Admin Flashcards
Universal Containers uses a custom field on the account object to capture the account credit status. The sales team wants to display the account credit status on opportunities
Which feature should a system administrator use to meet the requirements?
a. Look-up Field
b. Roll-up summary field
c. Workflow field update
d. Cross-object formula field
d. Cross-object formula field
An opportunity record created with a close date of July 30, meets the criteria of time –dependent workflow rule. The time dependent action is scheduled for July 23. What happens if the opportunity is edited before July 23 and no longer meets the criteria?
a. The time dependent action is automatically removed from the queue
b. The time dependent action is put on hold
c. The time dependent action will execute on July 30.
d. The time dependent action will execute on July 23.
a. The time dependent action is automatically removed from the queue
Universal container has two sales groups; each group has its own unique sales process.
What is the best way to ensure that sales representatives have access to only the stages relevant to their sales process when working on opportunities?
a. Record Types
b. Multi-Select Picklists
c. Page Layouts
d. Roles
a. Record Types
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 the issue?
a. Select the Marketing User checkbox in the user record.
b. Select the “Manage Campaigns” profile permission.
c. Grant the user “Read” profile permission for the campaign.
d. Add the New button to the page layout using the page layout
a. Select the Marketing User checkbox in the user record.
What can an administrator configure for users on the search results?(3 answers)
a. Filters by which users can narrow down results
b. Objects included in the search
c. Fields being searched on for each object.
d. Number of records displayed for each object.
e. Columns displayed for each object.
c. Fields being searched on for each object.
d. Number of records displayed for each object.
e. Columns displayed for each object.
What user interface setting must be enabled for users to edit records in a list view? (2 answers)
a. Enhanced lists
b. Enhanced page layout editor
c. Inline editing
d. Enhanced profile list views
a. Enhanced lists
c. Inline editing
The support group at universal container wants agents to capture different information for product support and inquiry cases. In addition, the lifecycle for product support cases should have more steps than the lifecycle for inquiry cases
What feature should an administrator use to meet the requirement? (3 answers)
a. Permission sets
b. Record Types
c. Support processes
d. Page layouts
e. Field-level Security
b. Record Types
c. Support processes
d. Page layouts
Sales management at universal containers needs to display the information listed below in 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. Calculated columns in the related list
b. Roll-up summary fields
c. Cross-Object formula fields
d. Workflow rules with field updates
b. Roll-up summary fields
What type of field allows users to input text, images, and links?
a. Input area
b. Text and Image area
c. Text area
d. Text area (rich)
d. Text area (rich)
When case assignment rules are being setup, cases can be assigned to whom?(2 answers)
a. Queue
b. User
c. Case Team
d. Contact
a. Queue
b. User
What should an administrator consider when setting up case feed?
a. Case feed replaces the standard case detail page by default
b. The Use Case Feed permission is automatically active for all profiles
c. Case feed requires the Service Cloud User feature license
d. Chatter Feed tracking must be enabled for the case object.
a. Case feed replaces the standard case detail page by default
What type of record access can an administrator grant(2 answers)
a. Read/Write only
b. Read only
c. Read/Write/Delete
d. Read/Write/Transfer
a. Read/Write only
b. Read only
Which statement is true if a custom fiscal year is enabled?(2 answers)
a. The custom fiscal year automatically updates product schedules.
b. The custom fiscal year must be defined manually
c. The defined custom fiscal year only affects forecasts
d. The custom fiscal year setting CANNOT be disabled
b. The custom fiscal year must be defined manually
d. The custom fiscal year setting CANNOT be disabled
A system administrator at Universal Containers needs to transfer records from one user to another.
What object can be transferred using the mass transfer tool?(2 answers)
a. Leads
b. Campaigns
c. Quotas
d. Accounts
a. Leads
d. Accounts
What must an administrator do when creating a record type?
a. Create a new page layout for the record type
b. Set the field-level security for the record type
c. Assign the record type to the appropriate profiles
d. Add the record type to the required user records
c. Assign the record type to the appropriate profiles
A system administrator at universal containers created a new account record type. However, sales users are unable to select record type when creating new account records.
What is a possible reason for this?(2 answers)
a. The record type does not have an assigned page layout
b. The record type has not been added to the sales user profile
c. The record type has not been set as the default record type
d. The record type has not been activated.
b. The record type has not been added to the sales user profile
d. The record type has not been activated.
How can a sales user relate an opportunity to a campaign?(2 answers)
a. Use the campaign hierarchy related list on the opportunity.
b. Select the primary campaign source for the opportunity.
c. Use the campaign influence related list on the opportunity.
d. Select the campaign record type when creating the opportunity.
b. Select the primary campaign source for the opportunity.
c. Use the campaign influence related list on the opportunity.
What will happen when a user attempts to log in to Salesforce from an IP outside the users profile but within the organization-wide trusted IP range?
a. The user will not be able to log in at all.
b. The user will be able to log in after the computer is activated.
c. The user will be able to log in without activating the computer.
d. The user will be able to log in after answering the security question.
a. The user will not be able to log in at all.
When importing data, what happens if some records do NOT met the data validation criteria?
a. Import process ignores the data validation criteria
b. Import process aborts when it encounters the first invalid record
c. Import process fails only for the records with invalid data.
d. Import process requires user authorization to import the invalid records
c. Import process fails only for the records with invalid data.
What can be modified on standard object fields?(3 answers)
a. Field type
b. Label
c. Default text
d. Help text
e. Picklist Values
b. Label
d. Help text
e. Picklist Values
What is the purpose of the service cloud (customer) portal?(2 answers)
a. To share support reports and dashboards with high profile accounts
b. To provide Web self-service by exposing knowledge articles
c. To allow customers to log and check the status cases online
d. To allow partners to access contact records for case collaboration.
b. To provide Web self-service by exposing knowledge articles
c. To allow customers to log and check the status cases online
What is the capability of the service cloud (customer) portal?(2 answers)
a. Customer can log, view, edit, and close their own cases.
b. Customers can view and edit contacts related to their own accounts.
c. The portal and its users can be created without additional licenses.
d. The portal can be customized with corporate branding.
a. Customer can log, view, edit, and close their own cases.
d. The portal can be customized with corporate branding.
What are the valid organization-wide default options for the Account Object?
a. Public Read/Write/Transfer
b. Private
c. No Access
d. Public Read/Write/Delete
b. Private
What standard object has a one-to-many relationship with the account object?(3 answers)
a. Lead
b. Opportunity
c. Campaign
d. Contact
e. Case
b. Opportunity
d. Contact
e. Case
A marketing user has received a file of leads to import. What tool can be used to avoid duplicate leads?
a. Merge Leads function
b. Validation Rules
c. Data Loader
d. Import Wizard
d. Import Wizard
How can a system administrator restrict users from viewing certain fields in list views, searches, page layouts and reports?
a. Set the field to hidden on the user role
b. Remove the field from page layouts
c. Set the field to hidden using field-level security
d. Remove the field from reports and list views
c. Set the field to hidden using field-level security
What can be done with a workflow field update action? (2 answers)
a. Change the record type of a record
b. Update the value of a formula field
c. Apply a specific value to a field
d. Update the value of a field on a child object.
a. Change the record type of a record
c. Apply a specific value to a field
Universal containers is using a private sharing model. The US sales director needs full access to all records of the US sales representatives.
How can this be accomplished?
a. Place the US sales director in a queue with the US sales representative’s
b. Define a role hierarchy where the US sales representatives roll up to the US sales director
c. Give the US sales director read/write/edit/delete object permissions on the profile
d. Define a role hierarchy where the US sales director rolls up to the CEO
b. Define a role hierarchy where the US sales representatives roll up to the US sales director
What permission is set in a user’s profile? (3 answers)
a. Mass email
b. Marketing user
c. Active
d. Run Reports
e. Object Permissions
a. Mass email
d. Run Reports
e. Object Permissions
What setting is controlled by a user’s profile?(3 answers)
a. Field level security
b. Feature license assignment
c. Record type assignment
d. Locale settings
e. Assigned apps
a. Field level security
c. Record type assignment
e. Assigned apps
What tab setting on a profile makes a tab NOT accessible on the All Tabs page or visible in any apps?
a. Read-Only
b. Default On
c. Default Off
d. Tab Hidden
d. Tab Hidden
A sales executive at Universal containers wants to be notified whenever high-value opportunities are created for hot accounts.
How should an administrator meet this requirement?
a. Create an escalation rule based on the opportunity amount.
b. Create the workflow rule on opportunity object.
c. Create an auto-response rule on the opportunity amount.
d. Create a validation rule that evaluates the account rating
b. Create the workflow rule on opportunity object.
Universal Containers has a marketing team set up as a public group. A sales representative would like to engage the marketing team on one opportunity.
What should the sales representative do to ensure the marketing team can access the opportunity?
a. Add the public group to an opportunity queue.
b. Manually share the record with the public group.
c. Change the opportunity owner to the public group.
d. Add the public group to the opportunity team.
b. Manually share the record with the public group.
What should an administrator consider when configuring workflow rules?(2 answers)
a. Rules can be evaluated when records are created or edited
b. Rules must be deactivated before using an import wizard
c. All existing records are evaluated when a new rule is activated
d. Rule actions can take place immediately or on a specific date
a. Rules can be evaluated when records are created or edited
d. Rule actions can take place immediately or on a specific date
The support team at Universal Containers wants to be more proactive about renewing support plans with customers. They would like the support representative dedicated to each account to be notified a month before the account`s support plan expires
What should an administrator configure to meet this requirement?
a. Assignment rule
b. Workflow rule
c. Auto-Response rule
d. Escalation rule
b. Workflow rule
Which statement is true regarding an approval process? (2 answers)
a. A delegated approver can reassign approval requests
b. An approval action defines the result of record approval or rejection
c. An assignment rule defines the approver for each process step
d. The approval history related list can be used to track the process
b. An approval action defines the result of record approval or rejection
d. The approval history related list can be used to track the process
The sales team at universal containers wants an easy solution to gather customer requirements and share presentations with their customers
What should an administrator do to help the sales team achieve this? (2 answers)
a. Use chatter files to share presentations.
b. Create opportunity teams for customers.
c. Add customers to libraries.
d. Add customers to private Chatter groups.
a. Use chatter files to share presentations.
d. Add customers to private Chatter groups.