Salesforce Administrator Certification Exam: Setup and Objects

Ursa Major Solar wants to track invoice payments on an opportunity related list. Only the finance team should se this related list. But, all users should be able to view Invoice Payment reports. How should the administrator implement this requirement?

*Create a new page layout and profile for the finance team* - This solution would allow only the finance team to see the page layout with the related list, and allow all users to view the invoice payment reports

The Ursa Major Solar CEO does not want to see the list of contacts when viewing an account page but still needs to access contact records. How should the administrator configure this?

*Create an account page layout without the Contacts Related List* - would prevent the user from seeing contacts on the account page, but they would still have access to contact records.

Ursa Major Solar needs a field that reflects account size based on the standard field, number of employees. Which formula function should an administrator use to evaluate different results based on a specific condition with multiple outcomes?

*IF* - determines if expressions are true or false. It returns a given value if true and another value if false. This is correct because you can string together multiple *IF*s to evaluate a specific condition with multiple outcomes.

The VP of sales at Ursa Major Solar wants to take a look at all of the sales deals that are currently in play for the Sales team to determine how well they're tracking toward their goal for quarter end. Which standard object stores information about sales deals?

*Opportunities* - sales deals in progress. Track progress by moving each opportunity through a series of business milestones called stages, like Prospecting, Proposal Sent, Negotiation, and Contact Signed. The goal is to "win" the opportunity, or move it to a final stage that represents a successful outcome for your business.

Permission Set

-A collection of settings and permissions that give users access to various tools and functions -The settings and permissions in permission sets are also found in profiles, but permission sets extend users' functional access without changing their profiles

Profile

-Define how users access objects and data, and what they can do within the application -When you create users, you assign a profile to each one

User License

-Determines the baseline of features that the user can access -Every user must have exactly one user license -You assign user permissions for data access through a profile and optionally one or more permission sets

Ursa Major Solar wants to ensure that all of its *locale* settings are up to date and consistent in the Salesforce System. The administrator is going through the process of making updates and configuring parameters for this information. Which two sets of parameters are configured using Locale settings?

-Time and Number Display Format -First/Last Name and Date Format

The VP of sales has changed the naming convention for opportunities to make it more uniform across the company. The sales manager wants to update multiple opportunity names for his sales team in Europe using his "Team Europe" list view in Salesforce. Which user interface settings should be used to allow users, with all required profile permissions, to edit records in List Views?

1. *Enable inline editing* - allows mass editing of a record's field straight from a list view. Note that this can be done on team list views that are predefined to contain only one type of record. 2. *Enable enhanced lists* - gives you the ability to quickly view, customize, and edit list data to speed up your daily productivity.

The VP of Sales at Universal Containers wants to ensure that there is a consistent, color-coded report to track picklist values easily from the stage field on an opportunity. How should an administrator ensure that a picklist field's values display in consistent colors on all reports?

1. *Update the Picklist field and set the color for each value* - picklist values can be assigned fixed colors to all values 2. *Create a Formula field that defines the color for each value* - Formula fields using the IMAGE function can be defined for each value in the picklist

A sales team member at Ursa Major Solar wants to view information related to one of their accounts to have a 360-degree view of the customer. Which two standard objects are related to account records?

1. Cases 2. Opportunities

Ursa Major Solar wants to create a field to store credit card numbers and needs to make sure the information is protected. What two actions allow the administrator to provide enhanced security for this field?

1. Create an encrypted text field. 2. Update field-level security settings.

The marketing manager at Ursa Major Solar wants to run a marketing campaign for their upcoming event called the Ray-a-thon. The manager wants to capture as much information as possible for the campaign in Salesforce. Which three objects have a relationship with a campaign?

1. Lead - You can find the campaign related list on the Lead object. A company's campaigns typically target prospective customers (leads). Associate contacts and leads with campaigns as campaign members. 2. Contact - A company's campaigns typically target existing customers (contacts). Associate contacts and leads with campaigns as campaign members. 3. Opportunity - They can track which opportunities were created as a result of various campaigns.

Salesforce users at Ursa Major Solar complain that global search returns too many records. Which two configurations should an administrator perform to help users manage search results?

1. Specify the Search Filter Fields for the object's search layout 2. Reduce the number of records displayed for each object in the Search Results page

What are two reasons a user cannot be deactivated?

1. The user is the recipient of workflow email alerts. 2. The user is a customer community administrator.

Which two requirements should an administrator consider when creating a new user in a production Salesforce organization?

1. Usernames must be unique across all production Salesforce organizations -If a company has a standard email domain (which is used as a username), an administrator needs to add an additional identifier in the email to make it unique. 2. Usernames must be in the form of an email address (but do not need to be an actual email)

List View

A list of records that meet specific filter criteria

Formula Field

A read-only field whose value is evaluated from the formula or expression defined by us. You can define formula field on both standard and custom objects. Any change in expression or formula automatically updates the value of formula field. You can define formula field for 7 types: 1. Number 2. Currency 3. Percent 4. Date 5. Date/Time 6. Checkbox 7. Text

Roll-up Summary Field

A roll-up summary field is a custom object field that calculates values from related records or the records in a related list. Roll-up summary field is created to display a value in a master record based on the values of fields in a detail record. Roll-up summary can be defined on Master-Detail relationship only.

The customer support team wants to use a different Page Layout when closing a Case. What method should the administrator use to fulfill this request?

Case Close Page Layout

A new employee is trying to login to Salesforce, but is having trouble and getting login error messages. He reaches out to the Salesforce admin for help. What should the administrator do first to troubleshoot login error messages?

Check the user's login history related list on the user record to get an understanding of what is causing the login issue

Master-detail

Closely links objects together such that the master record controls certain behaviors of the detail and subdetail record. For example, you can define a two-object master-detail relationship, such as Account—Expense Report, that extends the relationship to subdetail records, such as Account—Expense Report—Expense Line Item. You can then perform operations across the master—detail—subdetail relationship.

The sales managers at Ursa Major Solar want opportunities, not updated in the past 30 days, to be flagged automatically. How should an administrator implement this requirement?

Create a formula field to calculate the time since last update and display and image of a red flag if it meets the defined criteria. -Adding a formula field to display a red flag if it has been at least 30 days since the last update would meet this requirement.

Locale

Determined by language, and can be made up of many countries and business locations Ex. of NOT Locale: Business hours should be set by individual locations and vary based on country, time zone, and so on. Holidays vary based on location as well.

A new hire at Ursa Major Solar has joined the customer service team to interact with customers and handle cases. This user needs access to the Service Console to manage the cases and customer information. What should an administrator do to assign a Service Cloud user license to a new user?

Enable Service Cloud User on the user record detail page *Feature licenses such as Service Cloud User or Marketing Cloud User can be found on the user profile page. These licenses enable features in addition to the User Licenses, such as the Salesforce User License.*

The administrator is notified that one of Ursa Major Solar's employees is going on leave for a few weeks. Ursa Major Solar does not want the employee logging into Salesforce while on leave. What should the administrator do to prevent a user from logging into Salesforce temporarily?

Freeze the user's account -The license is still in use, but the user is not able to log in. When the employee returns from leave, you can simply unfreeze the account.

Lookup Field

Lookup is also a one-to-many relationship, but in this relationship two objects has no effect on deletion or security. Child objects are independent. Child objects have a separate setting. If you delete the parent object, the child object remains in the system. A child object may or may not have a parent.

Solar components and systems supplier, Ursa Major Solar wants to ensure that the information is up to date on their company information page in Salesforce. Which set of information can an administration specify in the Company Information page?

Organization Name, Default Time Zone, Default Language *All are found on the Company Information page*

Ursa Major Solar has a renewals sales team that uses the Opportunity object. The team wants to use many of the same picklist fields that are already defined, but needs unique picklist values. What feature allows an administrator to maintain the same field for two different teams?

Record types

One-to-many

Relationship with many child objects, but one Parent Object, for instance, many metro cities are associated with one country. This kind of relationship is represented in four different forms: 1. Master-detail 2. LookUp (loosely coupled relationship) 3. Self 4. Hierarchical

Ursa Major Solar has a sales team focused on renewals. The team uses many of the same Opportunity fields as other teams, but needs different stage values. What should the administrator update to support this requirement?

Stage Selected Values in the Sales Processes

The administrator is asked to deactivate the Salesforce user account for an employee who has recently left the company. When a user account is deactivated, what happens to the associated license?

The license becomes available for reassignment. -When a user license is deactivated, it's available to be reassigned to another employee in the company.

Custom Objects

There are the objects created by user according to their needs. Each custom object has five standard fields.

A delegated administrator at Ursa Major Solar cannot edit the Created Date field for the account record. What should the administrator give for why this is occurring?

This is a System Audit Field and it's Read-Only for existing records.