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Salesforce Certified Administrator > Object Manager and Lightning App Builder III > Flashcards

Object Manager and Lightning App Builder III Flashcards

1
Q

the administrator has the ability to control how objects and records are presented to users through two ways they are

A

page layouts and record types

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2
Q

This controls what fields, related lists and buttons show on a record

A

page layout

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3
Q

These control page layouts for different types of records and can limit picklist values

A

Record Types

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4
Q

These are used to guide users through the stages of an opportunity or other objects.

A

Business processes

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5
Q

These can be assigned to profiles to control which fields, related lists and other items appear on records for different users.

A

Page Layouts

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6
Q

These allow defining different picklist values, page layouts, and business processes on standard or custom objects for different profiles.

A

Record Types

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7
Q

These can be associated with record types to define the lifecycle of leads, opportunities, cases, or solutions for different user profiles.

A

Business processes

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8
Q

This can be created in Lightning Experience for custom objects and some standard objects to display their lifecycle based on a picklist field.

A

Path

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9
Q

This allow different picklist values, page layouts, and business processes to be defined for an object, standard, or custom

A

Record Types

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10
Q

T/F

A record type is assigned as many page layout types per profile as needed.

A

False, A record type is assigned one page layout type per profile

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11
Q

Assigning a record type to a profile gives the user what ability for that record type

A

To create records of that record type. They can still see the records of all record types

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12
Q

What are the 6 steps that a Salesforce Administrator would take when creating a new record type

A

Create page layouts to be used for record types.
Add any additional picklist values
Create record type record
Assign record type to profiles
Assign page layout for each profile for each record type
Select picklist values for record type

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13
Q

T/F

During record type creation, setting the access and the default for profiles can be configured.

A

True

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14
Q

Record types can be assigned to a profile or individual users through “____”.

A

permission sets.

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15
Q

This specifies that the user can use that record type when creating or editing a record.

A

Record type assignment

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16
Q

T/F

Users can view records assigned to only their record type.

A

False, Users can view records assigned to any record type.

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17
Q

This specifies that the user can use that record type when creating or editing a record

A

RECORD TYPE ASSIGNMENT

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18
Q

When a permission set specifies a custom record type, the user(s) assigned with that permission set gets the “___” that is specified for that record type within their profile

A

page layout

19
Q

Page layout assignments are specified in “____” only

A

Profiles

20
Q

Page layouts can be selected for the “___” and “____” combination

A

profile, record type

21
Q

T/F
In Profiles, page layout assignments are specified for every record type, even when a record type is not available to that profile

A

True

22
Q

What record type is used when user does not select the record type

A

Default record type

23
Q

when there are two or more active assigned record types on the user profile, users can go into their personal settings and select a “____” record type so they are not prompted to select one when creating a new record.

A

USER DEFAULT

24
Q

If there is only one active record type, this record type is automatically selected

A

PROFILE DEFAULT

25
Q

If two or more record types are available for a user, the default record type can be selected at the “___”.

A

User level

26
Q

T/F
If a default record type has been set from the personal settings, the user will still be prompted to choose from a list of record types

A

False, If a default record type has been set from the personal settings, the user will not be prompted to choose from a list of record types

27
Q

T/F
If the default record type is not specified from personal settings, the user will be prompted to pick a record type when creating new records.

A

True

28
Q

T/F
When no default record type is configured in personal settings, the default record type configured from the Profile’s record type settings will be automatically ticked

A

True

29
Q

T/F
The default record type that was set in a user’s personal settings needs to be manually selected when the user creates a new record. A field can be added to the page layout that shows the record type.

A

False, The default record type that was set in a user’s personal settings will be automatically selected when the user creates a new record. A field can be added to the page layout that shows the record type.

30
Q

While record types can be created for all salesforce objects, these 4 objects must have a business process created first before creating a record type on them

A

opportunities
cases
leads
solutions

31
Q

This Process captures the lifecycle of leads, opportunities, cases, or solutions. It references a standard picklist field and the values can be customized

A

Business process

32
Q

Only “___” Processes is not available in Lightning Experience

A

Solution

33
Q

This process defines different picklist values for Lead status

A

LEAD

34
Q

This process defines different picklist values for Case status

A

Support

35
Q

This process defines different picklist values for Opportunity stage

A

Sales

36
Q

This process defines different picklist values for solution status.

A

Solution

37
Q

T/F

multiple processes can be added to one object

A

True

38
Q

These are intended to capture the lifecycle of standard objects such as Leads, Campaigns, Accounts, Contacts and Cases and are used to guide users along steps in a process

A

Paths

39
Q

Path is similar to the “__” of moving through the stages that exists by default for Opportunity records in Lightning.

A

visual guidence

40
Q

T/F

A Path can be created for custom objects and certain standard objects in Lightning Experience AND Classic

A

False, A Path can be created for custom objects and certain standard objects in Lightning Experience only.

41
Q

T/F

If a step in the path has dependent fields, all dependent fields can be updated when updating a record from a path.

A

True

42
Q

For each stage on the Path, guidance and up to how many fields can be displayed

A

five

43
Q

Paths can be created where on the standard object

A

from any picklist field

44
Q

Describe what a path is

A

it shows the stages that certain records like opportunities and cases are currently at from started to completed

Salesforce Certified Administrator (13 decks)

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