Salesforce Certification Practice Test
Carlos and Josh work for Cloudy Computing's Recruitment department. They should both be able to examine and edit applications, but only Josh should be able to delete them as the Manager. The ‘Recruitment Team' profile is now allocated to both users. What is the best way to accomplish this with Salesforce?
There is no need to establish a custom profile because the additional delete permission is just for one user. It would be more efficient to build a permission set and apply it to Josh that includes the ability to delete Application entries.
Josh will obtain visibility and access to records that Carlos owns if he is assigned a role higher than Carlos. Josh will not be able to delete records because of the role hierarchy.
When is it better to use the Data Import Wizard instead of the Data Loader?
Custom objects and field auto-mapping are supported by both the Data Import Wizard and the Data Loader.
The Data Import Wizard allows you to load up to 50,000 records, while the Data Loader allows you to import up to 5,000,000.
When you need deduplication, you should use the Data Import Wizard instead of the Data Loader, because the Data Loader does not have this feature. You can opt to dedupe data using the Data Import Wizard by selecting matching criteria such as Email or ID.
Cloudy Computing has two sales teams that work together to market products and services. During the sale, each team follows a separate set of actions and collects different information. What Salesforce features will help you the most in this situation?
This requirement can be met by creating two record types, two sales processes and two page layouts.
A sales process should be defined with the relevant Opportunity stages selected
A page layout should be defined with the relevant fields included
A record type should be created and a sales process and page layout associated with it
_______________, validation rules are triggered.
Validation rules are triggered upon saving a record. Validation rules verify that the data a user enters in a record meets the requirements (rules) you specify before they can save the record. If a record meets the requirements it will be saved. If a record does not meet the requirements, an error message will be displayed.
Opportunities records in Cloudy Computing come in a variety of formats. Users say that selecting a record type each time they create an Opportunity is inconvenient. What advice could you offer as a Salesforce Administrator?
Although a default record type can be established at the profile level by a Salesforce Administrator, if more than one record type is active, the default will simply be picked, but the user will still be presented with the record type selection screen.
By skipping the record type selection box, we can shorten the navigation (fewer clicks = happier users!). We may accomplish this by informing users that their default record type can be changed in Settings. When they create a record, they will no longer see the record type selection screen because they have chosen their default record type.
For added protection, Cloudy Computing has developed Trusted IP Ranges. A user is attempting to log in from a location outside of the declared trustworthy IP ranges. In this circumstance, what will happen?
Through Network Access, an Administrator can specify a list of Trusted IP addresses that applies to all users in the company. A login challenge will not be sent to a person who logs in from a trusted IP address.
If a user attempts to log in from an IP address outside of the trusted range, they will receive a verification code. They may access Salesforce after entering the code.
Cloudy Computing's VP of Sales would like a report on Opportunities organized by sales stage. What form of report would be appropriate for this situation?
Users can aggregate rows of data, check subtotals, and build charts with summary reports. This report type can be used to display subtotals based on the value of a specific field.
What isn't a Macro type?
There is no macro called “Invokable Macro”. The 3 types of macros are:
Regular Macro – these macros perform actions that can be undone, for example, the macro selects the correct email template but does not send it
Irreversible Macro – these macros perform actions such as sending an email to a customer and cannot be undone
Bulk Macro – these macros can run on multiple records at the same time
Due to the rapid growth of Cloudy Computing, the Salesforce Administrator has developed a limited group of Super Users that will provide first-line support. Some existing extra Permission Sets, such as "Export Reports," "Delete Public List Views," and "Delete Accounts," will be required by all Super Users. What should you do as the Administrator?
There is no need to create a new profile because there are only a few users that want additional access. While the Administrator might assign each Super User to one of the existing Permission Sets, this would take a long time. Combining the three existing Permission Sets into a Permission Set Group and assigning the Group to each Super User would be a preferable solution.
If more Super Users are needed in the future, adding the Permission Set Group will be simple.
What Workflow action isn't supported in Process Builder?
Outbound Message actions are NOT available in Process Builder. An Outbound Message sends information to a designated endpoint, like an external service.
Cloudy Computing, a corporation established in the United States, has just launched a small European office in France. The European team has requested that they be able to communicate in French. What should the Administrator recommend to ensure that all users have the correct language?
The default language for an org is set on the Company Information page. An Administrator can set a different default language when creating or editing a User record. Users can change their default language via the Language and Time Zone settings in their Personal Settings.
In this example, only a small number of users require a different language so the company default should remain English. Whilst the Administrator could manually update the language settings for each French user, it would be best practice to show the users how they can change their own language settings in Personal Settings.
From Setup > Company Settings > Company Information
Which of the following can be used to make fields invisible or read-only?
An Administrator can control field access such as visibility and read-only based on Profile. This can be done by navigating to the field in ‘Fields & Relationships’ and choosing ‘Set Field-Level Security’.
AppExchange solutions come in five types:
The five types of AppExchange solutions are Apps, Bolt Solutions, Flow Solutions, Lightning Data, Components
There is no such thing as Industry Solutions or Community Solutions. Bolt Solutions are ready made community templates based on industry specific criteria.
There is no such thing as Classic Solutions.
Salesforce Quotes are something Cloudy Computing would like to be able to generate. Account Name, Amount, and any discounts should all be included in quotes. Salesforce quotes should also be able to be emailed to customers. What would you recommend as a Salesforce Administrator?
A Salesforce Administrator can enable the native Quotes functionality in Salesforce.
Quotes can be generated from an Opportunity and it’s related products. A Quote can be configured to display certain fields, including Account, Amount and Discount. Each Opportunity can have multiple associated Quotes, but only one can be synced with an Opportunity at any time. When a Quote and an Opportunity are synced, any change to line items in the quote syncs with Products on the Opportunity, and vice versa. Quotes can be generated as PDFs and emailed directly to customers from Salesforce.
Forecast categories have standard values such as:
The standard values for forecast categories are Pipeline, Best Case, Commit, Omitted, and Closed.
Cloudy Computing wants to use Salesforce to educate their support staff as they collect information from customers to improve their customer service. They want support reps to be able to view the fields they need to fill out automatically, as well as suggestions on what questions to ask customers. What would you suggest?
A Screen Flow should be used to achieve this scenario. Screen Flows can be used to guide users through a business process, displaying the fields you determine and can also include additional guidance.
Before you create an Email Alert, what do you need to set up?
Email alerts use email templates and these must be configured prior to creating the email alert. The email template controls the body and subject of the email that is sent. You can also create letterheads but this is not required.
Salesforce users have submitted a large number of support tickets to Cloudy Computing. What functionality might you use as the Administrator to make troubleshooting easier?
Administrators can enable ‘Administrators Can Log In As Any User’ in Setup > Security > Login Access Policies. When this feature is enabled, an Administrator can login as any user without requesting permission.
Every opportunity with a discount more than 30% should be informed and approved by Cloudy Computing's VP of Sales. Which solution should you recommend as the Administrator?
An Approval Process should be created on the Opportunity object with entry criteria stating that the Discount % value must be greater than 30%.
Which of the following fields for Dependent Picklists CANNOT be a controlling field?
Multi-select picklists can be dependent picklists but not controlling fields.
The VP of Customer Service at Cloudy Computing mistakenly created 100 cases in Salesforce while testing a new feature. What's the easiest way to delete them?
You can delete up to 250 Accounts, Leads, Activities, Contacts, Cases, Solutions, Products and Reports at one time using the Mass Delete Records function in Salesforce. Data Loader could also be used, however for 100 Cases, Mass Delete Records would be the better option.
On the Opportunity object, Cloudy Computing features a special picklist field for "Team." They want the identical picklist field and picklist values to show on Account, Contact, and a variety of custom objects. What Salesforce functionality might be able to help with this?
A global value set can be used to share and restrict values across objects and custom picklist fields. Any custom picklist using the global value set will be restricted to values listed in the global value set by default.
Cloudy Computing would wish to be able to connect Cases that are related. What would you suggest as the administrator?
Case hierarchies can be used to link Cases together. A user can complete the “Parent Case” field on the child case to create a Case hierarchy and relationship between Cases.
What is the function of a Roll-up Summary field?
A Roll-up Summary field is a field that aggregates child record information into the parent record. For example, if you implemented a Discount field at the Product level, you could roll that field value up to Opportunity level, giving you the total discount.
Beth the Admin, on behalf of Cloudy Computing, would like to create a new field. The field should allow for font styling, such as bold or italic, as well as the addition of links and images. What type of field should be used?
Text Area (Rich) fields support the formatting of text including:
Formatting Font (Bold, Italic, Underline, Strikethrough)
Format Body (Bulleted List, Numbered List, Indent, and Outdent)
Align Text (Left, Right, Center)