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WorksheetsSalesforce Admin Certification - SP21 - Set # 1
Total questions: 47
Worksheet time: 2hrs 12mins
Solar components and systems supplier, Ursa Major Solar wants to ensure that the information is up to date on their Company Information page in Salesforce.
Which set of information can an administrator specify in the Company Information page?
BUSINESS HOURS, TRANSLATION SETTINGS, CORPORATE CURRENCY
ORGANIZATION NAME, DEFAULT TIME ZONE, DEFAULT LANGUAGE
PRIMARY CONTACT, CHATTER SETTINGS, SET DOMAINS
FISCAL YEAR, PASSWORD POLICIES, DEFAULT TIME ZONE
Ursa Major Solar wants to ensure that all of its locale settings are up to date and consistent in the Salesforce system. The administrator is going through the process of making updates and configuring parameters for this information.
Which two sets of parameters are configured using Locale settings? (Choose two answers.)
BUSINESS HOURS AND HOLIDAYS
TIME AND NUMBER DISPLAY FORMAT
FIRST/LAST NAME AND DATE FORMAT
PHONE NUMBER AND CURRENCY FORMAT
The VP of sales has changed the naming convention for opportunities to make it more uniform across the company. The sales manager wants to update multiple opportunity names for his sales team in Europe using his “Team Europe” list view in Salesforce.
Which user interface settings should be used to allow users, with all required profile permissions, to edit records in List Views? (Choose two answers.)
ENABLE INLINE EDITING
ENABLE ENHANCED LISTS
ENABLE ENHANCED PAGE LAYOUT EDITOR
ENABLE ENHANCED PROFILE LIST VIEWS
A new hire at Ursa Major Solar has joined the customer service team to interact with customers and handle cases. This user needs access to the Service Console to manage the cases and customer information.
What should an administrator do to assign a Service Cloud user license to a new user?
ENABLE SERVICE CLOUD USER ON THE USER RECORD DETAIL PAGE.
CLONE THE SAMPLE CONSOLE AND ASSIGN IT TO THE USER.
CREATE A NEW PERMISSION SET LICENSE AGREEMENT.
ENABLE SERVICE CONSOLE IN SUPPORT SETTINGS.
Ursa Major Solar, a medium-sized, Southwest-based supplier of solar components and systems, is growing internationally. An administrator receives details of a new hire in the Tokyo office, who requires access to the Salesforce organization.
Which two requirements should the administrator consider when creating a new user in a production Salesforce org?
USERNAMES MUST BE UNIQUE ACROSS ALL PRODUCTION SALESFORCE ORGS.
USERNAMES MUST BE IN THE FORM OF AN EMAIL ADDRESS.
USERNAMES MUST BE THE SAME AS THE USER’S EMAIL ADDRESS.
USERNAMES MUST INCLUDE THE COMPANY’S EMAIL DOMAIN
A new employee is trying to login to Salesforce, but is having trouble. He reaches out to you the Salesforce Admin for help.
What should the administrator do first to troubleshoot login error messages?
CHECK THE USER’S LOGIN HISTORY RELATED LIST ON THE USER RECORD.
REVIEW ENTRIES IN THE SETUP AUDIT TRAIL
LOG IN AS THE USER TO VIEW THE ERROR MESSAGE.
SEARCH THE DEBUG LOG FOR THE ERROR MESSAGE.
The administrator is notified that one of Ursa Major Solar’s employees is going on leave for a few weeks. Ursa Major Solar does not want the employee logging in to Salesforce while on leave.
What should the administrator do to temporarily prevent a User from logging into Salesforce?
RESET THE USER’S PASSWORD.
FREEZE THE USER’S ACCOUNT.
CHANGE THE USER’S LOGIN HOURS.
DELETE THE USER’S ACCOUNT
The administrator is asked to deactivate the Salesforce user account for an employee who has recently left the company.
When a user account is deactivated, what happens to the associated license?
THE LICENSE BECOMES AVAILABLE FOR REASSIGNMENT.
THE LICENSE IS DELETED.
THE LICENSE IS REMOVED FROM THE BILLABLE LICENSES FOR THE ORGANIZATION
THE LICENSE IS AUTOMATICALLY ASSIGNED TO ANOTHER USER.
The Executive Team at Ursa Major Solar is exploring ways to increase protection of the organization’s Salesforce data from unauthorized access. It has been proposed to leverage the Trusted IP Ranges feature.
What is a benefit of entering Trusted IP Ranges in the Network Access section?
USERS WHO LOG IN WITHIN THE NETWORK ARE NOT REQUIRED TO VERIFY THEIR IDENTITY.
ALL ATTEMPTS TO LOG IN FROM OUTSIDE THE NETWORK ARE DENIED.
USERS ARE UNABLE TO LOG IN THROUGH THE API ON NETWORKS NOT MARKED AS TRUSTED.
APPEXCHANGE PACKAGES CAN COMMUNICATE WITH AN EXTERNAL SITE.
The Executive Team at Ursa Major Solar is exploring ways to increase protection of the organization’s Salesforce data from unauthorized access. It has been proposed to leverage the Trusted IP Ranges feature.
What is a benefit of entering Trusted IP Ranges in the Network Access section?
INDIVIDUAL USER RECORDS
PERMISSION SETS ASSIGNED TO THE USERS
PROFILES ASSIGNED TO THE USER
ROLES ASSIGNED TO THE USERS
Ursa Major Solar's Vice President of Global Sales has requested that the Sales Rep Commission report be visible to the Executive Team.
How should the System Administrator provide visibility to the Sales Rep Commission report to the Executive Team only?
SET OPPORTUNITY ORG-WIDE DEFAULT SHARING SETTINGS TO PRIVATE.
SAVE THE REPORT IN A FOLDER SHARED WITH THE EXECUTIVE TEAM.
NAME THE REPORT “FOR EXECUTIVE TEAM USE ONLY - DO NOT USE.”
SAVE THE REPORT IN THE MY PERSONAL REPORTS FOLDER.
A user’s profile can be controlled by which three settings?
RECORD TYPE ASSIGNMENT
SECURITY AT THE FIELD-LEVEL
ASSIGNED APPS
FEATURE LICENSE ASSIGNMENT
LOCALE SETTINGS
Salesforce users at Ursa Major Solar complain that global search returns too many records.
Which two configurations should an administrator perform to help users manage search results?
Specify the Search Filter Fields for the object's search layout.
Reduce the number of records displayed for each object in the Search Results page.
No Answer
No Answer
List View
No Answer
A list of records that meet specific filter criteria.
What are two reasons a user cannot be deactivated?
N/A
N/A
The user is a Customer Community Administrator.
The user is the recipient of Workflow Email Alerts.
User License
A user license determines the baseline of features that the user can access. Every user must have exactly one user license. You assign user permissions for data access through a profile and optionally one or more permission sets.
N/A
Permission Set
N/A
A permission set is a collection of settings and permissions that give users access to various tools and functions.
The settings and permissions in permission sets are also found in profiles, but permission sets extend users’ functional access without changing their profiles.
N/A
Profile
Defines how users access objects and data, and what they can do within the application.
When you create users, you assign a profile to each one.
N/A
N/A
How can a System Administrator discover who added a field to the account page layout?
N/A
N/A
Use the Setup Audit Trail.
Ursa Major Solar uses a private sharing model for Cases. Each product line has several product specialists who want to have visibility to all Cases involving their product line.
How should the administrator meet this requirement?
Create a predefined Case Team for each group of product specialists and assign the team using Case Assignment Rules.
N/A
Organization-Wide Sharing Defaults (OWD)
Defines the default access level for an object’s records with organization-wide sharing settings.
Can be set separately for custom objects and many standard objects, including assets, campaigns, cases, and accounts and their contracts
N/A
Ursa Major Solar has three Account record types: Prospect, Customer, and Vendor. The Customer record type is only for Accounts that have a Closed Won Opportunity.
How should a System Administrator prevent users from selecting the Customer Record Type when they create new Account records?
Remove the Customer record type as an Assigned record type in the users' profiles and permission sets
N/A
A System Administrator cannot share a report folder. What is a possible reason?
The folder is private
N/A
Sharing Rules
Give particular users greater access by making automatic exceptions to your org-wide sharing settings.
N/A
Use to extend sharing access to users in public groups, roles, or territories.
Role Hierarchy
Salesforce offers a user role hierarchy that you can use with sharing settings to determine the levels of access that users have to your Salesforce org’s data.
Roles within the hierarchy affect access on key components such as records and reports.
N/A
N/A
The VP of Sales at Ursa Major Solar wants to take a look at all of the sales deals that are currently in play for the Sales team to determine how well they are tracking toward their goal for quarter end.
Which standard object stores information about sales deals?
ACCOUNTS
ASSETS
PRODUCTS
OPPORTUNITIES
A sales team member at Ursa Major Solar wants to view information related to one of their accounts to have a 360 degree view of the customer.
Which two standard objects are related to Account records? (Choose two answers.)
CASES
CAMPAING
OPPORTUNITIES
LEADS
The marketing manager at Ursa Major Solar wants to run a marketing campaign for their upcoming event called the Ray-A-Thon. the manager wants to make sure to capture as much information as possible generated from the campaign in Salesforce.
Which three objects have a relationship with a Campaign? (Choose three answers.)
LEAD
CONTACT
ACCOUNT
OPPORTUNITY
CONTACT ROLE
Ursa Major Solar needs a field that reflects Account size based on the standard field, number of employees.
Which formula function should an administrator use to evaluate different results based on a specific condition with multiple outcomes?
ISPICKVAL
TEXT
IF
AND
The sales managers at Ursa Major Solar want Opportunities that have NOT been updated in the past 30 days to be flagged automatically .
How should an administrator implement this requirement?
CREATE A FORMULA FIELD TO CALCULATE THE TIME SINCE LAST UPDATE AND DISPLAY AN IMAGE OF A RED FLAG IF IT MEETS THE DEFINED CRITERIA.
ADD A FORMULA TO THE DEFAULT VALUE OF THE LAST MODIFIED DATE FIELD TO TURN THE TEXT RED IF THE RECORD MEETS THE CRITERIA.
ADD A FORMULA TO THE DEFAULT VALUE OF THE OPPORTUNITY NAME FIELD TO TURN THE BACKGROUND RED IF THE RECORD MEETS THE CRITERIA.
CREATE A FORMULA FIELD TO SHOW THE LAST LOGIN DATE OF THE OWNER AND DISPLAY AN ALERT MESSAGE IF IT MEETS THE DEFINED CRITERIA.
The Ursa Major Solar CEO does NOT want to see the list of Contacts when viewing an Account page, but still needs to access Contact records.
How should the administrator configure this?
REMOVE READ ACCESS PERMISSIONS FOR CONTACTS FROM THE CEO’S PROFILE.
SET THE CONTACT ORG-WIDE DEFAULT SHARING SETTINGS TO PRIVATE.
CREATE AN ACCOUNT PAGE LAYOUT WITHOUT THE CONTACTS RELATED LIST.
REMOVE THE ACCOUNT RELATED LIST FROM THE CONTACT PAGE LAYOUT.
The VP of Sales at Universal Containers wants to ensure that there is a consistent, color-coded report to easily track picklist values from the Stage field on an Opportunity.
How should an administrator ensure that a picklist field’s values display in consistent colors on all reports? (Choose two answers.)
USE A BUCKET FIELD THAT DEFINES THE COLOR FOR EACH VALUE.
CONFIGURE REPORT CONDITIONAL HIGHLIGHTING FOR EACH VALUE.
UPDATE THE PICKLIST FIELD AND SET THE COLOR FOR EACH VALUE.
CREATE A FORMULA FIELD THAT DEFINES THE COLOR FOR EACH VALUE.
Universal Containers wants to track Invoice Payments on an Opportunity Related List. Only the Finance Team should see this Related List; however, all Users should be able to view Invoice Payment reports.
How should the administrator implement this requirement?
CREATE A NEW PAGE LAYOUT AND PROFILE FOR THE FINANCE TEAM.
SET THE INVOICE PAYMENT ORG-WIDE SHARING SETTINGS TO PRIVATE.
BUILD AN INVOICE PAYMENT REPORT WITH A RUNNING USER OF FINANCE.
GRANT FINANCE ACCESS ONLY TO THE INVOICE PAYMENT OBJECT.
The marketing team at Ursa Major Solar wants a chart added to the home page specific to their lead generation.
What should an administrator recommend to meet this requirement?
UPDATE THE MARKETING TEAM’S HOME PAGE IN THE APP LAUNCHER.
UPDATE THE MARKETING TEAM’S HOME PAGE IN THE LIGHTNING APP BUILDER.
UPDATE THE ORG-WIDE HOME PAGE IN THE LIGHTNING APP BUILDER.
UPDATE THE MARKETING TEAM’S HOME PAGE WITH A HYPER LINK TO THE DASHBOARD.
The administrator updated the sales operation team’s project record page with new fields and dynamic components. However, when they refreshed the page the changes are missing.
What should the administrator troubleshoot to ensure the changes are implemented?
CONFIRM THE PAGE IS ACTIVATED IN THE LIGHTNING APP BUILDER.
CREATE A PERMISSION SET TO GRANT ACCESS TO THE PROJECT OBJECT
ADD THE PAGE TO THE APP LAUNCHER.
REVIEW THE COMPONENT VISIBILITY FILTERS.
A delegated administrator at Ursa Major Solar cannot edit the Created Date field for the Account record.
What reason should the administrator give for why this is occurring?
This is a System Audit field and it is Read-Only for existing records without logging a case.
N/A
Ursa Major Solar wants to create a field to store credit card numbers and needs to make sure the information is protected.
Which two actions allow the administrator to provide enhanced security for this field?
Create an Encrypted Text field.
Update Field-Level Security settings.
Ursa Major Solar has a renewals sales team that will use the Opportunity object. The team wants to use many of the same picklist fields that are already defined, but will need unique picklist values.
Which feature allows an administrator to maintain the same field for two different teams?
N/A
Record types
Ursa Major Solar has a sales team focused on renewals. The team will use many of the same Opportunity fields as other teams, but need different Stage values.
What should the administrator update to support this requirement?
Stage Selected Values in the Sales Processes
N/A
The customer support team wants to use a different Page Layout when closing a Case.
Which method should the administrator use to fulfill this request?
Case Close Page Layout
N/A
Formula Field
A read only field whose value is evaluated from the formula or expression defined by us. We can define formula field on both standard as well as custom objects. Any change in expression or formula will automatically update the value of formula field. We can define formula field for 8 types:
● Number
● Currency
● Percent
● Date
● Date/Time
● Checkbox
● Text
N/A
Custom Objects
Objects, having five standard fields, created by users to address their need.
n/a
Roll-up Summary Field
A custom object field that calculates values from related records or the records in a related list.
Created to display a value in a master record based on the values of fields in a detail record.
Roll-up summary can be defined on Master-Detail relationship only.
n/a
Lookup Field
Also a one-to-many relationship, but in this relationship, two objects has no effect on deletion or security. Child objects are independent.
Child objects have a separate setting. If you delete the parent object, the child object remains in the system. A child object may or may not have a parent.
n/a
Master-detail
Closely links objects together such that the master record controls certain behaviors of the detail and subdetail record.
(For example, you can define a two-object master-detail relationship, such as Account—Expense Report, that extends the relationship to subdetail records, such as Account—Expense Report—Expense Line Item. You can then perform operations across the master—detail—subdetail relationship.)
n/a
One-to-many
Relationship with many child objects but one Parent Object.
(Example: Many metro cities are associated with one country.)
This kind of relationship is represented in four different forms:
● Master-detail
● LookUp (Loosely Coupled Relationship)
● Self
● Hierarchical
n/a
Lightning App Builder
A point-and-click tool that makes it easy to create custom pages for the Salesforce mobile app and Lightning Experience.
n/a
