Fundamentals Flashcards

Question

Company would like to highlight claims that have been open for more than 30 days in a report. Which feature could be used? Choose 1 A.) Bucket Highlighting B.) Report Highlighting C.) Conditional Highlighting D.) Field Highlighting

Answer 1

C.) Conditional Highlighting

Answer 2

A.) Flow Builder An auto-launched flow can be configured to automatically start when the opp is closed, create the commission records, as well as perform the logic required to compute the comission values. Workflow rules cannot create records. Although Process Builder can be used to create a record, it is not capabile of creating multiple records dynamically.

Answer 3

B.) Visualforce Page | D.) Visualforce Charting

Answer 4

B.) Flow Builder A flow can be configred to launch when a record is saved and to query opps, determine if the record has the highest amount, and update a field on the record that invoked it if necesary. An Action element can be added to the flow, which can be used for sending emails. An Apex trigger could also achieve the desired result, but best practice is to build a declarative solution when possible.

Answer 5

B.) Nothing, the Salesforce mobile app supports standard and custom objects and page layouts created for the desktop app

Answer 6

D.) Recent section

Answer 7

B.) Visualforce A visualforce page can e rendered as a PDF using an attribute with a Visualforce tag.

Answer 8

C.) Blocks Blocks in a joined report help create different views of the information to be reported on.

Answer 9

B.) Use a Batch Apex job and schedule it to run each night Process Builder, workflow rules, or triggers cannot be configured to run periodically at fixed timings or intervals. Apex would be required since it can be scheduled to run at specific times or regular intervals, such as daily at a specific time.

Answer 10

B.) Column-on-Column Chart C.) Line-on-Line Chart A combination chart can be used to show multiple values against a single axis range using the Column-on-Column or Line-on-Line Chart LIne-on-Column chart is used to add different types of values to a chart.

Answer 11

D.) It shows a lot of objects that were recently accessed by the user The "Smart Search Items" item in the nav menu add a list of up to 10 recently accessed items in the nav menu. It does not ahve to be placed at the top of the navigation menu. If an item is placed below the "Smart Search Items" it appears below the recent items. It is not possible to define different configurations of "Smart Search Items"for different users.

Answer 12

D.) Collaborate

Answer 13

C.) In LEX, the smallest possible component that can be added in a dash is 1 row by 1 column D.) A dash component is a visual representation of data in a report

Answer 14

A.) Report filters can be applied to track specific field-level changes B.) The "Account History" standard report type can be used to create the report

Answer 15

C.) Look for an AppExchange product that meets the requirements E.) Use SFDC Quote-to-Cash functionality This requirement would be best met with a Configure/Price/Quote (CPQ) application. SFDC also offers functionality within the Quote-to-Cash product and may meet the requirement

Answer 16

A.) Visualforce page tabs C.) Tasks Visualforce page tabs and Tasks are two of the menu items that can be added to the mobile app navigation menu. Home page and Calendar cannot be added to the menu

Answer 17

B.) Add a row-level formula that calculates the difference between "Date/Time Opened" and "Case Accepted Time Stamp" in the new report A report row-level formula is available in Lightning Report Builder and can be used to calculate the difference between two date/time fields. It can also be summarized; for this scenario, the average difference grouped by call center agent would be appropriate. While a new custom Case formula field could be created and inserted into the report, which will also meet the requirement, for this scenario there is no indication the information is needed outside of the report; so the row-level formula is more appropriate. A bucket column is not used to calculate differences between dates, and the standard "Case Age" field displays the length of time a case has been open

Answer 18

B.) Page Layouts are used to define the fields displayed on record detail pages in the Salesforce mobile app The page layout, which is configured using the enhanced page layout editor, is used for displaying record details in both the desktop and Salesforce mobile app. The page layout defines the fields displayed in the record details page, related lists page, and available actions for a record. Although different record pages can be assigned for the desktop or mobile form factors, the page layout depends on the profile and record type assignment. The page layout is displayed within the record detail component. the page layout displayed within the record detail component depends on the profile and record type assignment.

Answer 19

A.) Create an order directly from a contract's detail page C.) Associate an order with an account and optionally with a contract D.) Create an order directly from an account's detail page Orders can be created directly from the detail page on an account or contract. It is not possible to create recurring orders in SFDC. After cloning an order with products, the new order's currency or price book cannot be changed.

Answer 20

B.) A field is a common field if it is shared by all report types D.) If all report types have a lookup relationship to the field, it is a common field When a joined report consists of multiple report types, some fields are identified as common fields. If the field is shared by all report types or all report types have a lookup relationship to the field, it is identified as a common field.

Answer 21

A.) Role Hierarchy C.) Org-Wide Defaults The achieve this, the organization-wide default setting for the Expense object should be set to "Private" and the appropriate role hierarchy configured. the "Grant Access using Hierarchies" for the Expense object setting should be kept enabled.

Answer 22

A.) Compact layouts can be assigned to different record types C.) If a user doesn't have access to a field, it won't be displayed Just like in a regular page layout, fields that a user does not have access to are not displayed in a compact layout. Moreover, Compact Layouts can be assigned to different record types to cater to different user profiles. On the other hand, compact layouts do not support all fields such as Text area, rich test area, and multi-select picklist fields. If a compact layout is not configured, a system provided default layout is used and fields included in the default layout are displayed.

Answer 23

A.) Navigation Menu Objects shown as tabs in LIghtning are accessed as items in the navigation menu of the mobile app. The navigation bar is used to access the navigation menu, favorites, notifications, and search. The App Launcher allows user to switch between apps. The action bar contains relevant actions that a user can perform on the current record.

Answer 24

B.) Relating customers in a hierarchy C.) Tracking the team that works on a customer account D.) Specifying the part that a person plays in an organization 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 organizations, but they're all external with regard to the account. On the other hand, an internal organizational chart shows how the people in an organization are related to one another. For example, it could show the director acting as the supervisor for managers in different departments. 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.

Answer 25

C.) Create a sharing rule and associate it to Public Groups

Answer 26

C.) Report filters can be applied to track specific field-level changes D.) The "Account history" standard report type can be used to create the report Lightning Report Builder can be used to create a field history report. The "Account History" standard report type can be used to create a report that shows the history of fields on account records. "Old Value" and "New Value" columns can be added to the report to track field-level changes. The "Field Event" column may also be added to view or event that was changed. report filters can be applied to "Old Value" and "new Value" to track specific field-level changes.

Answer 27

B.) If a user clicks refresh to update a dashboard, the data is refreshed for all users dashbaord data is not refreshed automatically on the home page; a user must click the "Refresh button". Data is refreshed for all users when one user clicks the refresh button. Dynamic dashboards cannot be scheduled to be refreshed; they must be refreshed manually. Dashboards can be refreshed daily, weekly or monthly

Answer 28

D.) Collaborate A report or dashboard folder can be shared with users, groups, role, or territories in Lightning. Viewers can see the data, editors can determine what data is shown, and managers can control access. "Collaborate" is not one of the valid access levels.

Answer 29

A.) Use Object settings in the users' profiles Object settings allow defining permissions to access objects and fields by profile

Answer 30

A.) Create a bucket field named "Sales Region" containing buckets for "EMEA", "APAC" and "NCSA" Since a bucket field is intended to hve multiple buckets within it, a good name for a bucket field describes the buckets such as "Sales Region"

Answer 31

C.) Flow Builder A flow can be configured to launch when a record is saved and to query opportunities, determine if the record has the highest amount, and update a field on the record that invoked it if necessary. An Action element can be added to the flow, which can be used for sending emails.

Answer 32

A.) Create a flow with Flow Builder A flow can be used to create a wizard-like interface where details can be entered on one screen and a calculation displayed on the next screen. Visualforce is not necessary as the requirement can be met by declarative solution. Neither approval workflows nor Process Builder can be used for building interfaces.

Answer 33

B.) Mark would be a direct contact at Global Insurance and indirect contact at FinTech Corporation Mark would be a direct contact at Global Insurance as it is the account on his contact record. He would be an indirect contact at FinTech Corporation as he is related to it.

Answer 34

B.) A dashboard component is a visual representation of data in a report D.) In Lightning, the smallest possible component that can be added in a dashboard is 1 row by 1 column When clicking on a dashabord component, the user can be navigated to the source report, filtered report, record detail page, or other URL depending on the component type. Aside from Chart, Gauge, Metric and Table, there is also the Visualforce component type. In Lightning, the smallest possible component that can be added to a dashboard is 1 row by 1 column

Answer 35

C.) The "Age" standard field on cases and opportunities cannot be added A custom report type can have up to 1000 fields and up to 60 object references. The Case description standard field can be used in reports. the "Age" field on cases and opportunities cannot be added, but a formula field that calculates the age can be added.

Answer 36

A.) The first item in the SFDC Navigation list becomes the mobile mobile app landing page D.) The order of the items can be selected by the user Users have the ability to reorder the navigation menu items of apps such as Sales, Service, and custom apps directly from the Salesforce mobile app. The first item selected in the SFDC Navigation (setup) list is the SFDC mobile app landing page. The order of the items in the navigation menu of the "Mobile Only" app is determined by the Admin. Modifying the order of navigation menu items in the mobile app will also reflect in LIghtning desktop.

Answer 37

A.) An opportunity report can be added directly to a dashboard C.) A dashboard component can be linked to the Opportunities tab D.) Dashboard Filter Values can be rearranged using drag and drop In LIghtning, it is possible to link from a dashboard component to another website or SFDC record by specifying the value of "Custom Link" in the component's settings. A sourece report chart can also be used in a dash component. A report can be added to a new or existing dash from the dropdown menu of the report. It is not possible to join two dash components together. Also, a LIghtning table component can be used to display tabular information; up to 200 records and 10 columns can be displayed. A Lightning table can only add up to 2 groups

Answer 38

B.) Tabs should be created for Visualforce pages, Lightning pages, and Lightning components C.) A user's profile settings determine whether a standard or custom object is visible in the app's menu Tabs should be created for Visualforce pages, Lightning pages, and Lightning components, before including them in the app's navigation menu. A user's profile settings determine whether a standard or custom object is visible in the app's menu. Different menu configurations cannot be set for different types of users. "Smart Search items" adds standard and custom objects to the Recent section of the app's menu.

Answer 39

A.) Manual Sharing Manager group sharing would not work as it would share with the employee's manager and indirect manager. The role hierarchy would share with all users in roles above the employee. To share with the manager only, manual sharing would be required.

Answer 40

C.) A sharing rule based on record ownership should be created to share the account records

Answer 41

B.) The field is set as "Read-only" in the profile assigned to Eric D.) The field is set as "Read-only" in the page layout defined for Eric's profile Fields can be made read-only at the page layout or field-level security level. A separate page layout can be defined for each profile. Field-level security can be defined in the profile

Answer 42

B.) Profiles Profile settings define what can be done with records of different standard and custom objects. Roles control visibility to records based on role hierarchy. Access policies for objects can't be defined in the object setting area. Datasets are related to Analytics Dataflows and cannot be used to control access to objects.

Answer 43

C.) Configure the compact layout The compact layout determines the fields that are displayed at the top of the record view, or record highlights section. After creating a compact layout, it must be assigned as the Primary Compact Layout for the object in the Compact Layout Assignment.

Answer 44

B.) Set the Org-Wide default setting for the Position object to Public Read-Only D.) Create a sharing rule that allows HR users to work on each other's Position records. The Org-wide default setting for the Position object should be set to Public Read-Only to allow everyone to view the records. Then, a record owner sharing rule with Read/Write access level can be created to allow the Position records to be editable by other users with the same role (horizontal hierarchy). Field-level security is used to define the access type to individual fields and not the entire record. Setting the Org-wide default setting to Read/Write is not recommended as it will allow any user in the org who has Edit permission, for example, on the object to edit any Position record.

Answer 45

D.) Group the report by the "Created Date" field, and group this field by "Fiscal Quarter" Lightning Report Builder allows grouping a report by a date field and then customizing date granularity by grouping records by calendar or fiscal periods. In this scenario, the report can be grouped by the "Created Date" field. This field can then be grouped by "Fiscal Quarter" to show the opportunities by each fiscal quarter.

Answer 46

A.) Gauge A gauge metric shows the grant total of a report as a point of "fuel-tank" type of scale.

Answer 47

C.) Case Monitoring Case Monitoring is not a standard capability of Case Management

Answer 48

D.) Create a validation rule using the VLOOKUP function In this case, trying to include all of the possible values in a validation rule may reach the maximum allowed number of characters can be hard to maintain. VLOOKUP and a validation rule could be configured for this requirement. Note that VLOOKUP only works on the "Record Name" field, so the country code would need to be stored in this field for the validation to work. A before trigger could validate the entry against possible values stored in a custom object and return an error if the value is not found before the record is saved, but using the VLOOKUP function with a validation rules is simpler declaritive solution.

Answer 49

C.) Use a field-to-field filter When comparing the values of two different report fields, a field-to-field filter can be used. With this out-of-the-box feature, a filter can be added to show only records that satisfy the comparison criteria. Using joined reports does not allow comparing two fields using a filter. Cross filters are used for including or excluding records from related objects and their fields. Creating a checkbox formula field that is automatically checked when the criteria are met can be used as a workaround, but it's a simpler solution to use a field-to-field filter.

Answer 50

D.) Build a Visualforce page to display the necessary data A Visualforce page can be created and rendered as a PDF file be setting the "renderAs" attribute of the Visualforce tag to "pdf". A "Convert PDF" button does not exist. A PDF LIghtning component does not exist in LIghtning App Builder. A report can only be exported in either XLS, XLSX, or CSV format

Answer 51

A.) The Admin should enable the "Contacts to Multiple Accounts" feature, and then designate the primary and related Accounts in the "related Accounts" list on Contact. The "Contacts to Multiple Accounts" feature can be enabled to allow a single contact to be linked to multiple accounts. Accounts can have multiple contacts by default. There is no need to enable it, hence there is no setting called "Account to Multiple Contacts". A multi-select picklist field cannot be used to relate a record to another.

Answer 52

C.) Set the org-wide default setting for the Expense Report object to "Private" D.) Define a Role Hierarchy based on the organization hierarchy of the company

Answer 53

D.) Add the "Sharing" button to the Account page layout if not yet added The "Sharing" button on the page layout allows manual sharing of objects which have their organization-wide defaults set to "Private" or "Public Read Only". This button can be added to or removed from a page layout as needed. Note though that the "Sharing" button in Lightning currently only supports Accounts, Opportunities, Cases, Contacts, Leads and Custom Objects. There is no "Manual Sharing" setting for a specific object that can be used to control whether records of that object can be shared manually.

Answer 54

A.) Use a third party app from the AppExchange AppExchange products are available that can send mass emails and enable the tracking of responses within SFDC. Standard campaign functionality cannot track email statistics such as opens and clicks.

Answer 55

D.) One This requires only one account sharing rule. The level of access for associated contracts and opportunities can be specified within the same account sharing rule.

Answer 56

B.) All the dash components used in the dash will also be deleted When a dash is deleted, the dash components are also deleted. The reports that are referenced in these components will not be affected.

Answer 57

C.) Use field-level security While profiles and page layouts could be used to restrict visibility on page layouts, the users would still have access to the field via reports. Field-level security allows fields to be set as not visible, and this applies across the application including list views and reports.

Answer 58

B.) The Desktop option is selected in the Supported Form Factor in App Options Lightning Apps can be configured to support the desktop only, the phone only, or both. If the Desktop option is selected, this would result in the LIghtning App being accessible on desktop only. To support both desktop and mobile users, the "Desktop and phone" option should be selected in Supported Form Factors. There is no App Launcher configuration page. Since field agents can already access the LIghtning App on desktop, their user profiles are not an issue. There is no Mobile Support option in App Personalization Settings

Answer 59

B.) Modify the organization-wide sharing default setting for the Campaign Member object For this requirement, the org-wide sharing default setting for the Campaign Member object can be set to "Controlled by Lead or Contact" A sharing rule defined on the Campaign object could be used to define access to Campaign Member records if the org-wide sharing default setting is set to "Controlled by Campaign" but it is used to increase access to ... than define the baseline access. In this case, since access needs to be defined for all SFDC users, the org-wide sharing default setting should be modified.

Answer 60

A.) Create a new profile by cloning an existing profile and modify it to only include permissions to the app

Answer 61

D.) Use a Batch Apex job and schedule it to run each night Process Builder, workflow rules, or triggers cannot be configured to run periodically at fixed timings or intervals, processes or workflows perform complex calculations. A scheduled Apex would be suitable for this requirement since it can be set to run at regular intervals and perform the required logic. Note that autolaunched flows can also be scheduled, but if the logic is too complex, Apex should be used. Also, batch Apex has much higher governor limits compared to scheduled flows. So, a batch Apex job can be used to process all the account records daily. An Apex class that implements the "Database.Batchable" interface can be created for the batch Apex job. Another Apex class that implements the "Schedulable" interface can be created to execute the batch Apex job at regular intervals.

Answer 62

A.) 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 the faulty cleaning equipment. An asset can be specified using a Lookup

Answer 63

C.) Move the "Dashboards" item to the top of the navigation menu item list The first line item in the Navigation Menu Items will become the landing page for users in the mobile app. A Visualforce page won't be needed to meet the requirement. There is no option in Setup to mark a tab as the landing page in the mobile app.

Answer 64

A.) Create an account report and add a filter to see only customer accounts C.) Add a cross filter to see only accounts with cases E.) Add a subfilter to the cross filter to show only cases with an "Escalated" status Cross filters can be used to include or exclude records in report results based on related objects and their fields. Subfilters can be added to cross filters to further refine report results

Answer 65

C.) Use Folders and Role Hierarchy

Answer 66

C.) Utilize the standard objects Work Order and Work Order Line Item Two standard object in SFDC, 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

Answer 67

C.) Object-specific action on the Event object To automatically associate a child record to a parent record using quick actions, the action must be defined on the parent object. So, and object-specific quick action would need to be created on the Event object and set the target as the Attendee object. Global quick actions can create records, but the record created will have no relationship with other records.

Answer 68

C.) Grant only "Read" access to Contact in the profile of sales reps Profile settings set the baseline access to objects, while sharing settings define the visibility and permissions of records that the user does not own. OWD settings cannot grant more access than object permissions.

Answer 69

A.) Create a combination chart that plots the total amount and total record count of opportunities in a single report In a combination chart, the amount summary and the total number of records can be plotted as separate data sets using a single report. Only a standard report is needed to obtain the required report data. So, a joined report is not necessary. Although a dash containing two charts displaying amount and record count summary separately is possible, comparing data will not be as easy.

Answer 70

C.) Add a chart to the joined report, and then add the report as a data source to a dash component joined reports are available in Lightning and can be used as the data source of a dash component if the report contains a chart. There is no need to create a separate tabular, or matrix report for this requirement.

Answer 71

C.) Roles | D.) Org-wide defaults

Answer 72

C.) Use SFDC Quote-to-Cash functionality E.) Look for an AppExchange product that meets the requirements This requirement would be best met with the Configure/Price/Quote (CPQ) application. There are a number of applications available on the AppExchange which offer this functionality. SFDC also offers CPQ functionality within the Quote-to-Cash product and may meet the requirement.

Answer 73

B.) Global Action Global create actions can be used to create custom object records, as long as they are not the detail records in a master-detail relationship

Answer 74

D.) Managed packages There are two forms in which a set of related components can be distributed to other SFDC users: managed and unmanages packages. An unmanaged package is used to distribute open-source projects or application templates that can be utilized as basic building blocks for an application. On the other hand, a managed package provides Intellectual property protection which the app publisher can take advantage of.

Answer 75

C.) Create a custom report type that defines Accounts as the primary object and Properties as the secondary object In order to display report data that includes fields from both objects regardless of whether the account has related properties or not, a custom report type needs to be created. With Accounts set as the primary object in the custom report type, the second option ("A" records may or may not have related "B" records) should be selected when configuring the Properties secondary object. Adding cross-filters in the Accounts report, for example, does not cause fields from the secondary object to be included or displayed in a report. Also, the "with or without" cross-filter option does not exist. A matrix report displays data created from grouping columns and rows.

Answer 76

D.) Broadcast Only must be enabled The Broadcast Only setting can be enabled in any Chatter group such as private, public, or unlisted group. When enabled, only group owners and managers are allowed to post in the group. But, group members can comment on the posts. This allows having more control and focused and relevant discussion in the group. The group setting for Access Type defines who can join the group but does not control who can submit posts. A "Post Sharing" setting for Chatter groups does not exist

Answer 77

B.) Consider using the SFDC native survey functionality C.) Look for an App Exchange solution that meets the requirements SFDC Survey allows creating forms for collecting feedback and data from users or customers using a simple editor. It does not require additional licenses, however, after a certain number of responses are received an add-on response pack must be purchased to receive additional responses. There are a variety of survey applications available on the App Exchange that could meet the requirements and avoid custom development and integration.

Answer 78

C.) Remove the delete permissions from the object permissions of all profiles except the profiles of the claims manager and system Admin The Delete permission for the object can be removed in Profile settings. Setting a field in the page layout as read-only, or it field-level security settings, does not prevent a user from deleting a record. Also, removing the delete button from a page layout is not a workable solution as records may also be deleted through other means such as the list view, or potentially through Apex invoked by other business processes. Sharing rules cannot enforce stricter permissions.

Answer 79

D.) Create a sharing rule based on criteria to share opportunities that are "Closed Won" with the Contracts Manager Role and Subordinates A criteria-based sharing rule can be used to give visibility to groups of users based on a field value.

Answer 80

A.) Users assigned to specific territories B.) Roles C.) Other public groups Public groups can contain a combination of users, roles, users assigned to specific territories, other public groups and roles, and subordinates in the hierarchy. Profiles and permission sets cannot be included in a public group definition.

Answer 81

D.) Enable the "Contacts to Multiple Accounts" feature In order to allow multiple accounts to be 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.

Answer 82

A.) Approval Requests B.) Dashboards D.) Visualforce Page Tabs The mobile app navigation menu supports multiple items including Visualforce page tabs, Dashboards, and Approval Requests. List views appear on the object home pages and not in the navigation menu. "Quick Search Items" is not a type of item that can be added to the navigation menu.

Answer 83

B.) Recent Section "Smart Search Items" adds a dynamic list of the user's recently accessed objects in the Recent section of the mobile app navigation menu. Dashs & Reports, Tasks & Events, Groups & People (if Chatter is enabled) are automatically included in the Recent section if they are not explicitly added in the mobile navigation configuration. The apps section are any menu items that are added after the "Smart Search Items". The Navigation Bar includes access to favorites, search, notifications, and more. The Action Bar contains all available actions for a given page.

Answer 84

A.)The "Contacts to Multiple Accounts" feature can be used B.)Person accounts do not have a "Parent Account" field Person accounts do not have the Parent Account field and do not support the Account Hierarchy feature. The "Contacts to Multiple Accounts" feature can be used to create indirect relationships between a person account and a contact. Although an Admin can check a box in Account Settings to Allow Custom Support to enable Person Accounts, this feature will not become available until a case is logged with SFDC Support. Once the case is logged, SFDC must confirm that the org meets the requirements for Person Accounts before the feature is actually available.

Answer 85

A.) Joined The joined report type allows the creation of a report that contains data from multiple standard or custom report types. Up to five report blocks can be added, which creates multiple views of the data. In this case, custom report types based on users, opportunities, and activities can be created and added to the joined report for the data required.

Answer 86

B.) Create a Work Order linked to the customer's Asset Work orders can be used to store information related to work that needs to be performed in the field for a customer by a technician. A work order can be linked to standard and custom objects. In this case, a work order could be created and linked to the customer's asset.

Answer 87

C.) Related task 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. Activity details related to the contact will always be displayed in the activity feed of the contact, whether or not the activities roll up feature is enabled. Tasks and events related to the contact cannot be automatically assigned to the account owner using this feature. Activity field values cannot be aggregated at the related account record using this option.

Answer 88

A.) Related Lists B.) Related Record Lightning component C.) Visualforce Pages The related lists displayed in the mobile app are dependent on the relates lists configured on the page layout. Visualforce Pages and Related record components can be added to the Lightning page to be displayed on the related information page in the mobile app. On the other hand, Quick actions appear in the action bar and action menu of the record's detail pages and Expanded Lookup is no longer available in the mobile app.

Answer 89

A.) Weekly C.) Monthly E.) Daily Reports can be scheduled to run daily, weekly, or monthly

Answer 90

B.) Evaluate financial applications on the AppEchange to determine if one of them meets the organization's requirements AppExchange products that include full financial and/or ERP capabilities are available. Installing packages from the AppExchange allows the extension of SFDC functionalities and a seamless experience. Lightning App Builder is a tool used to create custom pages for the mobile app and Lightning Experience. It does not have programmatic features to build an ERP system. Custom applications can be made from SFDC but as of today, it is dedicated to Sales, Service, and Marketing functionalities. Lastly, SFDC Connect is used to integrate SFDC with an external system; it cannot be used to set up a new application.

Answer 91

A.) Request a dev to build a Visualforce page or custom Lightning component to display data in the required format It is not possible to configure a standard or custom report according to the account hierarchy and include the number of opportunities at each level. For this requirement, a Visualforce page, or a custom Lightning component, can be developed to perform the logic that sums up the number of opportunities and display the accounts according to the hierarchy level.

Answer 92

C.) Only include the minimum fields on the action layout and use predefined values for additional fields Predefined values can be used in action layouts to set values for fields so that they do not need to be on the action layout.

Answer 93

D.) Install an application from the AppExchange to pull information from social media applications An AppExchange product can provide a quick solution to this kind of requirement

Answer 94

B.) Use Report Builder to export the required Fund records C.) Generate full backup data of all existing Fund records If an object is referenced as a Primary object in a report type, deleting it will also delete all the report types and reports that were created from it. A report type's primary object cannot be modified. In addition, if an object is removed from a report type, then all references to that object and its related objects are removed form the reports and dash based on that report type. There is no option to exclude report deletion when an object is deleted. In this case, Report Builder can be used to export the necessary records and is it for the data import. Since Fund-related reports will eventually be deleted, it is best to instead generate backup data of all Fund records for future requirements.

Answer 95

A.) Standard reports can be customized Standard reports are built-in and delivered with SFDC. They can be customized but must be saved as new custom reports.

Answer 96

D.) Use the "Out of Office" feature in her Chatter profile Sally should use the "Out of Office" feature to let her colleagues know that she will be away, as it's the easiest way to inform other users about her days off. This feature is only available in Lightning and it needs to be enabled in Chatter settings. After the dates re scheduled, a message that the user is away will appear next to their name on their Chatter profile. Other options can also be used to inform colleagues about the work absence, but they are not as efficient.

Answer 97

B.) Create cross-block summary formulas C.) Convert unjoined reports into joined reports D.) Rename and reorder blocks With joined reports support in Lightning, one will be able to create as well as convert unjoined reports into joined reports, rename & rearrange the order of the report blocks, create cross-block summary formulas, which are formula fields that can access and use values from any of the available reports in the joined reports. Up to 5 blocks of report types can be created in a joined report. One can group, filter, summarize and chart report data, but not update records.

Answer 98

A.) Contacts C.) Business Accounts When selling only to businesses, custom information is stored in Accounts. Accounts are the companies that [...] with and contacts are the people that work for them, and are related to the Accounts in SFDC. Private contacts are contacts that are not related to an account and are only visible to the owner and the SFDC admin.

Answer 99

D.) Call the external web service via a button on a Visualforce page and validate the address Standard validation rules cannot call external services. A workflow rule cannot be used to validate a record. Process Builder cannot be used to validate records; it can only be used to perform actions or call Apex code. Although Apex can be called from Process Builder, it is not possible to access the return value, so it would not be possible to determine if the address was valid or not. The external web service can be called from a button on a Visualforce page and in case that address is not valid, an error message can be displayed.

Answer 100

B.) Loading Page Logo C.) Brand Color D.) Loading Page Color The brand color defines the base color to use for the header, buttons, search bar and other user interface elements in the mobile app. The logo and background color of the loading page when a user logs in can also be customized. Font styles and background images cannot be customized.

Answer 101

D.) Bucketing Bucketing allows users to quickly categorize report records without creating a formula or custom field. Buckets can be created to define multiple categories for grouping report values.

Answer 102

B.) Sam's profile has "View All" permission for the Contact object D.) Sam's profile has "View All Data" permission "View All" and "View All Data" permissions override any data sharing rules and grant visibility to all data in context. The View All permission will give users access to all records of the object regardless of sharing settings. The View All Data will give access to all data in an organization regardless of sharing settings.

Answer 103

A.) Quote creation from an Opportunity B.) Ability to define multiple sales processes C.) Team selling using an Opportunity Team An Opportunity Team can be created to assign a group of users to work on an individual sales deal. Quotes can be created from Opportunities and have a built-in relationship with the Opportunity object. Multiple sales processes can be defined for the "Stage" field on the Opportunity object and associated with different record types and profiles. There is no feature to select fields when cloning an Opportunity record. Opportunity assignment rules is not a feature in SFDC.

Answer 104

B.) Disable object access to the Document Object for the Support profile Although the tab can be hidden, the records can still be seen in reports, dash, and related lists if the user has object access. The best way to restrict access is via object permissions. Users can always add and access tabs with "Default Off" settings. Permission sets can only be used to grant additional access.

Answer 105

B.) Summary Report D.) Standard Report Type E.) Field Filter A standard report type of "Job Positions with Job Applications" can be used for this requirement which displays positions that have at least one application. The summary report format would be sufficient since positions with applications only need to be grouped by recruiters. A field filter would need to be applied to only show positions that have been created this year. There is no need to create a custom report type for this requirement since a standard report type has been automatically created when a master-detail relationship is defined between two objects. A matrix report would only be required if the report needed to be grouped by both rows and columns. In this requirement, only the Job Position Owner field needs to be grouped.

Answer 106

A.) Enable the "View All" object permission for the custom object in a permission set assigned to the Chief Medical Officer "View All Data" is system permission that applies to all data in the organization. To enable visibility to all data for a specific object, the "View All" object permission for the object can be enabled in a permission set created specifically for and assigned to a user. Modifying a profile to give more access to objects would grant everyone with the same profile those permissions. Creating a new profile and assigning it to a single user is possible but is not efficient. Instead, creating a permission set with the extended permissions and assigning it to the necessary user in this scenario is the recommended approach.

Answer 107

A.) Formatting posts with rich test is a Chatter setting which can be enabled or disabled C.) Rich test allows the insertion of a hyperlink or an image to a post D.) Rich text includes bold, italic, underline, bullet, and numbered lists "Allow users to compose rich text posts" is a Chatter setting which allows rich text to be added to text posts, questions, and posts with link or file attachments. It is not supported on Polls. Rich text allows Chatter posts to be formatted in bold, italics, underline, bulleted and numbered lists.

Answer 108

A.) Person Accounts Business accounts and person accounts both use the Account object. After "Person Accounts" is enabled in an org, a "person account" account record type is created. Person accounts are used to store information about individual people in a B2C, or business-to-consumer, business model. Partner Accounts are accounts used to manage partner organizations, partner users, and activities when using a partner community or partner portal. Contact records are used to relate contacts to business accounts.

Answer 109

B.) It shows a list of objects that were recently accessed by the user The "Smart Search Items" item in the navigation menu adds a list of up to 10 recently accessed items in the navigation menu. It does not have to be placed at the top of the navigation menu. If an item is placed below the "Smart Search Items", it appears below the recent items. It is not possible to define different configurations of "Smart Search Items" for different users.

Answer 110

A.) Visualforce Charting B.) Visualforce Page Visualforce charting is a collection of components used for building complex charts on a Visualforce page. The Visualforce page can be developed to retrieve, process, and load the necessary data into the Visualforce charting components. Visualforce maps allow building an interactive map and add it to a tab, page layout, or in the mobile map. Visualforce Connect is not a valid feature.

Answer 111

A.) Recording customer feedback, problems or questions B.) Tracking prospective customers C.) Tracking sales deals and pipelines Sales deals and pipelines are tracked in opportunities. Cases can track customer feedback, questions and problems. Leads track and record prospective customers.

Answer 112

A.) Permission Set | C.) Profiles