Configuration & Setup Flashcards

(44 cards)

1
Q

Universal Containers uses a private sharing model for Cases. Each product line has several product specialists who want to have visibility into all Cases involving their product line.

How should the System Platform Administrator meet this requirement?

A

A. Create a pre-defined Case Team for each group of product specialists and assign the team using Case Assignment Rules.

Correct. A case team is a group of people that work together to solve cases.

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2
Q

Ursa Major Solar has a private sharing model on opportunities. Leadership has asked the platform administrator to create a new custom object that will track customer payment information and will link to the opportunity. Only those users with access to the opportunity should be able to see the records on the new object.

What should the platform administrator create to achieve this goal?

A

C. A master-detail relationship with profile permissions

Correct. Master-detail closely links objects together such that the master record controls certain behaviors of the detail and sub detail record. Access can be granted with profile permissions.

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3
Q

The platform administrator at Ursa Major Solar needs to provide information on the total number of Salesforce licenses, the number of licenses currently in use, and the number of remaining licenses.

Where in the setup can I find this information?

A

Company Information

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4
Q

Which of the following components can be added to a Lightning page using the Lightning App Builder?

A

Visualforce pages
Reports and Dashboards
Standard and Custom Components

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5
Q

Where can administrators assign different Page Layouts to users based on their profiles?

A

Setup > Object Manager > [Object] Page Layout Assignment

Administrators can assign different Page Layouts to users based on thier profiles by navigating to the Object Manager, selecting the specific object, and then configuring the Page Layout Assignment.

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6
Q

Which feature allows administrators to specify the visibility of fields based on the record type in Page Layouts?

A

Record Types

  • Record Types in conjunction with Page Layouts allow administrators to specify the visibilty of fields based on the record type, enabling different layouts and fields for different business processes.
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7
Q

What determines the permissions and access levels for a new user in Salesforce?

A

The user’s profile

A user’s profile in Salesforce determines their permissions and access levels to various objects and functionalities within the system, defining what they can see and do.

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8
Q

Which checkbox should be selected to immediately send an email to the new user with their login credentials?

A

Generate New Password and Notify User Immediately

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9
Q

A platform administrator at Ursa Major Solar (UMS) needs to create a new user.

When creating a username, what two considerations should be taken into account?

A

A. Username must be unique across all Salesforce orgs.

C. Username needs to be in the format of an Email Address.

Correct. All usernames must be in the form of an email address but do not need to be an actual email.

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10
Q

A platform administrator at Ursa Major Solar is implementing an organization-wide default option for the Account object.

What is the correct option for the platform administrator in this scenario?

A

B. Private

Correct. 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.

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11
Q

Universal Containers created a new custom object to track Inventory items. The Support Team cannot see the Inventory object’s tab.

Which two settings should the System Platform Administrator check to find the cause of the problem?

A

C. Support Team Permission Sets

Correct. Object permissions specify the type of access that users have to objects.

D. Support Team Profiles

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12
Q

Which tasks can a Delegated Administrator typically perform in Salesforce?

A

Resetting Passwords
and managing users accounts

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13
Q

Can Trusted IP Ranges be set at the profile level in Salesforce?

A

No, Trusted IP ranges are set at the organization level.

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14
Q

Which password policy setting determines how often users must change their passwords in Salesforce?

A

Password Expiration

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15
Q

Which of the following is assessed by the Security Health Check in Salesforce?

A

Password policies
Session settings
Certificate and key management

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16
Q

What is the primary purpose of object access settings in Salesforce?

A

To control which users can view, create, edit, or delete records of a particular object.

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17
Q

Which feature allows administrators to grant record access based on criteria such as ownership?

A

Sharing Rules

Sharing rules specifically enable administrators to grant additional access to records based on criteria such as ownership, which extends beyond the basic settings.

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18
Q

What is the effect of setting the organization-wide default (OWD) for an object to Private?

A

Only record owners and users above them in the role hierarchy can access the records.

19
Q

Which Salesforce feature allows record access to be automatically granted based on ownership and criteria like territories or public groups?

A

Sharing Rules

20
Q

Which tool helps administrators understand the impact of Organization-Wide Defaults on data visibility?

A

Sharing Settings

  • The Sharing Settings page in Salesforce helps administrators understand and configure the impact of Organization-Wide Defaults on data visibility, providing a detailed overview of how records are shared across the organization.
21
Q

Universal Containers uses a private sharing model for Cases. Each product line has several product specialists who want to have visibility into all Cases involving their product line.

How should the System Platform Administrator meet this requirement?

A

D. Create a pre-defined Case Team for each group of product specialists and assign the team using Case Assignment Rules.

Correct. A case team is a group of people who work together to solve cases.

22
Q

Ursa Major is onboarding 15 new employees in three weeks. The platform administrator needs to create user records in Salesforce without activating them.

Which two methods allow the platform administrator to achieve this goal?

A

B. Create a .csv file ensuring that IsActive = False, and use the data loader to insert.

Correct. With a properly formatted csv file, Data Loader can be used to create multiple users. Include the IsActive = false to create the users in an inactive status.

D. Click Add Multiple Users and ensure that Generate New Password and Notify User Immediately are unchecked.

Correct. An Admin can manually create mutiple users with the Generate New Password and Notify User Immediately box unchecked.

23
Q

Cloudy Computing has Trusted IP Ranges defined for extra security. A user is trying to log in from outside the trusted IP ranges that have been defined. What will happen in this scenario?

A

The user will receive a verification code that will then enable them to log in.

  • If users try to log in from outside the trusted IP range, they will be sent a verification code. Once the code is entered, they can access Salesforce.
24
Q

Lockout effective periods consist of.

A

15 mins
30 mins
60 mins
Forever

25
Which of the following components may be selected to display in a Home Page Layout.
Items to Approve Dashboard Snapshot Tasks Calendar When you create or edit a Home Page Layout in Salesforce, you can select to show or hide the following wide components - Items to Approve, Tasks, Calendar, and Dashboard Snapshot
26
A user needs to be able to delete Cases in Salesforce. Which Security settings can accommodate this request?
Profile Permission sets Profiles and Permission Sets can be used to set CRUD (Create / Read / Update / Delete) levels under Object Permissions.
27
A new user requests that their Salesforce user interface display in Spanish instead of English. What can you, as the user’s Salesforce Administrator, do to fulfill this request?
Change the Language setting of the user. Changing the Default Language in your Company Profile would change the Language setting for all users. Changing the Locale changes the format of Date Fields for a user, but to change the actual language of the User Interface, you will need to change the Language setting for the individual user from their User Detail page.
28
You notice that a new Custom Object has been added to your Salesforce org. Where can you see a list of all changes to your org over the past 6 months?
View Setup Audit Trail The Setup Audit Trail lists the most recent 20 changes to your org and provides the date, time and user who made the change. These are metadata changes and not a recording of changes to individual records in your org. If you need to see a longer list than the most recent 20, you have the option to download the past 6 months of changes to your org as a .csv file.
29
Over the span of several years, your organization has grown to include dozens of Permission Sets. Manually assigning users to individual Permission Sets has grown time-consuming and repetitive. What newer security feature could you implement to streamline Permission Set assignment and management?
Permission Set Groups A permission set group streamlines permissions assignment and management. Use a permission set group to bundle permission sets together based on user job functions. Users assigned the permission set group receive the combined permissions of all the permission sets in the group.
30
The Director of IT has asked that you set all Salesforce System Administrators to where their Salesforce passwords never expire. All of these users currently have the Standard Profile of System Administrator. What would you need to do to fulfill this request?
Set the password to never expire in the standard System Administrator profile, under the Password Policies section of the profile.
31
A user reports that they are unable to log in to Salesforce. You check their User Record and see no login attempts for them today. What is the user likely doing wrong?
The user is attempting to log in to the wrong location, such as a Sandbox at test.salesforce.com instead of a Production instance at login.salesforce.com The user is entering the wrong Username for themselves. Side Note*** If you see no history of log-in attempts for the user in their User Detail page, they are either entering the wrong username, or they are attempting to log in to an incorrect location. If they have locked themselves out of their account after multiple failed login attempts, you will see that in their User Detail page.
32
As a Salesforce Administrator, you now have two different options for setting the Default Activities View for your users on desktop. Those two available options to choose from for Default Activities View are:
Related Lists or Activity Timeline Control how your users view activities on record pages. Set the default view to the newer expandable activity timeline, or choose the activities related lists view that will feel familiar to Salesforce Classic users.
33
A user reports they are locked out of Salesforce, and you confirm they have had multiple failed login attempts by reviewing their User Detail record. How can you help the user get back into Salesforce?
Click Edit on the User Detail page and check the Generate new password and notify user immediately checkbox. Click the Reset Password button on the User Detail page.
34
A user reports that the display of numbers and dates have suddenly changed for them whenever they view records in Salesforce. Which of the following would you need to adjust for the user?
Locale Side Note*** Date and Number formats vary, based on the Locale of the user.
35
In your Administrator job with Universal Containers, you have found that the Company Information screen in the Company Profile section of Salesforce displays important information regarding your Salesforce organization. Which of the following are items that are accessible and displayed from the Company Information screen in Salesforce?
User Licenses used and remaining, such as Service Cloud, Salesforce Platform, etc. Feature Licenses used and remaining, such as Marketing User, Knowledge User, etc. Your Salesforce Organization ID
36
You have been tasked with creating a new profile for a new team that has been created that focuses strictly on Social Media Marketing. These users report that a Custom App they used to have access to no longer appears in their list of applications. What do you need to adjust on the Profile to get this Application to display for this new Profile's assigned users?
Assigned Apps You would need to make the app visible to the profile from the Assigned Apps section of the Profile.
37
How can you restrict users from seeing certain fields in searches, reports and list views?
Set the field to Hidden at the Profile level. Side Note** If you simply hide a field from a page layout and assign that page layout to a user, that user can still see the field and get to the data by way of search results and reports. To fully hide a field and its data from a user, you will need to set the field to Hidden at the Profile level.
38
What is the proper Tab security setting so that a tab is not displayed in the All-Items list, via the App Launcher?
Tab Hidden Side Note*** Hidden keeps the tab from displaying in All Items from the App Launcher.
39
What setting on the User record determines whether a user can create a new record using a specific Record Type?
Profile Side Note*** Record Type access is set at the Profile level for users.
40
When creating a new Sharing Rule, which of the following are valid selections you can make when you select the users to share with? (select 3)
Roles and Subordinates Roles Public Groups Side Note*** Once you get to the point in the process of selecting the users to share with during the Sharing Rule creation process, you will see 3 options in the Share with dropdown - Public Groups, Roles, and Roles and Subordinates. You can't create Sharing Rules to share with a Queue or individual users.
41
Due to new GDPR regulations, you need to allow your external Salesforce users to deactivate their own accounts. Where would you enable this feature?
User Management Settings Side Note *** User Management Settings is where you can manage ord-wide user settings for certain options, such as: Enable User Self-Deactivation Let Users Scramble Their User Data Hide Personal Information
42
What do you change on a user record to change the language that they see in their Salesforce interface?
Language The Language you set on the User record dictates which Language the User Interface is in for Salesforce.
43
Where do you signify if a user is a Service Cloud user?
User Record
44
You have been tasked with disabling access to a custom application for a group of Salesforce users. Where in Setup would you make this change?
Profiles Side Note*** You can adjust the access to applications at the Profile level, under Assigned Apps. You can see which apps are installed in your org by going to Installed Packages, but you can only uninstall the app and not just restrict access to it for a specific group of users. You can initially specify the groups of users you want to have access to an app during the install process, though.