Configuration and Setup

A new administrator at Universal Containers needs to verify the default currency, the organization's data storage usage, and the org ID before opening a support case with Salesforce. Where in Setup should the administrator go to find all of this information in one place?

A Salesforce administrator returns from a two-week vacation and discovers that a custom picklist field on the Case object now has several new values that were not there before. The administrator wants to determine which user made the configuration change and when it occurred. Which tool should the administrator use?

An administrator manages 40 users across three teams. Each user needs a combination of permissions: a base set of object access common to everyone, plus additional permissions depending on which projects they support. The administrator finds that assigning multiple individual permission sets to each user one at a time is time-consuming and error-prone. What is the most efficient way to streamline assigning these bundled permissions to users who share the same responsibilities?

A multinational organization has enabled multiple currencies. A newly hired sales rep based in Germany was created by the admin, but all of her opportunity amounts default to US Dollars and dates display in the US format (MM/DD/YYYY). The admin needs to fix this so the rep's records default to Euros and European date formatting. Which combination of settings should the admin adjust on the user record?

A new sales manager, Priya, complains that she cannot see the opportunities owned by the three reps who report to her. All three reps report to Priya on the org chart, the Opportunity org-wide default is Private, and no sharing rules exist for Opportunities. When you check the Roles setup, you find Priya's user record is assigned to a role that sits at the same level as her reps' role rather than above it. What is the BEST way to give Priya visibility into her reps' opportunities?

A Salesforce administrator receives a request from the compliance team: sales representatives must never be able to see the 'Social Security Number' field on the Contact object anywhere in Salesforce, including in reports, list views, and the API. A junior admin suggests simply removing the field from the sales reps' Contact page layout. What is the BEST way for the administrator to meet the compliance requirement?

The finance team at Northern Trail Outfitters informs the administrator that the company's fiscal year runs from February 1 to January 31 rather than following the calendar year. The administrator navigates to Setup to change the fiscal year settings from a standard fiscal year to a custom fiscal year. What important consideration must the administrator communicate to the finance team before making this change?

An administrator is notified that an employee has just left the company unexpectedly. The security team wants the employee locked out of Salesforce immediately, but the employee is the sole owner of many open opportunities and is assigned as the recipient on active workflow email alerts. The administrator cannot reassign all the records and clean up the automation right away. What should the administrator do to block access immediately while avoiding license and automation issues?

A user reports that a Lightning page keeps throwing an error only in their session, and no one else can reproduce it. The administrator wants Salesforce Support to log in as this specific user to investigate the problem directly. Company policy has NOT enabled 'Administrators Can Log in as Any User.' What is the correct way to give Salesforce Support the ability to access this user's account?

The organization-wide default for Contracts is set to Private. A contract negotiator, Maria, needs read/write access to one specific high-value contract owned by a colleague in a different role branch. This access should NOT extend to any other contract records. What is the most appropriate way for the record owner to grant Maria this access?

A global company has enabled multiple currencies in their Salesforce org. The finance team wants opportunity amounts and closed reports to reflect the exchange rate that was in effect on the date each opportunity closed, rather than always using the current rate. As the administrator, what should you configure to meet this requirement?

At Northwind Trading, the Account object has an organization-wide default of Private. The administrator wants Contact record access to always match whatever access a user has to the Contact's parent Account, without maintaining a separate set of Contact sharing rules. What should the administrator set as the organization-wide default for Contact?

At Northern Trail Outfitters, the Account object's organization-wide default is set to Private. The support team, who sit in a separate branch of the role hierarchy from the sales team, needs read/write access to all Account records so they can update customer information while handling cases. The support team's role is not above the sales team's role in the hierarchy. What should the administrator do to grant this access with the least disruption to the existing sharing model?

At Northern Trail Outfitters, the OWD for Accounts is set to Private. The administrator needs to ensure that any Account record where the custom field 'Region' equals 'West' is automatically shared with the West Sales public group as Read/Write, regardless of who owns the record. Which type of sharing rule should the administrator create?

At Cloud Kicks, all sales users share the same profile, which grants read-only access to the Contracts object. The VP of Sales asks the administrator to give only one specific sales rep, Maria, the ability to create and edit Contract records — without changing access for any other user on that profile. What is the most appropriate way to accomplish this?

An administrator has assigned a user two permission set groups. One group grants 'Modify All Data' as part of a bundled data-management role, but the security team requires that users assigned this permission set group must NOT receive 'Modify All Data' while still keeping every other permission the group grants. What is the most efficient way to meet this requirement?

The support team at Cloud Kicks works standard shifts from 7:00 AM to 7:00 PM, Monday through Friday. The administrator wants to prevent these support agents from logging into Salesforce outside of those hours to comply with a new labor policy. All agents are assigned to the 'Support Agent' profile. What should the administrator configure to enforce this requirement?

A new Custom Object called 'Project' has its organization-wide default set to Private. A sales user reports that although her profile has Read and Edit permissions on the Project object, she can only see the Project records she owns and none created by her teammates. She needs to view (but not edit) her teammates' Project records. Which action should the administrator take to grant this access without changing the object-level permissions?

A pharmaceutical company has Private organization-wide defaults for the Case object. The support team is organized by product line, and members of the 'Cardiology Support' team come from three different roles across two divisions. The administrator needs to create a sharing rule that shares all Cardiology-related cases with exactly these individuals, regardless of their role. What should the administrator do to define the set of users who will RECEIVE access in the sharing rule?

The security team at Cloud Kicks discovered that a group of contractors who use the 'Contractor' profile are logging in from personal devices outside the corporate network. Leadership wants to ensure that users assigned to only the Contractor profile can log in exclusively from the office IP range, while all other employees remain able to log in from anywhere. What should the administrator configure?