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Salesforce Exam 1 > Exam 1 > Flashcards

Exam 1 Flashcards

1
Q

What should an administrator consider when configuring workflow rules? (2 answers)

A
  • Rules can be evaluated when records are created or edited
  • Rule actions can take place immediately or on a specific date
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2
Q

What feature allows a user to group campaigns within a specific marketing program or initiative?

A

Campaign hierarchy

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3
Q

When importing data, what happens if some records do NOT meet the data validation criteria?

A

Import process fails only for the records with invalid data

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4
Q

What are the valid organization-wide default options for the Account Object?

A

Private

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5
Q

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.

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6
Q

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 has not been added to the sales user profile
  • The record type has not been activated.
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7
Q

The VP of sales at universal containers requested that “Verbal Agreement” be added as a new opportunity stage. The Administrator added this new picklist value to. the stage field, but found that the new value was not available to. users. What should the administrator do?

A

Add the new value to the appropriate sales process

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8
Q

A user is having trouble logging into. Salesforce. The users login history shows that this person has attempted to. log in multiple times and has been locked out of the organization. How can the system administrator help the user log into. Salesforce? (2 answers)

A
  • Click reset password on the users record detail page.
  • Click unlock on the users record detail page
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9
Q

Which statement about the products and price books is true? (2 answers)

A
  • A product can have a different list price in different price books
    -A standard and list price for product can be listed in multiple currencies
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10
Q

What is a method for adding content to. Salesforce CRM content? (2 answers)

A
  • Chatter files
  • Libraries
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11
Q

Which chart type can be used to. display summary values from two. different levels of grouping in a report. (2 answers)

A
  • Stacked bar chart
  • Grouped line chart
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12
Q

What is the purpose of the ideas community? (2 answers)

A
  • To invite customers, partners, and employees to. submit ideas
  • To comment on and vote for ideas posted by other community members
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13
Q

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
  • Record Types
  • Support processes
  • Page layouts
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14
Q

When can a validation rule be used to prevent invalid data? (3 answers)

A
  • When records are edited and saved by a user
  • When records are submitted using web-to-lead
  • When records are imported
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15
Q

Which statement is true regarding an approval process? (2 answers)

A
  • An approval action defines the result of record approval or rejection
  • The approval history related list can be used to track the process
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16
Q

What can be transferred from one use to. another user during mass transfer of account records? (3 answers)

A
  • Open cases
  • Closed cases
  • Open activities
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17
Q

What level of access can be set when sharing a document folder with users? (2 answers)

A
  • Read-only
  • Read/write
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18
Q

What is the capability of the service cloud (customer) portal? (2 answers)

A
  • Customer can log, view, edit, and close their own cases.
  • The portal can be customized with corporate branding.
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19
Q

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

Define a role hierarchy where the US sales representatives roll up to. the US sales director

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20
Q

What must an administrator do when creating a record type?

A

Assign the record type to the appropriate profiles

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21
Q

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.

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22
Q

What should an administrator consider when setting up case feed?

A

Case feed replaces the standard case detail page by default

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23
Q

Which accounts are automatically synchronized on Salesforce classic?

A

All recently accessed accounts

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24
Q

What is an option when customizing a report? (3 answers)

A
  • Add a filter
  • Summarize fields
  • Add a grouping
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25
Q

What can an administrator configure for users on the search results? (3 answers)

A
  • Fields being searched on for each object.
  • Number of records displayed for each object.
  • Columns displayed for each object.
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26
Q

When using sharing rules, what can records be shared with? (2 answers)

A
  • Roles and subordinates
  • Public Groups
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27
Q

What item appears in a user’s My Unresolved items after synchronization (2 answers)

A
  • Contacts not assigned to. an account
  • Emails not associated to. a record
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28
Q

Universal containers set the organization-wide defaults for cases to. private. When a case is escalated, case ownership changes to. Tier 2 support agent. How can a system administrator give the sales operation team read/write access to. all escalated cases?

A

Create a criteria-based sharing rule

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29
Q

When case assignment rules are being setup, cases can be assigned to whom? (2 answers)

A
  • Queue
  • User
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30
Q

A time dependent action is placed in the work flow queue when the record is created. When will the action be removed from the queue? (2 answers)

A
  • When the record no. longer matches he rule criteria.
  • When the action is deleted from the workflow queue.
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31
Q

Universal Containers uses Web-to-Case to. convert support requests submitted through its website into. cases. The support team would like Salesforce to. automatically send an email containing password reset instructions to. the customer when the case subject contains the words “forgot” and “password”. What does the administrator need to. configure to. meet this requirement?

A

Auto-response rule

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32
Q

All of the following are true about Default Sales Teams EXCEPT:

A

A. Default Sales Teams are configured on a user record
B. Default Sales Teams may be added manually to an opportunity record
C. Default Sales Teams may be added automatically to an opportunity
D. Default Sales Teams may be added manually to an account record
Answer: A

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33
Q

How can knowledge articles be used? (2 answers)

A
  • To display for customer self-service
  • To resolve customer cases
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34
Q

What type of customization can be done on Activities? (Tasks and Events) (3 answers)

A
  • Workflow Rules
  • Custom Fields
  • Validation Rules
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35
Q

Universal container uses a private sharing model for opportunities. The sales team wants sales engineers to. be involved in specific Opportunities to. help sales representatives close deals faster. How can an administrator meet this requirement?

A

Add sales engineers to. opportunity teams.

36
Q

Which Option is available when using the process visualizer? (2 answers)

A
  • Share annotated approval process diagrams
  • View approval processes as a flow chart
37
Q

If two objects have a parent-child relationship, how can a user access the child record from the parent record?

A

Related list

38
Q

Universal Containers has two. business groups, products and services. Both groups will be using to. track deals, but different fields are required by each group. How should a system administrator meet this requirement? (2 answers)

A
  • Create two. record types
  • Create two. page layouts
39
Q

What is the purpose of the AppExchange? (2 answers)

A
  • Administrators can download and customize pre-built dashboards and reports
  • Customers can share and install apps published by Salesforce partners
40
Q

What option is available in when scheduling a dashboard refresh? (2 answers)

A
  • View and remove a scheduled dashboard refresh
  • Send a refresh notification to. users with access to. the dashboard.
41
Q

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.

42
Q

The administrator at universal containers will create a custom field to. track a specific Tier 2 support user on a case record. What data type should be used while creating this custom field?

A

Lookup relationship

43
Q

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

Manually share the record with the public group.

44
Q

Universal Containers needs to. synchronize data between sales force and an external financial system. How can a system administrator accomplish this?

A

Use an external ID field to. match records between systems

45
Q

Universal Containers wants to. automatically back up all the Salesforce data on a monthly basis. Which tool can a system administrator use to. meet this requirement?

A

Data export service

46
Q

A marketing user has received a file of leads to. import. What tool can be used to. avoid duplicate leads?

A

Import Wizard

47
Q

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

Cross-object formula field

48
Q

Which circumstances will prevent a system administrator from deleting a custom field?

A

The field is used in a page layout.

49
Q

What is the purpose of the service cloud (customer) portal? (2 answers)

A
  • To. provide Web self-service by exposing knowledge articles
  • To. allow customers to. log and check the status cases online
50
Q

What type of record access can an administrator grant (2 answers)

A
  • Read/Write only
  • Read-only
51
Q

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

Workflow rule

52
Q

What permission is set in a user’s profile? (3 answers)

A
  • Mass email
  • Run Reports
  • Object Permissions
53
Q

How can a sales user relate an opportunity to. a campaign? (2 answers)

A
  • Select the primary campaign source for the opportunity.
  • Use the campaign influence related list on the opportunity.
54
Q

A user at Universal container reports an error message when attempting to. log in. the administrator checks the user’s login history, but there is no. record of the attempted login. What could be cause of this issue?

A

The user is attempting to. log in with wrong username

55
Q

Which feature license can be assigned to. a user record in Salesforce (2 answers)

A
  • Knowledge user
  • Service cloud user
56
Q

Universal Containers wants to. create a custom object to. capture account survey data. Users must be able to. select an account from the survey record. Users also. need the ability to. view related surveys on the account record. How should the system administrator meet this requirement? (2 answers)

A
  • Create a lookup relationship field on the survey object.
  • Add the survey related list to. the account page layout.
57
Q

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

58
Q

Which setting can a system administrator enable in the user interface? (2 answers)

A
  • Printable list views
  • Related list hover links
59
Q

What relationship can be selected in a custom report type where accounts is the primary object and contacts is the related object?

A

Each account may or may not have related contacts.

60
Q

What does a page layout allow an administrator to. control?

A

The fields users see on detail and edit pages

61
Q

When the multiple currencies feature is enabled, which currency is used as the basics for all currency conversion rates?

A

Corporate currency

62
Q

What user interface setting must be enabled for users to. edit records in a list view? (2 answers)

A
  • Enhanced page layout editor
  • Inline editing
63
Q

A user profile has a login hour restrictions set to. Monday through A user profile has login hour restrictions set to. Monday through Friday 8am to. 5pm. It is Tuesday and it is now 5.01 PM. Which behavior of the application should the user expect?

A

The user will be logged out and any unsaved work-in-progress will be lost

64
Q

Sales representatives at universal containers should not be able to. create leads, delete their own accounts, or send mass emails. How can an administrator meet these requirements?
A. Modify a standard profile.

A

Create a custom profile.

65
Q

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.
  • Add customers to. private Chatter groups.
66
Q

Where can the multilingual solution search feature be enabled? (2 answers)

A
  • Public knowledge base
  • Self-service portal
67
Q

Universal Container wants to. ensure that users complete the standard industry field when creating a new account record. To. address the concern the administrator set the Industry field as required. However, some users are still able to. create a new account record without completing the Industry Field. What should an administrator do. to. troubleshoot the issues? (2 answers)

A
  • Verify the field-level security for the industry field is not set to. “Read Only” on the user profiles. - - Verify the industry field is set as required on all the account page layouts assigned to. the users
68
Q

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

Roll-up summary fields

69
Q

What can be done with a workflow field update action? (2 answers)

A
  • Change the record type of a record
  • Apply a specific value to. a field
70
Q

What standard object has a one-to-many relationship with the account object? (3 answers)

A
  • Opportunity
  • Contact
  • Case
71
Q

Universal Containers requires that the organization-wide default for opportunities be set to. public read/write. However, sales users are complaining that opportunity reports return too. many results, making it difficult to. find their team’s opportunities in the report results. How can the system administrator address this problem?

A

Use the show filter to. filter report results and reduce records returned

72
Q

What can be modified on standard object fields? (3 answers)

A
  • Label
  • Help text
  • Picklist Values
73
Q

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
  • Accounts
74
Q

What type of field allows users to. input text, images, and links?

A

Text area (rich)

75
Q

When converting a lead, how can an administrator capture custom lead data on the converted contact?

A

Map custom lead fields to. custom contact fields

76
Q

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 the workflow rule on opportunity object.

77
Q

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 using field-level security

78
Q

Which dashboard component can display data from the summary rows of reports? (2 answers)

A
  • Chart
  • Table
79
Q

What setting is controlled by a user’s profile? (3 answers)

A
  • Field level security
  • Record type assignment
  • Assigned apps
80
Q

Which is a feature of Chatter? (3 answers)

A
  • Feeds
  • Bookmarks
  • Recommendations
81
Q

Universal Containers currently assigns its users from the facilities and IT teams to. the same profile. Universal container recently created a custom object to. track company cars and wants only users from the facilities team to. have access to. this new object. How can an administrator meet this requirement?

A

Create a custom profile for users on the facilities team.

82
Q

The marketing team at universal containers wants to. send an email to. each lead received from its website. The country of the incoming lead should determine the language of the email that will be sent to. the lead. How can the system administrator automate this process?

A

Create a single email template and use the translation workbench to. translate and send the appropriate template

83
Q

Which statement is true if a custom fiscal year is enabled? (2 answers)

A
  • The custom fiscal year must be defined manually
  • The custom fiscal year setting CANNOT be disabled
84
Q

What tab setting on a profile makes a tab NOT accessible on the All Tabs page or visible in any apps?

A

Tab Hidden

85
Q

What should be considered when configuring the lead conversion process? (2 answers)

A
  • Standard lead fields are automatically converted into. account, contact and opportunity fields
  • Custom Lead fields can be mapped to. account, contact and opportunity fields

Salesforce Exam 1 (1 decks)

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