On which object is a Master-Detail Relationship established? A platform administrator at Ursa Major Solar (UMS) has created a new Lightning record page for the sales team to display a report chart embedded on the account page. No record types are currently available for this account.
What action should the platform administrator take to make this page the default view of the UMS app for the sales team without affecting the support team?
C. Make the page the default object record page for the UMS app for the sales profile.
Correct. Activate Lightning record pages as the default record page for profiles.
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?
A. Remove Record Types from the users’ Profiles.
Correct. Each profile is associated with a single record type; users will never be prompted to select a record type when creating records.
C. Instruct users to update the Default Record Type in My Settings.
Correct. Set an option to automatically insert your default record type when you create records.
Ursa Major Solar has the following process regarding its opportunities:
There are three different lines of business (Widget A, Widget B, Widget C) that each contain fields specific to that line of business’s industry and customers.
For each line of business, there is a specific set of fields that Sales users should view and a distinct set of fields that Marketing users should view.
A Platform Administrator needs to configure Page Layouts and Record Types for the Opportunity object so that each team sees what it needs to see, without cluttered layouts containing unnecessary fields.
What should the Platform Administrator do to accomplish this goal?
D. Create three Record Types (Widget A, Widget B, Widget C) with six Page Layouts (Sales Widget A, Sales Widget B, Sales Widget C, Marketing Widget A, Marketing Widget B, and Marketing Widget C).
Correct. Record types let you offer different business processes, picklist values, and page layouts to different users. Three record types to track the different widget types. Six-page layouts to provide the proper fields for each group.
Which type of field do platform administrators use when creating a junction object?
B. Master-detail
Correct. Master-detail is a custom field that is used when creating a junction object. The junction object allows a many-to-many relationship.
What can be the dependent field in a field dependency?
Custom Picklist
Multi-select Picklist
Explain the universally required field.
Can apply to text, number, and picklist fields
Cannot be hidden
Is automatically added to all page layouts
When renaming a Standard Field, which aspect of the field remains unchanged?
The “API Name”
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?
B. Lookup relationship
Correct. A lookup relationship links two objects together. This is an optional relationship.
Ursa Major Solar recently acquired a company whose sales team has a unique sales process, with stages that are different from the current setup of stages in Salesforce.
The Chief Technology Officer (CTO) has decided that the new sales team should NOT change their process at all.
What should the platform administrator do to incorporate the new sales team’s process?
B. Create new values for the opportunity stage field; create a new sales process assigned to a custom record type for the new sales team.
Correct. Record types let you offer different business processes, picklist values, and page layouts to different users.
Ursa Major Solar’s platform administrator created a new account record type, but when marketing users are creating new account records, they are unable to choose the new record type.
What are two potential causes of this issue?
A. The record type is disabled on the marketing user profile.
Correct. Record types need to be assigned to a profile.
B. The record type is deactivated.
Correct. Record types need to be active in order for users to access them.
A Salesforce Administrator is considering whether to use a lookup or master-detail relationship. Which of the following are valid capabilities of a lookup relationship but not a master-detail relationship?
The related record can have a different owner than the parent record.
The lookup field does not need to be a required field on the page layout.
The account object has a one-to-many relationship with which of the following objects?
Case and Opportunity
What happens when you enable “Contacts to Multiple Accounts”?
By enabling ‘Contacts to Multiple Accounts’, a contact can be directly related to one account and indirectly related to other accounts.
**The Support Director of Cosmic Service Solutions has requested that the Salesforce Administrator **add a filter to the ‘Contact’ field on case records. **The field should only allow contacts to be selected if they are associated with the account in the ‘Account Name’ field. What is the best way to meet this requirement?
Create a dependent lookup on the contact field that references the account field.
Here’s why a Dependent Lookup is the most suitable solution and how it w
How are relationships between objects represented on a record page in the user
interface?
Using Lookups and Related lists
A Sales manager often finds that a contact has a relationship with multiple companies and would like to keep track of these relationships, How can a Salesforce Adminstrator enable this?
A. Add the Related Accounts related list to the Contact page layout, and the Related Contacts related list on thr Account page layout, and remove the existing Contacts related list on the Account page layout.
C. Enable the ‘Contacts to Multiple Accounts’ feature.
A Salesforce Administrator realizes that he needs to restore the fields of the ‘Expense’ custom object which deleted five days ago. Which of the following actions are appropriate after restoring a custom field?
B. Convert any lookup relationships to master-detail if required
C. Make the restored field required if necessary
What are key features of Dynamic Forms?
Field-Level Visibility: Show/hide fields based on logic
Section-Level Visibility: Control entire sections
Responsive Layouts: Tailored to user profiles, record types, field values
Fewer Page Layouts Needed
A manager wants to view the total expected revenue for all open opportunities related to an account on the account page layout. Which of the following can be used to display this information?
A. Roll-up Summary Field
Carolyn, the customer support manager, wants to add another filter criteria to an existing public list view which currently has 3 custom filters. What is true regarding adding a filter to a list view?
Users with ‘Manage Public List Views’ permission enabled for them via their profile or a permission set would be able to edit existing public list views, including adding more filters.
ABC Corporation’s Sales Director wants to ensure that before an opportunity record is closed, the opportunity ‘Close Reason’ field must be populated. How can this be accomplished?
C. Create a validation rule that references the ‘Stage’ and ‘Close Reason’ fields.
D. Create a dependent picklist field based on the opportunity’s stage.
A user created a new list view and wants to share it with a colleague. Which of the following statements accurately describes the available list view sharing settings or ‘Who sees this list view?’ options for the user to select?
C. It depends on whether the user creating the list view has the necessary permission either through their profile or a permission set.
ABC Corporation would like to have a report on the reasons why cases are closed or rejected. Close reasons should only have 2-3 words for a concise description and somehow set as categories to aid in identifying trends or closures. What is the best way of handling this?
A. Create a picklist for ‘Case Close Reason’ with a validation rule that enforces the selection of a ‘Case Close Reason’ when a case is closed or rejected.
Dynamic Computing would like to manage sales tasks differently for their computer system sales and computer accessories sales, and display different fields for each. How can this requirement be met?
Record types and Page layouts
