An administrator needs to Import a large amount of historical data (more than 100,000
records) from another system.
how should the administrator import the data?
A. SOAP based API with Developer console
B. Data Loader with Bulk API Enabled
C. An AppExchange package
D. Import Wizard with Add Only
Explanation:
The administrator needs to import a large amount of historical data (more than 100,000 records) from another system into Salesforce. Given the volume exceeds 100,000 records, the solution must handle large datasets efficiently, support automation, and ensure scalability. Salesforce Data Loader with Bulk API enabled is the most appropriate choice from the options provided. Here’s why:
Data Loader Overview: Salesforce Data Loader is a client application designed for bulk data imports, updates, deletes, and exports. It supports CSV files and can handle large datasets (up to millions of records).
Bulk API Advantage: Enabling the Bulk API in Data Loader optimizes performance for large data volumes by processing records in asynchronous batches (up to 10,000 records per batch). This reduces API call usage, minimizes processing time, and handles high record counts efficiently, making it ideal for importing over 100,000 records.
Why It Fits: Data Loader with Bulk API can process the large dataset in chunks, supports mapping fields from the external system to Salesforce objects, and handles complex operations like inserts or upserts. It’s a native Salesforce tool, free to use, and well-suited for one-time or recurring imports of historical data.
Implementation Steps
Prepare the data in CSV format, ensuring fields match Salesforce object fields.
Install and configure Data Loader, enabling Bulk API in settings (Settings > Use Bulk API).
Map the CSV columns to Salesforce fields using Data Loader’s mapping feature.
Run the import in batches, monitoring for errors in the success/error log files.
Verify the imported data in Salesforce.
Why Other Options Are Incorrect
A. SOAP based API with Developer Console
The SOAP API is designed for real-time, transactional operations and is not optimized for large-scale data imports (e.g., >100,000 records). It processes records synchronously, leading to longer processing times and higher API call consumption, risking governor limits. The Developer Console is primarily for debugging, executing Apex, or running SOQL queries, not for bulk data imports. Using SOAP API via Developer Console is impractical and inefficient for this use case.
Reference: Salesforce Developer: SOAP API Developer Guide – Notes that SOAP API is better for smaller, real-time operations, not bulk imports.
C. An AppExchange package
While some AppExchange packages (e.g., Jitterbit, Informatica) offer robust data integration capabilities, they are third-party tools that often require licensing costs and additional setup. For a one-time import of historical data, Data Loader with Bulk API is a native, free, and sufficient solution. AppExchange tools may be overkill unless ongoing integration or complex transformations are needed, which the question does not specify.
Reference: Salesforce AppExchange: Data Integration Tools – Describes third-party tools but does not prioritize them over native Data Loader for simple bulk imports.
D. Import Wizard with Add Only
The Data Import Wizard is a browser-based tool for importing data into standard objects (e.g., Accounts, Contacts, Leads) or simple custom objects, with a limit of 50,000 records per import. It cannot handle 100,000+ records in a single operation and lacks the scalability and automation of Data Loader. The “Add Only” option refers to inserting new records (not updating), but the record limit makes it unsuitable regardless.
Reference: Salesforce Help: Import Data with the Data Import Wizard – States the 50,000-record limit and its use for smaller imports.
References:
Salesforce Help: Data Loader Guide – Describes Data Loader’s capabilities for bulk imports and the option to enable Bulk API for large datasets.
Salesforce Developer: Bulk API Developer Guide – Explains Bulk API’s efficiency for processing large record volumes in batches.
Salesforce Help: Import Data with the Data Import Wizard – Confirms the 50,000-record limit, making it unsuitable for 100,000+ records.
Trailhead: Data Management – Recommends Data Loader with Bulk API for large-scale imports.
Salesforce Developer: SOAP API vs. Bulk API – Highlights Bulk API’s superiority for large data operations compared to SOAP API.
Additional Note:
For very complex scenarios (e.g., data transformations or ongoing integrations), an AppExchange tool might be considered, but for a straightforward import of historical data, Data Loader with Bulk API is the most efficient, cost-effective, and native solution. Ensure the administrator checks governor limits (e.g., API call limits) and validates data mappings to avoid errors during the import.
Ursa Major Solar has a junction object that connects Docs with Solar Panels. The
administrator needs users to be able to see all the solar panels that a Dot is related to.
Users already have access to the Bot and the Junction, but not the Solar Panel object.
What access docs the user need to be able to see the solar panel records?
A. Read permission is required on both master records.
B. Access permission Is not required on either master record.
C. Create permission Is required on both master records.
D. Read permission is required on at least are master record.
Explanation:
In a many-to-many relationship using a junction object, a user's access to a junction record is controlled by their access to both associated master records.
Here's a breakdown of how it works:
Junction Object Inheritance:
The junction object (in this case, the one connecting Docs and Solar Panels) inherits its sharing settings and security from its two master parent records (Doc and Solar Panel).
Dual Master Records:
To view a junction record and subsequently see the related Solar Panel records, the user must have at least Read access to both master objects involved in the relationship.
Access Requirements:
The question specifies that the users already have access to the Doc object and the junction object, but not the Solar Panel object. Therefore, to see the related Solar Panel records, they must be granted Read permission on the Solar Panel object.
Why other options are incorrect
B. Access permission is not required on either master record:
This is incorrect. Access to a junction record is dependent on access to both master records. Without access to both master records, a user cannot view the junction record or its related master records.
C. Create permission is required on both master records:
Create access is not necessary to simply view records. The request is only for users to be able to view the related Solar Panel records, which only requires Read access. Create access would only be necessary if they needed to create new junction records.
D. Read permission is required on at least one master record:
This is incorrect. In a many-to-many relationship, to view a junction record, a user must have at least read access to both master records. The security follows the more restrictive of the two parent objects' sharing settings.
References
Inherited Sharing for Junction Objects (Salesforce Help): Explains that junction objects inherit sharing settings from both master records. To view a junction record, a user must have at least Read access to both master records.
Object Permissions (Salesforce Security Guide): Provides details on how permissions like "Read" and "Create" work and how object-level access is determined.
Trailhead: Data Modeling: The Trailhead module on data modeling covers master-detail relationships and many-to-many relationships, explaining how security is handled in these scenarios.
At Cloud Kicks, the distributor account information is sensitive information. The
administrator needs to make sure this information is unavailable to testers in the full
sandbox.
What should the administrator recommend?
A. Refresh the sandbox.
B. Assign the users a new permission set.
C. Use the data masking tool.
D. Delete the sensitive information.
Explanation:
Why this is correct:
Salesforce Data Mask (a Salesforce-managed tool) obfuscates or removes sensitive fields in Full (and Partial) sandboxes so testers can work with realistic data without seeing real confidential values. Masking is done in the sandbox and is irreversible—ideal for protecting distributor account details while preserving data shape for testing.
Why the others are wrong:
A. Refresh the sandbox — A refresh simply copies production data again; it doesn’t protect it. You’d still expose sensitive info unless you mask it.
Salesforce
B. Assign the users a new permission set — Permissions help, but testers often need broad access to test. Permission changes alone don’t anonymize existing sensitive data in the sandbox. Data masking is the standard control here.
D. Delete the sensitive information — Deleting breaks test realism, relationships, and could impact test coverage. Data Mask lets you replace sensitive values while keeping schema and relationships intact.
References:
Salesforce Help: Secure Your Sandbox Data with Salesforce Data Mask (overview and irreversible masking).
Salesforce Help: Run a Data Mask Job (masking runs in sandboxes).
Trailhead Module: Salesforce Data Mask (purpose and capabilities).
Ursa Major Solar (UMS) wants to identify customers that need to install a new solar panel
monitor system it recently released. UMS tracks the installed products as Asset records
that art related to the Account. Sales management has asked the administrator to create a
report for users.
What is the recommended method for the administrator to meet the requirement?
A. Use PREVGROUPVAL() in Report Builder.
B. Use Role Hierarchy filter to restrict related records.
C. Use a Summary report with Bucket Columns.
D. Use a Cross Filter with WITHOUT logic.
Explanation:
You want Accounts that don’t yet have the new monitor recorded as an Asset. In a report based on Accounts, add a Cross Filter: Accounts WITHOUT Assets, then add a subfilter on Asset (e.g., Product Name = “Solar Panel Monitor vX”) to target the specific product. Cross filters are designed to include/exclude parent records based on child records—exactly this use case.
Why the others are wrong
A. PREVGROUPVAL() compares values between grouped rows (e.g., this month vs last month). It doesn’t find parents lacking related child records.
B. Role Hierarchy filter controls visibility by org hierarchy, not whether Accounts are missing certain Assets.
C. Bucket Columns categorize field values within the same record; they don’t evaluate relationships like “Accounts without Assets.”
How to build it (quick steps)
New Accounts (or “Accounts with Assets”) report → Filters
Add Cross Filter → Accounts WITHOUT Assets
Click Add Asset Filter → set criteria for the specific monitor model (e.g., Product Name equals the new monitor).
References:
Example: Use WITHOUT in Cross Filters (child-object exclusion).
Cross Filters: WITH and WITHOUT (multiple examples and subfilters).
Filter Report Data (overview of filters & cross filters).
An administrator has found a free app on the AppExchanged and would like to install it.
Which three items should the administrator take to consideration before installed he
managed package?
Choose 3 answers
A. Custom objects and custom fields used by the app count against the org’s limits.
B. Managed apps do not undergo a formal security review by Salesforce.
C. Apps may require certain Salesforce editions or features to be enabled.
D. Apps may require external, third-party web services to function properly.
E. Apps must be installed in production before the app can be installed in a sandbox.
Explanation:
Before installing a managed package from AppExchange, administrators must evaluate several factors to ensure compatibility, resource impact, and operational feasibility.
Option A is key because managed packages often introduce custom objects and fields that consume your org's allocation limits (e.g., up to 2,000 custom objects per org), potentially leading to exceeded limits if not planned for.
Option C addresses edition-specific requirements, as many apps are designed for higher editions like Enterprise or Unlimited and may require enabling features such as API access or workflows.
Option D highlights integration needs, where apps relying on third-party services (e.g., APIs or webhooks) could introduce dependencies on external availability, security, and compliance considerations.
Why Other Options Are Incorrect:
B. Managed apps do not undergo a formal security review by Salesforce:
This is false; all managed packages listed on AppExchange must pass a rigorous security review by Salesforce's Product Security team to validate against threats like those in the OWASP Top 10, ensuring baseline protection before publication.
E. Apps must be installed in production before the app can be installed in a sandbox:
This is incorrect; managed packages can (and should) be installed directly in a sandbox for testing without any production prerequisite, allowing admins to validate functionality in a safe environment first.
References:
Salesforce Help: AppExchange Application Installation Best Practices – Outlines key pre-installation checks, including edition compatibility (C), custom object/tab limits (A), and external service dependencies (D).
Salesforce Help: Before You Install an AppExchange Package – Recommends reviewing limits, requirements, and testing options like Test Drive before installation.
Trailhead: Security Review Preparation & Tools – Details the mandatory security review process for managed packages, confirming they undergo formal vetting (refuting B).
Salesforce Help: Installing Consumer Goods Cloud Managed Packages – Advises installing in sandbox before production to test thoroughly (refuting E).
Ursa Major Solar's administrator has configured multiple record-triggered flows to run
before or after the record is saved on the Account object.
What should the administrator consider when a record-triggered flow executes first?
A. Assign the highest priority to the record-triggered flow which should execute first.
B. The flow with the longest execution time will execute first.
C. The flow with the shortest execution time will execute first.
D. The order in which those flows are executed is not guaranteed.
Explanation:
Unpredictable Execution Order:
For both before-save and after-save flows, if multiple record-triggered flows exist for the same object and are set to run under the same trigger conditions (e.g., all set to run before a record is saved), Salesforce does not guarantee the order of their execution.
Solution for controlling order:
While Salesforce does not guarantee a default execution order, it provides tools for administrators to define it. The Flow Trigger Explorer and the "Trigger Order" number field can be used to set a specific run order for multiple flows on the same object. However, if no explicit order is set, the execution is not guaranteed.
Why the other options are incorrect:
A. Assign the highest priority to the record-triggered flow which should execute first:
This is a method for controlling the execution order, but it's not a natural consideration. You must intentionally set a priority using the "Trigger Order" field within Flow Trigger Explorer. It is not an automatic process that happens by default. The premise of the question is about what the administrator must consider if they have not explicitly managed the order, and the answer is that the order is not guaranteed.
B. The flow with the longest execution time will execute first:
This statement is incorrect. The execution time of a flow is not a factor in determining its execution order. Salesforce's internal processes manage the execution queue, and run time has no bearing on which flow is executed first.
C. The flow with the shortest execution time will execute first:
This is also incorrect. Similar to option B, execution time is not a factor in determining which flow is executed first. There is no mechanism in Salesforce's execution engine that prioritizes flows based on performance metrics.
References:
Salesforce Help - Guidelines for Defining the Run Order of Record-Triggered Flows: Explains how the Flow Trigger Explorer can be used to manage the execution order of flows and notes that if the order isn't explicitly defined, it is not guaranteed.
Salesforce Developer Documentation - Triggers and Order of Execution: Explains the overall order of execution within Salesforce and confirms that if multiple Apex triggers are defined for the same object and event, their firing order is not guaranteed. This general principle also applies to record-triggered flows.
The administrator at Cloud Kicks is evaluating the capabilities of Schema Builder to create
custom objects and custom fields. The administrator likes the user interface of the Schema
Builder, as opposed to the new object and field wizards, but also notices some limitations.
What needs to be configured from the object manager instead of Schema Builder?
A. Add custom fields to the page layout.
B. Make available for Customer Postal.
C. Enable field history tracking
D. Allow Reports and Activities
Explanation:
Schema Builder vs. Object Manager
Schema Builder is an excellent visual tool for quickly creating and viewing the data model (objects, fields, and relationships). However, its configuration options are limited primarily to creation and basic field properties. For deeper configuration that impacts business process, security, and auditing, the Object Manager must be used.
Why Option C is Correct
Enable Field History Tracking:
To enable history tracking for an object, you must go to the Object Manager settings for that object, select "Details," and check the box for "Track Field History" under Optional Features. After this, you go to the "Fields & Relationships" section and click the "Set History Tracking" button to select the individual fields. This level of granular setup is not available in the Schema Builder interface.
Why Other Options Are Incorrect
A. Add custom fields to the page layout.
Incorrect. Neither Schema Builder nor the standard Field/Object Wizards automatically place new fields on the page layout. After creation (in either tool), you must navigate to the Page Layout Editor (found within Object Manager) to drag the field onto the layout. This is a follow-up step for both tools, not a limitation unique to Object Manager.
B. Make available for Customer Portal.
Incorrect. This is generally handled during the initial creation of the custom object or field, or later by configuring Sharing Settings and Profile/Permission Set access. Schema Builder allows you to specify whether the object is deployed and available, which influences its initial visibility.
D. Allow Reports and Activities
Incorrect. These options are checkboxes found in the Optional Features section when creating or editing a custom object. Schema Builder's Object Settings dialog box includes these crucial checkboxes (Allow Reports, Allow Activities, Deployment Status), meaning you can configure them directly from the Schema Builder interface.
Northern Trail Outfitters (NTO) has a private sharing model for records containing a
customer's credit Information. These records should be visible to a sales rep's manager but
hidden from their colleagues.
How should an administrator adjust NTO's sharing model to ensure the correct amount of
confidentiality?
A. Use validation rules targeting the logged-in user.
B. Add View All access for the object via the managers profile.
C. Create sharing rules for each manager based on the record owner.
D. Grant access using hierarchies via the sharing settings.
Explanation:
The requirement is a classic use case for the Role Hierarchy in a private sharing model. The business needs are:
Private Sharing Model: By default, users can only see records they own.
Manager Access: A sales rep's manager should be able to see the rep's sensitive records.
Peer Isolation: The rep's colleagues (who are at the same role level in the hierarchy) should not be able to see the records.
Why D is Correct:
The "Grant Access Using Hierarchies" option in the Organization-Wide Defaults (OWD) sharing settings is designed specifically for this. When enabled for an object, it automatically grants a user's manager (and their manager, all the way up the role hierarchy) access to view and edit the user's records. This happens automatically without any manual configuration for each manager. It perfectly enforces the rule: "Managers see their subordinates' data, but peers do not see each other's data."
Why the Other Options are Incorrect:
Why A is Incorrect:
Validation rules are used to prevent the saving of a record if certain data criteria are not met. They are a data integrity tool, not a data visibility tool. A validation rule cannot be used to hide records from a user's view; it can only stop them from saving a record that violates the rule.
Why B is Incorrect:
Granting "View All" data permission in a profile is an extremely powerful and broad setting. It would allow managers to see every record of that object in the org, regardless of who owns it. This violates the principle of confidentiality by giving managers far more access than they need (they should only see their team's data, not every team's data). This is a major security risk for sensitive credit information.
Why C is Incorrect:
While technically possible, creating a separate sharing rule for each manager is an administrative nightmare and not a scalable or recommended practice. It would require creating and maintaining a new rule every time a manager is hired, promoted, or has their team changed. The Role Hierarchy is the native, automated, and scalable way to handle this requirement.
References:
Salesforce Help: Grant Access Using Hierarchies
Relevance: This is the definitive documentation for the feature that solves this problem.
Key Quote: "The Grant Access Using Hierarchies option extends sharing access to a user's managers in the role hierarchy... If your organization-wide sharing default for an object is Private, the Grant Access Using Hierarchies option allows a user's manager to have the same level of access to the user's records."
Salesforce Help: Organization-Wide Sharing Defaults
Relevance: Explains the foundation of the sharing model, where the "Grant Access Using Hierarchies" setting is located.
Key Quote: "Use organization-wide sharing defaults to lock down your data to the most restrictive level, and then use the other sharing tools to open up the data to users who need it."
Trailhead Module: Control Access to the Recruiting App Using Hierarchies
Relevance: This module provides a practical example of using the role hierarchy to control record access, reinforcing the concept tested in the question.
An administrator created two record types on the Account object: Internal Customers and
External Customers. A custom profile called Sales has the External Customers record type
assigned. The sharing rules for Accounts arm set to Public Read Only. On occasion. Sales
users notice that an Account record has the wrong record type assigned. The administrator
has created a screen flow that will change the record type on the user's behalf.
What will happen to the Sales user's record access after running this flow?
A. Read access will be lost to the record.
B. Edit access will be lost to the record.
C. Record Access remains the same.
D. A new record owner will be assigned.
Explanation:
This question tests whether you can separate Salesforce’s record access model (who can read/edit a record) from record type configuration (how the record looks and which picklist values/processes are available). Changing a record’s Record Type does not, by itself, change who can see or edit the record. It mainly changes the page layout and picklist availability that users experience when they interact with the record in the UI. Because the underlying sharing model and object-level permissions remain unchanged, the user’s record access remains the same after the flow runs.
Let’s unpack the scenario and the implications step by step.
1) What governs “record access” in Salesforce?
Record access—i.e., whether a user can read or edit a given record—is controlled by a combination of:
Object permissions on the user’s profile and permission sets (Read, Create, Edit, Delete).
Org-Wide Defaults (OWD) for the object, which set the baseline level of access across the org.
Ownership (the record owner typically has full access, subject to object permissions).
Role hierarchy (if “Grant Access Using Hierarchies” is enabled for the object, managers get access up the chain).
Sharing mechanisms, including criteria-based or owner-based sharing rules, manual sharing, team sharing (e.g., Account Teams), and territory sharing (if enabled).
Administrative overrides like View All or Edit All on the object, and Modify All Data (system-level).
None of the above items depends on the record’s Record Type value. If a user could read or edit a record before the Record Type change, they can still read or edit it after the change—unless some other element of the security model changes (ownership reassignment, a sharing rule update, removal from a team, etc.). In your scenario, none of those changes are described.
2) What does a Record Type control?
Record Types influence the UI configuration and data capture constraints, not who can see or edit a record. Specifically, Record Types control:
Page layout assignment (which fields are shown and in what sections; whether certain fields are read-only/required on the layout).
Picklist value availability for fields (different record types can expose different sets of picklist values).
Business processes (e.g., different sales stages on Opportunities, different support processes on Cases).
They also intersect with profile and permission set configuration in one important way: a profile (or perm set) must have access to a given record type in order for the user to create records of that type and, in many cases, to change the record to that type in the UI. But this is not the same as record access via sharing. It affects whether the user is allowed to select or work with that record type, not whether the user can see or edit the record at all.
3) The nuance that often confuses people
In your scenario, the Sales profile has the External Customers record type assigned. The screen flow changes a record’s Record Type on the user’s behalf (i.e., programmatically). Suppose the flow changes an Account from External Customers to Internal Customers—a type that the Sales profile doesn’t have assigned. What then?
The user’s ability to see the record is unchanged. Your OWD is Public Read Only, so everyone can read Account records regardless of type. The flow didn’t change OWD, ownership, or sharing, so read access is still there.
The user’s ability to edit the record in practice can be affected by record type availability—not by sharing. If the Sales profile isn’t allowed to use the Internal Customers record type, the UI may prevent the user from editing that record unless the record type is switched back or the profile/permission set is updated to include that record type. This may feel like “losing edit access,” but technically they didn’t lose access under the sharing model; they ran into a record-type availability restriction enforced by the UI. The underlying access (as in the right to edit a record they own or are shared to) is the same; the UI won’t proceed because the user doesn’t have permission to work with that record type.
This is precisely why option B (“Edit access will be lost to the record”) is misleading. It conflates record access with record-type availability. If the user had edit rights through sharing/ownership/object permissions prior to the change, they still have those rights. It’s just that the record type assignment on the profile may block editing actions in the UI until the admin grants access to that record type or switches the record back.
4) Why the other options are incorrect
A. Read access will be lost to the record.
Incorrect. With Public Read Only, the baseline read access is org-wide. Changing Record Type does not alter OWD or sharing rules. Therefore, read access persists.
B. Edit access will be lost to the record.
Incorrect for the reasons above. The user’s sharing-based edit rights don’t change just because the Record Type changes. Any edit friction is due to record-type availability, not a change in access.
D. A new record owner will be assigned.
Incorrect. Changing Record Type doesn’t change ownership. Ownership would only change if the flow explicitly reassigns the record or some other process updates the Owner field.
5) Practical admin guidance
If Sales users need to edit records regardless of whether they are Internal or External Customers after the flow runs, ensure that the Sales profile (or a permission set) includes both record types. That way, the UI won’t block the edit because of record-type availability.
If the purpose of the flow is to correct bad data entry, consider adding entry criteria to the flow so it only switches to a record type that the user’s profile can interact with—or add a subflow that checks the user’s record-type access and warns them (or routes the change to an admin) if they lack access.
Keep the OWD and sharing model stable unless there’s a business reason to change who should see or edit these records. Record Type is not the lever for confidentiality; sharing is.
Bottom line:
Changing the Record Type via the flow does not change the underlying sharing or permissions. The user’s record access remains the same—which makes C the correct answer.
Cloud Kicks is a large company with many divisions. Some divisions have a higher
turnover, so each division wants to be able to create and manage users only within their
division.
What should the administrator do to set this up?
A. Set up delegated administrators for the division leaders.
B. Assign a flat territory role hierarchy for the divisions.
C. Create a permission set group for the division leaders.
D. Customize and assign profiles for the division teams.
Explanation:
In a large, division-based organization like Cloud Kicks, where high turnover in certain divisions necessitates localized user management, Salesforce's Delegated Administrator feature is the ideal solution. This allows division leaders (or designated admins) to perform user administration tasks—such as creating, editing, resetting passwords, assigning profiles, and managing licenses—exclusively for users within their division.
To implement, the administrator navigates to Setup > Delegated Administration > Delegated Administrators, creates a new Delegated Group, and assigns it to the division leaders' profiles or users. Within the group setup, under "User Administration," the admin specifies the exact roles (e.g., "Division A Sales") and all subordinate roles that the delegated admins can manage. This scopes their access to only users in those roles, preventing them from affecting users in other divisions.
Additional options include whitelisting specific permission sets for assignment and enabling "Log in as" for troubleshooting, all while maintaining full admin oversight via audit trails. This declarative approach scales efficiently for multiple divisions, reduces central admin workload, and ensures compliance by limiting overreach.
Why Other Options Are Incorrect:
B. Assign a flat territory role hierarchy for the divisions: Role hierarchies (including territory-based ones) primarily govern record-level data visibility and sharing (e.g., allowing managers to see subordinates' records). They do not grant or restrict user management permissions like creating or editing users; that's handled by profiles, permission sets, or delegated admins. A flat hierarchy might simplify data access but wouldn't address the turnover-driven need for division-specific user control.
C. Create a permission set group for the division leaders: Permission set groups bundle multiple permission sets to grant composite access (e.g., Manage Users + View Setup), which could empower leaders with user admin rights. However, this applies org-wide without inherent scoping to divisions—leaders could manage any user unless combined with other restrictions like roles, making it insufficient alone for the requirement.
D. Customize and assign profiles for the division teams: Profiles provide baseline object/field permissions, and customizing one per division (e.g., "Division A Sales Profile" with Manage Users) would allow team-level management but requires ongoing maintenance for turnover (e.g., profile cloning/updates). It's not scoped to only intra-division users and violates best practices by proliferating custom profiles, which can hit org limits (up to 2,000 total).
References:
Salesforce Help: Define Delegate Administrators – Details enabling delegated admins to manage users in specified roles and subordinates, ideal for division-based scoping.
Salesforce Help: Set Up a Delegated Administrator – Step-by-step guide to creating delegated groups, specifying roles, and assigning to leaders for targeted user management.
Salesforce Ben: How to Set Up a Delegate Administrator in Salesforce – Practical overview confirming role-based restrictions for user tasks in multi-division orgs.
DreamHouse Realty has a rental team and a real estate team. The two teams have
different safes processes and capture different client information on their opportunities.
How should an administrator extend the Opportunity object to meet the teams' different
needs?
A. Leverage Opportunities for the Real Estate Team and create a new custom object for the Rental Team Opportunities.
B. Use separate record types, page layouts, and sales processes for the Rental and Real Estate Teams.
C. Create Opportunity Teams for the Rental and Real Estate Teams and make appropriate fields visible to only the necessary team.
D. Add a section for Rental and a section for Real Estate on the Opportunity Master Record Type to keep the information separate.
Explanation:
Salesforce provides a powerful way to customize standard objects like Opportunity to meet the needs of different business units through:
Record Types: Allow you to define different business processes and picklist values.
Page Layouts: Control which fields and sections are visible to users based on the record type.
Sales Processes: Define the sequence of stages in the Opportunity lifecycle tailored to each team.
In this scenario, DreamHouse Realty has two distinct teams—Rental and Real Estate—each with different sales processes and client data requirements. By using separate record types, the administrator can:
Assign a Rental Opportunity record type to the Rental team and a Real Estate Opportunity record type to the Real Estate team.
Customize page layouts so each team sees only the fields relevant to their workflow.
Define sales processes that reflect the unique stages for rentals vs. real estate transactions.
This approach is scalable, maintainable, and aligns with Salesforce best practices.
📘 References:
Record Types Overview
Customize Page Layouts
Sales Processes in Salesforce
❌ Why the Other Options Are Incorrect
A. Leverage Opportunities for the Real Estate Team and create a new custom object for the Rental Team Opportunities
This is not recommended because it introduces unnecessary complexity. Both teams are working with sales-related data, so it’s better to use the standard Opportunity object and customize it with record types. Creating a new custom object would fragment reporting, automation, and scalability.
C. Create Opportunity Teams for the Rental and Real Estate Teams and make appropriate fields visible to only the necessary team
Opportunity Teams are used to assign multiple users to a single Opportunity for collaboration. They do not control field visibility or sales processes. Field visibility is managed through page layouts and profiles, not Opportunity Teams.
D. Add a section for Rental and a section for Real Estate on the Opportunity Master Record Type to keep the information separate
This approach would clutter the layout and expose irrelevant fields to both teams. It’s inefficient and confusing. Record types and page layouts are designed specifically to avoid this kind of overlap.
A user is getting an error when attempting to merge two accounts. The administrator
checks the
profile to see the user has Read/Write permission on Accounts and is the owner of both
records.
What is preventing the user from completing the merge?
A. Only administrators have permission to merge records.
B. The user is assigned to the wrong territory.
C. The Account matching rules are not set.
D. The Delete permission is missing on the user for Accounts.
Explanation:
Why this is correct
In Salesforce, merging records (Accounts, Contacts, or Leads) requires the user to have Delete permission on that object. Even if the user is the owner of both Accounts and has Read/Write access, the merge action won’t proceed without Delete on Account. That’s because the merge process effectively deletes the losing record(s) and consolidates data into the master record—hence the need for Delete.
Why the others are wrong?
A. Only administrators have permission to merge records.
Not true. Non-admin users can merge records as long as they have the right object permissions (including Delete) and appropriate access to the records being merged.
B. The user is assigned to the wrong territory.
Territory assignment affects record access/visibility, not the ability to merge once the user already owns and can edit the records. Territory is irrelevant here.
C. The Account matching rules are not set.
Matching/duplicate rules help identify potential duplicates and control whether to allow/block saving duplicates. They are not required to perform a manual merge of two records the user already selected; lacking a matching rule doesn’t cause a merge error.
Key takeaway
To merge Accounts, the user must:
Have Read and Edit on Account (met),
Be able to access both records (met; user is owner), and
Have Delete on Account (missing → causes the error).
Grant the user Delete permission on Accounts (via profile or permission set), and the merge will work.
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