Study Guide Questions Part 2 Flashcards
Northern Trail Outfitters has hired interns to enter Leads into Salesforce and has requested a way to identify these new records from existing Leads.
Define a record type and assign it to the interns
Northern Trail Outfitters has requested that when the Referral Date field is updated on the custom object Referral Source, the parent object Referral also needs to be updated.
Which automation solution should an administrator use to meet this request?
Process Builder
The Administrator at Cloud Kicks need to automatically route support cases, regardless of how they are created, to a queue based on case priority. What tool should the administrator use?
Assignment rules
Which tool should an administrator use to identify and fix potential session vulnerabilities?
Security Health Check
The Human resources department at Northern Trail outfitters wants employees to provide feedback about the manager using a custom object in Salesforce. It is important that managers are unable to see the feedback records from their staff.
How should an administrator configure the custom object to meet this requirement?
Define a criteria-based sharing rules
Cloud Kicks has the organization wide defaults for Opportunity set to private. Which two features should the administrator use to open up access to Opportunity records for sales users working on collaborative deals? (2)
Role hierarchy
Sharing Rules
A new Sales Rep at Ursa Major has a qualified lead that is ready for conversation. When using the Lead Conversion process, which two records can be created?
Account
Contact
Northern Trail Outfitters wants to encourage employees to choose secure and appropriate passwords for their Salesforce accounts.
Which three password policies should an administrator configure?
Maximum invalid attempts
Password complexity requirements
Number of days until expiration
The administrator are Cloud Kicks created a new field for tracking returns on their new cloud shoe. A user has submitted case to the administrator indication that the new field is unavailable.
Which two steps should an administrator do to troubleshoot this issue?
Ensure that the page layout for the user’s profile has been updated
Review the field level security of the field for the user profile
Cloud Kicks wants to track shoe designs by products. Shoe designs should be unable to be deleted, and there can be multiple designs for one product across various stages.
Which two steps should the administrator configure to meet this requirement?
Create a custom object for shoe designs
Add a custom master-detail field for shoe designs on the Product object
The administrator at Ursa Major Solar has been asked to change the work Item and Project Custom Object Relationship from a master detail to a Lookup.
Which scenario could prevent the administrator from fulfilling this requirement?
Roll up summary fields exist on the master object
DreamHouse Realty (DHR) wants a templated process with a mortgage calculator that generated leads for loans. DHR needs to complete the project within 30 days and has maxed out its budget for the year. Which AppExchange item should help the administrator to meet the request?
Flow solutions
The administrator at Cloud Kicks updated the custom object Event to include a lookup field to the primary contact for the event. When running an event report, they want to reference fields from the associated contact record.
What should the administrator do to pull contact fields into the Custom report?
Create a new report type with event as the primary object and Contact as a related object
The administrator at Ursa Major Solar has created a custom report type and built a report for sales operation 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
Cloud Kicks has a custom object called Shipments. The Company wants to see all the shipment items from an Account page. When an Account is deleted, the shipments should remain.
What type of relationship should the administrator make between Shipments and Account?
Shipments should have a lookup to Account