Salesforce Admin Study Guide Flashcards
Which of the following are standard Salesforce Objects? (Choose 3 answers)
A. Contract
B. Pricebook
C. Opportunity Product
D. Ticket
A. Contract
B. Pricebook
C. Opportunity Product
A roll-up summary field requires a Master Detail relationship
A. False
B. True
A. False
Some Standard objects (Account & Contact/Opportunity/Case) have roll-up summary fields, but are not Master-Detail relationships. Other Objects will need Master Detail relationship to get these roll up summary fields.
What is a roll-up summary field?
A. A roll-up summary field lets you rollback the data that was changed last week
B. A roll-up summary field is a custom field that aggregates child record information into the parent record
C. The roll-up summary field gives you a summary of the data type and object relationship.
D. The roll-up summary field is accessible via the API
B. A roll-up summary field is a custom field that aggregates child record information into the parent record
A tab is automatically created when you create a custom object.
A. True
B. False
B. False
You must check a box to get the tab to appear for a custom object.
Which setting on a profile makes a tab not accessible on the All Tabs page or visible in any app, but still allows a user to view records that would normally be found under this tab?
A. App Permissions
B. Object Permissions
C. Tab settings
D. Org-Wide Defaults
C. Tab settings
Tab Hidden
What is a Junction Object?
A. An object type to connect external web services
B. A standard object
C. A Many-to-Many relationship created with two lookup relationships
D. A Many-to-Many relationship created with two lookup master-detail relationship
D. A Many-to-Many relationship created with two lookup master-detail relationship
“Must use 2 master-detail relationships.
Note: Technically this should read as: ““D. A Many-to-Many relationship created with two master-detail relationship”” without the word lookup in it. But if that word is there, it’s just to confuse you.”
You can make fields visible, read-only, and required using Page Layouts.
A. True
B. False
A. True
Data loss can occur when changing fields from the following types. (Choose 3 answers)
A. Changing from a multi-select picklist to any other type
B. Changing from a Number field to a Text field
C. Changing from a checkbox to any other type of field
D. To a Number field from any other type of field
A. Changing from a multi-select picklist to any other type
C. Changing from a checkbox to any other type of field
D. To a Number field from any other type of field
Formulas ignore Field Level Security settings
A. True
B. False
A. True
It is important that Formulas have the same value for all viewers, thus it must be able to access fields it uses in its calculation, regardless of field level security.
Standard picklist fields cannot be dependent fields
A. True
B. False
A. True
Where can you make a field required? (Choose 3 answers)
A. Field Edit page B. Validation Rules C. Page Layouts D. Workflow Rule E. Record Type
A. Field Edit page
B. Validation Rules
C. Page Layouts
Validation rules can setup a ISBLANK or ISNULL(number or currency) to make a field required.
Which of the following fields CANNOT be a controlling field for Dependent Picklists?
A. Custom Multi-Select Picklist B. Standard Picklist C. Standard Checkbox D. Custom Picklist E. Custom Checkbox
A. Custom Multi-Select Picklist
Fields which are hidden using Field-Level-Security are still subject to Validation Rules?
A. False
B. True
B. True
Validation rules are required to be able to save a record, thus would be valid for even hidden fields.
All of the following objects may have a queue EXCEPT
A. Cases
B. Accounts
C. Leads
D. Custom Objects
B. Accounts
All of the following objects may have a queue EXCEPT
A. Cases
B. Accounts
C. Leads
D. Custom Objects
B. Accounts
Field Level Security or Page Layout can be used to make a field required
A. False
B. True
A. False
You can do this on Field Edit, but not Field Level Security.
Which circumstances will prevent a system administrator from deleting custom fields?
A. The field is used in a workflow field update.
B. The field is used as a report.
C. The field is used in a page layout.
D. The field is part of a field dependency.
A. The field is used in a workflow field update.
Deleting will remove field dependencies. It is not blocked from being deleted.
Sales management at Universal Containers needs to display the following information on each account record.
Amount of all open opportunities
Amount of all closed won opportunities
Which feature should a system administrator use to meet this requirement?
A. Cross-object formula fields
B. Calculated columns in the related list
C. Roll-up summary fields
D. Workflow rules with field updates
C. Roll-up summary fields
Standard objects (like Accounts and Opportunities) have a special relationship that lets Roll up Summaries be available.
The administrator at Universal Containers will create a custom field to track a specific Tier 3 support user on a case record. What data type should be used when creating this custom field?
A. Hierarchical relationship
B. Lookup filter
C. Lookup relationship
D. Formula
C. Lookup relationship
Universal Containers wants to create a custom object to capture account survey data. Users must be able to select an account from survey record. User’s also need this ability to view related surveys on the account record. How should the system administrator meet these requirements? (Choose 2 answers)
A. Create a lookup relationship field on the account object.
B. Add the account related list to the survey page layout.
C. Create a lookup relationship on the survey object.
D. Add the survey related list to the account page layout.”
C. Create a lookup relationship on the survey object.
D. Add the survey related list to the account page layout.
What must an administrator do when creating a record type?
A. Set the field level security for the record type
B. Create a new page layout for the record type
C. Add the record type to the required user records
D. Assign the record type to the appropriate profiles
D. Assign the record type to the appropriate profiles”
What type of field allows users to input text, images and links?
A. Input area
B. Text area (rich)
C. Text and image area
D. Text area
B. Text area (rich)
Universal Containers has two sales groups. Each group has its own unique process. What is the best way to ensure that sales representatives have access to only the stages relevant to their sales process when working on opportunities?
A. Roles
B. Multi-select picklists
C. Record types
D. Page layouts
C. Record types
What tab setting on a profile makes a tab NOT accessible on the All Tabs page or visible in any apps?
A. Tab Hidden
B. Default On
C. Default Off
D. Read Only
A. Tab Hidden
Read Only does not exist.