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Admin 201 > Admin 201 > Flashcards

Admin 201 Flashcards

1
Q

What are 9 Company Setting Categories?

A
  1. Fiscal Year
  2. Storage
  3. Licenses
  4. Language Settings
  5. Organization ID
  6. Locale
  7. Time Zone
  8. Currencies
  9. Business Hours
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2
Q

What are three facts about fiscal year settings?

A
  1. Standard or custom fiscal years can be used
  2. Standard fiscal year follows the 12 month structure
  3. Custom fiscal years can use custom periods
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3
Q

What uses DATA storage?

A

Data Storage is used by records

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4
Q

What uses FILE storage?

A

File storage is used by attachments, documents, files, content and chatter

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5
Q

What can you see in the Licenses Settings?

A

User Licenses and Feature Licenses totals, active, used and remaining

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6
Q

What are the 3 levels of Language Support in Language Settings?

A
  1. Fully Supported
  2. End User
  3. Platform-Only Languages
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7
Q

Where can users override organization language settings?

A

Language Settings on the Company Information page

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8
Q

What is Translation Workbench used for?

A

To apply translations

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9
Q

How many characters is the org ID?

A

15 characters

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10
Q

What is the Org ID used for?

A

For support and enabling features

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11
Q

What 6 things does Locale control the format of?

A
  1. Date
  2. Time
  3. Address
  4. Name
  5. Number.
  6. Phone
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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

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13
Q

What does the user’s time zone settings contol?

A

Time and date fields

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14
Q

What are the two currency setting options for an org?

A
  1. Single

2. Multi currency

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15
Q

What does multi-currency allow users to do?

A

Allows recording amounts in different currencies on records

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16
Q

What are Business Hours and Holiday settings used for?

A

Used in case escalation rules and entitlement processes

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17
Q

In what format is Locale written in?

A

Language + Country ex. English (United States)

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18
Q

What does Full Supported language mean and how many are there?

A
  1. Means all SF features display in that language

2. 18 including, Korean and Thai

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19
Q

What does End User language mean and how many are there?

A
  1. Will have translations for all STANDARD OBJECT FIELD LABELS and PAGES, but NOT Setup or Help
  2. 17 including Greek, Vietnamese and Polish
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20
Q

What does Platform-only language mean and how many are there?

A
  1. It is possible to provide translation for custom and standard fields. If translation is not available the fallback will be English.
  2. 30 including Hindi, Tamil, English (Aus and Canada)
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21
Q

Do non fully supported languages or non end user languages need to be enabled in the Language settings before use?

A

Yes

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22
Q

What 6 settings are configured on the Company Information page?

A
  1. Company Address
  2. Company Phone
  3. Currency
  4. Language
  5. Locale
  6. Time Zone
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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

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24
Q

If multi-currency is enabled, can users configure their own currency?

A

Yes, in Personal Information

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25
Q

What does manage currencies allow for?

A

Allows for the EXCHANGE RATE between active currencies to be set.

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26
Q

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?

A

Date exchange rates

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27
Q

What is a user licenses?

A

The baseline of features available to a user. Each user must have at least one license.

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28
Q

What is a feature license? Name 3.

A

Grants access to ADDITIONAL FEATURES that are not included in a standard license such as Knowledge, Marketing or CRM Content.

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29
Q

Is the Business Hours case field available only in Classic or Lightning?

A

Classic

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30
Q

Will holidays be excluded from the time used when calculating a case escalation?

A

Yes

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31
Q

What are some consideration’s for enabling fiscal year?

A
  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.
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32
Q

How much data storage do most records take?

A

2KB with the exception of Person Accounts (4KB), Campaigns (8KB), Articles (4KB) and Email Messages

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33
Q

Structurally speaking, Account, Contact, Campaign are examples of what?

A

Objects

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34
Q

Structurally speaking, Company A account is an example of what?

A

A Record

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35
Q

Structurally speaking, Name, Type, Lead Source are examples of what?

A

Fields on a Record

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36
Q

What security features (3) can be configured in the Organization Security Controls?

A
  1. Login Hours
  2. IP Restrictions
  3. Password Policies
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37
Q

What security features (2) can be applied to Objects?

A
  1. Profiles

2. Permission sets

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38
Q

What security features (4) can be applied to Object Records?

A
  1. Org Wide Defaults
  2. Role Hierarchy
  3. Sharing
  4. Teams
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39
Q

What security features (2) can be applied to Fields on a Record?

A
  1. Field Level Security

2. Page Layouts

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40
Q

What are the 4 Org Security Controls

A
  1. Password Policies
  2. Identity Confirmation (Authentication)
  3. IP Restrictions (
  4. Network Settings (Trusted IP Ranges)
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41
Q

Can passwords be allowed to never expire?

A

Yes

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42
Q

What do Profiles determine access to?

A

Objects - Tabs and Apps

and what actions can be taken on those objects

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43
Q

What does View All and Modify All do?

A

Grants access to all records of the object and OVERRIDES sharing settings

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44
Q

What are 5 things that can be configured with Permissions on an object?

A
  1. Create
  2. Read
  3. Edit
  4. Delete
  5. View All and Modify All
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45
Q

What do Object Permissions control?

A

Controls what user can do with records they OWN

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46
Q

What do Org Wide Sharing Settings or OWD control?

A

Determines access to other users’ data for records they do NOT own.

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47
Q

Do OWD settings grant more access to Objects that object access settings in the user’s profile?

A

No

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48
Q

What are the 5 OWD Sharing Defaults

A
  1. Public Read/Write/Transfer (Transfer Leads and Contacts only)
  2. Public Read/Write
  3. Public Read Only
  4. Private
  5. Controlled by Parent
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49
Q

What access does the OWD Public Read/Write/Transfer give?

A

Users can view, edit and change ownership (changing ownership applies to leads and contacts only)

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50
Q

What access does the OWD Public Read/Write give?

A

Allows users to view and edit other users’ records

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51
Q

What access does the OWD Public Read Only give?

A

Allows users to view other users’ records but not edit

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52
Q

What access does the OWD Private give?

A

Users CANNOT SEE other users’ records unless it is SHARED or if the user is ABOVE the record owner in the ROLE HIERARCHY

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53
Q

What access does the OWD Controlled by Parent give?

A

Users can perform an action based on if they can perform the action on the parent object.

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54
Q

In OWD, what are the 3 Pricebook sharing options?

A
  1. Use
  2. View Only
  3. No access
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55
Q

In OWD, what are the 2 Activity sharing options?

A
  1. Private

2. Controlled by Parent

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56
Q

In OWD, what are the 3 Campaign sharing options?

A
  1. Public Full Access
  2. Controlled by Campaign
  3. Controlled by Lead or Contact
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57
Q

In OWD, what are the 2 User sharing options?

A
  1. Private

2. Public Read Only

58
Q

What is one consideration when implementing Private OWD User settings?

A

Because the People tab of Chatter is controlled by user visibility, users will not see any other user in chatter.

59
Q

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?

A

Controlled by Parent and it cannot be changed.

60
Q

What 3 permissions will field level security override?

A
  1. Edit permission on an object
  2. Modify All Data permission
  3. View All Data permission
61
Q

What will override field level security?

A

Universally required fields

62
Q

Profile based ____ and ____ - _____ access of a field can be set per profile using field level security.

A
  1. Visibility

2. Read-Only

63
Q

What does Role Hierarchy settings do?

A

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
Q

It is possible to disable role hierarchy for custom objects by unchecking ‘Grant Access Using Hierarchies’ to Custom Objects, but not to Standard Objects?

A

True

65
Q

What 3 record types can Exact Access be applied to?

A
  1. Contact
  2. Opportunity
  3. Case
66
Q

What are the 3 Exact Access options?

A
  1. No Access
  2. New
  3. Edit Access

Note: Option only appear if object’s OWD are not set to Public

67
Q

What does enabling Manager Group Access in Share Settings do?

A

Allows users to share records up or down their management chain.

68
Q

What field on the user detail page is the Manager Groups based on?

A

Manager

69
Q

What are 4 things sharing rules can be based on?

A
  1. Role
  2. Public Group Membership
  3. Manager Groups
  4. Territory
70
Q

What do sharing rules allow record access to be?

A

1.

71
Q

What are the 6 major considerations for data management?

A
  1. Duplicate Management
  2. Recycle Bin
  3. Data Quality
  4. File Format
  5. Salesforce Record ID
  6. Mass Transfer, Update and Deletion
72
Q

What does Duplicate Management do?

A

Controls whether and when duplicate records can be created using matching rule criteria.

73
Q

How long do deleted records remain in the Recycle Bin?

A

15 Days or until the limit is reached allowing for record restoration

74
Q

In what file format must all data files be in for import?

A

CSV

75
Q

What objects can you do a mass transfer on?

A

Accounts, Leads, and Custom Objects

76
Q

What 8 objects can the mass delete records function be used with?

A

Accounts, Leads, Activities, Contacts, Cases, Solutions, Products and Reports

77
Q

How can you control which records are deleted during mass deletion?

A

You can set conditions and criteria

78
Q

If a record still exists in the Recycle Bin, can it be restored?

A

Yes, by using the “Undelete” button.

79
Q

Who in the Org will have access to Data Loader?`

A

Admins only

80
Q

What file format can files be exported in?

A

CSV, XLS and XLSX

81
Q

When an account is transferred, what 4 other related records are also transferred?

A

Notes, Contacts, Opportunities, and Open Activities

82
Q

When a lead is transferred, what 1 other related record is also transferred?

A

All open activities

83
Q

When a custom object is transferred, what other related record is also transferred?

A

None

84
Q

What are some objects that are not available for Mass Transfer?

A

Opportunities, Cases, Activities

85
Q

What are the steps to configuring a Mass Transfer?

A
  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
Q

What are the steps to mass transfer Approval Requests?

A

r

87
Q

Can a standard object be renamed?

A

Yes

88
Q

Can a standard object be deleted?

A

No, but they can be hidden

89
Q

Name 3 standard objects

A
  1. Solution
  2. User
  3. Account
  4. Case
  5. Opportunity
  6. Lead
  7. Contact
90
Q

What kind of relationship does accounts have with Contacts and Cases?

A

Lookup Relationship

91
Q

What is does a master detail relationship allow for?

A

One object to be related to another in a one to many relationship

92
Q

All child records must have a what?

A

All child records must have a parent

93
Q

If a master record is deleted, what happens to the child record?

A

It is also deleted unless “Allow Reparenting” setting is enabled.

94
Q

Can standard objects be on either side of the master detail relationship?

A

No, they must be on the master side

95
Q

How are sharing and security settings set for child objects?

A

They are inherited from the parent and have no settings of their own

96
Q

Is it best practice to use the 15 or 18 character Unique ID?

A

18

97
Q

What will happen if a child record does not have a specified parent record during import?

A

The import will fail. Should use the parent’s Unique ID in the file for import

98
Q

To import a list of opportunities, what must exist in SF first?

A

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
Q

What is the order in which objects should be imported.?

A
  1. Users first
  2. Parent Object (e.g. Accounts)
  3. Child Object (e.g. Opportunities)
100
Q

How many records can be deleted with Mass Delete at a time?

A

250

101
Q

Will the owner of a parent record have visibility and ownership of a child record in a master detail relationship?

A

Yes

102
Q

In a private sharing model, which records will be returned to a user in a report not owned by that user?

A

Records owned by that user and users below them in the role hierarchy

103
Q

What must be true to add a chart to a report in Lightning Experience?

A

It must have a group

104
Q

How can an admin control how objects and records are presented to users?

A

Page Layouts and Record Types

105
Q

What does a page layout control?

A

What buttons, fields and related lists are shown on a record

106
Q

What does a record type control?

A

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
Q

What tools can admins use to guide users through the stages of an opportunity or other object?

A

Business Processes and Paths

108
Q

How is access to records determined?

A
  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
Q

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?

A

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
Q

If the Org Wide Default is Public Read/Write, what feature in Salesforce is needed to restrict access to that object?

A

Profile

111
Q

How many objects may be imported or updated using the data loader?

A

1

112
Q

A system administrator needs to restrict users ability to view a dashboard. How can this be accomplished?

A

Place dashboard in a dashboard folder the user doesn’t have access to

113
Q

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
A

1 and 2

114
Q

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
A

1 and 2

115
Q

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

A, C, D

116
Q

Which of these actions can be triggered from a Workflow?

A

Field Update, New Task, Email Sent, Outbound Message

117
Q

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

A, D, E

118
Q

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

A, D, E

119
Q

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

A

B D

120
Q

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

A

B D

121
Q

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

A

C

122
Q

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?

A

Opportunities, Quotes, Products & Pricebooks

123
Q

A users security token will be refreshed every time their password is changed.

TRUE OR FALSE

A

TRUE

124
Q

Which of these is not a Salesforce feature?

A. Web to Lead
B. Email to Case
C. Email to Lead
D. Web to Case

A

C

125
Q

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

A, B, E

126
Q

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

A

B, C

127
Q

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

A

Process Builder

128
Q

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

A

Process Builder

129
Q

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

A, D

130
Q

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

A

D

131
Q

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?

A

Summary

132
Q

What is a Junction Object?

A

A Many-to-Many relationship created with two lookup master-detail relationship

133
Q

What 2 permissions are needed to import leads and contacts to a Campaign?

A

Marketing user checkbox & profile

134
Q

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

A

135
Q

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

A

B

136
Q

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

A

D

137
Q

Gauge and Metric Dashboard component types are based on what from a report?

A

Grand Total

138
Q

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

A

C, D

139
Q

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

A

D

140
Q

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

A

D

141
Q

How many child objects can be included in a custom report type?

A

3

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