SF Admin Flashcards
(47 cards)
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
Shipments lookup to Accounts
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
- Use muting perm set w/ perm set group to mute selected perms
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
Auto-Response Rule
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
Rich Text & Related Record
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
Add component visibility filters to the components.
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
Use conditional visibility to hide the unnecessary question.
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
Bucket Column
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
Splits
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
Metadata backups are limited to sandbox refresh intervals & data backups are limited to weekly or monthly intervals
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
One page layout, two record types, one picklist
&
Two page layouts, one record type, two picklists
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
Flow Builder
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
Configure a validation rule to meet the criteria
@ 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
Map the lead custom field to the product’s product category field
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
Chatter Broadcast Group
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
The field mapping needs to be re-mapped
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
Account and User
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
Install in a sandbox
Download into a Trailhead Playground
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
Direct users to Global Search to look for similar cases
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
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
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
Run a Health Check to identify vulnerabilities
Which 2 objects are customizable at the Stage Setup Flow?
* Campaigns
* Campaign Members
* Leads
* Opportunities
Leads
Opportunities
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
Cross-object formula field
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
Flow Builder
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
Reset password on the user’s record detail page & Use the unlock button on the user’s record detail page