Configuration And Setup

Question 1

What should the Org-wide-default setting be if you want all employees to view and edit leads, but only want lead owners to be able to transfer a lead to a new owner?

Answer 1

Public Read-Write

Question 2

If you want all users to view Accounts and Contracts but don’t want users editing each others records, what should the Org-wide-default setting be?

Answer 2

Public Read Only

Question 3

What should the org-wide-default access level be if users (and those above them in the role hierarchy) should only see records they own?

Answer 3

Private

Question 4

A users has Create, Read, Edit and Delete permissions on contracts and the org-wide default is set to private, what can the user see and do with contracts?

Answer 4

Create, View, Edit & Delete records they own

Question 5

A users has Create, Read, Edit and Delete permissions on contacts and the org-wide default is set to Public Read Only, what can the user see and do with contacts?

Answer 5

Create, View, Edit & Delete records they own
View records they don’t own

Question 6

If a users profile does not allow them access to Cases and the org-wide default is Public Read, what visibility does the user have on case records?

Answer 6

They cannot view, search or report on any case records in the system

Question 7

A users has Create, Read, Edit and Delete permissions on accounts and the org-wide default is set to Public Read Write, what can the user see and do with contacts?

Answer 7

Create, View, Edit and Delete all records (owned/owned by others)

Question 8

A users has Create and Read permissions on leads and the org-wide default is set to Public Read Write, what can the user see and do with leads?

Answer 8

Create and View all records (owned/owned by others)

Question 9

A users profile grants them create, read, edit and delete permissions on the Opportunity object and the org-wide defaults are set to private, what access options does the role hierarchy offer?

Answer 9

No Access, View, View + Edit

Question 10

A users profile grants them create and read permissions on Accounts, the org-wide defaults are set to private and the role hierarchy access is set to View + Edit, what accounts can the user edit?

Answer 10

Unable to edit records because the profile does not grant that permission

Question 11

A users profile is set to create, read, edit and delete on accounts, the org-wide defaults are set to public read only and the role hierarchy access is set to View + Edit, what can the user see and do with accounts?

Answer 11

Create and View all records (owned/owned by others)
Edit records they own and owned by those below him in the hierarchy

Question 12

A user profile is set to create and read on opportunities, the org-wide default is set to public read only and the role hierarchy access is set to View + Edit, what can the user see and do with opportunities?

Answer 12

Create and View all records (owned/owned by others)
The org-wide defaults and role hierarchy cannot grant him edit access

Question 13

A users profile is set to create, read, edit and delete on accounts, the org-wide defaults are set to public read/write, what access options does the role hierarchy offer?

Answer 13

Not necessary - user already has access to view and edit all records

Question 14

A users profile is set to create and read on accounts, the org-wide defaults are set to public read/write, what access options does the role hierarchy offer?

Answer 14

Not necessary - user already has access to create/view all records (unable to edit since the org-wide defaults and the hierarchy don’t grant more permission than the profile

Question 15

A user has create, read, edit and delete profile permissions on the opportunity object, the org-wide defaults are set to private, the access via role hierarchy is view + edit and the field level security of a specific field is set to visible, can the user edit this field?

Answer 15

Yes because the field is visible and the profile allows him to edit this objects records

Question 16

A user has create, read, edit and delete profile permissions on the opportunity object, the org-wide defaults are set to private, the access via role hierarchy is view + edit and the field level security of a specific field is set to read only, can the user edit this field?

Answer 16

No the field is read only

Question 17

A user has create and read profile permissions on the opportunity object, the org-wide defaults are set to private, the access via role hierarchy is view + edit and the field level security of a specific field is set to visible, can the user edit this field?

Answer 17

No the profile does not provide edit permissions on this object and the role hierarchy and field level security cannot grant a user more access then they have through their baseline permissions

Question 18

You can add up to ___ users at a time to your organization

Answer 18

Ten

Question 19

___ determines the display formats for date/time, names, addresses and commas/periods in numbers

Answer 19

Locale

Question 20

___ is used as the foundation for all currency conversion rates when multiple currencies are enabled

Answer 20

Corporate Currency

Question 21

What is the difference between the View All/Modify All and the View All Data/Modify All Data permissions?

Answer 21

View/Modify All is object specific
View/Modify All Data is for the entire org (all objects)

Question 22

Where can you view User Licenses?

Answer 22

Company Information

Question 23

Assign custom home pages to different ___

Answer 23

Apps and App-and-Profile combinations

Question 24

All users see the default home page unless ___

Answer 24

Their profile is assigned to another home page

Question 25

Where do you manage time zone settings?

Answer 25

Company Information

Question 26

Use a permission set group to bundle permission sets together based on ___

Answer 26

Users job functions

Question 27

Where can you set org-wide defaults for each object?

Answer 27

Sharing Settings

Question 28

Where do you activate multiple currencies?

Answer 28

Company Information

Question 29

How can you disable specific permissions in a permission set group?

Answer 29

Muting

Question 30

How can you show or hide a user (internal or external) from another user in the organization?

Answer 30

User Sharing

Question 31

How can you allow users with a designated profile to only see records that they own?

Answer 31

Restriction Rules

Question 32

How can you allow users to see only records owned by the same role as them?

Answer 32

Restriction Rules

Question 33

What do you use when you want to let user control the set of records that they see, without restricting access to other sets of records?

Answer 33

Scoping Rules

Question 34

What setting permanently removes all the records from a custom object while keeping the object and its metadata intact for future use.

Answer 34

Custom Object Truncate

Question 35

Where do you manage business hours?

Answer 35

Company Settings

Question 36

Where do you specify the fiscal year type for your organization?

Answer 36

Company Settings

Question 37

Where do you manage exchange rates?

Answer 37

Company Settings

Question 38

Where do you set the default order and visibility of apps in the App Launcher?

Answer 38

App Menu (Platform tools - User Interface)

Question 39

What settings allow you to customize the mobile app appearance to match your company's branding?

Answer 39

Salesforce Branding Settings: Brand color, loading page color, loading page logo

Question 40

Where can you view field accessibility for a particular field, profile or record type?

Answer 40

Field Accessibility (Settings - Security)

Question 41

You can download your organizations setup audit trail for the last ___

Answer 41

6 months

Question 42

Where can you view the status of emails sent through salesforce?

Answer 42

Email Log Files (platform tools)

Question 43

Where can you monitor the queue of pending automations?

Answer 43

Time-Based Workflow (platform tools)

Question 44

Where can you track the status of an outbound message?

Answer 44

Outbound messages (platform tools)

Question 45

Where can you identify and fix potential vulnerabilities in your security settings?

Answer 45

Security Health Check (Security)

Question 46

What are the two record page views options?

Answer 46

Full View and Grouped View

Question 47

Allow users to subscribe to reports to be notified whenever certain metrics meet conditions they specify by ___

Answer 47

Enable Report Notifications

Question 48

Custom report types are not available to users until ___

Answer 48

It is deployed

Question 49

A custom report type can contain __ object references but only ___ object relationships

Answer 49

60, 4

Question 50

How can you track how field values have changed over time?

Answer 50

Set up historical trend reporting (historical tracking reports)

Question 51

Assign page layouts to ___

Answer 51

Profiles and record types

Question 52

Assign record types to ___

Answer 52

Profiles and permission sets

Question 53

How can you revoke a permission?

Answer 53

Remove all instances of the permission from the user. Profiles and permission sets can only grant access not deny access.

Question 54

Default apps, default tabs and default record types can be assigned using __

Answer 54

Profiles only

Question 55

Settings on a standard profile can be edited but __ cannot

Answer 55

Permissions

Question 56

___ on a standard profile can be edited but permissions cannot

Answer 56

Settings

Question 57

Edit multiple profiles at a time without accessing each profile individually using __

Answer 57

Enhanced Profile list view

Question 58

What option allows you to specify the time period that a user has access to permissions in a permission set?

Answer 58

Assignment Expiration

Question 59

When permissions granted through profiles and permission sets conflict, the ___ wins

Answer 59

The most permissive Setting

Question 60

With ___ you can grant or revoke access for a specified set of users through a triggered event, such as a created or updated user record.

Answer 60

User Access Policy

Question 61

With ___ you can allow access to users only during specified sessions

Answer 61

Session-based permission sets

Question 62

At what levels can you control field access?

Answer 62

Record type, User or Field Level

Question 63

What control do Page Layouts have to field access?

Answer 63

Set whether the field is visible, required, editable or read only for a particular record type

Question 64

Should you use multiple page layouts or field level security to control users access to fields?

Answer 64

Field level security

Question 65

A field is required in a page layout and the field level security is set to read only. Can this field be edited?

Answer 65

No, the field level security overrides the page layout (read-only is a more restrictive setting)

Question 66

Organize the fields on detail and edit pages of a record using ___

Answer 66

Page layouts

Question 67

___ fields appear on edit pages regardless of field level security

Answer 67

Universally requires

Question 68

Create search layouts for different objects and assign them by ___

Answer 68

Profiles

Question 69

___ determines which fields a user can use to sort search results and fields users can filter to narrow what is shown on the search results page.

Answer 69

Search Layouts

Question 70

If you include a field in the search layout but it is hidden for users by field level security, can users see that field in their search results?

Answer 70

No, search layouts don't override field-level security

Question 71

A user can create ___ to ensure certain records are always shared within a specified set of users. An admin can create ___ for everyone in the organization to use to share records.

Answer 71

Personal Group, Public Group

Question 72

___ can be used to assign users to specific actions in Salesforce Knowledge

Answer 72

Groups

Question 73

What are two tips to consider when creating public groups?

Answer 73

Create a group when at lest a few users need the same access Create a group for members who don't need to frequently move in and out of the group

Question 74

Set the ___ for leads to private if you want users to only view and edit the leads they own, then use ___ to extend access of leads to particular users or groups

Answer 74

Org-wide defaults, sharing rules

Question 75

Use ___ to route lead, order, case and custom object records to a group of users

Answer 75

Queues

Question 76

Queues help groups of users to ___

Answer 76

manage shared workload more effectively

Question 77

Control access to data categories by ___

Answer 77

Map category groups to user roles

Question 78

What objects can use Teams?

Answer 78

Accounts, Opportunities and Cases

Question 79

A ___ is a group of users that work together on an account, opportunity or case.

Answer 79

Team

Question 80

What levels of record access can be specified by team member?

Answer 80

Read Only or Read/Write

Question 81

Access granted by hierarchies can only be disabled on ___

Answer 81

Custom Objects

Question 82

In Account Teams, members also have access to ____ associated with an account

Answer 82

Contacts, Opportunities and Cases

Question 83

Sharing rules on the contact object don't apply to ___

Answer 83

Private Contacts

Question 84

If the org-wide default is set to Public Read/Write/Transfer, who can delete the record?

Answer 84

The record owner

Question 85

Your Sharing model controls ____ user permissions and object level permissions control ____

Answer 85

Record visibility, what users can do to those records

Question 86

What are the ways a user can have access to an account

Answer 86

ownership from an associated child record org wide defaults roles sharing rules manual sharing account team/territory

Question 87

When should the private org-wide default setting be used?

Answer 87

If at least one user should not see a record within the object

Question 88

If a user has access to a child record of an account, what access are they granted on the account?

Answer 88

Read

Question 89

What types of users can you set org-wide default access for?

Answer 89

internal, external and guest users

Question 90

A users ability to view or edit an email template, document, report or dashboard is based on what?

Answer 90

The users access to the folder in which its stored

Question 91

Do roles above a particular user in the hierarchy have access to records shared to them using a criteria-based sharing rule?

Answer 91

Yes

Question 92

Who can grant access to a record using manual sharing?

Answer 92

The record owner Users in a role above the owner in the hierarchy Users who are granted full access to the record

Question 93

Some ____ report types might expose data of users whom a user doesn't have access.

Answer 93

Standard Report Type

Question 94

What does enabling Manager Groups do?

Answer 94

allows users to share records with their managers and manager subordinates groups

Question 95

Enable Manual Record Sharing to ___

Answer 95

Allow users to share their own record

Question 96

Enable Standard Report Visibility in Sharing Settings to ___

Answer 96

let users view reports based on standard report types that may expose data of users to whom they don't have access, regardless of the organization-wide defaults

Question 97

Folder access is based in ___

Answer 97

roles, permissions, public groups and license types

Question 98

Use ___ when you want certain users to only see a specific set of records

Answer 98

Restriction Rules

Question 99

A company has competing sales teams that can't see each others activities, even though the activities are on the same account. Use ___ to ensure that sales teams see only activities that belong to team and are relevant to their work

Answer 99

Restriction Rules

Question 100

A user supports multiple agencies in the org. Each user is assigned to a specific agency. What can you set up to filter the records that the user sees in list views and reports, while still having access to other agencies records if they need them?

Answer 100

Scoping Rules

Question 101

Which situations would prevent you from deactivating a user?

Answer 101

The user is selected in a custom hierarchy field The user is the owner of a process The user is the default owner of leads, cases or workflows The user is the sole recipient of a workflow email alert

Question 102

A user does not need a particular tab shown in the apps navigation bar, but they need the apps records to appear in reports, dashboards and related lists. What settings should be configured to achieve this?

Answer 102

Set tab settings on profile to default off Set tab settings in permission set to Available

Question 103

The Sales user profile has Create, Read and Edit permissions on the leads object but some sales users need to delete and transfer leads. How can this be achieved?

Answer 103

Create a permission set to grant additional permissions and assign it to the users who need it

Question 104

A users profile does not grant them access to cases, the org-wide default is set to public read/write. What access does the user have to case records?

Answer 104

They cannot view or edit cases

Question 105

Opportunity sharing rules give the specified role or group members access to ___

Answer 105

Accounts associated with the opportunity

Question 106

Sharing Rules automatically grant additional access to _____

Answer 106

Related Records

Question 107

Contact and case sharing rules provide the specified role or group members access to ___

Answer 107

The associated account

Question 108

___ expands a users access to fields that are restricted by their ___

Answer 108

Permission Set, Profile

Question 109

A user has Create, Read, Edit and Delete profile permissions on a custom object, a custom field is set to Read Only. Can the user edit the custom field?

Answer 109

No

Question 110

Regardless of the users place in the hierarchy, sharing rules make exceptions to org-wide defaults for sets of users in ____

Answer 110

Public groups, roles (role or role & subordinates) and territories

Question 111

___ makes exceptions to org-wide defaults for sets of users regardless of their place in the hierarchy

Answer 111

Sharing Rules

Question 112

A user has Read permissions on a particular object, a user below them in the hierarchy has Read and Edit permissions on the same object. What type of access does the user have to the records owned by the user below them in the hierarchy?

Answer 112

Read Only

Question 113

Regardless of the sharing settings, a user must have the correct ___ to access records shared with them.

Answer 113

object level permissions

Question 114

To create Sharing Rules, your org-wide defaults must be ___

Answer 114

Private or Public Read Only

Question 115

A user has a permission giving them read access to the account tab, they are assigned another permission giving them read and edit access to the tab. What access do they have to records on the account tab?

Answer 115

Read and Edit

Question 116

Users in roles or territories above others in the hierarchies don’t gain access to records shared with them if ____

Answer 116

Grant Access Using Hierarchies is disabled

Question 117

Record access determines which individual records users can view and edit in each object ___

Answer 117

Their profile already grants them access

Question 118

___ determine the baseline level of access a user has to all records in each object ___ further restrict access to records the user does not own for each object

Answer 118

object permissions, org-wide defaults

Question 119

How does a user manually share a record with other users?

Answer 119

Share button on the record

Question 120

What object permission ignores all sharing rules and settings?

Answer 120

View All and Modify All

Question 121

Override field-level security or any less-restrictive setting on page layouts by making a custom field ___

Answer 121

universally required

Question 122

__ can specify which record types and page layouts are visible to a user

Answer 122

Profiles

Question 123

Use ___ to specify login hours, IP ranges and session settings

Answer 123

Profiles

Question 124

How can you edit a standard profile

Answer 124

Clone and edit it

Question 125

What permissions does the standard user profile have for most standard objects

Answer 125

CRED

Question 126

Protect data at the org level by __

Answer 126

Managing users, password policies and login hours/IP ranges

Question 127

Set default app and control which tabs are visible and which tabs are available in the app launcher using

Answer 127

Profiles

Question 128

What permissions options do profiles offer different objects and fields?

Answer 128

CRED - objects Read, Edit - fields

Question 129

Create and customize reports and edit read only fields are examples of ___

Answer 129

System permissions

Question 130

What permissions does the Read Only profile have?

Answer 130

Only view records they have access to

Question 131

What Object Settings do Permission Sets offer?

Answer 131

tab settings, record type assignments, object and field permiss

Question 132

How can you extend access to objects and functions to only users who need it without changing profiles or giving permission to everyone with that Profile?

Answer 132

Permission sets

Question 133

Extends access to records when org-wide defaults don’t already allow users to view and edit records owned by others

Answer 133

Role hierarchies and sharing rules

Question 134

Create sharing rules based on ____

Answer 134

record ownership – records (of a particular object) owned by a set of users is shared with another set of users field criteria – records (of a particular object) matching a certain criteria (regardless of owner) are shared with a set of users

Question 135

Set field level security to grant/restrict access for a particular field based on users ___

Answer 135

Profile

Question 136

How can you specify the part a contact plays in a case, account, contract or opportunity?

Answer 136

Contact roles

Question 137

How can you define what happens when a user views a record with duplicates or starts creating a duplicate record?

Answer 137

Duplicate rules

Question 138

What can be used to insert, update, delete, and export records?

Answer 138

Data loader