Salesforce Fundamentals

Question 1

A real estate app has been configured in a Salesforce org. When people are interested in leasing apartments, they are required to send an email with their personal information attached and include in the email such as the Apartment Number, Lease Duration, and other requested details.
When the email is received, an application record should be automatically created in Salesforce where the details included in the email are mapped to designated fields in the record, and also have the email attachment linked. Which of the following can be utilized for this requirement?
Choose 1 answer.
A. Using the standard Email-to-Case functionality
B. Developing an email handler to process the email and attachment
C. lt is not possible to process email attachments in Salesforce
D. Using the standard Web-to-Case functionality

Answer 1

B. Developing an email handler to process the email and attachment
An Apex email handler would be required to process the email content, create an application record, and link the email attachment to the record. Email-to-Case can be used to generate cases, link attachments, and map the email subject to the Case Subject field and the email body to the Case Description field only. lt is not capable of processing or parsing data contained in the body of an email to create further field mappings. Web-to-Case is a feature that is used to create a Case record via a form submission from a web page and does not support attachments.

Question 2

What are valid reasons for considering an AppExchange App?
Choose 3 answers.
A. AppExchange apps extend Salesforce functionality
B. AppExchange apps are isolated from other customizations, so they will not interfere with existing functionality
C. Some AppExchange apps are open source
D. Some AppExchange apps are free
E. AppExchange apps can be installed by any Salesforce user

Answer 2

A. AppExchange apps extend Salesforce functionality
C. Some AppExchange apps are open source
D. Some AppExchange apps are free
AppExchange apps can interfere with existing customizations, so they should be tested first in a sandbox. Only Salesforce Administrators and users with the ‘Download AppExchange packages’
permission can install an AppExchange app.

Question 3

Which of the following are valid reasons for considering an AppExchange app?
Choose 3 answers.
A. An existing app may solve the business problem, meaning a custom solution does not need to be developed.
B. AppExchange apps do not affect organization limits.
C. An existing unmanaged package app may meet most of the requirements and can be further customized.
D. All AppExchange apps are free.
E. Many AppExchange apps are compatible with the Salesforce mobile app.

Answer 3

A. An existing app may solve the business problem, meaning a custom solution does not need to be developed.
C. An existing unmanaged package app may meet most of the requirements and can be further customized.
E. Many AppExchange apps are compatible with the Salesforce mobile app.
Salesforce apps and components can be configured to explicitly support either desktop only, phone only, or both by specifying their supported form factors.
While many AppExchange apps are free, the majority of apps require purchasing. Apps can either be managed or unmanaged packages, and overall limits are affected in different ways depending on the type of package. Certified AppExchange apps have separate limits on most per-transaction limits, but not those shared across namespaces such as maximum CPU time.

Question 4

Cosmic Solutions would like to generate invoices in Salesforce, allow customers to pay their invoice securely from their email, and process the payment. Which of the following should be used to meet this requirement?
Choose 1 answer.
A. Use Lightning Process Builder
B. Use Process Builder to process payments
C. Build a custom Apex solution
D. Check if an AppExchange app exists

Answer 4

D. Check if an AppExchange app exists

Question 5

When the address information on an account is being saved, the address should be automaticallyvalidated based on data that is referenced from
records unrelated to the Account object. If the address fails the validation, the save operation should be canceled. Which of the following options should be used to meet this requirement?
Choose 1 answer.
A. Have a developer build an Apex trigger that performs the required logic
B. Use Process Builder to perform the validation when the address is saved
C. Use a before-save flow to perform the validation when the address is saved
D. Use a validation rule to validate the address by referencing the records

Answer 5

C. Use a before-save flow to perform the validation when the address is saved
Standard validation rules cannot reference records that are unrelated to the current object. A before-save flow can be used to get and match records, then prevent a record from saving if it does not meet the criteria. Process Builder cannot reference unrelated records or behave like validation rules. An Apex trigger can also be used to create an automated validation, but it is a programmatic approach that is preferred to be used for more complex requirements.

Question 6

A Sales Manager is looking to gain more insight into the customers’ interactions with the company via social media. He wants to use the
information to generate more leads for the sales reps. He would like to implement a solution within a month, before the end of the fiscal quarter.
Which is the most efficient way to accomplish the requirement?
Choose 1 answer.
A. Install an application from the AppExchange to pull information from social media applications
B. Use Report Builder to automatically pull information from social media applications
C. Create a process using Process Builder to pull information from social media applications
D. Create a custom application using Apex and Visualforce to pull the information from social media applications

Answer 6

A. Install an application from the AppExchange to pull information from social media applications
An AppExchange product can provide a quick solution to this kind of requirement. A process cannot perform the data integration between Salesforce and external systems. On the other hand, programmatic approaches like Apex and Visualforce pages can be used to develop an integration app but would require longer completion and implementation time. Report Builder is used to create reports using data that is available through standard or custom objects in the org.

Question 7

Grand College is an educational institution that tracks student data using Salesforce. lt would like to generate the attendance records for its students in a printable PDF format with data from at least five different objects. Which of the following would help in achieving this use case?
Choose 1 answer.
A. Add the built-in ‘Convert PDF’ button to the page layout.
B. Build a report in Report Builder and export it as a PDF file.
C. Add the PDF Lightning component in Lightning App Builder.
D. Build a Visualforce page to display the necessary data.

Answer 7

D. Build a Visualforce page to display the necessary data.
A Visualforce page can be created and rendered as a PDF file by setting the ‘renderAs’ attribute of the <apex:page> Visualforce tag to 'pdf'.
A 'Convert PDF' button does not exist. A PDF Lightning component does not exist in Lightning App Builder. A report can only be exported in either XLS, XLSX, or CSV format.</apex:page>

Question 8

Which of the following are valid use cases for the AppExchange?
Choose 2 answers.
A. To exchange ideas and tips with other developers
B. To add industry specific functionality to Salesforce
C. To extend standard Salesforce functionality
D. To exchange apps with other developers

Answer 8

B. To add industry specific functionality to Salesforce
C. To extend standard Salesforce functionality
The AppExchange can be used to add industry-specific functionality such as Real Estate or to extend standard Salesforce functionality e.g. calculate sales tax on a quote. Exchanging ideas, tips, and code snippets with other developers can be done on developer forums or community group pages.

Question 9

An organization has recently completed a large marketing campaign across the globe using Salesforce. The Marketing Director wants to collect
customer feedback related to the campaign. He wants to use Salesforce for sending survey forms and collating the survey results directly within the org. Which options are best to recommend?
Choose 2 answers.
A. Use a third-party cloud survey application and integrate it with Salesforce
B. Develop a custom survey application using . Net and integrate it with Salesforce
C. Look for an AppExchange solution that meets the requirements
D. Use the Salesforce native mass survey functionality

Answer 9

C. Look for an AppExchange solution that meets the requirements
D. Use the Salesforce native mass survey functionality
Salesforce Surveys allows creating forms for collecting feedback and data from users or customers using a simple editor. lt does not require additional licenses, however, after a certain number of responses are received an add-on response pack must be purchased to receive additional responses. Surveys can be distributed to multiple participants (leads, contacts, campaign members) at a time.
There are a variety of paid survey applications available on AppExchange that could meet the requirements and avoid custom development and integration.

Question 10

Cool Air Conditioners has been using Service Cloud to manage cases, but they are now considering using it to manage field service jobs. They would like to track field service activity and assignment of field service jobs to technicians. What is the recommended solution to meet these requirements?
Choose 1 answer.
A. Install an AppExchange product that provides Field Service functionality
B. Use standard Service Cloud configuration to handle Field Service cases
C. Use real-time API integration to connect Salesforce with an external field service application
D. Use Field Service to utilize Service Appointment, Work Order, and Work Order Line Items

Answer 10

D. Use Field Service to utilize Service Appointment, Work Order, and Work Order Line Items
Field Service should be used for this requirement. Once Field Service is enabled in the org, Work Orders and Work Order Line Items become available, which can be used to manage field service activity. The Service Appointment object can be used to create and manage service appointments for field service technicians to perform work for customers.
Note that a Field Service add-on license is required to use Field Service. If the license is not available, Field Service settings in Setup Will only show an option to disable/enable Work Orders.
Alternatively, an organization can subscribe to a suitable app from the AppExchange if the Field Service app exceeds the budget requirement.

Question 11

Cosmic Containers requires that when saving an opportunity record, a check is performed to determine if the opportunity amount is the highest
value amongst all the opportunities created in the current year. If so, a checkbox on the opportunity record should be marked, and an email should be sent to the record owner’s manager. Which Salesforce feature should be recommended to handle this requirement?
Choose 1 answer.
A. Flow Builder
B. Process Builder
C. Formula Field
D. Apex Trigger

Answer 11

A. Flow Builder
A record-triggered flow, which runs in system context, can be launched when a record is saved. For example, a ‘Get Records’ element can be used to retrieve an opportunity with an amount that is greater than the amount on the current record. If no result is found, then the current record contains the highest amount. So, its checkbox field should be set and the checkbox field of the previous record with the highest amount, if any, should be unset. An Action element can be added to the flow for sending emails.
An Apex trigger can also meet the requirement, but the best practice is to build a declarative solution when possible. Process Builder and formula fields cannot be used to query records.

Question 12

There is a requirement that when an opportunity is closed, commission records should be created automatically for each member of the related
opportunity team. The ‘Commission’ custom object has a currency field whose value is calculated based on the role of the opportunity team
member and the Type and Amount of the related opportunity. Which automation tool should be used to meet this requirement?
Choose 1 answer.
A. Approval Process
B. Apex Trigger
C. Process Builder
D. Flow Builder

Answer 12

D. Flow Builder
A record-triggered flow can be created to run when the opportunity is closed. lt can perform the logic required to compute the commission values and create the commission records.
Approval processes are used for approving records and are not capable of creating records except tasks. Although Process Builder can be used to create a record, it is not capable of creating multiple records dynamically. An Apex trigger is not needed as the requirement can be met using a declarative solution.

Question 13

A company uses Email-to-Case to automatically create cases from sent emails. The standard Subject and Description fields of a generated case are populated from the email’s subject and body respectively. However, the email body may also contain priority and reason details that should ideally be mapped to the standard Priority and Reason fields of the case respectively. Which of the following is the recommended solution for this requirement?
Choose 1 answer.
A. Create a custom email handler to parse the email body and update the records accordingly.
B. Create a ‘before insert’ Apex trigger on the Case object that populates the Priority and Reason fields.
C. Create field mappings for the Priority and Reason fields of the Case object in the Email-to-Case settings.
D. Create a flow that extracts priority and reason details from the Description field and updates the fields.

Answer 13

D. Create a flow that extracts priority and reason details from the Description field and updates the fields.
A custom email handler can parse the body of a received email and update the Priority and Reason fields on a case. A ‘before insert’ trigger on the Case object can also be used to extract priority and reason details from the Description field which contains the email body of a case that is generated using Email-to-Case. However, A record-triggered flow can also be used to parse the Case description using formula functions that are capable of processing text data such as FIND, MID, and LEN. As Salesforce recommends using declarative tools over programmatic solutions, using Flow Builder is the preferred option.
Email-to-Case can only map the email subject to the Subject field and the email body to the Description field of the Case record. lt is not possible to add further field mappings.

Question 14

The HR Manager would like to give permission to only one Account Executive to access the Employee custom tab, which is currently only available for the ‘HR Employee’ profile. How can this be configured?
Choose 1 answer.
A. Add a permission set for the specific user
B. Add a permission set to the Account Executive profile
C. Use object level security to grant access
D. Use organization-wide default settings

Answer 14

A. Add a permission set for the specific user
The best solution is to create a permission set and give access to that specific userwithout
changing the profile permissions.

Question 15

What are the layers used to control access to data in an application?
Choose 3 answers.
A. Access to particular fields via field-level security
B. Access to records via organization-wide defaults
C. Access to reports via report folders
D. Access to objects via profiles
E. Access to records via record sets

Answer 15

A. Access to particular fields via field-level security
B. Access to records via organization-wide defaults
D. Access to objects via profiles
User access to access to data in Salesforce can be configured at four main levels such as Organization, Object, Record, and Fields. While report folders control access to reports, they do not control access to data. There are no recordsets in Salesforce.
[Imagen de Salesforce Data Access and Security Levels]

Question 16

Cosmic Solutions has developed a new recruitment application in Salesforce for supporting their global recruitment team. The Salesforce Administrator wants to give access to this new application to several users from the HR and recruitment teams who have not used Salesforce
before and do not need access to any other apps or functionality in Salesforce. What are the best options to address this scenario?
Choose 2 answers.
A. Create a new profile by cloning an existing profile and modify it to only include permissions to the app.
B. Assign the ‘Minimum Access’ standard profiletothe users, along with a recruitment app permission set.
C. Modify an existing profile and modify it to only include permissions to the app.
D. Assign an existing profile to the users and add permission that allows the users to access the app.

Answer 16

A. Create a new profile by cloning an existing profile and modify it to only include permissions to the app.
B. Assign the ‘Minimum Access’ standard profiletothe users, along with a recruitment app permission set.
In this scenario, since the new users should not have access to any existing apps or
functionality, the best option is to assign the standard profile ‘Minimum Access - Salesforce’
which contains minimal permissions and access. Access to the new recruitment app, along with
any other permissions related to this, can be contained within a new permission set.
lt is also possible to solve this scenario by creating a new profile. An existing profile can be
cloned and modified to only include permissions for the new app. If there are any permissions
in the source profile that relate to functionality that cannot be accessed in the org, ‘Restricted
Profile Cloning’ can be enabled prior to cloning the source profile. For example, if Quotes are
not enabled but the source profile has been given permissions to it, ‘ Restricted Profile Cloning’
can be enabled in ‘User Management Settings’ in Setup to make sure that any permissions
related to Quotes are not extended to the cloned profile.
Modifying an existing profile would affect the existing users who are assigned to that profile.
The ‘Marketing User’ profile would give access to functionality that the users do not require.

Question 17

If a user has ‘Create’ and ‘Read’ access to the Case object via their profile and ‘VVrite’ access via the role hierarchy, which of the following statements is true regarding the user’s access to the object?
Choose 1 answer.
A. The user Will not have create and read access due to the role hierarchy
B. The user Will have edit access as granted via the role hierarchy
C. The user Will only have create and read access as specified in their profile
D. The user Will have create, read, and edit access due to the role hierarchy

Answer 17

C. The user Will only have create and read access as specified in their profile
The user will only have create and read access permissions since the role hierarchy cannot grant more access than the base-level object permissions in the user profile. Granting additional access can be done via permission sets.
[Hay imagen de respuesta Q6]

Question 18

The Salesforce Administrator of Global Insurance has set the organization-wide default setting for the Account object to ‘Private’. If Required, account managers are allowed to grant record access to other users at their own discretion. How can the Salesforce Administrator meet this requirement?
Choose 1 answer.
A. Add the ‘Sharing’ button to the Account page layout if not yet added.
B. Enable ‘Grant Access Using Hierarchies’ in the security settings of the object.
C. Enable ‘Manual Sharing’ in the security settings of the object.
D. Create a custom button and add it to the page layout to enable manual sharing.

Answer 18

A. Add the ‘Sharing’ button to the Account page layout if not yet added.
The ‘Sharing’ button on the page layout allows manual sharing of objects which have their
organization-wide defaults set to ‘ Private’ or ‘ Public Read Only’. This button can be added to or
removed from a page layout as needed. Note though that the ‘Sharing’ button in Lightning
Experience currently only supports Accounts, Opportunities, Cases, Contacts, Leads, and
Custom Objects.
There is no ‘Manual Sharing’ setting for a specific object that can be used to control whether
records of that object can be shared manually. The ‘Manual User Record Sharing’ setting,
which can be found in Sharing Settings, is applied for all possible objects.
Creating a custom button for manual sharing is unnecessary since a standard button is already
available.
The ‘Grant Access Using Hierarchies’ option grants access to records via the role hierarchy,
and it is always enabled for standard objects such as Account and Opportunity.

Question 19

Cosmic Smart Solutions has a group of support users who require access to Salesforce. All these users need access to Chatter features and activities. A few of these users also require the ability to view and edit cases and records of a custom object called ‘Product Issue’. None of the users should be able to view or edit the records of any other object. Which solution should be utilized to ensure that these users have the required permissions?
Choose 1 answer.
A. Assign the ‘Mínimum Access- Salesforce’ profile toall the users and assign a permission set to the users who require additional access.
B. Assign the ‘Read Only’ profile to all the users and assign a permissionset to the users who require additional access.
C. Assign the ‘Standard User’ profile to all the users and assign a permission set to the users who require additional access.
D. Assign the ‘Standard Platform User’ profile to all the users and assign a permission set to the users who require additional access.

Answer 19

A. Assign the ‘Mínimum Access- Salesforce’ profile toall the users and assign a permission set to the users who require additional access.
The ‘Minimum Access - Salesforce’ profile is a least-privilege profile that includes ‘Access
Activities,’ ‘Chatter Internal User,’ ‘Lightning Console User’, and ‘View Help Link’ permissions.
To meet the requirement, this profile can be assigned to all the users who need to access
Chatter features and activities. A permission set can be created and assigned to the subset of
users who also need to view and edit cases and records of a custom object.
The ‘Standard User’ profile would allow creating and editing the records of most objects. The
‘Standard Platform User’ profile would give access to core platform functionality, such as
accounts and contacts, which is not required in this case. Also, it does not grant access to cases,
as the Salesforce license associated with this profile does not include access to the Case object.
The ‘Read Only’ profile would grant the ability to viewthe records of other objects.
Note: Salesforce orgs created in Spring ‘21 and later don’t have the ‘Read-Only’ standard
profile anymore. For orgs that were created before Spring ‘21, Salesforce Will enforce the
conversion of the ‘ Read Only’ standard profile into a custom profile.

Question 20

The organization-wide default settingfor the Opportunity object has been set to ‘Private’ to ensure that users cannot access opportunities not owned by them. However, the contracts team needs visibility to all the opportunities with the status of ‘Closed Won’. The contracts team is made up of a contracts manager and contracts team members. The contracts team hierarchy is reflected in the role hierarchy. How can visibility to opportunity records for the contracts team be provided?
Choose 1 answer.
A. Create a permission set for the Contracts team
B. Createa sharing rule based on criteria to share opportunities that are ‘Closed Won’ with the Contracts Manager Role and Subordinates
C. Adjust the role hierarchy so that the Contracts team gains visibility to ‘Closed Won’ opportunities
D. Change the Organization-Wide Default setting for the Opportunity object to ‘Public Read Only’

Answer 20

B. Createa sharing rule based on criteria to share opportunities that are ‘Closed Won’ with the Contracts Manager Role and Subordinates
A criteria-based sharing rule can be used to give visibility to groups of users based on a field
value. For example, the criteria is defined to match and return opportunities where the values
of the Stage field equal to ‘Closed Won”.
If the Organization-Wide Default setting for the Opportunity object is set to Public Read Only,
all users in the org Will be able to see all the records. Permission sets provide permissions at
the object leve’ only such that providing read-only access, for example, to an object does not
necessarily enable a user to access records owned by other users.
Moving the role of the contracts team up the hierarchy Will allow them to access the records,
but it is required that they should only be able to see ‘Closed Won” opportunities.

Question 21

Cosmic Electronics is a company in the United States that uses the Unlimited edition of Salesforce. Sales reps of the company regularly access and update opportunities in Salesforce. The reps in the eastern region of the country should only be able to view opportunities of accounts located in Florida in list views and reports but still have access to the filtered-out records. Which Salesforce feature should be used for this use case?
Choose 1 answer.
A. Scoping Rule
B. Apex Managed Sharing
C. Sharing Rule
D. Restriction Rule

Answer 21

A. Scoping Rule
A scoping rule can be used to control the records that users see in list views, reports, and
SOQL, based on the selected criteria. Scoping rules are available for the following standard
objects: Account, Case, Contact, Event, Lead, Opportunity, and Task, and for custom objects.
A restriction rule is applied to a user to filter the records that the user is granted access to via
org-wide defaults, sharing rules, and other sharing mechanisms. lt is available for custom
objects, external objects, contracts, tasks, and events.
Restriction rules are used to prevent access to certain records, like sensitive data or
information that isn’t important for their work, while scoping rules are flexible and can be
enabled and disabled on a query-by-query basis. Also, they do not restrict the access that users
have to records.
A sharing rule is used to grant access to records based on criteria or ownership.

Question 22

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.
A. The user Will be able toview and edit contacts theyown andview all other contacts
B. The userwill be able to view and edit contacts related to all accounts owned by them
C. The user Will be able to view and edit all contacts in the system
D. The user Will be able to view but not edit all contacts they own in the system

Answer 22

A. The user Will be able toview and edit contacts theyown andview all other contacts
Object permission settings determine the base leve’ of access to records. Organization-Wide
Defaults determine visibility and access (e.g. read write or read only) to records the user does
not own.

Question 23

Sia is helping Jobelle with the opportunity records of a particular account. Sia needs to view and update the details of the account record, the opportunity records it’s related toe and the account contacts. The sharing setting on accounts and opportunities is set to private. The organization has enabled Account Teams. How should the Salesforce Administrator meet this requirement?
Choose 1 answer.
A. Ask Jobelle to add Sia to the opportunity team
B. Ask Jobelle to add Sia to the account team
C. Create a sharing rule to give access to Sia
D. Add Sia to the role hierarchy above Jobelle to give her visibility

Answer 23

B. Ask Jobelle to add Sia to the account team
Account team members can be given read or read/write access to an account as well as the related contacts. Access to opportunities and cases can be set to private, read, or read/write.
Opportunity team members can be given read or read/write access to an opportunity, but Will only get read-only access to the related account and account contacts.

Question 24

Global Systems has a ‘Net Worth’ field on the Account object to capture the value of a customer’s total assets minus the liabilities. However, only executive users should be able to view the data in this field. How would Global Systems achieve this requirement?
Choose 1 answer.
A. Specify field-level security for the ‘Net Worth’ field
B. Define separate page layouts for executive and regular users
C. Define appropriate account sharing rules
D. Use Visualforce to selectively mask net worth data

Answer 24

A. Specify field-level security for the ‘Net Worth’ field
Access permissions to view and edit specific fields for users of a certain profile can be
controlled through the field-level security settings of an object.
Account sharing rules provide access to users that meet the sharing rule criteria at the record
leve’ and cannot be used to hide field values. Although a field can be hidden on a page layout, as
it is with a Visualforce page, it can still be accessed via API iffield-level security is not
configured correctly.

Question 25

A developer wants to specify the objects that an individual or group of users can access. Which of the following security settings can help him achieve his goaL?
Choose 2 answers.
A. Permission Sets
B. Organization-Wide Defaults
C. Profiles
D. Field-level security

Answer 25

A. Permission Sets
C. Profiles
Object access can be specified for a user or group of users using Profiles or Permission sets.
The latter is used to grant additional access. Field-level security defines the leve’ of access to
specific fields for each profile. Organization-wide defaults are used to define the baseline of
access and the default access to the object records that users do not own.

Question 26

The organization-wide default setting for the Contact object is set to ‘Public Read/Write.’ However, the company wants to ensure that sales representatives should not be able to edit any Contact records. What action should be taken to achieve this requirement?
Choose 1 answer.
A. Grant only ‘Read’ access to the Contact object in the profile of sales representatives
B. Grant only ‘Read’ access to the Contact object for the role of sales representatives
C. Create a Contact sharing rule
D. Change the existing organization-wide default setting for Contactto ‘Public Read Only’

Answer 26

A. Grant only ‘Read’ access to the Contact object in the profile of sales representatives
Profile settings set the baseline access to objects. Modifying the profile assigned to the sales
representatives by granting only ‘Read’ access to the Contact object ensures that sales
representatives cannot edit any Contact records while still allowing them to view the records.
Sharing settings define the visibility and permissions of records that the user does not own.
Assigning permissions based on roles alone would not address the requirement. Contact
sharing rules are used to extend access to records, not restrict access. Changing the OWD may
restrict editing access for all users, but it goes against the requirement of only preventing sales
representatives from editing Contact records.

Question 27

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.
A. Change the organization-wide default setting for the Feedback object to ‘Private’, enable ‘Grant Access Using Hierarchies’ for the object, and create a sharing rule for the CEO user.
B. Change the organization-wide default setting for the Feedback object to ‘ Public Restricted’ and set a sharing exception for the CEO user.
C. This is not possible, as sharing settings cannot be configured for custom objects.
D. Change the organization-wide default setting for the Feedback object to ‘Private’, disable ‘Grant Access Using Hierarchies’ for the object, and create a sharing rule for the CEO role.

Answer 27

D. Change the organization-wide default setting for the Feedback object to ‘Private’, disable ‘Grant Access Using Hierarchies’ for the object, and create a sharing rule for the CEO role.
Sharing settings and rules can be configured for custom objects. In this case, the organization-wide default setting should be ‘Private’ to restrict users from seeing each other’s data.
To allow the CEO to see all data, a sharing rule must be created. Sharing rules can be based on roles and groups but not users.
‘Grant Access Using Hierarchies’ must be disabled to prevent users in roles higher than the owner in the role hierarchy from having access to the records.

Question 28

A custom application is used to record staff details. The ‘Date of Birth’ custom field on the ‘Staff’ object is considered private and should only be visible to HR users. What can be used to prevent a non-H R user from accessing this data?
Choose 1 answer.
A. Field-Level Security
B. Object-Level Security
C. Page Layouts
D. Record Types

Answer 28

A. Field-Level Security
Field-Level Security is the most efficient way to hide one or more fields from certain profiles.
Hiding a field from a page layout does not prevent it from being accessed via the API.

Question 29

A group of managers needs to have access to severa’ objects of a Salesforce app for a specific session. The Salesforce Administrator intends to assign severa’ permission sets to these users in order to give them the required access but wants to make sure that their access is removed after the particular session. How can the Salesforce Administrator most eficiently address this requirement?
Choose 1 answer.
A. Create session-based permission sets, and assign them to the managers.
B. Create a permission set group that contains the permission sets, assign itto the managers, and remove the assignments at the end of the predetermined session.
C. Create a session-based permission set group that contains the permission sets, and assign them to the managers.
D. Create the permission sets, assign them to the managers, and remove the assignments at the end of the predetermined session.

Answer 29

C. Create a session-based permission set group that contains the permission sets, and assign them to the managers.
With session-based access control, access can be given to users for a specific session. Once the
session expires, the access is revoked automatically without having to remove the
assignments.
Session-based access control can be used with permission set groups that contain multiple
permission sets. Although multiple session-based permission sets can be created to give
different types of access to certain users for a limited time, it is more efficient to use a session-
based permission set group instead since the scenario states that severa’ permission sets
already exist.

Question 30

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.
A. Use the role hierarchy to grant edit access to senior sales reps
B. Use two separate profiles for regular and senior sales reps
C. Use programmatic sharing based on a ‘Trusted?’ checkbox field on the User object
D. Use one profile for sales reps and create a permission set for senior sales reps that allows editing accounts

Answer 30

D. Use one profile for sales reps and create a permission set for senior sales reps that allows editing accounts
Permission sets can be used to grant additional access to logical groupings of users, regardless
of their primary job function. If there are only a few trusted sales reps who require additional
permission, a permission set should be preferred instead of creating a new profile.

Question 31

Global Containers has deployed a custom app for managing Contracts. A sales user named Sam has noticed that the ‘Expiry Date’ field on the Contract detail page can be edited by him, but another user named Eric from a different department has found that the field is read-onlyfor him.
What could be the possible reasons for this discrepancy?
Choose 2 answers.
A. The field is set as ‘Read-only’ in the profile assigned to Eric.
B. The field is set as ‘Read-only’ for Eric’s User record.
C. The field is set as ‘Read-only’ for Eric’s role in the role hierarchy.
D. The field is setas ‘Read-only’ in the page layout defined for Eric’s profile.

Answer 31

A. The field is set as ‘Read-only’ in the profile assigned to Eric.
D. The field is setas ‘Read-only’ in the page layout defined for Eric’s profile.
Fields can be made read-only at the page layout or field-level security level. A separate page layout can be defined for each profile. Field-level security can be defined in the profile.

Question 32

The role of a sales manager of Cosmic Electronics was recently changed due to a transfer. She is now able to access an account record that is not owned by her. The Salesforce Administrator of the company would like to determine whether the role hierarchy is the reason for the record access. Which of the following can be used to quickly determine this?
Choose 1 answer.
A. Apex sharing reason
B. Sharing settings
C. Account Team related list
D. Sharing Hierarchy button

Answer 32

D. Sharing Hierarchy button
The Sharing Hierarchy button on an account record can be used to view all the users who have
access to the record and the reason for the access. From the Sharing Hierarchy list view, one
can click on ‘View’ to view the reason for record access.
Sharing settings Will not necessarily be able to address this because it Will only show the OWD
for the object. The Account Team related list Will only show which users have been given
access to the record by being added as an Account Team member. However, if access is given in
another way, the Account Team related list Will not be able to show this. Apex sharing reasons
are used to indicate why sharing has been implemented when creating Apex managed sharing
on custom objects.
Note: Sharing Hierarchy is currently only available for accounts, opportunities, cases, contacts,
leads, and custom objects.

Question 33

Global Systems requires that some specific Opportunities be collaborated on by multiple Regional Sales Managers so that they are closed efficiently. Collaborating on an Opportunity is an ad hoc decision taken by a Regional Sales Manager, and there is no common criterion used to determine such Opportunities. Which Salesforce feature would help in achieving this use case?
Choose 1 answer.
A. Sharing Rules
B. Manual Sharing
C. Programmatic Sharing
D. Roles

Answer 33

B. Manual Sharing
If manual sharing is enabled, a user would be able to explicitly share access to a particular opportunity record on an as-needed basis.

Question 34

A Salesforce organization uses a custom object to capture expense data. One of their requirements is to ensure that an expense record is only visible to the respective record owners and those above them in the organization hierarchy. Which of these Salesforce features can be configured to meet this requirement?
Choose 2 answers.
A. Organization-Wide Defaults
B. Permission Sets
C. Expense Sharing Rule
D. Role Hierarchy

Answer 34

A. Organization-Wide Defaults
D. Role Hierarchy
To achieve this, the organization-wide default setting for the Expense object should be set to
‘Private’ and the appropriate role hierarchy configured. The ‘Grant Access Using Hierarchies’
for the Expense object setting should be kept enabled.

Question 35

How would a Salesforce Administrator ensure that records of a particular standard object are visible only to the record owner, to his manager, and the executives?
Choose 2 answers.
A Enable the ‘Grant Access Using Hierarchies’ checkbox for the object
B. Define a Role Hierarchy
C. Set the organization-wide default settingfor the object to ‘Private’
D. Define a Profile List

Answer 35

B. Define a Role Hierarchy
C. Set the organization-wide default settingfor the object to ‘Private’
Record access can be opened up vertically (high role hierarchy levels) through the role
hierarchy. However, for the role hierarchy to have an effect, the object should be defined with
the organization-wide default setting as private. The ‘Grant Access Using Hierarchies’
checkbox is always enabled for standard objects.

Question 36

Craftea Enterprises, a multinational company, has sales representatives from various regions using a shared Unlimited edition org. The users are broadly classified as belonging to North, South, East, and West regions, identified by a custom ‘Region’ picklist on their User record.
Due to various sharing mechanisms, users from different regions can access unnecessary Event records with sensitive information, such as those working on the same Account record. Which of the following should the Salesforce Administrator use to restrict the visibility and access of the
events based on their region?
Choose 1 answer.
A Criteria-based sharing rules
B. Assignment rules
C. Restriction rules
D. Scoping rules

Answer 36

C. Restriction rules
A restriction rule defined on the Event object helps sales representatives view and access only
the Event records relevant to them. Since there is already a custom single picklist on the User
object that determines the region ofthe sales representative, it can be used in the restriction
rule’s criteria to match with any field that represents the region related to the Event. While
only two restriction rules can be active for an object at a time in Enterprise and Developer
editions, up to five restriction rules can be active per object in Performance and Unlimited
editions.
A scoping rule onlyfilters the default visibility of events and does not restrict access to these
records. Assignment rules cannot be used for this scenario as there is no need to change the
assignment of these records. Criteria-based sharing rules provide access to records and do not
restrict the same.

Question 37

SolarFlower would like to prevent its users with the ‘Support’ profile from accessing Documents in Salesforce. Which of the following is the best way to achieve this?
Choose 1 answer.
A. Disable object access to the Document Object for the Support profile
B. Set the Document Tab setting to ‘Default Off’ for the Support profile
C. Set the Document Tab setting to ‘Tab Hidden’ for the Support profile
D. Use a permission set to restrict access to users with the Support profile

Answer 37

A. Disable object access to the Document Object for the Support profile
Although the tab can be hidden, the records can still be seen in reports, dashboards, and
related lists if the user has object access. The best way to restrict access is via object
permiss*ons.
Users can always add and access tabs with ‘Default Off’ settings. Permission sets can only be
used to grant additional access.

Question 38

Cosmic Consulting uses the Project custom object to store Sales and Service project records. The Project object is the child of the Account in a master-detail relationship. The Account object’s OWD setting is set to Public Read Only. Service projects, distinguished by a ticked
‘Service/Support’ checkbox, must be accessible to support agents. Sales project records, as well as its related tasks and events, contain sensitive data and should not be accessed by support agents.
Which data securityfeature can best achieve this requirement?
Choose 1 answer.
A. Permission set
B. Public groups
C. Restriction rules
D. Sharing rules

Answer 38

C. Restriction rules
Restriction rules can be used to control and limit the access of a group of users to a subset of
records based on record and user criteria. lt is available for custom objects, external objects,
and standard objects such as contracts, tasks, and events. In this case, a restriction rule can be
created on the Project custom object. Using the ‘Service/Support’ checkbox and the Service
Rep role ID as criteria, the records accessible to the support agents can be filtered.
Sharing rules only allow record access to be extended across the role hierarchy, sharing
records owned by one role with users in another role at the same leve’; they cannot restrict
record access. Permission sets can be used to open up record access and not limit it. Public
groups can be used for sharing records between members.

Question 39

A company has a requirement to list any accounts with cases that have missed the SLA for resolution in a dashboard. The dashboard should be displayed in Lightning Experience and list the account name and the date on which the case was opened. Which dashboard component would be
suitable for this requirement?
Choose 1 answer.
A. Lightning Table
B. Metric
C. Gauge
D. Report

Answer 39

A. Lightning Table
A Lightning table component can be used to show up to 200 records and IO columns in tabular
format from any field in a source report’s report type. A gauge component is used to show a
single value within a range of custom values. A metric component can only display one key
value. There is no ‘report’ dashboard component.

Question 40

Which of the following statements must be true to modify a report in Salesforce?
Choose 2 answers.
A. The user has a managerial role in the role hierarchy
B. The user has access to the report folder
C. The user has the ‘View Reports in Public Folders’ permission
D. The user has the ‘Create and Customize Reports’ permission

Answer 40

B. The user has access to the report folder
D. The user has the ‘Create and Customize Reports’ permission
The ‘Create and Customize Reports’ permission allows the user to create new reports and
customize existing reports. Users must have appropriate access to the report folder to modify
the reports within it.
The ‘View Reports in Public Folders’ permission and having a managerial role in the role
hierarchy do not directly relate to modifying reports.

Question 41

Where can Salesforce reports be accessed from?
Choose 2 answers.
A. List Views
B. Schema Diagram
C. Report URL
D. Reports Tab

Answer 41

C. Report URL
D. Reports Tab
Reports can be accessed from the Reports tab or the URL of the report
The Schema Diagram is used for building objects and fields. List Views are used for accessing
records.

Question 42

Global Containers would like to ensure that users only get to see the reports that are relevant to them. Which option meets the requirement?
Choose 1 answer.
A. Defining sharing rules
B. Sharing the report folder
C. Defining report types
D. Sharing the individual report

Answer 42

B. Sharing the report folder
Reports can be organized into report folders. These report folders can then be shared with
users, roles, and groups who need to have access to those reports.
There is no option to share individual reports. Report types are for defining the set of records
and fields that are made available to a report based on the relationships between a primary
object and the related object. Sharing rules are for extending record access to users.

Question 43

The head of customer service wants to analyze the history of all cases in his department. He has asked for a snapshot of the number of open cases per day beginning with today. The App Builder has determined that reporting snapshots can be used. Which of the following statements are true regarding reporting snapshots?
Choose 1 answer.
A. A reporting snapshot is basically a saved report
B. Reporting snapshots can only be set up on standard objects
C. A source report and a target object are required
D. Reporting snapshots are always run every day

Answer 43

C. A source report and a target object are required
A reporting snapshot uses a source report and saves report results to a target object. The
reporting snapshot can be scheduled to run daily, weekly, or monthly.
Objective: Salesforce Fundamentals
Detailed Objective: Identify the features and capabilities available when creating reports,
report types, and dashboards

Question 44

The Salesforce Administrator of Cosmicstrom Clothing has created a joined report consisting of multiple report types, namely, accounts, opportunities, and cases. The Salesforce Administrator intends to add a few common fields from the ‘Common Fields’ section of the Report Builder. How are common fields identified in a joined report such as this?
Choose 1 answer.
A. A field is a common field if the field is not shared by all report types
B. lt is possible to choose common fields while creating the joined report
C. A field is a common field if it is shared by all report types
D. A field is a common field if it is shared by at least one report type

Answer 44

C. A field is a common field if it is shared by all report types
When a joined report consists of multiple report types, some fields are identified as common
fields. Ifthe field is shared by all report types or all report types have a lookup relationship to
the field, it is identified as a common field.

Question 45

Sam has been asked to develop a custom report type for his org. Which of the following are not part of defining a custom report type?
Choose 2 answers.
A. Permissions
B. Fields
C. Objects
D. Roles

Answer 45

A. Permissions
D. Roles
When creating a report type, the objects, relationships, and fields that users can select in the
reports need to be specified. Roles nor permissions are not part of the configuration.

Question 46

Which of the following determines access to a report in Salesforce?
Choose 1 answer.
A. Permissions on the Report object
B. Sharing settings of the report
C. Sharing settings of the folder
D. Subscription settings of the report

Answer 46

C. Sharing settings of the folder
A user’s access to a report is determined by the sharing settings defined on the folder that
contains the report.
A ‘Report” object for controlling access to reports does not exist. The subscription settings of
a report is used to schedule emailed reports to its subscribers.

Question 47

The customer service department has requested a dashboard that shows the number of
complaints by product line in the last Six months. Product Line is a custom object. The Case object
is linked to the Product Line object via a lookup relationship. How can this requirement be met?
Choose 1 answer.
A. lt is not possible since table components cannot group columns
B. Use the Lightning Summary Table component
C. Use the Lightning Dashboard Table component
D. Create a custom report type

Answer 47

C. Use the Lightning Dashboard Table component
The Lightning Dashboard Table or ‘Lightning Table’ dashboard component can be used to
display a tabular report of up to 10 columns and allows grouping of up to two columns.
The Lightning Summary Table component does not exist.
Creating a custom report type does not directly address the requirement of displaying the
data on a dashboard.
Custom report types are primarily used for defining the relationships between objects for
reporting purposes, but they do not serve as a direct solution for dashboard components.

Question 48

In a Salesforce org, cases are linked to opportunities through a lookup relationship to track issues that arise during the sales process. The Customer Service team would like to report on the number of cases per opportunity for which a custom report type needs to be created and to see how long a case has been in ‘Open’ status. Which of the following can be done to accomplish the requirement?
Choose 2 answers.
A. Add the case ‘Age’ standard field to the report
B. Add Case as a related object in the custom report type
C. Filter the report by ‘Last Modified Date’
D. Create a custom report type with Opportunity as the primary object

Answer 48

B. Add Case as a related object in the custom report type
D. Create a custom report type with Opportunity as the primary object
The ‘Age’ field on cases and opportunities cannot be added, but a formula field that calculates
the age can be added.
To refine the report data, the case ‘Status’ field should be used as a filter to show only open
cases. A standard report type based on the Opportunity and Case objects does not exist.
Therefore, a custom report type must be created with Opportunity as the primary object.

Question 49

Global Containers would like to examine sales by countrywith a sub-total at country level in a report. Which format should be used for the report?
Choose 1 answer.
A. Joined
B. Tabular
C. Matrix
D. Summary

Answer 49

D. Summary
Summary reports are similar to tabular reports, but also allow users to group rows of data,
view subtotals, and create charts.

Question 50

The Sales Director of a company would like to view and easily compare the total amount versus the total number of opportunities for each year. Which of the following is appropriate to meet the requirement?
Choose 1 answer.
A. Create a custom report type that automatically compares two numeric values such as the amount and record count
B. Create a joined report where one report summarizes the amounts and the other counts the number of opportunities
C. Create a combination chart that plots the total amount and total record count of opportunities in a single report
D. Create a dashboard containing two charts which display amount summary and record count data separately

Answer 50

C. Create a combination chart that plots the total amount and total record count of opportunities in a single report
In a combination chart, the amount summary and the total number of records can be plotted as
separate data sets using a single report.
Only a standard report is needed to obtain the required report data. So, a joined report is not
necessary. Although a dashboard containing two charts displaying amount and record count
summary separately is possible, comparing data Will not be as easy. Custom report types are
used for relating diferent objects in order to build a report and cannot be used for
automatically comparing record values.

Question 51

The Head of Sales would like to be able to compare the expected opportunity amounts with the actual closed opportunity amounts during the same month. She wants to see this comparison in one chart. Which of the following chart types can be used to achieve this?
Choose 2 answers.
A. Grouped line charts
B. Column-on-line chart
C. Line-on-column chart
D. Grouped column charts

Answer 51

A. Grouped line charts
D. Grouped column charts
A combination chart can be used to show multiple values against a single axis range using
grouped column charts or grouped line charts.
Line-on-column is used to add diferent types ofvalues to a chart. A column-on-line chart is
essentially the same as a line-on-column Chart.

Question 52

Global Systems measures its overall business efficiency through a single value called ‘Customer Stickiness Score’. Which of the following would be the most appropriate dashboard component to represent this key value on a managerial dashboard?
Choose 1 answer.
A. Table
B. Visualforce page
C. Metric
D. Chart

Answer 52

C. Metric

Question 53

The sales department has requested a dashboard to display a list of the top 5 Gold customers and their revenue. What dashboard component would be suitable for this requirement?
Choose 1 answer.
A. Lightning Table
B. Chart
C. Gauge
D. Visualforce page

Answer 53

A. Lightning Table
A table component can show report data in a list form. Although a chart component could also
display the data, it would not be in a list format as what is required.

Question 54

The administrator of Cosmic Solutions has created a report that shows accounts by region. Each user who accesses this report should only be able to view the accounts that they own. Which relative value should be used when setting up a personalized report filterfor this requirement?
Choose 1 answer.
A. $OWNER
B. $CURRENTUSER
C.$USER

Answer 54

C.$USER
A personalized report filter can be created by defining a filter on a user field using a relative
value that personalizes the results for each user who views the report. When setting up a filter
on a user field, such as Account Owner, $USER can be selected as the relative value. This
changes the filter value to the currently signed-in user. Only user-related fields support this
feature.
$CURRENTUSER and $OWNER are invalid relative values.

Question 55

A Salesforce Administrator added a new field to the Opportunity object. Which of the following statements about report types are correct?
Choose 2 answers.
A. The new field Will be automatically added toall existingstandard Opportunity report types.
B. The new field Will be automatically added to all existing custom report types.
C. The new field cannot be added to the existing Opportunities with Accounts report type.
D. The newfield Will be automatically added to the existing Opportunities with Products report type.

Answer 55

A. The new field Will be automatically added toall existingstandard Opportunity report types.
D. The newfield Will be automatically added to the existing Opportunities with Products report type.
Newly created custom fields are automatically added to standard report types for the object
(Opportunity in this scenario). Opportunities with Products is a standard report type so the
new field Will be auto-added.
Opportunities with Accounts is not a standard report type, but the new custom field can be
inserted into it. If a new custom report type is created after a custom field was created, the
new field Will automatically be included within the new custom report type. Additionally, a new
field can be automatically inserted into an already existing custom report type if ‘Auto add new
custom fields to custom report type layouts’ has been enabled. However, it wouldn’t be
inserted into all existing custom report types, only on custom report types that are based on
the object where the custom field has been added.

Question 56

A user wants to subscribe to a dashboard in Lightning Experience to receive its refreshed results every day by email. He would also like to send the results to two of his coworkers by adding them as subscribers. Which of the following statements are important to consider for adding other users as subscribers?
Choose 3 answers.
A. Only one other user can be added as a subscriber.
B. Any user with access to the dashboard can add other users as subscribers.
C. Any filters applied to the dashboard are not applied to the emailed dashboard.
D. Dashboard subscriptions can be by a user, group or role-based
E. Only a user who has permission to access the dashboard can be added as a subscriber.

Answer 56

C. Any filters applied to the dashboard are not applied to the emailed dashboard.
D. Dashboard subscriptions can be by a user, group or role-based
E. Only a user who has permission to access the dashboard can be added as a subscriber.
More than one user can be added as an additional subscriber to a dashboard in Lightning
Experience. Only users with access to the dashboard are shown in the list of recipients who are
available for subscription. Filters applied to a dashboard are not applied to the emailed
dashboard; the dashboard appears unfiltered. Dashboard subscriptions can be by a user,
group, or by role. To add other users to the dashboard subscription, the user must have the
specific ‘Subscribe to Dashboards: Add Recipients’ permission granted via profile or
permission set.

Question 57

What is true regarding reports that use standard report types?
Choose 1 answer.
A. These reports can be exported as CSV
B. These reports cannot be deleted
C. These reports can be exported as PDF
D. These reports cannot be modified

Answer 57

A. These reports can be exported as CSV
Reports that use standard or custom report types can be created, edited, or deleted. These
reports can be exported as a CSV file or spreadsheet (XLS or XLSX). Reports cannot be
exported as PDF.
Note that standard or default reports, which are reports that come pre-built in the org, exist in
Salesforce Classic only and are used as templates for creating reports. These reports are not
available in Lightning Experience, but they can be downloaded from the AppExchange.
Furthermore, “standard reports” in the Lightning Experience context may, in certain cases,
refer to reports that were created using standard report types.

Question 58

The head of sales has requested a report of all active accounts according to the sales regions EMEA, APAC, and NCSA. A ‘Country’ field exists, but a ‘Sales Region’ field has not been defined. The Salesforce Administrator determined that a bucket field can be added to the report to define which country is in which sales region. Which of the following options represents the correct way to use a bucket field in this scenario?
Choose 1 answer.
A. T his requirement cannot be achieved using bucket fields
B. Create one bucket field containing buckets for EMEA, APAC, and NCSA
C. Create a ‘Sales Region’ custom field first before creating bucket fields
D. Create three different bucket fields for EMEA, APAC, and NCSA

Answer 58

B. Create one bucket field containing buckets for EMEA, APAC, and NCSA
A bucket field is a column that can be added to a report and allow records to be grouped
according to theirfield values, which are categorized using buckets. For example, a bucket field
named ‘Sales Region’ can be created based on the Country field that contains three buckets,
one for each region. After Country values have been defined in each bucket, the accounts can
then be grouped in the report according to the ‘Sales Region’ bucket field.

Question 59

Global Containers is doing a deep analysis of their sales data and would like to examine the sales of individual products sold per country by salesperson. What would be the ideal report format to address this requirement?
Choose 1 answer.
A. Tabular
B. Summary
C. Joined
D. Matrix

Answer 59

D. Matrix
A tabular report format is a simple ordered list of data but does not group data in a report. A
summary report format allows data to be grouped by rows. Matrix reports are similar to
summary reports but allowyou to group and summarize data by both rows and columns.
Joined reports allow the combination of different reports and create multiple report blocks. In
this scenario, a tabular or summary report would not be able to satisfy the requirement and a
joined report would not be needed as a single report in a matrix format would be enough.

Question 60

The Executive team at Global Containers would like to see the Accounts, Opportunities, and Cases in a report along with Location records. The Location object is tied to Accounts only. How can this be configured?
Choose 1 answer.
A. Matrix report
B. Custom report type
C. Joined report
D. Not possible to achieve in a single report

Answer 60

C. Joined report
Joined reports allow multiple report blocks to be created to provide different data views. Each
block acts like a ‘sub-report’ with fields, columns, sorting, and filtering.
A custom report type defines the set of records and fields in a report based on the
relationships between a primary object and its related objects. Reports display only records
that meet the criteria defined in the report type. Creating a custom report type Will not work
on combining unrelated objects.

Question 61

The Salesforce Administrator of Cosmic Solutions is setting up a dashboard for sales managers in Lightning Experience. Which capabilities are available for creating the dashboard?
Choose 2 answers.
A. A dashboard component can be linked to the Opportunities tab.
B. Two dashboard components can be joined together if they have a common source report.
C. A Lightning Table can add up to 4 groups and display up to 100 records.
D. An opportunity report can be added directly to a dashboard.

Answer 61

A. A dashboard component can be linked to the Opportunities tab.
D. An opportunity report can be added directly to a dashboard.
In Lightning Experience, it is possible to link from a dashboard component to another website
or Salesforce record by specifying the value of ‘Custom Link’ in the component’s settings. A
source report chart can also be used in a dashboard component. A report can be added to a
new or existing dashboard from the dropdown menu of the report.
lt is not possible to join two dashboard components together. Also, a Lightning Table
component can be used to display tabular information; up to 200 records and 10 columns can
be displayed. A LightningTable can only add up to 2 groups.

Question 62

**TODO: Entender más **
The Account reps want to be aware of the trend on the cases in the last calendar quarter related to each account they own. A summary report called ‘Cases Opened’ was created to report on cases opened in the last quarter. The Salesforce Administrator wants to make viewing the report data more efficient and accessible. How can this be achieved?
Choose 3 answers.
A. Ensure that a report chart is created for the ‘Cases Opened’ report
B. Embed the report chart using the page layout editor or Lightning App Builder
C. Build a Visualforce page to embed a report chart in the Account record page
D. Install a Report Chart custom Lightning component from the AppExchange
E. Configure the Report Chart properties to filter data by Contact Account ID

Answer 62

A. Ensure that a report chart is created for the ‘Cases Opened’ report
B. Embed the report chart using the page layout editor or Lightning App Builder
E. Configure the Report Chart properties to filter data by Contact Account ID
There are two ways in which a report chart can be embedded into a record page: via the page
layout editor or Lightning App Builder. With an embedded report chart, the users no longer
have to go to the Reports tab to view the report data. Below are the pre-requisites before a
report chart can be added to a page layout or Lightning record page:
1. The report must not be stored in a personal folder.
2. The report must be in summary or matrix format.
3. A report chart must be added to the report.
The report chart can be filtered by Contact Account ID to display only the cases in which the
related contacts are linked to the Account being viewed. Since a declarative solution is
available, creating a Visualforce page or installing a third-party app is not necessary.

Question 63

The system administrator of Cosmic Solutions has built a dashboard that shows high-value accounts. A filter has been defined on the dashboard to allow the current user to select the minimum annual revenue. Users would like quick access to the filtered list of accounts based on the required filter value. For instance, some users want to quickly view accounts with annual revenue greater than or equal to 100,000. To meet this requirement, the administrator has decided to create a custom URL that can be shared with the users. If there’s only one dashboard filter, what can be added as a filter parameter to the original dashboard URL to create the custom URL?
Choose 1 answer.
A. &f0=100000
B. &fv1=100000
C. &f1=100000
D. &fv0=100000

Answer 63

D. &fv0=100000
A custom URL can be created for a dashboard by adding filter parameters to the original
dashboard URL. When a user accesses the custom U RL, the dashboard opens with the filters
already set. To add a filter to the original URL, the filter parameter (fvO) and its value
100000) can be added. The ‘tv’ stands for ‘filter value’. The number in the parameter (O)
indicates the order in which the filter appears in the dashboard. Since there’s only one filter,
‘fvO’ should be used as the filter parameter. The ‘&’ character denotes a new parameter in the
URL. Consequently, the modified URL should look like this: https://my-domain-
name.lightning.force.com/lightning/r/Dashboard/01Z6gOOOOOORw4zEAC/view?
queryScope=userFolders&fvO=100000

Question 64

What is true about running reports in Salesforce?
Choose 2 answers.
A. The user must have the ‘Run Reports’ permission
B. The user must have access to the report folder
C. The user must have access to all the data in the report
D. The user must have the ‘Customize Reports’ permission

Answer 64

A. The user must have the ‘Run Reports’ permission
B. The user must have access to the report folder
The ‘Run Reports’ permission and access to the report folder are required for running reports.
If a user does not have access to all the data in a report, it can still be run, but the data they do
not have access to is not displayed.

Question 65

What is true regarding editing feed posts and comments?
Choose 2 answers.
A. The edit option isn’t available on posts with file attachments
B. The ability for users to edit their own feed posts is enabled by default
C. Record owners can always edit any post on records they own by default
D. Salesforce Administrators can edit any post

Answer 65

B. The ability for users to edit their own feed posts is enabled by default
D. Salesforce Administrators can edit any post
The Allow users to edit posts and comments option’ in Chatter Settings is enabled by default.
The permissions ‘Edit My Own Posts’ and ‘Edit Posts on Records I Own’ control the ability to
edit posts and can be enabled or disabled according to the requirements of each organization.
Record owners cannot always edit posts on records they own; it depends on the permission
setting on both standard and custom profiles, disabled by default.

Question 66

A sales rep workingfor Cosmic Computers has entered incorrect information in a Chatter post.
Sales reps would like the ability to edit their post and make the necessary corrections. Which of the following should be checked to make sure that the sales rep can edit their Chatter posts in Salesforce?
Choose 2 answers.
A. The ‘Edit My Own Posts’ profile permission is enabled in user profiles.
B. The Allow users to edit posts and comments’ Chatter setting is enabled.
C. The post visibility has been set to ‘public’.
D. Users are always allowed to edit their own posts regardless of their profiles.

Answer 66

A. The ‘Edit My Own Posts’ profile permission is enabled in user profiles.
B. The Allow users to edit posts and comments’ Chatter setting is enabled.
The Allow users to edit posts and comments’ option is enabled by default for standard profiles
in Chatter Settings to enable users to edit their own existing Chatter posts and comments.
Users assigned to most standard profiles, except Customer Portal users, Chatter Externa’, and
Chatter Free profiles, Will be able to edit their own posts and comments immediately. Users
with a custom profile require the ‘Edit My Own Posts’ profile permission to edit their own
Chatter posts unless the profile was cloned from a standard profile.

Question 67

Which of the following is true in regard to where actions are added?
Choose 2 answers.
A. Object-specific actions are added to the global publisher layout
B. Global actions are added to the appropriate page layouts
C. Object-specific actions are added to the appropriate object page layouts
D. Global actions are added to the global publisher layout

Answer 67

C. Object-specific actions are added to the appropriate object page layouts
D. Global actions are added to the global publisher layout
Object-specific actions are added to one or more of that object’s page layouts. Global actions
are added to the global publisher layout.

Question 68

Certain employees at Universal Containers are members of a public Chatter group that focuses on Widgets. One group member is traveling with only a smartphone. During his tripe he wants to be immediately alerted whenever anyone @mentions the Widgets group. What should he do?
Choose 2 answers.
A. Select ‘Email on every post’ under Groups in his Chatter email notification settings
B. Enable ‘Group Mentionon a post’ under Push Notification Settings
C. Use the search function to find any@mentions of the Widgets group in his Chatter
feed
D. Enable ‘Mention Forwarding’ in his Chatter email notification settings

Answer 68

A. Select ‘Email on every post’ under Groups in his Chatter email notification settings
B. Enable ‘Group Mentionon a post’ under Push Notification Settings
The easiest and fastest way to learn about a ‘group mention’ on Chatter is through push
notifications. A push notification Will be sent to a user if ‘Email on every post’ and the ‘Group
Mention on a post’ under Push Notification settings have been enabled. There is no ‘Mention
Forwarding’ feature in Chatter. While manual searching for group mentions is possible, it takes
unnecessary time and effort.

Question 69

A Salesforce Administrator is customizing the mobile navigation menu and wants to include the ‘Groups’ item. However, he has found that ‘Smart Search Items’ automatically includes it. If ‘Smart Search Items’ has been added after the dashboard item in the navigation menu, where are the items included by the ‘Smart Search Items’ automatically placed in the Salesforce mobile app?
Choose 1 answer.
A. The ítems are listed below the dashboard item
B. Action Bar
C. The items are listed above the dashboard item
D. Navigation Bar

Answer 69

A. The ítems are listed below the dashboard item
‘Smart Search Items’ adds a dynamic list of the user’s recently accessed objects in the
Salesforce mobile app navigation menu. Dashboards & Reports, Tasks & Events, Notes, Groups
& People (if Chatter is enabled) are automatically included in the Smart Search Item list if they
are not explicitly added in the mobile navigation configuration. Smart Search Items follows the
order set in the Salesforce navigation setting in Setup.
The Navigation Bar includes access to favorites, search, notifications, and more. The Action
Bar contains all available actions for a given page.

Question 70

There is a requirement to add an action to the Account page in the Salesforce mobile app to enable the creation of cases. The case created should be related to the account. How can this be accomplished?
Choose 2 answers.
A. Use a Mobile Smart Action
B. Use a Standard Action
C. Use an Object-Specific Quick Action
D. Use a Global Quick Action

Answer 70

A. Use a Mobile Smart Action
C. Use an Object-Specific Quick Action
An object-specific quick action can create related records, such as creating a case related to an
account. Mobile smart actions can also be used to achieve this particular task.
Although a global quick action can be used to create a record, the record created Will not have
a direct relationship with other records. Standard Actions are used for working directly on the
object type of the details page they are contained in.

Question 71

A user wants to col laborate and discuss a record as a team with a group of other users. How can a Salesforce Administrator enable this most efficiently?
Choose 1 answer.
A. Set up a meeting time using the Salesforce scheduling function
B. Create a group for the set of users and share the file through the files tab
C. Createa groupforthesetof usersand allowthe abilitytoadd records to Chatter groups by enabling the allow records in groups setting
D. Use delegated administration to allow the user to create a new user group

Answer 71

C. Createa groupforthesetof usersand allowthe abilitytoadd records to Chatter groups by enabling the allow records in groups setting
By enabling the Allow Records in Groups’ setting, users can add records to Chatter groups to
col laborate on and discuss as a team in the group.

Question 72

Which of the following are features included in Chatter?
Choose 3 answers.
A. Apoll can be used within a Chatter post
B. Use merge fields in Chatter posts todisplay record data
C. Topics can be selected and added to a post
D. Posts can be shared with the more popular social media channels like Twitter and Facebook
E. Posts can be shared tothe user’s Chatter profile, or groups thatthe user is a member of

Answer 72

A. Apoll can be used within a Chatter post
C. Topics can be selected and added to a post
E. Posts can be shared tothe user’s Chatter profile, or groups thatthe user is a member of
A poll can be shared as a Chatter post. Posts can refer to selected records but do not
automatically include record data. Topics can be created/selected and added to a post using a
hashtag before the Topic name.
Merge fields cannot be used in the post. Posts can be shared with a group or the user’s profile
but not on social media channels.