Object Manager & Lightning App Builder Flashcards

Object Manager and Lightning App Builder: 20%

1
Q

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?

A

Create an encrypted Text Field and Update Field- Level Security settings.

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2
Q

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?

A
  1. Support Processes
  2. Record Types
  3. Page layouts
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3
Q

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?

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.

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4
Q

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?

A
  1. Remove Record Types from the users’ Profiles
  2. Instruct users to update the default Record Type in my settings.
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5
Q

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.

A
  1. Create two record Types.
  2. Create two page layouts.
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6
Q

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?

A

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 ).

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7
Q

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 related list for Regulations__c to the sales account page layout

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8
Q

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 relationship

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9
Q

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?

A

Stage Selected Values in the Sales Processes

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10
Q

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
  1. Utilize the campaign influence related list on the opportunity.
  2. Choose the primary campaign source for the opportunity.
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11
Q

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?

A

Case Close Page Layout

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12
Q

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.

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13
Q

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

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14
Q

Which type of field do administrators use when creating a junction object?

A

Master-detail

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15
Q

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
  1. Page Layouts
  2. Support Processes
  3. Record Types
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16
Q

Page layouts

A

Page layouts control the layout and related lists on object record pages.

17
Q

Support processes

A

Use multiple business processes to display different picklist values according to each user’s profile.

18
Q

Record types

A

Customize the values in record type or business process picklists based on your organization’s unique needs.

19
Q

Master-detail

A

Master-detail is a custom field that is used when creating a junction object.

20
Q

Junction object

A

The junction object allows a many-to-many relationship.

21
Q

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 a record type and page layout for the new sales team and a custom field for the new stages.

B. Create new values for the opportunity stage field; create a new sales process assigned to a custom record type for the new sales team.

C. Create new values for the opportunity stage field and use field-level security to control which teams see which fields.

D. 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.

A

B. Create new values for the opportunity stage field; create a new sales process assigned to a custom record type for the new sales team.

*Record types let you offer different business processes, picklist values, and page layouts to different users.

22
Q

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?

Choose 2 options.

A. Instruct users to update the Default Record Type in My Settings.

B. Remove Record Types from the users’ Sales Process.

C. Remove Record Types from the users’ Profiles.

D. Remove the Record Type field from the users’ Page Layout.

A

A. Instruct users to update the Default Record Type in My Settings.
*Set an option to automatically insert your default record type when you create records.

C. Remove Record Types from the users’ Profiles.
*Each profile is associated with a single record type; users will never be prompted to select a record type when creating records.

23
Q

Universal Containers has a renewals sales team that will use the Opportunity object. They want to use many of the same picklist fields that are already defined, but will need unique picklist values.

What feature allows a System Administrator to maintain the same field for two different teams?

A. Page Layouts

B. Permission Sets

C. Record Types

D. Sales Processes

A

C. Record Types
Correct. Record types determine whcih business processes, page layouts, fields and picklist values a user can access and allow the admin to maintain the same field for two different teams.

24
Q

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 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.

B. 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).

C. 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.

D. 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).

A

B. 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.

25
Q

Universal Containers has a renewals sales team that will use the Opportunity object. They want to use many of the same picklist fields that are already defined, but will need unique picklist values.

What feature allows a System Administrator to maintain the same field for two different teams?

A. Permission Sets

B. Sales Processes

C. Record Types

D. Page Layouts

A

C. Record Types
Correct. Record types determine whcih business processes, page layouts, fields and picklist values a user can access and allow the admin to maintain the same field for two different teams.

26
Q

Permission Sets

A

Permission sets determine the page layouts that users are able to access, they do not control field-level access.

27
Q

Determine the page layouts that users are able to access, they do not control field-level access.

A

Permission Sets

28
Q

Sales Processes

A

Sales processes determine the stages that users are able to see on the page, they do not control the values in the picklist.

29
Q

Determine the stages that users are able to see on the page, they do not control the values in the picklist.

A

Sales Processes

30
Q
A