Ursa Major Solar uses the custom object Product Development to track Ideas R&D is wording on. A former administrator added the custom object Potential Name with a lookup to Product Development to allow R&D to track names under consideration for those product. The R&D manager recently ran a record and noticed several potential names where the relationship to the Product Development record was missing. The current administrator needs to change this relationship to master detail to ensure a potential name only exists when there is product development. Which two options are available for altering the existing Potential Name records for the deployment of this change to be successful?Choose 2 answers
Answer(s): A,B
Move any Potential Name records with blank lookup fields to the recycle bin or assign any Potential Name records with blank lookup fields to an existing record from Product Development are two options available for altering the existing Potential Name records for the deployment of this change to be successful. Changing a lookup relationship to a master-detail relationship requires that all child records have a parent record. Therefore, any Potential Name records that have blank lookup fields to Product Development need to be either deleted or assigned to a valid Product Development record before changing the relationship type
An administrator at Cloud Kicks has been tasked by the compliance team to flag where sensitive information is stored in Salesforce.What feature should the administrator use to fulfill this requirement?
Answer(s): A
Data Classification is the feature that the administrator should use to flag where sensitive information is stored in Salesforce. Data Classification is a feature that allows administrators to flag where sensitive information is stored in Salesforce by assigning sensitivity and classification levels to fields. Data Classification can help administrators comply with data privacy regulations and best practices by identifying and managing sensitive data in their orgs.
Cloud Kicks (CK) wants the forecast numbers to be shown by territory regardless of who owns the record. CK also wants a way to forecast based on role hierarchy. Which three options should an administrator recommend? Choose 3 answers
Answer(s): B,D,E
To show forecast numbers by territory regardless of who owns the record, CK should enable Territory Forecast. To forecast based on role hierarchy, CK should enable Role Hierarchy Forecast. To match the Territory Forecast to the Hierarchy Forecast model, CK should modify the Territory Forecast accordingly.
https://help.salesforce.com/s/articleView?id=sf.forecasts3_territory_forecasts.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.forecasts3_enable.htm&type=5
An administrator is given a .csv file of 5,000 leads with External Id and Status fields. They need to match existing and add new records with Data Loader.What action should be taken to populate the Status field on the records and add new records?
Answer(s): D
Upsert is an operation that can either update existing records or insert new records based on the External Id field. This way, the administrator can match existing leads and add new ones with Data Loader.
https://help.salesforce.com/s/articleView?id=sf.data_loader_upsert.htm&type=5
Cloud Kicks (CK) does business directly with individual consumers (B2C) and large businesses (B2B). Some of CK's B2C customers are employed at its larger customer accounts and should be tracked under both.Which two options will CK need to use to manage its customers' accounts? Choose 2 answers
Answer(s): A,C
To manage both B2C and B2B customers, CK should use Person Accounts and Contacts to Multiple Accounts features. Person Accounts allow CK to store information about individual consumers without requiring a separate account record. Contacts to Multiple Accounts allow CK to associate a contact with multiple accounts, such as their employer and their personal account.
https://help.salesforce.com/s/articleView?id=sf.account_person_behavior.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.account_contact_rel_overview.htm&type=5
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