![]() ![]() How should a System Administrator prevent users from selecting the Customer Record Type when they create new Account records? remove the customer record type as an assigned record type In the users profiles and permission sets Ursa Major Solar tracks both user issues and customer issues.Īn administrator needs to track both case types. The Customer record type is only for Accounts that have a Closed Won Opportunity. What feature allows a System Administrator to maintain the same Stage field with different values for two different teams? sales processes Universal Containers has three Account record types: Prospect, Customer, and Vendor. They want to use many of the same picklist values that are already defined for the Stage field but will need unique picklist values for each team. Universal Containers has a renewals sales team that will use the Opportunity object. What are two ways to accomplish this goal? Utilize the campaign influence related list on the oppportunity, Choose the primary campaign source for the opportunity. An administrator at Ursa Major Solar to allow a sales user to relate an opportunity to a campaign. only the finance team should see this related list however, all users should be able to view invoice payment reports create a new page layout and profile for the finance team. email alerts and OUTBOUND message also available universal containers wants to track invoice payments on an opportunity related list. which actions can be added in this situation? field update, create a task. ![]() what three options must be populated by the admin? sales process, profile assignment, page layout assignment a system admin wants to create a workflow rule and add two immediate actions to it. what should the system admin update to support this requirement? stage field pick list options in record types the admin at universal containers is creating a new opportunity record type. they will use many of the same opportunity fields as other teams, but need different stage values. which action will allow the system admin to create new record types?ĭ- change the stage to a multi select pick list create a new sales process Which feature allows universal containers to require a value in a custom date field when the opportunity stage changes to closing? validation rule Universal containers has a sales team focused on renewals. The System Admin is unable to create a custom record type for the opportunity object. What occurs as a result of this scenario? the user will be unable to log in at all An Administrator at Ursa Major Solar is converting a lead and needs to capture custom lead data on the converted contact, what should the administrator do to accomplish this goal? map custom lead fields to custom contact fields Universal Containers decides to start using Opportunity Record Types to differentiate renewals from new business. A user at Ursa Major Solar attempts to log in into Salesforce from an IP address that is outside the login IP range on the user's profile but within the organization-wide trusted IP range. how should a system admin implement this requirement? Create a formula field to calculate the time since the last update and display an image of a red flag if it meets the defined criteria. The System Administrator wants to verify that the workflow functions correctly.Which queue should the System Administrator view to monitor pending Workflow Actions? time based workflow queue Which object relates contacts to campaigns campaign members At universal containers, the sales managers would like opportunities that have not been updated in the past 30 days to be automatically flagged. also custom contact ( automatically converted to standard contact fields) Universal Containers created a Time-Based Workflow rule that sends a follow-up email to the customer two days after a Case is closed. how can the admin implement this functionality? install an app from the appExchange custom fields in the lead object can be mapped to which two types of fields? custom account, custom opportunity. after an opportunity has been approved, the contract is sent to the customer for signature as the final step in the approval process. Leads leads and contacts a new approval process is being adapted by Ursa Major Solar. ![]() How should the System Administrator implement this requirement? create a new page layout and profile for the finance team Which two objects can be related to Campaign Members?ĭ. Only the Finance Team should see this Related List however, all Users should be able to view Invoice Payment reports. Universal Containers wants to track Invoice Payments on an Opportunity Related List.
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