Configuration and Setup (Obj. 5,6) Flashcards
Universal Containers uses Lightning Experience. The company has a Sales & Marketing email template folder, which contains the Sales and Marketing email template subfolders. Each of these subfolders stores email templates that were created by the Marketing Manager. If the Marketing department hires a new intern that needs to modify all the email templates in both subfolders, what’s the most efficient action that the Admin can take to share these templates with the intern? (1)
A.) Grant Edit access to the Sales & Marketing email template folder
B.) Grant manage access to the Sales & Marketing email template folder
C.) Grant Edit access to each email template in the Sales & Marketing subfolders
D.) Grant Edit access to the Sales & Marketing email template subfolders
A.) Grand Edit access to the Sales & Marketing email template folder
An Admin wishes to delegate the responsibility of resetting passwords and creating new users to her assistant. The Admin does not wish to give her assistant full administrative rights. What is the most appropriate solution in this case? (1)
A. Open a case with Salesforce for this type of profile creation
B.) Create a custom profile and give administrator permission to it
C.) Assign the user to a delegated group that has selected user administration permission
D.) Create a custom profile and give only limited access to create users and reset passwords
C.) Assign the user to a delegated group that has selected user administration permission
A user is assigned a profile that allows create, edit, and delete permission on Leads. The OWD for Leads has been set to private. A role hierarchy has been set up and the user has been assigned a role that has subordinate roles below it in the hierarchy. What will the user’s access be to leads owned by other users? (1)
A.) The profile setting will not override the sharing setting and the user will always only have read access to leads owned by other users.
B.) The user will have access to leads owned by other users granted via the role hierarchy
C.) The profile setting will override the sharing setting and the user will be able to edit leads owned by other users.
D.) The user will not be able to read, edit, or delete leads owned by other users.
B.) The user will have access to leads owned by other users granted via the role hierarchy.
An Admin wants to give another user the ability to assign one type of permission set designated for certain roles. How can this be accomplished? (1)
A.) Make the user a delegated administrator and enable the delegated administrator to assign the designated permission set
B.) Change the user’s profile to system administrator so that they have the ability to assign permission sets
C.) Change the permission set settings on the object in question
D.) Create a new profile and assign permission sets to it.
A.) Make the user a delegated administrator and enable the delegated administrator to assign the designated permission set
Cosmic Marketing Solutions is a marketing firm that uses a custom object called ‘Digital Marketing Contract’ to store customers’ contracts related to services like search engine optimization, newsletter campaigns, online promotion, etc. A custom profile called ‘Marketing Team’ has been created in Salesforce for users in the marketing team. The custom profile allows these users to view, edit, and create digital marketing contracts in Salesforce. However, only two senior marketing users should be able to delete the contracts. What should the company’s Salesforce Administrator do to meet this requirement? (1)
A.) Assign one of the standard profiles to the two senior users.
B.) Create a new custom profile by cloning a standard profile, and assign it to the two senior users.
C.) Create a new custom profile by cloning in the ‘Marketing Team’ profile, and assign it to the two senior users.
D.) Assign the ‘Marketing Team’ profile to the two senior users, and create a permission set to grant the ‘Delete’ permission
D.) Assign the ‘Marketing Team’ profile to the two senior users, and create a permission set to grant the ‘Delete’ persmission.
Which of the following can profiles be used for? (3)
A.) Making certain fields of an object read only for users.
B.) Ensuring that a record type is available to users
C.) Allowing users to manually share the records of an object
D.) Controlling whether users assigned to a particular role can view certain records
E.) Controlling which Apex classes and Visualforce pages users can access
A.) Making certain fields of an object read only for users
B.) Ensuring that a record type is available to users
E.) Controlling which Apex classes and Visualforce pages users can access
The users of an organization require edit access to all contacts associated with accounts they own. In many cases, some of the related contact records are owned by the account owner and some are owned by other users. Which OWD sharing setting can be used for the Contact object to meet this requirement? (1)
A.) Public Read Only
B.) Private
C.) Controlled by Parent
D.) Public Read/Write
C.) Controlled by Parent
The Admin of Cosmic Service Solutions has set the OWD sharing setting of the Account object to ‘Private’. The company uses Enterprise Territory Management and has an active territory model with the following territories: Canada, Northeast, Southwest, and California. Account records owned by users who are assigned to the California territory need to be shared with all users in the Northeast territory. They should have ‘Read’ access to the account records. What solution should be used to accomplish this? (1)
A.) A permission set should be created to grant record access to users in the Northeast territory.
B.) The default access level of account records should be set in the ‘California’ territory.
C.) A sharing rule based on criteria should be created to share the account records.
D.) A sharing rule based on record ownership should be created to share the account records.
D.) A sharing rule based on record ownership should be created to share the account records
The role of a sales manager of Cosmic Electronics was recently changed due to a transfer. She is now able to access an account record that is not owned by her. The Admin of the company would like to determine whether the role hierarchy is the reason for the record access. Which of the following can be used to quickly determine this? (1)
A.) Account Team related list
B.) Sharing Hierarchy button
C.) Apex sharing reason
D.) Sharing settings
B.) Sharing Hierarchy button
Cosmic Smart Solutions has a group of support users who require access to Salesforce. All these users need access to Chatter features and activities. A few of these users also require the ability to view and edit cases and records of a custom object called ‘Product Issue’. None of the users should be able to view or edit the records of any other object. Which solution should be utilized to ensure that these users have the required permissions? (1)
A.) Assign the ‘Read Only’ profile to all the users and assign a permission set to the users who require additional access.
B.) Assign the ‘Standard Platform User’ profile to all the users and assign a permission set to the users who require additional access.
C.) Assign the ‘Minimum Access - Salesforce’ profile to all the users and assign a permission set to the users who require additional access.
D.) Assign the ‘Standard User’ profile to all the users and assign a permission set to the users who require additional access
C.) Assign the ‘Minimum Access - Salesforce’ profile to all the users and assign a permission set to the users who require additional access
The Marketing Director of Cosmic Supermart would like all their Salesforce users to see only the campaign members whose lead or contact records they can access in Salesforce. What can a Salesforce Admin do to fulfill this requirement? (1)
A.) Use a criteria-based sharing rule defined on the Campaign Member object to grant access to campaign members.
B.) Use criteria-based sharing rule defined on the Campaign object to grant access to campaign members.
C.) Modify the OWD sharing default setting for the Campaign object
D.) Modify the OWD sharing default setting for the Campaign Member object
D.) Modify the OWD sharing default setting for the Campaign Member object
The Admin needs to set up OWD settings for all the standard and custom objects. Which of the following is true regarding OWD settings? (1)
A.) ‘Public Read Only’ is only available for standard objects
B.) ‘Private’ setting is only available for custom objects
C.) ‘Controlled by Parent’ setting is only available for custom objects
D.) ‘Public Read/Write/Transfer’ setting is only available for Cases and Leads
D.) ‘Public Read/Write/Transfer’ setting is only available for Cases and Leads
John needs a number of colleagues to have visibility and collaborate on a case related to an account he owns. what can John do to allow them to have access to the case record? (2)
A.) Set the OWD sharing default to ‘Public Read-Only’
B.) Use manual sharing to grant access to each user
C.) Create a sharing rule
D.) Add the users to the case team
B.) Use manual sharing to grant access to each user
D.) Add the users to the case team
United Technologies often needs several sales reps working on the same opportunities and requests the administrator to reflect this in the Salesforce org. What is true regarding Opportunity Teams? (1)
A.) Opportunity Teams are enabled by default
B.) The owner of the opportunity or users above the owner in the role hierarchy can manage opportunity team members.
C.) Custom fields cannot be added to the Opportunity Team Member object
D.) Only administrators can define default opportunity teams
B.) The owner of the opportunity or users above the owner in the role hierarchy can manage opportunity team members
The Account object has two record types named ‘Partner’ and ‘Customer’ assigned to a certain profile. A user with the said profile prefers the ‘Customer’ record type to be selected automatically when he clicks on the ‘New’ button on the account page when creating the account record. Which setting allows the default record type to be selected automatically when creating a new record for the object? (1)
A.) Default record type settings on the Account object
B.) Default record type settings in the user’s profile
C.) Record type preference in personal settings
D.) Default record type settings in a permission set
C.) Record type preference in personal settings
Which of the following is true about sharing access to a file attached to a record? (1)
A.) Access can only be determined by the adminstrator
B.) Access can only be determined by the record owner
C.) Only view access can be granted
D.) Access can be determined by the sharing settings of the record
D.) Access can be determined by the sharing settings of the record
Only users who have been assigned to the ‘Accounts Receivable’ profile should be able to view and access the ‘Credit Status’ field on the Account object via the detail page, reports, and the API. What is the best way for the Salesforce Administrator to accomplish this? (1)
A.) Set the Credit Status field to be not visible on the page layout for all profiles except Accounts Receivable.
B.) It is not possible to display a field for only one profile.
C.) Use field-level security to set the ‘Visible’ setting to not visible for all profiles except Accounts Receivable.
D.) Create two page layouts, one with the credit status field, the other without. Assign the first to the ‘Accounts Receivable’ profile and the second to the other profiles
C.) Use field-level security to set the ‘Visible’ setting to not visible for all profiles except Accounts Receivable
The CTO of Global Media Corporation would like to refine its security policies. He wants all of the Salesforce users in his organization to change their passwords after 60 days. The password should have a minimum password length of 12 characters, and the maximum invalid login attempts should be 3. What should the Salesforce Administrator consider when configuring this? (2)
A.) ‘Password Policies’ can be maintained at the organization level
B.) A request to Salesforce is required to change the password policy
C.) ‘Password Policies’ settings can be maintained for each profile
D.) ‘Password Policies’ settings can be maintained on the user detail page
A.) ‘Password Policies’ can be maintained at the organization level
C.) ‘Password Policies’ settings can be maintained for each profile
Which of the following can be stored and accessed in folders? (3)
A.) Email Templates
B.) Dashboards
C.) Entitlement Templates
D.) Reports
E.) Mail Merge Templates
A.) Email Templates
B.) Dashboards
D.) Reports
An Account Executive is regularly working with a number of colleagues on opportunities. One of the colleagues should be able to view but not update the opportunities. What is the best way to give the other people he is working with the required access to the opportunities and track their role on the opportunity? (1)
A.) Use manual sharing to add the users to each opportunity
B.) Add the user to the role hierarchy below the account executive
C.) Create a sharing rule
D.) Create an Opportunity Team and set access for each user.
D.) Create an Opportunity Team and set access for each user