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Salesforce Admin Certfication > Salesforce 201 Admin Exam > Flashcards

Salesforce 201 Admin Exam Flashcards

1
Q

Which statement is true, as it relates to Multi-select picklist fields and field dependency?

A

multi-select fields can be dependent, but not controlling

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2
Q

To group several Campaigns together and assign one as the Primary or Parent Campaign, what must you create?

A

Campaign Hierarchy

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3
Q

When converting a Lead, you can create new records for up to three other objects, which are:

A

contact, account, and opportunity

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4
Q

Which Dashboard Components can display multiple groupings?

A

Funnel Chart, Pie chart and Donut chart

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5
Q

Your CIO has approached you with a request to integrate Salesforce with another system that is used for Human Resources data. A new field is needed on the Contact Object in Salesforce that will hold the corresponding unique ID field from the Human Resources system. Which of the following types of fields would be best to accommodate this request?

A

Text field with external ID checked

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6
Q

What is the proper Tab security setting so that a tab is not displayed in the All Items list, via the App Launcher?

A

Tab Hidden

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7
Q

Which sharing options are valid when sharing a Report Folder in Salesforce?

A

Public Groups, Roles, and Subordinates and Internal Users

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8
Q

When mass-transferring accounts, what other related records are also transferred at the same time?

A

Open Opportunities owned by current owners
Attachments
Cases
Open Activities

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9
Q

Sales Reps receive a 5% commission on all Opportunities that are closed/won. You need to add new fields on the Opportunity to calculate and show both the Commission Amount owed to the Sales Rep, along with the Remaining Amount that will go to the Company. What type of field can accommodate both of these values?

A

Formula field with return type of currency

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10
Q

When you use Outlooki Integration and Sync or Email to Salesforce to sync items or add emails from your email app to Salesforce, any items that these features can’t automatically assign to Salesforce records appear in My Unresolved Items. Which of the following types of items will appear in the My Unresolved Items list?

A

Contacts, Event, Tasks and Emails

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11
Q

How can you restrict users from seeing certain fields in searches, reports and list views?

A

Set the field hidden at the profile level

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12
Q

You were previously asked to add an additional selection to the standard Case Status picklist field. Users are reporting that this new field is not available for them to select. Where in Setup would you go to troubleshoot this issue?

A

support processes

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13
Q

There is a recurring problem of Opportunity stages being set back and forth repeatedly. The desired progression is for Opportunities to progress forward until closing as either won or lost. You have no record of who is making these changes, or when these stage changes are occurring. As an initial step for troubleshooting this issue, what should you do?

A

Set field history tracking on stage field

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14
Q

When creating a new Sharing Rule, which of the following are valid selections you can make when you select the users to share with

A

Roles, Roles and Subordinates and Public Groups

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15
Q

The Service Manager has requested that your name as the Administrator no longer appear as the user that is performing case automation updates to Case records, such as from changes that were triggered by Assignment Rules and Escalation Rules. They would like for the User of record for those changes be attributed to a generic system user account. Where would you change the Automated Case User field to fulfill this request?

A

Support Settings

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16
Q

You need to capture additional custom Lead information onto Contact records during the Lead Conversion Process. Which type of field mapping are you able to do in Salesforce in order to accomplish this?

A

Map custom Lead fields to custom Contact fields

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17
Q

The VP of Customer Success has asked that a new change be made to the Case Closure process, specifically for Cases with a Tier 2 Record Type. Whenever these Tier 2 cases are closed, they would like to have a Confetti celebration appear on screen for the support rep who closed the case in Salesforce.

A

Create a path with confetti celebration when status equals closed for cases with a record type of tier 2 and then add path component lightning to the page layout

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18
Q

The Vice-President of Sales has asked you to create a report that returns only Accounts that have Opportunities. What type of Report Filter would you use to accomplish this?

A

cross filter

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19
Q

What are the common Matching Methods that can be used in Matching Rules?

A

Fuzzy and Exact

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20
Q

Which type of field is a read-only field that displays the sum, minimum, or maximum value of a field in a related list or the record count of all records listed in a related list?

A

Roll-up Summary

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21
Q

When should you, as a System Administrator, consider using the AppExchange?

A

when salesforce standard functionality needs to be extended for features that are beyond either your time or ability to create

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22
Q

Which of the following is a valid definition of what a Custom Report Type is?

A

Defines the set of records and fields available to a report based on a relationship between a primary object and it is related objects

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23
Q

Which Salesforce feature can be utilized to assign limited admin privileges to users in your org who aren’t administrators?

A

Delegated Administration

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24
Q

Where can Salesforce Knowledge be accessed?

A

communities

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25
Q

When mapping fields for the Lead conversion process, which other objects can you map fields to in Salesforce?

A

Opportunity, Contact, Account

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26
Q

A Metric Dashboard Component is defined as which of the following?

A

Displays the grand total of a report, along with a label you entered

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27
Q

The four valid new action types that can be invoked immediately, or on a time-based basis from a workflow rule are:

A

New task, new email alert, new field update, new message outbound

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28
Q

Which of the following functions can be performed in Chatter?

A

Follow a user
Follow an Account record
at ‘mention a user

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29
Q

How do you enable multiple currencies in Salesforce?

A

enable multiple currencies from the company information page

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30
Q

Which Salesforce Lightning feature is used to provide guidance to users inside of a Salesforce application

A

In-App Guidance

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31
Q

Which of the following items are considered Activities in Activity Management for Salesforce?

A

Emails sent from Salesforce
Events
Calls you log
Tasks

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32
Q

When creating a Lookup field that is not required, what are the three valid behavior options you can specify if the lookup record is deleted?

A

Clear the value of the field
Do not allow deletion of the lookup record that is part of a lookup relationship
Delete this record also

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33
Q

You have received a list of 25,000 lead records, which you suspect contain a high percentage of duplicate records. What is the best tool to use to import these records, and avoid introducing duplicates into your system?

A

Data Import Wizard

34
Q

What do you change on a user record to change the language that they see in their Salesforce interface?

A

Language

35
Q

Generally speaking, as it relates to the Security Model in Salesforce, Sharing Rules are used in order to:

A

Open additional access

36
Q

You have specified Trusted IP Ranges in your Salesforce org. What happens when a user tries to log in from an IP address that is outside of the Trusted IP Ranges that you have set??

A

The user receives a login challenge for verification of their identity, such as a code sent to their mobile

37
Q

Your org has set the organization-wide default for Opportunities to Public Read/Write. Your Sales Reps are complaining that the reports they see contain all opportunities for the entire company. They would like these reports to only display opportunities that they actually own.

A

customize the report and change the filter setting to include opportunities

38
Q

You have been asked to update your organization’s password policies to heighten security by making them more complex. Which of the following Security settings in Salesforce would you adjust to update your organization’s password policies?

A

profiles

39
Q

The Marketing Manager would like to see a quicker response time for inbound Leads. Another problem is that all of the Leads are automatically owned by the Marketing Manager, who wants this ownership to instead go to his group of Lead Qualifiers. What should you create to accommodate this request? (

A

Create a Lead Qualifier queue and add the appropriate users to the queue
Create lead assignment rule to assign ownership of new Leads to queue

40
Q

You have been asked to convert an existing Multi-Select Picklist to a Picklist field.
What would be a negative consequence of fulfilling this request?

A

Data loss

41
Q

Due to new GDPR regulations, you need to allow your external Salesforce users to deactivate their own accounts. Where would you enable this feature?

A

User management Settings

42
Q

Which statement is true, as it relates to Checkbox fields and field dependency?

A

checkbox fields can be controlling, but not dependent

43
Q

What types of schedules can be set for a product in Salesforce?

A

Revenue and quantity

44
Q

Which Security feature is used to set Login Hours for Users

A

profile

45
Q

Your company wishes to back up all of its Salesforce records on the first day of each month. Which built-in service provided by Salesforce can accommodate this?

A

Data export

46
Q

The Human Resources Director needs the Heads of each Department to be able to edit Time Off Requests, which is a Custom Object in your Salesforce organization. The Heads of these Departments each belong to different Profiles in Salesforce, and yet they need the ability to edit Time Off Requests to be extended to them. What is the best option for accomplishing this requirement?

A

Create a new permission set and enable edit permission on the times off object, then assign department head users to the new permission set

47
Q

Which mechanism can you use to see all converted leads in your Salesforce or

A

Leads with converted lead information report

48
Q

Before you perform an Upsert using the Data Loader and match against Email addresses, what can you do in your Duplicate Rules to help filter out potential duplicates into an Error file?

A

make sure Alert checkboxes are checked for operations on create and operations on edit in your standard Lead duplication

49
Q

Which report format allows you to group and summarize data by both rows and columns?

A

matrix

50
Q

Where do you signify if a user is a Service Cloud user?

A

user record

51
Q

The Sales Manager has made a fundamental change to how revenue is attributed to Salespeople. They would like to enable the opportunity owner to be able to credit team members with a percentage, based upon their level of helping close deals and receive a percentage. Which Salesforce feature would you enable and configure in order to satisfy this new requirement?

A

opportunity splits

52
Q

Which user is listed in the Case History related list when automated case actions occur in Salesforce, such as assignment rules, escalation rules, created via web-to-case, etc?

A

Automated case user

53
Q

Which Report Formats are valid formats in Salesforce

A

Matrix, Summary, Tabular and Joined report

54
Q

The Sales Director has asked for a new field on Opportunities called Reminder Date. The Reminder Date field should display what the date would be 7 days prior to the date that is entered in the Close Date field on an opportunity. What type of field should you create to accomplish this request?

A

Formula field with a return type of date

55
Q

What type of object facilitates a many-to-many relationship in Salesforce?

A

junction object

56
Q

You have been tasked with disabling access to a custom application for a group of Salesforce users. Where in Setup would you make this change?

A

profiles

57
Q

What setting on the User record determines whether a user can create a new record using a specific Record Type?

A

profile

58
Q

Which of the following are valid ways in which a Task can be created in Salesforce?

A

Manual creation
created from an approval process
created from a workflow

59
Q

It’s being reported that your Sales Reps are failing to assign a Contact Role to Opportunities that have an associated Contact. Which Process Automation tool could be leveraged to automate the Contact Role assignments in this scenario?

A

process builder

60
Q

A user reports that their ability to create Contact records for a specific Record Type has been removed. You should check the user’s

A

profile

61
Q

You may import existing information into Salesforce Knowledge by performing a few key steps, such as preparing articles for import, creating a csv file for article import, set the article import parameters, and finally you need to do which of the following steps to complete your import.

A

Create an article, zip file and upload it to Salesforce knowledge

62
Q

You find yourself needing to delete a thousand Lead records that were imported in error. Which Data Management solution could you utilize to accomplish this?

A

Data Loader and mass delete Leads link

63
Q

The Director of Client Services has asked you to update a Monthly Revenue Report, so that the report is automatically emailed to a Public Group on the first day of each new Month. What would you do to accomplish this?

A

Go the report and click the Run Report dropdown and select schedule Future Runs, to set the scheduling and delivery of the report

64
Q

This type of field is a special lookup relationship available only on the User object, which enables using a lookup field to associate one user with another user record. For example, you can create a this type of field to store a user’s direct manager. What is this type of field called?

A

Hierachical Relationship

65
Q

Which of the following are valid ways to make a field Read-Only?

A

Set the field to Read-Only in the Page Layout

Set the field to Read-only in the field Level Security

66
Q

You have been tasked with changing the Compact Layout for Campaign records. Which two steps must you do to accomplish this requirement?

A

Create a new compact layout on the campaign object, and then change the compact layout assignment to the new contact Layout

67
Q

The Director of Sales has asked for a change to the Opportunity Stages that are available to users. New opportunities are worked by Junior Sales Reps, who should only be granted access to the first three Stages (Stage 1, 2 and 3) on Opportunity records. The new requirement calls for only Senior Sales Reps to have access to the final two Opportunity Stages (Stage 4 and Stage 5), as they are the ones tasked with closing the deals once an opportunity has completed the first three stages. How would you meet this requirement?

A

Create two separate sales processes and two opportunity Record types

68
Q

Independent Software Vendors (ISVs) create applications that you can install into your own Salesforce organization to further extend the platform. What is this App Store for Salesforce called?

A

app exchange

69
Q

What does a controlling field dictate in a field dependency?

A

the values that display in the dependent field

70
Q

This newer Sales and Productivity Feature is available in Lightning Experience, and provides users with Key Fields and Guidance for Success at the top of the page layout, which may be modified with each stage of an opportunity.

A

sales path

71
Q

Which is not a valid component of chatter

A

Location

72
Q

Website visitors fill out a web-to-case form on your company’s website to submit a new case. The Support Manager has requested that these cases be automatically assigned to one of three queues, based on the country in which the case submitter resides. What Service and Support feature can be used to fulfill this request?

A

Assignment rules

73
Q

On which object is a Master-Detail Relationship established?

A

detail

74
Q

You have been asked to add a new field on the Case object that displays the number of days a case was open. What type of field would you create to accomplish this?

A

A formula field with a return type of number

75
Q

What mobile application can you use to access the latest Release Notes from Salesforce and quickly perform common Administrative tasks, such as resetting user passwords?

A

SalesforceA

76
Q

Which statement is true regarding Record Types?

A

All of the above

77
Q

The VP of Sales has requested that the ability to predict sales revenue and quantities from the opportunity pipeline be configured in Salesforce. Which Sales Cloud feature would you configure to fulfill this request?

A

collaborative forecasts

78
Q

When creating a Custom Report Type, which are valid relationship options to choose between objects A and B? (select 2)

A

Each “A” recored must have at least one related “B” record

“A” records may or may not have related “B” records

79
Q

When creating a Custom Report Type, which are valid relationship options to choose between objects A and B? (select 2)

A

custom report type

80
Q

Your Salesforce organization uses Chatter extensively. A common complaint among your users is that they find it difficult to keep up to date with all of the Chatter posts and they are requesting a way to organize and categorize Chatter feed posts across records they follow, people, groups and various other combinations. What can be created in Chatter to facilitate this functionality?

A

streams

81
Q

Which statement is true about Report Folders?

A

Users with Manage Public Reports permission can create uproot folders

Salesforce Admin Certfication (1 decks)

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