Free Salesforce CRT-211 Practice Exam with Questions & Answers | Set: 4

Data Import Wizard is a tool that allows administrators to import data for standard and custom objects in Salesforce using CSV files. Data Import Wizard can handle up to 50,000 records at a time and supports simple data transformations and validations. Data Import Wizard can be used to upload recordsfor a custom object when the number of records is small and the import frequency is low.

To ensure that sales reps’ managers can view records containing customer’s credit information but their colleagues cannot, NTO should grant access using hierarchies via the sharing settings. This option allows users above another user in the role hierarchy to have access to records owned by or shared with users below them in the hierarchy. References:https://help.salesforce.com/s/articleView?id=sf.admin_sharing.htm &type=5

Escalation rules are rules that automatically escalate cases if they have not been resolved within a certain time frame or meet certain criteria such as priority or status. Escalation rules can perform actions such as changing ownership of cases, sending email notifications, or creating tasks for users or queues. By using escalation rules, AW Computing can ensure that cases are properly prioritized and handled within their SLA time limit.

Assignment rules are rules that automatically assign cases to users or queues based on criteria such as case origin, type, or product. Assignment rules can also send email notifications to users or customers when a case is assigned. By using assignment rules, AW Computing can ensure that cases are routed to the right agents or teams based on their skills and availability. References: https://help.salesforce.com/s/articleView?id=sf.case_escalation_rules_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.customize_caseassign.htm &type=5

A delegated administratoris 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 delegatedadministrators can perform are:

• A) Set up users and password management.

Delegated administrators can set up and manage users who belong to specified roles or territories, including creating, editing, freezing, and unlocking users; resetting passwords;assigning permission sets; and managing public groups. References: https://help.salesforce.com/s/articleView?id=sf.admin_useradmin_delegated.htm &type=5

• D) Make updates to permission set configurations

Permission sets are collections of settings andpermissions 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. References: 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

Sharing rules are automatic exceptions to organization-wide sharing settings that grant additional access to records based on record ownership or criteria. By creating a sharing rule onthe Account object for all members of the account services role to have Read/Write access, the administrator can allow users in that role to edit and change ownership of Accounts owned by any of their team members, regardless of the organization-wide sharing setting for Account. References:https://help.salesforce.com/s/articleView?id=sf.security_sharing_rules.htm &type=5

As explained in question 4, record types allow administrators to offer different business processes, picklist values, and page layouts to different users based on their profiles. By using separate record types for rental and real estate opportunities, DreamHouse Realty can capture different client information on their opportunities using custom page layouts for each record type. The record types canalso determine which sales processes and paths are available for each opportunity type. References:https://help.salesforce.com/s/articleView?id=sf.customize_ recordtype.htm&type=5

When the feature for Contacts to multiple Accounts is enabled, a Contact can have a direct relationship with multiple Accounts. However, one of these relationships must be designated as the primary Account relationship. This relationship is required on a Contact regardless of the page layout settings and cannot be removed unless the Contact is deleted or merged with another Contact. References: https://help.salesforce.com/s/articleView?id=sf.sha red_contacts_set_up.htm&type=5https://help.salesforce.com/s/articleView?id=sf.shared_contacts_considerations.htm &type=5

Contacts to Multiple Accounts is afeature that allows administrators to relate a contact to multiple accounts without creating duplicate contacts for each account. This feature is useful for scenarios where a contact has business relationships with more than one account, such as consultants, brokers, or loan advisors. By setting up Contacts to Multiple Accounts for loan advisors at DreamHouse Realty, administrators can track which loan advisors work with which customers and which accounts without creating duplicate contacts for each account. References:https://help.salesforce.com/s/articleView?id=sf.contacts_multiple_accounts_overview.htm &type=5

Territory management is a feature that allows you to grant access to accounts and opportunities based on criteria such as geography, industry, product line, or customer size. A territory is a grouping of accounts and users that represents a market segment or business unit. In this case, the administrator should utilize territory management to add the operations team to the East territory, which contains all the accounts and opportunities in the East region. This way, the operations team members can access all the records in their territory regardless of who owns them or what the organization-wide default is. References: https://help.salesforce.com/s/articleView?id=sf.territories_overview.htm &type=5https://help.salesforce.com/s/articleView?id=sf.territories_define.htm &type=5

Data Categories are a way to organize and classify knowledge articles into a hierarchical structure based on topics or criteria. Data Categories can help service reps quickly narrow down the number of articles by filtering or browsing by category. Data Categories can also be used to control the visibility and access of articles for different users or roles.