SF Admin Flashcards

(47 cards)

1
Q

Cloud Kicks has a custom object called Shipments. The company wants to see all shipment items from an account page. When an Account is deleted, the shipments should remain. What type of relationship?
* Accounts lookup to Shipments
* Shipments lookup to Accounts
* Shipments master/detail to Accounts
* Accounts master/detail to Shipments

A

Shipments lookup to Accounts

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

Admin installed packages containing a permission set group. Permission set group includes Delete access on several objects, and the admin needs to prevent users in permission set group from deleting. Which applies?
* Create a new role that prevents delete permissions from rolling to users
* Edit profile for users to remove delete access across objects
* Create perm set that has delete deselected for the objects
* Use muting perm set w/ perm set group to mute selected perms

A
  • Use muting perm set w/ perm set group to mute selected perms
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

Support manager at Cloud Kicks wants to respond to customers as quickly as possible. They requested the response to include the top 5 troubleshooting tips. Which should be selected:
* Knowledge Article
* Email Alerts
* Assignment Rule
* Auto-Response Rule

A

Auto-Response Rule

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

AW Computing would like to improve Case Lightning Record page by including:
1. Filtered components to display messages in bold font when a Case is saved as type: Critical
2. Quick way to update Account status from Case Layout
Select 2 Options:
* Related List
* Rich Text
* Record Detail
* Related Record

A

Rich Text & Related Record

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

Users at Cloud Kicks want to see information more useful for their role on the Case page. How should the admin make the pages more dynamic?
* Delete the extra components from the page
* Add component visibility filters to the components
* Include more tab components with filters
* Remove fields from the record details component

A

Add component visibility filters to the components.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

Cloudy Kicks 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 the admin do this?
* UJse branching in the screen flow to show the proper scenario
* Use conditional visibility to hide the unnecessary question
* Use a decision element and a new screen to show the proper question
* Use a new version of the flow for each scenario

A

Use conditional visibility to hide the unnecessary question.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

Cloudy Kicks wants a report to categorize accounts into small, medium, and large based on the dollar value found in the Contract Value field. What feature should the admin use?
* Detail Column
* Group Rows
* Bucket Column
* Filter Logic

A

Bucket Column

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

Cloud Kicks wants to give credit to Opportunity team members based on the level of effort contributed by each person toward each deal. What feature should the admin use to meet this requirements?
* List Views
* Queues
* Stages
* Splits

A

Splits

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

Cloud Kicks intends to protect data with backups by using the data export service. Which 2 considerations should the admin remember when scheduling the export?
* Metadata backups must be run via a separate process.
* Meta data backups are limited to sandbox refresh intervals
* Data export service should be run from a sandbox
* Data backups are limited to weekly or monthly intervals

A

Metadata backups are limited to sandbox refresh intervals & data backups are limited to weekly or monthly intervals

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

Cloud Kicks needs to be able to show different picklist values for sales and marketing users. Which 2 options meet this requirement?
* One page layout, two records, one picklist
* One record type, two profiles, one picklist
* Two permission sets, one record type, one picklist
* Two page layouts, one record type, two picklists

A

One page layout, two record types, one picklist
&
Two page layouts, one record type, two picklists

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

Universal Containers requires that when an opportunity is closed won, all other opem opportunities on the same account must be marked as closed lost. Which automation solution should the admin use?
* Outbound message
* Workflow Rule
* Flow Builder
* Quick Action

A

Flow Builder

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

Once an opportunity reaches the negotiation stage at Cloud Kicks, 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 admin require this field during negotiations for sales users, but allow managers to make changes?
* Make the field required for all users
* Assign the admin profile to the managers
* Configure a validation rule to meet the criteria
* Create a formula field to fill in the field for managers

A

Configure a validation rule to meet the criteria

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

@ Universal Containers, there is a custom field on the Lead named Product Category. Management wants this information to be part of the opportunity upon lead conversion. What action should admin take?
* Map the lead custom field to the product’s product category field
* Configure the product categories picklist field on the product
* Create a custom field on the opportunity and map the two fields
* Create a workflow to update the oppotunity fields based on the lead

A

Map the lead custom field to the product’s product category field

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

Ursa Major Solar offers amazing experiences for all of its employees. The employee engagement committee wants to post updates while restricting other employees from posting. What should the admin create?
* Chatter Recommendations
* Chatter Stream
* Chatter Unlisted Group
* Chatter Broadcast Group

A

Chatter Broadcast Group

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

The administrator at Cloud Kicks deleted a custom field but realized that it is part of the lead conversion process. What should be considered when undeleting the field?
* The field needs to be re-added to reports
* The field needs to be restored in the search settings
* The field history will remain deleted
* The field mapping needs to be re-mapped

A

The field mapping needs to be re-mapped

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

Universal Containers has enabled Data Protection and Privacy for its org. Which page layouts will have the individual field available for tracking data privacy information?
* Contact, Lead, and Person Account
* Individual, Users, and Account
* Case and Opportunity
* Account and User

A

Account and User

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
17
Q

Cloud Kicks wants to try out an app from the AppExchange to ensure that the app meets its needs. Which 2 options should the admin do?
* Check edition compatibility
* Install in a sandbox
* Download into a Trailhead Playground
* Test Drive in a production Org

A

Install in a sandbox
Download into a Trailhead Playground

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
18
Q

Support agents at Cloud Kicks are spending too much time finding resources to solve customer cases. The agents need a more efficient way to find documentation and similar cases from the Case page layout. How should the admin meet this requirement?
* Direct users to global search to look for similar cases
* Use an interview flow to capture case details
* Create a custom object to capture popular case resolutions
* Configure knowledge with articles and data categories

A

Direct users to Global Search to look for similar cases

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
19
Q

The administrator at Cloud Kicks has been asked to change the company’s Shoe Style field to prevent users from selecting more than one style on a record. Which 2 steps should the admin take?
* Reactivate the appropriate Shoe Style values after the field type change
* Back-up the Shoe Style values
* Select the “Choose only one value” checkbox on the picklist field
* Change the field type from the multi-select picklist field to a picklist field

A

Select the “Choose only one value” checkbox on the picklist field
Change the field type from the multi-select picklist field to a picklist field

20
Q

The IT manager at UC is doing an audit of the system’s security. How should the admin provide a summary of the security health
* Run a Health Check to identify vulnerabilities
* Change the organization-wide default to private to restrict visibility
* Download the last 6 months of user login data
* Turn on Event Monitoring to track user events

A

Run a Health Check to identify vulnerabilities

21
Q

Which 2 objects are customizable at the Stage Setup Flow?
* Campaigns
* Campaign Members
* Leads
* Opportunities

A

Leads
Opportunities

22
Q

Sales users are Cloud Kicks are requesting that the data in the industry field on the account object display on the opportunity layout. Which type of field should the admin create?
* Cross-object formula field
* Master-detail relationship
* Standard Account field
* Custom Account field

A

Cross-object formula field

23
Q

At CK, sales reps use discounts on the opportunity record to help win sales on products. When an opp is won, they have to manually apply the discount to the related opp products. The Sales manager wants to automate this time-consulting task. What should the admin use?
* Prebuilt Macro
* Approval Process
* Formula Field
* Flow Builder

24
Q

A user at NTO is having trouble logging into Salesforce. The user’s login history shows that this person has attempted to log in multiple times and has been locked out of the org. Which two ways can the admin help the user?
* Log in as the user to unlock the user and reset the password
* Reset the password policies to allow the user to login
* Reset password on the user’s record detail page
* Use the unlock button on the user’s record detail page

A

Reset password on the user’s record detail page & Use the unlock button on the user’s record detail page

25
An Admin at Dreamhouse Realty wants an easier way to assign cases based on agent capacity and skill set. What should the admin enable to meet this? * Territory management * Omni-Channel * Escalation Rules * Knowledge Management
Omni-Channel
26
An Administrator creates custom text area field on the account object and adds it to the service team's page layout. The service team manager loves the addition of this and wants it to appear in the highlights panel so the service reps can quickly find it when on the account page. How should the admin do this? * Make the field required and move it to the top of the page * From the page layout editor, drag the field to the highlights panel * In the Account object manager, create a custom compact layout * Create a new page layout and a new section titled highlights panel
In the account object manager, create a custom compact layout
27
The administrator at UMS needs to make sure that unassigned cases from VIP customers get transferred to the appropriate service rep within 5 hours. VIP customers have access to 24 hr support. How should this be done? * Business Hours * Escalation Rules * Case Queues * Assignment Rules
Assignment Rules
28
Customer service accesses articles with the knowledge lightning component on the service cloud console. Billing dept users would like similar functionality on the case record without using the console. How should the admin do? * Add the knowledge component to the page layout * Add the knowledge component to the record page * Add the knowledge related list to the page layout * Add the knowledge related list to the record page
Add the knowledge component to the record page
29
The administrator for the Cloud Kicks has created a screen flow to help service reps ask the same set of questions when customers call in with issues. This screen should be visible from cases...how should the screen flow be sent out * Lightning page * Home page * Page layout * Component Filters
Lightning Page
30
AW Computing has 6 sales teams in a region. These teams always consist of the same account manager, engineer, and assistant. What should the admin configure to make it easier for teams to collaborate? * Create a queue for each team and assign account ownership to the queue * Enable account teams and show the users how to set up a default account team * Propose the users manually share all their accounts with their teammates * Enable and configure standard opportunity teams with splits
Enable account teams and show the users how to set up a default account team.
31
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 3 options should the admin use to address this need? * Configure opportunity path * Enable guided selling * Use validation rules * Use flow to mark field required * Mark fields required on page layout
Configure opportunity path Use validation rules Mark fields required on the page layout
32
CK needs to change the owner of a case when it has been open for more than 7 days. How should the admin do this * Escalation Rules * Auto-Response Rules * Validation Rules * Assignment Rules
Escalation Rules
33
NTO wants to use contact hiearchy in its org to display contact association. What should the admin consider regarding contact hierarchy? * Contact hierarchy is limited to only display 3000 contacts at one time * Sharing settings are ignored by contacts displayed in the contact hierarchy * Customizing hierarchy columns changes the recently viewed contacts list view * Contacts displayed in the contact hierarchy are limited to record-level access by users
Contacts displayed in the contact hierarchy are limited to record-level access by users
34
An Admin at UC needs an automated way to delete records based on field values. What solution should be used * Workflow * Process Builder * Automation Studio * Flow Builder
Flow Builder
35
The admin at CK has a custom picklist field on lead, which is missing on the contact when leads are converted. Which 2 items should the admin do to make sure these values populate? * Map the new picklist field on the lead to the contact * Create a custom picklist field on the contact * Update the picklist value with the validation rule * Set the picklist field to be required on the lead object
Map the picklist field on the lead to the contact & Create a custom picklist field on the contact
36
NTO has a new flow that automatically sets field values when a new account is created. The flow is launched by a process, but the flow is not working properly. What should the admin do? * Use the native debug feature in the Flow Builder * Review debug logs with the flow logging level * Set up email logs and review the send error logs * View the setup audit trail and review for errors
Use the native debug feature in the flow builder
37
UC requires a different lightning page to be displayed when accounts are viewed in the Sales console and in the Service Cloud. How should an admin meet this requirement? * Define multiple record types * Create different user profiles * Assign lightning pages as app defaults * Update page layout assignments
Update page layout assignments
37
The VP of sales at DHR has requested a dashboard to visualizae 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? * Donut * Gauge * Table * Stacked Bar
Gauge
38
CK has a customer success agent going on leave and needs to change ownership on multiple cases. Which 2 users are able to fulfill this request? * A user with the manage cases permission * A user with a manager role above the agent * A user with Read permissions on the account * A user with system admin profile
A user with manage cases permission and system admin profile
39
An admin has assigned a permission set group with the two-factor authentication for the User Interface Logins permission and the two-factor authentication for API logins permission to a group of users. Which 2 promots will happen when one user attempts to log in to Data Loader? * Users need to get security token from a trusted network using reset my security token * Users need to enter a verification code from email or SMS, whichever has higher prioprity * Users need to download and install an authenticator app on their mobile phones * Users need to connect an authenticator app to their SF account
Users need to download and install an authenticator app on their mobile device and users need to connect their authenticator app to their SF account
40
NTO has a custom quick action on Account that creates a new Case. How should the admin make the quick action available on the SF app? * Modify compact case page layout to include the action * Add the SF mobile and lightning experience action to the page layout * Create a custom lightning app with the action * Include the action in the SF mobile navigation menu
Add the SF Mobile and Lightning Experience action to the page layout
41
DHR requires that house showings be scheduled within the current year to prevent too many future showings from stacking up. How can they make sure Showing Data is only populated with a date this year? * Sync the users showing calendar to salesforce and filter it to only look at this year * Create a report that shows any showing dates not scheduled in the current year to be updated * Create a valudation rule that ensures showing date contains a date within the current year * Add help text so the user knows to only add a showing date within the current year
Create a validation rule that ensures showing date contains a date within the current year
42
An admin at NTO is creating a validation rule. Which 2 functions should the admin use when creating? * Formula return type * Rule active date * Error condition formula * Error message location
Error condition formula Error message location
43
Brokers at DHR need to see certain info about 1+ cases when referencing the contact record. This includes: Case Name, Case ID, Customer Name, Case Reason, Case Status, and Case Creation Date. Which 2 changes should admin make? * Edit the related list component in lightning app and choose related list as the related list type * Use the page layout editor to cjange the related list type to Enhanced List * Edit the related list component in the lightning app builder and choose enhanced list as the related list type * Use the page layout editor to incluee the appropriate columns in the cases related list
Use the page layout editor to change the related list type to enhanced list Use the page layout editor to include the appropriate columns in the cases related list
44
UMS has its business hours set from 9a-5p for the reps that are on pacific time. The reps on eastern time need business hours set to start 3 hours earlier to cover for support. How should admin solve this issue * Allow the reps to set business hours manually * Adjust the current business hours to accommodate the Eastern Time Zone * Set temporary business hours for each time zone * Create one set of business hours per time zone
Create one set of business hours per time zone
45
46