Configuration & Setup (Objectives 1-2)

A developer of Cosmic Solutions has created a new sandbox from the company's production org of Salesforce. They are using change sets and setting up deployment connections. What setting should be selected, and in which environment, to push metadata from the new sandbox to production?

"Allow inbound Changes" in production.

Which of the following settings can be configured from the 'Company Settings' section in Setup?

- Company Information - Business Hours - Fiscal Year Settings The Company Settings page in Lightning Experience allows updating settings such as company information, default language, default time zone, currencies, fiscal year settings, business hours, holidays, and available languages. Login Hours and IP Ranges are specified at the profile level and won't be found in Company Settings in Setup.

Acme Appliances has a number of Knowledge articles that should be exposed on the company's customer service site. The articles cover four areas, namely, New Products, Customer Service, Resources, and Best Practices. What features need to be set up to allow the articles to be separated into their respective areas and viewed on the site?

- Data Categories - Topics Navigational topics need to be set up to map the Knowledge articles to data categories. These can then be viewed on the site within their respective topic areas. Topics can also be used as filters to refine global search results for articles in an Aura site.

Which of the following are correct regarding fiscal year settings?

- Once enabled, custom fiscal years can no longer be disabled. - When the fiscal year start month is changed, quota, and adjustment information is purged. - Custom fiscal years impact forecasts, reports, and quotas. Fiscal years can be modified at any time. It is recommended to use the standard fiscal year if a company follows the Gregorian calendar and just needs to adjust the fiscal year start month. Changing the fiscal year type and start month shifts the org-wide fiscal period, thus affecting all opportunities and forecasts in the org. If the fiscal year start month is modified, quota, and adjustment information are purged. Custom fiscal year settings can no longer be disabled once it has been enabled. If there is a need to revert to the standard fiscal year, the custom fiscal year can be defined to follow the same Gregorian calendar structure. In reporting, the fiscal year column would not be available when the custom fiscal year is utilized.

Cosmic Enterprises recently moved from using Salesforce Classic to Lightning Experience. Their agents immediately noticed the difference in the way search is handled in Lightning Experience. What are some of the key features of Einstein Search in Lightning Experience that the agents might have noticed?

- Search results are based on the most relevant records because of search personalization. - Search can be done using natural language in order to find records. - Actions from record pages can be accessed and completed while hovering over the instant results.

CoolRay Inc. has a division that makes eye protection equipment for winter sports. Another division also exists that specializes in fashion eyewear, and the Role assigned to users in this division is different from the other. In addition, a Lightning app has been created for each division to manage the eyewear products which are publicly visible in the org. What customization options below can be performed to help users distinguish the different apps and allow them to easily access products that belong to their division?

- Set different brand images and colors for the two Lightning apps accordingly. - Use pinned list views for the two types of products managed by the different divisions. A Lightning app can have its own color, logo and background, which can be configured in the 'App Details and Branding' section of the app. This approach can be used to make eye protection and fashion eyewear applications visually distinct from each other. Also, a custom list view can be created to filter products accordingly and shared only with the users in each division by their role. Users can then pin this list view so that it becomes the default view when accessing the tab in the Lightning app. Sharing rules cannot be used to restrict access to records. Access to a Lightning app can be configured based on the profile of a user but not by their role.

Which of the following are found in the Company Information page?

- Storage Used - Default Locale - Licenses available The company information page contains company, financial, and support information. It also includes the default language, time zone, and locale as well as the storage space used and the number of licenses available.

Where in an org could a Salesforce Administrator see how many remaining Salesforce licenses are available?

- Systems Overview Page - Company Information Page Within the Company Information page, the license sections list the number of licenses available, used, and remaining. The System Overview page will show system limits including the most use licenses and number remaining.

A Salesforce Administration is tasked with creating new Home pages in Lightning Experience. What should be considered when creating Home Pages?

- The Home Page can be customized for each profile. - Each app can have a different Home Page assigned. The Home page can be customized in the Lightning App Builder. A different page can be assigned to different profiles and different apps. Salesforce administrators can assign a different Home page on each app and app-and-profile combinations. Home pages cannot be assigned through permission sets or to roles.

A Salesforce Administrator is moving an app from the developer sandbox to their UAT environment. What is required to use change sets between two orgs?

- There is a deployment connection between the two orgs. - The two orgs are affiliated with the same production org. To use change sets between two orgs, they need to be affiliated with the same production org, and a deployment connection needs to exist between them. When using change sets, it is not required to move metadata from a developer sandbox. Change sets can be used to move metadata between partial copy sandbox, full sandbox, and production org. Developer edition orgs do not support change sets.

Each navigation bar of various apps inside a Salesforce org contains items in a particular order to ensure productivity. How can the Salesforce Administrator ensure that the users cannot change this?

- User Interface settings - App personalization settings In User Interface settings, the setting 'Disable Navigation Bar Personalization in Lightning Experience' controls whether users can personalize their navigation bar. The Salesforce Administrator can select this option to prevent users from rearranging or adding items to the navigation bar in any app. Alternatively, the App Personalization Setting 'Disable end-user personalization of nav items in this app' for each App (App Manager -> Edit beside the App, App Options) helps control users from personalizing the menu items only for a particular app, which is the approach recommended by Salesforce.

ABC Rentals has a financial year that begins in July and ends in June. How can the Salesforce Administrator make sure that reports and forecasts are set up to reflect this?

Use Standard Fiscal Year and set the fiscal year to start in July.

Which are valid options when moving change sets from one Salesforce environment to another?

- A sandbox and the associated production org. - Any two sandboxes that belong to the same production org. Change sets can only be sent between orgs that are connected to a single production org, such as two sandboxes of a production org or a sandbox and its production org. For migrating metadata from one org environment to a different org, other tools can be used such as VS Code, or Ant migration tool.

The data architect at Cosmic Innovations is reviewing the measures in place to ensure that the Salesforce org complies with data regulations related to the protection of personal information. Which of the following considerations are valid related to identifying personal and sensitive data in Salesforce? Choose 3 Answers

- An example of personal data is Name, Date of Birth, and Email address. - Personal data could be stored in any standard or custom object. - An example of sensitive data is medical and insurance records related to an individual.

Acme Corporation is making the switch to Lightning Experience. The administrator is tasked with creating different pages to fulfill business requirements. What pages are available to create with the Lightning App Builder?

- App Page - Home Page - Record Page - Embedded Service Page The Lightning App Builder can be used to create an App Page, Home Page, Record Page, or Embedded Service Page.

Which of the following are typically used for moving metadata from a developer sandbox to a test sandbox when both are affiliated with the same production org?

- Change Set - Metadata file A change set can be used to send customizations from one Salesforce org to another. A Developer Sandbox is one of the types of sandboxes and supports change sets. On the other hand, metadata files (XML files) are used to move metadata using Ant Migration Tool, VS Code, or Workbench. Unmanaged packages distribute open-source projects or application templates to provide developers a starting point that can be further customized if required but these aren't used or recommended for migrating metadata. Managed packages can only be created from a Developer Edition Org.

Global Shipping does business in a number of different countries but wants to report in a single currency. The Salesforce Administrator is considering enabling multi-currency. What additional steps must be taken after multi-currency is enabled?

- Define the list of currencies and make them active - Set the exchange rates for the currencies - Set the corporate currency Exchange rates are not dated by default when multi-currency is enabled. The Advanced Currency Management feature must be selected if the company needs to track dated exchange rates. As a requirement for dated exchange rates was not specified, Advanced Currency Management is an optional step. Setting a currency for each profile is also not necessary.

What does the 'Default Locale' setting determine?

- Display format of Addresses - Name Format - Format of Dates and Times The 'Default Locale' setting determines the format of dates, times, numbers, names, addresses, and phone numbers in Salesforce. The default currency for single currency orgs is set using the 'Currency Locale' field, a separate field to the 'Default Locale'

A user has asked whether it is possible to manually edit multiple records on a single page and save the changes at the same time. Which features could a Salesforce Administrator use to enable this in Lightning Experience.

- Enable inline editing - Enable enhanced lists

Sales reps in an organization need to record opportunities in USD and EUR. How can a Salesforce Administrator accomplish this?

- Enable multiple currencies for the organization in the 'Company Information' settings. - Add the desired additional currency in the 'Manage Currencies' page. Salesforce offers a multiple currencies feature, but it must first be enabled in the 'Company Information' page in Setup. After enabling multiple currencies, other currencies can be added in the 'Manage Currencies' settings page in Setup. The multiple currencies feature is not a permission that can be assigned to users or profiles.

Sales Reps have informed their Salesforce Administrator that they would like to edit their opportunities directly inline in the list view without having to load each record individually. Which user interface settings can the Salesforce Administrator change to meet this request?

- Enhanced Lists - Inline Editing To be able to edit records directly in a list-view, the 'Inline Editing' and 'Enhanced Lists' features must both be enabled. If only 'Inline Editing' is enabled, records can be edited inline in a record detail page but not in a list-view.

European users are reporting that dates are displaying in the US date format instead of the European date format. The majority of users are based in the U.S. What is the most efficient way to handle this issue?

- Inform European users to change the locale settings in personal settings.

What are valid reasons for using a custom fiscal year?

- There are 13-week fiscal quarters represented by three periods of 4-4-5 weeks. - The fiscal year does not start on the first day of the month. The standard fiscal year follows the Gregorian calendar,. The starting month can be set to any month, but it can only start on the first day of any month. A custom fiscal year is required if the Gregorian calendar is not followed. An example of a custom fiscal year could be a 13-week quarter represented by three periods of four, four, and five weeks, instead of calendar months.

If an organization is using multi-currency and does not want the converted amount to change on closed opportunities when exchange rates are updated, which feature can be used?

Advanced Currency Management Advanced Currency Management allows you to track exchange rates by date range. The opportunity converted amount will be locked based on the closed date and applicable exchange rate.

The system administrator of Cosmic Express has created a Dynamic Forms-enabled record page for opportunities. Various sales reps who access this page have complained about the misalignment of fields. Fields in multicolumn field sections collapse upward because of a gap caused by differences in field heights. Which field section property can be enabled to ensure that the fields remain horizontally aligned with their neighbors in the same row?

Align Fields Horizontally The 'Align Fields Horizontally' option can be enabled in the properties of a Field Section component on a Dynamic Forms-enabled page in Lightning App Builder. It ensures that fields remain horizontally aligned with their neighbors in the same row.

Cosmic Innovations is a US-based company, planning to start marketing and selling its products in Europe. It will not establish an office in Europe. It will be using Salesforce to record leads and manage sales opportunities. Which of the following would a data architect need to consider to ensure compliance with GDPR regulations?

All personal and sensitive data will need to be protected. GDPR is a data protection law that defines how personal information regarding EU individuals needs to be handled. It applies if any organization contracts with an EU individual or business regardless if the organization has a physical presence in the EU. Any personal data that is collected by the organization, whether it relates to EU individuals or non-EU individuals, will need to be identified, classified, and protected. As part of classifying data, a data retention policy should be created to define how long data will be kept before it is deleted. No regulation states the exact time frame after which data needs to be deleted. It is up to each organization to define based on the business and demonstrate that there is a legitimate purpose for storing and retaining the data.

As part of the launch of Salesforce for the organization, the VP of Corporate Communications of Orbitflux Solutions has given the administrator the company branding guide and files to incorporate into the user interface. What should the administrator do to accommodate this request?

An administrator can go to Themes and Branding in the User Interface settings to create a new theme. The administrator can create a new theme and upload the organization's images and colors in the Themes and Branding section of the User Interface settings. The theme will be applied to the entire organization and only one theme may be active at any given time.

ABC Company is expecting to have a very large volume of contract records with attachments. What should an administrator advise regarding storage requirements?

Both data and file storage will be used when storing contract records with attachments. Data storage is used by adding data records. File storage is used by adding file attachments. In this case, both data and file storage would be used with contract records and their attachments.

Service Silo recently overhauled their Case record page and have included new fields and buttons. Since only a communique was sent and no classroom training can be conducted because of the current call volume, they want their agents to still be guided with the changes to the Case record page and how to use the new layout. What is the best option to introduce these Case record changes to the agents?

Create in-app guidance that includes instructions for the new Case record page. With in-app guidance, supported Setup pages and records can come with instructions as to the steps that can be done within the page. It can highlight certain portions on the record page and could be configured to also feature images. In-app guidance can also be assigned to specific record types.

At United Technologies, the inbound and outbound sales teams use the same Sales app. The inbound sales team uses certain tabs that the outbound sales team don't need. What configuration can be done to ensure that each team can see only the tabs they need on the navigation bar?

Create two custom apps with different tabs and apply one each to the two different profiles. Custom apps can be created to hold different tabs. Each profile can have a default app assigned to it that displays when the user logs in. Home page layouts can be assigned by profile, but they do not affect the tab layout. App can be assigned to profiles, not individual users. There is no need to develop a custom app to personalize the navigation bar. Custom apps can be easily created using point-and-click tools then assigned to different profiles based on their requirements.

Cosmic Software Solutions uses Salesforce for lead management. The record page created for leads consists of several custom fields and sections. They need to be configured as individual components such that different types of users only see the fields and sections that they require. For example, a section consisting of five custom fields, which allow specifying contact information, should only be visible to sales users. Which features should be used to meet this requirement.

Dynamic Forms. Dynamic Forms allow migrating the fields and sections from an existing record page as individual components in the Lightning App Builder. Users can the view only the fields and sections they should be able to access.

Global Container's Sales Team has noticed that when exchange rates are updated, opportunity amounts recorded in additional currencies change. How can a Salesforce Administrator avoid having opportunity amounts on closed opportunities change when exchange rates are updated?

Enable 'Advanced Currency Management' and set dated exchange rates. Advanced Currency Management will allow the setting of date exchange rates. Opportunity amounts will use the applicable exchange rate. The amounts will not change every time the exchange rate is updated.

An administrator has created many custom fields on the Account record for different departments. One page layout is needed for all profiles because some users occasionally need to reference fields used by other departments. Which feature could the administrator enable to assist users in quickly finding the information that is relevant to them?

Enable collapsible sections so users can collapse the sections that are not relevant to them.

Users have complained that the Account screen is taking a long time to load. What could the administrator do to address this?

Enable separate loading of related lists Enable separate loading of related lists will load the main record details first and then load the related lists. This will help improve performance if there is a large number of related lists.

What is true regarding change sets?

If a change set deployment fails, the entire transaction is rolled back.

Which option should be selected while choosing an 'Action Type' to create an object-specific quick action that launches a Lightning web component?

Lightning Web Component Unlike global quick actions, object-specific quick actions support Lightning web components. To create a Lightning web component quick action, the 'Lightning Web Component' action type is selected. The "Lightning Component" option is selected when creating a quick action using an Aura component. The 'Flow' option is selected in order to launch a flow using a quick action. A 'Custom Component' is not a valid Action Type option.

Users have asked for the Parent Account field to be displayed in the Search results. How can this be enabled?

Modify the Account Search Results layout to include Parent Accounts. Account search fields can be added or removed on the Account Search Results page for the respective Search Layout. Users cannot customize the search results layout themselves.

The Salesforce administrator at Cosmic Solutions has created a new Lightning app for new sales reps to manage records such as accounts, opportunities, and orders. This custom app should appear first in their app launcher by default. In addition, the existing Sales app should not be visible in the App Launcher. What should the Salesforce administrator do to meet these requirements?

Navigate to the 'App Menu' page in Setup to change the default order of apps and hide the existing Sales app in the App Launcher. The Salesforce Administrator can navigate to the 'App Menu' page in Setup and drag the apps to change their order. They can also click 'Visible in App Launcher' or 'Hidden in App Launcher' to show or hide individual apps in the App Launcher for all new users in the org. Although a user can change the order of apps they see by clicking the 'App Launcher' icon, it doesn't allow a Salesforce Administrator to change the default order or hide an existing app for all new users in the org.

Universal Containers would like to improve the usability of their current lookup fields. When looking up a Contact Record, they would like to view the Account, Phone, and Email fields as well as the name. Universal Containers would also like to globally search for contacts by the account name. What feature would you suggest to help them with this need?

Search Layout

A sales user has created a list view to display accounts of premium customers in Lightning Experience. He would like to share this list with a public group of co-workers. What should a Salesforce Administrator recommend to allow the co-workers to see the accounts as quickly as possible?

Share the list view with the public group of co-workers from List View Controls. A list view can be shared with a public group of users by selecting 'Sharing Settings' from the 'List View Controls' menu in Lightning Experience. It can be used to share a particular list view with users quickly. Exporting a list view or creating a report is not an efficient solution for this use case. Also, a sharing button is not used to share a list view.

A Salesforce Administrator is told that the sales rep profile should no longer have access to a tab available in an app. Which tab setting should the Salesforce Administrator use?

Tab Hidden The 'Tab Hidden' setting means that the tab will not be visible by default, and the user cannot enable it. 'Default Off' allows the tab to still be visible when viewing 'All Items' in the App Launcher but not visible within an app. Users can customize their display to add the tab to an app. 'Default On' allows the tab to be visible in the app and when viewing all tabs.

An administrator is considering changing the default company locale. What should the administrator consider when doing this?

The company locale is set as the default for new users, but any user can change their personal locale setting. New users inherit the company's locale setting. The locale setting for a user can be changed by the user in 'Personal Information' or an administrator in 'Users.'

A Salesforce user has approached the Administrator informing him that she wants to hide certain tabs in the navigation bar. What should the Salesforce Administrator suggest to her?

The user should customize the navigation bar of the app. A Salesforce Administrator could modify the access to a tab for a profile but not for an individual user. There is no auto-hide feature for rarely used tabs. Each app can have a different set of tabs. Users can be assigned to different apps. In Lightning, the App Launcher can be utilized to switch between apps. Users can add, remove, rename, and reorder tabs that are displayed by default by personalizing the navigation bar of an app in Lightning. Default tabs that are specified by the Salesforce Administrator cannot be removed or renamed. Users cannot create profiles or Apps only the Administrator can do this also, it is not the required solution for this scenario.

Global Insurance has recently switched to Lightning Experience. Service Agents complain about having to wade through Performance Charts and Top Deals, instead of New Cases on the Home Page. Sales Representatives, on the other hand, refuse to accept any changes to the current Home Page. How can a Salesforce Administrator address the needs of Sales Representatives and the Service Agents?

Use the Lightning App Builder to customize the Home Page for different profiles. Lightning App Builder can be used to customize Home Pages in Lightning Experience for different profiles. Users cannot customize their own Home Page in Lightning Experience. Visualforce cannot be used to customize the Home Page to dynamically display based on profile.

A service manager usually audits several cases a day for his team. He has requested a capability that would allow him to update the value on the Target Resolution Date field to 'Today' on a selection of records that he has recently reviewed. What can be done to accommodate this request?

Use the Mass Quick action to update status and change record owner. A mass quick action can update up to 100 records from a list view or related list. Mass quick actions support create and update record action types.

An organization has recently enabled multiple currencies. Additional currencies were added and activated for users. What will the users' experience be when they create a new opportunity record?

Users will be able to create opportunities in any active currency. After multi-currency is enabled, the administrator needs to maintain a list of active currencies and their conversion rates relative to corporate currency. The active currencies represent the countries in which the organization does business. Only active currencies can be used in currency amount fields.