CSA Organization Setup & User Management 3 — Questions and Answers
Question 1: What is the purpose of a Salesforce Role Hierarchy?
- To define what fields users can see
- To control record access by granting managers visibility into subordinates' records (Correct answer)
- To assign page layouts to users
- To determine which apps appear on the navigation bar
Correct answer: To control record access by granting managers visibility into subordinates' records
The Role Hierarchy controls data visibility, allowing users higher in the hierarchy to see records owned by users below them.
Question 2: Which of the following can a Delegated Administrator NOT do?
- Create and edit users in specified roles
- Unlock users
- Assign specified profiles to users
- Modify profiles (Correct answer)
Correct answer: Modify profiles
Delegated Administrators can manage users and assign profiles but cannot create or modify the profiles themselves.
Question 3: An admin wants to give a specific user extra permissions without changing their profile. What should the admin use?
- A second profile
- A Permission Set (Correct answer)
- A Role
- A Sharing Rule
Correct answer: A Permission Set
Permission Sets grant additional permissions to individual users on top of what their profile already provides.
Question 4: How many profiles can a single Salesforce user be assigned?
- Unlimited
- Up to 5
- Exactly one (Correct answer)
- Two (base + permission set group)
Correct answer: Exactly one
Each user can only be assigned one profile, though multiple permission sets can supplement it.
Question 5: A user needs to be temporarily deactivated while on leave, then reactivated. What is the correct approach?
- Delete and recreate the user
- Deactivate the user record and reactivate it later (Correct answer)
- Change the user's profile to a restricted one
- Remove the user's role
Correct answer: Deactivate the user record and reactivate it later
Admins can deactivate a user to prevent login and simply reactivate the same record when the user returns.
Question 6: Which object stores the configuration for a group of permissions that can be assigned to multiple users?
- Role
- Group
- Permission Set (Correct answer)
- Profile
Correct answer: Permission Set
Permission Sets are collections of settings and permissions that can be assigned to any number of users.
Question 7: What is a Permission Set Group in Salesforce?
- A group of users who share the same permission set
- A bundle of permission sets assigned together as a single unit (Correct answer)
- A type of role that includes profile permissions
- A sharing rule that applies to a set of users
Correct answer: A bundle of permission sets assigned together as a single unit
A Permission Set Group bundles multiple permission sets so they can be assigned to users as one combined unit.
CSA Organization Setup & User Management 3
What is the purpose of a Salesforce Role Hierarchy?