Security and Data Management Scenarios Flashcards
The Executive Team at Ursa Major Solar is exploring ways to increase protection of the organization’s Salesforce data from unauthorized access. It has been proposed to leverage the Trusted IP Ranges feature.
What is a benefit of entering Trusted IP ranges in the network access section?
USERS WHO LOG IN WITHIN THE NETWORK ARE NOT REQUIRED TO VERIFY THEIR IDENTITY
Users logging in via the company network, a trusted IP range, are not required to verify their identity.
Ursa Major Solar uses a hybrid sharing model where contacts and accounts are read only and opportunities and cases are private. The Account Executive (AE) team owns all the accounts. Some contacts are owned by AEs, and other contacts are owned by support reps.
How should the system administrator ensure the AEs can edit all the contacts associated with their accounts, no matter who owns the contact?
SELECT THE EDIT ALL ASSOCIATED CONTACTS OPTION FOR THE AE ROLE IN THE ROLE HIERARCHY.
The Role Hierarchy menu has a checkbox to allow editing of all associated contacts option.
The password policy in Ursa Major Solar’s org shows that the length of time until passwords expire is 60 days. However, sales reps are complaining that their passwords expire every 30 days.
Where should the system administrator change the password expiration period for the sales rep users?
PROFILES ASSIGNED TO THE USERS
Since the issue is affecting users with the same profile, the password expiration should be adjusted for the profile used by the sales reps.
Ursa Major Solar’s vice president of global Sales has requested that the sales rep commission report be visible to the executive team.
How should the system administrator provide visibility to the sales rep commission report to the executive team only?
SAVE THE REPORT IN A FOLDER SHARED WITH THE EXECUTIVE TEAM.
Access to folder contents can be controlled based on roles, permissions, public groups, and license types.
Ursa Major Solar regularly imports accounts from an external order system that has its own ID field for each record.
What should the system administrator do to help prevent duplicates during these imports?
CREATE A UNIQUE EXTERNAL ID FIELD ON ACCOUNTS IN SALESFORCE FOR MATCHING.
Creating a unique external ID field on accounts would guarantee no duplicates from an external order system.
The sales operations team at Ursa Major Solar needs to import and export accounts, contacts, opportunities, and orders.
Which profile permissions do the sales operation team need to be able to perform this task? (Choose two answers.)
API ENABLED
To use the Data Loader for importing and exporting accounts, contacts, opportunities, and orders the profile permissions need API enabled.
MODIFY ALL FOR THOSE OBJECTS
The Modify All setting on accounts, contacts, opportunities, and orders objects means users with this permission can view, edit, and delete all records regardless of sharing. This meets the need of importing and exporting on just the stated objects.
The director of operations at Ursa Major Solar has noticed that when sales reps move opportunities to the closed stage, they don’t always fill in the product installation date. When the date is not logged, the operations team has to reach out to the sales rep to confirm the installation date. The director of operations has requested that sales reps not be able to close an opportunity without first logging the product installation date.
Which feature allows Ursa Major Solar to require a value in the product installation date, a custom date field, when the opportunity stage changes to Closed?
VALIDATION RULE
Validation rules can be used to make fields conditionally required based on the opportunity stage.
The VP of marketing at Ursa Major Solar loaded leads into the org and now realizes they need to be deleted. The VP has asked the system administrator to delete them.
Which best practices are recommended prior to mass-deleting records? (Choose two answers.)
SCHEDULE A WEEKLY DATA EXPORT AND DOWNLOAD THE BACKUP ZIP FILES.
Scheduling a weekly data export and downloading the backup zip file is a best practice. This is recommended just in case the system administrator accidentally deletes leads beyond the expected.
RUN AND EXPORT A REPORT TO ARCHIVE DATA BEFORE DELETION.
Running and exporting a report to archive data before deletion is a best practice. This is recommended just in case the system administrator accidentally deletes leads beyond the expected.
