Quiz based from public created flash card on Quizlet for Salesforce ADM201. Is set to allow correct answer to be seen as answered and/or at the end of all questions, if you have an account. This is a study guide only to help test your Knowledge on Salesforce at the basic Admin level. Again the Questions and Answers are direct from other public sources, but now in a quiz format to assist in testing your understanding of the material.
Which feature allows a user to group campaigns within a specific marketing program or initiative?
Which dashboard component can display data from the summary rows of reports? (pick 2)
Which setting can a system administrator enable in the user interface? Pick 2.
-customizable recent tags
- chatter messenger for specific users
- printable list views
- related list hover links
A sales user at Universal Container has updated the opportunity stage for an opportunity in the pipeline. What may be updated as a result of the stage change? Choose 2 answers.
What is a method for adding content to Salesforce CRM Content? Choose 2 answers.
Universal Container uses web-to-case to convert support requests submitted through its website into cases. The support team would like Salesforce to automatically send an email containing password reset instructions to the customer when the case subject contains the words "forgot" and "password." What does the admin need to configure to meet this requirement?
A sales executive at Universal Containers wants to be notified whenever high-value opportunities are created for hot accounts. How should an admin meet this requirement?
create the workflow rule on opportunity object
create an escalation rule based on the opportunity amount
create an auto-response rule based on the opportunity amount
create a validation rule that evaluates the account rating
The sales team at Universal Container wants an easy solution to gather customer requirements and share presentations with their customers. What should an admin do to help the sales team achieve this goal? Choose 2 answers.
add customers to private chatter groups
use chatter files to share presentations
add customers to libraries
create opportunity teams for customers
Which statement about sharing rules is true? Choose 2 answers.
sharing rules open up access of records
sharing rules are required in public read/write organizations
sharing rules grant delete access to records
sharing rules grant record access to roles and public groups
What must an admin do when creating a record type?
set the field level security for the record type
create a new page layout for the record type
assign the record type to the appropriate profiles
add the record type to the required user records
What is the purpose of the AppExchange? Choose 2 answers.
customers can share and install apps published by Salesforce partners
support users can install the Service Cloud console custom app
partners can download accounts and contacts to collaborate on sales deals
admins can download and customize pre-built dashboards and reports
What is a capability of Salesforce Knowledge? Choose 2 answers.
Knowledge allows an organization to share articles with partner portal users
Knowledge only allows a single article type across all data categories
Knowledge automatically creates a solution for each new article
Knowledge uses data categories and roles to make articles visible to the specific users
Universal Container is using a private sharing model. The U.S. sales director needs full access to all records owned by the U.S. sales representatives. How can this be accomplished?
define a role hierarchy where the U.S sales director rolls up to the CEO
define a role hierarchy where the U.S. sales representatives roll up to the sales director
give the U.S. sales director read/write/edit/delete object permission on the profile
place the U.S. sales director in a queue with the U.S. sales representatives
Which circumstance will prevent a system admin from deleting a custom field?
the field is used in a page layout
the field is used in a workflow field update
the field is part of a field dependency
the field is used in a report
Universal Container wants to automatically backup all Salesforce data on a monthly basis. Which tool can a system admin use to meet this requirement?
data export service
What item appears in a user's My Unresolved Items after synchronization using Salesforce for Outlook? Choose 2 answers.
cases not assigned to a contact
notes not assigned to a record
emails not assigned to a record
contacts not assigned to an account
Which statement about products and price books is true? Choose 2 answers.
a product can have a different list price in different price books
price books that contain assets cannot contain products
products without a price are automatically added to the standard price book
the standard and list price for a product can be listed in multiple currencies
What will occur when a system admin creates a dynamic dashboard?
the data displayed varies based on the user viewing the dashboard
the dashboard component resizes based on the device used to view it
the dashboard automatically sends an email when the underlying data changes
the dashboard refreshes automatically whenever the underlying data changes
A time-dependent action is placed in the workflow queue when the record is created. When will the action be removed from the queue? Choose 2 answers.
when the record no longer matches the rule criteria
when a validation rule triggered for the record
when another record triggers the same workflow rule
when the action is deleted from the workflow queue
What can be transferred from one user to another user during mass transfer of account records? Choose 3 answers.
related custom object records
Universal Container set the organization-wide settings for cases to private. When a case is escalated, case ownership changes to a Tier 2 support agent. How can a system admin give the sales operations team read/write access to all escalated cases?
create a criteria-based sharing rule
create an ownership-based sharing rule
create a case-assignment rule
create a case-escalation rule
What permission is set in a user profile? Choose 3 answers.
Which statement is true regarding an approval process? Choose 2 answers.
an approval action defines the result of record approval or rejection
a delegated approver can reassign approval requests
the approval-history related list can be used to track the process
an assignment rule defines the approver for each process step
What is affected by changing the default locale setting for an organization?
What will happen when a user attempts to log into Salesforce from an IP address that is outside the login IP range on the User's profile within the organization-wide trusted IP range?
the user will not be able to log in at all
the user will be able to log in after the computer is activated
the user will be able to log in without activating the computer
the user will be able to log in after answering a security question
How can a system admin add users to a Salesforce organization using chatter free? Choose 2 answers.
assign chatter-free licenses to users outside the specified user domains
assign chatter-free licenses to existing user Salesforce users
create users in the organization and assign them a chatter-free license
enable invites to allow users to invite others within specified email domains
When can a validation rule be used to prevent invalid data? Choose 3 answers.
when records are deleted by a user
when records are imported
when records are edited by a user
when records are submitted using web-to-lead
when records are updated by a workflow rule
Universal Container has two business groups, products and services. Both groups will be using [?] to track deals, but different fields are required by each group. How should a system admin meet this requirement? Choose 2 answers.
create two sales processes
create two permission sets
create two record types
create two page layouts
Universal Container has a private sharing model in which region sales managers are only allowed to view opportunities in their own regions. For reporting purposes, they additionally need read-only access to opportunities in other regions. What permission can a system admin enable to meet this requirement in the regional sales managers' customer profile?
"visible" for the sales app
"view all" for opportunities
"view all data"
"read" for opportunities
Which statement about chatter posts and comments are true? Choose 2 answers.
updates to the chatter feed on a record are only visible to users with access to the record
posts made to a user's profile are visible to all users in the organization
posts to a user's profile are hidden from anyone below that user in the role hierarchy
posts to a user's profile can be made private by clicking the icon
Criteria-based sharing rules can be created for which objects? Choose 3 answers
Where can conditional highlighting be used? Choose 2 answers.
enhanced list views
The marketing team at Universal Containers uses a web-to-lead form to capture leads from its website and a lead-assignment rule assigns the leads to the appropriate sales representatives. How can a system admin ensure that all leads are handled even when they do not meet the assignment criteria?
specify a default lead owner
specify a default lead creator
create an escalation rule to route unassigned leads
create a validation rule to route unassigned leads
What should an admin consider when setting up case feed?
chatter feed tracking must be enabled for the case object
case feed requires the service cloud user feature license
the use case feed permission is automatically active for all profiles
case feed replaces the standard case detail page by default
Universal Container needs to synchronize data between Salesforce and an external financial system. How can a system admin accomplish this?
use an external ID field to match records between the systems
use the data loader to match records between the systems
use the data loader to upsert Salesforce records into the financial system
use the Excel connector to export records from both systems into Excel
Universal Container currently assigns its user from the facilities and IT teams to the same profile. Universal Container recently created a custom object to track company cars and wants only users from the facilities team to have access to this new object. How can an admin meet this requirement?
configure field level security on the new object for the facilities team
assign the facilities team to a new role in the role hierarchy
create a custom profile for users on the facilities team
modify the standard profile currently shared by both teams
Which statement is true regarding the Answer community? Choose 2 answers.
answers can be displayed externally on a customer or partner portal
data categories control access to articles and questions
unanswered questions are automatically escalated to new cases
community experts must be internal Salesforce users
Where can multilingual solution search feature be enabled? Choose 2 answers.
solution tab search
public knowledge base
A system admin at Universal Container needs to mass update the lead source on a number of opportunity records. How can this be accomplished? Choose 2 answers.
export opportunities and update using the import wizard
use the similar opportunities to update the opportunities
export opportunities and update using the data loader
create a list view for opportunities and update using inline editing
What does a custom report type determine? Choose 2 answers.
the report format of the resulting report
the field that can be used as columns when building a report
the custom summary formulas displayed in a resulting report
the objects that are available when building a report
How can a system admin grant users access to dashboards? Choose 2 answers.
designate running users
create and share data categories
share folders with public groups
share folders with roles
Sales management at Universal Container needs to display the information below in each account record: amount of all closed-won opportunities, amount of all open opportunities.
Which feature should a system admin use to meet this requirement?
roll-up summary fields
calculated columns in the related list
cross-object formula fields
workflow rules with field updates
Universal Container requires that the organization-wide default for opportunities be set to public read/write. However, sales users are complaining that opportunity reports return too many results, making it difficult to find their team's opportunities in the report results. How can the system admin address this problem?
update the sharing rule to limit user access to certain opportunities
move the opportunity reports into a folder with restricted access
use the show filter to filter report results and reduce records returned
move the opportunity reports into each user's personnel report folder
What can be done with a workflow field update action? Choose 2 answers.
change the record type of a record
update the value of a formula field
update the value of a field on a child object
apply a specific value to a field
Universal Container wants to create a custom object to capture account survey data. Users must be able to select an account from the survey record. Users also need the ability to view related surveys on the account record. How should a system admin meet this requirement? Choose 2 answers.
add the account related list to the survey page layout
create a lookup relationship field on the account object
create a lookup relationship field on the survey object
add the survey related list to the account page layout
The cloud scheduler has which capability? Choose 2 answers.
the cloud scheduler allows users to view available meeting times on lead and contact calendars
Salesforce can automatically propose multiple meeting times based on Salesforce user calendars
the cloud scheduler can be enabled at the user profile level
a custom logo can be added to the meeting request email set to a contact or lead
What can an admin configure for users on the search result page? Choose 3 answers.
columns displayed for each object
filter by which users can narrow down results
number of records displayed for each object
field being searched for on each object
objects included in the search
What should a system admin consider when setting up mobile Lite? Choose 2 answers.
it must be enabled for the entire organization
it allows access to most custom objects in the organization
only recently-viewed records are synchronized
it allows access to all standard objects in the organization
What type of field allows users to input text, images, and links?
text area (rich)
text and image area
A user responsible for managing and creating campaigns is unable to create a new campaign, even though the user's profile has the "create" profile permission for campaigns. How should a system admin grant the correct access to the user?
create a campaign sharing rule to grant access to the user
grant the user delegated administration rights to campaigns
assign the user to the standard marketing user profile
select the marketing user checkbox on the user record
When converting a lead, how can an admin capture custom lead data on the converted contact?
map custom lead field to the standard lead field
use the data loader to move the custom lead data
map custom lead field to custom contact fields
use the lead conversion wizard to select the fields
Universal Container has two sales groups, each with its own unique sales process. What is the best way to ensure that sales representatives have access to only the stages relevant to their sales process when working on opportunities?
What tab setting on a profile makes a tab NOT accessible on the All Tabs page or visible in any apps?
Which data can be highlighted in a report using conditional highlighting? Choose 3 answers.
group by field names
A user at Universal Container reports an error message when attempting to log in. The admin checks the user's login history, but there is no record of the attempted login. What could be the cause of this issue?
the user is attempting to login with the wrong password
the user is attempting to login outside of the profile IP login range
the user is attempting to login outside of the profile login hours
the user is attempting to login with the wrong username
What does the controlling field determine when field dependencies are being created?
the dependent fields that appear on a layout
the default value populated in the dependent field
the values that appear in the dependent field
the field-level-security for the dependent field
Which feature license can be assigned to a user record in Salesforce? Choose 2 answers.
Service Cloud user
What is the capability of Service Cloud (Customer) portal? Choose 2 answers.
customers can log, view, edit, and close their own cases
the portal can be customized with corporate branding
customers can view and edit contacts related to their own accounts
the portal and its users can be created without additional licensing
How can a sales user relate an opportunity to a campaign? Choose 2 answers.
select the campaign record type when creating the opportunity
use the campaign influence related list on the opportunity
use the campaign hierarchy related list on the opportunity
select the primary campaign source for the opportunity
The admin at Universal Containers will create a custom field to track a specific Tier 2 support user on a case record. What data type should be used when creating this custom field?
The recruiting team at Universal Containers wants to be more proactive about renewing support plans with customers. They would like the support representative dedicated to each account to be notified a month before the account's support plan expires. What should an admin configure to meet this requirement?
Universal Containers wants to capture the invoice number and account credit score for billing cases. How would an admin accomplish this? Choose 2 answers.
create a validation rule
create custom fields
create a support processes
create a page layout
Which relationship can be selected in a custom report type where Accounts is the primary object and Contacts is the related object?
each account must not have related contacts
each contact must have a related account
each account may or may not have related contacts
each contact may or may not have related accounts
A system admin at Universal Container needs to prevent sales representatives from editing fields on an opportunity once the opportunity has been moved to closed stage. Which data validation tool can be used to accomplish this? Choose 2 answers.
record types and read-only page layouts
data validation rules
What can be modified on standard object fields? Choose 3 answers.
Universal Container uses a private sharing model for opportunities. The sales team wants sales engineers to be involved in specific opportunities to help sales representatives close deals faster. How can an admin meet this request?
enable chatter feed tracking on opportunities
add sales engineers to opportunity teams
add chatter groups to opportunities
add sales engineers to accounts teams
What can a marketing user do using the manage button on a campaign record? Choose 2 answers.
create a custom report including all the campaign members
import new leads and associate them with the campaign
associate existing opportunities with the campaign
associate existing contacts with the campaign
The support group at Universal Container wants agents to capture different information for product support and inquiry cases. What feature should an admin use to meet these requirements? Choose 3 answers.
When the multiple currencies feature is enabled, which currency is used as the basis for all currency conversion rates?
***Universal Containers set the organization-wide default for opportunities to private. Which record will an opportunity pipeline report return?
opportunities for which the user running the report is also the account owner
opportunities for the entire sales organization regardless of the user running the report
opportunities owned by the user running the report and users below them in the role hierarchy
opportunities owned by the user running the report and users in the same role in the role hierarchy
Which privilege can be granted to members of a content library (workspace) without modifying user permissions? Choose 2 answers.
edit a member's library permissions
add tags when editing content details
share content with other users in chatter
create a new library
What should an admin consider with configuring workflow rules? Choose 2 answers.
rules can be evaluated when records are created or edited
rule actions can take place immediately or on a specific date
rules must be deactivated before using an import wizard
all existing records are evaluated when a new rule is activated
Universal container has a marketing team set up as a public group. A sales representative would like to engage the marketing team on one opportunity. What should the sales representatives do to ensure the marketing team can access the opportunity?
manually share the record with the public group
add the public group to the opportunity team
change the opportunity owner to the public group
What setting is controlled by a user's profile? Choose 3 answers.
feature license assignment
record type assignment
If two objects have parent-child relationship, how can a user access the child record from the parent record?
How can a system admin restrict users from viewing certain fields in list views, searches, page layouts, and reports?
set the field to hidden using field-level security
set the field to read only
***Universal Container wants to ensure that users complete the standard industry field when creating a new account record. To address the concern, the admin set the Industry field as required. However, some users are still able to create a new account record without completing the Industry field. What should an admin do to troubleshoot the issue? Choose 2 answers.
verify the users have the "Modify All Data" permissions for the account on their profiles
verify the field-level security for the Industry field is not set to "Read Only" on the user profiles
verify the users have Edit permission for accounts on their profiles
verify the Industry field is set as required on all the account page layouts assigned to the users
What standard object has a one-to-many relationship with the account object? Choose 3 answers.
***The sales operations team at Universal Containers needs to be able to read, edit, delete, and transfer all records owned by sales representatives. How can a system admin meet this requirement?
add sales operations users to the default account teams for all sales reps
define a role hierarchy where the sales operations role is above the sales reps role
create sharing rules that give sales operations access to records owned by sales reps
manually share all records owned by sales reps with sales operations
What should a system admin consider when deleting a custom field? Choose 3 answers.
fields used in workflow and assignment rules cannot be deleted
fields must be removed from page layouts after being deleted
field values should be archived before a field is deleted
existing field values must be transferred to a new custom field
deleted fields and values can be restored from the recycle bin within 15 days
A marketing user has received a file of leads to import into Salesforce. What tool can be used to avoid duplicate lead records?
Merge Leads Function
What is an option when customizing a report? Choose 3 answers.
add a grouping
add a filter
add a gauge component
schedule a refresh time
What user interface setting must be enabled for users to edit records in a list view? Choose 2 answers.
enhanced profile list views
enhanced page layout editor
A marketing user needs to create a new campaign, but the "New" button is NOT visible from the campaign home page. The system admin has verified that the user has the "Create" profile permission for the campaign object. How should the system admin resolve the issue?
grant the user "Read" profile permissions for the Campaign object
select the Marketing User check box in the user record
select the "Manage Campaign" profile permissions
add the "New" button to the page layout using the page layout editor
A user is having trouble logging into Salesforce. The user's login history shows that this person has attempted to log in multiple times and has been locked out of the organization. How can the system admin help the user log into Salesforce? Choose 2 answers.
click "Reset Password" on the user's record detail page
send an email to user containing the user's password
click unlock on the user's record detail page
log in as the user and enter a new password
Universal Containers uses a custom field on the Account object to capture the account credit status. The sales team wants to display the account credit status on opportunities. What feature should a system admin use to meet this requirement?
roll-up summary field
workflow field update
cross-object formula field
Universal Containers needs to use cases to manage both customer support issues and internal change requests. Which functionality should a system admin use to meet this requirement? Choose 3 answers.
What is the purpose of the Service Cloud (Customer) Portal? Choose 2 answers.
to allow partners to access contact records for case collaboration
to provide Web Self Service by exposing Knowledge articles
to share support reports and dashboards with high profile accounts
to allow customers to log in and check the status of cases online
Universal Containers requires that its Salesforce account data including attachments be backed up weekly. Which tool should a system admin use to accomplish this?
account analytic snapshot
account report export
data export service
A system admin at Universal Containers created a new account record type. However, sales users are unable to select the record type when creating new account records. What is a possible reason for this? Choose 2 answers.
the record type has not been activated
the record type has not been added to the sales user profile
the record type has not been set as the default record type
the record type does not have an assigned page layout
Which chart type can be used to display summary values from two different levels of grouping in a report? Choose 2 answers.
stacked bar chart
grouped line chart
Which level of access can be set when sharing a document folder with users? Choose 2 answers.
When are validation rules applied when using Salesforce for Outlook?
every time a record is saved
every time a user views a record
every time a record is updated
every time data is synced with the server
What should be considered when configuring the lead conversion process? Choose 2 answers.
standard lead fields are automatically converted into account, contact, and opportunity fields
custom lead fields can be mapped to custom object fields
custom lead fields can be mapped to account, contact, and opportunity fields
roll-up summary lead fields can be mapped to custom contact fields
An opportunity record created with a close date of July 30th meets the criteria of time-dependent workflow rule. The time dependent action is scheduled for July 23rd. What happens if the opportunity is edited before July 23rd and no longer meets the criteria?
the time dependent action will execute on July 30
the time dependent action is put on hold
the time dependent action will execute on July 23
the time dependent action is automatically removed from the queue
When case assignment rules are being set up, cases can be assigned to whom? Choose 2 answers.
The marketing team at UC wants to send an email to each lead received from its website. The country of the incoming lead should determine the language of the email that will be sent to the lead. How can a system admin automate this process?
create an email template for each language and an assignment rule to send the appropriate template
create a single email template and use the translation workbench to translate and send the appropriate template
create an email template for each language and an auto-response rule to send the appropriate template
create an email template for each language and a workflow alert to send the appropriate template
What does a page layout allow an admin to control?
the fields users see on detail and edit pages
the fields users see in reports and list views
the record types available to each role and profile
the business process and related picklist values displayed
Which component can be included in a custom home page layout? Choose 3 answers.
trending chatter topics
messages and alerts
pending approval list
Sales reps at UC should not be able to create leads, delete their own accounts, or send mass emails. How can an admin meet these requirements?
change the OWD default settings
modify a standard profile
create a custom profile
create a sharing rule
When using sharing rules, what users can records be shared with? Choose 2 answers.
roles and subordinates
How can Knowledge articles be used? Choose 2 answers.
to display Salesforce Answers
to resolve customer cases
to display for customer self-service
to display Salesforce Solutions
When importing data, what happens if some records do NOT meet the data validation criteria?
import process ignores the data validation criteria
import process requires user authorization to import the invalid records
import process aborts when it encounters the first invalid record
import process fails only for the records with invalid data
***A user profile has login hour restrictions set to Monday through Friday, 8am to 5pm. The user logged in at 4:30pm on Tuesday and it is now 5:01pm. Which behavior of the application should the user expect?
the user will be able to continue working but will be unable to start any new sessions
the user will be able to continue working and start new sessions
the user will be logged out and unsaved work in process will be saved
the user will be logged out and any unsaved work in process will be lost
Which statement about Community experts is true? Choose 2 answers.
community experts can delete inappropriate community content
community experts are designated by an icon
community experts can manage Salesforce Ideas Categories
community experts can be designated for Salesforce Ideas or Answers
What option is available when scheduling a dashboard refresh? Choose 2 answers.
define refresh times for specific dashboard components
send a refresh notification to users with access to the dashboard
view and remove scheduled dashboard refresh
schedule the dashboard to refresh in different time zones
Which option is available when using process Visualizer? Choose 2 answers.
share annotated approval process diagrams
add approval steps from the process Visualizer
edit the criteria used to trigger the approval process
view approval process as a flow chart
What can users do with Mobile Lite? Choose 2 answers.
view/create/edit/delete accounts, contacts, and opportunities
view campaign and manage campaign members
view/create/edit/delete custom objects
search for records that were not previously downloaded to a mobile device
UC needs to allow a group of users to view account records that they do NOT own. Which feature can the system admin use to meet this requirement?
account record types
Which statement about Chatter posts and comments is true?
posts to a user's profile are hidden from anyone below that user in the role hierarchy
posts made to a user's profile are visible to all users in the organization
updates to the chatter feed on a record are only visible to users with access to the record
posts to a user's profile can be made private by checking the lock icon
What action is possible with a workflow task? Choose 2 answers.
a task can be reused in multiple workflow rules
a task can be tracked in the activity history
a single task can be assigned to multiple users
a task can be assigned to a Chatter Free user
What must a system admin consider when setting up the running user for a dashboard? Choose 2 answers.
the running user becomes the default owner of the dashboard
data access permissions determine what data the users can view in the source reports
only users in the same role as the running user can view the dashboard
the running user determines the data displayed in the components of the dashboard
When working on opportunities, sales reps at Universal Containers need to understand how their peers have successfully managed other opportunities with comparable products, competing against the same competitors. Which feature should a system admin use to facilitate them? Choose 2 answers.
big deal alerts
opportunity update reminders
Which field type can be used as an external ID? Choose 3 answers.
Which user is listed in the case history related list for case changes made for assignment and escalation rules?
the owner of the case when the rule was triggered
the user who created the assignment or escalation rule
the automated case user specified in the support settings
A system admin has created a formula field on a lead object to calculate a number. How can the numerical value be mapped to the account record upon lead conversion?
the lead formula field value can be mapped to a number field on the account record
the lead formula field value can be mapped to a roll-up summary on the account record
the lead formula field value can be mapped to a formula field on the account record
the lead formula field value can be mapped to a standard field on the account field
Which schedule type can be defined for a product? Choose 2 answers.
What task can a delegated admin perform? Choose 3 answers.
manage users within specified roles
create new user profiles
reset passwords for all users
log in as a user who has granted login access
manage specified custom objects
A system admin at Universal Containers created a custom object to capture custom feedback. How can the admin ensure that users have access to this new object?
add fields from the feedback object to the account page layout
create a lookup relationship from the account page to the feedback object
assign the feedback page layout to the appropriate user profiles
create a role in the hierarchy to provide user access to the new object
A user received an error message when attempting to log into Salesforce. What is the first step the Salesforce admin would take to troubleshoot the problem?
rest the password
unlock the user
change the login IP ranges
view the login history
Universal Containers has segmented its customer base into two categories: High Wealth and Retirement. High Wealth accounts should be visible to the High Wealth Sales Team members only. Retirement accounts should be visible to all sales users. How can a system admin meet this requirement?
create a new record type for the High Wealth accounts and share the record type with High Wealth team members
create a new profile for Retirement sales team members and remove read access to High Wealth account records
Set the OWD sharing to public read-only and create a sharing rule to limit access to High Wealth accounts
set the OWD sharing to private and create a sharing rule to share Retirement accounts with all sales users
When a lead is converted and an opportunity record is created, which object is related to the new opportunity by default? Choose 2 answers.
What does Salesforce authenticate before allowing a user to log in through the user interface? Choose 3 answers.
whether the user's profile has specified business hours
whether the user's profile is API enabled
whether the user's profile has IP address restrictions
whether the organization has trusted IP addresses
What is required to make a user an approver in the approval process?
the user must be in the same role as the approval submitter in the role hierarchy
the user most opt in to receive email alerts when an approval request is requested
the user must be set up as a delegated approver
the user must have read permission for the object in the approval process
What should a system admin consider when setting up Mobile Lite? Choose 2 answers.
Mobile Lite config can be created for each user profile
Mobile Lite must be enabled before users can install it
Mobile Lite provides access to standard objects and dashboards
Mobile Lite users must have a mobile license assigned to them
Which option is available to a system admin when managing passwords for Salesforce Users? Choose 3 answers.
admin can reset passwords for all users at once
admins can enforce all numeric password policy
admins can assign a password to a set of users
admins can customize the message sent to locked-out users
admins can grant users the "password never expires" permission
A system admin created a custom object for a recruiting application to track open positions. The admin needs to give recruiting users the ability to read, create, edit, and delete position records. How should the admin proceed?
modify a standard profile and enable the custom object permissions
use an existing standard profile that will automatically have the custom object permissions enabled
create a custom profile and enable the custom object permissions
use an existing custom profile that will automatically have the custom object permissions enabled
Match the automation rules with the order in which they are processed:
Regional sales users at Universal Containers sell to both business and consumer accounts. However, sales users are unable to see the set of stages that apply to consumer opportunities. How can an admin correct the problem?
remove all but one record type from the regional sales team profile
check for a validation rule that restricts the visibility of the opportunity stages
assign the relevant record types and sales processes to the regional sales team profile
ensure that regional sales users are routing consumer opportunities to the appropriate approver
When should a system admin consider using the Salesforce AppExchange? Choose 2 answers.
to find answers to Salesforce application questions
when standard Salesforce functionality needs to be extended
to submit ideas for Salesforce application enhancements
when looking for pre-built custom applications and tools
What action can a user with the standard system admin profile take? Choose 3 answers.
access a log of the records a user has viewed
delete user records
reset all user passwords
assign feature licenses to users
define and assign custom profiles to users
Which permission is required to convert a lead? Choose 2 answers.
"transfer" access for leads, accounts, contacts, and opportunities
"import leads" profile permission
"create" and "edit" access for leads, accounts, contacts, and opportunities
"convert leads" profile permission
Criteria-based sharing rules can be created for which objects? Choose 3 answers.
Which setting can a system admin control in the Salesforce user interface? Choose 3.
enable spell checker
enable enhanced list views
enable customizable recent items
enable hover details
enable Chatter for specific users
Universal Containers has multiple support teams. One team handles technical support issues and another handles billing issues. When would a system admin consider introducing a new record type for cases? Choose 2 answers.
when different field-level security is required
when different record access is required
when multiple page layouts are required
when different picklist values are required
Which customization option is available for standard fields? Choose 3 answers.
delete standard fields
edit picklist values for standard fields
change the field type of standard fields
rename standard field labels in the user interface
remove non-required standard fields from a page layout
Sales managers need to view and report on sales revenue across an entire company without having access to a custom object that tracks personal time off requests. Which permission should a system admin enable in a custom profile to meet this requirement in a private sharing model?
"read for accounts"
"view all data"
"read for opportunities"
"view all for opportunities"
Universal Containers has certain customers that must be placed on the Do Not Contact (DNC) list. A system admin needs to ensure that sales reps do not contact these customers. Which step should the admin take to enforce this requirement? Choose 3 answers.
make the DNC contact records private to all sales users
filter the DNC contacts from mass email list views shared with sales users
select the mass email checkbox on the DNC contact record
remove the phone number and email address fields from the contact page layout for DNC contacts
add the Do Not Contact field to the contact layout and make it visible for all sales user profiles
Jim has logged into Salesforce. He clicks the leads ___ along the top of the screen, and then clicks the new button. He enters a lead name, company, and demographic information, and clicks save. Jim has created a lead ___ within the lead ___.
object, tab, record
tab, object, record
object, record, tab
tab, record, object
Which of the following is NOT a standard object?
Which of the following is NOT a standard Salesforce application? Select all that apply. (pick 2)
Susan navigates to the leads tab and selects "Unread Leads" from the drop down menu, and is presented with a series of lead records. "Unread Leads" is an example of which of the following?
Bob is a Salesforce system admin. He creates a sandbox to test a feature that will require activation. Bob submits a case to Salesforce support from the production environment. Support requests the org ID of the environment that Bob would like the feature activated within. Bob can provide support the production org ID, as the sandbox and production org IDs will match.
only in the case where the sandbox created is a developer sandbox
only in the case where the sandbox created is a full sandbox
Yes, the production org ID will always match the org ID of its sandboxes
No, the production org ID will never match the org ID of any of its sandboxes
Jenny is a Salesforce.com admin for Inspired Products, Inc. (IPI). IPI's fiscal quarters are comprised of two four week months, and one five week month, beginning in January. IPI would like to report on their opportunity pipeline segmented by fiscal quarter. What does Jenny need to consider when configuring Salesforce?
standard fiscal years can be configured to suit IPI's needs
custom fiscal years must be configured to suit IPI's needs. Once enabled, custom fiscal years CANNOT be disabled.
fiscal year config is not required
IPI support has office hours Mon-Sun 8a-8p but does not work Christmas, Thanksgiving, and several other holidays throughout the year. Cases are escalated according to working hours within the organization. How should this be configured in Salesforce? (Select 2)
Business hours must be configured to define the working hours Mon-Sun, 8a-8p
Salesforce automatically adds holidays, simply select all that apply
a recurring holiday must be added for each holiday and associated to the appropriate business hours
configuration of business hours and holidays is not required
Dan creates an opportunity record and then associates a Powerpoint deck to the opportunity via Chatter. The opportunity record impacts ___ storage, while the Powerpoint deck impacts ___ storage.
Mary is a sales rep that travels extensively. She states that she consistently uses the same web browser on the same laptop, yet is still frequently prompted for computer activation. What could cause this to happen?
this is normal and expected behavior
Mary's computer web browser is not storing cookies properly
the trusted IP ranges for Salesforce are improperly configured
the login IP ranges for Salesforce are improperly configured
Jim is a traveling sales rep and has just landed from a cross-country flight. He views his calendar in Salesforce and notices that his calendar appointments are displaying several hours off. What is likely the cause?
the locale on Jim's user record is set incorrectly
the Salesforce org's time zone needs to be changed to reflect the change in time zone
the time zone on Jim's user record needs to be updated to reflect the change in time zone
Jim needs to update the time zone on his laptop to reflect the change in time zone
You are the Salesforce admin for a US-based company with a satellite office in Berlin. The Berlin office does not currently use Salesforce, but is scheduled to begin within the next few months. In order for the Berlin office to be effective, they will need to view Salesforce in German and enter currency amounts in Euros. The US office must be able to report all opportunities in US dollar amounts. A static conversion rate between USD and EUR is acceptable for launch. What do you need to consider for this implementation? Select 3.
multiple currencies must be enabled prior to establishing conversion rates between currencies
translation must be configured for custom objects, tabs, fields, and picklist values
enabling multiple currencies will require feature activation. Feature activation can take several days to complete, and should be worked into the project plan accordingly.
advanced currency management with dated exchange rates is required
The VP of customer service is concerned that customer service reps can access Salesforce data from their homes. She would like to limit all customer service reps to accessing Salesforce only while they are at work. As the Salesforce admins, what steps can you take to ensure that the customer service reps can access Salesforce only from within the company?
add the company's public IP range(s) to the list of Trusted IP ranges
add the company's public IP range(s) to the list of Login IP ranges on the customer service reps' profile
configured Login Hours on the company information page
add the company's public IP range(s) to the list of Trusted IP ranges on the customer service reps' profile
The marketing team, several (but not all) executive users, and several (but not all) users from sales ops should be granted the ability to access several list views and a report folder. As the Salesforce admin, how would you structure access?
create a new role and assign each user to this role. Specify this role within the sharing criteria for each list view and the report folder
create a new public group and assign each user to this group. Specify the public group within the sharing criteria for each list view and the folder report.
specify the named users and roles within the sharing criteria for each list view and the report folder
Create a new permission set and assign each user to the permission set. Specify access to the list views and report folder within the permission set.
The operations team uses a field on account called "Delinquency Status" to indicate when an account is behind on payment. This field should be visible to only the following users:
- the entire finance team
- all sales managers
- 2 named users of the 75 sales reps
What is the best way to implement this scenario?
grant field-level visibility to the Delinquency Status to the finance team, sales manager, and sales reps via role
grant field-level visibility to the Delinquency Status field to the finance team, sales manager, and sales reps via permission set
grant field-level visibility to the Delinquency Status field to the finance team, sales manager, and sales rep profiles
grant field-level visibility to the Delinquency Status field to the finance team and sales manager profiles. Grant field-level visibility to the Delinquency Status field to the two sales reps via permission set.
Customer service reps must be able to create cases and edit cases that they own. However, they should not be able to view cases owned by any other users. Org-wide defaults for the case object must be set to which of the following?
public read only
Julie and Jim are both sales reps in your organization and are collaborating on an account "Squared Wireless." Jim currently owns the account, and Julie cannot view the record in Salesforce. Jim would like for Julie to have the ability to view and edit the "Squared Wireless" account record. All other account records owned by Jim should remain not visible to Julie. Account collaboration is rare within your organization. Julie and Jim are assigned the same role and profile. How can this be solved in Salesforce?
instruct Jim to manually share the account record
create a criteria-based sharing rule to grant access to records as needed
set the org-wide defaults for accounts to read only
add Julie and Jim to a public group "Sales Collaboration." Create a sharing rule that grants members of "Sales Collab" read/write access to account records owned by users in "Sales Collab."
The inside sales team must have the ability to create and edit opportunities. Each user within the inside sales team must only be able to view records that they own (Inside Sales User A should not be able to view Inside Sales User B's opportunities). The outside sales team must have the ability to create and edit opportunities and to view opportunities owned by users within both the inside and outside sales teams. How should this be configured in Salesforce? Select all that apply. (pick 4)
configure org-wide defaults for opportunity to read only
configure OWD for opportunity to private
create a sharing rule: prevent the inside sales team from viewing records owned by the outside sales team
Create a sharing rule: the outside sales team will be granted read access to opportunities owned by the inside sales team
create a sharing rule: the outside sales team will be granted read access to opportunities owned by the outside sales team
create two roles: one for the inside sales tea and one for the outside sales team
The OWD for oppty. are set to read only. A custom field Commission has been added to the oppty. Each user should be able to view this field for records that they own, but not for records they do not own. How can this be accomplished using Salesforce security config?
set field-level security to read only on the Commission field for the appropriate profiles
Set field-level security to hidden on the Commission field for the appropriate profiles
set field-level security to hidden on the Commission field for the appropriate profiles, and create sharing rules to grant access to users to view the Commission field on records they own
set field-level security to hidden on the Commission field for the appropriate profiles, and create permission sets to grant access to users to view the Commission field on records they own
this scenario cannot be solved using only Salesforce security config
Oppty. to account is a ___ to ___ relationship.
Permission set to User is a ___ to ___ relationship.
Use Import Wizard for five things only:
custom object records
Data Loader can do ___ objects.
___ bypass workflow on ____; ____ on ___.
Can't, data loader; can, import wizard
Can, data loader, can't, import wizard
Which has the de-dup tool?
Both import tool and data loader
None of the above
Which are Single data points:
Gages and Metrics
None of the above are Single Data points
4 types of actions that can appear in a workflow:
"New meeting request" button has up to ____ different time proposals (of which you can select ___; ___ show you what everyone else has chosen; ___ use for people even if they don't have Salesforce.
five, one, does, can
five, one does'nt, can
Salesforce divided into 3 different layers--_______--, of which there is a ___ and ___ side for each.
Model-View-Controller (data model, user interface, business logic); declarative, programmatic
Model-View-Controller (data model, user interface, business logic); negative, positive
Six standard profiles are:
____ allows you to backup files...if you have ___ or higher, can do it ___ (every ___ days); if lower, can do it ___ (every ___ days)
Data export service; enterprise, weekly, 6; monthly, 28
Data export service; enterprise, daily, 6; monthly, 28
Data export service; enterprise, weekly, 1; monthly, 28
4 types of reports are:
tabular, summary, matrix, joined
Can put up to 5 formulas on reports (that are, summary and matrix reports, but not tabular reports)
Data loader puts errors in csv file, but only shows you one error at a time; import wizard sends an email, but all of the errors at once.
A custom Report Type can go 4 levels deep.
Even in a custom report type, CANNOT rename columns?
Which dashboard feature allows users to see a dashboard with only their own data?
Which is a feature of Chatter? Choose 3 answers
The VP of Sales at Universal Container requested that "verbal agreement" be added as new opportunity stage. The admin added this new picklist value to the stage field, but found that new value was not available to users. What should the admin do?
ensure the new value was marked as active
ensure the limit of 10 stage values was not exceeded
add the new value to the appropriate sales process
add the new value to the appropriate record type
What is the purpose of the Ideas Community. Choose 2 answers
to post customer ideas by logging cases on the ideas tab of the portal
To provide access to articles that answer questions around an idea theme
to invite customers, partners, and employees to submit ideas around a theme
to comment on and vote for idea posted by other community members
What are features of Content Delivery ?
A secure URL can be generated for sharing the content