Admin 201 Flashcards
1
Q
What are 9 Company Setting Categories?
A
- Fiscal Year
- Storage
- Licenses
- Language Settings
- Organization ID
- Locale
- Time Zone
- Currencies
- Business Hours
2
Q
What are three facts about fiscal year settings?
A
- Standard or custom fiscal years can be used
- Standard fiscal year follows the 12 month structure
- Custom fiscal years can use custom periods
3
Q
What uses DATA storage?
A
Data Storage is used by records
4
Q
What uses FILE storage?
A
File storage is used by attachments, documents, files, content and chatter
5
Q
What can you see in the Licenses Settings?
A
User Licenses and Feature Licenses totals, active, used and remaining
6
Q
What are the 3 levels of Language Support in Language Settings?
A
- Fully Supported
- End User
- Platform-Only Languages
7
Q
Where can users override organization language settings?
A
Language Settings on the Company Information page
8
Q
What is Translation Workbench used for?
A
To apply translations
9
Q
How many characters is the org ID?
A
15 characters
10
Q
What is the Org ID used for?
A
For support and enabling features
11
Q
What 6 things does Locale control the format of?
A
- Date
- Time
- Address
- Name
- Number.
- Phone
12
Q
Where is the default locale set?
A
The org level on the Company Information page, but users can override in the user settings
13
Q
What does the user’s time zone settings contol?
A
Time and date fields
14
Q
What are the two currency setting options for an org?
A
- Single
2. Multi currency
15
Q
What does multi-currency allow users to do?
A
Allows recording amounts in different currencies on records
16
Q
What are Business Hours and Holiday settings used for?
A
Used in case escalation rules and entitlement processes
17
Q
In what format is Locale written in?
A
Language + Country ex. English (United States)
18
Q
What does Full Supported language mean and how many are there?
A
- Means all SF features display in that language
2. 18 including, Korean and Thai
19
Q
What does End User language mean and how many are there?
A
- Will have translations for all STANDARD OBJECT FIELD LABELS and PAGES, but NOT Setup or Help
- 17 including Greek, Vietnamese and Polish
20
Q
What does Platform-only language mean and how many are there?
A
- It is possible to provide translation for custom and standard fields. If translation is not available the fallback will be English.
- 30 including Hindi, Tamil, English (Aus and Canada)
21
Q
Do non fully supported languages or non end user languages need to be enabled in the Language settings before use?
A
Yes
22
Q
What 6 settings are configured on the Company Information page?
A
- Company Address
- Company Phone
- Currency
- Language
- Locale
- Time Zone
23
Q
If multi-currency is enabled, in what currency can reporting and forecasting be done in?
A
The record’s currency (specific to user) or the corporate currency
24
Q
If multi-currency is enabled, can users configure their own currency?
A
Yes, in Personal Information
25
What does manage currencies allow for?
Allows for the EXCHANGE RATE between active currencies to be set.
26
If Advanced Currency Management is enabled, what additional setting can be configured to allow for tracking the exchange rate at the date an opportunity closes?
Date exchange rates
27
What is a user licenses?
The baseline of features available to a user. Each user must have at least one license.
28
What is a feature license? Name 3.
Grants access to ADDITIONAL FEATURES that are not included in a standard license such as Knowledge, Marketing or CRM Content.
29
Is the Business Hours case field available only in Classic or Lightning?
Classic
30
Will holidays be excluded from the time used when calculating a case escalation?
Yes
31
What are some consideration's for enabling fiscal year?
1. They can't be disabled, but they can follow the standard 12 month structure
2. Once enabled, all existing forecasts and quotas from the first period of that year forward will be DELETED, but forecasts for periods before the first custom fiscal year are not deleted.
32
How much data storage do most records take?
2KB with the exception of Person Accounts (4KB), Campaigns (8KB), Articles (4KB) and Email Messages
33
Structurally speaking, Account, Contact, Campaign are examples of what?
Objects
34
Structurally speaking, Company A account is an example of what?
A Record
35
Structurally speaking, Name, Type, Lead Source are examples of what?
Fields on a Record
36
What security features (3) can be configured in the Organization Security Controls?
1. Login Hours
2. IP Restrictions
3. Password Policies
37
What security features (2) can be applied to Objects?
1. Profiles
| 2. Permission sets
38
What security features (4) can be applied to Object Records?
1. Org Wide Defaults
2. Role Hierarchy
3. Sharing
4. Teams
39
What security features (2) can be applied to Fields on a Record?
1. Field Level Security
| 2. Page Layouts
40
What are the 4 Org Security Controls
1. Password Policies
2. Identity Confirmation (Authentication)
3. IP Restrictions (
4. Network Settings (Trusted IP Ranges)
41
Can passwords be allowed to never expire?
Yes
42
What do Profiles determine access to?
Objects - Tabs and Apps
| and what actions can be taken on those objects
43
What does View All and Modify All do?
Grants access to all records of the object and OVERRIDES sharing settings
44
What are 5 things that can be configured with Permissions on an object?
1. Create
2. Read
3. Edit
4. Delete
5. View All and Modify All
45
What do Object Permissions control?
Controls what user can do with records they OWN
46
What do Org Wide Sharing Settings or OWD control?
Determines access to other users' data for records they do NOT own.
47
Do OWD settings grant more access to Objects that object access settings in the user's profile?
No
48
What are the 5 OWD Sharing Defaults
1. Public Read/Write/Transfer (Transfer Leads and Contacts only)
2. Public Read/Write
3. Public Read Only
4. Private
5. Controlled by Parent
49
What access does the OWD Public Read/Write/Transfer give?
Users can view, edit and change ownership (changing ownership applies to leads and contacts only)
50
What access does the OWD Public Read/Write give?
Allows users to view and edit other users' records
51
What access does the OWD Public Read Only give?
Allows users to view other users' records but not edit
52
What access does the OWD Private give?
Users CANNOT SEE other users' records unless it is SHARED or if the user is ABOVE the record owner in the ROLE HIERARCHY
53
What access does the OWD Controlled by Parent give?
Users can perform an action based on if they can perform the action on the parent object.
54
In OWD, what are the 3 Pricebook sharing options?
1. Use
2. View Only
3. No access
55
In OWD, what are the 2 Activity sharing options?
1. Private
| 2. Controlled by Parent
56
In OWD, what are the 3 Campaign sharing options?
1. Public Full Access
2. Controlled by Campaign
3. Controlled by Lead or Contact
57
In OWD, what are the 2 User sharing options?
1. Private
| 2. Public Read Only
58
What is one consideration when implementing Private OWD User settings?
Because the People tab of Chatter is controlled by user visibility, users will not see any other user in chatter.
59
If a custom object is on the Detail side of a Master-detail relationship with a Standard object, what is the default OWD setting applied? Can it be changed?
Controlled by Parent and it cannot be changed.
60
What 3 permissions will field level security override?
1. Edit permission on an object
2. Modify All Data permission
3. View All Data permission
61
What will override field level security?
Universally required fields
62
Profile based ____ and ____ - _____ access of a field can be set per profile using field level security.
1. Visibility
| 2. Read-Only
63
What does Role Hierarchy settings do?
Grants access to records to users that have a role ABOVE the record owner, allowing for additional record access when OWD settings are more restrictive that Public Read/Write. eg. Private/Public Read-Only
64
It is possible to disable role hierarchy for custom objects by unchecking 'Grant Access Using Hierarchies' to Custom Objects, but not to Standard Objects?
True
65
What 3 record types can Exact Access be applied to?
1. Contact
2. Opportunity
3. Case
66
What are the 3 Exact Access options?
1. No Access
2. New
3. Edit Access
Note: Option only appear if object's OWD are not set to Public
67
What does enabling Manager Group Access in Share Settings do?
Allows users to share records up or down their management chain.
68
What field on the user detail page is the Manager Groups based on?
Manager
69
What are 4 things sharing rules can be based on?
1. Role
2. Public Group Membership
3. Manager Groups
4. Territory
70
What do sharing rules allow record access to be?
1.
71
What are the 6 major considerations for data management?
1. Duplicate Management
2. Recycle Bin
3. Data Quality
4. File Format
5. Salesforce Record ID
6. Mass Transfer, Update and Deletion
72
What does Duplicate Management do?
Controls whether and when duplicate records can be created using matching rule criteria.
73
How long do deleted records remain in the Recycle Bin?
15 Days or until the limit is reached allowing for record restoration
74
In what file format must all data files be in for import?
CSV
75
What objects can you do a mass transfer on?
Accounts, Leads, and Custom Objects
76
What 8 objects can the mass delete records function be used with?
Accounts, Leads, Activities, Contacts, Cases, Solutions, Products and Reports
77
How can you control which records are deleted during mass deletion?
You can set conditions and criteria
78
If a record still exists in the Recycle Bin, can it be restored?
Yes, by using the "Undelete" button.
79
Who in the Org will have access to Data Loader?`
Admins only
80
What file format can files be exported in?
CSV, XLS and XLSX
81
When an account is transferred, what 4 other related records are also transferred?
Notes, Contacts, Opportunities, and Open Activities
82
When a lead is transferred, what 1 other related record is also transferred?
All open activities
83
When a custom object is transferred, what other related record is also transferred?
None
84
What are some objects that are not available for Mass Transfer?
Opportunities, Cases, Activities
85
What are the steps to configuring a Mass Transfer?
1. Select the current owner to transfer records from and then select the new owner of the records
2. Enter the criteria for retrieving the records
3. Find, select and transfer the records
86
What are the steps to mass transfer Approval Requests?
r
87
Can a standard object be renamed?
Yes
88
Can a standard object be deleted?
No, but they can be hidden
89
Name 3 standard objects
1. Solution
2. User
3. Account
4. Case
5. Opportunity
6. Lead
7. Contact
90
What kind of relationship does accounts have with Contacts and Cases?
Lookup Relationship
91
What is does a master detail relationship allow for?
One object to be related to another in a one to many relationship
92
All child records must have a what?
All child records must have a parent
93
If a master record is deleted, what happens to the child record?
It is also deleted unless "Allow Reparenting" setting is enabled.
94
Can standard objects be on either side of the master detail relationship?
No, they must be on the master side
95
How are sharing and security settings set for child objects?
They are inherited from the parent and have no settings of their own
96
Is it best practice to use the 15 or 18 character Unique ID?
18
97
What will happen if a child record does not have a specified parent record during import?
The import will fail. Should use the parent's Unique ID in the file for import
98
To import a list of opportunities, what must exist in SF first?
The users and the accounts so that you can export the user and account IDs with Data loader and then import the opportunities with the user IDs and account IDs which are both required.
99
What is the order in which objects should be imported.?
1. Users first
2. Parent Object (e.g. Accounts)
3. Child Object (e.g. Opportunities)
100
How many records can be deleted with Mass Delete at a time?
250
101
Will the owner of a parent record have visibility and ownership of a child record in a master detail relationship?
Yes
102
In a private sharing model, which records will be returned to a user in a report not owned by that user?
Records owned by that user and users below them in the role hierarchy
103
What must be true to add a chart to a report in Lightning Experience?
It must have a group
104
How can an admin control how objects and records are presented to users?
Page Layouts and Record Types
105
What does a page layout control?
What buttons, fields and related lists are shown on a record
106
What does a record type control?
The page layouts for different types or records and can limit picklist values.
Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each. Or you might display different page layouts for your customer support cases versus your billing cases.
107
What tools can admins use to guide users through the stages of an opportunity or other object?
Business Processes and Paths
108
How is access to records determined?
1. First by establishing OWD
2. Access is further expanded with roles and role hierarchies
3. Sharing rules can be customized to make the model work for a particular scenario, using public groups, roles or other criteria.
4. Records can be manually shared on a record by record basis
109
Two sales divisions, hardware and consulting, have access to leads. There is a new type of lead called Seminar that only the consulting department needs access to. How can this be done?
Step 1: Manage master picklists
Define a list of contact Lead Source picklist values that contains all the values used by both the Hardware and Consulting divisions, including Seminar.
Step 2: Create record types
Create two contact record types: one called Hardware and another called Consulting. This step includes adding master picklist values to the record types.
Step 3: Add record types to profiles
Add the Hardware record type to the profiles for all users in the hardware sales division. Add the Consulting record type to the profiles of all users in the consulting sales division.
Step 4: Set personal options for record types
Allow users of both the hardware and consulting sales divisions to bypass the prompt that asks them to select a record type when creating a contact. If you have users that create contact records for both sales divisions, they can customize their personal settings to always prompt them to select a record type.
https://help.salesforce.com/articleView?id=sf.customize_recordtype.htm&type=5
110
If the Org Wide Default is Public Read/Write, what feature in Salesforce is needed to restrict access to that object?
Profile
111
How many objects may be imported or updated using the data loader?
1
112
A system administrator needs to restrict users ability to view a dashboard. How can this be accomplished?
Place dashboard in a dashboard folder the user doesn't have access to
113
A user has locked themselves out of their account in Salesforce and need immediate access. How can you support them? (Select 2)
1. Unlock their account on their user record
2. Reset their password on their user record
3. Grant them login access via your account
4. Unfreeze their account
1 and 2
114
A user has locked themselves out of their account in Salesforce and need immediate access. How can you support them? (Select 2)
1. Unlock their account on their user record
2. Reset their password on their user record
3. Grant them login access via your account
4. Unfreeze their account
1 and 2
115
Which of these features can be utilized on a page layout? (Select 3)
```
A. Make a field read-only
B. Add conditional highlighting to a field
C. Make a field required
D. Make a field visible
E. Rename the label of a field
```
A, C, D
116
Which of these actions can be triggered from a Workflow?
Field Update, New Task, Email Sent, Outbound Message
117
What type of customizations can be done to activities? (Select 3)
a. Validation Rules
b. Assignment Rules
c. Field Tracking
d. Workflow rules
e. Custom fields
A, D, E
118
What type of customizations can be done to activities? (Select 3)
a. Validation Rules
b. Assignment Rules
c. Field Tracking
d. Workflow rules
e. Custom fields
A, D, E
119
What should a system administrator consider before importing a set of records into Salesforce? (Select 2)
A. Validation rules are not triggered when importing data using the import wizard
B. The import file should include a record owner for each record
C. Currency field values will default to the personal currency of the record owner
D. Data should be de-duplicated in the import file prior to import
B D
120
What should a system administrator consider before importing a set of records into Salesforce? (Select 2)
A. Validation rules are not triggered when importing data using the import wizard
B. The import file should include a record owner for each record
C. Currency field values will default to the personal currency of the record owner
D. Data should be de-duplicated in the import file prior to import
B D
121
Why should you consider using the Import Wizard over the Data Loader?
A. If you need to import more than 1,000,000 records
B. If you need to import to custom objects only
C. If you require some De-Duplication
D. You need field auto-mapping functionality
C
122
A sales manager at SFB Industries would like sales reps to generate PDF quotes out of Salesforce. What 4 THINGS can be used to accomplish this?
Opportunities, Quotes, Products & Pricebooks
123
A users security token will be refreshed every time their password is changed.
TRUE OR FALSE
TRUE
124
Which of these is not a Salesforce feature?
A. Web to Lead
B. Email to Case
C. Email to Lead
D. Web to Case
C
125
Where can you make a field required? (Select 3)
```
A. Field Edit Page
B. Page Layouts
C. Record Type
D. Workflow Rule
E. Validation Rules
```
A, B, E
126
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? (Select 2)
A. Grant the sales manager the "Drag-and-Drop Dashboard builder" permission
B. Create the dashboard as a dynamic dashboard
C. Grant the sales manager the "View my Teams Dashboard" permission
D. Grant the sales manager the "Manage Dynamic Dashboards" permission
B, C
127
A Customer Success manager from SFB Industries would like an onboarding case to be created once an Opportunity closes. Which automation feature would best suit this requirement?
A. Workflow Rules
B. Process Builder
Process Builder
128
If a deal is over $100,000 and reaches stage 4 in the sales process, the CEO of SFB Industries would like to be alerted via Chatter. Which automation feature would best suit this requirement?
A. Workflow Rules
B. Process Builder
Process Builder
129
What are two ways leads can be captured with Salesforce? (Select 2)
A. Web to Lead
B. Email to Lead
C. Lead Assignment
D. Lead Import
A, D
130
In which scenarios will the sharing button appear?
A. it will always appear
B. When the sharing model for the object is public read/write
C. When the sharing model for the object is private
D. When the sharing model for the object is private or public read only
D
131
The Sales Manager of Acme Shoes would like to get a report of opportunities grouped by sales stage. What kind of report meet this requirement?
Summary
132
What is a Junction Object?
A Many-to-Many relationship created with two lookup master-detail relationship
133
What 2 permissions are needed to import leads and contacts to a Campaign?
Marketing user checkbox & profile
134
If an agent determines that an issue on a Case is due to a bug, they would like to alert their backend platform and create a record on that system. Which automation feature would best suit this requirement?
A. Workflow Rule - Outbound Message
B. Workflow Rule - Email Alert
C. Process Builder - Create a Record
D. Process Builder- Outbound Message
A
135
You want to give a profile access to a custom object. What would be the best way to do this?
A. Create a new profile and grant access
B. Clone a standard profile and grant additional access
C. Edit a standard profile
D. Create a permission set and assign it to relevant users
B
136
A new triage team is being brought onto Salesforce and needs to have separate case statuses. How can this requirement be met?
A. Create a new record type
B. Add new values to the "Status" field
C. Create a new field
D. Create a new Support Process
D
137
Gauge and Metric Dashboard component types are based on what from a report?
Grand Total
138
Which statements about custom summary formulas in reports is true? (Select 2)
A. Custom summary formulas can reference another custom summary formula
B. Reports can be grouped by a custom summary formula result
C. Custom summary formulas can reference a formula field within a report
D. Custom summary formulas can be used in a report built from a custom report type
C, D
139
SFB Industries have two distinct teams for selling products and services. Each team has a different sales process, and collects different information during the sale. What features in Salesforce will best cope with this situation?
A. Create a sales process and a page layout for each team
B. Create a sales process for each team
C. Create a page layout and record type for each team
D. Create a sales process, page layout, and record type for each team
D
140
What are the basic steps to adding a new custom field?
a. Choose field label, select field type, select field level security, select record types
b. Choose field label, select field type, set sharing rules, select page layouts
c. Choose field type, enter field details, set sharing rules, select field level security
d. Choose field type, enter field details, set field level security, select page layouts
D
141
How many child objects can be included in a custom report type?
3
