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| Section | Weight | Objectives |
|---|---|---|
| Salesforce Mobile App and Lightning Experience | 6% | - Navigation and UI Customization - Lightning Experience Features - Salesforce Mobile App Configuration |
| User Setup | 8% | - Permission Sets - User Creation and Management - Profile Configuration - Role Hierarchy - User Licenses - Delegated Authentication |
| Security and Access | 12% | - Object-Level Permissions - Login Hours and IP Ranges - Record Access (OWD, Sharing Rules) - Salesforce Shield - Field-Level Security |
| Service Cloud Applications | 10% | - Service Contracts - Service Cloud Features - Omni-Channel - Cases and Entitlements - Web-to-Case and Email-to-Case |
| Organization Setup | 4% | - Fiscal Year - User Interface - Lightning Experience vs Classic - Company Information - Currency Management |
| Data Management | 10% | - Data Export - Data Import Wizard - Data Quality Best Practices - Data Loader - Duplicate Rules and Matching Rules |
| Sales Cloud Applications | 10% | - Opportunity Management - Products, Price Books, and Quotes - Forecasting - Sales Cloud Features - Account and Contact Management |
| Standard and Custom Objects | 8% | - Roll-up Summary Fields - Standard Object Overview - Object Relationships (Lookup, Master-Detail) - Custom Object Creation |
| Workflow and Process Automation | 17% | - Approval Processes - Flows (Screen Flows, Autolaunched Flows) - Workflow Actions (Email Alerts, Field Updates, Tasks, Outbound Messages) - Workflow Rules - Process Builder |
| Reports and Dashboards | 11% | - Joined Reports - Dashboard Components - Summary Reports and Matrix Reports - Scheduling Reports - Report Types - Report Builder |
| Activity Management and Chatter | 4% | - Tasks and Events - Chatter Best Practices - Chatter Groups and Feeds |
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NEW QUESTION # 29
A Workflow Alert can be tracked in Activity History
Answer: A
NEW QUESTION # 30
An administrator Creates a custom text area field on the Account object and adds it to the service team's page layout. The services team manager loves the addition of this field and wants it to appear in the highlights panel so that the services reps can quickly find it when on the Account Page How should the administrator accomplish this?
Answer: B
Explanation:
Compact layouts determine which fields appear in the highlights panel on record pages and in the Salesforce mobile app. To create a custom compact layout, go to the Account object manager and select Compact Layouts from the sidebar menu. Then click New and add the desired fields to the layout. References:
https://help.salesforce.com/s/articleView?id=sf.compact_layouts_create.htm&type=5
NEW QUESTION # 31
You must run the report before you can print or export it because the Printable View and Export details buttons are not available in the report builder.
Answer: A
Explanation:
Section: Volume C
Explanation
NEW QUESTION # 32
Which one is the following is a salesforce.com definition for a Lead?
Answer: D
NEW QUESTION # 33
Sales reps miss key fields when filling out an opportunity record through the sales process. Reps need to move forward in stages but are unable to enter a previous stage. Which three options should a Platform Administrator use to address this need?
Answer: A,C,E
Explanation:
To ensure data integrity and guide sales reps through a structured process, a Platform Administrator should use a combination of tools. Opportunity Path (Option C) provides a visual representation of the stages and allows the admin to highlight "Key Fields" and "Guidance for Success" for each stage, making it clear what information is needed to progress. To enforce the entry of that data, Validation Rules (Option D) are used to prevent a user from moving to the next stage if specific fields are blank (e.g., AND(IsChanged(StageName), IsBlank(Discovery_Notes__c))). Additionally, marking fields as required on the Page Layout (Option A) ensures that the most fundamental data points are always captured. While Flow (Option B) can perform many tasks, it is not the primary way to mark fields as "required" in the UI. "Guided Selling" (Option E) is a specific term often associated with Salesforce CPQ rather than standard Opportunity management. Using Path, Validation Rules, and Page Layout requirements provides a robust framework for managing the sales lifecycle effectively.
NEW QUESTION # 34
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