Free TVB-201 Exam Braindumps (page: 20)

Page 20 of 63

Ursa Major Solar uses two different page layouts for Account records. One page layout reflects the fields related to customer accounts and another page layout includes fields for partner accounts. The administrator has assigned the customer account page layout to sales and support users and the partner account layout to the partner management team.
What should the administrator configure to meet this requirement?

  1. Use a public group and a criteria-based sharing rule to share customer accounts with the partner team.
  2. Add members of the partner management team to the default Account team for the customer accounts.
  3. Grant create, read, edit and delete access to customer accounts on the partner team profile.
  4. Create one record type for customer accounts and one record type for partner accounts.

Answer(s): D

Explanation:

Record types are a way to assign different page layouts and picklist values to different users based on their business needs. To use two different page layouts for customer and partner accounts, create one record type for each account type and assign them to the appropriate page layouts and profiles.


Reference:

https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5



User at Cloud Kicks want to see information more useful for their role on the Case page. How should an administrator make the pages more dynamic and easier to use?

  1. Add Component visibility filters to the Components.
  2. Remove fields from the record details component.
  3. Delete the extra component from the page.
  4. Include more tab components with filters.

Answer(s): A

Explanation:

Component visibility filters are a way to make the record pages more dynamic and easier to use by showing or hiding components based on certain criteria. For example, users can see different components based on their profile, role, record type, or field values.


Reference:

https://help.salesforce.com/s/articleView?id=sf.app_builder_component_visibility.htm&type=5



Universal Containers (UC) customers have provided feedback that their support cases are not being responded to quickly enough. UC wants to send all unassigned Cases that have been open for more than 2 hours to an urgent Case queue and alert the support manager. which feature should an administrator configure to meet this requirement?

  1. Case Scheduled Reports.
  2. Case Dashboard Refreshes.
  3. Case Escalation Rules.
  4. Case Assignment Rules.

Answer(s): C

Explanation:

Case escalation rules are a way to automatically escalate cases that meet certain criteria, such as being open for more than a specified time or having a certain priority. Escalation rules can assign cases to a different owner or queue and send email notifications to the support manager or other recipients.


Reference:

https://help.salesforce.com/s/articleView?id=sf.case_escalation.htm&type=5



Cloud Kicks has created a screen flow for their sales team to use when they add new leads. The screen flow collect name, email and shoe preference. which two things should the administrator do to display the screen flow? Choose 2 answers

  1. Create a tab and add the screen flow to the page.
  2. use a flow element and add the screen flow to the record page.
  3. Add the flow in the utility bar of the console
  4. install an app from the AppExchange

Answer(s): A,B

Explanation:

To display the screen flow, the administrator should create a tab and add the screen flow to the page. The administrator can also use a flow element and add the screen flow to the record page. The other options are not relevant to this scenario. Adding the flow in the utility bar of the console will not display the screen flow. Installing an app from the AppExchange is not necessary to display the screen flow.
Here are the steps on how to create a tab and add the screen flow to the page:
Go to Setup > Tabs.
Click New.
Enter a name and label for the tab.
Select the Screen Flow tab type.
Select the screen flow that you want to display.
Click Save.
Here are the steps on how to use a flow element and add the screen flow to the record page:
Go to Setup > Customize > Lightning App Builder.
Select the record page that you want to add the screen flow to.
Click Edit.
Drag the Flow element from the Palette to the canvas.
Select the screen flow that you want to display.
Click Save.



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