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