Standard + Custom Objects (14%) Flashcards
The Service Operations Director of Cosmic Service Solutions would like the picklist values of the “Status” field on the Case object modified. What options are available to modify the standard field? Choose 3
A.) The values can be reordered
B.) Additional values can be added
C.) The standard values can be deleted
D.) Additional values cannot be added, but standard values can be deleted
E.) New values can be added, but standard values cannot be deleted
A.) The values can be reordered
B.) Additional values can be added
C.) The standard values can be deleted
Which of the following can be added to a custom page layout? Choose 1
A.) Custom fields
B.) Workflow rules
C.) List views
D.) Validation rules
A.) Custom fields
List views can be created for an object, but are not added to the page layout. Validation rules can be created for an object, but do not apply to a page layout.
The support team requested the admin to create a second email field for capturing an additional custom email address. After 6 months the support team found that the field was not used and would like to delete it. What is true about deleting custom fields? Choose 2
A.) Custom Fields cannot be deleted if there are any references to them
B.) Custom fields cannot be deleted, they can only be deactivated
C.) If a custom field has been deleted, the field, its data and the field history can be restored for a limited time
D.) If a custom field has been deleted, the field and data can be restored but not field history
A.) Custom Fields cannot be deleted if there are any references to them
C.) If a custom field has been deleted, the field, its data and the field history can be restored for a limited time
A custom field can be deleted if there are no references to it. Validation rules, formula fields, workflows, processes and Apex code can refer to a custom field, causing an attempted deletion to fail. A deleted field, its data, and the field history can be restored within 15 days from the data of delete until it is permanently deleted (manually or after 15 days). Restoring a deleted custom field will also restore the field history data.
A user created a new list view and wants to share it with a colleague. Which of the following is true about the list view options that will be available for the user to select? Choose 1
A.) It depends on whether the user creating the list view has the necessary permission either through their profile or a permission set
B.) Only the person creating the list view can access it
C.) The list view can be made available to all users
D.) It can be made visible to the person creating the list view, all users, public groups, and certain roles
A.) It depends on whether the user creating the list view has the necessary permission either through their profile or a permission set
If a user creating a list view has the “Manage Public List Views” permission, either through their profile or a permission set, they can make the list view available to themselves, certain public groups, and specific roles.
Which of the following cannot be associated with Work Orders? Choose 1
A.) Other Work Orders
B.) Case, Account, and Contact
C.) Asset, Entitlements, and Service Contracts
D.) Solutions
D.) Solutions
Work Orders can be associated with Accounts, Assets, Cases, Contacts, Entitlements, Service Contracts and other Work Orders. They can also be related to other standard and custom objects with custom relationships. Knowledge articles can be attached to work orders and work order line items.
The custom object Job needs several custom fields added because of an HR request. What is true regarding custom fields? Choose 1
A.) Custom fields can be added to standard or custom objects
B.) Once added, the field type of a custom field cannot be changed
C.) Custom fields can only be added to custom objects
D.) Once added, custom fields cannot be deleted
A.) Custom fields can be added to standard or custom objects
Custom fields can be added to standard or custom objects. Once added, the can be modified as required.
In the opportunity record, the admin needs to display the name of the parent account related to an account that is associated with the opportunity. How can this be accomplished? Choose 1
A.) Create a custom field for the parent account name and use a workflow field update to update it with the parent account name
B.) Create a custom field with a dependent lookup filter on account
C.) Add a custom field with an account lookup
D.) Create a cross object formula field to reference the parent account name
D.) Create a cross object formula field to reference the parent account name
A cross-object formula field can be created on the Opportunity object to display the parent account. Cross-object formula fields can reference fields up to 10 levels away.
Creating a custom field on the Account object to store the parent account is not necessary as the standard parent Account field is available for this use case.
Cosmic Solutions would like to make different information visible to employees in different divisions. how can record types be used for this requirement? Choose 3
A.) Different Lightning record pages can be displayed for different record types
B.) Different picklist values can be displayed for different record types
C) Different apps can be displayed for different record types
D.) Different page layouts can be displayed for different record types
E.) Different records can be displayed using custom criteria for different record types
A.) Different Lightning record pages can be displayed for different record types
B.) Different picklist values can be displayed for different record types
D.) Different page layouts can be displayed for different record types
Record types can be used to display different page layouts and picklist values for different types of record. In Lightning Experience, Lightning record pages can be assigned to different record types in the Lightning App Builder, using the “Assign to Apps, Record Types or Profiles” tab. Record types cannot be used to display different apps to users. It is also not possible to specify custom criteria in a record type to make different records visible to users.
Megan, an admin, has very limited time to set up a new org for her business. Which of the following are standard applications available out-of-the-box that she can immediately customize and deploy to profiles? Choose 3
A.) Orders B.) Sales C.) Marketing D.) Logistics E.) Service
B.) Sales
C.) Marketing
E.) Service
The support director of Cosmic Service Solutions has asked the admin to add a filter to the “contact” field on case records. The field should only allow contacts to be selected if they are associated with the account in the “Account Name” field. What is the best way to meet this requirement? Choose 1
A.) Create a dependent lookup on the contact field that reference the account field
B.) Create a validation rule that checks whether the contact is related to the account on the case
C.) Create a picklist for an account and one for contact and make them dependent
D.) Is it not possible to restrict contacts in that way
A.) Create a dependent lookup on the contact field that reference the account field
Dependent Lookups allow a lookup to have a filter that references another field on the same object. In this case, the contact lookup would reference the account name field. Since the account name field already exists in the case record page layout, creating a picklist on the account is unnecessary and will not satisfy the requirement. Validation rules are used to restrict saving records that do not meet certain criteria.
The admin needs to prevent further changes to a record when the status field is updated to “Archived”. How could this be accomplished? Choose 1
A.) Create a validation rule using the “ISCHANGED” function to prevent further changes
B.) Create a custom Visualforce page that overrides the existing page layout based on a condition in the markup.
C.) Create a validation rule using the “PRIORVALUE” function to prevent further changes
D.) user Process Builder and Flow to dynamically change the access level of the record based on the value of the “Status” field.
C.) Create a validation rule using the “PRIORVALUE” function to prevent further changes
A validation rule that users the “PRIORVALUE” function can be used to prevent further changes to a record when the value of the “Status” field on the record is set to a specified value. The record will not be saved if it fails any of the validation rules.
There is a requirement to link an Opportunity record type to a process. Which process should the admin attach this to in order to meet this requirement? Choose 1
A.) Sales Process
B.) Solution Process
C.) Support Process
D.) Lead Process
A.) Sales Process
Sales Process is for Opportunities, Solutions process is for Solutions, Lead Process is for Leads, and Support Process is for Cases
What does a page layout control when a user views or edits a record? Choose 3
A.) Fields that appear
B.) Buttons that appear
C.) Related lists that appear
D.) Permissions to edit a record
A.) Fields that appear
B.) Buttons that appear
C.) Related lists that appear
Which of the following types of field can be used as the controlling field in a field dependency? Choose 2
A.) Formula Field
B.) Custom Multi-Select Picklist
C.) Standard Checkbox
D.) Custom Picklist
C.) Standard Checkbox
D.) Custom Picklist
The following types of fields can be the controlling field in a field dependency: Standard Checkbox, Custom Checkbox, Standard Picklist, and Custom Picklist
John Smith, A Director at ACME, volunteers at “Girls Who Code” to fulfill the Acme corporate responsibility mission. However, this creates a duplicate contact entry for John Smith - as a Director on the Acme account and as an Executive Facilitator on the “Girls Who Code” account. What can an admin do to deal with with issue?
Choose 1
A.) Use Visualforce to flag the duplicate entry. The flag would indicate that the duplication is not an error but is required to maintain data integrity.
B.) Enable the “Contacts to Multiple Accounts” feature. Add john Smith in the Related Contacts list on the GWC Account record. Ensure that Acme is recorded in the account field on John Smith’s contact record.
C.) Hide John Smith’s contact record from the Related Contacts list on GWC’s Account page layout.
D.) Create two Record Types - for Acme and GWC respectively. Show John Smith as Director in Acme’s Record Type and John Smith as Executive Facilitator in GWCs Record Type
B.) Enable the “Contacts to Multiple Accounts” feature. Add john Smith in the Related Contacts list on the GWC Account record. Ensure that Acme is recorded in the account field on John Smith’s contact record.
By enabling the “Contact to Multiple Accounts” feature, one contact can e related to multiple accounts without creating duplicate records.
The Service Manager gives a requirement to the admin to track the user and date/time when the status of a case record is changed. How can the admin accomplish this? Choose 1
A.) Create a workflow field update that is triggered when the case status field is updated
B.) Enable Field Value Recording on the case object
C.) Enable Field History Tracking on the case status field and add the History related list to the case page layout
D.) Enable Field Value Tracking on the case status field to ensure user tracking
C.) Enable Field History Tracking on the case status field and add the History related list to the case page layout
Field History Tracking can be enabled on up to 20 standard and custom fields on an object
When defining a record type, which of the following can be configured for different types of records? Choose 3
A.) Page layouts B.) Approval Processes C.) Profiles D.) Paths E.) Picklist values
A.) Page layouts
D.) Paths
E.) Picklist values
Record types allow you to define different picklist values, Paths, and page layouts. Record Types can be assigned to profiles but they do not control profiles or approval processes
Global Insurance has recently switched to Lightning Experience. The sales manager would like the sales reps to be trained on how the Sales Path functionality works before they start using it. What can be done to ensure that it does not display on the opportunity record page until sales reps have been trained to utilize it? Choose 2
A.) Create and activate a new opportunity record page in Lightning App builder, and assign it only to the sales reps until the end of the training
B.) Modify the existing opportunity record page and remove the Sales Path component using Lightning App Builder
C.) Modify the properties of the Sales Path component on the opportunity record page and set it to hidden
D.) Record pages cannot be modified in Lightning Experience
A.) Create and activate a new opportunity record page in Lightning App builder, and assign it only to the sales reps until the end of the training
B.) Modify the existing opportunity record page and remove the Sales Path component using Lightning App Builder
It is possible to modify record pages using Lightning App Builder. There are two ways to ensure that the sales reps do not see the Sales Path functionality on the opp record page:
- ) The Lightning App Builder can be used to modify the existing record page and remove the Sales Path component until the training is complete
- ) A new opp record page can be created without the Sales Path component, activated and assigned only to the sales reps until the end of the training so that other users of the org continue to view the component in the meantime using the existing record page.
There is no property to set the Sales Path component to be hidden
Josh Davis is the Warehouse Management Director at Express Logistics and Transport. He is also a partner at 123 Warehousing. Express Logistics and Transport is the account found on his contact record details page but his contact record is also related to the 123 Warehousing account. How would this be represented in SFDC if “Contacts to Multiple Accounts” is enabled? Choose 1
A.) Josh would be a direct contact at Express Logistics and Transport and indirect contact at 123 Warehousing
B.) Josh would be an affiliated contact at both organizations
C.) Josh would be the indirect contact at Express Logistics and Transport and direct contact at 123 Warehousing
D.) Josh would be a direct contact at both Express Logistics and Transport and 123 Warehousing
A.) Josh would be a direct contact at Express Logistics and Transport and indirect contact at 123 Warehousing
The primary account field found on the contact record details page is where the contacts will be a direct contact. In the Related Accounts related list, a contact can be made an indirect contact to another account if the “Contacts to Multiple Accounts Settings” is enabled.
After consulting with the HR manager, the admin needs to add several custom fields to the Employee object. What are the basic steps when adding a new custom field? Choose 1
A.) Choose field label, select field type, set sharing rules, select page layouts
B.) Choose field type, enter field details, set sharing rules, select field level security
C.) Choose field label, select field type, selected field level security, select record types
D.) Chose field type, enter field details, set field level security, select page layouts
D.) Chose field type, enter field details, set field level security, select page layouts
Which of the following defines a case in SFDC? Choose 1
A.) Description of a customer feedback, problem, or question
B.) A marketing project that is tracked and manged in SFDC
C.) A sales deal that is tracked and managed in SFDC
D.) Detailed description of a customer issue and resolution of the issue
A.) Description of a customer feedback, problem, or question
Your company has just opened a new line of business. This new line, Small and Medium Business (SMB), joins their Enterprise line. They plan to record different information of each type of account. Sales reps will either be assigned to work on SMB or Enterprise accounts. Which of the following steps should be taken? Choose 2
A.) Change field level security on SMB specific fields to restrict access
B.) Create a new record type for SMB Accounts and assign it to the profile of the appropriate sales rep
C.) Add a picklist field to distinguish SMB and Enterprise Accounts
D.) Create a new page layout for SMN Accounts and assign it to the profile of the appropriate sales rep
B.) Create a new record type for SMB Accounts and assign it to the profile of the appropriate sales rep
D.) Create a new page layout for SMN Accounts and assign it to the profile of the appropriate sales rep
An admin for Universal Rentals sets up a case assignment rule with two criteria. What happens if a case does not meet either of the assignment rule criteria? Choose 1
A.) The case is assigned to the default queue
B.) The case is assigned to the default case owner
C.) The case is assigned to the admin
D.) The case is not assigned to an owner
B.) The case is assigned to the default case owner
If it does not meet criteria, it is assigned to the default case owner which can be a user or queue.
An admin is considering deleting a custom text field on the Account object that is thought to be no longer needed. What is true regarding a deleted field? Choose 1
A.) It can be recovered within 15 days of deletion
B.) It can be recovered at any time
C.) It can be recovered within 30 days of deletion
D.) It can never be recovered
A.) It can be recovered within 15 days of deletion
The standard field called “Account Site” is not required by the users of an organization. How can an admin ensure that users would not be able to access this field when they view account records? Choose 3
A.) Use field level security to make the field hidden for all the profiles
B.) Remove the field from the page layout
C.) use the “Field Accessibility” page in Setup to restrict the field’s visibility
D.) Delete the field from the Account object
E.) Change the field type
A.) Use field level security to make the field hidden for all the profiles
B.) Remove the field from the page layout
C.) use the “Field Accessibility” page in Setup to restrict the field’s visibility
Users have complained that the columns in the “Recently Viewed” list view of a new custom object called “Item” do not match the columns in the “All Items” list view that was created by the SFDC admin. What can the admin do to resolve this? Choose 1
A.) Modify the list view layout of the object
B.) Modify the page layout of the object
C.) Modify the search layout of the object
D.) Modify the recent view layout of the org
C.) Modify the search layout of the object
Search layouts can be used to modify the fields displayed in the “Recently Viewed” list view of an object’s home page. A page layout is used to specify the fields displayed on detail and edit page of objects. There is no recent view layout. A list view can be edited to modify the fields displayed in that particular list view, but it cannot be edited to change the fields displayed in the “Recently Viewed” list view.
An admin is tasked with ensuring better data quality in the org and is considering implementing universally required fields. What is true regarding universally required fields? Choose 3
A.) The field is automatically added to all page layouts
B.) The field cannot be hidden
C.) Required fields can be applied to text, number and picklist fields
D.) Field level security overrides required fields
A.) The field is automatically added to all page layouts
B.) The field cannot be hidden
C.) Required fields can be applied to text, number and picklist fields
Custom text, number and picklist fields can be made required at the field level. Field level security does not override universally required fields; universally required fields are editable on all page layouts for all profiles. They are also automatically added to the end of the first section of a page layout if not already on it.
John Foster is an admin at Global Support Inc. The support team reported to him an issue that every time they open a case from an account they need to fill all the account-related field information such as Account Owner, owner Email, and Account Address manually. What should John do to automate this process? Choose 1
A.) Create a Workflow rule to copy the required Account fields
B.) Create Formula fields to retrieve the required Account information
C.) Create a Validation rule to copy the required Account fields
D.) Create a Case assignment rule to copy the required Account fields
B.) Create Formula fields to retrieve the required Account information
Formula fields are the preferred choice when child record fields need to be populated with the parent record field information.
