Salesforce Admin 201 - User Management Questions and Answers

Salesforce Admin 201 - User Management Questions and Answers Where do you go to create a Public Group? Setup Manage Users Public Groups Public Groups can be made up of: 1. Public Groups 2. Roles 3. Roles and Subordinates 4. Users Standard Object Permissions are... Read, Create, Edit, Delete Data Administration Permissions are... View All and Modify All Organization Wide Defaults are... ...the only way to restrict access to records. You can never be more restrictive than your OWDs. Only applies to records you DON'T own. Organization-wide default sharing options are: 1. Public, Read, Write (Transfer on Leads/Cases) 2. Public Read, Write (Only Owners can create/delete) 3. Public Read Only 4. Controlled by Parent (on Master-Detail Relationships) 5. Private What does Role Hierarchy do? Roles help assign record access for Users based on a Role Hierarchy created in the Salesforce application. Via Role Hierarchy, Managers have the same access to records as their subordinates--true or false? False. How much they can do with the data records depends on their Profile permissions. That said, Managers can now DELETE records. Role Hierarchy sharing permissions can be deactivated for... ...Custom Objects. 2 Types of Sharing Rules you can create Criteria Based, Record Ownership Sharing Rules are created against the... ...Object. You have a limited number that you're allowed. What are the 5 different layers of Sharing? 1. Organization Wide defaults 2. Roles 3. Sharing Rules 4. Account & Sales Teams 5. Manual Sharing A folder is where you can store... Reports, Dashboards, Documents, Email Templates Folders can be... Public, Hidden, or Shared, and set to Read-Only or Read/Write. You can put Standard Folders into Custom Folders--true or false? False. Company A set the organization-wide default setting for opportunities to private. Which records will an opportunity pipeline return? a. Opportunities owned by the user running the report and users in the same role in the role hierarchy. b. Opportunities for the entire sales organization regardless of the user running the report. c. Opportunities owned by the user running the report and users below them in the role hierarchy. d. Opportunities for which the user running the report is also the account owner. c. Opportunities owned by the user running the report and users below them in the role hierarchy. What 6 Objects can you create Sharing Rules for? 1. Leads 2. Accounts 3. Contacts 4. Cases 5. Campaigns 6. Opportunities For a Sharing Rule, what 3 options allow you to select Users? 1. Public Groups 2. Roles 3. Roles and Subordinates What User Permissions are need to request a meeting over Cloud Scheduler? "Edit Events" and "Send Email" "Grant Access Using Hierarchies" can be revoked for Standard Objects--true or false? False. What is the difference between the Marketing User Profile and the Marketing User checkbox at the User level? Marketing User Profile allows users to create and edit Campaigns. Marketing User Checkbox allows users to import Leads. How many other fields may a custom lead field be mapped to when converting a lead? 3 custom fields.