Salesforce Admin - SRF

How do you create a custom home page for Lightning Exp?

Setup, > App Builder Define page and put in components

B. Reports C. Dashboards D. Email templates

A folder is a place where you can store which of the following? (Select 3) A. Records B. Reports C. Dashboards D. Email templates

What is a case feed?

"Case Feed" provides a feed of all the activity on a particular case to help support agents speed up the support they provide. In order to use Case Feed, Chatter Feed Tracking must be enabled for the case object.

A. Ownership C. Role Hierarchy

1. How can a user have full access to a record? (Select 2) A. Ownership B. Your answerSharing Rules C. Role Hierarchy D. Manual Sharing E. CRED Settings

How do you view and modify a role hierarchy?

1. Go to Setup, find and select roles 2. Under company name, add role 3. In the label box, enter a title 4. Fill out reports to by filling out the reports to text box Make sure to assign users to role

What can be modified on standard object fields (3)?

1. Help Text 2. Picklist Values 3. Label

What nees to be done to create a customized path for your sales team?

1. Go to Setup and find Sales Process, click 2. Select values and save 3. Create a record type in opportunity

IPI support has office hours Mon-Sun 8a-8p but does not work Christmas, Thanksgiving, and several other holidays throughout the year. Cases are escalated according to working hours within the organization. How should this be configured in Salesforce?

1. A recurring holiday must be added for each holiday and associated with the correct business hours 2. Business hours must be configured to define the correct working hours

When a case assignment rule is created, the rule can be used to assign cases to whom?

1. A specific queue 2. A specific user

What is possible with a workflow task action?

1. A task can be reused in multiple workflow rules 2. A task will show up in the object's activity history

What are the standard objects in Salesforce that are common (11) ACL, OPCCC, DUR?

1. Accounts 2. Contacts 3. Leads 4. Opportunities 5. Products 6. Campaigns 7. Cases 8. Contracts 9. Dashboards 10. Users 11. Reports

What is an option when customizing a report (3)?

1. Add a grouping level 2. Add Sum/Avg summary fields 3. Add a filter

The sales team at Universal Container wants an easy solution to gather customer requirements and share presentations with their customers. What should an admin do to help the sales team achieve this goal?

1. Add customers to private Chatter groups 2. Use chatter files to share presentations

Which option is available to a system admin when managing passwords for Salesforce Users (3)?

1. Admins can customize the message sent to locked-out users 2. Admin can reset passwords for all users at once 3. Admins can grant users the "password never expires" permission

What can be done with a workflow field update action (2)?

1. Apply a specific value to a field 2. Change the record type of a record

what can a marketing user do using the manage members button on a campaign record?

1. Associate existing contacts with the campaign 2. Import new leads and associated them with the campaign

What should you use flow builder for?

1. Automate a guided visual experience 2. Start a behind-the-scenes process like a record is updated, an action happens

What criteria is used in the mass transfer tool (3)?

1. Based on the owner 2. Based on the criteria 3. Based on both

Universal Containers wants to capture the invoice number and account credit score for billing cases. How would an admin accomplish this?

1. Create custom fields 2. Create a page layout

What are 6 things you can do with a process action?

1. Create records 2. Update the record that started the process or any related record 3. Submit the record for approval 4. Update one more related records 5. Send emails using a specified email template 6. Post to a chatter feed

What can the administrator do to enforce consistency and uniformity in the Content Tags that are applied to the company's Salesforce Content?

1. Enable guided tagging to suggest relevant content tags 2. Enable restricted tagging to force users to pick from a list of tags

How can a system admin add users to a Salesforce organization using chatter free?

1. Enable invites to allow users to invite others within specified domains 2. Create users in the organization and assign them a Chatter free license

What can be setup to sync with Outlook via Lightning Sync for Microsoft Exchange (2)?

1. Events 2. Tasks

How do you define a sharing rule?

1. From Setup, find and select sharing settings 2. Manage sharing settings for, choose object 3. Lcik new and give your rule a label 4. Select based on 5. Select which records to be shared 6. Select users to share with 7. Select access setting 8. Save

Ursa Major Solar placed a time-dependent action in the workflow queue when the record was created. What are two situations that will cause this action to be removed from the queue?

1. If the record no longer matches the rule criteria 2. If the action is deleted from the workflow queue

Which setting is available to customize Salesforce mobile app branding?

1. Loading page color 2. Loading page logo 3. Brand Color You can also control branding of the desktop application by using "Themes and Branding" in setup.

How can the record type of an opportunity be changed?

1. Manually from the opportunity detail page 2. By using a WF rule or process builder

Which dashboard component shows a single data point?

1. Metric 2. Gauge

What standard object has a one-to-many relationship from the account object (3)?

1. Opportunity 2. Contact 3. Case

What are the four ways to control access to records?

1. Org-wide defaults 2. Role hierarchies 3. Sharing Rules 4. Manual Sharing

The support group at Universal Container wants agents to capture different information for product support and inquiry cases. What feature should an admin use to meet these requirements?

1. Page layouts 2. Record Types 3. Support processes

When using sharing rules, what users can records be shared with?

1. Public groups 2. Roles and subordinates

What are the case management tools in Salesforce ?

1. Queues 2. Assignment Rules 3. Escalation Rules 4. Auto-Response Rules

Which is a feature of Chatter (3)?

1. Recommendations 2. Feed 3. Bookmarks

Universal Containers needs to use cases to manage both customer support issues and internal change requests. Which functionality should a system admin use to meet this requirement?

1. Record types 2. Page layouts 3. Support processes

What should an admin consider with configuring workflow rules?

1. Rule actions can take place immediately upon save or on a specific date 2. Rules can be evaluated when records are created or edited

Product Managers at Universal Containers need to occasionally view cases that could be related to the products they support. The case sharing model is set to private, and cases are owned by support representatives. What approach could be used to give Product Managers the visibility they need when the case relates to their product?

1. Set up case teams and use assignment rules 2. Use criteria-based sharing rules on the case object

How do you add field access with a permission set?

1. Setup > find and select permission sets 2. Select a permission set and click object settings 3. Click the object you're working with, then click Edit 4. Under field permissions, specify the kinds of access your interviewers need, then save 5. Click manage assignments and select the users you expect to need the permissions specified. Click Add assignments and done

How do you restrict field access with a profile? How do you view and edit field-level security settings?

1. Setup > find and select profiles 2. Select the profile you want to change 3. Click object settings and select the object for which you want to update the field settings 4. Click edit 5. Under Field Permissions, for each field, specify access

How do you set up a public group?

1. Setup, find and select public groups 2. Click new 3. Provide a group label 4. Select users 5.Add members 6. Click save

Set org-wide sharing defaults to control access to records. How do you set org-wide sharing defaults to control access to records?

1. Setup, find and select sharing settings 2. Click edit in the Organization-Wide Defaults area 3. For each object, select the default internal access and default external access 4. To disable automatic access using your hierarchies, deselect Grant Access Hierarchies for any custom object that doesn't have default access of Controlled by Parent.

Which statement about sharing rules is true?

1. Sharing rules grant record access to roles and public groups 2. Sharing rules open up access of records

What is the difference between a summary report and a tabular report in Salesforce?

1. Tabular reports are almost list views - they can't be summarized and the data can't be grouped, unlike summary reports.

What two statements are true regarding an approval process?

1. The Approval History related list can be used to track the process 2. An approval action defines what happens as a result of record approval

Which is a feature of custom report type?

1. The ability to join related objects within a report 2. The abiliyt to customize the available list of columns in the report builder

What does a custom report type determine?

1. The objects that are available when building a report 2. The field that can be used as columns when building a report

What must a system admin consider when setting up the running user for a dashboard

1. The running user determines the data displayed in the components of the dashboard 2. Data access permissions determine what data the users can view in the source reports

Which statement about products and price books is true?

1. The standard and list price for a product can be listed in multiple currencies 2. A product can have different list price in different price books

What are two Initial Submission Actions in an Approval Process (2)?

1. The value of a field on the record can be updated 2. An outbound message can be sent to another application

What questions should I ask to determine org-wide defaults needed for the app?

1. Who is the most restricted user of this object? 2. Is there ever going to be an instance of this object that this user shouldn't be allowed to see? 3. Is there ever going to be an instance of this object that this user shouldn't be allowed to edit?

What type of customization can be done on Activities (2)?

1. Workflow rules 2. Custom fields

Which values can the Import Wizard use to update existing Account records (3)?

Account ID Account Name Account Site

What is a dynamic dashboard?

A dynamic dashboard changes the data shown based on the user who is viewing it. In this scenario, we want everyone viewing the dashboard to see the same summary data for each sales person, so a dynamic dashboard is not needed.

Using the "Add Multiple Users" capability, how many users can you upload at one time given 25 available licenses?

10

E. Role Hierarchy

2. Which of the following can be used to grant full access to a user? (Select 1) A. Organization Wide Default Setting's B. Sharing Rules C. Apex Sharing D.Manual Sharing E. Role Hierarchy

What is the maximum number of components that can be added to a single Dashboard?

20

How many child objects can be included in a custom report type?

3

What is a feature license?

A feature license entitles a user to access an additional feature that is not included with his or her user license, such as Marketing or WDC. Users can be assigned any number of feature licenses.

What is the difference between lightning page and lightning component?

A Lightning page is a custom layout that lets you design pages for use in the Salesforce mobile app or Lightning Experience. A Lightning page is composed of regions that contain components. Those components are compact, configurable, and reusable

Initech Sales Management team wants to create a new record in a custom Survey Request object related to Opportunity when then Opportunity is marked Closed-Won. Once the survey request is created, they want to delete any remaining open tasks tied to the Opportunity. What automation approach should the administrator use to do this?

A Process Builder process that also calls a Flow Builder flow

What is a case in SF?

A case is a customizable record in Salesforce that tracks and describes a customer issue, complaint, request—you name it.

What is a public group?

A collection of individual users, other groups, individual roles or territories, and/or roles or territories with their subordinates that all have a function in common.

What is a custom list button?

A custom list button is a button that you can add to a related list

What is a dashboard?

A dashboard is a visual display of key metrics and trends for records in your org.

What is a permission set group?

A group of permissions sets in a group used for job functions

D. Create a campaign hierarchy and include the related campaigns

A marketing manager needs to view summary metrics across a set of related campaigns. How can this be accomplished? A. Establish the campaign influence between related campaigns B. Build a lead source report to summarize the campaign metrics C. Create a cross object formula field to calculate summary metrics D. Create a campaign hierarchy and include the related campaigns

B. Import Wizard

A marketing user has received a file of leads to import into Salesforce. What is the best way to avoid duplicating records? A. Merge Leads Function B. Import Wizard C. Validation rules D. Data Loader

C. Import Wizard

A marketing user has received a file of leads to import into Salesforce. What is the best way to avoid duplicating records? A. Merge Leads Function B. Validation rules C. Import Wizard D. Data Loader

Why should you create a new record type for a team who has separate processes from another team in the same department?

A new record type will allow the admin to add new stages visible to the new users of the record type.,

False

A pre-built App from the AppExchange is always the first approach you should take when you're looking to add functionality to your Salesforce instance. (True or False)

What is a roll-up summary report?

A roll-up summary field calculates values from related records, such as those in a related list.

What is a sales process?

A sales process maps out the stages an opportunity follows through its sales cycle, affecting what's available to view in a sales path

B. Mass Delete D. Data Loader

A system administrator at Universal containers incorrectly imported a set of records and needs to remove them from Salesforce. Which tool should the administrator use to complete the task? (Choose 2) A. Import Wizard B. Mass Delete C. Excel Connector D. Data Loader

What is a report type?

A template that determines which fields and records are available for use when creating a report.

B. The user will be logged out and any unsaved work in progress will be lost

A user profile has login hour restrictions set to Monday through Friday 8am to 5pm. The user logged in at 4:30 pm on a Tuesday and it is now 5:01 pm. Which behavior of the application should the user expect? A. The user will be able to continue working and start new sessions B. The user will be logged out and any unsaved work in progress will be lost C. The user will be logged out and any unsaved work in progress will be saved D. The user will be able to continue working, but will be unable to start any new sessions

A. View the login history

A user receives an error message when attempting to login to Salesforce. What is the first step the Salesforce administrator should take to troubleshoot the problem? A. View the login history B. Unlock the user C. Change the login IP ranges D. Reset the password

A. Roll-Up Summary Field

AW Computing wants their sales reps to see the sum of the total opportunities on each account that they own. What feature can be used to display this information? (Select 1) A. Roll-Up Summary Field B. Page Layout C. Cross Object Formula D. Record Type E. Field Level Security

Your company wants to enable a unique lighting page design for the Opportunity object for users with the profile of "Sales Operations." No record types have been created for the Opportunity object. How could you enable this request?

Activate the Lightning page using the "App, Record Type, Profile" option

The VP of Sales at Universal Container requested that "verbal agreement" be added as new opportunity stage. The admin added this new picklist value to the stage field, but found that new value was not available to users. What should the admin do?

Add the new value to the appropriate sales process

Which of the following statements are true regarding Picklist values in Record Types?

Adding a picklist value to any record type first requires that you add it to the Master picklist. Removing a picklist value from the Master automatically removes the picklist value from any Record Types.

B. Every object in a Salesforce organization is automatically linked with all other objects in the organization.

All of the following are advantages of Force.com objects except: A. All object attributes are described with metadata, making it easy to create and modify records programmatically or through a visual interface. B. Every object in a Salesforce organization is automatically linked with all other objects in the organization. C. Objects can have relationship fields that define how records in an object relate to records in another object. D. Objects have built-in support for access management, validation, formulas, and history tracking.

What type of split do you use to credit a supporting team member who wasn't directly responsible for the revenue on an opportunity?

An Overlay Split

B. Field History Tracking

An admin needs to keep track of all the changes made to the stage, amount, and close date on opportunities. (Select 1) A. Validation Rule B. Field History Tracking C. Formula field D. Workflow E. Page Layout

How is a role hierarchy different from an org chart?

An org chart specifies control in a company. A role hierarchy specifies data access in Salesforce

False

As a System Administrator, you can edit unfiled and personal folders. (True or False)

How many campaign member statuses can count as a member response?

As many as you need

Sales Manager wants all Sales Users in the department to see a Dashboard that displays Total Closed/Won Opportunity Amount by User on a monthly basis. That way, the Sales Users can compare their performance to their peers. How can the Administrator meet this requirement?

Ask the Sales Manager to create the Dashboard from the Opportunities by User Report, select "View Dashboard as Me" and save in the shared Dashboard Folder.

What is a case assignment rule?

Assignment rules automate lead generation and support processes

What are auto response rules in Salesforce?

Auto-response rules let you automatically send email responses to lead or case submissions based on the record's attributes

Your users are complaining that it takes a long time for case records to save. You have determined that a complex Process Builder process is responsible for the long save times. How can you improve the save time without sacrificing the functionality provided by the process builder process?

Before-save Record-Triggered Flows run up to 10 times faster than a comparable Process Builder because they have been optimized for speed of execution.

True

By default, all Salesforce orgs are set to a single currency. (True or False)

False

Chatter external users can only interact in public or private Chatter groups that they belong to. (True or False)

What is an app in Salesforce

Collection of items that work together to serve a particular function

What is an app in Salesforce?

Collection of items that work together to serve a particular function. Lightning apps give your users access to sets of objects, tabs, and other items in a bundle

What is flow logic?

Control the flow of... well, your flow. Create branches, update data, loop over sets of data, or wait for a particular time.

What do field-level security controls do?

Controls the visibility of fields in an part of the app, including related lists, list views, reports, and search results.

What does a criteria node do?

Controls whether or not the process executes the associated actions

An administrator needs to load 3,000 new users into Salesforce. What is the best way to bulk-create new users?

Create a .csv file and import using data loader.

Your company has already built a Process Builder that handles a complex set of automation tasks tied to closing Opportunities. The process builder creates new order records, sends emails to stakeholders, and triggers a custom Apex class to send information to the commissions system. Now, the Sales VP has asked to extend this automation to also automatically delete the activities that were created on the Opportunity. How can you enable this request?

Create an Autolaunched Flow and trigger it from the Process Builder Flow is the only automation tool that can delete records. By using an Autolaunched flow, you can leave your existing Process Builder logic in place, and just add a new action to it to trigger your flow for the deletion steps.

What customizations can be done to Activities (Tasks and Events) in Salesforce?

Create custom fields Create workflow rules Create validation rules

A sales executive at Universal Containers wants to be notified whenever high-value opportunities are created for hot accounts. How should an admin meet this requirement?

Create the workflow rule on the opportunity object

Universal Containers has two business groups, Products and Services. Both groups will be using opportunities to track deals, but different fields are required by each group. In which two ways should an administrator meet this requirement?

Create two page layouts - which customize what fields are shown for each group based on the type of record they have access to Create two page layouts: Which allow you to customize what fields are shown for each group based on the type of page layout they have access to

A. Contacts B. Leads C. Opportunities D. Campaigns E. Accounts

Criteria-based sharing rules can be created for which objects? A. Contacts B. Leads C. Opportunities D. Campaigns E. Accounts

What are opportunities?

Deals in progress

What two types of account-contact relationships can you see in Contacts to Multiple Accounts?

Direct and Indirect

Which relationship can be selected in a custom report type where Accounts is the primary object and Contacts is the related object?

Each account may or may not have related contacts

What is Email-to-Case?

Email-to-case allows customers to connect with customers over email directly in the service console. Salesforce automatically creates cases and auto-populates case fields when customers send messages to the specified email addresses

Sales users need an easy way to let their colleagues know when they go on vacation. How should the Administrator accomplish this task quickly?\

Enable "Out of Office Message" functionality in Chatter.

You have a new related list that is only showing the first 4 columns when viewed on the detail page for the record. Your users have a requirement to display 10 columns in the related list. How can you as an administrator enable this capability?

Enhanced lists give you the ability to quickly view, customize, and edit list data to speed up your daily productivity. When enabled with the Enable Inline Editing setting, users can also edit records directly from the list, without navigating away from the page. This option is enabled by default.

When are validation rules applied when using Salesforce for Outlook?

Every time data is synced with the server

How do you organize campaigns with hierarchies?

Ex: 1. First level may rep a strategy, like a new product line 2. Second level can be different focuses, like getting feedback 3. Third level can rep efforts at an indivuidual level like phone call Other Ex: Do it by Year, Quarter, Month Or a conference

What is a field dependency?

Field Dependencies in Salesforce are the filters that allow user to change the contents of a picklist based on the value of another field (think country then states)

What is a cross filter in reporting?

Filter a report by the child object using WITH or WITHOUT conditions. Add subfilters to further filter by fields on the child object

What should you use process builder for?

For all behind-the-scenes automation neeeds

How can the background color scheme be changed for the entire Salesforce org?

From the the themes and branding menu in set up

D. Set the field to hidden on the user profile

How can a System Administrator restrict users from viewing certain fields in list views, searches and reports? A. Set the field to hidden using field level security B. Remove the field from reports and list views C. Remove the field from the page layout D. Set the field to hidden on the user profile

A.Use the campaign influences related list on the opportunity B. Select the primary campaign source for the opportunity

How can a sales user relate an opportunity to a campaign? (Choose 2) A.Use the campaign influences related list on the opportunity B. Select the primary campaign source for the opportunity C. Select the campaign record type when creating the opportunity D. Use the campaign hierarchy related list on the opportunity

A. He or she can customize the tabs that are shown B. He or she can customize how related lists on a page look

How can a user customize his or her view in Saleforce? (Select 2) A. He or she can customize the tabs that are shown B. He or she can customize how related lists on a page look C. He or she can customize Salesforce on a mobile device D. All of the above

What does a trigger do?

Identifies when the process should run. It pays attention to when a record is created or edited

A. Records

If a Salesforce object is a table, then each row represents what? (Select 1) A. Records B. Fields C. Related Lists D. Objects

What is a one-to-many relationship?

In one to many relationship one object connects with many objects.

What are possible submission actions?

Initial submission Sending an email alert Updating a field on a record Creating a task Sending an outbound message

Universal containers (UC) is rolling out a new approval process. As the last step in the process after an Opportunity has been approved, UC wants to send a contract to its customer for signature. What should an administrator suggest to implement the functionality?

Install an app from the appexchange.

What is a lookup relationship?

It is a loosely coupled relationship among Salesforce objects, which means even if a parent record gets deleted, the child records remain in the system. Here, both the parent and child have their own sharing settings and security controls.

False

It is possible to switch to a standard fiscal year from a custom fiscal year. (True or False)

What is the mass delete tool in Salesforce and what can you delete (7)

It is used to delete records and reports. You can delete cases, solutions, accounts, contacts, leads, and products. and activities.

What is the mass transfer tool in Salesforce? What can you transfer (5)?

It is used to transfer ownership of records from one user/queue to another user/queue. You can transfer accounts, leads, macros, channels, and custom objects.

What does invocable mean?

a process is started when it is called by another process

What happens when you submit an initial approval submission

It looks the record and no one else and alter it.

What does a master-detail relationship mean?

It means if a master record gets deleted, the the child records associated with it are also deleted. The parent record controls teh behavior of the child record regarding visiblity and sharing. It means the security setting of a parent object applies to the child object.

What is a lead?

Leads are people and companies that you've identified as potential customers.

D. All of the above

Locale settings control which of the following? (Select 1) A. Time Zone B. Number format C. Name order D. All of the above

Universal Containers has been using a Custom Fiscal Year of 4-week periods in Salesforce, but they want to switch to using a standard Fiscal Year that starts in January. How do they configure Salesforce to use the standard calendar year as the Fiscal Year?

Manually adjust the custom Fiscal Year configuration to match the standard Calendar Year - once enabled, custom fiscal years cannot be disabled. You have to just manually switch the custom year to match the calendar year.

When converting a lead, how can an admin capture custom lead data on the converted contact?

Map custom lead fields to custom contact fields

A. Related List D. One-to-Many E. Parent-to-Child

Moving from the account object to the contact object is an example of what type of relationship? (Select 3) A. Related List B. Lookup C. Child-to-Parent D. One-to-Many E. Parent-to-Child

B. Lookup C. Child-to-Parent

Moving from the opportunity object to the account object is an example of what type of relationship? (Select 2) A. Related List B. Lookup C. Child-to-Parent D. One-to-Many E. Parent-to-Child

Bob is a Salesforce system admin. He creates a sandbox to test a feature that will require activation. Bob submits a case to Salesforce support from the production environment. Support requests the org ID of the environment that Bob would like the feature activated within. Can Bob provide support the production org ID?

No, the production org ID will never match the org ID of any of its sandboxes

What should you remember about object permissions?

Object permissions specify the base-level access users have to create, read, edit, and delete records for each object. MANAGE OBJECT PERMISSIONS IN PERMISSION SETS AND PROFILES

A. Custom address

Objects can have all of the following types of custom fields, except: A Custom address B Picklist C Checkbox Date/Time

What is an initial submission action?

Occurs when a user first submits a record for approval

C. Custom Fiscal Year

Once enabled, which of the following features cannot be disabled? (Select 1) A. Chatter B. Advanced Currency Management C. Custom Fiscal Year D. Collapsible Sidebar E. Lightning Experience

What does "private" mean in security settings?

Only the record owner, and users above the role in the hierarchy, can view, edit, and report on those records.

What are Opportunity Update Reminders?

Opportunity update reminders allow managers to automatically send and schedule emails that include a report of the team's open opportunities to direct reports. You can select the fields you want to include in the reminders such as last login date, or # not updated in the last 30 days.

What are page layouts?

Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages.

What is a person account

Person accounts are similar to business accounts, but because they're meant to record information about an individual person, person accounts don't have their own contacts.

A sales user at Universal Container has updated the opportunity stage for an opportunity in the pipeline. What may be updated as a result of the stage change?

Probability and forecast category

What is the difference between read and view all?

Read permission on an object gives the access to view records that are either created by users themselves or any record that is being shared by sharing rules/role/manual sharing. On the other hand View All permission will override all sharing rules and gives view access to all the records whether or not they are shared with the user.

A. On your permissions B. The type of data you're importing D. The overall data storage limits for your organization

Regardless of the data import tool used, the number of records you can import depends which of the following? (Select 3). A. On your permissions B. The type of data you're importing C. They types of objects you're importing D. The overall data storage limits for your organization

If two objects have parent-child relationship, how can a user access the child record from the parent record?

Related list

Which dashboard feature allows users to see a dashboard with only their own data?

Running User

C. Create two separate lead process and record types

Sales Representatives at Universal containers perform the initial steps in the lead qualification process and sales managers complete the final qualification steps. Universal Containers' requirements are listed below. Sales managers can access all Lead status values. Sales Representatives cannot access the final two lead status values. How can a system administrator meet these requirements? A. Create a validation rule to prevent lead conversion B. Use field-level security to restrict access to the lead status values C. Create two separate lead process and record types D. Create two separate page layouts

B. Bar

Sales executives at Universal Containers need to view a chart that displays opportunities grouped by stage and then by region. What chart type can a system administrator use to accomplish this? A. Gauge B. Bar C. Funnel D. Donut

A. Big deal alerts C. Opportunity update reminders

Sales management at Universal Containers is requesting better visibility into specific types of sales deals. They need to be notified when opportunities worth a large amount are close to closing. They would also like to receive a list of opportunities that are still open past the close date. Which feature can a system administrator use to accomplish this? (Choose 2) A. Big deal alerts B. Opportunity Escalation Rules C. Opportunity update reminders D. Opportunity field history tracking

B. Enable opportunity teams and allow users to add the product manager.

Sales representatives at Universal Containers need assistance from product managers when selling certain products. Product managers do not have access to opportunities, but need to gain access when they are assisting with a specific deal. How can a system administrator accomplish this? Choose one answer A. Notify the product manager using opportunity update reminders. B. Enable opportunity teams and allow users to add the product manager. C. Use similar opportunities to show opportunities related to the product manager. D. Enable account teams and allow users to add the product manager

How can a sales rep send a document to a customer for signature and capture the signed document in Salesforce?

Salesforce has no built-in signature capture functionality. The AppExchange has apps that can extend how Salesforce works beyond its native capabilities. Signature Capture and contract management apps such as DocuSign, Adobe Sign and Conga are ones you will frequently encounter on projects.

Cloud Kicks offers two different lines of shoes, depending on where the shoes were purchased. Online purchases have different support options than those purchased in retail stores. How could the Salesforce Admin set up Salesforce to enable displaying the correct guidance instructions to the Customer Service rep?

Screen Flow Decision Step

How can a new system administrator quickly provide access to adoption reports and dashboards for managers?

Search the AppExchange for free adoption reports

False

Sharing rules can be used to restrict data access. (True or False)

What are the benefits of using permission set groups?

Simplified user assignments to permission set groups based on job functions

What is a related list?

Single component shows a list of related records based on one specific object. For example, if you're looking at a contact detail page, you can specify to see the cases related to that contact, without seeing all other types of related records

Where can conditional highlighting be used?

Summary reports Matrix Reports

What should you remember about time-dependent actions in workflows?

TTimeTime-dependent actions remain in the workflow queue only as long as the workflow rule criteria are still valid. I

What is the parent campaign field?

The "Parent Campaign" field can be used to create a hierarchy of different related campaigns, and the key statistics from these campaigns can all be summed up and shown on the parent campaign.

What is a Before-Save Flow?

The Before-save type of Record-Triggered flow only allows a subset of the available elements that you have with other types of flows. This helps to speed up the execution of this type of flow.

A. Organization edition B. Number of Salesforce licenses C. Salesforce Organization ID

The Company Information page can tell you which of the following? (Select 3) A. Organization edition B. Number of Salesforce licenses C. Salesforce Organization ID D. Number of inactive users E. Number of System Administrators

Roger is a Sales Manager, but Roger is not able to see the Collaborative Forecasts and is not showing up in the Forecast Hierarchy. What could be causing this issue?

The administrator needs to check the "Allow Forecasting" checkbox on Roger's user record

Which user is listed in the case history related list for case changes made for assignment and escalation rules?

The automated case user specified in support settings?

Which circumstance will prevent a system admin from deleting a custom field?

The field is used in a workflow field update

What does a page layout allow an admin to control?

The fields users see on the detail and edit pages

Your company is trying to report on all cases that were at any time escalated, but the isEscalated checkbox is becoming unchecked when the cases are closed. How can you address this issue?

The isEscalated checkbox is automatically check when an escalation rule has fired on a case. It is then automatically unchecked when the case status changes to Closed. You can get around this by creating your own checkbox and using a workflow rule to check your checkbox whenever isEscalated becomes true. Your custom checkbox will then remain checked even after the case is closed.

A system admin has created a formula field on a lead object to calculate a number. How can the numerical value be mapped to the account record upon lead conversion?

The lead formula field value can be mapped to a number field on the account record

Explain how the different record controls interact with each other.

The most restrictive control wins

What information can you see with a campaign hierarchy?

The number of responses in a hierarchy?

Describe picklist values in record types

The only place to add values to a picklist is by clicking on the field in Object manager and editing the master list of values. After adding a new picklist value to the field, you can then add it to specific record types. Removing a picklist from a specific record type does not impact the master set of picklist values for the field. When you remove a picklist value from the field's master value list, it will automatically remove it from all record types. Exsiting records that already had that deleted value assigned will still have that deleted value as long as you only "deactivate" the picklist value.

What happens when you select yes to "advanced" in process builder?

The process will ignore record changes that are not relevant to the defined criteria

True

The user interface (UI) settings are "global," and therefore apply to all users in an org. (True or False)

What is required to make a user an approver in the approval process?

The user must have read permission for the object in the approval process

How do you create a unique lightning page for users based on profile? No additional record type needed

There is no need to create a record type to meet this requirement. Despite the naming of that option, if you have no record types created on an object, you can still use the "App, Record Type, Profile" option to select a certain profile to use your custom lightning page. For record type, it will just have you choose the "Master" record type. Try it out with a custom lightning page of your own. Creating a record type would require you to then update all the existing old records to use the record type as well. It isn't necessary, so it's not the best answer.

What is an autolaunched flow?

These are flows that can be started automatically in response to particular conditions or events

What can't workflows do?

They cannot update child records and they cannot update formula fields

What can you expect from opportunity teams?

They share information, tips, or contacts that help close a deal

What should be noted about process and flow builders?

This could also be done with a single Flow Builder flow, so if that had been an answer choice, it could also be correct. Because you need to delete something, the correct answer has to be one that includes Flow Builder. And you can call a Flow Builder flow from a Process Builder, but you CANNOT call a Process Builder process from within a flow. So the only remaining correct answer is a Process that calls a Flow. The Process can create the survey request record using a "Create Records" action. Then in a second action, it can use the "Flow" action to call an autolaunched flow to handle the delete step

The Organization Wide Defaults for Opportunity are set to "read only". A custom field "Commission" has been added to the Opportunity object. Each user should be able to view this field for records that they own, but not for records they do not own. How can this be accomplished using Salesforce security config?

This scenario cannot be fully solved using the Salesforce security configuration. A custom approach will be required.

Where do you access the data export service and what is it?

Through the set up menu. Data export service is an in-browser service that allows the user to export data manually or periodically

What should you use the "Grant Access Using Hierarchies" option for?

To disable access to records to users above the record owner in the hierarchy for custom objects. If you deselect this checkbox for a custom object, only the record owner and users granted access by the org-wide defaults receive access to the records.

Describe situations in which to use each of the four record-level security controls.

Ultimately depends on the org-wide user settings

B. Add Amy to Bob's default account team

Universal Containers has set the organization-wide default settings for accounts to private. Amy and bob are on separate sales teams, but are assigned tot he same role in the hierarchy. Amy is a member of the "Sales West" public group and needs access to all accounts owned by Bob, a member of the "Sales East" group. How would an administrator grant Amy access to only Bob's accounts? A. Add Amy to the "Sales East" public group B. Add Amy to Bob's default account team C. Create a sharing rule between the "Sales West" and "Sales East" public groups D. Add Amy to the role above Bob in the role hierarchy

B. Create a formula field to calculate the discounted amount.

Universal Containers is capturing a percentage discount directly on an opportunity record. Sales management needs to include the discounted opportunity amount in pipeline reports. How can the system administrator make the discounted amount available? A. Create an auto-number field to calculate the discounted amount. B. Create a formula field to calculate the discounted amount. C. Create a roll-up summary field to calculate the discounted amount. D. Create a cross object formula field to calculate the discounted amount.

C. Create the manufacturer field as a controlling picklist and the model as a dependent picklist.

Universal Containers needs to track the manufacturer and model for specific car companies. How can the system administrator ensure that the manufacturer selected influences the values available for the model? Choose one answer A. Create the manufacturer field as a dependent picklist and the model as a controlling picklist. B. Create a lookup field from the manufacturer object to the model object. C. Create the manufacturer field as a controlling picklist and the model as a dependent picklist. D. Create a multi-select picklist field that includes both manufacturers and models.

D. Create a cross-object formula field on the accoun

Universal Containers populates the industry field on each account record. The Vice president of sales would like the industry information on related opportunity records and updated when the value is updated on the account record. How can a system administrator meet his requirement? A. Create a cross-object formula field on the opportunity B. Create an account workflow rule with an opportunity field update C. Create a roll up summary field on the opportunity D. Create a cross-object formula field on the account

A. Data Export Service

Universal Containers requires that its Salesforce account data, including attachments, be backed up weekly. Which tool should a system administrator use to accomplish this? A. Data Export Service B. Data Loader C. Account report export D. Account analytic snapshot

A. Update the organization - wide defaults for accounts to private and create a sharing rule for the group.

Universal Containers set the Organization-Wide Defaults for accounts to public read/write. The sales management team is importing a new set of account records and needs to limit access to them. Access should be restricted to the account owner and members of a public group. How can this be accomplished? A. Update the organization - wide defaults for accounts to private and create a sharing rule for the group. B. Create a sharing rule to grant access to members of the public group. C. Manually share each account record with members of the public group. D. Upgrade the role hierarchy and assign members of the group to a role at the top of the hierarchy.

C. Add sales engineers to opportunity teams

Universal Containers uses a private sharing model for opportunities. The sales team wants sales engineers to be involved in specific opportunities to help sales representatives close deals faster. How can an administrator meet this request? A. Add Chatter groups to opportunities B. Add sales engineers to account teams C. Add sales engineers to opportunity teams D. Enable Chatter Feed Tracking on opportunities

C. Verify the field-level security for the Industry field is not set to "Read Only" on the users' profiles D. Verify the Industry field is set as required on all the account page layouts assigned to the users' profiles

Universal Containers wants to ensure that users complete the standard Industry field when creating a new account record. To address this concern, the administrator set the Industry field as required. However, some users are still able to create a new account record without completing the Industry field. What should an administrator do to troubleshoot the issue?(Choose 2) A. Verify the users have the "Edit" permission for accounts on their profiles B. Verify the users have the "Modify All Data" permission for accounts on their profiles C. Verify the field-level security for the Industry field is not set to "Read Only" on the users' profiles D. Verify the Industry field is set as required on all the account page layouts assigned to the users' profiles

C. Set the organization-wide default sharing to private and create a sharing rule to share Retirement accounts with all Sales users

Universal Finance has segmented its customer base into two categories: High Wealth and Retirement. High Wealth accounts should be visible to High Wealth Sales team members only. Retirement accounts should be visible to all sales users. How can a system administrator meet this requirement? A. Set the organization-wide default sharing to public read-only and create a sharing rule to limit access to High Wealth accounts B. Create a new profile for Retirement Sales team members and remove read access to High Wealth account records. C. Set the organization-wide default sharing to private and create a sharing rule to share Retirement accounts with all Sales users D. Create a new record type for high Wealth accounts and share the record type with High Wealth sales team members

B. Create a record type for each sales process and assign it to the appropriate profiles D. Create a unique list of opportunity stage picklist values for each sales process

Universal Technology sells software and consulting services. The software sales team uses a different set of sales stages than the consulting services team. How can a system administrator set up the process? (Choose 2) A. Use a validation rule to prevent the software from access the services team's sales process B. Create a record type for each sales process and assign it to the appropriate profiles C. Create a separate lead process for the software sales team and service sales team D. Create a unique list of opportunity stage picklist values for each sales process

How can you relabel a column on a report without renaming the underlying object field?

Use a custom report type to change the column label for that report

Users report that they are receiving errors when they try to save Opportunity records. How can the admin troubleshoot what is causing these errors?

Use the Flow Debugger

C. Associate existing contacts with the campaign D. Import new leads and associate them with the campaign

What can a marketing user do using the Manage Members button on a campaign record? (Choose 2) A. Associate existing opportunities with the campaign B. Create a custom report including all campaign members C. Associate existing contacts with the campaign D. Import new leads and associate them with the campaign

C. Categories

What can an administrator assign to both Ideas and Answers? A. Status B. Sharing Rules C. Categories D. Workflow Rules

A. Profile

What determines whether a user can create a new record using a specific record type? A. Profile B.. Sharing C. Page layout D. Field level security

A. The values that appear in the dependent field

What does the controlling field determine when field dependencies are being created? A. The values that appear in the dependent field B. The dependent fields that appear on a layout C. The default value populated in the dependent field D. The field-level security for the dependent field

A. The default columns in the report B. The fields available to include in the report D. The object included in the report

What does the report type determine when a new report is created? (Choose 3) A. The default columns in the report B. The fields available to include in the report C Whether the report will be tabular, summary, or matrix D. The object included in the report E. Whether the report can be displayed in a dashboard

D. Organization Wide Default Setting's

What is the only feature that can be used to restrict record access? (Select 1) A. CRED Settings B. Sharing Rules C. Role Hierarchy D. Organization Wide Default Setting's E. Profile Login Hours

C. Read-only D. Read/Write

What level of access can be set when sharing a document folder with users?(Choose 2) A. Read/Write/Create B. Read/Write/Create/Delete C. Read-only D. Read/Write

A. Send a refresh notification to users with access to the dashboard D. View and remove a scheduled dashboard refresh

What option is available when scheduling a dashboard refresh?(Choose 2) A. Send a refresh notification to users with access to the dashboard B. Schedule the dashboard to refresh in different time zones C. Define the refresh times for specific dashboard components D. View and remove a scheduled dashboard refresh

C. Manage Public Documents permissions D. Manage Public Templates permissions

What permissions are needed to be able to delete or change a read-only folder? (Select 2) A. Read/Write permissions B. Folder Manager permissions C. Manage Public Documents permissions D. Manage Public Templates permissions

A. The import file should include a record owner for each record. C. Data should be de-duplicated in the import file prior to import.

What should a system administrator consider before importing a set of records into Salesforce? Choose two answers A. The import file should include a record owner for each record. B. Currency field values will default to the personal currency of the record owner. C. Data should be de-duplicated in the import file prior to import. D. Validation rules are not triggered when importing data using the import wizard.

B. Mobile Lite provides access to standard objects and dashboards D. Mobile Lite must be enabled before users can install it

What should a system administrator consider when setting up Mobile Lite? (Choose 2) A. Mobile Lite users must have a mobile license assigned to them B. Mobile Lite provides access to standard objects and dashboards C. Mobile Lite configurations can be created for each user D. Mobile Lite must be enabled before users can install it

A. Profiles

What should a system administrator use to disable access to a custom application for a group of users? Choose one answer A. Profiles B. Sharing rules C. Web tabs D. Page layouts

A. Data Loader

What type of data import tool would you use if you want to automate the data import process? (Select 1) A. Data Loader B. Your answerData Importer C. Data Import Wizard D. Data Loading Wizard

A. Read Only B. Read/Write

What type of record access can an Administrator grant through sharing rules?(Choose 2) A. Read Only B. Read/Write C. Read/Write/Transfer D. Read/Write/Delete

B. Enhanced lists D. Inline editing

What user interface setting must be enabled for users to edit records in a list view?(Choose 2) A. Enhanced page layout editor B. Enhanced lists C. Enhanced profile list views D. Inline editing

C. Standard objects are included with Salesforce by default; custom objects are objects that you create in your organization.

What's the difference between standard and custom objects? A. Standard objects are limited to a standard set of fields; custom objects are made up of custom fields. B. Standard objects include standard layouts; custom objects allow you to change their layouts. C. Standard objects are included with Salesforce by default; custom objects are objects that you create in your organization.

B. When records are edited by a user C. When records are submitted using web-to-lead E. When records are imported

When can a validation rule be used to prevent invalid data?(Choose 3) A. When records are deleted by a user B. When records are edited by a user C. When records are submitted using web-to-lead D. When records are updated by a workflow rule E. When records are imported

B. Import process fails only for the records with invalid data

When importing data, what happens if some records do NOT meet the data validation criteria? A. Import process ignores the data validation criteria B. Import process fails only for the records with invalid data C. Import process aborts when it encounters the first invalid record D. Import process requires user authorization to import the invalid records

C. When looking for pre-built custom applications and tools D. When standard Salesforce functionality needs to be extended

When should a system administrator consider using the Salesforce AppExchange? (Choose 2) A. To submit ideas for Salesforce application enhancements B. To find answers to Salesforce application questions C. When looking for pre-built custom applications and tools D. When standard Salesforce functionality needs to be extended

B. Public groups D. Roles and subordinates

When using sharing rules, what can records be shared with?(Choose 2) A. Queues B. Public groups C. Profiles D. Roles and subordinates

True

When you share a folder with a group, managers of the group members (above the members in the role hierarchy) have no access to the folder unless those managers are also members of the group. (True or False)

A. All recently accessed accounts

Which accounts are automatically synchronized on Salesforce Classic Lite? A. All recently accessed accounts B. Accounts selected with the sync button C. Accounts that the user owns D. Any account created in the last 30 days

A. Record types can be created for tasks B. Validation rules can be created for tasks

Which functionality is available when customizing tasks? (Choose 2) A. Record types can be created for tasks B. Validation rules can be created for tasks C. Roll-up summary fields can be created for tasks D. Recurring tasks can be assigned to more than one user

A. Create new records from a list view D. Edit multiple records directly from a list view

Which functionality is available when enhanced lists are enabled? (choose 2) A. Create new records from a list view B. Calculate the sum of a number field displayed in a list view C. Edit dependent picklists inline from a list view D. Edit multiple records directly from a list view

B. View a list of files shared with a Chatter group

Which is a capability of Chatter files? (Choose 2) A. Store Chatter posts in a Salesforce Content group B. View a list of files shared with a Chatter group C. Link a Salesforce Content library to a Chatter profile D. Post files from a Salesforce Content library to a Chatter feed

A. View a list of files shared with a Chatter group D. Post files from a Salesforce Content library to a Chatter feed

Which is a capability of Chatter files? (Choose 2) A. View a list of files shared with a Chatter group B. Store Chatter posts in a Salesforce Content group C. Link a Salesforce Content library to a Chatter profile D. Post files from a Salesforce Content library to a Chatter feed

A. List views can be filtered by record ownership C. List views can be filtered using AND, OR and NOT filters

Which is available when creating list views? (Choose 2) A. List views can be filtered by record ownership B. List views can be filtered by tags C. List views can be filtered using AND, OR and NOT filters D. List views can be filtered by record owner profile

B. Modify the type of licenses your organization has D. Restrict access to currency settings

Which of the following actions cannot be completed on the Company Information page? (Select 2) A. Edit the city in which your organization is located B. Modify the type of licenses your organization has C. Edit the default locale for your organization D. Restrict access to currency settings E. Add or remove licenses

D. Manual Sharing

Which of the following approaches to sharing is flexible but only allows for one record at a time to be shared? (Select 1) A. Organization Wide Default Setting's B. Sharing Rules C. Apex Sharing D. Manual Sharing E. Role Hierarchy

C. Data Import Wizard

Which of the following data import tools can import up to 50,000 records at a time, and provides a simple interface to specify the configuration parameters, data sources, and the field mappings that map the field names in your import file with the field names in Salesforce? (Select 1) A. Data Loader B. Data Importer C. Data Import Wizard D. Data Loading Wizard

A. Data Loader

Which of the following data import tools can import up to five million records at a time, of any data type, either from files or a database connection, and can be operated either through the user interface or the command line. (Select 1) A. Data Loader B. Data Importer C. Data Import Wizard D. Data Loading Wizard

B. Record Type

Which of the following features can be used to assign different picklist values for different business processes? (Select 1) A. Page Layout B. Record Type C. Validation Rule D. Field Level Security E. Formula Field

A. Page Layout C. Validation Rule

Which of the following features can be used to make a field required? (Select 2) A. Page Layout B. Record Type C. Validation Rule D. Field Level Security E. Formula Field

B. Locale D. Role

Which of the following fields can you expect to find on user's record detail page? (Select 2) A. System Permissions B. Locale C. Reports D. Role E. All of the above

C. Lookup and Master-Detail

Which of these types of relationship fields can you define in Force.com? A. Relational and Parent-Child B. Link and Parent-Child C. Lookup and Master-Detail D. Relational and Master-Detail

A. "Create" and "Edit" access for leads, accounts, contacts and opportunities C. "Convert Leads" profile permission

Which permission is required to convert a lead? (Choose 2) A. "Create" and "Edit" access for leads, accounts, contacts and opportunities B. "Transfer" access for leads, accounts, contacts, and opportunities C. "Convert Leads" profile permission D. "Import Leads" profile permission

D. Download AppExchange Packages

Which permission is required to install and uninstall packages from Salesforce AppExchange? A. Create AppExchange Packages B. Manage Package Licenses C. Upload AppExchange Packages D. Download AppExchange Packages

B. An existing opportunity record D. An existing account record

Which record type can be updated when converting a lead? (Choose 2) A. An existing custom object record B. An existing opportunity record C. An existing contact record D. An existing account record

A. Quantity C. Revenue

Which schedule type can be defined for a product? (Choose 2) A. Quantity B. Forecast C. Revenue D. Production

A. Enable hover details B. Enable spell checker C. Enable enhanced list views

Which setting can a system administrator control in the Salesforce user interface? (Choose 3) A. Enable hover details B. Enable spell checker C. Enable enhanced list views D. Enable Chatter for specific users E. Enable customizable recent items

A. It must be enabled by an administrator C. It is available to users without a mobile license

Which statement about Mobile Lite is true? (Choose 2) A. It must be enabled by an administrator B. It is available to customer portal users C. It is available to users without a mobile license D. It is available to partner portal users

B. Custom summary formulas can reference a formula field within a report. D. Custom summary formulas can be used in a report built from a custom report type

Which statement about custom summary formulas in reports is true? Choose two answers A. Reports can be grouped by a custom summary formula result. B. Custom summary formulas can reference a formula field within a report. C. Custom summary formulas can reference another custom summary formula. D. Custom summary formulas can be used in a report built from a custom report type

A. Formula fields are read-only on record detail pages D. Formula fields can reference fields on a parent object

Which statement about formula fields is true? (Choose 2) A. Formula fields are read-only on record detail pages B. Formula fields can reference fields on a child object C. Formula fields can reference themselves in the formula D. Formula fields can reference fields on a parent object

A. Public groups can be used in sharing rules C. Public groups can be used when manually sharing a record

Which statement about public groups is true? (Choose 2) A. Public groups can be used in sharing rules B. Public groups allows users to delete personal accounts C. Public groups can be used when manually sharing a record D. Public groups can be created by any user

D. Deactivate the user record.

Which step should a system administrator take to remove an active user from Salesforce? (Select 1) A. Contact Salesforce customer support to have the user record deleted. B. Overwrite the user record with a new user's information. C. Deactivate the user record; the system will delete it in 30 days. D. Deactivate the user record.

A. Log in as a user who has granted login access D. Manage users within specified roles F. Manage specified custom objects

Which task can a delegated administrator perform? (Choose 3) A. Log in as a user who has granted login access B. Reset passwords for all users C. Create new user profiles D. Manage users within specified roles F. Manage specified custom objects

A. Stacked bar chart D. Grouped line chart

Which type of chart can be used to display summary values from two different levels of grouping in a report?(Choose 2) A. Stacked bar chart B. Funnel chart C. Donut chart D. Grouped line chart

A. An Administrator B. The individual user

Who has the permission to edit a chatter profile? (Select 2) A. An Administrator B. The individual user C. A user's manager D. Chatter profiles are not editable

What is a fault step in Salesforce?

With Fault path, you can display a more meaningful message and guide users on what to do.

What is Web-to-Case HTML code?

You can gather customer support requests directly from a website and automatically generate new cases with Web-to-Case. Setting up Web-to-Case involves enabling the feature, choosing settings, and adding the Web-to-Case form to your website.

True

You cannot cancel an import after it has started processing. (True or False)

B. Chatter Free license

You have a handful of users who don't have Salesforce licenses but need access to all Chatter groups. They don't need to access any other Salesforce information. What Chatter license should they have? (Select 1) A. Chatter External license B. Chatter Free license C. Chatter Only (Chatter Plus) license D. Chatter Deluxe license

True

You must include universally required fields in your import files or the import will fail. (True or False)

What is data loader

a client application that you must install separately.

What is campaign influence?

a tool that helps you attribute a percentage of success to influential campaigns

What is a flow?

an application that automates a business process by collecting data and doing something in your Salesforce org or an external system.

What are sharing rules?

automatic exceptions to org-wide defaults for particular groups of users, to give them access to records they don't own or can't normally see

How do you create and assign roles to simplify access to records?

click Add Role directly under the name of the role to which the new role should report. When you do this, the This role reports to text box is automatically filled in with the name of the appropriate role.

name one standard object

contract

Difference between data loader and data import wizard

data loader is for importing more than 50K records. It is a separate client application. Wizard is for importing less

What is an object in Salesforce?

database tables that permit you to store data that is specific to an organization

What is a record type?

determine the business processes, page layouts, and picklist values users (think about cases)

What are role hierarchies?

ensure managers have access to the same records as their subordinates. Each role in the hierarchy represents a level of data access that a user or group of users needs.

What is manual sharing?

lets records owners give read and edit permissions to users who might not have access to the record any other way

Data Loader can be used to load _____ objects.

most

What does "org-wide" default mean?

specify the default level of access users have to each other's records. You use org-wide defaults to lock down your data to the most restrictive level, and then use the record-level security tools to grant access to users

What is Salesforce Flow?

the product that encompasses building, managing, and running flows and processes. Declarative process automation for every SF app, experience, and portal. Flow builder and process builder are the names of the tools

Universal Container requires that the organization-wide default for opportunities be set to public read/write. However, sales users are complaining that opportunity reports return too many results, making it difficult to find their team's opportunities in the report results. How can the system admin address this problem?

use the "show" filter to filter report results and reduce records returned

What is a schedule type?

used for payment and delivery cycles for products that are paid or delivered over time