40 Questions
What type of relationship should the administrator make between Shipments and Accounts?
Shipments should have a lookup to Account
What should the administrator be aware of when changing an auto number field to a text field?
Existing field values will remain unchanged
How should an administrator show only the necessary question on a screen flow?
Use conditional visibility to hide the unnecessary question
How should an administrator automate changing the owner of a case after 7 days?
Escalation Rules
How can an administrator show different picklist values for sales and marketing users?
Two page layouts, one record type, two picklists
What is the best way to simplify the Account creation process?
Remove unnecessary fields from the page layout
What is the purpose of Escalation Rules?
Automate tasks based on deadlines
What is the benefit of using conditional visibility on a screen flow?
Show only the necessary question on the screen
Which automation tool should an administrator use?
Flow Builder
What is the purpose of password policies?
To encourage employees to choose secure passwords
What should an administrator configure to encourage secure passwords?
Number of days until expiration, prohibited password values, and password complexity requirements
How can an administrator prevent users from selecting a style on a record?
By selecting the 'Choose only one value' checkbox on the picklist field
What should an administrator do to change the Shoe Style field?
Change the field type from a multi-select picklist field to a picklist field and back-up the Shoe Style values
What should an administrator consider when scheduling data exports?
Both b and d
How can an administrator make case pages more dynamic and easier to use?
By adding component visibility filters to the components
Why should an administrator use the data export service?
To protect data with backups
What should an administrator do to provide proper access to the Lead object?
Configure permission sets
Which users can fulfill the request to change ownership on multiple cases?
A user with the System Administrator profile
How can an administrator make a custom quick action available on the Salesforce mobile app?
Include the action in the Salesforce Mobile Navigation menu
Which tool should an administrator use to surface important values based on the stage of the opportunity?
Path Key Fields
What should an administrator use to automate a simple field update on the account?
Flow Builder
What do sales reps use on the opportunity record to help win sales on particular products?
Discounts
What is the purpose of the Audited Date field on the account?
To track the date when the account was audited
What should an administrator do to automate the update of the Audited Date field on the account?
Build a flow
What is a characteristic of master-detail relationships in Salesforce?
Roll-up summaries are supported in master-detail relationships.
What feature should an administrator use to categorize accounts into small, medium, and large based on the dollar value?
Bucket Column
How should the administrator at Ursa Major Solar configure the transfer of unassigned cases from VIP customers to service representatives?
Assignment Rules
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?
Create a custom picklist field on Contact and map the picklist field on the Lead to the Contact.
What action should the administrator at Universal Containers take to ensure that the Product Category information is populated on the Opportunity upon lead conversion?
Map the lead custom field to the product's product category field.
What is a characteristic of the custom object Shipments in Cloud Kicks?
The Shipments object remains unaffected when the associated Account is deleted.
What is the primary purpose of using bucket columns in Salesforce?
To categorize data into ranges or groups.
What is the primary purpose of using assignment rules in Salesforce?
To automatically assign cases to specific users or queues.
What should the administrator use to automate the manual application of discounts to opportunity products?
Flow Builder
Why are the support reps unable to see the Closed option in the Case Status picklist?
The Case record type is missing Closed as a picklist value
What should the administrator take into consideration regarding the Contact Hierarchy?
Contact Hierarchy is limited to only display 3.000 contacts at one time
How should an administrator solve for the business hours issue for reps in different time zones?
Create one set of business hours per time zone
What is the primary benefit of using Flow Builder to automate the manual application of discounts to opportunity products?
It eliminates the need for manual intervention
Why are the Case record types missing the Closed option as a picklist value?
The Closed option was not added to the picklist
What is the limitation of using Contact Hierarchy in an org?
It can only display 3.000 contacts at one time
How can an administrator configure business hours for reps in different time zones?
By creating one set of business hours per time zone
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.
This quiz tests your knowledge of Salesforce administration, including features and functionality. Topics covered include master-detail relationships, roll-up summaries, and report categorization.
Make Your Own Quizzes and Flashcards
Convert your notes into interactive study material.
Get started for free
