Admin 201_7 Flashcards
What does a page layout allow an administrator to control?
A. The business process and related picklist values displayed
B. The fields Users see on detail and edit pages
C. The fields Users see in reports and list views
D. The record types available to each Role and Profile
B
No, this is controlled by the record type
X
No this is controlled by Field Level Security
Roles don’t control record types; nothing to do with Page Layouts
What standard Objects have a one-to-many relationship with the Account Object? (Choose all that apply) A. Lead B. Contact C. Opportunity D. Case E. Campaign
B,C,D
No, Lead is 1:1 because a single Lead converts to a single Account
X Contacts are 1:M with Accounts
X
X
No, Campaigns don’t related to Accounts. They have Leads and Contacts (and Person Accounts) as members, but it is M:M
What User interface must be enabled for Users to edit records in a list view? (Choose two) A. Enhanced list views B. Enhanced page layout editor C. Enhanced Profile list views D. Inline editing
A,D X No such thing nonsense; distractor X
A marketing User has received a file of Leads to import into Salesforce. What tool can be used to avoid duplicate records? A. Merge Leads function B. Validation rule C. Data loader D. Import Wizard
D
Not relevant Data Loader does not identify duplicates X Import Wizard for Solutions, Leads, Accounts, Contacts and Custom Objects identifies potential duplicates
Which statement about Community Experts is true?
A. Community Experts are designated by an icon
B. Community Experts can be designated for Salesforce Ideas or Answers
C. Community Experts can delete inappropriate community content
D. Community Experts can manage Salesforce Ideas categories
A,D
X Yes: “The only difference between a community expert and other community members is the unique icon that displays next to the community expert’s name.” –https://help.salesforce.com/HTViewHelpDoc?id=ideas_community_experts.htm&language=en_US
No, they are designated for Communities
No, this is done by Chatter Moderators
No, this is confusing Data Categories, which are for Knowledge Articles. They are managed by Sys Admin anyway.
A marketing User needs to create a new Campaign, but the “New” button is not visible from the Campaign home page. The System Administrator has verified that the User has the “create” Profile permission for the Campaign Object. How should the System Administrator resolve this issue?
A. Add the “New” button to the page layout using the page layout editor
B. Select the Marketing User checkbox on the User record
C. Grant the User “Read” Profile permissions for the Campaign Object
D. Select the “Manage Campaigns” Profile permission
B
X This checkbox is on the User record and MUST be checked, or User will not be able to create Campaigns.
When are validation rules applied when using Salesforce for Outlook?
A. Every time a record is saved
B. Every time a record is updated
C. Every time a User views a record
D. Every time data is synchronized with the server
D
No, you could save the record in Outlook, but until OLK syncs w/ Salesforce, the validation rule cannot be applied
Same as for A
X
Which options are available when using the process visualizer? (Choose two)
A. View approval processes as a flow chart
B. Share annotated approval process diagrams
C. Edit the criteria used to trigger the approval process
D. Add approval steps from the process visualizer
X https://help.salesforce.com/HTViewHelpDoc?id=approval_process_viewer.htm&language=en_US
X https://help.salesforce.com/HTViewHelpDoc?id=approval_process_viewer.htm&language=en_US
No, this must be done from the approval process definition detail page > Edit > Entry criteria
No, this must be done from the approval process definition detail page > Approval steps related list > New Approval Step button
Universal Container has a marketing team set up as a Public Group. A sales rep would like to engage the marketing team on one Opportunity. What should the sales rep do to ensure the marketing team can access the Opportunity?
A. Change the Opportunity Owner to the Public Group
B. Manually share the record with the Public Group X
C. Add the Public Group to the Opportunity Team
D. Add the Public Group to an Opportunity Queue
No, Owner is a User not a Public Group
Yes, this is an appropriate use of manual sharing, because it’s one Opportunity only
No, team members are Users
Which Objects are subject to the sharing enabled through Territory management? (Choose all that apply) A. Accounts B. Leads C. Contacts D. Opportunities
A,C,D X Territory management only affects Accounts and the standard Objects that have a master-detail relationship to Accounts. For example, Opportunities are included in territory management but Leads are not. X X
True or False: Territories must be geographically defined.
A. True
B. False
B
X False: territories can be setup according to any hierarchy that you like. Particularly if your organization has a private sharing model, you may need to grant Users access to Accounts based on criteria such as postal code, industry, revenue, or a custom field that is relevant to your business.
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?
A. Modify a standard Profile and enable the Custom Object permissions
B. Use an existing standard Profile that will automatically have the Custom Object permissions enabled
C. Create a custom Profile and enable the Custom Object permissions
D. Use an existing custom Profile that will automatically have the Custom Object permissions enabled.
C
No, you should never modify a standard Profile
There won’t be one, because the Object we’re interested here is a Custom Object
X
nonsense; distractor
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? A. Reset the password B. Unlock the User C. Change the login IP ranges D. View the login history
D
X
True or False: a custom multi-select picklist can be a controlling field
A. True
B. False
B
X A mutli-select picklist cannot be a controlling field
Can an end User import Leads?
A. Yes, any User can import Leads using Import Wizard
B. No
C. Yes, but they will need the Marketing User checkbox checked
D. Yes, but they will need to have the Marketing User Profile or another Profile w/ “Import Leads” checked
D?
The Marketing User checkbox is not required to import Leads, but it *is* required to import Campaign Members (Leads associated to a Campaign): "In order to use the Data Import Wizard to import new leads for a campaign or campaign import wizards to update the campaign history for multiple leads and contacts, users must have the Marketing User checkbox selected on their personal information. They must also have the Marketing User profile (or the “Edit” permission on campaigns and “Import Leads” permission)." --https://help.salesforce.com/HTViewHelpDoc?id=faq_import_campaign_who_can_import.htm&language=en_US X
