Term
Question Type: Single Choice
The administrator at Cloud Kicks recently replaced several case workflow rules with a single before save flow. Since this change, some cases are routing In unexpected ways.
What could be the cause or the charges to routing?
Options:
A. The old workflow rules are still active and impacting routing.
B. The flow precedes assignment rules; workflow rules are after assignment rules.
C. Assignment rules no longer reference the correct fields.
D. Multiple automation tools have been used and the automation is executed in a different order. |
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Definition
Answer: D
Explanation:
Multiple automation tools have been used and the automation is executed in a different order. This could cause some cases to route in unexpected ways, because the before save flow might override or conflict with the assignment rules or other automation tools that run after the record is saved. The administrator should review the order of execution and ensure that the flow logic is consistent with the other automation tools.
Reference: https://help.salesforce.com/s/articleView?id=sf.flow_concepts_trigger_order.htm&type=5 https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_triggers_order_of_execution.htm |
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Term
Sales management wants a small subset of users with different profiles and roles to be able to
view all data for compliance purposes. How can an administrator meet this requirement?
Options:
A. Assign delegated administrator to the subset of users to View All Data.
B. Create a new profile and role for the subset of users with the View All Data permission.
C. Enable the View All Data permission for the roles of the subset of users.
D. Create a permission set with the View All Data permission for the subset of users. |
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Definition
Answer: D
Explanation:
A permission set is a collection of settings and permissions that give users access to various tools and functions. The View All Data permission allows users to view all data, regardless of sharing settings. By creating a permission set with this permission and assigning it to the subset of users, the administrator can meet the requirement without changing their profiles or roles.
Reference:
https://help.salesforce.com/s/articleView?id=sf.perm_sets_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.admin_general_permissions.htm&type=5 |
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Term
The sales manager at Cloud Kicks (CK) wants to make sure the accounts that CK serves are happy. One way they track this is by how many open cases an account has with CK. The sales manager asks CK's administrator to build a report to show Accounts with Open Cases.
What report type would this be?
Options:
A. Bucket Report
B. Joined Report
C. Summary Report
D. Matrix Report |
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Definition
Answer: B
Explanation:
A joined report is a type of report that allows you to create multiple report blocks that provide different views of your data. Each report block can have its own fields, columns, sorting, and filtering. A joined report can only be created from summary or matrix reports. You can use a joined report to show data from different report types or data sources on a single report. In this case, you can use a joined report to show Accounts with Open Cases by creating two report blocks: one for accounts and one for cases with a filter for open status. You can then join the two blocks by a common field such as Account ID or Account Name.
Reference:
https://help.salesforce.com/s/articleView?id=sf.reports_joined_format.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.reports_examples_joined.htm&type=5 |
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Term
Cloud Kicks uses a Lightning web component to provide instructions to sales reps. An administrator needs to correct a spelling error in the displayed text in one of the Lightning web components.
What is the recommended tool to make the change?
Options:
A. Developer Org
B. VisualStudio Code
C. Salesforce Lightning Inspector
D. Developer Console |
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Definition
Answer: B
Explanation:
VisualStudio Code is a recommended tool to make the change in the displayed text in one of the Lightning web components. VisualStudio Code is an integrated development environment (IDE) that supports Salesforce development tools such as Salesforce Extensions for Visual Studio Code, Salesforce CLI, and Lightning Web Components. You can use VisualStudio Code to create, edit, debug, and deploy Lightning web components and other Salesforce metadata. To make the change in the displayed text, you need to open the HTML file of the Lightning web component in VisualStudio Code and modify the text element accordingly.
Reference:
https://developer.salesforce.com/tools/vscode https://developer.salesforce.com/docs/component-library/documentation/en/lwc/lwc.create_components |
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Term
Northen trail Outfitters (NTO) wants to change the current master-detail relationship between Shipments and Opportunity to a lookup relationship. The system administrator has made the necessary changes in a full sandbox and has successfully tested them against NTO's data.
Now that the changes are ready to implement in production, what should the system administrator do next?
Options:
A. Make the changes directly in the production org.
B. Create an Unmanaged Package to distribute to production.
C. Use Data Loader to export the changes to the production org.
D. Add the components to an outbound change set and deploy it to production. |
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Definition
Answer: D
Explanation:
To make sure that the changes are in production, you need to add the components to an outbound change set and deploy it to production. A change set is a tool that allows you to send customizations from one Salesforce org to another. A change set can contain components such as objects, fields, profiles, permission sets, workflows, and more. You can use change sets to migrate changes from a sandbox org to a production org or between two sandbox orgs that are affiliated with the same production org. In this case, you need to add the master-detail field and all the affected profiles to an outbound change set in your sandbox org and then deploy it to your production org.
Reference:
https://help.salesforce.com/s/articleView?id=sf.changesets.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.changesets_components_field.htm&type=5 |
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Term
A sales rep at Ursa Major Solar reafized that the wrong price book was selected for an opportunity.
How can the sales rep change the price book on the opportunity?
Options:
A. Once selected, the price book can be updated via the forecasts tab.
B. Once selected, the price book is locked on the opportunity.
C. They change can be made through the desktop site.
D. The change can be made through the mobile app. |
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Definition
Answer: C
Explanation:
The change can be made through the desktop site by using the Edit All button on the related list of products on the opportunity page. This button allows you to edit multiple products at once and change their price book entries. You cannot use this button on the mobile app, as it is not supported. You also cannot change the price book on the opportunity once it has products added to it, unless you remove all the products first.
Reference:
https://help.salesforce.com/s/articleView?id=sf.opportunity_products_edit.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.opportunity_products_change_pricebook.htm&type=5 |
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Term
Cloud Kicks uses a Review junction object to track product reviews by account. the Review object has a Master-Detail relationship to Account and a Master-Detail relationship to a customer Product object. A user accidentally deleted the Account, Product, and related Review records.
How should the deleted Review records be restored?
Options:
A. estore both the Account and Product master records from the Recycle Bin.
B. Restore the Review junction object record from the Recycle Bin.
C. Restore either the Account or Product master records from the Recycle Bin.
D. The Review object records are permanently deleted without the ability to restore. |
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Definition
Answer: A
Explanation:
To restore the deleted Review records, you need to restore both the Account and Product master records from the Recycle Bin. A master-detail relationship is a type of relationship that links two objects together and enforces a parent-child relationship between them. A master-detail relationship affects the security and deletion of the child records. If you delete a master record, all of its detail and subdetail records are deleted as well and moved to the Recycle Bin. To restore a detail or subdetail record, you must first restore its parent record.
Reference:
https://help.salesforce.com/s/articleView?id=sf.relationships_considerations.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.recyclebin_overview.htm&type=5 |
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Term
A request was made to import a spreadsheet of new Campaign Members. He system administrator started Data import Wizard but the Campaign Members object was unavailable as a choice. What is causing as a choice.
What is causing this occur?
Options:
A. The Salesforce,id field is required and was missing from the file.
B. The marketing user feature license assignment is missing on the admin's user record.
C. Import Wizard is only available for the Standard objects Accounts, Contacts, and Leads.
D. The Compaign Member option is only available for Update. |
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Definition
Answer: D
Explanation:
The Campaign Member option is only available for Update when using Data Import Wizard. This means that you can use Data Import Wizard to update existing campaign members with new or modified information, but you cannot use it to create new campaign members from a spreadsheet. To create new campaign members from a spreadsheet, you need to use other tools such as Data Loader, Import Wizard for Leads and Contacts, or Manage Members button on the campaign page.
Reference:
https://help.salesforce.com/s/articleView?id=sf.campaigns_members_adding_parent.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.data_importer.htm&type=5 |
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Term
An administrator at Clod Kicks has build a flow that delivers status update email to customers. Recently, there's been an increasae in support cases from customers reporting they had not received the email.
Where should the administrator look to investigate the issue?
Options:
A. Paused Flow Interviews
B. Process Automation Setting
C. Email Logs
D. Setup Audit Trail |
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Definition
Answer: C
Explanation:
Email logs are files that provide information about email delivery and activity in your Salesforce org. Email logs contain details such as sender, recipient, subject, date, status, error code, and more for each email sent or received within a specified time range. You can use email logs to investigate issues with email delivery or performance in your org. In this case, you can use email logs to check if the status update emails were sent successfully or if there were any errors or failures.
Reference:
https://help.salesforce.com/s/articleView?id=sf.email_logs.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.email_logs_format.htm&type=5 |
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Term
AW Computers has created a custom field called Government ID on a custom object. Most users with a custom Sales profile should be unable to access this field. A select group of Sales users called the Institutional Team should be able to access the Government ID field via reports.
How should an administrator accommodate this request?
Options:
A. Create a permission set with Read access to the field. Assign the permission set to the Institutional Team.
B. Configure a report type with the Government ID field. Assign this report type to the Institutional Team via a permission set.
C. Mark the field as Read Only on the sales profile. Create a permission set to re-enable reporting for the Institution Team.
D. Make a report with the Government ID field included. Share this report to the Institutional Team in a public reports folder. |
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Definition
Answer: A
Explanation:
A permission set is a collection of settings and permissions that give users access to various tools and functions in Salesforce. A permission set can be used to extend users' functional access without changing their profiles. You can assign permission sets to individual users or groups of users based on their business needs. In this case, you can create a permission set with Read access to the Government ID field on the custom object and assign it to the Institutional Team users who need access to this field via reports.
Reference:
https://help.salesforce.com/s/articleView?id=sf.perm_sets_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.perm_sets_create.htm&type=5 |
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Term
Cloud Kicks (CK) has an email parsing tool. CK wants to ensure that when certain field are updated, the Case Owner is notified by email.
What should the administrator use to email the Case Owner?
Options:
A. Email-to-Case
B. Outbound Message
C. Before Save Flow
D. After Save Flow |
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Definition
Answer: D
Explanation:
An after save flow is a type of flow that runs in the background after a record is saved and performs actions based on the record data or changes. An after save flow does not require user input or interaction and can be triggered by a record-triggered flow element or by an Apex trigger. In this case, you can create an after save flow that runs when a case record is updated and delivers status update email to customers based on certain criteria or conditions.
Reference:
https://help.salesforce.com/s/articleView?id=sf.flow_trigger_types.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.flow_concepts_trigger.htm&type=5 |
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Term
The administrator at Cloud Kicks noticed that a before trigger, which handles saving the original version of a record to an external database, fails. However, a flow configured for fast field updates runs successfully.
How should the administrator advise the developer?
Options:
A. Record-triggered flows that are configured to run before save execute prior to all before triggers.
B. A validation rule could be preventing records from ever meeting the conitions in the trigger.
C. The trigger is writing the data to the wrong place in the external data archive.
D. The code could be trying to create duplicates in the archieve when it is unable to. |
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Definition
Answer: D
Explanation:
One possible reason why the before trigger fails is that the code could be trying to create duplicates in the archive when it is unable to. A before trigger is a type of trigger that executes before a record is saved and can be used to validate or modify record data. In this case, the before trigger is supposed to save the original version of a record to an external database before it is updated or deleted in Salesforce. However, if the code does not handle errors or exceptions properly, it could try to create duplicate records in the external database when it is not allowed or possible. This could cause the trigger to fail and prevent the record from being saved in Salesforce.
Reference:
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_triggers.htm https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_triggers_context_variables.htm |
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Term
The sales department has asked to limit access to the Amount field on the Opportunity to only tnose users. In the sales department and on the executtve team, Northern Trail Outfitters uses six custom profiles including Sales User. Marketing user, call Center user. Executive User Sales Manager user, ana call Center Manager user. Field level access is removed from three or the profiles In the sandbox.
What action should an administrator take to make sure this change is in production?
Options:
A. Create a sandbox template and push it to production to reflect the update.
B. Manually restrict access to this field for each profile via Setup Just like the sandbox.
C. Deploy a change set from tht sandbox to prodUGBOffl including the Amount field with all the custom profiles.
D. Process a change set with the profiles that should no longer have access to the field. |
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Definition
Answer: C
Explanation:
A change set is a tool that allows you to send customizations from one Salesforce org to another. A change set can contain components such as objects, fields, profiles, permission sets, workflows, and more. You can use change sets to migrate changes from a sandbox org to a production org or between two sandbox orgs that are affiliated with the same production org. In this case, you can deploy a change set from the sandbox to production that includes the Amount field and all the custom profiles that need access to it. This way, you can update the field-level security settings for the field on each profile in one deployment.
Reference:
https://help.salesforce.com/s/articleView?id=sf.changesets.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.changesets_components_field.htm&type=5 |
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Term
A user at Universal Containers wants to load records Into a custom object named Location from a .csv file. While using Data Loader, they cannot find the Location object.
What are two reasons this is happening?
Choose 2 answers
Options:
A. The label of Location may have been changed.
B. Data Loader should only be used with standard objects.
C. Location has a master-detail field to Account.
D. The users profile needs create access to Location. |
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Definition
Answer: A, D
Explanation:
Two reasons why the user cannot find the Location object while using Data Loader are:
The label of Location may have been changed. The label of an object is the name that is displayed in the user interface and can be different from the API name that is used by Data Loader and other tools. If the label of Location has been changed to something else, such as Site or Venue, then the user may not be able to find it by searching for Location in Data Loader. The user should check the API name of the object in Object Manager or use the Describe Global operation in Data Loader to see all available objects and their labels.
The user's profile needs create access to Location. The user's profile determines what objects and fields they can access and what actions they can perform on them, such as creating, reading, updating, or deleting records. If the user's profile does not have create access to Location, then they will not be able to load records into that object using Data Loader. The user should check their profile permissions in Setup or ask their administrator to grant them create access to Location.
The other two options are incorrect because:
Data Loader should only be used with standard objects is not a reason because Data Loader can be used with both standard and custom objects, as long as they are accessible and queryable via the API.
Location has a master-detail field to Account is not a reason because having a master-detail field does not prevent an object from being available in Data Loader, as long as it meets the other requirements such as accessibility and queryability. |
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Term
Cloud Kicks has organization-wide sharing defaults on the opportunity set to private. However, members of the finance team need to see closed won opportunities. The Data team members all have roles under the finance director, while the sales team members have roles under the sales marager.
Which two options should the administrator use to meet these criteria?
Choose 2 answers
Options:
A. Share with roles and subordinates of the finance cirector role.
B. Make an owner-based sharing rule where the wnn field - true.
C. Create a criteria-based sharing rule where the won field = true.
D. Select all opportunities owned by the sales manager role. |
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Definition
Answer: A, C
Explanation:
Two options that the administrator should use to meet these criteria are:
Share with roles and subordinates of the finance director role. This option allows you to grant access to records based on the role hierarchy of your org. You can share records with users who are in a specific role or in roles below that role in the hierarchy. In this case, you can share records with roles and subordinates of the finance director role, which includes all the members of the finance team.
Create a criteria-based sharing rule where the won field = true. This option allows you to grant access to records based on certain field values or formulas. You can create a criteria-based sharing rule on opportunities that grants access to records where the won field is true, which means that the opportunity stage is closed won.
The other two options are incorrect because:
Make an owner-based sharing rule where the won field = true is not an option because owner-based sharing rules do not allow you to specify field values or formulas as criteria. Owner-based sharing rules only allow you to share records based on who owns them or what role or group they belong to.
Select all opportunities owned by the sales manager role is not an option because it does not meet the criteria of sharing all closed won opportunities. It only shares opportunities that are owned by users who are in the sales manager role, regardless of their stage. |
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Term
AW Computers has enabled the feature for Contact to multiple Accounts. A rep is trying to
remove the primary Account from a Contact but is unable to do so. The administrator has already
updated the page layout to no longer require an Account.
What could be the issue?
Options:
A. Private Contacts need to be enabled in Setup.
B. A primary Account relationship is required on a Contact regardless of the page layout settings.
C. The Contact has indirect relationships to other Accounts.
D. The Account Contact relationship record needs to be deleted first in order to disassociate the Contact from the Account. |
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Definition
Answer: B
Explanation:
A primary account relationship is a feature that allows you to link a contact to a single account as its primary account. A primary account relationship is required on a contact regardless of the page layout settings or the contact to multiple accounts feature. This means that you cannot remove the primary account from a contact, but you can change it to another account. You can also add secondary accounts to a contact if you have enabled the contact to multiple accounts feature.
Reference:
https://help.salesforce.com/s/articleView?id=sf.contacts_multiple_accounts.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.contacts_fields.htm&type=5 |
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Term
On the Contact record, if a contact has the value of 'CEO' in the Title field, the administrator wants to require the users to also put a phone number in the Phone field.
What formula should the administrator put in the Error Condition Formula of a validation rule to enable this?
Options:
A. Title = 'CEO' && NOT(ISBLANK(Phone))
B. Title <> 'CEO' && NOT(ISBLANK(Phone))
C. Title = 'CEO' && ISBLANK(Phone)
D. Title <> 'CEO' && ISBLANK(Phone) |
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Definition
Answer: C
Explanation:
The error condition formula of a validation rule should return TRUE when the validation rule should fire and display an error message. In this case, the validation rule should fire when the Title field has the value of 'CEO' and the Phone field is blank. The formula Title = 'CEO' && ISBLANK(Phone) returns TRUE when both conditions are met, and FALSE otherwise.
Reference:
https://help.salesforce.com/s/articleView?id=sf.fields_useful_field_validation_formulas.htm&type=5 |
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Term
Cloud Kicks needs to track government-issued identification numbers for its customers. The security team requires that the identification number cannot changed by users and must be masked when displayed, except the last two digits.
Which two recommended configurators should administrator create? Choose 2 answers
Options:
A. Use a field with Classic Encryption.
B. Enable Shield Platform Encryption.
C. Configure a Field Encryption Policy
D. SetRead-Only Field-Level Security in the user Profile |
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Definition
Answer: B, C
Explanation:
Shield Platform Encryption is a Salesforce feature that allows you to encrypt sensitive data at rest while preserving critical platform functionality. It uses a combination of tenant secrets, encryption keys, and masking policies to protect your data. A field encryption policy is a set of rules that defines which fields are encrypted and how they are masked when displayed. A field encryption policy can be used to encrypt and mask the identification number field, except for the last two digits.
Reference:
https://help.salesforce.com/s/articleView?id=sf.security_pe_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.security_pe_field_encryption_policies.htm&type=5 |
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Term
Ursa Major Solar allows accounts to apply for loans to purchase solar panrts. Financial information will be stored in a custom object. Only finance team members should see the related financial information about the account.
What kind of field should the administrator create in the custom object?
Options:
A. Lookup Relationship
B. External Relationship
C. Hierarchical Relationship
D. Master-Detail Reiatic |
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Definition
Answer: A
Explanation:
A lookup relationship is a type of field that links one object to another object. It allows you to access related data from another object and display it on a record page. A lookup relationship can be used to link the custom object that stores financial information to the Account object, so that only finance team members can see the related financial information about the account.
Reference:
https://help.salesforce.com/s/articleView?id=sf.relationships_lookup.htm&type=5 |
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Term
Ursa Major Solar allows accounts to apply for loans to purchase solar panrts. Financial information will be stored in a custom object. Only finance team members should see the related financial information about the account.
What kind of field should the administrator create in the custom object?
Options:
A. Lookup Relationship
B. External Relationship
C. Hierarchical Relationship
D. Master-Detail Reiatic |
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Definition
Answer: A
Explanation:
A lookup relationship is a type of field that links one object to another object. It allows you to access related data from another object and display it on a record page. A lookup relationship can be used to link the custom object that stores financial information to the Account object, so that only finance team members can see the related financial information about the account.
Reference:
https://help.salesforce.com/s/articleView?id=sf.relationships_lookup.htm&type=5 |
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Term
An administrator wants to determine if brute-force password attacks are being used against the org. A brute-force attack is when multiple password combinations are attempted in a short time period.
Where should the administrator look for more information?
Options:
A. Login Forensics
B. Connected Apps OAuth Usage
C. Event Manager
D. User Field History Tracking] |
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Definition
Answer: A
Explanation:
Login Forensics is a Salesforce feature that allows you to monitor and analyze login behavior and trends in your org. It can help you identify and prevent brute-force password attacks by showing you the number of login attempts, successes, and failures per user, location, and device. You can also set up alerts to notify you when a user exceeds a certain number of login failures or when a login originates from an unusual location or device.
Reference:
https://help.salesforce.com/s/articleView?id=sf.security_loginforensics.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.security_loginforensics_alerts.htm&type=5 |
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Term
Cloud Kicks needs to create 10 separate environments for various projects. A developer sandbox has been created with the necessary configuration and data
a. The administrator needs to create 10 now environments with the same metadata and data for each user.
What should the administrator do to meet the requirements?
Options:
A Use refresh sandbox without Auto Activate.
B Use the existing sandbox as a sandbox template.
C Use clone a sandbox option from the existing sandbox.
D Use a scratch org definition to copy sandbox. |
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Definition
Answer: C
Explanation:
Cloning a sandbox creates a duplicate copy of an existing sandbox with the same type, name, description, configuration, and license type as the original sandbox. Cloning a sandbox is useful when you need to create multiple sandboxes with the same metadata and data for testing or development purposes.
Reference:
https://help.salesforce.com/s/articleView?id=sf.data_sandbox_clone.htm&type=5 |
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Term
Cloud Kicks would like to reassign ownership of all leads that are open and more than 60 days old. The system administrator has written an assignment rule to distribute these leads to the correct owners or queues.
Which two tools should the administrator use to update the owner of these leads?
Choose 2 answers
Options:
A Bulk API
B Mass Update
C Dataloader.io
D Import Wizard |
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Definition
Answer: A, C
Explanation:
Bulk API and Dataloader.io are both tools that can be used to update large numbers of records in Salesforce. Bulk API is a RESTful API that allows you to create, update, delete, or query millions of records asynchronously by submitting batches of data. Dataloader.io is a web-based data loader tool that allows you to import, export, or delete data using a simple user interface.
Reference:
https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_intro.htm https://dataloader.io/ |
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Term
Cloud Kicks users report receiving an 'Apex CPU time limit exceeded' error message when attempting to close certain opportunity records. This does not occur on every opportunity record change or for every user.
What is the recommended method for the administrator to identify the cause?
Options:
A Monitor with Login Forensics.
B Enable Debug Logging for users.
C Review the Setup Audit Trail.
D Set up Apex Exception Email alerts |
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Definition
Answer: B
Explanation:
Debug logs capture database operations, system processes, and errors that occur when executing a transaction or running unit tests. Debug logs can help identify the cause of Apex CPU time limit exceeded errors by showing the execution time of each Apex statement and trigger.
Reference:
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_debugging_debug_logs.htm |
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Term
Cloud Kicks uses a dashboard with multiple components based on account, case, and opportunity reports. The system administrator adds a dashboard filter on Account Owner. When filtering the dashboard by Account Owner, records are now missing from several Opportunity components.
What is the recommended way for the system administrator to resolve this issue?
Options:
A. Add a cross-filter to the opportunity source reports.
B. Use a custom report type for accounts with or without opportunities.
C. On the Opportunity components, change the equivalent field.
D. Create a joined Accounts and Opportunities report for the components. |
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Definition
Answer: C
Explanation:
The equivalent field is the field that matches the dashboard filter field on the source report object. For example, if the dashboard filter is on Account Owner, then the equivalent field on the Opportunity object is Opportunity Owner. Changing the equivalent field ensures that the dashboard filter applies correctly to the opportunity components.
Reference:
https://help.salesforce.com/s/articleView?id=sf.dashboard_filters.htm&type=5 |
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Term
When an account has more than five open opportunities over US$10,000, the sales rep should have an option on the account page to start the escalation process to allocate additional resources.
Which two configurations should the administrator create?
Choose 2 answers
Options:
A. Component Visibility filter
B. Formula field
C. Roll-Up Summary field
D, Dynamic Forms |
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Definition
Answer: B, D
Explanation:
Formula fields and Dynamic Forms should be created to meet the requirements because a formula field can be used to count the number of open opportunities over US$10,000 related to an account using a roll-up summary filter condition, and Dynamic Forms can be used to display or hide a component on an account page based on a visibility filter using the formula field value.
Reference:
https://help.salesforce.com/s/articleView?id=sf.customize_functions_i_z.htm |
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Term
The Cloud Kicks security team has seen an increase in unattended device attacks, where hackers can view sensitive information when users leave devices unlocked in public settings. The security team wants to ensure Salesforce data cannot be viewed after 10 minutes of inactivity.
What is the recommended security setting to configure?
Options:
A. Enforce login IP ranges on every request.
B. Lock sessions to the domain in which they were first used.
C. Require a high-assurance session.
D. Force logout on session timeout. |
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Definition
Answer: D
Explanation:
Force logout on session timeout is the recommended security setting to configure because it prevents users from resuming their sessions after they time out due to inactivity, which reduces the risk of unauthorized access to Salesforce data from unattended devices.
Reference:
https://help.salesforce.com/s/articleView?id=sf.security_sessions_logout.htm&type=5 |
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Term
AW Computing continues to grow and has concerns about the volume of sensitive data being stored in its organization. The administrator suggests utilizing Salesforce Shield.
What should the team consider before implementing Salesforce Shield?
Options:
A. Encrypted f elcz art j-ab e to be referenced in flows.
B. Einstein Lead Scoring is available on encrypted fields.
C. Paused flows can cause data to be saved in an unencrypted state.
D. Shield Platform Encryption can be used with custom metadata types. |
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Definition
Answer: C
Explanation:
Paused flows can cause data to be saved in an unencrypted state because when a flow pauses, Salesforce saves its state and any data it has collected in a flow interview object, which is not encrypted by Shield Platform Encryption.
Reference:
https://help.salesforce.com/s/articleView?id=sf.security_pe_considerations_flows.htm&type=5 |
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Term
Which three fields should be used as filter criteria? Choose 3 answers
Options:
A. A phone field that provides the full phone number of the seller.
B. A multi-select picklist field that designates features of the listing.
C. A number field that designates the square footage of the listing.
D. A formula field that calculates a price for the listing.
E. A picklist field that designates the county of the listing. |
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Definition
Answer: A, C, E
Explanation:
A phone field that provides the full phone number of the seller, a number field that designates the square footage of the listing, and a picklist field that designates the county of the listing should be used as filter criteria because they are fields that can be used to narrow down the report results based on specific values or ranges. A multi-select picklist field that designates features of the listing and a formula field that calculates a price for the listing should not be used as filter criteria because they are fields that cannot be filtered on in reports.
Reference:
https://help.salesforce.com/s/articleView?id=sf.reports_filtering.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.reports_fields_unavailable.htm&type=5 |
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Term
Cloud Kicks has an export of Order and Order Item data from an enterprise resource planning (ERP) system. The data must be imported into the Salesforce Order and Order Product objects, while maintaining the relationships in the data.
What are two ways the administrator should load the data?
Choose 2 answers
Options:
A. Use an Upsert operation to load data.
B. Use an Insert operation to load data.
C. Replace the Salesforce record ID with the External ID.
D. Map an External ID data value to the object. |
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Definition
Answer: B, D
Explanation:
Use an Insert operation to load data because the data is not already in Salesforce and does not need to be updated or deleted3.Map an External ID data value to the object because External IDs are used to create relationships between records that are being imported and records that already exist in Salesforce4.
Reference:
3https://help.salesforce.com/s/articleView?id=sf.data_loader_insert.htm&type=54https://help.salesforce.com/s/articleView?id=sf.data_loader_relationships.htm&type=5 |
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Term
Ursa Major Solar wants to add a chat component to its corporate website, where its service agents can respond directly from Salesforce.
What are two considerations the administrator should understand before adding Chat to the Service Console? Choose 2 answers
Options:
A. Chat is unavailable in Lightning Experience if also using Omni-Channel.
B. Chat can only be added to standard navigation Lightning apps.
C. Chat must be routed with Omni-Channel in Lightning Experience.
D. Chat can only be added to Console navigation Lightning apps. |
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Definition
Answer: C, D
Explanation:
Chat must be routed with Omni-Channel in Lightning Experience because Omni-Channel is the only way to route chats to agents in Lightning Experience. Chat can only be added to Console navigation Lightning apps because Chat is a console app feature and requires a console app with a console navigation style.
Reference:
1https://help.salesforce.com/s/articleView?id=sf.live_agent_chat_omnichannel.htm&type=52https://help.salesforce.com/s/articleView?id=sf.live_agent_chat_app.htm&type=5 |
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Term
The operations team at Ursa Major Solar (UMS) currently tracks installations using a spreadsheet. The information captured includes customer name, address, purchase and installation dates, configuration specs, and additional installer instructions. UMS's CEO would like to utilize Salesforce to track this information instead.
Which action should the administrator take to meet this requirement?
Options:
A. Use the Salesforce REST API to create the object and also import the data.
B. Use Lightning Object Creator to create the object and also import the data.
C. Use Schema Builder to create the object and also import the data.
D. Use Object Manager to create the object and also import the data. |
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Definition
Answer: B
Explanation:
Lightning Object Creator is a tool that allows you to create custom objects and fields from a spreadsheet in a few clicks. Lightning Object Creator analyzes the spreadsheet data and suggests the best way to map it to Salesforce fields and relationships. You can also import the data from the spreadsheet into the new custom object and view it in a list view or a related list. In this case, you can use Lightning Object Creator to create a custom Project object from the spreadsheet that tracks installations and also import the data into the new object.
Reference:
https://help.salesforce.com/s/articleView?id=sf.object_creator_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.object_creator_create_object.htm&type=5 |
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Term
Cloud Kicks (CK) is working on adding a knowledge base to its online customer community. The administrator suggests using Salesforce Knowledge to meet this requirement.
What are three reasons CK should utilize data categories when creating articles in Knowledge?
Choose 3 answers
Options:
A. Up to five data category groups can be created for segmentation.
B. Data categories help organize the knowledge base content displayed.
C. Every article is required to have a Data Category for sorting
D. Data categories provide a way to secure access to the K. knowledge base content.
E. A knowledge article can be tagged to more than one Data Category. |
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Definition
Answer: B, D, E
Explanation:
Three reasons CK should utilize data categories when creating articles in Knowledge are
Data categories help organize the knowledge base content displayed. Data categories are logical groupings of articles that reflect your business needs and processes. You can create a data category group and assign it to one or more article types, and then create data categories and subcategories within that group. Data categories help you organize your articles by topic or criteria and make them easier to find and browse for your users or customers.
Data categories provide a way to secure access to the knowledge base content. Data category visibility is a setting that determines which data categories users can access based on their profiles or permission sets. You can use data category visibility to control access to your articles based on their data categories and ensure that only relevant and appropriate content is displayed to different users or customers.
A knowledge article can be tagged to more than one data category. A knowledge article is a document that provides information or answers to common questions or issues. A knowledge article can be tagged to one or more data categories within each data category group that is assigned to its article type. This allows you to classify your articles by multiple criteria and make them searchable and accessible by different users or customers. |
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Term
Ursa Major Solar (UMS) wants to identify customers that need to install a new solar panel monitor system it recently released. UMS tracks the installed products as Asset records that art related to the Account. Sales management has asked the administrator to create a report for users.
What is the recommended method for the administrator to meet the requirement?
Options:
A. Use PREVGROUPVAL() in Report Builder.
B. Use Role Hierarchy filter to restrict related records.
C. Use a Summary report with Bucket Columns.
D. Use a Cross Filter with WITHOUT logic. |
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Definition
Answer: D
Explanation:
A cross filter with WITHOUT logic is a method for creating a report that shows accounts that are missing certain related records. A cross filter is a filter that lets you include or exclude records in your report based on related objects and their fields. You can use cross filters to create reports on accounts with or without opportunities, contacts, cases, or other related objects. In this case, you can use a cross filter with WITHOUT logic to show accounts without assets that have a certain product name or code. This way, you can identify customers that need to install a new solar panel monitor system.
Reference:
https://help.salesforce.com/s/articleView?id=sf.reports_cross_filters.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.reports_examples_cross_filters.htm&type=5 |
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Term
DreamHouse Realty wants better insights into potential revenue in the next quarter and is considering using Collaborative Forecasts.
What should the administrator consider when setting up Collaborative Forecasts?
Options:
A. Opportunity Split data cannot be viewed in a forecast.
B. A forecast can be either revenue-based or quantity-based.
C. A single org can have up to six different types of forecasts.
D. The default forecast categories cannot be customized. |
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Definition
Answer: B
Explanation:
A forecast is a projection of how much revenue or quantity you can generate from your sales pipeline for a given period of time. A forecast can be either revenue-based or quantity-based, depending on what you want to measure and track. A revenue-based forecast shows the amount of money expected from closed sales, while a quantity-based forecast shows the number of units expected from closed sales. You can choose the forecast type that best suits your business needs and goals when you set up Collaborative Forecasts in Salesforce.
Reference:
https://help.salesforce.com/s/articleView?id=sf.forecasts3_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.forecasts3_forecast_types.htm&type=5 |
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Term
DreamHouse Realty wants better insights into potential revenue in the next quarter and is considering using Collaborative Forecasts.
What should the administrator consider when setting up Collaborative Forecasts?
Options:
A. Opportunity Split data cannot be viewed in a forecast.
B. A forecast can be either revenue-based or quantity-based.
C. A single org can have up to six different types of forecasts.
D. The default forecast categories cannot be customized. |
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Definition
Answer: B
Explanation:
A forecast is a projection of how much revenue or quantity you can generate from your sales pipeline for a given period of time. A forecast can be either revenue-based or quantity-based, depending on what you want to measure and track. A revenue-based forecast shows the amount of money expected from closed sales, while a quantity-based forecast shows the number of units expected from closed sales. You can choose the forecast type that best suits your business needs and goals when you set up Collaborative Forecasts in Salesforce.
Reference:
https://help.salesforce.com/s/articleView?id=sf.forecasts3_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.forecasts3_forecast_types.htm&type=5 |
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Term
As part of their yearly audit, the compliance team at Cloud Kicks would like to track when a user's profile has been changed and who changed the data.
What should the administrator review to meet this requirement?
Options:
A. Field History Tracking
B. Setup Audit Trail
C. Historical Trending
D. Analytic Snapshot |
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Definition
Answer: B
Explanation:
The Setup Audit Trail is a tool that allows you to view and download a log of changes made in your org's Setup area. The log shows up to 20 fields of information for each change, such as who made it, when it was made, what type of change it was, and what values were changed. You can use the Setup Audit Trail to track configuration changes directly in production and identify any unauthorized or problematic changes. One of the changes that the Setup Audit Trail tracks is when a user's profile is changed and who changed it. This means that you can use the Setup Audit Trail to see when a user's profile has been changed and who changed the data.
Reference:
https://help.salesforce.com/s/articleView?id=sf.monitorsetup.htm&type=5 |
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Term
Cloud Kicks tracks project details in a custom Project object. Project milestones are tracked in a second custom object, with a reference to the parent project record. Users need to automatically create a standard set of related project milestones when a Project record is created.
What is the recommended automation solution?
Options:
A. Field Service flow
B. Scheduled flow
C. Before-save autolaunched flow
D. After-save autolaunched flow |
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Definition
Answer: D
Explanation:
An after-save autolaunched flow is a type of flow that runs in the background when a record is saved and performs actions based on the record data or changes. An after-save autolaunched flow does not require user input or interaction and can be triggered by a record-triggered flow element or by an Apex trigger. In this case, you can create an after-save autolaunched flow that runs when a project record is created and creates a standard set of related project milestone records based on predefined values or variables.
Reference:
https://help.salesforce.com/s/articleView?id=sf.flow_trigger_types.htm&type=5 https://help.sales |
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Term
Ursa Major Solar (UMS) receives hundred of cases every week from both consumers and retail partners. UMS wants to ensure it's meeting all service-level agreements to maintain high levels of customer satisfaction.
What should the administrator do to help meet this goal?
Options:
A. Set up and configure Entitlement Process to design timelines and track issue resolution.
B. Configure the Milestones object on Service Contracts to sequential milestones for common case issues.
C. Design a Net Promoter Score survey using Surveys that is a. utomatically sent when a case is closed.
D. Expose the Service Contracts object in the Service Console for an agent to view when working a case. |
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Definition
Answer: A
Explanation:
An entitlement process is a feature that allows you to define and enforce service-level agreements (SLAs) for your customers based on certain criteria and timelines. An entitlement process consists of milestones and actions that represent required steps and time limits for resolving customer issues. You can use entitlement processes to track if your support team is meeting your SLAs and providing consistent service quality to your customers. In this case, you can set up and configure entitlement processes for different types of cases and assign them to accounts or contacts based on their service contracts or warranties.
Reference:
https://help.salesforce.com/s/articleView?id=sf.entitlements_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.entitlements_process.htm&type=5 |
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Term
Cloud Kicks users need to link multiple Case records to multiple outcome records stored in a custom object. Any user that can view the Case record must be able to create a link. The administrator creates a case outcome custom object.
What is the recommended option to use when adding a field to Case Outcome?
Options:
A. Lookup relationship with Ready-Only sharing setting.
B. Master-detail relationship with Read-Only sharing setting.
C. Lookup relationship with Read/Write sharing setting
D. Mater-detail relationship with Read/Write sharing setting |
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Definition
Answer: C
Explanation:
A lookup relationship with a read/write sharing setting is the recommended option to use when adding a field to the Case Outcome custom object. A lookup relationship is a type of relationship that links two objects together and allows users to associate one record with another. A lookup relationship does not affect the security or deletion of either record and can be optional or required. In this case, you can create a lookup relationship field on Case Outcome object that references Case object and allows users to link multiple Case records to multiple Case Outcome records. You can also set the sharing setting for the lookup field to Read/Write, which means that users who have access to the parent record can also access and edit the child record.
Reference:
https://help.salesforce.com/s/articleView?id=sf.relationships_lookup.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.relationships_considerations_lookup.htm&type=5 |
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Term
An administrator would Like to know If any other administrators or delegated administrators are using the Log In As a User feature.
Where the administrators should are using the Log in As a User feature.
Options:
A. Grant Account Login Access
B. Setup Audit Trail
C. Connected App Usage
D. Login History |
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Definition
Answer: B
Explanation:
The Setup Audit Trail is a tool that allows you to view and download a log of changes made in your org's Setup area. The log shows up to 20 fields of information for each change, such as who made it, when it was made, what type of change it was, and what values were changed. You can use the Setup Audit Trail to track configuration changes directly in production and identify any unauthorized or problematic changes. One of the changes that the Setup Audit Trail tracks is when a user grants login access to another user. This means that you can use the Setup Audit Trail to see if any other administrators or delegated administrators are using the Log In As a User feature.
Reference:
https://help.salesforce.com/s/articleView?id=sf.monitorsetup.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.remoteaccess_granting_login_access.htm&type=5 |
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Term
The administrator at Cloud Kicks created a flow in a sandbox that walks service agents through the Return Merchandise Authorization creation process. The administrator deployed the flow to production with a Change Set. Users are unable to use the flow in production.
Which step should the administrator take?
Activate the flow administrator take?
Options:
A. Activate the flow manually after deployment.
B. Include the active and prior inactive flow version in the Change Set.
C. Ensure there is an active flow version in the sandbox.
D. Deployment the flow, with the Metadata API instead of Change Sets
Answer: A |
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Definition
Explanation:
A flow is an automation tool that allows you to create processes that perform actions based on user input or record changes. A flow can be triggered by a user who launches it from a button, link, or Lightning page, or by the system when a record is created or updated. A flow has different versions that can be active or inactive. An active version is the one that runs when the flow is triggered, while an inactive version is the one that is saved but not running. When you deploy a flow to production with a change set, the flow version is deployed as inactive by default. This means that you need to activate the flow manually after deployment if you want it to run in production.
Reference:
https://help.salesforce.com/s/articleView?id=sf.flow_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.flow_distribute_changesets.htm&type=5 |
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Term
Question Type: Single Choice
The administrator at Cloud Kicks is evaluating the capabilities of Schema Builder to create custom objects and custom fields. The administrator likes the user interface of the Schema Builder, as opposed to the new object and field wizards, but also notices some limitations.
What needs to be configured from the object manager instead of the Schema Builder?
Options:
A. Add custom fields to the page layout.
B. Make available for the customer portal.
C. Enable field history tracking
D. Allow Reports and Activities |
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Definition
Answer: C
Explanation:
Field history tracking is a feature that allows you to monitor changes to certain fields on an object and display them in a history-related list. Field history tracking can help you audit data quality, compliance, or business processes. Field history tracking cannot be configured from Schema Builder, but it can be configured from Object Manager. In Object Manager, you can select an object and enable field history tracking from its settings page. Then, you can choose up to 20 fields per object to track and add the history-related list to the page layout.
Reference:
https://help.salesforce.com/s/articleView?id=sf.tracking_field_history.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.schema_builder_overview.htm&type=5 |
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Term
Users at Ursa Major Solar want to create complex dashboards with supporting charts based on data to come from a variety of sources, some of which live on the internal company shared drives.
Which product should the administrator recommend to meet the users' needs?
Options:
A. Lightning Dashboard Builder
B. Report Bulkier
C. List views
D. Tableau CKM |
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Definition
Answer: D
Explanation:
Tableau CRM is a product that allows you to create complex dashboards with supporting charts based on data from a variety of sources, including Salesforce data and external data sources. Tableau CRM uses an analytics platform that stores data in datasets and lets you explore and visualize data using lenses and dashboards. You can also use artificial intelligence and machine learning features to discover insights and make predictions from your data. Tableau CRM is integrated with Salesforce and can be accessed from various apps and objects.
Reference:
https://help.salesforce.com/s/articleView?id=sf.bi_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.bi_data_overview.htm&type=5 |
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Term
Universal Containers has a Private sharing model for Accounts and Opportunities. A new team is being created from within the sales team that will be assigned all renewal opportunities. These users will need to see all closed won opportunities while keeping the account private.
How should the administrator meet this requirement?
Options:
A. Update the organization-wide default on Opportunities to Public Read Only and add them to the opportunities team.
B. Create a permission set with View All enabled on Accounts and assign it to the new users.
C. Create a new profile for the renewals team with View All permission enabled on Accounts and Opportunities.
D. Create a public group for the renewals team and create a criteria based sharing rule on Opportunities. |
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Definition
Answer: D
Explanation:
A public group is a grouping of users, roles, roles and subordinates, or other groups that can be used to share access to records or folders. A sharing rule is a rule that grants additional access to records based on certain criteria or ownership. In this case, the administrator should create a public group for the renewals team and create a criteria based sharing rule on opportunities that grants read-only access to the group for all closed won opportunities. This way, the renewals team can see all the opportunities that are eligible for renewal while keeping the account private.
Reference:
https://help.salesforce.com/s/articleView?id=sf.admin_sharing.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.sharing_rules.htm&type=5 |
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Term
AW Computing organizes its sales regions as East, Central, and West. Each region has sales reps, a sales director, and sales operations members. The organization-wide default for all objects is set to private. Members of the operations team for the East region need access to all the accounts and opportunities in the region.
How should the administrator configure this requirement?
Options:
A. Instruct the operations team members to add themselves to the account teams.
B. Share an opportunity by sharing it with a public group containing the East operations profile.
C. Assign to a role in the role hierarchy positioned above the East sales director.
D. Utilize territory management to add the operations team to the East territory. |
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Definition
Answer: D
Explanation:
Territory management is a feature that allows you to grant access to accounts and opportunities based on criteria such as geography, industry, product line, or customer size. A territory is a grouping of accounts and users that represents a market segment or business unit. In this case, the administrator should utilize territory management to add the operations team to the East territory, which contains all the accounts and opportunities in the East region. This way, the operations team members can access all the records in their territory regardless of who owns them or what the organization-wide default is.
Reference:
https://help.salesforce.com/s/articleView?id=sf.territories_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.territories_define.htm&type=5 |
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Term
Cloud Kicks (CK) typically sells Its products direct to consumer and tracks sales using the Order object In Salesforce. The head of sales has now decided that CK will also sell to retail locations for resale. The administrator wants to leverage opportunities and opportunity products for these new deals.
What should the administrator do to track accurate sales data on opportunities?
Options:
A. Create new Products with the new retail pricing.
B. Add a new Order Process for Orders generated from opportunities.
C. Create a new Price Book for the new retail pricing.
D. Add a required lookup field from the Order to the opportunity. |
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Definition
Answer: C
Explanation:
A price book is a list of products and their prices that can be added to an opportunity. A product can have different prices for different markets or segments, and these prices are stored in different price books. In this case, the administrator should create a new price book for the new retail pricing and add the products that are sold to retail locations for resale. This way, the users can select the appropriate price book and products for their opportunities based on the type of customer they are selling to.
Reference:
https://help.salesforce.com/s/articleView?id=sf.products_pricebooks.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.products_define.htm&type=5 |
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Term
AW Computing has implemented the Contacts to Multiple Accounts functionality. Users should be able to distinguish between contacts and related contacts.
What should the administrator do to configure the account page layout?
Options:
A. Display both the contacts and the related contacts related lists.
B. Display the related accounts related list on the page layout.
C. Display the related contacts related list and add the direct field.
D. Display the contacts related list and add the related field. |
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Definition
Answer: C
Explanation:
Displaying the related contacts related list and adding the direct field will allow users to distinguish between contacts and related contacts. The related contacts related list shows all contacts that are related to an account, either directly or indirectly. The direct field indicates whether a contact is directly associated with an account or not. By adding this field to the related list, users can easily see which contacts are direct and which are not.
Reference:
https://help.salesforce.com/s/articleView?id=sf.contacts_multiple_accounts.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.contacts_multiple_accounts_direct_field.htm&type=5 |
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Term
A custom object called Item has a many-to-many relationship with the Account and Quota objects. At Cloud Kicks, account owners are changed frequently while ownership of Quota records remains unchanged. When an account owner is updated, the new account owner can only see Item records if they are also the owner of the Quota record.
What step should the administrator take to give access to all Item records?
Change the data format of the Quota relationship field from master-detail to lookup.
Options:
A. Re-assign the Quota master-detail to the primary and the
B. Account master-detail to secondary.
C. Create a Quota criteria-based sharing rule using ISCHANGED for the Account Owner field.
D. Give the account owner Read access to both the Account and the Quota objects |
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Definition
Answer: D
Explanation:
Giving the account owner Read access to both the Account and the Quota objects will give access to all Item records. Since Item is a junction object between Account and Quota, users need to have at least Read access to both parent objects to see Item records. If users have access to only one parent object, they will not be able to see Item records related to the other parent object.
Reference:
https://help.salesforce.com/s/articleView?id=sf.relationships_manytomany.htm&type=5 |
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Term
Sales reps at Ursa Major Solar often give discounts depending on the configuration of the solar panel system. Customers want to know what the different configuration options are. Sales management wants to ensure the opportunity pipeline is as accurate as possible.
What should sales reps do to ensure their quotes and opportunities reflect their sales?
Options:
A. Update the quote record each time the customer requests a different product configuration and clicks the sync button to update the opportunity.
B. Create a new quote record for each of the different product configurations. Sync the most likely to be purchased back to the opportunity.
C. Create new opportunities for each quote request. Change the forecast category to omitted for all except the most likely to be purchased.
D. Use the products related list to associate the different configurations with the opportunity. Update the Amount field with the most likely purchase price. |
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Definition
Answer: B
Explanation:
Creating a new quote record for each of the different product configurations and syncing the most likely to be purchased back to the opportunity will ensure that their quotes and opportunities reflect their sales. This way, sales reps can show customers different options and prices, and keep track of which one is most likely to close. Syncing a quote with an opportunity will update the opportunity amount, stage, and expected revenue fields based on the quote information.
Reference:
ttps://help.salesforce.com/s/articleView?id=sf.quotes_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.quotes_syncing.htm&type=5 |
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