adm 201 Flashcards
Geolocation
allow you to store the latitude and longitude coordinates of a location. They can be used tocalculate distances between records and display maps of accounts, contacts, leads, or other custom objects.
What happens when you undelete a custom field?
If the administrator undeletes the field within 15 days, most of its properties and data are restored, except for its field history data, whichremains deleted and cannot be recovered.
When you want to use consistent picklist with similr values. Which picklist and why
t. Dependent picklist allows users to create a conditional relationship between two picklist fields, where the available values in onefield depend on the value selected in another field. Global picklist allows users to create a set of picklist values that can be shared across multiple fields and objects, ensuring consistent values and reducing maintenance.
How do you preserve the integrity of a source report(s) when users are vieiwng inaccurate data on their dashboards?
To preserve the integrity of the source reports for dashboards, you can create a new report folder with viewer access only and
- move the dashboard reports to that folder. This way, users can view the reports but not edit them
What does the Get records element do
flow element that allows you to retrieve one or more records from an object that meet certain conditions and store them in a collection variable or a record variable for use later in the flow. You can also choo
What does Lightning pages do
Lightning page allows you to customize a record page and add a screen flow as a component. You can use the Lightning App Builder to drag and drop the Flow component onto the page and select the screen flow you want to display.
What is a junction object and what does it do and why
A junction object
is a type of custom object that allows administrators to create many-to-many relationships between two other objects. A many-to-many relationship means that each record of one object can be related to multiple records of another object, and vice versa. For example, a junction object can represent that a contact can be interested in multiple pieces of merchandise, and a piece of merchandise can be of interest to multiple contacts. A junction object has two master-detail relationships with the two objects it connects.
The administrator at Cloud Kicks has a Custom picklist field on Lead, Which is missing on the
Contact when leads are converted. Which two items should the administrator do to make sure these values are populated?
To make sure the custom picklist field values are populated on contact when leads are converted, you need to create a custom picklist field on contact and map it to the corresponding field on lead.
Chatter External for Theme Building
What do you have to keep in mind?
Chatter external users see the built-in Lightningt heme only and cannot see custom themes.
look up approval process for campaigns
AW Computing would like to improve its Case Lightning record page by including:
* A filtered component to display a message in bold font when a case issaved as acriticalrecord
type.
* A quick way to update the account status from the case layout.
Which two components should an administrator use to satisfy these requests? Choose 2 Answers
A related record component is a type of component that allows users to view and edit fields from a parent record on a child record page without leaving the page. For example, a related record component can allow users to update the account status from the case layout by selecting an account record from a drop-down list.
- A rich text component is a type of component that allows users to display formatted text on a record page using rich text editor tools such as bold font, bullet points, images, and links. For example, a rich text component can display a message in bold font when a case is saved as acriticalrecord type by using conditional visibility rules.
What are the four elements that before save flow supports
Assignment,
Decision, Get Records, and Loop
When you want to create a new record type and display it to users
Profile assignment and page layout assignment are two assignments that should be used to display a new record type to users. Profile assignment determines which profiles can access a record type and which record type is the default for each profile. Page layout assignment determines which page layout is assigned to each record type and profile combination.
You been asked to change the Probability field value on Opportunities
How do you accomplish this?
Probability is a standard percentage field on the Opportunity object that indicates how likely an opportunity will close successfully. It is automatically calculated based on the opportunity stage unless you make it editable on page layouts.
To allow sales reps to change the probability field value of their opportunities, you need to make the field editable on page
When you are trying to close a case, the Closed option in the Case Status picklist is missing. Why?
A support process determines which values are available for the status field for each record type. If a support process omits a certain value for the status field, such as Closed, then users will not be able to see or select that value when working with cases or work orders of that record type.
You have a flow that is in production but its not creating records? why
A flow can be active or inactive depending on whether you want it to run or not. An inactive flow cannot be run by users or processes until you activate it. If a flow in production is supposed to create new records but it is not doing so, it could be because the flow is inactive and needs to be activated.
The administrator at Ursa Major Solar imported records into an object by mistake. Which two tools should be used to undo this import?
-Mass delete records tool allows administrators delete large numbers records meet certain criteria once setup interface; it can used undo import records into object mistake selecting records imported mistake deleting them mass delete records tool setup interface
-Data loader tool allows administrators import export delete large numbers records using CSV files command line interface API calls; it can used undo import records into object mistake using CSV file contains IDs records imported mistake deleting them data loader tool command line interface API calls
Data Import Wizard does not delete records!!
Which two actions can be accomplished via the AppExchange? ‘Choose 2 answers
The AppExchange is an online marketplace where customers can find apps, components, consultants, developers, and more to extend Salesforce functionality or solve specific business challenges. Some of the actions that can be accomplished via AppExchange are finding certified developers and consultants who can help with custom development or implementation projects; installing industry-specific solution templates that provide preconfigured apps, dashboards, reports etc., for various industries such as manufacturing or healthcare; downloading free tools or components that enhance productivity or user experience; browsing reviews or ratings from other customers who have used certain products or services; etc.
What is a recurring taskand who and where can enable it
Recurring tasks are tasks that repeat at regular intervals, such as daily,weekly, monthly, etc. They can be created by users who have the permission to create recurring tasks, which can be enabled by administrators in the user profile
Universal Containers (UC) has a queue that is used for managing tasks that need to be worked by the
UC customer support team. The same team will now be working some of UC’s Cases. Which two options should the administrator use tohelp the support team?
- Use assignment rules to set the queue as the owner of the case.
C. Add Cass to the existing queue as available object.
Assignment rules and queue configuration are two options that should be used to help the support team work on some of UC’s cases. Assignment rules can be used to automatically assign cases to a queue based on certaincriteria, such as case origin or priority. Queue configuration can be used to add Case as an available object to the existing queue and specify which users or groups can access the queue.
look up assignment rules
Cloud Kicks has asked the administrator to test a new screen flowthat create contacts. What are two key components of testing the flow?
Explanation: Running the flow using it to create contacts and using debug to test the flow in Flow Builder are two key components of testing a new screen flow that creates contacts.
The administrator forCloud Kicks needs to give access to a new custom object with custom fields to more than one user.
A permission set group is a collection of permission sets that can be assigned to users as one unit; it simplifies permission management by reducing the number of permissionassignments needed for users who require multiple permission sets. A permission set is a collection of settings and permissions that give users access to various tools and functions in Salesforce; it can be used to extend users’ access beyond their profilewithout changing their profile. Creating permission sets and assigning permission set groups can help Cloud Kicks give access to new custom object with custom fields to more than one user by creating permission sets that include access to new custom object with custom fields and assigning permission set groups that contain those permission sets to users who need them. Adding users to manual sharing list or editing organization-wide defaults are not options for giving access to new custom object with customfields to more than one user; they either do not apply to custom objects or do not grant
What does mydomain do
My Domain is a feature that allows administrators to create a custom domain name for their Salesforce org that replaces their instance URL (such as na35.salesforce.com). My Domain provides benefits suchas improved security; enhanced branding; faster navigation; access to Lightning components; etc. However, one of the considerations when enabling My Domain is that it changes how users log in to Salesforce - instead of using their instance URL login (suchas login.salesforce.com), they have to use their My Domain login (such as mydomain.my.salesforce.com). This applies to all internal and external users who access Salesforce via web browser or mobile app.
Northern Trail outfitters has hired interns to enter Leads into Salesforce and has requested a
way to isidentify these new records from existing Leads.
What approach should an administrator take to meet this requirement?
To identify new leads entered by interns from existing leads, the administrator should define a record type and assign it to the interns. This will allow them to select a different record type whencreating leads, and distinguish them from other leads based on record type.
When you want to convert a MDR to a lookup what could prevent you from doing that
The roll up summary field becuse it only applies to the MDR unless you delete it
One scenario that could prevent an administrator from changing the relationship between work item and project custom objects from master-detail to lookup is that roll-up summary fields exist on the master object (project). Roll-up summary fields are fields that calculate values from related records in a master-detail relationship; they cannot be used in a lookup relationship.
The administrator at cloud kicks is trying to debug a screen flow that create contacts. One of
the variables in the flow is missing on the debug screen. What couldcause this issue?
To debug a screen flow that createscontacts, one of the possible causes for a variable missing on the debug screen is that the available for input checkbox was unchecked for that variable. This means that variable cannot be set by external sources such as debug inputs or URL parameters. Tofix this issue, check this checkbox for any variable that needs to be set externally
Cloud Kicks generates leads for its different product categories (shoes, apparel, and accessories) through many different sources. While some lead sources are used for all three categories, other lead sources are specific to a single category. The VP of marketing requests that only the proper lead sources be displayed based on the product category chosen.
How should the administrator configure Salesforce to meet this requirement?
To display only theproper lead sources based on the product category chosen, an administrator should create a dependency between the Product Category field and Lead Source field on Lead object. A dependency is a relationship between two picklist fields that restricts the values available in one picklist based on the value selected in another picklist. For example, an administrator can create a dependency that shows only Online Store and Social Media as lead sources if Product Category is Shoes, but shows only Trade Show and Magazine as lead sources if Product Category is Apparel. Creating a page layout for each category, creating business processes and record types for each category, or creating a single business process with record types for each category will not display only the proper lead sources based on the product category chosen.
An administrator at Northern Trail Outfitters is creating a validation rule.
Which two functions should the administrator use when creating a validation rule?
Two functions that an administrator should use when creating avalidation rule are:
Error condition formula, which defines when an error should occur based on record fields and values
Error message location, which specifies where on the page layout an error
message should appear when triggered by an error conditionformula Formula return type and rule active date are not functions used for validation rules
Sales reps miss key fields when filling out on opportunity record through the process. Reps need to move forward Win unable to enter previous stage.
Which three options should the administrator use to address this need?
Guided selling, validation rules, and required fields on the page layout are three options that can be used to ensuresales reps fill out key fields when working on an opportunity through the process. Guided selling allows administrators to add prompts and guidance at each stage of the path to help reps move forward with confidence. Validation rules allow administrators to enforce data quality and business logic by preventing reps from saving records that do not meet certain criteria. Required fields on the page layout allow administrators to make certain fields mandatory for reps to enter before saving records. Configuring opportunity path can help reps visualize and update key fields at each stage, but it does not make them required or prevent them from moving forward without entering them.
**Using flow to mark fields required is not possible because flows cannot modify page layouts or field properties.
The administrator at universal containers has a screen flow that helps users create new
leads. When lead source is “Search Engine”, the administrator needs to require the user to choose a specifica search engine from a picklist. If lead source
is not “Search Engine”, this picklist should be hidden.
How should the administrator complete this requirement?
To require users to choose a specific search engine from a picklist when lead source is “Search Engine”, and hide it otherwise, the administrator shouldcreate a picklist for specific search engine on the same screen as lead source, and set conditional visibility so that it is only shown when lead source is “Search Engine”. This will make sure that users see only relevant fields based on their input.
Cloud Kicks (CK) needs a new sales application. The administrator there is an application package on the AppExchange and wants to begin testing it in a sandbox to see If it addresses CK’s needs.
What are two considerations when installinga managed package in a sandbox
Two considerations when installing a managed package in a sandbox are: The installation link has to be modified to test.salesforce.com, because the default installation link points to login.salesforce.com which is for production orgs. To install a package in a sandbox org, the administrator has to replace login with test in the installation URL before clicking it.
The package will be removed any time the sandbox is refreshed, because refreshing a sandbox replaces its current data and metadata with those from its source org. If the source org does not have the package installed, then the sandbox will lose it after refresh.
What is an ID variable
An ID variable is a type of variable that can store an ID value of a record or a record type in a flow. It can be used to store the ID of a record type for later use in a flow, such as assigning it to a record or using it in a condition
Ursa Major Solar has service level agreements (SLA) that are routed to support queues. Cases that meet the 24 hour SLA need to be automatically re-assigned to the next tier queue.
Which feature should be used to fulfill this requirement?
o re-assign cases that meet the 24 hour SLA to the next tier queue, the administrator should use a case escalation rule that defines the criteria for escalating cases, such as age or priority, and the actions to perform when those criteria are met, such as changing owner or sending email alerts. Case escalation rules can help ensure that cases are handled in a timely manner and escalated to appropriate users or queues.