Salesforce Apex Trigger Interview Question Explained

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Universal Containers wants to measure revenue based on when individual Products are sold. What should a Consultant implement to meet this requirement?

A. Forecasting by Order Amount B. Forecasting by Opportunity Amount C. Forecasting by Product Dates D. Forecasting by Schedule Date Sugges...

Universal Containers has configured a private sharing model with opportunity team selling enabled. The company allows its sales representatives to add sales team members to their opportunities when necessary. As a result, each sales representative has opportunities they directly manage and opportunities on which they collaborate with other sales representatives. Which data set filter report would allow the sales representatives to see all opportunities they are involved with?

A. My team-selling and my opportunities B. My team-selling shared opportunities C. My team's opportunities D. My collaborative opportun...

Universal Containers uses a custom object named "Analysis", which is the child in a master-detail relationship with the Opportunity object. Sales teams use this object to create requests for supporting research. Sales teams use the Salesforce Mobile App and want to easily create new Analysis records from their phones. What should a consultant recommend to meet this requirement?

A. Create a Visualforce page. B. Create an Action. C. Create a related list button. D. Create a custom object tab. Suggest answer: D Refe...

Universal Containers is planning to hire more sales representatives in response to three consecutive quarters of rapid growth. To optimize their sales impact, the sales management team wants to develop a better sales territory structure. Which two data points should the sales management team consider when developing the new sales territories? (Choose two.)

A. Attributes needed to segment and categorize customers. B. Distance between customer headquarters and their sales representatives C. Aver...

Resellers for Universal Containers need access to reports in the Partner Communities to help manage their opportunities. How should Salesforce be configured to give resellers the correct level of access to reports?

A. Create the appropriate list views and report folders in the Partner Communities for all partner users. B. Create a new tab in the Partne...

Universal Containers wants to associate some contacts with more than one account (e.g., a contact in an employee of one account and on the boards of several other accounts). Which solution should a consultant recommend to meet this requirement?

A. Enable contacts to multiple accounts feature. B. Clone the contact record and add it to the second account. C. Add the contact to the pa...

Universal Containers sells three unique products and each product has its own sales process. The company qualifies prospects for the three products in a consistent manner; however, once the customer has shown interest, the sales representatives must follow the relevant product's sales process. Which two solutions should a consultant recommend to meet these requirements? (Choose two.)

A. Configure opportunity record types for each sales process. B. Create sales stages that align with opportunity record types. C. Define sa...

Universal Containers' current solution for managing its forecasts is cumbersome. The sales managers do NOT have visibility into their teams' forecasts and are NOT able to update the forecasts. As a result, the managers are continually asking their sales representatives to provide updated forecast data via email or phone. Which two solutions should a consultant recommend to help Universal Containers improve the management of their forecasts? (Choose two.)

A. Enable override forecast permission in the Manager's profile. B. Configure weekly customized forecast reports and dashboards to be e...

A lead sharing rule has been defined so that leads owned by the record owner are shared with the public group called "Sales Team." Who will have access to these records, assuming that a private sharing model is in place on these objects and there are no sharing rules defined for those objects, when the lead is converted to an account, contact, and opportunity?

A. The record owner will be the only person who is able to access the account, contact, and opportunity records. B. The record owner, all m...

Universal Containers forecasts and closes business monthly, and it needs to store details of open opportunities weekly. The sales management team wants to analyze how the sales funnel is changing throughout the month. What should a consultant recommend to meet this requirement?

Universal Containers forecasts and closes business monthly, and it needs to store details of open opportunities weekly. The sales management...

A consultant has created a custom formula field on Opportunity that multiples the Opportunity Amount by the Account's Discount field. Which Currency will the formula field use for its value if the Opportunity and the Account records have different Currencies?

A consultant has created a custom formula field on Opportunity that multiples the Opportunity Amount by the Account's Discount field. Wh...

Universal Containers has a public sharing model for accounts and uses the parent account field to create a multi-level account hierarchy. When viewing a parent account, the company wants to see the total value of open opportunities for all accounts in the hierarchy. Which solution should a consultant recommend to meet this requirement?

Universal Containers has a public sharing model for accounts and uses the parent account field to create a multi-level account hierarchy. Wh...

Universal Containers has a customer base of over 15,000 Accounts and 60,000 Contacts. The marketing manager wants to use the customer data for an upcoming new product launch but is concerned contacts may have moved to different companies. What should a consultant recommend to ensure customer data is accurate?

Universal Containers has a customer base of over 15,000 Accounts and 60,000 Contacts. The marketing manager wants to use the customer data f...

Universal Containers uses Products in Salesforce and has a private security model. The product management employees do NOT have access to all opportunities but wants to track the performance of a new product after it is launched. What should a consultant recommend to allow the product management employees to track the performance of the product?

Universal Containers uses Products in Salesforce and has a private security model. The product management employees do NOT have access to al...

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Universal Containers uses a custom object to track Projects. When the status of a Project is changed from "In Progress" to "On Hold", the business wants the Project owner to be automatically assigned to an "On Hold" queue. What capability can be used to accomplish this?

Universal Containers uses a custom object named "Analysis", which is the child in a master-detail relationship with the Opportunity object. Sales teams use this object to create requests for supporting research. Sales teams use the Salesforce Mobile App and want to easily create new Analysis records from their phones. What should a consultant recommend to meet this requirement?

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Universal Containers (UC) owns a variety of cloud-based applications, including Salesforce, alongside several on-premise applications. The on-premise applications are protected behind a corporate network with limited outside access to external systems. UC would like to expose data from the on-premise applications to Salesforce for a more unified user experience. The data should be accessible from Salesforce in real time. Which two actions should be recommended to fulfill this system requirement? (Choose two.)

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Get Cloudy Consulting wants to create a custom team solution that can be used on a custom Loan object. The Loan custom object must be set to Private in the Org-Wide Defaults, and any user added to the Custom Team object should have Read Only access to the corresponding Loan record. Additionally, if the Custom Team record is marked as “Primary” then the corresponding user should have Read/Edit access to the corresponding Loan record. What are two methods for fulfilling these requirements? (Choose two.)

Universal Containers has two teams - sales team and marketing team. For sales team all stages of lead lifecycle should be available while for marketing team only 3 stages should be available. How can the administrator ensure this?