Question # 1

Cloud Kicks has hired a new sales executive who wants to implement a document merge solution in Salesforce. How should a Platform Administrator implement this solution? 

A. Download the solution from AppExchange. 
B. Install a package from the Partner Portal. 
C. Create a managed package in AppExchange. 
D. Configure the package from Salesforce Setup. 

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Question # 2

Universal Containers wants to track all stakeholders involved in its sales opportunities to ensure proper relationship management. Sales reps need to identify who has decisionmaking authority, who influences the buying process, and who serves as the primary contact for each deal. Which feature should a Platform Administrator configure to meet this requirement? 

A. Configure opportunity team members to track internal and external stakeholders. 
B. Set up account teams to track stakeholders across multiple opportunities. 
C. Use standard fields on opportunities to track stakeholder information. 
D. Use contact roles on opportunities to identify stakeholder involvement and influence. 

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Question # 3

Management at Universal Containers would like to share dashboard components with their team in Chatter but currently does not have access to this capability. How should a Platform Administrator make this functionality available to management? 

A. Enable reporting snapshots.
 B. Select Download Chart on the component. 
C. Set View Dashboard As to the dashboard viewer. 
D. Enable dashboard feed tracking. 

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Question # 4

The Cloud Kicks sales team has asked that two of the fields that appear on the Opportunity cards in Kanban view be changed to make the cards more meaningful. Which feature should a Platform Administrator access to make this change? 

A. Record Type 
B. Compact Layout 
C. Page Layout 
D. Kanban Settings

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Question # 5

A Platform Administrator assigned a custom profile based on the Minimum Access named Salesforce profile to a group of new users and assigned them several existing permission sets. However, when the users log in, they do not see the Lightning interface. Which action should the administrator take to give the users access to the Lightning interface? 

A. Enable the Enhanced Interface for User Access Policies.
 B. Add Lightning component to a layout. 
C. Create a page in Lightning App Builder with the org as default. 
D. Assign a permission to enable Lightning Experience User. 

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Question # 6

A manager wants the sales team to update their opportunities on a regular basis. Which feature should a Platform Administrator implement to help with this? 

A. Similar Opportunities 
B. Opportunity Update Reminders 
C. Big Deal Alerts 
D. Scheduled Reports 

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Question # 7

Sales reps miss key fields when filling out an opportunity record through the sales process. Reps need to move forward in stages but are unable to enter a previous stage. Which three options should a Platform Administrator use to address this need? 

A. Mark fields required on the page layout. 
B. Use Flow to mark fields required. 
C. Configure Opportunity Path. 
D. Use validation rules. 
E. Enable guided selling. 

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Question # 8

The CTO of AW Computing has defined a new policy for cases to improve customer satisfaction. All cases submitted with a Case Reason of Installation must be acknowledged immediately through email and assigned to the appropriate agents. Any cases that are still in the New status after 4 hours must be escalated to support management. A Platform Administrator has implemented auto-response rules. Which additional case management tool is necessary to meet this requirement? 

A. Support Processes 
B. Formulas 
C. Escalation Rules 
D. Entitlements 

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Question # 9

A Platform Administrator creates a custom text area field on the Account object and adds it to the service team's page layout. The service team manager loves the addition of this field and wants it to appear in the highlights panel so that the service reps can quickly find it when on the Account page. How should the administrator accomplish this? 

A. In the Account object manager, create a custom compact layout. 
B. Make the field required and move it to the top of the page. 
C. Create a new page layout and a new section titled highlights panel. 
D. From the page layout editor, drag the field to the highlights panel. 

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Question # 10

Ursa Major Solar has its business hours set from 9:00 AM to 5:00 PM for the reps that are on Pacific Time. The reps on Eastern Time need business hours set to start 3 hours earlier to cover for support. How should a Platform Administrator solve for this issue? 

A. Adjust the current business hours to accommodate the Eastern time zone. 
B. Allow the reps to set business hours manually. 
C. Set temporary business hours for each time zone. 
D. Create one set of business hours per time zone. 

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