Users have noticed that when they click on a report in a dashboard to view the report details, the
values in the report are different from the values displayed on the dashboard.
What are the two reasons this is likely to occur?
Choose 2 answers
A.
The report needs to be refreshed.
B.
The dashboard needs to be refreshed.
C.
The current user does not have access to the report folder.
D.
The running dashboard user and viewer have different permissions
Correct Answer: B, D
Explanation:
Dashboards show data from source reports as visual components that provide a snapshot of key
metrics and performance indicators. Dashboards need to be refreshed manually or scheduled to run
on a regular basis to reflect the most recent data from the reports. The running user of a dashboard
determines whose security settings are applied when the dashboard is run. If the running user is
different from the viewer of the dashboard, they may see different data based on their permissions
and sharing settings. Reference:
https://trailhead.salesforce.com/en/content/learn/modules/lex_implementation_dashboards_and_
reports/dashboards
Question #2 (Topic: demo questions)
Ursa Solar Major is evaluating Salesforce for its service team and would like to know what objects
were available out of the box.
Which three of the standard objects are available to an administrator considering a support use case?
Choose 3 answers
A.
Contract
B.
Case
C.
Ticket
D.
Request
E.
Account
Correct Answer: A, B, E
Explanation:
Contract is a standard object that represents a contractual agreement between your company and a
customer. Case is a standard object that represents a customer’s question or problem that needs to
be resolved by your support team. Account is a standard object that represents an individual or an
organization involved in your business, such as customers, competitors, partners, etc. These three
objects are commonly used for service use cases in Salesforce. Reference:
https://help.salesforce.com/s/articleView?id=sf.contract_fields.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.case_fields.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.account_fields.htm&type=5
Question #3 (Topic: demo questions)
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?
A.
Create three sales processes. Create three record types and one page layout.
B.
Create one sales process. Create three record types and three page layouts.
C.
Create three sales processes. Create three record types and three page layouts.
D.
Create one sales process. Create one record type and three page layouts.
Correct Answer: 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
Question #4 (Topic: demo questions)
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?
A.
Table
B.
Stacked Bar
C.
Donut
D.
Gauge
Correct Answer: 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