Admin 201_4 Flashcards
Universal Container has two sales groups; each group has its own unique sales process. What is the best way to ensure that sales reps have access to only the relevant stages when working on Opportunities? A. Roles B. Multi-select picklists C. Record types D. Page layouts
C
No, roles provide access to records– not record types
No
X Yes; the solution includes 2 Sales Processes, 2 Opportunity Types, and 2 Profiles: “Use multiple business processes to display different picklist values for Users based on their profile. Multiple business processes allow you to track separate sales, support, and Lead lifecycles.”
No, you don’t need this; the Sales Processes will display different picklist values. Page layouts determine fields displayed, which isn’t part of the requirement.
Which permissions are set on the Profile? (Choose three) A. Object permissions B. Marketing User C. Mass email D. Active E. Run reports
A,C,E X This is a section on the Profile On User X This is a checkbox on the Profile On User X This is a checkbox on the Profile
What tab setting on a Profile makes a tab NOT accessible on the All Tabs page, or visible in any apps? A. Tab Hidden B. Default On C. Default Off D. Read-only
A X No, this would expose it No, it would still be accessible on the All Tabs page No such setting for tabs
What should a System Administrator consider when setting up Case Feed?
A. the Use Case Feed permission is automatically active for all Profiles
B. Case Feed replaces the standard Case detail page by default
C. Case Feed requires the Service Cloud User feature license
D. Chatter Feed tracking must be enabled for the Case Object
D
X
Where can the multilingual solution feature be enabled? (Choose two) A. Public Knowledge Base B. Salesforce Content C. Self-Service Portal D. Solution tab search
A,C
X https://help.salesforce.com/HTViewHelpDoc?id=sol_enable_translate.htm&language=en_US
Content doesn’t have anything to do with Solutions
X https://help.salesforce.com/HTViewHelpDoc?id=sol_enable_translate.htm&language=en_US
Universal Container wants to automatically back up all Salesforce data on a monthly basis. Which tool can a System Administrator use to meet this requirement? A. Data export service B. Analytic snapshot C. Import wizard D. Scheduled report
D There are three choices for backing up data: 1. Weekly service 2. Export to a report 3. Schedule a report
This would work, but it would be weekly, not monthly
analytic snapshots are for analyzing dynamic data over time, not for data backups
Import Wizard is for importing, not exporting. Therefore, it has nothing to do with backing up data
X This would work. You could schedule the report for every month. Note, you have to run it once first, though.
Universal Container set the organization-wide defaults for Cases to private. When a Case is escalated, the Case ownership changes to a Tier 2 support agent. How can a System Administrator give the sales ops team read/write access to all escalated Cases?
A. Create an ownership-based sharing rule
B. Create a criteria-based sharing rule
C. Create an assignment rule
D. Create a Case escalation rule
A
X Escalation rule already created, so two possible solutions: 1) create a Public Group for Sales Ops, or 2) use Role and Subordinates, assuming Sales Ops folks are in a single node in the Role Hiearchy
They already have one
Universal Container needs to synchronize data between Salesforce and an external financial system. How can a System Administrator accomplish this?
A. Use the data loader to upsert Salesforce records into the financial system
B. Use the data loader to match records between the systems
C. Use the Excel connector to export records from both systems into Excel
D. Use an external ID field to match records between the two systems
D For example, when Financial system records (e.g., Orders) will be migrated into Salesforce they need a custom field which will be an External Record ID, which is both Read-Only and Unique. No Nonsense; distractor Nonsense; distractor X
The Cloud Scheduler has which capabilities? (Choose two)
A. Can be enabled at the User Profile level
B. Can automatically propose multiple meeting times based on Salesforce User Calendars
C. Can add a custom logo to the meeting request email sent to a Contact or a Lead
D. Allows Users to view available meeting times on Lead and Contact calendars
B,C Cloud Scheduler creates a web page for the meeting, proposes times to Contacts/Leads/Person Accts/Users via email; they pick their preferred times, and the Owner of the meeting selects the best times. Max invitees = 50.
No, it’s enabled at the Org-wide level
X Yes, the initially proposed times are based on Users’ Calendars.
X Yes, Cloud Scheduler can add a custom logo specified by the meeting Owner to the web site and email
No, there is no such thing as a calendar for a Lead or Contact. Only Users have Calendars.
Which statements about Chatter posts and comments are true? (Choose two)
A. Updates to the Chatter feed on a record are only visible to Users with access to the record
B. Posts to a User’s Profile can be made private by clicking the lock icon
C. Posts to a User’s Profile are hidden from anyone below that User in the role hierarchy
D. Posts made to a User’s Profile are visible to all Users in the organization
A,D
X Yes. If you have access to a record that is Chatter-enabled, you can follow the record and get updates in your Feed. If you don’t have access, you can’t follow it and you won’t see any updates.
No, see D.
No, see D.
X True, and possibly a bit disconcerting.
The marketing team at Universal Container uses a web-to-Lead form to capture Leads from its website and a Lead assignment rule to assign the Leads to the appropriate sales rep. How can a System Administrator ensure that all Leads are handled, even when they do not meet assignment criteria?
A. Specify a default Lead Owner
B. Specify a default Lead creator
C. Create an escalation rule to route unassigned Leads
D. Create a validation rule to route unassigned Leads
A
X
Creator has nothing to do with this; it’s probably the system
Escalation rules apply to Cases, not Leads
Validation rules don’t route and assign records; they ensure data fields are correctly populated
What does the controlling field determine when field dependencies are created?
A. The values that appear in the dependent field’s picklist
B. The dependent fields that appear on a page layout
C. The default value populated in the dependent field
D. The field-level security for the dependent field
A
X Yes; the controlling field does just that: it controls which values you can see, and therefore select, on the dependent field
No, the page layouts determine which fields determine on the page layouts
FLS has nothing to do with this
What will happen when a User attempts to log into Salesforce from an IP address that is outside the login IP range on the User’s Profile, but within the org-wide trusted IP range?
The User will not be able to log in at all
The User willl be able to log in without activating the computer
The User will be able to log in after the computer is activated
The User will be able to log in after answering a security question
A
X There’s no way around this. If the User’s Profile specifies an IP Range, they must log in from inside that range.
No, security questions only arise in the Case of "I forgot" password or User ID
What can be transferred from one User to another during a mass transfer of Account records? (Choose three) A. Open Activities B. Open Cases C. Closed Activities D. Related Custom Object records E. Closed Cases
A,B,E
X When transferring Accounts, you can select: Transfer… open Opportunities, closed Opportunities, open Cases, closed Cases. If you transfer an Account record to a new Owner, the following associated records will also be transferred: Contacts (on business Accounts only), attachments, notes, open activities, open Opportunities owned by the current Account owner, and optionally, closed Opportunities and open Opportunities owned by other Users. –https://help.salesforce.com/HTViewHelpDoc?id=admin_transfer.htm&language=en_US see: “Transfer of Associated Items” near the bottom of the page
X Yes, you can Select Transfer open Cases owned by the existing Account owner to transfer open Cases that are owned by the existing Account owner and associated with the Account, according to the documentation quoted above
No, closed Activities are forever owned by the person who owned them when they closed
No, CO’s don’t transfer according to the documentation quoted above
X Yes, closed Cases can be selected to transfer, if they are owned by the (prior) Account owner, according to the documentation quoted above
Which setting can a System Administrator enable in the Salesforce User interface? (Choose two) A. Chatter Messenger for specific Users B. Related list hover links C. Printable List Views D. Customizable recent tags
B,C
No, this is org-wide
X Yes, these appear at the top of the record detail page header
X If printable list views are enabled for your organization, you can print standard list views and custom list views. It’s one of the numerous “Enable…” settings under Setup > Customize > User Interface.
Nonsense; distractor
