The VP of sales at universal containers requested that "Verbal Agreement" be added as a new opportunity stage. The Administrator added this new picklist value to the stage field but found that the new value was not available to users. What should the administrator do?
A. Ensure the limit of 10 stage values was not exceeded
B. Ensure the new value was marked as active
C. Add the new value to the appropriate record type
D. Add the new value to the appropriate sales process
Ursa Major Solar is noticing a decrease in deals with a cross-sell opportunity type and want to share all cross-sell opportunities with a team of subject matter experts in their organization. The company has different roles, and the organization-wide default for Opportunity is set to Private.
How should the administrator accomplish this?
A. Create a new role for the subject matter experts and give them access to the records with an owner-based sharing rule.
B. Change the organization-wide default for Opportunity from Private to Public Read/Write to open up access for the subject matter experts.
C. Add the subject matter experts to a public group and give them access to the records with a criteria-based sharing rule.
D. Enable territory management, assign the subject matter experts to the same territory, and give them access to the records with manual sharing.
The system administrator has created a new custom object and application. This individual now needs to populate the new object with 1000 records, which are formatted in a CSV file. The Import Wizard (Data Management --> Import Custom Objects) is appropriate for this task.
A. True
B. False
Standard Fiscal Years are for companies that break down their fiscal years,quarters and weeks in to fiscal periods.
A. True
B. False
The Director of Sales wants a report that shows the Opportunity pipeline for the current and next fiscal quarters. This report should be grouped by Sales Rep and Opportunity Stage. Which report format would you use to create this custom report?
A. The Summary Report
B. The Tabular Report
C. Matrix Report.
You can set up Salesforce to automatically send email alerts, assign tasks, or update field values based on your organization's workflow
A. True
B. False
When is a custom object created?
A. When there is a need to create a custom field
B. To enhance the look of the application
C. To capture unique data of the business
D. When there is a need to add custom tabs
Which one of these may be a controlling field and a dependant field?
A. Custom picklist
B. Standard picklist
C. Standard checkbox
D. Custom checkbox
Ursa Major is onboarding 15 new employees in three weeks.
The Administrator needs to create user records in Salesforce without activating them. Which two methods allow the Administrator to achieve this goal? (Choose two.)
A. Click Add Multiple Users and ensure that Generate New Password and Notify User Immediately are unchecked.
B. Create them with the User Import Wizard and ensure that Active is unchecked.
C. Schedule a Time-Dependent Workflow to create users in three weeks.
D. Create a .csv file ensuring that IsActive = False, and use the data loader to insert.