Administrator Flashcards
Where should an Administrator add the Type field in a Transaction Saved Search to limit search results to a specific transaction type?
A. Criteria Tab
B. Results Tab
C. Highlighting Tab
D. Role Tab
A (Criteria Tab)
Which search type shows the number of orders from a Vendor that are late or not received?
A. Order Search
B. Transaction Search
C. Account Search
D. Shipping Item Search
B (Transaction Search)
What Saved Search type should an Administrator use to determine the total lifetime sales for both parent
and child customers?
A. Transaction
B. Company
C. Document
D. Parent
A (Transaction)
How are users added to receive alerts sent by a Saved Search?
A. From the Audience tab of the Saved Search, add the user in the Employees field.
B. From the Audience tab of the Saved Search, add the user’s team in the Groups field.
C. From the Email tab of the Saved Search, click Specific Recipients, and add the user in the Recipient field.
D. From the Email tab of the Saved Search, click Customize Message and add the user in the From field.
C (From the Email tab of the Saved Search, click Specific Recipients, and add the user in the
Recipient field.)
An Administrator wishes to give users with the Sales Person role permission to edit a Sales Order Saved Search. How is this done?
A. Set the Search to Public. Then, under the Roles tab, select Form for the Sales Person role.
B. Set the Search to Public. Then, under the Roles tab, select all options for Sales Person role.
C. From the Audience Tab of the Saved Search, select Allow Audience To Edit and select Sales Person under
Roles.
D. From the Audience Tab of the Saved Search, select Sales Person under Roles and select the users under
Employees.
C (From the Audience Tab of the Saved Search, select Allow Audience To Edit and select Sales
Person under Roles.)
How can an Administrator view changes made to a Saved Search?
A. Access the Execution Log tab.
B. Access the Audience tab.
C. Access the Results tab.
D. Access the Audit Trail tab.
D (Access the Audit Trail tab.)
Which Mode option allows users to remove portlets added as part of a published dashboard?
A. Locked
B. Unlocked
C. Restrict Content
D. Add/Move
B (Unlocked)
Which portlet allows for multiple Key Performance Indicators (KPIs) to display at once?
A. Trend Graph
B. Report Snapshots
C. KPI Meter
D. Custom Portlet
A (Trend Graph)
How can Administrators make a field visible but not editable to users?
A. Deactivate the form.
B. Select the Disabled field type.
C. Clear the Show checkbox.
D. Select the Mandatory checkbox.
B (Select the Disabled field type)
On which custom forms is the Store Form with Record preference available? (Choose 2)
A. Credit Memo form
B. Sales Order form
C. Employee form
D. Inventory Item form
C (Employee form)
D (Inventory Item form)
How does an Administrator set a custom field as mandatory for a specific custom role?
A. On the custom field, under Access, select Mandatory for that role.
B. Assign a custom form only for that role, then select Mandatory for that field.
C. On the custom role, under Custom Fields, select Mandatory for that field.
D. Under Audience, assign the custom field for that custom role.
B (Assign a custom form only for that role, then select Mandatory for that field.)
Administrator wants to limit a custom role so that the role only uses a specific custom form when
viewing a custom record. What configuration would achieve this?
A. On the custom form, go to Roles and select Preferred for that custom role.
B. On the custom role, go to Forms, then Custom Record, and select both Preferred and Restricted for the
custom form.
C. On the custom record type, go to Forms and select Preferred for that custom form.
D. On the custom form, go to Permissions, add the custom role, and select both Preferred and Restricted
for that role.
B (On the custom role, go to Forms, then Custom Record, and select both Preferred and Restricted
for the custom form.)
Which preferences prevent creating duplicate records once an online form is submitted?
(Choose 2)
A. On the Select Fields tab, select the Search column field.
B. On the Setup Workflow tab, select Use Duplicate Detection Criteria.
C. On the Setup Workflow tab, select Allow Update on Contact Record.
D. On the Select Fields tab, select Mandatory.
A (On the Select Fields tab, select the Search column field.)
B (On the Setup Workflow tab, select Use Duplicate Detection Criteria.)
Which forms are supported by Advanced PDF/HTML Templates?
A. Transaction forms, Return forms, and Remittance forms
B. Entity forms, Return forms, and Remittance forms
C. Transaction forms, Address forms, and Remittance forms
D. Entity forms, Address forms, and Remittance forms
A (Transaction forms, Return forms, and Remittance forms)
Which two formats are available when printing a transaction?
A. XLS
B. CSV
C. PDF
D. DOC
E. HTML
C (PDF)
E (HTML)
Where is the PDF/HTML Print Layout defined that will be used when printing a transaction?
A. Transaction Form > Header section
B. Transaction Form > Printing Fields tab
C. Transaction Form PDF/HTML Layout > Header section
D. Transaction Form PDF/HTML Layout > Transaction Forms tab
A (Transaction Form > Header section)
A user wants to create a custom field on a Task record that lists all customers with the Taxable checkbox
selected. If the field Type = List/Record and List/Record = Customer, what additional settings are required
for the custom field?
A. Sourcing & Filtering > Filter Using = Taxable
Is Checked = Yes
B. Sourcing & Filtering > Source List = Company
Sourcing & Filtering > Source From = Taxable
C. Sourcing & Filtering > Source List = Company
Sourcing & Filtering > Source Filter By = Taxable
D. Validation & Defaulting > Formula = {taxable}
A (Sourcing & Filtering > Filter Using = Taxable Is Checked = Yes)
Which setting affects field placement on forms?
A. Display Type
B. Insert Before
C. Height
D. Width
B (Insert Before)
When customizing records, in which scenario could a custom List be used?
A. To display pre-defined choices in a field.
B. To display values extracted from a sublist.
C. To display the results of a Saved Search.
D. To display a Record Type list.
A (To display pre-defined choices in a field.)
An Administrator wants to add a custom sublist using a Saved Search. Which Saved Search field joins the
search results to the record?
A. The first field listed in the Available Filters subtab.
B. The first field listed in the Criteria subtab.
C. A field in the Available Filters subtab that has a Label.
D. A field in the Summary Criteria subtab.
A (The first field listed in the Available Filters subtab.)
Which custom record type setting prevents users from creating a new record in the user interface?
A. No Permission Required is selected
B. Enable Optimistic Locking is not selected
C. Allow Quick Add is not selected
D. Allow UI Access is not selected
D (Allow UI Access is not selected)
When enabled, which custom record type setting displays the user who created a record entry?
A. Show ID field
B. Show Owner on Record
C. Include Name field
D. Administrative Notifications
B (Show Owner on Record)
