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Free Salesforce TVB-201 Exam Braindumps (page: 28)

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248 Questions & Answers
Page 6 of 63

Ursa Major Solar uses Opportunity to track sales of solar energy products. The company has two separate sales teams that focus on different energy markets. The Services team also wants to use

Opportunity to track installation. All three teams will need to use different fields and stages. How Should the administrator configure this requirement?

  1. Create three sales processes. Create three record types and one page layout.
  2. Create one sales process. Create three record types and three page layouts.
  3. Create three sales processes. Create three record types and three page layouts.
  4. Create one sales process. Create one record type and three page layouts.

Answer(s): C

Explanation:

A sales process is a set of stages that an opportunity goes through as it moves from creation to close. A record type is a way to offer different business processes, picklist values, and page layouts to different users based on their profiles. A page layout controls the layout and organization of detail and edit pages for a specific object and record type combination. To meet the requirement of having different fields and stages for each team, you need to create three sales processes for each market segment, three record types for each sales process, and three page layouts for each record type.


Reference:

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



The service manager at Ursa Major Solar wants to let customers know that they have received their cases via email and their websites. Medium-priority and high-priority cases should receive different email notifications than low-priority cases. The administrator has created three email templates for this purpose.
How should an administrator configure this requirement?

  1. Include three assignment rules that fire when cases are created. Add a filter for case priority.
    Select the appropriate email template for each rule.
  2. Add three auto-response rules. Configure one rule entry criteria for each rule and set a filter for case priority. Select the appropriate email template for each rule entry.
  3. Configure one workflow rule that fires when cases are created. Add a filter for case priority. Select the appropriate email template for the rule.
  4. Create one auto-response rule. Configure three rule entry criteria and set a filter for case priority.
    Select the appropriate email template for each rule entry.

Answer(s): D

Explanation:

Auto-response rules are used to automatically send email responses to lead or case submissions based on the criteria you define. You can create one auto-response rule per object (lead or case) and configure multiple rule entries with different criteria and actions within that rule. To meet the requirement of sending different email notifications based on case priority, you need to create one auto-response rule for cases and configure three rule entries with filters for low-priority, medium- priority, and high-priority cases respectively. Then you need to select the appropriate email template for each rule entry action.


Reference:

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



The VP of sales at Dreamhouse Realty has requested a dashboard to visualize enterprise sales across the different teams. The key place of data is the total of all sales for the year and the progress to the enterprise sales goal.
What dashboard component will effectively show this number and the proximity to the total goal as a single value?

  1. Table
  2. Stacked Bar
  3. Donut
  4. Gauge

Answer(s): D

Explanation:

A gauge component shows a single value along with its percentage of a total value within predefined ranges using colors (red-yellow-green). It is useful for showing key performance indicators (KPIs) such as total sales amount and progress towards sales goal.


Reference:

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



A sales rep has left the company and an administrator has been asked to re-assign all their accounts and opportunities to a new sales rep and keep the teams as is.
Which tool should an administrator use to accomplish this?

  1. Data Loader
  2. Mass Transfer Tool
  3. Data Import Wizard
  4. Dataloader.io

Answer(s): B

Explanation:

The mass transfer tool allows you to transfer up to 250 records at a time from one user to another user while keeping the existing team members intact. You can access this tool from Setup by entering Mass Transfer Records in the Quick Find box.


Reference:

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






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