Setup and Objects Scenarios Flashcards
Solar components and systems supplier, Ursa Major Solar wants to ensure that the information is up to date on their Company Information page in Salesforce.
Which set of information can an administrator specify in the Company Information page?
ORGANIZATION NAME,
DEFAULT TIME ZONE, and
DEFAULT LANGUAGE
The Organization Name, Default Time Zone, and Default Language are all found on the Company Information page.
Ursa Major Solar wants to ensure that all of its locale settings are up to date and consistent in the Salesforce system. The administrator is going through the process of making updates and configuring parameters for this information.
Which two sets of parameters are configured using Locale settings? (Choose two answers.)
TIME AND NUMBER DISPLAY FORMAT
Time and Number Display Format is universal within each locale.
FIRST/LAST NAME AND DATE FORMAT
First/Last Name and Date format are universal within each locale.
The VP of sales has changed the naming convention for opportunities to make it more uniform across the company. The sales manager wants to update multiple opportunity names for his sales team in Europe using his “Team Europe” list view in Salesforce.
Which user interface settings should be used to allow users, with all required profile permissions, to edit records in List Views? (Choose two answers.)
ENABLE INLINE EDITING
Enable Inline Editing allows mass editing of a record’s fields straight from a list view. Note that this can be done on team list views that are predefined to contain only one record type.
ENABLE ENHANCED LISTS
Enable Enhanced Lists gives you the ability to quickly view, customize, and edit list data to speed up your daily productivity.
A new hire at Ursa Major Solar has joined the customer service team to interact with customers and handle cases. This user needs access to the Service Console to manage the cases and customer information.
What should an administrator do to assign a Service Cloud user license to a new user?
ENABLE SERVICE CLOUD USER ON THE USER RECORD DETAIL PAGE.
Feature licenses such as Service Cloud User or Marketing Cloud User can be found on the user profile page. These licenses enable features in addition to the User Licenses, such as the Salesforce User License.
Ursa Major Solar, a medium-size, Southwest-based supplier of solar components and systems, is growing internationally. An administrator receives details of a new hire in the Tokyo office who requires access to the Salesforce organization.
Which two requirements should the administrator consider when creating a new user in a production Salesforce org? (Choose two answers.)
USERNAMES MUST BE UNIQUE ACROSS ALL PRODUCTION SALESFORCE ORGS.
All usernames must be unique across all production orgs. If a company has a standard email domain (which is used as a username), an administrator needs to add an additional identifier in the email to make it unique.
USERNAMES MUST BE IN THE FORM OF AN EMAIL ADDRESS.
All usernames must be in the form of an email address but do not need to be an actual email.
A new employee is trying to login to Salesforce, but is having trouble and getting login error messages. He reaches out to the Salesforce admin for help.
What should the administrator do first to troubleshoot login error messages?
CHECK THE USER’S LOGIN HISTORY RELATED LIST ON THE USER RECORD.
The administrator should start by checking the login history related list to get an understanding of what is causing the login issue.
The administrator is notified that one of Ursa Major Solar’s employees is going on leave for a few weeks. Ursa Major Solar does not want the employee logging in to Salesforce while on leave.
What should the administrator do to prevent a user from logging into Salesforce temporarily?
FREEZE THE USER’S ACCOUNT.
You would freeze the user’s account. The license is still in use, but the user is not able to log in. When the employee returns from leave, you can simply unfreeze the account.
The administrator is asked to deactivate the Salesforce user account for an employee who has recently left the company.
When a user account is deactivated, what happens to the associated license?
THE LICENSE BECOMES AVAILABLE FOR REASSIGNMENT.
When a user license is deactivated, it’s available to be reassigned to another employee in the company.
The VP of sales at Ursa Major Solar wants to take a look at all of the sales deals that are currently in play for the Sales team to determine how well they’re tracking toward their goal for quarter end.
Which standard object stores information about sales deals?
OPPORTUNITIES
Opportunities are sales deals in progress. Track progress by moving each opportunity through a series of business milestones called stages, like Prospecting, Proposal Sent, Negotiation, and Contract Signed. The goal is to “win” the opportunity, or move it to a final stage that represents a successful outcome for your business.
A sales team member at Ursa Major Solar wants to view information related to one of their accounts to have a 360-degree view of the customer.
Which two standard objects are related to account records? (Choose two answers.)
CASES
Cases is a standard object related to an account.
OPPORTUNITIES
Opportunities is a standard object related to an account.
The marketing manager at Ursa Major Solar wants to run a marketing campaign for their upcoming event called the Ray-a-thon. The manager wants to capture as much information as possible from the campaign in Salesforce.
Which three objects have a relationship with a Campaign? (Choose three answers.)
LEAD
You can find the campaign related list on the Lead object. A company’s campaigns typically target prospective customers (leads). Associate contacts and leads with campaigns as campaign members.
CONTACT
A company’s campaigns typically target existing customers (contacts). Associate contacts and leads with campaigns as campaign members.
OPPORTUNITY
Opportunities are related to campaigns, and they can track which opportunities were created as a result of various campaigns.
Ursa Major Solar needs a field that reflects account size based on the standard field, number of employees.
Which formula function should an administrator use to evaluate different results based on a specific condition with multiple outcomes?
IF
IF determines if expressions are true or false. It returns a given value if true and another value if false. This is correct because you can string together multiple IFs to evaluate a specific condition with multiple outcomes.
The sales managers at Ursa Major Solar want opportunities, not updated in the past 30 days, to be flagged automatically.
How should an administrator implement this requirement?
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.
Adding a formula field to display a red flag if it has been at least 30 days since the last update would meet this requirement.
The Ursa Major Solar CEO does not want to see the list of contacts when viewing an account page but still needs to access contact records.
How should the administrator configure this?
CREATE AN ACCOUNT PAGE LAYOUT WITHOUT THE CONTACTS RELATED LIST.
Removing the Contacts Related list from the account page layout would prevent the user from seeing contacts on the account page, but they would still have access to contact records.
The VP of sales at Universal Containers wants to ensure that there is a consistent, color-coded report to track picklist values easily from the stage field on an opportunity.
How should an administrator ensure that a picklist field’s values display in consistent colors on all reports? (Choose two answers.)
UPDATE THE PICKLIST FIELD AND SET THE COLOR FOR EACH VALUE.
Picklist values can be assigned fixed colors to all values.
CREATE A FORMULA FIELD THAT DEFINES THE COLOR FOR EACH VALUE.
Formula fields using the IMAGE function can be defined for each value in the picklist.
