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
The running user doesn’t override the sharing role while allowing users to see high-level sales data for everyone, not just their own
A. True
B. False
B. False
Choose the correct Dashboard components A. Charts B. Graphs C. Tables D. Metrics E. Gauge
A. Charts
C. Tables
D. Metrics
E. Gauge
Who can view campaigns? A. Administrator B. Administrator and Marketing Users only C. Marketing User only D. All users
D. All users
Which statements are true for the integrated campaign builder.
A. Cannot filter views by more than one campaign at a time
B. The maximum number of Leads/Contacts that can be added from a report at one time is 50,000
C. The maximum number of Leads/Contacts that can be added from the wizard at one time is 250
D. Can add converted leads to a campaign
E. Integrated Campaign Builder views are not exposed through the Force.com API
A. Cannot filter views by more than one campaign at a time
B. The maximum number of Leads/Contacts that can be added from a report at one time is 50,000
C. The maximum number of Leads/Contacts that can be added from the wizard at one time is 250
E. Integrated Campaign Builder views are not exposed through the Force.com API
Campaigns and opportunities have many to many relationships?
A. True
B. False
A. True
How many lead assignment rules can be active at one time? A. One B. Two C. Eleven D. Twenty-Three
A. One
Which of the statements are true for Cases
A. Manually entering the case received from an email
B. Automatically generated by an email or website form
C. Can be assigned only automatically by rule assignment however it can be reassigned manually at later time
D. Associated to Contacts and Accounts
A. Manually entering the case received from an email
B. Automatically generated by an email or website form
D. Associated to Contacts and Accounts
A virtual storage that can be used to group on criteria such as skill requirements, product categories, customer types or service levels is called a A. Case Queue B. Case Assignment Rule C. Solutions Queue D. None of the above
A. Case Queue
The number of business hours that can be set for the organization to operate: A. 10 B. 20 C. 30 D. Unlimited
D. Unlimited
As a system administrator you can create page layout in the console and assign it to profiles.
A. True
B. False
A. True
When you delete a product, the opportunity associated with that product will be suspended until further action is taken.
A. True
B. False
B. False
According to SalesForce, console is not for occasional users of SalesForce. The console is best set up for users who view SalesForce for 3 or more hours a day.
A. True
B. False
A. True
What is a roll-up summary field?
A. A roll-up summary fields lets you rollback the data that was changed last week.
B. The roll-up summary field is a custom field that aggregates child record information in to parent record
C. The roll up summary field is only accessible via API.
D. The roll up summary field gives you a summary of the data type and object relationship
B. The roll-up summary field is a custom field that aggregates child record information in to parent record
Suppose a record is created on July 1st that meets time-dependent workflow criteria. It has a Close Date set to July 30th and the time-dependent action is scheduled for July 23rd. What happens if the record is modified before the 23rd and the modified record no longer matches the rule criteria?
A. The time-dependent workflow will executed.
B. Salesforce does not remove the time-dependent actions queued for that record.
C. Salesforce removes the time-dependent actions queued for that record.
D. None of the above
C. Salesforce removes the time-dependent actions queued for that record.
Identify functionality that use Mini-Page Layouts. (for example, Recent Items) (Check all that apply) A. Help Text B. Look-up Hovers C. Data Summary D. Salesforce Console
B. Look-up Hovers
D. Salesforce Console
What are the storage limits for EE?
A. 1 GB Data Storage & 1 GB File Storage or 120 MB Data Storage & 100 MB File Storage per User
B. 1 GB Data Storage & 1 GB File Storage or 20 MB Data Storage & 100 MB File Storage per User
C. 200 MB Data Storage & 1000 MB File Storage per User
D. 2GB Data Storage & 4GB File Storage
B. 1 GB Data Storage & 1 GB File Storage or 20 MB Data Storage & 100 MB File Storage per User
What is the maximum number of members that can be added to a campaign using the wizard? A. 150 B. 175 C. 200 D. 250
D. 250
Which of the follwing date objects affect customized forecasts? (Check all that apply) A. Opportunity Close Date B. Product Date C. Opportunity Creation Date D. Schedule Date
A. Opportunity Close Date
B. Product Date
D. Schedule Date
Letterheads, Public Templates, HTML Templates can be defined in Salesforce.
A. True
B. False
A. True
How many custom fields can you have per object in EE? A. 500 B. 1000 C. 50,000 D. Unlimited
A. 500
What properties are inherited in the console view (choose 3)? A. Related Objects B. Field Level Security C. Related Lists D. Record Types
B. Field Level Security
C. Related Lists
D. Record Types
What is the daily limit for email sends per day per org? A. 100 B. 1000 C. 10000 D. 100000
B. 1000
How many apps can you install?
A. 15 for PE and 100 for EE (also take custom tab and object limits into consideration).
B. 25 for PE and 10 for EE (also take custom tab and object limits into consideration).
C. 5 for PE and 10 for EE (also take custom tab and object limits into consideration).
D. 5 for PE and 100 for EE (also take custom tab and object limits into consideration).
C. 5 for PE and 10 for EE (also take custom tab and object limits into consideration).
Partner User, System Admin, Solution User, Contract User, Marketing User, Standard User, Read-Only are all standard profiles.
A. True
B. False
A. True
List the commonly used API calls (Check all that apply) A. Query B. Select C. Upsert D. Create
A. Query
C. Upsert
D. Create
How many Account or Contact records can a standard user import per session? A. 250 B. 300 C. 500 D. 10000
C. 500
Which are functions of the Data Loader? (Choose all that apply) A. insert B. upsert C. delete D. update
A. insert
B. upsert
C. delete
D. update
Sending an email to a customer from the Case does not reset the case escalation.
A. True
B. False
A. True
What does a profile control? A. Tabs, permissions, login hours and IP, page layouts, record types, field level security B. Page layout and Field Level Security C. Role Definitions D. Group Role Definitions
A. Tabs, permissions, login hours and IP, page layouts, record types, field level security
Jump Start Wizard only allows for a single approver
A. True
B. False
A. True
Standard Approval Process Wizard allows for multiple approvers.
List and describe the different Salesforce applications (Check all that apply) A. Sales B. Integrator C. Partner Portal D. Ideas
A. Sales
C. Partner Portal
D. Ideas
Mobile access is not available in EE.
A. True
B. False
B. False
Mobile access IS available in EE at extra cost.
Case Teams is where one would go to get information on the Sales team.
A. True
B. False
B. False
If a user wants to know what other users and their roles are associated to a customer issue, the user would go to Case Teams.
If your Marketing team needed to add 10,000 existing leads to a campaign at one time, which method can be used? (Check all that apply)
A. The maximum number of Leads/Contacts that can be added from the wizard at one time is 250 (250/list page).
B. The maximum number of Leads/Contacts that can be added from the wizard at one time is 500 (500/list page).
C. The maximum number of Leads/Contacts that can be added from a report at one time is 50,000.
D. None of the above
A. The maximum number of Leads/Contacts that can be added from the wizard at one time is 250 (250/list page).
C. The maximum number of Leads/Contacts that can be added from a report at one time is 50,000.
SaaS is a software delivery model in which software and its associated data are hosted centrally (typically in the (Internet) cloud) and are typically accessed by users using a thin client, normally using a web browser over the Internet.
A. True
B. False
A. True
Conditional highlighting is an analytic enhancement. This feature allows you to customize your reports by showing visual highlights for analysis. This feature is accessible in the reporting wizard. To use this feature do the following:
1. Select the field that you want to analyze in your report.
2. Define the “Low Color”.
3. Define lower threshold and “Mid Color”.
4. Define upper threshold and “High Color”.
5. View report.
This feature works for any quantified field (number, percent, etc.), and is also available in dashboards. Limitations/Considerations:
1. Only 5 conditions maximum per report.
2. Conditional Highlighting only applies to summary rows.
3. Available for numerical analysis only.
4. First condition is =
A. True
B. False
B. False
All true except “Only 5 conditions maximum per report”; Only 3 conditions maximum per report.
How many custom fields can you have per object in UE? A. 200 B. 500 C. 1000 D. Unlimited
B. 500
Who can import data for all users?
A. Only Administrators
B. Only users with a special role
C. Administrators or any user with Modify All Data permissions in their profile
D. Any user with Modify All Data permissions in their profile
C. Administrators or any user with Modify All Data permissions in their profile
Describe the differences between immediate and time-dependent Workflow actions
A. A time-dependent workflow can be triggered (x)hours AFTER a specific value in either a date field or in a time/date field. Time-dependent workflows are always processed in a queue.
B. There is no difference between immediate and time-dependent workflow actions. Users can choose at their discretion.
C. A time-dependent workflow can be triggered (x)hours or days BEFORE or AFTER a specific value in either a date field or in a time/date field. Time-dependent workflows are always processed in a queue.
D. None of the above
C. A time-dependent workflow can be triggered (x)hours or days BEFORE or AFTER a specific value in either a date field or in a time/date field. Time-dependent workflows are always processed in a queue.
When can inactive assignment rules be run on leads? A. During Lead mass deletion B. During Lead import C. During Lead export D. During Lead transfer
B. During Lead import
What is the file storage limit in Salesforce? A. 5 MB B. 200 MB C. 1 GB D. Unlimited
C. 1 GB
Customer Portal is free in Unlimited Edition.
A. True
B. False
B. False
What objects have application Import Wizards?
A. All objects except Custom Objects
B. Accounts, Contacts, Leads, Solutions
C. Accounts, Contacts, Leads, Custom Objects or Solutions
D. All objects except Custom Objects and Solutions
C. Accounts, Contacts, Leads, Custom Objects or Solutions
Who can submit an idea to Salesforce.com IdeaExchange?
A. Anyone who has a log in to IdeaExchange
B. Salesforce employees
C. Salesforce.com users
D. Salesforce.com partners via partners portal
A. Anyone who has a log in to IdeaExchange
What is the difference between a workflow rule and an Approval Process?
A. Approval Processes are manually submitted to be activated while workflow rules are automated.
B. Workflow Rules are manually submitted to be activated while Approval Process are automated.
C. Approval Processes are manually or automatically submitted to be activated while Workflow rules are manually submitted.
D. Workflow Rules are automatically submitted to be activated while Approval Processes are manually submitted.
A. Approval Processes are manually submitted to be activated while workflow rules are automated.
You create Custom Summary Formulas based on other Custom Summary Formulas.
A. True
B. False
B. False
Which statement(s) is/are true regarding profile?
A. Defines a user’s permission to view data.
B. Defines a user’s permission to assign opportunities to other users.
C. Defines a user’s permission to perform different functions- apps, tabs, fields, page layouts, record types, CRUD, field-level security, hours/ip restrictions, desktop clients, etc.
D. Defines a user’s permission to assign leads to other users.
C. Defines a user’s permission to perform different functions- apps, tabs, fields, page layouts, record types, CRUD, field-level security, hours/ip restrictions, desktop clients, etc.
Login hrs, IP restriction, FLS, CRUD(Std & Custom) object, Access to Visual Force and Apex classes are controlled via Profile.
A. True
B. False
A. True
The following are all options for calendar sharing and visibility:
Hide Details: Others can see whether given times are available, but cannot see any other information about the nature of events in the calendar.
Hide Details and Add Events: Others can see whether given times are available, but cannot see details of events. Other users can insert events in the calendar.
Show Details: Others can see detailed information about events in the calendar.
Show Details and Add Events: Others can see detailed information about events in the calendar and can insert events in the calendar.
Full Access: Others can see detailed information about events in the calendar, insert events in the calendar, and edit existing events in the calendar.
A. True
B. False
A. True
How many custom fields can you have per object in PE? A. 25 B. 50 C. 75 D. 100
D. 100
How many custom/AppExchange apps can be installed in EE? A. 1 B. 10 C. 20 D. 100
B. 10
Advanced Currency Management allows you to manage dated exchange rates within opportunities using Salesforce. Dated exchange rates allow you to map a conversion rate to a specific date range. For example, the exchange rate on January 1 was 1 USD to 1.39 AUD, but on February 1, it changed to 1 USD to 1.42 AUD. Your opportunities that closed between January 1 and February 1 use the first exchange rate (1 = 1.39), while opportunities that closed after February 1 used the second exchange rate (1 = 1.42).
A. True
B. False
A. True
What key (non-obvious) features are FREE in PE? (Check all that apply) A. Customizable Forecasting B. Customizable Forecasting C. Additional 10 MB file storage D. Data Validation
A. Customizable Forecasting
B. Customizable Forecasting
D. Data Validation
The following are free in PE: Customizable Forecasting, Data Validation, Analytics Snapshots, Google Adwords, History Tracking, KB and Solutions, Multi-language and Translation Workbench, Agent Console, Dashboards, Ideas, Conditional Highlighting, Outlook and Office add-ins, Custom Reports, Customizable Forecasting, Rename Tabs/Labels, Data Validation, Custom Object History Tracking
Describe the function of an External ID
A. Facilitates the automated data load through an API
B. Facilitates the automated data load through a load wizard
C. Facilitates the automated data extract through both API and extract wizard
D. An external ID is a custom field that has the “External ID” attribute, meaning that it contains unique record identifiers from a system outside of Salesforce
D. An external ID is a custom field that has the “External ID” attribute, meaning that it contains unique record identifiers from a system outside of Salesforce
What does the Role Hierarchy control? A. Record roll-up B. Access to records C. Reporting D. Forecasts
A. Record roll-up
B. Access to records
C. Reporting
D. Forecasts
Which are standard Salesforce Objects (Check all that apply) A. Accounts B. Campaigns C. Account Receivables D. Assets
A. Accounts
B. Campaigns
D. Assets
When can or can’t inactive currencies be used? (Check all that apply)
A. Accounts or Contacts can be imported with inactive currencies. (Missed)
B. Accounts or Contacts can be imported with active and inactive currencies.
C. Leads can only be imported with active currencies. (Missed)
D. Leads can be imported with active and inactive currencies.
A. Accounts or Contacts can be imported with inactive currencies.
C. Leads can only be imported with active currencies.
Standard reports can be customized or deleted.
A. True
B. False
B. False
How many custom objects can you have in UE? A. 2000 B. 2500 C. 5000 D. 10000
A. 2000
