QUESTION: 5

The VP of sales at Universal Containers wants to prevent members of the sales team from changing an opportunity to a date in the past.
What should an administrator configure to meet this requirement?

Assignment Rule
Validation Rule
Field-Level Security
Approval Process

Answer(s): B

Explanation:

Validation rules allow you to prevent users from changing an opportunity close date to a date in the past.

Reference:

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

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Northern Trail Outfitters wants to track ROI for contacts that are key stakeholders for opportunities. The VP of Sales requested that this information be accessible on the opportunity and available for reporting.
Which two options should the administrator configure to meet these requirements? Choose 2 answers

Customize Campaign Member Role.
Add the Campaign Member related list to the Opportunity page layout.
Customize Campaign Role.
Customize Opportunity Contact Role.
Add the Opportunity Contact Role related list to the Opportunity page layout.

Answer(s): D,E

Explanation:

Opportunity contact roles allow you to track ROI for contacts that are key stakeholders for opportunities. You need to customize the contact role field and add the related list to the opportunity page layout.

Reference:

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

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QUESTION: 7

The administrator at Cloud Kicks has a Custom picklist field on Lead, Which is missing on the Contact when leads are converted.
Which two items should the administrator do to make sure these values are populated? Choose 2 answers

Create a custom picklist field on Contact.
Update the picklist value with a validation rule.
Map the picklist field on the Lead to the Contact.
Set the picklist field to be required on the Lead Object.

Answer(s): A,C

Explanation:

To make sure the custom picklist field values are populated on contact when leads are converted, you need to create a custom picklist field on contact and map it to the corresponding field on lead.

Reference:

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

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QUESTION: 8

Universal Containers is trying to improve the user experience when searching for the tight status on a case. The company currently has one support process that is used for all record types on cases. The support process has 10 status values. Service reps say they never need more than five depending on what kind of case they are working on.
How should the administrator improve on the current implementation?

Reduce the number of case status values to five.
Create a Screen Flow that shows only the correct values for status and surface the flow in the utility bar of the console.
Review which status choices are needed for each record type and create support processes for each that is necessary.
Edit the status choices directly on the record type.

Answer(s): C

Explanation:

Support processes allow you to define different status values for different record types on cases.

Reference:

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

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QUESTION: 8

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