ADM 201 Flashcards
Which feature allows a user to group campaigns within a specific marketing program or initiative?
Campaign Hierarchy / Campaign Lists/ Campaign Members/ Campaign influence
Campaign Hierarchy
Which dashboard component can display data from the summary rows of reports? Pick 2
Gauge / Table/ Chart/ Metric
Table/ Chart
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
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.
sales quota/ account rating/ forecast category/ probability
forecast category/ probability
What is a method for adding content to Salesforce CRM Content? Choose 2 answers.
attachments/ Chatter files/ libraries / Documents
Chatter files / Documents
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?
Support Settings / Auto-response rule / Validation Rule/ email-to-case
Auto-response rule
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-reponse rule based on the opportunity amount / Create a validation rule that evaluates the account rating.
Create the workflow rule on opportunity object
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
Add customers to private chatter groups/ use chatter files to share presentations
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 record access to roles and public groups / Sharing rules grant read-write or delete access to records
Sharing rules open up access of 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
assign the record type to the appropriate profiles
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 dowload accounts and contacts to collaborate on sales deals/ Admins can download and customize pre-built dashboards and reports.
Customers can share and install apps published by salesforce partners / 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 single article type across all data categories/ Knowledge automatically creates a solution for each new article/ Knowledge uses data categories and roles to make article visible to the specific users.
Knowledge allows an organization to share articles with partner portal users / Knowledge uses data categories and roles to make article 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
define a role hierarchy where the U.S. sales representatives roll up to the sales director
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 fiels is part of a field dependency / The fiels is used in a report
The field is used in a workflow field update
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 / Analytic snapshot / Iport Wizard / Scheduled report
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
Cases not assigned to a contact / 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
A product can have a different list price in different price books / 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 resize 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
The data displayed varies based on the user viewing the dashboard
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
When the record no longer matches the rule criteria / 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. closed cases / open cases / Closed activities/ open activities / Related custom object records
Closed cases / open cases / Open Activities
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
create an ownership-based sharing rule
What permission is set in a user profile? Choose 3 answers.
Object permissions/ Active / Run reports/ mass email/ Marketing user
Object permissions/ Run reports/ Mass email
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
An approval action defines the result of record approval or rejection / The approval-history related list can be used to track the process
What is affected by changing the default locale setting for an organization?
Language / Date fields/ Currency/ Time Zone
Date fields