Associate Cert - Data Model

Question 1

You require a field on the opportunity object to be required on every opportunity record. What is the most appropriate way to make the field mandatory?

Answer 1

Universally Required

Question 2

Data about an individual Company, Contact, or Opportunity is stored in what?

Answer 2

Record

Question 3

These fields are indicated by a little red asterisk on the page when a user is editing or creating a record:

Answer 3

Universally Required

Question 4

A field can be made mandatory in what three ways?

Answer 4

Universally Required,
Required at Page Level,
Validation Rule

Question 5

A _______ can make a field required when it meets certain criteria.

Answer 5

Validation Rule

A Validation Rule can make a field required when it meets certain criteria.

Question 6

Your Salesforce org has different page layouts for accounts: one for customers and one for competitors. You would like the annual revenue field to be required for customers only. What is the most appropriate way to make the field mandatory… Universally Required, Required at Page Level, or Validation Rule?

Answer 6

Required at Page Level

Question 7

_______ could make the Closed Lost Reason field only available when the Stage is set to Closed Lost, however it would not make the Closed Lost Reason required.

Answer 7

Field dependencies

Field dependencies could make the Closed Lost Reason field only available when the Stage is set to Closed Lost, however it would not make the Closed Lost Reason required.

Question 8

There are two ways to increase data visibility via roles, essentially superseding (pushing past) the organization-wide default:

Answer 8

• The role hierarchy
• Settings on the role

Question 9

What are the four ways of granting access to records?

Answer 9

• Organization-wide default
• Role Hierarchy
• Sharing rules
• Manual sharing

Old RHinos ShaRe MuSh

Question 10

_______ defines the default level of access and should always be your most restrictive use-case.

Answer 10

Organization-wide default (OWD) defines the default level of access and should always be your most restrictive use-case.

Question 11

The _______ extends record access to users higher in the hierarchy. This is great for teams as it can allow team managers to view their subordinates records.

Answer 11

role hierarchy

The role hierarchy extends record access to users higher in the hierarchy. This is great for teams as it can allow team managers to view their subordinates records.

Question 12

_______ can be created to grant additional record access to certain users or groups of users.

Answer 12

Sharing rules

Sharing rules can be created to grant additional record access to certain users or groups of users.

Question 13

_______ allows the owner of a record to share it with other users. This is perfect for times when sharing cannot be automated or is a one off.

Answer 13

Manual sharing

Manual sharing allows the owner of a record to share it with other users. This is perfect for times when sharing cannot be automated or is a one off.

Question 14

If even a single user in the Org should not have visibility of some records, the OWD for that object should be _______.

Answer 14

Private

If even a single user in the Org should not have visibility of some records, the OWD for that object should be Private.

Question 15

Which feature sets the base level of access to an object’s records?

Answer 15

Organization-Wide Defaults

Question 16

_______ determines when a session will time out after a period of inactivity

Answer 16

Session Settings

Session Settings determines when a session will time out after a period of inactivity.

Question 17

_______ determines how often passwords expire or the minimum password length.

Answer 17

Password Policies

Password Policies – determines how often passwords expire or the minimum password length.

Question 18

_______ control what a user can do in Salesforce. _______ and _______ control what a user can see

Answer 18

Profiles control what a user can do in Salesforce. Roles and Organization-Wide Defaults control what a user can see

Question 19

Profiles control these 4 abilities…

Answer 19

C = create
R = read
E = edit
D = delete

Question 20

Where would you adjust the Login IP Ranges?

Answer 20

under that specific PROFILE

Question 21

_______ can be used to facilitate sharing and collaboration, by granting Salesforce users Read or Read/Write permission to an Account, its related Opportunities and related Cases.

Answer 21

Account Teams

Account Teams can be used to facilitate sharing and collaboration, by granting Salesforce users Read or Read/Write permission to an Account, its related Opportunities and related Cases.

Question 22

What feature of Salesforce would allow you to create relationships between Accounts?

Answer 22

Account Hierarchies

Question 23

_______ enable you to relate Accounts to each other in a hierarchical order.

Answer 23

Account hierarchies

Account hierarchies enable you to relate Accounts to each other in a hierarchical order.

Question 24

Users can create a hierarchy by completing the _______ field on the Account record.

Answer 24

Parent Account

Users can create a hierarchy by completing the Parent Account field on the Account record.

Question 25

If an additional permission is only for a single user, there is no need to _______ and it would be more efficient to _______.

Answer 25

create another custom profile, create a permission set If an additional permission is only for a single user, there is no need to create another custom profile and it would be more efficient to create a permission set.

Question 26

What sort of object is required for a Many-to-Many relationship?

Answer 26

Junction Object

Question 27

How would you create a Junction Object?

Answer 27

They are created using a custom object and then relating two other objects via two Master-Detail Relationships.

Question 28

Accounts and Contacts have a _______ Relationship.

Answer 28

Lookup Relationship Accounts and Contacts have a Lookup Relationship!

Question 29

Accounts and Contacts have a Lookup Relationship! However, these standard objects do behave in a similar way to those with a Master-Detail Relationship since the record access for Contact can be set to _______.

Answer 29

‘Controlled by Parent’ Accounts and Contacts have a Lookup Relationship! However, these standard objects do behave in a similar way to those with a Master-Detail Relationship since the record access for Contact can be set to ‘Controlled by Parent’.

Question 30

How many Master-Detail relationships can an object have?

Answer 30

two An object can have TWO Master-Detail relationships.

Question 31

A _______ can be used to share and restrict values across objects and custom picklist fields.

Answer 31

global value set A global value set can be used to share and restrict values across objects and custom picklist fields.

Question 32

A _______ field is a field that aggregates child record information into the parent record.

Answer 32

Roll-Up Summary A Roll-Up Summary field is a field that aggregates child record information into the parent record.

Question 33

_______ allow you to bundle Permissions together, simplifying permission set management.

Answer 33

Permission Set Groups Permission Set Groups allow you to bundle Permissions together, simplifying permission set management.

Question 34

A _______ allows a user to link the current record to another record in Salesforce.

Answer 34

A Lookup allows a user to link the current record to another record in Salesforce.

Question 35

What type of relationship is required to support roll-up summary fields?

Answer 35

Master-Detail

Question 36

Rollup-Summary fields are only available for the _______.

Answer 36

the parent object in a Master-Detail relationship Rollup-Summary fields are only available for the parent object in a Master-Detail relationship.

Question 37

Sales users must enter a Closed Lost Reason when the Opportunity stage is changed to “Closed Lost”. How could you enforce this?

Answer 37

Validation Rule (not filed dependent or req field)

Question 38

Field dependencies could make the Closed Lost Reason field only available when the Stage is set to Closed Lost, however it would not make the Closed Lost Reason _______.

Answer 38

required Field dependencies could make the Closed Lost Reason field only available when the Stage is set to Closed Lost, however it would not make the Closed Lost Reason required.

Question 39

A Roll-Up Summary field is one that aggregates data from a _______ to a _______ that shares a Master-Detail relationship.

Answer 39

child object to a parent object A Roll-Up Summary field is one that aggregates data from a child object to a parent object that shares a Master-Detail relationship.

Question 40

What can optionally be created when converting a Lead?

Answer 40

Opportunity An Opportunity can optionally be created when converting a Lead.

Question 41

We can create a _______ field on the Account object, and filter it so that it only calculates Opportunities where the Stage is equal to Closed Won.

Answer 41

Roll-Up Summary We can create a Roll-Up Summary field on the Account object, and filter it so that it only calculates Opportunities where the Stage is equal to Closed Won.