Test 3 Flashcards
A workflow rule is being used to update a parent record using a cross-object field update when the related child record is modified. Which of the following are valid statements regarding the objects that are supported in cross-object field updates? (Choose 2 answers)
A. All custom objects that are children of custom objects in a master-detail relationship are supported
B. All standard objects are supported for cross-object field updates from custom objects
C. Some standard objects are supported for cross-object field updates from custom objects
D. All standard objects that are children of standard objects in a master-detail relationship are supported
A. All custom objects that are children of custom objects in a master-detail relationship are supported
C. Some standard objects are supported for cross-object field updates from custom objects
Explanation:
Cross-object field updates are supported for all custom-to-custom master-detail relationships, some custom-to-standard master-detail relationships, and select standard-to-standard master-detail relationships. Supported standard objects include Account, Contact, and Case. Examples include:
Opportunity Product updating Opportunity
Opportunity updating Account
Case Comments updating Case
Email updating Case
A user is not able to find an email template when sending an email. What could be the reason for this? (Choose 2 answers)
A. The user does not have access to the Email Template folder
B. The email template is not active
C. The email template is not marked ‘Available for Use’
D. The user does not have read/write access to the Email Template
A. The user does not have access to the Email Template folder
C. The email template is not marked ‘Available for Use’
Explanation:
For users to access and use an email template, it must be marked as ‘Available for Use’ and the user must have access to the template folder. Simply activating a template or granting read/write access does not make it available for sending emails.
Which of the following business data can be best represented by the Salesforce Case object?
A. Description of a customer feedback, problem, or question
B. A marketing project that is tracked and managed in Salesforce
C. Detailed description of a customer issue and resolution of the issue
D. A sales deal that is tracked and managed in Salesforce
A. Description of a customer feedback, problem, or question
Explanation:
A Salesforce Case represents a customer’s feedback, issue, or inquiry. A detailed issue resolution would typically be a solution, sales deals are Opportunities, and marketing projects are tracked through Campaigns.
When an Opportunity Stage is updated to ‘Closed Won’, the Sales team would like to ensure that no users except the VP of Sales can delete that Opportunity record from the system. What can the Salesforce Administrator customize to achieve this?
A. Disable the delete button on the current page layout for other users
B. Create an approval process to lock the record once the Stage field is updated
C. Create an assignment rule to assign record deletion for VP of sales
D. Create a dynamic action with a filter for the Opportunity Stage and role
D. Create a dynamic action with a filter for the Opportunity Stage and role
Explanation:
Dynamic actions can be configured in the Lightning App Builder to conditionally display the Delete button based on field values and user roles. In this case, the button can be shown only if the Opportunity Stage is ‘Closed Won’ and the user is in the VP of Sales role. Approval processes and assignment rules are not designed to manage record deletion permissions.
A Salesforce consultant working for Cosmic Solutions has configured Gmail Integration to improve the productivity of the sales reps who use Google Calendar to manage events. Information about the events they attend should be stored in Salesforce. Which of the following capabilities are available for manually logging events from Gmail to Salesforce? (Choose 3 answers)
A. Matching contact records are automatically selected if Salesforce is set up for shared activities
B. Both recurring and nonrecurring events can be logged manually
C. Attendees are captured on the Salesforce event record when an event is manually logged
D. An event can be manually logged to one lead record
E. An event can be manually logged to up to 15 internal users at the same time
A. Matching contact records are automatically selected if Salesforce is set up for shared activities
C. Attendees are captured on the Salesforce event record when an event is manually logged
D. An event can be manually logged to one lead record
Explanation:
When Gmail Integration is used to log events manually, matching contact records are selected if shared activities are enabled. Attendees can be captured on the Salesforce event record if the field is available on the page layout. Events can be logged to a single lead record but not to internal users, and only nonrecurring events can be logged.
Flex Corporation has offices in the US, Europe, and Asia. It has two sales directors: Sales Director – Europe and Sales Director – Global. The Sales Director for Europe should have access to the German, French, and UK accounts, which are all under the European region. The Global Sales Director should have access to the HQ, US, and Asia accounts but not the European accounts. How can this be set up? (Choose 2 answers)
A. Create a sharing rule on Accounts
B. Create a role hierarchy where the Global Sales Director role is not at the top of the hierarchy or above the Sales Director for Europe
C. Deselect ‘Grant Access Using Hierarchies’ option for the Account object in Sharing Settings
D. Ensure that the sharing setting of Accounts is set to ‘Private’
B. Create a role hierarchy where the Global Sales Director role is not at the top of the hierarchy or above the Sales Director for Europe
D. Ensure that the sharing setting of Accounts is set to ‘Private’
Explanation:
Setting the sharing model for Accounts to Private ensures that users can only see records they own or are shared with. To prevent the Global Sales Director from automatically getting access to European accounts, their role should not be above or in the same branch as the European Sales Director. This way, access isn’t granted via hierarchy.
Which of the following are required to model a many-to-many relationship between two custom objects? (Choose 2 answers)
A. Lookup relationship
B. Master-detail relationship
C. Junction object
D. Hierarchical relationship
B. Master-detail relationship
C. Junction object
Explanation:
To model a many-to-many relationship in Salesforce, you need a junction object, which is a custom object that connects two others via two master-detail relationships. This ensures that both connections are required and that the child (junction object) inherits sharing and ownership from the master objects. Lookup relationships are not mandatory and cannot enforce such requirements. Hierarchical relationships apply only to the User object.
Sam has created a matching rule on the Contact object to detect duplicates. What is true in this situation? (Choose 2 answers)
A. Nothing will happen unless a duplicate rule is defined that uses the matching rule
B. Only one duplicate rule can be active at one time
C. Duplicate contacts will be blocked or allowed based on the setting in the Duplicate Rule
D. Only one field can be used for matching in the matching rule
A. Nothing will happen unless a duplicate rule is defined that uses the matching rule
C. Duplicate contacts will be blocked or allowed based on the setting in the Duplicate Rule
Explanation:
A matching rule by itself doesn’t take action—it must be tied to a duplicate rule. Multiple duplicate rules can be active at the same time for the same object, and each rule can use multiple fields to determine duplicates. The duplicate rule defines whether duplicates are blocked or allowed.
The CIO of a technology company has directed the Salesforce Administrator to enable single sign-on with delegated authentication for the org. Which of the following are the benefits of delegated authentication? (Choose 2 answers)
A. It can make the login page private and accessible only inside a corporate firewall
B. It applies to all users once enabled
C. It can be configured to use a stronger form of user authentication, such as integration with a secure identity provider
D. It allows the sending of authentication and authorization data between affiliated but unrelated web services
A. It can make the login page private and accessible only inside a corporate firewall
C. It can be configured to use a stronger form of user authentication, such as integration with a secure identity provider
Explanation:
Delegated Authentication SSO connects Salesforce with a specific authentication method like LDAP. It can be configured at the permission level for selected users, not all users. It enables stronger authentication methods and can restrict login access behind a corporate firewall. Sending auth data between unrelated services is a Federated Authentication feature, not Delegated.
A Salesforce administrator in an org with thousands of account records needs to implement lookup filters on several fields on the Account object. Which of the following are true regarding lookup filters in Lightning Experience? (Choose 2 answers)
A. Lookup filters can reference fields on records related to the target object
B. Lookup filters are still required in Lightning Experience even if they are specified as optional
C. Lookup filters are not required in Lightning Experience if they are specified as optional
D. Lookup filters cannot reference fields on the target object
A. Lookup filters can reference fields on records related to the target object
B. Lookup filters are still required in Lightning Experience even if they are specified as optional
Explanation:
In Lightning Experience, all lookup filters act as required—even if marked as optional in Classic. Users can only select values that meet the filter criteria. Additionally, lookup filters can reference fields on the source object, target object, and even related records.
Which statement about Case Assignment Rules is correct? (Choose 1 answer)
A. The assignee automatically gets an email notification when the case is assigned to them
B. A case assignment rule can consist of multiple rule entries
C. A case can be assigned to a user, queue or role
D. Multiple assignment rules can be active
B. A case assignment rule can consist of multiple rule entries
Explanation:
Only one case assignment rule can be active at a time. Each rule can have multiple rule entries, which determine how cases are assigned. Cases can only be assigned to a user or a queue—not a role. Email notifications only occur if an email template is defined for the rule.
Which of the following can be synced between Salesforce and Microsoft Exchange using Lightning Sync? (Choose 2 answers)
A. Contacts
B. Emails
C. Cases
D. Events
A. Contacts
D. Events
Explanation:
Lightning Sync supports syncing Contacts and Events between Salesforce and Microsoft Exchange.
Emails cannot be synced via Lightning Sync—they can only be related to records that support activities (like Contacts or Cases).
Cases are not directly synced by Lightning Sync either.
In Lightning Experience, when creating an event with the “Attendees” field on the Event page layout, which of the following can a sales rep add as attendees? (Choose 3 answers)
A. Leads
B. Contacts
C. Campaign Members
D. Business Accounts
E. Users
A. Leads
B. Contacts
E. Users
Explanation:
In Lightning Experience, Leads, Contacts, and Users can be added as attendees on events.
Campaign Members and Business Accounts cannot be added as attendees.
Business Accounts are considered organizations, while Events only support attendees at the individual level.
