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Salesforce Admin Certification > SFB Practice Exam > Flashcards

SFB Practice Exam Flashcards

1
Q

Your manager has instructed you that a user has been terminated from your company and therefore their access to Salesforce needs to be cut. Because of their seniority, their user has a lot of dependencies in the system. Which feature would best cope with this scenario?

  1. Deactivate their user record
  2. Reset their password
  3. Freeze their user record
  4. Delete their user record
A

3

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2
Q

Where can you make a field required? (Select 3)

  1. Record Type
  2. Validation Rules
  3. Workflow Rule
  4. Page Layouts
  5. Field Edit page
A

2, 4 & 5

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3
Q

If an agent determines that an issue on a Case is due to a bug, they would like to alert their backend platform and create a record on that system. Which automation feature would best suit this requirement?

  1. Workflow Rule - Email Alert
  2. Workflow Rule - Outbound Message
  3. Process Builder - Create a Record
  4. Process Builder- Outbound Message
A

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4
Q

When are workflow rules evaluated?

  1. When a record is cloned
  2. Before a record is deleted
  3. When a record is created
  4. When a record is created or updated
A

4

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5
Q

What are two ways leads can be captured with Salesforce? (Select 2)

  1. Lead Import
  2. Lead Assignment
  3. Web to Lead
  4. Email to Lead
A

1 & 3

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6
Q

Which of these objects can you map a field to on lead conversion? (Select 3)

  1. Opportunities
  2. Contacts
  3. Accounts
  4. Cases
A

1, 2 & 3

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7
Q

Which of the following are standard Salesforce Objects? (Select 3)

  1. Contract
  2. Opportunity Product
  3. Pricebook
  4. Ticket
A

1, 2 & 3

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8
Q

Which of these features can be utilised on a page layout? (Select 3)

  1. Rename the label of a field
  2. Add conditional highlighting to a field
  3. Make a field read-only
  4. Make a field visible
  5. Make a field required
A

3, 4 & 5

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9
Q

A tab is automatically created when you create a custom object.

  1. FALSE
  2. TRUE
A

1

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10
Q

What permissions are needed to import leads and contacts to a Campaign?

  1. Marketing user checkbox & profile
  2. Marketing User permission set
  3. Marketing user profile
  4. Marketing user checkbox on user.
A

1

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11
Q

A customer service manager would like to automatically assign cases to the most appropriate agent to handle the request. What feature could be used:

  1. Email to Case
  2. Web to Case
  3. Case Assignment Rules
  4. Case Escalation Rules
A

3

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12
Q

You want to give a profile access to a custom object. What would be the best way to do this?

  1. Clone a standard profile and grant additional access
  2. Edit a standard profile
  3. Create a permission set and assign it to relevant users
  4. Create a new profile and grant access
A

1

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13
Q

A high value customer of SFB Industries has asked for a way for them to view all open cases and add comments. What Salesforce feature would enable this?

  1. Email to Case
  2. Salesforce Answers
  3. Salesforce Community
  4. Case Comments
A

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14
Q

What should a system administrator consider before importing a set of records into Salesforce? (Select 2)

  1. The import file should include a record owner for each record
  2. Validation rules are not triggered when importing data using the import wizard
  3. Currency field values will default to the personal currency of the record owner
  4. Data should be de-duplicated in the import file prior to import
A

1 & 4

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15
Q

What is true about dynamic dashboards:

  1. If a user wants to customise the dashboard, they should use a dynamic dashboard
  2. A dynamic dashboard will show data according to the user’s security settings
  3. A dynamic dashboard will refresh automatically several times a day
  4. In dynamic dashboards, the source reports used can vary according to the user
A

2

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16
Q

If the Org Wide Default is Public Read/Write, what feature in Salesforce is needed to restrict access to that object?

  1. Page Layout
  2. Record Type
  3. Role Hierarchy
  4. Profile
A

4

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17
Q

A Customer Success manager from SFB Industries would like an onboarding case to be created once an Opportunity closes. Which automation feature would best suit this requirement?

  1. Apex Trigger
  2. Workflow Rule
  3. Case Assignment
  4. Process Builder
A

4

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18
Q

To track revenue gain or loss based on currency fluctuations, you must implement what feature?

  1. Multi-Currency
  2. Sandbox
  3. Territory Management
  4. Advanced Currency Management
A

4

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19
Q

SFB Industries has a private Org. Sometimes it is needed to bring in multiple developers to help solve complex cases. What is the most effective way to give them access?

  1. Manually share the case record
  2. Create a Case Team
  3. Create a group
  4. Create a permission set
A

2

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20
Q

Gauge and Metric Dashboard component types are based on what from a report?

  1. Sum
  2. Grand Total
  3. Average
  4. Chart
A

2

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21
Q

A sales manager at SFB Industries would like to import leads from a recent event. To ensure efficiency, she would like these to be automatically assigned to the relevant sales rep based on the state field. How can you set this up?

  1. Create a process builder to assign to a certain rep based on the state field
  2. Create a lead assignment rule
  3. Create an Apex trigger to assign to a certain rep based on the state field
  4. Create a Territory assignment rule
A

2

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22
Q

An Approval Process begins when a record is..

  1. Created
  2. Saved
  3. Edited
  4. Submitted for Approval
A

4

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23
Q

What are the different types of Sharing Rules? (Select 4)

  1. Account Sharing Rules
  2. Lead Sharing Rules
  3. Case Sharing Rules
  4. Activity Sharing Rules
  5. Custom Object Sharing Rules
A

1, 2, 3 & 5

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24
Q

How do you delete a user in Salesforce?

  1. Deleting all information from their profile.
  2. You may only delete users via an API
  3. Going to their profile and clicking the delete button
  4. You cannot delete a Salesforce User
A

4

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25
Q

Which feature allows users to quickly edit fields on the record detail page?

  1. On-page editing
  2. Quick Edit
  3. Inline Editing
  4. Quick Save
26
Q

What should a system administrator use to disable access to a custom application for a group of users?

  1. Web Tabs
  2. Profiles
  3. Sharing Rules
  4. Page Layouts
27
Q

A sales manager at SFB Industries would like sales reps to generate PDF quotes out of Salesforce. What can be used to accomplish this?

  1. Opportunities, Quotes, Products & Pricebooks
  2. An AppExchange App
  3. Opportunities & Quotes
  4. Quotes
28
Q

What is a roll-up summary field?

  1. A roll-up summary field is a custom field that aggregates child record information into the parent record
  2. A roll-up summary field lets you rollback the data that was changed last week
  3. A roll-up summary field is a custom field that aggregates parent record information into the child record
  4. The roll-up summary field is accessible via the API
29
Q

What is a Junction Object?

  1. A standard object
  2. A Many-to-Many relationship created with two lookup relationships
  3. A Many-to-Many relationship created with two lookup master-detail relationship
  4. An object type to connect external web services
30
Q

How many objects may be imported or updated using the data loader?

  1. 1
  2. 5
  3. 10
  4. Unlimited
31
Q

Which Salesforce feature allows you to manage files such as Microsoft Powerpoint, video files, and web pages?

  1. Attachments & Files
  2. Lightning Content
  3. Lightning Files
  4. Salesforce CRM Content
32
Q

Your manager has asked you to look into if Invocing & Accounting can be carried out inside of Salesforce. How can you meet this requirement?

  1. Look at the AppExchange
  2. Setup the Invoicing Object
  3. Activate Salesforce Accounting Licenses
  4. Create a Custom Object called “Invoicing”
33
Q

Which of these is not a Salesforce feature?

  1. Email to Lead
  2. Web to Lead
  3. Web to Case
  4. Email to Case
34
Q

A sales rep would like to collaborate with a client on Chatter. What license type would you recommend to achieve this?

  1. Chatter External
  2. Standard User
  3. Chatter Free
  4. Chatter Plus
35
Q

Which statements about custom summary formulas in reports is true? (Select 2)

  1. Custom summary formulas can be used in a report built from a custom report type
  2. Custom summary formulas can reference another custom summary formula
  3. Custom summary formulas can reference a formula field within a report
  4. Reports can be grouped by a custom summary formula result
36
Q

Your manager has asked you to setup automation so that when a customer submits a case via Email to Case, they recieve their assigned case number. What feature will meet this requirement?

  1. Email to Case
  2. Case-Response
  3. Auto-Response Rule
  4. Process Builder
37
Q

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

  1. Standard Picklist
  2. Custom Picklist
  3. Custom Multi-Select Picklist
  4. Standard Checkbox
  5. Custom Checkbox
38
Q

In which scenarios will the sharing button appear?

  1. When the sharing model for the object is private or public read only
  2. When the sharing model for the object is private
  3. When the sharing model for the object is public read/write
  4. It will always appear
39
Q

SFB Industries have two distinct teams for selling products and services. Each team has a different sales process, and collects different information during the sale. What features in Salesforce will best cope with this situation?

  1. Create a sales process and a page layout for each team
  2. Create a sales process, page layout, and record type for each team
  3. Create a sales process for each team
  4. Create a page layout and record type for each team
40
Q

You can restrict a profiles view to a certain field by using which feature?

  1. Field Level Security
  2. Permission Sets
  3. Profiles
  4. Roles
41
Q

A sales manager would like to view a dashboard from the perspective of different users and switch between users without editing the dashboard, how would an administrator enable this? (Select 2)

  1. Grant the sales manager the “Manage Dynamic Dashboards” permission
  2. Create the dashboard as a dynamic dashboard
  3. Grant the sales manager the “View my Teams Dashboard” permission
  4. Grant the sales manager the “Drag-and-Drop Dashboard builder” permission
42
Q

Which profiles listed is a standard Profile? (Select 3)

  1. Contract Manager
  2. Invoice Manager
  3. Marketing User
  4. Standard User
43
Q

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

  1. If you require some De-Duplication
  2. If you need to import more than 1,000,000 records
  3. If you need to import to custom objects only
  4. You need field auto-mapping functionality
44
Q

A users security token will be refreshed every time their password is changed.

  1. FALSE
  2. TRUE
45
Q

All of the following objects may have a queue EXCEPT

  1. Custom Objects
  2. Accounts
  3. Cases
  4. Leads
46
Q

What is conditional highlighting for reports?

  1. Lets you make calculations on custom fields
  2. Shows you visual highlights depending on a threshhold
  3. Users can highlight particularly interesting parts of a report
  4. You can set conditions that when met, will report the calculated fields
47
Q

An SFB Industries Marketing manager would like to generate a list of contacts for a mailing list. What type of report would be the most appropriate to use:

  1. Mailing
  2. Tabular
  3. Summary
  4. Matrix
48
Q

What type of customizations can be done to activities? (Select 3)

  1. Custom Fields
  2. Field Tracking
  3. Workflow rules
  4. Validation rules
  5. Assignment rules
49
Q

Which of these actions can be triggered from a Workflow?

  1. Field Update, New Task, Email Sent, Outbound Message
  2. Email Sent, Field Update
  3. Create Object, New Task, Email Sent,
  4. Field Update, Email Sent, APEX Trigger, New Task
50
Q

What Salesforce tool can support your clients, partners and internal agents with information to solve complex problems?

  1. Salesforce Help & Training
  2. Salesforce Knowledge
  3. Macros
  4. Salesforce Support
51
Q

When are Data validation Rules Enforced?

  1. Upon closing the record
  2. Upon opening a record
  3. Upon editing a field
  4. Upon saving a record
52
Q

Data loss can occur when changing fields from the following types (Select 3)

  1. Changing from a multi-select picklist to any other type
  2. Changing from a checkbox to any other type of field
  3. Changing from a Number field to a Text field
  4. To a Number field from any other type of field
53
Q

If a deal is over $100,000 and reaches stage 4 in the sales process, the CEO of SFB Industries would like to be alerted via Chatter. Which automation feature would best suit this requirement?

  1. Workflow Rule
  2. Apex Trigger
  3. Chatter Notifications
  4. Process Builder
54
Q

Fields which are hidden using Field-Level-Security are still subject to Validation Rules?

  1. TRUE
  2. FALSE
55
Q

The Sales Manager of Acme Shoes would like to get a report of opportunities grouped by sales stage. What kind of report meet this requirement:

  1. Summary
  2. Matrix
  3. All Salesforce Reports
  4. Tabular
56
Q

What can be synced to and from your email client using Lightning Sync? (Select 2)

57
Q

What is a Bucket Field?

  1. Used in reports to categorise and group report values
  2. A custom field that can be created to group values
  3. Used to group multiple workflows
  4. A custom field that can be created to store a finite amount of values
58
Q

A system administrator needs to restrict users ability to view a dashboard. How can this be accomplished?

  1. Create a sharing rule to restrict the access
  2. Restrict the access to the folder that the source report is located
  3. Disable access to the dashboard on the users profile
  4. Restrict the access to the folder that the dashboard is located
59
Q

A user has locked themselves out of their account in Salesforce and need immediate access. How can you support them? (Select 2)

  1. Reset their password on their user record
  2. Grant them login access via your account
  3. Unfreeze their account
  4. Unlock their account on their user record
60
Q

A new triage team is being brought onto Salesforce and needs to have separate case statuses. How can this requirement be met?

  1. Create a new field
  2. Create a new record type
  3. Add new values to the “Status” field
  4. Create a new Support Process

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