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SF Admin Flashcards

1
Q

When creating users, which of the following does NOT need to be selected in order to save the record?

A

Role

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2
Q

Cloudy Computing, a US based company, have recently opened a small European office in France. The European team is requesting that their language should be French. To ensure all users have the correct language, what should the Administrator suggest?

A

Recommend the French users change their default language in Personal Settings

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3
Q

As Cloudy Computing are rapidly expanding, the Salesforce Administrator has created a small group of Super Users, who will act as first line support. The Super Users will all need some existing additional Permission Sets including “Export Reports”, “Delete Public List Views” and “Delete Accounts”. As the Administrator, what should you do?

A

Create a Permission Set Group that contains all three existing Permission Sets and assign the Group to each Super User

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4
Q

What is TRUE about dynamic dashboards? (Choose 2)

A
  1. A dynamic dashboard will show data according to the user’s security settings
  2. A dynamic dashboard must always be manually refreshed
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5
Q

Managers at Cloudy Computing would like to respond to approval requests via email. What is TRUE in this scenario? (Choose 3)

A
  1. The Administrator can enable ‘Enable email approval response’ in Process Automation Settings
  2. Approvers can respond with Yes/Approve/Approved
  3. Approvers can respond with No/Reject/Rejected
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6
Q

Cloudy Computing has multiple different record types for Opportunities. Users are complaining that it is tedious having to select a record type each time they create an Opportunity. As the Salesforce Administrator, what could you recommend?

A

Users can set their default record type in Settings

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7
Q

At Cloudy Computing, the Sales team often works in the field, visiting customers, using the Salesforce mobile app to stay up to date on Salesforce. Many of their customers live in remote areas with no internet connectivity. What features could the Salesforce Administrator enable to support the Sales team? (Choose 2)

A
  1. Enable caching in Salesforce for Android and iOS

2. Enable offline create, edit, and delete in Salesforce for Android and iOS

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8
Q

As the Administrator for Cloudy Computing, you have created a custom object that is the detail object in a master-detail relationship with Account. What is TRUE about the OWD setting for the custom object? (Choose 2)

A
  1. The OWD will be Controlled by Parent

2. The OWD cannot be changed

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9
Q

What is TRUE about converting a lookup relationship to a master-detail relationship? (Choose 2)

A
  1. You can convert a lookup relationship to a master-detail relationship as long as the lookup field contains a value in all the records
  2. Converting a lookup relationship to a master-detail relationship changes the organization-wide default to Controlled by Parent and the sharing model is updated to public read/write
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10
Q

Frequently, when customers call Cloudy Computing for product support, they do not have their product serial number to hand and have to call back. Cloudy Computing uses Screen Flows to ensure the customer support reps gather all required information. When a customer has to call back, the customer service team loses all the data they have gathered and have to restart the Screen Flow when the customer calls back. What would you recommend to improve the process?

A

Pause Interview

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11
Q

The VP of Sales at Cloudy Computing would like to get a report of Opportunities grouped by sales stage. What kind of report would meet this requirement?

A

Summary

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12
Q

Cloudy Computing generates Leads from various sources such as web-to-lead, inbound sales calls and telemarketing. Leads should follow a qualification process that is dependent on where the Lead originated. How can this be achieved in Salesforce? (Choose 3)

A
  1. Record Types
  2. Lead Processes
  3. Lead Status Picklist Field
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13
Q

What is required to be set up before you create an Email Alert?

A

Email Template

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14
Q

What are the three access levels you can grant to Report and Dashboard folders? (Choose 3)

A
  1. Viewer Access
  2. Editor Access
  3. Manager Access
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15
Q

What is NOT a lockout effective period in Salesforce?

A

1 day

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16
Q

Cloudy Computing would like to be able to link related Cases together. As the Admin, what would you recommend?

A

Case Hierarchies

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17
Q

Which of the following fields CANNOT be a controlling field for Dependent Picklists?

A

Custom Multi-Select Picklist

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18
Q

The VP of Sales at Cloudy Computing should be notified and approve every Opportunity with a discount greater than 30%. As the Administrator, what solution should you recommend?

A

Create an Approval Process with an entry criteria on the Discount % field on the Opportunity

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19
Q

Cloudy Computing has a custom Case assignment rule with multiple rule entries. A Case has been submitted that matches multiple rule entry criteria. How will Salesforce determine which user or queue to assign the Case to?

A

Rule Entries Order

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20
Q

As Cloudy Computing is rapidly expanding, they are hiring many new sales team members. The existing team is having a hard time training up the new recruits on the Opportunity process. As the Salesforce Administrator, how could you support? (Choose 2)

A
  1. Create a Path for the Opportunity sales process

2. Add key fields and guidance for each stage in the sales process

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21
Q

To improve their customer service, Cloudy Computing would like to use Salesforce to guide their support reps as they collect the details of an issue from a customer. They would like support reps to automatically see the fields they need to complete and guidance on what to ask the customer. What would you recommend?

A

Screen Flow

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22
Q

What is TRUE about Custom Report Types? (Choose 2)

A
  1. You can add up to four objects in one Custom Report Type

2. You can add fields from additional related objects

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23
Q

The five types of AppExchange solutions are:

A

Apps, Bolt Solutions, Flow Solutions, Lightning Data, Components

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24
Q

Cloudy Computing would like to be able to generate Quotes from Salesforce. Quotes should contain the Account Name, Amount and any discount. Quotes should also be able to be emailed to customers from Salesforce. As the Salesforce Administrator, what would you suggest?

A

Use the standard object “Quotes”

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25
Q

Cloudy Computing would like Ava the Admin to create a new field. The field should support formatting font e.g. Bold or Italic, inserting links and inserting images. What field type should be used?

A

Text Area (Rich)

26
Q

Cloudy Computing has Trusted IP Ranges defined for extra security. A user is trying to login from outside the trusted IP ranges that have been defined. What will happen in this scenario?

A

The user will receive a verification code that will then enable them to login

27
Q

While testing a new feature, the VP of Customer Service at Cloudy Computing has accidentally created 100 Cases in Salesforce. What is the quickest way to delete these?

A

Mass Delete Records

28
Q

Your company’s financial year starts in February and ends in January. As the Administrator, what must be done to make sure this is reflected in Salesforce? (Choose 2)

A
  1. Use the standard fiscal year

2. Select the fiscal year start month

29
Q

Cloudy Computing is experiencing a large number of support tickets from Salesforce users. What feature could you, as the Administrator, leverage to enable easier troubleshooting?

A

Administrators Can Log In As Any User

30
Q

The VP of Customer Service at Cloudy Computing would like to automatically assign Cases to the most appropriate agent based on the Account type such as Customer or Prospect. What feature could be used?

A

Case Assignment Rules

31
Q

Alistair and Andy are both on the Recruitment team at Cloudy Computing. They should both be able to review and edit Applications, however only Andy as the Manager, should be able to delete Applications. Both users are currently assigned the ‘Recruitment Team’ profile. How can this requirement be achieved in Salesforce?

A

Create a new permission set and assign to Andy

32
Q

Cloudy Computing has a custom picklist field for “Team” on the Opportunity object. They would like the same picklist field and picklist values to appear on Account, Contact and various custom objects as well. What feature of Salesforce could support this?

A

Global Picklist Value Set

33
Q

Fields can be set to not-visible or read-only based on which of the following?

A

Profile

34
Q

Validation rules are triggered:

A

Upon saving a record

35
Q

Activities in Salesforce are made up of which of the following? (Choose 2)

A
  1. Task: A task is a to-do item with no duration but that can optionally have a due date
  2. Event: An event is a scheduled calendar meeting that has a duration and therefore requires a start time and an end time
36
Q

Cloudy Computing has two distinct teams for selling products and services. Each team follows a different set of steps, and collects different information during the sale. What features in Salesforce will best support this situation?

A

Create a sales process, page layout, and record type for each team

37
Q

Cloudy Computing would like to perform a backup of all internal systems every week. What feature could be used to ensure that Salesforce is backed up every week?

A

Data Export Service

38
Q

When should you consider using the Data Import Wizard over the Data Loader?

A

You require some deduplication

39
Q

What is a Roll-up Summary field?

A

A Roll-up Summary field is a field that aggregates child record information into the parent record

40
Q

When an Opportunity is closed won, an Order record should automatically be created. As the Administrator, what solution should you recommend?

A

Create an Order record using Process Builder

41
Q

What is NOT a type of Workflow action?

A

Custom Notification

42
Q

In Lightning Experience, what are some of the filtering options available in group feeds? (Choose 3)

A
  1. All Updates
  2. Unread Posts
  3. Unanswered Questions
43
Q

The standard values for forecast categories are:

A

Pipeline, Best Case, Commit, Omitted, Closed

44
Q

Cloudy Computing would like Opportunity owners to receive an email 7 days before the Opportunity close date to ensure Opportunities are being worked or updated accordingly. As the Administrator, what solution should you recommend?

A

Send an email alert using Workflow

45
Q

What do Record Types control? (Choose 3)

A
  1. Path
  2. Picklist Values
  3. Page Layouts
46
Q

What are some features of Campaigns in Salesforce? (Choose 3)

A
  1. Path can be used to visually track Campaign progress
  2. Campaign Member Statuses can be customized per Campaign
  3. The Send List Email feature can be used to send a message to selected Campaign Members
47
Q

Which of these features can be utilized on a page layout? (Choose 2)

A
  1. Make a field required

2. Make a field read-only

48
Q

Steve is a new sales team member at Cloudy Computing. As the Administrator, you created his user record and activated it. Today, he has contacted you saying he is unable to login to Salesforce. What is NOT a possible reason?

A

Steve did not verify his account using the ‘Verify Account’ link within 4 hours of receipt

49
Q

Cloudy Computing often deals with complex Cases that involve contacting multiple Contacts at an Account. What feature of Salesforce could be used to support this and keep track of all Contacts involved with a Case?

A

Contact Roles

50
Q

Which of the following are standard Salesforce objects? (Choose 3)

A
  1. Contract
  2. Quote
  3. Pricebook
51
Q

Cloudy Computing are busy refining their support processes using Service Cloud. They have enabled Email-to-Case (yay!) but would also like the customer to receive email confirmation that their query has been received when submitting via Email-to-Case. What feature will meet this requirement?

A

Auto-Response Rule

52
Q

In addition to a score, what other information does Einstein Opportunity Scoring provide to assist sales users close deals? (Choose 2)

A
  1. Top Positives

2. Top Negatives

53
Q

Data loss can occur from which of the following? (Choose 3)

A
  1. Changing to a Number field from any other type of field
  2. Changing from a Checkbox to any other type of field
  3. Changing from a Multi-select Picklist to any other type
54
Q

As a global company, Cloudy Computing will occasionally have more than one sales team member working on an Opportunity. If the Opportunity is won, each sales team member should be recognized on the Opportunity and a percentage of the amount attributed to them. How can this be achieved?

A

Opportunity Splits

55
Q

Cloudy Computing have implemented Web-to-Case, adding a form to their website for customers to complete when they have an issue. This has greatly reduced the number of phone calls being received by the Service team which is fantastic! However, they are receiving a lot of spam via the Web-to-Case form. As the Salesforce Administrator, what do you advise?

A

Enable ‘Require reCAPTCHA Verification’

56
Q

What action is available in Workflow that is NOT available in Process Builder?

A

Outbound Message

57
Q

Ava, the Admin at Cloudy Computing, has set up a Process Builder that updates the Customer Priority field on the related Account to “High” and sends an email alert to the VP of Sales, when an Opportunity is closed won with an Amount of over $500,000. There are many Accounts that already exist in Salesforce that have closed won Opportunities with Amounts greater than $500,000. What will happen to these records now that the Process Builder is in place? The Process Builder is set to start when a record is created or edited.

A

Existing records will be processed if they are edited and meet the Process Builder entry criteria

58
Q

What should the Administrator recommend if a user forgets their password and needs it reset? The user is not locked out and the company does not use single sign on.

A

The user can reset their own password by clicking ‘Forgot Password’ on the login page

59
Q

What is NOT a type of Macro?

A

Invokable Macro

60
Q

When a Lead is converted, which object can be optionally created?

A

Opportunity

SF (1 decks)

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