An administrator created a record trigger flow to update contacts. How should the administrator reference the values of the active record the flow is running on?
A. Use the {!Contact.Id} global variable.
B. Use the {!Account.Id} record variable.
C. Use the $Record global variable.
D. Use the Get Records element to find the Id.
Explanation:
When you build a record-triggered flow, Salesforce provides the $Record global variable, which contains all the field values of the record that triggered the flow. This variable lets you read or update fields on the triggering record without adding any Get Records elements, making your automation more efficient. For example, if your flow updates the Contact’s Phone field, you’d reference $Record.Phone in your assignment or update element. Using $Record is significantly faster and consumes fewer resources than querying the record again.
Northern Trail Outfitters has hired interns to enter Leads Into Salesforce and has requested a way to identify these new records from existing Leads. What approach should an administrator take to meet this requirement?
A.
Create a separate Lead Lightning App.
B.
Define a record type and assign it to the interns.
C.
Set up Web-to-Lead for the interns' use.
D.
Update the active Lead Assignment Rules.
Define a record type and assign it to the interns.
Explanation:
Record Types let you segment records of the same object into distinct business processes. By creating a “Intern” Lead record type, you can automatically tag and, if desired, apply a unique page layout or picklist values for those records. Assigning that record type to only the intern users ensures that every Lead they create carries the “Intern” identifier, making reporting, validation, and UI customization straightforward. Other approaches—like a separate app or assignment rules—don’t inherently tag the record as “intern data.”
Which two objects are customizable the Stage Setup Flow?
(Choose 2 answers)
A.
Leads
B.
Campaigns
C.
Opportunities
D.
Campaign Members
Leads
Opportunities
Explanation:
The Stage Setup Flow—Salesforce’s guided flow for configuring your sales stages—allows you to define and customize both Lead Statuses and Opportunity Stages. This guided setup accelerates ramp-up by walking you through each status or stage you use in your sales process. Campaigns and Campaign Members aren’t part of this flow, since the focus is exclusively on the lead-to-opportunity progression.
Northern Trail Outfitters has a custom quick action on Account that creates a new Case. How should an administrator make the quick action available on the Salesforce mobile app?
A. Create a custom Lightning App with the action.
B. Modify compact Case page layout to include the action.
C. Include the action in the Salesforce Mobile Navigation menu.
D. Add the Salesforce Mobile and Lightning Experience action to the page layout.
Explanation:
To expose an object-specific quick action in the mobile app, add it to the Salesforce Mobile and Lightning Experience Actions section of the object’s page layout. Once placed there, the action appears in the mobile action bar. Other options (like modifying a Lightning App or navigation menu) do not automatically surface object-specific actions on record detail pages.
Ursa Major Solar wants its sales reps to be aware when they are speaking with high-profile customers. Which two options should be added to the Lightning record pages to achieve this?
(Choose 2 answers)
A. Custom Component
B. Highlight Panel
C. Action and Recommendations
D. Component Visibility Filter
E. Rich Text Area
Explanation:
A Rich Text component lets you craft a bold, styled banner or message (for example, “⚠️ High-Profile Customer”) directly on the record page. Coupling this with a Component Visibility Filter ensures the banner only appears when the record meets your “High-Profile” criteria (e.g., a checkbox or picklist value). This declaratively highlights critical customers without writing any code.
Dreamhouse Realty agents are double-booking open house event nights. The evet manager wants to event submission process to help agents fill in event details and request dates. How should an administrator accomplish the request?
A. Create a workflow role to update the Event Date Field.
B. Create an approval process on the Campaign object.
C. Create a sharing rule so that other agents can view events.
D. Create a campaign for agents to request event dates.
Explanation:
An approval process is the only solution that proactively prevents double-booking by requiring managerial review before event dates are confirmed. It can validate conflicts against existing events (e.g., via a validation rule or flow) and escalate exceptions.
Alternatives fall short:
Workflow (A): Can’t block submissions; only updates fields post-save.
Sharing Rules (C): Improve visibility but don’t enforce checks.
Campaign for Dates (D): Manual and prone to human error.
Key advantages of approvals:
Automated Checks: Compare new requests against a calendar.
Audit Trail: Tracks who approved/rejected requests.
Flexible Criteria: Approvals can trigger only when dates overlap.
AW Computing would like to improve its Case Lightning record page by including:
A filtered component to display a message in bold font when a case is saved as acritical record type.
A quick way to update the account status from the case layout.
Which two components should an administrator use to satisfy these requests?
(Choose 2 Answers)
A. Related List
B. Related Record
C. Record details
D. Rich text
Explanation:
The Related Record component lets reps update the parent Account’s status directly from the Case layout, eliminating navigation delays. For example, a "Service Level" picklist on the Account can be edited inline.
Rich Text displays conditional messages (e.g., bold warnings for critical cases) using HTML formatting. A formula field or flow can dynamically populate this text based on RecordType.DeveloperName = "Critical".
Why not other options?
Related List (A): Shows child records (e.g., Contacts), not parent fields.
Record Details (C): Displays fields but doesn’t enable quick edits.
When users login to Salesforce via the user interface, which two settings does the system check for authentication?
(Choose 2 answers)
A. The user’s Two-Factor Authentication for API Logins permission
B. The role IP address restrictions
C. The user’s profile login hours restrictions
D. The user’s Two-Factor Authentication for User Interface Logins permission
Explanation:
Salesforce checks two critical settings during UI login:
Login Hours (C): Profile-based time restrictions (e.g., "8 AM–6 PM Weekdays"). If violated, login is blocked.
2FA for UI Logins (D): A permission set or profile setting enforcing multi-factor authentication.
Why not others?
2FA for API (A): Only applies to API integrations (e.g., REST/SOAP).
IP Restrictions (B): Org-wide network settings, not user-specific.
Cloud Kicks has asked the administrator to test a new screen flow that create contacts. What are two key components of testing the flow?
(Choose 2 answers)
A. Set Up a flow interview to test the flow.
B. Run the flow using it to create contacts.
C. Use Debug to test the flow in Flow Builder.
D. Test the flow in a sandbox.
Explanation:
Debug in Flow Builder runs the flow step-by-step in a rollback context, showing variable values and decision paths—ideal for troubleshooting.
Always test new flows in a sandbox to avoid impacting production data and to verify behavior under realistic conditions before deployment.
At cloud kicks sales reps use discounts on the opportunity record to help win sales on products. When an opportunity is won, they then have to manually apply the discount up the related opportunity products. The sales manager has asked if three is a way to automate this time consuming task. What should the administrator use to deliver this requirement?
A.
Flow Builder
B.
Approval Process
C.
Prebuild Macro.
D.
Formula field
Flow Builder
Explanation:
Flow Builder is Salesforce’s declarative automation tool, capable of iterating over child OpportunityProduct records, calculating the correct discounted price, and updating each record automatically. A record-triggered Flow (e.g., on Opportunity → Won) can Get Records for related OpportunityLineItems, run through a Loop, adjust the UnitPrice by the desired discount, then Update Records. This approach requires no code, provides a clear UI for future maintenance, and can be extended easily for complex logic.
An administrator supporting a global team of salesforce users has been asked to configure company settings.
(Choose 2 options)
A. Currency Locale
B. Default Language
C. Password Policy
D. Login Hours
Explanation:
Salesforce’s Company Settings define defaults that apply org-wide before individual user overrides. The Default Language setting determines which language appears on labels, system messages, and setup pages for new users until they select their personal language preference. Likewise, the Currency Locale sets the default currency and number-formatting locale for multi-currency orgs, determining how amounts display on records and reports. In contrast, Password Policy and Login Hours belong under Security Settings and Profile configuration, respectively, and are not part of Company Settings. By configuring the Default Language and Currency Locale in Company Settings, the administrator ensures the entire global team sees consistent, localized defaults immediately upon login, before their personal preferences take effect.
The VP of Sales at Cloud Kicks is receiving an error message that prevents them form saving an Opportunity. The administrator attempted the same edit without receiving an error. How can the administrator validate the error the user is receiving?
A.
Edit the page layout.
B.
View the setup audit trail.
C.
Log in as the user
D.
Review the sharing model
Log in as the user
Explanation:
Salesforce’s “Login As” feature lets administrators assume the identity of any standard user (subject to permission settings) to reproduce exactly what the user experiences, including UI configurations, sharing rules, record-level security, and profile restrictions. By logging in as the VP, the administrator can replicate the error message, inspect which field or sharing rule is blocking the save, and see any page-layout or validation-rule messages—without asking the VP to take screenshots or describe the issue. This direct approach is faster and more accurate than reviewing audit trails or sharing models in isolation.
| Page 6 out of 21 Pages |
| Previous |