Object Manager & Lightning App Builder 20% Flashcards

1
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

Record Types
Support Processes
Page Layouts

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2
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 two ways should an administrator meet this requirement?

A

Create 2 Record Types

Create 2 Page Layouts

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3
Q

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?

A

The record type is deactivated.
OR
The record type is disabled on the marketing user profile.

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4
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 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).

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5
Q

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

A

Master-detail

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

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6
Q

The _________ allows a many-to-many relationship.

A

junction object

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

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7
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

A lookup relationship links two objects together. This is an optional relationship.

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8
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

When agents close a case, they see the close case page layout, where agents can enter information about the case resolution.

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9
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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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?

A
  1. Choose the primary campaign source for the opportunity.
    (Fill in the Primary Campaign Source field to indicate that the opportunity resulted from a specific campaign.)
  2. Utilize the campaign influence related list on the opportunity.
    (The Opportunities related list on a campaign shows every opportunity that is linked to that campaign.)
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11
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

Remove Record Types from the users’ Profiles.

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

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12
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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13
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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14
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

Update Stage Selected Values in the Sales Processes

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15
Q

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

A

business processes

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

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16
Q

Ursa Major Solar needs to fulfill the following requirements:
A custom object must be created to capture account survey data.
Users need the ability to select an account from the survey record and view related surveys on the account record.
Which two actions can an administrator configure to meet these requirements?

A

Create a lookup relationship field on the survey object.

Put the survey related list on the account page layout.

17
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 new values for the opportunity stage field; create a new sales process assigned to a custom record type for the new sales team.

18
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 allow the System Administrator to provide enhanced security for this field?

A

Create an Encrypted Text field.

Update Field-Level Security settings.

19
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?

A

Record types
Page layouts
Support processes

20
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

Record Types

21
Q

_______ determine which 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.

A

Record types

Record types determine which 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.