The administrator for Cloud Kicks needs to give access to a new custom object with custom fields to more than one user. Which two options should an administrator use to meet this requirement?
Choose 2 answers
A.
Add to manual sharing list
B.
Assign permission set group to Users
C.
Create a Permission Set
D.
Edit organization-wide defaults
Assign permission set group to Users
Create a Permission Set
A permission set group is a collection ofpermission sets that can be assigned
to users as one unit; it simplifies permission management by reducing the number of permission assignments needed for users who require multiple permission sets. A permission set is a collection of settings and permissions that give users access to various tools and functions in Salesforce; it can be used to extend users’ access beyond their profile without changing their profile. Creating permission sets and assigning permission set groups can help Cloud Kicks give access to new custom object with custom fields to more than one user by creating permission sets that include access to new custom object with custom fields and assigning permission set groups that contain those permission sets
to users who need them. Adding users to manual sharing list or editing organization-wide defaults are not options for giving access to new custom object with custom fields to more than one user; they either do not apply to custom objects or do not grant object-level access.
References:https://help.salesforce.com/s/articleView?id=sf.perm_sets_overview.htm&type=5https://hel
p.salesforce.com/s/articleView?id=sf.perm_set_groups_overview.htm&type=5
Ursa Major classifies its accounts as Silver, Gold, or Platinum Level. When a new case is created for a Silver or Gold partner, it should to the Regular Support Queue. When an account is Platinum Level, it should automatically go to the Priority Support Queue. What should the administrator use to achieve this?
A.
Assignment Rules
B.
Case Rules
C.
Workflow Rules
D.
Escalation Rules
Assignment Rules
Assignment rules are tools that allow administrators to automatically route
records to users or queues based on certain criteria. For example, an assignment rule can assign cases to different queues based on case priority, origin, type, or other fields. Assignment rules can be triggered when records are created manually, via email, web, or API. Assignment rules consist of multiple rule entries that define the criteria and actions for each assignment scenario. References:https://help.salesforce.com/s/articleView?id=sf.customize_leadrules.htm&type=5https://help
.salesforce.com/s/articleView?id=sf.customize_casesupport_assign.htm&type=5
An administrator at Cloud Kicks wants to deactivate a User who has left the company. What are two reasons that would prevent a user from being deactivated? Choose 2 answers
A.
The use is part of a territory hierarchy.
B.
The User is in a Custom hierarchy field.
C.
The User is assigned in workflow email alert.
D.
The User is the highest role in the role hierarchy
The use is part of a territory hierarchy.
The User is assigned in workflow email alert.
Two reasons that would prevent a user from being deactivated are that the
user is part of a territory hierarchy or that the user is assigned in workflow email alert. A territory hierarchy is a structure that defines howterritories are related to each other in Salesforce; if a user is part of a territory hierarchy, they cannot be deactivated until they are removed from all territories. A workflow email alert is an action that sends an email to one or more recipients when a workflow rule is triggered; if a user is assigned in workflow email alert, they cannot be deactivated until they are removed from all email alerts. The user being in a custom hierarchy field or being the highest role in role hierarchy are not reasons
that would prevent deactivation; they may affect data visibility or record ownership after deactivation, but they do not block deactivation itself.
References:https://help.salesforce.com/s/articleView?id=sf.users_deactivate_consider
ations.htm&type=5
A new Sales Rep at Ursa Major has a qualified lead that is ready for conversation.
When using the Lead Conversion process, which two records can be Created?
Choose 2 answers
A.
Account
B.
Campaign
C.
Case
D.
Contact
Account
Contact
Account and contact are two records that can be created when using the
lead conversion process. The lead conversion process converts a lead into an account, a contact, andoptionally, an opportunity.
References:https://help.salesforce.com/s/articleView?id=sf.convert_lead.htm&t
ype=5
Universal Containers requires that when an Opportunity is closed won, all other open opportunities on the same account must be marked as closed lost.
Which automation solution should an administrator use to implement this request?
A.
Quick Action
B.
Workflow Rule
C.
Flow Builder
D.
Outbound Message
Flow Builder
Flow Builder allows you tocreate an automated business process that can
update records based on certain criteria. You can use a scheduled flow to run once a week and count the number of open cases related to an account.
References: https://help.salesforce.com/s/articleView?id=sf.flow_builder_overview.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.flow_concepts_scheduled_start.htm&type=5
The DreamHouse Realty team has a master-detail relationship set up with open house as the parent object and visitors as the child object. What type of field should the administrator add to the openhouse object to track number of visitors?
A.
Roll-up Summary.
B.
Multi-select Picklist
C.
Cross-object formula field
D.
Indirect lookup
Roll-up Summary.
A roll-up summary field is a type of field that calculates values from related
records, such as the count of child records or the sum of a field on child records. In this case, the administrator can add a roll-up summary field to the open house object to track the number of visitors by counting the child records on the visitors
object.
References:https://help.salesforce.com/s/articleView?id=sf.fields_about_roll_up_summary_fields.htm&type=5
The administrator has been asked to automate a simple field update on the account. When a support agent changes the status of the account to ‘Audited’, they would like the system to automatically update the Audited date field on the account with today’s date. Which tool should the administrator use to complete this automation?
A.
Approval process
B.
Formula Field
C.
Flow Builder
D.
Validation Rule
Formula Field
A formula field is a type of field thatcalculates a value based on an expression or formula that references other fields or constants. For example, a formula field can display today’s date by using the TODAY() function. In this case, the administrator can create a formula field on the account object that updates the audited date field with today’s date when the status of the account is changed to
‘Audited’.
References:https://help.salesforce.com/s/articleView?id=sf.fields_about_formulas.
htm&type=5
The sales manager at cloud Kicks approves time off for their employees. They asked the administrator to ensure these requests are seen and responded to by a backup manager while the sales manager is out on vacation. What should administrator use to fulfill the requirement?
A.
Delegated approver
B.
Two step Approval process
C.
Approval history related list
D.
Delegated Administrator
Delegated approver
Delegated approver is a feature that should be used to fulfill this requirement.
Delegated approver allows users to delegate their approval authority to another user for a specified period of time, such as when they are out on vacation. Users can specify which approval requests they want to delegate and who they want to delegate them to.
References:https://help.salesforce.com/s/articleView?id=sf.approvals_delegate.htm&typ
e=5
Ursa Major Solar has a path on Case. The company wants to require its users to follow the status values as they are on the path. Agents should be prohibited from reverting the Case back to a previous status. Which feature should an administrator use to fulfill this request?
A.
Predefined Field Values
B.
Global Value Picklists
C.
Dependent Picklists
D.
Validation Rules
Validation Rules
To require users to follow the status values as they are on the path and
prevent them from reverting back to previous status values, the administrator should use validation rules that check if the statusfield value is changed from one value to another value that is not allowed by business logic. For example, if status values are New > In Progress > Closed, then a validation rule can check if status is changed from Closed to In Progress or New, and show an error message if true. Predefined Field Values, Global Value Picklists, and Dependent Picklists are not able to enforce status progression or prevent status
reversion.
References:https://help.salesforce.com/s/articleView?id=sf.validation_rules_over
view.htm&type=5
The administrator at AW Computing wants to send off client welcome tasks and a welcome email to the primary contact automatically when an Opportunity is Closed won. What automation tool best accomplishes this?
A.
Validation Rule
B.
Outbound Message
C.
Approval Process
D.
Process Builder
Process Builder
Process Builder is a tool that can be used to automate business processes
by creating record-triggered flows that execute actions when certain conditions are met. In this case, Process Builder can be used to create a flow that executes when an opportunity is closed won and creates a client welcome task and a welcome email for the primary contact.
References:https://help.salesforce.com/s/articleView?id=sf.process_which_tool.htm
&type=5
At universal Containers, users would like to be able to share Salesforce records with other members of their team, while collaborating around general topics as well. Which are two considerations for enabling this functionality?
Choose 2 answers
A.
Collaboration groups are created automatically for every department.
B.
Object layouts should be configured to include the groups related list.
C.
The Add Record action must be configured in the group publisher.
D.
An administrator needs to create a group to enable record sharing
Object layouts should be configured to include the groups related list.
The Add Record action must be configured in the group publisher.
To enable record sharing and collaboration with groups, you need to add the
groups related list to the object layouts and configure the Add Record action in the group publisher.
References: https://help.salesforce.com/s/articleView?id=sf.collab_groups_records.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.collab_groups_record_actions.htm&type=5
Cloud Kicks is working on a better way to track its product shipments utilizing Salesforce. Which field type should an administrator use to capture coordinates?
A.
Geolocation
B.
Geofence
C.
Custom address
D.
External lookup
Geolocation
Geolocation fields allow you to store the latitude and longitude coordinates
of a location. They can be used to calculate distances between records and display maps of accounts, contacts, leads, or other custom objects.
References:https://help.salesforce.com/s/articleView?id=sf.customize_geoloc.htm&
type=5
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