DemandTools V Certification – Reassign

When reassigning Account records from a file, what information is needed within the file to reassign any desired sub objects in the same scenario?

Which Sources are available for selection in Step 1 of the Reassign module? (Select all that apply)

When creating tasks during reassignments, who is the owner of the newly created Task?

Where can users view information summing the counts of parent objects being updated before or after processing a Reassign scenario? (Select all that apply)

Which options are available for selection within the If No Match tab? (Select all that apply)

When using the Multiple Owners reassign option, users can only select two users to reassign records to.

When creating Reassign Match Steps, it is possible to assign Account Owners based on Annual Revenue of the Account.

When using a file as a source in Step 1, what information must be included within the file? (Select all that apply)

When creating a Reassign scenario, it is possible to reassign records to inactive users.

Users will only receive restore files for parent object reassignments, not for sub-objects.

When electing to reassign sub objects, selecting the All Records option will reassign all sub objects to the new owner regardless of who currently owns the sub objects.

When “Send a summary email” is selected within Reassign Options, what information is included in the summary email? (Select all that apply)

Which column can the Reassign preview screen be filtered by?

The New Owner Chart View provides links to sub-object records that are being reassigned.

When reassigning Account records, any sub-objects that need to be reassigned must be manually selected for reassignment before processing.

In Step 1, which Salesforce Object should be selected to reassign in order to have all Contact owners match the Account owner?

How are users such as portal or partner users able to be viewed in the Reassign to drop down list in Step 2?

John needs to create a territory alignment based on zip code. The account manager for the Raleigh, North Carolina area would be assigned all accounts with billing postal codes of 27000 through 27005. How can this most efficiently be executed using match steps?

The dropdown list of users in the Reassign To section of Step 2 can be searched.

Reassign can be used to reassign standard and custom object records’ owners.

Reassign scenarios cannot be scheduled with DemandTools V.

What is the New Owner Chart View?

Which feature allows for multiple reassignment steps to be executed in one scenario?

Accounts owned by John and only the Contacts he owns related to those Accounts are being reassigned to Mary. Which Sub Object reassignment option will ensure the correct Contact records are reassigned to Mary?

When using multiple Match Steps, if a record fits the condition(s) for more than one step, how is the record reassignment determined?

XYZ Company’s directive states that if a user owns an Account, they should also be the owner of all related Contacts. Within the Reassign module, it is possible to make sure related Contacts match the Account ownership.

Select the true statements about the If No Match tab.

Which notification options are available to select in Reassign? (Select all that apply)

What is the purpose of Match Steps in Reassign?

The results grid data can be exported.

Jill needs to reassign all of the accounts in her CRM that are owned by inactive owners. What is the easiest process to accomplish this?

Joe had a user leave the company and needs to divide all of the Accounts assigned to this user among two other users in the organization based on Account Type. “Customer” Account Types should be reassigned to User A and “Partner” Account Types to User B. Accounts with any other Account Type should be split evenly between the two users. How would this be accomplished using Reassign?

Alice has a business need to reassign all Leads. 50% of Leads need to be assigned to User A, 30% to user B, 10% to User C, and 10% to User D. How would a user best accomplish this task?

What would occur if the Current Owner and the New Owner are the same for some records in the results grid?

When reassigning records from a file, the file must include the full Salesforce 18 digit Record ID.

What is the maximum amount of Match Steps that can be created within Reassign?

“OR” conditions cannot be specified when creating Match Steps in Reassign.

Selecting “Do Not Reassign” in the If No Match tab prevents all records from being reassigned, regardless of what is specified within the Match Steps.

When Accounts are selected as the Object to Reassign, how can users ensure only open Opportunities are reassigned to the new Account owner?

It is not possible to add fields other than the record IDs being reassigned to the Preview Screen for review.