Free TVB-201 Exam Braindumps (page: 7)

Page 7 of 63

An administrator at Universal Containers needs a simple way to trigger an alert to the director of sales when opportunities reach an amount of $500,000.
What should the administrator configure to meet this requirement?

  1. Set up Big Deal Alerts for the amount.
  2. Enable Opportunity Update Reminders
  3. Opportunity warning in Kanban View.
  4. Key Deals component on the homepage

Answer(s): A

Explanation:

Big Deal Alerts allow you to notify users when an opportunity reaches a certain amount or probability.


Reference:

https://help.salesforce.com/s/articleView?id=sf.forecasts3_big_deal_alerts.htm&type=5



Cloud Kicks wants users to only be able to choose Opportunity stage closed won if the Lead source has been selected.
How should the administrator accomplish this goal?

  1. Make Lead Source a dependent picklist to the Opportunity stage field.
  2. Configure a validation rule requiring Lead Source when the stage is set to closed won.
  3. Change the Opportunity stage field to read only on the page layout.
  4. Modify the Opportunity stage a dependent picklist to the Lead source field.

Answer(s): B

Explanation:

Validation rules allow you to enforce data quality by preventing users from saving records that do not meet certain criteria.


Reference:

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



Ursa Major Solar wants to automatically notify a manager about any cases awaiting a response from an agent for more than 2 hours after case creation.

Which feature should an administrator use to fulfill this requirement?

  1. Assignment Rule
  2. Case Escalation Rule
  3. Omni-Channel Supervisor
  4. Formula Field

Answer(s): B

Explanation:

Case escalation rules allow you to escalate cases based on certain criteria, such as time or priority.


Reference:

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



Sales users at Universal Containers are reporting that it is taking a long time to edit opportunity records. Normally, the only field they are editing is the Stage field.
Which two options should the administrator recommend to help simplify the process? Choose 2 answers

  1. Add a path for stage to the opportunity record page.
  2. Use a Kanban list view for Opportunity.
  3. Configure an auto launched flow for Opportunity editing.
  4. Create a simplified Opportunity page layout.

Answer(s): A,B

Explanation:

Paths allow you to display key fields and guidance for each stage of an opportunity. Kanban list views allow you to update records by dragging them between columns.


Reference:

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



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