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SalesforceBen Admin Practice Test
Terms in this set (60)
You can use standard reports when creating Dashboards?
Is it possible to share a custom object record manually?
A sales manager would like to view a dashboard from the perspective of different users and switch between users without editing the dashboard, how would an administrator enable this?
1) Create the dashboard as a dynamic dashboard
2) Grant the sales manager the "View my Teams Dashboard" permission
How many objects may be imported or updated using the data loader in one operation?
If the Org Wide Default is Public Read/Write, what feature in Salesforce is needed to restrict access to that object?
What is the maximum number of Components available on a Dashboard?
What is a roll-up summary field?
A roll-up summary field is a custom field that aggregates child record information into the parent record
What permissions are needed to import leads and contacts to a Campaign?
Marketing user checkbox & profile
An Marketing manager would like to generate a list of contacts for a mailing list. What type of report would be the most appropriate to use:
A users security token will be refreshed every time their password is changed.
Standard picklist fields cannot be dependent fields
Which statements about custom summary formulas in reports is true?
1) Custom summary formulas can be used in a report built from a custom report type
2) Custom summary formulas can reference a formula field within a report
You want to give a profile access to a custom object. What would be the best way to do this?
Clone a standard profile and grant additional access
Which of these actions can be triggered from a Workflow?
Field Update, New Task, Email Sent, Outbound Message
Is it possible for a user to own a record and not see it?
Fields which are hidden using Field-Level-Security are still subject to Validation Rules?
What is a Bucket Field?
Used in reports to categorise and group report values
What is conditional highlighting for reports?
Shows you visual highlights depending on a threshhold
When converting a Lead, what values are transferred to the Opportunity?
1) Close Date = Last day in fiscal quarter
2) Stage = First stage in list
Can you uninstall an App Exchange application once it has been deployed?
Where can you make a field required? (Select all that apply)
1) Field Edit Page
2) Validation Rules
3) Page Layouts
A user can save a record even if a data validation error message appears
Quotes & Opportunities are part of which cloud product?
A system administrator needs to restrict users ability to view a dashboard. How can this be accomplished?
Restrict the access to the folder that the dashboard is located
What type of report cannot be used to populate a chart in a dashboard?
A user would like to generate a list of contacts for a mailing list. What type of report would be the most appropriate to use?
What are the different types of Sharing Rules?
1) Case Sharing Rules
2) Custom Object Sharing Rules
3) Account Sharing Rules
4) Lead Sharing Rules
When are Data validation Rules Enforced?
Upon saving a record
A user can still report on a field they have access to, if it is hidden from the page layout
What can an email template contain?
2) Attached File
3) Merge Field
When a lead is converted, it becomes an Account, Contact, and Opportunity (unless you opt out of creating an opportunity)
In which scenarios will the sharing button appear?
When the sharing model for the object is private or public read only
Why should you consider using the Import Wizard over the Data Loader?
If you require some De-Duplication
Which of these objects can you map a field to on lead conversion?
What is true about dynamic dashboards:
A dynamic dashboard will show data according to the user's security settings
What is a Junction Object?
Many-to-Many relationship created with two lookup master-detail relationship
Which of the following fields CANNOT be a controlling field for Dependent Picklists?
Custom Multi-Select Picklist
A roll-up summary field requires a Master Detail relationship
Field Level Seurity or Page Layout can be used to make a field required
You can restrict a profiles view to a certain field by using which feature?
Field Level Security
What should a system administrator consider before importing a set of records into Salesforce?
1) The import file should include a record owner for each record
2) Data should be de-duplicated in the import file prior to import
Which profiles listed are a standard Profile? Select all that apply
1) Marketing User
2) Standard User
3) Contract Manager
What are the ways leads can be captured with Salesforce? (Choose two answers)
1) Lead Import
2) Web To Lead
Data loss can occur when changing fields from the following types (choose all that are correct)
1) To a Number field from any other type of field
2) Changing from a checkbox to any other type of field
3) Changing from a multi-select picklist to any other type
All of the following objects may have a queue EXCEPT
Workflow cannot be triggered upon import
A customer service manager would like to automatically assign cases to the most appropriate agent to handle the request. What feature could be used:
Case Assignment Rules
An Approval Process begins when a record is..
Submitted for Approval
A Sales Manager would like to get a report of opportunities grouped by sales stage. What kind of report meet this requirement:
Which of the following are standard Salesforce Objects?
1) Opportunity Product
To track revenue gain or loss based on currency fluctuations, you must implement what feature?
Advanced Currency Management
You can make fields visible, read-only, and required using Page Layouts.
How do you delete a user?
ou cannot delete a Salesforce User
Gauge and metric dashboard component types are based on what from a report?
What should a system administrator use to disable access to a custom application for a group of users?
Which of these is not a Salesforce feature?
Email to Lead
The Sales Director wants to be alerted to deals that are greater than $1,000,000. Which tools can you use to achieve this?
1) Workflow - Create a workflow to send an email if an Opportunity amount is great than 1,000,000
2) Big Deal Alerts
A tab is automatically created when you create a custom object.
A customer service manager would like to automatically assign cases to the most appropriate agent to handle the request. What feature could be used?
Case Assignment Rules
Formulas ignore Field Level Security settings