Advanced Admin Practice

Sales teams at Cloud Kicks ask each visiting customer to fill out a form that captures their contact information and some basic footwear preferences. This information is saved to a spreadsheet and used by the sales team to alert their contacts when new shoes are added to the inventory that matches their preferences. The sales team wants to be able to track this in Salesforce and see the information when viewing the contact record. Which two ways should the administrator configure this requirement?

1. Lightning Object Creator 2. Lookup Field

Which two ways can an administrator review the page performance for a Lightning record page?

1. Lightning Usage App 2. Analyze Button

AW Computing sells a variety of software programs for its customers to choose from. Management wants to ensure that the customer automatically receives phone support when they purchase photo editing software. How should an administrator meet these requirements?

Add an entitlement template to the product for phone support

The Service team at Cloud Kicks needs a way to show the current status from the Account on the Case. This value should be on the page and is used In validation rules. What should the administrator recommend to solve this?

Create a cross-object formula

NTO is expanding into the U.K. While most of NTO's products are the same as in the U.S, pricing will vary from product to product due to shipping and raw material cost differences. What should the administrator configure for a smooth rollout to the U.K.?

Create a new Price Book for the U.K. product pricing

AW Computers has created a custom field called Government ID on a custom object. Most users with a custom Sales profile should be unable to access this field. A select group of Sales users called the Institutional Team should be able to access the Government ID field via reports. How should an administrator accommodate this request?

Create a permission set with Read access to the field. Assign the permission set to the Institutional Team

Select power users want the ability to make configuration changes to a specific custom object. What tool should the administrator assign to the power users to enable this?

Delegated Administration

At Ursa Major Solar, there is an account owned by a user with the role of Galaxy Manager. Two users with the same profile are both assigned to the sub-role, Galaxy Subordinate. However, only one can access the account. What is the reason only one user can see the account record?

Manual Sharing

AW Computing has a new requirement from its security team where audit information relating to an account must be recorded in a new custom object called Audit. Audit records need to be preserved for 10 years and only accessible by the audit team. What relationship should be used to relate the Audit object to the Account object?

Master-detail

Sales reps at AW Computing have asked the administrator to help them close deals faster on the Salesforce mobile app when they're in the field. They want to be able to quickly close an opportunity and have key fields, like status, pre-populated to Closed Won. What should an administrator create to achieve this?

Object-specific Quick Action

What should the administrator consider before enabling Person Accounts?

Person Accounts cannot be disabled

The Cloud Kicks administrator wants to open up opportunity sharing to directors who oversee regional managers so they can access records to assist regional managers. What sharing mechanism should be used?

Role Hierarchy

Cloud Kicks (CK) has a sneaker maintenance plan that it includes with all orders for its new line of bluetooth-enabled custom sneakers. The sneaker maintenance plan gives each customer 6 months of phone support in case they have issues with their new sneakers. The administrator at CK is having a hard time keeping up with the work associated with managing the maintenance plan. What should the administrator do to help manage the plan?

Set up and configure entitlement templates

How should an administrator support a finance team that is trying to use opportunity data to keep an eye on their pipeline rather than manually calculating anticipated income for the quarter?

Set up collaborative forecasting to view quota against the open pipeline

A developer is getting errors for Production deployment. The test deployment in the Full sandbox, which included a local test run, was successful. The Full sandbox was last refreshed 2 weeks ago. Where should the administrator check to see what was recently changed?

Setup Audit Trail

The sales manager at Cloud Kicks wants a way to report on information from a form their clients fill out during the sales cycle. Once a form has been submitted, the client Is unable to access it. This form may need to be filled out more than once during the sales cycle. There are more than 30 fields on this form, and the sales team needs to be able to see what changed from one submission to the next. Which two options should an administrator use to solve this scenario?

1. Add forms as attachments 2. Create a custom object

Cloud Kicks wants to implement multi-factor authentication (MFA) to help better secure its Salesforce org. Which two options should the administrator consider to use MFA?

1. An Authentication App 2. A Username and Password

An administrator needs to create a junction object called Account Region to link the standard Account object with a custom object called Region. Once the junction object is created, what are the next two steps the administrator should take?

1. Configure a master-detail relationship field on the junction object to the Account object 2. Create a master-detail relationship field on the Account object to the junction object

AW Computing has been advertising a new keyboard that was released at the beginning of the month. The sales team has an additional incentive to add the keyboards to every sale. The administrator already added the product to Salesforce but the reps are unable to select the product on the opportunity. Which two options should an administrator check to ensure the product is available?

1. Confirm the correct price book is selected on the opportunity 2. Ensure the product is associated with the correct price book

The administrator at Universal Containers does a soft launch of the Salesforce Authenticator app and allows users to optionally use it to log in. The administrator would now like to look at how many users have successfully used it since it was rolled out. What are two ways the administrator can get this information?

1. Create a new view in Identity Verification History, specifying method 2. Export Login History and filter based off of the authentication method reference

Ursa Major Solar (UMS) wants to improve its customers' ability to search for knowledge articles. UMS has already created categories for articles. Which two additional changes should be made to improve search capabilities?

1. Create synonyms for specific search terms 2. Promote specific search terms for specific articles

An administrator at Cloud Kicks has been asked to reduce the file size of full data exports in order to have quicker exports. Which three recommendations should the administrator make?

1. Deselect include images, documents, and attachments' in the export 2. Keep deleted record counts to a minimum 3. Reduce the amount of objects per export

Cloud Kicks (CK) wants the forecast numbers to be shown by territory regardless of who owns the record. CK also wants a way to forecast based on role hierarchy. Which three options should an administrator recommend?

1. Enable Role Hierarchy Forecast 2. Enable Territory Forecast 3. Have the user select the forecast type listed under the Forecast Type in the Display Settings

A user at Cloud Kicks has informed the administrator that they are unable to log in to Salesforce via multi-factor authentication. Which two areas should the administrator review to understand potential root causes?

1. Identity Verification History 2. Login History

Ursa Major Solar uses the custom object Product Development to track ideas R&D is working on. A former administrator added the custom object Potential Name with a lookup to Product Development to allow R&D to track names under consideration for those products. The R&D manager recently ran a report and noticed several potential names where the relationship to the Product Development record was missing. The current administrator needs to change this relationship to a master detail relationship to ensure a potential name only exists when there is product development. Which two options are available for altering the existing Potential Name records for the deployment of this change to be successful?

1. Move any Potential Name records with a blank lookup field to the recycle bin 2. Assign any Potential Name records with a blank lookup field to an existing record from Product Development

Users are reporting that it takes a long time to load a Salesforce record page in Lightning. What are three options available to the administrator to help with this issue?

1. Move some page components behind a tab 2. Remove some of the fields displayed 3. Reduce the number of related lists displayed

Sales reps and partner consultants at Cloud Kicks work on the same kinds of shoe deals. The administrator has been asked to ensure that the profile field on the opportunity object is available to sales reps and is hidden from partners using field-level security. Which two features should the administrator use to fulfill this request?

1. Permission set 2. Profiles

Cloud Kicks (CK) does business directly with individual consumers (B2C) and large businesses (B2B), Some of CK's B2C customers are employed at its larger customer accounts and should be tracked under both. Which two options will CK need to use to manage its customers' accounts?

1. Person Accounts 2. Contacts to Multiple Accounts

AW Computing uses a custom invoice object to track invoices related to accounts. The administrator wants to use roll-up summary fields to view high-level information at a glance on the account record. Which two considerations should an administrator remember about roll-up summary fields?

1. Roll-up summary fields are created on the master side of a master-detail relationship 2. Roll-up summary fields prevent the conversion of a master-detail relationship to a lookup

Cloud Kicks has organization-wide sharing defaults on the opportunity set to private. However, members of the finance team need to see closed won opportunities. The finance team members all have roles under the finance director, while the sales team members have roles under the sales manager. Which two options should the administrator use to meet these criteria?

1. Share with roles and subordinates of the finance director role 2. Create a criteria-based sharing rule where the won field = true

A user at Universal Containers wants to load records ia custom object named Location from a .csv file. While using Data Loader, they cannot find the Location object. What are two reasons this is happening?

1. The label of Location may have been changed 2. Location has a master-detail field to Account

An administrator at AW Computing is trying to track the login history for a specific user, The AW Computing org has 150,000 users and multi-factor authentication (MFA) is enabled and enforced for all users. In reviewing the Identity Verification History data, the administrator is unable to find any information for the mentioned user. The user used to log in regularly but has been inactive this quarter. Which two reasons explain why the user's data is missing from Identity Verification History?

1. The last 6 months worth of data is stored in the Identity Verification History 2. Up to 20,000 records of users' identity verification attempts are stored

AW Computing (AWC) has customers in multiple countries. AWC would like to set up advanced currency management for its system. Which two considerations should AWC be aware of prior to implementing this change to the existing system?

1. When a currency is added to an organization's list of supported currencies, it cannot be deleted 2. Historical trend reports will only use the last dated exchange rate

AW Computers has enabled the feature for Contact to multiple Accounts. A rep is trying to remove the primary Account from a Contact but is unable to do so. The administrator has already updated the page layout to no longer require an Account. What could be the issue?

A primary Account relationship is required on a Contact regardless of the page layout settings

AW Computing has a private sharing model for its accounts, but a sales rep occasionally needs assistance from an engineer. What feature should be used to grant the engineer access to the necessary account, while maintaining the company's data security?

Account Teams

A user accidentally created a duplicate opportunity and is unable to delete the duplicate record. What should an administrator do to troubleshoot this issue?

Advise the user to mark the duplicate opportunity Closed Lost and keep it In the system

The administrator at Cloud Kicks has been requested to provide access to the Leads object to a contractor. The contractor currently has a profile that has access to a project management app within Salesforce. The contractor should only have View access to all of the Lead records. How should the administrator handle this request?

Assign a permission set that has View All on Leads

The finance director at Cloud Kicks asks the administrator for an exception report that shows all B2C accounts that are missing the credit card number. The credit card number is a classic encrypted field. What action should the administrator take to meet this requirement?

Build a custom checkbox called 'Has Credit Card' that finance checks when a credit card is recorded and a tabular report filtered on the checkbox equal to false

Cloud Kicks (CK) has a backup team of employees that helps short-staffed departments. These users could be working with sales one day and service the next. CK is implementing new Lightning record pages for each department so that they view records in a way that makes sense for each department. How should the administrator ensure this Is configured correctly?

Configure one app per department and activate record pages for each app

An administrator created a new custom object. When trying to upload new records to the custom object using Data Loader, they are unable to see the new custom object in the list of available objects. What should the administrator do to resolve the issue?

Confirm the object is marked as deployed and not in development

DreamHouse Realty currently deals only with single-family homes but is expanding its business to include condos in large cities. There are some features and amenities that only apply to condos, such as the amount of a deposit and concierge services. How should an administrator configure the Opportunity object to ensure that only relevant fields are displayed on the record?

Create a Record Type for the type of property and custom page layouts for each

Cloud Kicks has Service and Sales Manager roles that need to be able to see all accounts. Currently, they each have their own custom profile. The organization-wide defaults are set to private and a sharing rule shares access to accounts to the Sales and Service teams based on criteria. What should the administrator do to allow the Service and Sales Manager to see all accounts?

Create a permission set with View All to Accounts and assign it to the Service and Sales Managers

An administrator has been asked to enable permissions for users on the account services team to be able to edit and change ownership of accounts owned by any of the team members. What should the administrator configure?

Create a sharing rule on the account object for all members of the account services role to have read/write access

Northern Trail Outfitters requires the sales user to input a use case before moving the opportunity stage to qualified. A consultant has Reviewed the business requirement and ran a report to check the state of data completion. When pulling a report for opportunities In the qualified stage or beyond, it appears that only 30% of records have a use case filed out with varying text strings. What should the administrator recommend?

Create a validation rule and add the Use Case field to the Stage Guidance In Path

Cloud Kicks maintains inventory in a legacy application. Management wants the information to also be available to view and report on directly in Salesforce. Which action should the administrator take to achieve this goal?

Create an external object that maps to the inventory application

Ursa Major Solar has a global customer base. Recent issues with customs have greatly delayed shipping to Canadian customers. While the country field is already on the page layout, the sales team wants Canadian customers highlighted as a potential challenge for fulfillment until the shipping issue is resolved. How should the administrator solve this issue?

Create an in-app guidance prompt for Canadian records

A new administrator at Cloud Kicks has reported that they are unable to use outbound change sets as requested. What permission should be reviewed to determine if it is missing from the administrator user or profile?

Create and Upload Change Sets

An administrator has a request to write a report listing accounts that have sales from this year and that have a completed activity in the last 30 days. What reporting feature should the administrator employ to provide only the list of accounts, without listing the details of the opportunities?

Cross-Filter

The Cloud Kicks online lead intake form was recently updated to allow for new choices on some older picklist fields. The leads are all being created properly in Salesforce, but reps are getting errors as they try to work the leads. What tool should the administrator use to evaluate what is causing the errors?

Debug Log

The administrator at Cloud Kicks (CK) is troubleshooting why users are missing expected Email alerts from an automated process. The Investigation shows that CK is hitting its daily limit. What should the administrator review to resolve the issue?

Email Logs

How should an administrator ensure the appropriate number of digits are entered into the custom encrypted field created to capture credit card numbers on the Opportunity object?

Enter the number of digits at the field level

When should an administrator consider using Person Accounts?

In a B2C business model and the consumer is the intended recipient of sales and marketing attention

An administrator at Universal Containers has been asked to configure product schedules. What should the administrator consider before enabling this feature?

Line Item Schedule is unavailable in Process Builder and Workflow

What should an administrator do to keep secure fields protected in email templates?

Use classic encrypted fields

Users at AW Computing use a custom object to manage orders. All profiles share a single page layout. Customer service and sales users express frustration overseeing actions that do not always apply to their situation on the page layout. What should an administrator recommend?

Use dynamic actions and conditional visibility to show the appropriate actions to the applicable users

The distributors at Cloud Kicks are eligible for support based on a specific service contract. How should the administrator show this in Salesforce?

Use entitlement management

DreamHouse Realty has a rental team and a real estate team. The two teams have different sales processes and capture different client Information on their opportunities. How should an administrator extend the opportunity object to meet the teams' different needs?

Use separate record types, page layouts, and sales processes for the Rental and Real Estate Teams

At Cloud Kicks, the distributor account information is sensitive information. The administrator needs to make sure this information is unavailable to testers in the full sandbox. What should the administrator recommend?

Use the data masking tool

An administrator at AW Computing noticed that a custom field on the Contact object was changed from text to text area. What tool should the administrator use to investigate this change?

View Setup Audit Trail

When should an administrator apply a permission set to a user or group of users versus configuring the user's profile with the necessary access?

When a user is part of a team with an assigned profile that covers the majority of their needs but requires more access than the rest of their team

Northern Trail Outfitters has many users set up as system administrators to perform Salesforce administration. Which two functions would a delegated administrator be able to perform in order to help the existing Salesforce administrator?

1. Set up users and password management 2. Manage custom objects and customize nearly every aspect

An administrator recently implemented multi-factor authentication (MFA) with B standard security level selected. They are receiving cases that users are unable to login. What should the administrator do to troubleshoot?

Check the session security level required at login on the user profile

Universal Containers' support team wants to use Salesforce Knowledge to allow customers and the support team to have access to the product documentation. There are many different types of documentation with usage across the globe. What feature should the administrator configure?

Define data categories and visibility

AW Computing wants to enable a backup resource to assign permissions while restricting the backup resource's ability to create modify permission sets. Which feature should be employed to accomplish this request?

Delegated Administrator

The sales department has asked to limit access to the Amount field on the Opportunity to only those users in the sales department and on the executive team. Northern Trail Outfitters uses six custom profiles Including Sale User, Marketing User, Call Center User Executive User, Sales Manager User, and Call Center Manager User. Field-level access is removed from three of the profiles In the sandbox. What action should an administrator take to make sure this change is in production?

Deploy a change set from the sandbox to production including the Amount field with all the custom profiles

An administrator is receiving cases that users are getting logged out of Salesforce without notice. What should the administrator do to address this issue?

Deselect disable session timeout warning popup

A sales rep at Ursa Major Solar was assigned to a role under their manager and is the record owner of several opportunities; however, the sales rep is missing from the manager's forecast. What should the administrator review to solve this issue?

Enable manager adjustments

At Cloud Kicks, users are able to run reports. However, when users try to export a report, they are taken to a login screen and prompted for additional verification. What is causing this issue?

Exporting is configured to require a high assurance session

At Ursa Major Solar, there is a custom object called Galaxy. The sales director wants users to only see certain fields when the Binary Cluster checkbox field is marked. What Lightning component will satisfy this requirement?

Fields Component

The administrator at AW Computing implements multi-factor authentication using the Salesforce Authenticator app downloaded on company-provided iPhones. A sales rep breaks their phone and needs to update an opportunity record. How should the administrator grant access for the sales rep?

Generate a temporary identity verification code for the rep

An administrator is informed that an employee has just resigned and needs all access removed immediately. This user is the owner of 4,000 records and the sole recipient of 57 email alerts. Management will need at least a month to find a replacement. The email administrator has already revoked their email access. What action should be taken to ensure the user's access is immediately revoked?

Go into the user record and freeze the user

Northern Trail Outfitters (NTO) has a private sharing model for records containing a customer's credit information. These records should be visible to a sales rep's manager but hidden from their colleagues. How should an administrator adjust NTO's sharing model to ensure the correct amount of confidentiality?

Grant access using hierarchies via the sharing settings

Cloud Kicks (CK) has deployed several new custom apps that use Lightning Web Components. The administrator is now concerned that they may need to make some adjustments to CK's org to make it more secure. Which tool should the administrator use to expose possible security risks within a Lightning Web Component?

Health Check

On the planet custom object, Ursa Major Solar's sales director wants only certain action buttons to appear depending on a given planet is defined as gaseous. Which Lightning component should the administrator define dynamic action buttons?

Highlights Panel

AW Computing is running a special bundle deal on monitors and keyboards. Normally, discounts need VP approval, but this special bundle is pre-approved. What should the administrator recommend for these requirements?

Implement CPQ

Support staff at Cloud Kicks work on multiple accounts and opportunities at the same time. Currently, they are switching between browser tabs, which is tedious and confusing. Support managers put in a request for a better agent experience. What should an administrator recommend?

Implement Service Console

Cloud Kicks has a very large Knowledge base in Salesforce. Service reps are having a hard time finding the most relevant articles because there are too many search results. What should the administrator do to help service reps quickly narrow down the number of articles?

Implement and configure Data Categories

Cloud Kicks has received feedback that customers are frustrated with the amount of time it takes to reach a support agent by area of expertise according to product information after a new case has been submitted. Which feature should the administrator configure in order to improve the case management process?

Omni-Channel

An administrator is creating a custom opportunity record page for sales users for new logo opportunities. They need to control what fields display on the record when a sales user is viewing the opportunity. Where should the administrator edit what fields display in the details of the record page?

Page Layout

The administrator at Ursa Major Solar has set up IT Policies for all user passwords to be a minimum length of 8 characters and have an expiration period of 90 days. The security team recently decided that administrators of any system should have a 15-character minimum password with a 30-day expiration period. Where should the administrator make this change?

Password Policies on the System Administrator profile

Ursa Major Solar has a junction object that connects bots with solar panels. The administrator needs users to be able to see all the solar panels that a bot is related to. Users already have access to the bot and the junction object, but not the solar panel object. What access does the user need to be able to see the solar panel records?

Read permission is required on both master records

A sales user is assigned to a permission set group that gives them Modify All access to Accounts. An administrator assigns the same user to a muting permission set that mutes Delete access on Accounts. What level of access will the sales user have on the Account object?

Read, Create, and Edit

Users at Northern Trail Outfitters have a lot of fields on their new account records because they track their accounts and competitors on the account object. For accounts created for customers, they need access to different fields than the accounts used to track competitors. For partner accounts, they need different values in the industry field. What should the administrator use to resolve the issues?

Record Types

A sales manager at AW Computing has created a contact record but is missing some of the information to complete the record. The organization-wide default for Accounts is set to Public Read Only, and Contacts are controlled by parent. Who will be able to edit this new contact record?

Sales Manager and System Administrator

The security department at AW Computing wants to prevent users from exporting more data than they need. Included in this request is limiting records containing sensitive information, such as bank accounts and Personal Identifiable Information (PII). Which feature should an administrator recommend to help limit what data Is exported?

Salesforce Shield

AW Computing is conducting an audit and wants to understand how many objects have been shared as public externally. Which tool should the administrator use to quickly obtain this detail?

Security Health Check

DreamHouse Realty manages its accounts and contacts in Salesforce using a B2C account model. The business has requested that third-party loan advisors be tracked in Salesforce along with the customers they work with. How should the administrator track third-party financial advisors and the customers they work with?

Set up Contacts to Multiple Accounts for loan advisors

Cloud Kicks has a custom object called Membership details that records Information for their memberships. Depending on the membership level, different data needs to be displayed, 1.When the running user has the Marketing profile, all data should be visible. 2.When the running user has the Support profile, only the Support preference fields should be visible. 3.Both Marketing and Support users should be able to report on all data. How should the administrator deliver this solution?

Set up Dynamic Forms to conditionally show data

The administrator at AW Computing has been asked to review whether any users are making configuration changes directly in production. Which item should the administrator review to find these details?

Setup Audit Trail

The sales manager at Cloud Kicks (CK) wants to make sure the accounts that CK serves are happy. One way they track this is by how many open cases an account has with CK. The sales manager asks CK's administrator to build a report to show accounts with open cases. What report type would this be?

Summary Report

Users at Ursa Major Solar want to create complex dashboards with supporting charts based on data to come from a variety of sources, some of which live on the internal company shared drives. Which product should the administrator recommend to meet the users' needs?

Tableau CRM

An administrator has a request to create a Next Steps field for users to document what they need to do next on a lead. The field should allow users to format the text and be mapped to an opportunity when converted. What type of field will satisfy these requirements?

Text Area (Rich)

Cloud Kicks (CK) completed a project in a sandbox environment and wants to migrate the changes to production. CK split the deployment into two distinct change sets. Change set 1 has new custom objects and fields. Change set 2 has updated profiles and automation. What should the administrator consider before deploying the change sets?

The Field-Level Security will not be deployed with the profiles in change set 2

A sales rep at Ursa Major Solar realized that the wrong price book was selected for an opportunity. How can the sales rep change the price book on the opportunity?

The change can be made through the desktop site

A user is getting an error when attempting to merge two accounts. The administrator checks the profile to see the user has read/write permission on accounts and is the owner of both records. What is preventing the user from completing the merge?

The delete permission is missing on the user for accounts

A user started to work remotely. They are having an issue logging in. What could be the issue?

The user is not in the IP range for their profile

An administrator needs a business process automated, but only for certain users and profiles. The administrator will need to frequently update which users and profiles will use the process. After evaluating the declarative options, it was determined that this functionality must be done via an Apex trigger. What software requirement should the administrator request so that process execution can be declaratively controlled?

Use a custom permission set that is assigned to the user

AW Computing created new multi-tier service plans. The primary difference between the packages is the length of the term. The company wants to capture start and end dates for each service plan sold, which can differ from the contract dates of the subscription. How should an administrator ensure the data is captured properly?

Configure formula fields to reflect the close date of the opportunity

Ursa Major Solar customer records have a lot of fields and Lightning components to give users a variety of information and available functions. Recently, users have noted that their pages take a long time to load and it's starting to negatively impact their experience. What should the administrator do to help diagnose where improvements can be made?

Click Analyze from the Lightning App Builder toolbar

The sales VP noticed several sales reps generating a contract too early in the sales stage. To help correct this behavior, the VP has requested the Create Contract button only be available when the opportunity reaches the negotiation stage. How should the administrator meet this requirement?

Configure dynamic action