Person accounts were recently activated at Cloud Kicks.
There are three record types for accounts:
* B2B customer
* B2C Customer
* External Partner
There are two record types for leads:
* B2B Lead
* B2CLead
The test team finds that when the Convert button is clicked on a B2C Lead record, only the B2B Customer and External Partner account record types are available choices on the Conversion Layout.
What should the administrator do to correct this issue?
Building a process that updates the record type field to B2C Customer after conversion will correct this issue. The conversion layout for person accounts does not allow selecting different record types for accounts and contacts. The default record type for person accounts is determined by the organization-wide default settings. However, a process can be triggered after conversion to update the record type field based on the lead record type or other criteria. Reference: https://help.salesforce.com/s/articleView?id=sf.convert_leads_considerations.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.convert_leads_mapping.htm&type=5
Universal Containers wants to assign a task due date on one of two fields. Estimated Shipping Date or Client Need By Date, which is further in the future.
Which two combined automation tools should the administrator use to create the task record and assign based on date criteria?
Choose 2 answers
Two combined automation tools that the administrator can use to create the task record and assign based on date criteria are:
Create a formula field to capture the MAX date. A formula field is a custom field that calculates a value based on other fields or expressions. In this case, a formula field can be used to capture the maximum value between Estimated Shipping Date and Client Need By Date fields and store it as a date value.
Make a Process Builder to create the task. A Process Builder is an automation tool that allows you to create processes that perform actions based on certain criteria. In this case, a Process Builder can be used to create a task record when a certain condition is met and assign its due date based on the formula field value.
The other two options are incorrect because:
An approval process is an automation tool that allows you to route records for approval based on certain criteria and approval steps. It does not create or assign tasks based on date criteria.
A workflow rule is an automation tool that allows you to perform actions based on certain criteria and evaluation time. It does not create or assign tasks based on date criteria.
The sales agents at DreamHouse Realty have a profile that allows them to import records for a custom object called House. The agents only need to make imports occasionally and typically Import around 100 new records at a time.
What tool should the agents use to upload records?
Data Import Wizard is a tool that allows administrators to import data for standard and custom objects in Salesforce using CSV files. Data Import Wizard can handle up to 50,000 records at a time and supports simple data transformations and validations. Data Import Wizard can be used to upload records for a custom object when the number of records is small and the import frequency is low.
A sales rep at Ursa Major Solar was assigned to a role under their manager and is the record owner of several opportunities; however, the sales rep is missing from the manager's forecast.
What should the administrator review to solve this issue?
Allow Forecasting is what the administrator should review to solve this issue. Allow Forecasting is a user permission that enables users to access and edit forecasts. If a user does not have this permission, they will not be able to see their own forecast or any forecasts below them in the role hierarchy. Therefore, the administrator should make sure that the sales rep has this permission enabled on their profile or permission set.
Cloud Kicks wants its sales reps to always use the same full zip code format with a hyphen where applicable.
What should the administrator implement to help ensure consistent formatting?
REGEX is a function that allows administrators to check whether a text value matches a regular expression pattern. Regular expressions are a way to define complex patterns of characters using symbols and operators. REGEX can be used to enforce consistent formatting for a field value by specifying the required length, characters, and separators.
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