Salesforce (CRT211) Exam Questions And Answers page 4
The administrator at Universal Containers has been asked to create an account management dashboard displaying opportunities and activities for each of its top five clients.
Which dashboard feature should the Administrator use to meet this requirement?
Which dashboard feature should the Administrator use to meet this requirement?
Dynamic dashboard
Joined reports on a dashboard
Matrix reports on a dashboard
Sales and Service Cloud
Analytics and Reporting
The administrator at Universal Containers wants to improve data quality by ensuring that all accounts have a Billing State/Province based upon the Billing Postal Code for that account.
Which two solutions can meet the requirement? (Choose two.)
Which two solutions can meet the requirement? (Choose two.)
Use a trigger that populates Billing State/Province based on a custom object that maps postal codes to states/provinces
Use a validation rule to do a VLOOKUP of the Billing Postal Code to a custom object that maps postal codes to states/provinces
Use a workflow that populates Billing State/Province based on a custom object that maps postal codes to states/provinces
Use a validation rule to do an HLOOKUP of the Billing Postal Code to a custom object that maps postal codes to states/provinces
Data Management
Analytics and Reporting
The administrator of Universal Containers is testing an approval process in a recently refreshed Developer Pro sandbox and is finding that none of the notification emails are being sent to the approvers.
Which two reasons could be the cause? (Choose two.)
Which two reasons could be the cause? (Choose two.)
The email addresses for the users are incorrect
The Deliverability Access Level setting is incorrect
HTML templates are NOT available in sandboxes
Workflow emails only work in Full sandboxes
Security and Access
Data Management
The HR Director at Universal Containers has indicated the picklist entries for salary range and pay grade on the custom Position object need updating and require frequent change. Because frequent changes have to be made to these Position fields, they are requesting the ability to update these picklist values.
Which feature should the administrator consider that allows for this?
Which feature should the administrator consider that allows for this?
Screen Flow using custom metadata types.
A permission set containing the modify all data permission for the Position object.
Delegated administration for the Position object.
Field accessibility set to editable for the picklists for the Position object.
Automation and Workflow
Customization and Configuration
The inside Sales Manager at Universal Containers wants to be able to report on how long leads have a Lead Status of "Open" before the status changes to another value. Additionally, the sales team has requested the status value be changed with fewer clicks.
What should the administrator do to meet this requirement?
What should the administrator do to meet this requirement?
Use a Workflow Rule that sends an email when the Lead Status is changed.
Use a Quick Action to update a date field and change the status value.
Turn on field history tracking for the lead status field and create a report based on that field.
Use a formula field to calculate the date when the status changes.
Data Management
Analytics and Reporting
The marketing department at Universal Containers regularly changes the page layout requirements for its custom marketing objects. The VP of Marketing has asked the administrator for permission to configure only these objects.
What can the administrator do to meet this request?
What can the administrator do to meet this request?
Grant the VP of Marketing the ability to log in as a user who is an administrator
Create a custom profile with Edit permission on the custom marketing objects and assign to the VP of Marketing
Enable the Marketing User permission on the user record for the VP of Marketing
Set up the VP of Marketing as a delegated administrator for the custom marketing objects
Customization and Configuration
The Marketing Manager at Universal Containers wants to change the column headings for several of the fields on opportunity reports.
What approach should an administrator take to meet the requirements?
What approach should an administrator take to meet the requirements?
Use Rename Tabs and Labels to change the field labels as needed.
Edit the fields available for reports section in the Opportunities report type to make the changes.
Create bucket fields for each field and enter the new column heading in the bucket name field.
Build a custom report type and use Display As in Edit Layouts to make the requested changes.
Data Management
The Marketing Manager has requested that a field be added to each account that displays the number of contacts associated with the account. The manager wants to use this field as part of an email marketing segmentation strategy.
How can this requirement be met?
How can this requirement be met?
Create a roll-up summary field that counts the number of contacts and displays the count on the account
Create a custom formula field on the account using the count() function to count the number of related contacts
Create a custom field on the account. Use an Apex trigger to update the field when contacts are added or deleted
Create a custom field on the account. Use a workflow rule to update the field when contacts are added or deleted
Data Management
The sales manager at Universal Containers would like a dashboard to view each of the sales representative s opportunities, accounts, and related cases.
What is a recommended solution?
What is a recommended solution?
Create a dynamic dashboard and ensure the sales manager has the View My Team s Dashboard permission
Create a dynamic dashboard and add filters for opportunities, accounts, and cases
Create an individual dashboard for each sales representative with opportunity, account, and case components
Create a dashboard and add filters for users, opportunities, accounts, and cases
Sales and Service Cloud
Analytics and Reporting
The sales operations team at Universal Containers wants to ensure that when an opportunity is won the custom shipment date field is populated.
How should the administrator configure salesforce to meet this requirement?
How should the administrator configure salesforce to meet this requirement?
Create a validation rule on the opportunity using the ISBLANK() function.
Make the shipment date field required on the opportunity page layout.
Create a dependency between the stage and shipment date fields.
Add a default value to the shipment date using the Today() function.
Data Management
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