Social Science Business Business Management
Salesforce Admin Certification
Save
Students also studied
Flashcard sets Study guides
Salesforce Admin Certification MHA 702 Chapters 19-22 INCOSE
Teacher 176 terms Teacher 60 terms Teacher 67 terms
Kelvin_Muriuki5 Preview mikkw Preview collyraz
☑️
☑️
Which schedule type can be Quantity
defined for a product? (Choose Revenue
2)
☐Revenue
☐Quantity
☐Forecast
☐Production
☑️
☑️
How can a sales user relate an Use the campaign influences related list on the opportunity
opportunity to a campaign? Select the primary campaign source for the opportunity
(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 hierarchy
related list on the opportunity
,Universal Containers set the ☑️ Update the organization - wide defaults for accounts to
Organization-Wide Defaults for private and create a sharing rule for the group.
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 with members of the
public group.
☐Update the organization -
wide defaults for accounts to
private and create a sharing rule
for the group.
☐Upgrade the role hierarchy
and assign members of the
group to a role at the top of the
hierarchy.
Universal Containers is ☑️ Create a formula field to calculate the discounted amount
capturing a percentage
discount directly on an
opportunity record. Sales
management needs to include
the discounted opportunity
amount in pipeline reports.
How can the system
administrator make the
discounted amount available?
☐Create a formula field to
calculate the discounted
amount.
☐Create an auto-number field
to calculate the discounted
amount.
☐Create a cross object formula
field to calculate the discounted
amount.
☐Create a roll-up summary field
to calculate the discounted
amount.
, ☑️
☑️
Which setting can a system Enable enhanced list views
☑️
administrator control in the Enable hover details
Salesforce user interface? Enable spell checker
(Choose 3)
☐Enable enhanced list views
☐Enable hover details
☐Enable spell checker
☐Enable Chatter for specific
users
☐Enable customizable recent
items
See an expert-written answer!
Sales Managers need to view ☑️ View All for Opportunities
and report on sales revenue
across an entire company
without having access to a
custom object that tracks
personal time-off request.
Which permission should a
system administrator enable in
a custom profile to meet this
requirement in a private
sharing model?
☐Read for Accounts
☐View All for Opportunities
☐View All Data
☐Read for Opportunities
, Universal Containers has set ☑️ Add Amy to Bob's default account team
the organization-wide default
settings for accounts to private.
Amy and bob are on separate
sales teams, but are assigned
to the same role in the
hierarchy. Amy is a member of
the “Sales West” public group
and needs access to all
accounts owned by Bob, a
member of the “Sales East”
group. How would an
administrator grant Amy access
to only Bob’s accounts?
☐Add Amy to the "Sales East"
public group
☐Create a sharing rule between
the "Sales West" and "Sales East"
public groups
☐Add Amy to Bob's default
account team
☐Add Amy to the role above
Bob in the role hierarchy
☑️
☑️
Which record type can be An existing opportunity record
updated when converting a An existing account record
lead
(Choose 2)
☐An existing opportunity record
☐An existing custom object
record
☐An existing account record
☐An existing contact record
Salesforce Admin Certification
Save
Students also studied
Flashcard sets Study guides
Salesforce Admin Certification MHA 702 Chapters 19-22 INCOSE
Teacher 176 terms Teacher 60 terms Teacher 67 terms
Kelvin_Muriuki5 Preview mikkw Preview collyraz
☑️
☑️
Which schedule type can be Quantity
defined for a product? (Choose Revenue
2)
☐Revenue
☐Quantity
☐Forecast
☐Production
☑️
☑️
How can a sales user relate an Use the campaign influences related list on the opportunity
opportunity to a campaign? Select the primary campaign source for the opportunity
(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 hierarchy
related list on the opportunity
,Universal Containers set the ☑️ Update the organization - wide defaults for accounts to
Organization-Wide Defaults for private and create a sharing rule for the group.
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 with members of the
public group.
☐Update the organization -
wide defaults for accounts to
private and create a sharing rule
for the group.
☐Upgrade the role hierarchy
and assign members of the
group to a role at the top of the
hierarchy.
Universal Containers is ☑️ Create a formula field to calculate the discounted amount
capturing a percentage
discount directly on an
opportunity record. Sales
management needs to include
the discounted opportunity
amount in pipeline reports.
How can the system
administrator make the
discounted amount available?
☐Create a formula field to
calculate the discounted
amount.
☐Create an auto-number field
to calculate the discounted
amount.
☐Create a cross object formula
field to calculate the discounted
amount.
☐Create a roll-up summary field
to calculate the discounted
amount.
, ☑️
☑️
Which setting can a system Enable enhanced list views
☑️
administrator control in the Enable hover details
Salesforce user interface? Enable spell checker
(Choose 3)
☐Enable enhanced list views
☐Enable hover details
☐Enable spell checker
☐Enable Chatter for specific
users
☐Enable customizable recent
items
See an expert-written answer!
Sales Managers need to view ☑️ View All for Opportunities
and report on sales revenue
across an entire company
without having access to a
custom object that tracks
personal time-off request.
Which permission should a
system administrator enable in
a custom profile to meet this
requirement in a private
sharing model?
☐Read for Accounts
☐View All for Opportunities
☐View All Data
☐Read for Opportunities
, Universal Containers has set ☑️ Add Amy to Bob's default account team
the organization-wide default
settings for accounts to private.
Amy and bob are on separate
sales teams, but are assigned
to the same role in the
hierarchy. Amy is a member of
the “Sales West” public group
and needs access to all
accounts owned by Bob, a
member of the “Sales East”
group. How would an
administrator grant Amy access
to only Bob’s accounts?
☐Add Amy to the "Sales East"
public group
☐Create a sharing rule between
the "Sales West" and "Sales East"
public groups
☐Add Amy to Bob's default
account team
☐Add Amy to the role above
Bob in the role hierarchy
☑️
☑️
Which record type can be An existing opportunity record
updated when converting a An existing account record
lead
(Choose 2)
☐An existing opportunity record
☐An existing custom object
record
☐An existing account record
☐An existing contact record
