Admin Flashcards
Which two admin certification exam objectives are weighted at 10%?
A. Data Management, Analytics - reports/dashboards
b. sales and marketing apps, Data management
c. analytics - reports and dashboards, org setup
d. org setup and service, support apps
A.
Which two Administrator Certification exam objectives are weighted at 13%?
a. service and support apps, user setup
b. security and access, service and support apps
c. data management, activity management and collaboration
d. data management and or setup
b. security and access, service and support apps
exam weights?
Organizational setup: User setup: Security and access: Standard and custom objects: Sales and marketing applications: Service and support applications: Activity management and collaboration: Data management: Analytics—reports and dashboards: Workflow/process automation: Desktop and mobile administration: AppExchange:
Organizational setup: 3% User setup: 7% Security and access: 13% Standard and custom objects: 14% Sales and marketing applications: 14% Service and support applications: 13% Activity management and collaboration: 3% Data management: 10% Analytics—reports and dashboards: 10% Workflow/process automation: 8% Desktop and mobile administration: 3% AppExchange: 2%
Solar components and sustems supplier, ursa major solar wants to ensure that the information is up to date on their company info page. Which set of info can an admin specify in the company info page?
a. business hours, translation settings, corporate currency
b. organization name, default time zone, default language
c. primary contact, chatter settings, set domains
d. fiscal year, password policies, default time zone.
b. organization name, default time zone, default language
Solar company wants to ensure that all of its locale settings are up to date and consistent in the salesforce system. The admin is going through the process of making updates and config parameters for this info. Pick two
a. business hours and holidays
b. time and number display format
c. first/last name and date format
d. phone number and currency format
b. time and number display format
c. first/last name and date format
vp of sales has changed the naming convention for opp to make it more uniform across the company. the sales manager wants to update multiple opp names for his sales team in Europe using his team europe list view in sf.
which user interface settings should be used to allow users with all required profile permissions to edit records in list views? pick 2
a. enable inline editing
b. enable enhanced lists
c. enable enhanced page layout editor
d. enable enhanced profile list views
a. enable inline editing
b. enable enhanced lists
Salesforce users at a solar company complain that global search returns too many records. Which two configs should an admin perform to help users manage search results?
Specify the search filter fields for the objects search layout
reduce the number of records displayed for each object in the search results page.
what is a list view
a list of records that meet specific filter criteria
a new hire at a solar company joined customer service to interact with customers and handle cases. This user needs access to the service console to manage the cases and customer info
what should an admin do to assign a serviecloud user license to a new user?
a. enable service cloud user on the user record detail page
b. clone the sample console and assign it to the user
c. create a new permission set license assignment
d. enable service console in support settings.
a. enable service cloud user on the user record detail page
a medium-sized company is growing internationally. an admin receives details of a new hire in the japan office who requires access to the salesforce org.
which 2 requirements should the administrator consider when creating a new user in a production sf org?
a. usernames must be unique across all production sf orgs
b. usernames must be in the form of an email address
c. usernames must be the same as the user’s email address
d. useranmes must include the company’s email domain
a. usernames must be unique across all production sf orgs
b. usernames must be in the form of an email address
a new employee is trying to login to sf, but is having trouble and getting login error msgs. He reaches out to the sf admin for help.
what should an admin do first to troubleshoot login error msgs?
a. check the user’s login history related list on the user record
b. review entries in the setup audit trial
c. log in as the user to view the error msgs.
d. search the debug log for the error message
a. check the user’s login history related list on the user record
admin is notified that one employee is going on leave for a few weeks. the company does not want the employee logging in to sf while on leave.
what should the admin do to prevent a user from logging into sf temporailty?
a. reset the user’s password
b. freeze the user’s account
c. change the user’s login hours
d. delete the user’s account
b. freeze the user’s account
admin is asked to deactivate the sf user account for an employee who has recently left the company.
when a user account is deactivated, what happens to the associated license?
a. the license becomes available for reassignment
b. the license is deleted
c. the license is removed from the billable licenses for the org
d. the license is automatically assigned to another user
a. the license becomes available for reassignment
What are two reasons a user cannot be deactivated?
The user is the recipient of workflow email alerts
user is a customer community admin
what is a user license
determines the baseline of features that the user can access. every user must have exactly one user license. you assign user permissions for data access through a profile and optionally one or more permission sets
what is a permission set
collection of settings and permissions that give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend users’ functional access without changing their profiles.
what is a profile
define how users access objects and data, and what they can do within the app. when you create users, you assign a profile to each one
a vp of sales wants to take a look at all of the sales deals that are currently in play for the sales team to determine how well they’re tracking toward their goal for the quarter.
what standard object stores info about sales deals?
a. accounts
b. assets
c. products
d. opportunities
d. opportunities
a sales team member wants to view the info related to one of their accounts to have a 360-degree view of the customer
which 2 standard objects are related to account records?
a. cases
b. campaigns
c. opportunities
d. leads.
cases and oppS
Marketing magager wants to run a marketing campaign for their upcoming event. the manager wants to capture as much info as possible from the campaign in sf.
which 3 objects have a relationship with a campaign:
a. lead
b. contact
c. account
d. opp
e contact role
lead, contact, opp
a field is needed that reflects account size based on the standard field, number of employees.
which formula function should an admin use to evaluate different results based on a specific condition with multiple outcomes?
a. ispickval
b. text
c. if
d. and
c. if
a sales manager want opps, not updated in the past 30 days., to be flagged automatically.
how should an administrator implement this requirement?
a. create a formula field to calc the time since last update and display an image of a red flag if it meets the defined criteria
b. add a formula to the default value of the last modified date field to turn the text red if the record meets the criteria
c. add a formula to the default value of the opp name field to turn the background red if the record meets the criteria
d. create a formula field to show the last login date of the owner and display an alert message if it meets the defined criteria
a. create a formula field to calc the time since last update and display an image of a red flag if it meets the defined criteria
the ceo does not want to see the list of contacts when viewing an account page but still needs to access contact records.
how should an admin config this?
a. removed read access permissions for contacts from the ceo
b. set the contact org-wide default sharing settings to private
c. create an account page layout without the contacts related list
d. remove the account related list from the contact page layout
c. create an account page layout without the contacts related list
vp of sales wants to ensure that there is a consistent colorcoded report tot track picklist values easily from the stage field on an opp
how should an admin ensure that a picklist fields values display in consistent colors on all reports. pick 2
a. use a bucket field that defines the color for each value
b. configure report conditional highlighting for each value
c. update the picklist field and set the color for each value
d. create a formula field that defines the color for each value.
c. update the picklist field and set the color for each value
d. create a formula field that defines the color for each value.
a company wants to track invoice payments on an opp related list. Only the finance team should see this related list. but all users should be able to view invoice payment reports.
how should the admin implement this requirement?
a. create a new page layout and profile for the finance team
b. set the invoice payment org-wide sharing settings to private
c. build an invoice payment report with a running user of finance
d. grant finance access only to the invoice payment object.
a. create a new page layout and profile for the finance team
a delegated admin cannot edit the created date field for the account record. what reason should the admin give for why this is occurring
sustem audit field and it’s read-only for existing records
a company wants to create a field to store credit card numbers and needs to make sure the info is protected.
what two actions allow the admin to provide enhanced security for this field?
create an encrypted field
update field level security settings
a company has a renewals sales team that uses the opp object. the team wants to use many of the same picklist fields that are already defined, but needs unique picklist values. what feature allows an admin to maintain the same field for two different teams?
record types
a sales team focused on renewals. The team uses many of the same opp fields as other teams, but needs different stage values.
what should an admin update to support this requirement?
stage selected values in the sales process
customer support team wants to sue a different page layout when closing a case.
what method should the admin use to fulfill this request?
case close page layout
what is a formula field
read-only field who value is evaluted from the formula or expression defined by us. 7 different types:
number, currency, percent, date, date/time, checkbox, text
what are custom objects
Objects created by a user according to their need. Each custom object has 5 standard fields.
what is a roll-up summary field
custome object field that calcs the value from related records in a related list. These fields are created to display a value of fields in a detail record. Defined on Master-detail relationship only
what is a look-up field
one to many relationship. this relationship two objects has no effect on deletion or security. Child objects are independent.
child objects have a separate setting. If you delete the parent object the child object remains in the system. a child object may or may not have a parent.
what is a master detail relationship
closely links objects together such that the master record controls certain behaviors of the detail and subdetail record. ex. you can define a two object master detail relationship sich as account-expense report. that extends the relationship to subdetail records such account - express report - expense line item.
one to many
relationship with many child objects but one parent object.
a company is looking to explore ways to increase protection of the orgs sf data from unauthorized access. it has been proposed to leverage the trusted IP ranges feature.
what is a benefit of entering trusted IP ranges in the network access section?
a. users who log in within the network are not required to verify their id
b. all attempts to log in from outside the network are denied
c. users are unable to log in through the API on networks not marked as trusted
d. appexchange packages can communicate with an external site
a. users who log in within the network are not required to verify their id
password policy in a companys org shows that the length of time until passwords expire is 60 days. however, sales reps are complaining that their passwords expire every 30 days.
where should the system admin change the password expiration period for the sales rep users?
a. individual user records
b. permission sets assigned to the users
c. profiles assigned to the users
d. roles assigned to the users
c. profiles assigned to the users
a vp has requested that the sales rep commission report be visible to the executive team.
how should the admin provide visibility to the sales rep commission report to the executive team only?
a. set opp org-wide default sharing settings to private
b. save the report in a folder shared with the exec team
c. name the report “for exec team use only - do not use
d. save the report in the my personal reports folder
b. save the report in a folder shared with the exec team
How can a system admin discover who added a field to the account page layout?
use setup audit trail
a company uses a private sharing model for cases. each product line has serval product specialists who want to have visibility to all cases involving their product line.
who should an admin do this?
create a predefined case team for each group specialist and assign the team using case assignment rules
Org-wide sharing default
defines default access level for an object’s records with org wide sharing settings. org wide sharing settings can be set separately for custom objects and many standard objects. including assets, campaigns, cases, and accounts and their contracts.
a company uses custom obejct to track inventory items. The support team cannot see the inventory objects lab. what two settings should the system admin check to find the cause of the problem. 2 answers
support profiles
support team permissions sets
a company had 3 account record types. Prospect, customer, and vendor. the customer record type is only for accounts that have closed won opp.
how should a n admin prevent users from selecting the customer record type when they create new account records?
remove the customer record type as an assigned record type in the user’s profiles and permission sets.
an admin cannot share a report folder. what is a possible reason
folder is private
what are sharing rules
give users greater access by making autmatic exceptions to your or-wide sharing settings. extend sharing access to users in public groups, roles, or territories.
role hierarchy
sf offers a user role hierarchy that you can use with sharing settings to determine the levels of access that users have to your sf orgs data. roles within the hierarchy access on key components such as records and reports.
a company imports accounts from an external order system that has its own id field for each record
what should an admin do to help prevent dups during these imports
a. import the data using the data loader
b. use the id from the order system in place of the sf id
c. create a unique external id field on accounts in sf fro matching
d. create a formula field that ids matches
c. create a unique external id field on accounts in sf fro matching
sales opps team needs to import and export accounts, contacts, opps, and orders.
which profile permissions do the sales opps team need to be able to perform this task? 2
a. API enabled
b. modify all for those objects
c. view all data
d. weekly data export
a. API enabled
b. modify all for those objects
a director noticed that when sales reps move opps to the closed stage. they don’t always fill in the product installation date. When the date is not logged the opps teams has to reach out to the sales rep to confirm the install date. the director requested that a sales rep not be allowed to close an opp without first logging the product install date.
which feature requires a value in the product installation date, a customer date field, when the opportunity stage changes to closed.
a. validation rule
b. dependent picklist
c. page layout
d. record type
a. validation rule
vp of marketing loaded leads into the org and now realizes they need to be deleted. the vp has asked the admin to delete them.
best practices are recommended prior to mass deleting records. 2
a. download a setup audit trail for the last 6 months before deletion
b. schedule a weekly data export and download the backup zip files
c. create a new list view for all records that need to be deleted.
d. run and export a report to archive before deletion
b. schedule a weekly data export and download the backup zip files
d. run and export a report to archive before deletion