Object Manager & Lightning App Builder Flashcards
Ursa Major Solar has the following process regarding its opportunities:
There are three different lines of business (Widget A, Widget B, Widget C) that each contain fields specific to that line of business’s industry and customers.
For each line of business, there is a specific set of fields that Sales users should see and a different set of fields that Marketing users should see.
An Administrator needs to configure Page Layouts and Record Types for the Opportunity object so that each team sees what it needs to see, without cluttered layouts containing unnecessary fields.
What should the Administrator do to accomplish this goal?
A. Create one Record Type with six Page Layouts (Marketing Widget A, Marketing Widget B, Marketing Widget C, Sales Widget A, Sales Widget B, and Sales Widget C).
B. Create six Record Types (Marketing Widget A, Marketing Widget B, Marketing Widget C, Sales Widget A, Sales Widget B, and Sales Widget C) with six total Page Layouts, one for each Record Type.
C. Create six Record Types (Sales Widget A, Sales Widget B, Sales Widget C, Marketing Widget A, Marketing Widget B, and Marketing Widget C) with one Page Layout.
D. Create three Record Types (Widget A, Widget B, Widget C) with six Page Layouts (Sales Widget A, Sales Widget B, Sales Widget C, Marketing Widget A, Marketing Widget B, and Marketing Widget C).
D. Create three Record Types (Widget A, Widget B, Widget C) with six Page Layouts (Sales Widget A, Sales Widget B, Sales Widget C, Marketing Widget A, Marketing Widget B, and Marketing Widget C).
Correct. Record types let you offer different business processes, picklist values, and page layouts to different users. Three record types to track the different widget types. Six page layouts to provide the proper fields for each group.
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?
A. This is a System Audit field and it is Read-Only for existing records.
B. This user does not have Edit permissions on the Account object.
C. This field is Read-Only in Field-Level Security settings.
D. This field is defined as Read-Only on the Page Layout.
A. This is a System Audit field and it is Read-Only for existing records.
Correct. Created date is when the record was created. Created Date fields have defaulted on create and cannot be changed.
Universal Containers has two business groups, Products and Services. Both groups will be using opportunities to track deals, but different fields are required by each group.
In which two ways should an administrator meet this requirement?
Choose 2 options.
A. Create two page layouts.
B. Create two permission sets.
C. Create two lead processes.
D. Create two record types.
A. Create two page layouts.
Correct. By creating two page layouts, you are able to customize what fields are shown for each group based on the type of page layout they have access to.
D. Create two record types.
Correct. By creating two record types you are able to customize what fields are shown for each group based on the type of record they have access to.
Ursa Major Solar’s administrator created a new account record type, but when marketing users are creating new account records, they are unable to choose the new record type.
What are two potential causes of this issue?
Choose 2 options.
A. The record type is deactivated.
B. The record type is disassociated from the page layout.
C. The record type default setting is disabled.
D. The record type is disabled on the marketing user profile.
A. The record type is deactivated.
Correct. Record types need to be active in order for users to access them.
D. The record type is disabled on the marketing user profile.
Correct. Record types need to be assigned to a profile.
Which type of field do administrators use when creating a junction object?
A. Master-detail
B. Formula
C. Look-up
D. Text area
A. Master-detail
Correct. Master-detail is a custom field that is used when creating a junction object. The junction object allows a many-to-many relationship.
Ursa Major Solar’s administrator needs to create a custom field to track a specific Tier 2 support user on a case record.
What is the appropriate data type to utilize when creating this custom field?
A. Lookup filter
B. Hierarchical relationship
C. Lookup relationship
D. Formula
C. Lookup relationship
Correct. A lookup relationship links two objects together. This is an optional relationship.
Ursa Major Solar has the following environment and requirements:
A new custom object named Regulations__c is a child of the account object.
All users need the ability to view Regulations__c when viewing accounts with the sales account page layout.
How should an administrator provide access to Regulations__c on the sales account page layout?
A. By adding a new custom link for Regulations__c to the sales account page layout
B. By adding a new section for Regulations__c to the sales account page layout
C. By adding a new action for Regulations__c to the sales account page layout
D. By adding a new related list for Regulations__c to the sales account page layout
D. By adding a new related list for Regulations__c to the sales account page layout
Correct. Adding the related list will allow users to access the child accounts.
Ursa Major Solar has the following environment and requirements:
A new custom object named Regulations__c is a child of the account object.
All users need the ability to view Regulations__c when viewing accounts with the sales account page layout.
How should an administrator provide access to Regulations__c on the sales account page layout?
A. By adding a new custom link for Regulations__c to the sales account page layout
B. By adding a new section for Regulations__c to the sales account page layout
C. By adding a new action for Regulations__c to the sales account page layout
D. By adding a new related list for Regulations__c to the sales account page layout
D. By adding a new related list for Regulations__c to the sales account page layout
Correct. Adding the related list will allow users to access the child accounts.
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.
The Chief Technology Officer (CTO) has decided that the new sales team should NOT change their process at all.
What should the administrator do to incorporate the new sales team’s process?
A. Create new values for the opportunity stage field; create a new sales process assigned to a custom record type for the new sales team.
B. Create new values for the opportunity stage field; order them so that the new Sales team’s values are at the bottom of the picklist.
C. Create a record type and page layout for the new sales team and a custom field for the new stages.
D. Create new values for the opportunity stage field and use field-level security to control which teams see which fields.
A. Create new values for the opportunity stage field; create a new sales process assigned to a custom record type for the new sales team.
Correct. Record types let you offer different business processes, picklist values, and page layouts to different users.
The support group at Ursa Major Solar has the following requirements:
- Agents need to capture different information for product support and inquiry cases.
- The lifecycle for inquiry cases should have fewer steps than the lifecycle for product support cases.
Which three features should an administrator use to meet these requirements?
Choose 3 options.
A. Page layouts
B. Permission sets
C. Field-level security
D. Record types
E. Support processes
A. Page layouts
Correct. Page layouts control the layout and the organization of buttons, fields, links, etc. on object record pages. The admin is able to use page layouts to customize the content of record pages and make them unique for product support vs. inquiry.
D. Record types
Correct. Record types determine which page layouts and picklst values users have access to, so creating two different record types for product support vs. inquiry will meet these requirements.
E. Support processes
Correct. After creating a support process, it is associated with a record type. Based on the record type chosen when creating a record (product support or inquiry in this example), the support process associated is used to determine the “status” field picklist on the case object.
A company needs its customer service agents to collect and display different information on case records based on whether customers are calling in with a question, product suggestion, or complaint.
Which three features should the administrator use to meet this goal?
Choose 3 options.
A. Permission sets
B. Support processes
C. Record types
D. Field level security
E. Page layouts
B. Support processes
Correct. Use multiple business processes to display different picklist values according to each user’s profile.
C. Record types
Correct. Customize the values in record type or business process picklists based on your organization’s unique needs.
E. Page layouts
Correct. Page layouts control the layout and related lists on object record pages.
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?
Choose 2 options.
A. Select the campaign record type when creating the opportunity.
B. Choose the primary campaign source for the opportunity.
C. Utilize the campaign influence related list on the opportunity.
D. Use the campaign hierarchy related list on the opportunity.
B. Choose the primary campaign source for the opportunity.
Correct. Fill in the Primary Campaign Source field to indicate that the opportunity resulted from a specific campaign.
C. Utilize the campaign influence related list on the opportunity.
Correct. The Opportunities related list on a campaign shows every opportunity that is linked to that campaign.
An administrator at Ursa Major Solar (UMS) has created a new Lightning record page for the sales team to display a report chart embedded on the account page. No record types currently exist for an account.
Which action should the administrator perform to make this page the default view of the UMS app for the sales team without impacting the support team?
A. Make the page the default object record page for the UMS app for the sales profile.
B. Create an account record type and make the page the default object record page.
C. Make the page the org default.
D. Make the page the default object record page for the UMS app.
A. Make the page the default object record page for the UMS app for the sales profile.
Correct. Activate Lightning record pages as the default record page for profiles.
