Setup and Object Manager

Question 1

What settings can be configured in the Locale Settings?
2 answers

Answer 1

Time and Number Display Format
First/Last Name and Date Format

Question 2

Which user interface settings should be used to allow users to edit records in list views?
2 answers

Answer 2

Enable Inline Editing
Enable Enhanced Lists
extra;
These are on by default as well as;
Enable Collapsible Sections
Enable Hover Details
These settings are found in User Interface under Translation Workbench

Question 3

When a user needs access to the Service Cloud User or Marketing Cloud User, how do you give them access?
1 answer

Answer 3

In the users profile check the appropriate box next to Service Cloud User or Marketing Cloud User
Extra;
These licenses enable features in addition to the User Licenses!
The additional Users that are also available as such are;
Offline User, Knowledge User, Flow User, Site.com Contributor User, Site.com Publisher User, and WDC User

Question 4

What are some of the requirements when setting up a new user?
2 answers

Answer 4

The Username must be unique across all Salesforce Orgs.
The Username must be in an email format, but does not have to be the same as their email address.
Extra;
The Nickname, Alias, and Last Name are required.
You must pick a User License, and Profile
If you need a custom License or Profile they must be created beforehand

Question 5

How do you prevent a user from temporarily logging into Salesforce?
1 answer

Answer 5

Freeze the User’s account

Question 6

What is the difference between freezing a user’s account and deactivating it?
2 answer

Answer 6

Freezing puts a temporary hold on their account but keeps their information and licenses.
Deactivating the user’s account frees up their license to be reassigned and removes the user’s access into Salesforce.
Extra;
Freeze a User’s account when they are going on a break/vacation/trip
Deactivate a User’s account when the user has left the company/org/resigned

Question 7

What are the benefits of using trusted IP Ranges and how do you use them?
2 part answer

Answer 7

Benefits;
Users who log in within the network are not required to verify their identity.
IP Ranges;
When at the company level; require that you provide verification of identity when logging in outside the trusted IP Range.
When at the Profile/User level; you will not be granted access into the Salesforce Org when logging in outside the trusted IP Range.

Question 8

Where should you change the password expiration period of a set of users?
1 answer

Answer 8

Profiles assigned to the User
Extra;
You can adjust the password settings in the User’s information. This will affect the single user.
Adjusting the password settings in the Profile will affect all users who have that same profile.

Question 9

How do you share report and dashboards?
1 answer

Answer 9

Folders
Extra;
The reports and dashboards can be shared to roles, permissions, public groups, and licenses depending on your sharing needs.
You grant access to View, Edit, or Manage

Question 10

What three settings can control a user’s profile?
3 answers

Answer 10

Record Type Assignment
Security at the Field-level
Assigned apps
Extra;
Profiles define how users access objects and data, and what they can do within the application.

Question 11

What are two configurations that would help reduce the number of search results?
2 answers

Answer 11

Specify the Search Filter fields for the Object’s search layout.
Reduce the number of records displayed for each object in the Search Results page.

Question 12

What are two reasons a user cannot be deactivated?
2 answers

Answer 12

The user is a recipient of Workflow Email Alerts.
The user is a Customer Community Administrator

Question 13

How can you grant access to data other than User Licenses?
2 answers

Answer 13

Profile
Permission Sets

Question 14

Why do you use Permission Sets?
2 answers

Answer 14

To give access to various tools and functions
The settings and permissions are the same as found in profiles, but permissions sets extend the user’s permissions without having to change the profiles.
Extra;
Profiles are used to limit the access of data, Permission sets are used to open them back up

Question 15

What feature allows you to view who added a field to a page layout?
1 answer

Answer 15

Setup Audit Trail

Question 16

When a case sharing model is private but you have a several people who need visibility to all cases involved in their product line, what do you need to set up to give everyone the correct access?
2 answers

Answer 16

Create predefined Case Teams for each group/product line.
Assign the teams using Case Assignment Rules

Question 17

Explain Organization-Wide Sharing Defaults or OWD
3 answers

Answer 17

Are found in Sharing Settings.
Defines the default access level for object’s records.
Can be set separately for custom and standard objects.
Extra;
Is where you determine the Default Internal access and Default External access of records inside the objects.
Is another location where you can Grant Access using Hierarchies

Question 18

When you have a record type that is specifically for a Closed Won Opportunity, how would you prevent users from being able to select the record type?
1 answer

Answer 18

Remove the Record type as an Assigned record type in the User’s profiles and permission sets

Question 19

If you are unable to share a report folder, what could be the cause?
1 answer

Answer 19

The folder is private

Question 20

Explain Sharing Rules
2 answers

Answer 20

Giving particular users greater access than the OWD, by making automatic exceptions in to the OWD.
Extends sharing access to users in public groups, roles, or territories.

Question 21

Explain Role Hierarchy
3 answers

Answer 21

Opens sharing access vertically to those above you or under your management.
Sharing settings that determine the levels of access you have the higher up your are in the company.
Roles within the hierarchy affect access on key components such as records and reports.

Question 22

Which standard object is used for Sales Deals?
1 answer

Answer 22

Opportunities
Extra;
In opportunities you can track progress by moving each opportunity through a the business stages. Working your way to the end goal or stage Won ending in a successful business transaction.

Question 23

What objects are related to Account records?
2 answers

Answer 23

cases
Opportunities
Extra;
Leads are what is converted into Account/Contacts

Question 24

What objects are related to Campaigns?
3 answers

Answer 24

Lead (Campaigns target PROSPECTING Customers)
Contact (Campaigns target Existing Customers)
Opportunity (to track which Opportunities were created from the Campaign)

Question 25

Which formula function should you use to evaluate different results based on a specific condition with multiple outcomes?
1 answer

Answer 25

IF
If determines if expressions are true or false.
If returns a given value if true and another value if false.
You can string together multiple IF’s to evaluate a specific condition with multiple outcomes.

Question 26

Opportunities that have not been updated in the past 30 days needs to be flagged automatically. How would you automate this?
1 answer

Answer 26

Create a formula field to calculate the time since last update and display an image of a red flag if it meets the defined criteria.

Question 27

When a user does not want to see a related list on a page layout but still needs access to the related records, what configuration could you make?
1 answer

Answer 27

Create a page layout without the related list and assign it to the user.
This will remove the list from their view without affecting their access/visibility to the records themselves.

Question 28

When wanting to have the Stage Field values color-coded on reports for easily tracking the picklist values, what should you do?
1 anwer

Answer 28

Update the picklist field and set the color for each values.

Question 29

The Finance team wanting to track Payments on an Opportunity Related List. Only the Finance team should view the related list, however all users should be able to view the Invoice Payment reports. What would you do to make sure everyone can see what they need?
1 answer

Answer 29

Create a new page layout and profile for the finance team.
This would allow only the finance team to see the page layout with the related list, and all users to view the Invoice Payment reports.

Question 30

The marketing team wants a chart added to the home page specific to their lead generation. What do you need to update and where?
1 answer

Answer 30

Update the marketing team’s home page in the Lightning app builder.

Question 31

You updated the a team’s project page with new fields and dynamic components, however refreshing the page did not show the updates. What do you need to do to troubleshoot the problem?
1 answer

Answer 31

Confirm the page is activated in the lightning app builder.

Question 32

Why are you unable to edit the Created Date field on records?
1 answer

Answer 32

It is a System Audit field that is Read-Only for those records.
You can log a case to get the fields changed. It is a longer process.

Question 33

With the need to have the credit card number field protected, what do you need to do to provide the necessary security?
2 answers

Answer 33

Create and Encrypted Text field.
Update Field-Level Security settings.

Question 34

What feature allows you to maintain the same field for two different teams?
1 answer

Answer 34

Record types.

Question 35

When you have two teams that uses many of the same Opportunity fields, but needs different Stage Values. What do you need to update?
1 answer

Answer 35

Stage Selected Values for each team’s Sales Processes.

Question 36

A team wants to use a different Page Layout when closing a Case. What do you need to create?
1 answer

Answer 36

Case Close Page Layout

Question 37

Define a Formula Field
3 answers

Answer 37

A read only field whose value is evaluated from the formula or expression defined.
We can define formula fields on both standard and custom fields.
Any change in expression or formula will automatically update the value of the field.
Extra;
If you change the formula field type 80% of the time the current field information will be lost! Keep this in mind when needing to change the Formula Type.

Question 38

What are the different types of Formula Fields?
7 answers

Answer 38

Number
Currency
Percent
Date
Date/Time
Checkbox
Text

Question 39

Define Custom Objects
2 answer

Answer 39

Objects, having five standard fields.
Created by you to address users needs.

Question 40

Define a Roll-up Summary Field
3 answers

Answer 40

A custom object field that calculates values from related records or the records in a related list.
Created to display a value in a master record based on the values of fields in a detail record.
Can be defined on Maser-Detail relationships ONLY!

Question 41

Define Lookup Field
2 answers

Answer 41

A one-to-many relationship, but in this relationship, two objects has no effect on deletion or security. (Child objects are independent)
Child objects have a separate setting. If you delete the parent object, the child object remains.

Question 42

What is a Master-Detail relationship?
1 answer

Answer 42

A relationship that closely links objects together in a manner that the master record controls certain behaviours of the details and sub detail record.
Example;
Account-Expense Report, that extends the relationship to sub detail records, such as Account-Expense-Report-Expense Line Item.
This gives you access to perform operations across the Master-detail-sub detail relationship.

Question 43

What is a One-to-Many relationship?
1 answer

Answer 43

One parent object with many child objects.
(Metro cities associated with one country)

Question 44

What are the 4 forms of One-to-Many relationships?
4 answers

Answer 44

Master-detail
Lookup
Self
Hierarchical

Question 45

What is the purpose of the Lightning App Builder?
1 answer

Answer 45

Its a Point-and-click tool used to create custom pages for Salesforce Mobile app and Lightning Experience.