Configuration and Setup Flashcards

(41 cards)

1
Q

The company wants to ensure that the information is up to date on their Company Information page in Salesforce. Which set of information can an admin specify in the Company Info page?

A

Organization Name, Default Time Zone and Default Language.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

The company wants to ensure all of its locale settings are up to date and consisten in the system. The admin is going through the process of making updates and configuring parameters for this information. Which parameters are configured using locale settings?

A

Time and Number display format, First/Last Name and Date format

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

The naming convention for opportunities has been changed and you need to update multiple opp names for the sales tema in Europe using the Team Europe list view in Salesforce. What user interface setting should be used to allow users with permissions to edit records in Listviews?

A

Enable Inline editing and enable enhanced lists

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

A new hire needs acces to the Service Console to manage cases and customer info. What should an admin do to assign a Service Cloud users license to a new user?

A

Enable Service Cloud user on the user record detail page

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

An admin receives details of a new hire in a Tokyo office who requires access to the Salesforce Org. Which requirements should the admin consider when creating a new user in the a prod SFDC org?

A

Usernames must be in the form of an email address and must be unique across all of SFDC’s production orgs.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

A new employee is trying to login but is getting error messages. What should a admin do first to troubleshoot?

A

Check the users login history related list on the user record.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

An admin is notified that an employee is going on leave for a few weeks. What does the admin do to prevent a user from logging into SFDC temporarily?

A

Freeze the user account

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

An admin needs to deactivate an account for an employee who has recently left the company. When the user account is deactivated, what happens to the license?

A

The license becomes available for reassignment

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

The company is looking to increase protection of the org’s Salesforce data from unauthorized access. It has been proposed to leverage the Trusted IP Ranges feature. What is the benefit of entering Trusted IP ranges in the network acces section?

A

Users who log in within the network are not required to verify their identity.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

The password policy is 60 days until expiry. Sales reps are complaining their passwords expire every 30 days. What should the admin do to change the password expiration for the sales rep users?

A

Profiles assigned to the users since it is an issue affecting users with the same profile

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

A request has been made to make the sales rep commission report visible to the executive team. How should the admin provide visiblity to the report to the exec team only?

A

Save the report in a folder shared with the executive team.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

A user’s profile can be affected by:

A

Record Type Assignment, Security at the field level, Assigned apps (Profiles define how users access objects and data and what they can do within the application)

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

The complaint is that global search returns too many records. Which two configurations should an admin perform to help users manage search results.

A

Specify the Search Filter Fields for the Objects search layout
Reduce the number of records displayed for each object in the Search Results page

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

List View

A

A list of records that meet specific filter criteria

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

What are two reasons a user cannot be deactivated?

A

The user is the recipient of workflow email alerts
The user is a customer community administrator

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

User License

A

A user license determines the baseline of features that a user can access. Every user must have exactly one user license. You assign user permissions for data access trhough a profile and optionally one or more permission sets.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
17
Q

Permission Set

A

A permission set is a callection of settings and permissions that give users access to various tools and functions
The settings and permissions in permission sets are also found in profiles, but permiossion sets extend users’ functional access without changing their profiles.

18
Q

Profile

A

Defines how users access objects and data and what they can do within the application
When you creater users, you assign a profile to each one.

19
Q

How can an admin discover who added a field to the account page layout?

A

Use the Setup Audit Trail

20
Q

A private sharing model is used for cases. Each product line has several product specialists who want to have visibility to all cases involving their product line. How does the admin meet this requirement?

A

Create a predefined case team for each group of product specialists and assign the team using Case assignment rules

21
Q

Organization-wide Sharing Default (OWD)

A

Defines the default access level for an objects records with org-wide sharing settings.
Can be set separately for custom objects and many standard objects, including assets, campaigns, cases and accounts and their contacts.

22
Q

There are 3 account record types in an org. Prospect, Customer and Vendor. The customer record type is only for accounts that have a Closed Won Opp. How should the admin prevent users from selecting the Customer Record type when they create new account records?

A

Remove the Customer Record Type as an Assigned record type in the users profiles and permission sets.

23
Q

An admin is unable to share a report folder. What could be the reason?

A

The folder is private

24
Q

Sharing Rules

A

Give chosen users greater access by making automatic exceptions to your org-wide sharing settings
Use to extend sharing access to users in public groups, roles or territories

25
Role Hierarchy
Salesforce offers a user role hierarchy that you can use with sharing settings to determine the levels of access that users have to your SFDC org's data Roles within the hierarchy affect access on key component such as records and reports.
26
A platform administrator at Ursa Major Solar is implementing an organization-wide default option for the Account object. What is a correct option for the platform administrator in this scenario?
An admin would want to choose Private access at an org-wide level, because you can always open up access from the org-wide default, but you cannot restrict access.
27
Where does a platform administrator control field-level security for users?
Profiles allow admins to grant field-level access and access in the profile bypasses rules and org-wide defaults set by sharing rules.
28
Which two changes are tracked in the Setup Audit Trail?Choose 2 options.
The Setup Audit Trail tracks the use of the Data Import Wizard. The Setup Audit Trail tracks password resets.
29
At Ursa Major Solar, a platform administrator has set up a new user. The user needs to activate the account before the email link expires by default. How long does the user have before the link expires?
The account verification link emailed to new users expires after 7 days, and users must change their password the first time they log in.
30
Ursa Major Solar utilizes accounts in its sales process; however, not all users have access to them. New users require read access to accounts. Additionally, four new users require edit access. What should a platform administrator do to configure access for the new users?
A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users’ functional access without changing their profiles.
31
Universal Containers uses a hybrid sharing model where Accounts and Contacts are Read Only and Opportunities and Cases are Private. Account Executives (AE) own all the Accounts. Some Contacts are owned by AEs, and other Contacts are owned by support reps.How should the System Platform Administrator ensure the AEs can edit all the Contacts associated with their Accounts, no matter who owns the Contact?
The user may have inherited Read access from a subordinate in the role hierarchy. If the user who has access is on a different branch of the hierarchy from the account owner, check the sharing rules, account teams, and account territory.
32
Universal Containers utilizes a private sharing model for Accounts, Contacts, and Opportunities. When account owners are on vacation, a back-up sales rep needs access to all Accounts with the rating of Hot.How should the System Platform Administrator give the back-up sales rep access to Hot Accounts?
Instruct the Hot Account owner to manually share the Accounts with the back-up rep before leaving on vacation.
33
At Universal Containers, a user's department determines which fields the user can see and edit on opportunities. For example, users on the sales team can edit all fields on the opportunity, while users on the support team have read-only access to these fields. In which location is field-level security controlled for users on these teams?
Profiles control object access, field-level security (which fields are visible or editable), page layouts, record types and apps. Profiles control what a user can do in the Salesforce org. This is referred to as CRED (create, read, edit, and delete). It also defines data administration access to View all" or "Modify all.""
34
Universal Containers uses a private sharing model for Cases. Each product line has several product specialists who want to have visibility to all Cases involving their product line.How should the System Platform Administrator meet this requirement?
Create a pre-defined Case Team for each group of product specialists and assign the team using Case Assignment Rules. A case team is a group of people that work together to solve cases.
35
The platform administrator at Ursa Major Solar needs to provide information for total Salesforce licenses, used licenses, and the remaining Salesforce licenses. Where in setup can this information be found?
Company Information
36
Which Salesforce tool should a platform administrator use to better understand all of the configuration changes that have been made from January 1 through July 1?
The Setup Audit Trail tracks all changes made or actions performed within an org for the previous 6 months.
37
What is a benefit of entering Trusted IP Ranges in the Network Access section?
Entering Trusted IP Ranges in the Network Access section allows users to bypass verification.
38
How should a System Platform Administrator provide a Sales Rep Commission report that is visible only to the Executive Team?
Save the report in a folder shared with the Executive Team. Each user, group, or role can have its own level of access to a report and dashboard folder. Viewers can see the data. Editors can determine what data is shown. Managers can control access.
39
A user at Ursa Major Solar attempts to log in to Salesforce from an IP address that is outside the login IP range on the user's profile but within the organization-wide trusted IP range. What occurs as a result of this scenario?
The user will be unable to log in at all. Trusted IP Ranges define a list of IP addresses from which users can log in. When you define IP address restrictions for a profile, a login from any other IP address is denied.
40
Which two levels of access should be set when sharing a document folder with users?Choose 2 options.
Read-only: Read-only access would prevent users from fully accessing content. Read/Write: Read/Write access should be given when sharing a document folder with users so they are able to open and access documents.
41
A sales manager recently left Universal Containers and the Salesforce platform administrator has received the urgent request to deactivate their username. Because the sales manager was part of several approval processes, it is taking longer than expected. What should the Salesforce platform administrator do?
If we are unable to deactivate a user immediately because of account configuration with approval processes, etc., the admin should freeze the user account. This will prevent the user from logging into the organization as the admin takes the necessary steps to deactivate them.