Configuration and Setup (Obj. 1,2) Flashcards

1
Q

An Admin is tasked with creating new home pages in Lightning Experience. What should the Admin consider when creating home pages? (2)

A.) The Home page can be assigned to each app

B.) Each user can customize their own Home Page layout

C.) The Home Page can be customized for each role

D.) The Home Page can be customized for each profile

E.) Home Page can only be assigned through permission sets.

A

A.) The Home page can be assigned to each app

C.) The Home Page can be customized for each profile

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2
Q

If an organization is using multi-currency and does not want the converted amount to change on closed opportunities when exchange rates are updated, which feature can be used? (1)

A.) Custom Fiscal Year

B.) Opportunity Locking

C.) Exchange Rate Management

D.) Advanced Currency Management

E.) Lock Exchange Rates

A

D.) Advanced Currency Management

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3
Q

An Admin has created many custom fields on the Account record for different departments. One page layout is needed for all profiles because some users occasionally need to reference fields used by other departments. Which feature could the Admin enable to assist users in quickly finding the information that is relevant to them? (1)

A.) Enable collapsible sections so users can collapse the sections that are not relevant to them.

B.) Enable personal page layouts so users can customize the page layout

C.) Enable separate loading of related lists

D.) Enable lazy loading of the detail page

A

A.) Enable collapsible sections so users can collapse the sections that are not relevant to them

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4
Q

Each navigation bar of various apps inside a Salesforce org contains items in a particular order to ensure productivity. How can the Admin ensure that the users cannot change this? (2)

A.) Profile settings

B.) User Interface settings

C.) App settings

D.) Permission Set

A

B.) User Interface settings

C.) App settings

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5
Q

Two profiles require different tabs at the top of the home page. How can this be achieved? (1)

A.) Assign different home page layouts to each profile

B.) Create two custom apps with different tabs and apply one each to the two different profiles

C.) Create two custom apps with different tabs and assign one or the other to each user

D.) This cannot be achieved

A

B.) Create two custom apps with different tabs and apply one each to the two different profiles.

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6
Q

Acme Corp. is making the switch to Lightning Experience. The Admin is tasked with creating different pages to fulfill business requirements. What pages are available to create with the Lightning App Builder? (3)

A.) App Page

B.) Home Page

C.) Default Landing Page

D.) Record Page

E.) List Page

A

A.) App Page

B.) Home Page

D.) Record Page

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7
Q

An Admin is told that the sales rep profile should no longer have access to a tab available in an app. Which tab setting should the Admin use? (1)

A. None of the tab settings can meet this requirement

B.) Default On

C.) Tab Hidden

D.) Default Off

A

C.) Tab Hidden

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8
Q

An Admin is considering changing the default company locale. What should the Admin consider when doing this? (1)

A.) The company locale is not set as the default for new users; users must set the locale on their user record when they first log in

B.) The company locale is set as the default for new users, but any user can change their personal locale setting.

C.) The company locale is set as the default for new users but can be changed only by an Admin.

D.) The company locale will be used for all users, and it cannot be changed.

A

B.) The company locale is set as the default for new users, but any user can change their personal locale setting

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9
Q

A sales user has created a list view to display accounts of premium customers in Lightning Experience. He would like to share this list with a public group of co-workers. What should an Admin. recommend to allow the co-workers to see the accounts as quickly as possible? (1)

A.) Export the list view to a .csv file and share it with the co-workers.

B.) Use the sharing button to share the list view with the co-workers.

C.) Create a report that show the accounts and share it with the co-workers.

D.) Share the list view with the public group of co-workers from List View Controls.

A

D.) Share the list view with the public group of co-workers from List View Controls.

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10
Q

What does the ‘Default Locale’ setting determine? (3)

A.) Fiscal Year

B.) Default Currency

C.) Display format of Addresses

D.) Name format

E.) Format of Dates and Times

A

C.) Display format of Addresses

D.) Name format

E.) Format of Dates and Times

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11
Q

Which option should be selected while choosing an ‘Action Type’ to create an object-specific quick action that launches a Lightning web component? (1)

A.) Flow

B.) Custom Component

C.) Lightning Web Component

D.) Lightning Component

A

C.) Lightning Web Component

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12
Q

The Admin of Cosmic Solutions has created a new Lightning app to allow sales reps to manage records such as accounts, opportunities, and orders. This custom app should appear first in the App Launcher by default for all users in the org. Also, the existing Sales app should not be visible in the App Launcher. What should the Admin. do to meet these two requirements? (1)

A.) Navigate to the ‘App Menu’ page in Setup to change the default order of apps and hide the existing Sales app in the App Launcher.

B.) Navigate to the ‘App Launcher’ page in Setup to change the default order of apps and hide the existing Sales app in the App Launcher.

C.) Click the ‘App Launcher’ icon to configure the default order of apps and hide the existing Sales app in the App Launcher.

D.) Navigate to the ‘App Manager’ page in Setup to change the default order of apps and hide the existing Sales app in the App Launcher.

A

A.) Navigate to the ‘App Menu’ page in Setup to change the default order of apps and hide the existing Sales app in the App Launcher.

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13
Q

A user has asked if it is possible to edit multiple records at one time. Which features could an Admin use to enable this? (3)

A.) Give the user the ‘Mass Edits from Lists’ permission

B.) Enable hover edit

C.) Enable enhanced list

D.) Enable quick edit

E.) Enable inline editing

A

A.) Give the user the ‘Mass Edits from Lists’ permission

C.) Enable enhanced lists

E.) Enable inline editing

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14
Q

Which of the following settings can be configured from the ‘Company Settings’ section in Setup? (3)

A.) Company Login Hours

B.) Allowed IP ranges

C.) Business Hours

D.) Fiscal Year Settings

E.) Company Information

A

C.) Business Hours

D.) Fiscal Year Settings

E.) Company Information

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15
Q

Users have asked for the Parent Account field to be displayed in the Account Lookup dialog. How can this be enabled? (1)

A.) Modify the Account Search Results layout to include Parent Accounts

B.) The fields in the Account Lookup dialog are fixed and cannot be changed

C.) Modify the Account Lookup Dialog layout to include Parent Accounts

D.) Users can modify the fields themselves using the ‘My Columns’ link in the lookup dialog

A

A.) Modify the Account Search Results layout to include Parent Accounts

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16
Q

What are the valid reasons for using a custom fiscal year? (2)

A.) An organization wishes to follow the Gregorian calendar

B.) There are 13-week fiscal quarters

C.) The fiscal year does not start in January

D.) The fiscal year does not start on the first day of the month

A

B.) There are 13-week fiscal quarters

D.) The fiscal year does not start on the first day of the month

17
Q

Users have complained that the Account screen is taking a long time to load. What could the Admin. do to address this? (1)

A.) Enable enhanced lists

B.) Enable separate loading of related lists

C.) Enable inline editing

D.) Enable quick load on the account page layout

A

B.) Enable separate loading of related lists

18
Q

A service manager usually audits several cases a day for his team. He has requested a capability that would allow him to update the value on the Target Resolution Date field to ‘Today’ on a selection of records that he has recently reviewed. What can be done to accommodate this request? (1)

A.) Create a specific list view first, then add a mass quick action that updates the value on the Target Resolution Date field to the present day, and add the action to the list view that was just created.

B.) Create a quick action that updates the value on the Target Resolution Date field to the present day and add the action to the Home page layout

C.) Create a quick action that updates the value on the Target Resolution Date field to the present day and add it to the Case page layout

D.) Create a mass quick action that updates the value on the Target Resolution Date field to the present day and add the action to the Case list view search layout

A

D.) Create a mass quick action that updates the value on the Target Resolution Date field to the present day and add the action to the Case list view search layout

19
Q

A Salesforce user of Cosmic Service Solutions has complained to the Admin of the company that she can no longer view some of the tabs she used to have in the navigation bar. If the user uses Lightning Experience only, which of the following could cause this issue? (2)

A.) The user has customized the navigation bar of the app.

B.) The administrator has removed access to the tab at the user level

C.) The ‘auto-hide’ feature is turned on for rarely used tabs.

D.) The user has used the App Launcher to switch to a different app.

A

A.) The user has customized the navigation bar of the app

D.) The user has used the App Launcher to switch to a different app

20
Q

Universal Containers would like to improve the usability of their current lookup fields. When looking up a Contact record, they would like to view the Account, Phone, and Email fields as well as the name. Universal Containers would also like to globally search for contacts by the account name. What feature would you suggest to help them with this need? (1)

A.) List View

B.) Page Layout

C.) Search Layout

D.) Tab Layout

A

C.) Search Layout

21
Q

Sales reps in an organization need to record opportunities in USD and EUR. How can an Admin accomplish this? (2)

A.) Add the desired additional currency in the ‘Manage Currencies’ page

B.) It is not possible to use multiple currencies in Salesforce

C.) Enable multiple currencies for the organization in the ‘Company Information’ settings

D.) Grant the ‘Multiple Currencies’ permission set to the sales reps

A

A.) Add the desired additional currency in the ‘Manage Currencies’ page

C.) Enable multiple currencies for the organization in the ‘Company Information’ settings

22
Q

Where in an org could an Admin see how many remaining Salesforce licenses are available? (2)

A.) Manage Users -> Licenses

B.) Company Information page

C.) System Overview page

D.) Limits -> Licenses

A

B.) Company Information page

C.) System Overview page

23
Q

Global Insurance has recently switched to Lightning Experience. Service Agents complain about having to wade through Performance Charts and Top Deals, instead of New Cases on the Home Page. Sales Representatives, on the other hand, refuse to accept any changes to the current Home Page. How can an Admin address the needs of Sales Representatives and the Service Agents? (1)

A.) Advise users that they can customize their own Home Page

B.) Use Visualforce to customize the Home Page to dynamically display based on profile.

C.) Use the Lightning App Builder to customize the Home Page for different profiles.

D.) It is not possible to customize the Home Page in Lightning Experience

A

C.) Use the Lightning App Builder to customize the Home Page for different profiles

24
Q

European users are reporting that dates are displaying in the US date format instead of the European date format. The majority of users are based in the U.S. What is the most efficient way to handle this issue? (1)

A.) Change the date format setting on the company profile

B.) Manually change each European user’s locale in the User settings

C.) Inform European users to change the locale settings in personal settings

D.) Change the default local setting on the company profile

A

C.) Inform European users to change the locale settings in personal settings

25
Q

Which of the following are found in the Company Information page? (3)

A.) Default Locale

B.) Licenses available

C.) Total Number of Open Opportunities

D.) Roles

E.) Storage Used

A

A.) Default Locale

B.) Licenses available

E.) Storage Used

26
Q

An organization has recently enabled multiple currencies. Additional currencies were added and activated for users. What will the users’ experience be when they create a new opportunity record? (1)

A.) Users will be able to create opportunities only in the user’s default currency

B.) Users will be able to create opportunities in any active currency

C.) Users will be able to create opportunities in any currency

D.) Users can only create opportunities in the corporate currency

A

B.) Users will be able to create opportunities in any active currency

27
Q

CoolRay Inc. has a division that makes eye protection equipment for winter sports. Another division also exists that specializes in fashion eyewear, and the Role assigned to users in this division is different from the other. In addition, a Lightning app has been created for each division to manage the eyewear products which are publicly visible in the org. What customization options below can be performed to help users distinguish the different apps and allow them to easily access products that belong to their division? (2)

A.) Customize the Lightning apps to accessible based on the Role of the user.

B.) Set different brand images and colors for the two Lightning apps accordingly.

C.) Create sharing rules to prevent users from viewing products from another division

D.) Use pinned list views for the two type of products managed by the different divisions

A

B.) Set different brand images and colors for the two Lightning apps accordingly.

D.) Use pinned list views for the two types of products managed by the different divisions.

28
Q

Service Silo recently overhauled their Case record page and have included new fields and buttons. Since only a communique was sent and no classroom training can be conducted because of the current call volume, they want their agents to still be guided with the changes to the Case record page on how to use the new layout. What is the best option to introduce these Case record changes to the agents? (1)

A.) Create in-app guidance that includes instructions for the new Case record page

B.) Create a video that show the changes to the Case record page and have the agents watch it

C.) Send an email with screenshots that detail the changes to the new Case record page.

D.) Create dev org accounts for the agents and have them practice on the new Case record page there

A

A.) Create in-app guidance that includes instructions for the new Case record page

29
Q

As part of the launch of Salesforce for the organization, the VP of Corporate Communications of Orbitflux Solutions has given the Admin the company branding guide and files to incorporate into the user interface. What should the Admin do to accommodate this request? (1)

A.) An Admin can go to Themes and Branding in the User Interface settings to create a new theme

B.) Themes and colors can not be changed in Lightning Experience

C.) A request must be sent to Salesforce to have custom logos and colors changes for the organization

D.) An admin can upload a new logo but the color can only be in Salesforce Lightning Blue

A

A.) An admin can go to Themes and Branding in the User Interface settings to create a new theme

30
Q

ABC Company is expecting to have a very large volume of contract records with attachments. What should an admin advise regarding storage requirements? (1)

A.) Salesforce does not place limits on either file or data storage

B.) Both data and file storage will be used when storing contract records with attachments.

C.) Only data storage will be used when storing contracts with attachments

D.) Only file storage will be used when storing contracts with attachments

A

B.) Both data and file storage will be used when storing contract records with attachments

31
Q

ABC Rentals has a financial year that begins in July and ends in June. How can the Admin make sure that reports and forecasts are set up to reflect this? (1)

A.) Use the Default Fiscal Year Setting in Salesforce

B.) Use Standard Fiscal Year and set the fiscal year to start in July

C.) Enable Custom Fiscal Year and set the starting month to July

D.) It is not possible to change the fiscal year setting in Salesforce

A

B.) Use Standard Fiscal Year and set the fiscal year to start in July

32
Q

Sales Reps have informed their Admin that they would like to edit their opportunities directly inline in the list view without having to load each record individually. Which user interface settings can the Admin change to meet this request? (2)

A.) List View Edit

B.) Enhanced Lists

C.) Inline Editing

D.) Enhanced Editing

A

B.) Enhanced Lists

C.) Inline Editing

33
Q

Global Container’s Sales Team has noticed that when exchange rate are updated, opportunity amounts recorded in additional currencies change. How can an Admin avoid having opportunity amounts on closed opportunities change when exchange rates are updated? (1)

A.) Lock the amount on the opportunity record

B.) Enable ‘Advanced Currency Management’ and set dated exchange rates

C.) Opportunity amounts will always display with the latest exchange rate

D.) Update the exchange rate on a monthly basis

A

B.) Enable ‘Advanced Currency Management’ and set dated exchange rates

34
Q

Global Shipping does business in a number of different countries but wants to report in a single currency. The Admin is considering enabling multi-currency. What additional steps must be taken after multi-currency is enabled? (3)

A.) Set the currency for each profile

B.) Set the validity dates for the exchange rates

C.) Set the corporate currency

D.) Set the exchange rate for the currencies

E.) Define the list of currencies and make them active

A

C.) Set the corporate currency

D.) Set the exchange rates for the currencies

E.) Define the list of currencies and make them active

35
Q

Which of the following are correct regarding fiscal year settings? (3)

A.) Once enabled, custom fiscal years can no longer be disabled

B.) If the fiscal year is set in accordance with the Gregorian calendar, it is recommended that custom fiscal year be utilized

C.) Once defined, a custom fiscal year cannot be modified

D.) When the fiscal year start month is changed, quota and adjustment information is purged

E.) Custom fiscal years impact forecasts, reports, and quotas

A

A.) Once enabled, custom fiscal years can no longer be disabled

D.) When the fiscal year start month is changed, quota and adjustment information is purged

E.) Custom fiscal years impact forecasts, reports, and quotas

36
Q

Cosmic Enterprises recently moved from using Salesforce Classic to Lightning Experience. Their agents immediately noticed the difference in the way search is handled in Lightning Experience. What are some of the key features of Einstein Search in Lightning Experience that the agents might have noticed? (3)

A.) Search results are based on the most relevant records because of search personalization

B.) Actions from record pages can be accessed and completed even as the search parameters are being typed

C.) Search can be done using natural language in order to find records

D.) Instant results will immediately show all the records that contain a value that is being searched

E.) Search can be expanded so that it can use results indexed by other search engines.

A

A.) Search results are based on the most relevant records because of search personalization

B.) Actions from record pages can be accessed and completed even as the search parameters are being typed.

C.) Search can be done using natural language in order to find records