ADM Training Flashcards
What is the difference between the 15 character and 18 character Salesforce Record IDs?
The 15 character ID is case sensitive
The 18 character ID is can insensitive meaning that the ID reads the same in either upper or lower case characters
What is the starting point for an Approval Process in Salesforce?
When a record is submitted for approval
What Report functionality would you use in order to quickly categorize report records without creating a formula or a custom field?
Bucketing
n which of the following scenarios can a Validation Rule fire, thus helping prevent bad data from entering your Salesforce org? (select 3)
During the manual update of a record
During a mass import from the Data Loader
During the initial creation of a record
Identify the statements that define the data loader? Choose 2:
Can be used to insert, update, delete or export Salesforce records
Can be used to read, extract and load data from CSV files.
Identify the statements that define the data loader? Choose 2:
Can be used to insert, update, delete or export Salesforce records
Can be used to read, extract and load data from CSV files.
Access to a report is determined by the folder in which the report is stored.
True
What characteristics apply to standard reports? Choose 2:
Are out of the box reports
Can be modified and saved as new reports
An Approval Process begins when a record is…
Submitted for Approval
Fields which are hidden using Field-Level-Security are still subject to Validation Rules?
True
Which of the following profiles are Standard Profiles in Salesforce? (select 3)
Standard User
Chatter Free User
System Administrator
When converting a Lead, what values are transferred to the Opportunity?
Stage = First stage in list
Close Date = Last day in fiscal quarter
Which of the following would be considered a Junction Object in Salesforce?
A many-to-many relationship created with two master-detail relationships
Which Dashboard Component would you use in order to display a single value that you want to show within a range of custom values?
Gauge
Which of the following is not a valid dashboard component type?
Snapshot
Which records can Lightning Sync automatically keep in sync between Outlook and Salesforce? (select 2)
Events
Contacts
A system administrator at Universal Containers needs to prevent sales representatives from editing fields on an opportunity once the opportunity has been moved to a closed stage. Which data validation tool can be used to accomplish this? Choose 2 answers
Data Validation rules
Record Types and read only page layouts
In Ideas, the best way to monitor new postings is to regularly review which tabs?
Recent Ideas and Comments
How many objects may be imported or updated using the data loader in one operation?
1
Which component can be included in a custom home page layout? Choose 3:
Dashboard components
Pending approvals list
Messages and alerts
How would you create all collaborative access to the accounts, contacts, contracts, opportunities, and cases of a US Sales Rep, an APAC Sales Rep and an EMEA Sales Rep?
By creating a public group for the three Sales Reps and one account sharing rule to share the public group’s records with itself.
This tool provides a visual representation of the various steps of an Approval Process in Salesforce
Process Visualizer
Sales representatives at Universal Containers should be notified any time support cases related to accounts they own change status. How can a system administrator accomplish this?
Create a workflow rule to send an email alert to the account owner
You need to extend the Service Cloud User feature license to a user in your organization. Where would you go to do this?
From the User record by checking the Service Cloud User checkbox
The Director of Sales has asked that he receive a notification whenever an opportunity with an amount of over $100,000 reaches a probability greater than 50%. Which of the following could fulfill this request? (select 2)
Big Deal Alerts
Write an apex trigger
Create a workflow rule to send an email to the Director of Sales whenever the criteria is met
A system administrator needs to restrict users ability to view a dashboard. How can this be accomplished?
Restrict the access to the folder that the dashboard is located
How can Lookup fields help keep your data clean?
They restrict the number of choices available for a field
What does the dashboard snapshot on the Home Page display?
The first row of any available dashboards
The Organization Wide Default for Opportunities is set to Public Read/Write in your organization. Which Security feature would you utilize to restrict access to Opportunities for a certain set of users?
Profile
A customer service manager would like to automatically assign cases to the most appropriate agent to handle the request. What feature could be used:
Case Assignment Rules
Which tasks can an Administrator perform? Choose 3:
Run a report on Monday, and then schedule the same report to run every Monday for the next four weeks.
Schedule a report to run at approximately 6:00pm
Schedule a report to run only a week from today
A user can save a record even if a data validation error message appears
False
A system administrator created a custom object for a recruiting application to track open positions. The administrator needs to give recruiting users the ability to read, create, edit and delete position records. How should the administrator proceed?
Create a custom profile and enable the custom object permissions
What is a capability of Salesforce Knowledge? Choose 2 answers:
Knowledge allows an organization to share articles with partner portal users
Knowledge uses data categories and roles to make articles visible to specific users
You recently created a new object in Salesforce, but did not create a tab for the object. Which type of tab would you need to create, if you later decide that a tab would be helpful for accessing this new object’s records?
Custom Object Tab
What is a Junction Object?
A Many-to-Many relationship created with two lookup master-detail relationship
Which of the following components can be added to a custom Home Page in Salesforce Classic? (select 2)
Tasks
Calendar
A system administrator at Universal Containers 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 data loader
Create a list view for opportunities and update using inline editing
A user can still report on a field they have access to, if it is hidden from the page layout
True
Which setting can a system administrator control in the Salesforce user interface? Choose 3:
Enable enhanced list views
Enable spell checker
Enable hover details
If the Org Wide Default is Public Read/Write, what feature in Salesforce is needed to restrict access to that object?
Profile
A roll-up summary field requires a Master Detail relationship
True
A Sales Manager would like to get a report of opportunities grouped by sales stage. What kind of report meet this requirement:
Summary
Conditional Highlighting applies only to the first summary field column in the table.
True
Which of these is not a Salesforce feature?
Email to lead
Which statements are true about business processes? Choose 2:
Each business process is associated with one or more record type.
Record types implement business processes through page layouts
A record is modified on 1/1/2017. It meets criteria for a time-based workflow rule; this rule schedules an action for 7 days after rule execution. On 1/4/2017 the record is modified and no longer meets the criteria. On 1/5/2017 the record is modified again and once again meets the initial time-based workflow rule criteria. How many workflow actions will execute and when?
1 on 1/12/2017
What is a roll-up summary field?
A roll-up summary field is a custom field that aggregates child record information into the parent record
A US Sales rep is reporting that the new opportunities she creates do not default to the US Dollar Currency and she has to change them manually. How do you resolve this?
Change the personal currency on user record.
The Director of Sales has implemented a commission structure for all Sales Reps. This new commission needs to be displayed on Opportunities and reflect an amount of 5% of the total amount of the opportunity. What type of field would you create to accomplish this requirement?
Formula
What types of scheduling can be defined on a product in Salesforce? (select 2)
Quantity
Revenue
Which of the following controls a user’s access to a dashboard? (select 2)
Dashboard folder access
The source report folder access
You must be a user of salesforce.com in order to Receive an email notification in the case escalation process.
False
Validation rules are also enforced using the API and Import Wizards.
True
Universal Containers needs to use Cases to manage both customer support and internal change requests. Which functionality should a system administrator use to meet this requirement? Choose 3 answers:
Page Layouts
Record types
Support processes
Settings determine what users can see in the user interface. Which of the following settings can be modified by an admin? Choose 5:
Apps Record Types Page Layouts Fields Tabs
What does Salesforce authenticate before allowing a user to log in through the user interface? Choose 3 answers:
Whether the organization has trusted IP addresses
Whether the user’s profile has IP address restrictions
Whether the user’s profile has login hour restrictions
A user received an error message when attempting to log into Salesforce. What is the first step the Salesforce administrator would take to troubleshoot the problem?
View the login history
The marketing team at Universal Containers use a web to lead form to capture leads from its website and a lead assignment rule to assign the leads to the appropriate sales representatives. How can a system administrator ensure that all leads are handled even when they do not meet the assignment criteria?
Specify a default lead owner
Which statements are true regarding a Junction Object? (select 2)
Is a custom object with two master-detail relationships
Establishes a Many-to-Many relationship between two objects
Select the 4 valid Report formats available in Salesforce (select 4)
Tabular
Summary
Joined
Matrix
What is required to make a user an approver in the approval process?
The user must be set up as a delegated approver
What is affected by changing the default locale for an Organization?
Date fields
Which of the following are considered valid Activity Management activities in Salesforce? (select 3)
Event
Task
Call
Data loss can occur when changing fields from the following types (choose all that are correct)
Changing from a checkbox to any other type of field
To a Number field from any other type of field
Changing from a multi-select picklist to any other type
Which steps are required when enabling the Escalate to Case feature? Choose 3:
Edit each case page layout to include the question field.
Set field-level security on the Question field, making it visible to trusted community members.
Make sure trusted community members have the profile permission “Create” on the Case object.
When working on opportunities, sales representatives 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 administrator use to facilitate them? Choose 2 answers
Chatter groups
Similar opportunities
A system administrator 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
When test driving an application on the AppExchange Directory, it is not possible to view the S-Control configurations of that application.
False
Which statements about custom summary formulas in reports is true?
Custom summary formulas can reference a formula field within a report
Custom summary formulas can be used in a report built from a custom report type
Universal Containers has multiple support teams. One team handles technical support issues and another handles billing issues. When would a system administrator consider introducing a new record type for cases? Choose 2 answers:
When multiple page layouts are required
When different picklist values are required
What is the maximum number of Components available on a Dashboard?
20
The Director of Sales would like to be able to see more details around changes to key fields on opportunities. He has asked that whenever an Opportunity’s Stage or Amount is changed, he needs to be able to see which user performed the change, when, as well as the previous and new entries. What should you do to accomplish this task?
Enable Field History Tracking on Opportunities and then select to track history on the Stage and Amount fields on the Opportunity object
What type of information can NOT be shown with an S-Control Dashboard component?
External feed of data
Your Service Department consists of a variety of agents with specific skill sets. Their manager would like to automatically route cases to agents based on the criteria of a case in order to assign cases to the most appropriate agent. What feature of Salesforce would you utilize to fulfill this request?
Case Assignment Rules
If a lead does not meet any of the criteria specified in the assignment rule, it will be assigned to the default lead owner.
True
The web-to-case feature has more template options than Web-to-lead?
True
Which steps are required to enable and create an Answers Community? Choose 2:
Enable the Answers Feature
Create an Answers community and rename the default Internal Community
Which of the following are the best practices for naming conventions? Choose 2:
No Spaces
No Punctuation
Which of the following are valid types of Communities that are available in the Community Cloud offering by Salesforce? (select 3)
Partner Community
Customer Community
Employee Community
Which of the following can be used to make a field required? (select 3)
Page Layout
Required checkbox on the field
Validation Rule
Which statements about custom Summary formulas in Reports is true? Choose 2:
Custom summary formulas can be used in a report built from a custom report type.
Custom summary formulas can reference a formula field within a report.
You can make fields visible, read-only, and required using Page Layouts.
True
You can restrict a profiles view to a certain field by using which feature?
Field Level Security
What should a system administrator use to disable access to a custom application for a group of users?
Profiles
Standard picklist fields cannot be dependent fields
True
What are the ways leads can be captured with Salesforce? (Choose two answers)
Lead Import
Web to Lead
Is it possible for a user to own a record and not see it?
True
Which privilege can be granted to members of a content library (workspace) without modifying user permissions? Choose 2 answers:
Share content with other users in Chatter
Add tags when editing content details
Which of the following can you determine by viewing a user detail page? (select 3)
The user’s Profile
The last time a user logged in
The user’s Role
To track revenue gain or loss based on currency fluctuations, you must implement what feature?
Advanced Currency Management
Which of the following are standard Salesforce Objects?
Contract
Pricebook
Opportunity Product
Field Level Security or Page Layout can be used to make a field required
False
You can use standard reports when creating Dashboards?
False
Which of the following objects is not a Standard Object in Salesforce?
Competitor
The Chief Technical Officer has requested that all data records out of Salesforce be backed up weekly. What standard functionality does Salesforce provide to accommodate this request?
Data Export
Which data can be highlighted in a report using conditional highlighting? Choose 3 answers:
Grand totals
Summarized totals
Data fields
A 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:
Tabular
What is conditional highlighting for reports?
Shows you visual highlights depending on a threshold
What can be modified using the Report Options at the top of a Summary Report? Choose 2:
Time frame
How the records are grouped
Which of the following allows you to report on historical data in Salesforce in order to monitor and spot trends?
Reporting Snapshot
The Sales Director wants to be alerted to deals that are greater than $1,000,000. Which tools can you use to achieve this?
Workflow - Create a workflow to send an email if an Opportunity amount is greater than 1,000,000
Big Deal Alerts
If you add a chart component to a dashboard, you can choose between which of the following chart types? Choose 4:
Horizontal Bar
Vertical Column
Line
Pie
When are workflow rules evaluated?
When a record is created or updated
Users with different access levels who run the same report at the same time will always see the same data.
False
Which of the following relationships are correct?
Leads and Contacts can be associated to several Campaigns, but an Opportunity can have only one Campaign
Which tool can perform mass deletes in Salesforce?
Data Loader
You recently added a new Stage to the Opportunity object. Users are now reporting that the new Stage is not available from the picklist to select from. What do you need to do to make the new Stage selection visible for users?
Add the new Stage as a Selected Value in the appropriate Sales Processes in which it should displayed
Which statements are true about the cloud scheduler? Choose 3:
It is now enabled by default in all orgs
You can automatically see the New Meeting Request button on all eligible contact, lead, and person account detail pages
Admins can add or remove the New Meeting Request button on multiple page layouts using the new Cloud scheduler quick setup method
When it comes to field dependency in Salesforce, which of the following type of fields can be dependent fields? (select 2)
Custom Picklist
Multi-Select Picklist
What does the controlling field determine when field dependencies are being created?
The values that appear in the dependent field
What permissions are needed to import leads and contacts to a Campaign?
Marketing user checkbox & profile
Formulas ignore Field Level Security settings
True
All of the following objects may have a queue EXCEPT
Accounts
In which scenarios will the sharing button appear?
When the sharing model for the object is private or public read only
You want to give a profile access to a custom object. What would be the best way to do this?
Clone a standard profile and grant additional access
What are the different types of Sharing Rules?
Account Sharing Rules
Case Sharing Rules
Custom Object Sharing Rules
Lead Sharing Rules
Which of these objects can you map a field on lead conversion?
Opportunities
Account
Contacts
Which profiles listed are a standard Profile? Select all that apply
Standard User
Marketing User
Contract Manager
For how many days will Recycle Bin hold deleted data?
15
What type of report cannot be used to populate a chart in a dashboard?
Tabular
In addition to Organization Wide, where else can you specify Session Settings in Salesforce, to log users out after a set time of inactivity?
Profile
Multiple users are suddenly reporting to you that they are receiving a Validation Rule error when trying to create a new account record. The error mentions that the Industry field for the account cannot be blank. The problem is, these users cannot see the Industry picklist field, and are therefore unable to select an Industry and save new account records. Which steps should you take in order to troubleshoot and resolve this issue for your users? (select 2)
Check the Field Level Security for the industry field to confirm that it is not hidden from the affected users
Check the page layout(s) assigned to the affected users to see if the industry field is displayed
The director of Sales has asked that you provide pricebook pricing for multiple currencies. You currently have just one pricebook created in your Salesforce org. You have also previously enabled multiple-currencies in your Salesforce org. What would you do to accommodate this request?
Create individual products for each currency, for each product that is needed in the pricebook
Your organization is a US-based company with a default currency of US Dollars. As a sales rep, your personal currency set to British Pounds. You create an opportunity with a currency in British Pounds. The administrator updates the currency conversion rates. Which of the following best describes what happens to the amount of your British-Pound-based opportunity?
The overall opportunity amount does not change but the converted amount in a report does
Why should you consider using the Import Wizard over the Data Loader?
If you require some De-Duplication
Which field settings can you control in the Page Layout Editor? (select 3)
Required
Read Only
Visible
Which of the following are valid Chatter components? (select 3)
Feed
Groups
Bookmarks
Sales Representatives at Universal Containers need assistance from product managers when selling certain products. Product managers do not have access to opportunities, but need to gain access when they are assisting with a specific deal. How can a system admin accomplish this?
Enable Opportunity Teams and allow users to add product managers.
Which of the following best describes the Opportunity Stage History related list?
Tracks Stage, Amount, Expected Amount, Probability, and Close Date changes
What are the limits for the Account + Contacts import wizard per session?
500 records for end users. 50,000 records for Administrator importing for multiple users.
Which of the following statements are true about importing data using the import wizard? Choose 2:
You can import accounts, contacts, leads, solutions, and custom objects using the import wizard
When importing data, file size cannot exceed 100MB and each record in the file cannot be bigger than 400KB.
When you add a custom object tab, all of the following will be accessible with the object EXCEPT:
Custom Object Reports
When you Delete a lead from a campaign, it deletes the lead record itself.
False
When are Data Validation Rules fired in Salesforce? (select 2)
Before a new record is saved
Before an existing record is updated
When creating a Custom Summary Formula in a Report, what are the four valid Summary Types which you can select? (select 4)
Min
Max
Average
Sum
Which feature can be enabled and set up to automatically create a case in Salesforce when a customer sends an email?
Email-to-Case
Which of the following Objects can be assigned to a Queue in Salesforce? (select 3)
Case
Lead
Custom Object
What can a marketing user do using the Manage Members button on a campaign record? Choose 2 answers:
Import new leads and associate them with the campaigns
Associate existing contacts with the campaign
Quotes & Opportunities are part of which cloud product?
Sales Cloud
Which customization option is available for standard fields? Choose 3 answers:
Rename standard field labels in the user interface
Edit picklist values for standard fields
Remove non-required standard fields from a page layout
Is it possible to share a custom object record manually?
True
Gauge and metric dashboard component types are based on what from a report?
Grand Total
How can you relate an opportunity to a campaign? (select 2)
Select the Primary Campaign Source for the Opportunity
Use the Campaign Influence Related List on the Opportunity
As an Administrator for your company, you have two different Sales Groups that need to use different Stages on Opportunities. How do you display the correct stages for each group?
Set up two different sales processes and assign them to the appropriate profiles
How many profiles can a user be assigned to in Salesforce?
1
Your company has recently acquired another company. You have been tasked with importing the acquired company’s account, contact, and opportunity records; each of which exceed 50,000 records each. How would you accomplish this?
Use the Data Loader and import all of the account records, then all of the contact records, and then all of the opportunity records.
Identify the statements that are true about the deactivation of a user? Choose 3:
Deactivation frees up a salesforce user license.
The integrity of historic data is maintained
The user is prevented from accessing Salesforce.
Which feature restricts a user’s ability to log into Salesforce? Choose 2 answers:
Login hours
Login IP ranges
What should a system administrator consider when setting up Mobile Lite? Choose 2 answers:
Mobile Lite provides access to standard objects and dashboards
Mobile Lite must be enabled before users can install it
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 administrator correct the problem?
Assign the relevant record types and sales processes to the regional sales team profile
Which permission is required to convert a lead? Choose 2 answers:
“Create” and “Edit” access for leads, accounts, contacts and opportunities
“Convert Leads” profile permission
When should a system administrator consider using the Salesforce AppExchange? Choose 2 answers:
When standard Salesforce functionality needs to be extended
When looking for pre-built custom applications and tools.
What action can a user with the standard system administrator profile take? Choose 3 answers:
Assign feature licenses to users
Reset all user passwords
Define and assign custom profiles to users.
What is true about dynamic dashboards:
A dynamic dashboard will show data according to the user’s security settings
Which of the following are valid report formats that are available in Salesforce? (select 3)
Summary
Tabular
Matrix
Users are reporting that a picklist field is missing several selections for some records, but not for other records. What would you check in order to troubleshoot this issue?
Check the Selected Values for the Picklist for each Record Type of the object
A customer service manager would like to automatically assign cases to the most appropriate agent handle the request. What feature could be used?
Case Assignment Rules
When are Data validation Rules Enforced?
Upon saving a record
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 administrator meet this requirement?
Create a new record type for the High Wealth accounts and share the record type with High Wealth team members
Which user is listed in the case history related list for case changes made for assignment and escalation rules?
The automated case user specified in the support settings
What can be transferred from one user to another user during a mass transfer of account records? Choose 3 answers:
Open activities
Open cases
Closed cases
A sales user at Universal Containers has updated the opportunity stage for an opportunity in the pipeline. What may be updated as a result of the status change? Choose 2 answers
Forecast category
Probability
A 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?
Grant the sales manager the “View my Team’s Dashboard” permission
Create the dashboard as a dynamic dashboard
Workflow cannot be triggered upon import
False
A users security token will be refreshed every time their password is changed.
True
Which of the following is a standard profile?
Contract Manager
Marketing user
Complete this sentence - Dynamic Dashboards _
_enable each user to see the data they have access to
What is the primary purpose of the AppExchange?
To provide a marketplace through which Salesforce users can access, download, and install apps, in order to extend the core functionality of the platform
True or False: Once a Salesforce Organization has enabled Multiple Currencies, that Organization can not revert back to a single Currency.
True
Match the automation rules with the order in which they are processed Validation Rules - 1 Escalation Rules - Assignment Rules - Workflow Rules -
Validation Rules - 1
Escalation Rules - 4
Assignment Rules - 2
Workflow Rules - 3
Which of the following User Interface settings can be enabled? (select 3)
Enhanced Lists
Collapsible Sidebar
Hover Details
Which statement about Community experts is true? Choose 2 answers:
Community experts are designated by an icon
Community experts can be designated for Salesforce Ideas
Which statement about sharing rules is true? Choose 2 answers:
Sharing rules open up access to records
Sharing rules grant record access to roles and public groups
What should a system administrator consider before importing a set of records into Salesforce?
The import file should include a record owner for each record
Data should be de-duplicated in the import file prior to import
Where can you make a field required? (Select all that apply)
Page Layouts
Validation Rules
Field Edit page
Can you uninstall an App Exchange application once it has been deployed?
Yes
Which is a capability of the service cloud console? Choose 3:
It provides data visibility by combining a list view and related records on one screen
It allows agents to view key record information in the highlights panel
It allows agents to take notes in an interaction log while in a call
How do you delete a user?
You cannot delete a Salesforce User
Which schedule type can be defined for a product? Choose 2:
Revenue
Quantity
Which of the following fields CANNOT be a controlling field for Dependent Picklists?
Custom Multi-Select Picklist
What is the most common identifier when searching for duplicate records?
Name
Data Cleansing is the process of:
Creating format consistency and removing bad data
What is a Bucket Field?
Used in reports to categorise and group report values
Where can the multi-language solution feature be enabled? Choose 2 answers:
Public solutions
Self-service portal
Criteria-based sharing rules can be created for which objects? Choose 3 answers:
Contacts
Opportunities
Accounts
You have been tasked with disabling access to a custom Salesforce application for a group of users in Salesforce. Which of the following would you adjust in order to accomplish this task?
Profiles
You need to quickly lock a user out of Salesforce. Which are valid options for accomplishing this requirement? (select 2)
Deactivate the user
Freeze the user
Universal Containers would like their sales reps to be able to send branded email invites to customers for business meetings and to collaborate with customers from a branded website to find a suitable meeting time. How can an Admin accomplish this?
Add a company logo to meeting requests in Salesforce
Which report formats can use Conditional Highlighting?
Summary
Matrix
How is the expected revenue calculated in the opportunity?
Opportunity Amount multiplied by the probability
All fields on the Approval page layout are available to view on the Approval History related list
False
Which field type can be used as an external ID? Choose 3:
Text field
Number field
Email field
A system administrator at Universal Containers created a custom object to capture custom feedback. How can the administrator ensure that users have access to this new object?
Assign the feedback page layout to the appropriate user profiles
Where would you go to view pending workflow actions that are scheduled to fire in the future?
Time-Based Workflow
When a lead is converted and an opportunity record is created, which other object is related to the new opportunity by default? Choose 2 answers:
Account
Contact
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 administrator grant the correct access to the user?
Select the Marketing User checkbox on the user record
What is used to create a relationship between an Opportunity object and a Campaign object? Choose 2 answers:
Primary campaign source field
Campaign influence related list
Universal Containers requires that its Salesforce account data including attachments be backed up weekly. Which tool should a system administrator use to accomplish this?
Data loader
A tab is automatically created when you create a custom object
False
Which of the following scenarios would potentially result in data loss? (select 2)
Changing the data type of a field to a Number field from a Text field
Changing the data type of a field from a Checkbox to a Picklist field
What will occur when a system administrator creates a dynamic dashboard?
The data displayed varies based on the user viewing the dashboard
Universal Containers has certain customers that must be placed on the Do Not Contact (DNC) list. A system administrator needs to ensure that sales representatives do not contact these customers. Which step should the administrator take to enforce this requirement? Choose 3 answers:
Make the DNC contact records private to all sales users
Add the Do Not Contact field to the contact layout and make it visible for all sales user profiles
Filter the DNC contacts from mass email list views shared with sales users
Match the report format on the left with its description below. Matrix Report - iv Summary Report - ii Tabular Report - iii Joined Report - i
Matrix Report - iv
Summary Report - ii
Tabular Report - iii
Joined Report - i
Related data displayed in blocks
A list of records sorted into groups with subtotals
A simple list of records with no subtotals
Summarizes data in a grid against horizontal and vertical criteria
Which type of reports can be used to create a Dashboard?
Custom
What are the two main parts of workflow?
Rules & Actions
Match the workflow steps with their setup requirements Email Alert - Field Update - Rule - Task - Select a template Select the subject. status, and priority Set Criteria Select a Field
Email Alert - i Field Update - iv Rule - iii Task - ii Select a template Select the subject. status, and priority Set Criteria Select a Field
If you are importing records from Outlook or ACT! You do not need to check the fields mappings, since they are mapped automatically by Salesforce.
False
What are the four available actions that can be launched from a Workflow Rule? (select 4)
Email Alert
Outbound Message
Field Update
New Task
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 administrator enable in a custom profile to meet this requirement in a private sharing model?
View All Data
The Excel Connector is an unsupported tool.
True
How can you create a CSV file prior to importing data in SF?
All of the above
A user is reporting that they are unable to login to Salesforce. You check their user record and show no login attempts for them in the past several days. What are possible things the user is doing wrong? (select 2)
The user is entering their username incorrectly
The user is attempting to log in to a sandbox environment instead of production
Which of the following tabs may be made accessible in a Customer Community? (select 2)
Knowledge
Ideas
Which Settings cannot be modified for an individual user? Choose 2:
Search Settings
User Interface
Which profile component would you use to make a field required?
Page Layout
You are trying to connect to Salesforce from an IP address that is outside of your company’s trusted IP range, using the Data Loader. Your login attempts fail, although you know you are entering your Username and Password correctly. You have confirmed that your account is not locked by successfully logging into Salesforce via the browser interface. Which of the following is a valid reason why you are unable to connect?
You have forgotten to append your Security Token to the end of your Password in the Data Loader login window
Which statement is NOT true for custom summary formulas?
The formula can reference other summary formulas
When a lead is converted, it becomes an Account, Contact, and Opportunity (unless you opt out of creating an opportunity)
True
Related to the Lead Conversion process in Salesforce, you can map Custom Lead fields to Custom fields on which three objects in Salesforce? (select 3)
Account
Opportunity
Contact
Which options are available to a system administrator when managing passwords for Salesforce Users? Choose 3 answers:
Administrators can reset passwords for all users at once
Administrators can customize the message sent to locked out users
Administrators can grant users the password never expires” permission”
A user would like to generate a list of contacts for a mailing list. What type of report would be the most appropriate to use?
Tabular
Which of these actions can be triggered from a Workflow?
Field Update, New Task, Email Sent, Outbound Message
What can an email template contain?
Merge Field
Text
Attached File
What task can a delegated administrator perform? Choose 3 answers:
Manage users within specified roles
Log in as a user who has granted login access
Manage specified custom objects
True or False: Changing the Locale of a user will change the language of their User Interface in Salesforce.
False
The cloud scheduler has which capability? Choose 2 answers:
Salesforce can automatically propose multiple meeting times based on Salesforce user calendars
A custom logo can be added to the meeting request email sent to a contact or lead.
