SF-Admin Object Manager and Lightning App Builder — 15 Questions

Question 1

A sales manager wants the 'Discount Percentage' field on the Opportunity object to be visible only to users with the 'Sales Manager' profile. How should the administrator configure this requirement?

Accepted Answer

Modify the Field-Level Security settings for the 'Discount Percentage' field on the Sales Manager profile.. Field-level security is the primary mechanism for controlling field visibility based on profiles in Salesforce. By modifying the profile permissions, the administrator ensures that only authorized personnel can view or edit the sensitive information. This granular control is essential for maintaining data privacy and ensuring that users only interact with fields relevant to their specific business roles, thus preventing unauthorized data exposure.

Answer

Set the field visibility to hidden in the Lightning Record Page component visibility settings.

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Create a validation rule that restricts viewing based on the user's profile ID.

Answer

Change the page layout assignment for the Sales Manager profile to a restricted layout.

Question 2

An administrator needs to create a custom object to track 'Maintenance Requests'. Which TWO actions must the administrator perform during object creation?

Accepted Answer

Define the Object Label, Plural Label, and Object Name.. Creating a custom object requires defining the object's label and API name to ensure it integrates correctly with the Salesforce metadata. Enabling features like reports and activities ensures the object is functional for end-users immediately upon deployment. These steps form the foundation of object management, allowing for seamless tracking of business processes within the Salesforce environment while ensuring metadata consistency for future development cycles.

Answer

Assign a custom permission set to the object.

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Configure the lookup filter for the primary relationship.

Answer

Deploy a custom Lightning component to the record page.

Question 3

Which THREE conditions must be met to convert a lookup relationship to a master-detail relationship?

Accepted Answer

All existing records must contain a value in the lookup field.. Converting a lookup to a master-detail relationship ensures tighter coupling and cascading security. However, this is restricted by the presence of existing data. Ensuring all records have a parent, the relationship is not part of a circular dependency, and the object is not a child in another master-detail relationship are critical technical safeguards that prevent data corruption and maintain the integrity of the Salesforce object model.

Answer

The lookup field must be created as a custom field on the parent object.

Answer

The user must have the 'View All Data' permission enabled.

Question 4

Which element defines the standard fields and sections on a Lightning record page?

Accepted Answer

Page Layout. Page layouts are the primary tool for defining the structure of record details in Salesforce. They control which fields are visible, whether they are read-only or required, and how they are grouped within sections. Understanding the role of page layouts is fundamental to the Salesforce Administrator role, as it dictates the user experience for every record view in the classic and Lightning environments.

Answer

Lightning App Builder

Answer

Record Type

Answer

Compact Layout

Question 5

Which TWO of the following are true regarding the use of Dynamic Forms?

Accepted Answer

Fields can be hidden based on criteria.. Dynamic Forms allow administrators to move fields out of the page layout and into individual components on the Lightning page. This provides unprecedented control over the UI, allowing for conditional visibility at the field level. By understanding that these forms replace the need for multiple page layouts and allow field-level visibility, administrators can significantly reduce the number of layouts they must manage, improving system maintainability.

Answer

Dynamic Forms require a record type to be defined.

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Dynamic Forms work on all standard and custom objects.

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Page layouts are still required to control the 'New' record button.

Question 6

An administrator needs to change the label of a custom object. Where should this be done?

Accepted Answer

In the Object Manager details.. The Object Manager is the central location for managing all metadata related to objects in Salesforce. Changing the label of a custom object is a standard administrative task that must be performed in the object's detail settings. This change updates the label throughout the platform, ensuring consistency in the user interface and reporting labels, while the underlying API name remains unchanged.

Answer

In the Translation Workbench.

Answer

In the Lightning App Builder.

Answer

In the Custom Metadata Types menu.

Question 7

Which THREE actions can be performed directly within the Lightning App Builder?

Accepted Answer

Add custom Lightning components to a page.. The Lightning App Builder is a powerful drag-and-drop tool that allows administrators to modify the layout and functionality of Lightning pages. By enabling capabilities like adding components, configuring dynamic forms, and setting visibility filters, it transforms static page layouts into interactive, data-driven interfaces. Mastering these three actions is fundamental for creating efficient user experiences that surface the right information at the right time based on the business process requirements.

Answer

Define Field-Level Security for profiles.

Answer

Create new custom objects.

Question 8

Which type of field should an administrator use to allow users to select only one option from a predefined list of values on a custom object?

Accepted Answer

Checkbox field.. A Picklist field is the standard tool for restricting user input to a specific set of choices. This ensures data consistency and quality by preventing free-text entry, which often leads to typos and reporting errors. Using picklists is a fundamental practice in Salesforce administration for maintaining clean, actionable data that can be easily analyzed via reports and dashboards across the entire organization.

Answer

Text field.

Answer

Multi-Select Picklist.

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Number field.

Question 9

An administrator wants to ensure that a custom field is always populated when a record is created. Which feature should they use?

Accepted Answer

Set the field as 'Always required' on the field definition.. Making a field 'Required' at the field level is the most effective way to ensure data capture. When a field is set to be required, the record cannot be saved unless the field contains a value. This enforces business process compliance directly at the database level, preventing missing information that could hinder reporting, automation, or subsequent analysis tasks throughout the record's lifecycle within the Salesforce system.

Answer

Set the field as 'Required' on the Page Layout.

Answer

Create a Validation Rule that checks for ISBLANK.

Answer

Use a default value.

Question 10

Which TWO settings are available when customizing a Lightning record page in the App Builder?

Accepted Answer

Component Visibility Filters.. The Lightning App Builder provides granular control over how information is presented to users. By allowing administrators to determine the visibility of components and the layout of fields, they can create highly personalized and efficient user experiences. These settings are crucial for reducing noise on the screen and ensuring that the most relevant information is readily available to the user based on the record type or context.

Answer

Object-level sharing rules.

Answer

Field-level security.

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Org-wide default settings.

Question 11

Universal Containers wants to restrict users from changing the value of a custom Stage field on the Opportunity object once the stage reaches Closed Won. The validation rule must fire only when the stage is already Closed Won and a different value is attempted. Which formula function should the administrator use to achieve this requirement?

Accepted Answer

Use ISCHANGED() on the Stage field combined with PRIORVALUE(Stage, "Closed Won") to evaluate the previous state. The ISCHANGED function evaluates whether the current value of a specified field is different from the original value loaded at the start of the transaction. Combining this with PRIORVALUE ensures the rule detects specifically when a user tries to move an opportunity backward or sideways out of the Closed Won stage. Mastering this pattern prevents unauthorized data alterations on critical locked-down business lifecycle milestones.

Answer

Use ISNEW() combined with PRIORVALUE() to detect modifications during updates

Answer

Use VLOOKUP() to cross-reference an external validation matrix table for stage constraints

Answer

Use PRIORVALUE() alone to compare current field values against historical audit logs

Question 12

An administrator needs to optimize a Lightning record page for the Account object so that sales representatives see only relevant information based on their user profile. Which TWO features can the administrator use to implement component-level visibility filtering? (Choose two.)

Accepted Answer

Advanced conditional visibility filters based on user profile attributes. Component visibility filters in the Lightning App Builder allow administrators to dynamically display or hide individual components based on record fields, user permissions, or device types. Utilizing these filters streamlines the user interface, reducing clutter and ensuring sales representatives focus solely on data relevant to their specific operational workflows.

Answer

Global picklist dependency matrices configured at the object manager level

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Custom page layouts assigned exclusively through permission set licenses

Answer

Profile-based application menu overrides for standard navigation tabs

Question 13

An administrator created a rich text component on a Lightning record page and added a visibility filter so that it only displays when the Annual Revenue field is greater than 1,000,000. However, users report that the component is visible even when the account revenue is blank. What is the root cause of this behavior?

Answer

Rich text components do not support visibility filters tied to standard currency or numeric fields.

Answer

Annual Revenue evaluates as zero when blank, which satisfies the greater-than criteria in the filter logic.

Answer

Lightning record page filters require a companion validation rule on the underlying object schema.

Answer

The component visibility filter evaluates multi-currency conversions incorrectly when the user locale differs.

Question 14

Which TWO actions can an administrator perform within the Object Manager to modify standard objects?

Accepted Answer

Create custom fields on the object.. In Object Manager, administrators have significant flexibility to tailor standard objects to meet business needs. While standard objects cannot be deleted, adding custom fields and creating validation rules are fundamental administrative tasks. These capabilities are crucial for ensuring that standard data structures, such as Leads or Accounts, store the unique information required for specific organizational workflows and data integrity standards.

Answer

Delete the standard object from the organization.

Answer

Change the data type of a standard field.

Answer

Remove the standard object from the Object Manager list.

Question 15

A system administrator needs to ensure that the 'Industry' field on the Account object is always populated whenever a record is created or edited. Which feature should the administrator use to enforce this requirement at the database level?

Accepted Answer

Field-Level Requirement. Making a field required at the field definition level ensures data integrity across all entry points, including the UI, API, and Apex. This is a fundamental configuration task in Object Manager that prevents 'dirty data' by validating the field before the record is committed to the database. It is the most robust method for maintaining mandatory data consistency throughout the Salesforce ecosystem.

Answer

Validation Rule

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Lightning Page Component Visibility

Answer

Lookup Filter