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Quizz 5 - Administrator Salesforce
Terms in this set (60)
What component can be used to display a report grand total? Choose 2 answers
During a Lead Conversion, what is it possible to do? Choose 2 answers
Standard Lead fields are already mapped to standard Account, Contact, Opportunity fields
Custom Lead fields can be mapped to custom Account, Contact, Opportunity fields
Lightning for Outlook must be configured for: Choose 2 answers
In which case should validation rules be used? Choose 3 answers
Record update by users
What tool can be used to export data on Salesforce?
Data Loader export
Weekly data export.
How much time does a user have to customize its password once the activation email is sent?
What can be customized on the mobile application through Salesforce Branding?
Loading page color
Loading page logo
What are the considerations when creating a Username?
Username is in the format of an email address and is unique across all Salesforce Organizations
What is Knowledge Base used for?
It allows Support users to create Articles and use them to solve Cases
Universal Containers wants to enrich its reports with the Lightning Report Builder. What functionality is available? Choose 2 answers
The Sales team wants an easy solution to gather customer requirements and share presentations with them. How can an administrator help? Choose 2 answers
Add customers to private Chatter Group
Use Chatter Files to share presentations
Users cannot save a record. An error message appears above a picklist field whatever the value is selected. What can be the source of this issue?
Several Validation Rules are contradictory
Some users complain that they cannot create Email Templates in the « Unfiled Public Email Template » folder. How can an Administrator give them access?
Go on their profile and check the "Manage Public Templates" permission
Managers want to access reports on adoption statistics for Lightning Experience. How can an Administrator answer quickly to this requirement?
Go on the AppExchange to download reports
The sharing model is on Public Read/Write. Sales Reps should be able to read and edit all Opportunity records, but Support Reps should only be able to read them. How can an Administrator fulfill this requirement?
Create a custom profile with Read-Only access to the object and give it to the Support Reps
An Administrator wants to prepare the upcoming arrival of 10 collaborators in a couple of weeks. What tool can an Administrator use? Choose 2 answers
Use the Mass Create User functionality and uncheck the Generate Password option. Use Data Loader and import users with the field "isActive = False"
What is true about the "Case Feed"?
Chatter Feed Tracking must be enabled before the Case Feed activation
How can Sales Reps collaborate on how to close opportunities that are similar to their collaborators'? Choose 2 answers
Chatter Private Group
Dashboard on Opportunities
What is the "Campaign Influence" functionality?
Let you decide how credit is assigned to each campaign that contributes to bringing in an opportunity.
What are the capabilities of the content delivery feature of Salesforce Content? Choose 3 answers
Track how often content is viewed or downloaded
Make contents available to recipients within and outside of Salesforce
Define a password to access Content files
Universal Containers wants to reduce the number of customer calls to their Call Centers. It wants to allow their customers to find their answers on their own or to chat directly with Support Reps. What tool can be used to answer those requirements? Choose 2 answers
The Administrator has created a Record type but certain users complain that they cannot use it when creating a new record. What could be the issues? Choose 2 answers
The record type is not assigned to the right profiles
The record type is not activated
A Sales user want to delete or rename a report. What access level should be given to him?
How can a Case be automatically created in Salesforce? Choose 3 answers
What password policies can be enforced in Salesforce? Choose 3 answers
The password must contain 8 characters with at least 1 letter and 1 number
When creating a new password, a user cannot use the three previous ones
The answer to the security question cannot contain the user's password
The administrator will create a custom field to track a specific Tier 2 support user on a case record, which data should be used when creating this custom field?
Lookup relationship field
Universal Containers uses 3 types of business process to sell widget A, B, and C. Sales Users and Marketing Users should have different information layout. What does an Administrator have to create?
3 record types and 6 page layouts
An employee wants to inform his colleagues that he will be unavailable for several weeks. What tool can an Administrator set up to answer this need?
Check the "Out of Office" option on Chatter Settings
What access level on the sharing model is available for the object Account?
When setting up a Record Type, what does an Administrator have to consider concerning the Master Picklist?
The Master Picklist should list all values that will be used across all record types.
Universal Containers want to send a PDF automatically to the customer to obtain a signature when an opportunity is closed won. What should an Administrator do?
Go on the AppExchange.
What is true about the Approval Process? Choose 2 answers
The approval actions define what is done if the approval is accepted or rejected
The Approval Process can be tracked with the "Approval History" related list.
Universal Containers want to build a report on Opportunities grouped by stage and use it in a Dashboard. What should be used?
Universal Containers wants to allow its sales department to collaborate on the sales forecast. Specifically, the Sales Managers should be able to modify the sales forecasts of their subordinates. What functionality answers this need?
Enable Forecast Adjustment
Universal Containers encounters quality control issue on one of its product lines. What object can be used to track the issue?
Universal Containers want to assign specific Cases to its Tier 2 Support Agents. What automation tool can be used?
Case Assignment Rule
What can be associated with Campaign Members? Choose 2 answers
How many objects can be used to create a report type?
4 as long as they have a relationship
Universal Containers wants its cases that have not been closed after 5 hours to be reassigned to specific Support Agents. What tool can be used?
Case Escalation Rule
What can be done with a workflow rule on a field? Choose 2 answers
Change the record type of the record
Set a specific value to a field
Which two changes are tracked in the Setup Audit Trail? Choose 2 answers
Using the Data Import Wizard
Resetting a User's password
What configuration allows the users to see what fields must be completed before saving a record?
Page Layout required fields
Universal Containers uses a hybrid sharing model. Accounts and Contacts are set to Read-Only and Opportunities and Cases are set to Private. Account Executives own all the Accounts. Some Contacts are owned by Account Executives and other Contacts are owned by Support Reps. How can the Administrator make sure that all Account Executives can modify all contacts related to their own accounts?
Select the edit all associated contacts option for the Account Executives Role in the Role Hierarchy
Universal Containers wants to create a field to store credit card numbers and wants to protect the information. What two parameters should the Administrator configure to answer this requirement? Choose 2 answers
Create an Encrypted Text field
Update Field-Level Security settings
What of the following is a benefit of using a Lookup Filter instead of a Validation Rule?
Improves user efficiency when selecting a related record
Universal Containers created a new custom object "Position" items, but the HR team cannot see the related tab. What should the Administrator check to identify the issue? Choose 2 answers
Support Team Permission Set
Support Team Profiles
What happens to the associated license when a user is deactivated?
The license becomes available for reassignment
Universal Containers has a complex sales process with multiple record types, each shared with all Profiles. Some users complain about the Record Type selection screen when creating new Opportunities is to0 crowded. What can an Administrator do to allow these users to bypass the Record Type selection screen? Choose 2 answers
Ask users to update the Default Record Type in My Settings
Remove Record Types from the users' Profiles
What are two benefits of using Data Categories with Salesforce Knowledge? Choose 2 answers
Article access can be controlled
Articles can be classified into groups
What are the two recommended best practices before deleting data? Choose 2 answers
Schedule a weekly data export and download the backup zip files
Run and export a report to backup data
In which situation is the Case Contact notified when a support representative adds a new case comment?
The System Administrator enables Case Comment Notification to Contacts
The Universal Containers CEO does not want to see the list of Contacts when viewing an Account page but still needs to access Contact records. 50. How should a System Administrator configure this?
Create an Account page layout without the Contacts Related List
The marketing team is asked to provide branding and messaging for email templates to be used throughout the customer support process. In which two locations can the System Administrator implement customer-facing email templates concerning Cases? Choose 2 answers
Case Auto-response Rules
Support Rep's Send Email options
At Universal Containers, the sales managers would like Opportunities that have NOT been updated in the past 30 days to automatically be flagged. 48. How should a System Administrator implement this requirement?
Create a formula field to calculate the time since the last update and display an image of a red flag if it meets the defined criteria
What feature allows a user to group campaigns within a specific marketing program or initiative?
Universal Containers requires that the organization-wide default for opportunities be set to public read/write. However, sales users are complaining that opportunity reports return too many results, making it difficult to find their team's opportunities in the report results. How can the system administrator address this problem?
Use the show filter to filter report results and reduce records returned
Which circumstances will prevent a system administrator from deleting a custom field?
The field is used in a workflow field update
Some users complain that they cannot create Campaigns. What should the Administrator do to identify the issue? Choose 2 answers
Make sure that the Marketing User option is checked on the users' records
Make sure that the users' profiles have the Create permission on the Campaign object
An Administrator wants to include a "View All" permission to all users that are assigned the "Marketing User" profile. What can be done? Choose 2 answers
Create a permission set and assign it to the relevant users
Create a custom profile for the relevant users.
What can be changed on a standard field? Choose 3 answers
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