Quiz
ADM 201 Salesforceben
Fragen in diesem Quiz (120)
1A Sales Manager would like to get a report of opportunities grouped by sales stage. What kind of report meet this requirement:
- ASummary
- BAll Salesforce Reports
- CTabular
- DMatrix
2What are the different types of Sharing Rules? (Select all that apply)
- ACase Sharing Rules
- BLead Sharing Rules
- CSolution Sharing Rules
- DAccount Sharing Rules
- ECustom Object Sharing Rules
3Formulas ignore Field Level Security settings
- ATrue
- BFalse
4Which profiles listed are a standard Profile? (Select all that apply)
- AStandard User
- BMarketing User
- CInvoice Manager
- DContract Manager
5The Sales Director wants to be alerted to deals that are greater than $1,000,000. Which tool should you use to achieve this? (Select all that apply)
- AWorkflow - Create a workflow to send an email if an Opportunity amount is great than 1,000,000
- BCreate a report and monitor it daily
- CBig Deal Alerts
- DAsk the Sales Director to create a list view which shows opportunities greater than 1,000,000
6Data loss can occur when changing fields from the following types (Select all that apply)
- ATo a Number field from any other type of field
- BChanging from a Number field to a Text field
- CChanging from a checkbox to any other type of field
- DChanging from a multi-select picklist to any other type
7A sales manager would like to view a dashboard from the perspective of different users and switch between users without editing the dashboard, how would an administrator enable this? (Select all that apply)
- AGrant the sales manager the “Drag-and-Drop Dashboard builder” permission
- BCreate the dashboard as a dynamic dashboard
- CGrant the sales manager the “Manage Dynamic Dashboards” permission
- DGrant the sales manager the “View my Teams Dashboard” permission
8What type of report cannot be used to populate a chart in a dashboard?
- ATabular
- BMatrix
- CSummary
9What should a system administrator consider before importing a set of records into Salesforce? (Select all that apply)
- AThe import file should include a record owner for each record
- BCurrency field values will default to the personal currency of the record owner
- CData should of de-duplicated in the import file prior to import
- DValidation rules are not triggered when importing data using the mport wizard
10What is the maximum number of Components available on a Dashboard?
- A5
- B10
- C20
- D50
11. A users security token will be refreshed every time their password is changed.
- ATrue
- BFalse
12Which of these actions can be triggered from a Workflow?
- AField Update, New Task, Email Sent, Outbound Message
- BCreate Object, New Task, Email Sent,
- CField Update, Email Sent, APEX Trigger, New Task
- DEmail Sent, Field Update
13When are Data validation Rules Enforced?
- AUpon opening a record
- BUpon closing the record
- CUpon editing a field
- DUpon saving a record
14If the Org Wide Default is Public Read/Write, what feature in Salesforce is needed to restrict access to that object?
- AProfile
- BRole Hierarchy
- CRecord Type
- DPage Layout
15Which of the following are standard Salesforce Objects? (Select all that apply)
- AContract
- BOpportunity Product
- CPricebook
- DTicket
16All of the following objects may have a queue EXCEPT
- AAccounts
- BCases
- CLeads
- DCustom Objects
17You can use standard reports when creating Dashboards?
- ATrue
- BFalse
18Which of these objects can you map a field to on lead conversion? (Select all that apply)
- AAccount
- BContacts
- CCases
- DOpportunities
19Fields which are hidden using Field-Level-Security are still subject to Validation Rules?
- ATrue
- BFalse
20An Approval Process begins when a record is...
- ACreated
- BSaved
- CEdited
- DSubmitted for Approval
21Is it possible to share a custom object record manually?
- ATrue
- BFalse
22What are the ways leads can be captured with Salesforce? (Select all that apply)
- AWeb to Lead
- BEmail to Lead
- CLead Import
- DLead Assignment
23A customer service manager would like to automatically assign cases to the most appropriate agent to handle the request. What feature could be used:
- ACase Escalation Rules
- BCase Assignment Rules
- CEmail to Case
- DWeb to Case
24What is true about dynamic dashboards:
- AA dynamic dashboard will refresh automatically several times a day
- BA dynamic dashboard will show data according to the user’s security settings
- CIf a user wants to customise the dashboard, they should use a dynamic dashboard
- DIn dynamic dashboards, the source reports used can vary according to the user
25An Marketing manager would like to generate a list of contacts for a mailing list. What type of report would be the most appropriate to use:
- AMatrix
- BSummary
- CTabular
- DMailing
26You want to give a profile access to a custom object. What would be the best way to do this?
- ACreate a new profile and grant access
- BClone a standard profile and grant additional access
- CEdit a standard profile
- DCreate a permission set and assign it to relevant users
27Quotes & Opportunities are part of which cloud product?
- AService Cloud
- BSales Cloud
- CMarketing Cloud
- DAnalytics Cloud
28Standard picklist fields cannot be dependent fields
- ATrue
- BFalse
29You can make fields visible, read-only, and required using Page Layouts.
- ATrue
- BFalse
30Where can you make a field required? (Select all that apply)
- APage Layouts
- BValidation Rules
- CField Edit Page
- DWorkflow Rule
- ERecord Type
31Field Level Security or Page Layout can be used to make a field required
- ATrue
- BFalse
32How do you delete a user?
- AGoing to their profile and clicking the delete button
- BUsing an external application
- CYou cannot delete a Salesforce User
- DDeleting all information from their profile.
33A user can still report on a field they have access to, if it is hidden from the page layout
- ATrue
- BFalse
34A user can save a record even if a data validation error message appears
- ATrue
- BFalse
35Can you uninstall an App Exchange application once it has been deployed?
- AYes
- BNo
36When a lead is converted, it becomes an Account, Contact, and Opportunity (unless you opt out of creating an opportunity)?
- ATrue
- BFalse
37A tab is automatically created when you create a custom object.
- ATrue
- BFalse
38Which of these is not a Salesforce feature?
- AEmail to Lead
- BWeb to Lead
- CWeb to Case
- DEmail to Case
39A user would like to create a Dashboard component showing the top Sales people for this year. What type of report would be the most appropriate to use?
- ATabular
- BSummary
- CMatrix
40A customer service manager would like to route cases that come from the support email address to one particular user. Which feature would they use to best accomplish this?
- ACase Escalation Rules
- BCase Assignment Rules
- CEmail to Case
- DWeb to Case
41What permissions are needed to import leads and contacts to a Campaign?
- AMarketing user checkbox on user
- BMarketing user profile
- CMarketing user checkbox & profile
- DMarketing User permission set
42Which statements about custom summary formulas in reports is true? (Select all that apply)
- ACustom summary formulas can reference a formula field within a report
- BReports can be grouped by a custom summary formula result
- CCustom summary formulas can reference another custom summary formula
- DCustom summary formulas can be used in a report built from a custom report type
43Gauge and metric dashboard component types are based on what from a report?
- AChart
- BGrand Total
- CAverage
- DSum
44A system administrator needs to restrict users ability to view a dashboard. How can this be accomplished?
- ARestrict the access to the folder that the source report is located
- BCreate a sharing rule to restrict the access
- CRestrict the access to the folder that the dashboard is located
- DDisable access to the dashboard on the users profile
45When converting a Lead, what values are transferred to the Opportunity? (Select all that apply)
- AAmount = Lead Amount
- BClose Date = Today
- CClose Date = Last day in fiscal quarter
- DStage = First stage in list
46To track revenue gain or loss based on currency fluctuations, you must implement what feature?
- AMulti-Currency
- BSandbox
- CTerritory Management
- DAdvanced Currency Management
47What can an email template contain? (Select all that apply)
- AAttached File
- BMacro
- CText
- DMerge Field
48How many objects may be imported or updated using the data loader in one operation?
- A1
- B5
- C10
- DUnlimited
49What should a system administrator use to disable access to a custom application for a group of users?
- AProfiles
- BSharing Rules
- CWeb Tabs
- DPage Layouts
50You can restrict a profiles view to a certain field by using which feature?
- AProfiles
- BRoles
- CField Level Security
- DPermissions Sets
51Which of the following fields CANNOT be a controlling field for Dependent Picklists?
- AStandard Picklist
- BCustom Picklist
- CCustom Multi-Select Picklist
- DStandard Checkbox
- ECustom Checkbox
52Why should you consider using the Import Wizard over the Data Loader?
- AIf you need to import more than 1,000,000 records
- BIf you require some De-Duplication
- Cf you need to import to custom objects only
- DYou need field auto-mapping functionality
53Is it possible for a user to own a record and not see it?
- ATrue
- BFalse
54Workflow cannot be triggered upon import
- ATrue
- BFalse
55What is a roll-up summary field?
- AA roll-up summary field lets you rollback the data that was changed last week
- BA roll-up summary field is a custom field that aggregates child record information into the parent record
- CThe roll-up summary field is accessible via the API
- DThe roll-up summary field gives you a summary of the data type and object relationship.
56A roll-up summary field requires a Master Detail relationship
- ATrue
- BFalse
57What is conditional highlighting for reports?
- AYou can set conditions that when met, will report the calculated fields
- BShows you visual highlights depending on a threshold
- CLets you make calculations on custom fields
- DUsers can highlight particularly interesting parts of a report
58In which scenarios will the sharing button appear?
- AWhen the sharing model for the object is private
- BWhen the sharing model for the object is public read only
- CWhen the sharing model for the object is public read/write
- DIt will always appear
59What is a Junction Object?
- AA Many-to-Many relationship created with two lookup relationships
- BA Many-to-Many relationship created with two master-detail relationship
- CAn object type to connect external web services
- DA standard object
60What is a Bucket Field?
- AUsed in reports to categorise and group report values
- BA custom field that can be created to group values
- CA custom field that can be created to store a finite amount of values
- DUsed to group multiple workflows
61What is the maximum amount of Fields you can set for History tracking on an Object?
- A20
- B10
- C30
- D5
62What is NOT true about standard fields?
- AYou can change the help text
- BYou can change the field type
- CYou can change the label
- DYou can change picklist values
63When a Lead is converted, which object can be optionally created?
- AAccount
- BContact
- COpportunity
- DCustom Object
64A company’s Sales Intern created a List View for Account and she wants to share it with a colleague, however she cannot see the option to share her list view when she edits it. How can an Administrator correct this?
- AEnsure the Sales Intern’s profile has the “Manage Public List Views” permission
- BEnsure the Sales Intern’s profile has the “Create and Customize List Views” permission
- CEnsure the Marketing User checkbox is ticked on her profile
- DEnsure she has Read/Write permissions on the Account object
65How can you make a field required? (Select 3)
- APage Layout
- BValidation Rules
- CWhen creating the field
- DWorkflows Rules
- ERecord Types
66A company would like to trigger an update on a custom Opportunity field when the Status of the Opportunity has been set to Closed Lost. How can this be achieved?
- AEscalation Rules
- BAssignment Rule
- CWorkflows Rule
- DAuto-response Rule
67Where can you find out how many overall and used licenses your Company have for Salesforce?
- ACompany Information
- BCompany Setting
- CDefault Settings
- DAssign Licenses
68A Company has no specific Assignment Rules in place for Cases, and would like their support team to cherry pick them as and when they have the time. How can an Administrator set this up?
- AUse Auto Assignment Rules
- BImplement a Queue for Cases and and create as the default owner
- CAssign the Administrator as the Default Case Owner so he can share them to the support team
- DUse escalation rules
69A Company wants to import over 1 million records into Salesforce from their old system. Which tool should they use?
- AData Import Wizard
- BData Loader
- CData Export Service
- DInstall an AppExchange App
70What cannot be set on the Company Information page on Salesforce?
- ACorporate Currency
- BDefault Locale
- CDefault Language
- DDefault License
71When creating a user, what does the locale setting affect?
- ATime Zone
- BCurrency
- CDate/Time Format
- DLanguage
72Users can select to see a certain Dashboard on their home page using which feature?
- ADashboard Snapshot
- BImport Dashboard
- CDashboard Component
- DNot Possible
73Your company has a private sharing model and a user is having trouble accessing a type of record they need to do their job. The user is at the bottom of the role hierarchy. What feature would be most suitable to grant this specific user access to this record type?
- AField Level Security
- BRole Hierarchy
- COrg Wide Defaults
- DSharing Rules
74What is true about standard picklist fields?
- AYou can add values to them
- BThey can be dependent on another picklist
- CYou cannot add values to them
- DThey cannot be dependent on another picklist
75Your company has started introducing pre-sales engineers to work alongside the sales person on deals. Any pre-sales engineer who helps close a deal will be entitled to 5% of the total deal size. What is the best way to track this in Salesforce?
- ASummary Report
- BOpportunity Splits
- CTeam Selling
- DRevenue Schedule
76A new team in your company is looking to move onto Salesforce to use Cases for compliance reasons. They have a distinctly different process than the current team which happens in sequential order; New, In Progress, Tier 1 Approval, Tier 2 Approval, Closed. How can this best be reflected in Salesforce?
- ACreate a record type and update the case status field. Ensure new values are added to record type.
- BCreate a record type and additional support process. Assign support process to record type. Add values to the existing case status field
- CCreate a record type, page layout and update the case status field. Ensure new values are added to record type.
- DCreate a custom picklist field to hold these new values
77What is the Cloud Scheduler used for in Salesforce Classic?
- ASchedule Apex Jobs
- BSchedule Process Builder
- CSchedule Meetings
- DSchedule Emails
78A chatter group can have access levels? (Select 3)
- APublic
- BPrivate
- CReady Only
- DUnlisted
- EExternal
79When importing data using the import wizard. Which fields can be used to match an existing Lead? (Select 3)
- ASalesforce ID
- BName
- CPhone
- DEmail
- ECompany
80Email Templates folders in Salesforce can grant permissions to different sets of users. Which feature is not available when sharing Email Template folders?
- APublic Groups
- BRoles
- CRoles & Subordinates
- DProfiles
81What permission must a manager have to be able to set the running user in a dashboard to anyone below them in the role hierarchy?
- AView All Data
- BView My Team’s Dashboards
- CView My Team’s Reports
- DModify All Data
82What action is available in process builder that is not available in workflow?
- AField Update
- BCreate a Record
- CSend an Outbound Message
- DSend an Email
83Which objects can be synced when using Salesforce for outlook? (Select 3)
- AAccounts
- BContacts
- COpportunites
- DTasks
- EEvents
84You have recently setup a role hierarchy for your organisation to enable logical sharing through hierarchies. Managers are complaining that although they can see Opportunities of their team, they cannot edit them. What feature needs to be changed?
- AModify the Sharing Rule
- BChange the Opportunity Access on the Managers Role
- CChange the Opportunity Access on the Teams role
- DModify Org wide defaults to public read/write
85Your company have a requirement to grant the Finance team access to Salesforce. They need to have access to all data in Salesforce, ignoring all sharing. They do not need to edit. What would be the most appropriate way?
- ACreate a new profile and change all Org wide defaults to public read/only
- BCreate a new profile and grant the “View all” permission
- CAdd Finance users to the standard profile, Read Only.
- DCreate a new profile and additional sharing rule to grant access to all finance users.
86When a customer engages with your company, a nominated pre-sales consultant needs to work with the account manager to close the deal. They only need access to the Account, and must not have access to the Opportunity object. Your Org wide defaults are set to Private, what is the easiset way to share an account in this manner?
- ACreate a sharing rule to grant pre-sales consultants access to Accounts
- BModify the pre-sales consultants profile to grant access to Accounts
- CUse Opportunity teams to select a role, and the relevant permissions
- DUse Account teams to select a role and the relevant permissions
87The sales manager at your company has requested to see the total amount of closed won sales for any given account. How can this be achieved?
- ACreate a formula field referencing the “Amount” field on Opportunities filtering the status for closed won
- BCreate a rollup summary field on Accounts, using the SUM function on amount field, filtering the status for closed won
- CCreate a rollup summary field on Accounts using the COUNT function on amount field, filtering the status for closed on
- DUse a process builder to loop through closed won opportunities and update a field on accounts
88Auto-response rules can be created for which objects? (Select 2)
- ACases
- BAccounts
- CLeads
- DCustom Objects
89Your company sells into two main markets, enterprise and small/medium business. While products remain the same, prices differ per market and must be reflected as such in Salesforce. What would you recommend?
- ACreate additional products
- BCreate additional price books
- CCreate additional products and pricebooks
- DCreate revenue splits
90hat is the main function of escalation rules when working with cases?
- AAssigning cases to users as they are created in Salesforce
- BEscalating cases if they are not picked up within a time frame
- CEvaluating escalation criteria and carrying out relevant actions
- DEscalating cases if a support user annot fix the issue
91What is NOT a feature of tasks in Salesforce?
- AYou can set tasks to be recurring
- BYou can set a start and end time
- CTasks can be automatically created
- DYou can access tasks on Salesforce1
92A company would like to minimise duplicates when importing Leads from a recent tradeshow. They would like to update existing leads, while adding new ones. Which tool will help with this?
- AData Loader
- BImport Wizard
- CDuplicate Rules
- D3rd party App
93What is true about Custom Report Types? (Select 2)
- AYou can create reports that can pull data from external systems
- BYou can add up to four objects in one Custom Report Type
- CYou can add fields from additional related objects
- DYou can override standard reports with Custom Report Types
94The sales director has asked you to create Dashboards component to show the number of Leads created last week, last month, and last quarter. What would you recommend?
- AMetric
- BTable
- CGauge
- DChart
95Your company is interested in looking at integrating their phone system into Salesforce to automatically record call history? As an Admin, what would your recommendation be?
- ACreate a custom CTI application
- BBrowse the AppExchange for CTI partners
- CActivate the CTI connector
- DContact a systems integrator
96ou have set login restrictions on your Org to only allow access from 9:00am-5:00pm. If a user is currently actively working on a record and clicks save at 5:05pm, what will happen?
- AThe user will be logged out but progress will be saved
- BThe user will stay logged in and allows to work on the record open
- CThe user will be logged out and any progress will be lost
- DA warning message will appear allowing the user to save their progress being logged out
97The compliance team at your company have started using Salesforce. They need to input extra information on the contact record to perform background checks. This information needs to be reportable by the rest of the organisation, but is not relevant to anyone else in day to day operations. What solution would you recommend to display this information to the compliance team?
- Areate a compliance record type and page layout, assign to the compliance team
- BCreate a compliance record type, assign to the compliance team
- CCreate a compliance page layout, assign to the compliance team
- DEdit the field level security for the relevant fields to only show for the compliance team
98All users are currently using the “Standard User” profile in Salesforce. You have recently created a custom object which some users will need access to. How would you do this?
- ACreate a permission set granting access to the object, assign it to relevant users
- BModify the Standard User profile to grant relevant access to the object
- CCreate a new profile granting relevant access to the object, assign to the relevant users
- DSet access on the custom object to grant access to the users
99What is true about deleting a custom field? (Select 2)
- AYou cannot delete a field that is referenced else where
- BAs soon as you delete a custom field, all data is permanently deleted
- CYou have 15 days to restore the custom field, as well as all data stored
- DYou cannot delete a field, only deactivate it
100You wish to create two different sales processes for Sales & Service. What is needed in addition to the sales process, if you wish sales people to use both processes?
- APage Layout
- BRecord Type
- CPage Layout & Record Type
- DValidation Rule
101What is true about a master detail relationship?
- ADeleting a parent record will delete all child records
- BThe child record cannot be reparented
- Che child record inherits the sharing settings from the parent
- DThe master object cannot be a standard object
102. What is the primary function of campaign influence?
- ATo track the influence of multiple campaigns against an Opportunity
- BTo track the influence of a single campaign against an Opportunity
- CTo track the campaign owners influence over multiple opportunities
- DTo track the campaigns influence against other campaigns
103Your company would like to start getting feedback from users of your product. They are mainly interested in feature requests. How could Salesforce be used to facilitate this requirement?
- AImplement Salesforce Communities + Ideas
- BImplement Ideas
- CCreate a custom object to track feature requests
- DImplement Salesforce Communities
104Your company would like a basic way for their enterprise customers to gain access to solutions. This feature must not be available to other customers. What could meet this requirement?
- APublic Knowledge Base
- BPortals + Solutions
- CSolutions
- DCommunities
105There has been an increase in unqualified leads being converted. Your company would like to minimise this by ensuring a certain level of information is entered prior to Lead conversion. What Salesforce feature would you recommend to help with this?
- AValidation Rules
- BDuplicate Rules
- CExternal ID’s
- DFormula Fields
106Your company performs a backup of all internal systems every week. What feature would help ensure that Salesforce is backed up week?
- ASchedule Data Loader
- BWeekly Data Expor
- CImport Wizard
- DExport Wizard
107Duplicates are a big problem for your company, and you have been asked to recommend an approach to ensure new leads are not already in the system by evaluating their email. All leads must be blocked from entering the system. What would you recommend?
- AEnsure all sales reps search Salesforce prior from entering data
- BEnsure the email field is selected as “Unique”
- CCreate a Matching rule with Duplicate rules
- DCreate a validation rule to prevent duplicate leads from being entered
108The executive team have a weekly meeting every Wednesday to discuss sales and operations. They use a report called “Global Pipeline” and would like to have this sent to them automatically at 3pm every Wednesday. What feature would you recommend?
- AAppExchange App
- BSchedule Report
- CDashboard Refresh
- DTabular Report
109What other feature must be activated to allow you to use a tabular report in a table component?
- ARows to display must be set
- BCustom Summary Formula
- CChart must be added to the source report
- DConditional Highlighting
110A sales manager would like to create a sales leader board showing the totals of all Closed won deals by sales person. What would be the best way to create this?
- ASummary Report + Metric Component
- BTabular Report + Chart Component
- CSummary Report + Table Component
- DTabular Report + Table Component
111A user has entered a password incorrect too many times, this has resulted in their account being blocked. How would you resolve this?
- AContact Salesforce to unlock the record
- BAsk the users to use the “Reset password” functionality
- CClick “Unlock” on the user record
- DClick “Reset Password” on the user record
112A user is complaining that they cannot see a tab for an object after you have recently switched their profile. What could be the issue? (Select 2)
- AThe profile does not have access to the object
- BThe object’s tab is set to “Default Off” on the profile
- CThe tabs sharing settings have changed
- Dhe object does not have a tab associated with it
113A sales manager has requested to display the account rating field on all opportunities, how would you fulfil this requirement?
- ACreate a formula field on opportunities that references the account rating
- BCreate a formula field on accounts that references the account rating
- CCreate a workflow rule to update all opportunities with the account rating
- DMove the account rating field onto the opportunity page layout
114Where can a custom field be set as read only?
- APage Layout
- BField Level Security
- CCustom field settings
- DValidation Rule
- ESharing Settings
115 A custom picklist you have created has “Restrict picklist
values..” selected. What is the default functionality if you
attempt to upload a value that doesn’t exist using the data
loader?- AThe value will be inserted into the picklist
- BThe value will be blocked and the record will fail
- CThe value will be inserted into the inactive picklist values
- DThe record will be inserted but the picklist value will not
116Your company is interested in creating a comprehensive set of articles that can be accessed from within Salesforce, Communities & Publically. They want to ensure that their employees, customers and partners have as much information at their fingertips to solve their own cases. What would you recommend?
- ASolutions
- BKnowledge Base
- CIdeas
- DAnswers
117Duplicate rules are NOT available for which object?
- AAccount
- BCases
- CContact
- DLead
- ECustom Objects
118While testing a new feature in Salesforce, a support manager has accidentally created 100 cases in Salesforce. What is the quickest way to delete these?
- AMass Delete Records
- BData Loader
- CImport Wizard
- DDelete via Report
119What are the three access levels you can grant to Report & Dashboard Folders?
- AViewer Access
- BPrivate Access
- CEditor Access
- DManager Access
- EPublic Access
120What is true about filter logic in Salesforce?
- AIt allows you to filter on multiple fields
- BYou can use AND/OR operators to change how data is filtered
- CYou can filter across multiple objects
- DIt allows you to use filter multiple reports at once
Informationen
- Beschreibung
- ADM201 Project, Programme & Portfolio Management Quiz am ADM 201 Salesforceben, erstellt von Nico Saborowski am 12/06/2017.
- Autor
- Nico Saborowski
- Sprache
- Deutsch
- Aufrufe
- 311
- Schlagwörter
- Bewertung
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