
Salesforce Admin Configuration & Setup 2
Quiz by Hope Pate
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The Eastern Sales Team should have read access to Opportunities owned by the Western Sales Team. The sales teams have different roles and the Opportunity OWD is currently set to Private. How could you achieve this requirement?
What are some examples of feature licenses? (Choose 3)
What are some considerations of manual sharing? (Choose 3)
What tasks can delegated administrators do to support the Salesforce Administrator? (Choose 3)
Steve, the VP of North American Sales, has a role that defines Opportunity access as ‘Users in this role can edit all opportunities associated with accounts that they own, regardless of who owns the opportunities’. However, his profile permissions for the Opportunity object are Read only, no Edit permissions. When Steve navigates to one of his subordinates’ Opportunities, what actions will be available to him?
As the Salesforce Administrator, you are supported by a small number of Super Users. You would like the Super Users to have edit access to all Accounts owned by the Western Sales Team. All of the Western Sales Team users are in the same role. Each Super User has a different role. What solution could you use to grant access? (Choose 2)
Cloudy Computing has acquired a new company called Cloud Coders. Cloud Coders will migrate onto Cloudy Computing’s existing Salesforce instance. As the Administrator, you are developing Salesforce to accommodate these new users. Cloud Coders sales team must only see their own pricebook and should not see any other pricebooks. How can you set this up? (Choose 2)
Cloudy Computing would like to track Partners on Opportunities. Partners are stored in Salesforce as Accounts with the Type ‘Installation Partner’. As the Administrator, you have been asked to create a new field on the Opportunity that will allow users to select the relevant Partner Account. Users should not be able to select an Account that is not a Partner. How could you achieve this requirement? (Choose 2)
What are some reasons to freeze a user instead of deactivating? (Choose 3)
You are training your new Junior Salesforce Administrator. What features can you show them that control record sharing? (Choose 3)
Steve owns the Account record for Croft Communications. He has added Emma as a member of the Account Team. The organization-wide default for the Activity object is ‘Private’. Assuming Emma’s profile grants her the ability to edit activities, what is TRUE of Emma’s access to Steve’s activities related to Croft Communications?
The marketing users at Cloudy Computing have been using the standard ‘Marketing User’ profile in Salesforce. You have created a new custom object called ‘Hotel Bookings’ that all marketing users should have access to. What should you do in this scenario?
Cloudy Computing would like to prevent additional record access to data owned or shared with subordinates in the hierarchy for Cases. What should you advise?
The Telemarketing team at Cloudy Computing would like to be able to work through a list of records and edit them as needed without needing to navigate away from the list. As the Administrator, what would you suggest they use?
Steve, from the Cloudy Computing Sales team, has locked himself out of Salesforce again! He needs immediate access. How could you support him? (Choose 2)
You would like to transfer several Opportunity records to Ash, however Ash does not have Read access to the Opportunity object. What is TRUE in this scenario?
The organisation-wide default for the Account object is set to ‘Public Read/Write’. Zoe’s profile has ‘Read’ permission for the Account object. What is true in this scenario?
After some consideration, it has been decided that the Eastern Sales Team and Western Sales Team should both have read access to each other’s Opportunities. The sales teams have different roles and the Opportunity OWD is currently set to Private. How could you achieve this requirement?
Cloudy Computing uses Salesforce for Sales, Service and Marketing teams. Each team would like to see different information on their Lightning homepage. When creating and assigning multiple Lightning homepages, what must the Administrator consider? (Choose 3)
Emma and Steve are both assigned a custom Sales Team profile that enables create, read and edit on Accounts. As a Manager, Steve should also be allowed to delete Accounts. How can this be achieved?
What are some features of the Salesforce Security Health Check? (Choose 3)
If the org-wide default for Opportunities is ‘Public Read/Write’, what feature in Salesforce is needed to restrict access to the object?
Cloudy Computing is increasing the security of their Salesforce org and have decided they do not want the Telemarketing team to be able to log in to Salesforce from home. As the Administrator, how can you achieve this requirement?
At Cloudy Computing, the Lead object organisation wide default is set to private. Occasionally, members of the sales team need to grant read access to specific Lead records with other Salesforce users. What would be the most appropriate way to grant read access to Lead records in this scenario?
Steve used to be the record owner of Edge Communications. He manually shared the record with multiple users. Ownership of Edge Communications has now been transferred to Laura. What will be the status of any manual shares made by Steve?