Study Guide Questions Part 2 Flashcards
Northern Trail Outfitters has hired interns to enter Leads into Salesforce and has requested a way to identify these new records from existing Leads.
Define a record type and assign it to the interns
Northern Trail Outfitters has requested that when the Referral Date field is updated on the custom object Referral Source, the parent object Referral also needs to be updated.
Which automation solution should an administrator use to meet this request?
Process Builder
The Administrator at Cloud Kicks need to automatically route support cases, regardless of how they are created, to a queue based on case priority. What tool should the administrator use?
Assignment rules
Which tool should an administrator use to identify and fix potential session vulnerabilities?
Security Health Check
The Human resources department at Northern Trail outfitters wants employees to provide feedback about the manager using a custom object in Salesforce. It is important that managers are unable to see the feedback records from their staff.
How should an administrator configure the custom object to meet this requirement?
Define a criteria-based sharing rules
Cloud Kicks has the organization wide defaults for Opportunity set to private. Which two features should the administrator use to open up access to Opportunity records for sales users working on collaborative deals? (2)
Role hierarchy
Sharing Rules
A new Sales Rep at Ursa Major has a qualified lead that is ready for conversation. When using the Lead Conversion process, which two records can be created?
Account
Contact
Northern Trail Outfitters wants to encourage employees to choose secure and appropriate passwords for their Salesforce accounts.
Which three password policies should an administrator configure?
Maximum invalid attempts
Password complexity requirements
Number of days until expiration
The administrator are Cloud Kicks created a new field for tracking returns on their new cloud shoe. A user has submitted case to the administrator indication that the new field is unavailable.
Which two steps should an administrator do to troubleshoot this issue?
Ensure that the page layout for the user’s profile has been updated
Review the field level security of the field for the user profile
Cloud Kicks wants to track shoe designs by products. Shoe designs should be unable to be deleted, and there can be multiple designs for one product across various stages.
Which two steps should the administrator configure to meet this requirement?
Create a custom object for shoe designs
Add a custom master-detail field for shoe designs on the Product object
The administrator at Ursa Major Solar has been asked to change the work Item and Project Custom Object Relationship from a master detail to a Lookup.
Which scenario could prevent the administrator from fulfilling this requirement?
Roll up summary fields exist on the master object
DreamHouse Realty (DHR) wants a templated process with a mortgage calculator that generated leads for loans. DHR needs to complete the project within 30 days and has maxed out its budget for the year. Which AppExchange item should help the administrator to meet the request?
Flow solutions
The administrator at Cloud Kicks updated the custom object Event to include a lookup field to the primary contact for the event. When running an event report, they want to reference fields from the associated contact record.
What should the administrator do to pull contact fields into the Custom report?
Create a new report type with event as the primary object and Contact as a related object
The administrator at Ursa Major Solar has created a custom report type and built a report for sales operation team. However, none of the users are able to access the report.
Which two options could cause this issue?
The user’s profile is missing view access
The report is saved in a private folder
Cloud Kicks has a custom object called Shipments. The Company wants to see all the shipment items from an Account page. When an Account is deleted, the shipments should remain.
What type of relationship should the administrator make between Shipments and Account?
Shipments should have a lookup to Account
AW Computing would like to improve its Case Lightning record page by including:
A filtered component to display a message in bold font when a case is saved as acritical record type.
A quick way to update the account status from the case layout.
Which two components should an administrator use to satisfy these requests?
Related record
Rich text
Cloud Kicks want to have consistency when communication with customers on cases. The company has requested messages to be sent in an email channel with categories to help search for the proper message.
Which solution should be administrator suggest to meet this requirement?
Prebuilt Auto-Responses
Cloud Kicks want its reports to show a Fiscal Year that starts on February 1 and has 12 months.
How should the Administrator Address this requirement?
Set the Fiscal Year to Standard and the starting month as February
Cloud kicks has the organization-wide sharing default set to private on the shoe object. The sales manager should be able to view a report containing shoe records for all of the sales reps on their team.
Which two item should the administrator configure to provide appropriate access to the report?
Folder access
Field level security
An administration needs to store the ID of record type of later use in a flow.
Which kind of variable should the administrator use?
Record variable
A user at Cloud Kicks is having issues logging in to Salesforce. The user asks the administrator to reset their password.
Which two options should the administrator consider when resetting the user’s password?
Resetting a locked-out user’s password automatically unlocks the user’s account
After resetting a password, the user may be required to activate their device to successfully login to Salesforce
An administrator at Dreamhouse Reality needs to Create Customized pages for the salesforce mobile app.
Which two types of pages could an administrator build and customize using the Lightning App Builder?
App page
Record page
Support agent at Cloud Kicks are spending too much time finding resources to solve cases. The agents need a more efficient way to find documentation and similar cases from the Case page layout.
How should an administrator meet this requirement?
Direct users to Global Search to look for similar cases
The sales team at Ursa Major Solar has asked the administrator to automate an outbound message. What should the administrator utilize to satisfy the request?
Workflow rule
