Salesforce Flashcards
Where does an administrator control field-level security for users?
D. Profile
Correct. Profiles allow admins to grant field-level access and access in the profile bypasses rules and org-wide defaults set by sharing rules.
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?
B. Record types
Correct. Customize the values in record type or business process picklists based on your organization’s unique needs.
C. Support processes
Correct. Use multiple business processes to display different picklist values according to each user’s profile.
E. Page layouts
Correct. Page layouts control the layout and related lists on object record pages.
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?
C. Lookup relationship
Correct. A lookup relationship links two objects together. This is an optional relationship.
Universal Containers has asked its Administrator to automatically set some fields when a Lead is created.
What is the best way for the administrator to perform this automation?
A. Record Triggered-Flow that runs Before save
Correct. Update new and changed records by using before-save updates in flows.
Ursa Major Solar wants to add charts to a Salesforce dashboard.
What are three standard chart types that are available?
Choose 3 options.
C. Table
Correct. Tables is an available component.
D. Bar chart
Correct. Bar chart is an available component.
E. Gauge chart
Correct. Gauge chart is an available component.
Ursa Major Solar tracks both user issues and customer issues.
A user issue can be logged as: new, waiting for reply, closed
A customer issue can be logged as: new, working, closed
An administrator needs to track both case types. Which features should be used?
D. Record Types and Support Processes
Correct. Record types let you offer different business processes, picklist values, and page layouts to different users.
Which feature should Ursa Major Solar use if they want their support agents who are skilled in a particular product line to own cases directly after customers log them from an automated channel?
A. Assignment rules
Correct. Assignment rules automate your organization’s lead generation and support processes. Use lead assignment rules to specify how leads are assigned to users or queues
Ursa Major Solar (UMS) is configuring the lead conversion process.
Which two factors should UMS consider before setting up the process?
Choose 2 options.
A. Custom lead fields can be mapped to account, contact, and opportunity fields.
Correct. When leads are converted lead records, standard lead fields map to contact, account, person account, and opportunity fields. Custom fields are map to newly created records.
D. Standard lead fields are automatically converted to account, contact, and opportunity fields.
Correct. When leads are converted lead records, standard lead fields map to contact, account, person account, and opportunity fields. Custom fields are map to newly created records.
Ursa Major Solar has a social marketing team set up as a public group. A sales representative would like to engage the social marketing team on one opportunity.
What should the sales representative do to ensure the social marketing team can access the opportunity?
D. Manually share the record with the public group.
Correct. Manual sharing gives other users access to certain types of records, including accounts, contacts, and leads.
Ursa Major Solar needs to transfer records from one user to another user during a mass transfer of account records.
Which two record types can be used for this transfer?
Choose 2 options.
C. Closed cases
Correct. Use the Mass Transfer tool to transfer multiple accounts, leads, service contracts, and custom objects from one user to another.
D. Open cases
Correct. Use the Mass Transfer tool to transfer multiple accounts, leads, service contracts, and custom objects from one user to another.
Which two related lists should be added to the Opportunity page layout to track how Campaigns contribute to the overall pipeline?
Choose 2 options.
C. Contact Roles
Correct. Opportunity contact roles specify the part that each contact plays in a deal.
D. Campaign Influence
Correct. The Campaign Influence tool helps attribute a percentage of success to influential campaigns.
The administrator for the Cloud Kicks has a flow that makes several updates to Contacts when they are being created. If the Contact Status is “New” and the Contact’s email is known, the administrator would also like to send a welcome email.
What should the administrator do to complete this requirement?
D. Update the flow with a decision to send the email when needed.
Correct. When a flow executes a Decision element, it evaluates each decision outcome in order.
What are two Initial Submission Actions in an Approval Process?
Choose 2 options.
A. The value of a field on the record can be updated.
Correct. An initial submission action occurs when a user first submits a record for approval.
D. An outbound message can be sent to another application.
Correct. An initial submission action occurs when a user first submits a record for approval.
Sales representatives at Ursa Major Solar are working on opportunities and need to see how their colleagues have effectively managed other opportunities with comparable products, competing against the same competitors.
Which two features should an administrator use to allow for this?
Choose 2 options.
A. Chatter groups
Correct. A chatter group allows for discussion and sharing of the dashboard.
C. Opportunity Dashboard
Correct. An opportunity dashboard allows for the reporting and comparison of products
Which three reports can be used to display a list of the Top 10 Accounts on a dashboard?
Choose 3 options.
B. Tabular report with Rows to Display set to 10
Correct. Use a tabular report as the source report .
C. Summary report with a chart
Correct. The default two-column table uses the first grouping and summary field from the chart in the source report. If the report has no chart, default columns are based on the first grouping and summary field in the report.
D. Summary report without a chart
Correct. The default two-column table uses the first grouping and summary field from the chart in the source report. If the report has no chart, default columns are based on the first grouping and summary field in the report.
The marketing team is asked to provide branding and messaging for email templates to be used throughout the customer support process.
In which two locations can the System Administrator implement customer-facing email templates with respect to Cases?
Choose 2 options.
B. Support Reps’ Send Email options
Correct. These options let you create email templates for support users.
C. Case Auto-response Rules
Correct. Auto-response rules let you automatically send email responses to lead or case submissions based on the record’s attributes.
A new approval process is being adapted by Ursa Major Solar. After an opportunity has been approved, the contract is sent to the customer for signature as the final step in that process.
How can the administrator implement this functionality?
D. Install an app from the AppExchange.
Correct. AppExchange is the leading enterprise cloud marketplace with ready-to-install apps, solutions, and consultants that let you extend Salesforce.
An administrator at Ursa Major Solar is implementing an organization-wide default option for the Account object.
What is a correct option for the administrator in this scenario?
B. Private
Correct. An admin would want to choose Private access at an org-wide level, because you can always open up access from the org-wide default, but you cannot restrict access.
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?
B. 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.
Ursa Major Solar wants to ensure that unique data is always input into a specific field.
Which two field properties should the administrator configure?
Choose 2 options.
A. Required
Correct. Customize standard and custom fields to tailor your org to your own unique requirements.
C. Unique
Correct. Customize standard and custom fields to tailor your org to your own unique requirements.
The administrator at Ursa Major Solar needs to provide information for total Salesforce licenses, used licenses, and the remaining Salesforce licenses.
Where in setup can this information be found?
B. Company Information
Correct. You would find information about how many licenses have been used and how many are still available under the Company Information section in Setup.
Ursa Major Solar placed a time-dependent action in the workflow queue when the record was created.
What are two situations that will cause this action to be removed from the queue?
Choose 2 options.
A. If the action is deleted from the workflow queue
Correct. Time-dependent actions remain in the workflow queue only as long as the workflow rule criteria are still valid. If a record no longer matches the rule criteria, Salesforce removes the time-dependent actions queued for that record.
B. If the record no longer matches the rule criteria
Correct. Time-dependent actions remain in the workflow queue only as long as the workflow rule criteria are still valid. If a record no longer matches the rule criteria, Salesforce removes the time-dependent actions queued for that record.
