Salesforce Case Management

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Questions and Answers

What should an administrator do to grant the two lead engineers read/write access to all new cases that reference the new product?

Add the two lead engineers as case owners.

Create a public group and add the two lead engineers to it.

Create a predefined case team and an assignment rule.

Create a user-based sharing rule and an ad-hoc case team. (correct)

How can the administrator validate the error the user is receiving when attempting to save an opportunity?

Review the opportunity's record history.

View the setup audit trail.

Edit the page layout.

How can an administrator prevent users from updating the Account Annual Revenue field to be a negative value or an amount more than $100 billion?

Make the Account Revenue field required on the page layout.

Enable Account Revenue limits in Setup, with 0 as the minimum and 100 billion as the maximum.

Create a validation rule that displays an error if Account Revenue is below 0 or greater than 100 billion. (correct)

Build a scheduled report displaying Accounts with invalid Account Revenue.

What is a consideration for an administrator to prevent users from accessing Salesforce from outside of their network?

Enforce Login IP Ranges on Every Request. Signup and view all the answers

What should an administrator create to grant the two lead engineers access to all new cases that reference the new product?

A user-based sharing rule. Signup and view all the answers

How can an administrator identify the root cause of the error the user is receiving when attempting to save an opportunity?

Log in as the user. Signup and view all the answers

What is a benefit of creating a validation rule for the Account Annual Revenue field?

It displays an error if the input value is invalid. Signup and view all the answers

What are two considerations for an administrator to prevent users from accessing Salesforce from outside of their network?

Enforce Login IP Ranges on Every Request and IP address restrictions on the profile. Signup and view all the answers

What should the administrator at Cloud Kicks do to populate the custom picklist field on Contact after lead conversion?

Map the picklist field on the Lead to the Contact Signup and view all the answers

What should the administrator adjust to fully restrict access to deal records for service users at Universal Containers?

Record settings and search index Signup and view all the answers

What should an administrator configure to meet the sales process requirements at Northern Trail Outfitters?

Separate record types and sales processes for the different types of opportunities Signup and view all the answers

What should an administrator suggest to meet the request of sales reps at Northern Trail Outfitters to change the Probability field value of their Opportunities?

Make the field editable on page layouts Signup and view all the answers

Why is it necessary to map the custom picklist field on Lead to the Contact?

To populate the custom picklist field on Contact after lead conversion Signup and view all the answers

What is the main goal of adjusting the record settings and search index at Universal Containers?

To restrict access to deal records for service users Signup and view all the answers

What is the main reason for configuring separate record types and sales processes at Northern Trail Outfitters?

To have different page layouts and picklist value options for business and partner opportunities Signup and view all the answers

Why is it necessary to make the Probability field editable on page layouts at Northern Trail Outfitters?

To allow sales reps to change the Probability field value of their Opportunities Signup and view all the answers

Study Notes

Salesforce Administrators

To track all associated cases with a new product, an administrator can create a queue and a criteria-based sharing rule, granting read/write access to the product's lead engineers.
To validate an error message preventing a user from saving an opportunity, the administrator can log in as the user or review the sharing model.

Data Validation and Security

To prevent users from updating the Account Annual Revenue field to a negative value or an amount more than $100 billion, an administrator can create a validation rule that displays an error if the Account Revenue is below 0 or greater than 100 billion.
To prevent users from accessing Salesforce from outside of their network, an administrator should consider enabling IP address restrictions on the org's profile and enforcing Login IP Ranges on Every Request.

Custom Fields and Lead Conversion

To populate a custom picklist field on the Contact when leads are converted, an administrator should map the picklist field on the Lead to the Contact and create a custom picklist field on Contact.
To ensure the picklist field is populated, an administrator can set the picklist field to be required on the Lead object.

Access Control and Record Types

To restrict access to deal records, an administrator should adjust the record settings and search index.
To meet the requirements of different sales processes with varying page layouts and picklist value options, an administrator should configure separate record types and sales processes for the different types of opportunities.

Opportunity Field Management

To enable sales reps to change the Probability field value of their Opportunities, an administrator can make the field editable on page layouts.

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Description

This quiz tests your knowledge of Salesforce case management features and how to grant access to users. Learn how to automate case assignments and manage teams in Salesforce.