Drill - Focus on Force Configuration and SetUp I

Opportunity deal change highlights

Helps your sales team prioritize work by showing recent changes to amount and close dates

Support reps needs to be able to launch a Visualforce page

A global actioncan be created for this use case. The action type can be set as 'Custom Visualforce'. The action can be added to the publisher layout to make it appear on the home page.

Multi-Currency in Reports

Reports support multiple currencies which are classified as either primary or secondary currency.

PRIMARY CURRENCY

It reflects either the default corporate currency or the currency selected for the record

SECONDARY CURRENCY

It reflects the personal default currency of the user running the report, or the currency specified in the report criteria.

User License

A user license determines the baseline of features that the user can access. Every user must have exactly one user license. You assign user permissions for data access through a profile and optionally one or more permission sets.

Salesforce

Salesforce Platform

Customer Community Login

XOrg Proxy User

Work.com Only

Customer Portal Manager Custom

Identity

Customer Community Plus

Silver Partner

Gold Partner

Permission Set Licenses

Permission set licenses gradually grant users access to features that are not included in their user licenses.

Analytics Cloud Builder

Analytics Cloud Explorer

CRM User

B2B

Universal Containers would like to improve the usability of their current lookup fields. When looking up a Contact record, they would like to view the Account, Phone, and Email fields as well as the name. Universal Containers would also like to globally search for contacts by the account name. What feature would you suggest to help them with this need?

**A. Search Layout

B. Page Layout

C. Tab Layout

D. List View

Explanation

Search layouts are ordered groups of fields that are displayed when a record is presented in a particular context, such as in search results, a lookup dialog, or a related list. By adding fields, we can give users more information and help them locate records more quickly. The secondary field within the search results layout appears just beneath the record name in instant results and recent items. For contacts, since the account name is the secondary field, the contacts are searchable by the account name.

A Salesforce Administrator is moving an app from the developer sandbox to their UAT environment. What is required to use change sets between two orgs?

A. One of the orgs is a developer sandbox

B. The two orgs are affiliated with the same production org

C. One of the orgs is a developer edition

D. There is a deployment connection between the two orgs

To use change sets between two orgs, they need to be affiliated with the same production org, and a deployment connection needs to exist between them. When using change sets, it is not required to move metadata from a developer sandbox. Change sets can be used to move metadata between partial copy sandbox, full sandbox, and production org. Developer edition orgs do not support change sets.

Types of Actions

❖CUSTOM ACTIONS

Custom actions are newly created or customized actions that can either be global or object-specific, such as Create a Record, Send an Email, or Log a Call actions. They can also invoke Lightning components, flows, Visualforce pages, or canvas apps. Note that while object-specific quick actions support both Aura and Lightning web components, global quick actions only support Aura components.

❖DEFAULT ACTIONS

Default actions are predefined by Salesforce per object. For example, on the Account object, predefined actions include New Task, New Contact, etc

❖MOBILE SMART ACTIONS

Mobile smart actions are preconfigured just like Default actions per object. It appears as a single action element in the page layout editor. For example, on the Account object, the actions include New Task, New Contact, New Opportunity, etc. These are displayed only in the Salesforce mobile app.

❖PRODUCTIVITY ACTIONS

Productivity actions are predefined by Salesforce and attached to a limited set of objects, such as Send Email, Log a Call, View Website, etc

Feature licenses available on the user record

Chatter Answers User

Knowledge user,

Marketing user,

offline user,

force.com

flow user,

service cloud user,

site.com Publisher user,

site.com Contributor user,

WDC User

CRM Content

At United Technologies, the inbound and outbound sales teams use the same Sales app. The inbound sales team uses certain tabs that the outbound sales team don't need. What configuration can be done to ensure that each team can see only the tabs they need on the navigation bar?

A. Assign different home page layouts to each profile

B. Create two custom apps with different tabs and assign one or the other to each user

** C. Create two custom apps with different tabs and apply one each to the two different profiles

D. A custom app has to be developed for a personalized navigation bar

Explanation

Custom apps can be created to hold different tabs. Each profile can have a default app assigned to it that displays when the user logs in.

Home page layouts can be assigned by profile, but they do not affect the tab layout. Apps can be assigned to profiles, not individual users.

There is no need to develop a custom app to personalize the navigation bar. Custom apps can be easily created using point-and-click tools and then assigned to different profiles based on their requirements.

Which are valid options when moving change sets from one Salesforce environment to another?

**A. Any two sandboxes that belong to the same production org

**B. A sandbox and the associated production org

C. Any sandbox to any production org

D. Any Developer Edition org to any sandbox org

Change sets can only be sent between orgs that are connected to a single production org, such as two sandboxes of a production org or a sandbox and its production org.

For migrating metadata from one org environment to a different org, other tools can be used such as VS Code or Ant migration tool.

What is true regarding change sets?

A. If a change set deployment is successful, it can be rolled back as needed

B. Change sets are always created in a sandbox organization and deployed in production

C. A change set can be deployed only after validation

** D. If a change set deployment fails, the entire transaction is rolled back

Explanation

Change sets are typically created in a sandbox and deployed to production, but they can be sent the other way.

Successful deployments cannot be rolled back. It is recommended but not required to validate a change set before deployment.

A developer of Cosmic Solutions has created a new sandbox from the company's production org of Salesforce. They are using change sets and setting up deployment connections. What setting should be selected, and in which environment, to push metadata from the new sandbox to production?

A. 'Allow Inbound Changes' in sandbox

B. 'Allow Outbound Changes' in production

** C. 'Allow Inbound Changes' in production

D. 'Allow Outbound Changes' in sandbox

The Salesforce Administrator of Cosmic Solutions has created a new Lightning app so that recently recruited sales reps can manage records such as accounts, opportunities, and orders. This custom app should appear first in their App Launcher by default. In addition, the existing Sales app should not be visible in the App Launcher. What should the Salesforce Administrator do to meet these two requirements?

A. Navigate to the 'App Launcher' page in Setup to change the default order of apps and hide the existing Sales app in the App Launcher.

** B. Navigate to the 'App Menu' page in Setup to change the default order of apps and hide the existing Sales app in the App Launcher.

C. Navigate to the 'App Manager' page in Setup to change the default order of apps and hide the existing Sales app in the App Launcher.

D. Click the 'App Launcher' icon to configure the default order of apps and hide the existing Sales app in the App Launcher.

If an organization is using multi-currency and does not want the converted amount to change on closed opportunities when exchange rates are updated, which feature can be used?

A. Exchange Rate Management

B. Opportunity Locking

C. Lock Exchange Rates

D. Custom Fiscal Year

** E. Advanced Currency Management

CoolRay Inc. has a division that makes eye protection equipment for winter sports. Another division also exists that specializes in fashion eyewear, and the Role assigned to users in this division is different from the other. In addition, a Lightning app has been created for each division to manage the eyewear products which are publicly visible in the org. What customization options below can be performed to help users distinguish the different apps and allow them to easily access products that belong to their division?

** A. Set different brand images and colors for the two Lightning apps accordingly.

** B. Use pinned list views for the two types of products managed by the different divisions.

C. Customize the Lightning apps to be accessible based on the Role of the user.

D. Create sharing rules to prevent users from viewing products from another division.

Explanation

A Lightning app can have its own color, logo, and background, which can be configured in the 'App Details and Branding' section of the app. This approach can be used to make eye protection and fashion eyewear applications visually distinct from each other. Also, a custom list view can be created to filter products accordingly and shared only to the users in each division by their Role. Users can then pin this list view so that it becomes the default view when accessing the tab in the Lightning app.

Sharing rules cannot be used to restrict access to records. Access to a Lightning app can be configured based on the profile of a user, but not by their role.

Cosmic Innovations is a US-based company, planning to start marketing and selling its products in Europe. It will not establish an office in Europe. It will be using Salesforce to record leads and manage sales opportunities. Which of the following would a data architect need to consider to ensure compliance with GDPR regulations?

A. GDPR regulations will not apply as Cosmic Innovations will not establish an office in Europe

B. All personal and sensitive data will need to be protected

C. Any data collected related to European individuals that become inactive, will need to be deleted after 3 years

D. All data collected related to European prospects or customers will need to be encrypted

GDPR is a data protection law that defines how personal information regarding EU individuals needs to be handled. It applies if an organization contracts with an EU individual or business regardless if the organization has a physical presence in the EU.

Any personal data that is collected by the organization, whether it relates to EU individuals or non-EU individuals, will need to be identified, classified, and protected. As part of classifying data, a data retention policy should be created to define how long data will be kept before it is deleted. No regulation states the exact time frame after which data needs to be deleted. It is up to each organization to define based on the business and demonstrate that there is a legitimate purpose for storing and retaining the data.

Where in an org could a Salesforce Administrator see how many remaining Salesforce licenses are available?

**A. Company Information page

**B. System Overview page

C. Manage Users -> Licenses

D. Limits -> Licenses

Within the Company Information page, the license sections list the number of licenses available, used, and remaining. The System Overview page will show system limits including the most used licenses and the number remaining.

Manage Users -> Licenses and Limits -> Licenses are not options in Setup.

Which option should be selected while choosing an 'Action Type' to create an object-specific quick action that launches a Lightning web component?

**A. Lightning Web Component

B. Lightning Component

C. Flow

D. Custom Component

Unlike global quick actions, object-specific quick actions support Lightning web components. To create a Lightning web component quick action, the 'Lightning Web Component' action type is selected.

The 'Lightning Component' option is selected when creating a quick action using an Aura component. The 'Flow' option is selected in order to launch a flow using a quick action. A "Custom Component" is not a valid Action Type option.

A Salesforce user of Cosmic Service Solutions has complained to the Salesforce Administrator of the company that she can no longer view some of the tabs she used to have in the navigation bar. If the user uses Lightning Experience only, which of the following could cause this issue?

A. The user has used the App Launcher to switch to a different app.

B. The administrator has removed access to the tab at the user level.

C. The user has customized the navigation bar of the app.

D. The 'auto-hide' feature is turned on for rarely used tabs.

A Salesforce Administrator could modify the access to a tab for a profile but not for an individual user. There is no auto-hide feature for rarely used tabs. Each app can have a different set of tabs. Users can be assigned to different apps. In Lightning Experience, the App Launcher can be utilized to switch between apps.

Users can add, remove, rename, and reorder tabs that are displayed by default by personalizing the navigation bar of an app in Lightning Experience. Default tabs that are specified by the Salesforce Administrator cannot be removed or renamed.

The data architect at Cosmic Innovations is reviewing the measures in place to ensure that the Salesforce org complies with data regulations related to the protection of personal information. Which of the following considerations are valid related to identifying personal and sensitive data in Salesforce?

A. An example of personal data is Name, Date of Birth, and Email address.

B. Personal data could be stored in any standard or custom object.

C. Personal data is only stored in the Contact object.

D. An example of sensitive data is medical and insurance records related to an individual.

E. A person's name would always be considered personal data.

Cosmic Enterprises recently moved from using Salesforce Classic to Lightning Experience. Their agents immediately noticed the difference in the way search is handled in Lightning Experience. What are some of the key features of Einstein Search in Lightning Experience that the agents might have noticed?

A. Search can be expanded so that it can use results indexed by other search engines

**B. Search can be done using natural language in order to find records

**C. Search results are based on the most relevant records because of search personalization

**D. Actions from record pages can be accessed and completed while hovering over the instant results

E. Instant results will immediately show all the records that contain a value that is being searched

Einstein Search features include personalization, natural language search, and actionable instant results. With personalization, search is based on a user's profile and the types of records that the user usually interacts with. Natural Language Search allows the user to use common English phrases that Salesforce turns into filters to show the most relevant results. Instant actionable results that appear when hovering over instant results give users the ability to access actions on records. These instant results appear even as users are typing the search terms.

Instant results are not the complete search results and will only look at the record name. Therefore, a value located in one of the fields other than the record name or searchable secondary field will not make the record appear in the instant results. Einstein Search does not have a feature that will allow it to show results based on other search engines' indexes.

In-App Guidance

Can be used to create a hands-on interactive tour to guide users through onboarding or feature introduction by means of step-by-step prompts

In-App Guidance Permissions

The Manage Prompts permission is needed to create single prompts and walkthroughs. A myTrailhead subscription is required so users can be assigned the permission to view more than three custom walkthroughs.

How many prompts types are available:

Floating

Docked

Targeted

federated search

External Search

Partner Providers

Setup in Experience Cloud Sites

Secondary Field

From the global search bar, the secondary field is beneath the record name and next to the object type. For lookups, it's below the record name but there's no object type. The secondary field provides context to help you figure out which record is the one you're looking for.

Search Personalization

It is generally available for Accounts, Cases, Contacts, Leads, Opportunities, and Tasks

List View Search

Returns a maximum of 2000 records

Formula and Lookup fields are generally not searchable

Search Result Layout

Each object has a default search layout that is assigned to users who don't have a profile specific search layout.

A search layout can have up to 10 fields

List View Features

SEARCH BAR

SHOW CHARTS

CHARTS

KANBAN VIEW

INLINE EDITING

FILTERS

IMPORT

LIST EMAIL

USERS CANNOT CREATE LIST VIEWS USING SALESFORCE MOBILE APP

List View Sharing PERMISSION NEEDED

Although creating public list views is often done by the Salesforce Administrator, other users can still be given the ability to create public list views.To create a public list view, the user needs the‘Manage Public List views’ permission

List View Sharing Options

Only the user that created the view

All users (including partner & customer portal users)

Shared with a group of users

Kanban View Limitations

Maximum of 200 cards

Maximum of 4 fields on a card

Mass edit actions cannot be performed

An object needs to have a picklist field to create a Kanban View

No Mobile App support

Lightning App Builder

The Lightning App Builder is a one-stop shop, point-and-click tool that can be used to customizeLightning Apps.

APPS & PAGES

The Lightning App Builder can be used to build and configure responsive Lightning apps and custom pages for Lightning Experience and the Salesforce mobile app using atemplate.

COMPONENTS

With the Lightning App Builder, components can be added to customLightning pages based on user needs.

APP SETTINGS

Lightning App Builder can be used to manage Lightning app settings such as branding, navigation, options, and the Lightningpagesassigned to that app

Lightning Page Types

App Page

Home Page

Record Page

Lightning Page

A custom layout that lets you design pages for use in the salesforce mobile app or lightning experience.

Lightning pages are mnade up of Lightning components (standard, custom and third-party)

Lightning Page Visibility Rules

Lightning app, home, and record pages can be made dynamic by setting visibility rules for components. Related fields and other objects can be included in visibility rules

Dynamic Actions

Dynamic Actions can be used to dynamically control the visibility of Action buttons on a record page based on the values on the record. It helps in keeping the record page neat and streamlined.

Dynamic Forms

With Dynamic Forms, users can migrate the Fields and Sections from the page layout as individual components into the Lightning App Builder

Dynamic Forms are supported for custom objects currently. Dynamic Forms supports Accounts, Contacts, Person Account and Opportunities.

App Menu Customizations

Users can rename and remove navigation items except for the ones added by the Admin by default

❖RENAME ITEMS

To rename items in the navigation bar, users can click the pencil icon next to the item in the app navigation items edit page.

❖REMOVE ITEMSTo remove items from the navigation bar, users can click the x icon next to the item in the app navigation items edit page.

Salesforce 'Mobile Only' App Navigation Menu

A Lightning component or page can be added to the navigation menu of the Salesforce 'Mobile Only' app once a tab has been created for it

Quick Actions

Quick actions can be global (can be found on the + icon in the Header or in the action Bar for SF mobile) or object-specific (can be found on the record detail page of a specific object)

Global Action Types

Create a Record

Send Email

Log a Call

Custom Visualforce

Custom Canvas

Lightning Component

Global Publisher Layouts

Global actions have layouts of their own called global publisher layouts. A global publisher layout is not associated to any object.

It is assigned by profile

When creating a related case from the account feed using the 'New Case' object-specific action, support reps should be able to enter only certain required fields.

The action layoutfor the object-specific action can be edited for this use case. The fields can be added, reordered or removed according to requirements.

A support representative should be able to send an email from the Chatter feed on the home page.

❖A global action with the action type 'Send an Email' can be created for this use case.

❖This action can be added to the global publisher layoutto ensure that it appears on the Chatter feed of the home page.

An account manager is creating a new child account directly from an account record page. She wants to auto-populate fields such as 'Website' and 'Account Number' upon the click of a button

A button or link can be used to pass default values to new records being created by using the following formula:/lightning/o/Account/new?defaultFieldValues= Website={!Account.Website}, AccountNumber={!Account.AccountNumber}

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