Security and Data Management Flashcards
How can a system administrator discover who added a field to the account page layout?
Use the Setup Audit Trail.
Ursa Major Solar uses a private sharing model for cases. Each product line has several product specialists who want to have visibility to all cases involving their product line.
How should the administrator meet this requirement?
Create a predefined case team for each group of product specialists and assign the team using Case Assignment Rules.
Ursa Major Solar uses a custom object within the product development team. Product development, executives, and administrators should be the only users with access to records of this object. Product development needs read/write access to all the records within the object, while the executives should be able to view only the records.
How can the administrator configure the security model to meet these requirements?
Set the organization-wide defaults for the custom object to Public Read Write. Give the Product Development Profile Read, Create, and Edit permissions. Give the Executive Profile Read Only permissions for that object.
Ursa Major Solar created a new custom object to track Inventory items. The support team cannot see the Inventory object’s tab.
What two settings should the system administrator check to find the cause of the problem? (Choose two answers.)
Support team profiles
Support team permission sets
Ursa Major Solar has three account record types: Prospect, Customer, and Vendor. The Customer record type is only for accounts that have a Closed Won opportunity.
How should a system administrator prevent users from selecting the Customer record type when they create new account records?
Remove the Customer record type as an Assigned record type in the users’ profiles and permission sets.
A system administrator cannot share a report folder.
What is a possible reason?
The folder is private.
Sharing Rules
Sharing rules give chosen users greater access by making automatic exceptions to your org-wide sharing settings. Use sharing rules to extend sharing access to users in public groups, roles, or territories.
Role Hierarchy
Salesforce offers a user role hierarchy that you can use with sharing settings to determine the levels of access that users have to your Salesforce org’s data. Roles within the hierarchy affect access on key components such as records and reports.
Organization-wide Sharing Default (OWD)
Defines the default access level for an object’s records with organization-wide sharing settings.
Organization-wide sharing settings can be set separately for custom objects and many standard objects, including assets, campaigns, cases, and accounts and their contracts.
How long is data stored in the Recycle Bin?
Up to 15 days
Ursa Major Solar has inconsistent data in its 20,000 existing accounts and asked the system administrator to convert all of the standard country fields to ISO codes.
Which method should the system administrator use?
Records for a specified object including records in the recycle bin
A system administrator uses the Import Wizard to update existing Account records.
Which two values can the Import Wizard use to find matching records?
Account Name
Site fields
Which configuration option shows sales representatives the fields they must fill in prior to saving an opportunity?
Page Layout required fields
Lookup Filter
Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.
For example: Restrict the Account Name field on opportunities to allow only active accounts.
Data Import Wizard
The Data Import Wizard is a tool to import data for many standard Salesforce objects, including accounts, contacts, leads, solutions, campaign members, and person accounts. You can also import data for custom objects.
You can import up to 50,000 records at a time.
