SalesforceBEN - Salesforce Associate practice exam questions and
answer
100% verified
1. Your company would like
Roll Up Summary - We can create a Roll-Up
to see the total amount of
Summary field on the Account object, and filter it so
"won"
that it only calculates
Opportunities displayed on the Opportunities where the Stage is equal to Closed
Won. A
account record. How Roll-Up Summary field is a field that aggregates child
should this be achieved? record information into the parent record.
2. You would like to create a Multi-select Picklist. Multi-Select Picklists allow users to
new custom field that select multiple values from a predefined list (A Picklist
enables users to select field only al- lows a user to select one value from a
more than one value from predefined list. A Lookup allows a user to link the
a list. What type current record to another record in Salesforce).
of custom field would
support this?
A Default Value. A default value can be set which
3. A picklist field on the Lead automatically inserts the specified value whenever a new
ob- ject has multiple record is created. Users can still select a ditterent picklist
values that determine value if desired. (A global value set can be used to
the source of a Lead. share and restrict values across
Users should be able to
choose a value, however, Leads objects and custom picklist fields. A dependent
picklist controls
mostly arrive via email. What what values in a field are available based on the
value of
could be set up to improve the another field).
user experience and data
accu- racy?
4. How many Master-Detail 5. Emma and Steve are both as-
rela- tionships can an signed a custom Sales Team
object have? profile that enables create, read,
, SalesforceBEN - Salesforce Associate practice exam questions and
answer
100% verified
and edit on accounts. As a 2
manager, Steve should
also
Create a new permission set and assign it to Steve.
As the additional delete permission is only for a single
user, there is no need to create another custom
profile. It would be more eflcient to create a permission
set that includes the ability to delete Account records
and assign it to Steve.
, SalesforceBEN - Salesforce Associate practice exam questions and
answer
100% verified
be allowed to delete
accounts. How can this be
achieved?
Sharing Rules. Sharing rules can be created to grant
6. After some consideration, addi-
it
has been decided that the East- tional record access to certain users or groups of
users. For
ern Sales Team and example, if Opportunities are private but your Sales
Western Sales Team Support team should have access to all Opportunities,
should both have you could use a
read access to each other's op- sharing rule to grant them access.
portunities. The Sales
Teams have different
roles and the opportunity
organization-wide default
is currently set to pri-
vate. How could you
achieve this
requirement?
7. In what 4 ways can we
control record-level 8. A small group of Super Users are
access? allowed to perform ad- ditional
tasks on Salesforce including
exporting reports, deleting
accounts, and con-
, SalesforceBEN - Salesforce Associate practice exam questions and
answer
100% verified
Organization-wide default (OWD) defines
the default level of access. The OWD
should always be your most restrictive
use-case; Sharing Rules. Sharing rules can
be created to grant additional record access
to certain users or groups of users; Manual
sharing allows the owner of a record to
share it with other users. This is perfect for
times when sharing cannot be automated or
is a one ott.); Role Hierarchy - The role
hierarchy extends record access to users
higher in the hierarchy. This is great for
teams as it can allow team managers to
view their subordinates records.
Permission Sets + Permission Set Group.
The extra permis- sions are only for a small
number of users so we should
use Permission Sets and not a new Profile! In
addition, since there are a number of
Permission Sets, we can also use a
answer
100% verified
1. Your company would like
Roll Up Summary - We can create a Roll-Up
to see the total amount of
Summary field on the Account object, and filter it so
"won"
that it only calculates
Opportunities displayed on the Opportunities where the Stage is equal to Closed
Won. A
account record. How Roll-Up Summary field is a field that aggregates child
should this be achieved? record information into the parent record.
2. You would like to create a Multi-select Picklist. Multi-Select Picklists allow users to
new custom field that select multiple values from a predefined list (A Picklist
enables users to select field only al- lows a user to select one value from a
more than one value from predefined list. A Lookup allows a user to link the
a list. What type current record to another record in Salesforce).
of custom field would
support this?
A Default Value. A default value can be set which
3. A picklist field on the Lead automatically inserts the specified value whenever a new
ob- ject has multiple record is created. Users can still select a ditterent picklist
values that determine value if desired. (A global value set can be used to
the source of a Lead. share and restrict values across
Users should be able to
choose a value, however, Leads objects and custom picklist fields. A dependent
picklist controls
mostly arrive via email. What what values in a field are available based on the
value of
could be set up to improve the another field).
user experience and data
accu- racy?
4. How many Master-Detail 5. Emma and Steve are both as-
rela- tionships can an signed a custom Sales Team
object have? profile that enables create, read,
, SalesforceBEN - Salesforce Associate practice exam questions and
answer
100% verified
and edit on accounts. As a 2
manager, Steve should
also
Create a new permission set and assign it to Steve.
As the additional delete permission is only for a single
user, there is no need to create another custom
profile. It would be more eflcient to create a permission
set that includes the ability to delete Account records
and assign it to Steve.
, SalesforceBEN - Salesforce Associate practice exam questions and
answer
100% verified
be allowed to delete
accounts. How can this be
achieved?
Sharing Rules. Sharing rules can be created to grant
6. After some consideration, addi-
it
has been decided that the East- tional record access to certain users or groups of
users. For
ern Sales Team and example, if Opportunities are private but your Sales
Western Sales Team Support team should have access to all Opportunities,
should both have you could use a
read access to each other's op- sharing rule to grant them access.
portunities. The Sales
Teams have different
roles and the opportunity
organization-wide default
is currently set to pri-
vate. How could you
achieve this
requirement?
7. In what 4 ways can we
control record-level 8. A small group of Super Users are
access? allowed to perform ad- ditional
tasks on Salesforce including
exporting reports, deleting
accounts, and con-
, SalesforceBEN - Salesforce Associate practice exam questions and
answer
100% verified
Organization-wide default (OWD) defines
the default level of access. The OWD
should always be your most restrictive
use-case; Sharing Rules. Sharing rules can
be created to grant additional record access
to certain users or groups of users; Manual
sharing allows the owner of a record to
share it with other users. This is perfect for
times when sharing cannot be automated or
is a one ott.); Role Hierarchy - The role
hierarchy extends record access to users
higher in the hierarchy. This is great for
teams as it can allow team managers to
view their subordinates records.
Permission Sets + Permission Set Group.
The extra permis- sions are only for a small
number of users so we should
use Permission Sets and not a new Profile! In
addition, since there are a number of
Permission Sets, we can also use a
