Exam 1 Flashcards
When are Data Validation Rules enforced?
Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record.
Universal Containers has a renewals sales team that will use the Opportunity object. They want to use many of the same picklist values that are already defined for the Stage field, but will need unique picklist values for each team.What feature allows a System Administrator to maintain the same Stage field with different values for two different teams?
Sales Processes
Create different sales processes that include some or all of the picklist values available for the opportunity Stage field.
The Page Layout allows users to see the Next Steps field on an Opportunity record; Field Level Security dictates that the field is hidden for all profiles. How will the field appear to the user?
Page layouts and field-level security settings determine which fields a user sees. The most restrictive field access settings of the two always applies.
A Delegated Administrator at Universal Containers cannot edit the Created Date field for the Account record.What reason should the System Administrator give for why this is occurring?
Considerations and activation of ‘Create Audit Fields’
This does not permit the values to be updated, only inserted.
This is a system Audit field and it is Read-Only for existing records.
Ursa Major Solar needs a Case to be automatically created. Which three features can an Administrator use to accomplish this goal? Choose 3 answers
Your admin can set up Web-to-Case and either Email-to-Case or On-Demand Email-to-Case to automatically capture cases from your website and customer emails.
Your customers can log their own cases from an Experience Cloud site, Customer Portal, Self-Service portal**, or Chatter Answers.
You can create cases manually from the Cases tab, the Cases related list, or, depending on your org’s settings, in the feed on record detail pages.
If you have an answers site, you can escalate an unanswered or problematic question into a new case.
**NOTE Starting with Spring ’12, the Self-Service portal isn’t available for new Salesforce orgs. Existing orgs continue to have access to the Self-Service portal.
An Administrator has created two picklist fields, Car Manufacturer and Model. Is it possible to relate the fields so that the choice selected from the Manufacturer picklist changed the choices in the Model picklist?
Creating a dependency, the Manufacturer is the controlling pick list, and the Model is the dependent pick list.
The record type controls what values are available in the controlling field.
The record type and the controlling field together determine what values are available in the dependent pick list.
Anytime an Opportunity is moved to Closed Won, Sales reps at Universal Containers (UC) are supposed to create a record on a child object called Survey Request. This action, however, does not always occur. Sales reps do not always populate all fields correctly. Which tool should be used to create these records and automate record creation?
Process Builder
Many of the tasks you assign, the emails you send, and other record updates are vital parts of your standard processes.
Instead of doing this repetitive work manually, you can configure processes to do it automatically.
Process Builder helps you automate your business processes and gives you a graphical representation as you build it.
Universal Containers uses a private sharing model for Cases. Each product line has several product specialists who want to have visibility to all Cases involving the Product line (is a field). How should the System Administrator meet this requirement?
Criteria-Based Sharing Rules
A criteria-based sharing rule determines with whom to share records based on field values.
Create a criteria-based Case Sharing Rule to share corresponding Cases with the produt specialist role.
Custom fields in the Lead object can be mapped to which two types of fields? Choose 2 answers
Lead Conversion Field Mapping
When you convert lead records, standard lead fields map to contact, account, person account, and opportunity fields. If you use custom fields, your admin specifies the fields that they map to in your newly created records.
Universal Containers uses a private data access model. Product managers and sales representatives are in different branches of the role hierarchy. What should an Administrator do to ensure that product managers can report on opportunities in their product line (is a field)?
Criteria-Based Sharing Rules
A criteria-based sharing rule determines with whom to share records based on field values.
For example, you have a custom object for job applications, with a custom picklist field named “Department.” A criteria-based sharing rule could share all job applications in which the Department field is set to “IT” with all IT managers in your organization.
What should a System Administrator configure to provide each Sales Rep a dashboard that shows their current Opportunity pipeline?
Dynamic Dashboards: Choose Who People View a Dashboard as in Lightning Experience
Determine the data perspective for dashboard viewers by setting who they view your dashboard as.
The viewing user is listed above the dashboard, next to “viewing as.”
The running user is the user whose security settings determine the data that’s displayed in the dashboard.
A System Administrator creates a Workflow rule that assigns a task to a support manager role when a case is escalated. The case owner is complaining about being assigned these tasks. What should a System Administrator do to correct this issue?
Make sure there is only one user in the role.
The support team at AW Computing wants to change ownership of high-priority cases that have not been resolved after 3 hours. These cases should be owned by Tier 2 agents. How can an administrator meet this requirement?
Create a case queue and an escalation rule.
Which configuration option shows sales representatives the fields they must fill in prior to saving an Opportunity?
Page layout required fields
How can a System Administrator discover who added a field to the account page layout?
Download the Setup Audit Trail
