Podcast
Questions and Answers
AW Computers has created a custom field called Government ID on a custom object. Most users with a custom Sales profile should be unable to access this field. A select group of Sales users called the Institutional Team should be able to access the Government ID field via reports. How should an administrator accommodate this request?
AW Computers has created a custom field called Government ID on a custom object. Most users with a custom Sales profile should be unable to access this field. A select group of Sales users called the Institutional Team should be able to access the Government ID field via reports. How should an administrator accommodate this request?
A user at Universal Containers wants to load records into a custom object named Location from a .csv file. While using Data Loader, they cannot find the Location object. What are two reasons this is happening?
A user at Universal Containers wants to load records into a custom object named Location from a .csv file. While using Data Loader, they cannot find the Location object. What are two reasons this is happening?
A new administrator at Cloud Kicks has reported that they are unable to use outbound change sets as requested. What permission should be reviewed to determine if it is missing from the administrator user or profile?
A new administrator at Cloud Kicks has reported that they are unable to use outbound change sets as requested. What permission should be reviewed to determine if it is missing from the administrator user or profile?
Create and Upload Change Sets
The accounting team at Universal Containers is looking to roll out two new custom objects: a parent Invoice object and a child Payment object. Whenever a Payment record is created, the Invoice object should be updated to reflect the current outstanding value of the Invoice. What should the administrator do to build this functionality?
The accounting team at Universal Containers is looking to roll out two new custom objects: a parent Invoice object and a child Payment object. Whenever a Payment record is created, the Invoice object should be updated to reflect the current outstanding value of the Invoice. What should the administrator do to build this functionality?
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Ursa Major Solar has a global customer base. Recent issues with customs have greatly delayed shipping to Canadian customers. While the Country field is already on the page layout, the sales team wants Canadian customers highlighted as a potential challenge for fulfillment until the shipping issue is resolved. How should the administrator solve this issue?
Ursa Major Solar has a global customer base. Recent issues with customs have greatly delayed shipping to Canadian customers. While the Country field is already on the page layout, the sales team wants Canadian customers highlighted as a potential challenge for fulfillment until the shipping issue is resolved. How should the administrator solve this issue?
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Management at Ursa Major Solar wants to understand how many accounts have opportunities in the overall pipeline. What should the administrator use to create a report showing all open opportunities and the total number of accounts represented?
Management at Ursa Major Solar wants to understand how many accounts have opportunities in the overall pipeline. What should the administrator use to create a report showing all open opportunities and the total number of accounts represented?
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Cloud Kicks uses a Review junction object to track product reviews by account. The Review object has a Master-Detail relationship to Account and a Master-Detail relationship to a customer Product object. A user accidentally deleted the Account, Product, and related Review records. How should the deleted Review records be restored?
Cloud Kicks uses a Review junction object to track product reviews by account. The Review object has a Master-Detail relationship to Account and a Master-Detail relationship to a customer Product object. A user accidentally deleted the Account, Product, and related Review records. How should the deleted Review records be restored?
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Cloud Kicks has an export of Order and Order Item data from an enterprise resource planning (ERP) system. The data must be imported into the Salesforce Order and Order Product objects, while maintaining the relationships in the data. What are two ways the administrator should load the data?
Cloud Kicks has an export of Order and Order Item data from an enterprise resource planning (ERP) system. The data must be imported into the Salesforce Order and Order Product objects, while maintaining the relationships in the data. What are two ways the administrator should load the data?
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AW Computing is conducting an audit and wants to understand how many objects have been shared as public externally. Which tool should the administrator use to quickly obtain this details?
AW Computing is conducting an audit and wants to understand how many objects have been shared as public externally. Which tool should the administrator use to quickly obtain this details?
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The administrator at Cloud Kicks created a flow in a sandbox that walks service agents through the Return Merchandise Authorization creation process. The administrator deployed the flow to production with a Change Set. Users are unable to use the flow in production. Which step should the administrator take?
The administrator at Cloud Kicks created a flow in a sandbox that walks service agents through the Return Merchandise Authorization creation process. The administrator deployed the flow to production with a Change Set. Users are unable to use the flow in production. Which step should the administrator take?
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Sales reps at Ursa Major Solar often give discounts depending on the configuration of the solar panel system. Customers want to know what the different configuration options are. Sales management wants to ensure the opportunity pipeline is as accurate as possible. What should sales reps do to ensure their quotes and opportunities reflect their sales?
Sales reps at Ursa Major Solar often give discounts depending on the configuration of the solar panel system. Customers want to know what the different configuration options are. Sales management wants to ensure the opportunity pipeline is as accurate as possible. What should sales reps do to ensure their quotes and opportunities reflect their sales?
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Ursa Major Solar has a junction object that connects Docs with Solar Panels. The administrator needs users to be able to see all the solar panels that a Dot is related to. Users already have access to the Bot and the Junction, but not the Solar Panel object. What access docs the user need to be able to see the solar panel records?
Ursa Major Solar has a junction object that connects Docs with Solar Panels. The administrator needs users to be able to see all the solar panels that a Dot is related to. Users already have access to the Bot and the Junction, but not the Solar Panel object. What access docs the user need to be able to see the solar panel records?
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Cloud Kicks (CK) has a filed called Shoe Type Preference, CK,s product team wants to see a report that groups specific picklist values together into the one of two lists. What functionality should the administrator use to fulfill the team's request?
Cloud Kicks (CK) has a filed called Shoe Type Preference, CK,s product team wants to see a report that groups specific picklist values together into the one of two lists. What functionality should the administrator use to fulfill the team's request?
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The administrator at Ursa Major Solar has set up IT policies for all user passwords to be a minimum length of 3 characters and have an expiration period of 90 days. The security team recently decided that administrators of any system should have a 15-character minimum password with a 30-day expiration period. Where should the administrator make this change?
The administrator at Ursa Major Solar has set up IT policies for all user passwords to be a minimum length of 3 characters and have an expiration period of 90 days. The security team recently decided that administrators of any system should have a 15-character minimum password with a 30-day expiration period. Where should the administrator make this change?
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Which two ways can an administrator review the page performance for a Lightning record page?
Which two ways can an administrator review the page performance for a Lightning record page?
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The Cloud Kicks security team has seen an increase in unattended device attacks, where hackers can view sensitive information when users leave devices unlocked in public settings. The security team wants to ensure Salesforce data cannot be viewed after 10 minutes of inactivity. What is the recommended security setting to configure?
The Cloud Kicks security team has seen an increase in unattended device attacks, where hackers can view sensitive information when users leave devices unlocked in public settings. The security team wants to ensure Salesforce data cannot be viewed after 10 minutes of inactivity. What is the recommended security setting to configure?
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When should an administrator consider when using Person Accounts?
When should an administrator consider when using Person Accounts?
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DreamHouse Realty has a rental team and a real estate team. The two teams have different sales processes and capture different client information on their opportunities. How should an administrator extend the Opportunity object to meet the teams' different needs?
DreamHouse Realty has a rental team and a real estate team. The two teams have different sales processes and capture different client information on their opportunities. How should an administrator extend the Opportunity object to meet the teams' different needs?
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AW Computing continues to grow and has concerns about the volume of sensitive data being stored in its org. The administrator suggests utilizing Salesforce Shield. What should the team consider before Implementing Salesforce Shield?
AW Computing continues to grow and has concerns about the volume of sensitive data being stored in its org. The administrator suggests utilizing Salesforce Shield. What should the team consider before Implementing Salesforce Shield?
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AW Computers has enabled the feature for Contact to multiple Accounts. A rep is trying to remove the primary Account from a Contact but Is unable to do so. The administrator has already updated the page layout to no longer require an Account. What could be the issue?
AW Computers has enabled the feature for Contact to multiple Accounts. A rep is trying to remove the primary Account from a Contact but Is unable to do so. The administrator has already updated the page layout to no longer require an Account. What could be the issue?
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Cloud Kicks needs to automate several updates to lead records and update unrelated records. Select changes should happen every time a record is created or updated, Put other changes should only happen when the record is updated. Which two options should the administrator use to automate these updates?
Cloud Kicks needs to automate several updates to lead records and update unrelated records. Select changes should happen every time a record is created or updated, Put other changes should only happen when the record is updated. Which two options should the administrator use to automate these updates?
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Cloud Kicks is a large company with many divisions. Some divisions have a higher turnover, so each division wants to be able to create and manage users only within their division. What should the administrator do to set this up?
Cloud Kicks is a large company with many divisions. Some divisions have a higher turnover, so each division wants to be able to create and manage users only within their division. What should the administrator do to set this up?
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The sale VP notices several sales reps generating a contract too early in the sales stage. The help correct this Behavior, the has requested the Create Contract button only be available when the opportunity reach...negotiation stage. How should the administrator meet this requirement?
The sale VP notices several sales reps generating a contract too early in the sales stage. The help correct this Behavior, the has requested the Create Contract button only be available when the opportunity reach...negotiation stage. How should the administrator meet this requirement?
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AW Computers has enabled the feature for Contact to multiple Accounts. A rep is trying to remove the primary Account from a Contact but Is unable to do so. The administrator has already updated the page layout to no longer require an Account. What could be the issue?
AW Computers has enabled the feature for Contact to multiple Accounts. A rep is trying to remove the primary Account from a Contact but Is unable to do so. The administrator has already updated the page layout to no longer require an Account. What could be the issue?
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Study Notes
Salesforce Study Notes
- Salesforce permission sets are collections of settings and permissions that grant users access to various tools and functions.
- They extend user functionality without altering profiles.
- Permission sets can be assigned to individual users or groups.
- Salesforce Data Loader can be used with custom objects.
- Custom objects have labels and API names, which Data Loader uses; Label changes can cause issues in Data Loader.
- User profiles control access to objects and actions (create, read, update, delete).
- Lack of create access prevents loading records into an object using Data Loader.
- Outbound change sets require the "Create and Upload Change Sets" permission.
- Master-detail relationships connect parent and child objects; In this case, a master-detail relationship between an Invoice and Payment object allows calculation of outstanding values.
- Rich text components and conditional visibility enable highlighting specifics on a Lightning page without altering layout or creating new record types. This feature allows the highlighting of Canadian clients' issues.
- The "Show Unique Count" option in reports counts accounts only once, even with multiple open opportunities.
- Review objects use master-detail relationships to Accounts and Customers.
- Deleting master records also deletes their child (review) records.
- External IDs are used to create direct relationships between records being imported and existing records.
- Admin users can use Security Health Check to check various security configurations, particularly regarding external sharing. This tool shows how objects are shared.
- Using force logout functionality limits the risk of unauthorized access on unattended devices.
- Person accounts enable storing individual consumer information without requiring a separate account per customer.
- Separate record types, layouts, sales processes are tailored to different teams (e.g., rental, real estate) within the same Opportunity object to meet their specific requirements.
- Salesforce Shield offers data encryption to prevent unauthorized access. Paused flows may result in non-encrypted data, though.
- Dynamic actions conditionally display actions on a record-page; Dynamic actions can be used to show or hide specific buttons (e.g., create contract) based on certain criteria.
- A primary account is needed for contacts when multiple accounts are allowed.
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Description
This quiz covers essential concepts related to Salesforce permission sets and the Data Loader tool. You'll learn about user access, how custom objects interact with Data Loader, and the importance of user profiles and relationships between objects. Understanding these elements is vital for effective Salesforce administration.
