Ursa Major Solar has the following environment and requirements: A new custom object named Regulations__c is a child of the account object. All users need the ability to view Regulations__c when viewing accounts with the sales account page layout. How should a platform administrator provide access to Regulations__c on the sales account page layout?
By adding a new related list for Regulations__c to the sales account page layout. Adding the related list will allow users to access the child accounts.
Universal Containers wants to create a field to store credit card numbers and needs to make sure the information is protected. Which two actions allow the System Platform Administrator to provide enhanced security for this field?Choose 2 options.
Create an Encrypted Text field. Update Field-Level Security settings.
The support group at Ursa Major Solar has the following requirements: Agents need to capture different information for product support and inquiry cases. The lifecycle for inquiry cases should have fewer steps than the lifecycle for product support cases. Which three features should a platform administrator use to meet these requirements?Choose 3 options.
Record types: Record types determine which page layouts and picklst values users have access to, so creating two different record types for product support vs. inquiry will meet these requirements.
Support processes: After creating a support process, it is assciated with a record type. Based on the record type chosen when creating a record (product support or inquiry in this example), the support process associated is used to determine the status” field picklist on the case object.”
Page layouts:Page layouts control the layout and the organization of buttons, fields, links, etc. on object record pages. The admin is able to use page layouts to customize the content of record pages and make them unique for product support vs. inquiry.
Universal Containers has two business groups, Products and Services. Both groups will be using opportunities to track deals, but different fields are required by each group.In which two ways should a platform administrator meet this requirement?Choose 2 options.
Create two record types. By creating two record types you are able to customize what fields are shown fo each group based on the type of record they have access to.
Create two page layouts.By creating two page layouts, you are able to customize what fields are shown for each group based on the type of page layout they have access to.
Universal Containers has a sales team focused on renewals. They will use many of the same Opportunity fields as other teams, but need different Stage values.What should the System Platform Administrator update to support this requirement?
Stage Selected Values in the Sales Processes. Use multiple business processes to display different picklist values according to each user profile.
Universal Containers has a renewals sales team that will use the Opportunity object. They want to use many of the same picklist fields that are already defined, but will need unique picklist values.What feature allows a System Platform Administrator to maintain the same field for two different teams?
Record Types. Record types determine which business processes, page layouts, fields and picklist values a user can access and allow the admin to maintain the same field for two different teams.
Ursa Major Solar’s platform administrator needs to create a custom field to track a specific Tier 2 support user on a case record. What is the appropriate data type to utilize when creating this custom field?
A lookup relationship links two objects together. This is an optional relationship.
Universal Containers has a complex sales process with multiple record types, each shared with all Profiles. Some users complain about the Record Type selection screen when creating new Opportunities.Which two actions should the System Platform Administrator take to allow these users to bypass choosing a Record Type?Choose 2 options.
Instruct users to update the Default Record Type in My Settings: Set an option to automatically insert your default record type when you create records.
Remove Record Types from the users’ Profiles: Each profile is associated with a single record type; users will never be prompted to select a record type when creating records.
A company needs its customer service agents to collect and display different information on case records based on whether customers are calling in with a question, product suggestion, or complaint. Which three features should the platform administrator use to meet this goal?Choose 3 options.
Support processes:Use multiple business processes to display different picklist values according to each user profile.
Record types: Customize the values in record type or business process picklists based on your organizations unique needs.
Page layouts:Page layouts control the layout and related lists on object record pages.
The VP of Sales want to look at all of the sales deals that are currently in play for the sales team to dertermine how well they are tracking towards their quarter end goal. What standard object stores info about sales deals?
Opportunities
A sales team member wants to view information related to one of their accounts to have a 360 degree view of the customer. Which two standard objects are related to account records?
Cases and Opportunities
The team wants to run a marketing campaign for their upcoming event and wants to capture as much information as possible from the campaign in Salesforce. Which 3 objects have a relationship with a campaign?
Lead, Contact and Opportunity
The company needs a field that reflects account size based on the standard field, number of employees. Which formula function should an admin use to evaluate different results based on a specific condition with multiple outcomes?
IF (determines if expressions are true or false)
The managers want opportunities that have not been updated in the past 30 days to automatically be flagged. How does the admin implement this?
Create a formula field to calculate the tim since the last update and display an image of a red flag if it meets the defined criteria.
The CEO does not want to see the list of contacts when viewing an account page but still needs access to contact records. How is this configured?
Create an account page layout without the Contacts related list.
The VP of Sales wants to ensure there is a consistent color coded report to track picklist valies easily from the stage field on an opportunity. How should an admin ensure that a picklist field’s values display in consisten colors on all reports?
Update the Picklist field and set the color for each value
Create a formula field that defines the color for each value (Formula fields using the IMAGE function can be defined for each value in the picklist)
The company wants to track invoice payments on an opportunity related list. Only the Finance team should see this related list but all users should be able to view the Invoice Payment Reports. How should the admin implement this?
Create a new page layout and profile for the finance team.
The marketing team wants a chart added to the home page specific to lead generation. What should an admin recommend to meet this request?
Update the marketing team’s home page in the Lightning App Builder
The admin updated the project record page with new fields and dynamic components. However when they refresh the page the changes are missing. What should the admin troubleshoot?
Confirm the page is activated in Lightning App Builder
A delegated admin cannot edit the Created Date field for the account record. Give a reason why this is occurring
This is a system audit field and it’s Read-Only for existing records
The company wants a field to store credit cards numbers and it needs to be protected. What two actions allow the admin to provide enhanced security for this field?
Create an encrypted text field
Update field-level security settings
The company has a renewal sales team that used the Opportunity Object. The team wants to use many of the same picklist fields that are already defined but needs unique picklist values. What feature allows an admin to maintain the same field for two different teams.
Records Types
The company has a renewal sales team that uses many of the same opportunity fields as other teams but needs different Stage Values. What should the admin update to support this?
Stage Selected Values in the Sales Processes
The Customer Support team wants to use a different page layout when closing a case. What method should the admin use to enable this?
Case Close Page Layout
