Two users in the same opportunity record are seeing different fields.What is the reason for this?
Answer(s): B
The users are assigned different profiles and page layouts, which determine the fields they can see and edit on the opportunity record.
A Salesforce associate deletes an Account of a company that recently went out of business.Which other related records are automatically deleted?
Answer(s): C
When an account is deleted, any related opportunities are also deleted, unless they are closed or have a contract associated with them.
Which tool creates a visual representation of objects and their relationships?
Schema Builder is a tool that creates a visual representation of objects and their relationships, and allows you to modify them.
Get Cloudy Consulting's growing marketing team is on a custom profile named Marketing Team.' The team currently has Read access to leads and opportunities- Two marketing managers need Edit access on leads.What should the Salesforce associate do to grant them the access they need?
Answer(s): A
Creating a permission set that grants Edit access to leads and assigning it to the marketing managers is the best way to grant them the access they need, without affecting the other users on the marketing team profile.
Get Cloudy Consulting requires a value in the Status field every time a record is created or edited.What should they do to enforce this?
Making the field required in Object Manager is the simplest way to enforce that a value is entered every time a record is created or edited.
A Salesforce associate has been asked to identify all contacts that have had interactions with their company in the last year.What should the associate do to identify these contacts?
The last related activity date is a field on the contact object that shows the date of the most recent task or event related to the contact. This can be used to identify contacts that have had interactions with the company in the last year.
When a sales rep needs to give an additional discount for an opportunity, a manager needs to review and authorize the discount request.What should be used to lock the record before a decision is made?
An approval process is a workflow that defines the steps and criteria for approving a record. It can be used to lock the record before a decision is made, and send email alerts and tasks to the approvers.
A manager can see all of the records owned by their team, but not records owned by other teams.How is access to the records being controlled?
The role hierarchy is a way of controlling access to records based on the user's position in the organization. A user can see all of the records owned by themselves and the users below them in the hierarchy, but not records owned by users above them or in a different branch.
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