Configuration Set Up and Objects

Question 1

Salesforce users at Ursa Major Solar complain that global search returns too many records.

Which two configurations should an administrator perform to help users manage search results?

Answer 1

• Specify the search fields for the objects search layout.

- Reduce the number of records displayed for each object in the search results page.

Question 2

List View

Answer 2

A list of records that meet specific criteria

Question 3

What are two reasons a user can not be deactivated?

Answer 3

• The user is a recipient of workflow email alerts

- The user is a customer community administrator

Question 4

User License

Answer 4

A user license determines the baseline features a user can access.
Every user must have exactly one user license
You can assign user permissions for data access through a profile and optionally one or more permission sets.

Question 5

Permission Set

Answer 5

• A permission set is a collection of settings and permissions that give users access to various tools and functions.
• The settings and permissions in a permission set are also found in profiles, but permission sets extend users functional access without changing their profile.

Question 6

Profile

Answer 6

• Define how users access objects and data, and what they can do within the application.
• When you create users you assign a profile to each one.

Question 7

How can a system administrator discover who added a field to the account page layout?

Answer 7

Use the Setup Audit Trail

Question 8

Ursa Major Solar uses a private sharing model for cases. Each product line has several product specialists who want to have visibility to all cases involving their product-line

How should the administrator meet this requirement?

Answer 8

Create a predefined case team for each group of product specialists and assign the team using Case Assignment Rules.

Question 9

Organization-Wide Sharing Defautls

OWD

Answer 9

• Defines the default access level for an objects records with organization wide sharing settings
• Can be set separately for custom objects and many standard objects including assets, campaigns cases and accounts and their contracts

Question 10

Ursa Major has 3 account record types: Prospect, Customer, and Vendor. The customer record type is only for accounts that have a closed won opportunity.

How should a system administrator prevent users from selecting the customer record type when they create new records?

Answer 10

Remove the customer record type as an assigned record type in the users profile and permission sets

Question 11

A system administrator cannot share a report folder. What is a possible reason?

Answer 11

The folder is private

Question 12

Sharing Rules

Answer 12

Give chosen users greater access by making automatic exceptions to your org-wide sharing settings

Use to extend sharing access to those in public groups, roles, or territories

Question 13

Role Hierarchy

Answer 13

Salesforce offers a user role hierarchy that you can use with sharing settings to determine the level of access to your Salesforce org data.

Roles within the hierarchy affect access on key components such as records and reports