Object Manager & Lightning App Builder Flashcards
Object Manager and Lightning App Builder: 20%
Universal Containers wants to create a field to store credit card numbers and needs to make sure the information is protected. Which two actions allows the System Administrator to provide enhanced security for this field?
Create an encrypted Text Field and Update Field- Level Security settings.
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?
- Support Processes
- Record Types
- Page layouts
Ursa Major Solar recently acquired a company whose sales team has a unique sales process, with stages that are difficult 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?
Create new values for the opportunity stage field; create a new sales process assigned to a custom record type for the new sales team.
Universal Containers has a complex sales process with multiple record Types, each shared with all Profiles. Some users complain about the Record Type selection screen when creating new Opportunities.
Which two actions should the System Administrator take to allow these users to bypass choosing a Record Type?
- Remove Record Types from the users’ Profiles
- Instruct users to update the default Record Type in my settings.
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 way should an administrator meet this requirement?
Choose 2 options.
- Create two record Types.
- Create two page layouts.
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 the 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 cluttering layouts containing unnecessary fields.
What should the administrator do to accomplish this goal?
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, Marketing Widget C ).
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?
By adding a new related list for Regulations__c to the sales account page layout
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?
Lookup relationship
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?
Stage Selected Values in the Sales Processes
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.
- Utilize the campaign influence related list on the opportunity.
- Choose the primary campaign source for the opportunity.
The customer support team wants to use a different Page Layout when closing a Case.
Which method should the System Administrator use to fulfill this request?
Case Close Page Layout
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?
Make the page the default object record page for the UMS app for the sales profile.
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?
This is a System Audit field and it is Read-Only for existing records
Which type of field do administrators use when creating a junction object?
Master-detail
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.
- Page Layouts
- Support Processes
- Record Types