SFDC Admin - Set 1 Flashcards
Support agents are spending too much time finding resources to solve customer cases. The agents need a more efficient way to find documentation and similar cases form the Case page layout.
How should the admin meet this requirement?
A. Use an interview flow to capture Case details
B. Configure Knowledge with articles and data categories
C. Create a custom object to capture popular case resolutions
D. Direct users to Global Search to look for similar cases
B. Configure Knowledge with articles and data categories
Users are only allowed to see opportunities they own. Leadership wants an enterprise-wide dashboard of all open opptys so that users can see how the company is performing at any point in time.
How should an admin create the dashboard without changing any sharing settings?
A. Add a filter to the dashboard to filter the opptys by owner role
B. Create a dashboard with the running user set as someone who can see all opptys
C. Update the dashboard folder settings to the manager for the sales reps role
D. Build individual dashboards for profiles that need to see the enterprise results.
D. Build individual dashboards for profiles that need to see the enterprise results.
Which TWO solutions could an administrator find on the AppExchange to enhance their organization?
Components, Consultants
Other: Apps, Bolt Solutions, Lightning Data, Flow Solutions
Help Support team with report folders. They want a folder called Support Reports and two folders underneath called Helpdesk and R&D. The Support organization uses public groups for support agents, R&D, and Managers. Support agents should be able to run Helpdesk reports, but should not be able to view R&D reports. Support managers should be able to view and edit all reports.
Which TWO ways should these folders be shared?
Share the Support Reports folder with Support Managers with Edit Access
Share the Helpdesk folder with Support Agents with View Access
A sales rep has left the company and an admin has been asked to re-assign all their accounts and opportunities to a new sales rep and keep the teams as is.
Which tool should an administrator use to accomplish this?
Mass Transfer Tool
Want to encourage employees to choose secure and appropriate passwords for their Salesforce Accounts.
Which three password policies should an admin configure?
Num of days until expiration
Password complexity requirements
Maximum invalid login attempts
There is a screen flow with two questions on the same screen, but only one is necessary at a time. The admin has been asked to show only the question that is needed.
How should the administrator complete this?
Use conditional visibility to hide the unnecessary question.
An admin wants to deactivate a user who has left the company.
What are two reasons that would prevent a user from being deactivated?
The user is part of a territory hierarchy.
The user in assigned in a workflow email alert.
The admin had created a custom report type and built a report for the sales operations team. However, none of the users are able to access the report.
Which two options could cause this issue?
The user’s profile is missing View access
The report is saved in a private folder
Which tool should an admin use to identify and fix potential session vulnerabilities?
Security Health Check
An admin creates a custom text area field on the Account object and adds it to the service team’s page layout. The service team manager loves the addition of this field and wants it to appear in the highlights panel so that the service reps can quickly find it when on the Account page.
In the Account object manager, create a custom compact layout
