Prior Admin Test Q'S P1 Flashcards

1
Q

Which schedule type can be defined for a product? (Choose 2)

A) Revenue

B) Quantity

C) Forecast

C) Production

A

A & B

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2
Q

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

A) Use the campaign influences related list on the opportunity

B) Select the campaign record type when creating the opportunity

C) Select the primary campaign source for the opportunity

D) Use the campaign hierarchy related list on the opportunity

A

A & C

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3
Q

Universal Containers set the Organization-Wide Defaults for accounts to public read/write. The sales management team is importing a new set of account records and needs to limit access to them. Access should be restricted to the account owner and members of a public group. How can this be accomplished?

A) Create a sharing rule to grant access to members of the public group.

B) Manually share each account record with members of the public group.

C) Update the organization - wide defaults for accounts to private and create a sharing rule for the group.

D) Upgrade the role hierarchy and assign members of the group to a role at the top of the hierarchy.

A

C

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4
Q

Universal Containers is capturing a percentage discount directly on an opportunity record. Sales management needs to include the discounted opportunity amount in pipeline reports. How can the system administrator make the discounted amount available?

A) Create a formula field to calculate the discounted amount.

B) Create an auto-number field to calculate the discounted amount.

C) Create a cross object formula field to calculate the discounted amount.

D) Create a roll-up summary field to calculate the discounted amount.

A

A

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5
Q

Which setting can a system administrator control in the Salesforce user interface? (Choose 3)

A) Enable enhanced list views

B) Enable hover details

C) Enable spell checker

D) Enable Chatter for specific users

E) Enable customizable recent items

A

A, B & C

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6
Q

Sales Managers need to view and report on sales revenue across an entire company without having access to a custom object that tracks personal time-off request. Which permission should a system administrator enable in a custom profile to meet this requirement in a private sharing model?

A) Read for Accounts

B) View All for Opportunities

C) View All Data

D) Read for Opportunities

A

B

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7
Q

Universal Containers has set the organization-wide default settings for accounts to private. Amy and bob are on separate sales teams, but are assigned tot he same role in the hierarchy. Amy is a member of the “Sales West” public group and needs access to all accounts owned by Bob, a member of the “Sales East” group. How would an administrator grant Amy access to only Bob’s accounts?

A) Add Amy to the “Sales East” public group

B) Create a sharing rule between the “Sales West” and “Sales East” public groups

C) Add Amy to Bob’s default account team

D) Add Amy to the role above Bob in the role hierarchy

A

C

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8
Q

Which record type can be updated when converting a lead? (Choose 2)

A) An existing opportunity record

B) An existing custom object record

C) An existing account record

D) An existing contact record

A

A & C

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9
Q

A user profile has login hour restrictions set to Monday through Friday 8am to 5pm. The user logged in at 4:30 pm on a Tuesday and it is now 5:01 pm. Which behavior of the application should the user expect?

A) The user will be able to continue working and start new sessions

B) The user will be logged out and any unsaved work in progress will be saved

C) The user will be able to continue working, but will be unable to start any new sessions

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

A

D

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10
Q

Which functionality is available when customizing tasks? (Choose 2)

A) Roll-up summary fields can be created for tasks

B) Record types can be created for tasks

C) Recurring tasks can be assigned to more than one user

D) Validation rules can be created for tasks

A

B & D

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11
Q

What can an administrator assign to both Ideas and Answers?

A) Status

B) Categories

C) Sharing Rules

D) Workflow Rules

A

B

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12
Q

Which statement about formula fields is true? (Choose 2)

A) Formula fields are read-only on record detail pages

B) Formula fields can reference themselves in the formula

C) Formula fields can reference fields on a child object

D) Formula fields can reference fields on a parent object

A

A & D

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13
Q

Which statement about public groups is true? (Choose 2)

A) Public groups can be used when manually sharing a record

B) Public groups can be used in sharing rules

C) Public groups can be created by any user

D) Public groups allows users to delete personal accounts

A

A & B

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14
Q

Universal Technology sells software and consulting services. The software sales team uses a different set of sales stages than the consulting services team. How can a system administrator set up the process? (Choose 2)

A) Use a validation rule to prevent the software from access the services team’s sales process

B) Create a record type for each sales process and assign it to the appropriate profiles

C) Create a separate lead process for the software sales team and service sales team

D) Create a unique list of opportunity stage picklist values for each sales process

A

B & D

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15
Q

A system administrator at Universal containers incorrectly imported a set of records and needs to remove them from Salesforce. Which tool should the administrator use to complete the task? (Choose 2)

A) Excel Connector

B) Import Wizard

C) Mass Delete

D) Data Loader

A

C & D

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16
Q

A user receives an error message when attempting to login to Salesforce. What is the first step the Salesforce administrator should take to troubleshoot the problem?

A) Change the login IP ranges

B) Unlock the user

C) View the login history

D) Reset the password

A

C

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17
Q

What determines whether a user can create a new record using a specific record type?

A) Profile

B) Field level security

C) Page layout

D) Sharing

A

A

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18
Q

Universal Finance has segmented its customer base into two categories: High Wealth and Retirement. High Wealth accounts should be visible to High Wealth Sales team members only. Retirement accounts should be visible to all sales users. How can a system administrator meet this requirement?

A) Create a new profile for Retirement Sales team members and remove read access to High Wealth account records.

B) Set the organization-wide default sharing to public read-only and create a sharing rule to limit access to High Wealth accounts

C) Create a new record type for high Wealth accounts and share the record type with High Wealth sales team members

D) Set the organization-wide default sharing to private and create a sharing rule to share Retirement accounts with all Sales users

A

D

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19
Q

Which statement about Mobile Lite is true? (Choose 2)

A) It must be enabled by an administrator

B) It is available to customer portal users

C) It is available to users without a mobile license

D) It is available to partner portal users

A

A & C

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20
Q

A marketing user has received a file of leads to import into Salesforce. What is the best way to avoid duplicating records?

A) Validation rules

B) Import Wizard

C) Merge Leads Function

D) Data Loader

A

B

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21
Q

Which functionality is available when enhanced lists are enabled? (choose 2)

A) Create new records from a list view

B) Edit dependent picklists inline from a list view

C) Calculate the sum of a number field displayed in a list view

D) Edit multiple records directly from a list view

A

A & D

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22
Q

A marketing manager needs to view summary metrics across a set of related campaigns. How can this be accomplished?

A) Build a lead source report to summarize the campaign metrics

B) Establish the campaign influence between related campaigns

C) Create a campaign hierarchy and include the related campaigns

D) Create a cross object formula field to calculate summary metrics

A

C

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23
Q

What does the report type determine when a new report is created? (Choose 3) Whether the report will be tabular, summary, or matrix

A) Whether the report will be tabular, summary, or matrix

B) Whether the report can be displayed in a dashboard

C) The fields available to include in the report

D) The object included in the report

E) The default columns in the report

A

C, D & E

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24
Q

Which is a capability of Chatter files? (Choose 2)

A) Store Chatter posts in a Salesforce Content group

B) View a list of files shared with a Chatter group

C) Link a Salesforce Content library to a Chatter profile

D) Post files from a Salesforce Content library to a Chatter feed

A

B & D

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25
Q

Sales Representatives at Universal containers perform the initial steps in the lead qualification process and sales managers complete the final qualification steps. Universal Containers’ requirements are listed below. Sales managers can access all Lead status values. Sales Representatives cannot access the final two lead status values. How can a system administrator meet these requirements?

A) Create two separate lead process and record types

B) Use field-level security to restrict access to the lead status values

C) Create a validation rule to prevent lead conversion

D) Create two separate page layouts

A

A

26
Q

Universal Containers populates the industry field on each account record. The Vice president of sales would like the industry information on related opportunity records and updated when the value is updated on the account record. How can a system administrator meet his requirement?

A) Create a roll up summary field on the opportunity

B) Create a cross-object formula field on the opportunity

C) Create a cross-object formula field on the account

D) Create an account workflow rule with an opportunity field update

A

B

27
Q

How can a System Administrator restrict users from viewing certain fields in list views, searches and reports?

A) Set the field to hidden on the user profile

B) Remove the field from reports and list views

C) Set the field to hidden using field level security

D) Remove the field from the page layout

A

A

28
Q

Which is available when creating list views? (Choose 2)

A) List views can be filtered using AND, OR and NOT filters

B) List views can be filtered by tags

C) List views can be filtered by record owner profile

D) List views can be filtered by record ownership

A

A & D

29
Q

Universal Containers outsources its first tier of customer support to a partner. What can be used to identify all individuals who contribute to resolving a case?

A) Partner Roles

B) Sales Teams

C) Case Teams

D) Contact Roles

A

C

30
Q

What should be used to control a user’s ability to view a dashboard? (Choose 2)

A) Sharing Rules

B) Source Report folder access

C) Dashboard folder access

D) Dashboard properties

A

B & C

31
Q

What is a capability of the content delivery feature of Salesforce Content? (Choose 3)

A) Generates URLs for content files

B) Publishes content from Salesforce to a company’s website

C) Makes content available to recipients within and outside of Salesforce

D) Track how often content is viewed if downloaded

E) Tracks which recipients have viewed and downloaded content

A

A, C & D

32
Q

Universal Containers pushes an account number from an external accounting system into Salesforce. Sales users must be able to view the account number in Salesforce, but must not be able to modify it under any circumstances. How can a system administrator meet this requirement?

A) Remove the “Edit” permission on the account object for the sales user profile

B) Set the field-level security for account number to visible and read only for the sales user profile

C) Set the account number field to read-only on the page layout assigned to the sales user profile

D) Set the organization-wide default settings for accounts to read only

A

B

33
Q

When are workflow rules evaluated based on the order of execution? (Choose 2)

A) Before Apex Triggers

B) After validation rules

C) After escalation rules

D) After assignment rules

A

B & D

34
Q

Which functionality is available when using the data export service? (Choose 2)

A) Schedule a recurring export

B) Include the values for formula fields

C) Include attachments

D) Export a subset of records for a given object

A

A & C

35
Q

Which tool can automatically prevent duplicate records?

A) Import Wizard

B) Connect for Office

C) Excel connector

D) Data Loader

A

A

36
Q

Which statement about record types is true? (Choose 2)

A) Record types can be used to define picklist values available for a given field

B) The ability to create records of a specific record type is determined by the profile

C) Users cannot view records assigned to a record type their profile does not have access to

D) Record types can only be assigned to one profile at a time

A

A & B

37
Q

What automatically occurs when a custom field is deleted? (Choose 2)

A) The field is removed from the associated workflow rules

B) The field history tracking data is deleted

C) The field values are archived in the setup audit trail

D) The field is removed from the associated page layouts

A

B & D

38
Q

What is required to make a user an approver in the approval process?

A) The user must opt in to receive email alerts when an approval is requested

B) The user must have read permission for the object in the approval process

C) The user must be in the same role as the approval submitter in the role hierarchy

D) The user must be setup as a delegated approver

A

B

39
Q

How can a system administrator add users to a Salesforce organization using Chatter Free? (Choose 2)

A) Assign Chatter Free licenses to users outside the specified email domains

B) Create users in the organization and assign them a chatter free license

C) Enable invites to allow users to invite others within specified email domains

D) Assign Chatter Free licenses to existing Salesforce users

A

B & C

40
Q

Sales management at Universal Containers is requesting better visibility into specific types of sales deals. They need to be notified when opportunities worth a large amount are close to closing. They would also like to receive a list of opportunities that are still open past the close date. Which feature can a system administrator use to accomplish this? (Choose 2)

A) Opportunity Escalation Rules

B) Opportunity update reminders

C) Big deal alerts

D) Opportunity field history tracking

A

B & C

41
Q

Universal Containers has set the organization wide default sharing for accounts to public read/write. What can be used to limit access to these records?

A) Role hierarchy

B) Profile

C) Public Groups

D) Sharing Rules

A

B

42
Q

Sales representatives at Universal Containers need to view the number of open opportunities related to each account on the account record. How can a system administrator accomplish this?

A) Create a roll-up summary field

B) Create a new account record type

C) Create a lookup field from accounts to opportunities

D) Create a custom formula field

A

A

43
Q

When a lead is converted and an opportunity record is created, which other object is related to the new opportunity by default? (Choose 2)

A) Account

B) Case

C) Lead

D) Contact

A

A & D

44
Q

Who can cases be assigned to when case assignment rules are being set up? (Choose 3)

A) Case team

B) Contact

C) Partner Portal User

D) Queue

E) Internal Salesforce User

A

C, D & E

45
Q

Which functionality is available when solution categories are enabled? (Choose 2)

A) Ability to automatically assign a solution to all sub categories below the parent category

B) Ability to create solution category custom reports to find uncategorized solutions

C) Ability to control the visibility of specific solutions in the customer and self service portals

D) Ability to control the visibility of specific solutions in the Solutions and Cases tabs

A

B & C

46
Q

What can a system administrator customize for a partner portal without affecting the user interface for internal Salesforce users? (Choose 2)

A) Custom object tab names

B) Standard Field labels

C) Tab Colors and Fonts

D) Page Layouts

A

C & D

47
Q

Which automation tool will prevent a record from being created in Salesforce if the rule conditions are not met?

A) Validation rules

B) Escalation rules

C) Workflow rules

D) Auto-response rules

A

A

48
Q

Which step must a system administrator take before users can use the Salesforce for Outlook client? (Choose 2)

A) Assign users to Outlook configuration

B) Specify a user’s Outlook synchronization folders

C) Select syncing direction and conflict behavior

D) Run a first time synchronization for each user

A

A & C

49
Q

Sales executives at Universal Containers need to view a chart that displays opportunities grouped by stage and then by region. What chart type can a system administrator use to accomplish this?

A) Gauge

B) Bar

C) Funnel

D) Donut

A

B

50
Q

Which statement about report folders is true? (Choose 2)

A) Users with the “Manage Public Reports” Permission can create report folders

B) System administrators can access reports saved in user’s personal folders

C) Each user has a personal folder for email templates, reports and documents

D) Chatter Free users can access report folders but cannot see results returned in reports

A

A & C

51
Q

What is a valid relationship type between objects A and B when defining a custom report type? (Choose 2)

A) Each A record must have at least one related B record

B) Each A record must have exactly one related B record

C) Each A record does not have any related B records

D) A records may or may not have related B records

A

A & D

52
Q

Where can Salesforce Knowledge be accessed? (Choose 2)

A) Documents tab

B) Customer and Partner portals

C) Related list on case records

D) Chatter Knowledge tab

A

B & C

53
Q

The marketing team at Universal Containers is responsible for creating new leads and distributing them to different regional sales groups for qualification. How can a system administrator automate the process?

A) Create a queue for each regional group and a validation rule to enforce that the leads are assigned to the correct group

B) Create a queue for the marketing team and a workflow alert to notify the team each time a lead is assigned to the queue

C) Create a default sales team for each regional group and a lead assignment rule to route leads to the default sales team

D) Create a queue for each regional group and a lead assignment rule to route leads to the queues

A

D

54
Q

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

A) Move the opportunity reports into each users personal report folder

B) Update the sharing rules to limit access certain opportunities

C) Move the opportunity reports into a folder with restricted access

D) Use the “Show” filter to filter report results and reduce records returned

A

D

55
Q

A system administrator has created a formula field on a lead object to calculate a number. How can the numerical value be mapped to the account record upon lead conversion?

A) The lead formula field value can be mapped to a roll up summary field on the account record

B) The lead formula field can be mapped to a formula field on the account record

C) The lead formula field can be mapped to a standard field on the account record

D) The lead formula field value can be mapped to a number field on the account record

A

D

56
Q

How can a system administrator grant users access to dashboards? (Choose 2)

A) Share folders with Public Groups

B) Share folders with roles

C) Create and share data categories

D) Designate running users

A

A & B

57
Q

Regional sales users at Universal Containers sell to both business and consumer accounts. However, sales users are unable to use the set of stages that apply to consumer opportunities. How can a system administrator correct this problem?

A) Check for validation rule that restricts the visibility of the opportunity stage

B) Ensure that regional sales users are routing consumer opportunities to the appropriate approver

C) Remove all but one record type from the regional sales team profile

D) Assign the relevant record types and sales processes to the regional sales team profile

A

D

58
Q

When should a system administrator consider using the Salesforce AppExchange? (Choose 2)

A) When standard Salesforce functionality needs to be extended

B) To find answers to Salesforce application questions

C) When looking for pre-built custom applications and tools

D) To submit ideas for Salesforce application enhancements

A

A & C

59
Q

Which component can be included in a custom home page layout? (Choose 3)

A) Trending chatter topics

B) Dashboard components

C) Messages and alerts

D) Analytic snapshots

E) Pending approvals list

A

B, C & D

60
Q

Which option is available to a system administrator when managing passwords for Salesforce users? (Choose 3)

A) Admins can grant users the “password never expires permission”

B) Admins can enforce an all numeric password policy

C) Admins can reset passwords for all users at once

D) Admins can assign a password to a set of users

E) Admins can customize the message sent to locked out users

A

A, C & E