Salesforce Adm-201 Flashcards
What is Sales Force? (Check all that apply) A. Sales Force Automation B. Marketing Automation C. Customer Support Management D. Campaign Management
A. Sales Force Automation
B. Marketing Automation
C. Customer Support Management
Partners Portal: User log-in to web portal rather than through Salesforce.com portal?
A. True
B. False
A. True
Calendar and Task activities are both tasks and scheduled calendar events?
A. True
B. False
A. True
Inline editing updates the field when A. The field is saved/updated B. When the record is saved/updated C. When the return key is pressed D. None of the above
B. When the record is saved/updated
List view can (Choose all that apply)
A. Show up to 2000 records in the record count display
B. Print up to 1000 records in print view
C. Be enabled and disabled by individual users
D. Print list can be exported to excel
A. Show up to 2000 records in the record count display
B. Print up to 1000 records in print view
A company that uses custom fiscal year: A standard forecast option is unavailable. Administrator will have to build a custom forecast for the same
A. True
B. False
A. True
Which are the following components of a profile (Check all that apply) A. Page Layout B. Field Level Security C. Record Type D. Roles
A. Page Layout
B. Field Level Security
C. Record Type
Which of the following is true that can cause data loss when an existing custom field is changed? (Check all that apply)
A. Changing to or from type Date or Date/Time
B. Changing to Number from any other type
C. Changing to number from Percent
D. Changing to one Currency from any other currency type
A. Changing to or from type Date or Date/Time
B. Changing to Number from any other type
What is the number of values allowed in dependent picklist? A. 10 B. 100 C. 300 D. 500
C. 300
A custom multi-select picklist can be a controlling field for a dependent field?
A. True
B. False
B. False
What statement is true regarding a custom field formula
A. Not reference standard, custom, or other objects
B. Can contain formulas up to 4000 character
C. 4000 character is the limit on the compiled size of the formula
D. Formula can reference themselves
C. 4000 character is the limit on the compiled size of the formula
Formula cannot reference any field that is restricted by Field level security
A. True
B. False
B. False
You can map a custom lead field to only one of the following objects at a single instance (check all that apply)? A. Account B. Contacts C. Cases D. Opportunities
A. Account
B. Contacts
D. Opportunities
Record types are used to implement custom business processes by associating them to specific A. Objects B. Page Layouts C. Records D. Campaigns
B. Page Layouts
Field-level security cannot be used to make a field required.
A. True
B. False
A. True
Page Layout can be used to make a filed required. Field level security controls the Read/Write/Read-Only access for the fields.
Users can be restricted to view a particular field in views, searches and reports by hiding the field at A. Page Layout B. Field Level Security C. User Profile D. None of the Above
B. Field Level Security
If Phil is promoted from a Sales Associate to Senior Sales Exec, and the new sales associate is appointed to take Phil’s responsibilities. What are the appropriate steps to transfer Phil’s account to the new associate?
A. Overwrite Phil’s User Profile with the new associates information and create a new profile for Phil.
B. Create a new profile for Phil as well as new associate. Deactivate Phil’s profile with Sales Associate role and transfer all the accounts, opportunities and leads to the new associate.
C. Associate the new role to Phil’s existing profile and Transfer all the accounts, opportunities and leads to the new associate.
D. None of the above
B. Create a new profile for Phil as well as new associate. Deactivate Phil’s profile with Sales Associate role and transfer all the accounts, opportunities and leads to the new associate.
It is possible for a user to own a record and not see it.
A. True
B. False
A. True
It is possible for a user to own a record and not see it if they dont have the Read Permission on the object.
A role has many to many relationship with users
A. True
B. False
B. False
Since a user may be associated with one role, hence role has one to many relationship
Which of the following statements is/are true for sharing rules? (Check all that apply)
A. Sharing rules should be used when a user or group of users needs access to records not granted them by either role hierarchy or organization wide defaults
B. Sharing rules apply only to new records owned by specified role or group member
C. When you transfer records from user to another, the sharing rules are removed during the transfer.
D. You cannot change the specified groups or roles for sharing rules.
A. Sharing rules should be used when a user or group of users needs access to records not granted them by either role hierarchy or organization wide defaults
D. You cannot change the specified groups or roles for sharing rules.
When you transfer records from one user to another, the sharing rules are reevaluated to add or remove access to the transferred records as necessary.
Sharing rules apply to all new and existing records owned by the specified role or group members
You can edit the access levels for any sharing rule. You cannot change the specified groups or roles for the rule.
What are different Types of Sharing Rules? (Check all that apply) A. Case Sharing Rules B. Lead Sharing Rules C. Solution Sharing Rules D. Campaign Sharing Rules E. Custom Object Sharing Rules
A. Case Sharing Rules
B. Lead Sharing Rules
D. Campaign Sharing Rules
E. Custom Object Sharing Rules
Case Sharing rules is based on who owns the case. Set default sharing access for individual cases and associated accounts. Solutions are shared from cases.
Lead sharing rules are based on who owns the lead. Set default sharing access to individual leads
Campaign Sharing rules based on who owns the campaign. Set default sharing access for individual campaigns.
Custom Object sharing rules based on who owns custom objects. Set default sharing access to individual custom object records.
Adding a user to the sales team group will give access to opportunity records that was previously a restricted account.
A. True
B. False
B. False
In order for a sales team member to be granted access to an opportunity record, they must also have at least Read Only access to the account record associated to the opportunity.
Users with access to opportunities as sales team members cannot extend sharing for those records
A. True
B. False
A. True
Which statement is/are False for Folders (Check all that apply)
A. Access is defined either as Read or Read/Write
B. Access to folders does roll-up through role hierarchy
C. The document tab contains a control version capability
D. Access to folders does not roll-up through role hierarchy
B. Access to folders does roll-up through role hierarchy
C. The document tab contains a control version capability
The size limit for documents uploaded is: A. 1 Megabyte B. 3 Megabyte C. 5 Megabyte D. 25 Megabyte
C. 5 Megabyte
Author and the owner have same access to the document
A. True
B. False
C. Neither True nor False
B. False
Choosing the author for a document does NOT affect access to the document. Author does NOT act like the owner of a record
What statement is/are true for Account teams (Check all that apply)
A. Account teams share roles with the sales teams on opportunities. If you remove an account team role, that role will no longer be listed as an opportunity sales team role
B. Disabling account teams removes all account teams from all accounts but does not removes the page layout
C. Account Team related list from all page layouts Depending on your sharing model, you can specify the level of access each account team member will have to the account and any opportunities associated with that account. So, you can give some team members read-only access and others read/write access
D. Account teams are not available in professional edition
A. Account teams share roles with the sales teams on opportunities. If you remove an account team role, that role will no longer be listed as an opportunity sales team role
C. Account Team related list from all page layouts Depending on your sharing model, you can specify the level of access each account team member will have to the account and any opportunities associated with that account. So, you can give some team members read-only access and others read/write access
D. Account teams are not available in professional edition
Disabling account teams removes all account teams from all accounts and removes the Account Team related list from all page layouts.
Workflow Rules Consist of the following components A. Workflow Task B. Workflow Outbound Message C. Workflow Field Updates D. Workflow Actions E. Workflow Email Alerts
A. Workflow Task
B. Workflow Outbound Message
C. Workflow Field Updates
E. Workflow Email Alerts
Workflow cannot be triggered upon import.
A. True
B. False
B. False
When importing data, user creates new records and hence it is able to trigger the workflow.
What statements is False for a workflow task
A. To assign tasks to multiple users, create multiple tasks as outcomes of the rule
B. A single task can be assigned to multiple users
C. The due dates for workflow task is based on number of calendar days, The rule fails to recognize only working business days by default
D. Historical tracking is allowed for workflow task
B. A single task can be assigned to multiple users
The maximum number of time trigger actions are A. 10 B. 20 C. 30 D. 40
D. 40
Can a delegated approver revoke a previously approved process?
A. Yes
B. No, once the request is approved only administrator can revoke the approval process
A. Yes
Multiple Approvers have received your request for approving a discount that was invoked by the approval process? Approver A rejects your request. Approver B accepts your request after Approver A rejects it. Is your request approved or denied. (Assume you need only one person to approve out of all the approvers)
A. Approved
B. Denied
C. Approval process is revoked
D. Approval changes to pending stage due to conflict within approvers
B. Denied
Records can be approved or rejected based on the first response to the approval request.
Which of the statements is/are true for data validation
A. Data Validation can enforce data integrity as well as make a field required in the page layout
B. Data Validation can prevent duplication of records
C. Data Validation run on the client machine after the user clicks the Save button
D. Data Validation rules are not enforced when using API & import operations
E. Validation rules can be activated / deactivated by the user
A. Data Validation can enforce data integrity as well as make a field required in the page layout
B. Data Validation can prevent duplication of records
Data Validation runs on server after the user clicks the save button
Data validation rules are executed for API & Import operations
Validation rules can be activated / deactivated by the admin
Recycle bin houses deleted data for how many days A. 30 B. 60 C. 90 D 120
A. 30
File attachments, document tabs, and sales force content count towards Data Storage
A. True
B. False
B. False
What is conditional highlighting for reports
A. You can set conditions that when met will report the calculated fields
B. Set thresholds for report analysis
C. Lets you make calculations on custom fields
D. None of the above
B. Set thresholds for report analysis
You can use conditional highlighting for summary and matrix report only
A. True
B. False
A. True