Capacitación Certificación

What feature can be used to highlight diferrent summarized values in a report?

• Bucket field

• Subtotals

• Conditional Formatting

You would like to get a report of leads grouped by status. What kind of report would meet this requirement?

• Tabular

• Metric

• Summary

A consultant is working on a Salesforce implementation and has a question about the proposed configuration.

Which person should be recommended to answer the consultant’s question?

• Solution architect

• Developer

• Business Analyst

The Salesforce associate receives a request to make the Priority field visible. It should only be visible when the status of the custom obtect record is set to negotiation.

• Dynamic Forms

• Page layouts

• Apex code

GCC companies handles complaints via phone calls. To route cases to the correct department, support agents need to enter a category and subcategory on the case. Cases are often routed to the wrong team because agent select a subcategory that does not align with the category. What should GCC do to ensure agents choose a valid subcategory?

• Provide a list of subcategories for each category in the Path.

• Use a dependent pick list to limit the subcategories available 

• Create default values fo the category and subcategory fields.

In Setup, where should a Salesforce manager go to check a team member’s login history?

• Administration I Users I Roles

• Administration I Users I Profiles

• C Administration I Users I Users 

An associate wants to limit their Global Search results to only the Account object. What should the associate do to accomplish this?

• Navigate to Accounts in Object Manager and update the settings.

• Utilize the filter on the global search to search only in Accounts.

• Update search settings to Account only in User Settings.

the vp of sales would like to receive a dashboard daily. Her team should also receive the dashboard. A role hierarchy has been created so that the role of the VP of Sales is above her subordinate's role. How can this be achivied?

• Create a dashboard subcription and share with the VP of Sales role and subordinates.

• Create a dashboard subcription and share with a public group

• Create a dashboard subcription and share with individual users

A Salesforce associate wants to display the number of days until an opportunity closes on the opportunity report.

Which field type should they use create the field?

• Roll-up summary

• Number

• Formula

A Salesforce associate at Get Consulting receives a request to make changes to an existing field. 

How should they make this change to the existing field?

• Make the changes in a sandbox, test, deploy to production, and test

• Make the changes in production and test

• Make the changes in a sandbox, test, and then make the changes in production.