Admin Certification Flashcards
(119 cards)
1
Q
What should be considered when disabling the Grant Access Using Hierarchies option for a role or territory?
A
It will only grant access to that specific role/territory and not the ones above them in the hierarchy.
2
Q
Where do you go to find the number of restricted logins per month or see how much data storage is available?
A
Company Information Page
3
Q
What should be done with license users who are no longer with an org?
A
Deactivate (Freeze if information still needs to be pulled from them)
4
Q
How can a dashboard or report be shared?
A
Only by sharing the folder that contains it.
5
Q
How many themes can an org create, activate and what formats do they not apply to?
A
300, 1 & SF-Classic / Mobile / Chatter External Users
6
Q
What are four user permissions that can grant access to records a user doesn’t own and are below the user in the hierarchy who does own them?
A
“View All Data,” “Modify All Data”, sharing rules, or manual sharing of individual records.
7
Q
What can you use to test a newly created Flow?
A
Debug button
8
Q
What happens if a master-detail relationship is broken by deleting the relationship?
A
The custom object’s default setting is automatically reverted to Public Read/Write and Grant Access Using Hierarchies is selected by default.
9
Q
What field defines a Contact Hierarchy and who can create one?
A
‘Reports To’ & Users with Edit Permissions on Contact Records (only Modify All Data perms can add/edit/delete hierarchy columns)
10
Q
What are three situations in which you’d use a Workflow Rule instead of the Process Builder?
A
- Sending an email. 2. Creating a task. 3. Updating a field.
11
Q
Which item is available in a Lightning App where visibility is limited to the Salesforce mobile app?
A
Utility Bar
12
Q
What are two things that can prevent a user from being deactivated?
A
- default owner of leads
- default or automated case owner
- default lead creator or owner
- default workflow user
- recipient of a workflow email alert
- a user selected in a custom hierarchy field
- a customer portal administrator.
13
Q
What are two types of pages that an admin could build and customize using the Lightning App builder?
A
- App page
- Home page
- Record Page
- Email application pane
14
Q
UC has two sales teams, sales team A and sales team B. Each team has its own role in the role hierarchy. Both roles are subordinates of the same Manager role. How should the admin share records owned by sales team A with sales team B?
A
Owner based sharing (An owner-based sharing rule opens access to records owned by certain users.)
15
Q
What are 3 things that an admin can customize in Standard Fields?
A
values in picklists, the format for auto-number fields, tracking field history, lookup filters on relationship fields, and field-level help.
16
Q
Sales users at CK are requesting that the data in the Industry field on the Account object displays on the Opportunity page layout. Which type of field should an admin create to accomplish this?
A
Cross Object Formula - A Cross-object formula is a formula that spans two related objects and references merge fields on those objects. A cross-object formula can reference merge fields from a master (“parent”) object if an object is on the detail side of a master-detail relationship. A cross-object formula also works with lookup relationships.
17
Q
CK has a custom object named Shoe. The admin has been asked to ensure that a relationship is created between Account and Shoe to prevent orphaned shoe records. What should the admin do to complete this requirement?
A
Create a master-detail lookup (The Salesforce lookup relationship has no relation with other records. It does not depend on any other objects, whereas a master-detail relationship has an association with other records.)
18
Q
Cloud Kicks wants to track shoe designs by product. Shoe designs should be unable to be deleted, and there can be multiple designs for one product across various stages.
Which two steps should the admin configure to meet this requirement?
A
- Create a custom object for the shoe designs.
2. Configure a custom lookup field for shoe designs on the Product Object.
19
Q
UC requires a different Lightning page to be displayed when Accounts are viewed in the Sales Console and in the Service Console. How should an administrator meet this requirement?
A
Assign Lightning pages as app default.
You can make your custom record page the default record page for all users, assign it to specific Lightning apps, or assign it to record types and profiles. Assigning the page to a Lightning app, record type, or profile gives your users access to a record page customized for the context they’re working in.
20
Q
The client services and customer support teams share the same profile but have different permission sets. The custom object Retention related list needs to be restricted to the client services team on the Lightning record page layout.
What should the administrator use to fulfill this request?
A
Component Visibility
Control when a component appears on a Lightning page by adding filter conditions and logic to its properties in the Lightning App Builder. Component visibility properties appear when you select a component on a record, app, or Home page in the Lightning App Builder.
21
Q
Sales reps miss key fields when filling out an opportunity record through the sales process. Reps need to move forward in stages but are unable to enter a previous stage. Which three options should the admin use to address this need?
A
- Use validation rules.
- Use Flow to mark fields required.
- Configure Opportunity Path.
22
Q
NTO wants to calculate how much revenue has been generated for each of its marketing campaigns.
How should an administrator deliver this information?
A
Design a standard Campaign report and add the Value Won Opportunities in Campaign field.
Value Won Opportunities in Campaign: Calculated field for amount of all closed/won opportunities associated with the campaign. (Read only) Salesforce automatically calculates this amount using all associated records regardless of whether you have read access to them.
23
Q
The admin at UMS needs to make sure that unassigned cases from VIP customers get transferred to the appropriate service representative within 5 hours and VIP customers have access to the support 24 hours a day. How should this be configured?
A
Escalation Rules
Escalation rules automatically escalate cases when the case meets the criteria defined in the rule entry. You can create rule entries, which define criteria for escalating a case, and escalation actions, which define what happens when a case escalates.
24
Q
CK wants to have consistency when communicating with customers on cases. The company has requested messages to be sent in an email channel with categories to help search for the proper message.
Which solution should an admin suggest to meet this requirement?
A
Prebuilt Quick Texts
Quick text saves users time and helps you standardize your company messaging. With quick text, you can insert predefined messages, like greetings, answers to common questions, and short notes. You can insert quick text in emails, chats, events, tasks, Knowledge articles, and more.
25
UC has a queue that is used for managing tasks that need to be worked on by the customer support team. The same team will now be working on some of UC's Cases.
Which two options should the admin use to help the support team?
1. Use Assignment rules to set the queue as the owner of the case.
2. Add Cases to the existing queue as available objects.
Prioritize, distribute, and assign records to teams who share workloads. Access queues from list views. Queue members can jump in to take ownership of any record in a queue. They’re available for cases, contact requests, leads, orders, custom objects, service contracts, and knowledge article versions.
26
Users at CK want to be able to create a task that will repeat every two weeks. What should an admin do to meet this requirement?
Enable creation of recurring tasks.
27
NTO has the Case object set to private. The support manager raised a concern that reps have a broader view of data than expected and can see all cases on their group's dashboards.
What could be causing reps to have inappropriate access to data on dashboards?
Dynamic Dashboards
Determine the data perspective for dashboard viewers by setting who they view your dashboard as. The viewing user is listed above the dashboard, next to “viewing as.”
28
Users at DH Realty are only allowed to see opportunities they own. Leadership wants an enterprise-wide dashboard of all open opportunities in the pipeline So that users can see how the company is performing at any point in time.
How should an admin create the dashboard without changing any sharing settings?
Create a dashboard with the running user set as someone who can see all opportunities.
29
The marketing director at NTO has requested that the Budget field be populated in order for the Lead Status field to be marked as qualified. What tool should the admin use to fulfill this request?
Validation Rule
Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record.
30
The admin at CK updated the custom object Event to include a lookup field to the primary contact for the event. When running an Event report, they want to reference fields from the associated contact record.
What should the admin do to pull contact fields into the custom report?
Edit custom Event report type and add fields related via lookup.
The following steps help you add missing fields to your report:
1. From Setup, enter Report Types in the Quick Find box, then select Report Types.
2. Click the name of the Report Type you're using.
3. From the 'Fields Available for Reports' section, click Edit Layout.
4. Drag and drop the missing fields from the Not in Page Layout section, then click Save.
5. You can also add additional fields via lookup on your primary or secondary object by clicking Add fields via lookup.
31
An admin needs to store the ID of a record type for later use in a flow. Which kind of variable should the admin use?
Text variable
Flow actions let you pass the value of the record's ID field into the flow, but that's it. If your flow has a Text input variable called recordId, the action passes the record's ID into that variable at runtime. If not, it doesn't and the flow tries to run anyway.
32
DH Realty has an approval process. A manager attempts to approve the record but receives an error. What should the admin do to troubleshoot this request？
Check if the user in the next approver is inactive or missing.
33
When users log in to Salesforce via the user interface, which two settings does the system check for authentication?
1. The user's two-factor authentication for User Interface Logins permission.
2. The user's profile login hours restrictions.
(Role IP Address Restrictions don't apply when logging in via the user interface)
34
An administrator has assigned a permission set group with the two-factor authentication for User Interface Logins permission and the two-factor authentication for API Logins permission to a group of users.
Which two prompts will happen when one of the users attempts to log in to Data Loader?
1. Users need to down and install an authenticator app on their mobile device.
2. Users need to connect an authenticator app to their Salesforce account.
35
An administrator has reviewed an upcoming critical update. How should the administrator proceed with the activation of the critical update?
Activate the critical update in a Sandbox.
Admin has reviewed but not tested.
36
An administrator gets a rush request from HR 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 fulfill the request?
Freeze the user to prevent them from logging in while removing them from being referenced in the Direct Manager field.
You’re prevented from deactivating a user if the user is the:
- default owner of leads
- default or automated case owner
- default lead creator or owner
- default workflow user
- recipient of a workflow email alert
- a user selected in a custom hierarchy field
- a customer portal administrator.
In these cases you can prevent the user from accessing their accounts by freezing them. Freezing a user is done from the user’s User Record. Later, after updating ownership and other processes, you can deactivate the user’s account.
37
An administrator installed a managed package that contains a permission set group. The permission set group that was installed includes Delete access on several objects, and the administrator needs to prevent users in the permission set group from being able to delete records.
What should the administrator do to control Delete access?
Use muting permission set with a permission set group to mute selected permissions.
38
A user at CK is having issues logging into Salesforce. The user asks the administrator to reset their password. Which are two things the administrator should consider when resetting the user's password?
- Only an admin can reset single sign-on (SSO) user passwords.
- After resetting a password, users are sometimes required to activate their devices to successfully log in to Salesforce.
- Resetting a locked-out user’s password automatically unlocks the user’s account.
- When a user loses a password, they can click the forgot password link on the login page to receive an email with steps to reset it. The user must answer the security question correctly to reset the password.
39
UC has enabled Data Protection and Privacy for its org. Which objects' page layouts will have the individual field available for tracking data privacy information?
Contact, Lead & Person Account
40
What are the three characteristics of a master-detail relationship?
1. The master object can be a standard or custom object.
2. Roll-up summaries are supported in a master-detail relationship.
3. The owner field on the detail records is the owner of the master record.
4. Each custom object can have up to two master-detail relationships and up to 25 total relationships.
5. Security settings and permissions are determined by the master record and can't be set independently for the detail record.
41
Users at CK are reporting different options when updating a custom picklist on the Opportunity object based on the kind of opportunity. Where should an administrator update the option in the picklist?
Record Type
Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
42
DHR needs to use consistent picklist values in the Category field on Accounts and Cases, with values respective to record types.
Which two features should the administrator use to fulfill this requirement? Choose 2 answers
1. Custom Picklist
2. Global Picklist
1) A custom picklist is tied to a particular object as a field on the object. Unlike a custom picklist field, a global picklist exists independently as a global picklist value set. Its values are shared with any picklist that’s based on it.
2) A global picklist is a restricted picklist by nature. Only a Salesforce admin can add to or modify its values. Users can’t add unapproved values, even through the API.
43
NTO uses a custom object Invoice to collect customer payment information from an external billing system. The Billing System field needs to be filled in on every Invoice record.
How should an administrator ensure this requirement?
Make the field universally required.
Making a field required on a page layout or through field-level security ensures that users must enter a value. Making a field required universally gives you a higher level of data quality beyond the presentation level of page layouts.
44
CK has a custom object called Shipments. The company wants to see all the shipment items on an Account page. When an Account is deleted, the shipments should remain.
What type of relationship should the administrator make between Shipments and Accounts?
Shipments should have a lookup relationship to the Account.
Key sentence: "When an Account is deleted, the shipments should remain." --> lookup relationship
45
UC 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 deal records via searching.
What should the administrator check to fully restrict access?
Permissions and tab visibility
46
The administrator at CK has a custom picklist field on Lead, which is missing on the Contact when leads are converted. Which should the administrator do to make sure these values are populated? Choose 2 answers
1. Create a custom picklist field on Contact
2. Map the picklist field on the Lead to the Contact.
When sales reps convert qualified leads, the information from the standard lead fields appears in standard fields for contact, account, and opportunity records. If you set up custom lead fields, you specify how that custom information converts to custom fields in accounts, contacts, and opportunities.
47
The marketing team wants a new picklist value added to the Campaign Member Status field for the upsell promotional campaign. Which two solutions should the administrator use to modify the picklist field values?
1. Edit the picklist values for the Campain Status in Object Manager.
2. Add the Campaign Member Statuses related list to the Page Layout.
Edit in Object Manager:
1. Navigate to the fields area for your object.
2. In the Custom Fields & Relationships related list, click the name of the picklist field to update.
3. In the Values section, click Edit next to a value.
48
UMS uses Opportunity to track sales of solar energy products. The company has two separate sales teams that focus on different energy markets. The services team also wants to use Opportunity to track installation. All three teams will need to use different fields and stages.
How should the administrator configure this requirement?
Create 3 sales processes, 3 record types and 3 page layouts.
Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each. Or you might display different page layouts for your customer support cases versus your billing cases.
49
UC is trying to improve the user experience when searching for the right status on a case. The company currently has one support process that is used for all record types on cases. The support process has 10 status values. Service reps say they seldom need more than five status values.
How should the administrator Improve on the current Implementation?
Review which status choices are needed for each record type and create support processes that are necessary.
Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
50
CK is evaluating Salesforce for its service team and would like to know what objects are available. What standard objects are available to an administrator considering a support use case?
1. Account
2. Case
3. Contract
51
The service manager at UMS wants to let customers know that they have received their cases via email and their website. 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 rule entry criteria and set a filter for case priority
- Select the appropriate email template for each rule entry
Auto-response rules let you automatically send email responses to lead or case submissions based on the record’s attributes. For example, you can send an automatic reply to customers to let them know someone at your company received their inquiry.
52
At UC, users would like to be able to share Salesforce records with other members of their team, while collaborating around general topics as well. Which are two considerations for enabling this functionality?
1. Object layouts should be configured to include the groups related list.
2. The Add Record action must be configured in the group publisher.
Consider also customizing object layouts to include the Groups related list on record detail pages. The Groups related list shows users the list of groups that are associated with the record.
Customize the group publisher with quick actions and Salesforce mobile app actions.
53
Which two solutions could an administrator find on the AppExchange to enhance their organization?
1. Consultants
| 2. Components
54
A sales rep has a list of 300 accounts with contacts that they want to load at one time. Which tool should the administrator utilize to import the records to Salesforce?
Data Import Wizard
The Data Import Wizard makes it easy to import data for many standard Salesforce objects, including accounts, contacts, leads, solutions, campaign members, and person accounts. You can also import data for custom objects. You can import up to 50,000 records at a time.
55
Users have noticed that when they click on a report in a dashboard to view the report details, the values in the report are different from the values displayed on the dashboard.
What are the two reasons this is likely to occur?
1. The running dashboard user and viewer have different permissions.
2. The dashboard needs to be refreshed.
56
The VP of sales at DHR has requested a dashboard to visualize enterprise sales across the different teams. The key piece of data is the total of all sales for the year and the progress to the enterprise sales goal.
What dashboard component will effectively show this number and the proximity to the total goal as a single value?
Gauge
Use gauge charts to track progress along a single measure, such as how much revenue has been realized versus the target.
57
CK wants a report to categorize accounts into small, medium, and large sizes according to the dollar value found in the Contract Value field. What feature should an administrator use to meet this request?
Bucket Column
Quickly categorize report records without creating a formula or a custom field by bucketing them. When you create a bucket column, you define multiple categories (buckets) used to group report values.
58
The sales manager at CK wants to set up a business process where opportunity discounts over 30% need to be approved by the VP of sales. Any discounts above 10% need to be approved by the user's manager. The administrator has been tasked with creating an approval process.
Which are two considerations the administrator needs to review before setting up this approval process?
1. Create a custom Discount field on the opportunity to capture the discount amount.
2. Configure two separate approval processes.
59
The administrator at CK has created an approval process for time off requests. Which two automated actions are available to be added as part of the approval process?
1. Email Alert
| 2. Field Update
60
NTO wants to initiate expense reports from Salesforce to the external HR system. This process needs to be reviewed by managers and directors. Which two tools should an administrator configure?
1. Approval Process
2. Outbound Message
An approval process automates how records are approved in Salesforce.
An outbound message sends information to a designated endpoint, like an external service.
61
An administrator created a record trigger flow to update contacts. How should the administrator reference the values of the active record the flow is running on?
Use the $Record global variable.
Always a $ followed by the object/field/etc
62
What permissions are set in a user profile?
1. Run Reports
2. Mass Email
3. Object permissions
63
Universal Containers is a global company and has many different regions around the world. Its Sales manager is asking for a dashboard which can display the data analysis for USA and UK respectively. How can this easily be achieved?
Use Dashboard filters
Dashboard filters make it easy to provide different combinations of data from a single dashboard. You don’t need separate dashboards for different sets of users — give each group a filter that makes sense for them.
64
UMS is noticing a decrease in deals with a cross-sell opportunity type and wants to share all cross-sell opportunities with a team of subject matter experts in their organization. The company has different roles, and the organization-wide default for Opportunity is set to Private. How should the administrator accomplish this?
Add the subject matter experts to a public group and give them access to the records with a criteria based sharing rule.
A criteria-based sharing rule determines with whom to share records based on field values.
65
An administrator supporting a global team of Salesforce users has been asked to configure company settings. Which two options should the administrator configure?
1. Currency Locale
| 2. Default Langauge
66
A user at UC left the company. The administrator needs to create a new user for their replacement, but they have assigned all available user licenses. What should the administrator do to free up a user license for the new user?
Deactivate the former employee's user record.
Can't delete them
67
The administrator at UC wants to add branding to Salesforce. What are two considerations should the administrator keep in mind?
- Only one theme can be active at a time, and a theme applies to your entire org.
- By default, orgs use the built-in Lightning Blue theme.
- You can create up to 300 custom themes, but you can’t modify or clone the built-in themes provided by Salesforce.
- Themes don’t apply to Salesforce Classic or to mobile.
- Chatter External users see the built-in Lightning Blue theme only.
- Even if you haven’t selected the option to override themes in the App Manager, your app’s brand image and color always override the Lightning Lite and Lightning Blue themes.
- For optimum visibility, we use an accessible version of your brand colors.
68
NTO wants to use Contact Hierarchy in its org to display Contact association. What should the administrator take into consideration regarding the Contact Hierarchy?
Contacts displayed in the Contact Hierarchy are limited to record-level access by the user.
69
CK has the organization-wide sharing default set to private on the Shoe object. The sales manager should be able to view a report containing shoe records for all of the sales reps on their team.
Which three items should the administrator configure to provide appropriate access to the report?
1. Folder Access
2. Role Hierarchy
3. Field Level Security
1) Each user, group, or role can have its own level of access to a report and dashboard folder. Viewers can see the data. Editors can determine what data is shown. Managers can control access.
2) Determine whether users have access to records they don’t own, including records to which they don’t have sharing access, but someone below them in the hierarchy does.
3) Field-level security settings let you restrict users’ access to view and edit specific fields.
70
The administrator for CK needs to give access to a new custom object with custom fields to more than one User. Which two options should an administrator use to meet this requirement?
1. Assign permission set group to Users
2. Create a permission set
A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users’ functional access without changing their profiles.
71
An analytics user at CK needs Read, Create, and Edit access for objects and should be restricted from deleting any records. What should the administrator do to meet this requirement?
Create and assign a custom profile with Delete access removed from each object.
72
The Human Resources department at NTO wants employees to provide feedback about their managers using a custom object in Salesforce. It is important that managers are unable to see the feedback records from their staff.
How should an administrator configure the custom object to meet this requirement?
Uncheck Grant Access Using Hierarchies
73
The administrator at CK deleted a custom field but realized there is a business unit that still uses the field. What should an administrator take into consideration when undeleting the field?
The field can be restored from the recycle bin.
74
UC's administrator has been asked to create a many-to-many relationship between two existing custom objects. Which two steps should the administrator take when enabling the many-to-many relationship?
1. Create two master-detail relationships on the new object.
2. Create a junction with a custom object.
Junction Object: A custom object with two master-detail relationships. Using a custom junction object, you can model a “many-to-many” relationship between two objects.
75
The DR team has a master-detail relationship set up with Open House as the parent object and Visitors as the child object. What type of field should the administrator add to the Open House object to track the number of Visitors?
Roll Up Summary
A roll-up summary field calculates values from related records, such as those in a related list.
76
The administrator at CK has been asked to change the company's Shoe Style field to prevent users from selecting more than one style on a record. Which two steps should an administrator do to accomplish this?
1. Back up the Shoe Style values in existing records.
| 2. Change the field type from a multi-select picklist field to a picklist field.
77
An administrator needs to create a one-to-many relationship between two objects with limited access to child records. What type of field should the administrator use?
Master-detail field
78
Sales users at UC are reporting that it is taking a long time to edit opportunity records. Normally, the only field they are editing is the Stage field. Which two options should the administrator recommend to help simplify the process?
1. Add a Path for the stage to the opportunity record page.
| 2. Use a Kanban list view for Opportunities.
79
CK needs to be able to show different picklist values for sales and marketing users. Which two options will meet this requirement?
1. Two page layouts, one record type, two picklists
2. One page layout, two record types, one picklist
A user’s profile determines which page layout he or she sees. In addition, if your organization is using record types for a particular object, the combination of the user’s profile and the record type determine which page layout is displayed when a user views records for that object.
80
CK's executives have noticed the Opportunity Expected Revenus field displays incorrect values. How should the administrator correct this?
Change the probability associated with the stage.
The probability value is always updated by a change in the stage value, even if the Probability field is marked as read only on your page layout.
81
Users at UC would like to visually see the sales stages on an Opportunity page. The administrator is configuring Path for Opportunities. Which is an important consideration for Path configuration?
Path can include guidance and key fields for each stage.
When you configure key fields and success guidance in a path, kanban views configured for the same object, record type, and picklist also show the information.
82
A sales rep at UMS has launched a series of networking events. They are hosting one event per month and want to be able to report on Campaign ROI by month and series. How should the administrator set up the Campaign to simplify reporting?
Configure Campaign Member Statuses to record which event Members attended
83
Sales reps at UMS 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 configure to help with these issues?
Einstein Opportunity Scoring
Let artificial intelligence help you and your team focus on the right opportunities so you can close more deals. Each opportunity is given a score, from 1 to 99, which is available on opportunity records and list views.
84
The CK sales manager wants to boost productivity by providing insights for sales reps at the start of each day. Which three sales-specific standard Lightning components should an administrator add to the homepage to meet this requirement?
1. Activities
2. Assistant
3. Performance Chart
85
Sales managers would like to know what could be implemented to surface important values based on the stage of the opportunity. Which tool should an administrator use to meet this requirement?
Path Key Fields
At each step of a path, you can highlight key fields and include customized guidance for success.
86
DHR wants a templated process with a mortgage calculator that generates leads for loans. DHR needs to complete the project within 30 days and has maxed out its budget for the year. Which AppExchange item should help the administrator meet the request?
Flow Solutions
87
Once an opportunity reaches the negotiation stage at CK, the Amount field becomes required for sales users. Sales managers need to be able to move opportunities into this stage without knowing the amount.
How should the administrator require this field during the negotiation stage for sales users but allow their
managers to make changes?
Configure a validation rule to meet the criteria
88
The administrator at UMS imported records into an object by mistake. Which two tools should be used to undo this import?
1. Data Loader
2. Mass Delete Records
1) The Mass Delete Records tools do not support custom objects. If you import custom objects by mistake in Enterprise, Unlimited, Performance, or Developer Edition, your administrator can use the Data Loader to mass delete the mistakenly imported records.
2) If you import accounts, contacts, leads, or solutions by mistake, your administrator can from Setup, enter Mass Delete Records in the Quick Find box, then select Mass Delete Records to delete the items you mistakenly imported.
89
The administrator at CK has been asked to replace two old workflow rules that are doing simple field updates when a lead is created to improve processing time. What tool should the administrator use to replace the workflow rules?
Before-Save Flow
Creating or updating a record can trigger an auto-launched flow to make additional updates to that record before it's saved to the database. A record-triggered flow can update a Salesforce record 10 times faster than a record-change process.
90
What are three settings an administrator should configure to make it easy for approvers to respond to approval requests?
1) Email Notification: Depends on the Receive Approval Request Emails field in your approver preferences.
2) Home: Depends on if your admin added the Items to Approve component to your home page. From the Home tab, respond from the Items to Approve component.
3) Chatter: Depends on if your admin has enabled Approvals in Chatter and you haven’t opted out of receiving approval requests through Chatter posts.
91
CK has a screen flow with two questions on the same screen, but only one is necessary at a time. The administrator has been asked to show only the question that is needed. How should an administrator complete this?
Use conditional visibility to hide the unnecessary questions.
Before you set visibility for a screen component, understand the behavior of conditional visibility in flows.
92
CK wants to update a screen flow so that if the checkbox field High Value Customer is set to true, the first screen is skipped and the user is directed to the second screen. How should the administrator configure the decision element?
Use the equals operator and {!$GlobalConstant.True}
93
NTO has asked an administrator to ensure that when contact with the title of CEO is created, the contact's account record gets updated with the CEO's name. Which feature should an administrator use to implement this request?
Process Builder supports three types of processes for your automation needs. The type determines what triggers the process.
- A record change process starts when a record is created or updated.
- An event process starts when a platform event message is received.
- An invocable process starts when something else, like another process, invokes it.
94
Universal Container has made a decision to switch monthly sales performance reviews to quarterly sales reviews. Which feature of Collaborative Forecast allows a System Administrator to ensure that Salesforce Collaborative Forecasting matches the company's quarterly sales performance review?
Configure Default Forecast Display
95
The support team has asked the System Administrator to automate the notification of a customer's support plan ending - they would like for the Customer Support Rep to receive an email 30 days before the Support Plan Expires (the Support Plan Expiration Date is on the Account record). What will the System Administrator do?
Create a workflow rule with a time-based trigger to fire 30 days before the Support Plan Expiration Date and use an email action to notify the assigned Support Rep
Time-dependent actions are executed at a specific time, such as 10 days before a record’s close date. When that specific time passes, the workflow rule re-evaluates the record to make sure that it still meets the rule criteria. If the record does, the workflow rule executes those actions.
96
Who can create a default Opportunity Team
Any user can create a default Opportunity Team in their personal settings and then add them to opportunities they own with one click.
97
Which 5 objects support duplicate rules?
Accounts, Leads, Contacts, Individual, Custom Objects
98
What should you use if you want a field on a child account to automatically have the same as what is on the parent account?
Formula Fields
99
What three modifications can be made to standard fields?
1. Label
2. Help Text
3. Hidden or removed from page layouts with field level security.
100
What would you use to create the ability to add attachments during portions of a flow?
Add a Screen Component.
101
How can a client use Sales Dialer and what are three functions it can perform?
Lightning Experience only.
1. Record Calls
2. Click to Dial
3. Incoming or Outgoing Calls
102
Where would you activate a Flow once it has been tested?
In the button bar of the Flow builder interface.
103
What would you use the recover records that were accidentally deleted?
Data Loader, "Export All" to pull them out of the recycle bin and then use DL to import them back into SF
104
What perms are needed to switch the user running the dashboard to anyone? Which are needed to switch it to someone below you in the hierarchy?
"View All Data" perm / "View My Team's Dashboards" perm
105
How can you create and share subfolders?
In Lightning Experience, subfolders can be created in user created folders, but not public/private folders. Sharing can only be done at the root level and not at the subfolder level.
106
What happens if a user tries to add a new identity confirmation method for their account?
They will receive an email for confirmation. Users are allowed to add their own.
107
What can an admin use to make sure Cases are being assigned based on the users skill level, bandwidth and experience?
Omni-Channel
108
What three items are in the navigation menu for mobile devices?
Chatter, Lightning App Page, Dashboards
109
What should an admin use to transfor records from an inactive user to a new one?
Mass Transfer Tool
110
Name two considerations when scheduling data export backups?
1. Data backups can only be done on a weekly or monthly basis.
2. Backing up metadata requires a separate process.
111
What is the difference between a screen flow and an auto-launched flow?
An autolaunched flow is used for when a user changes a record or clicks a button.
112
What are three steps associated with setting up Web-to-Lead?
1. Map Lead Fields - Can be specified for Account, Oppty and Contact during lead conversion.
2. Auto Response Rules
3. Assignment Rules - To a user or queue (must be active, otherwise the web generated leads get assigned to the default owner in Lead Settings
113
How does the Data Import Wizard interact with external ID matching?
It can match the ID for any object and allows you to select the ID if multiple ones exist.
114
What are two ways to create a new record?
Process Builder can automate record creation as can Flow Builder, with Flow Builder being the preferred solution. (A workflow rule can only create task records)
115
How can an admin have an account use an old exchange rate on opportunities?
Enable 'Advanced Currency Management' and set dated exchange rates.
116
What two things can be synced between Salesforce & Microsoft Exchange?
Events & Contacts (Emails can be attached, but don't sync)
117
What element can be added to a Flow that can delay an action until a certain amount of time after the Flow has performed another action?
Pause Element
118
How can you activate picklist permissions for a user's profile?
You can't. They are not controlled by profiles and are active as soon as they're added. If a user can't see one, then it may be because it's on a record they don't have access to.
119
What is a difference between delegated authentication and federated authentication?
Federated can send data between affiliated but unrelated web services while delegated can't. (Delegated lets the org choose an authentication method and is configured at the permission level so it can be turned on/off for individual users).
