Trailhead admin exam prep 1

Ursa Major Solar has a private sharing model on opportunities. Leadership has asked the administrator to create a new custom object that will track customer payment information and will link to the opportunity. Only those users with access to the opportunity should be able to see the records on the new object. What should the administrator create to achieve this goal?

A master-detail relationship with profile permissions

Ursa Major Solar (UMS) is using the workflow field update. Which two actions can UMS complete with this feature? Choose 2 options.

Apply a specific value to a field. Modify the record type of a record

A user's profile can be controlled by which three settings?

Assigned apps Security at the field-level Record type assignment

Ursa Major Solar has the following environment and requirements: A new custom object named Regulations__c is a child of the account object. All users need the ability to view Regulations__c when viewing accounts with the sales account page layout. How should an administrator provide access to Regulations__c on the sales account page layout?

By adding a new related list for Regulations__c to the sales account page layout

Ursa Major Solar needs to transfer records from one user to another user during a mass transfer of account records. Which two record types can be used for this transfer? Choose 2 options.

Closed cases Open cases

Universal Containers wants the sales team to access information about Closed Won Opportunities with a common competitor for all pending big deals. Which features should the System Administrator implement?

Competitors and Similar Opportunities

Which two objects can be related to Campaign Members?

Contacts, Leads

How should the System Administrator implement biweekly notifications for Sales Reps that include Opportunities that need attention based on the Opportunity Owner's last login, past due Opportunities, and all Opportunities that have not been updated in the last 30 days?

Create Opportunity Update Reminders.

Ursa Major is onboarding 15 new employees in three weeks. The administrator needs to create user records in Salesforce without activating them. Which two methods allow the administrator to achieve this goal? Choose 2 options.

Create a .csv file ensuring that IsActive = False, and use the data loader to insert. With a properly formatted csv file, Data Loader can be used to create multiple users. Include the IsActive = false to create the users in an inactive status.

Ursa Major Solar recently acquired a company whose sales team has a unique sales process, with stages that are different from the current setup of stages in Salesforce. The Chief Technology Officer (CTO) has decided that the new sales team should NOT change their process at all. What should the administrator do to incorporate the new sales team's process?

Create new values for the opportunity stage field; create a new sales process assigned to a custom record type for the new sales team.

What is the maximum number of components that can be added to a single Dashboard?

Each dashboard can have up to 20 components

A sales manager recently left Universal Containers and the Salesforce administrator has received the urgent request to deactivate their username. Because the sales manager was part of several approval processes, it is taking longer than expected. What should the Salesforce administrator do?

Freeze the User record. If we are unable to deactivate a user immediately because of account configuration with approval processes, etc., the admin should freeze the user account. This will prevent the user from logging into the organization as the admin takes the necessary steps to deactivate them.

What is a benefit of using a Lookup Filter instead of a Validation Rule?

Improves user efficiency when selecting a related record

Sales representatives at Ursa Major Solar are working on opportunities and need to see how their colleagues have effectively managed other opportunities with comparable products, competing against the same competitors. Which two features should an administrator use to allow for this? Choose 2 options.

Opportunity Dashboard Chatter groups

How should a Chatter user send a message to another Chatter user that cannot be viewed by anyone else?

Post a Private Message to the recipient.

The managers at Ursa Major Solar asked the administrator to quickly provide access to sales reports and dashboards. How can this be done?

Search the AppExchange for free adoption report apps.

Universal Containers uses an Auto-numbering system to uniquely identify each support request. They want customers to know this number as soon as possible. Which two features should the System Administrator implement to allow customers have quick access to this information?

Self-service Portal Auto-response Rules

Which report should a System Administrator use to display the number of Contacts related to an Account?

Summary report with a report formula

Which two changes are tracked in the Setup Audit Trail?

The Setup Audit Trail tracks password resets, and the use of Data Import Wizard

A System Administrator cannot share a report folder. What is a possible reason?

The folder is private. If the folder is private, it cannot be shared.

Ursa Major Solar's administrator created a new account record type, but when marketing users are creating new account records, they are unable to choose the new record type. What are two potential causes of this issue?

The record type is deactivated. The record type is disabled on the marketing user profile.

A Delegated Administrator at Universal Containers cannot edit the Created Date field for the Account record. What reason should the System Administrator give for why this is occurring?

This is a System Audit field and it is Read-Only for existing records.

Ursa Major Solar has a million new Account records to upload into Salesforce. What is the recommended method for uploading this data?

Utilize the Data Loader.

Universal Containers created aTime-Based Workflow rule that sends a follow-up email to the customer two days after a Case is closed. The System Administrator wants to verify that the workflow functions correctly. Which queue should the System Administrator view to monitor pending Workflow Actions?

Time-Based Workflow Queue

Universal Containers has a team of Account Managers that requested email alerts any time an Opportunity or Case is created on Accounts that they own. What is the minimum number of workflows needed to accomplish this task?

Two workflow rules with one email alert each

Recently, one of Ursa Major Solar's (UMS) competitors lost critical data after a powerful hurricane caused multiple power outages. UMS needs to ensure that its Salesforce data is backed up and protected from such an event. Which two statements are true regarding this goal? Choose 2 options.

UMS can use Salesforce's weekly or monthly backup service, which is provided via a zip file. UMS can download an app from the AppExchange

Ursa Major Solar is setting up case assignment rules. What are two places where the cases can be assigned? Choose 2 options.

User Queue

What two valid assignee options should an administrator use to configure case assignment rules?

User and queue can be assigned to a case, Correct. User and queue can be assigned to a case

A System Administrator created a workflow rule that sends email alerts when a Case with a high priority is created. A new Support Engineer who works remotely at Universal Containers complains about not receiving the email alerts. All other users at Universal Containers receive these email alerts. How can a Salesforce Administrator troubleshoot this issue?

Verify the user's email address.

Ursa Major Solar needs a case to be automatically created. Which three features can an administrator use to accomplish this goal? Choose 3 options.

Web-to-case Process Builder Email-to-case