Organization Setup (3%) Flashcards
A user has asked if it is possible to edit multiple records at one time. Which features could an admin user to enable this? Choose 3:
A.) Give the user the Mass Edit for Lists permission B.) Enable hover edit C.) Enable quick Edit D.) Enable inline editing E.) Enable enhanced lists
A, D and E
If both inline editing and enhanced lists are enabled, records can be directly edited in a list. If the user has Mass Edit from Lists permission, the value for a common field in up to 200 selected records can be updated.
An admin is told that the sales rep profile should no longer have access to a tab available in an app. Which tab setting should the Salesforce Admin use?
A.) None of the tab settings can meet this requirement
B.) Default Off
C.) Default On
D. Tab Hidden
D.) Tab Hidden
The “Tab Hidden” setting means that the tab will not be visible be default, and the user cannot enable it.
“default Off” allows the tab to still be visible when viewing “All Items” in the App Launcher but not visible within an app, users can customized their display to add the tab to an app.
“Default On” allows the tab to be visible in the app and when viewing all tabs
A user has complained to the admin that she can no longer view some of the tabs she used to have in the navigation bar. If the user uses Lightning Experience only, which of the following could cause this issue? Choose 3
A.) The user has used the App Launcher to switch to a different App
B.) The user has customized the navigation bar of the app
C.) The user has logged into the wrong Salesforce org
D.) The admin has removed access to the tab at the user level
E.) The “auto-hide” feature is turned on for rarely used tabs
A, B and C
An admin can modify the access to a tab but not for an individual user. There is no auto-hide feature for rarely used tabs. Each app can have a different set of tabs. users can be assigned to diff apps.
Users can add, remove, rename and reorder tabs that are displayed by default be personalizing the navigation bar of an app in Lightning experience. Default tabs that are specified by the admin cannot be removed or renamed.
A compnay setting up multiple salesforce orgs for different parts of the business means users can have multiple logins and log into the wrong org.
An admin is considering changing the default company locale. What should the admin consider when doing this?
A.) The company locale will be used for all users, and it cannot be changed
B.) The company locale is set as the default for new users, but any user can change their personal locale setting
C.) The company locale is not set as the default for new users; users must set the locale on their user record when they first log in
D.) The company locale is set as the default for new users but can be changed only by an admin
B
New users inherit the campany’s locale setting. The locale setting for a user can be changed by the user in “personal information” or an admin in “Users”
European users are reporting that dates are displaying in the US date format instead of the European date format. The majority of users are based in the US. What is the most efficient way to handle the issue?
A.) Inform European users to change the locale settings in personal settings
B.) Chagne the date format setting on the company profile
C.) Change the default locale setting on the company profile
D.) Manually chance each European user’s locale in User settings
A.) Inform European users to change the locale settings in personal settings
The default locale setting is on the company profile and determines the display format of dates, times and numbers. It can be set at the company level but can be overridden by the users in their personal settings. With this scenario, the most efficient way to handle this issue would be to inform the affected users to change their personal settings to reflect their locale.
Two profiles require different tabs at the top of the home page. How can this be achieved?
A.) Assign different home page layouts to each profile
B.) Create two custom apps with different tabs and assign one or the other to each user
C.) Create two custom apps with different tabs and apply one each to the two different profiles
D.) This cannot be achieved
C.) Create two custom apps with different tabs and apply one each to the two different profiles
Custom apps can be created to hold different tabs. Each profile can have a default app assigned to it that displays when the user logs in. Home page layouts can be assigned by profile, but do not affect the tab layout. Apps can be assigned to profiles, not individual users.
As part of the launch of Salesforce for the org, the VP of communications has given the admins the company branding guide and files to incorporate into the user interface. What should the admin do to accommodate this request?
A.) A request must be sent to Salesforce to have custom logos and colors change for the org
B.) An admin can upload a new logo but the color can only be in Salesforce Lightning Blue
C.) An admin can go to the Themes and Branding in the User Interface settings to create a new theme
D.) Themes and colors can not be changed in Lightning Experience
C.) An admin can go to the Themes and Branding in the User Interface settings to create a new theme
The admin can create the new these and upload the org’s image and colors in the Themes and Branding section of the User Interface settings. The theme will be applied to the entire organization and only one theme may be active at any given time.
A sales user has create a list view to dismay accounts of premium customer in Lightning Experience. He would like to share this list with a public group of co-workers. What should a Salesforce Admin recommend to allow the co-workers to see the accounts as quickly as possible?
A.) Share the list view with the public group of co-workers from List View Controls
B.) Create a report that shows the accounts and share it with the co-workers
C.) Use the sharing button to share the list view with the Co-workers
D.) Export the list view to a .csv file and share it with the co-workers
A.) Share the list view with the public group of co-workers from List View Controls
A list view can be shared with a public group of users by selecting “sharing settings” from the “List View Controls” menu in Lightning Experience. It can be used to quickly share a particular list view with users. Exporting a list view or creating a report is not an efficient solution for this case case. Also, a sharing button is not used to share a list view.
Global shipping does business in a number of different countries but wants to report in a single currency. The admin is considering enabling multi-currency. What additional steps must be taken after mutli-currency is enabled? Choose 3
A.) Define the list of currencies and make them active
B.) Set the exchange rates for the currencies
C.) set the validity dates for the exchange rates
D.) Set the corporate currency
A, B, and C
Exchange rates are not dated by default when multi-currency in enabled. The Advanced Currency Management features must be selected if the company needs to track dated exchange rates. As a requirement for dated exchange rates was not specified, Advanced Currency Management is on optional step.
What does the “Default Locale” setting determine? Choose 3
A.) Default Currency B.) Fiscal year C.) Format of Dates and Times D.) Display format of Addresses E.) Name Format
C, D and E
The “Default Locale” setting determines the format of dates, times, numbers, names, addresses, and phone numbers in Salesforce. The default currency for single currency orgs is set using the “Currency Locale” field, a separate field to the “Default Locale”
ABC Company is expecting to have a very large volume of contract records with attachments. What should an admin advise regarding storage requirement?
A.) Only data storage will be used when storing contracts with attachments
B.) Only file storage will be used when storing contracts with attachments
C.) Salesforce does not place limits on either file or data storage
D.) Both data and field storage will be used when storing contract records with attachments.
D.) Both data and field storage will be used when storing contract records with attachments.
Data storage is used by adding data records. File storage is used by adding file attachments. In this case, both data and file storage would be used with contract records and their attachments.
Users have asked for the Parent Account field to be displayed in the Account Lookup dialog. How can this be enabled?
A.) Modify the Account Search results layout to include Parent Accounts in both Classic and Lightning
B.) Modify the Account Lookup Dialog layout to include Parent Accounts in both Classic and Lightning
C.) The users can modify the fields themselves using the ‘My columns” link in the lookup dialog
D.) The fields in the Account Lookup dialog are fixed and cannot be changed
E.) Modify the Account Lookup dialog in Classic and the Account Search results in Lightning
E.) Modify the Account Lookup dialog in Classic and the Account Search results in Lightning
In Classic, the lookup dialog layout within the Account Search Layouts allows the fields that are displayed in the lookup dialog to be selected. If enhanced lookups are enabled, users can then use the My Columns link to customize the columns that are displayed from the available columns defined in the lookup dialog.
In Lightning, the lookup dialog layout can be amended in Search Results in Account Search layouts, Account Search Fields can be added and removed. Users cannot customize the search results layout in Lightning.
Global Insurance has recently switched to Lightning. Service Agents complain about having to wade through Performance Charts and Top Deals, instead of New Cases on the Home Page. Sales Reps, on the other hand, refuse to accept any changes to the current home Page. How can an admin address the needs of Sales reps and the Service Agents?
A.) Advise users that they can customize their own Home Page
B.) User Visualforce to customize the home Page to dynamically display based on profile
C.) It is not possible to customize the Home page in Lightning Experience
D.) Use the Lightning App Builder to customize the Home page for different profiles
D.) Use the Lightning App Builder to customize the Home page for different profiles
Lightning App Builder can be used to customize Home pages in Lightning Experience for different profiles. users cannot customize their own Home Page in Lightning. Visualforce cannot be used to customize the Home Page to dynamically display based on profile.
How would an admin be able to see how many remaining licenses are available? Choose 2
A.) System Overview page B.) Company Information Page C.) Security Controls -> Licenses D.) Manage Users -> Licenses E.) Limits -> Licenses
A and B - System Overview page and Company Information Page
Acme Corp is making the switch to Lightning. Admins are tasked with creating different pages to fulfill business requirements. What pages are available to create with the Lightning App Builder? Choose 3
A.) Record page B.) App page C.) Home Page D.) Default Landing page E.) List page
A, B and C
The Lightning App Builder can be used to create an App Page, Home page, Record Page, or Embedded Serve Page. “Default landing Page” and “List Page” are not available options when creating pages using Lightning App Builder.
Sales resp in an organization need to record opportunities in USD and EUR. How can an Admin accomplish this? Choose 2
A.) Add the desired additional currency in the “Manage Currencies” page
B.) Enable multiple currencies for the organization in the “Company Information” settings
C.) It is not possible to use multiple currencies in Salesforce
D.) Grant the “Multiple Currencies” permission set to eh sales reps
A and B
SFDC offers a multiple currencies feature, but it must first be enabled in the “company information” page in Setup. After enabling, other currencies can be added in the “Manage Currencies” settings page in Setup.
Each navigation bar of various apps inside a Salesforce org contains items in a particular order to ensure productivity. How can the admin ensure that the users cannot change this? Choose 2
A.) App settings
B.) Profile settings
C.) User Interface Settings
D.) Permission Set
A and C
In User Interface settings, the setting “disable Navigation Bar Personalization in Lightning experience” controls whether users can personalize their navigation bar. The admin can selecte this option to prevent users from rearranging or adding items to the navigation bar in any app.
Alternatively, the App setting “Disable end-user personalization of nav items in this app” for each app (App Manager -> Edit beside the App, App Options) helps control users from personalizing the menu items only for a particular app, the approach recommended by Salesforce.
CoolRay Sunglasses is spinning off a division that makes eye protection equipment for winter sports. The company will be using the same instance of Salesforce that is used by the fashion eyewear division. A lightning application is being used to manage records related to fashion eyewear. A new lightning application has also been created recently to streamline the sales process for the eye protection team, which is also temporarily working on fashion eyewear. As a result, data entry mistakes by the team are quite common. Which of the following can be used to improve the focus of the eye protection sales team? Choose 2
A.) Create a custom field on the Opportunity object that allows selecting the “Type”
B.) User different brand images and colors for the two applications
C.) Use pinned list views for the two types of products sold by the company
D.) User sharing rules to restrict the eye protection sales teams’ access to opportunities
B and C
Lightning apps can have their own distinct colors, logos and backgrounds which can be specified in App Details and Branding Section by editing the app. A custom list view can be created and i]pinned in Lightning, which would allow setting it as the default view for records that are frequently accessed by others.
Creating a custom “Type” field could work, but avoiding unnecessary customization make the entire instance easier to maintain.
Sharing rules cannot be used to restrict access to records.
Users have complained that the Account screen is taking a long time to load. What could the admin do to address this? Choose 1
A.) Enable separate loading of related lists
B.) Enable inline editing
C.) Enable enhanced lists
D.) Enable quick load on the account page layout
A
Enable separate loading of related lists with load the main record details first and then load the related lists. This will help performance if there is a large number of related lists.
What of the following are found in the Company Information page? Choose 3
A.) Roles B.) Default Locale C.) Storage Used D.) Total Number of open Opportunities E.) Licenses available
B, C and E
Company information page contains company, financial, and support information. It also includes default language, timezone, and locale as well as the storage space used and the number of licenses available.
ABC Rentals has a financial year that begins in July and ends in June. How can the admin make sure that reports and forecasts are set up to reflect this?
A.) Use Standard Fiscal year and set the fiscal year to start in July
B.) It is not possible to change the fiscal year settings in Salesforce
C.) Enable Custom Fiscal year and set the starting month to July
D.) Use the Default Fiscal year Setting in Salesforce
A.) Use Standard Fiscal year and set the fiscal year to start in July
The Standard Fiscal Year can be used when an organization follows the Gregorian calendar (calendar divided into 12 months). When using the Standard Fiscal year, the starting month can be set to any month.
An admin is tasked with creating new home pages in Lightning. What should the admin consider when creating home pages? Choose 2
A.) The Home page can be customized for each role
B.) Home Pages can only be assigned through permission sets
C.) The Home page can be assigned to each app
D.) The Home page can be customized for each profile
E.) Each user can customize their own Home Page layout
C and D
The home page can be customized in the Lightning App Builder and a different page assinged for different profiles and different apps. Admins can assign a different home page on each app and profile combinations.
If an organization is using multi-currency and does not want the converted amount to change on closed opportunities when exchange rates are updated, which features can be used?
A.) Exchange Rate Management B.) Advanced Currency Management C.) Lock exchange Rates D.) Opportunity Locking E.) Custom Fiscal Year
B.) Advanced Currency Management
Advanced Currency Management allows you to track exchange rates by date range. The opp converted amount will be locked based on the closed date and applicable exchange rate.
Universal Container’s Sales Team has noticed that when exchange rates are updated, opportunity amounts recorded in additional currencies change. How can an admin avoid having opportunity amount on closed opps change when exchange rates are updated?
A.) Enable Advanced Currency management and set dated exchange rates
B.) Opportunity amounts will always display with the latest exchange rate
C.) Update the exchange rate on a monthly basis
D.) Lock the amount on the opportunity record.
A.) Enable Advanced Currency management and set dated exchange rates
