Salesforce Fundamentals Flashcards
At Ursa Major Solar, an administrator has set up a new user. The user needs to activate the account before the email link expires by default.
How long does the user have before the link expires?
A. 6 days
B. 7 days
C. 10 days
D. 14 days
B. 7 days
Correct. The account verification link emailed to new users expires after 7 days, and users must change their password the first time they log in.
Universal Containers has three Account record types: Prospect, Customer, and Vendor. The Customer record type is only for Accounts that have a Closed Won Opportunity.
How should a System Administrator prevent users from selecting the Customer Record Type when they create new Account records?
A. Create a Workflow Rule or Process to change the Record Type from Customer to Prospect.
B. Create an Account Auto-Assignment Rule to assign the Prospect Record Type to all new Accounts.
C. Create an Account Validation Rule that prevents new Accounts with the Customer Record Type from being saved.
D. Remove the Customer Record Type as an Assigned Record Type in the users’ Profiles and Permission Sets.
D. Remove the Customer Record Type as an Assigned Record Type in the users’ Profiles and Permission Sets.
Correct. Assign record types to users in their profiles or permission sets (or permission set groups), or a combination of these.
Which two changes are tracked in the Setup Audit Trail?
Choose 2 options.
A. Resetting a user’s password
B. Creating a List View
C. Using the Data Import Wizard
D. Using the Data Loader
A. Resetting a user’s password
Correct. The Setup Audit Trail tracks password resets.
C. Using the Data Import Wizard
Correct. The Setup Audit Trail tracks the use of the Data Import Wizard.
Where does an administrator control field-level security for users?
A. User
B. Profile
C. Role
D. Sharing rule
B. Profile
Correct. Profiles allow admins to grant field-level access and access in the profile bypasses rules and org-wide defaults set by sharing rules.
Universal Containers uses a hybrid sharing model where Accounts and Contacts are Read Only and Opportunities and Cases are Private. Account Executives (AE) own all the Accounts. Some Contacts are owned by AEs, and other Contacts are owned by support reps.
How should the System Administrator ensure the AEs can edit all the Contacts associated with their Accounts, no matter who owns the Contact?
A. Use the Mass Transfer Tool to transfer ownership of all Contacts to the AEs.
B. Select the edit all associated contacts option for the AE Role in the Role Hierarchy.
C. Create a read/write Sharing Rule to share all related Contacts with the Account owner.
D. Account owner privileges give the AE edit access to all related records by default.
B. Select the edit all associated contacts option for the AE Role in the Role Hierarchy.
Correct. The user may have inherited Read access from a subordinate in the role hierarchy. If the user who has access is on a different branch of the hierarchy from the account owner, check the sharing rules, account teams, and account territory.
Universal Containers uses a private sharing model for Cases. Each product line has several product specialists who want to have visibility to all Cases involving their product line.
How should the System Administrator meet this requirement?
A. Change the Org-Wide Default for Cases to Controlled By Parent and add product specialists to Account Teams.
B. Create a pre-defined Case Team for each group of product specialists and assign the team using Case Assignment Rules.
C. Create an owner-based Case Sharing Rule to share corresponding Cases with the product specialist role.
D. Add the product specialists to the Account Team for each Account that has purchased a product from the product line.
B. Create a pre-defined Case Team for each group of product specialists and assign the team using Case Assignment Rules.
Correct. A case team is a group of people that work together to solve cases.
Ursa Major Solar recently enabled the multiple currencies feature.
As a result, which currency will be used as the foundation for all currency conversion rates?
A. Corporate currency
B. Personal currency
C. Active currency
D. Record currency
A. Corporate currency
Correct. By default, Salesforce organizations use a single currency. Once you set the required currency locale in your company settings, all currency values on records display in that currency.
Ursa Major Solar wants to assign feature licenses to user records in Salesforce.
What are two features licenses that can be assigned in this situation?
Choose 2 options.
A. Knowledge User
B. Opportunity User
C. Console User
D. Service Cloud User
A. Knowledge User
D. Service Cloud User
Correct. Knowledge User and Service Cloud User are additional feature licenses that let users access features not included in their user license.
Ursa Major Solar utilizes accounts in its sales process; however, not all users have access to them. New users require read access to accounts. Additionally, four new users require edit access.
What should an administrator do to configure access for the new users?
A. Configure a profile to grant account edit access and a permission set to restrict read access to specific users.
B. Configure a sharing rule for account view access and another sharing rule for edit access to specific users.
C. Configure a permission set to grant account edit access to specific users and modify the standard user profile.
D. Configure a profile to grant account view access and a permission set to grant account edit access to specific users.
D. Configure a profile to grant account view access and a permission set to grant account edit access to specific users.
Correct. A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users’ functional access without changing their profiles.
An administrator at Ursa Major Solar is using sharing rules to grant record access to users.
Which two types of record access can the administrator grant?
Choose 2 options.
A. Read/Write/Delete
B. Read/Write/Transfer
C. Read Only
D. Read/Write
C. Read Only
D. Read/Write
Correct. Read only and Read/Write access is granted with sharing rules.
Universal Containers has three Account record types: Prospect, Customer, and Vendor. The Customer record type is only for Accounts that have a Closed Won Opportunity.
How should a System Administrator prevent users from selecting the Customer Record Type when they create new Account records?
A. Remove the Customer Record Type as an Assigned Record Type in the users’ Profiles and Permission Sets.
B. Create an Account Auto-Assignment Rule to assign the Prospect Record Type to all new Accounts.
C. Create an Account Validation Rule that prevents new Accounts with the Customer Record Type from being saved.
D. Create a Workflow Rule or Process to change the Record Type from Customer to Prospect.
A. Remove the Customer Record Type as an Assigned Record Type in the users’ Profiles and Permission Sets.
Correct. Assign record types to users in their profiles or permission sets (or permission set groups), or a combination of these.
A System Administrator cannot share a report folder.
What is a possible reason?
A. Folder Sharing is not enabled for the Org.
B. The folder is private.
C. The reports in the folder only reference custom objects.
D. The reports in the folder are already shared with other users.
B. The folder is private.
Correct. If the folder is private, it cannot be shared.
Which two levels of access should be set when sharing a document folder with users?
Choose 2 options.
A. Read-only
B. Read/Write/Create/Delete
C. Read/Write/Create
D. Read/Write
A. Read-only
D. Read/Write
A sales manager recently left Universal Containers and the Salesforce administrator has received the urgent request to deactivate their username. Because the sales manager was part of several approval processes, it is taking longer than expected.
What should the Salesforce administrator do?
A. Change the User profile.
B. Reset the User password.
C. Change the User email address.
D. Freeze the User record.
D. Freeze the User record.
Correct. If we are unable to deactivate a user immediately because of account configuration with approval processes, etc., the admin should freeze the user account. This will prevent the user from logging into the organization as the admin takes the necessary steps to deactivate them.
The Password Policy shows that the length of time until passwords expire is 90 days. However, some users find that their passwords expire every 30 days.
Where should the System Administrator change the password expiration period for these users?
A. Individual User records
B. Profiles assigned to the Users
C. Permission Sets assigned to the Users
D. Roles assigned to the Users
B. Profiles assigned to the Users
Correct. Changes to org-wide password policies don’t apply to users of a profile that has its own password policies.
