Admin 201_2 Flashcards
Which data can be highlighted in a report using conditional highlighting? (Choose three) A. Grand totals B. Summarized totals C. Date fields D. Group by field names E. Summary formulas
A,B,D
X Yes, conditional highlighting only applies to summary rows, and is for numerical analysis only: so Grand Totals would work
X Yes, conditional highlighting only applies to summary rows, and is for numerical analysis only: so Summarized Totals would work
No, you cannnot highlight date fields
X Yes, for example, on a timecard report you can apply conditional highlighting to the grouped by the “Timecard: Owner Name:” field to highlight project team members who have, say, worked more than 40 hours in a week
No, you cannot highlight custom summary formula fields
Which circumstance will prevent a System Administrator from deleting a custom field?
A. the Field is used in a workflow field update
B. The field is used in a report
C. The field is used in a page layout
D. The field is part of a field dependency
A
X You cannot delete fields that are used in workflows
Dependent fields can be deleted with no issues. If the field is a controlling field in a dependency, the dependent picklist will display all values after the controlling field is deleted
“Sales management at Universal Container needs to display the information listed below on each Account record:
- Amount of all closed/won Opportunities
- Amount of all open Opportunities
Which feature should a System Administrator use to meet this requirement?”
A. Cross Object formula fields
B. Calculated columns in the related list
C. Roll-up summary fields
D. Worflow rules with field updates
C
Nonsense; distractor X
Which are capabilities of Salesforce Knowledge? (Choose two)
A. Knowledge automatically creates a Solution for each new Article
B. Knowledge uses data categories to make Articles visible to specific Users
C. Knowledge only allows a single Article Type across all Data Categories
D. Knowledge allows an organization to share Articles with Partner Community Users
B,D
No, this is confusing Knowledge with Solutions
X True; that is one of the purposes of Data Categories. They also make Articles easier to find in Search.
No, of course you can have many Article Types. (Note that in Lightning, Article Types have been replaced by standard record Types.)
X This is one of the purposes of Partner Portals/Communities
What items appear in a User’s My Unresolved Items after sync using Salesforce for Outlook? (Choose two)
A. Notes not associated to a record
B. Emails not associated to a record
C. Contacts not associated to an Account
D. Cases not associated to a Contact
B,C
Notes are not one of the items synced with Outlook. Outlook syncs Emails, Tasks, and Contacts with Salesforce.
X Yes. Synced items (Emails, Tasks, Contacts) must have parent records. For emails (which are a type of Task for OLK sync purposes) the Parents can be Accounts, Cases, Contacts, Opportunitys, etc. Salesforce is inconsistent here, because elsewhere emails are referred to as one of the three types of Activity: Tasks, Emails, and Events.
X Yes. Synced items (Emails, Tasks, Contacts) must have parent records. For Contacts, the parents are Accounts.
Cases are not one of the items synced with Outlook. Outlook synces Emails, Tasks, and Contacts with Salesforce.
Which statements about sharing rules are true? (Choose two)
A. Sharing rules open up access to records
B. Sharing rules are required in public read/write organizations
C. Sharing rules grant delete access to records
D. Sharing rules may grant record access to roles and Public Groups
A,D
X
No, in fact, you might not need them at all if your org is really public read/write for everything
No, delete access is actually granted through Profiles, where the R,C,E,D,VA,MA permissions are determined
X
The System Administrator at Universal Container will create a custom field to track a specific Tier 2 support User on a Case record. What data type should be used when creating this custom field? A. Hierarchical relationship B. Lookup filter C. Lookup relationship D. Formula
C
X Yes, you would create a lookup from the Case to the User record.
What feature allows a User to group Campaigns within a specific marketing program or initiative? A. Campaign members B. Campaign influence C. Campaign lists D. Campaign hierarchy
D
Campaign members are Leads and Contacts and (if enabled) Person Accounts. They have nothing to do with grouping of Campaigns
Campaign influence is relationship between Campaigns and Opportunities: nothing to do with grouping of Campaigns
X Yes, you can relate Campaigns in hierarchies
Universal Container wants to create a Custom Object to capture Account survey data. Users must be able to select an Account from the survey record. User also need the ability to view related surveys on the Account record. How should the System Administrator meet these requirements? (Choose two)
A. Create a lookup relationship field on the Account Object
B. Add the Account related list to the survey page layout
C. Create a lookup relationship field on the survey Object
D. Add the survey related list to the Account page Object
C,D
No, look up to what? In the requirement, Account is the Parent and Survey is the Child, so this lookup won’t look up to anything.
No, this is backwards; see answer D.
X Enables the first half of the requirement: “select an Account from the survey record”
X Enables the second half of the requirement: “view related surveys on the Account record”
When can a validation rule be used to prevent invalid data? (Choose three)
A. When records are deleted by a User
B. When records are imported
C. When records are edited by a User
D. When records are updated by a workflow rule
E. When records are submitted using web-to-Lead
B,C,D
No, deleting a record really has nothing to do with data being valid or invalid
X Yes. If you try to import a record with invalid data, the record will error out but the rest of the dataset will load
X Yes, of course; this is the principal reason to invoke data validation rules: to prevent Users entering junk data
X Yes - what is an example of this?
No, W2L is a very wide-open catchment for incoming Lead data; any validation has to take place in the html on your site
What is affected by changing the default Locale setting for an organization? (Choose three) A. Time Zone B. Currency C. Language D. Date field
A,B,C
X Correct. The Default Locale Settings are: Locale, Language, Time Zone, and Currency. Locale itself drives formats for Dates, Times, Numbers, and Names.
X Correct. The Default Locale Settings are: Locale, Language, Time Zone, and Currency. Locale itself drives formats for Dates, Times, Numbers, and Names.
X Correct. The Default Locale Settings are: Locale, Language, Time Zone, and Currency. Locale itself drives formats for Dates, Times, Numbers, and Names.
This is tricky and may be worded differently on the exam, but the date itself won’t actually change, of course. The format of the date field may change, depending on the Locale setting. (In Europe, dates follow the format DD/MM/YY, whereas in the US it’s MM/DD/YY)
Where can conditional highlighting be used? (Choose two) A. Enhanced list views B. Matrix reports C. Summary reports D. Tabular reports
B,C
X
X
When converting a Lead, how can a System Administrator capture custom Lead data on the converted Contact?
A. Map custom Lead fields to custom Contact fields
B. Use the Lead Conversion Wizard to select the fields
C. Use the Data Loader to move the custom Lead data
D. Map custom Lead fields to standard contact fields
A
X
There is no such thing as, “Lead Conversion Wizard”: this is an attempt to confuse you because it sounds similar to Lead Import Wizard
DL has nothing to do with Lead conversion
No. Salesforce says, “Custom lead fields are converted to custom account, contact, and opportunity fields as specified by your administrator” period.
Criteria-based sharing rules can be created for which Objects? (Choose three) A. Opportunities B. Contacts C. Accounts D. Campaign Members E. Users
A,B,C
X You can create criteria-based sharing rules for Accounts, Opportunities, Cases, contacts, Leads, campaigns, and custom objects. –https://help.salesforce.com/HTViewHelpDoc?id=security_sharing_cbs_about.htm&language=en_US
X You can create criteria-based sharing rules for Accounts, Opportunities, Cases, contacts, Leads, campaigns, and custom objects. –https://help.salesforce.com/HTViewHelpDoc?id=security_sharing_cbs_about.htm&language=en_US
X You can create criteria-based sharing rules for Accounts, Opportunities, Cases, contacts, Leads, campaigns, and custom objects. –https://help.salesforce.com/HTViewHelpDoc?id=security_sharing_cbs_about.htm&language=en_US
There are no sharing rules for Campaign Members. Recall that Campaign Members are just Leads, Contacts, and Person Accounts.
According to the documentation quoted above, criteria-based sharing rules can’t be written on the User object, but in my training org I see that the option is available.
What will occur when a System Administrator creates a dynamic dashboard?
A. the dashboard components resize based on the device use to view the dashboard
B. The data displayed varies based on the User viewing the dashboard
C. The dashboard refreshes automatically whenever the underlying data change
D. The dashboard automatically sends an email when the underlying data change
B
No, this is not what is meant by “dynamic”
X Yes, and furthermore if enabled, the Users can change the “running User” to see data from another User’s perspective. This can enable them to see data in aggregate form that they wouldn’t normally have access to, i.e., they can’t access the individual records.
No, dashboards don’t auto-refresh. You would have to refresh the page.
No, of course not; that would create a spam storm