Configuration and Setup

Question 1

Salesforce users at Ursa Major Solar complain that Global Search returns too many records.

Which two configurations should an administrator perform to help users manage search results?

Answer 1

• Specify the Search Filter Fields for the object’s search layout.
• Reduce the number of records displayed for each object in the Search Results page.

Question 2

List View

Answer 2

A list of records that meet specific filter criteria

Question 3

What are two reasons a user cannot be deactivated?

Answer 3

• The user is the recipient of workflow email alerts.

- The user is a customer community administrator.

Question 4

User License

Answer 4

A user license determines the baseline of features that the user can access. Every user must have exactly one user license. You assign user permissions of data access through a profile and optionally one or more permission sets.

Question 5

Permission Set

Answer 5

• A permission set is a collection of settings and permissions that give users access to various tools and functions.
• The settings and permissions in permission sets are also found in profiles, but permission sets extend users’ functional access without changing their profiles.

Question 6

Profile

Answer 6

• Defines how users access objects and data, and what they can do within the application.
• When you create users, you assign a profile to each one.

Question 7

How can a system administrator discover who added a field to the account page layout?

Answer 7

Use the Setup Audit Trail.

Question 8

Ursa Major Solar uses a private sharing model for cases. Each product line has several product specialist who want to have visibility to all the cases involving their product line.

How should the administrator meet this requirement?

Answer 8

Create a predefined case team for each group of product specialist and assign the team using Case Assignment Rules.

Question 9

Organization-wide Sharing Default (OWD)

Answer 9

• Defines the default access level for an object’s records with organization-wide sharing settings
• Can be set separately for custom objects and many standard objects, including assets, campaign, cases, and accounts and their contracts

Question 10

Ursa Major Solar has three account record types: Prospect, Customer, and Vendor. The Customer record type is only for accounts that have a Closed Won opportunity.

How should a system administrator prevent users from selecting the Customer record type when they create new account records?

Answer 10

Remove the Customer record type as an Assigned record type in the users’ profiles and permission sets.

Question 11

A system administrator cannot share a report folder.

What is the possible reason?

Answer 11

The folder is private.

Question 12

Sharing Rules

Answer 12

• Give chosen users greater access by making automatic exceptions to your org-wide sharing settings.
• Use to extend sharing access to users in public groups, roles, or territories.

Question 13

Role Hierarchy

Answer 13

• Salesforce offers a user role hierarchy that you can use with sharing settings to determine the levels of access that users have to your Salesforce org’s data.
• Roles within the hierarchy affect access on key components such as records and reports.