Question # 1
| Northern Trail Qutfitters has a network of resellers who are Partner Community users. One of the resellers has requested that their parent company get View access to cases created by their child companies.
Which functionality will meet the requirement best? |
| A. Manually share cases. | | B. Move users who need case access to a higher level in the Role Hierarchy. | | C. Configure an External Account Hierarchy. | | D. Create a Sharing Set for the Account. |
C. Configure an External Account Hierarchy.
An External Account Hierarchy is a feature that allows you to create a hierarchy of accounts for your partners and grant access to records based on the hierarchy level. You can use an External Account Hierarchy to grant View access to cases created by child companies to their parent company.
Question # 2
| To which three objects can the Partner Super User access be applied?
Choose 3 answers |
| A. Opportunities | | B. Accounts | | C. Cases | | D. Custom Objects | | E. Campaigns |
A. Opportunities
B. Accounts
D. Custom Objects
Partner Super User access is a feature that allows you to grant access to records owned by other partner users who have the same role or a role below them in the role hierarchy. You can apply Partner Super User access to three objects: Opportunities, Accounts, and Custom Objects.
Question # 3
| Cloud Kicks (CK) has a subscription model to send new sneakers to customers every month. Customers log in to the CK site, where they can manage their accounts, manage and create cases, and submit refund claims. CK also provides access to articles from its Knowledge base.
Which template should CK use to give customers the access they need? |
A. Build Your Own
| B. Microsite
| | C. Help Center | | D. Account Portal |
D. Account Portal
To give customers the access they need, CK should use the Account Portal template. The Account Portal template is a pre-built site that includes features such as account management, case management, and refund claims. CK can use this template to provide self-service options to its customers, such as viewing and updating their account information, creating and viewing cases, and submitting refund claims. CK can also provide access to articles from its Knowledge base using the Knowledge component or the CMS Connect component.
Question # 4
| Dreamscape Flowers (DF) is planning to use Salesforce Partner Relationship Management (PRM) to manage partner lifecycle. DF is aware that Salesforce PRM can help with channel sales, lead distribution, and co-marketing with partners.
Which other three features come standard with Salesforce PRM that DF can leverage without any code customization?
Choose 3 answers |
| A. Partner Value Score Matrix | | B. Case Escalation | | C. Al-Powered Knowledge Base | | D. Partner Incentivization Map | | E. Chat |
B. Case Escalation
C. Al-Powered Knowledge Base
E. Chat
Salesforce Partner Relationship Management (PRM) is a solution that helps you manage your partner lifecycle, from recruitment to enablement to co-selling. Salesforce PRM comes with some standard features that you can leverage without any code customization, such as: -
Case Escalation: You can enable your partners to escalate cases to you when they need your help or expertise.
-
AI-Powered Knowledge Base: You can provide your partners with relevant and personalized knowledge articles powered by Einstein Article Recommendations.
-
Chat: You can enable your partners to chat with you or other partners in real time using Embedded Service Chat or Salesforce Chat Snap-ins.
Question # 5
| Dreamscape Flowers (DF) is a well-known global with a large network of partners in various regions DF currently has a number of manual process with varied complexity. Some of these processes involve lifecycle management that DF is looking to automate as part of a broad digital transformation initiative.
In what three ways can Salesforce Partnership Management (PRM) help DF?
Choose 3 answers |
| A. Automating partner onboarding process | | B. Helping partners manage their payments and file taxes | | C. Providing reports and dashboards access to partners | | D. Preventing channel conflict |
A. Automating partner onboarding process
C. Providing reports and dashboards access to partners
D. Preventing channel conflict
Salesforce Partner Relationship Management (PRM) is a solution that helps you manage your partner lifecycle, from recruitment to enablement to co-selling. Some of the ways that Salesforce PRM can help DF are: -
Automating partner onboarding process. You can use Salesforce PRM to create guided onboarding flows that automate tasks, approvals, and notifications for your partners.
-
Providing reports and dashboards access to partners. You can use Salesforce PRM to share reports and dashboards with your partners that show their performance, pipeline, and revenue.
-
Preventing channel conflict. You can use Salesforce PRM to assign leads and opportunities to your partners based on rules and criteria that ensure fair distribution and avoid duplication.
Question # 6
| Universal Containers is looking to build a new self-service site. Users will post questions, read Knowledge articles, and view case reports, users will not be registering deals or participating in any other sales activity.
Which external user license meets these requirements? |
| A. Authenticated Service Site User | | B. External Community Plus | | C. External Identity | | D. Customer Community Plus |
D. Customer Community Plus
This user license allows users to access cases, Knowledge articles, reports and dashboards, and custom objects in a self-service site. It also provides access to Chatter groups and files, and allows users to edit their own profiles. Customer Community Plus users can also use email-to-case functionality and create records that have lookups to accounts or contacts5
Question # 7
| Ursa Major Solar (UMS) wants to differentiate between the leads created by partners and the leads created by its
own Sales team. All lead records are shared with partners: however, some of the information captured by the
Sales team on the lead record should not be shared with partners.
Which two steps should UMS take at a minimum in order to meet the requirement?
Choose 2 answers |
| A. Create Lead Record Types for Lead Distribution. | | B. Enable “Lead Sharing" in Digital Experience settings. | | C. Create a separate channel for partners in PRM Workspaces. | | D. Create Page Layouts for Lead Distribution. |
A. Create Lead Record Types for Lead Distribution.
D. Create Page Layouts for Lead Distribution.
To differentiate between the leads created by partners and the leads created by its own Sales team, UMS should create lead record types and page layouts for lead distribution. 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 is a way to control the layout and organization of detail and edit pages in Salesforce. By creating lead record types and page layouts, UMS can customize the fields and values that are displayed to partners and Sales team members.
Question # 8
| What is required when creating portal users through Just-Time (JIT) provisioning? |
| A. FederationIdentifier | | B. Organization_id | | C. FirstName | | D. User.Role |
A. FederationIdentifier
The requirement when creating portal users through Just-In-Time (JIT) provisioning is A. JIT provisioning is a feature that allows you to create portal users on demand when they log in using an external identity provider, such as Facebook or Google. To use JIT provisioning, you need to have a FederationIdentifier field on the user object, which is a unique identifier that links the portal user with the external identity provider. The FederationIdentifier field must match the value of the NameID element in the SAML assertion sent by the identity provider.
Question # 9
| Universal Containers (UC) is a conglomerate with various lines of business operating worldwide. UC helps finance crop research, provides insurance services to coffee growers, and manufactures specialized coffee machines and other products. UC also has a franchise unit to help grow its franchise business worldwide. UC is planning to build multiple portals and sites to support its various lines of business.
What two points should UC keep in mind when selecting a template for these sites and portals?
Choose 2 answers |
| A. Industry-specific Lightning Bolt solutions are available today but not templates. Pencil & Paper | | B. Insurance Agent Portal template becomes available once Financial Services Cloud is correctly set up in an org. | | C. Industry-specific templates are available today but not Lightning Bolt solutions. | | D. Industry-specific templates as well as Lightning Bolt solutions are available today. |
B. Insurance Agent Portal template becomes available once Financial Services Cloud is correctly set up in an org.
D. Industry-specific templates as well as Lightning Bolt solutions are available today.
When selecting a template for your sites and portals, you need to keep in mind some points, such as:
Insurance Agent Portal template becomes available once Financial Services Cloud is correctly set up in an org. This template is designed for insurance agents who need to manage their leads, opportunities, policies, claims, and referrals.
Industry-specific templates as well as Lightning Bolt solutions are available today. Templates are preconfigured site designs that include pages, components, and settings. Lightning Bolt solutions are industry-specific solutions that include templates, themes, flows, apps, and components.
Question # 10
| The Cloud Kicks (CK) site administrator is onboarding a now partner to its Experience Cloud site. They have created the partner as an Account, added the required Contacts, and ensured that the Welcome Email selection is checked. However, upon review, the site administrator has found that none of the partner users were able to register.
What should the site administrator do to ensure they are able to set up partner users correctly? |
| A. Double-check that the partner profile has been added to the CK site. | | B. Ensure that the Account has been enabled as a partner Account. | | C. Double-check that the provided email addresses are correct. | | D. Ensure that the Contacts under the Account are enabled as partner users. |
D. Ensure that the Contacts under the Account are enabled as partner users.
To ensure that the partner users are able to register, the site administrator should enable the Contacts under the Account as partner users. This will allow the site administrator to assign a username, password, and profile to each Contact and send them a welcome email with a link to activate their account and log in to the site.
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Salesforce Certified Experience Cloud Consultant (SU24) Exam Dumps
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