adm 201 Flashcards
(86 cards)
1
Q
Geolocation
A
allow you to store the latitude and longitude coordinates of a location. They can be used tocalculate distances between records and display maps of accounts, contacts, leads, or other custom objects.
2
Q
What happens when you undelete a custom field?
A
If the administrator undeletes the field within 15 days, most of its properties and data are restored, except for its field history data, whichremains deleted and cannot be recovered.
3
Q
When you want to use consistent picklist with similr values. Which picklist and why
A
t. Dependent picklist allows users to create a conditional relationship between two picklist fields, where the available values in onefield depend on the value selected in another field. Global picklist allows users to create a set of picklist values that can be shared across multiple fields and objects, ensuring consistent values and reducing maintenance.
4
Q
How do you preserve the integrity of a source report(s) when users are vieiwng inaccurate data on their dashboards?
A
To preserve the integrity of the source reports for dashboards, you can create a new report folder with viewer access only and
- move the dashboard reports to that folder. This way, users can view the reports but not edit them
5
Q
What does the Get records element do
A
flow element that allows you to retrieve one or more records from an object that meet certain conditions and store them in a collection variable or a record variable for use later in the flow. You can also choo
6
Q
What does Lightning pages do
A
Lightning page allows you to customize a record page and add a screen flow as a component. You can use the Lightning App Builder to drag and drop the Flow component onto the page and select the screen flow you want to display.
7
Q
What is a junction object and what does it do and why
A
A junction object
is a type of custom object that allows administrators to create many-to-many relationships between two other objects. A many-to-many relationship means that each record of one object can be related to multiple records of another object, and vice versa. For example, a junction object can represent that a contact can be interested in multiple pieces of merchandise, and a piece of merchandise can be of interest to multiple contacts. A junction object has two master-detail relationships with the two objects it connects.
8
Q
The administrator at Cloud Kicks has a Custom picklist field on Lead, Which is missing on the
Contact when leads are converted. Which two items should the administrator do to make sure these values are populated?
A
To make sure the custom picklist field values are populated on contact when leads are converted, you need to create a custom picklist field on contact and map it to the corresponding field on lead.
9
Q
Chatter External for Theme Building
What do you have to keep in mind?
A
Chatter external users see the built-in Lightningt heme only and cannot see custom themes.
10
Q
look up approval process for campaigns
A
11
Q
AW Computing would like to improve its Case Lightning record page by including:
* A filtered component to display a message in bold font when a case issaved as acriticalrecord
type.
* A quick way to update the account status from the case layout.
Which two components should an administrator use to satisfy these requests? Choose 2 Answers
A
A related record component is a type of component that allows users to view and edit fields from a parent record on a child record page without leaving the page. For example, a related record component can allow users to update the account status from the case layout by selecting an account record from a drop-down list.
- A rich text component is a type of component that allows users to display formatted text on a record page using rich text editor tools such as bold font, bullet points, images, and links. For example, a rich text component can display a message in bold font when a case is saved as acriticalrecord type by using conditional visibility rules.
12
Q
What are the four elements that before save flow supports
A
Assignment,
Decision, Get Records, and Loop
13
Q
When you want to create a new record type and display it to users
A
Profile assignment and page layout assignment are two assignments that should be used to display a new record type to users. Profile assignment determines which profiles can access a record type and which record type is the default for each profile. Page layout assignment determines which page layout is assigned to each record type and profile combination.
14
Q
You been asked to change the Probability field value on Opportunities
How do you accomplish this?
A
Probability is a standard percentage field on the Opportunity object that indicates how likely an opportunity will close successfully. It is automatically calculated based on the opportunity stage unless you make it editable on page layouts.
To allow sales reps to change the probability field value of their opportunities, you need to make the field editable on page
15
Q
When you are trying to close a case, the Closed option in the Case Status picklist is missing. Why?
A
A support process determines which values are available for the status field for each record type. If a support process omits a certain value for the status field, such as Closed, then users will not be able to see or select that value when working with cases or work orders of that record type.
16
Q
You have a flow that is in production but its not creating records? why
A
A flow can be active or inactive depending on whether you want it to run or not. An inactive flow cannot be run by users or processes until you activate it. If a flow in production is supposed to create new records but it is not doing so, it could be because the flow is inactive and needs to be activated.
17
Q
The administrator at Ursa Major Solar imported records into an object by mistake. Which two tools should be used to undo this import?
A
-Mass delete records tool allows administrators delete large numbers records meet certain criteria once setup interface; it can used undo import records into object mistake selecting records imported mistake deleting them mass delete records tool setup interface
-Data loader tool allows administrators import export delete large numbers records using CSV files command line interface API calls; it can used undo import records into object mistake using CSV file contains IDs records imported mistake deleting them data loader tool command line interface API calls
Data Import Wizard does not delete records!!
18
Q
Which two actions can be accomplished via the AppExchange? ‘Choose 2 answers
A
The AppExchange is an online marketplace where customers can find apps, components, consultants, developers, and more to extend Salesforce functionality or solve specific business challenges. Some of the actions that can be accomplished via AppExchange are finding certified developers and consultants who can help with custom development or implementation projects; installing industry-specific solution templates that provide preconfigured apps, dashboards, reports etc., for various industries such as manufacturing or healthcare; downloading free tools or components that enhance productivity or user experience; browsing reviews or ratings from other customers who have used certain products or services; etc.
19
Q
What is a recurring taskand who and where can enable it
A
Recurring tasks are tasks that repeat at regular intervals, such as daily,weekly, monthly, etc. They can be created by users who have the permission to create recurring tasks, which can be enabled by administrators in the user profile
20
Q
Universal Containers (UC) has a queue that is used for managing tasks that need to be worked by the
UC customer support team. The same team will now be working some of UC’s Cases. Which two options should the administrator use tohelp the support team?
A
- Use assignment rules to set the queue as the owner of the case.
C. Add Cass to the existing queue as available object.
Assignment rules and queue configuration are two options that should be used to help the support team work on some of UC’s cases. Assignment rules can be used to automatically assign cases to a queue based on certaincriteria, such as case origin or priority. Queue configuration can be used to add Case as an available object to the existing queue and specify which users or groups can access the queue.
21
Q
look up assignment rules
A
22
Q
Cloud Kicks has asked the administrator to test a new screen flowthat create contacts. What are two key components of testing the flow?
A
Explanation: Running the flow using it to create contacts and using debug to test the flow in Flow Builder are two key components of testing a new screen flow that creates contacts.
23
Q
The administrator forCloud Kicks needs to give access to a new custom object with custom fields to more than one user.
A
A permission set group is a collection of permission sets that can be assigned to users as one unit; it simplifies permission management by reducing the number of permissionassignments needed for users who require multiple permission sets. A permission set is a collection of settings and permissions that give users access to various tools and functions in Salesforce; it can be used to extend users’ access beyond their profilewithout changing their profile. Creating permission sets and assigning permission set groups can help Cloud Kicks give access to new custom object with custom fields to more than one user by creating permission sets that include access to new custom object with custom fields and assigning permission set groups that contain those permission sets to users who need them. Adding users to manual sharing list or editing organization-wide defaults are not options for giving access to new custom object with customfields to more than one user; they either do not apply to custom objects or do not grant
24
Q
What does mydomain do
A
My Domain is a feature that allows administrators to create a custom domain name for their Salesforce org that replaces their instance URL (such as na35.salesforce.com). My Domain provides benefits suchas improved security; enhanced branding; faster navigation; access to Lightning components; etc. However, one of the considerations when enabling My Domain is that it changes how users log in to Salesforce - instead of using their instance URL login (suchas login.salesforce.com), they have to use their My Domain login (such as mydomain.my.salesforce.com). This applies to all internal and external users who access Salesforce via web browser or mobile app.
25
Northern Trail outfitters has hired interns to enter Leads into Salesforce and has requested a
way to isidentify these new records from existing Leads.
What approach should an administrator take to meet this requirement?
To identify new leads entered by interns from existing leads, the administrator should define a record type and assign it to the interns. This will allow them to select a different record type whencreating leads, and distinguish them from other leads based on record type.
26
When you want to convert a MDR to a lookup what could prevent you from doing that
The roll up summary field becuse it only applies to the MDR unless you delete it
One scenario that could prevent an administrator from changing the relationship between work item and project custom objects from master-detail to lookup is that roll-up summary fields exist on the master object (project). Roll-up summary fields are fields that calculate values from related records in a master-detail relationship; they cannot be used in a lookup relationship.
27
The administrator at cloud kicks is trying to debug a screen flow that create contacts. One of
the variables in the flow is missing on the debug screen. What couldcause this issue?
To debug a screen flow that createscontacts, one of the possible causes for a variable missing on the debug screen is that the available for input checkbox was unchecked for that variable. This means that variable cannot be set by external sources such as debug inputs or URL parameters. Tofix this issue, check this checkbox for any variable that needs to be set externally
28
Cloud Kicks generates leads for its different product categories (shoes, apparel, and accessories) through many different sources. While some lead sources are used for all three categories, other lead sources are specific to a single category. The VP of marketing requests that only the proper lead sources be displayed based on the product category chosen.
How should the administrator configure Salesforce to meet this requirement?
To display only theproper lead sources based on the product category chosen, an administrator should create a dependency between the Product Category field and Lead Source field on Lead object. A dependency is a relationship between two picklist fields that restricts the values available in one picklist based on the value selected in another picklist. For example, an administrator can create a dependency that shows only Online Store and Social Media as lead sources if Product Category is Shoes, but shows only Trade Show and Magazine as lead sources if Product Category is Apparel. Creating a page layout for each category, creating business processes and record types for each category, or creating a single business process with record types for each category will not display only the proper lead sources based on the product category chosen.
29
An administrator at Northern Trail Outfitters is creating a validation rule.
Which two functions should the administrator use when creating a validation rule?
Two functions that an administrator should use when creating avalidation rule are:
Error condition formula, which defines when an error should occur based on record fields and values
Error message location, which specifies where on the page layout an error
message should appear when triggered by an error conditionformula Formula return type and rule active date are not functions used for validation rules
30
Sales reps miss key fields when filling out on opportunity record through the process. Reps need to move forward Win unable to enter previous stage.
Which three options should the administrator use to address this need?
Guided selling, validation rules, and required fields on the page layout are three options that can be used to ensuresales reps fill out key fields when working on an opportunity through the process. Guided selling allows administrators to add prompts and guidance at each stage of the path to help reps move forward with confidence. Validation rules allow administrators to enforce data quality and business logic by preventing reps from saving records that do not meet certain criteria. Required fields on the page layout allow administrators to make certain fields mandatory for reps to enter before saving records. Configuring opportunity path can help reps visualize and update key fields at each stage, but it does not make them required or prevent them from moving forward without entering them.
**Using flow to mark fields required is not possible because flows cannot modify page layouts or field properties.
31
The administrator at universal containers has a screen flow that helps users create new
leads. When lead source is “Search Engine”, the administrator needs to require the user to choose a specifica search engine from a picklist. If lead source
is not “Search Engine”, this picklist should be hidden.
How should the administrator complete this requirement?
To require users to choose a specific search engine from a picklist when lead source is “Search Engine”, and hide it otherwise, the administrator shouldcreate a picklist for specific search engine on the same screen as lead source, and set conditional visibility so that it is only shown when lead source is “Search Engine”. This will make sure that users see only relevant fields based on their input.
32
Cloud Kicks (CK) needs a new sales application. The administrator there is an application package on the AppExchange and wants to begin testing it in a sandbox to see If it addresses CK’s needs.
What are two considerations when installinga managed package in a sandbox
Two considerations when installing a managed package in a sandbox are: The installation link has to be modified to test.salesforce.com, because the default installation link points to login.salesforce.com which is for production orgs. To install a package in a sandbox org, the administrator has to replace login with test in the installation URL before clicking it.
The package will be removed any time the sandbox is refreshed, because refreshing a sandbox replaces its current data and metadata with those from its source org. If the source org does not have the package installed, then the sandbox will lose it after refresh.
33
What is an ID variable
An ID variable is a type of variable that can store an ID value of a record or a record type in a flow. It can be used to store the ID of a record type for later use in a flow, such as assigning it to a record or using it in a condition
34
Ursa Major Solar has service level agreements (SLA) that are routed to support queues. Cases that meet the 24 hour SLA need to be automatically re-assigned to the next tier queue.
Which feature should be used to fulfill this requirement?
o re-assign cases that meet the 24 hour SLA to the next tier queue, the administrator should use a case escalation rule that defines the criteria for escalating cases, such as age or priority, and the actions to perform when those criteria are met, such as changing owner or sending email alerts. Case escalation rules can help ensure that cases are handled in a timely manner and escalated to appropriate users or queues.
35
An Administrator wants to trigger a follow-up task for the opportunity owner when they close an
opportunity as won and another task after 60 daysto check in with the customer. which two automation tools should the administrator use?
Process builder can be used to create a record-triggered flow thatexecutes when an opportunity is closed as won and creates a follow-up task for the owner. Field update can be used to update a date field on the opportunity that can be referenced by a time-dependent workflow rule to create another task after 60 days.
36
An administrator at Northern Trail Outfitters is unable to add a new user in salesforce. What could cause this issue?
One of the possible reasons why an administrator is unable to add a new user in Salesforce is that the username is already in use by another user in any Salesforce org. Usernames must be globally unique across all Salesforce orgs, so the administrator needs to choose a different username for the new user.
37
An administrator has been asked to change the data type of an auto number to text field. What should the administrator be aware of before changing the field?
One thing that an administrator should be aware of before changing an auto- number field to text field is that this change is prevented by Salesforce; it cannot be done because it would cause data loss and inconsistency.
38
The administrator at Ursa Major Solar has created a custom report type and built a report for
sales operation team. However, none of the user are able to access the report. Which two options could cause this issue?
One is that the custom report type is in development mode, which means that it is not deployed and available for use by other users except for administrators and users with manage custom report types permission. The other is that the report is saved in a private folder, which means that it is visible only to its owner and not shared with other users or groups.
39
Universal Containers has three separate lines of business. Each line has specific fields that must be displayed to users. However, the fields needed by the sales team are different than the fields needed by the service team.
How should the administrator configure this requirement?
A record type is a feature that allows administrators to offer different business processes, picklist values, page layouts, etc., todifferent users based on their profile or role. A page layout is a feature that allows administrators to control how fields, related lists, buttons, etc., are arranged on a record detail or edit page for each object. In this case, since Universal Containers has three separate lines of business with specific fields for each line; and since sales team needs different fields than service team; the administrator should create three record types for each line of business; and create two page layouts for each record type - one for sales team and one for service team.
40
Ursa Major Solar wants its sales reps to be aware when they are speaking with high-profile customers.
Which two options should be added to the Lightning record pages to achieve this?
Two options that should be added to Lightning record pages to make sales
reps aware when they are speaking with high-profile customers are:
Custom Component, which can display a custom message or icon on the record page based on certain criteria such as account rating or industry. For example, an administrator can create a custom Lightning Web Component that shows a star icon on account record pages if account rating is Hot or Warm.
Component Visibility Filter, which can control when a component is visible on a record page based on field values of that record. For example, an administrator can add a componentvisibility filter to an existing component such as Path or Highlights Panel that makes it visible only if account rating is Hot or Warm.
41
What does a bucket column do
Bucket column allows you to categorize report data into groups without creating a formula or custom field. You can create buckets for different ranges of values and assign labels to them.
42
Cloud kicks wants to track shoe designs by products. Shoe designs should be unable to be deleted,
and there can be multiple design for one product across various stages. Which two steps should the administration configure to meet this requirement?
Custom object and master detail field are two steps that should be configured to meet this requirement. Custom object can be used to create a new object for shoe design that can store information about different designs and stages. Master detail field can be used to create a relationship between Product and Shoe Design that prevents deletion of Shoe Design records and allows multiple designs for one product
43
What is a big deal alert and how is it different from key deals
Big Deal Alerts are notifications that are sent to users when an opportunity reaches a certain amount, probability, or stage. They can be configured by administrators to alert sales reps or managers when they have a high likelihood of winning a big deal. Key Deals are afeature of Einstein Opportunity Scoring that shows the top opportunities based on their score and stage, but they do not send notifications.
44
When a cloud kicks Opportunity closes, the company would like to automatically create a renewal
opportunity.
Which two automation tools should an administrator use to accomplish this request?
Flow Builder and Process Builder are two automation tools that should be used to accomplish this request. Flow Builder can be used to create a flow that defines the logic and actions for creating a renewal opportunity, such as setting the stage, close date, and amount. Process Builder can be used to create a process that triggers the flow when an opportunity is closed won.
45
What is a compact layout
Compact layouts determine which fields appear in the highlights panel on record pages andin the Salesforce mobile app. To create a custom compact layout, go to the Account object manager and select Compact Layouts from the sidebar menu. Then click New and add the desired fields to the layout. R
46
What is a stage setup flow and who does it impact
The Stage Setup Flow is a tool that allows administrators to customize stages for leads and opportunities based on best practices from Salesforce experts. The Stage Setup Flow guides administrators through a series of questions about their sales process and then creates or updates stages for leads or opportunities accordingly. The Stage Setup Flow also provides tips and resources for each stage such as key fields, guidance for success, reports and dashboards, etc.
47
What is a lookup field
A lookup field is a type of field that allows administrators to create a relationship between two objects by linking records from one object to another object. For example, a lookup field can link an account record to a purchase record by storing the account ID on the purchase record. A lookup field allows users to select an existing record from a pop-up window or create a new record from the same
48
Sales Users at Cloud Kicks are requesting that the data in the industry field on the Account object
displays on the Opportunity page layout.
Whicht ype of the field should an administrator create to accomplish this?
A cross object formula field is a type of formula field that references fields from related objects using relationships such as lookup or master-detail. It can be used to display data from one object on another object without creating another relationship or copying data. A cross object formula field can be created on opportunity object to display data from industry field on account object using account ID lookup relationship.
A custom account field, a standard account field, or a master-detail relationship field are not types of fields that can display data from industry field on account object on opportunity page layout; they either do not exist or do not reference related objects.
49
Which setting on a profile makes a tab hidden in the All App Launcher or viable in arty app, but still allows a user to view records that would normally be found under this tab?
To make a tab hidden in the All App Launcher or visible inany app, but still allow a user to view records that would normally be found under this tab, the administrator should use Tab Settings on a profile. Tab Settings control the visibility and default behavior of tabs for each app in an org. The administratorcan set a tab to Hidden, which means it will not appear in any app or in the All App Launcher, but users can still access records via other means such as search or reports. Object Permissions, App Permissions, and Org- Wide Defaults are not related to tabvisibility.
50
The VP of Sales at Cloud Kicks is receiving an error message that prevents them form saving an
Opportunity. The administrator attempted the same edit without receiving an error. How can the administrator validate the error the user is receiving?
Log in as the user is a feature that can be used to validate the error the user is receiving. Log in as the user allows an administrator to access Salesforce as another user and perform actions on their behalf, such as editing an opportunity. This can help troubleshoot issues that are specific to a user’s profile, role, orpermissions.
51
What are two considerations an administrator should keep in mind when working with Salesforce objects?
Standard objects are objects that are included with Salesforce by default, such as Account, Contact, Lead, Opportunity, etc.They have predefined fields and functionality that support common business processes. Custom objects are objects that you create to store information that is specific to your organization or industry. You can create new standard objects using the Object Manager in Setup.
52
The service manager at Ursa Major Solar wants to let customers know that they have received their cases via email and their websites. Medium-priority and high-priority cases should receive different email notifications than low-priority cases. The administrator has created three email templates for this purpose.
How should an administrator configure this requirement?
Create one auto-response rule. Configure three ruleentry criteria and set a filter for case priority.
Select the appropriate email template for each rule entry.
53
Which two capabilities are considerations when marking a field as required in Object Manager?
When you mark a field as required in Object Manager, the field is universally required to save a record on that object in the user interface. However, the field is not required tosave records via the API on that object, unless you also mark it as required on the page layout.
54
What is an Omni Channel
allows agents to work on multiple cases or chats at once based on their availability and expertise. Omni-Channel can route work items to agents based on their predefined capacity and skills, ensuring that they are working on the right tasks at the right time.
55
. The administrator needs to create new user
for their replacement, but they have assigned all available users licenses. What should the administrator do to free upusers licenses for the new users?
To free up user licenses for new users, the administrator should deactivate the former employees user record. This will prevent them from logging in and using Salesforce resources, but preserve their historical activities and data. Deleting or freezing user records will not release userlicenses.
56
Ursa Major Solar has a path on Case. The company wants to require its users to follow the status values as they are on the path. Agents should be prohibited from reverting the Case back to a previous status.
Which feature should an administrator use to fulfill this request?
o require users to follow the status values as they are on the path and prevent them from reverting back to previous status values, the administrator should use validation rules that check if the status field value is changed from one value to another value that is not allowed by business logic. For example, if status values are New > In Progress > Closed, thena validation rule can check if status is changed from Closed to In Progress or New, and show an error message if true.
57
An administrator gets a rush request from Human Resources to remove a user’s access to Salesforce Immediately. The user is part of a hierarchy field called Direct Manager.
What should the administrator do to fulfil the request?
: Freezing a user is a way to temporarily prevent them from logging in to Salesforce without deactivating their user record. This is useful when you need to perform some cleanup tasks before deactivating a user, such as removing them from being referenced in a hierarchy field like Direct Manager.
58
An administrator at Cloud Kicks needs to export a file of closed won opportunities from the last 90
days. The file should include the Opportunity Name, ID, Close Date, and Amount.
How should the administrator export thisfile?
Data Export Wizard allows administrators to export data from Salesforce in CSV files. It can be used to export data for backup purposes or to analyze datain external tools. Data Import Wizard is used to import data into Salesforce, not export. Data Loader is a desktop tool that can also export data, but it is more complex and requires installation.
59
An administrator is planning to use Data Loader to mass import new records to a custom object from a new API.
What will the administrator need to do to use the Data Loader?
: To use Data Loader to mass import new records to a custom object from a new API, the administrator will need to append their security token at the end of their password to login. The security token is an alphanumeric code that is required for API access when logging in from an IP address that is not trusted by Salesforce. The security token can be obtained from the user’s personal settings or by resetting it via email
60
data loader-look it up
61
An administrator at Cloud Kicks wantsto deactivate a User who has left the company
What are two reasons that would prevent a user from being deactivated
Two reasons that would prevent a user from being deactivated are that the user is part of a territory hierarchy or that the user is assigned in workflow email alert. Aterritory hierarchy is a structure that defines how territories are related to each other in Salesforce; if a user is part of a territory hierarchy, they cannot be deactivated until they are removed from all territories. A workflow email alert is an action that sends an email to one or more recipients when a workflow rule is triggered; if a user is assigned in workflow email alert, they cannot be deactivated until they are removed from all email alerts.
62
The Sales director at Cloud Kicks wants to be able to predict upcoming revenue in the next several
fiscal quartersso they can set goals and benchmark how reps are performing. Which two features should the administrator configure?
Forecasting is a feature that allows you to predict and plan the sales cycle from pipeline to closed sales, and manage sales expectations throughout your organization. Opportunity stages are the steps that an opportunity goes through as it moves from creation to close, and they determine the probability and forecast category of the opportunity.
63
Cloud Kicks executives have noticed the opportunity Expected revenue Field displays incorrect values.
How Should the administrator correct this?
Expected revenue is calculated as Amount x Probability. If the expected revenue field displays incorrect values, it means that the probability associated with the stage is not accurate. The administrator should change the probability to reflect the actual likelihood of closing the opportunity at that stage.
64
Northern Trail Outfitters has requested that when the Referral Date field is updated on the custom object Referral Source, the parent object Referral also needs to be updated. Which automation solution should an administrator use to meet this request?
You can use Process Builder to update fields on related records when a record is created or updated. To meet the requirement of updating the parent object Referral when the Referral Date field is updated on the custom object Referral Source, you need to create a process that triggers when a Referral Source record is updated, checks if the Referral Date field has changed, and updates the Referral Date field on the related Referral record.
65
The administrator at Cloud Kicks writes an assignment rule to send all cases created via email or the web to the Automated Cases Queue Any manually created cases should be owned by the agent creating them, however, the manually created cases now show the administrator as the owner.
What will the administrator find when troubleshooting this issue?
The Assignment Rule checkbox is a checkbox that appears on manual creation pages when assignment rules are defined for cases. The Assignment Rule checkbox determines whether or not to apply assignment rules to manually created cases. If the Assignment Rule checkbox is selected by default, then any manually created cases will be assigned according to assignment rules instead of being owned by the agent creating them. To prevent this from happening, an administrator can either deselect the Assignment Rule checkbox when creating cases manually; or change the default setting for this checkbox under setup by selecting or deselecting Use active assignment rules by default.
66
Northern Trail Outfitters uses a custom object Invoice to collect customer payment
information from an external billing system. The Billing System field needs to be filled on every
Invoice record.
How should an administrator ensure this requirement?
Explanation: Making a field universally required is a way to ensure that the field needs to be filled on every record; it prevents users from saving a record without entering a value in that field. It can be used to ensure that the billing system field needs to be filledon every invoice record by making it universally required in the field settings. Creating a process builder to set the field, defining an approval process for the child, or requiring the field on the record type are not ways to ensure that the field needsto be filled on every record; they either do not enforce data entry or only apply to certain scenarios or users. References:https://help.salesforce.com/s/articleView?id=sf.customize_fields.htm&type=5
67
Universal Containers wants to provide reseller partners with discounted prices on the products they purchase.
How should an administrator configure this requirement?
Explanation: A PriceBook is a feature that allows administrators to define different prices for the same products based on different criteria such as customer segment, region, channel, etc. For example, a PriceBook can provide reseller partners with discounted prices on the products they purchase compared to regular customers. A PriceBook consists of one or more PriceBook entries that specify the product ID, pricebook ID, list price, currency, and active status for each product-pricebook combination. References:https://help.salesforce.com/s/articleView?id=sf.pricebook_overview.htm&type= 5
68
What’s efficient way to find documentation and similar cases
Explanation: Knowledge is a feature that can be used to meet this requirement. Knowledge allows users to create, manage, and share articles that provide information and solutions for common issues or questions. Data categories can be used to organize articles into different topics and make them easier to find and access. Users can view related articles from the Case page layout based on the data category of the case. References: https://help.salesforce.com/s/articleView?id=sf.knowledge_overview.htm&type=5https://hel p.salesforce.com/s/articleView?id=sf.knowledge_categories.htm&type=5
69
Which item is available in aLightning App where visibility is limited to the Salesforce Mobile App?
Explanation: Utility bar is a feature that is available in a Lightning app where visibility is limited to the Salesforce mobile app. Utility bar allows users to access common productivity tools, such as notes, history, recent items, and more, from any page in the app. References:https://help.salesforce.com/s/articleView?id=sf.app_builder_utility_bar.htm&typ e=5
70
Which three items are available in the mobile navigation menu? Choose 3 answers
Explanation: Lightning app pages, Chatter, and dashboards are three items that are available in the mobile navigation menu. The mobile navigation menu allows users to accessdifferent items in the Salesforce mobile app, such as objects, apps, or utilities. Users can customize their mobile navigation menu by adding or removing items and changing their order. References:https://help.salesforce.com/s/articleView?id=sf.app_nav_setup.htm&type=5
71
What is a split view and its only avalibile on what type of object
Explanation: Split views are a feature that allows users to view records as asplit list on object home pages in Lightning Experience apps that use console navigation. Split views show records in two panes: a list view pane on the left and a record detail pane on the right. Users can switch between different list views and records without losing context or scrolling. However, split views are only available on standard objects such as accounts, contacts, leads, opportunities, cases, etc., and not on custom objects such as shipments. References:https://help.salesforce.com/s/articleView?id=sf.lex_split_view.htm&type=5
72
What is a component visibility?
Explanation: Component visibility allows you to restrict the visibility of a related list based on a permission set.
References: https://help.salesforce.com/s/articleView?id=sf.dynamic_forms_component_visibility.htm&t ype=5
73
Universal container has a contact Lightning record Page with a component that shows
LinkedIn data. The sales team would like to only show this component to sales users when they are on
their mobile phones. Choose 2 Answers.
Explanation: To show a component that shows LinkedIn data only to sales users
whenthey are on their mobile phones, the administrator should filter the component visibility
with two conditions:
User > Profile > name = sales User, which checks if the user’s profile name is “sales User”
Form Factor = phone, which checks if the user’s device is a phone Filtering with view or role will not achieve the desired result. References: https://help.salesforce.com/s/articleView?id=sf.app_builder_page_visibility_rules.ht m&type=5
74
The standard Lead Rating field has picklist values of Hot, Warm, and Cold. A list of new leads was importance without errors even though several records had the value of Unrated in the Rating field.
How were these records added without error?
Explanation: A restricted picklist is a type of picklist that enforces the integrity of the picklist values by allowing only values defined inthe picklist during data entry or import operations. If the restricted picklist checkbox is checked for a picklist field, then any records with values not defined in the picklist will cause errors during import operations. However, if the restricted picklist checkbox is unchecked for a picklist field, then any records with values not defined in the picklist will be imported without errors. References:https://help.salesforce.com/s/articleView?id=sf.picklist_limitations.htm&type=5
75
Northern trail Outfitter wants to use contract hierarchy in its or to display contact association.
What should the administrator take into consideration regarding the contact hierarchy?
Explanation: The contacthierarchy is a feature that allows users to view contacts related to an account in a hierarchical tree structure based on their role or position within the account. The contact hierarchy respects record-level access by user, meaning that users can see onlythose contacts that they have access to based on their profile permissions and sharing settings. The other options are incorrect because contact hierarchy is not limited to 3,000 contacts at one time (it can display up to 5,000 contacts), customizing hierarchy columns does not change the recently viewed contacts list view (it only affects how contacts are displayed in the hierarchy), and sharing settings are not ignored by contacts displayed in the contact hierarchy (they determine which contacts are visible to users). References:https://help.salesforce.com/s/articleView?id=sf.contacts_hierarchy.htm&type=5
76
An administrator at Universal Containers has been asked to prevent users from accessing Salesforce from outside oftheir network.
What are two considerations for this configuration? and where are they set?
Two considerations for preventing users from accessing Salesforce from
outside of their network are:
IP address restrictions are set on the profile or globally for the org, which limit login access based on IP ranges specified by an administrator
Restrict U2F Security Keys on the user’s profile to enforce login hours, which require users to use security keys during certain hours of day Assigning single sign-on to a permission set or enforcing Login IP Ranges on Every Request will not prevent users from accessing Salesforce from outside of their network. References: https://help.salesforce.com/s/articleView?id=sf.security_networkaccess.htm&type= 5 https://help.salesforce.com/s/articleView?id=sf.security_keys_restrict.htm&type=5
77
Universal Container wants to prevent its service team from accessing deal records. While
service users are unable to access deal list views, they are able to find the deal recordsvia a search.
What options should the administrator adjust to fully restrict access?
Explanation: Permissions and tab visibility are two options that administrators can adjust to fully restrict access to records for certain users or profiles. Permissions determine what users can do with records, such as create, read, edit, delete, view all, or modify all. Tab visibility determines whether users can see a specific object tab in their app launcher or navigation bar. By setting permissions and tab visibility to none or hidden for deal records for service users or profiles, administrators can prevent them from accessingdeal records via search or other methods. References: https://help.salesforce.com/s/articleView?id=sf.users_profiles_permissions.htm&type=5http s://help.salesforce.com/s/articleView?id=sf.customize_tabs.htm&type=5
78
The administrator at cloud kicks has been told that users are unable to add repeating tasks in salesforce.
Which two solutions the administrator use to ensure users are able to do this?
Choose 2 Answers
Explanation: To enable users to add repeating tasks in Salesforce, the administrator needs to do two things: first, enable the creation of recurring tasks in activity settings under setup; second, add the create recurring series of tasks field on the page layouts for tasks. This will allow users to create a series of tasks that repeat based on a specified frequency and end date. References:https://help.salesforce.com/s/articleView?id=sf.tasks_repeating.htm&type=5
79
What is a split?
Splits is a feature that should be used to meet this requirement. Splits allows users to assign credit to opportunity team members based on the level of effort contributed by each person toward each deal. Users can createdifferent types of splits, such as revenue or overlay splits, and specify the percentage or amount of credit for each team member
80
Northern Trail Outfitters (NTO) has deployed my domain. The Chief Marketing Officer wants to make sure that all of the Salesforce users log in usingthe branded login URL. There needs to be a grace period for the user’s bookmarks to be updated.
How should the administrator configure the policies in my domain settings?
To make sure that all of the Salesforce users log in using the branded login URL after deploying my domain, and give them a grace period for updating their bookmarks, the administrator should set the Redirect policy to Redirect with a warning to the same page within the domain. This will redirectusers who try to log in from https://login.salesforce.com or another domain to https://nto.my.salesforce.com, and show them a warning message that they need to update their bookmarks. Setting the Login policy or preventing login from https://login.salesforce.com will not redirect users or give them a warning. Filtering with Form Factor will not affect login URL. References:https://help.salesforce.com/s/articleView?id=sf.domain_mgmt_redirect.htm&typ e=5
81
Where do you go to update the options in a picklist?
Record typesallow you to update the options in a picklist based on the kind of opportunity.
82
Brokers at DreamHouse Realty need to see certain information about one or more cases when referencing the contact record. This record case Name, Case ID,Customer Name, Case Reason, Case Status, and Case Creation Date.
Which two changes in Setup should the administrator make?
To see certain information about one or more cases when referencing the contact record, an administrator can use two methods: edit the Related List component in the Lightning App Builder and choose Related List as the related listtype; and use the page layout editor to include the appropriate column in the Cases related list. The Related List component is a component that allows users to view and edit records related to a parent record on a record page. The Related List component has two types: Related List and Enhanced List. The Related List type shows records in a table format with columns that match the page layout of the parent record. The Enhanced List type shows records in a compact format with fewer columns and actions. To change the type of the Related List component, an administrator can use the Lightning App Builder and select either Related List or Enhanced List from the properties panel. The page layout editor is a tool that allows administrators to control how fields, related lists, buttons, etc., are arranged on a record detail or edit page for each object. To include appropriate columns in a related list, such as case name, case ID, customer name, case reason, case status, and case creation date for cases related to contacts, an administrator can use the page layout editor and drag and drop the desired fields from the palette to the Cases related list on the contact page layout
83
DreamHouse Reality needs to use consistent picklist value on a category filed on accounts and cases, with value respective to record types.
Which two features should the administrator useto fulfill this requirement?
A dependent picklist and a custom picklist are the two features that can be used to fulfill the requirement. A global picklist and a multi-select picklist are not features that can be used to fulfill the requirement.
Here is a more detailed explanation of why A and B are the correct answers: A. Dependent Picklist
A dependent picklist is a picklist whose values are dependent on the value selected in another picklist. This is useful for ensuring that only valid values are selected for a field. In this case, the administrator can create a dependent picklist for the category field on accounts and cases, with the values for the picklist being dependent on the record type selected. This will ensure that only the relevant picklist values are available for selection based on the record type selected.
For example, the administrator could create a dependent picklist for the category field on accounts and cases with the following values:
Record Type: New Account
Picklist Values: Residential, Commercial Record Type: Existing Account
Picklist Values: Renewal, Upsell, Cross-sell
This would ensure that only the relevant picklist values are available for selection when creating a new account or an existing account.
B. Custom Picklist
A custom picklist is a picklist that is created by the administrator. This is useful for creating picklists with values that are specific to theorganization’s needs. In this case, the administrator can create a custom picklist for the category field on accounts and cases, with the values for the picklist being specific to the organization’s needs. This will ensure that the picklist values are relevant to the organization and its customers.
For example, the administrator could create a custom picklist for the category field on accounts and cases with the following values:
Picklist Values: Residential, Commercial, Land, Multi-Family
This would ensurethat the picklist values are relevant to the organization and its customers.
84
Sales raps at Ursa Solar are having difficulty managing deals. The leadership team has asked
the administrator to help sales reps prioritize and close more deals. What should the administrator and close more deals.
Einstein Opportunity Scoring is a feature that helps sales reps prioritize and close more deals by assigning each opportunity a score from 1 to 99 based on how likely it is to be won. The score is calculated using artificial intelligence and machinelearning based on historical data and patterns from similar opportunities. Sales reps can use the score to focus on high-value opportunities and take actions to improve low-scoring ones. References:https://help.salesforce.com/s/articleView?id=sf.einstein_sales_oppty_scoring.ht m&type=5
85
The administrator at Cloud Kicks has been asked to replace two old workflow rules thatare doing
simple field updated when a lead is created to improve processing time.
What tool should the administrator use to replace the workflow rules?
Before Save Flows are a type of record-triggered flow that run before a record is saved and can update fields on that record without any additional actions or DML operations. They are faster and more efficient than workflow rules or process builder for simple field updates when a record is created or updated. References
86
Northern Trail Outfitters wants to track ROI for contacts that are key stakeholders for opportunities.
The VP of Sales requested that this information beaccessible on the opportunity and available for
reporting.
Which two options should the administrator configure to meet these requirements?
Opportunity contact roles allow you to track ROI for contacts that are key stakeholdersfor opportunities. You need to customize the contact role field and add the related list to the opportunity page layout.
