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