Upgrade to remove ads
Salesforce ADM 201 Prep
Prep questions for ADM 201
Terms in this set (152)
What do locale settings affect?
Date and Time Formats
Language settings affects?
Time Zone settings affects?
Event Start/End Times
Time in Date/Time Fields
Do Users Inherit company locale settings? Can users change their locale?
Default standard fiscal year follows what calendar?
When to use a Custom Fiscal Year?
When your companies fiscal year does not fall within the Gregorian calendar, or if the starting date does not start on the first day of the month
Impacts from using Custom Fiscal Year?
Custom Fiscal Years can't be be set back to regular FY once turned on
Forecasting needs to also be customized to match custom FY info
All reg forecasting info wont be able to be utilized unless custom forecasting parameters are set.
How do you enable multi-currency in Salesforce?
Contact salesforce.com to enable multi-currency and then active any currency you wish to use
Do Users Inherit company currency settings? Can users change their currency?
How do records display their currency in multi-currency environment?
They inherit a users currency, and can be changed.
These records display currency of the record currency settings and the user currency settings.
What does Advanced Currency Management do?
Lock converted amount on closed opportunities so the record's currency cannot be changed.
What are User Interface (UI) Settings
UI settings are for all users and how they intertact with Salesforce data
Speed up navigation
What resides in company profile?
Available # of license
The 3 levels where currency appears?
What is a Profile?
Settings that determine what users can see in the UI and what they can do
Can you edit a standard profile? Can you delete it?
What are Object Permissions? Where do they reside?
Determine the kind of records users can view, create, edit, or delete. But not the individual records themselves.
What are the 3 Tab Settings and what do they do?
Default On - Visible but can hide
Default Off - Hidden but can be shown
Tab Hidden - User cannot override
What general information is contained in a user object?
Personal - Name, Alias, Email Phone/Address, Title
Security/Access - Username, License, Profile, Role, Login History
Locale - Time Zone, Locale, Language, Currency
Define the System Administrator Profile?
Super User - Customize and administer the application
Define the Standard User Profile?
Can view, edit, and delete their own records
Define the Solution Manager Profile?
Standard User Permissions and can manage published solutions and solution categories.
Define the Marketing User Profile?
Standard User Permissions and can import leads for the organization
Define the Contract Manager Profile?
Standard User Permissions and can edit, approve, and activate, and delete contracts
Define the Read-Only Profile?
Can only view records
What is the difference between settings and permissions on a profile?
Settings determine the UI
Permissions determine data access
What do object permissions control?
The records/objects a user can view, edit, create, or delete.
How could you quickly create multiple users?
In 'Manager Users' there is a button 'Add Multiple Users'
What does 'Trusted IP Ranges' bypass and where is this located?
Allows users to bypass activation when logging in from a new IP Address
Setup->Security Controls->Network Access
How and where can you restrict login location and login hours?
For a group of users you can restrict their login ip and hours in profile
Will a user be able to login if their IP Range is in the 'Trusted IP Ranges' but does not fall within the IP Range restriction in their profile?
No they will be denied access. Hour and IP range restriction overrides all other froms of authentication.
What do Permission Sets do?
They allow additional access on top of your existing profile.
How can an Administrator login as another user?
If the user grants them access in 'My Personal Information->Grant Login Access'
Or if you have request from salesforce.com to enable 'Administrators Can Log in as Any User' this can be enabled in 'Setup | Security Controls | Login Access Policies'
What default permissions are granted to associated objects when you own the associated to object?
What does Organization-Wide Defaults set? And where can you set this?
Default access for records/objects to users that they do not own.
'Setup | Security Controls | Sharing Settings'
What are the 'Organization-Wide Default' access levels? And what does each grant?
Private - Search/Reprot on owned records only
Public Read-Only - Search/Report on all records
Public Read/Write - View/Edit/Report all records
Public Read/Write/Transfer - View/Edit/Report/Transfer all records only available on cases or leads
What do users in a higher role inherit?
Ownership privileges on records owned by users below them.
How do roles affect associated records?
For Case, Contact, and Opportunity if 'Organization-Wide Defaults' for these are set at Public Read-Only and below then roles can control access levels to these related records.
Sharing rules comprise of what three components?
1) By specific users
2) Specific criteria
1) Public groups
3) Roles and subordinates
Public groups can comprise of?
Public groups can comprise of 4 groups: Individual Users, Roles, Roles and Subordinates, and Other Public Groups.
How do teams work in Salesforce?
They involve Accounts and Opportunities and allows additional sharing of records by members associated to the team. Teams need to be enabled for Account or Opportunity.
How does Manual Sharing work? When or who is it enabled to?
Allows users to grant one-off access to their records to users, roles, and public groups.
When: Only objects set to public read-only or below in 'Organization-Wide Defaults'
Who: To record owners or individuals above in the role hierarchy, or administrator.
What allows vertical, lateral, flexible, and specific access to records?
Vertical: Role Hierarchy
Lateral: Sharing Rules
Flexible: Manual Sharing
Specific: Permission Sets
What is Field-Level Security? What does it affect?
Restrict what fields users can view/edit based on profile.
1) Record detail/edit page
2) Related Lists
3) Search results/reports
4) List Views
Most restrictive or less restrictive access applies?
Role Hierarchy Control?
Users in higher roles inherit the special ownership privileges on all records owned by users in roles below them.
Also appears at top of opportunity roles.
How does profile differ from role?
Profile determines what a user can do to a record.
Role determines what individual records users have access to.
Why are sharing rules used?
Grant additional access to group of users by object basis, and exceptions to 'Organization-Wide Defaults'.
When to use public groups?
Simplify creation of sharing rules when more then one is required.
Where can you configure field-level-security?
1) When creating a field
2) When you edit a field
3) When you edit a profile
What can be changed in a standard field? What are standard fields?
2) Help Text
3) Values in Picklist
4) Field-level security
Default fields in standard objects (eg: Account, Opportunity, Campaign, etc...)
What can occur when you edit a custom field's data type?
Data lost can occur and assignment or escalation rules can be affected.
Does Salesforce store deleted fields?
How long does Salesforce save deleted fields and records?
15 days, or 25 times your storage limit and then the oldest records get deleted. Or if a person goes into the recycle bin to permanently delete the items.
Which field types can be 'Controlling' picklists?
Standard or Custom Picklist
Standard or Custom Checkbox
Which field types can be 'Dependent' picklists?
Custom Multi-Select Picklist
What are Lookup fields?
They link two records/objects together to create a parent-child relationship
What are Lookup Filters? What can they reference?
Limit records available in a lookup field
Fields on Source
Fields on Target
Fields on Related Target Record/Object
What are Dependent Lookups?
They are lookup filters that reference another field on the same object to create a dependent lookup.
(eg: On Case contact field (Contact->Account Id equals to Case->AccountId)
What are Custom Formula Fields?
They are calculations and can be based on other fields to display numbers, text, or date values.
1) Read Only
2) Reference fields on current record, or related records
3) Cannot use currency codes, description, or custom long text area, or multi-select picklists
4) Not searchable or available for lead conversion or data exports
What is a Record Type?
Helps define page layouts and picklist values based on profile.
Which Objects have Record Types with a business process or lifecycle? How are they linked?
Opportunity, Case, Solution, and Lead.
A business process must be defined before a record type for each can be created.
History Track contains what information? How many fields can it track on an Object?
3) Old and New Values
20 standard and custom fields
What types of data validation are there in Salesforce? What order do they run?
Standard and Custom
What does standard validation do?
1) Check field type
2) If it is required
3) If it is unique
What does custom validation do?
Validations defined by a user for business uses
Define a Required Field?
Required on save
Included on all pagelayouts
Cannot be hidden
Editable by all profiles
Cannot be picklists or text area
Define a Unique Field?
Prevent duplicate on save
Existing duplicates cause error
Email, Number, Text fields only
Text fields can be case-sensitive
What does page layout control?
What must you define for a validation rule?
Workflow tasks can be assigned to?
Sales Team Role
Account Team Role
How can workflow tasks be tracked?
Via activity history and reports
How can you assign a task to multiple users?
You cannot, you will need to create multiple tasks and assign to each user
Can a Workflow Field Update cause another Workflow to fire?
Yes only if 're-evaluate' is checked when creating/editing the Field Update.
What is the Workflow Evaluation when a record is updated/created?
What objects does Leads map to when they are converted?
Account, Contact, or Opportunity
What are Queues?
They are records awaiting processing by assigned members.
Queues can be made up of?
roles + subordinates
Assignment rules can be set for which objects? What do they do?
Lead or Cases
They assign owners based on criteria you specify within the rule
How many assignment rules can be running at the same time?
Only 1 rule can be running at a time
What are Auto-Response Rules? How many rules can be active at one time?
They respond to a lead or case creation with an email based on specific criteria.
List the parts of a workflow?
What is web-to-lead or web-to-case forms?
HTML generated forms from salesforce that send specific fields to create the lead or case directly.
What is an Auto-Response Rule?
A specific set of rules if matched sends an email out to a user if they created a lead or a case from a web-to-case/lead form
Which folder are standard reports stored in?
Can standard reports be customized?
Can standard reports be deleted or overwritten?
How can custom reports be built?
From scratch or from standard reports
Where can custom reports be saved?
In custom, personal, or unfiled folder
Can custom reports be deleted or overwritten?
What permission does a user need to run reports?
Their profile must have 'Run Reports' enabled, and they have to have access to the report folder
How are Folders made accessible to users?
They can be made accessible to select users, public, or private
What are Tabular Reports?
Simple listing of data without subtotals
What are Summary Reports?
Same as tabular reports, plus allows sorting and subtotaling of data.
What are Matrix Reports?
Similar to summary reports but allow you to group and summarize data by both rows and columns.
How many filter fields can you have on a report?
How can you link multiple filters together?
Using 'and', 'or', and 'not' operators
How do you set priority conditions in report filters?
eg: (4 AND (2 OR 3)) OR 1
Finds records that match the last filter line as well as those that match the first and either the second or third filter line.
How many Custom Summary Formulas can a report contain? What types of reports can contain Custom Summary Formulas?
Summary and Matrix reports
Custom Summary Formulas can be displayed on what type of rows?
Summary rows (not detail record rows)
What can and cannot a Custom Summary Formulas reference?
They can reference formula fields, but not the actual formulas.
Advantages of printer-friendly version of a report?
Preserves formatting, groupings, and subtotals
exports to Excel
Advantages of exported version of a report?
Creates a csv or xls file
Use to mass update or move data
What is visible in an Emailed Report?
The running user determines the data visibility
Running user must have access to the folder
All recipients must have access to the same folder
What is Analytics Edition?
Comes with professional and ultimate editions.
1) Bucketing: Lets you group data and place them in categories.
2) Cross-Filtering: Allows filtering on related objects, for instance, in a report on accounts and contacts, to show all contacts in accounts that don't have a closed opportunity.
3) Joined Reports:- where you can join reports together.
4) higher limits on snapshots, scheduled reports and dashboards, and dynamic dashboards.
What is a dashboard?
Visual representation of data from multiple reports ran as a specific user.
How many components can a dashboard be made up of?
Components can be made up of?
Custom S-Control (Anything that can be ran in a browser)
Who can be the 'Running User' for a dashboard?
Dynamically set to the viewer
Selected by viewer
What are the Dashboard filter limits?
10 by default up to 50 and can be extended by Salesforce.
Enabling Chatter also enables?
Enable objects and fields for feed tracking and generating their own chatter posts
Invitations to people outside of your company to join Chatter
Email notifications for Chatter
What happens when you enable chatter?
Chatter is add to applications
Chatter is added to standard applications tab
These objects are Chatter enabled: Account, Case, Chatter Group, Contact, Lead, Opportunity, User
Some fields on these objects are enabled
What are Chatter Groups?
Public or private groups to share knowledge, files, and links.
What are Public Calendars?
They are calendars that can be shared with public groups, roles, and users.
Which Objects can have queues?
Case, Lead, Custom Objects
Import Wizard what Objects can you Import?
What happens to a Lead when you convert it?
It becomes read only
When a Lead is converted without the 'Company' field what is created? How can this be done?
A person account
Via API or hiding the Company field through field level security
Can custom fields on leads Map to fields to the converted object?
What fields can custom fields map to converted objects?
custom fields only
What does Connection Finder do?
Sends an email out to a partner/contact to give them a survey to see if they use Salesforce.
Time Action Workflow are available from which triggers?
B) created, and every time it's edited
C) created, and any time it's edited to subsequently meet criteria
A or C
Which types of packages can be updated?
How do lookup filters differ from master-detail relationship?
They do not support sharing or roll-up summary fields.
Do Validation rules get enforced on the Lead Conversion?
No not unless it is set in Customize->Leads->Settings
On Lead Conversion, the Close Date of the newly created opportunity is automatically set to?
B. Today ()
C. Last Day of Current Quarter
D. Last Day of Current Month
E. Last Day of Current Year
Can users be permanently deleted?
Source report for the Analytical Snap Shot can be made up of?
How many custom fields can be created on an object in an unlimited Edition?
What are Tags?
Tags are words or short phrases that you can associate with most Salesforce records to describe and organize their data in a personalized way.
What are the different types of mobile applications for SF?
Capabilities of Mobile Lite?
Edit All Standard Objects
Supports Custom fields
Most recent records and view
No Custom Objects
Free for all editions of SF
How do you setup Salesforce for Outlook?
You must configure a setting in Desktop Configuration->Outlook Configurations with:
Access: User or Profiles
Data Syncs: Event, Contacts, Tasks
How can you or do you get setup locally for Salesforce for Outlook?
You must have access via configuration settings and d/l the client software from SFDC.
What are the syncing methods for Salesforce for Outlook for the data points?
Salesforce.com to Outlook: When data first syncs, a record in Salesforce creates or updates a record in Outlook. Changes made to Salesforce records appear in Outlook as well as delete. Outlook changes are never sent to Salesforce.
Outlook to salesforce.com: Same as above but opposite direction. This option isn't available for contacts.
Sync both ways—When records sync, changes to Outlook records are reflected in Salesforce, and vice versa. If records conflict, the conflict behavior setting determines which record wins.
What does Territory Management work?
It helps assign users to account/opportunity that fall within the same territory. Users can be assigned to account/opportunity outside of their territory, but will be automatically be assigned to the territory as unactive.
How does Territory Management: Opportunity Confinement work?
It attempts to restrict the opportunities preset territory to the parent account if it changes, or sets it to blank if they do not match.
What actions don't trigger workflow rules?
Mass replacing picklist values
Mass updating address fields
Mass updating divisions
Changing the territory assignments of accounts and opportunities
Converting leads to person accounts
Can you have multiple Campaigns on an Opportunity? Can you have multiple Primary Campaigns on an Opportunity?
What are field sets?
Group of ordered fields from custom/standard fields from an object
What are the standard applications in Salesforce?
What are the SF editions?
Limits of Rollup Summary Fields?
Limits of Relationship Fields?
Maximum Time Triggers for a workflow?
Maximum immediate Actions for a workflow?
Maximum time dependent actions per Time Trigger?
What actions can you take with Workflow Update Actions?
You can't delete a custom object when?
target object in an analytic snapshot.
master side of a master-detail relationship
In a many-to-many relationship, a user can't delete a parent record if there are more than 200 junction object records associated with it and if the junction object has a roll-up summary field that rolls up to the other parent
What can you report on based on report type?
A report type defines the set of records and fields available to a report based on the relationships between a primary object and its related objects.
Which objects can have criteria based sharing rules?
accounts, opportunities, cases, contacts, leads, campaigns, and custom objects.
How many criteria based sharing rules can be created?
THIS SET IS OFTEN IN FOLDERS WITH...
Sales Cloud Applications
Salesforce Admin 201 - User Management
Salesforce ADM 201 - Flashcard Set 2
YOU MIGHT ALSO LIKE...
Salesforce Admin 201 practice review
Salesforce.com ADM-201 Certification Preparation (…
OTHER SETS BY THIS CREATOR
ADM-201 Spring '16