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Universal Containers has a Private sharing model for Accounts and Opportunities. A new team is being created from within the sales team that will be assigned all renewal opportunities. These users will need to see all closed won opportunities while keeping the account private.
How should the administrator meet this requirement?
A. Create a public group for the renewals team and create a criteria based sharing rule on Opportunities.
B. Create a new profile for the renewals team with View All permission enabled on Accounts and Opportunities.
C. Update the organization-wide default on Opportunities to Public Read Only and add them to the opportunities team.
D. Create a permission set with View All enabled on Accounts and assign it to the new users.
Answer: C
Explanation:
A public group is a grouping of users, roles, roles and subordinates, or other groups that can be used to share access to records or folders. A sharing rule is a rule that grants additional access to records based on certain criteria or ownership. In this case, the administrator should create a public group for the renewals team and create a criteria based sharing rule on opportunities that grants read-only access to the group for all closed won opportunities. This way, the renewals team can see all the opportunities that are eligible for renewal while keeping the account private. Reference: https://help.salesforce.com/s/ar ... ring.htm&type=5https://help.salesforce.com/s/ar ... ules.htm&type=5
NEW QUESTION # 101
Cloud Kicks (CK) wants the forecast numbers to be shown by territory regardless of who owns the record. CK also wants a way to forecast based on role hierarchy.
Which three options should an administrator recommend?
Choose 3 answers
A. Make a custom field to track the amounts for Territory and Hierarchy Forecast.
B. Enable Territory Forecast.
C. Modify the Territory Forecast to match the Hierarchy Forecast model.
D. Enable Role Hierarchy Forecast.
E. Have the user select the forecast type listed under the Forecast Type in the Display Settings.
Answer: B,C,D
Explanation:
To show forecast numbers by territory regardless of who owns the record, CK should enable Territory Forecast. To forecast based on role hierarchy, CK should enable Role Hierarchy Forecast. To match the Territory Forecast to the Hierarchy Forecast model, CK should modify the Territory Forecast accordingly. Reference: https://help.salesforce.com/s/ar ... asts.htm&type=5https://help.salesforce.com/s/ar ... able.htm&type=5
NEW QUESTION # 102
The administrator at Cloud Kicks is evaluating the capabilities of Schema Builder to create custom objects and custom fields. The administrator likes the user interface of the Schema Builder, as opposed to the new object and field wizards, but also notices some limitations.
What needs to be configured from the object manager instead of Schema Builder?
A. Make available for Customer Postal.
B. Add custom fields to the page layout.
C. Enable field history tracking
D. Allow Reports and Activities
Answer: B
NEW QUESTION # 103
The sales operations team at Universal Containers wants to ensure that when an opportunity is won the custom shipment date field is populated.
How should the administrator configure salesforce to meet this requirement?
A. Add a default value to the shipment date using the Today() function.
B. Make the shipment date field required on the opportunity page layout.
C. Create a dependency between the stage and shipment date fields.
D. Create a validation rule on the opportunity using the ISBLANK() function.
Answer: D
NEW QUESTION # 104
AW Computers has enabled the feature for Contact to multiple Accounts. A rep is trying to remove the primary Account from a Contact but is unable to do so. The administrator has already updated the page layout to no longer require an Account.
What could be the issue?
A. The Contact has indirect relationships to other Accounts.
B. A primary Account relationship is required on a Contact regardless of the page layout settings.
C. Private Contacts need to be enabled in Setup.
D. The Account Contact relationship record needs to be deleted first in order to disassociate the Contact from the Account.
Answer: B
Explanation:
A primary account relationship is a feature that allows you to link a contact to a single account as its primary account. A primary account relationship is required on a contact regardless of the page layout settings or the contact to multiple accounts feature. This means that you cannot remove the primary account from a contact, but you can change it to another account. You can also add secondary accounts to a contact if you have enabled the contact to multiple accounts feature. References: https://help.salesforce.com/s/articleView?id=sf.
contacts_multiple_accounts.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.contacts_fields.
htm&type=5
NEW QUESTION # 105
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