SF Admin Practice Text #3

When converting a Lead, you can create new records for up to three other objects, which are: (select 3) A. Contact B. Opportunity C. Cases D. Account

A. Contact B. Opportunity D. Account During the Lead Conversion process, you can create a new Contact record from which the Lead is converted from. You can also create a new Account and Opportunity as well.

When mapping fields for the Lead conversion process, which other objects can you map fields to in Salesforce? (select 3) ​ A. Contact B. Opportunity C. Report D. Account E. Lead

A. Contact B. Opportunity D. Account When you click the Map Lead Fields button from the Lead Custom Fields and Relationships section on the Lead Fields page, you are able to map custom lead fields to custom fields on the Account, Contact and Opportunity objects.

When creating a Lookup field that is not required, what are the three valid behavior options you can specify if the lookup record is deleted? (select 3) ​ A. Don't allow deletion of the lookup record that's part of a lookup relationship B. Clear the value of this field C. Allow for reparenting D. Delete this record also

A. Don't allow deletion of the lookup record that's part of a lookup relationship B. Clear the value of this field D. Delete this record also Reparenting is an option for Master-Detail relationships, not Lookups

When you use Salesforce for Outlook, Lightning Sync, or Email to Salesforce to sync items or add emails from your email app to Salesforce, any items that these features can't automatically assign to Salesforce records appear in My Unresolved Items. Which of the following types of items will appear in the My Unresolved Items list? (select 4) A. Emails B. Events C. Contacts D. Chatter E. Tasks

A. Emails B. Events C. Contacts E. Tasks The My Unresolved Items screen displays Contacts, Events, Emails and Tasks that are unresolved.

Which of the following functions can be performed in Chatter? (select 3) A. Follow an Account Record B. Share a Chatter Post on Twitter C. at' Mention a User D. Follow a User

A. Follow an Account Record C. at' Mention a User D. Follow a User You are able to follow users and individual records in Chatter, and receive notifications. You can also join groups and at mention people in Chatter. You cannot send Tweets to Twitter from Chatter, however.

The Sales Director has asked for a new field on Opportunities called Reminder Date. The Reminder Date field should display what the date would be 7 days prior to the date that is entered in the Close Date field on an opportunity. What type of field should you create to accomplish this request? A. Formula Field with a Return Type of Date B. Formula Field with a Return Type of Text C. Formula Field with a Return Type of Number D. Date Field E. Date/Time Field

A. Formula Field with a Return Type of Date This can be accomplished by creating a new custom Formula field. This Formula field would need a Return Type of Date specified. This would then display in Date format whatever the date would be 7 days prior to the entered Closed Date on an Opportunity. The actual formula would look like Reminder_Date__c = CloseDate - 7 - If you go through the process of creating this type of field in Salesforce, you'll actually see this exact formula as the example they give in the Formula Return Type selection for Date. Check it out.

Which Dashboard Components can display multiple groupings? (select 3) A. Funnel Chart B. Line Chart C. Donut Chart D. Bar Chart E. Pie Chart

A. Funnel Chart C. Donut Chart E. Pie Chart A bar chart shows values as horizontal lengths, so this format can be good for comparing distance or time. Use a bar chart when you have a summary report with a single grouping, or you only want to display one grouping. Use a funnel chart when you have multiple groupings in an ordered set and want to show the proportions among them. Use a donut chart when you have multiple groupings and want to show not only the proportion of a single value for each grouping against the total, but also the total amount itself. Use a pie chart when you have multiple groupings and want to show the proportion of a single value for each grouping against the total. Line charts are good for showing changes in the value of an item over a series of points in time, such as week to week or quarter to quarter. Use a line chart when you have one important grouping representing an ordered set of data and one value to show.

What are the common Matching Methods that can be used in Matching Rules? (select 2) A. Fuzzy B. Contains C. Without D. Exact E. With

A. Fuzzy D. Exact Defines the method for how the fields are compared. You can use the provided exact matching method for almost any field, including custom fields. A fuzzy matching method is available for commonly used standard fields. Each matching method is defined by normalization and match key definitions, matching algorithms, and other criteria.

Which Salesforce Lightning feature is used to provide guidance to users inside of a Salesforce application? A. In-App Guidance B. Enhanced Profile List Views C. Path

A. In-App Guidance In-App Guidance allows you as an administrator to add user guidance to your app to share information, train, or on-board users.

What do you change on a user record to change the language that they see in their Salesforce interface? A. Language B. Time Zone C. Country D. Locale

A. Language The Language you set on the User record dictates which Language the User Interface is in for Salesforce.

Which Report Formats are valid formats in Salesforce (select 4) A. Matrix B. Joined C. Pivot D. Tabular E. Summary

A. Matrix B. Joined D. Tabular E. Summary The valid formats of reports in Salesforce are Joined, Tabular, Summary and Matrix.

The four valid new action types that can be invoked immediately, or on a time-based basis from a workflow rule are: ​ A. New Task, New Email Alert, New Field Update, New Outbound Message B. New Task, New Object Record, New Chatter Post, New Email Alert C. New Email Alert, New Task, New Field Update, New Event D. New Flow, New Task, New Chatter Post, New Object Record

A. New Task New Email Alert New Field Update New Outbound Message You can add a New Task, New Email Alert, New Field Update and a New Outbound Message to a Workflow Rule - either immediately, or on a time-dependent basis. The other options sprinkled throughout these answers are Action Types that are supported by the Process Builder, but which may not be invoked from Workflow Rules.

When mass-transfering accounts, what other related records are also transferred at the same time? (select 4) ​ A. Open Opportunities owned by the current account owner B. Open Activities C. Cases D. Attachments E. Leads

A. Open Opportunities owned by the current account owner B. Open Activities C. Cases D. Attachments When transferring accounts, the associated items that are also transferred are Contacts (on business accounts only), attachments, notes, open activities, open opportunities owned by the current account owner, and optionally, closed opportunities and open opportunities owned by other users. You may also optionally transfer open and closed cases that were owned by the account owner.

Which Security feature is used to set Login Hours for Users? ​ A. Profile B. Company Information C. Permission Set Groups D. Permission Set

A. Profile You can specify when users can log in, based on their user profile.

You have been asked to update your organization's password policies to heighten security by making them more complex. Which of the following Security settings in Salesforce would you adjust to update your organization's password policies? A. Profiles B. Permission Sets C. Profiles, Permission Sets, and Permission Set Groups D. Permission Set Groups

A. Profiles Password policies are set at the Profile level and are not accessible via Permission Sets, and therefore by extension, also not accessible via Permission Set Groups. Here are examples of Password Policies on a Profile: User passwords expire in: Never expires Enforce password history: 3 passwords remembered Minimum password length: 8 characters Password complexity requirement: Must include alpha and numeric characters Password question requirement: Cannot contain password Maximum invalid login attempts: 10 Lockout effective period: 15 minutes Obscure secret answer for password resets __ Require a minimum 1 day password lifetime __ Don't immediately expire links in forgot password emails

Which sharing options are valid when sharing a Report Folder in Salesforce? (select 3) A. Roles & Subordinates B. Internal Users C. Profiles D. Public Groups

A. Roles & Subordinates B. Internal Users D. Public Groups You can share Report folders with Internal Users, Public Groups, Roles, and Roles and Subordinates.

When creating a new Sharing Rule, which of the following are valid selections you can make when you select the users to share with? (select 3) A. Roles and Subordinates B. Roles C. Public Groups D. Queues E. Users

A. Roles and Subordinates B. Roles C. Public Groups Once you get to the point in the process of selecting the users to share with during the Sharing Rule creation process, you will see 3 options in the Share with dropdown - Public Groups, Roles, and Roles and Subordinates. You can't create Sharing Rules to share with a Queue or individual users. Test this out by creating a Sharing Rule in your own organization.

The Service Manager has requested that your name as the Administrator no longer appear as the user that is performing case automation updates to Case records, such as from changes that were triggered by Assignment Rules and Escalation Rules. They would like for the User of record for those changes be attributed to a generic system user account. Where would you change the Automated Case User field to fulfill this request? A. Support Settings B. Process Automation Home C. Support Processes D. Assignment Rules E. Escalation Rules

A. Support Settings The Support Settings screen is used to specify the defaults and email templates used by the automated support features. One such designation you can set there is that of Automated Case User. The Automated Case User is the user listed in the Case History related list for automated case changes from: • Assignment rules • Escalation rules • On-Demand Email-to-Case • Cases logged in the Self-Service portal Refer to Customize Support Settings for more details.

Where can Salesforce Knowledge be accessed? A) Documents B) Communities C) Chatter

B) Communities

To group several Campaigns together and assign one as the Primary or Parent Campaign, what must you create? ​ A. Campaign Related List B. Campaign Hierarchy C. Influential Campaign D. Marketing Profile

B. Campaign Hierarchy The Campaign Hierarchy provides the ability to assign a Primary Campaign and associate other campaigns.

Which of the following are valid ways in which a Task can be created in Salesforce? (select 3) A. Creating an Opportunity B. Created from a Workflow Rule C. Create from an Approval Process D. Manual Creation

B. Created from a Workflow Rule C. Create from an Approval Process D. Manual Creation An event, a task, a call you've logged, or an email you've sent are displayed in either the Open Activities or Activity History related list for records. You can relate an activity to other records, such as an account, a lead, an opportunity, or a case. In an org with Shared Activities enabled, you can relate an activity to multiple contacts. Tasks can also be generated by workflow rules and approval processes configured by a Salesforce admin.

Which Salesforce feature can be utilized to assign limited admin privileges to users in your org who aren't administrators? ​ A. Force.com Light License ​B. Delegated Administration C. Permission Set Groups ​D. SalesforceA

B. Delegated Admin Use delegated administration to assign limited admin privileges to users in your org who aren't administrators. For example, let's say you want the Customer Support team manager to manage users in the Support Manager role and all subordinate roles. Create a delegated admin for this purpose so that you can focus on other administration tasks.

Sales Reps receive a 5% commission on all Opportunities that are closed/won. You need to add new fields on the Opportunity to calculate and show both the Commission Amount owed to the Sales Rep, along with the Remaining Amount that will go to the Company. What type of field can accommodate both of these values? ​ A. Currency field B. Formula field with a Return Type of Currency C. Text field ​D. Number field

B. Formula field with a Return Type of Currency You would need to create formula fields to calculate both of these values. And since the values we are dealing with a currency values, the return type for these formula fields would need to be specified with a Return Type of Currency. This will present the values in the proper currency and formatting and will be dynamically derived, based on the value of the opportunity and the calculations contained within the formula. These types of formula fields are often requested for reporting purposes.

What type of object facilitates a many-to-many relationship in Salesforce? A. Standard Object B. Junction Object C. External Object D. Custom Object

B. Junction Object You can use master-detail relationships to model many-to-many relationships between any two objects. A many-to-many relationship allows each record of one object to be linked to multiple records from another object and vice versa.

Generally speaking, as it relates to the Security Model in Salesforce, Sharing Rules are used in order to: ​ A. Further restrict access ​ B. Open up additional access

B. Open up additional access You can make automatic exceptions to your organization-wide sharing settings for defined sets of users by utilizing Sharing Rules, which open up additional access.

It's being reported that your Sales Reps are failing to assign a Contact Role to Opportunities that have an associated Contact. Which Process Automation tool could be leveraged to automate the Contact Role assignments in this scenario? A. Workflow Rule and Time-Based Action B. Process Builder C. Workflow Rule D. Workflow Rule and Immediate Action E. Approval Process

B. Process Builder Use Process Builder and Flow Builder to automate business processes that involve opportunity contact roles, so that your sales reps don't have to do the work manually. For example, create a process that adds an opportunity contact role to each new opportunity that has a related contact.

What setting on the User record determines whether a user can create a new record using a specific Record Type? A. User License B. Profile C. Role D. Marketing User

B. Profile Record Type access is set at the Profile level for users. Users can view records belonging to a Record Type for which their Profile has not been assigned, but they are unable to create records belonging to these Record Types.

You have been tasked with disabling access to a custom application for a group of Salesforce users. Where in Setup would you make this change? A. Escalation Rules B. Profiles C. Company Information D. Installed Packages E. Roles

B. Profiles You can adjust the access to applications at the Profile level, under Assigned Apps. You can see which apps are installed in your org by going to Installed Packages, but you can only uninstall the app and not just restrict access to it for a specific group of users. You can initially specify the groups of users you want to have access to an app during the install process, though.

You were previously asked to add an additional selection to the standard Case Status picklist field. Users are reporting that this new field is not available for them to select. Where in Setup would you go to troubleshoot this issue? ​ A. Lead Processes B. Support Processes C. Sales Processes D. Sales Path E. Support Settings

B. Support Processes Support Processes are used to signify which Selected Values display in the Case Status field.

What is the proper Tab security setting so that a tab is not displayed in the All Tabs page, which is accessed by clicking the + sign on the right side of the row of tabs in Salesforce Classic? A. Default On B. Tab Hidden C. Tab Private D. Default Off

B. Tab Hidden

Which of the following items are considered Activities in Activity Management for Salesforce? (select 4) A. App Installations B. Task C. Events D. Emails sent from Salesforce E. Call you Log

B. Task C. Events D. Emails sent from Salesforce E. Call you Log An event, a task, a call you've logged, or an email you've sent are displayed in either the Open Activities or Activity History related list for records. You can relate an activity to other records, such as an account, a lead, an opportunity, or a case. In an org with Shared Activities enabled, you can relate an activity to multiple contacts. Tasks can also be generated by workflow rules and approval processes configured by a Salesforce admin.

Which user is listed in the Case History related list when automated case actions occur in Salesforce, such as assignment rules, escalation rules, created via web-to-case, etc? A. Case Owner B. Current User C. Automated Case User D. Sys Admin

C. Automated Case User The Automated Case User is the user who is listed in the Case History for all automated case actions in Salesforce.

The Vice-President of Sales has asked you to create a report that returns only Accounts that have Opportunities. What type of Report Filter would you use to accomplish this? A. Filter Logic B. Row Limit C. Cross Filter D. Field Filter

C. Cross Filter Use a Cross Filter on one object's relationship to another object.

Which mechanism can you use to see all converted leads in your Salesforce org? (select one) ​ A. Custom Visualforce Page B. ​You cannot view leads once they have been converted C. Leads With Converted Lead Information Report D. Converted Lead List View

C. Leads With Converted Lead Information Report Once Leads are converted, they are no longer visible in the Leads List View. You can use a standard Lead Report or create a Custom Report type to view a list of all Converted Leads.

Which report format allows you to group and summarize data by both rows and columns? A. Tabular B. Joined C. Matrix D. Custom E. Summary

C. Matrix Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography.

Which statement is true, as it relates to Multi-select picklist fields and field dependency? ​ A. Multi-select picklist fields can be either controlling fields or dependent fields. ​ B. None of the above. ​ C. Multi-select picklist fields can be dependent fields, but not controlling fields. D. Multi-select picklist fields can be neither controlling fields or dependent fields. ​ E. Multi-select picklist fields can be controlling fields, but not dependent fields.

C. Multi-select picklist fields can be dependent fields, but not controlling fields.

What types of schedules can be set for a product in Salesforce? (select 2) A. Forecast B. Discount C. Quantity D. Revenue E. Quote

C. Quantity D. Revenue

Which type of field is a read-only field that displays the sum, minimum, or maximum value of a field in a related list or the record count of all records listed in a related list? A. Auto Number B. Formula C. Roll-Up Summary D. Lookup Relationship

C. Roll-Up Summary A Roll-Up Summary field is a read-only field that displays the sum, minimum, or maximum value of a field in a related list or the record count of all records listed in a related list.

How can you restrict users from seeing certain fields in searches, reports and list views? ​ A. Remove the field from Reports. ​B. Remove the field from Search Layouts. C. Set the field to Hidden at the Profile level. D. Remove the field from all page layouts

C. Set the field to Hidden at the Profile level. If you simply hide a field from a page layout and assign that page layout to a user, that user can still see the field and get to the data by way of search results and reports. To fully hide a field and its data from a user, you will need to set the field to Hidden at the Profile level.

Your CIO has approached you with a request to integrate Salesforce with another system that is used for Human Resources data. A new field is needed on the Contact Object in Salesforce that will hold the corresponding unique ID field from the Human Resources system. Which of the following types of fields would be best to accommodate this request? A. Text Field B. Number Field C. Text Field with External ID Checked D. URL Field

C. Text Field with External ID Checked You would need an External ID field, which can be signified on a few different types of fields in Salesforce, such as Text and Number, to name a few.

The Marketing Manager would like to see a quicker response time for inbound Leads. Another problem is that all of the Leads are automatically owned by the Marketing Manager, who wants this ownership to instead go to his group of Lead Qualifiers. What should you create to accommodate this request? (select 2)

Create a Lead Qualifiers Queue and add the appropriate users to the queue. Create a Lead Assignment Rule to assign ownership of new leads to a queue.

The VP of Customer Success has asked that a new change be made to the Case Closure process, specifically for Cases with a Tier 2 Record Type. Whenever these Tier 2 cases are closed, they would like to have a Confetti celebration appear on screen for the support rep who closed the case in Salesforce. How would you accomplish this?

Create a Path with a Confetti Celebration when Status equals Closed for Cases with a Record Type of Tier 2 and then add the Path Component to the Lighting Page. Paths can be enabled in your org and then be created at the object level. You can specify a path that is specific to a certain record type. Paths are not added by default to the Case page layout, so you would need to add it to the page layout via the Lightning App Builder.

The Human Resources Director needs the Heads of each Department to be able to edit Time Off Requests, which is a Custom Object in your Salesforce organization. The Heads of these Departments each belong to different Profiles in Salesforce, and yet they need the ability to edit Time Off Requests to be extended to them. What is the best option for accomplishing this requirement?

Create a new Permission Set and enable Edit Permission on the Time Off Request object, then assign the Department Head Users to the new Permission Set. Permission Sets are ideal for this scenario. It's not feasible to make all fields on an object Read-Only, because you will often be adding new fields to an object, and that would be hard to maintain. With Permission Sets, you can extend one-off exception type situations to extend CRUD rights to an object. You also wouldn't want to move all department heads into a new profile, because each of the department heads likely require different access and security.

Your org has set the organization-wide default for Opportunities to Public Read/Write. Your Sales Reps are complaining that the reports they see contain all opportunities for the entire company. They would like these reports to only display opportunities that they actually own.

Customize the Report and change the Filter setting to include on My Opportunities' You can filter reports to such criteria as My Opportunities, which will display only opportunities that are owned by the current user. This is the ideal solution for this request. You could customize the existing report, or clone it to create a new report off of the existing, and then add the additional filter criteria. To set the org-wide default to Private would have far reaching implications beyond just this single report, and is a good example of not introducing unintended consequences in your org in the quest to quickly provide a solution. You also would not want to resort to code (Visualforce page), when a declarative option (clicks instead of code) is readily available to you.

Which statement is true, as it relates to Checkbox fields and field dependency? A. Checkbox fields can be either controlling fields or dependent fields B. None of the Above C. Checkbox fields can be neither controlling fields or dependent fields D. Checkbox fields can be controlling fields, but not dependent fields E. Checkbox fields can be dependent fields, but not controlling fields.

D. Checkbox fields can be controlling fields, but not dependent fields

Your company wishes to back up all of their Salesforce records on the first day of each month. Which built in service provided by Salesforce can accommodate this? ​ A. Schema Builder ​B. Scheduled Report C. Mass Export D. Data Export

D. Data Export The Data Export service can be used to schedule an export of all of your Salesforce records on a weekly or monthly basis.

You have received a list of 25,000 lead records, which you suspect contain a high percentage of duplicate records. What is the best tool to use to import these records, and avoid introducing duplicates into your system? A. Custom Visualforce Page B. Data Export C. Data Loader D. Data Import Wizard

D. Data Import Wizard The Data Import Wizard can handle the importing of up to 50,000 Lead records at a time, and has some duplicate matching and blocking capabilities.

You need to capture additional custom Lead information onto Contact records during the Lead Conversion process. Which type of field mapping are you able to do in Salesforce in order to accomplish this? ​ A. Map standard Lead fields to standard Contact fields. B. Map custom Lead fields to standard Contact fields. C. Map standard Lead fields to custom Contact fields. ​D. Map custom Lead fields to custom Contact fields.

D. Map custom Lead fields to custom Contact fields. The field-mapping functionality that you can set up in the Salesforce Lead Conversion Process is custom-to-custom. I encourage you to walk out the process of mapping lead fields yourself in your Salesforce instance so that this is clear and you also understand that not only can you map to custom Contact fields, but also to custom Account and Opportunities fields as well.

The Sales Manager has made a fundamental change to how revenue is attributed to Sales people. They would like to enable the opportunity owner to be able to credit team members with a percentage, based upon their level of helping close deals and receive a percentage. Which Salesforce feature would you enable and configure in order to satisfy this new requirement? ​ A. Collaborative Forecasting ​B. Territory Management ​C. Revenue Scheduling ​D. Opportunity Splits E. Product Scheduling

D. Opportunity Splits Opportunity splitting lets you share revenue from an opportunity with your team members. Team members working on an opportunity can roll their individual sales credits into quota and pipeline reports for the entire team.

There is a recurring problem of Opportunity stages being set back and forth repeatedly. The desired progression is for Opportunities to progress forward until closing as either won or lost. You have no record of who is making these changes, or when these stage changes are occurring. As an initial step for troubleshooting this issue, what should you do? ​ A. Log in as the suspected user and view their Recently Viewed list. ​B. View the Setup Audit Trail ​C. Enter the user you suspect is doing this into the Debug Log and monitor what they are doing D. Set Field History Tracking on the Stage Field

D. Set Field History Tracking on the Stage Field History Tracking can be set on up to 20 fields per object. You can also track an additional 20 fields on Chatter, by the way (free tip). The Setup Audit Trail tracks who has been changed in your org from a customization standpoint and is not used for tracking changes to individual records. You can actually monitor users in the Debug Log for troubleshooting purposes, and it will reveal what records they are working on, but you have to guess which user, and the problem may be with a process or trigger that is causing these issues. You can also log in as another user and look at their Recently Viewed list, but this is also an inefficient approach. Stage is likely a field to already be tracked in most orgs, but I have been surprised by how many orgs have instituted no field history tracking. It's a quick win, when you are starting a new admin role to check for this.

Where do you signify if a user is a Service Cloud user? A. Profile B. Assigned Apps C. Company Information D. User Record E. Permission Set

D. User Record The Service Cloud designation for a user is made by checking the Service Cloud User checkbox on the User record. This is referred to as a Feature License, which you can see the number of assigned and remaining users available under the Feature License section on the Company Information screen.

What is a valid definition of what a Custom Report Type is?

Defines the set of records and fields available to a report based on the relationship between a primary object and its related objects Custom Report Types define the set of records and fields available to a report based on the relationships between a primary object and its related objects. The other definitions are for Tabular, Summary and Matrix report format

A Metric Dashboard Component is defined as what?

Displays the grand total from a report, along with a label that you enter. A Metric Dashboard Component displays the grand total from a report, along with a label that you enter. The first option is a table. Gauges are represented as a fuel-tank type of scale.

A user reports that their ability to create Contact records for a specific Record Type has been removed. You should check the user's _____________? A. Territory B. Role C. Queues D. 'Marketing User' Checkbox on their User Record E. Profile

E. Profile You set the default and available Record Types for a user at the Profile level.

Due to new GDPR regulations, you need to allow your external Salesforce users to deactivate their own accounts. Where would you enable this feature? A. User Record B. GDPR Permission Sets C. Permission Set Group D. Profile E. User Management Settings

E. User Management Settings User Management Settings is where you can manage ord-wide user settings for certain options, such as: Enable User Self-Deactivation Let Users Scramble Their User Data Hide Personal Information

How do you enable multiple currencies in Salesforce?

Enable Multiple Currencies from the Company Information page.

Your Marketing Manager and Sales Manager are at odds over who is to blame for introducing duplicate Leads and Contacts into Salesforce. You have been tasked with bringing peace to the org-wide chaos of duplicates by implementing Duplicate Rules. You quickly activate the Standard Contact Duplicate Rule and Standard Lead Duplicate Rule in your org. Peace descends upon the Sales and Marketing departments and all is well in the world...until the Marketing Manager returns from a Tradeshow with a .csv file of 5000+ business card scans with contact details for new leads. You have been asked to import this long list of leads into Salesforce, but fear it will be rife with duplicates. Before you perform an Upsert using the Data Loader and match against Email addresses, what can you do in your Duplicate Rules to help filter out potential duplicates into an Error file?

Make sure the Alert Checkboxes are checked for Operations on Create and Operations on Edit in your Standard Lead Duplicate Rule. There are two primary options available to you in Duplicate Rules to Alert and/or Report potential duplicates On Create and/or On Edit. An upsert combines creating new records and updating existing. The Alert option will warn users in the user interface of potential duplicates, but will add a row to the error.csv file when doing an insert, update or upsert from the Data Loader (i.e. when not using the interface). This effectively gives you the ability to match for duplicates beyond just email address into other fields that are specified in the Matching Rules contained in your Duplicate Rules on an object. The Alert setting is a way of allowing non-potential dupes to be inserted and updated and those flagged as potential dupes will go into an error file and not hit the system. You can then take the error .csv file to troubleshoot. For more fun and giggles with Duplicate Rules, you may be wondering about the Report option. What does that do? Glad you asked. It will help you with troubleshooting your rules - both Duplicate Rules and Matching Rules (which reside inside the Duplicate Rules) Report will create a record of any potential duplicates that are flagged by a Duplicate Rule. This will help you in troubleshooting your Duplicate Rules. But where are those records recorded? In Duplicate Record Sets. Duplicate Record Sets are available from the App Launcher and will display more details on which Duplicate Rule flagged potential duplicates and more details under Duplicate Record Items.

You have specified Trusted IP Ranges in your Salesforce org. What happens when a user tries to log in from an IP address that is outside of the Trusted IP Ranges that you have set?

The user receives a login challenge for verification of their identity, such as a code sent to their mobile phone. Login IP Ranges dictate which IP addresses users can log in from, and if an attempt is made outside of that range, the request is denied. This is not to be confused with Trusted IP Ranges, which define a list of IP addresses from which users can log in without receiving a login challenge for verification of their Identity.

You have been asked to convert an existing Multi-Select Picklist to a Picklist field. What would be a negative consequence of fulfilling this request?

This could result in data loss. Converting from multi-select picklist to a picklist can result in data loss. For the inverse, you can change custom picklists into multi-select picklists without losing any data. Since your records only contain a single value of that picklist, that value is still selected but users can select more values.

When should you, as a System Administrator, consider using the AppExchange?

When standard Salesforce functionality needs to be extended for features that are beyond either your time or ability to create. The AppExchange contains applications built by companies that extend the Salesforce platform beyond its standard functionality. It is advantageous to leverage apps off of the AppExchange to save time compared to developing solutions on your own. The place to submit ideas to Salesforce is the Idea Exchange. Cases are submitted to Salesforce Support by clicking Help inside of Salesforce and selecting to contact support. The place to purchase additional Salesforce licenses for new users in called Checkout, or by calling your Salesforce representative.