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NEW QUESTION # 85
The Sales director at Cloud Kicks wants to be able to predict upcoming revenue in the next several fiscal quarters so they can set goals and benchmark how reps are performing.
Which two features should the administrator configure?
Choose 2 answers
- A. Forecasting
- B. Sales Quotes
- C. Opportunity Stages
- D. Opportunity List View
Answer: A,C
Explanation:
Forecasting is a feature that allows you to predict and plan the sales cycle from pipeline to closed sales, and manage sales expectations throughout your organization. Opportunity stages are the steps that an opportunity goes through as it moves from creation to close, and they determine the probability and forecast category of the opportunity. Reference: https://help.salesforce.com/s/articleView?id=sf.forecasting3_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_opptystages.htm&type=5
NEW QUESTION # 86
A sales rep has a list of 300 accounts with contacts that they want to load at one time.
Which tool should the administrator utilize to import the records to salesforce?
- A. Data Loader
- B. Dataloader.io
- C. Manual Import
- D. Data Import Wizard
Answer: D
NEW QUESTION # 87
Ursa Major Solar (UMS) wants to assign a Lightning for Qutlook layout.
Which two optiens can UMS assign this layout to?
Choose 2 answers
- A. Team
- B. User
- C. Profile
- D. Role
Answer: B,C
NEW QUESTION # 88
An administrator at Universal Containers needs a simple way to trigger an alert to the director of
sales when opportunities reach an amount of $500,000.
What should the administrator configure to meet this requirement?
- A. Key Deals component on the homepage
- B. Opportunity warning in Kanban View.
- C. Set up Big Deal Alerts for the amount.
- D. Enable Opportunity Update Reminders
Answer: C
NEW QUESTION # 89
What are two features of Knowledge?
Choose 2 answers
- A. Knowledge articles integrate with Service Console.
- B. Knowledge articles are always publicly available for customers.
- C. Users can rate the helpfulness of articles.
- D. Any user can write and publish articles.
Answer: B,C
NEW QUESTION # 90
AW Computing (AWC) occasionally works with independent contractors, who the company stores as Contacts in Salesforce. Contractors often change agencies, and AWC wants to maintain the historical accuracy of the record.
What should AWC use to track Contacts?
- A. Use a partner community to track the Contacts.
- B. Create a new Contact record for each agency.
- C. Enable Contacts to multiple Accounts.
- D. Create a Junction object to track many-to-many relationship.
Answer: C
NEW QUESTION # 91
At universal Containers, users would like to be able to share Salesforce records with other
members of their team, while collaborating around general topics as well.
Which are two considerations for enabling this functionality?
Choose 2 answers
- A. An administrator needs to create a group to enable record sharing
- B. Object layouts should be configured to include the groups related list.
- C. Collaboration groups are created automatically for every department.
- D. The Add Record action must be configured in the group publisher.
Answer: A,D
NEW QUESTION # 92
The VP of sales at Universal Containers wants to prevent members of the sales team from changing
an opportunity to a date in the past.
What should an administrator configure to meet this requirement?
- A. Validation Rule
- B. Assignment Rule
- C. Approval Process
- D. Field-Level Security
Answer: A
NEW QUESTION # 93
Ursa Major Solar uses two different page layouts for Account records. One page layout reflects the fields related to customer accounts and
another page layout includes fields for partner accounts. The administrator has assigned the customer account page layout to sales and
support users and the partner account layout to the partner management team.
What should the administrator configure to meet this requirement?
- A. Use a public group and a criteria-based sharing rule to share customer accounts with the partner team.
- B. Grant create, read, edit, and delete access to customer accounts on the partner team profile.
- C. Add members of the partner management team to the default Account team for the customer accounts.
- D. Create one record type for customer accounts and one record type for partner accounts.
Answer: D
NEW QUESTION # 94
Dreamhouse Reality just announced its new home concierge offering. This product is unlike anything the company has offered in the past and follows a different business model.
What Should the administrator Configure to meet this requirement?
- A. Create a new sales process.
- B. Create a new Opportunity product.
- C. Create a new approval process.
- D. Create a quick action.
Answer: A
Explanation:
A sales process is a set of stages that an opportunity goes through as it moves from creation to close. It can be customized by administrators to match different business models or product lines within an org. Creating a new sales process can help Dreamhouse Realty define a different set of stages for its new home concierge offering that is unlike anything the company has offered in the past and follows a different business model. Creating a quick action, a new approval process, or a new opportunity product are not solutions for creating a customized sales process; they are used for different purposes such as creating records, approving records, or adding products to opportunities. Reference: https://help.salesforce.com/s/articleView?id=sf.customize_salesprocess.htm&type=5
NEW QUESTION # 95
New Leads needs to be routed to the correct sales person based on the lead address.
How should the administrator configure this requirement?
- A. Use lead assignment rules.
- B. Assign with an escalation rule.
- C. Create formula field.
- D. Configure a validation rule
Answer: A
Explanation:
To route new leads to the correct sales person based on the lead address, the administrator should use lead assignment rules that specify criteria based on lead fields such as City, State/Province, or Country, and assign leads that match those criteria to queues or users. Lead assignment rules can be triggered automatically when leads are created or manually by users. Creating a formula field, assigning with an escalation rule, or configuring a validation rule will not route leads to sales people. Reference: https://help.salesforce.com/s/articleView?id=sf.leads_assignment_rules.htm&type=5
NEW QUESTION # 96
The VP of Sales at Cloud Kicks would like a graphic on the company performance dashboard to display the total current pipeline against the goal for the year,
Which type of component should be used to display the requested information?
- A. Table
- B. Gauge
- C. Metric
- D. Stacked Bar
Answer: D
NEW QUESTION # 97
Ursa Major Solar (UMS) is using the workflow field update.
Which two actions can UMS complete with this feature?
Choose 2 answers
- A. Apply a specific value to a field.
- B. Choose a formula field for a field update.
- C. Update the value of a field on a child object.
- D. Modify the record type of a record.
Answer: A,D
NEW QUESTION # 98
The marketing team wants a new picklist value added to the Campaign Member Status field for the upsell promotional campaign.
Which two solutions should the administrator use to modify the picklist field values?
Choose 2 answers
- A. Add the Campaign Member Statuses related list to the Page Layout.
- B. Modify the picklist value on the Campaign Member Statuses related list.
- C. Mass modify the Campaign Member Statuses related list
- D. Edit the picklist values for the Campaign Status in Object Manager.
Answer: A,B
NEW QUESTION # 99
The service manager at Ursa Major Solar wants to let customers know that they have received their cases via email and their websites. Medium-priority and high-priority cases should receive different email notifications than low-priority cases. The administrator has created three email templates for this purpose.
How should an administrator configure this requirement?
- A. Configure one workflow rule that fires when cases are created. Add a filter for case priority. Select the appropriate email template for the rule.
- B. Include three assignment rules that fire when cases are created. Add a filter for case priority. Select the appropriate email template for each rule.
- C. Create one auto-response rule. Configure three rule entry criteria and set a filter for case priority.Select the appropriate email template for each rule entry.
- D. Add three auto-response rules. Configure one rule entry criteria for each rule and set a filter for case priority. Select the appropriate email template for each rule entry.
Answer: C
Explanation:
Auto-response rules are used to automatically send email responses to lead or case submissions based on the criteria you define. You can create one auto-response rule per object (lead or case) and configure multiple rule entries with different criteria and actions within that rule. To meet the requirement of sending different email notifications based on case priority, you need to create one auto-response rule for cases and configure three rule entries with filters for low-priority, medium-priority, and high-priority cases respectively. Then you need to select the appropriate email template for each rule entry action. Reference: https://help.salesforce.com/s/articleView?id=sf.customize_leadsautor.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_casesautor.htm&type=5
NEW QUESTION # 100
Universal Containers wants to set up a customer service community where existing and potential customers can view public discussions, collaborate with other members, and search for solutions posted by other members without logging into the community.
How should an administrator allow access to the community?
- A. Create a custom community profile
- B. Set up self-registration for the community
- C. Use Linkedin or Facebook as authentication providers
- D. Use the community's guest user profile
Answer: D
NEW QUESTION # 101
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Salesforce TVB-201 (Trailhead Virtual Bootcamp for New Admins) Exam is a certification exam designed for individuals who have completed the Trailhead Virtual Bootcamp for New Admins course. This course is designed to equip new Salesforce administrators with the skills and knowledge required to manage and customize Salesforce applications. TVB-201 exam is intended to test the knowledge and skills that candidates have gained during the course.
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