Salesforce workflow - Study guides, Class notes & Summaries

SALES CLOUD CONSULTANT EXAM 2024 Universal Containers was bought by a larger company and needs to provide information on a monthly basis to the new parent company to help predict sales. Which data should the new parent company review? A. Dashboard of user login history B. Count of new lead records created C. Number of activities tied to opportunities D. Opportunity pipeline report grouped by month - correct answer D. Opportunity pipeline report grouped by month When the billi...

An administrator notices there are too many duplicate records, numerous sharing rules, and a large number of manually shared records. Which situation may this be a symptom of? A. A role hierarchy that has too few roles. B. A sharing model that is too public. C. A sharing model that is too private. D. Object permissions on profiles that are too restrictive. - Answer c In Salesforce territory management, which statement describes how a territory hierarchy is different from a role hierar...

Salesforce Admin Certification Exam Questions With Answers Latest Updated (100% Solved) Universal Containers set the Organization-Wide Defaults for accounts to public read/write. The sales management team is importing a new set of account records and needs to limit access to them. Access should be restricted to the account owner and members of a public group. How can this be accomplished? Create a sharing rule to grant access to members of the public group. Manually share each account record...

Salesforce Administrator Certification Exam Questions Complete Solutions New Update (A+ Pass) Salesforce users at Ursa Major Solar complain that global search returns too many records. Which two configurations should an administrator perform to help users manage search results? - Answers -Specify the Search Filter Fields for the object's search layout. Reduce the number of records displayed for each object in the Search Results page. List View - Answers -A list of records that me...

Salesforce App Builder Certification Exam Questions With Verified Answers Which tool would you use for the following use case? Launch a troubleshooting wizard from a button, at the end of which a knowledge article is created if it'd be helpful to other users. A. Process Builder B. Visual Workflow C. Workflow D. Approvals - answerB. Visual Workflow Which tool would you use for the following use case? When an opportunity has a discount of more than 40%, notify the CEO via email and requ...

Salesforce Advanced Administrator Exam Questions With 100% Correct Answers An administrator notices there are too many duplicate records, numerous sharing rules, and a large number of manually shared records. Which situation may this be a symptom of? A. A role hierarchy that has too few roles. B. A sharing model that is too public. C. A sharing model that is too private. D. Object permissions on profiles that are too restrictive. - answerc In Salesforce territory management, which state...

What is the F Web Services API? - ️️set of application functions that can be programatically invoked over the internet What are the capabilities of the F Metadata API? - ️️Add data to Salesforce orgs, delete standard fields on custom objects, and create, update, and delete custom objects and fields programmatically. In Salesforce territory management, which statement describes how a territory hierarchy is different from a role hierarchy? A. A territory hierarchy grants login acces...

Salesforce Admin 201 Winter Release UPDATED ACTUAL Exam Questions and CORRECT Answers Client needs to allow a group of users to view account records that they do NOT own. Which features can the system admin use to meet this requirement? - CORRECT ANSWER- Sharing Rules (lateral sharing of records across organization) What should a system admin consider when deleting a custom field? 3 answers - CORRECT ANSWER- 1. field used in workflow and assignment rules cannot be deleted 2. field val...

Salesforce Admin Certification Exam Questions and Answers Latest Updated 2024/2025 | 100% Solved GRADED A+. Which schedule type can be defined for a product? (Choose 2) Revenue Quantity Forecast Production ️Quantity ️Revenue How can a sales user relate an opportunity to a campaign? (Choose 2) Use the campaign influences related list on the opportunity Select the campaign record type when creating the opportunity Select the primary campaign source for the opportunity Use the campaign hierarc...

Salesforce Development Lifecycle & Deployment Designer Actual Certification Final Exam 2024 How is the F Migration tool different than change sets? - CORRECT ANSWER-The F Migration Tool allows you to migrate metadata between unrelated organizations, so in that sense it's more powerful than change sets. Unlike the F IDE, the F Migration Tool has no graphical user interface. You choose the components you want to deploy, the server address, and other deployment details by editing co...