Data Flashcards

1
Q

What operations can be performed directly through the graphical user interface of Data Loader? Choose 3

A. Migrate attachments from source to the target organization
B. Upload documents and links into content libraries
C. Upload Attachments
D. Hard Delete Records
E. Export content from content libraries

A

B. Upload documents and links into content libraries
C. Upload Attachments
D. Hard Delete Records

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2
Q

There are three custom objects, namely Position, Job Application, and Candidate. Lookup relationships have been created from Job Application to Position and Job Application to Candidate. What are valid reasons for creating lookup relationships instead of master-detail relationships? Choose 3

A. Job applications may be processed in a queue
B.) The owner of the job application could be different from the owner of the position record
C.) The total field for the number of applications for each position is required on the position object
D.) The Job Application object may already have two master detail relationships defined
E.) Security and permission settings of job applications should be dependent on the Position object

A

A. Job applications may be processed in a queue
B.) The owner of the job application could be different from the owner of the position record
D.) The Job Application object may already have two master detail relationships defined

It is possible to have the owner field separately for the detail record only when the relationship is lookup and not master-detail. So with lookup relationships, a job application record can have an owner different from the owner of its position record.

Job application records can be processed in a queue by assigning the queue as the owner.

Only 2 master-detail relationships are allowed per object.

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3
Q

While trying to define a new custom field, the admin noticed that the “Master-detail relationship” field type is grayed out. What could be the reason? Choose 1

A.)There is already two master-detail relationships fields on the object
B.) There is already a master-detail relationship field on the object

A

A.)There is already two master-detail relationships fields on the object

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4
Q

What is true regarding master-detail relationship with a standard and custom object? Choose 2

A. The standard object can only be the master side of this relationship
B. The standard object can be on the master or detail side of this relationship
C. The custom object can be on the master or detail side of this relationship
D. The object on the detail side will inherit the security and sharing settings of the master object

A

A. The standard object can only be the master side of this relationship
D. The object on the detail side will inherit the security and sharing settings of the master object

In master-detail relationships between standard and custom objects, the standard object is always the master. A standard object cannot be on the detail side with a custom object being on the master side. The detail records inherit the security and sharing settings of the master.

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5
Q

What is is true about lookup relationships? Choose 2

A.) Lookup fields are always optional
B.) A lookup relationship is used when two objects need to be linked tightly
C.) The objects in the relationship can have different owners
D.) Both objects in the lookup relationship can have independent sharing rules

A

C.) The objects in the relationship can have different owners
D.) Both objects in the lookup relationship can have independent sharing rules

In a lookup relationship, the two objects can have independent ownership and security settings. The objects are loosely linked, and the lookup fields can be optional or required

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6
Q

Global Containers would like to create quotes related to opportunities. What would be the recommended data model to meet this requirement? Choose 1

A.) Use the standard Opportunity and Quote objects
B.) Create a Quote custom object and link it to the Opportunity standard object
C.) Install an AppExchange product to add custom Quote objects
D.) Extend the Opportunity object by including custom fields for Quotes

A

A.) Use the standard Opportunity and Quote objects

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7
Q

Which of the following statements are true with regard to enabling the Bulk API in Data Loader? Choose 3

A.) Parallel processing is used to load data faster
B.) Data will be loading faster when using the Bulk API
C.) Serial processing is used to load data faster
D.) Synchronous processing is used to load data faster
E.) Data is processed in batches

A

A.) Parallel processing is used to load data faster
B.) Data will be loading faster when using the Bulk API
E.) Data is processed in batches

The bulk API loads data faster as it uses parallel processing of batches. Serial mode can be enabled via the “Settings” screen if data contention is a problem with parallel processing, but this will result in a slower overall process.

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8
Q

The Sales team at Global Containers has created a list of opportunities which need to be imported to SFDC. There are about 200 records in the import file. Which of the following solutions should be used for the import? Choose 1

A.) Manually enter the records
B.) Use an AppExchange solution
C.) Use Data Loader
D.) Use Data Import Wizard

A

C.) Use Data Loader

The Opportunity object is not supported by the Data Import Wizard. It is only possible to import opportunity records using the Data Loader.

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9
Q

The Admin working for company recently tried the Schema Builder, but found that it displays too many objects and relationships, has long loading times, and is too difficult to work with. Which of the following features could help with these issues? Choose 3

A.) The filter can be used to only display objects of interest
B.) Performance can be improved by selecting the “Hide Relationships” option.
C.) The map can be used to navigate to objects of interest
D.) Performance can be improved by selecting the “Hide Grids” option
E.) Fields can be hidden and only the objects can be displayed

A

A.) The filter can be used to only display objects of interest
B.) Performance can be improved by selecting the “Hide Relationships” option.
C.) The map can be used to navigate to objects of interest

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10
Q

Company is migrating customer data from a legacy CRM application into SFDC and needs to ensure that the original created date of the account records is retained when the records are imported into SFDC. How can a developer meet this requirement? Choose 1

A.) Request Salesforce to enable the “Update System Fields” setting
B.) Enable the “Set Audit Fields upon Record Creation” setting in Setup
C.) Disable the “Lock System Fields” setting on the Account object
D.) No Action is required since the Created Date can always be updated but only via the API

A

B.) Enable the “Set Audit Fields upon Record Creation” setting in Setup

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11
Q

You have determined that you need to store information about Prospects, Customers, Policies, Claims and Benefits in SFDC. Which of the following statements is true regarding the types of objects what would be required? Choose 1

A.) Customers could be stored in the Account standard object, but all other data would require custom objects
B.) Both standard and custom objects could be used to store the data
C.) Custom objects would need to be created to store all of the required data
D.) Standard objects could store all of the required data

A

B.) Both standard and custom objects could be used to store the data

While it is possible to use custom objects to store all of the data, standard objects should be examined first to determine if they are appropriate for the use case. The Lead standard object could be used for prospects. The Account standard object could be used for both individual and business customers. All other data would require a custom object to be created.

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12
Q

Which of the following are true about external objects and Salesforce Connect? Choose 3

A.) External objects support lookup relationships
B.) External objects can be created for any data source that supports OData 2.0 or OData 4.0
C.) External object data can be viewed together with data from within Salesforce on the same page
D.) External objects do not support lookup relationships

A

A.) External objects support lookup relationships
B.) External objects can be created for any data source that supports OData 2.0 or OData 4.0
C.) External object data can be viewed together with data from within Salesforce on the same page

External Data is available in the Salesforce mobile app and Global Search. External objects require the creation of an external data source. While defining an external data source, it is possible to specify its type as either Salesforce Connect: OData 2.0 or Salesforce Connect: OData 4.0. External object data can be viewed with data from standard or custom Salesforce objects through related lists. Lookup relationship fields can be created on external objects.

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13
Q

Which of the following statements are true about a master-detail relationship in Salesforce? Choose 2

A.) The relationship field is not required on the page layout of the detail object
B.) The security settings of the detail records depend on the master record
C.) The master objects can be a standard or custom object
D.) By default, records can be reparented in master-detail relationships

A

B.) The security settings of the detail records depend on the master record
C.) The master objects can be a standard or custom object

Reparenting of detail records can be set up, but it is not the default setting. The master-detail relationship field is required on the page layout of the detail record.

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14
Q

Which of the following is used for record matching when using the Data Loader. Choose 1

A.) External ID or Record ID
B.) Record ID
C.) External ID
D) Record owner

A

A.) External ID or Record ID

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15
Q

The data model for company includes Policy and Claim object. A Claim should always be related to a Policy. Related Claims must be visible on the Policy detail page. Claims are processed by the claims team, which requires an efficient way to organize, assign, and manage claims. What type of relationship would be required in this situation to be able to use queue functionality? Choose 1

A.) A one-to-many relationship between the two objects
B.) A master-detail relationship between the two objects as they are tightly linked
C.) A lookup relationship since child records cannot have an owner in a master-detail relationship
D.) A master-detail relationship with sharing rules on the detail object

A

C.) A lookup relationship since child records cannot have an owner in a master-detail relationship

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16
Q

Company wants to track the location of each container it owns. Which of the following are valid reasons for creating a Location custom object and a lookup relationship field on the Container object instead of using a picklist field? Choose 3

A.) Validation needs to be performed on the location value
B.) Additional information about the location needs to be recorded
C.) Location values need to be maintained by end users
D.) The criteria for a workflow rule should use the location value
E.) There is a very large number of locations

A

B.) Additional information about the location needs to be recorded
C.) Location values need to be maintained by end users
E.) There is a very large number of locations

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17
Q

Company has a list of leads that need to be imported. The company follows a very strict data quality policy and does not want any duplicate leads to be created in the system as part of the import. What would a Salesforce developer recommend? Choose 1

A.) Use Data Loader
B.) Use Data Import Wizard
C.) use Data import CLI
D.) User Data Loader CLI

A

B.) Use Data Import Wizard

One advantage the Data Import Wizard has over Data Loader is that it is possible to prevent duplicates by uploading records according to account name and site, contact email address, or lead email address

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18
Q

Company wants to insert new customer records daily at 11am in the morning. How could this be automated? Choose 2

A.) Download and install an app from the AppExchange
B.) Data Loader GUI
C.) Data Loader Command Line Interface
D.) Force.com Excel Connector

A

A.) Download and install an app from the AppExchange
C.) Data Loader Command Line Interface

Data Loader’s command line interface or a third party app from the AppExchange can be used for this. The Data Loader GUI does not allow scheduling jobs. The Force.com Excel Connector is useful for cleaning and mass-updating Salesforce-based data from within a spreadsheet.

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19
Q

Company uses custom objects extensively. Which of the following tools can be used to import data into custom objects? Choose 3

A.) Data Loader Command-Line Interface
B.) Data Import Wizard
C.) Data Loader
D.) Data Importer

A

A.) Data Loader Command-Line Interface
B.) Data Import Wizard
C.) Data Loader

Custom object data can be imported through Data Import Wizard as well as Data Loader. Data Loader can also be run from the command line for automated batch operations such as nightly scheduled loads and extractions.

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20
Q

There is a requirement to view real-time data stored in SAP within the SFDC account record. What is the best way to meet this requirement? Choose 1

A.) Export the data from SAP and import into SFDC with a nightly batch job
B.) Create a custom integration between SFDC and SAP
C.) use a third-party integration tool to connect SFDC and SAP in real-time
D.) Define an external object in SFDC to access the SAP data

A

D.) Define an external object in SFDC to access the SAP data

External objects can be used to access data stored in an external system such as SAP in Salesforce

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21
Q

Which of the following are NOT capabilities of the Schema Builder? Choose 1

A.) Create formula fields
B.) Create lookup and master-detail relationships
C.) Create custom objects
D.) Create validation rules

A

D.) Create validation rules

Schema Builder provides the ability to add custom objects, lookup relationships, master-detail relationships, and all custom fields (including formula fields) except Geolocation.

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22
Q

Which of the following are valid reasons for using external objects instead of a third-party application for integrating data with Salesforce? Choose 2

A.) There is a large amount of external data, but users need to access only a small amount at a time
B.) External object records need to be shared with users based on certain criteria
C.) External data needs to be stored in the Salesforce org
D.) Real-time access to the latest external data is required

A

A.) There is a large amount of external data, but users need to access only a small amount at a time
D.) Real-time access to the latest external data is required

Sharing is not supported for external objects. It is also not possible to store external data in Salesforce using external objects. However, external data can be made available in real-time and on demand.

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23
Q

When adding a custom field to an object using the Schema Builder, which of the following is true? Choose 1

A.) The field-level security of custom fields is set to “Visible” for all profiles
B.) Custom fields are not automatically added to page layouts
C.) Custom fields are added to page layouts but the page layout needs to be edited to specify where the field should be displayed
D.) Roll-up summary fields cannot be added using the schema builder

A

B.) Custom fields are not automatically added to page layouts

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24
Q

Sam has completed the solution design for a SFDC application project and is ready to create the data model for the new application in Salesforce. There are several custom objects, each with a number of custom fields. What would be the most efficient way to complete the task? Choose 1

A.) use the Schema Builder to create custom objects and fields, and then navigate to “Objects” in Setup to create relationships
B.) use the Schema Builder to create custom objects, and then navigate to “Objects” in Setup to create fields and relationships
C.) use the Schema Builder to create custom objects, fields and relationships
D.) Create the custom objects, fields and relationships by navigating to “Objects” in Setup, and use the Schema Builder to verify that the data model has been setup correctly

A

C.) use the Schema Builder to create custom objects, fields and relationships

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25
Q

The admin has determined that he needs a junction object to model a many to many relationship between Students and Subjects. He creates the junction object “Student Subjects” and then creates the first master detail relationship between Students and “Student Subjects”. What will be the result of creating this primary relationship? Choose 2

A.) The junction object detail and edit page uses the color from the primary object
B.) The junction object inherits the owner from the primary object
C.) The primary relationship cannot be deleted if there is a second master detail relationship
D.) Junction object records can always be created. edited or deleted if the users have at least Read access to the primary object

A

A.) The junction object detail and edit page uses the color from the primary object
B.) The junction object inherits the owner from the primary object

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26
Q

After a review, it was decided that custom objects A and B need to be in a master-detail relationship instead of the current lookup relationship. A is the proposed master. Which of these items would you investigate before making the change? Choose 2

A.) Number of null values in the existing Lookup field on Object B
B.) Existing roll-up summary fields on Object A
C.) Number of existing master-detail relationships on Object B
D.) Validation rules applicable to the existing Lookup field on Object B

A

A.) Number of null values in the existing Lookup field on Object B
C.) Number of existing master-detail relationships on Object B

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27
Q

A developer wants to link a custom object called Bug with itself to show how two different bugs are related to the same problem. Which type of relationship field should the developer use? Choose 1

A.) Self
B.) Lookup
C.) Master-Detail
D.) Hierarchical

A

B.) Lookup

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28
Q

Which of the following is true about changing the field type of a Text Area (Rich) field? Choose 1

A.) Text Area (Rich) field can be converted to a Text Area (Long) field type but data may be truncated
B.) Test Area (Rich) field can be converted but only to a Text Area (Long) field type
C.) Images in a Text Area (Rich) field are deleted as soon as the field type is converted
D.) It is not possible to change the field type of a Text Area (Rich) field

A

B.) Test Area (Rich) field can be converted but only to a Text Area (Long) field type

A Rich text area can only be converted into a Long text Area. Rich text area fields and long text area fields have exactly the same quantitative capacity in storing characters such that converting a rich text area into a long text area does not result to truncation - that is cutting off the top or the end of a string

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29
Q

While adding a custom field to a newly created custom object, you have determined that you need a field that can store up to 500 characters of text on separate lines. Which data type would you select? Choose 1

A.) Text Area
B.) Text
C.) Multi-Line Text
D.) Text Area (Long)

A

D.) Text Area (Long)

A Text field allows entering a single line of text. A Text Area field allows entering up to 255 characters on separate lines. Text Area (Long) can store up to 131,072 characters. Multi-Line Text is not a Salesforce field type.

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30
Q

A master-detail relationship can exist between which of the following? Choose 2

A.) Standard object master and custom object detail
B.) Custom object master and custom object detail
C.) Custom object master and standard object detail
D.) External object master and custom object detail

A

A.) Standard object master and custom object detail

B.) Custom object master and custom object detail

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31
Q

What can be used to model a many-to-many relationship between two custom objects? Choose 2

A.) Junction object
B.) Lookup relationship
C.) Master-detail relationship
D.) Hierarchical relationship

A

A.) Junction object

C.) Master-detail relationship

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32
Q

While designing a custom application in Salesforce, the admin is reviewing the data types that would be suitable for the fields. Which standard field types are available for custom fields? Choose 2

A.) Checkbox, Picklist, and Address
B.) Email, Phone and URL
C.) Text, Radio Button, and Date/Time
D.) Number, Currency, and Percent

A

B.) Email, Phone and URL
D.) Number, Currency, and Percent

Address fields are a special compound data type that is only used in standard fields on standard objects. Radio Button is not a salesforce field type.

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33
Q

Which of the following statements is true regarding the use of an external ID field for matching records in the Data Import Wizard? Choose 1

A.) Matching by external ID is only available for custom objects
B.) Matching by external ID is available for custom objects and some standard objects
C.) When multiple external ID fields exist, the tool automatically selects the field for matching
D.) Matching by external ID is only available when importing solutions

A

B.) Matching by external ID is available for custom objects and some standard objects

Matching by external ID is available for supported standard objects in Data Import Wizard such as Accounts & Contacts, Leads, Solutions and Campaign Members as well as custom objects.

If an object has multiple external ID fields, the field to match by can be selected by a user.

34
Q

Which of the following types of fields do not support changing the data type? Choose 2

A.) Text (encrypted)
B.) Formula
C.) External ID field
D.) Text Area (Rich)

A

A.) Text (encrypted)
B.) Formula

Formula and encrypted fields cannot be changed to another data type

35
Q

Admin has created a custom object called “Invoice” to store invoice records. Every new invoice that is created should be identified by a unique system-generated Order ID with the format INV #151227-001, where 151227 represents the creation date in YYMMDD format. Which field type would be appropriate for this requirement? Choose 1

A.) Number
B.) Text
C.) Formula
D.) Auto-Number

A

D.) Auto-Number

36
Q

A global retailer is implementing a Quick Buy feature, where customers are allowed to store their credit card information for future purchases. The credit card information is sensitive in nature. However, the call center agents need to use the last 4 digits of the card for authentication purposes. What is the best way to model this in SFDC? Choose 1

A.) Maintain a copy of the last 4 digits in another field
B.) Create a Vlsualforce page that masks credit card information
C.) Set up field level security to “private” for the Call Center Agent profile
D.) Create the credit card information field as a “Text (Encrypted)” field

A

D.) Create the credit card information field as a “Text (Encrypted)” field

37
Q

Which of the following field types can be used as an External ID? Choose 3

A.) Text
B.) Picklist
C.) Number
D.) Email

A

A.) Text
C.) Number
D.) Email

38
Q

While designing your application, you have determined that certain fields need to be required, either if records are entered in the user interface or through Data Loader. What do you need to keep in mind regarding the required fields? Choose 2

A.) Enabling the “Required” checkbox while defining a custom field will make a field universally required
B.) Setting a field as required on a page layout will not make it required if a record is loaded with Data Loader
C.) Any custom field can be made universally required
D.) Any standard field can be made universally required

A

A.) Enabling the “Required” checkbox while defining a custom field will make a field universally required
B.) Setting a field as required on a page layout will not make it required if a record is loaded with Data Loader

If the “Required” checkbox is enabled when defining a custom field, it is universally required. Universally required means that a field must have a value regardless of how a record is saved.

Making a field required on a page layout doesn’t make it required for the purpose of loading records via the API or Data Loader

39
Q

While designing your application, you have determined that you could use a dependent picklist to ensure that the values selected in two picklist fields are valid. What do you need to keep in mind in relation to dependent picklists. Choose 3

A.) Standard picklist fields can be either controlling fields or dependent fields
B.) A multi-select picklist cannot be a controlling field
C.) There is a max number of values allowed in a controlling field
D.) Custom picklist fields can be either controlling fields or dependent fields
E.) Checkbox fields can be either controlling fields or dependent fields

A

B.) A multi-select picklist cannot be a controlling field
C.) There is a max number of values allowed in a controlling field
D.) Custom picklist fields can be either controlling fields or dependent fields

Standard picklist fields can be controlling fields but not dependent fields. Checkbox fields can be controlling fields but not dependent fields.

40
Q

What field can store a value that is not bound to a specific date? Choose 1

A.) Date/Time
B.) Business Hours
C.) Hours
D.) Time

A

D.) Time

41
Q

A financial institution would like to share and collaborate on files, publish the best and most relevant content, and track it all in real time. How could this be achieved? Choose 1

A.) Create a new custom object to track the files
B.) Use the standard Documents functionality
C.) Use the standard Content functionality
D.) Create a custom application for content

A

C.) Use the standard Content functionality

SFDC CRM Content gives the ability to the user to share and collaborate on files, publish the best and most relevant content, and track it all in real-time. The Documents tab, however, is used to store Web resources like logos, DOT files, and Visualforce materials without attaching them to records.

There is no need to create a custom object or custom application for the requirement.

42
Q

What will happen to a roll-up summary field when attempting to convert a master-detail relationship to a lookup relationship? Choose 1

A.) Nothing, as the conversion to the lookup relationship will not be allowed
B.) Nothing, as the roll-up summary field will not be affected after the conversion
C.) The roll-up summary field will be converted to a Number field
D.) The roll-up summary field will be deleted as long as it’s not referenced in any formula field

A

A.) Nothing, as the conversion to the lookup relationship will not be allowed

If a roll-up summary field exists on the master object in a master-detail relationship, converting the relationship type to a lookup relationship will not be allowed. Therefore, no changes will happen to the roll-up summary field since the conversion is not possible

43
Q

The admin has decided to use a custom object to track candidates. However, there should only be one record per candidate, which should be verified through a unique Email ID field. What would be the easiest way to implement this? Choose 1

A.) Write an Apex trigger to check for duplicate Email ID on save
B.) Mark the Email ID field as “Required” and “Unique”
C.) Mark the email field as “Unique”
D.) Create a workflow rule to check for duplicate Email ID on save

A

B.) Mark the Email ID field as “Required” and “Unique”

44
Q

A dev wants to link a custom object called Bug with itself to show how two different bugs are related to the same problem. Which type of relationship field should the dev use? Choose 1

A.) Indirect Lookup
B.) Lookup
C.) Master-detail
D.) Hierarchical

A

B.) Lookup

A lookup relationship field is required in order to link an object to itself. This type of relationship is called a self-relationship. However, linking a record to itself is not allowed.

A master-Detail relationship field cannot be used to create self-relationships. A hierarchical relationship is only available for the User object and it used for linking one User record to another. An Indirect Lookup relationship is created when an external object is linked to a standard/custom object.

45
Q

As an opportunity moves through different sales stages, different information is required on its detail page. Users should not be able to save an opportunity without entering the required information pertaining to its stage. What is the best way to meet this requirement? Choose 1

A.) Group the information by multiple sections pertaining to the sales stages on the page layout.
B.) Create a Visualforce page that is dynamically updated based on the sales stage
C.) Use validation rules to ensure that the required information is captured at each sales stage
D.) Use record types with different page layouts

A

C.) Use validation rules to ensure that the required information is captured at each sales stage

Record types can be used with different page layouts, but this is more suitable when there are multiple types of opportunities and the information captured is different for each one. If different information is required at different stages, validation rules that reference the “Stage” field could be used.

46
Q

John Smith, the Operations Director at Acme Solutions, volunteers as an Executive Facilitator at Girls Who Code (GWC) to fulfill his company’s corporate responsibility mission. However, belonging to two organizations created a duplicate contact entry for him in their SFDC CRM. How can an Admin handle this scenario? Choose 1

A.) Use Visualforce to flag the duplicate entry, which would indicate that the duplication is not an error but is required to maintain data integrity
B.) Hide John Smith’s contact record from the “Related Contacts” list on GWCs Account Page layout.
C.) Enable the “Contacts to Multiple Accounts” feature, add John Smith in the “Related Contacts” list on the GWC account record, and ensure that Acme is recorded in the account field on John Smith’s contact record
D.) Create two record types for Acme and GWC respectively, and display John Smith as the Director of Operations in the Acme Record Type and John Smith as the Executive Sponsor in the GWC Record Type

A

C.) Enable the “Contacts to Multiple Accounts” feature, add John Smith in the “Related Contacts” list on the GWC account record, and ensure that Acme is recorded in the account field on John Smith’s contact record

By enabling the Contact to Multiple Accounts feature, one contact can be related to multiple accounts without creating duplicate records.

Visualforce is not designed to flag duplicate entries. Hiding John Smith’s contact record is only possible if Contacts to Multiple Accounts feature has been updated. Even more so, this is the opposite of the solution. Record types are used for controlling field visibility and picklist values, and nor for hiding or showing records.

47
Q

What is true regarding classic encryption in SFDC? Choose 2

A.) Only users with the permission “View Encrypted Data” can see data in encrypted custom text fields
B.) Encrypted fields are always masked in email templates regardless of the user permissions
C.) An existing custom text field can be converted to an encrypted field
D.) Only text, number and picklist fields can be encrypted.

A

A.) Only users with the permission “View Encrypted Data” can see data in encrypted custom text fields
B.) Encrypted fields are always masked in email templates regardless of the user permissions

Encrypted fields can only be custom text fields, and existing fields cannot be converted to an encrypted field. Only users with the “View Encrypted Data” permission can see data in encrypted custom text fields. However, regardless of the user permission, encrypted fields are always masked in email templates.

48
Q

An Admin would like to ensure that the contacts to be shown and selected on a case are only those related to the account selected on the case. How should the Admin achieve this? Choose 1

A.) Create a required lookup filter on the “Account Name” field of the Case object
B.) Create a validation rule for the “Contact Name” field of the Case object
C.) Create a validation rule for the “Account Name” field of the Case object
D.) Create a required lookup filter on the “Contact Name” field of the Case object

A

D.) Create a required lookup filter on the “Contact Name” field of the Case object

A required lookup filter needs to be created on the “Contact Name” field as this field needs to filter contacts based on the account that is selected in the Case record. Enabling this filter turns the relationship field into what is called a dependent lookup where the values (contacts) it will display depends on field values in the source object (case).

In Classic, the filter can be required or optional, If the filter is set to optional, only values that match the lookup filter criteria appear in the lookup Dialog initially, but users can search all results and select a different value. In Lightning, all lookup filters are required, even if admins specify them as optional in Setup.

Although a validation rule can be used to prevent the Case record from being saved if the selected contact does not meet criteria, it cannot be used to only show contacts that meet criteria.

49
Q

An Admin would like to use the Data Loader to create several User records. Which of the following User fields are required for inserting Users via the Data Loader? Choose 3

A.) Company
B.) Email
C.) ProfileId
D.) Username
E.) Role
A

B.) Email
C.) ProfileId
D.) Username

The following fields are required when insterting Users via the Data loader: Alias, Username, Email, First Name, Last Name, Locale (LOCALESIDKEY), Language (LANGUAGELOCALEKEY), Email Encoding (EMAILENCODINGKEY), Time Zone (TIMEZONESIDKEY), Currency (CURRENCYISOCODE), and ProfileId.

50
Q

For an e-commerce company selling to individuals, which of the following should be recommended for storing customer information? Choose 1

A.) Person Accounts
B.) Business Accounts
C.) Contacts
D.) Partner Accounts

A

A.) Person Accounts

51
Q

EDG Electronics created two different record types and sales processes for their service and consumer products. Which of the following should the Admin configure to define and designate the sales processes for different users? Choose 3

A.) Profiles
B.) Validation Rules
C.) Picklist Values
D.) Page Layout
E.) Workflow Rules
A

A.) Profiles
C.) Picklist Values
D.) Page Layout

Validation rules and workflow rules are not configured while defining business processes for different users using record types.

A business process can be assigned to a record type. In a sales process, the picklist values of a Opportunity Stage field will define the phases that a deal will undergo until the deal is closed. Different picklist values can be displayed in a record based on the business requirements by editing the record type. The page layout will determine the subset of fields that will be displayed in a record view. A page layout can be assigned to a record type. Profiles can be used to define the available record types for users.

52
Q

What is the result of enabling the “Roll Up of Activities to a Contact’s Primary Account” feature in Activity Settings? Choose 1

A.) Activity details related to contact will only be displayed in the contact’s primary account
B.) All tasks and events are assigned to the record owner of the contact’s primary account
C.) Related tasks and events of contact are displayed in the primary account of the contact
D.) Activity field values can be aggregated and rolled up in a custom field on the primary account.

A

C.) Related tasks and events of contact are displayed in the primary account of the contact

When activities roll-up is enabled via the Activity Settings in an org, activities related to contact will also be displayed in the primary account of the contact.

53
Q

An Admin is required to convert a Text field into a Picklist field. Which of the following statements is valid regarding this field type conversion? Choose 1

A.) The field type conversion will success, but all Text field data will be lost after the conversion
B.) The type field conversion will succeed and data will not be lost if the conversion is not allowed to proceed it it will exceed picklist limits
C.) The field type conversion will succeed, and the field values will be truncated accordingly
D.) The field type conversion will fail since converting a Text field to a Picklist field is not allowed

A

B.) The type field conversion will succeed and data will not be lost if the conversion is not allowed to proceed it it will exceed picklist limits

Converting a Text field to a Picklist field is allowed. However, one must note that restricted picklists have a combined active and inactive limit of 1,000 vales. Unrestricted picklists can have up to 1,000 active and 4,000 inactive values.

Data will not be lost since the conversion is not allowed to proceed if it will exceed the picklist limits. Truncation of field values will not occur since the Text and Picklist field values have the same 255-character limits.

54
Q

A user has two record types assigned to their profile, namely, “Standard Contact” and “Read Only Contact”. When creating a new contact, the user is always prompted to choose the record type, even though the user always selects, “Standard Contact”. How can you improve this situation? Choose 1

A.) Set the default contact record type in the user’s record
B.) Set the default contact record type in the user’s profile
C.) Set the default contact record type in the user’s role
D.) Ask the user to set the default contact record type in “Settings”

A

D.) Ask the user to set the default contact record type in “Settings”

The default record type, set at the profile level, will select the record type when creating a new record, but the user still needs […] prompting the user to select a record type and create the record. The record type can be changed later if required.

55
Q

Global Insurance is using a custom app to record policy applications. For travel insurance applications, the country and duration of stay are required. For life insurance applications, these fields must not be visible. Which features would you use to meet this requirement? Choose 2

A.) Permission Sets
B.) Page Layouts
C.) Custom Links
D.) Record Types

A

B.) Page Layouts
D.) Record Types

Record types could be defined for different types of insurance applications. A different page layout could be used for each application record type to show the appropriate fields.

56
Q

Cool Air Conditioners has been using the Case object in Salesforce to manage issues faced by customers. The company would also like to use Salesforce to manage field service jobs performed for customers by technicians. They would like to track information about the tasks performed for the customers. What is the recommended solution to meet this requirement? Choose 1

A.) Utilize the standard objects Work Order and Work Order Line Item
B.) Create a custom object to manage field service jobs
C.) Install an AppExchange solution that adds the required functionality
D.) Create an external field service application and use REST API to integrate it with Salesforce.

A

A.) Utilize the standard objects Work Order and Work Order Line Item

Two standard objects in Salesforce, namely, Work Order and Work Order Line Item, can be used to track the field service work performed for customers, A work order can have related work order line items that represent the subdivisions or tasks to be completed.

In orgs that don’t have the Field Service add-on license, an option to enable Work Orders is available.

Installing an AppExchange application or creating a custom object is unnecessary to meet the requirement since standard objects are readily available. Creating an external application and integrating it with SFDC is also not required.

57
Q

What is true regarding Person Accounts? Choose 3

A.) If Person Accounts are enabled, when creating an account, the type of account to create needs to be selected
B.) Person Accounts do not have an account hierarchy
C.) Once Person Accounts are enabled they cannot be disabled
D.) Person Accounts have the same field as a business account

A

A.) If Person Accounts are enabled, when creating an account, the type of account to create needs to be selected
B.) Person Accounts do not have an account hierarchy
C.) Once Person Accounts are enabled they cannot be disabled

Person Accounts once enabled cannot be disabled. When creating a new account, the type of account must be selected. The fields of a person account are made up of fields from the Account and Contact objects.

58
Q

You are having trouble converting a lookup relationship into a master-detail relationship. What could be the possible reasons? Choose 3

A.) The object has reached the allowed number of master-detail relationships
B.) There is already a master-detail relationship with the same object
C.) The lookup field has an active lookup filter and needs to be deactivated
D.) Not all records have a value in the lookup field
E.) The lookup field is not marked as required.

A

A.) The object has reached the allowed number of master-detail relationships
B.) There is already a master-detail relationship with the same object
D.) Not all records have a value in the lookup field

A lookup relationship field cannot be converted to a master-detail relationship field is there are existing records on the object that have a null value set for the lookup field. Only tow master-detail relationships per object is allowed. If a master-detail relationship already exists for the same object, the option to select the master-details relationship field type will be disabled.

Marking a field as required nor removing an active filter form a field is not necessary when converting a lookup relationship field to a master-detail relationship field.

59
Q

Which of the following are standard capabilities of the Lead object? Choose 2

A.) Queues can be created to prioritize and assign leads to marketing or sales teams
B.) Leads can be automatically assigned to users or queues
C.) The admin can map standard or custom lead fields to fields on the Account, Contact and Opportunity objects as part of lead conversion
D.) Custom object records that have been related to a lead can be copied when a lead is converted to an account, contact and/or opportunity

A

A.) Queues can be created to prioritize and assign leads to marketing or sales teams
B.) Leads can be automatically assigned to users or queues

Lead queues can be created to prioritize lead records to support agents. lead Assignments Rules can be set up to assign leads automatically.

Only custom fields can be mapped as part of lead conversion. Salesforce automatically maps standard lead fields to standard account, contact, and opportunity fields; this standard mapping cannot be changed. Records of related objects cannot be copied when a lead is converted.

60
Q

Which of the following are true with regard to changing the field type of a custom field? Choose 2

A.) Changing the field type of a custom field will always result in data loss
B.) Changing the field type of a custom field may result in data loss
C.) Changing the field type may result in data truncation
D.) To change the field type of a custom field, the data must be backed up, and the custom field must be deleted and recreated with the new data type

A

B.) Changing the field type of a custom field may result in data loss
C.) Changing the field type may result in data truncation

Changing the field types can result in data loss or truncation depending on the situation.

61
Q

If your company is selling only to businesses, which features of Salesforce would be used? Choose 2

A.) Contacts
B.) Business Accounts
C.) Person Accounts
D.) Private Contacts

A

A.) Contacts
B.) Business Accounts

When selling only to businesses, customer information is stored in Accounts. Accounts are the companies that business is done with, and contacts are the people that work for them, and are related to the Accounts in Salesforce. Private contacts are contacts that are not related to an account and are only visible to the owner and the SFDC admin.

62
Q

Global Systems wants to capture some additional information while selling to accounts that belong to government authorities. Which of these steps represent the best solution? Choose 2

A.) Create validation rules for the account fields specific to government accounts
B.) Create a record type to identify government accounts
C.) Create a custom object called “Government Accounts”
D.) Define a separate account page layout for government accounts

A

B.) Create a record type to identify government accounts
D.) Define a separate account page layout for government accounts

Record types allow offering different business processes, picklist values, and page layouts to different users.

63
Q

An admin is assigned to import 10,000 accounts into an org. Which of the following SFDC features can the Admin use in order to achieve the task and prevent duplicate records from being created during the data import? Choose 2

A.) Define the matching rules and duplicate rules for the Account object
B.) Use Data Import Wizard and set the “Match Account By” option accordingly
C.) Use Data Loader and set the “Match Account by” option accordingly
D.) Define the criteria in the “Duplicate Prevention Rules” for the Account object

A

A.) Define the matching rules and duplicate rules for the Account object
B.) Use Data Import Wizard and set the “Match Account By” option accordingly

The Data Import Wizard can be used to prevent duplicate record during an import by using its “Match Account by” setting to match records, for example, by their “Name & Site” fields. Meaning, if the same Name and Site field values already exist in another record, then the current record is a duplicate. SFDC also provides matching rules to control how duplicate records are identified and duplicate rules to determine what actions to take whenever duplicates are caught.

Data Loader does not provide a “Match Account by” option. A “Duplicate Prevention Rules” setting does not exist

64
Q

Global Containers requires a custom recruitment app in Salesforce. The admin of the company has decided to use a custom object to track candidates. However, there should only be one record per candidate, which should be verified through a unique Email ID field. What would be the easiest way to implement this? Choose 1

A.) Mark the Email ID field as “Required” and “Unique”
B.) Mark the Email ID field as “Unique”
C.)Create a workflow rule to check for duplicate Email ID on save
D.) Write an Apex trigger to check for duplicate Email ID on save

A

A.) Mark the Email ID field as “Required” and “Unique”

A field can be marked as “Unique” to ensure that no other record exists with the same value for the field. in this case, it also needs to be made “Required” to ensure that blank values are not saved in the Email ID field.

65
Q

Mary is an Admin who is considering various requirements for managing customers. Which standard account features could she make use of? Choose 3

A.) Specifying the part that a person plays in an organization
B.) Relating customers in a hierarchy
C.) Tracking the team that works on a customer account
D.) Automatically updating the customer’s credit rating
E.) Creating an internal organizational chart for the account

A

A.) Specifying the part that a person plays in an organization
B.) Relating customers in a hierarchy
C.) Tracking the team that works on a customer account

Automatically updating an account credit rating is not a standard account feature. Relating customers in a hierarchy means linking different account records to one another. An account may have one or more subsidiary or supervisory org […] they’re all external with regard to the account.

On the other hand, an internal org chart shows how the people in the org are related to one another. For example, it could show the director acting as the supervisor for managers in different department.

The contacts hierarchy feature makes this somewhat possible in SFDC, but as the name suggests, it is a standard feature available for the Contact object. Contact roles specify the part that each contact plays in an account, case, contract, or opportunity.

66
Q

A certain org has three custom objects, namely, Programs, Projects and Tasks. Programs can have a number of related Projects and a Project can have a number of related Tasks. Master-detail relationships are used to link the objects. The total number of Tasks defined in a Program needs to be known. How can this be achieved? Choose 1

A.) Create a roll-up summary field on Program that rolls up all task records
B.) Create a workflow rule on the Program object with a field update action
C.) Create an Apex trigger on the Task object to update the Program record
D.) Create roll-up summary fields on the Project and Program objects

A

D.) Create roll-up summary fields on the Project and Program objects

A master object cannot directly roll up fields on a sub-detail or grandchild object. To achieve this, a roll-up summary field must be defined on the detail object to summarize field information on the subdetail object, and another roll-up summary field must be defined on the master object to summarize field information on the detail object.

An Apex trigger is not required as a declarative solution is available. A workflow rule cannot be used to summarize field values.

67
Q

What can be used to model a many-to-many relationship between two custom object? Choose 2

A.) Master-detail relationship
B.) Lookup relationship
C.) Hierarchical relationship
D.) Junction object

A

A.) Master-detail relationship
D.) Junction object

master-detail relationships are used to model many-to-many relationships between two objects. A junction object is a custom object with two master-detail relationships and it used to connect the two objects that are related to each other.

68
Q

Global Containers needs to view the margin of a product on the Opportunity Line Item by calculating the Sales Price minus the Product Cost. The Product Cost value fluctuates over time and is stored in a custom field on the Product object. What would be the recommended way to meet this requirement? Choose 1

A.) Create one formula field that references the cost field on the Product object and the Sales Price in the Opportunity line Item object.
B.) Create a formula field that obtains the value of the Product Cost custom field from the Product record and use another formula field to calculate the margin
C.) Create a custom field on the Opportunity Line Item object to store the value of the cost and use a formula field to calculate the margin
D.) Create an Apex trigger on Opportunity to calculate the margin of Opportunity Line Items

A

C.) Create a custom field on the Opportunity Line Item object to store the value of the cost and use a formula field to calculate the margin

The calculate the margin of a product, the Product Cost is subtracted from the Sales Price on the Opportunity Line Item. Since the Product Cost changes over time and formula fields fetch values at run-time, a formula field cannot be used to […] Product Cost as its value is not fixed. Instead, a custom field on the Opportunity Line Item should be created, and […] with the Product Cost value when the opportunity is closed. A formula field can then be created on the Opportunity Line Item that calculates the product margin.

Programmatic customization is not recommended when a declarative tool can meet this requirement. In addition, two formula fields are not necessary for this requirement.

69
Q

Spotless Cleaning Equipment would like to track the parts that are most often faulty when a technician conducts field repair on cleaning equipment. The company users Work Orders and Work Order Line Items in Salesforce to track work to be performed for a customer. How can this requirement be met? Choose 1

A.) Create a Work Order linked to the Asset for the faulty part
B.) Create a Work Order Line Item linked to the Asset for the faulty part
C.) Parts cannot be recorded in SFDC
D.) Record the faulty part in a custom field on the Work Order object

A

B.) Create a Work Order Line Item linked to the Asset for the faulty part

A work order would need to be created and linked to a faulty cleaning equipment. An asset can be specified using a lookup relationship field while creating a work order line item associated with a work order. An Asset hierarchy can be created with the parts that make up the equipment, and the faulty part could be linked to a work order line item.

70
Q

What is true regarding picklists that use a global picklist value set? Choose 2

A.) The picklist can optionally be restricted
B.) The picklist is always restricted
C.) Another picklist can be dependent on the picklist based on a global picklist value set
D.) Picklists that are based on a global picklist value set cannot be made required

A

B.) The picklist is always restricted
C.) Another picklist can be dependent on the picklist based on a global picklist value set

When a picklist field uses a global value set, it is fixed to be restricted to only the values defined in the value set used. This is SFDC standard behavior. Only an Admin can add or modify values. Moreover, any standard or custom picklist can be a controlling field.

71
Q

An Admin is not able to change the field type of a custom field. What could be possible reasons? Choose 3

A.) The field is referenced in Process Builder
B.) The field is referenced by a flow
C.) The field is referenced in Apex or a Visualforce page
D.) The field is referenced in a list view
E.) The field is set as an external ID

A

A.) The field is referenced in Process Builder
B.) The field is referenced by a flow
C.) The field is referenced in Apex or a Visualforce page

It is not possible to change the data type of a custom field that is referenced by other items in Setup, like Visualforce pages, Apex code, Process Builder, or flows.

The data type of a field that is referenced in a list view or set as an external ID can be changed.

72
Q

Record types have been defined on the Account object. What does this mean? Choose 2

A.) Different picklist values can be defined for each record type
B.) Different fields can be defined for each record type
C.) Different users can be assigned to each record type
D.) Different page layouts can be assigned for each record type

A

A.) Different picklist values can be defined for each record type
D.) Different page layouts can be assigned for each record type

Record types allow a different set of picklist values to be defined per record type, as well as different page layouts. Record types are assigned to profiles, not users.

73
Q

Which of the following are true with regard to relating Tasks and Events to other objects? Choose 3

A.) Accounts are associated via the WhatId or AccountId
B.) Tasks and Events are different Account record types
C.) Cases are associated via the WhatId
D.) Leads are associated via the WhatId
E.) Contacts are associated via the WhatId

A

A.) Accounts are associated via the WhatId or AccountId
C.) Cases are associated via the WhatId
D.) Leads are associated via the WhatId

Accounts can be associated with a task or event via the WhatId or AccountId fields. The WhoId and WhatId fields are polymorphic fields on the Task and event objects that are used to relate them to other objects. the WhoId field is used to relate the record to an object that represents a person such as a lead or a contact. The WhatId field is used to relate the record to a non-human object such as an account, opportunity, campaign, case or custom object.

Contacts are associated with tasks or events using the WhoId field. Opportunities are associated via the WhatId field.

74
Q

A dev is explaining to another developer, who is not familiar with SFDC, how an External ID field can be used to work with data coming from another system. Which of the following options are features that can be mentioned? Choose 3

A.) An External ID can never be case-sensitive
B.) An external ID is indexed and increases query performance
C.) An external ID is used to represent an identifier for a record from an external system
D.) A standard field can be marked as an External ID
E.) An external ID can wither be a text, number, or email field

A

B.) An external ID is indexed and increases query performance
C.) An external ID is used to represent an identifier for a record from an external system
E.) An external ID can wither be a text, number, or email field

Fields that are marked as external IDs are indexed which can be used in selective filters for optimizing queries. Custom text, number, or email fields support the External ID attribute. External ID fields are designed to contain record IDs that belong to an external system and are typically used for matching external records via upsert calls in data import operations.

Standard fields do not support the External ID attribute. External IDs can be optionally configured as case-sensitive by marking the field as unique and specifying the proper “Is Case Sensitive” option.

75
Q

Which of the following capabilities are provided by the core CRM objects in the Salesforce schema? Choose 3

A.) Tracking prospective customers
B.) Tracking sales deals and pipelines
C.) Recording customer feedback, problems or questions
D.) Recording time spent on projects in timesheets
E.) Tracking customer invoices

A

A.) Tracking prospective customers
B.) Tracking sales deals and pipelines
C.) Recording customer feedback, problems or questions

Sales deals and pipelines are tracked in opportunities. Cases can track customer feedback, questions and problems. Leads track and record prospective customers.

76
Q

A Sales Manager often finds that a contact has a relationship with multiple companies and would like to keep track of these relationships. how can an Admin enable this? Choose 2

A.) Create a cross-object formula on the Contact object to add related accounts in the Related Accounts section
B.) Add the Related Accounts related list to the Contact page layout, add the related Contacts related list on the Account page layout, and delete the existing Contact related list on the Account page layout.
C.) Add the related Accounts related list to the Contact page layout and update the existing Contacts related list on the Account page layout
D.) Enable the “Contacts to Multiple Accounts” feature

A

B.) Add the Related Accounts related list to the Contact page layout, add the related Contacts related list on the Account page layout, and delete the existing Contact related list on the Account page layout.
D.) Enable the “Contacts to Multiple Accounts” feature

In order to allow multiple accounts to abe associated with a contact, the “Contacts to Multiple Account” feature must be enabled. After the feature has been enabled, the Related Accounts related list must be added to the Contact page layout and the Related Contacts related list added to the account page layout. The existing Contacts related list on the Account object can be removed as the Related Contacts related list will include direct and indirect contacts.

77
Q

An Admin is trying to insert Sales Order records with a unique record identifier from an external system. he has decided to use the Data Loader for this task. Sales Order records are related to the Account object in Salesforce. Which type of field would need to be used in the Data Loader to match and associate related records with external records? Choose 1

A.) Lookup Relationship
B.) External ID
C.) Salesforce Record ID
D.) Encrypted

A

B.) External ID

The External ID column should be mapped to the External ID field in the Data Loader in order to associate related records with external records.

78
Q

An Admin has set up two record types for both Leads and Opportunities, namely, “Hardware” and “Software,: to differentiate between processes used for hardware and software products sold by the company. A profile has access to both the record types of the Opportunity object, with the default record type and converts it into an opportunity, what will be the result? Choose 1

A.) A new opportunity will be created using the “Software” record type automatically
B.) A new opportunity will be created using the “hardware” record type automatically
C.) An option to choose which record type to use will be provided when converting the lead
D.) The outcome depends on how the “Record Type” field has been mapped in field mapping

A

C.) An option to choose which record type to use will be provided when converting the lead

During lead conversion, if the user converting the lead record has access to both the Opportunity record types, then the conversion page displays a picklist option the choose between the two record types. with the default record type of the profile appearing as the option selected by default.

Only when the user has access restricted to just one record type, then that record type is selected and cannot be edited. Also, only custom fields can be included in the field mapping and not the standard “Record Type” field.

79
Q

Global insurance will use Salesforce to collect lead information from different sources. The information collected about a lead will vary greatly depending on if the lead is interested in life insurance or business insurance. Which of the following Salesforce features can be configured for this requirement? Choose 1

A.) Record Types
B.) Visualforce Pages
C.) Tab Settings
D.) Custom Objects

A

A.) Record Types

80
Q

While adding custom fields to a newly create custom object, you have determined that you need a field that can store up to 500 characters of text on separate lines. Which data type would you select? Choose 1

A.) Text Area (Long)
B.) Text
C.) Multi-Line Text
D.) Text Area

A

A.) Text Area (Long)

A Text field allows entering a single line of text. A Text Area field allows entering up to 255 characters on separate lines. Text Area (Long) can store up to 131,072 characters. Multi-Line Text is not a Salesforce field type.

81
Q

Which of the following types of fields do not support changing the data type? Choose 2

A.) Formula
B.) External ID field
C.) Text Area (Rich)
D.) Text (Encrypted)

A

A.) Formula
D.) Text (Encrypted)

Formula and encrypted fields cannot be changed to another data type.

The Formula field type is “read-only”. It cannot be converted to another data type because it can only obtain its value from a defined formula expression. Similarly, the Text (Encrypted) field has identical standard behavior in terms of changing field types since it is a special data type that uses the classic encryption algorithm.