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Salesforce Administrator Phoenix July 2023 > Student-Created Admin Exam > Flashcards

Student-Created Admin Exam Flashcards

1
Q

Tamal’s Tamales wants to use a business process to improve his employees sales productivity. Which object should be used to set up the business process?

A. Opportunities
B. Cases
C. Leads
D. Path

A

A. Opportunities

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2
Q

Tamal’s tamales wants to increase the productivity for his customer support team. Which object should we create a business process for to accomplish this?

A. Opportunities
B. Cases
C. Leads
D. Path

A

B. Cases

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3
Q

Tamal’s Tamales wants to increase business productivity. Which object cannot be used to set up a business process.

A. Cases
B. Leads
C. Work flow
D. Opportunity

A

C. Work flow

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4
Q

What has to be done before setting up a record type on a lead, case, or opportunity object?

A. Set up a path
B. Grant users access to create business process
C. Create records
D. Create a business process

A

C. Create a business process

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5
Q

What is true about quotes and price books in Salesforce?

A. Quotes must be enabled before using them
B. More than one quote can be synced with an opportunity
C. Quotes can only be associated with opportunities and leads
D. There can only be one price book per org

A

A. Quotes must be enabled before using them

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6
Q

What is true about quotes and price books in Salesforce?

A. Once quotes are enabled, they can not be disabled
B. Only one quote can be synced with an opportunity
C. Quotes can be associated with opportunities and contracts
D. Quotes must be emailed to customers from outside of salesforce

A

B. Only one quote can be synced with an opportunity

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7
Q

What is true about quotes and price books in Salesforce?

A. Advanced quotes must be enabled to ensure that prices remain the same for completed quotes
B. Quotes can only be shared via folders
C. Quotes can be associated with opportunities, leads, accounts, and contacts
D. To work with quotes, advanced profile view must be enabled

A

D. Quotes can be associated with opportunities, leads, accounts, and contacts

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8
Q

What is true about quotes and price books in Salesforce?

A. Price books track the prices of quotes that your company offers to customers.
B. A standard price book is not required
C. If you customize the Price Book Entry detail page layout, field dependencies exist for price book entry fields in the user interface.
D. Price books track the prices of products and services that your company offers to customers.

A

D. Price books track the prices of products and services that your company offers to customers.

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9
Q

Raven Unlimited LLC has just closed on a deal. Their team is in a heated discussion as to how much they should receive as part of their commission. The manager who is new on the job doesn’t know if his team has the ability to divide revenue. What information should an admin relay about revenue splits?

A. The revenue splits will always total 100% of the opportunity amount.
B. The revenue splits will always exceed 100% for the opportunity amount.
C. Opportunity teams’ revenue cannot be divided.
D. A revenue split can not be enabled until a lead has been converted.

A

A. The revenue splits will always total 100% of the opportunity amount.

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10
Q

The CEO of the company ABC Development, Mr. Smith, visited Dreamforce this year and became interested in the term “business process” which he heard several times. He asked his Salesforce admin M.A.C.(Mike, Alex, Christina) what objects take advantage of Salesforce business processes.

A. Cases, leads, opportunity, solutions
B. Leads, opportunities, support, solutions
C. Business accounts, users, support
D. Products, pricebook, pricebook entry

A

A. Cases, leads, opportunity, solutions

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11
Q

The CEO of the company ABC Development, Mr. Smith, visited Dreamforce this year and became interested in using Salesforce for his business. He asked his Salesforce admin M.A.C. (Mike, Alex, Christina) how Salesforce can help sell his services. What object would a user use to add a new item to their company’s pricebook?

A. Cases, leads, opportunity, solutions
B. Leads, opportunities, support, solutions
C. Business accounts, users, support
D. Products, pricebook, pricebook entry

A

D. Products, pricebook, pricebook entry

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12
Q

The CEO of the company ABC Development, Mr. Smith, visited Dreamforce this year and became interested in the term “business process” which he heard several times. He asked his Salesforce admin M.A.C.(Mike, Alex, Christina)
What objects never use business processes? Choose 2.

A. Cases, leads, opportunity, solutions
B. Leads, opportunities, support, solutions
C. Business accounts, users, support
D. Products, pricebook, pricebook entry

A

C. Business accounts, users, support

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13
Q

Cosmic Vegetable wants to have multiple quotes synced with an opportunity record. How can the admin achieve this?

A. An opportunity can have multiple quotes, but it can only sync with one quote at a time.
B. Sync the quotes separately by pressing the ‘Sync Quote’ button on the opportunity record.
C. Sync the quotes simultaneously using the ‘Sync Quote’ button on the list view.
D. Give the user the ‘Sync multiple quotes’ permission in a permission set.

A

A. An opportunity can have multiple quotes, but it can only sync with one quote at a time.

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14
Q

Where can you sync a quote with an opportunity? Give two answers.

A. Goto the Quotes related list in the opportunity record page, and click the Sync Now Button.
B. Select the Start Sync Button from the Show More menu in the related list of the quote.
C. Goto the Product you want to quote on, and click The Start Sync Button next to the products you want to include in the quote.
D. Check the Sync Now Check box when creating a New quote.

A

B. Select the Start Sync Button from the Show More menu in the related list of the quote.
D. Check the Sync Now Check box when creating a New quote.

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15
Q

The Sales Manager wants to see all the quotes for his Sales Team in the past Month, how can this be achieved? Give one answer.

A. Create a Opportunity with Quotes Type report and set a filter on the Created Date field to > last day of previous month
B. From the Sales App, goto the Quotes tab, and select the All Quotes Listview and Set the Filter Created Date > Last day of previous Month.
C. You need to create the visualforce page with a custom controller. And in your visualforce page, you can display the quote list in a <apex:pageBlockTable> or <apex:dataTable>.
D. You will have to Email the Manager one quote at a time by clicking on the Show More Menu and Selecting the Email option from within each quote.</apex:dataTable></apex:pageBlockTable>

A

C. You need to create the visualforce page with a custom controller. And in your visualforce page, you can display the quote list in a <apex:pageBlockTable> or <apex:dataTable>.</apex:dataTable></apex:pageBlockTable>

NOTE: Wolf Team is sending a resource on this answer.

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16
Q

A new user requires permissions to create a quote, and possibly edit Line items. What can the Admin do to ensure this? Give one answer.
A. Add the user to a Permission set which has full CRED access to the Quotes object and Edit access to the Products object.
B. Give the User CRED access of Read, Create, and Edit to the Products and Pricebooks Objects.
C. Add the User to a permission set which has object CRED Of Read, Create, to the Quotes Object and Read on Products Object.
D. Add the User to a permission set which has object CRED Of Read, Create, and edit to the Quotes Object and Read on Products and Pricebooks Objects.

A

D. Add the User to a permission set which has object CRED Of Read, Create, and edit to the Quotes Object and Read on Products and Pricebooks Objects.

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17
Q

The company Bear California is using Salesforce for its business. Beare California is kicking off an aggressive marketing approach to boost their sales. A manager for marketing has been asked to enter an opportunity by the director from a valid source in Salesforce.

The Marketing Manager has realized the Opportunity require involment of of more than one sales person.

He does not know how to tie different people to the same opportunity.
He approached the admin for the solution. What should the Admin advise him?

A. Advise the manager to use Opportunity Team functionality.
B. Multiple users cannot work on the same opportunity.
C. Divide the effort among users by creating tasks; name each task differently and treat it as child of parent opportunity.
d. Multiple people can work on the same opportunity as long as they all belong to the same profile.

A

A. Advise the manager to use Opportunity Team functionality.

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18
Q

The company Bear California is using Salesforce for its Business. The Marketing Director has asked the Admin to create an Opportunity Team.
During the business process the marketing director realized that opportunity revenue should be shared evenly among the team. What feature should the Admin use or ask the Director to use out of the box?

A. Use the Mass Opportunity Team.
B. Use the Opportunity Split Feature.
C. The Opportunity Team manager can split the revenue manually.
D. Revenue gets evenly split automatically by the system for a Opportunity team.

A

B. Use the Opportunity Split Feature.

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19
Q

Bear California has an account by “Grizzly”. This account has three opportunities. Once of the Account Team Members wants to to be part of Opportunity Team working on the 2nd opportunity.
What action can the Admin take and what will the account team members will see when on the Opportunity Team page.

A. Account Team members cannot be added to the Opportunity team.
B. Account members can be added to the Opportunity Team, but the account team member will see all the opportunities associated with the account since the member is from the Account team.
C. Opportunity Team is opportunity specific. Account members can be added to Opportunity Team, but they will only see the 2nd Opportunity.
D. Account team members do not need to be added to the Opportunity team. Account team members can see the Opportunity Team page.

A

C. Opportunity Team is opportunity specific. Account members can be added to Opportunity Team, but they will only see the 2nd Opportunity.

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20
Q

Bear California has a default opportunity team. The Sales Manager wants all the new opportunities to go to the default opportunity team automatically. What is the solution admin has for the sales manager.

A. Create a new Opportunity Team, make it default for new opportunities.
B. The Opportunity Owner has to flag it at the time of creation of the opportunity, to add the team automatically to the team.
C The new Opportunity can only be added manually.
D. Enable the automatic “add new opportunity to default opportunity team.”

A

D. Enable the automatic “add new opportunity to default opportunity team.”

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21
Q

Cindy realizes that there are errors when users are asked to enter a state to complete a survey after receiving the “Rocket Racoon Raps Album.” Users are entering full state names as well as abbreviations. There are 500 incorrect survey records. The surveys are located on the “Rocket Racoon Record Releases” custom object. What is the best way for Cindy to efficiently replace state names with their 2 letter abbreviations as she does not want to use a list view to do this.

a. Mark all Case records for hard deletion, import the correct Case records.
b. Look at the notifications in the top right corner of the dataloader.io control panel.
C. Export 1000 records from the “rocket racoon “ custom object into a CSV file which can then be backed up offsite.
d. Export all records from the “Rocket Racoon Records” object using dataloader.io, open the file in Excel, replace the state names as appropriate, and then use dataloader.io to import the corrected CSV using “update.”

A

d. Export all records from the “Rocket Racoon Records” object using dataloader.io, open the file in Excel, replace the state names as appropriate, and then use dataloader.io to import the corrected CSV using “update.”

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22
Q

Cindy has been asked if she can perform a hard delete of 1000 records on the “rocket racoon” custom object. She knows that said records will be permanently deleted. She wants to back up all the records in the custom object. What steps can Cindy take to start executing the 3, 2, 1 backup process.

a. Migration of the database from one account to another is not possible.
b. Look at the notifications in the top right corner of the dataloader.io control panel.
c. Export all the records using from the “rocket racoon “ custom object using Data Export, Data Loader, or dataloader.io, into a CSV file which can then be backed up offsite.
d. Export 1000 records from the “better jobs” object.

A

c. Export all the records using from the “rocket racoon “ custom object using Data Export, Data Loader, or dataloader.io, into a CSV file which can then be backed up offsite.

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23
Q

A Junior Admin has just been hired by Rocket Express. Cindy has asked the Junior Admin to follow up on the scheduled imports on the case object which were done via dataloader.io. The Junior Admin has only been at this company for 2 days. Where should the Junior Admin go to follow up per Cindy’s request?

a. Migration of the database from one account to another is not possible.
b. Look at the notifications in the top right corner of the dataloader.io control panel.
C. Schedule a daily task to migrate the database.
d. Export 1000 records from the “better jobs” object.

A

b. Look at the notifications in the top right corner of the dataloader.io control panel.

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24
Q

Cindy is the Admin for Rocket Express. She is given the task of migrating the database from dataloader.io from one data.loader.io account to another dataloader.io account. She is unsure if she can do said task. She logs a case with dataloader.io support. What should the support rep tell Cindy.

a. Migration of the database from one account to another is not possible.
b. Look at the notifications in the top right corner of the dataloader.io control panel.
C. Schedule a daily task to migrate the database.
d. Export 1000 records from the “better jobs” object.

A

a. Migration of the database from one account to another is not possible.

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25
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26
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27
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28
Q

Tamal’s Tamales wants to use a business process to improve his employees sales productivity. Which object should be used to set up the business process?

A. Opportunities
B. Cases
C. Leads
D. Path

A

A. Opportunities

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29
Q

Tamal’s tamales wants to increase the productivity of his customer support team. Which object should we run a business process on to accomplish this?

A. Opportunities
B. Cases
C. Leads
D. Path

A

B. Cases

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30
Q

Tamal’s Tamales wants to increase business productivity. Which object cannot be used to set up a business process?

A. Cases
B. Leads
C. Workflow
D. Opportunity

A

C. Workflow

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31
Q

What has to be done before setting up a record type on a lead, case, or opportunity object?

A. Set up a path
B. Grant users access to create business process
C. Create records
D. Create a business process

A

D. Create a business process

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32
Q

What is true about quotes and price books in salesforce?

A. Quotes must be enabled before using
B. More than one quote can be synced with an opportunity
C. Quotes can only be associated with opportunities and leads
D. There can only be one price book per org

A
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32
Q

What is true about quotes and price books in salesforce?

A. Once quotes are enabled, they can not be disabled
B. Only one quote can be synced with an opportunity
C. Quotes can be associated with opportunities and contracts
D. Quotes must be emailed to customers from outside of salesforce

A
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33
Q

What is true about quotes and price books in salesforce?

A. Advanced quotes must be enabled to ensure that prices remain the same for completed quotes
B. Quotes can only be shared via folders
C. Quotes can be associated with opportunities, leads, accounts and contacts
D. To work with quotes, advanced profile view must be enabled

A
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34
Q

What is true about quotes and price books in salesforce?

A. Price books track the prices of quotes that your company offers to customers.
B. A standard price book is not required
C. If you customize the Price Book Entry detail page layout, field dependencies exist for price book entry fields in the user interface.
D. Price books track the prices of products and services that your company offers to customers.

A
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35
Q

Raven Unlimited LLC has just closed on a deal. Their team is in a heated discussion as to how much they should receive as part of their commission. The manager who is new on the job doesn’t know if his team has the ability to divide revenue. What information should an admin relay about revenue splits?

A. The revenue splits will always total 100% of the opportunity amount.
B. The revenue splits will always exceed 100% for the opportunity amount.
C. Opportunity teams’ revenue cannot be divided.
D. A revenue split can not be enabled until a lead has been converted.

A
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36
Q

Question. The CEO of the company ABC Development, Mr. Smith, visited Dreamforce this year and became interested in the term “business process” which he heard several times. He asked his Salesforce admin M.A.C. (Mike, Alex, Christina) what objects take advantage of Salesforce business processes?

A. Cases, leads, opportunity, solutions
B. Leads, opportunities, support, solutions
C. Business accounts, users, support
D. Products, Pricebook, Pricebook entry

A
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37
Q

Question. The CEO of the company ABC Development, Mr. Smith, visited Dreamforce this year and became interested in using Salesforce for his business. He asked his Salesforce admin M.A.C. (Mike, Alex, Christina) how Salesforce can help sell his services. What object would a user use to add a new item to their company’s Pricebook?

A. Cases, leads, opportunity, solutions
B. Leads, opportunities, support, solutions
C. Business accounts, users, support
D. Products, Pricebook, Pricebook entry

A
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38
Q

Question. The CEO of the company ABC Development, Mr. Smith, visited Dreamforce this year and became interested in the term “business process” which he heard several times. He asked his Salesforce admin M.A.C.(Mike, Alex, Christina). What objects never use business processes? Choose 2.

A. Cases, leads, opportunity, solutions
B. Leads, opportunities, support, solutions
C. Business accounts, users, support
D. Products, Pricebook, Pricebook entry

A
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39
Q

Cosmic Vegetable wants to have multiple quotes synced with an opportunity record. How can the admin achieve this?

A. An opportunity can have multiple quotes, but it can only sync with one quote at a time.
B. Sync the quotes separately by pressing the ‘Sync Quote’ button on the opportunity record.
C. Sync the quotes simultaneously using the ‘Sync Quote’ button on the list view.
D. Give the user the ‘Sync multiple quotes’ permission in a permission set.

A

A. An opportunity can have multiple quotes, but it can only sync with one quote at a time.

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40
Q

Where can you sync a quote with an opportunity? Give two answers.

A. Go to the Quotes related list in the opportunity record page, and click the Sync Now Button.
B. Select the Start Sync Button from the Show More menu in the related list of the quote.
C. Go to the Product you want to quote on, and click The Start Sync Button next to the products you want to include in the quote.
D. Check the Sync Now Check box when creating a New quote.

A

B. Select the Start Sync Button from the Show More menu in the related list of the quote.
D. Check the Sync Now Check box when creating a New quote.

41
Q

The Sales Manager wants to see all the quotes for his Sales Team in the past Month. How can this be achieved? Give one answer.

A. Create a Opportunity with Quotes Type report and set a filter on the Created Date field to > Last day of previous month.
B. From the Sales App, goto the Quotes tab, and select the All Quotes Listview and Set the Filter Created Date > Last day of previous month.
C. You need to create the visualforce page with a custom controller. And in your visualforce page, you can display the quote list in a <apex:pageBlockTable> or <apex:dataTable>
D. You will have to Email the Manager one quote at a time by clicking on the Show More Menu and Selecting the Email option from within each quote.</apex:dataTable></apex:pageBlockTable>

A

C. You need to create the visualforce page with a custom controller. And in your visualforce page, you can display the quote list in a <apex:pageBlockTable> or <apex:dataTable></apex:dataTable></apex:pageBlockTable>

42
Q

A new user requires permissions to create a quote, and possibly edit Line items. What can the Admin do to ensure this? Give one answer.

A. Add the user to a Permission set which has full CRED access to the Quotes object and Edit access to the Products object.
B. Give the User CRED access of Read, Create, and Edit to the Products and Pricebooks Objects.
C. Add the User to a permission set which has object CRED Of Read, Create, to the Quotes Object and Read on Products Object.
D. Add the User to a permission set which has object CRED Of Read, Create, and Edit to the Quotes Object and Read on Products and Pricebooks Objects.
________________________________________

A

D. Add the User to a permission set which has object CRED Of Read, Create, and Edit to the Quotes Object and Read on Products and Pricebooks Objects.

43
Q

Company Bear California is using Salesforce for its Business. Company is kicking an aggressive marketing approach to boost the sale. A manager for marketing has been asked to enter an opportunity by the director from a valid source in Salesforce.
Marketing Manager realized it required involvement of of more than one person.
He does not know how to tie different people to the same opportunity.
He approached the admin for the solution. What should Admin advise him?

A. Advise the manager to use Opportunity Team functionality.
B. Multiple user cannot work on the same opportunity.
C. Divide the effort among users by creating tasks, each task name it differently and treat it as child of parent opportunity.
D. Multiple people can work on the same opportunity as long as they all belong to the same profile.

A

A. Advise the manager to use Opportunity Team functionality.

44
Q

Company Bear California is using Salesforce for its Business. The Marketing Director asked admin admin to create an Opportunity Team. During the business process the marketing director realized that opportunity revenue should be shared evenly among the team. What feature should the admin use or ask the Director to use out of the box?

A. Use Mass Opportunity Team.
B. Use Opportunity Split Feature.
C. Opportunity Team manager split the revenue manually.
D. Revenue gets evenly split automatically by the system for a Opportunity team..

A

B. Use Opportunity Split Feature.

45
Q

Bear California has an account by “Grizzly”. This account has three opportunities. One of the Account Team Members wanted to to be part of Opportunity Team working on the 2nd opportunity. What action will Admin take and what will account team members see when on the Opportunity Team page?

A. Account Team members cannot be added to the Opportunity team.
B. Account members can be added to the Opportunity Team, but the account team member will see all the opportunities associated with the account since the member is from the Account team.
C. Opportunity Team is opportunity Specific, Account members can be added to Opportunity Team but only see 2nd Opportunity.
D. Account team members do not need to be added to the Opportunity team, account team members can see the Opportunity Team page.

A

C. Opportunity Team is opportunity Specific, Account members can be added to Opportunity Team but only see 2nd Opportunity.

46
Q

Bear California has a default opportunity team with members. The Sales Manager wants all the new opportunities to go to the default opportunity team automatically. What is the solution Admin has for the sales manager?

A. Create a new Opportunity Team, make it default for new opportunities.
B. Opportunity Owner has to flag it at the time of creation of opportunity to add automatically to the team.
C. New Opportunity can only be added manually.
D. Enable the automatic add new opportunity to default opportunity team.

A

D. Enable the automatic add new opportunity to default opportunity team.

47
Q

What is TRUE about roll-up summaries? Select two.

A. It calculates data from a child object to a parent object that shares a Master-Detail relationship.
B. It calculates values from related records, such as those in a related list.
C. It calculates data from a child object to a parent object that shares a Master-Detail relationship and Lookup relationship.
D. Roll-up summary fields are available for mapping lead fields of converted leads.

A

A. It calculates data from a child object to a parent object that shares a Master-Detail relationship.
B. It calculates values from related records, such as those in a related list.

48
Q

Leads do not convert to which standard objects? Select one.

A. Opportunities
B. Leads
C. Accounts
D. Contacts

A

B. Leads

49
Q

When should you convert a Lead in Salesforce?

A. When a Lead becomes qualified
B. When a business wants to establish a relationship with a potential customer
C. When Campaign Members become Contacts
D. All of the above

A

D. All of the above

50
Q

What happens when a lead record is converted? Select two.

A. An account, contact, and opportunity are always created.
B. The lead record is gone, because it has been converted.
C. Creation of an opportunity is optional.
D. You can still access the lead record.

A

B. The lead record is gone, because it has been converted.
C. Creation of an opportunity is optional.

51
Q

When a qualified business lead is converted, and Person Accounts are not enabled, which two records are always created?

A. Contact
B. Opportunity
C. Account
D. Case

A
52
Q

When a qualified business lead is converted, which record can be optionally created?

A. Contact
B. Opportunity
C. Account
D. Case

A
53
Q

An admin needs to calculate the sum of values in the child object in a master-detail relationship, so that the sum appears on the master record page. Which field type should she use?

A. Formula field
B. Roll-up summary
C. Validation rule
D. Lookup relationship

A
54
Q

An admin needs to have the value of a field on the child object in a master-detail relationship appear on the master record page. Which field type should she use?

A. Formula field
B. Roll-up summary
C. Validation rule

A
55
Q

Which of the following is not a type of roll-up summary that can be created?

A. Minimum
B. Maximum
C. Multiplication
D. Sum

A
55
Q

Susie, the adventurous admin, wants to change a master-detail relationship into a lookup relationship. What should be her first step when proceeding with this task?

A. Make sure there are no more than two master-detail relationships on the child object.
B. Make sure there are no roll-up summary fields on the child object.
C. Make sure there are no roll-up summary fields on the parent object.
D. Make sure that all roll-up summary fields have a populated value on the parent object.

A
56
Q

Which two are true about roll-up summary fields?

A. They are always read-only.
B. The values cannot be filtered.
C. They are always on the parent object in a master-detail relationship.
D. They can perform most formula functions in Salesforce.

A
57
Q

A General Manager for Stephen’s Security Consultants wishes to understand the capabilities of a rollup summary field. Which of the following options are available for configuring a roll-up summary field? Pick three.

A. Count
B. Aggregate
C. Min
D. Average
E. Sum

A
58
Q

To further the General Manager at Stephen’s Security Consultants, the Administrator wants to emphasize which types of summary need an aggregate field to operate.
Which rollup summary configurations require an Aggregate Field? Pick three.

A. Count
B. Min
C. Max
D. Median
E. Sum

A
58
Q

The General Manager at Stephen’s Security Consultants is almost an expert in Roll up Summary fields. However, when trying to run a roll up summary, the radio box is greyed out due to needing a different Relationship type. What Relationship Type is required to create a Roll-Up field Summary?

A. Lookup relationship
B. Hierarchical
C. Master-Detail
D. Junction

A

C. Master-Detail

59
Q

Now that the General Manager at Stephen’s Security Consultants has successfully created a roll up summary field, he wants to know how many levels he can go and still roll up to the same parent object. Using a Master-Detail Relationship, how many layers deep can a hierarchy on a rollup summary field be?

A. 10
B. 5
C. Unlimited
D. 3

A

D. 3

60
Q

Keith is the Salesforce Administrator at Greenlink Solar, and he wants to calculate total amounts invoiced to one of their biggest clients the past year. What does Keith need to keep in mind when using Roll-up summary fields. Choose three answers.

A. You can perform different types of calculations with a roll-up summary field, You can count the number of detail records related to a master record. Or, you can calculate the sum, minimum value, or Average Value of a field in the detail records.
B. A roll-up summary field calculates values from related records, such as those in a related list.
C. The detail record must be related to the master through a master-detail relationship, and the roll-up summary field must be on the Master object.
D. The detail record must be related to the master through a master-detail relationship, and the roll-up summary field must be on the Detail or Child Object.
E. A Roll-up summary field can be created on Any custom object and Any standard object that is on the master side of a master-detail relationship with a custom object.

A

B. A roll-up summary field calculates values from related records, such as those in a related list.
C. The detail record must be related to the master through a master-detail relationship, and the roll-up summary field must be on the Master object.
E. A Roll-up summary field can be created on Any custom object and Any standard object that is on the master side of a master-detail relationship with a custom object.

61
Q

Roll-up summaries can be created on any standard or custom object that is on the master side of a master-detail relationship. Which three recommended standard objects with master-detail relationships to detail records are commonly used in Salesforce? Choose three Answers?

A. Leads using the values of Contacts related to the lead.
B. Opportunities using the values of quotes related to the opportunity.
C. Opportunities using the values of opportunity products related to the opportunity.
D. Accounts using the values of related opportunities.
E. Campaigns using campaign member status or the values of campaign member custom fields.

A

C. Opportunities using the values of opportunity products related to the opportunity.
D. Accounts using the values of related opportunities.
E. Campaigns using campaign member status or the values of campaign member custom fields.

62
Q

John Brainstorm is another one of those bright and intelligent Salesforce Admins, one of a kind, and he has to do some calculations on opportunities and their related products to see how well the sales team at Springbok Rugby balls are doing. The types of fields you can calculate in a roll-up summary field depend on the type of calculation. What does John need to keep in mind about data types when using a roll-up summary field? Choose two answers.

A. Number, currency, and percent fields are available when you select SUM as the roll-up type.
B. Number, currency, percent, date, and date/time fields are available when you select MIN or MAX.
C. Number, Currency, Date, Date-time, text, Rich text, and Picklist are available when you select Count.
D. Only Number is available when you select Average.

A

A. Number, currency, and percent fields are available when you select SUM as the roll-up type.
B. Number, currency, percent, date, and date/time fields are available when you select MIN or MAX.

63
Q

What are the calculations that can be done using a Roll-up summary field? Give three answers.

A. Average
B. Count
C. Total
D. Min
E. Max

A

B. Count
D. Min
E. Max

64
Q

In which two objects are related records created when converting a lead? Give two answers.

A. Opportunities
B. Contact
C. Product
D. Account

A

B. Contact
D. Account

65
Q

When converting a lead to an existing account, you can encounter a duplicate account warning that you can’t dismiss. Which of these below conditions have to exist for this to occur? Please give three answers.

A. Accounts has an active duplicate rule with matching rule criteria that refer to account fields that are mapped for lead conversion.
B. Any of the mapped fields referenced by the duplicate rule are blank on the existing account.
C. The lead field values that populate the blank account fields match another account record.
D. The Contact object has two records with the same Firstname field.
E. The lead field values.

A

A. Accounts has an active duplicate rule with matching rule criteria that refer to account fields that are mapped for lead conversion.
B. Any of the mapped fields referenced by the duplicate rule are blank on the existing account.
C. The lead field values that populate the blank account fields match another account record.

66
Q

After a Lead has been converted, what can be true about that Lead record? Choose two answers.

A. You can’t reverse lead conversion. After it’s converted, a lead record is no longer. searchable, unless your admin assigned you the View and Edit Converted Leads permission.
B. Leads become Read-only Records.
C. Converted Lead Records are visible from the related list on the opportunity record page.
D. The Administrator can enable “Enabled Converted Leads” in Setup.

A

A. You can’t reverse lead conversion. After it’s converted, a lead record is no longer. searchable, unless your admin assigned you the View and Edit Converted Leads permission.
B. Leads become Read-only Records.

67
Q

What happens If your organization uses Contacts to Multiple Accounts when you convert a lead to an existing contact? Choose one answer.

A. Salesforce creates a relationship record that connects the contact to the lead’s account.
B. Salesforce creates a relationship record that connects the Lead to the Contact’s account.
C. Salesforce creates multiple Opportunities.
D. Salesforce Creates one Opportunity and links the primary contact to the Account for that opportunity.

A

A. Salesforce creates a relationship record that connects the contact to the lead’s account.

68
Q

What is a Roll-up Summary field in Salesforce?

A. A field that summarizes the total number of records in a custom object.
B. A way to calculate and display aggregated values on a master record from related detail records.
C. A field used to define record ownership in Salesforce.
D. A field that tracks changes made to the record over time.

A
69
Q

Which of the following is NOT a function of a Roll-up Summary field in Salesforce?

A. Calculating the sum, average, or maximum value from related records.
B. Displaying aggregated data on a master record from child records.
C. Generating custom reports for data analysis.
D. Managing user access and security settings.

A
70
Q

In Salesforce, what is the primary purpose of a Roll-up Summary field?

A. To automate record creation for new leads.
B. To calculate and display aggregated data on a master record from related detail records.
C. To create custom email templates.
D. To archive old records in the system.

A
71
Q

Which of the following statements about Roll-up Summary fields in Salesforce is TRUE?

A. They are used for creating custom fields on standard objects.
B. They are primarily responsible for tracking email communication.
C. They help calculate and display data from related detail records on a master record.
D. They are used for importing data into Salesforce.

A
72
Q

You are a Salesforce administrator working with a sales team. The team is using Salesforce to track their opportunities. They want to see the total value of all closed-won opportunities associated with an account on the account record. What feature in Salesforce should you use to accomplish this?

A. Custom Reports
B. Workflow Rules
C. Roll-up Summary Fields
D. Data Validation Rules

A
73
Q

A nonprofit organization uses Salesforce to manage donor contributions. They want to calculate the average donation amount for each donor account based on the related donation records. Which Salesforce feature can help achieve this?

A. Formula Fields
B. Approval Processes
C. Roll-up Summary Fields
D. Territory Management

A
74
Q

You are a project manager in a construction company that uses Salesforce to manage projects. You need to track the total cost of all materials associated with a project by aggregating the costs from related expense records. What Salesforce functionality is suitable for this task?

A. Visual Workflow
B. Custom Settings
C. Roll-up Summary Fields
D. Public Groups

A
74
Q

You are a customer support manager at an e-commerce company. You want to see the total number of customer complaints associated with each product on the product record. What Salesforce feature should you use to achieve this?

A. Process Builder
B. Roll-up Summary Fields
C. Territory Management
D. Sharing Rules

A
75
Q

Bear California is using Salesforce. The support Manager wanted to know the total number of cases related to account been closed in week. How can Admin help?

A. Use Rollup Summary.
B. Admin should create a weekly report for close cases.
C. User filter function on Account list view.
D. Support Manager has to see the report and manually count.

A

A. Use Rollup Summary.

76
Q

The Sales Manager wanted to know if there is a way to aggregate on opportunities for a given account. The Manager came to ask Admin to implement it.

A. Use the filter on the Opportunity list view with related account.
B. To use aggregate, Admin can use Rollup Summary feature on a Opportunity Fields.
C. Admin need to ask developer to write the code.
D. Create report for each aggregation, for example min, max, count.

A

B. To use aggregate, Admin can use Rollup Summary feature on a Opportunity Fields.

76
Q

The Sales Manager finds that the Org start is taking longer to render
once add a Rollup Summary on an Opportunity field. What is admin finding?

A. Admin should look what type aggregate function is used in roll up summary.
B. Use the recommended browser for the Salesforce Application.
C. Advise recommended number of rollup summary fields per object.
D. The parent child relation is not correct.

A

C. Advise recommended number of rollup summary fields per object.

77
Q

Sales Manager complains that he cannot create a rollup summary on the object. What will two things Admins should look into first? Choose two.

A. Master Detail relationship between the two objects.
B. If the field is on the standard or custom object.
C. Number of existing rollup summary on the object.
D. Field must be Number, Currency, date/timestamp, or percent.

A

A. Master Detail relationship between the two objects.
D. Field must be Number, Currency, date/timestamp, or percent.

77
Q

The Sales Manager at Bear Company came to admin with problem rep is facing.
The Sales Rep unable to convert a lead with error when trying to create account record.
What did Admin find?

A. Sales rep does not have create records on Object Account in Org Wide permission.
B. Manager has to create the account firs than the sales report can convert the lead.
C. Lead can be converted without the creation of Account.
D. Lead conversion is a process, Sales manager needs to change the process.

A

A. Sales rep does not have create records on Object Account in Org Wide permission.

78
Q

A Sales Rep has all the necessary permission in converting leads, yet mapping error showing up. What could be the correct reason?

A. User needs to use data loader to convert the lead.
B. Ask the user to see the mapping at the object level, lead.
C. Mapping rule is check.
D. Revisit the user permission to override the mapping rule.

A

B. Ask the user to see the mapping at the object level, lead.

79
Q

Sales rep has all the necessary permission in converting leads. User does not follow the feeds when creating new account. What should admin do?

A. Feed has nothing to do with converting lead.
B. Turn off feed in Account object during account creation.
C. It is not possible when creating new account.
D. Disable the feed tracking in chatter object.

A

D. Disable the feed tracking in chatter object.

79
Q

Sales rep has all the necessary permission in converting leads. There is no account for the lead to be converted. User asks Admin what to do?

A. Ask the manager to create the account.
B. There no account needed when comes to lead conversion.
C. User can create the new Account during conversion, given necessary permission on Account.
D. Account created during the creation of Lead. So accout is autopulated during lead conversion.

A

C. User can create the new Account during conversion, given necessary permission on Account.

80
Q

Mr. Brown is a junior admin at the ACCA company, and he was asked to create a new field on the contact object, since he wants to reference another object to get the information, he needs a Roll-up summary field, what calculation types are available in this field type?

A. COUNT, SUM, MIN, MAX
B. COUNT, MIN, AVG, MAX
C. COUNT only
D. Absolute value, IF, OR , AND

A
81
Q

Mr. Brown is a junior admin at the ACCA company. He has been asked to create a new roll-up summary field on the contact object that references information from another object. What object should Mr. Brown create the roll-up summary field on?

A. They can be created on master objects in master-detail relationships, like accounts, opportunities, campaigns.
B. Roll-up summary fields can be created on any object, including accounts, opportunities, and campaigns, regardless of master-detail relationships.
C. Roll-up summary fields are not restricted only to master objects in master-detail relationships. They can also be added to child objects.
D. Accounts, opportunities, campaigns, and other objects can have roll-up summary fields even without a lookup or master-detail relationship defined

A
81
Q

Mike needs to know the average scores on the football teams he is managing, He knows he needs a role up summary field to do this. If an Admin needs to create the role up summary what are the options they can utilize in the creation of said field?

A. Count , sum and average.
B. Create a lookup field to count the scores on the scores object.
C. Create a formula field for each team and have mike Calculate by hand, the total number of scores.
D. This is not possible

A
82
Q

Mike needs to know the uniform styles for the football teams he is managing. He knows he needs some kind of field. He describe what he needs for the admin. field. How can the admin proceed?

A. Create a role up summary field.
B. Create a lookup field to gather results from the uniforms custom object.
C. Create a formula field for
each team and have mike calculate by hand, the total number of scores.
D. This is not possible

A
83
Q

Mike knows that he needs to calculate the scores of his football teams. He knows that a master detail will not work in this case because those records will be deleted at the end of the football season. How can the Admin grant Mike’s request?

A. Create a role up summary field.
B. Create a lookup field to gather results from the uniforms custom object.
C. Create a cross object formula field which links to each football team’s score object.
D. This is not possible.

A
84
Q

Mike is using a picklist to rate his football teams. He is insistent that he needs a roll-up summary field instead. How can he get the Admin to grant his request.

A. Create a role up summary field.
B. Create a lookup field to gather results from the uniforms custom object.
C. Create a cross object formula field which links to each football team’s scores object.
D. This is not possible without changing the datatype of the field.

A
85
Q

When creating an Approval Process, what options are available when multiple approvers have been selected? Choose two.

A. Approve or Reject based on the First Response
B. Require unanimous Approval from all Approvers
C. Bypass First Approval
D. Bypass Last Approval

A

A. Approve or Reject based on the First Response
B. Require unanimous Approval from all Approvers

86
Q

Once submitted for approval, when can a user be able to edit their request?

A. If they delete the request
B. If they recall their request
C. Always before the pending request is approved
D. Only after the pending request has been approved

A

B. If they recall their request

87
Q

What is an Approval Process in Salesforce?

A. A process to delete records in Salesforce.
B. A workflow rule for sending email notifications.
C. A way to automate the approval of records based on predefined criteria.
D. A feature to create custom reports in Salesforce.

A

C. A way to automate the approval of records based on predefined criteria.

88
Q

What is TRUE about approval processes?

A. They can only be created for standard objects.
B. They are created in flow builder.
C. They cannot update fields.
D. They have to be activated.

A

D. They have to be activated.

89
Q

Maria is the awesome Admin of Circus Hat Corporation. She needs to automate the Opportunity object, so that a user can submit a request for approval to their immediate Manager? What tool should Maria use to accomplish this task?

A. Assignment rules
B. Escalation rules
C. Approval process
D. Einstein Next Best Action

A

C. Approval process

90
Q

What are the key components in the Salesforce Approval Process? Pick two.

A. Establish steps and when are executed.
B. Establish pre-requisites and the individuals or groups involved.
C. Set up Approval Actions
D. Delegate Users in Org and their roles.
E. Establish Criteria and recall settings.
F. Name Actions on approval flow.

A
91
Q

Maria is the busy Admin at a very large corporation. She has to setup an approval process for quotes that get send out to many clients, all in different locations, some dealers, some private, some even NPO’s. She has quite a few approval steps and approvers to setup. Which of the following limitations exist in Salesforce for Approval steps, give two answers?

A. An approval process can have up to 30 steps.
B. Each step can have up to 25 unique approvers.
C. Each approval process can have up to 25 Approvers.
D. Each approval process can have up to 20 steps and 10 unique approvers per step.

A

A. An approval process can have up to 30 steps.
B. Each step can have up to 25 unique approvers.

92
Q

Which of the following items should be created before you create an approval process? Choose three Answers.

A. Record Type
B. Validation rule
C. Email template
D. New Custom Field
E. Create record action

A

A. Record Type
B. Validation rule
C. Email template

93
Q

Mandy is the next best Salesforce Admin at High on Pot Plants, and she needs to put down her joint and setup an approval process for 20% discount on their large concrete out-door pots sold to certain high priority dealers. Which key components of an approval Process must she setup? Give three answers.

A. Approval steps
B. Approval Actions
C. Approval process settings
D. Approval Email templates
E. Final Rejection Email

A

A. Approval steps
B. Approval Actions
C. Approval process settings

94
Q

Mr. Brown is a junior admin at the ACCA company, and he was asked to create a new field on the contact object. Since he wants to reference another object to get the information, he needs a Roll-up summary field, what should he know is true about this field type?

A . They can be created on master objects in master-detail relationships, like accounts, opportunities, campaigns.
B. Different calculation types are available like COUNT, SUM, MIN, AVG, MAX
C. They can be created on only objects that have lookup relationships, like accounts, opportunities, campaigns
D. Users will see the roll-up summary field if they have Read access to the object granted by their profile

A

Salesforce Administrator Phoenix July 2023 (1 decks)

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