SALESFORCEBEN - SALESFORCE ASSOCIATE
PRACTICE EXAM QUESTIONS 100% CORRECT!!
, Your company would like to see the total amount of "won" Opportunities displayed on
the account record. How should this be achieved? - ANSWER Roll Up Summary - We
can create a Roll-Up Summary field on the Account object, and filter it so that it only
calculates Opportunities where the Stage is equal to Closed Won. A Roll-Up Summary
field is a field that aggregates child record information into the parent record.
You would like to create a new custom field that enables users to select more than one
value from a list. What type of custom field would support this? - ANSWER Multi-select
Picklist. Multi-Select Picklists allow users to select multiple values from a predefined list
(A Picklist field only allows a user to select one value from a predefined list. A Lookup
allows a user to link the current record to another record in Salesforce).
A picklist field on the Lead object has multiple values that determine the source of a
Lead. Users should be able to choose a value, however, Leads mostly arrive via email.
What could be set up to improve the user experience and data accuracy? - ANSWER A
Default Value. A default value can be set which automatically inserts the specified value
whenever a new record is created. Users can still select a different picklist value if
desired. (A global value set can be used to share and restrict values across objects and
custom picklist fields. A dependent picklist controls what values in a field are available
based on the value of another field).
How many Master-Detail relationships can an object have? - ANSWER 2
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? - ANSWER 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 efficient to create a
permission set that includes the ability to delete Account records and assign it to Steve.
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 organization-wide default is
currently set to private. How could you achieve this requirement? - ANSWER Sharing
Rules. Sharing rules can be created to grant additional record access to certain users or
groups of users. For example, if Opportunities are private but your Sales Support team
should have access to all Opportunities, you could use a sharing rule to grant them
access.
PRACTICE EXAM QUESTIONS 100% CORRECT!!
, Your company would like to see the total amount of "won" Opportunities displayed on
the account record. How should this be achieved? - ANSWER Roll Up Summary - We
can create a Roll-Up Summary field on the Account object, and filter it so that it only
calculates Opportunities where the Stage is equal to Closed Won. A Roll-Up Summary
field is a field that aggregates child record information into the parent record.
You would like to create a new custom field that enables users to select more than one
value from a list. What type of custom field would support this? - ANSWER Multi-select
Picklist. Multi-Select Picklists allow users to select multiple values from a predefined list
(A Picklist field only allows a user to select one value from a predefined list. A Lookup
allows a user to link the current record to another record in Salesforce).
A picklist field on the Lead object has multiple values that determine the source of a
Lead. Users should be able to choose a value, however, Leads mostly arrive via email.
What could be set up to improve the user experience and data accuracy? - ANSWER A
Default Value. A default value can be set which automatically inserts the specified value
whenever a new record is created. Users can still select a different picklist value if
desired. (A global value set can be used to share and restrict values across objects and
custom picklist fields. A dependent picklist controls what values in a field are available
based on the value of another field).
How many Master-Detail relationships can an object have? - ANSWER 2
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? - ANSWER 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 efficient to create a
permission set that includes the ability to delete Account records and assign it to Steve.
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 organization-wide default is
currently set to private. How could you achieve this requirement? - ANSWER Sharing
Rules. Sharing rules can be created to grant additional record access to certain users or
groups of users. For example, if Opportunities are private but your Sales Support team
should have access to all Opportunities, you could use a sharing rule to grant them
access.
