Organization Setup (3%) Flashcards

1
Q

A user has asked if it is possible to edit multiple records at one time. Which features could an admin user to enable this? Choose 3:

A.) Give the user the Mass Edit for Lists permission
B.) Enable hover edit 
C.) Enable quick Edit
D.) Enable inline editing
E.) Enable enhanced lists
A

A, D and E

If both inline editing and enhanced lists are enabled, records can be directly edited in a list. If the user has Mass Edit from Lists permission, the value for a common field in up to 200 selected records can be updated.

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2
Q

An admin is told that the sales rep profile should no longer have access to a tab available in an app. Which tab setting should the Salesforce Admin use?

A.) None of the tab settings can meet this requirement
B.) Default Off
C.) Default On
D. Tab Hidden

A

D.) Tab Hidden

The “Tab Hidden” setting means that the tab will not be visible be default, and the user cannot enable it.

“default Off” allows the tab to still be visible when viewing “All Items” in the App Launcher but not visible within an app, users can customized their display to add the tab to an app.

“Default On” allows the tab to be visible in the app and when viewing all tabs

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3
Q

A user has complained to the admin that she can no longer view some of the tabs she used to have in the navigation bar. If the user uses Lightning Experience only, which of the following could cause this issue? Choose 3

A.) The user has used the App Launcher to switch to a different App
B.) The user has customized the navigation bar of the app
C.) The user has logged into the wrong Salesforce org
D.) The admin has removed access to the tab at the user level
E.) The “auto-hide” feature is turned on for rarely used tabs

A

A, B and C

An admin can modify the access to a tab but not for an individual user. There is no auto-hide feature for rarely used tabs. Each app can have a different set of tabs. users can be assigned to diff apps.

Users can add, remove, rename and reorder tabs that are displayed by default be personalizing the navigation bar of an app in Lightning experience. Default tabs that are specified by the admin cannot be removed or renamed.

A compnay setting up multiple salesforce orgs for different parts of the business means users can have multiple logins and log into the wrong org.

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4
Q

An admin is considering changing the default company locale. What should the admin consider when doing this?

A.) The company locale will be used for all users, and it cannot be changed
B.) The company locale is set as the default for new users, but any user can change their personal locale setting
C.) The company locale is not set as the default for new users; users must set the locale on their user record when they first log in
D.) The company locale is set as the default for new users but can be changed only by an admin

A

B

New users inherit the campany’s locale setting. The locale setting for a user can be changed by the user in “personal information” or an admin in “Users”

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5
Q

European users are reporting that dates are displaying in the US date format instead of the European date format. The majority of users are based in the US. What is the most efficient way to handle the issue?

A.) Inform European users to change the locale settings in personal settings
B.) Chagne the date format setting on the company profile
C.) Change the default locale setting on the company profile
D.) Manually chance each European user’s locale in User settings

A

A.) Inform European users to change the locale settings in personal settings

The default locale setting is on the company profile and determines the display format of dates, times and numbers. It can be set at the company level but can be overridden by the users in their personal settings. With this scenario, the most efficient way to handle this issue would be to inform the affected users to change their personal settings to reflect their locale.

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6
Q

Two profiles require different tabs at the top of the home page. How can this be achieved?

A.) Assign different home page layouts to each profile
B.) Create two custom apps with different tabs and assign one or the other to each user
C.) Create two custom apps with different tabs and apply one each to the two different profiles
D.) This cannot be achieved

A

C.) Create two custom apps with different tabs and apply one each to the two different profiles

Custom apps can be created to hold different tabs. Each profile can have a default app assigned to it that displays when the user logs in. Home page layouts can be assigned by profile, but do not affect the tab layout. Apps can be assigned to profiles, not individual users.

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7
Q

As part of the launch of Salesforce for the org, the VP of communications has given the admins the company branding guide and files to incorporate into the user interface. What should the admin do to accommodate this request?

A.) A request must be sent to Salesforce to have custom logos and colors change for the org
B.) An admin can upload a new logo but the color can only be in Salesforce Lightning Blue
C.) An admin can go to the Themes and Branding in the User Interface settings to create a new theme
D.) Themes and colors can not be changed in Lightning Experience

A

C.) An admin can go to the Themes and Branding in the User Interface settings to create a new theme

The admin can create the new these and upload the org’s image and colors in the Themes and Branding section of the User Interface settings. The theme will be applied to the entire organization and only one theme may be active at any given time.

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8
Q

A sales user has create a list view to dismay accounts of premium customer in Lightning Experience. He would like to share this list with a public group of co-workers. What should a Salesforce Admin recommend to allow the co-workers to see the accounts as quickly as possible?

A.) Share the list view with the public group of co-workers from List View Controls
B.) Create a report that shows the accounts and share it with the co-workers
C.) Use the sharing button to share the list view with the Co-workers
D.) Export the list view to a .csv file and share it with the co-workers

A

A.) Share the list view with the public group of co-workers from List View Controls

A list view can be shared with a public group of users by selecting “sharing settings” from the “List View Controls” menu in Lightning Experience. It can be used to quickly share a particular list view with users. Exporting a list view or creating a report is not an efficient solution for this case case. Also, a sharing button is not used to share a list view.

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9
Q

Global shipping does business in a number of different countries but wants to report in a single currency. The admin is considering enabling multi-currency. What additional steps must be taken after mutli-currency is enabled? Choose 3

A.) Define the list of currencies and make them active
B.) Set the exchange rates for the currencies
C.) set the validity dates for the exchange rates
D.) Set the corporate currency

A

A, B, and C

Exchange rates are not dated by default when multi-currency in enabled. The Advanced Currency Management features must be selected if the company needs to track dated exchange rates. As a requirement for dated exchange rates was not specified, Advanced Currency Management is on optional step.

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10
Q

What does the “Default Locale” setting determine? Choose 3

A.) Default Currency
B.) Fiscal year
C.) Format of Dates and Times
D.) Display format of Addresses
E.) Name Format
A

C, D and E

The “Default Locale” setting determines the format of dates, times, numbers, names, addresses, and phone numbers in Salesforce. The default currency for single currency orgs is set using the “Currency Locale” field, a separate field to the “Default Locale”

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11
Q

ABC Company is expecting to have a very large volume of contract records with attachments. What should an admin advise regarding storage requirement?

A.) Only data storage will be used when storing contracts with attachments
B.) Only file storage will be used when storing contracts with attachments
C.) Salesforce does not place limits on either file or data storage
D.) Both data and field storage will be used when storing contract records with attachments.

A

D.) Both data and field storage will be used when storing contract records with attachments.

Data storage is used by adding data records. File storage is used by adding file attachments. In this case, both data and file storage would be used with contract records and their attachments.

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12
Q

Users have asked for the Parent Account field to be displayed in the Account Lookup dialog. How can this be enabled?

A.) Modify the Account Search results layout to include Parent Accounts in both Classic and Lightning
B.) Modify the Account Lookup Dialog layout to include Parent Accounts in both Classic and Lightning
C.) The users can modify the fields themselves using the ‘My columns” link in the lookup dialog
D.) The fields in the Account Lookup dialog are fixed and cannot be changed
E.) Modify the Account Lookup dialog in Classic and the Account Search results in Lightning

A

E.) Modify the Account Lookup dialog in Classic and the Account Search results in Lightning

In Classic, the lookup dialog layout within the Account Search Layouts allows the fields that are displayed in the lookup dialog to be selected. If enhanced lookups are enabled, users can then use the My Columns link to customize the columns that are displayed from the available columns defined in the lookup dialog.

In Lightning, the lookup dialog layout can be amended in Search Results in Account Search layouts, Account Search Fields can be added and removed. Users cannot customize the search results layout in Lightning.

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13
Q

Global Insurance has recently switched to Lightning. Service Agents complain about having to wade through Performance Charts and Top Deals, instead of New Cases on the Home Page. Sales Reps, on the other hand, refuse to accept any changes to the current home Page. How can an admin address the needs of Sales reps and the Service Agents?

A.) Advise users that they can customize their own Home Page
B.) User Visualforce to customize the home Page to dynamically display based on profile
C.) It is not possible to customize the Home page in Lightning Experience
D.) Use the Lightning App Builder to customize the Home page for different profiles

A

D.) Use the Lightning App Builder to customize the Home page for different profiles

Lightning App Builder can be used to customize Home pages in Lightning Experience for different profiles. users cannot customize their own Home Page in Lightning. Visualforce cannot be used to customize the Home Page to dynamically display based on profile.

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14
Q

How would an admin be able to see how many remaining licenses are available? Choose 2

A.) System Overview page
B.) Company Information Page 
C.) Security Controls -> Licenses
D.) Manage Users -> Licenses
E.) Limits -> Licenses
A

A and B - System Overview page and Company Information Page

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15
Q

Acme Corp is making the switch to Lightning. Admins are tasked with creating different pages to fulfill business requirements. What pages are available to create with the Lightning App Builder? Choose 3

A.) Record page
B.) App page 
C.) Home Page
D.) Default Landing page
E.) List page
A

A, B and C

The Lightning App Builder can be used to create an App Page, Home page, Record Page, or Embedded Serve Page. “Default landing Page” and “List Page” are not available options when creating pages using Lightning App Builder.

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16
Q

Sales resp in an organization need to record opportunities in USD and EUR. How can an Admin accomplish this? Choose 2

A.) Add the desired additional currency in the “Manage Currencies” page
B.) Enable multiple currencies for the organization in the “Company Information” settings
C.) It is not possible to use multiple currencies in Salesforce
D.) Grant the “Multiple Currencies” permission set to eh sales reps

A

A and B

SFDC offers a multiple currencies feature, but it must first be enabled in the “company information” page in Setup. After enabling, other currencies can be added in the “Manage Currencies” settings page in Setup.

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17
Q

Each navigation bar of various apps inside a Salesforce org contains items in a particular order to ensure productivity. How can the admin ensure that the users cannot change this? Choose 2

A.) App settings
B.) Profile settings
C.) User Interface Settings
D.) Permission Set

A

A and C

In User Interface settings, the setting “disable Navigation Bar Personalization in Lightning experience” controls whether users can personalize their navigation bar. The admin can selecte this option to prevent users from rearranging or adding items to the navigation bar in any app.

Alternatively, the App setting “Disable end-user personalization of nav items in this app” for each app (App Manager -> Edit beside the App, App Options) helps control users from personalizing the menu items only for a particular app, the approach recommended by Salesforce.

18
Q

CoolRay Sunglasses is spinning off a division that makes eye protection equipment for winter sports. The company will be using the same instance of Salesforce that is used by the fashion eyewear division. A lightning application is being used to manage records related to fashion eyewear. A new lightning application has also been created recently to streamline the sales process for the eye protection team, which is also temporarily working on fashion eyewear. As a result, data entry mistakes by the team are quite common. Which of the following can be used to improve the focus of the eye protection sales team? Choose 2

A.) Create a custom field on the Opportunity object that allows selecting the “Type”
B.) User different brand images and colors for the two applications
C.) Use pinned list views for the two types of products sold by the company
D.) User sharing rules to restrict the eye protection sales teams’ access to opportunities

A

B and C

Lightning apps can have their own distinct colors, logos and backgrounds which can be specified in App Details and Branding Section by editing the app. A custom list view can be created and i]pinned in Lightning, which would allow setting it as the default view for records that are frequently accessed by others.

Creating a custom “Type” field could work, but avoiding unnecessary customization make the entire instance easier to maintain.

Sharing rules cannot be used to restrict access to records.

19
Q

Users have complained that the Account screen is taking a long time to load. What could the admin do to address this? Choose 1

A.) Enable separate loading of related lists
B.) Enable inline editing
C.) Enable enhanced lists
D.) Enable quick load on the account page layout

A

A

Enable separate loading of related lists with load the main record details first and then load the related lists. This will help performance if there is a large number of related lists.

20
Q

What of the following are found in the Company Information page? Choose 3

A.) Roles
B.) Default Locale
C.) Storage Used 
D.) Total Number of open Opportunities
E.) Licenses available
A

B, C and E

Company information page contains company, financial, and support information. It also includes default language, timezone, and locale as well as the storage space used and the number of licenses available.

21
Q

ABC Rentals has a financial year that begins in July and ends in June. How can the admin make sure that reports and forecasts are set up to reflect this?

A.) Use Standard Fiscal year and set the fiscal year to start in July
B.) It is not possible to change the fiscal year settings in Salesforce
C.) Enable Custom Fiscal year and set the starting month to July
D.) Use the Default Fiscal year Setting in Salesforce

A

A.) Use Standard Fiscal year and set the fiscal year to start in July

The Standard Fiscal Year can be used when an organization follows the Gregorian calendar (calendar divided into 12 months). When using the Standard Fiscal year, the starting month can be set to any month.

22
Q

An admin is tasked with creating new home pages in Lightning. What should the admin consider when creating home pages? Choose 2

A.) The Home page can be customized for each role
B.) Home Pages can only be assigned through permission sets
C.) The Home page can be assigned to each app
D.) The Home page can be customized for each profile
E.) Each user can customize their own Home Page layout

A

C and D

The home page can be customized in the Lightning App Builder and a different page assinged for different profiles and different apps. Admins can assign a different home page on each app and profile combinations.

23
Q

If an organization is using multi-currency and does not want the converted amount to change on closed opportunities when exchange rates are updated, which features can be used?

A.) Exchange Rate Management 
B.) Advanced Currency Management 
C.) Lock exchange Rates
D.) Opportunity Locking
E.) Custom Fiscal Year
A

B.) Advanced Currency Management

Advanced Currency Management allows you to track exchange rates by date range. The opp converted amount will be locked based on the closed date and applicable exchange rate.

24
Q

Universal Container’s Sales Team has noticed that when exchange rates are updated, opportunity amounts recorded in additional currencies change. How can an admin avoid having opportunity amount on closed opps change when exchange rates are updated?

A.) Enable Advanced Currency management and set dated exchange rates
B.) Opportunity amounts will always display with the latest exchange rate
C.) Update the exchange rate on a monthly basis
D.) Lock the amount on the opportunity record.

A

A.) Enable Advanced Currency management and set dated exchange rates

25
Q

Sales Reps have informed their admin that they would like to edit their opportunities directly inline in the list view without having to load each record individually. Which user interface settings can the admin change to meet this requirement?

A.) List View Edit
B.) Enhanced Editing
C.) Inline Editing
D.) Enhanced Lists

A

C and D

To be able to edit records directly in a list view, the “inline editing” and “enhanced lists” features must be both enabled. If only “inline editing” is enabled, records can be edited inline in a record detail page but not in a list view.

26
Q

What are valid reasons to using a custom fiscal year? Choose 2

A.) There are 13 week fiscal quarters
B.) The fiscal year does not start on the first day of the month
C.) The fiscal year does not start in January
D.) The fiscal year will begin in June
E.) An Organization wishes to follow the Gregorian calendar

A

A and B

A.) There are 13 week fiscal quarters
B.) The fiscal year does not start on the first day of the month

The standard fiscal year follows the Gregorian calendar and the starting month can be set to any month. A custom fiscal year is required id the Gregorian calendar is not followed.

27
Q

An Organization has recently enabled multiple currencies. Additional currencies were added and activated for users. What will users’ experience be when they create a new opportunity record?

A.) Users can only create opportunities in the corporate currency
B.) Users will be able to create opportunities in any active currency
C.) Users will be able to create opportunities in any currency
D.) users will be able to create opportunities only in the user’s default currency.

A

B.) Users will be able to create opportunities in any active currency

28
Q

An admin has created many custom fields on the Account record for different departments. One page layout is needed for all profiles because some users occasionally need to reference fields used by other departments. Which feature could the admin enable to assist users in quickly finding the information that is relevant to them?

A.) Enable personal page layouts so users can customize the page layout
B.) Enable lazy loading of the detail page
C.) Enable collapsible sections so users can collapse the sections that are not relevant to them
D.) Enable separate loading of related lists

A

C.) Enable collapsible sections so users can collapse the sections that are not relevant to them

The Enable Collapsible Sections feature allows users to expand can contract sections on a page layout. Salesforce will remember the settings for each user. Separate loading of related lists is intended to improve performance in organizations that utilize large numbers of related lists by loading them separately after primary record details are loaded and thus would not apply to this scenario.

29
Q

The admin received a task to create 100 user records in his org. He is planning to use Data Loader, preparing a data load file and verifying that all required field information is present. From the list, which of the following are required fields to create a user with Data Loader? Choose 1

A.) First Name, Last Name, Email, Profile and Role
B.) First Name, Username, Email, Role and User License
C.) First Name, Last Name, Username, Alias, Email, ProfileId
D.) First Name, Last Name, ProfileId and user License

A

C.) First Name, Last Name, Username, Alias, Email, ProfileId

30
Q

Brewmount Inc has established single sign on (SSO) for their SFDC org recently. With the SSO implementation, the user started reporting that they are unable to reset their password. What is true in this situation? Choose 2

A.) The “Reset my password” option in all user profiles needs to be enabled
B.) SSO users cannot reset their password within SFDC
C.) SFDC password policies do not apply for SSO users
D.) A case should be opened with SFDC support

A

B.) SSO users cannot reset their password within SFDC

C.) SFDC password policies do not apply for SSO users

31
Q

As an admin you are often troubleshooting user access issues. You would find it easier it you could log in as the uses having the problem. What is the most efficient way of achieving this? Choose 1

A.) Ensure the “Administrator Can Log In As Any User” setting in the Login Access Policies page is enabled
B.) Ask each user to Grant Login Access
C.) Ask each user to send you their password
D.) Contact SFDC support and request “Login As” access for all users

A

A.) Ensure the “Administrator Can Log In As Any User” setting in the Login Access Policies page is enabled

32
Q

A user has contacted the admin as they need to create a Campaign and do not see the “New” button when they navigate to the campaign screens. They do not have visibility to Campaign records. What can the admin do to resolve this? Choose 2

A.) Ensure that the user’s profile has the correct Campaign page layout
B.) Ensure that the user’s profile has the Create permission on the Campaign object
C.) Ensure that the “Marketing User” checkbox on the user record is selected
D.) Ensure that the “Create Campaign” checkbox on the user record is selected.

A

B.) Ensure that the user’s profile has the Create permission on the Campaign object
C.) Ensure that the “Marketing User” checkbox on the user record is selected

A user cannot create a new campaign without the “Create” permission on the Campaign object. However, even if the user has this permission, the “New” button does not appear unless the “Marketing User” checkbox has been selected. Without this feature license, it is not possible to create, edit or delete campaigns.

33
Q

You have enabled some new functionality for a group of users that share the same profile and you would like to communicate the changes. You are thinking of using the “Mass Email Users” function. What do you need to consider? Choose 1

A.) The users will need to be selected manually
B.) An email template is optional. The message can be entered manually.
C.) A list view will need to be available which includes users that are allocated the profile, and an email template will need to be created
D.) Mass Email Users cannot email to only certain users that hold a certain profile.

A

C.) A list view will need to be available which includes users that are allocated the profile, and an email template will need to be created

The Mass Email Users function users a wizard style interface where first the users are selected from a list view, followed by selecting an email template that will e used for the email message.

34
Q

The admin has set up login hour restrictions on the Marketing Team profile so that they could access the application between 8:00 am to 4:00pm. What will happen if a user is logged in at 3:45pm and continues to work until 4:01pm? Choose 1

A.) The user is automatically logged out
B.) The user is asked in a popup window if he would like to extend his session
C.) The user can keep working continuously without any issues
D.) The user is logged out upon navigation to a new page or data update operation (create, save, edit, delete)

A

D.) The user is logged out upon navigation to a new page or data update operation (create, save, edit, delete)

35
Q

An org is using My Domain, and it prevents login from the SFDC URL. A user has reported to an admin that they are not able to log in. The admin has checked the login history but does not see an entry for the time when the user was attempting to log in. What could be the issue? Choose 1

A.) The user entered an incorrect username
B.) The user entered an incorrect password
C.) The user is locked out due to invalid login attempts
D.) The user did not user the My Domain URL for login.

A

A.) The user entered an incorrect username

36
Q

An admin needs to add 10 users to the system and is considering using the “Add Multiple Users” feature. Which of the following statements are true regarding the “Add Multiple Users” functionality? Choose 3

A.) Each user will be allocated the same license type
B.) Users can be allocated different roles
C.) First names are required to create the user records
D.) Users can be allocated the same or different profiles
E.) Users will have usernames that are different from their email addresses

A

A.) Each user will be allocated the same license type
B.) Users can be allocated different roles
D.) Users can be allocated the same or different profiles

37
Q

Sam, a marketing executive, has resigned and joined a new company. The admin from his previous company needs to remove this user from the system. He has decided to deactivate Sam in the system. What are some considerations when deactivating users in SFDC? Choose 3

A.) Any records created by the inactive user are transferred to the admin
B.) A user that’s assigned as the sole recipient of a workflow email alert cannot be deactivated
C.) His records can be transferred to another user
D.) Sam will not be deleted from the system but will no longer be able to log in to SFDC
E.) Deactivated users retain access to records manually shared with them.

A

B.) A user that’s assigned as the sole recipient of a workflow email alert cannot be deactivated
C.) his records can be transferred to another user
D.) Sam will not be deleted from the system but will no longer be able to log in to SFDC

38
Q

Every month, new users report having first-time access issues due to expired account verification links. What can an admin do to reduce access issues related to this? Choose 1

A.) Ensure that the manager is copied in the account verification email sent to the user
B.) Disable account verification through email
C.) Enable automatic account verification after 7 days
D.) Extend the number of days before the account verification link expires

A

D.) Extend the number of days before the account verification link expires

The account verification link expires within a set number of days be default. depending on the needs of the organization the account verification link expiration can be extended. There are no options in SFDC to disable the initial account verification email or to enable automatic account verification. The account verification link will only be sent to the email listed in the user detail page.

39
Q

A user logged into SFDC in the morning and updated some records. He didn’t come back to it again until the afternoon. He found that he was logged out. What should the admin explain to the user? Choose 1

A.) Users are logged out after a certain period of inactivity according to the session timeout value
B.) Users are automatically logged out at lunchtime
C.) When users close a browser window, they are automatically logged out of SFDC
D.) Users are always automatically logged out after 1 hour of inactivity

A

A.) Users are logged out after a certain period of inactivity according to the session timeout value

40
Q

How can a feature license be assigned to a user? Choose 1

A.) By creating a new feature license record related to the user
B.) By selecting the checkbox next to the feature to be enabled on the user record
C.) By giving the user a Permission Set which contains the feature license
D.) From the Feature License related list of the Company Information page

A

B.) By selecting the checkbox next to the feature to be enabled on the user record

41
Q

What are the implications of freezing a user? Choose 2

A.) After freezing a user account, the user license will be made available for use by another user in the organization
B.) The user will no longer be able to log in
C.) the user will be able to log in, but will not be able to update any records
D.) Access can be allowed again by unfreezing the user

A

B.) The user will no longer be able to log in

D.) Access can be allowed again by unfreezing the user

42
Q

A sales rep has just left Cosmic Enterprise Solutions. What should be done to ensure that the user can no longer log in to SFDC? Choose 1

A.) Delete the user account record
B.) Delete the user contact
C.) Deactivate the user record
D.) Deactivate the user contact

A

C.) Deactivate the user record