Salesforce - Priscilla Hong

Question 1:

A manager built out a new Account report and wants to add a chart of the data to account records. An app builder tried to use the Report Chart component but was unable to find the manager’s report.

What are two reasons the app builder is unable to see the report? Choose 2 answers

A.    The report has no data in it.

B.    The app builder did not create the report.

C.    The report is in the manager’s Private Reports folder.

D.    The report does not have a chart.

Answer: B, C

Explanation: Private reports are only visible to the user who created them unless shared, and if the app builder did not create the report, they would not have automatic access to it unless granted by the owner or through the organization's sharing settings.

Question 2:

UMS uses Cases to track customer complaints, an Issue__c object to represent known problems with its solar panels, and a Case_Issue__c junction object to relate known problems to customer complaints. Periodically, UMS conducts audits which require the auditing users to view Case_Issue__c records.

Which access levels must be configured to allow UMS users to access Case_Issue__c records?

A.    Read-Only access on Case and Case_Issue__c

B.    Read-Only access on Case and Issue__c

C.    Read-Only access on Issue__c and Case_Issue__c

D.    Read-Only access on Case_Issue__c

Answer: C

Explanation: To allow UMS users to access Case_Issue__c records for auditing purposes, they must have Read-Only access on both Issue__c and Case_Issue__c. The Case_Issue__c is a junction object that relates Cases to Issues, so access to both related objects is necessary to understand the context of the Case_Issue__c records fully.

Question 3:

AW Computing uses a private sharing model for opportunities. Whenever an opportunity with a type of Service Agreement is created, all users in the Service Manager role should be able to view the opportunity.

Which tool should AW Computing use to accomplish this?

A.    Criteria-based sharing rules

B.    Apex sharing rules

C.    Manual sharing

D.    Owner-based sharing rules

Answer: A

Explanation: https://help.salesforce.com/s/articleView?id=sf.security_sharing_rule_types.htm&type=5

Question 4:

NTO wants the field sales team to only see the accounts that they own. Separate North American and European marketing teams should only see accounts in their respective regions. The inside sales team needs to see all accounts in Salesforce.

How can this be accomplished?

A.    Set the Organization-Wide Default to Public for accounts. Create criteria-based sharing rules for each marketing team, and create an Inside Sales Team permission set with the "View All" setting for accounts.

B.    Set the Organization-Wide Default to Public for accounts. Create profiles for each marketing team, and create an Inside Sales Team role that is at the top of the Role Hierarchy.

C.    Set the Organization-Wide Default to Private for accounts. Create criteria-based sharing rules for each marketing team, and create an Inside Sales Team profile with the "View All" setting for accounts.

D.    Set the Organization-Wide Default to Private for accounts. Create permission sets for each marketing team, and create an Inside Sales Team profile with the "View All" setting for accounts.

Answer: C

Explanation: https://salesforcehandle.com/data-security-and-sharing-models/

Question 5:

UMS uses a public sharing model for accounts. UMS would like to move to a more restrictive sharing model but wants the Sales team to continue to have access to all account records with the sales record type. Which two actions should an app builder complete to implement this change? Choose 2 answers

A.    Update the Sales profile.

B.    Update the organization-wide defaults.

C.    Create a criteria-based sharing rule.

D.    Create an owner-based sharing rule.

Answer: B, C

Explanation: https://salesforcehandle.com/data-security-and-sharing-models/

Question 6:

UC uses a custom object called Reviews to capture information generated by interviewers during the candidate process. The Review records are visible to any user that has access to the related custom Candidate record. The VP of Human Resources wants the comment field on the Review to be private to anyone outside of the HR department.

How should the app builder meet this requirement?

A.    Create a page layout with the field and use field-level security to hide the field from all other users.

B.    Create an Apex sharing rule to share the field with users that have "HR" in their role.

C.    Create a sharing rule to share the field with the VP of HR with Role and Subordinates.

D.    Create a page layout with the field for HR users and another page layout without the field for all other users.

Answer: A

Explanation:  https://help.salesforce.com/s/articleView?id=sf.admin_fls.htm&type=5

Question 7:

At UC, all US Sales Reps should be able to view the US Team Dashboard. However, only the US Sales Directors should be able to see the data in the component and view its source report.

How should an app builder ensure the proper access is granted?

A.    Share the dashboard folder with roles and subordinates of the US Sales Director and share the report folder with the role of US Sales Director.

B.    Make the dashboard dynamic and give US Sales Reps the View My Team's Dashboard permission.

C.    Share the dashboard with Public Group US Sales Reps and share the dashboard source reports folder with the US Sales Director profile.

D.    Make the US Sales Director the running user and share the dashboard folder with the role US Sales Rep.

Answer: A

Explanation: https://help.salesforce.com/s/articleView?id=sf.rd_folders_share_enhanced.htm&type=5

Question 8:

After UC converts qualified leads, sales reps need to be able to report on converted leads. How should an app builder support this requirement?

A.    Ensure the representative has Read access to the original lead records.

B.    Assign the representative View and Edit Converted permission.

C.    Enable Preserve Lead Status in the lead conversion settings.

D.    Create a custom report type with Converted Leads as the primary object.

Answer: B

Explanation: https://help.salesforce.com/s/articleView?id=sf.leads_view_edit_converted.htm&type=5

Question 9:

Sales reps at UC use Salesforce on their mobile devices. They want a way to add new contacts quickly and then follow up later to complete the additional information necessary. What mobile solution should an app builder recommend?

A.    Build a global action to create Contacts.

B.    Customize the mobile menu to move Contacts to the top.

C.    Add a compact layout to Contacts.

D.    Use Path and set pre-defined values.

Answer: A

Explanation: https://help.salesforce.com/s/articleView?id=sf.actions_overview_global.htm&type=5

Question 10:

CK has a custom object with a private sharing setting. The business wants to share individual records with specific people or departments on a case-by-case basis.

Which three options does the business user have to manually share individual records? Choose 3 answers

A.    Roles and Subordinates

B.    Public Groups

C.    Private Groups

D.    Permission Set Groups

E.    Users

Answer: A, B, E

Explanation: https://help.salesforce.com/s/articleView?id=sf.granting_access_to_records_lex.htm&type=5