Salesforce Apex Trigger Interview Question Explained

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?

A. Create a roll-up summary field on the parent account showing the total value of open opportunities from the child accounts. B. Define a ...

Northern Trail Outfitters wants to link contacts with more than one account. What solution should be recommended if a contact is an employee in one account, and on the boards of three additional accounts?

A. Enable contacts to multiple accounts feature. B. Associate the contact to other accounts using a custom lookup field. C. Clone the conta...

Universal Containers wants to implement a sales methodology that focuses on identifying customer's challenges and addressing them with its offerings. Which sales methodology is described above?

A. Direct selling B. Solution selling C. Target account selling D. Relationship selling Suggest answer: B Reference:

Cloud Kicks has 12 stages in its sales process. The probability of winning the sale must be indicated. The sales manager uses sales stages and probability for forecasting. The sales manager wants a condensed summary of the forecasts without affecting the sales team. Which approach should a consultant recommend to streamline forecast reporting?

A. Create a custom object to be used in forecast reporting. B. Align opportunity stages with probability and use collaborative forecasts fo...

Delivery wants to get notifications when machines that fold the boxes are malfunctioning so they can communicate to subscribers when the shipment may be delayed. What should the consultant recommend?

A. Salesforce-to-Salesforce B. Workflow rules with email alerts C. Salesforce Connect D. Platform Events Suggest answer: D Reference:

Cloud Kicks recently completed the implementation of a new Sales Cloud solution. The stakeholder committee believes that sales user adoption is best measured by opportunities generated by the sales representatives. What can the Consultant recommend to measure sales user adoption?

A. Create a trend report to determine if there is an increase in deals closed. B. Provide a report of user logins to show the increase in u...

Cloud Kicks wants to allow a single view of Contacts that belong to the same Account Hierarchy chain. How should the Consultant meet this requirement?

A. Navigate to the default Contact Hierarchy Lightning Component on the parent Account. B. Enable the View All Child Contacts feature. C. N...

Cloud Kicks has a large remote sales department working in many different locations. Management wants greater visibility into the opportunities in progress with their respective teams. They also want to receive email alerts when opportunities reach key metrics (e.g., stage progression) or a high probability. However, they want to control the frequency of their email alerts. Which solution should a consultant recommend?

A. Configure Outlook Integration email settings to control alert frequency. B. Define a workflow rule and email task that is triggered when...

Users at Cloud Kicks (CK) say the global search is returning too many results when searching for contacts. CK’s admin confirmed that users have the correct permissions and record access for the contacts they want to see. What should a consultant recommend to yield better search results?

A. Use quotation marks operator around contact's first and last name. B. Add company name next to contact’s full name in the search win...

The Cloud Kicks marketing team wants to view and report in Lightning or any opportunities created as a result of a Campaign. Which two choices should a consultant recommend to meet the requirement? (Choose two.)

A. Enable Customizable Campaign Influence in Setup. B. Add the Campaign Influence related list to the Opportunity page layouts. C. Create a...

Universal Containers (UC) has acquired another company that uses Salesforce and is migrating its legacy data, email alerts, and approval processes. Which two steps should the consultant perform to maintain data integrity? (Choose two.)

A. Insert users, and then migrate email alerts and approval processes into UC's Salesforce.org. B. Use the Salesforce Approval Process ...

The sales manager at Cloud Kicks has proposed that the consultant hold one large discovery meeting with 250 employees who use Salesforce currently to gain information to improve adoption. What are the three efficient approaches the consultant could recommend to the sales manager? (Choose three.)

A. Send a survey to all employees asking for a list of desired charges. B. Ask all employees to email their ideas and feedback to the consu...

Universal Containers is planning to migrate two million account records and 10 million contact records from its existing legacy CRM application to Sales Cloud. Which solution should the consultant recommend?

A. Data Loader B. Third-party tool C. Data Import Wizard D. Batch Apex Suggest answer: C Reference:

Northern Trail Outfitters (NTO) wants to expand its use of Salesforce and start tracking orders on accounts. NTO has hired a consultant to complete the project. Which two considerations should the consultant take into account when implementing sales orders? (Choose two.)

A. Organization-Wide defaults must be set to Controlled by Parent. B. Contract Number is a required field on the order page layout. C. Orde...

The consultant at Cloud Kicks has noticed that sales data is quickly outdated and wants to keep Account data current. What should the consultant recommend to maintain current Account information?

A. Enable Automated Account Fields in Setup. B. Build a weekly data update from in-house systems to refresh data in Salesforce. C. Use thir...

Access to opportunities at Cloud Kicks should be restricted. Sales users should only have access to two categories of opportunities: opportunities they own, and opportunities that are tied to accounts they own. What are two actions a consultant can take to meet the requirement? (Choose two.)

A. Set organization-wide defaults for opportunities to Public Read-Only. B. Set opportunity access on the role to View All opportunities as...

Universal Containers' sales operations team needs to provide visibility on sales pipeline changes on a monthly basis. How should the consultant meet this requirement?

A. Create an Opportunity History report for open pipeline Opportunities in a given date range. B. Create training on how to use date filter...

Cloud Kicks is implementing Territory Management for its retail sales unit. The sales director is requesting a detailed roll-up forecast for territories. Which two recommendations should the consultant make? (Choose two.)

A. Assign a Forecast-Manager to each region. B. Include the Forecast Manager field on the Account page layout. C. Ensure the Forecast Manag...

Northern Trail Outfitters launched Salesforce for its EMEA subsidiary three months ago and wants to gain insight into usage and data quality. Which two options should a consultant recommend to meet this requirement? (Choose two.)

A. Download and analyze the Setup Audit Trail to determine number of new records per day. B. Install the Salesforce Adoption Dashboard from...

Cloud Kicks noticed its data quality has degraded since its initial Sales Cloud implementation and is working with a consultant to develop a data management plan. The consultant suggested some best practices for creating, processing, and maintaining data. Which two areas could be improved by using third-party data enrichment tools? (Choose two.)

A. Naming and formatting B. Monitoring changes and updates C. Validation rules D. Roles and record ownership Suggest answer: AB Reference...

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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?