0% found this document useful (0 votes)
56 views

Standard and Custom Objects 14% - Answers

The document provides examples of configuration questions and answers related to Salesforce administration. It covers topics like page layout configuration, field visibility, record type assignment, and field tracking. Proper configuration of objects, fields, profiles, and page layouts is required to meet business needs around data access and workflow.
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
56 views

Standard and Custom Objects 14% - Answers

The document provides examples of configuration questions and answers related to Salesforce administration. It covers topics like page layout configuration, field visibility, record type assignment, and field tracking. Proper configuration of objects, fields, profiles, and page layouts is required to meet business needs around data access and workflow.
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 10

1) The administrator has been asked to configure the commission field for departments as

follows:
 Sales operations: modifiable
 Account executives: read-only
 Marketing: not visible
What is the minimum number of page layouts required?
o 0
o 1
o 2
o 3
https://certifiedondemand.com/courses/225003/lectures/3646020#ref=398

2) Mary works in finance and finds that she is frequently searching for the account number
from Salesforce in the company’s internal billing system. To perform the search, she
copies the account number from Salesforce, opens a new tab in her browser, navigates to
the page for the internal billing system, pastes in the account number, and then clicks
search. What features of Salesforce can be leveraged to make this process more efficient
for Mary?

o Create a list view on accounts to display the most recently viewed accounts.
o Create a custom link to the internal billing system (passing the account number as a
variable if possible) and add the link to the account page layout.
o Add the account number to the search filters under the account search layouts in
Salesforce.
o Customize the global user interface settings to automatically display the internal billing
system's search page.
https://certifiedondemand.com/courses/225003/lectures/3646020#ref=402

3) How should a system administrator ensure that users assigned to the “Support User”
profile cannot access any opportunity records?
o Configure the tab settings for the opportunity object to "Hidden" in the "Support User"
profile
o Configure the tab settings for the opportunity object to "Default Off" in the "Support
User" profile
o Remove the opportunity tab from any applications that the "Support User" profile can
access
o Remove "read" access to the opportunity object for the "Support User" profile
https://certifiedondemand.com/courses/225003/lectures/3646020#ref=412
4) The marketing and sales teams in your organization would like information displayed on
the opportunity in slightly different ways. Both teams should have access to the same
information, but marketing would like lead source displayed near the top of the page,
while the sales team would like lead source near the bottom. How can this be configured
in Salesforce?

o Configure two different page layouts and instruct users to select the appropriate layout.
o This requirement cannot be met with standard Salesforce configuration.
o Configure and assign a single page layout for both groups. Configure the layout to
display as appropriate based on the user's profile.
o Configure and assign two different page layouts: one for marketing and one for sales.
https://certifiedondemand.com/courses/225003/lectures/3646020#ref=396

5) As a new administrator for Univeral Products Inc (UPI), you have inherited an existing
Salesforce environment. You notice that when you click the edit button on an
opportunity record, a custom user interface is presented. What would explain why this is
happening? (Select 2 answers)

o A custom edit button has been added to the page layout


o A separate page layout has been assigned to the edit button
o The standard edit button has been overridden with a VisualForce page
o The sales process has been configured to include custom components
https://certifiedondemand.com/courses/225003/lectures/3646020#ref=403

6) Which of the following elements of a page layout can be configured by a system


administrator? (Select 3 answers)

o Records within a related list


o Tab order within sections
o Buttons within related lists
o Fields within related lists
https://certifiedondemand.com/courses/225003/lectures/3646020#ref=395

7) An integration references the “Product Interest” custom field on the opportunity object.
How can an administrator rename this field without modifying the existing integration?
o Modify the field definition and change the field name and label
o Modify the field definition and change the field name
o Modify the field definition and change the field label
o Delete and re-create the field with the appropriate label and name
https://certifiedondemand.com/courses/225003/lectures/3658630#ref=419

8) An administrator has been asked to allow users to add formatting (text, italics, etc.) to the
description standard field on the opportunity object. How should the administrator
approach this scenario?

o Change the field type of the description standard field to "Text Area"
o Change the field type of the description standard field to "Text Area (Rich)"
o Create a new field of type "Text Area (Rich)" and migrate the data within the description
standard field to this field
o Create a new field of type "Text Area" and migrate the data within the description
standard field to this field
https://certifiedondemand.com/courses/225003/lectures/3658630#ref=456

9) An administrator wants to disable the selection of an existing picklist value without


changing or reassigning existing values. What action should the administrator take?

o Promote the picklist field into a global picklist


o Delete the picklist value
o Deactivate the picklist value
o Reassign the picklist value
https://certifiedondemand.com/courses/225003/lectures/3658630#ref=452

10) An administrator has been tasked with capturing the reason why opportunities are won
and why they are lost. The sales operations team has come up with a short list of reasons
for each. How should the administrator configure this in Salesforce? (Select 2 answers)

o Create a field "Reason Won/Lost" on the opportunity object. Include all picklist values.
o Create a field "Reason Won" on the opportunity object. Include only the corresponding
picklist values (reasons won).
o Create a field "Reason Lost" on the opportunity object. Include only the corresponding
picklist values (reasons lost).
o Create a field dependency between Opportunity Stage and "Reason Won/Lost" to select
the appropriate values.
https://certifiedondemand.com/courses/225003/lectures/3658630#ref=436

11) An opportunity record was updated erroneously in Salesforce and the administrator has
been tasked with understanding who and why this data was changed. What options does
the administrator have to discover who updated specific fields on an opportunity record?

o Review the setup audit log trail


o If field history tracking was enabled prior to the erroneous update, review field history
changes
o If field history tracking was not enabled prior to the erroneous update, enable field
history tracking and review field history changes
o Open the recycle bin to view a previous version of the record
https://certifiedondemand.com/courses/225003/lectures/3658630#ref=465

12) Two record types exist on the opportunity object: hardware and software. How can the
administrator ensure that users in the hardware division can view all hardware
opportunities? The organization-wide default setting for the opportunity object is set to
private. (Select 2 answers)

o Ensure that all users are assigned to the "Hardware User" profile
o Assign the "Hardware" record type to the "Hardware User" profile
o Create a criteria-based sharing rule to share opportunities of the "Hardware" record type
with the "Hardware Team" role
o Ensure that all hardware users are assigned to the "Hardware Team" role
https://certifiedondemand.com/courses/225003/lectures/3609195#ref=362

13) Jim is assigned the “Sales User” profile which includes the “SMB” opportunity record
type. Jim is also assigned a permission set that grants the “Enterprise” opportunity record
type. When Jim creates an opportunity record, which of the following are possible
results? (Select 2 answers)

o He will not be prompted to select a record type


o He will be prompted to select a record type after the opportunity edit page
o He will be prompted to select a record type before the opportunity edit page
o He will be asked to choose his record type preferences
https://certifiedondemand.com/courses/225003/lectures/3666146#ref=1264
14) In order to add the picklist value “Closed – Unresolved” to the Status field on the
“Customer Support” record type on the case object, what must an administrator
configure? (Select 2 answers)

o Add the value "Closed - Unresolved" to the Status field


o Ensure the "Closed - Unresolved" value is selectable within the "Customer Support"
record type
o Ensure the "Closed - Unresolved" value is selectable within the corresponding business
process
o The new picklist value will automatically be selectable once added
https://certifiedondemand.com/courses/225003/lectures/3666146#ref=480

15) Universal Cleaning Inc (UCI) has two sales divisions: Commercial and Residential.
Each sales division would like to capture the information that is most relevant to them on
the opportunity page, and several shared fields (e.g. lead source) will require different
drop-down values. What approach would be best in this scenario?

o Implement separate roles for each sales division


o Implement separate page layouts for each sales division
o Implement separate record types and page layouts for each sales division
o Capture the opportunity data for one division in a custom object
https://certifiedondemand.com/courses/225003/lectures/3666146#ref=496

16) Mary is an account executive at your organization. Upon authenticating to Salesforce,


she is brought into Lightning Experience. She notices that she can no longer switch back
to Salesforce Classic. What could cause this to occur? (Select 2 answers)

o The setting "Keep Lightning Experience Users in Lightning Experience Only" is enabled
o Mary's profile has the "Lightning Experience User" permission disabled
o Mary is assigned the "Hide Option to Switch to Salesforce Classic" via permission set
o Mary is assigned the "Lightning Experience User" permission via permission set
https://certifiedondemand.com/courses/225003/lectures/6801063#ref=10158

17) Your organization has added a custom picklist field on the account object “Account
Status” with 3 values: “Active”, “Inactive”, and “Under Review”. Based on the account
status, text-based information should be displayed to the user with additional details. If
all users are utilizing Lightning Experience, which of the following would be appropriate
to consider? (Select 2 answers)
o Create a path based on account status and add the path component to the appropriate
Lightning record page
o Create a formula field with conditions for each account status to display the appropriate
text
o Add 3 rich text components to the appropriate Lightning record page, applying a filter
based on account status to each component
o Add a flow based on account status to the appropriate Lightning record page

https://certifiedondemand.com/courses/225003/lectures/6801063#ref=647

18) Your sales team has requested that the field “Account Status” be displayed on the
opportunity record. How can this be accomplished in Salesforce?

o Add a Rich Text component to the opportunity Lightning record page


o Add a Record Detail component to the opportunity Lightning record page
o Add a Related Record component to the opportunity Lightning record page
o This cannot be accomplished without a formula field
https://certifiedondemand.com/courses/225003/lectures/6801063#ref=10062

19) The sales and support teams within your organization want to see account information
represented in different ways. The sales team prefers a series of tabs with information
under each tab, while the support team prefers all information displayed on the page
without any tabs.
All members within the sales team are assigned the “Sales Professional” profile, while all
members of the support team are assigned the “Customer Service Representative” profile.
No record types have been added to the account object. Which of the following approaches
should be considered? (Select 2 answers)

o Create two page layouts and assign to each user profile accordingly.
o Implement record types on the account object: one for sales and one for support.
o Create two Lightning record pages and create assignments based on profile, record
type, and application.
o Create two Lightning applications and two Lightning record pages. Assign one
Lightning application to each profile and assign each Lightning record page based on
application.
https://certifiedondemand.com/courses/225003/lectures/6801063#ref=10063
20) Your organization has two record types on the account object: Active, and Inactive. How
can an administrator ensure that specific fields are read-only for inactive accounts?

o Create a separate Lightning record page for inactive accounts. Use profile, record type,
and application assignments to ensure that this layout is selected for the appropriate
record type.
o Create a separate page layout and Lightning record page for inactive accounts. Use page
layout assignments and Lightning record page assignments to ensure each layout and
record page is selected when appropriate.
o Create a separate page layout for inactive accounts, with the desired fields marked as
read-only. Ensure this page layout is assigned to the appropriate record type.
o Using a single Lightning record page with conditional logic applied within the
appropriate component(s).
https://certifiedondemand.com/courses/225003/lectures/6801063#ref=10101

21) Which object stores the records that represent the relationship between a lead and a
campaign?

o Campaign
o Lead
o Campaign Member
o Campaign Relationship
https://certifiedondemand.com/courses/225003/lectures/3674949#ref=505

22) Which of the following is NOT a valid format for an auto-number display format within a
custom object?

o {0}
o Case-{YYYY}
o Bug-{0000}
o {YYYY}{MM}-{0}
https://certifiedondemand.com/courses/225003/lectures/3674949#ref=516

23) Which of the following characteristics are associated with a master-detail relationship?
(Select 2 answers)

o The detail object must be configured to use an auto-number display format


o A master record must be selected when creating a detail record
o Detail record security is influenced by the master record
o A detail record is created automatically when a master record is created
https://certifiedondemand.com/courses/225003/lectures/3674949#ref=531

24) The sales team has asked that the opportunity Stage field is renamed to “Status”. How
can this be accomplished?

o Modify the stage field definition, and change the field label to "Status"
o Use the Rename Tabs and Fields menu to rename the stage field
o The stage field cannot be renamed
o The translation workbench must be used to rename the Stage field
https://certifiedondemand.com/courses/225003/lectures/3674949#ref=551

25) An account record in Salesforce can have many associated account numbers in an
external system. When an account is deleted in Salesforce, the related external account
numbers should no longer be searchable within Salesforce. What methods should a
system administrator consider using to manage this information? (Select 2 answers)

o Create an "Account Number" object and link to the Account object with a lookup
relationship
o Create an "Account Number" object and link to the Account object with a master-detail
relationship
o Create a Text Area (Long) field on the Account object to store a list of account numbers
o Create Account Number 1 through Account Number 50 fields (50 fields) on the account
object to store account numbers
https://certifiedondemand.com/courses/225003/lectures/3674949#ref=531

26) A custom field Purchase_Order__c has been created on the opportunity object. An
external system regularly inserts a list of opportunity records, populating this field during
the upload process. A mistake was made and Purchase_Order__c was deleted. The field
was undeleted, however, now the external process is now failing. What could cause this
to occur?

o The field type is automatically changed during the restoration process


o The API cannot reference a field that has been restored
o The field needs to be re-added to the opportunity object after it is restored
o The field Purchase_Order__c was renamed Purchase_Order_del__c
https://certifiedondemand.com/courses/225003/lectures/3674949#ref=561
27) For each account record, the sales team would like to see the total value of opportunities
won and the total value of all opportunities (regardless of stage). How can a system
administrator accomplish this?

o Create 1 roll-up summary field and 1 formula field


o Create 2 formula fields
o Create 2 roll-up summary fields
o Process builder or apex code is required
https://certifiedondemand.com/courses/225003/lectures/3674949#ref=532

28) Which of the following is the correct syntax for a formula to display the date 7 days after
today’s date?
o TODAY + 7
o TODAY() + 7
o CreatedDate + 7
o Salesforce formulas cannot calculate when a date occurs in the next month/year without
additional logic.
https://certifiedondemand.com/courses/225003/lectures/3678989#ref=574

29) When viewing an opportunity record, the sales team would like to see the total lifetime
sales of the associated account. How can an administrator configure this in Salesforce?
(Select 2 answers)

o Create a formula field on the opportunity that references the "Total Lifetime Sales" field
on the account.
o Add the "Total Lifetime Sales" field to the opportunity page layout.
o Create a rollup summary field on the account labeled "Total Lifetime Sales" that
summarizes the amount field of closed/won opportunities.
o Create a rollup summary field on the opportunity labeled "Total Lifetime Sales" that
summarizes the amount field of closed/won opportunities.
https://certifiedondemand.com/courses/225003/lectures/3674949#ref=532

30) Which of the following is NOT a valid formula function?

o LEFT()
o LEN()
o TEXT()
o LASTMODIFIED()
https://certifiedondemand.com/courses/225003/lectures/3678989#ref=574

31) The syntax of a formula field references the variable $Profile.Name. Will the result of the
formula change based on who is currently logged in to Salesforce?

o Only if the administrator has defined global variables.


o It depends on the logic of the formula; however, it is possible for the result to change for
each user.
o $Profile.Name is an invalid variable.
o No, the result of the field will be the same for every user.
https://certifiedondemand.com/courses/225003/lectures/3678989#ref=581

32) An administrator has been tasked with creating a weighted opportunity value currency
field based on the “Type” standard picklist field on the opportunity. For “New Business”
opportunities, the weight should be 1.5 times the opportunity amount. For all other
opportunities, the weight should be equal to the opportunity amount. Which formula
syntax is correct for this field?

o (IF Type = "New Business", Amount * 1.5, Amount)


o IF(Type = "New Business", Amount * 1.5, Amount)
o IF(TEXT(Type) = "New Business", Amount * 1.5, Amount)
o IF(TEXT(Type) = "New Business", Amount * 1.5, ELSE Amount)
https://certifiedondemand.com/courses/225003/lectures/3678989#ref=568

You might also like