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Salesforce Admin Exam
Terms in this set (59)
As an Administrator for your company, you have two different Sales Groups that need to use different Stages on Opportunities. How do you display the correct stages for each group?
Answer: Set up two different sales processes and assign them to the appropriate profiles.
Explanation: A sales process contains the stages that an Opportunity follows through its sales cycle.
How many profiles can a user be assigned to in Salesforce?
Explanation: Users can be assigned to only 1 profile in Salesforce. They can also be assigned to only 1 role in the Role Hierarchy, as well. You can assign a user to multiple Permission Sets.
In addition to Organization Wide, where else can you specify Session Settings in Salesforce, to log users out after a set time of inactivity?
Explanation: In addition to the Organization-wide Session Settings, which can be found in Setup, there is also a Session Settings link under each profile. The Session Settings you designate at the Profile level override the Session Settings that are set organization-wide. Organization-Wide Session Settings is Sharing Settings in Setup!
Complete this sentence - Dynamic Dashboards..
Answer: ..enable each user to see the data they have access to.
Explanation: Dynamic dashboards enable each user to see the data they have access to. With dynamic dashboard, you can control data visibility without having to create a separate dashboard, with its own running user and folder, for each level of data access.
In which of the following scenarios can a Validation Rule fire, thus helping prevent bad data from entering your Salesforce org? (3)
1. During the initial creation of a record.
2. During the manual update of a record.
3. During a mass import from the Data Loader.
Explanation: Validation rules do not fire on Chatter posts, but are fired during creation and update of records in Salesforce - either manually or in bulk.
Multiple users are suddenly reporting to you that they are receiving a Validation Rule error when trying to create a new account record. The error mentions that the Industry field for the account cannot be blank. The problem is, these users cannot see the Industry picklist field, and are therefore unable to select an Industry and save new account records. Which steps should you take in order to troubleshoot and resolve this issue for your users? (2)
1. Check the Field Level Security for the industry field to confirm that it is not hidden from the affected users. To access go to Setup, Field Accessibility.
2. Check the page layout(s) assigned to the affected users to see if the industry field is displayed.
Explanation: Validation rules fire, even for fields that a user can't see. Reasons that this may occur would be if the Field Level Security isn't set for that user's profile to be able to see the field. Another possibility is that the page layout that is assigned to the user does not display the field. Turning off the validation rule may be a temporary fix until you can get the data access and visibility issue resolved, but you want to find the root cause, as best practice. The Role Hierarchy determined which records a user has access to for an object, but doesn't control the visibility of individual fields on a object.
The director of Sales has asked that you provide pricebook pricing for multiple currencies. You currently have just one pricebook created in your Salesforce org. You have also previously enabled multiple-currencies in your Salesforce org. What would you do to accommodate this request?
Answer: Create additional pricebooks; one for each desired currency.
Explanation: A pricebook can only reflect pricing in a single currency. To make pricing in another currency available to users, you would need to create individual pricebooks for each currency.
Related to Lead Conversion process in Salesforce, you can map Custom Lead fields to Custom fields on which three objects in Salesforce? (3)
Explanation: When sales reps convert qualified leads, the information from the standard lead fields appears in standard fields for contact, account, and opportunity records.
Select the 4 valid Report Types in Salesforce (4)
The Director of Sales has asked that he receive a notification whenever an opportunity with an amount of over $100,000 reaches a probability greater that 50%. Which of the following could fulfill this request? (2)
1. Big Deal Alerts
2. Create a workflow rule to sent an email to the Director of Sales whenever the criteria is met.
Explanation: Big Deal Alerts can be setup in opportunities. You can also accomplish this as a workflow rule.
The Organization Wide Default (Sharing Settings) for Opportunities is set to Public Read/Write in your organization. Which security feature would you utilize to restrict access to opportunities for certain set of users?
Explanation: If a user's profile does not grant the access to an object, they will not be able to access that object or see/edit any of that object's records, even if the Organization Wide Default is set to Public Read/Write.
True or False: Changing the Locale of a user will change the language of their User Interface in Salesforce.
Explanation: To change the language of the User Interface for an individual user in Salesforce, you would change the Language setting on that user's user record. Changing the locale will potentially impact the format of certain fields, such as date fields, but does not localize the User Interface into a different language.
What are the four available actions that can be launched from a Workflow Rule? (4)
1. Field Update
2. New Task
3. Email Alert
4. Outbound Message
What is the primary purpose of the AppExchange?
Answer: To provide a marketplace through which Salesforce users can access, download, and install apps, in order to extend the core functionality of the platform.
True or False: Once a Salesforce Organization has enabled Multiple Currencies, that Organization can not revert back to a single Currency.
Explanation: Converting an org to multi-currency environment is an undertaking not to be taken lightly, and cannot be reversed. You have to initiate this process by logging a Case with Salesforce. You also have to confirm the understanding that this process cannot be reversed, in addition to their being a lockout period for your organization.
What is the starting point for an Approval Process in Salesforce?
Answer: When a record is submitted for approval.
Explanation: For an approval process to start, it must first be submitted. This is the starting point at which a record enters an approval process, and then it traverses through various steps, based on the processes settings and if criteria is met.
What report functionality would you use in order to quickly categorize report records without creating a formula or a custom field?
Explanation: Bucketing lets you quickly categorize report records without creating a formula or a custom field.
When are Data Validation Rules fired in Salesforce? (2)
1. Before a new record is saved.
2. Before an existing record is updated.
Explanation: Validation rules fire before a record is inserted or updated in Salesforce.
When creating a Custom Summary Formula in a Report, what are the four valid Summary Types which you can select?
Which feature can be enabled and set up to automatically create a case in salesforce when a customer sends an email?
Explanation: Email-to-Case can be enabled and set up to automatically create a case in Salesforce when a customer sends an email to a defined email address.
Which field settings can you control in the Page Layout Editor?
2. Read Only
Explanation: You cannot set field dependencies from the Page Layout Editor. You can make a field visible, read-only, and/or required via the Page Layout Editor.
Which of the following are valid Chatter components?
On the left side of the Chatter Tab, you'll see Feed, What I Follow, Groups, People, Files, Topics - all of these things are components of Chatter.
Which of the following are valid report formats that are available in Salesforce?
Which of the following are valid types of Communities that are available in the Community Cloud offering by Salesforce?
1. Partner Community
2. Employee Community
3. Customer Community
Which of the following can be used to make a field required? (3)
1. Page Layout
2. Validation Rule
3. Required checkbox on the field
Which of the follow Objects can be assigned to a Queue in Salesforce?
3. Custom Object
Prioritize, distribute, and assign records to teams who share workloads. Access queues from list views. Queue members can jump in to take ownership of any record in a queue. They're available for cases, leads, orders, custom objects, service contracts, and knowledge article versions.
Which of the following profiles are Standard profiles in Salesforce?
1. Standard User
2. Chatter Free User
3. System Administrator
The list can be found in Salesforce under profiles with those that are unmarked as custom.
Which of the following scenarios would potentially result in data loss? (2)
1. Changing the data type of a field to a Number field from a Text field.
2. Changing the data type of a field from a Checkbox to Picklist field.
There are many scenarios in which you can experience data loss when changing a field's field type. Going from a picklist to a multi-select picklist won't wipe out existing data. Also, going from a number to text will be OK because the numeric values can be displayed and represented in text fields.
Which of the following would be considered a Junction Object in Sales?
1. A many-to-many relationship created with two master-detail relationships
You can use master-detail relationships to model many-to-many relationships between any two objects. A many-to-many relationship allows each record of one object to be linked to multiple records
Which records can Lightning Sync automatically keep in sync between Outlook and Salesforce? (2)
Explanation: Lightning Sync keeps Contact and Events in sync automatically.
Which statements are true regarding a Junction Object? (2)
1. Establishes a Many-to-Many relationship between two objects.
2. Is a custom object with two master-detail relationships.
Explanation: Junction objects establish many-to-many relationships between two objects and are created two-master-detail relationships.
You are trying to connect to Salesforce from an IP address that is outside of your company's trusted IP range, using the Data Loader. Your login attempts fail, although you know you know you are entering your Username and Password correctly. You have confirmed that your account is not locked by successfully logging into Salesforce via the browser interface. Which of the following is valid reason why you are unable to connect?
You have forgotten to append your Security Token to the end of your Password in the Data Loader login window.
Explanation: Your user account has not been locked, because in this scenario you confirmed your account was ok by successfully logging in via the interface. Additionally, you don't require a separate license for Data Loader - it is a free download, and you can use it to connect to any Salesforce accounts with which you have an active user license for. There are different versions of the Data Loader, and you can download and install updates, but this won't affect your ability to log in to your Salesforce instance. If you find yourself in this scenario, you'll need to append your security Token to the end of your Password in the Password Field in order to log in using the Data Loader.
You have been tasked with disabling access to a custom Salesforce application for a group of users in Salesforce. Which of the following would you adjust in order to accomplish this task?
Explanation: Profiles are used in order to grant or deny access to a custom app in Salesforce. Roles control which records you have access to, but do not control App access. Page layouts control the user interface for individual records. Sharing Rules are made at the object level, but not at the app level.
You need to quickly lock a user out of Salesforce. Which are valid options for accomplishing this requirement? (2)
1. Freeze the user
2. De-activate the user
Explanation: You would want to ideally deactivate the user, but can also freeze their user account if they are still entangled with various administrative processes. This will effectively keep them from logging back into Salesforce. You cannot delete a user in Salesforce. And changing their Role or Profile would not prevent them from logging back into their existing account.
You recently added a new Stage to the Opportunity object. Users are now reporting that the new Stage is not available from the picklist to select from. What do you need to do to make the new stage selection visible for users?
Answer: Add the new stage as a Selected Value in the appropriate Sales Processes in which it should displayed.
Explanation: The Sales Process is where you set which stages are visible to users. Field Level Security dictates whether a user can view and edit a field, but doesn't control to the level of which specific picklist values display. Likewise, the Page Layout controls which fields are displayed on a page, but don't control specific picklist values of a field. Whenever you have to deal with specific picklist value visibility, the things that control this are typically Record Type and Process Related.
Your company has recently acquired another company. You have been tasked with importing the acquired company's account, contact, and opportunity records; each of which exceeds 50,000 records each. How would you accomplish this?
Answer: Use the Data Loader and import all of the account records, then all of the contact records, and then all of the opportunity records.
Explanation: The Data Import Wizard is not an option for this task, because the number of record involved exceeds 50,000. Additionally, the Data Import Wizard is not able to import Opportunity records. You can also not import records across multiple objects at the same time, so you would need to employ the Data Loader for this task. You would start with the Account records, since the account would be the parent of both the contact and opportunity records. You would likely want to do the Contact records next and the Opportunity records last, because the Opportunities may need to be associated with Contracts on their respective accounts, such as through Contact Roles.
Your service department consist of a variety of agents with specific skillsets. Their manager would like to automatically route cases to agents based on the criteria of a case in order to assign cases to the most appropriate agent. What feature of Salesforce would you utilize to fulfill this request?
Answer: Case Assignment Rules
You need to extend the Service Cloud User feature license to a user in your organization. Where would you go to do this?
Answer: From the User record by checking the Service Cloud User checkbox.
Explanation: Feature licenses, such as Service Cloud, are assigned via the User record. You can see how many Feature Licenses you have available in your org by visiting the company information screen, but you cannot assign these licenses from there.
Which of the following can you determine by viewing a user detail page? (3)
1. The user's Profile
2. The user's Role
3. The last time a user logged in.
Explanation: The User Detail page displays user's Role, Profile, Contact info, and their recent login history. There is a lot more detail available from the User Detail page as well, such a Permission Set Assignments, Queue Membership, and more.
A user is reporting that they are unable to log into Salesforce. You check their user record and show no log in attempts for them in the past several days. What are possible things the user is doing wrong? (2)
1. The user is entering their username incorrectly
2. The user is attempting to log in to a sandbox environment instead of production
If the user entering their password incorrectly, or if their account was either frozen or locked, you would see a record of their failed login attempts in their user detail screen. If you don't see a record of their attempts on their user account, then they are either entering an incorrect username, or attempting to log into the wrong location - such as a sandbox login at test.salesforce.com instead of a production login at login.salesforce.com.
Which of the following User Interface can be enabled? (3)
2. Collapsible Sidebar
3. Hover Details
Explanation: The Global User Interface settings are a series of checkmarks that are available from Setup > User Interface. These settings control a multitude of user interface functions and it will serve you well to experiment with them in order to become more familiar with what they do and how they impact the interface of Salesforce.
You recently created a new object in Salesforce, but did not create a tab for the object. Which type of tab would you need to create, if you later decide that tab would be helpful for accessing this new object's records?
Answer: Custom Object Tab
Explanation: It is very easy to forget to create a tab for a new custom object. If you forget to do so, simply go to Setup > Create > Tabs and click New under the Custom Objects Tab section of the page. You'll be prompted to select the object that the tab is for, as well as set the Tab visibility for each profile. The four possible answers for this question represent the four types of tabs that you can create in Salesforce.
The Director of Sales would like to be able to see more details around changes to key fields on opportunities. He has asked that whenever an opportunity's Stage or Amount is changed, he needs to be able to see which user performed the change, when, as well as the previous and new entries. What should you do to accomplish this task?
Answer: Enable Field History Tracking on Opportunities and then select to track history on the Stage and Amount fields on the Opportunity Object.
Explanation: You can create certain fields to track and display the field history in the History related list of an object. The field history data is retained for up to 18 months.
When it comes to field dependency in Salesforce, which of the following type of fields can be dependent fields? (2)
1. Custom Picklist
2. Multi-Select Picklist
Explanation: Custom Picklist Fields and Multi-Select Picklist fields can be dependent picklists. Standard Picklist fields cannot be dependent fields.
Users are reporting that a picklist field is missing several selections for some records, but not for other records. What would you check in order to troubleshoot this issue?
1. Check the Selected Values for the Picklist for each Record Type of the object.
Explanation: Profiles, Page Layouts and Field Level Security don't go down to the level of the individual picklist selection. Whenever users report that certain picklist fields do not contain certain selections, go to Record Type menu for the object in question, and then select the various Record Types for that object. Each Record Type for an object will display picklists Available for Editing. If you click Edit next to one of those picklists, it will show you available values and selected values for the picklist field. From there, you can select a default selection.
The Director of Sales has implemented a commission structure for all Sales Reps. This new commission needs to be displayed on Opportunities and reflect an amount of 5% of the total amount of the opportunity. What type of field would you create to accomplish this requirement?
A formula field would be used in order to create this new Commission field.
What types of scheduling can be defined on a product in Salesforce? (2)
Explanation: Both revenue and quantity scheduling are supported for products in Salesforce, once Product Schedules have been enabled.
The tool provides a visual representation of the various steps of an Approval Process in Salesforce.
Explanation: The process visualizer uses specific notation to graphically represent each approval process. The shapes are based on the Business Process Modeling Notation (BPMN) standard. In the Process Visualizer, a shape's color changes from gray to blue when you hover over or click it.
How can you relate an opportunity to a campaign? (2)
1. Select the primary Campaign Source for the Opportunity
2. Use the Campaign influence Related List on the Opportunity
Explanation: Though multiple campaigns can be influential, you can designate only one campaign as the primary campaign source on the opportunity. The campaign you designate as the primary campaign source will always appear in the Campaign influence related list.
Which of the following tabs may be made accessible in a Customer Community?
Explanation: Both Ideas and Knowledge can be made available to customers in Communities.
Which of the following components can be added to a custom Home Page in Salesforce Classic (2)
Two primary pieces of Activity Management are Tasks and Events, which can be added to your Home Page in Salesforce Classic
Which of the following are considered valid Activity Management activities in Salesforce?
Explanation: Activities in Salesforce are your events, your tasks, calls you've made, and emails you've sent. Salesforce gives you multiple ways to track your activities together for a more complete picture of your progress on deals and accounts.
The Chief Technical Officer has requested that all data records out of Salesforce be backed up weekly. What standard functionality does Salesforce provide to accommodate this request?
Explanation: The Data export function can export all records out of your Salesforce instance weekly. You can include all objects, and salesforce will export all of the records into seperate .csv files, by object. You can schedule these exports as frequently as weekly.
Which of the following controls a user's access to a dashboard? (2)
1. The source report folder access
2. Dashboard folder access
Which of the following allows you to report on historical data in Salesforce in order to monitor and spot trends?
Explanation: Reporting Snapshot lets you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object. You can then schedule when to run the report to load the custom object's fields with the report's data.
Which tool can perform mass deletes in Salesforce?
Which Dashboard Component would you use in order to display a single value that you want to show within a range of custom values?
Use a gauge when you have a single value that you want to show within a range of custom values.
Which of the following is not a valid dashboard component type?
Where would you go to view pending workflow actions that are scheduled to fire in the future?
Explanation: The Time-Based workflow queue shows pending actions and can be accessed by going to Setup>Monitor>Time-Based Workflow.
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