A sales manager wants a report of accounts without any closed/won opportunities in the last year. How can this requirement be met? A. Create a joined report using the Accounts report type and the Opportunities report types. B. Create a tabular report using the Account report type and add a cross filter using Opportunities. C. […]

A sales manager wants to edit the opportunities owned by the sales team. The manager does NOT have Edit access to the Opportunity object. What is a recommended solution? A. Change the opportunity’s organization-wide default setting to Public Read/Write. B. Redefine the role hierarchy by enabling “grant access using hierarchies.” C. Enable team selling on […]

An administrator notices that there are two account records in the system with the same name. A contact record with the same name is associated with each account. Which set of steps should be taken to merge these accounts using the Salesforce merge feature? A. Merge the duplicate contacts and then merge the duplicate accounts. […]

Leads come to Universal Containers from various sources and need to be assigned to the correct sales team. When a lead comes from the APAC region, it can be passed to an external partner if the Sales Director approves the transfer. The partner’s channel manager must be notified when the partner has been assigned the […]

An administrator has been asked to grant read, create and edit access to the product object for users who currently have the standard marketing user profile. Which two approaches could be used to meet this request? (Choose two.) A. Create a new profile for the marketing users and change the access levels to read, create […]

Which two values roll up the hierarchy to the manager for Collaborative Forecasting? (Choose two.) A. Product quantity B. Quota amount C. Opportunity amount D. Expected revenue

Sales management wants a small subset of users with different profiles and roles to be able to view all data for compliance purposes. How can an administrator meet this requirement? A. Create a new profile and role for the subset of users with the View All Data permission. B. Create a permission set with the […]

The sales team has requested that a new field called Current Customer be added to the Accounts object. The default value will be “No” and will change to “Yes” if any related opportunity is successfully closed as won. What can an administrator do to meet this requirement? A. Configure Current Customer as a roll-up summary […]

How can an administrator ensure article managers use specified values for custom article fields? A. Create a formula field on the article. B. Require a field on the page layout. C. Use field dependencies on article types. D. Create different article types for different requirements.

Which three actions can occur when an administrator clicks “Save” after making a number of modifications to Knowledge data categories in a category group and changing their positions in the hierarchy? (Choose three.) A. Users are temporarily locked out of their ability to access articles. B. Users may temporarily experience performance issues when searching for […]