Test 5 Flashcards
The sales team of Cosmic Logistics uses Sales Cloud to manage team activities and support the operations of the global HR department. A custom HR application has been created in Salesforce for the HR team. The CTO of the company does not want the sales team to access the HR application and the tabs created for it. Which security control measures should the Salesforce Administrator use for the requirement?
Choose 2 answers.
A. The sales team profile should not have object-level and field-level access for the objects in the HR application.
B. The ‘Visible’ checkbox should be unchecked for the HR application in the sales team profile.
C. The sharing settings for the objects in the HR application should be set to ‘Private’ for the sales team profile.
D. The HR application should be set to ‘Hidden’ for the sales team profile.
A & B
Explanation:
Unchecking the ‘Visible’ checkbox in the profile removes the app from the menu. To prevent access through other means like reports, also remove object-level and field-level access. There is no ‘Hidden’ setting for apps, and sharing settings only restrict record visibility, not tab or app access.
Each navigation bar of various apps inside a Salesforce org contains items in a particular order to ensure productivity. How can the Salesforce Administrator ensure that the users cannot change this?
Choose 2 answers.
A. App personalization settings
B. User Interface settings
C. Permission set
D. Profile settings
A & B
Explanation:
The User Interface setting “Disable Navigation Bar Personalization” controls whether users can customize the nav bar.
The App Personalization setting “Disable end-user personalization of nav items in this app” prevents changes on a per-app basis.
Permission sets and profiles do not control this behavior.
Cosmic Repair Solutions recently started using Salesforce for case management. The support director of the company would like to implement a business process that is triggered automatically only when the status of a case record changes to ‘Working’. It should automatically send an email to the manager of the support user who created the case, create a new record of a custom object called ‘Case Log’, and update a field on the Contact record related to the case. The administrator of the company has decided to define a flow for this requirement. When choosing the object in the flow, which option should be selected to run the flow for updated records?
Choose 1 answer.
A. Any time a record is created or updated and meets the condition requirements
B. Only when a record is committed and meets the condition requirements
C. Only when a record is updated to meet the condition requirements
D. Every time the record is updated and meets the condition requirements
C
Explanation:
When choosing the object in a flow triggered by record updates, there are two valid options:
Every time the record is updated and meets the condition requirements.
Only when a record is updated to meet the condition requirements.
To ensure the flow runs only when the status of the record changes from not meeting to meeting the condition (e.g., when it becomes “Working”), the correct option is:
Only when a record is updated to meet the condition requirements.
This avoids unnecessary flow executions when the status remains unchanged but other updates occur.
Which of the following can be added to a custom page layout?
Choose 1 answer.
A. List views
B. Custom fields
C. Validation rules
D. Record types
B
Explanation:
Custom fields can be added directly to a page layout.
List views are not part of page layouts; they are used to filter records in a list view.
Validation rules are related to data entry and are not layout components.
Record types are used to control which page layout is shown, but they themselves are not part of the layout.
ABC Corporation’s Sales Director wants to ensure that before an opportunity record is closed, the opportunity ‘Close Reason’ field must be populated. How can this be accomplished?
Choose 2 answers.
A. Create a dependent picklist field based on the opportunity’s stage
B. Make the ‘Close Reason’ field required on the page layout
C. Create a validation rule that references the ‘Stage’ and ‘Close Reason’ fields
D. Make the ‘Close Reason’ field required on the Opportunity object
A & C
Explanation:
A validation rule can check when the Stage is updated to “Closed Won” or “Closed Lost” and ensure the “Close Reason” field is not blank.
A dependent picklist ensures that users must select a Close Reason based on the Stage field—preventing progression without an appropriate value.
Making the field required on a page layout doesn’t allow conditional logic based on other field values (like Stage).
Making it required at the object level applies in all cases, not just when closing an opportunity.
What situations can trigger an auto-response rule?
Choose 3 answers.
A. SMS Case submission
B. Customer Portal Case submission
C. Email-to-Case submission
D. Web-to-Case submission
E. Case Escalation
B. Customer Portal Case submission
C. Email-to-Case submission
D. Web-to-Case submission
Explanation:
Auto-response rules can be used to send emails to customers when a case is submitted using ‘Web-to-Case’, ‘Email-to-Case’, or from a ‘Customer Portal’.
Case escalation actions do not include an auto-response to a customer. SMS case submission does not exist.
The support team requested the Salesforce Administrator to create a second email field for capturing an additional customer 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 answers.
Choices:
A. Custom fields cannot be deleted if there are any references to them
B. If a custom field has been deleted, the field and data can be restored but not field history
C. Custom fields cannot be deleted, they can only be deactivated
D. If a custom field has been deleted, the field, its data, and the field history can be restored within a limited time
A, D
Explanation:
A custom field can only be deleted if it is not referenced in any validation rules, formula fields, workflows, Apex code, or other configurations. If the field is deleted, both the field and its data (including field history) can be restored within 15 days—after which they are permanently deleted.
What is a report type?
Choose 1 answer.
Choices:
A. A predefined listing of fields from an object
B. A way of grouping together similar reports
C. An option to export an existing report in Salesforce
D. A defined configuration of objects and fields that can be used to build a report
D
Explanation:
A report type defines which objects and fields are available for use in a report. It includes a primary object and optionally related objects, along with the relationships and available fields. This determines what records and data can be reported on. The other choices are either partially true or unrelated to how Salesforce defines report types.
A Salesforce administrator is required to build a flow that will send an email alert to the Sales Director when an opportunity is created or updated with an amount that is greater than $100,000. If the stage of the opportunity is still in ‘Prospecting’ after 10 days, an email reminder should be sent to the opportunity owner. Which of the following options represents a valid configuration for meeting the requirement?
Choose 1 answer.
Choices:
A. Use a Run Immediately path in a record-triggered flow for the first email and a Scheduled path for the second email
B. Use a Run Immediately path in a record-triggered flow for the first email and an Asynchronous path for the second email
C. Use a record-triggered flow for the first email and a schedule-triggered flow for the second email
D. Use a schedule-triggered flow for the first email and a record-triggered flow for the second email
A
Explanation:
A single record-triggered flow can have a Run Immediately path for actions that need to happen right away and a Scheduled path for delayed actions. The scheduled path can be configured to check 10 days later if the stage is still ‘Prospecting’, and send an email reminder. There’s no need for multiple flows or asynchronous logic.
RPI Pharmaceuticals uses a Requisition Form custom object to order supplies. Employees create Requisition Form records. The supply manager then needs to manage these records and maintain data in some fields that should not be visible to other employees. Assuming that the field-level security is not changed, which configuration or feature would be advised to hide sensitive data fields from other users?
Choose 1 answer.
Choices:
A. 2 page layouts
B. Dynamic Forms
C. 2 record types and 2 page layouts
B
Explanation:
Dynamic Forms allow you to conditionally display fields on a Lightning Record Page without changing field-level security or creating multiple page layouts. This is ideal when different users should see different fields based on criteria like profile or field values. Record types and extra layouts are unnecessary overhead for this use case.
Where can tasks be created in Lightning Experience?
Choose 3 answers.
Choices:
A. ‘Tasks’ Tab
B. Global Search Results
C. Record Pages
D. ‘Global Actions’ Menu
E. ‘Tasks’ Related List
A, C, D
Explanation:
Tasks can be created from the ‘Tasks’ tab, the ‘Global Actions’ menu, and the ‘Activity’ section on Record Pages.
The Global Search Results page does not allow task creation.
The ‘Tasks’ Related List does not exist in Lightning Experience — tasks are handled through the Activity Timeline.
