Podcast
Questions and Answers
What type of relationship should the administrator make between Shipments and Accounts?
What type of relationship should the administrator make between Shipments and Accounts?
What should the administrator be aware of when changing an auto number field to a text field?
What should the administrator be aware of when changing an auto number field to a text field?
How should an administrator show only the necessary question on a screen flow?
How should an administrator show only the necessary question on a screen flow?
How should an administrator automate changing the owner of a case after 7 days?
How should an administrator automate changing the owner of a case after 7 days?
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How can an administrator show different picklist values for sales and marketing users?
How can an administrator show different picklist values for sales and marketing users?
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What is the best way to simplify the Account creation process?
What is the best way to simplify the Account creation process?
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What is the purpose of Escalation Rules?
What is the purpose of Escalation Rules?
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What is the benefit of using conditional visibility on a screen flow?
What is the benefit of using conditional visibility on a screen flow?
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Which automation tool should an administrator use?
Which automation tool should an administrator use?
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What is the purpose of password policies?
What is the purpose of password policies?
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What should an administrator configure to encourage secure passwords?
What should an administrator configure to encourage secure passwords?
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How can an administrator prevent users from selecting a style on a record?
How can an administrator prevent users from selecting a style on a record?
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What should an administrator do to change the Shoe Style field?
What should an administrator do to change the Shoe Style field?
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What should an administrator consider when scheduling data exports?
What should an administrator consider when scheduling data exports?
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How can an administrator make case pages more dynamic and easier to use?
How can an administrator make case pages more dynamic and easier to use?
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Why should an administrator use the data export service?
Why should an administrator use the data export service?
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What should an administrator do to provide proper access to the Lead object?
What should an administrator do to provide proper access to the Lead object?
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Which users can fulfill the request to change ownership on multiple cases?
Which users can fulfill the request to change ownership on multiple cases?
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How can an administrator make a custom quick action available on the Salesforce mobile app?
How can an administrator make a custom quick action available on the Salesforce mobile app?
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Which tool should an administrator use to surface important values based on the stage of the opportunity?
Which tool should an administrator use to surface important values based on the stage of the opportunity?
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What should an administrator use to automate a simple field update on the account?
What should an administrator use to automate a simple field update on the account?
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What do sales reps use on the opportunity record to help win sales on particular products?
What do sales reps use on the opportunity record to help win sales on particular products?
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What is the purpose of the Audited Date field on the account?
What is the purpose of the Audited Date field on the account?
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What should an administrator do to automate the update of the Audited Date field on the account?
What should an administrator do to automate the update of the Audited Date field on the account?
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What is a characteristic of master-detail relationships in Salesforce?
What is a characteristic of master-detail relationships in Salesforce?
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What feature should an administrator use to categorize accounts into small, medium, and large based on the dollar value?
What feature should an administrator use to categorize accounts into small, medium, and large based on the dollar value?
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How should the administrator at Ursa Major Solar configure the transfer of unassigned cases from VIP customers to service representatives?
How should the administrator at Ursa Major Solar configure the transfer of unassigned cases from VIP customers to service representatives?
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What two actions should the administrator at Cloud Kicks take to ensure that custom picklist values are populated on the Contact when leads are converted?
What two actions should the administrator at Cloud Kicks take to ensure that custom picklist values are populated on the Contact when leads are converted?
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What action should the administrator at Universal Containers take to ensure that the Product Category information is populated on the Opportunity upon lead conversion?
What action should the administrator at Universal Containers take to ensure that the Product Category information is populated on the Opportunity upon lead conversion?
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What is a characteristic of the custom object Shipments in Cloud Kicks?
What is a characteristic of the custom object Shipments in Cloud Kicks?
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What is the primary purpose of using bucket columns in Salesforce?
What is the primary purpose of using bucket columns in Salesforce?
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What is the primary purpose of using assignment rules in Salesforce?
What is the primary purpose of using assignment rules in Salesforce?
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What should the administrator use to automate the manual application of discounts to opportunity products?
What should the administrator use to automate the manual application of discounts to opportunity products?
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Why are the support reps unable to see the Closed option in the Case Status picklist?
Why are the support reps unable to see the Closed option in the Case Status picklist?
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What should the administrator take into consideration regarding the Contact Hierarchy?
What should the administrator take into consideration regarding the Contact Hierarchy?
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How should an administrator solve for the business hours issue for reps in different time zones?
How should an administrator solve for the business hours issue for reps in different time zones?
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What is the primary benefit of using Flow Builder to automate the manual application of discounts to opportunity products?
What is the primary benefit of using Flow Builder to automate the manual application of discounts to opportunity products?
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Why are the Case record types missing the Closed option as a picklist value?
Why are the Case record types missing the Closed option as a picklist value?
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What is the limitation of using Contact Hierarchy in an org?
What is the limitation of using Contact Hierarchy in an org?
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How can an administrator configure business hours for reps in different time zones?
How can an administrator configure business hours for reps in different time zones?
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Study Notes
Master-Detail Relationships
- Permissions for the detail record are set independently of the master.
- Roll-up summaries are supported in master-detail relationships.
Report Categorization
- To categorize accounts into small, medium, and large based on dollar value, use a Bucket Column feature.
Case Management
- To ensure unassigned cases from VIP customers get transferred to a service representative within 5 hours, use Assignment Rules.
- VIP customers have access to support 24 hours a day.
Custom Picklist Field
- To populate a custom picklist field on the Contact when leads are converted, create a custom picklist field on Contact and map the picklist field on the Lead to the Contact.
Lead Conversion
- To ensure that the custom field on the Lead named Product Category is populated on the Opportunity upon lead conversion, map the lead custom field to the product's product category field.
Custom Object Relationships
- To establish a relationship between Shipments and Accounts, where Shipments should remain even if the Account is deleted, use a lookup relationship between Shipments and Accounts.
Field Data Type
- When changing the data type of an auto number to a text field, existing field values will remain unchanged.
Screen Flow
- To show only the necessary question on a screen, use conditional visibility to hide the unnecessary question.
Case Owner
- To change the owner of a case when it has been open for more than 7 days, use Escalation Rules.
Picklist Values
- To show different picklist values for sales and marketing users, use two record types, one picklist, or one record type, two profiles, one picklist.
Account Creation
- To simplify the Account creation process, use Flow Builder.
Password Policies
- To encourage employees to choose secure and appropriate passwords, configure three password policies: password complexity requirements, number of days until expiration, and maximum invalid login attempts.
Field Type
- To prevent users from selecting multiple values on a record, change the field type from a multi-select picklist field to a picklist field and select the "Choose only one value" checkbox.
Data Export
- When scheduling a data export, consider that metadata backups are limited to sandbox refresh intervals and data backups are limited to weekly or monthly intervals.
Case Page
- To make the case page more dynamic and easier to use, add component visibility filters to the components.
User Access
- To provide proper access to the Lead object, configure permission sets.
Case Ownership
- To change ownership on multiple cases, users with the System Administrator profile or a manager role above the agent can fulfill this request.
Mobile App
- To make a custom quick action available on the Salesforce mobile app, include the action in the Salesforce Mobile Navigation menu.
Opportunity Stage
- To surface important values based on the stage of the opportunity, use Path Key Fields.
Automation
- To automate a simple field update on the account, use Flow Builder.
- To automate applying a discount to the related opportunity products when an opportunity is won, use Flow Builder.
Case Status
- To resolve the issue of the Closed option in the Case Status picklist being missing, ensure the Case record type includes Closed as a picklist value.
Contact Hierarchy
- When using Contact Hierarchy, consider that Contacts displayed in the Contact Hierarchy are limited to record-level access by user.
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Description
This quiz tests your knowledge of Salesforce administration, including features and functionality. Topics covered include master-detail relationships, roll-up summaries, and report categorization.
