Salesforce

***From Salesforce Ben***

***From Salesforce Ben***

**End of Salesforce questions**

**End of Salesforce questions**

How many objects may be imported or updated using the data loader?

1

List the four ways to control access to records.

1. *Org-wide defaults* - specify the default level of access users have to each other's records. 2. *Role hierarchies* - ensure managers have access to the same records as their subordinates. Each role in the hierarchy represents a level of data access that a user or group of users needs. 3. *Sharing rules* - are automatic exceptions to org-wide defaults for particular groups of users, to give them access to records they don't own or can't normally see. 4. *Manual sharing* - lets record owners give read and edit permissions to users who might not have access to the record any other way.

You build a suggestion management app that allows employees to submit suggestions and track their status using these steps.

1. Create the app definition and a data model for the application. This simple application requires only one custom object. 2. Modify the user interface on the browser and on the Salesforce mobile app using page layouts, compact layouts, and global actions. 3. Automate calculations, data quality, and database updates to improve the user experience using formulas, validation rules, and a process builder. 4. Define reports, charts, and dashboards to track the status of suggestions and analyze how well the company manages suggestions.

So from what we've seen, the optimal way to configure object permissions for the Recruiting app is like this...

1. Create two profiles: Recruiters and Standard Employees. 2. Create two permission sets: Hiring Managers and Interviewers. 3. Assign the Standard Employee profile to hiring managers and interviewers, and then grant the appropriate permission set for their function.

What is the maximum number of Components available on a Dashboard?

20

What is a Junction Object?

A Many-to-Many relationship created with two lookup master-detail relationship

What is true about dynamic dashboards:

A dynamic dashboard will show data according to the user's security settings

What is a schema definition?

A human-readable file that External Services consumes to generate Apex actions.

What is a roll-up summary field?

A roll-up summary field is a custom field that aggregates child record information into the parent record

Which of these objects can you map a field to on lead conversion?

Account Contacts Opportunities

All of the following objects may have a queue EXCEPT Cases Leads Custom Objects Accounts

Accounts

To track revenue gain or loss based on currency fluctuations, you must implement what feature?

Advanced Currency Management

Describe the high-level flow of an external service.

An external services provider, such as a bank, shares its REST-based API schema specification. (If you don't know what REST is, that's OK.) Think of this specification as a type of technical contract. Based on the specification, a developer (or maybe even you) creates a schema definition that describes the API. A Salesforce administrator declaratively creates a named credential to authenticate to the service's endpoint using the URL provided by the external service provider. The endpoint is simply what exposes the web services resources that External Services needs to interact with. A Salesforce administrator declaratively registers the service and uses both the named credential and schema definition during the registration process. External Services automatically imports the definitions into your org and generates Apex actions, which are available immediately in Lightning Flow. A Salesforce administrator declaratively creates a flow using the External Services-generated Apex actions. Users run the flow. During runtime, External Services sends a callout to the service's endpoint. The service returns output based on the schema definition. Data is retrieved, created, updated, or deleted.

In order to update the opportunity's approval status when a manager responds, we need...

Approval actions (Field Update)

In order to request approval from managers when an opportunity discount is more than 40%, we need...

Approval process (Opportunity)

Here's a scenario: Route an employee's time-off request to a manager for approval. How do you make this happen?

Approvals

Wait. What's an Approval Process?

Approvals isn't included in Lightning Flow, but it offers a declarative way to automate something that Lightning Flow doesn't cover. That said, Lightning Flow does support automating how a record gets submitted for approval.

Your manager has asked you to setup automation so that when a customer submits a case via Email to Case, they recieve their assigned case number. What feature will meet this requirement?

Auto-Response Rule

The Sales Director wants to be alerted to deals that are greater than $1,000,000. Which tool should you use to achieve this?

Big Deal Alerts Workflow - Create a workflow to send an email if an Opportunity amount is great than 1,000,000

A customer service manager would like to automatically assign cases to the most appropriate agent to handle the request. What feature could be used:

Case Assignment Rules

What are the different types of Sharing Rules? (Select 4)

Case Sharing Rules Lead Sharing Rules Account Sharing Rules Custom Object Sharing Rules

Data loss can occur when changing fields from the following types (Select 3)

Changing from a multi-select picklist to any other type Changing from a checkbox to any other type of field To a Number field from any other type of field

A sales rep would like to collaborate with a client on Chatter. What license type would you recommend to achieve this?

Chatter External

You want to give a profile access to a custom object. What would be the best way to do this?

Clone a standard profile and grant additional access

Which of the following are standard Salesforce Objects?

Contract, Opportunity Product, and Pricebook

A sales manager at SFB Industries would like to import leads from a recent event. To ensure efficiency, she would like these to be automatically assigned to the relevant sales rep based on the state field. How can you set this up?

Create a lead assignment rule

A new triage team is being brought onto Salesforce and needs to have separate case statuses. How can this requirement be met?

Create a new Support Process

SFB Industries have two distinct teams for selling products and services. Each team has a different sales process, and collects different information during the sale. What features in Salesforce will best cope with this situation?

Create a sales process, page layout, and record type for each team

A sales manager would like to view a dashboard from the perspective of different users and switch between users without editing the dashboard, how would an administrator enable this? (Select 2)

Create the dashboard as a dynamic dashboard Grant the sales manager the "View my Teams Dashboard" permission

What type of customizations can be done to activities? (Select 3)

Custom Fields Validation rules Workflow rules

Which of the following fields CANNOT be a controlling field for Dependent Picklists?

Custom Multi-Select Picklist

In order to track each opportunity's approval status, we need...

Custom field (Opportunity)

In order to track each opportunity's discount percent, we need...

Custom field (Opportunity)

Which statements about custom summary formulas in reports is true? (Select 2)

Custom summary formulas can be used in a report built from a custom report type Custom summary formulas can be used in a report built from a custom report type

What should a system administrator consider before importing a set of records into Salesforce? (Select 2)

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

Once you have a schema definition, what prerequisites do you need to complete before you register an external service?

Define a named credential and authorize endpoint access.

In order to notify managers when an opportunity discount needs approval, we need...

Email template

Which of these is not a Salesforce feature?

Email to Lead

What can be synced to and from your email client using Lightning Sync? (Select 2)

Events and contacts

Define the key components used to create a process.

Every process consists of a trigger, at least one criteria node, and at least one action. You can configure immediate actions or schedule actions to be executed at a specific time.

Explain what an external service is.

External Services is a feature within Salesforce that leverages declarative tools to connect to an external endpoint, such as a credit service provider, and bring its logic into Salesforce. With External Services, you use declarative tools to import Swagger or Interagent-based API definitions right into Salesforce using a schema. Once you import the definitions, you can create a flow based on the Apex classes generated from your External Services registration...

A tab is automatically created when you create a custom object.

FALSE

You can restrict a profiles view to a certain field by using which feature?

Field Level Security

Which of these actions can be triggered from a Workflow?

Field Update, New Task, Email Sent, Outbound Message

How do you view and edit field-level security settings?

Field settings can be applied either by modifying profiles or permission sets or from the Field Accessibility menu in Setup.

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

Flow

A _______________________ is a point-and-click tool for building flows.

Flow Builder

Here's a scenario: A sales rep clicks a button on an opportunity, which launches a discount calculator. How do you make this happen?

Flow Builder

Here's a scenario: When an account is updated, update all of the contacts related to that account. How do you make this happen?

Flow Builder

Use _____________________________ to... Automate a guided visual experience. Add more functionality for a behind-the-scenes process than is available in Process Builder. Start a behind-the-scenes business process when a user clicks something, like a button.

Flow Builder Use Flow Builder to build the more complex functionality, then call the resulting flow from the process.

Describe a business process that can be automated using an approval process.

For example, when an employee creates a time-off request, have Salesforce automatically send an approval request to the employee's manager.

Your manager has instructed you that a user has been terminated from your company and therefore their access to Salesforce needs to be cut. Because of their seniority, their user has a lot of dependencies in the system. Which feature would best cope with this scenario?

Freeze their user record

Gauge and Metric Dashboard component types are based on what from a report?

Grand Total

Why should you consider using the Import Wizard over the Data Loader?

If you require some De-Duplication

Which feature allows users to quickly edit fields on the record detail page?

Inline Editing

What can you do after you register an external service?

Invoke methods based on the external source via a flow.

What are two ways leads can be captured with Salesforce? (Select 2)

Lead Import Lead Import

The product that encompasses building, managing, and running flows and processes is called what?

Lightning Flow

Your manager has asked you to look into if Invocing & Accounting can be carried out inside of Salesforce. How can you meet this requirement?

Look at the AppExchange

Which of these features can be utilised on a page layout? (Select 3)

Make a field required Make a field visible Make a field read-only

Identify use cases for external services.

Make your new Salesforce org users automatic collaborators for external, org-related applications. Maybe you want users to have access to a payroll information app so that they can look up their own timesheet and pay data. You can register an external service and create a flow with triggers that takes inputs such as user ID. When you create a user, the triggers fire and add the user as a collaborator who has access to the payroll app. Connect to a credit service that determines if credit is extended to an account in your org. You can register your external service and create a flow that includes inputs like order amount and credit terms. When the flow runs, it updates the credit terms for the order associated with the account.

What permissions are needed to import leads and contacts to a Campaign?

Marketing user checkbox & profile

At a high level, which of the following is true about External Services?

Much of the work connect to creating an external service can be completed decoratively.

Can you use standard reports when creating Dashboards?

Nay, you cannot use standard reports.

True or False: Hiring managers need read access on candidate records on which they're the hiring manager.

No. Again, it's too hard to predict which positions will be assigned to which hiring manager.

True or False: Interviewers need read access on the candidate and job application records for people they're interviewing.

No. As we discussed previously, it's hard to predict who will be a member of an interview team for a particular position.

True or False: Hiring managers need read and update access on position and job posting records on which they're the hiring manager.

No. It's too hard to predict which positions will be assigned to which hiring manager. We'll need to handle this use case some other way.

Which of these is a good use case for External Services? Connect to a time management app that your employees need to sue Obtain information from a background check agency about potential candidates you track in Salesforce. Connect to a credit reporting agency to create data about your customers.

Obtain information from a background check agency about potential candidates you track in Salesforce. Connect to a credit reporting agency to create data about your customers.

A sales manager at SFB Industries would like sales reps to generate PDF quotes out of Salesforce. What can be used to accomplish this?

Opportunities, Quotes, Products & Pricebooks

What might cause your schema to fail?

Output from response codes contains complex objects.

A Customer Success manager from SFB Industries would like an onboarding case to be created once an Opportunity closes. Which automation feature would best suit this requirement?

Process Builder

Here's a scenario: Create a task when a platform event occurs. How do you make this happen?

Process Builder

Here's a scenario: Update a lead record in Salesforce after a certain amount of time passes, or when a specified time is reached. How do you make this happen?

Process Builder

Here's a scenario: When an opportunity stage is updated, also update a custom checkbox field. How do you make this happen?

Process Builder

If a deal is over $100,000 and reaches stage 4 in the sales process, the CEO of SFB Industries would like to be alerted via Chatter. Which automation feature would best suit this requirement?

Process Builder

Use ________________________ when you need to start a behind-the-scenes business process automatically.

Process Builder

Here's a scenario: When an opportunity closes, automatically create a renewal opportunity. How do you make this happen?

Process Builder and Flow Builder

If the Org Wide Default is Public Read/Write, what feature in Salesforce is needed to restrict access to that object?

Profile

What should a system administrator use to disable access to a custom application for a group of users?

Profiles

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

Public Group For example, users with the Recruiter profile as well as users in the SW Dev Manager role both review job applications, so it's important to use the appropriate public group.

A user has locked themselves out of their account in Salesforce and need immediate access. How can you support them? (Select 2)

Reset their password on their user record Unlock their account on their user record

A system administrator needs to restrict users ability to view a dashboard. How can this be accomplished?

Restrict the access to the folder that the dashboard is located

Which Salesforce feature allows you to manage files such as Microsoft Powerpoint, video files, and web pages?

Salesforce CRM Content

A high value customer of SFB Industries has asked for a way for them to view all open cases and add comments. What Salesforce feature would enable this?

Salesforce Community

What Salesforce tool can support your clients, partners and internal agents with information to solve complex problems?

Salesforce Knowledge

Which of the following are elements of a good schema?

Schema has less than 100,000 characters and the parameters have names.

When creating a schema, we must ensure that:

Schemas include up to 100,000 characters but no more. Reserved names are not used. Only supported Methods are included. Properties include values. Parameters have names. Response code output doesn't contain complex objects.

List reasons to limit access to specific fields.

Some fields may be sensitive, such as a candidates' SSN.

Which profiles listed is a standard Profile? (Select 3)

Standard User Marketing User Contract Manager

An Approval Process begins when a record is.

Submitted for Approval

The Sales Manager of Acme Shoes would like to get a report of opportunities grouped by sales stage. What kind of report meet this requirement:

Summary

An Acme Shoes Marketing manager would like to generate a list of contacts for a mailing list. What type of report would be the most appropriate to use:

Tabular

What type of report cannot be used to run a dashboard report?

Tabular

Which of the following is true about the Apex actions generated by External Services? They can be mapped to the flow you created before registering your service. They can be mapped directly to the schema definition and are visible in the wizard. They are available only within the wizard to protect service security. They become obsolete once you run the wizard along with a flow.

They can be mapped directly to the schema definition and are visible in the wizard.

A users security token will be refreshed every time their password is changed.

True

Fields which are hidden using Field-Level-Security are still subject to Validation Rules?

True

True or False: field-level security page is the only way to make absolutely sure that a user can't access a particular field.

True

What's the difference between page layouts and field-level security?

Unlike page layouts, which only control the visibility of fields on detail and edit pages, field-level security controls the visibility of fields in any part of the app, including related lists, list views, reports, and search results.

When are Data validation Rules Enforced?

Upon saving a record

What is a Bucket Field?

Used in reports to categorise and group report values Bucket fields enable the segmentation of report data on the fly, by defining a set of buckets to sort and group records. For example, suppose you have 30 industry verticals in your organization. You could define 5 bucket fields, each containing 6 industries, to group verticals together to make reports and dashboard graphics more manageable.

Where can you make a field required? (Select 3)

Validation Rules Field Edit page Page Layouts

What should a system administrator consider before importing a set of records into Salesforce?

Validation rules are not triggered when importing data using the import wizard Data should of de-duplicated in the import file prior to import The import file should include a record owner for each record

What are the ways leads can be captured with Salesforce? (Choose two answers)

Web to Lead or Lead Import

When are workflow rules evaluated?

When a record is created or updated

In which scenarios will the sharing button appear? When the sharing model for the object is private When the sharing model for the object is private or public read only When the sharing model for the object is public read/write

When the sharing model for the object is private or public read only

If an agent determines that an issue on a Case is due to a bug, they would like to alert their backend platform and create a record on that system. Which automation feature would best suit this requirement?

Workflow Rule - Outbound Message

Is it possible to share a custom object record manually?

Yes

An Administrator has created two picklist fields, Car Manufacturer and Model. Is it possible to relate the fields so that the choice selected from the Manufacturer picklist changed the choices in the Model picklist?

Yes, the Manufacturer is the controlling picklist and the Model is the dependant picklist

True or False: Recruiters need read and update access on every position, candidate, job application, and review record that exists in the app.

Yes. As we discussed previously, it's easy to pick out the group of recruiters in our role hierarchy.

True or False: Hiring managers need read and update access on every job application and review record.

Yes. Since we're not restricting which job applications and reviews a hiring manager gets to read and update, we can easily pick out all of the hiring managers from our role hierarchy and define a sharing rule for them.

How do you delete a user in Salesforce?

You cannot delete a Salesforce User

Process Builder is a point-and-click tool that lets you easily automate ___________________ business processes and see a graphical representation of your process as you build.

if/then

A ______________________________ provided by the external service provider specifies the URL of a callout endpoint and its required authentication parameters.

named credential

While formula fields calculate values using fields within a single record, _________________________ fields calculate values from a set of related records, such as those in a related list. These will automatically display a value on a master record based on the values of records in a detail record.

roll-up summary

Processes can start when a record is created, __________________, or when a platform event occurs.

updated