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問題 #94
A Platform Administrator at Cloud Kicks has a custom picklist field on Lead, which is missing on the Contact when leads are converted. Which two steps should the administrator take to ensure these values are populated?
答案：A,D
解題說明：
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When a Lead is converted into an Account, Contact, and Opportunity, standard fields are mapped automatically. However, custom fields require manual configuration to ensure d3ata flows through the conversion process. First, the Platform Administrator must create a corresponding custom picklist field on the Contact object (Option B) with the same values as the Lead field. Second, the administrator must go to the Lead Object Manager, select "Fields & Relationships," and click Map Lead Fields (Option C). Here, the admin explicitly maps the Lead custom picklist to the newly created Contact custom picklist. Without this mapping, the data will be lost during conversion. Validation rules (Option A) and making the field required (Option D) ensure data exists on the Lead but do not facilitate the transfer of that data to the Contact.
問題 #95
The Cloud Kicks sales team has asked that two of the fields that appear on the Opportunity cards in Kanban view be changed to make the cards more meaningful. Which feature should a Platform Administrator access to make this change?
答案：B
解題說明：
In the Salesforce Lightning Experience, the fields displayed in the "header" of a record and on the cards in the Kanban view are controlled by the Compact Layout. Each object has a System Default compact layout, but a Platform Administrator can create custom ones to prioritize the most important information, such as "Account Name" and "Close Date." By editing the primary compact layout for the Opportunity object, the admin directly controls which fields the sales team sees as they drag and drop deals through the Kanban stages. While Page Layouts (Option C) control the main record detail page and Kanban Settings (Option D) control which field is used for columns and summaries, the individual "card" content is always driven by the Compact Layout. This ensures that users can quickly gather key context without needing to open every individual record.
問題 #96
What is an Agentforce use case in a sales organization?
答案：D
解題說明：
Agentforce is designed to handle sophisticated, multi-step business processes that traditionally require human intervention. In a sales organization, a primary use case is Automating Lead Qualification. Unlike basic web bots (Option C) that follow a rigid, pre-defined script, an Agentforce agent can engage in natural language conversations with prospects. It can ask relevant discovery questions, handle objections, and determine if a lead meets the company's "Qualified" criteria based on the information provided. Once qualified, the agent can autonomously update the Salesforce record or even book a meeting for a human sales representative. While AI can assist with content, "automating all marketing content" (Option B) is overly broad and typically handled by specialized marketing tools. Generating cold calls (Option A) involves voice technology and legal complexities that are not the core focus of the Agentforce platform's digital agent capabilities. Lead qualification represents a high-value, repeatable process that perfectly leverages the agent's ability to reason and interact with Salesforce data.
問題 #97
When a qualified lead is converted, what happens to its related records?
答案：D
解題說明：
During the Lead Conversion process, Salesforce automatically transfers the history and interaction data associated with the Lead to the newly created Account, Contact, and Opportunity. This includes all activities, meaning both Open Activities (like upcoming tasks or events) and Activity History (like past emails or logged calls) are attached to the resulting records to maintain a complete customer timeline. Campaign history is also typically associated with the resulting Contact, but the question specifically asks about "related records" in a broader sense, and the transfer of all activities is a primary mechanical function of the conversion. Option A is incorrect because custom object records do not automatically move unless specific custom mapping or code is in place. Option B is incorrect because the system does not limit the transfer to only open activities.
問題 #98
A Platform Administrator at Cloud Kicks is setting up a new Salesforce instance. The business requirements mandate that the marketers are given access to opportunities in order to maintain the campaign relationships on each opportunity. The administrator decides to assign the Marketing User profile. What should the administrator do next to achieve this requirement?
答案：A
解題說明：
Profiles in Salesforce serve as the foundation for what a user can "do" with records, specifically defining Object-Level Security (Create, Read, Edit, Delete permissions). The standard Marketing User profile typically does not include full "Edit" access to the Opportunity object by default, as marketing roles are traditionally focused on Leads and Campaigns. To fulfill the requirement of allowing marketers to maintain campaign relationships on Opportunities, the administrator must ensure the profile has the necessary object permissions. If the organization is using a custom profile based on the Marketing User template, the admin should edit the object permissions directly on that profile to include "Read" and "Edit" for Opportunities. This allows the marketers to view the records and update the "Primary Campaign Source" field. While a Permission Set could also grant this access, the question implies the admin is currently configuring the profile itself.
Adjusting the profile's object permissions is the direct way to align the user's capabilities with the business's functional requirements.
問題 #99
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