Recall Take 2 (reviewed) Flashcards
The administrator at Ursa Major Solar has created a custom report type and built a report for sales operation team. However, none of the user are able to access the report. Which two options could cause this issue? Choose 2 Answers
A. The custom report type is in development.
B. The report is saved in a private folder
C. The user’s profile is missing view access.
D. The org has reached its limit of custom report types.
B. The report is saved in a private folder
C. The user’s profile is missing view access.
How do you, as admin, pull a text area object from the account object into the highlights panel for the service reps when viewing the account page?
A. Create a new page layout and a new section titled highlights panel.
B. In the Account object manager, create a custom compact layout.
C. From the page layout editor, drag the field to the highlights panel.
D. Make the field required and move it to the top of the page.
B. In the Account object manager, create a custom compact layout.
An administrator at AW Computing has been asked to help the Support team with report folders. They want a folder called Support Reports and two folders underneath called Helpdesk and R&D. The Support organization uses public groups for Support Agents, R&D, and Managers. Support agents should be able to run Helpdesk reports, but should not be able to view R&D reports. Support managers should be able to view and edit all reports. Which two ways should these folders be shared? Choose 2 answers
A. Share the Support Reports folder with Support Managers with Edit Access.
B. Share the Helpdesk folder with Support Agents with View access.
C. Share the R&D folder with Support Managers with Edit Access.
D. Share the Support Reports folder with Support Agents with View Access.
A. Share the Support Reports folder with Support Managers with Edit Access.
B. Share the Helpdesk folder with Support Agents with View access.
AW Computing would like to improve its Case Lightning record page by including:
- A filtered component to display a message in bold font when a case is saved as a critical record type.
- A quick way to update the account status from the case layout.
Which two components should an administrator use to satisfy these requests? Choose 2 Answers
A. Related Record
B. Rich text
C. Record details
D. Related List
B. Rich text
D. Related List
What should an administrator use as an identifier when importing and updating records from a separate financial system?
A. Rich text field
B. Auto-Number field
C. Record ID
D. External ID
D. External ID
When can a validation rule be used to prevent invalid data? Choose 3 answers.
A. when records are deleted by a user
B. when records are imported
C. when records are edited by a user
D. when records are submitted using web-to-lead
E. when records are updated by a workflow rule
B. when records are imported
C. when records are edited by a user
D. when records are submitted using web-to-lead
Updates to records based on workflow rules and also on process scheduled actions don’t trigger validation rules.
The Administrator at Universal Containers wants to add branding to Salesforce. Which two considerations should the administrator keep in mind? Choose 2 answers
A. Only one theme can be active at a time, and a theme applies to the entire org.
B. Chatter external users see the built-in Lightning blue theme only.
C. Up to 150 custom themes can be created, modified, or cloned from the built-in themes.
D. Themes apply to Salesforce Classic and to the Salesforce mobile app.
A. Only one theme can be active at a time, and a theme applies to the entire org.
B. Chatter external users see the built-in Lightning blue theme only.
On which two objects can an administrator customize the Stage Setup Flow?
A. Leads
B. Opportunities
C. Campaigns
D. Campaign Members
A. Leads
B. Opportunities
A time-dependent action is placed in the workflow queue when the record is created. Which two scenarios will cause the action to be removed from the queue? Choose 2 answers.
A. When the record no longer matches the rule criteria.
B. When the action is deleted from the workflow queue.
C. When a validation rule is triggered for the record.
D. When another record triggers the same workflow rule
A. When the record no longer matches the rule criteria.
B. When the action is deleted from the workflow queue.
Universal Containers wants to ensure that its org is secure and has asked an Administrator to configure password requirements for its users. Which three actions are Administrators able to configure? Choose 3 answers.
A. Set a requirement that passwords must be unique for each user.
B. Set the length of time before passwords expire.
C. Set maximum invalid login attempts.
D. Set password complexity requirements.
E. Set prohibited password values.
B. Set the length of time before passwords expire.
C. Set maximum invalid login attempts.
D. Set password complexity requirements
Sales reps at Ursa Major Solar are having difficulty managing deals. The leadership team has asked administrator to help sales reps prioritize and close more deals. What should the administrator configure to help with these issues?
A. Einstein Opportunity Scoring
B. Einstein Activity Capture
C. Einstein Search Personalization
D. Einstein Lead Scoring
A. Einstein Opportunity Scoring
Universal Containers (UC) customers have provided feedback that their support cases are not being responded to quickly enough. UC wants to send all unassigned Cases that have been open for more than two hours to an urgent Case queue and alert the support manager. Which feature should an administrator configure to meet this requirement?
A. Case Escalation Rules
B. Case Assignment Rules
C. Case Scheduled Report
D. Case Dashboard Refreshes
A. Case Escalation Rules
An administrator at Universal Containers has been asked to prevent users from accessing Salesforce from outside of their network. What are two considerations for this configuration? Choose 2 answers
A. IP address restrictions are set on the profile or globally for the org.
B. Single sign-on will allow users to log in from anywhere.
C. Users can change their password to avoid login IP restrictions.
D. Enforce Login IP Ranges on Every Request must be selected to enforce IP restrictions
A. IP address restrictions are set on the profile or globally for the org.
D. Enforce Login IP Ranges on Every Request must be selected to enforce IP restrictions
Northern Trail Outfitters has a custom quick action on Account that creates a new Case. How should an administrator make the quick action available on the Salesforce mobile app?
A. Create a custom Lightning App with the action.
B. Include the action in the Salesforce Mobile Navigation menu.
C. Add the Salesforce Mobile and Lightning Experience action to the page layout.
D. Modify compact Case page layout to include the action.
C. Add the Salesforce Mobile and Lightning Experience action to the page layout.
Use the page layout editor to customize which actions show up in Salesforce and in the Salesforce mobile app:
https://help.salesforce.com/s/articleView?id=sf.actions_overview.htm&type=5
Salesforce Mobile Navigation menu doesn’t use Quick actions:
https://trailhead.salesforce.com/content/learn/modules/salesforce1_mobile_app/salesforce1_mobile_app_navigation
Users at Cloud Kicks want to be able to create a task that will repeat every two weeks. What should an administrator do to meet this requirement?
A. Turn on Recurring Activities
B. Workflow rule to create recurring tasks
C. Enable Creation of Recurring Tasks
D. Flow to create recurring tasks
C. Enable Creation of Recurring Tasks
Cloud Kicks wants its reports to show a Fiscal Year that starts on February 1 and has 12 months. How should the administrator address this requirement?
A. Set the Fiscal Year to Custom and the starting month as February.
B. Set the Fiscal Year to Custom and the duration to 4 quarters.
C. Set the Fiscal Year to Standard and the starting month as February.
D. Set the Fiscal Year to Standard and the duration to 12 months.
C. Set the Fiscal Year to Standard and the starting month as February.
AW Computing needs to capture a loss reason in a rich text field when an opportunity is Closed lost. How should an administrator configure this requirement?
A. Configure a workflow rule to display an error if Loss Reason is blank
B. Create a validation rule to display an error if stage is Closed lost and Loss Reason is blank.
C. Select the requirement checkbox next to the loss reason field on the page layout.
D. Check the required checkbox on the Loss Reason field in Object Manager.
B. Create a validation rule to display an error if stage is Closed lost and Loss Reason is blank.
Cloud Kicks is working on a better way to track its product shipments utilizing Salesforce. Which field type should an administrator use to capture coordinates?
A. External lookup
B. Custom address
C. Geolocation
D. Geofence
C. Geolocation
An administrator at Cloud Kicks is building a flow that needs to search for records that meet certain conditions and store values from those records in variable for use later in the flow. What flow element should the administrator add?
A. Get Records
B. Update Records
C. Create Records
D. Assignment
A. Get Records
Universal Containers has three separate lines of business. Each line has specific fields that must be displayed to users. However, the fields needed by the sales team are different than the fields needed by the service team. How should the administrator configure this requirement?
A. Create six record types, each with 1 page layout.
B. Create one record type with six Page Layouts.
C. Create three record types, each with 2 page layouts.
D. Create two record types, each with 3 page layouts
C. Create three record types, each with 2 page layouts.
An administrator installed a managed package that contains a permission set group. The permission set group that was installed includes Delete access on several objects, and the administrator needs to prevent users in the permission set group from being able to delete records. What should the administrator do to control Delete access?
A. Edit the profile for the users to remove Delete access from the objects.
B. Create a new permission set that has Delete access deselected for the objects.
C. Create a new role that prevents Delete permissions from rolling up to the users.
D. Use a muting permission set with a permission set group to mute selected permissions.
D. Use a muting permission set with a permission set group to mute selected permissions.
A System Administrator at Universal Containers created a new record type. However, sales users are unable to select the new record type when creating new account records. What is the possible reason for this? (Choose 2 answers)
A. The record type has not been activated.
B. The record does not have an associated page layout.
C. The record type has not been set as the default record type.
D. The record type has not been added to the sales user profile.
A. The record type has not been activated.
D. The record type has not been added to the sales user profile.
The service department at Universal Containers wants its agents to capture and display different Information on Case records based on whether customers are calling in with a complaint, question, or product suggestion. Which three features should the System Administrator use to fulfill this requirement?
A. Field-level security B. Page layouts C. Support processes D. Permission sets E. Record types
B. Page layouts
C. Support processes
E. Record types
Which two actions should an administrator perform with Case escalation rules?
Choose 2 answers
A. Change the Case Priority.
B. Re-assign the Case.
C. Re-open the Case.
D. Send email notifications.
B. Re-assign the Case.
D. Send email notifications.