Salesforce Authentication Quiz

Questions and Answers

What is a valid method to automatically email a lead in Salesforce?

Create an assignment rule to email the lead

Use a validation rule to trigger a workflow

Add a public group and Process Builder to email the lead

Configure an auto-response rule to email the lead (correct)

When a custom field is deleted in Salesforce, what happens to the data in that field?

The data is permanently deleted

The data is restorable from the recycle bin

The data in the field is stored for 20 days (correct)

The data associated with the field is removed

To automate email notifications upon case closure for support reps, which two settings should be utilized?

Notify contact checkbox on close page layout (correct)

Case close template in the support settings (correct)

Add the Knowledge component to the closed layout

Auto-response rule step set for status of closed

Which three standard objects are available out of the box in Salesforce Service Cloud?

Account Signup and view all the answers

Which two solutions can be used for customers to self-generate cases?

Email-to-Case Signup and view all the answers

What is the correct order of execution when a Case record is saved?

Validation rules, Assignment rules, Escalation rules, Auto-response rules Signup and view all the answers

Which two settings does the system check for authentication when users log in to Salesforce via the user interface?

The user's Two-Factor Authentication for User Interface Logins permission Signup and view all the answers

What is a common use case for creating a Case Queue in Salesforce?

To manage and prioritize incoming customer requests Signup and view all the answers

Which of the following is NOT a type of rule to notify customers after case closure?

Escalation rule Signup and view all the answers

What could be causing reps to have inappropriate access to data on dashboards, despite the Case object being set to private?

Dashboard's running user Signup and view all the answers

Which type of page should an administrator create to have Account details, related lists, and Chatter feeds appear on separate tabs?

Lightning record page Signup and view all the answers

What is a necessary step for users to connect an authenticator app to their Salesforce account?

Users need to download and install an authenticator app on their mobile device Signup and view all the answers

How should an administrator configure Salesforce to capture the expiration date of a warranty for installations?

Implement a formula field to calculate expiration from installation date Signup and view all the answers

Which of the following is not a role of Two-Factor Authentication for Salesforce logins?

Allow login without security measures if the user is recognized Signup and view all the answers

What could be a likely reason for broader data visibility in dashboards for support representatives?

Shared viewing permissions globally Signup and view all the answers

In which situation is a security token required for accessing Salesforce?

When accessing Salesforce from an untrusted network Signup and view all the answers

What is the recommended method for an administrator to automate the deletion of records based on specific field values?

Flow Builder Signup and view all the answers

Which method should be used to change the owner of a case if it has been open for more than 7 days?

Escalation Rules Signup and view all the answers

What will happen to the reminder email in the flow if a customer renews their warranty for another three years?

The email is not sent because the record no longer meets the criteria. Signup and view all the answers

How should the administrator configure email notifications for medium-priority and high-priority cases?

Add three auto-response rules based on case priority. Signup and view all the answers

Which field in the Campaign report should be updated to reflect opportunities that were won?

Value Won Opportunities Signup and view all the answers

What action should be taken to automatically update the Total Value field on the Campaign when an opportunity is won?

Use a workflow rule to update Signup and view all the answers

If a case is categorized as low-priority, what type of email configuration will occur according to the requirements provided?

It will have a dedicated low-priority email template. Signup and view all the answers

What should an administrator do to ensure emails are sent in a timely manner for warranty reminders?

Ensure the flow checks criteria before sending reminders. Signup and view all the answers

Which two options should the administrator configure to track ROI for contacts that are key stakeholders for opportunities?

Add the Opportunity Contact Role related list to the Opportunity page layout. Signup and view all the answers

Which three items are available in the mobile navigation menu?

Lightning App Pages Signup and view all the answers

Where should an administrator update the option in a custom picklist when users report different options based on the kind of opportunity?

Record type Signup and view all the answers

Which feature should an administrator place on an Experience Cloud site for inspectors to submit findings from a property inspection?

Screen Flow Signup and view all the answers

Which setting on a profile allows a tab to be hidden in the All App Launcher while still permitting users to view related records?

Tab Settings Signup and view all the answers

What should be done to conditionally show a picklist for a specific search engine based on the Lead Source?

Set up conditional visibility for the picklist. Signup and view all the answers

Which of the following options allows users to perform specific actions on the Opportunity object based on the selected parameters?

Record types Signup and view all the answers

What is the purpose of customizing Opportunity Contact Role?

To define roles for contacts associated with specific opportunities. Signup and view all the answers

Which password policy is NOT typically configured by an administrator?

Require use of Password Manager App Signup and view all the answers

What feature should be utilized to restrict the Retention related list to the client services team?

Component Visibility Signup and view all the answers

What tool can be used to display important values based on the stage of an opportunity?

Path Key Fields Signup and view all the answers

Which tools can help reverse a record import in Salesforce? Select all that apply.

Data Loader Signup and view all the answers

When a user is rehired at an organization with a private sharing model and their record is activated, what remains unchanged?

Their password settings Signup and view all the answers

Which option represents a valid requirement for the warranty Expiration Date field?

Populate it based on warranty purchase date Signup and view all the answers

What is an appropriate measure to encourage secure passwords among employees?

Enforcing password complexity requirements Signup and view all the answers

Which of the following does NOT relate to managing opportunities effectively?

Standard Note-taking applications Signup and view all the answers

Study Notes

Authentication in Salesforce

Users must connect an authenticator app to their Salesforce account for verification.
Verification codes can also be received via email or SMS, with the chosen method depending on priority.
A security token can be obtained via “Reset My Security Token” for enhanced security.

User Authentication Checks

The system checks for Two-Factor Authentication for User Interface and API logins.
It also verifies the user's profile login hour restrictions.

Data Access Issues

Concerns about broader data access on private Case objects may arise from the dashboard's running user settings.
Public dashboards can expose all cases if not configured properly.

Lightning Page Layouts

To separate Account details, related lists, and Chatter feeds, administrators should create a Lightning record page.

Warranty Management

For warranty expiration dates, create a formula field displaying "1 year" from the warranty purchase date.

Password Policies

Key policies to encourage secure passwords include expiration days, maximum invalid login attempts, and complexity requirements.

Component Visibility for Custom Objects

Component Visibility can restrict the Retention related list on the Lightning record page layout to a specific team.

Managing Opportunity Stages

Path Key Fields can surface important values based on the opportunity stage.

Undoing Data Imports

Use Data Loader or Mass Delete Records to reverse incorrect record imports.

Email Notifications on Case Closure

Automate email notifications for closed cases using case close templates and applying auto-response rules for the closed status.

Service Cloud Objects

Standard objects in out-of-the-box Service Cloud include Case, Contract, and Account.

Self-Service Case Generation

Administration can implement Email-to-Case and Web-to-Case for customer-driven case creation.

Case Record Execution Order

The order of execution for a Case record saving involves validation rules, assignment rules, escalation rules, and auto-response rules.

Automated Deletion of Records

Flow Builder can be employed to automate the deletion of records based on field values.

Case Ownership Changes

Utilize Escalation Rules to change the owner of a case that remains open for over 7 days.

Flow Reminder Email Behavior

For warranty expiration reminders, if the warranty is renewed, the reminder email will not be sent as the record no longer meets the initial criteria.

Conditional Email Notifications

For different priority cases, set up a single workflow rule with filters to apply different email templates based on case priority.

Reporting ROI on Opportunities

Track ROI for key stakeholders through the Opportunity Contact Role related list added to the Opportunity page layout.

Available items in the mobile navigation menu include Dashboards, Lightning App Pages, and Chatter.

Submitting Inspection Findings

Employ a Screen Flow for inspectors to submit findings in forms on the Experience Cloud site.

Updating Custom Picklist Options

Update custom picklist options on the Opportunity object via Record Types to reflect variations based on opportunity kinds.

Tab Visibility in App Launcher

Tab Settings on a profile control whether tabs are hidden or visible in the App Launcher while still allowing record access.

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Description

Test your knowledge on the authentication process in Salesforce. This quiz covers key steps such as using authenticator apps, verification codes, and security tokens to secure your account. Ensure you understand how each method affects user access.