Unit 4 Review Standard and Customer Objects

Question 1

The VP of sales at Ursa Major Solar wants to take a look at all of the sales deals that are currently in play for the Sales team to determine how well they’re tracking toward their goal for quarter end.

Which standard object stores information about sales deals?

Answer 1

OPPORTUNITIES

Question 2

A sales team member at Ursa Major Solar wants to view information related to one of their accounts to have a 360-degree view of the customer.

Which two standard objects are related to account records? (Choose two answers.)

Answer 2

CASES

OPPORTUNITIES

Question 3

The marketing manager at Ursa Major Solar wants to run a marketing campaign for their upcoming event called the Ray-a-thon. The manager wants to capture as much information as possible from the campaign in Salesforce.

Which three objects have a relationship with a Campaign? (Choose three answers.)

Answer 3

CONTACT

LEAD

OPPORTUNITIES

Question 4

Ursa Major Solar needs a field that reflects account size based on the standard field, number of employees.

Which formula function should an administrator use to evaluate different results based on a specific condition with multiple outcomes?

Answer 4

IF ( IF determines if expressions are true or false. It returns a given value if true and another value if false. This is correct because you can string together multiple IFs to evaluate a specific condition with multiple outcomes.)

Question 5

The sales managers at Ursa Major Solar want opportunities, not updated in the past 30 days, to be flagged automatically.

How should an administrator implement this requirement?

Answer 5

CREATE A FORMULA FIELD TO CALCULATE THE TIME SINCE LAST UPDATE AND DISPLAY AN IMAGE OF A RED FLAG IF IT MEETS THE DEFINED CRITERIA. (Adding a formula field to display a red flag if it has been at least 30 days since the last update would meet this requirement.)

Question 6

The Ursa Major Solar CEO does not want to see the list of contacts when viewing an account page but still needs to access contact records.

How should the administrator configure this?

Answer 6

CREATE AN ACCOUNT PAGE LAYOUT WITHOUT THE CONTACTS RELATED LIST. (Removing the Contacts Related list from the account page layout would prevent the user from seeing contacts on the account page, but they would still have access to contact records.)

Question 7

The VP of sales at Universal Containers wants to ensure that there is a consistent, color-coded report to track picklist values easily from the stage field on an opportunity.

How should an administrator ensure that a picklist field’s values display in consistent colors on all reports?
(Choose two answers.)

Answer 7

UPDATE THE PICKLIST FIELD AND SET THE COLOR FOR EACH VALUE.

CREATE A FORMULA FIELD THAT DEFINES THE COLOR FOR EACH VALUE.

Question 8

Ursa Major Solar wants to track invoice payments on an opportunity related list. Only the finance team should see this related list. But, all users should be able to view Invoice Payment reports.

How should the administrator implement this requirement?

Answer 8

CREATE A NEW PAGE LAYOUT AND PROFILE FOR THE FINANCE TEAM. (This solution would allow only the finance team to see the page layout with the related list, and all users to view the invoice payment reports.)

Question 9

A delegated administrator at Ursa Major Solar cannot edit the Created Date field for the account record.

What reason should the administrator give for why this is occurring?

Answer 9

This is a System Audit field and it’s Read-Only for existing records.

Question 10

Ursa Major Solar wants to create a field to store credit card numbers and needs to make sure the information is protected.

What two actions allow the administrator to provide enhanced security for this field?

Answer 10

Create an encrypted text field.

Update field-level security settings.

Question 11

Ursa Major Solar has a renewals sales team that uses the Opportunity object. The team wants to use many of the same picklist fields that are already defined, but needs unique picklist values.

What feature allows an administrator to maintain the same field for two different teams?

Answer 11

Record types
(Record types control 3 things. Business processes, Page Layouts, and Picklist Value)

Question 12

Ursa Major Solar has a sales team focused on renewals. The team uses many of the same Opportunity fields as other teams, but needs different Stage values.

What should the administrator update to support this requirement?

Answer 12

Stage Selected Values in the Sales Processes

Question 13

Ursa Major Solar has a complex sales process with multiple record types, each shared with all Profiles. Some users complain about the Record Type selection screen when creating new Opportunities.

What two actions should the administrator take to allow these users to bypass choosing a record type?

Answer 13

Instruct users to update the Default Record Type in My Settings.

Remove Record Types from the users’ Profiles.

Question 14

The customer support team wants to use a different Page Layout when closing a Case.

What method should the administrator use to fulfill this request?

Answer 14

Case Close Page Layout

Question 15

Formula Field

Answer 15

A read-only field whose value is evaluated from the formula or expression defined by us.

You can define formula field on both standard and custom objects.

Any change in expression or formula automatically updates the value of formula field.

You can define formula field for 7 types:
(1) Number, (2) Currency, (3) Percent, (4) Date, (5) Date / Time, (6) Checkbox, (7) Text

Question 16

Custom Objects

Answer 16

These are the objects created by user according to their need. Each custom object has five standard fields. Objects, having five standard fields, created by users to address their need.

Question 17

Roll-up Summary Filed

Answer 17

A roll-up summary field is custom object field that calculates values from related records or the records in a related list. Roll-up summary field is created to display a value in a master record based on the values of fields in a detail record. Roll-up summary can be defined on MasterDetail relationship only.

Question 18

Look up field

Answer 18

Lookup is also a one-to-many relationship, but in this relationship, two objects has no effect on deletion or security. Child objects are independent. Child objects have a separate setting. If you delete the parent object, the child object remains in the system. A child object may or may not have a parent.

Question 19

Master details

Answer 19

Closely links objects together such that the master record controls certain behaviors of the detail and subdetail record. For example, you can define a two object master-detail relationship, such as Account— Expense Report, that extends the relationship to subdetail records, such as Account—Expense Report Expense Line Item. You can then perform operations across the master—detail—subdetail relationship.

Question 20

One-to-many

Answer 20

Relationship with many child objects but one Parent Object, for instance, many metro cities are associated
withto one country. This kind of relationship is represented in four different forms:
(1) Master-detail, (2) LookUp (loosely coupled relationship), (3)Self, (4) Hierarchical