Udemy Course Flashcards
Global containers would like to provide all its Sales reps ‘Read’ access to the Account object. However, ‘Edit’ access should only be given to a few senior sales reps who understand how the data should be updated and ensure that the data quality is upheld. What is the recommended way to achieve this requirement? Choose 1 answer.
Use one profile for sales reps and create a permission set for senior sales reps that allows editing accts.
Global insurance has created a custom object to gather feedback from employees about working at the company. The feedback should be private so that employees cannot see each other’s feedback. Only the CEO should be able to view the feedback from all the employees. How should the application be configured to meet this requirement ? Choose 1 answer
Change the org wide default for the Feedback object to ‘Private’, disable the “Grant Access Using Hierarchies” for the object and create a sharing rule for the CEO role
If a user’s profile has Read and Edit access to Contacts, and the Organization- Wide default setting is ‘Public Read Only’, what access will the user have to Contacts? Choose 1 answer
The user will be able to view and edit contacts they own and view all other contacts
If a User has ‘Create and Read’ access to the Case object via their profile and Edit access via the role hierarchy, which of the following statements is true regarding the User’s access to the object? Choose 1 answer.
The user will only have create and read access as specified in their profile.
Only users with the ‘Executive’ profile should have visibility to the ‘Salary’ field on the ‘Position’ object. What is the best to way to achieve this?
Use field level security
A global retailer is implementing a Quick Buy feature, where customers are allowed to store their credit card information for future purchases. The credit card information is sensitive in nature. However, the call center agents need to use the last 4 digits of the card for authentication purposes. What is the best way to model this in Salesforce? Choose 1 answer
Create the credit card info field as a Text(Encrypted) field
Global Sales Corporation wants to use Salesforce to track expenses using a custom object and need the records to go through an approval process. It is required that only the owner of an expense should be able to submit the record for approval. How can this requirement be achieved? Choose 1 answer.
Add the Expense Owner to the Allowed Submitters list when configuring the approval process.
What is true about assigning approval requests to queues? Choose 1 answer
1) Approval request emails are sent to the queue email address
2) Any queue members can approve or reject an approval request
You can set up additional actions to take place when an approval request is approved or rejected at each step. Which of the following is not a valid action?
Create a new record in Salesforce
While designing a custom application in Salesforce, the Salesforce Admin is reviewing the data types that would be suitable for the fields. Which standard field types are available for custom fields?
Number, Currency, Percent
To create a Roll up summary field
you need a M-D relationship
Once created, can you change the detail object selected or delete any fields referenced in your roll up summary definition?
No
Because roll-up summary fields are not displayed on edit pages…
you can use them in validation rules but not as the error location for your validation
Automatically derived fields, such as current date or the current user…
are NOT allowed in a roll-up summary field.
A return type that is NOT valid for formula fields is:
Text Area (Long)
For which report type can you NOT see the Add Chart button
tabular
The delete permission for the object can be removed in
profile settings
What is the limit for records imported via Data Loader?
5 million records
What’s the limit for records imported via Data Import Wizard
50,000
Org-wide defaults modify those permissions
for records a user doesn’t own
The Grant Access Using Hierarchies option is enabled for all objects, and it can only be changed for
custom objects. We can not change it for standard objects.
When is manual sharing available?
To Manually share the record, the user must be either the owner of the record, above the owner in the role hierarchy, a user with full access or an administrator.
The sharing button will only display if appropriate. Ex-OWD setting for the object is private or public read only.
Web-to-lead is limited to receiving how many leads per day?
5000
Person Account Objects
The Person Account object comprises both an Account object and a Contact object.
Person accounts store information about individual people by combining certain account and contact fields into one record.
Use Opportunity Teams if there is
more than one user involved in a deal.
Features of the Case Object (there are 6)
- Web to Case
- Email to Case
- Auto Response Rules
- Case queues
- Assignment Rules
- Escalation Rules
Dashboards can be refreshed
daily, weekly, or monthly
While trying to define a new custom field, the Salesforce Admin noticed that the ‘Master-Detail relationship’ field type is grayed out. What could be the reason? Choose 1 answer.
There are already 2 M-D relationship fields on the object
A Salesforce Administrator is building an application for which a master-detail relationship needs to be created between the Account object and a custom object. What is true regarding the relationship?
The standard object can only be on the master side of the relationship.
A developer wants to link a custom object called Bug with itself to show how two different bugs are related to the same problem. Which type of relationship field should the developer use?
Lookup
The opportunity object is not supported by the Data Import Wizard. It is only possible to import opportunity records using the Data Loader.
Data Loader is the ideal choice when records to be imported are between 50,000 and 5 million
One advantage the Data Import Wizard has over Data Loader is that it is possible to prevent duplicates by uploading records according to account name, contact email address or lead email address
