Admin Cert Flashcards
1
Q
Features that make it possible to edit multiple records at one time
A
- enable Inline Editing
- enable Enhanced Lists
- give user the “Mass Edits from Lists” permission
2
Q
What feature would you use to customize the “Home Page” for different profiles?
A
Lightning App Builder
3
Q
Home pages in Lightning Experience can be assigned to:
A
- profiles
- apps
4
Q
What should an administrator consider in terms of changing the default company locale
A
company locale is default for new users, but users can change their personal locale setting
5
Q
if multiple currencies is enabled…can a user create an opportunity in any of those active currencies?
A
yes
6
Q
What are the two types of fiscal year?
A
- standard (gregorian(12 month))
- custom
7
Q
important facts about fiscal year settings:
A
- custom fiscal years impact forecasts, reports, and quotas
- when the fiscal year start month is changed, quota and adjustment information is purged
- once enabled, custom fiscal years cannot be disabled(switched back to normal)
8
Q
What types of lightning experience “pages” can you create in the lightning app builder?
A
- Home page
- App page
- Record page
- Embedded Service page
9
Q
How would an administrator be able to see how many remaining Salesforce Licenses are available?
A
- Company Information page
- System Overview page
10
Q
To hide a tab in an app from a specific profile, which tab setting should you use?
A
“Tab Hidden”
11
Q
If an organization is using multi-currency and does not want the converted amount to change on closed opportunities when exchange rates are updated, which feature can be used?
A
Advanced Currency Management
12
Q
Access to a Lightning app can be configured based on:
A
- Profile
13
Q
Which type of “quick actions” support Lightning Web Components?
A
object-specific quick actions
14
Q
How would you enable the Parent Account field to be displayed in the Account Lookup dialog?
A
Modify the Account Search Results layout to include Parent Accounts
15
Q
How do you change “Themes and Branding” in reference to the user interface?
A
User Interface Settings> Themes and Branding
16
Q
What does “Default locale” setting determine?
A
- Format of Dates and Times
- Name Format
- Display format of Addresses
17
Q
things found on the “Company Information” page?
A
- Licenses available
- Default locale
- Storage used
18
Q
Where in setup would you change the default order of apps and/or hide existing apps?
A
App Menu page in setup
19
Q
ABC Company is expecting to have a very large volume of contract records with attachments. What should an administrator advice regarding storage requirements?
A
Both data and file storage will be used when storing contract records with attachments
20
Q
How can load times for users be improved on the account screen?
A
enable separate loading of related lists
21
Q
What is a “case” defined as in Salesforce?
A
Description of a customer feedback, problem, or question
22
Q
What is a “solution” defined as in Salesforce?
A
description of an issue and resolution
23
Q
What is a “opportunity” defined as in Salesforce?
A
sales deal
24
Q
What is a “campaign” defined as in Salesforce?
A
a marketing project tracked and managed
25
What are some things "Accounts" can represent in a literal sense?
1. Companies you do business with
2. Individual Customers
3. Competitors
26
What can "Leads" be converted into when they are qualified
1. account
2. contact
3. opportunity
27
What can "Work Orders" be associated with?
1. Accounts
2. Assets
3. Cases
4. Contacts
5. Entitlements
6. Service Contracts
7. other Work Orders
28
when you delete the "Account Record", what sorts of related items are deleted?
1. Opportunities
2. Contracts
3. Activities
4. Notes
5. Attachments
29
What does enabling the 'Contacts to Multiple Accounts' feature allow?
a contact can be directly related to one account and indirectly related to other accounts
30
The account object has a one-to-many relationship with what objects?
1. Case
2. Opportunity
31
what can be used to model a many-to-many relationship between two objects?
1. Master-detail relationship
2. Junction object
32
what is a junction object?
a custom object with two master-detail relationships, used to connect the two objects that are related to each other
33
standard objects available in salesforce?
1. Account
2. Contact
3. Opportunity
4. Case
5. Campaign
6. Lead
34
Capabilities of lookup relationships but not master detail relationships?
1. lookup field does not need to be a required field on the page layout
2. related record can have a different owner than the parent record
35
what is are some characteristics of "Lookup filters" in Lightning experience?
1. lookup filters can reference fields on records related to the target object
2. lookup filters are still required in lightning experience even if the salesforce administrator specified them as optional during setup
36
How are relationships between objects represented on a record page in the user interface?
1. Lookups
2. Related Lists
37
How to change a lookup relationship field between to objects to a master-detail relationship?
make sure the field has a value for all records in the object and then change the type of relationship of the field
38
what is a "Dependent Lookup"?
lookup field that has a filter that references another field on the same object
39
External Email service characteristics
1. only available in Lightning
2. only supports Gmail or Office 365
3. Salesforce does not support email bounce management for external service
4. when used, emails looks like they were sent from users gmail or office 365, emails that were sent can be seen in users gmail or office 365 sent folders
40
what are "Reduction Orders"? (in reference to Orders functionality)
allow tracking of product returns and relating the returns to the original order
41
how does Salesforce track how a deal progresses through the sales cycle?
opportunity stages
42
The "Assistant" can be added to the home page, what kind of "updates" about Leads and Opportunities can the "Assistant" show?
1. Leads assigned to the current user today
2. Opportunities with overdue tasks
3. Opportunities with no activity in 30 days
4. Opportunities with no open activity
5. Overdue Opportunities
43
characteristics of the "Lead Conversion Process"
1. A contact is created if one with the same name is not found
2. a account is created if one with the same name is not found
3. if person accounts are enabled and the company field does not have a value, a person account will be created
44
"Macros" characteristics:
1. macro builder is used to create macros in Lightning Experience
2. individual macros cannot be run on list views
3. standard objects and custom objects that allow quick actions and have customizable page layout support macros (except Campaign object)
45
Standard Sales objects in terms of supporting the Sales Process
1. Leads
2. Accounts
3. Contacts
4. Products
5. Price Books
6. Opportunities
7. Quotes
8. Campaigns
9. Orders
etc
46
"Custom Price Books" are used to store\_\_\_\_\_
different prices for different market segments, regions, or other subsets of customers
47
Standard "Support" objects:
1. Case
2. Entitlements
4. Service Contracts
5. Knowledge
48
Opportunity Teams (Team Selling) allows:
Opportunity Splits allow:
- Opportunity Teams allow defining a team that work together on opportunities
- Opportunity Splits allow opportunity revenue to be split by percentage for each team member
49
Characteristics of notes in Lightning Experience:
1. A note can be shared with users or groups
2. the 'Notes' related list can be used to share a note
3. Recipients can be prevented from sharing or unsharing the note
50
Characteristics of default "Opportunity Teams":
1. if defined, a default opportunity team can be added with one click
2. default opportunity teams can be set up in personal settings
3. opportunity owner or someone above the owner in the role hierarchy can add an opportunity team(lightning experience)
51
Characteristics of the "News" feature?
1. the news feature provides users with a customized list of timely, account-relevant news from US sources
2. news feature is available on Accounts,Contacts,Leads, and the home page in lightning experience
3. provides new articles about customers, partners, competitors, and industries
52
features of the "Opportunity Workspace":
1. send an email related to the opportunity
2. update the opportunity amount and close date
3. view the sales path for the opportunity
53
Characteristics of "Partner" users:
1. can be included in an opportunity team just like internal users
54
Characteristics of the "Path" feature in Salesforce:
1. path is available for Lightning Experience and the Salesforce mobile app
2. path can be used in a number of objects including leads, opportunities, quotes, contracts, order, and custom objects
55
A "Revenue Schedule" can define:
revenue amounts for a product, installment period, and number of installments
56
What types of users can be added to an "Account Team" in Lightning Experience?
1. Internal
2. Partner
57
A "Permission Set" can be used to:
grant additional access to objects
58
A "Sharing Rule" can be used to:
grant record access to users in groups, roles, and territories
59
The "Sharing" button can be used to:
share a record with users, groups, roles, and territories
60
Which Sales feature allows users to follow your organization's sales process through visual assistance that provides guidance through each sales stage?
"Sales Path"
61
What is true regarding "Web-to-Lead"
1. standard and custom fields that need to be captured online can be selected
2. default lead creator for web generated leads can be specified
3. data entered in the web form is validated before a record is created in the salesforce org
62
What is:
1. Einstein Lead Scoring
2. Einstein Activity Capture
3. Einstein Opportunity Insights
1. Einstein Lead Scoring - leads can be scored separately according to their segments (like which marketing and ad campaigns contribute more to lead generation)
2. Einstein Activity Capture - used to connect email and calendar applications to the org to reduce data entry
3. Einstein Opportunity Insights - Evaluates opportunities and gives modeled predictions about the likelihood to close them based on data from previously closed opportunities
63
What does enabling the “Automated Account Fields” feature allow:
allows user to be able to create accounts quickly and auto-populate related fields on the record
64
What is “Opportunity Kanban”?
a visual summary of opportunities for a particular sales path that is sorted by sales stage
65
Characteristics of “Sales Dialer” feature:
1. users can call by clicking on phone number fields
2. only available in Lightning Experience
3. supports incoming and outgoing calls
66
what pages can be set to be displayed after a user logs out of Salesforce?
1. display a custom single sign on page
2. display a custom logout page
3. display the standard salesforce login page
67
At what levels can session time out criteria be set for logging out inactive users?
1. profile
2. organization
68
“My Domain” allows:
a subdomain within the org Salesforce URL
\*my domain is required for SSO and certain custom lightning features
69
Where can you find information on a users login attempts?
1. User detail section on a user record
2. login history related list on a user record
3. login history page
70
Auditing features of Salesforce?:
1. Setup Audit Trail
2. Login History
3. Field History Tracking
71
characteristics of setting up users?
1. username and email address can be different, except when setting up multiple users
2. profiles available depend on the license type selected
72
how can a feature license be assigned to a user?
By selecting the checkbox next to the feature to be enabled on the _user record_
73
If a user had two managers, what field could you use to help represent this?
Hierarchical Lookup
74
Characteristics of Roles:
1. open up access vertically (not horizontally)
75
what types of things can temporary “Delegated Administrators” do?
1. assign specific permission sets
2. create and edit users in specific profiles and roles
3. reset passwords for users in specific roles
76
Network-based security allows limits on\_\_\_\_
User Authentication determines\_\_\_\_
1. where users can log in from
2. what times users can log in
1. who can log in
77
under what conditions can a user NOT be deactivated:
1. user is the sole recipient of a workflow email alert
2. user is selected in a custom hierarchy field
3. user is assigned as a customer portal administrator
4. user is a default owner of leads or cases
78
If a user is working in Salesforce when the login hours end, what will happen?
The user can continue viewing the page they are currently on, but if they take further action or navigate to a new page they will be logged out
79
characteristics in terms of passwords:
1. the password history enforcement can be modified
2. “Days” is not a lockout period open, either minutes or forever
80
Characteristics of the “Add Multiple Users” feature?
1. users can be allocated different roles
2. users can be allocated the same or different profiles
3. each user will be allocated the same license type
81
Required fields to create a user using Dataloader:
First name, Last name, Username, Alias, email, profileId, locale, language, email encoding, time zone, currency
82
a security token is required when using the data loader if\_\_\_\_\_\_
IP Address has not been added to the trusted IP ranges
83
what can “Login Forensics” provide?
1. the average number of logins per user per a specified time period
2. who logged in more than the average number of times
3. who logged in during non-business hours
84
“My Domain” Characteristics:
1. after the my domain has been deployed, it cannot be reversed
2. Visualforce page URLs will change
85
Device Activation can be bypassed by \_\_\_\_\_
adding a range of trusted IP addresses
86
“List Email” in Lightning Experience allows \_\_\_\_\_
personalized individual emails to be sent to multiple contacts, leads, or campaign members
87
Trusted IP ranges _VS_ Login IP ranges for all profiles
Trusted IP Ranges: IP ranges that don't require verification within the range, verification is required outside the range
Login IP ranges for all profiles: access with the range, no access at all outside of the range
88
What features can be used to control record sharing??
1. Organization Wide Default Settings
2. Sharing Rules
3. Role Hierarchy
89
Login hours and IP address restrictions can be restricted at what level?
profile
90
If a field is hidden using field-level security, it does not appear in \_\_\_\_\_\_\_
page layouts, search results, related lists, list views, or reports
91
if a field is set to hidden specifically on the page layout, users will still be able to access the fields in \_\_\_\_\_
reports, search, and list views
92
(T/F) Picklist values on standard fields can be added, deleted, or reordered
True
93
What fields can be “Dependent fields” in a field dependency?
1. Standard Checkbox
2. Custom Checkbox
3. Standard Picklist
4. Custom Picklist
94
What is true of deleting fields?
1. After a field is deleted, it can be undeleted within 15 days before it is deleted permanently
2. hard deletion of deleted custom fields can be accelerated to free up custom field allocation
95
what can be modified on a standard field?
Change the field label
96
Checking if a field is required is an example of what type of validation?
System validation
97
what are the valid reasons for modifying an Account Search Layout?
- To control the fields displayed in the recently viewed Accounts list
- to control which account fields are displayed in the search results
98
Characteristics of “Formula Fields”:
1. read only
2. they will not display on record edit pages
3. they are not searchable
99
what are some elements “Record types” specify?:
1. picklist values
2. page layouts
3. business processes
100
which objects support business processes?
1. opportunities
2. leads
3. campaigns
4. solutions
5. cases
101
when a system admin is creating a sales process, they will be modifying what field?
stage
102
how do lookup filters differ from master-detail relationships?
if you delete any object then the other object is not deleted
103
Dashboard Characteristics:
1. visual representation of data from multiple reports
2. is comprised of up to 20 components
3. has a running user to determine what data is visible
4. displays data as of the last time the dashboard was refreshed
5. can be scheduled to be refreshed and emailed automatically
104
what is “Dashboard Component Snapshot”?
users can post a static image of a component to the dashboard feed, a user feed or a group feed
105
“Dynamic Dashboards” allow?
users to only see the data they are allowed to see on the dashboard, this way dashboards don't have to be created for different users
106
“Dashboard Filters” allow?
1. dashboard data by region or other filters
107
when you specify a single running user of a dashboard, that user:
determines which data is displayed on the dashboard, due to the user's security settings
108
“Dashboard Filters” characteristics:
1. its not possible to filter on bucket fields
2. filters aren't applied when you schedule or email a dashboard
3. you can't filter data on a joined report in dashboard view or add a filter to a dashboard that only has joined reports
109
what can be used to create a backup of data from salesforce?
1. weekly data export
2. data loader
3. Reports
110
objects that you can create a path on the mobile app?
1. leads
2. opportunities
111
what are the different forecast categories?
1. best case
2. pipeline
112
what mandatory objects does a lead convert to?
1. Accounts
2. Contacts
113
Settings controlled by a users profile?
1. field level security
2. assigned apps
3. record type assignment
114
what does campaign influence allow a user to do?
adjust the percentage of the influence each campaign has on an opportunity
115
how would you create a relationship between two cases?
add one of the cases as a parent of a related case using the parent case field
116
in which two places should cases be assigned when case assignment rules are being set up?
1. User
2. Queue
117
what are features of “Salesforce Ideas”?
1. Vote Ideas
2. Promote Ideas
3. Demote Ideas
118
Which two settings can a system admin enable in the user interface setup?
1. printable list views
2. related list hover links
119
two considerations when activating and assigning Themes and Branding?
1. only one theme can be applied in an org at a time
2. up to 300 custom themes can be created per org
120
two benefits of data categories with “Salesforce Knowledge”?
1. articles can be classified into groups
2. article access can be controlled
3.
121
what are the 3 possible/valid workflow evaluation criteria?
1. every time a record is created
2. every time a record is created and every time its edited
3. Every time a record is created and any time its edited subsequently to meet criteria
122
What is a “Big Deal Alert"?
Big Deal Alert can be set up to send an email notification when an opportunity reaches a certain probability and is greater than or equal to a certain amount
\*only one Big Deal Alert can be set up at a time
123
Salesforce events order of execution
Validation rules → Assignment rules → Workflow rules
124
how to monitor the execution of a time-dependent workflow rule
monitor ‘Time-Based Workflow’ queue in setup
125
what is an “Escalation rule”
Escalation rules can be used to automatically escalate the case when it meets a specific criteria
-rule entries can include escalation actions that can send email notifications to the case owner and additional recipients
126
What are the record loading limits for Data Import Wizard and Dataloader.io?
Data Import Wizard: 50,000 records
Dataloader.io : 5 millions records
\*\*Third party apps exist in app exchange for more that 5 million records
127
Best options for data loading jobs that need to run on a scheduled basis?
1. third party app such as Jitterbit
2. command line interface of Dataloader.io
128
what will happen if a record in a Data Loader import file contains a pick list value that does not exist in Salesforce and the picklist is to restricted?
the record will be added, but the pick list value will be added to the list of existing values
\*if the pick list was restricted, then values outside of the defined pick list values would not be allowed, and the record would not have been saved
129
possible impacts of large data volumes if best practices are not followed?
1. full sandbox refresh time increases
2. reports run slowly or time out
3. searches run more slowly
130
what can cause a record in an import file to fail?
1. record fails custom validation rules
2. record fails system validation rules
3. required field is missing
131
which Dataloader setting will allow you to insert or update fields with null values?
“Insert Null Values”
132
Data in the recycle bin will be kept for \_\_\_:
1. maximum of 15 days (or)
2. maximum size of data bin is reached (or)
3. user empties it using the user interface,API, or using Apex
133
how to modify existing records and add data for the new fields?
export the records → save a backup → append the new data → update records
134
in which two scenarios would validation rules be enforced but not show visual confirmation if a record was created or not?
1. submission of web-to-lead form
2. submission of web-to-case form
135
different ways data can be backed up?
1. export data using Dataloader
2. run a backup manually using data export
136
what record attribute is required to update a record using Dataloader?
Record ID
137
what is required to use the _Data Loader client application_ if the IP address has not been added to the list of trusted IP ranges?
1. username and password
2. security token (username and password is your security token in this case)
138
how can a _list_ of deleted records be recovered?
use the “Export All” option in Dataloader and export the records
139
what user permission can be enabled to update fields of records with inactive owners?
“Update Records with Inactive Owners” permission
140
Who can change the ownership of a case?
1. current owner of the case
2. any user above the current owner of the case in the role hierarchy
141
Where can the Salesforce “Record ID” be obtained from?
1. record URL
2. data loader export file
3. reports
142
Matching by external ID when using the Data Import Wizard characteristics?
1. matching by external ID is available for any object that has an external ID
2. an external ID field can be selected if there are multiple external ID fields
143
“Case Contact Roles” definition?
can be used to record the roles that different people have while working on a case
144
features of “Case Management”:
1. Accept Case button
2. Case Escalation rules
145
to allow an approval process for emails:
1. enable draft emails
2. create an approval process
3. create a send action
146
How to give users the ability to make their case feed items visible to external users:
1. request feature from Salesforce
2. enable “compact case feed” and “community case feed” for organization
3. enable “Edit my Own Posts” and “Edit Posts on Records I Own” permissions for users and their profiles who need this feature
147
“Macros” characteristics:
- allows support agents to automatically complete repetitive tasks in a single click
- supported on all objects with feed-based page layouts
148
What situations can trigger an “Auto-Response” rule?
1. Web-to-Case submission
2. Email-to-Case submission
3. Customer Portal Case submission
149
When a “Case” is deleted, what related stuff is deleted as well?
1. events
2. tasks
3. case comments
4. attachments
150
‘Case Teams’ definition:
groups of users that can collaborate on a case
151
“Omni-Channel” characteristics?
can be used to route cases to support agents efficiently based on the size of work and the agents capacity
152
In which of the following scenarios would a Contact Role be automatically populated by Salesforce upon the creation of a new Opportunity ?
1. creating an Opportunity on Lead Conversion
2. creating an Opportunity from the Opportunity tab
153
two different options for setting “Default Activity Views” for users on Desktop?
1. related list
2. compact layout
154
valid data type options for the “Record Name” field on a custom object?
1. Text
2. Auto-Number
155
what would you adjust in order to disable a group of users access to an application in Salesforce?
1. profiles
2. permission sets
156
what objects are supported by the “Data Import Wizard”?
1. Accounts
2. Contacts
3. Leads
4. Solutions
5. Custom Objects
157
What is the “Hierarchical” field used for?
this field represents a special lookup field available only for the user object. It lets users use a lookup field to associate one user with another that does not directly or indirectly refer to itself. For example, you can create a custom hierarchical relationship field to store each user's direct manager
158
what setup setting dictates which stages are visible on an opportunity?
Sales Processes
159
Which wizard should you use to set up an approval process that uses just a single step?
Jump Start Wizard
160
What setting must be changed in order to automatically send mobile browser users to the mobile browser version of Salesforce?
Salesforce Mobile User setting on the User Record
161
Salesforce provides standard matching rules for what objects to help prevent duplicates?
1. Accounts
2. Contacts
3. Leads
162
“Private Events” are accessible to\_\_\_\_\_\_?
1. user that created the event
2. any user with the “View All Data” permission
163
“Shared Activities” allow how many contacts to be related to an event or task?
50 contacts
164
What are “Public Calendars”?
- can be used to manage group activities, such as scheduling a common event
- everyone who shares a public calendar can view, schedule, and update events without switching to Salesforce Classic
165
what does enabling the “Sync Event Series” feature in the Lightning Sync Configuration allow?
sync repeating events between Outlook and Salesforce Lightning (not classic)
166
what is the result of enabling the ‘Roll up of Activities to a Contact’s Primary Account" feature
related tasks and events of contact are displayed in the primary account of the contact
167
3 views available in lightning experience for Tasks?
1. Table
2. Kanban
3. Split
168
What is a “Follow-Up Event”?
- Can be created in lightning experience to follow up on an existing task
- key information is copied from the original task
- location can be specified (unlike a follow-up task)
169
“Archived Activities” characteristics:
- Salesforce automatically archives activities that meet certain criteria
- archived activities are included in data export files and users can view these
- salesforce does not delete archived activities, but users can manually delete them
170
what is required to prevent the deletion of task records?
a “Trigger” on tasks to prevent deletion
171
“Event” “Attendee's” can consist of?
1. users
2. contacts
3. person accounts
4. leads
172
“Group Tasks” characteristics (lightning experience)
- can be assigned up to 200 users
- each user will be assigned and independent copy of the task
173
Creating tasks in “Bulk” characteristics (lightning experience)
- if a task is assigned to multiple users, a copy of the task is created for each user
- can be assigned to multiple users and groups
174
what permission is needed for a nonmember to be able to access and modify an “Unlisted Group”
“Manage Unlisted Groups” permission
175
ways to access “Activities” in Salesforce, such as an activity tab or something
- advise the user to access the tasks tab, calendar tab, or activity timeline
- look for an AppExchange app that add an activity tab
- ask a developer to create a new tab to display activities
176
What do activities consist of in Salesforce?
- Tasks
- Events
177
What are the two default ways to work with activities ?
- related lists
- activity timeline
178
“Dashboard Subscribers” characteristics
- only a user who has permission to access the dashboard can be added as a subscriber
- any filters applied to the dashboard are not applied to the emailed dashboard
- dashboard subscriptions can be by a user, group or roles based
179
What settings can be defined specifically _during_ report creation
- data filters
- graphs
- groupings
180
"Dynamic Dashboards" can be run as
- specific user
- user that setup the dashboard
- dashboard viewer
181
fields that _cannot_ be added to the “custom report” type
- product schedule
- history
- the age field on cases and opportunities
182
how many components can be added to a single dashboard?
20
183
which two report types can be used to create a reporting snapshot?
- summary
- tabular
184
“custom reports” can have how many child objects?
3 child objects
185
Actions supported for “joined reports” in lightning experience:
- convert unjoined reports into joined reports
- rename and reorder blocks
- create cross block summary formulas
186
Types of dashboard components:
- charts
- tables
- gauges
- metrics
- visualforce pages
187
“Business Processes” are only available for
“Standard” objects
