Universal Containers has set the organization-wide default settings for accounts to private. Amy and Bob are on separate sales teams but are assigned to the same role in the hierarchy. Amy is a member of the "Sales West" public group and needs access to all accounts owned by Bob, a member of the "Sales East" public group. How would Amy obtain access to only Bob's accounts?
RampUp ADX201

Quiz
•
Professional Development
•
1st Grade
•
Hard
Maria Teijeiro
Used 1+ times
FREE Resource
20 questions
Show all answers
1.
MULTIPLE CHOICE QUESTION
1 min • 1 pt
Add Amy to the "Sales East" public group.
Create a sharing rule between the "Sales West" and "Sales East" public groups.
Add Amy to the role above Bob in the role hierarchy.
Add Amy to Bob's default account team.
2.
MULTIPLE SELECT QUESTION
1 min • 1 pt
A system administrator has gotten a request from the Accounts Payable team for new fields to capture additional details on customer contracts. There are several standard fields on the contract object already that be could possibly be used instead of creating new fields. What customization options are available for those standard fields? (Choose two answers.)
Delete standard fields
Change the field type of standard fields
Remove non-required standard fields from a page layout
Rename standard field labels in the user interface
3.
MULTIPLE SELECT QUESTION
1 min • 1 pt
A system administrator at Universal Containers incorrectly imported a set of lead records from a .csv file they received from the Marketing Manager. They need to remove some of the records from Salesforce quickly before users begin to work with the incorrect records. Which tool should the administrator use to complete the task? (Choose two answers.)
Salesforce roll-back
Data loader
Mass Delete
Import Wizard
4.
MULTIPLE CHOICE QUESTION
1 min • 1 pt
The Marketing team at Universal Containers is responsible for creating new leads and distributing them to different regional sales groups for qualification.
How can a system administrator automate this process?
Create a queue for the marketing team and a flow to notify the team each time a lead is assigned to the queue.
Create a queue for each regional group and a lead assignment rule to route leads to the queues.
Create a default sales team for each regional group and a lead assignment rule to route leads to the default sales team.
Create a queue for each regional group and a validation rule to enforce that the leads are assigned to the correct group.
5.
MULTIPLE SELECT QUESTION
1 min • 1 pt
What does the report type determine when a new report is created? (Choose two answers.)
The objects included in the report
Whether the report can be displayed in a dashboard
The default columns in the report
Whether the report can contain a chart
6.
MULTIPLE CHOICE QUESTION
1 min • 1 pt
Universal Finance has segmented its customer base into two categories: High Wealth and Retirement. High Wealth accounts should be visible to the High Wealth sales team members only. Retirement accounts should be visible to all sales users.
How can a system administrator accomplish this?
Create a new profile for Retirement sales team members and remove read access to High Wealth account records.
Set the organization-wide default sharing to private and create sharing rules to share High Wealth accounts with the High Wealth team members public group and Retirement accounts with all sales users.
Create a new record type for the High Wealth accounts and share the record type with High Wealth sales team members.
Set the organization-wide default sharing to public read-only and create a sharing rule to limit access to High Wealth accounts.
7.
MULTIPLE SELECT QUESTION
1 min • 1 pt
An administrator needs to prevent users from exporting reports. Which tools could the admin use to accomplish this request? (Choose two answers.)
User Record
Permission Set
Profile
Muting Permission Set in Group
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