Salesforce Fundamentals Flashcards

Configuration and Setup: 20%

1
Q

Where does an administrator control field-level security for users?

A

Profile

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2
Q

Ursa Major Solar recently enabled the multiple currencies feature. As a result, which currency will be used as the foundation for all currency conversion rates?

A

Corporate Currency

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3
Q

Universal Containers created a new custom object to track Inventory items. The support Team cannot see the Inventory object’s tab. Which two settings should the System Administrator check to find the cause of the problem?

A
  1. Support Team permission sets
  2. Support Team Profiles
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4
Q

Universal Containers 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 System Administrator meet this requirement?

A

Create a pre-defined Case Team for each group of product specialists and assign the team using Case assignment Rules.

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5
Q

Ursa Major Solar wants to assign feature licences to user records in Salesforce. What are two features licences that can be assigned in this situation?

A

Service Cloud Users and Knowledge Users

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6
Q

Ursa Major Solar recently purchased 15 new Salesforce Licences.

How many users can an administrator create at the same time on the add multiple users page?

A

A maximum of 10 users.

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7
Q

Salesforce users at Universal Containers complain that global search returns too many records.

Which two configurations should a System Administrator perform to help users manage search results?

A
  1. Specify the Search Filter Fields for the object’s search layout.
  2. Reduce the number of records displayed for each object in the Search Results page.
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8
Q

A System Administrator cannot share a report folder.

What is the possible reason?

A

The folder is private.

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9
Q

A user is unable to login to Salesforce.

What should a Salesforce administrator do?

A

View the user’s login history.

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10
Q

At Ursa Major Solar, Salesforce users have a session timeout of 12 hours. Management wants the session timeout to be increased to 24 hours. Management also wants inactive users to be logged out at that time. What should the administrator do to fulfill this request?

A

In session settings, select 24 hours, and check the box for force logout on session timeout.

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11
Q

An administrator at Ursa Major Solar (UMS) needs to create a new user.

When creating a username, which two considerations need to be taken in to account?

Choose 2 options.

A
  1. Username must be unique across all Salesforce orgs.
  2. Username needs to be in the format of an Email Address.
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12
Q

The Password Policy shows that the length of time until passwords expire is 90 days. However, some users find that their passwords expire every 30 days.

Where should the System Administrator change the password expiration period for these users?

A

Profiles assigned to the Users

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13
Q

Universal Containers uses a custom object within the product development team. Product development, executives, and System Administrators should be the only users with access to records of this object. Product development needs read/write access to all the records within the object, while the executives should only be able to view the records.

How can the System Administrator configure the security model to meet these requirements?

A

Set the Organization-Wide Defaults for the custom object to Public Read Write; Give the Product Development Profile Read, Create, Edit permissions; give the Executive Profile Read Only permissions for that object.

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14
Q

Ursa Major is onboarding 15 new employees in three weeks. The administrator needs to create user records in Salesforce without activating them.

Which two methods allow the administrator to achieve this goal?

Choose 2 options.

A
  1. Click Add Multiple Users and ensure that Generate New Password and Notify User Immediately are unchecked.
  2. Create a .csv file ensuring that IsActive = False, and use the data loader to insert.
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15
Q

Ursa Major Solar utilizes accounts in its sales process; however, not all users have access to them. New users require read access to accounts. Additionally, four new users require edit access.

What should an administrator do to configure access for the new users?

A

Configure a profile to grant account view access and a permission set to grant account edit access to specific users.

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16
Q

Ursa Major Solar has a private sharing model on opportunities. Leadership has asked the administrator to create a new custom object that will track customer payment information and will link to the opportunity. Only those users with access to the opportunity should be able to see the records on the new object.

What should the administrator create to achieve this goal?

A

A master-detail relationship with profile permissions

17
Q

How can a System Administrator discover who added a field to the account page layout?

A

Download the Setup Audit Trail.

18
Q

What is a benefit of entering Trusted IP Ranges in the Network Access section?

A

Users that log in within the network will not be required to verify their identity.

19
Q

An administrator at Ursa Major Solar is implementing an organization-wide default option for the Account object.

What is a correct option for the administrator in this scenario?

A

Private

20
Q

Universal Containers utilizes a private sharing model for Accounts, Contacts, and Opportunities. When account owners are on vacation, a back-up sales rep needs access to all Accounts with the rating of Hot.

How should the System Administrator give the back-up sales rep access to Hot Accounts?

A

Instruct the Hot Account owner to manually share the Accounts with the back-up rep before leaving on vacation.

21
Q

Which two changes are tracked in the Setup Audit Trail?

Choose 2 options.

A
  1. Resetting a user’s password
  2. Using the Data Import Wizard
22
Q

Which two levels of access should be set when sharing a document folder with users?

Choose 2 options.

A
  1. Read/Write
  2. Read-only
23
Q

What are two reasons a user cannot be deactivated?

Choose 2 options.

A
  1. The user is a Customer Community Administrator.
  2. The user is the recipient of Workflow Email Alerts.
24
Q

An administrator at Ursa Major Solar is using sharing rules to grant record access to users.

Which two types of record access can the administrator grant?

Choose 2 options.

A
  1. Read/Write
  2. Read Only
25
Q

When a Salesforce user is deactivated, what happens to all of the records the user owns in Salesforce?

A

They are assigned to the deactivated user until reassigned.

26
Q

The administrator at Ursa Major Solar needs to provide information for total Salesforce licenses, used licenses, and the remaining Salesforce licenses.

Where in setup can this information be found?

A

Company Information

27
Q

Ursa Major Solar has a social marketing team set up as a public group. A sales representative would like to engage the social marketing team on one opportunity.

What should the sales representative do to ensure the social marketing team can access the opportunity?

A

Manually share the record with the public group.

28
Q

Universal Containers has three 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 Account records?

A

. Remove the Customer Record Type as an Assigned Record Type in the users’ Profiles and Permission Sets.

29
Q

At Ursa Major Solar, an administrator has set up a new user. The user needs to activate the account before the email link expires by default.

How long does the user have before the link expires?

A

7 days