Object Manager and Lightning App Builder III

Question 1

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

Answer 1

page layouts and record types

Question 2

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

Answer 2

page layout

Question 3

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

Answer 3

Record Types

Question 4

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

Answer 4

Business processes

Question 5

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

Answer 5

Page Layouts

Question 6

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

Answer 6

Record Types

Question 7

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

Answer 7

Business processes

Question 8

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

Answer 8

Path

Question 9

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

Answer 9

Record Types

Question 10

T/F

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

Answer 10

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

Question 11

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

Answer 11

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

Question 12

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

Answer 12

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

Question 13

T/F

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

Answer 13

True

Question 14

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

Answer 14

permission sets.

Question 15

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

Answer 15

Record type assignment

Question 16

T/F

Users can view records assigned to only their record type.

Answer 16

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

Question 17

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

Answer 17

RECORD TYPE ASSIGNMENT

Question 18

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

Answer 18

page layout

Question 19

Page layout assignments are specified in “____” only

Answer 19

Profiles

Question 20

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

Answer 20

profile, record type

Question 21

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

Answer 21

True

Question 22

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

Answer 22

Default record type

Question 23

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.

Answer 23

USER DEFAULT

Question 24

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

Answer 24

PROFILE DEFAULT

Question 25

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

Answer 25

User level

Question 26

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

Answer 26

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

Question 27

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.

Answer 27

True

Question 28

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

Answer 28

True

Question 29

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.

Answer 29

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.

Question 30

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

Answer 30

opportunities cases leads solutions

Question 31

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

Answer 31

Business process

Question 32

Only "___" Processes is not available in Lightning Experience

Answer 32

Solution

Question 33

This process defines different picklist values for Lead status

Answer 33

LEAD

Question 34

This process defines different picklist values for Case status

Answer 34

Support

Question 35

This process defines different picklist values for Opportunity stage

Answer 35

Sales

Question 36

This process defines different picklist values for solution status.

Answer 36

Solution

Question 37

T/F | multiple processes can be added to one object

Answer 37

True

Question 38

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

Answer 38

Paths

Question 39

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

Answer 39

visual guidence

Question 40

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

Answer 40

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

Question 41

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

Answer 41

True

Question 42

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

Answer 42

five

Question 43

Paths can be created where on the standard object

Answer 43

from any picklist field

Question 44

Describe what a path is

Answer 44

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