Free ADX-201E Exam Braindumps (page: 18)

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Cloud Kicks has Service end Soles Manager roles that need to be able to see a I Accounts. Currently, they each have their own custom profile. The organization-wide defaults are set to Private and a sharing rule share access to Accounts to the sales and service teams based on criteria.
What should the administrator do to allow the service and sales Manager to sec all Accounts?

  1. Configure a custom profile for each manager that gives them view All on Accounts.
  2. Set the organization-wide default for Accounts to Public Read Only.
  3. Create a permission set with view All to Accounts and assign it to the Service and Sales Managers.
  4. Move the Service and Sales Managers higher in the role hierarchy.

Answer(s): C

Explanation:

A permission set is a collection of settings and permissions that can extend users' functional access without changing their profiles. By creating a permission set with view All on Accounts and assigning it to the service and sales managers, an administrator can grant them access to all account records in their org without modifying their existing profiles.


Reference:

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



Sales reps end partner consultants at Cloud Kicks work on the same kinds of shoe deals. The administrator has been asked to ensure that the Profit new on the Opportunity object is available to sales reps and is hidden from partners using Field Level Security.
Which two features should the administrator use to fulfil this request? Choose 2 answers

  1. Permission Set
  2. Record Type
  3. Organization-wide Defaults
  4. Profiles

Answer(s): B,D

Explanation:

A delegated administrator is a user who has been granted limited administrative privileges by an administrator through delegated administration groups. Delegated administrators can perform some administrative tasks without having full access to Setup. Some functions that delegated administrators can perform are:
B) Build automation and validation rules using screen flows Screen flows are types of flows that guide users through screens with elements such as text boxes, picklists, radio buttons, etc. Screen flows can also perform actions such as creating records, updating fields, sending emails, etc. Delegated administrators can build automation and validation rules using screen flows if they have been granted access to create and edit flows by an administrator.


Reference:

https://help.salesforce.com/s/articleView?id=sf.flow_concepts_design_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.flow_distribute_delegated_admins.htm&type=5 D) Make updates to permission set configurations
Permission sets are collections of settings and permissions that can extend users' functional access without changing their profiles. Delegated administrators can make updates to permission set configurations if they have been granted access to manage users by an administrator.

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



An administrator is asked to create a report to calculate the year-over--year changed in the dollar amount of a company's opportunities.
What reporting tool should be used to complete this request?

  1. A row-level formula to compare amounts grouped by year.
  2. A joined report with two report blocks for each year
  3. A custom summary formula with PARENTGROUPVAL function
  4. A custom summary formula with the PREVGROUPVAL function.

Answer(s): D

Explanation:

A custom summary formula is a formula that calculates values from summary fields in reports such as sums, averages, counts, etc. Custom summary formulas can use functions such as PREVGROUPVAL which returns the value of a field from the previous row at the same grouping level. By using a custom summary formula with the PREVGROUPVAL function, an administrator can create a report to calculate the year-over-year change in the dollar amount of a company's opportunities by subtracting the amount from the previous year from the amount from the current year and dividing by the amount from the previous year.


Reference:

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



Universal Containers has found duplicate contacts in Salesforce. The sales team administrator prevent duplicate records from being created.
Which two ways should the administrator customize duplicate management? Choose 2 answers

  1. Modify the Global Picklist Value Sets.
  2. Configure custom duplicate rules.
  3. Create custom matching rules.
  4. Set up mobile duplicate alerts.

Answer(s): B,C

Explanation:

Duplicate management is a feature that allows administrators to prevent or allow duplicate records for standard or custom objects. Duplicate management consists of two components: duplicate rules and matching rules.
B) Configure custom duplicate rules.
Duplicate rules are rules that determine what actions to take when users try to save duplicate records. Duplicate rules can block users from saving duplicates, alert users of duplicates and let them save anyway, or report on duplicates without affecting the save operation. Duplicate rules can also specify which fields to use for matching and which security settings to enforce. By configuring custom duplicate rules, the sales team administrator can prevent duplicate records from being created for contacts or other objects.


Reference:

https://help.salesforce.com/s/articleView?id=sf.data_prevent_duplicates.htm&type=5 C) Create custom matching rules.
Matching rules are rules that determine how duplicate records are identified by comparing fields and applying fuzzy matching algorithms. Matching rules can be standard or custom. Standard matching rules are predefined by Salesforce and apply to common objects such as contacts, accounts, or leads. Custom matching rules are created by administrators and apply to any standard or custom object. By creating custom matching rules, the sales team administrator can define how duplicate records are detected for contacts or other objects.

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






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