Salesforce Fundamentals (Obj 3,4)

Question 1

The HR department is considering to use Salesforce for managing performance reviews for employees. It is concerned about access to this sensitive data such that the organization-wide default settings for the Performance Review object will be set to Private. What feature can then be used to open up access to this data to the employees’ manager only? (1)

A.) Permission Sets

B.) Role Hierarchy

C.) Manual Sharing

D.) Manager Group Sharing

Answer 1

C.) Manual Sharing

Question 2

The HR Manager would like to give permission to only one Account Executive to access the Employee custom tab, which is currently only available for the ‘HR Employee’ profile. How can this be configured? (1)

A.) Use organization-wide default settings

B.) Use object level security to grant access

C.) Add a permission set to the Account Executive profile

D.) Add a permission set for the specific user

Answer 2

D.) Add a permission set for the specific user

Question 3

Global Containers would like to provide all its sales reps ‘Read’ access to the Account object. However, ‘Edit’ access should only be given to a few senior sales reps who understand how the data should be updated and ensure that the data quality is upheld. What is the recommended way to achieve this requirement? (1)

A.) Use programmatic sharing based on a ‘Trusted?’ checkbox field on the User object

B.) Use the role hierarchy to grant edit access to senior sales reps

C.) Use two separate profiles for regular and senior sales reps

D.) Use one profile for sales reps and create a permission set for senior sales reps that allows editing accounts

Answer 3

D.) Use one profile for sales reps and create a permission set for senior sales reps that allows editing accounts

Question 4

Global Insurance has created a custom object to gather feedback from employees about working at the company. The feedback should be private so that employees cannot see each other’s feedback. Only the CEO should be able to view the feedback from all the employees. How should the application be configured to meet this requirement? (1)

A.) Change the OWD setting for the Feedback object to ‘Private’, disable ‘Grant Access Using Hierarchies’ for the object, and create a sharing rule for the CEO role

B.) This is not possible as sharing settings cannot be configured for custom objects

C.) Change the OWD setting for the Feedback object to ‘Public Restricted’ and set a sharing exception for the CEO user

D.) Change the OWD setting for the Feedback object to ‘Private’, enable ‘Grant Access Using Hierarchies’ for the object, and create a sharing rule for the CEO user

Answer 4

A.) Change the OWD setting for the Feedback object to ‘Private’, disable ‘Grant Access Using Hierarchies’ for the object, and create a sharing rule for the CEO role

Question 5

Global Containers is using a custom app to record performance review information for their employees. The performance review of a particular employee should be visible to the employee, the employee’s manager, and the HR director. There are users above the HR director in the role hierarchy, but they should not have access to the performance review. How can this be configured? (1)

A.) Set the OWD setting for Performance Review to ‘Private’ and enable ‘Grant Access Using Hierarchies’ to give visibility to the employee’s manager and HR director

B.) Use Manager Sharing to enable sharing with the employee’s manager and HR director

C.) Set the OWD setting for Performance Review to ‘Private’, disable ‘Grant Access Using Hierarchies’, and use manual sharing for the employee manager and HR director

D.) Set the OWD for Performance Review to ‘Private’ and add a criteria-based sharing rule to share Performance Review records with a public group that includes the employee managers and HR director

Answer 5

C.) Set the OWD setting for the Performance Review to ‘Private’, disable ‘Grant Access Using Hierarchies’, and use manual sharing for the employee manager and HR director.

Question 6

Which of the following Salesforce features can allow one or more users to obtain delete access to an object? (2)

A.) Roles

B.) Permission Set

C.) Profiles

D.) User Setup

Answer 6

B.) Permission Set

C.) Profiles

Question 7

A Salesforce organization uses a custom object to capture expense data. One of their requirements is to ensure that an expense record is only visible to the respective record owners and those above them in the organization hierarchy. Which of these Salesforce features can be configured to meet this requirement? (2)

A.) OWD

B.) Role Hierarchy

C.) Expense Sharing Rule

D.) Permission Sets

Answer 7

A.) OWD

B.) Role Hierarchy

Question 8

A developer wants to specify the objects that an individual or group of users can access. Which of the following security settings can help him achieve his goal? (2)

A.) Permission Sets

B.) Profiles

C.) Field-level security

D.) Organization-Wide Defaults

Answer 8

A.) Permission Sets

B.) Profiles

Question 9

The role of a sales manager of Cosmic Electronics was recently changed due to a transfer. She is now able to access an account record that is not owned by her. The Admin of the company would like to determine whether the role hierarchy is the reason for the record access. Which of the following can be used to quickly determine this? (1)

A.) Account Team related list

B.) Sharing Hierarchy button

C.) Sharing settings

D.) Apex sharing reason

Answer 9

B.) Sharing Hierarchy button

Question 10

An Admin can define a sharing rule to share records with a public group. Which of the following can be included in a public group? (3)

A.) Other public groups

B.) Permission Sets

C.) Profiles

D.) Roles

E.) Users assigned to specific territories

Answer 10

A.) Other public groups

D.) Roles

E.) Users assigned to specific territories

Question 11

Cosmic Smart Solutions has a group of support users who require access to Salesforce. All these users need access to Chatter features and activities. A few of these users also require the ability to view and edit cases and records of a custom object called ‘Product Issue’. None of the users should be able to view or edit the records of any other object. Which solution should be utilized to ensure that these users have the required permissions? (1)

A.) Assign the ‘Read Only’ profile to all the users and assign a permission set to the users who require additional access.

B.) Assign the ‘Standard Platform User’ profile to all the users and assign a permission set to the users who require additional access.

C.) Assign the ‘Minimum Access - Salesforce’ profile to all the users and assign a permission set to the users who require additional access.

D.) Assign the ‘Standard User’ profile to all the users and assign a permission set to the users who require additional access.

Answer 11

C.) Assign the ‘Minimum Access - Salesforce’ profile to all the users and assign a permission set to the users who require additional access.

Question 12

The customer service department of Cosmic Solutions does not have access to Opportunities. Due to a new cross-selling initiative, access to the Opportunity object needs to be provided to allow customer service representatives to create and edit opportunities. Which of the following can be configured for this requirement? (1)

A.) Profiles

B.) Datasets

C.) User Roles

D.) Opportunity Settings

Answer 12

A.) Profiles

Question 13

Only users with the ‘Executive’ profile should have visibility to the ‘Salary’ field on the ‘Position’ object. What is the best way to achieve this? (1)

A.) User permission sets

B.) Use object-level security

C.) Use field-level security

D.) Use record types

Answer 13

C.) Use field-level security

Question 14

If a user has ‘Create and Read’ access to the Case object via their profile and Edit access via the role hierarchy, which of the following statements is true regarding the user’s access to the object? (1)

A.) The user will have create, read, and edit access due to the role hierarchy

B.) The user will not have create and read access due to the role hierarchy

C.) The user will have edit access as granted via the role hierarchy

D.) The user will only have create and read access as specified in their profile

Answer 14

D.) The user will only have create and read access as specified in their profile

Question 15

Cosmic Consulting uses the Project custom object to store Sales and Service project records. Service projects, distinguished by a ticked “Service/Support” checkbox, must be accessible to Support Agents. Sales project records contain sensitive data and should not be accessed by Support agents. Which data security feature can best achieve this requirement? (1)

A.) Sharing Rules

B.) Restriction Rules

C.) Public Groups

D.) Permission Set

Answer 15

B.) Restriction Rules

Question 16

Star Enterprises would like their Salesforce instance to be configured so that any account record which has the ‘Type’ field set to ‘Internal’ is visible to all users. The OWD setting for the account object is set to Private. The associated contracts and opportunities also need to be visible to everyone. How many sharing rules would be needed for this requirement? (1)

A.) None

B.) Three

C.) Two

D.) One

Answer 16

D.) One

Question 17

Sam, a Salesforce developer, is trying to limit the visibility of contact records using the org wide default setting of Private. While testing, he is still able to see all contact records. What could be a reason? (2)

A.) Sam’s profile does not have role hierarchy permission

B.) Sam’s profile has ‘View All Data’ permission

C.) Sam’s profile has ‘View All’ permission for the Contact object

D.) Sam’s role has ‘View All Data’ permission

Answer 17

B.) Sam’s profile has ‘View All Data’ permission

C.) Sam’s profile has ‘View All’ permission for the Contact object

Question 18

How would an Admin ensure that records of a particular standard object are visible only to the record owner, to his manager, and the executives? (2)

A.) Define a Role Hierarchy

B.) Set the OWD setting for the object to ‘Private’

C.) Enable the ‘Grant Access Using Hierarchies’ checkbox for the object

D.) Define a Profile List

Answer 18

A.) Define a Role Hierarchy

B.) Set the OWD setting for the object to ‘Private’

Question 19

Cosmic Solutions has developed a new recruitment application in Salesforce for supporting their global recruitment team. The Admin wants to give access to this new application to several users from the HR and recruitment teams who have not used Salesforce before and do not need access to any other apps or functionality in Salesforce. What is the best option? (1)

A.) Modify an existing profile and modify it to only include permissions to the app.

B.) Create a new profile by cloning an existing profile and modify it to only include permissions to the app.

C.) Assign an existing profile to the users and add permission that allows the users to access the app.

D.) Clone the ‘Marketing User’ profile and assign it to the users.

Answer 19

B.) Create a new profile by cloning an existing profile and modify it to only include permissions to the app.

Question 20

At Global Insurance, medical data related to policyholders is only available to those users who have access via the sharing model. However, the Chief Medical Officer, who uses a User Profile shared with the other medical staff, needs read access to all medical data. Medical data is held in one custom object. How can an Admin ensure that this requirement is met? (1)

A.) Enable the ‘View All Data’ system permission in the profile assigned to the Chief Medical Officer.

B.) Enable the ‘View All’ object permission for the custom object in a permission set assigned only to the Chief Medical Officer.

C.) Enable the ‘View All Data’ object permission for the custom object in the profile assigned to the Chief Medical Officer.

D.) Enable the ‘View All Data’ app permission in the profile assigned to the Chief Medical Officer.

Answer 20

B.) Enable the ‘View All’ object permission for the custom object in a permission set assigned only to the Chief Medical Officer.

Question 21

Fun Toys Inc. allows all employees to view open positions, but only the HR department should be able to create and update the records. Create, read, edit, and delete permissions have been set on the HR user profile. Also, users with the same HR role are allowed to make changes to each others’ records. What other configurations are necessary for this requirement? (2)

A.) Set the OWD setting for the Position object to Public Read-Only

B.) Define the OWD setting for the Position object to Public Read/Write

C.) Configure field-level security to allow HR users to work on each other’s Position records

D.) Create a sharing rule that allows HR users to work on each others’ Position records

Answer 21

A.) Set the OWD setting for the Position object to Public Read-Only

D.) Create a sharing rule that allow HR users to work on each others’ Position records

Question 22

The OWD setting for the Contact object is set to ‘Public Read/Write’. Sam is asked to ensure that sales representatives should not be able to edit Contact records. What should Sam do here? (1)

A.) Grant only ‘Read’ access to Contact in the profile of sales representatives

B.) Grant only ‘Read’ access to Contact in the role of sales representatives

C.) Change the existing OWD setting for Contact to ‘Public Read Only’

D.) Create a Contact sharing rule

Answer 22

A.) Grant only ‘Read’ access to Contact in the profile of sales representatives.

Question 23

Global Systems has three kinds of users, namely, marketing users, sales users, and executive users. Marketing users must not have access to any kind of Opportunity data, while Sales users must not have access to any kind of Lead data. How should this be configured in the company’s Salesforce instance? (1)

A.) Use Object settings in the users’ roles

B.) Use Assigned App settings in the users’ roles

C.) Use Object settings in the users’ profiles

D.) Use Assigned App settings in the users’ profiles

Answer 23

C.) Use Object settings in the users’ profiles

Question 24

SolarFlower would like to prevent its users with the ‘Support’ profile from accessing Documents in Salesforce. Which of the following is the best way to achieve this? (1)

A.) Set the Document Tab setting to ‘Default Off’ for the Support profile

B.) Use a permission set to restrict access to users with the Support profile

C.) Set the Document Tab setting to ‘Tab Hidden’ for the Support profile

D.) Disable object access to the Document Object for the Support profile

Answer 24

D.) Disable object access to the Document Object for the Support profile

Question 25

Global Containers has deployed a custom app for managing Contracts. A sales user named Sam has noticed that the ‘Expiry Date’ field on the Contract detail page can be edited by him, but another user named Eric from a different department has found that the field is read-only for him. What could be the possible reasons for this discrepancy? (2)

A.) The field is set as ‘Read-only’ for Eric’s User record.

B.) The field is set as ‘Read-only’ in the profile assigned to Eric.

C.) The field is set as ‘Read-only’ for Eric’s role in the role hierarchy.

D.) The field is set as ‘Read-only’ in the page layout defined for Eric’s profile.

Answer 25

B.) The field is set as ‘Read-only’ in the profile assigned to Eric.

D.) The field is set as ‘Read-only’ in the page layout defined for Eric’s profile.

Question 26

Global Systems has its Global Sales team organized by geography. There are 242 Regional Sales Managers, 22 Country Managers, and 1 Global VP of Sales. The Global VP of Sales needs to be able to see the Opportunity data of the entire company, while the Country Managers must only see the Opportunities owned by their respective Regional Managers. Moreover, Regional Sales Managers must not see each other’s Opportunity data. What combination of features in Salesforce could be used to achiever this use case effectively? (2)

A.) OWD

B.) Profiles

C.) Object permissions

D.) Roles

Answer 26

A.) OWD

D.) Roles

Question 27

The OWD default setting for the Opportunity object has been set to ‘Private’ to ensure that users cannot access opportunities not owned by them. However, the contracts team needs visibility to all the opportunities with the status of ‘Closed Won’. The contracts team is made up of a contracts manager and contracts team members. The contracts team hierarchy is reflected in the role hierarchy. How can visibility to opportunity records for the contracts team be provided? (1)

A.) Adjust the role hierarchy so that the Contracts team gains visibility to ‘Closed Won’ opportunities

B.) Create a permission set for the Contracts team

C.) Change the OWD setting for the Opportunity object to ‘Public Read Only’

D.) Create a sharing rule based on criteria to share opportunities that are ‘Closed Won’ with the Contracts Manager Role and Subordinates

Answer 27

D.) Create a sharing rule based on criteria to share opportunities that are ‘Closed Won’ with the Contracts Manager Roel and Subordinates

Question 28

When a claim is created at Global Insurance, only an Admin or the assigned claims manager is allowed to delete it. How can an Admin ensure that this requirement is met? (1)

A.) Remove the delete button from the claims page layout assigned to all profiles except the profiles of the claims manager and system administrator

B.) Create a sharing rule and set the access to read-only for all profiles except the profiles of the claims manager and system administrator

C.) Remove the delete permission from the object permission of all profiles except the profiles of the claims manager and system administrator

D.) Create a read-only page layout and assign it to all profiles except the profiles of the claims manager and system administrator

Answer 28

C.) Remove the delete permission from the object permission of all profiles except the profiles of the claims manager and system administrator

Question 29

What are the layers used to control access to data in an application? (3)

A.) Access to reports via report folders

B.) Access to particular fields via field-level security

C.) Access to records via organization-wide defaults

D.) Access to objects via profiles

E.) Access to records via record sets

Answer 29

B.) Access to particular fields via field-level security

C.) Access to records via organization-wide defaults

D.) Access to objects via profiles

Question 30

The Admin of Cosmic Service Solutions has set the organization-wide default sharing setting of the Account object to ‘Private’. The company uses Enterprise Territory Management and has an active territory model with the following territories: Canada, Northeast, Southwest, and California. Account records owned by users who are assigned to the California territory need to be shared with all the users in the Northeast territory. They should have ‘Read’ access to the account records. What solution should be used to accomplish this? (1)

A.) A sharing rule based on record ownership should be created to share the account records.

B.) A sharing rule based on criteria should be created to share the account records.

C.) A permission set should be created to grant record access to users in the Northeast territory.

D.) The default access level of account records should be set in the ‘California’ territory.

Answer 30

A.) A sharing rule based on record ownership should be created to share the account records.

Question 31

The Marketing Director of Cosmic Supermart would like all their Salesforce users to see only the campaign members whose lead or contact records they can access in Salesforce. What can an Admin do to fulfill this requirement? (1)

A.) Use a criteria-based sharing rule defined on the Campaign object to grant access to campaign members.

B.) Modify the OWD setting for the Campaign Member object.

C.) Use a criteria-based sharing rule defined on the Campaign Member object to grant access to campaign members.

D.) Modify the OWD setting for the Campaign object.

Answer 31

B.) Modify the OWD setting for the Campaign Member object.

Question 32

Global Containers is defining an expense management application that uses an “Expense Report” custom object. The company would like to ensure that the users can only view their own expense reports as well as the expense reports of their subordinates related to their roles. Which of the following are essential steps to meet this requirement? (2)

A.) Define a Role Hierarchy based on the organization hierarchy of the company

B.) Define Sharing Rules for the Expense Report object

C.) Set the organization-wide default setting for the Expense Report object to ‘Private’

D.) Define two separate profiles for users and managers

Answer 32

A.) Define a Role Hierarchy based on the organization hierarchy of the company

C.) Set the OWD setting for the Expense Report object to ‘Private’

Question 33

A group of managers needs to have access to several objects of a Salesforce app for a limited time. The Admin intends to assign several permission sets to these users in order to give them the required access but wants to make sure that their access is removed after a certain period of time. How can the Admin most efficiently address this requirement? (1)

A.) Create session-based permission sets, and assign them to the managers

B.) Create a permission set group that contains the permission sets, assign it to the managers, and remove the assignments at the end of the predetermined time period

C.) Create a session-based permission set group that contains the permissions, and assign them to the managers

D.) Create the permission sets, assign them to the managers, and remove the assignments at the end of the predetermined time period

Answer 33

C.) Create a session-based permission set group that contains the permissions, and assign them to the managers

Question 34

There is a requirement that when the ‘Audit’ field on an Account record is marked as ‘Y’, all audit team members should get access to it. An audit team is a collection of senior users from each department. How can this requirement be addressed? (1)

A.) Create a sharing rule and associate it to Public Groups

B.) Ask a developer to programmatically share records using Apex

C.) Create a sharing rule and associate it to a Role & Internal Subordinates

D.) Create a sharing rule and associate it to a Role

Answer 34

A.) Create a sharing rule and associate it to Public Groups

Question 35

The Admin of Global Insurance has set the OWD setting for the Account object to ‘Private’. If required, account managers are allowed to grant record access to other users at their own discretion. How can the Admin meet this requirement? (1)

A.) Enable ‘Grant Access Using Hierarchies’ in the security settings of the object

B.) Create a custom button and add it to the page layout to enable manual sharing.

C.) Enable ‘Manual Sharing’ in the security settings of the object.

D.) Add the ‘Sharing’ button to the Account page layout if noy yet added.

Answer 35

D.) Add the ‘Sharing’ button to the Account page layout if not yet added.

Question 36

Sia is helping Jobelle with a particular opportunity. She needs to view and update the details of the opportunity record, the account record it’s related to, and the account contacts. The sharing setting on accounts and opportunities is set to private. How should the Admin meet this requirement? (1)

A.) Ask Jobelle to add Sia to the opportunity team

B.) Create a sharing rule to give access to Sia

C.) Ask Jobelle to add Sia to the account team

D.) Add Sia to the role hierarchy above Jobelle to give her visibility

Answer 36

C.) Ask Jobelle to add Sia to the account team

Question 37

Global Systems requires that some specific Opportunities be collaborated on by multiple Regional Sales Managers so that they are closed efficiently. Collaborating on an Opportunity is an ad hoc decision taken by a Regional Sales Manager, and there is no common criterion used to determine such Opportunities. Which Salesforce feature would help in achieving this use case? (1)

A.) Manual Sharing

B.) Programmatic Sharing

C.) Roles

D.) Sharing Rules

Answer 37

A.) Manual Sharing

Question 38

Global Systems has a ‘Net Worth’ field on the Account object to capture the value of a customer’s total assets minus the liabilities. However, only executive users should be able to view the data in this field. How would Global Systems achiever this requirement? (1)

A.) Specify field-level security for the ‘Net Worth’ field

B.) Define separate page layouts for executive and regular users

C.) Define appropriate account sharing rules

D.) Use Visualforce to selectively mask net worth data

Answer 38

A.) Specify field-level security for the ‘Net Worth’ field

Question 39

A custom application is used to record staff details. The ‘Date of Birth’ custom field on the ‘Staff’ object is considered private and should only be visible to HR users. What can be used to prevent a non-HR user from accessing this data? (1)

A.) Page Layouts

B.) Object-Level Security

C.) Field-Level Security

D.) Record Types

Answer 39

C.) Field-Level Security

Question 40

If a user’s profile has Read and Edit access to Contacts, and the OWD setting is ‘Public Read Only’, what access will the user have to Contacts? (1)

A.) The user will be able to view and edit contacts they own and view all other contacts

B.) The user will be able to view and edit contacts related to all accounts owned by them

C.) The user will be able to view but not edit all contacts they own in the system

D.) The user will be able to view and edit all contacts in the system

Answer 40

A.) The user will be able to view and edit contacts they own and view all other contacts.