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33 Questions | Total Attempts: 102

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Salesforce Admin Certification Quiz #2


Questions and Answers
  • 1. 
    Universal Containers has a private sharing model for accounts and opportunities. Each sales representative is assigned to work with a dedicated sales engineer. The sales engineer will need access to their assigned sales representatives accounts and opportunities. What should a consultant recommend to meet this requirement? 
    • A. 

      Enable account and opportunity teams selling and have each sales representative configure their teams.

    • B. 

      Create a trigger to add the sales engineers to their sales representatives' account and opportunity teams.

    • C. 

      Create criteria-based sharing rules to share the accounts and opportunities with sales engineers.

    • D. 

      Have the sales representatives manually share the accounts and opportunities with their assigned sales engineers.

  • 2. 
    The management at Universal Containers noticed the lead conversion ratio has remained the same for the hospitality industry despite an increase in lead creation. What analytics tool can help determine the issue? 
    • A. 

      Campaign dashboard by industry.

    • B. 

      Report on lead lifetime by industry.

    • C. 

      Report on leads by source.

    • D. 

      Industry performance dashboard.

  • 3. 
    A sales representative at Universal Containers won a sales deal and set the opportunity stage in Salesforce to closed/won. What impact will this change have on the opportunity in the forecast? 
    • A. 

      It will be associated with the closed/won forecast category and will need to be committed by the sales rep.

    • B. 

      It will be associated with the closed/won forecast category and automatically contribute to the forecast.

    • C. 

      It will be associated with the closed/won forecast category and will need to be added to the forecast by the sales rep.

    • D. 

      It will be associated with the closed/won forecast category and contribute to the forecast once approved by the manager.

  • 4. 
    Universal Containers has enabled Advanced Currency Management. How is the converted amount data reported on a report that spans time periods when the exchange rate was different? 
    • A. 

      Converted amounts are based on exchange rates that use the most current entry.

    • B. 

      Converted amounts are based on exchange rates that use the oldest entry.

    • C. 

      Converted amounts are based on the historical exchange rate associated with the close date.

    • D. 

      Converted amounts are based on the exchange rates entered in the opportunity.

  • 5. 
    Universal Containers has many customers that repeat the same purchase on a regular basis. These customers are classified as a repeat account type. Sales management wishes to use Salesforce to automate repeat opportunities. What should a consultant recommend to meet this requirement? 
    • A. 

      Configure a workflow rule for repeat accounts that sends a reminder task to the sales representative to create a new opportunity when it reaches closed/won stage.

    • B. 

      Develop an Apex trigger to set an opportunity revenue schedule that automatically sets up a new opportunity for repeat accounts when it reaches closed/won stage.

    • C. 

      Develop an Apex trigger for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches closed/won stage.

    • D. 

      Configure a workflow rule for repeat accounts that inserts a copy of an opportunity for the sales representative when it reaches closed/won stage.

  • 6. 
    Universal Containers has a private sharing model. Sales representatives own accounts and would like to collaborate with relevant people from other departments (e.g., marketing and product management). The role hierarchy has separate branches for each department to facilitate reporting. What should a consultant recommend to ensure collaborating team members can report on and access relevant data in Salesforce?Choose 2 answers 
    • A. 

      Use manual sharing on account to share specific records.

    • B. 

      Use Chatter to share records with relevant people.

    • C. 

      Use account team to share records to relevant people

    • D. 

      Use opportunity team to share records with relevant people.

  • 7. 
    Universal Containers has set the organization-wide default for accounts to private. Bill owns the Acme account and the General Industries account. Acme is the parent account for General Industries. Bill needs to collaborate with Mary on his accounts, so he manually shares read access to Acme. What access will Mary have to these accounts? 
    • A. 

      Read-only on Acme and no access on General Industries

    • B. 

      Read-only on General Industries and read-write on Acme

    • C. 

      Read-only on General Industries and read-only on Acme

    • D. 

      Read-only on Acme and access on General Industries

  • 8. 
    The finance department of Universal Containers is noticing a decline in profitability, which they attribute to an excessive number of discounts on opportunities. What can the finance department do to monitor and control opportunity discounting?Choose 2 answers 
    • A. 

      Run a report on opportunities showing list price and discounted price.

    • B. 

      Create a custom roll-up field to calculate the average product discount for each customer.

    • C. 

      Limit the number of discounted products that can be added to an opportunity.

    • D. 

      Ensure that sales management approves discount requests for each opportunity.

  • 9. 
    Sales representatives at Universal Containers log activates on accounts, contacts and opportunities. The sales manager wants to create a report to see all activates on all of the accounts that the manager owns, including activities on contacts and opportunities. Which report should be recommended to the sales manager? 
    • A. 

      Activates report on accounts and opportunities the manager owns

    • B. 

      Activities report on accounts the manager owns

    • C. 

      Activities report on accounts and contacts the manager owns

    • D. 

      Activities report on accounts, contacts, and opportunities the manager owns

  • 10. 
    Joe is the record owner of a lead. A lead sharing rule has been defined so that leads owned by Joe are sharing public group called “Joe’s team.” When the lead is converted to an account, contact, and opportunity, who will access to these record a private sharing model is in place on these object and these are no sharing rules defined for those object? 
    • A. 

      Joe, all members of the public group, Joe's team, and anyone above any group member in the will be able to access the three records.

    • B. 

      Joe, all members of the public group, and Joe's team will be able to access the three records.

    • C. 

      Joe and anyone above him in the role hierarchy will be to access the three records.

    • D. 

      Joe will be the only person who is able to access the account, contact, and opportunity records.

  • 11. 
    Universal Containers is devising a separate sales methodology to upsell service contracts to its existing customer base. The company would like to track and report on these deals separately from other deals. What should a consultant recommend to meet this requirement? 
    • A. 

      Add “upsell” as a stage and create a summary report by opportunity stage.

    • B. 

      Create a custom field on opportunity to flag and report on these deals.

    • C. 

      Create an opportunity record type and sales process for reporting on these deals.

    • D. 

      Create a separate page layout and report to flag and report on these deals.

  • 12. 
    Universal Containers requires its sales representatives to go through an internal certification process to sell certain groups of products. What could be done to prevent a sales representative from adding these products to opportunities if they are not certified to sell them?Choose 2 answers 
    • A. 

      Use a validation rule on products marked as requiring certification to prevent them from being added to an opportunity.

    • B. 

      Use a separate price book for the products requiring certification and only share the price book to users who are certified.

    • C. 

      Use a validation rule on opportunity products to prevent them from adding products marked as requiring certification if they are not certified.

    • D. 

      Use a criteria-based sharing rule on products marked as requiring certification to only share the products to users who are certified.

  • 13. 
    Universal Computers has three sales divisions: hardware, software, and consulting. The hardware and software divisions follow a ten-step sales process. The consulting division follows an eight-step sales process and does not use the prospecting or perception analysis stages during the sales cycle. What should a consultant recommend to support these requirements?Choose 3 answers 
    • A. 

      Define stage picklist values.

    • B. 

      Create sales processes.

    • C. 

      Create separate page layouts.

    • D. 

      Create separate stage fields.

    • E. 

      Create record types.

  • 14. 
    Universal Containers wants to improve the accuracy of its current sales forecast. It also wants to improve the relevance of its sales stage and the role they play in sales process. How should the relationships between the elements of the sales process be defined to meet these requirements? 
    • A. 

      Map forecast probability to opportunity probability; assign appropriate sales stage.

    • B. 

      Map sales probability values to forecast categories; assign sales stages accurate percentages.

    • C. 

      Map appropriate sales stage to opportunity stage; assign accurate forecast probability.

    • D. 

      Map opportunity stage to forecast categories; assign accurate probability to each stage.

  • 15. 
    Universal Containers would like to capture business sector information on a lead and display the information on the account and contact once the lead has been converted. How can these requirements be met? 
    • A. 

      Create a custom field on the Lead and Account objects. Create a custom formula field on the Contact object to pull the value from the Account object.

    • B. 

      Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom field on the Contact object to pull the value from the Account object.

    • C. 

      Create a custom field on the Lead and Account objects and configure mapping of these two fields for conversion. Create a custom formula field on the Account object to pull the value from the Contact object.

    • D. 

      Create a custom field on the Lead, Account and Contact objects and configure mapping of these two fields for conversion. Use a trigger to update the Contact field with the Account value.

  • 16. 
    Sales management at Universal Containers would like to track the following information:Number of open opportunities in the current quarter by sales representativeNumber of closed opportunities in the last quarter by sales representative What should a consultant recommend to meet these requirements? 
    • A. 

      Create an analytic snapshot.

    • B. 

      Create a summary report with cross filters.

    • C. 

      Create a joined report.

    • D. 

      Create a dynamic dashboard.

  • 17. 
    Universal Containers decided to start using Salesforce for all of its sales automation. Its current sales database system has about 50 million records. These records were all migration into this database from other legacy systems. After migration to Salesforce, Universal Containers wants to be able to search and cross-reference records with the original source system. What should a consultant recommend to meet this requirement? 
    • A. 

      Use the standard external ID field and map this to the current record ID value.

    • B. 

      Use a custom external ID field and map this to the original record ID value.

    • C. 

      Use the standard external ID field and map this to the original record ID value.

    • D. 

      Use a custom field named external ID and map this to the current record ID value.

  • 18. 
    The Vice President of Sales for Universal Containers wants a pipeline trending report that will be used for a monthly sales forecast meeting. What solution should a consultant recommend to meet this requirement? 
    • A. 

      Create an analytic snapshot to run monthly for opportunities by forecast category.

    • B. 

      Create reports to run monthly and save the results in a personal report folder.

    • C. 

      Create a month-over-month trending report and save the results in a public sales folder.

    • D. 

      Create a custom object to store monthly opportunity data populated by a scheduled job.

  • 19. 
    A customer needs Chatter, a custom mobile layout, and custom branding for its mobile users. Which solution should a consultant recommend? 
    • A. 

      Salesforce1

    • B. 

      Mobile Classic

    • C. 

      Chatter for Mobile

    • D. 

      Custom mobile solution

  • 20. 
    The sales management team of Universal Containers has noticed that opportunities are taking longer to close. Historically, it has taken 30 days for a new opportunity to be moved to closed/won. Recently, this time period has increased to 45 days. What analytics tool can sales management team leverage to help determine the cause?Choose 2 answers 
    • A. 

      Dashboard of opportunity stage duration.

    • B. 

      Report on campaign return on investment (ROI)

    • C. 

      Dashboard of month-over-month trend of lead conversions.

    • D. 

      Report on the discount approval time for quotes.

  • 21. 
    Universal Containers recently acquired Global Packaging, a company that has complementary Products. Universal Containers wants to run a major campaign showcasing its new product bundling. The company will use multiple marketing channels to create awareness in the marketplace. Each marketing channel will need to be measured for its effectiveness both individually and collectively. How should the consultant design the solution for Universal Containers? 
    • A. 

      Create campaigns for each channel with members and link child campaigns to a parent campaign.

    • B. 

      Create a single campaign, add members, and set the status to active.

    • C. 

      Create campaigns for each channel, link them to a parent, and add members to the parent.

    • D. 

      Create a single campaign and add member statuses for each marketing channel.

  • 22. 
    Sales representatives at Universal Software need to collaborate with customers on sales deals to gather requirements, analyse solutions, and deliver proposals. Universal Software wants to ensure that customers are fully engaged throughout each stage in the sales process. What solution should a consultant recommend to facilitate collaboration with customers? Choose 2 answers
    • A. 

      Invite customers into private chatter groups

    • B. 

      Allow customers to follow opportunities in Chatter

    • C. 

      Share Chatter files with customers.

    • D. 

      Add customers to Salesforce as Chatter Free users

  • 23. 
    The VP of sales at UC wants to be able to see a visual representation of sales by month for each account in salesforce1 mobile app. What should a consultant recommend to meet this requirement? 
    • A. 

      Embed a chart on the account page and use a custom link to filter by account

    • B. 

      Create a of vf page with an embedded chart component for each account.

    • C. 

      Embed a chart on the account page, no other customization needed

    • D. 

      Create a dashboard component and use chatter feed on the account on salesforce 1

  • 24. 
    Sales representatives and partners of Universal Containers constantly complain about the poor quality of lead data. Leads are owned by the Vice President of Marketing, who has established a task force and a project to remedy the situation. Which approach should the task force consider to improve and maintain the quality of lead data?Choose 2 answers 
    • A. 

      Use Data.com to clean the existing lead data and new data going forward.

    • B. 

      Import the lead data using the Find Duplicates wizard on the lead object.

    • C. 

      Use tools like the Lead Import wizard to identify and remove duplicates.

    • D. 

      Create a workflow notification when leads are created with poor quality data.

  • 25. 
    Universal Containers marketing department runs many concurrent campaigns. It has specified that the influence timeframe for a campaign is 60 days. When a contact is associated to an opportunity in a contact role, what is the impact on the campaign influence for opportunities? 
    • A. 

      Campaigns in which a contact became a member within the last 60 days will be added to the campaign influence related list.

    • B. 

      All campaigns created within the last 60 days will be added to the campaign influence related list.

    • C. 

      All contacts associated with campaigns will be added to the campaign influence related list.

    • D. 

      Sales reps can choose which campaigns created within the last 60 days should be added to the campaign influence related list.