FU CERT PREP Flashcards
What is universal within a Locale?
- Time and Number Display Format
- First/Last Name and Date Format
What are two requirements when creating a new user in a Salesforce org?
- Usernames must be unique across all production orgs
- Usernames must be in the form of an email address
What happens when a user logs in that’s not within the trusted IP range?
The user must complete TFA
The password policy in Ursa Major Solar’s org shows that the length of time until passwords expire is 60 days. However, sales reps are complaining that their passwords expire every 30 days. Where should the system administrator change the password expiration period for
the sales rep users?
A ) Individual user records
B ) Permission Sets assigned to the users
C ) Profiles assigned to the users
C ) Profiles assigned to the users
Correct: Since the issue is affecting users with the same profile, the password expiration should be adjusted for the profile used by the sales reps.
Which three objects have a relationship with a campaign?
- Lead
- Contact
- Opportunity
What’s the best way to flag an Opp that has not been edited in 30 days?
Create a formula field to calculate the time since last update and display an image of a red flag if it meets the defined criteria (i.e. > 30 days)
How should an administrator ensure that a picklist field’s values display in consistent colors on all reports?
- Update the Picklist field to set the color for each value.
- Create a Formula field that defines the color for each value.
What the difference between Criteria-Based and Owner-Based Sharing Rules?
- An owner-based sharing rule opens access to records owned by certain users
- A criteria-based sharing rule determines with whom to share records based on field values
Which two profile permissions do teams need to import and export accounts, contacts, opportunities, and custom objects?
- API Enabled in order to use Dataloader
- Permissions to “Modify All” for those objects
Ursa Major Solar has a team of account managers that requested email alerts anytime an opportunity or case is created on accounts that they own. What is the minimum number of workflows needed to accomplish this task?
Two workflow rules with one email alert each
Each workflow rule applies to a single object. Opportunity and/or case would need a separate workflow for each object.
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?
Use sharing rules based on criteria to make sure the proper roles can report on objects when the roles are in different branches of the hierarchy
An Administrator at Ursa Major Solar is converting a lead and needs to capture custom lead data on the converted contact. How do?
Hint: mapping
Map custom lead fields to custom contact fields.
When leads are converted to lead records, what standard lead fields are mapped to standard objects?
- Contact
- Account
- Person Account
- Opportunities
What is the best way for the administrator to automatically set some fields when a Lead is created?
flow
Use a Record-Triggered Flow that runs Before save - Update new and changed records by using before-save updates in flows.
What are two situations that will cause a time-dependent action to be removed from the workflow queue?
If the record no longer matches the rule criteria - Time-dependent actions remain in the workflow queue only as long as the workflow rule criteria are still valid
If the record is deleted
How can a System Administrator discover who added a field to the account page layout?
Download the Setup Audit Trail - The Setup Audit Trail tracks field history.
Which of the following settings can be modified by individual users?
User Interface Locale Search Settings Currency Language
Locale
Currency
Language
Which of the following is not a component of the user record?
Contact information
Profile and Role
Chatter group information
Language and Time Zone
Chatter group information
When creating a sharing rule, what must an administrator select?
Which
Who
What
Which records to share
Who to share access with
What level of access to grant
What types of records can be imported with the Import Wizard?
Custom objects
Accounts
Contacts
Where can an administrator change the organization name and address; default locale, language, and time zone?
Company Information
How can an administrator customize global search to help users find information quickly?
Set the number of results per page
Add filters to the search results
What is Junction Object ?
Junction Objects join one object to another.
These are especially used to join many objects in Many to Many relationships.
An administrator will be unable to delete a custom field when it is
Used in a workflow field update or referenced elsewhere
What type of customizations can and cannot be done to activities?
Can: Custom fields, Workflow rules, Validation rules
Cannot: Field tracking, Assignment rules
If two objects have a parent-child relationship, how can a user access the child record from the parent record?
Lookup field
What can be modified on standard object fields?
F tr. Valpick auto look lab
field-level help text tracking field history values in picklist auto-number fields, formatting lookup filters on relationship fields labels
What feature allows a user to group campaigns within a specific marketing program or initiative?
Campaign hierarchy:
By associating campaigns using a lookup relationship, you can group campaigns within a specific marketing program or initiative. Hierarchies contain up to five levels. Each campaign can have one parent campaign.
What type of relationship must exist for roll-up summary fields to be possible?
Master-Detail
How many custom summary formulas can you have per report?
5
When are formulas evaluated as a part of workflow criteria?
When records are created
When records are created or updated
Which support settings do you need to configure before setting up assignment rules, escalation rules, web-to-case and email-to-case?
facepalm DA
Default Case Owner
Automated Case Use
Which of the following are true about Master-Detail relationships in custom objects?
- Sharing is inherited from parent
- Child needs to be manually deleted when the parent is deleted
- Only child fields are available for reporting
- Lookup field is required on child object
Sharing is inherited from parent
Lookup field is required on child object
Custom picklist can be a controlling and dependent field in picklist.
Yes!
Which set of Salesforce records is exported by choosing the “Export All” option instead of “Export” in Data Loader?
Records for a specified object including records in the recycle bin.
Universal Containers uses a hybrid sharing model where Accounts and Contacts are Read Only and Opportunities and Cases are Private. Account Executives (AE) own all the Accounts. Some Contacts are owned by AEs, and other Contacts are owned by support reps.
How should the System Administrator ensure the AEs can edit all the Contacts associated with their Accounts, no matter who owns the Contact?
Hint: edits to the role hierarchy
Select the “edit all associated contacts” option for the AE Role in the Role Hierarchy.
Customers complain that they do not know when Comments have been added to their Cases.
Which configuration can a System Administrator implement to address this concern?
Enable Case Comment Notification to Contacts.
This notifies contacts when a case comment has been modified or added to a case.
Universal Containers wants to create a Workflow Rule to send an email alert to members of its Board of Directors, none of whom use Salesforce.
How many of the board members can be added to a single Email Alert?
Up to 5 additional email addresses can be added to the Email Alert.
Salesforce allows up to five additional email addresses for recipients who are not Salesforce users, leads, or contacts
What is the maximum number of components that can be added to a single Dashboard?
20
Ursa Major Solar recently acquired a company whose sales team has a unique sales process, with stages that are different from the current setup of stages in Salesforce.
What should the administrator do to incorporate the new sales team’s process?
Hint: read the question, new sales process and custom record type
Create new values for the opportunity stage field; create a new sales process assigned to a custom record type for the new sales team.
Record types let you offer different business processes, picklist values, and page layouts to different users
Which two related lists should be added to the Opportunity page layout to track how Campaigns contribute to the overall pipeline?
Contact Roles - Opportunity contact roles specify the part that each contact plays in a deal.
Campaign Influence - The Campaign Influence tool helps attribute a percentage of success to influential campaigns.
An administrator at Ursa Major Solar is setting up case feed.
What should the administrator consider?
Hint: Chatter
Chatter feed tracking must be enabled for the case object.
Enabling Case Feed actions and feed items gives your users access to both standard actions they’ll need when working with cases, such as Email and Change Status, and to feed items related to those actions.
Universal Containers has a sales team focused on renewals. They will use many of the same Opportunity fields as other teams, but need different Stage values.
What should the System Administrator update to support this requirement?
SSV in the SP
Stage Selected Values in the Sales Processes
Use multiple business processes to display different picklist values according to each user’s profile
True or false: Standard picklist can be controlling but not dependent fields.
True
True or false: A checkbox field can be a controlling field
False
What can the Mass Transfer Tool be used for?
Cals
Use the Mass Transfer tool to transfer multiple:
Custom objects
Accounts
Leads
Service contracts
from one user to another.
Universal Containers uses an Auto-numbering system to uniquely identify each support request. They want customers to know this number as soon as possible.
Which two features should the System Administrator implement to allow customers to have quick access to this information?
Auto-Numbering for Cases
Self-service Portal
How many users can an administrator create at the same time on the add multiple users page?
A maximum of 10 users.
Ursa Major Solar tracks both user issues and customer issues.
- A user issue can be logged as: new, waiting for reply, closed
- A customer issue can be logged as: new, working, closed
An administrator needs to track both case types. Which features should be used?
- Record Types
- Support Processes
Record types let you offer different business processes, picklist values, and page layouts to different users
Ursa Major is onboarding 15 new employees in three weeks. The administrator needs to create user records in Salesforce without activating them.
Which two methods allow the administrator to achieve this goal?
Click Add Multiple Users and ensure that Generate New Password and Notify User Immediately are unchecked.
Datallader import where IFACTIVE=0
Universal Containers sells through many different reseller networks. Each reseller’s deals are tracked on separate opportunities.
The sales manager is concerned that the pipeline report is not accurate due to multiple opportunities for the same end customer.
How should the sales process be modified to ensure opportunities are not double-counted in the pipeline?
Change the forecast category to “Omitted” on the duplicate opportunities.
A forecast category is the category within the sales cycle to which an opportunity is assigned based on its opportunity stage. The standard forecast categories are Pipeline, Best Case, Commit, Omitted, and Closed.
Custom fields in the Lead object can be mapped to which two custom fields?
Custom Opportunity
Custom Account
An administrator at Ursa Major Solar wants to allow a sales user to relate an opportunity to a campaign.
What are two ways to accomplish this goal?
Fill in the Primary Campaign Source field for the opportunity.
Utilize the campaign influence related list on the opportunity.
Where does an administrator control field-level security for users?
At the profile level
Which two objects can be related to Campaign Members?
Contacts
Leads
Campaign members are contacts or leads associated with campaigns.
Which report should a System Administrator use to display the number of Contacts related to an Account?
Summary report with a report formula
Why? - Summary formulas are used to evaluate a report’s group subtotals and grand totals even in the Summary report format
What are two reasons a user cannot be deactivated?
- The user is the recipient of Workflow Email Alerts - If a user is active in a workflow, it will prevent the user from being deactivated
- The user is a Customer Community Administrator - The user cannot be deactivated if they are a Customer Community Administrator.
A new approval process is being adapted by Ursa Major Solar. After an opportunity has been approved, the contract is sent to the customer for signature as the final step in that process.
How can the administrator implement this functionality?
Install an app from the AppExchange.
Universal Containers wants Sales Reps to process credit card payments when an Opportunity is Closed Won.
Which approach should the System Administrator use to enable this feature?
Install an AppExchange credit card payment package.
What are three conditions where a validation rule is used?
When records are submitted using web-to-lead.
When records are imported.
When records are edited and saved by a user.
