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Salesforce Certification Exam
Questions 100% VERIFIED
ANSWERS 2024/
CORRECT
How can Knowledge articles be used? (Choose 2)
- To display Salesforce Ideas within a website
- To display a self-service knowledgebase on a website
- To display Salesforce Solutions to call center agents
- To help agents resolve customer cases quickly
- To display a self-service knowledgebase on a website
- To help agents resolve customer cases quickly What method can be used to improve data quality of case records in a contact center using Service Cloud? (Choose 3)
- Use Cloud Flow Designer to to guide agents through case creation
- Use a formula field to check for similar cases before case creation
- Implement Data.com to clean case records automatically
- Use a case trigger to warn user of possible duplicate cases
- Use validation rules to enforce data entry standards on cases
- Use Cloud Flow Designer to to guide agents through case creation
- Use a case trigger to warn user of possible duplicate cases
- Use validation rules to enforce data entry standards on cases A sales executive at Universal Containers wants to be notified whenever high-value opportunities are created for hot accounts. How should an admin meet this requirement? (Choose 1)
- Create a validation rule that evaluates the account rating
- Create an escalation rule based on the opportunity amount
- Create the workflow rule on the opportunity object
- Create and auto-response rule based on the opportunity amount Create the workflow rule on the opportunity object If two objects have parent-child relationship, how can a user access the child record from the parent record? (Choose 1)
- Lookup field
- Child field
- Custom link
- Related list Related list Which is a feature of Chatter? (Choose 3)
- Notes
- Feed
- Bookmarks
- Recommendations
- Feed
- Bookmarks
- Recommendations In what situation should the data loader be used in Salesforce? (Choose 2)
- A user's org edition and settings permits Salesforce's API access
- A user needs to import data from a Linux based operating system
- A user needs to import data into custom objects from an XLS file
- A user needs to export data from their Salesforce org
- A user's org edition and settings permits Salesforce's API access
- A user needs to export data from their Salesforce org
What does a custom report type determine? (Choose 2)
- The report format of the resulting report
- The field that can be used as columns when building a report
- The custom summary formulas displayed in a resulting report
- The objects that are available when building a report
- The field that can be used as columns when building a report
- The objects that are available when building a report Which circumstance will prevent a system admin from deleting a custom field?
- The field is used in a workflow field update
- The field is part of a field dependency
- The field is used in a page layout
- The field is used in a report The field is used in a workflow field update What standard object has a one-to-many relationship from the account object? (Choose 3)
- Contact
- Case
- Opportunity
- Lead
- Campaign
- Contact
- Case
- Opportunity The recruiting team at Universal Containers wants to be more proactive about renewing support plans with customers. They would like the support representative dedicated to each account to be notified a month before the account's support plan expires. What should an admin configure to meet this requirement? (Choose 1)
- Auto-response rule
- Assignment rule
- Workflow rule
- Escalation rule Workflow rule Universal Container set the organization-wide settings for cases to private. When a case is escalated, case ownership changes to a Tier 2 support agent. How can a system admin give the sales operations team read/write access to all escalated cases?
- Create a criteria-based sharing rule
- Create a case escalation rule
- Create a case assignment rule
- Create an ownership-based sharing rule Create a criteria-based sharing rule The support group at Universal Container wants agents to capture different information for product support and inquiry cases. What feature should an admin use to meet these requirements? (Choose 3)
- Support processes
- Field-level Security
- Record types
- Permission sets
- Page layouts
- Support processes
- Record types
- Page layouts Which dashboard component shows a single data point? (Choose 2)
- Metric
- Gauge
- Donut
- Funnel
- Metric
- Gauge How can a new system administrator quickly provide access to adoption reports and dashboards for managers? (Choose 1)
- Use the salesforce auto-report builder.
- Search the AppExchange for free adoption reports
- Build reports and dashboards.
- Log a case to salesforce support. Search the AppExchange for free adoption reports What can be modified on standard object fields? (Choose 2)
- Help Text
- API Name
- Default Text
- Picklist Values
- Help Text
- Picklist Values Mary is a sales rep that travels extensively. She states that she consistently uses the same web browser on the same laptop, yet is still frequently prompted for computer activation. What could cause this to happen? (Choose 1)
- The trusted IP ranges for Salesforce are improperly configured
- Mary is attempting to access Salesforce from new and different locations which triggers the verification
- Mary's computer web browser is not storing cookies properly
- The login IP ranges for Salesforce are improperly configured Mary is attempting to access Salesforce from new and different locations which triggers the verification
When should a system administrator consider using the Salesforce AppExchange?(Choose 2)
- To submit ideas for Salesforce application enhancements
- When standard Salesforce functionality needs to be extended
- When looking for pre-built custom applications and tools
- To find answers to Salesforce application questions
- When standard Salesforce functionality needs to be extended
- When looking for pre-built custom applications and tools What workflow feature is available to a visual workflow (cloud flow designer) in Salesforce, but not to Workflow Rules or Process Builder? (Choose 1)
- Universal browser support
- The ability to support time based actions
- The ability to delete records
- The ability to call apex code The ability to delete records How can you access Salesforce on a mobile device? (Choose 2)
- You cannot access Salesforce on a mobile device
- Download the Salesforce mobile app
- Install the Salesforce Configuration
- Access the web browser on the mobile device
- Download the Salesforce mobile app
- Access the web browser on the mobile device What does a page layout allow an admin to control? (Choose 1)
- The fields users see on the detail and edit pages
- The record types available to each role and profile
- The fields users see in reports and list views
- The business process and related picklist values displayed The fields users see on the detail and edit pages Which dashboard feature allows users to see a dashboard with only their own data? (Choose 1)
- Personal Dashboards
- Walking user
- Running user
- Profile owner Running user What is required to make a user an approver in the approval process? (Choose 1)
- The user must opt-in to receive email alerts when an approval request is submitted
- The user must have read permission for the object in the approval process
- The user must be in the same role as the approval submitter in the role hierarchy
- The user must be set up as a delegated approver The user must have read permission for the object in the approval process A marketing user needs to create a new campaign, but the "New" button is NOT visible from the campaign home page. The system admin has verified that the user has the "Create" profile permission for the campaign object. How should the system admin resolve the issue? (Choose 1)
- Grant the user "Read" profile permissions for the Campaign object
- Select the "Manage Campaign" profile permission
- Add the "New" button to the page layout using the page layout editor
- Select the "Marketing User" checkbox in the user record Select the "Marketing User" checkbox in the user record How can you relabel a column on a report without renaming the underlying object field? (Choose 1)
- It is not possible to re-label the column without changing the underlying field
- Use the Translation Workbench to make a custom report translation
- Right click the column header in the Report Builder and select "change label"
- Use a custom report type to change the column label for that report Use a custom report type to change the column label for that report What must a system admin consider when setting up the running user for a dashboard? (Choose 2)
- The running user becomes the default owner of the dashboard
- Only users in the same role as the running user can view the dashboard
- Data access permissions determine what data the users can view in the source reports
- The running user determines the data displayed in the components of the dashboard
- Data access permissions determine what data the users can view in the source reports
- The running user determines the data displayed in the components of the dashboard Which of the following should be considered when changing a custom field's data type? (Choose 2)
- Rich text area fields can only be converted into long text area field
- Changing the data type of a custom field is not available for all data types
- A user can change the data type of a custom field that is mapped for lead conversion
- Changing a custom picklist to a multi-select picklist will cause data loss
- Rich text area fields can only be converted into long text area field
- Changing the data type of a custom field is not available for all data types The sales operations team at Universal Containers needs to be able to read, edit, delete, and transfer all records owned by sales representatives. How can a system admin meet this requirement? (Choose 1)
- Create sharing rules that give Sales Operations access to records owned by sales reps
- Add Sales Operations to the default account teams for all sales reps
- Define a role hierarchy where the Sales Operations role is above the sales reps role
- Manually share all records owned by sales reps with Sales Operations Define a role hierarchy where the Sales Operations role is above the sales reps role A user received an error message when attempting to log into Salesforce. What is the first step the Salesforce admin would take to troubleshoot the problem? (Choose 1)
- View the login history
- Unlock the user
- Change the login IP ranges
- Reset the password View the login history
When a case assignment rule is created, the rule can be used to assign cases to whom? (Choose 2)
- Case Contact
- A specific User
- Case Team
- A specific Queue
- A specific User
- A specific Queue The VP of Sales at Universal Container requested that "verbal agreement" be added as new opportunity stage. The admin added this new picklist value to the stage field, but found that new value was not available to users. What should the admin do? (Choose 1)
- Add the new value to the appropriate record type
- Add the new value to the appropriate sales process
- Ensure the new value was marked as active
- Ensure the limit of 10 stage values Add the new value to the appropriate sales process When converting a lead, how can an admin capture custom lead data on the converted contact? (Choose 1)
- Use the data loader to move the custom lead data
- Use the lead conversion wizard to select the fields
- Map custom lead fields to the standard lead fields
- Map custom lead fields to custom contact fields Map custom lead fields to custom contact fields What can a marketing user do using the "manage members" button on a campaign record? (Choose 2)
- Associate existing contacts with the campaign
- Import new leads and associate them with the campaign
- Create a custom report including all the campaign members
- Associate existing opportunities with the campaign
- Associate existing contacts with the campaign
- Import new leads and associate them with the campaign How can a system admin restrict users from viewing certain fields in list views, searches, page layouts, and reports? (Choose 1)
- Use a sharing rule to control the field visibility
- Use a custom report type to hide the field
- Set the field to hidden using field-level security Set the field to read only Set the field to hidden using field-level security Which data import tools will respect active duplicate management rules?
- Both Data Import Wizard and Data Loader
- Data Loader
- Neither
- Data Import Wizard Both Data Import Wizard and Data Loader Which user is listed in the case history related list for case changes made for assignment and escalation rules? (Choose 1)
- The user who created the assignment or escalation rule
- The "Default Case Owner" specified in Support Settings
- The "Automated Case User" specified in Support Settings
- The owner of the case when the rule was triggered The "Automated Case User" specified in Support Settings Prestige Worldwide would like to start organizing their order management system. Each order should start with the prefix "ORD" followed by a 6-digit number, automatically incrementing by 1, and be unique. For example, a series of new orders should look like this:
- ORD- 000123
- ORD- 000124
• ORD- 000125
What type of custom field type should be used to meet this requirements? (Choose 1)
- A text field
- An auto-number field
- A number field
- A roll-up summary field An auto-number field Julie and Jim are both sales reps in your organization and are collaborating on an account "Squared Wireless." Jim currently owns the account, and Julie cannot view the record in Salesforce. Jim would like for Julie to have the ability to view and edit the "Squared Wireless" account record. All other account records owned by Jim should remain not visible to Julie. Account collaboration is rare within your organization. Julie and Jim are assigned the same role and profile. How can this be solved in Salesforce? (Choose 1)
- Instruct Jim to manually share the account record
- Add Julie and Jim to a public group "Sales Collaboration." Create a sharing rule that grants members of "Sales Collab" read-write acces to account records owned by users in "Sales Collab"
- Set the org-wide defaults for accounts to read only
- Create a criteria-based sharing rule to grant access to records as needed Instruct Jim to manually share the account record Universal Container uses web-to-case to convert support requests submitted through its website into cases. The support team would like Salesforce to automatically send an email containing password reset instructions to the customer when the case subject contains the words "forgot" and "password." What does the admin need to configure to meet this requirement? (Choose 1)
- Auto-response rule
- Support Settings
- Email-to-case
- Validation rule Auto-response rule
Sales managers need to view and report on sales revenue across an entire company without having access to a custom object that tracks personal time off requests. Which permission should a system admin enable in a custom profile to meet this requirement in a private sharing model? (Choose 1)
- "View all" for Opportunities
- "Read" for Accounts
- "Read" for Opportunities
- "View all data" "View all" for Opportunities Using the "Add Multiple Users" capability, how many users can you upload at one time given 25 available licenses? (Choose 1)
- 25
- 50
- 10
- 100 10 How can a system admin add users to a Salesforce organization using chatter free? (Choose 2)
- Assign Chatter free licenses to users outside the specified user domains
- Create users in the organization and assign them a Chatter free license
- Assign Chatter free licenses to existing users in Salesforce
- Enable invites to allow users to invite others within specified domains
- Create users in the organization and assign them a Chatter free license
- Enable invites to allow users to invite others within specified domains What is possible with a workflow task action? (Choose 2)
- A task will show up in the object's activity history
- The same workflow task can be assigned to multiple users
- A task can be reused in multiple workflow rules
- A task can be assigned to a Chatter Free user
- A task will show up in the object's activity history
- A task can be reused in multiple workflow rules Jim is a traveling sales rep and has just landed from a cross-country flight. He views his calendar in Salesforce and notices that his calendar appointments are displaying several hours off. What is likely the cause? (Choose 1)
- The time zone on Jim's user record needs to be updated to reflect the change in time zone
- Jim needs to update the time zone on his laptop to reflect the change in time zone
- The locale on Jim's user record is set incorrectly
- The salesforce org's time zone needs to be changed to reflect the change in time zone The time zone on Jim's user record needs to be updated to reflect the change in time zone The media team at Prestige Worldwide uses a custom object called "Subscriptions" in Salesforce to manage Prestige's various content offerings. Prestige offers magazines, newspapers, books, and e- books. Subscribers can be subscribed to none or any of the above offerings. What custom field type would best be used to capture this subscriber preferences in Salesforce? (Choose 1)
- Text field
- Multi-Select Picklist field
- Picklist field
- Formula field Multi-Select Picklist field What feature license is needed to use the Console for Service?
- Service Cloud User
- Salesforce CRM Content User
- Knowledge User
- Lightning Platform Flow User Service Cloud User Which option is available to a system admin when managing passwords for Salesforce Users? (Choose 3)
- Admins can customize the message sent to locked-out users
- Admin can reset passwords for all users at once
- Admins can enforce all numeric password policy
- Admins can grant users the "password never expires" permission
- Admins can assign a password to a set of users
- Admins can customize the message sent to locked-out users
- Admin can reset passwords for all users at once
- Admins can grant users the "password never expires" permission Which statement about sharing rules is true? (Choose 2)
- Sharing rules grant delete access to records
- Sharing rules grant record access to roles and public groups
- Sharing rules open up access of records
- Sharing rules are required in public read/write organizations
- Sharing rules grant record access to roles and public groups
- Sharing rules open up access of records A system admin has created a formula field on a lead object to calculate a number. How can the numerical value be mapped to the account record upon lead conversion? (Choose 1)
- The lead formula field value can be mapped to a number field on the account record
- The lead formula field value can be mapped to a standard field on the account record
- The lead formula field value can be mapped to a roll-up summary field on the account record
- The lead formula field value can be mapped to a formula field on the account record The lead formula field value can be mapped to a number field on the account record IPI support has office hours Mon-Sun 8a-8p but does not work Christmas, Thanksgiving, and several other holidays throughout the year. Cases are escalated according to working hours within the organization. How should this be configured in Salesforce? (Choose 2)
- Business hours must be configured to define the working hours Mon-Sun, 8am-8pm
- A recurring holiday must be added for each holiday and associated to the correct business hours
- It is not possible to configure holidays or business hours in Salesforce
- Salesforce automatically adds holidays based on the organization's locale
- Business hours must be configured to define the working hours Mon-Sun, 8am-8pm
- A recurring holiday must be added for each holiday and associated to the correct business hours What user interface setting must be enabled for users to edit records in a list view? (Choose 2)
- Enhanced Page Layout Editor
- Inline Editing
- Enhanced Lists
- Enhanced Profile List Views
- Inline Editing
- Enhanced Lists What are features of Content Delivery? (Choose 2)
- Send via fedex
- Auto-delete content after 30 days
- A secure URL can be generated for sharing the content
- Track and view downloads
- A secure URL can be generated for sharing the content
- Track and view downloads Which feature license can be assigned to a user record in Salesforce? (Choose 2)
- Knowledge user
- Service Cloud user
- Console user
- Opportunity user
- Knowledge user
- Service Cloud user Sales management at Universal Container needs to display the information below in each account record: amount of all closed-won opportunities, amount of all open opportunities. Which feature should a system admin use to meet this requirement? (Choose 1)
- Calculated columns in the related list
- Roll-up summary fields
- Workflow rules with field updates
- Cross-object formula fields Roll-up summary fields Universal Containers wants to capture the invoice number and account credit score for billing cases. How would an admin accomplish this? (Choose 2)
- Create custom fields
- Create a support process
- Create a validation rule
- Create a page layout
- Create custom fields
- Create a page layout In what situation should the data import wizard be used in Salesforce? (Choose 2)
- A user needs to import records only, not export
- A user needs to import more than one million records
- A user needs to import fewer than 50,000 records
- A user needs to import and export records
- A user needs to import records only, not export
- A user needs to import fewer than 50,000 records Universal Container wants to automatically backup all Salesforce data on a monthly basis. Which tool can a system admin use to meet this requirement? (Choose 1)
- Scheduled report
- Data export service
- Import wizard
- Analytic snapshot Data export service
A user is having trouble logging into Salesforce. The user's login history shows that this person has attempted to log in multiple times and has been locked out of the organization. How can the system admin help the user log into Salesforce? (Choose 2)
- Log in as the user and enter a new password
- Click "Reset password" on the user's record detail page
- Click unlock on the user's record detail page
- Send an email to user containing the user's password
- Click "Reset password" on the user's record detail page
- Click unlock on the user's record detail page What can be done with a workflow field update action? (Choose 2)
- Apply a specific value to a field
- Change the record type of a record
- Update the value of a formula field
- Update the value of a field on a child object
- Apply a specific value to a field
- Change the record type of a record When using sharing rules, what users can records be shared with? (Choose 2)
- Queues
- Profiles
- Public Groups
- Roles and suboordinates
- Public Groups
- Roles and suboordinates Universal Containers has segmented its customer base into two categories: High Wealth and Retirement. High Wealth accounts should be visible to the High Wealth Sales Team members only. Retirement accounts should be visible to all sales users. How can a system admin meet this requirement?
- Set the OWD sharing to public read-only and create a sharing rule to limit access to High Wealth
accounts
- Create a new record type for the High Wealth accounts and share the record type with High Wealth team members
- Set the OWD sharing to private and create a sharing rule to share Retirement accounts with all sales users
- Create a new profile for Retirement sales team members and remove read access to High Wealth account records Set the OWD sharing to private and create a sharing rule to share Retirement accounts with all sales users Which statement is true regarding an approval process? (Choose 2)
- The Approval History related list can be used to track the process
- An assignment rule defines the approver for each process step
- A delegated approver can reassign approval requests
- An approval action defines what happens as a result of record approval
- The Approval History related list can be used to track the process
- An approval action defines what happens as a result of record approval Jenny is a Salesforce.com admin for Inspired Products, Inc. (IPI). IPI's fiscal quarters are comprised of two four week months, and one five week month, beginning in January. IPI would like to report on their opportunity pipeline segmented by fiscal quarter. What does Jenny need to consider when configuring Salesforce? (Choose 2)
- Standard fiscal years can be configured to suite IPI's needs
- Once enabled, custom fiscal years cannot be disabled
- Custom fiscal Years are not supported in Salesforce
- A custom fiscal year would be required to suit IPI's needs
- Once enabled, custom fiscal years cannot be disabled
- A custom fiscal year would be required to suit IPI's needs Which setting can a system admin control in the Salesforce User Interface settings? (Choose 3)
- Enable hover details
- Enable collapsible sections
- Enable spell checker
- Enable enhanced list views
- Enable Chatter for specific users
- Enable hover details
- Enable collapsible sections
- Enable enhanced list views What is affected by changing the default locale setting for an organization? (Choose 1)
- Server location
- Time zone
- Language
- Date fields Date fields Which setting can a system administrator enable in the user interface? (Choose 2)
- Customizable recent tags
- Chatter messenger for specific users
- Related list hover links
- Printable list views
- Related list hover links
- Printable list views Which option is available to a system admin when managing passwords for Salesforce Users? (Choose 3)
- Admin can reset passwords for all users at once
- Admins can customize the message sent to locked-out users
- Admins can grant users the "password never expires" permission
- Admins can enforce all numeric password policy
- Admins can assign a password to a set of users
- Admin can reset passwords for all users at once
- Admins can customize the message sent to locked-out users
- Admins can grant users the "password never expires" permission Bob is a Salesforce system admin. He creates a sandbox to test a feature that will require activation. Bob submits a case to Salesforce support from the production environment. Support requests the org ID of the environment that Bob would like the feature activated within. Can Bob provide support the production org ID?
- Only in the case where the sandbox created is a developer sandbox
- Yes, the production org ID will always match the org ID of its sandboxes
- No, the production org ID will never match the org ID of any of its sandboxes
- Only in the case where the sandbox created is a full sandbox
- No, the production org ID will never match the org ID of any of its sandboxes What can an admin configure for users on the search result page (via Search Settings (Classic) or Search Layouts)? (Choose 3)
- Filters by which, users can narrow down results (via Classic Search Settings)
- Columns displayed for each object (via Search Layouts)
- Objects included in the search (via Search Layouts)
- Number of records displayed for each object (via Classic Search Settings)
- Whether document contents are searched (via Classic Search Setting
- Columns displayed for each object (via Search Layouts)
- Number of records displayed for each object (via Classic Search Settings)
- Whether document contents are searched (via Classic Search Setting Jim has logged into Salesforce. He clicks the leads ___ along the top of the screen, and then clicks the new button. He enters a lead name, company, and demographic information, and clicks save. Jim has created a lead ___ within the lead ___. (Choose 1)
- Object, record, tab
- Object, tab, record
- Tab, record, object
- Tab, object, record
Tab, record, object What is true about Themes in Lightning experience?
- Themes don't apply to Salesforce Classic or to mobile.
- Users can customize their theme choice in their user settings.
- By default, orgs use the built-in Desert Sand theme.
- Chatter External users will see the selected theme when logged in. Themes don't apply to Salesforce Classic or to mobile. Susan navigates to the leads tab and selects "Unread Leads" from the drop down menu, and is presented with a series of lead records. "Unread Leads" is an example of which of the following? (Choose 1)
- Report
- List View
- Dashboard
- Record List View What must be true in order for a user to Mass Transfer Leads? (Choose 2)
- The user must have at least READ sharing access on the records
- The user must have the Transfer Leads OR Transfer Records system permission
- The current lead owner's user account must first be deactivated
- The user must be the owner of the leads to be transferred
- The user must have at least READ sharing access on the records
- The user must have the Transfer Leads OR Transfer Records system permission Which of the following is a standard Salesforce app? (Choose 3)
- Marketing
- Accounts
- Service
- Invoices
- Sales
- Marketing
- Service
- Sales How can the background color scheme be changed for the entire Salesforce org? (Choose 1)
- From the Mobile Branding menu in Salesforce Setup
- Background themes cannot be customized
- Themes must be downloaded an App from AppExchange
- From the Themes and Branding menu in Setup From the Themes and Branding menu in Setup What is true regarding Salesforce usernames? (Choose 2)
- Usernames cannot be changed
- Usernames must be globally unique
- Usernames must be formatted as an email address
- Usernames must begin with a number
- Usernames must be globally unique
- Usernames must be formatted as an email address You are the Salesforce admin for a US-based company with a satellite office in Berlin. The Berlin office does not currently use Salesforce, but is scheduled to begin within the next few months. In order for the Berlin office to be effective, they will need to view Salesforce in German and enter currency amounts in Euros. The US office must be able to report all opportunities in US dollar amounts. A static conversion rate between USD and EUR is acceptable for launch. What do you need to consider for this implementation? (Choose 3)
- Translation must be configured for custom objects, tabs, fields and picklist values.
- Enabling multiple currencies will require feature activation by Salesforce. Feature activation can take several days to complete.
- Advanced currency management must be enabled for currency conversion.
- Multiple currencies must be enabled prior to establishing conversion rates between currencies.
- Currency exchange rates will update automatically once multiple currencies are enabled.
- Translation must be configured for custom objects, tabs, fields and picklist values.
- Enabling multiple currencies will require feature activation by Salesforce. Feature activation can take several days to complete.
- Multiple currencies must be enabled prior to establishing conversion rates between currencies. Sales reps at UC should not be able to create leads, delete their own accounts, or send mass emails. How can an admin meet these requirements?
- Modify a standard profile
- Change the Organization Wide Defaults settings
- Create a sharing rule
- Create a custom profile Create a custom profile Sales Manager wants all Sales Users in the department to see a Dashboard that displays Total Closed/Won Opportunity Amount by User on a monthly basis. That way, the Sales Users can compare their performance to their peers. How can the Administrator meet this requirement? (Choose 1)
- Ask the Sales Manager to create the Dashboard from the Opportunities by User Report and save it to her private Dashboards Folder.
- Ask the Sales Manager to create the Dashboard from the Opportunities by User Report, select "View Dashboard as Me" and save in the shared Dashboard Folder.
- Create the Dashboard from the Opportunities by User Report, then save it in the shared Dashboard Folder as a Dynamic Dashboard.
- Create the Dashboard from the Opportunities by User Report, select the Sales Manager as Run As User and Save in the private Dashboard Folder. Ask the Sales Manager to create the Dashboard from the Opportunities by User Report, select "View Dashboard as Me" and save in the shared Dashboard Folder. The Organization Wide Defaults for Opportunity are set to "read only". A custom field "Commission" has been added to the Opportunity object. Each user should be able to view this field for records that they own, but not for records they do not own. How can this be accomplished using Salesforce security config? (Choose 1)
- Set field-level security to hidden on the Commission field for the appropriate profiles, and use a
sharing rule to grant access to users to view the Commission field on records they own.
- Set field-level security to hidden on the Commission field for the appropriate profiles.
- Set field-level security to hidden on the Commission field for the appropriate profiles, and create permission sets to grant access to users to view Comission field on records they own.
- This scenario cannot be fully solved using the Salesforce security configuration. A custom approach will be required. This scenario cannot be fully solved using the Salesforce security configuration. A custom approach will be required. How long can a New User 'Welcome to Salesforce' link be valid? (Choose 1)
- 180 Days
- 1 Day
- Configurable to 1 Day, 7 Days or 180 Days
- 7 Days Configurable to 1 Day, 7 Days or 180 Days Universal Containers stores employee evaluations in a custom object. The employee evaluations object's organization-wide default sharing is set to "Private." What must be true in order for a manager to see another person's employee evaluation records? (Choose 2)
- The Org-wide default must be set to "Grant Access Using Hierarchies."
- The person must authorize the manager to see the evaluations via change set.
- The manager must be above the person in the role hierarchy.
- The manager's profile must have the "Manage Custom Objects" permission.
- The Org-wide default must be set to "Grant Access Using Hierarchies."
- The manager must be above the person in the role hierarchy. Universal Containers set the organization-wide default for opportunities to private. Which record will an opportunity pipeline report return?
- Opportunities owned by the user running the report and users in the same role in the role hierarchy
- Opportunities owned by the user running the report and users below them in the role hierarchy
- Opportunities for which the user running the report is also the account owner
- Opportunities for the entire sales organization regardless of the user running the report Opportunities owned by the user running the report and users below them in the role hierarchy Customer service reps must be able to create cases and edit cases that they own. However, they should not be able to view cases owned by any other users. Org-wide defaults for the case object must be set to which of the following? (Choose 1)
- Public read/write
- Public read only
- Not visible
- Private Private The marketing team, several (but not all) executive users, and several (but not all) users from sales ops should be granted the ability to access several list views and a report folder. As the Salesforce admin, how would you structure access? (Choose 1)
- Specify the named users and roles within the sharing criteria for each list view and the report folder.
- Create new public group and assign each user to this group. Specify the public group within the sharing criteria for each list view and the folder report.
- Create a new permission set and assign each user to the permission set. Specify access to the list views and report folder within the permission set.
- Create a new role and assign each user to this role. Specify this role within the sharing criteria for each list view and the report folder. Create new public group and assign each user to this group. Specify the public group within the sharing criteria for each list view and the folder report. What permission is set in a user profile? (Choose 3)
- Mass email
- Marketing user
- Run reports