ADM 201 Salesforceben

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A Sales Manager would like to get a report of opportunities grouped by sales stage. What kind of report meet this requirement:

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What are the different types of Sharing Rules? (Select all that apply)

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Formulas ignore Field Level Security settings

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Which profiles listed are a standard Profile? (Select all that apply)

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The Sales Director wants to be alerted to deals that are greater than $1,000,000. Which tool should you use to achieve this? (Select all that apply)

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Data loss can occur when changing fields from the following types (Select all that apply)

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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? (Select all that apply)

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What type of report cannot be used to populate a chart in a dashboard?

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What should a system administrator consider before importing a set of records into Salesforce? (Select all that apply)

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What is the maximum number of Components available on a Dashboard?

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. A users security token will be refreshed every time their password is changed.

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Which of these actions can be triggered from a Workflow?

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When are Data validation Rules Enforced?

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If the Org Wide Default is Public Read/Write, what feature in Salesforce is needed to restrict access to that object?

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Which of the following are standard Salesforce Objects? (Select all that apply)

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All of the following objects may have a queue EXCEPT

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You can use standard reports when creating Dashboards?

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Which of these objects can you map a field to on lead conversion? (Select all that apply)

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Fields which are hidden using Field-Level-Security are still subject to Validation Rules?

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An Approval Process begins when a record is...

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Is it possible to share a custom object record manually?

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What are the ways leads can be captured with Salesforce? (Select all that apply)

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A customer service manager would like to automatically assign cases to the most appropriate agent to handle the request. What feature could be used:

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What is true about dynamic dashboards:

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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:

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You want to give a profile access to a custom object. What would be the best way to do this?

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Quotes & Opportunities are part of which cloud product?

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Standard picklist fields cannot be dependent fields

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You can make fields visible, read-only, and required using Page Layouts.

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Where can you make a field required? (Select all that apply)

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Field Level Security or Page Layout can be used to make a field required

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How do you delete a user?

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A user can still report on a field they have access to, if it is hidden from the page layout

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A user can save a record even if a data validation error message appears

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Can you uninstall an App Exchange application once it has been deployed?

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When a lead is converted, it becomes an Account, Contact, and Opportunity (unless you opt out of creating an opportunity)?

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A tab is automatically created when you create a custom object.

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Which of these is not a Salesforce feature?

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A user would like to create a Dashboard component showing the top Sales people for this year. What type of report would be the most appropriate to use?

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A customer service manager would like to route cases that come from the support email address to one particular user. Which feature would they use to best accomplish this?

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What permissions are needed to import leads and contacts to a Campaign?

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Which statements about custom summary formulas in reports is true? (Select all that apply)

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Gauge and metric dashboard component types are based on what from a report?

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A system administrator needs to restrict users ability to view a dashboard. How can this be accomplished?

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When converting a Lead, what values are transferred to the Opportunity? (Select all that apply)

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To track revenue gain or loss based on currency fluctuations, you must implement what feature?

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What can an email template contain? (Select all that apply)

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How many objects may be imported or updated using the data loader in one operation?

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What should a system administrator use to disable access to a custom application for a group of users?

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You can restrict a profiles view to a certain field by using which feature?

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Which of the following fields CANNOT be a controlling field for Dependent Picklists?

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Why should you consider using the Import Wizard over the Data Loader?

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Is it possible for a user to own a record and not see it?

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Workflow cannot be triggered upon import

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What is a roll-up summary field?

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A roll-up summary field requires a Master Detail relationship

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What is conditional highlighting for reports?

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In which scenarios will the sharing button appear?

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What is a Junction Object?

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What is a Bucket Field?

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What is the maximum amount of Fields you can set for History tracking on an Object?

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What is NOT true about standard fields?

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When a Lead is converted, which object can be optionally created?

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A company’s Sales Intern created a List View for Account and she wants to share it with a colleague, however she cannot see the option to share her list view when she edits it. How can an Administrator correct this?

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How can you make a field required? (Select 3)

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A company would like to trigger an update on a custom Opportunity field when the Status of the Opportunity has been set to Closed Lost. How can this be achieved?

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Where can you find out how many overall and used licenses your Company have for Salesforce?

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A Company has no specific Assignment Rules in place for Cases, and would like their support team to cherry pick them as and when they have the time. How can an Administrator set this up?

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A Company wants to import over 1 million records into Salesforce from their old system. Which tool should they use?

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What cannot be set on the Company Information page on Salesforce?

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When creating a user, what does the locale setting affect?

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Users can select to see a certain Dashboard on their home page using which feature?

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Your company has a private sharing model and a user is having trouble accessing a type of record they need to do their job. The user is at the bottom of the role hierarchy. What feature would be most suitable to grant this specific user access to this record type?

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What is true about standard picklist fields?

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Your company has started introducing pre-sales engineers to work alongside the sales person on deals. Any pre-sales engineer who helps close a deal will be entitled to 5% of the total deal size. What is the best way to track this in Salesforce?

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A new team in your company is looking to move onto Salesforce to use Cases for compliance reasons. They have a distinctly different process than the current team which happens in sequential order; New, In Progress, Tier 1 Approval, Tier 2 Approval, Closed. How can this best be reflected in Salesforce?

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What is the Cloud Scheduler used for in Salesforce Classic?

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A chatter group can have access levels? (Select 3)

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When importing data using the import wizard. Which fields can be used to match an existing Lead? (Select 3)

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Email Templates folders in Salesforce can grant permissions to different sets of users. Which feature is not available when sharing Email Template folders?

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What permission must a manager have to be able to set the running user in a dashboard to anyone below them in the role hierarchy?

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What action is available in process builder that is not available in workflow?

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Which objects can be synced when using Salesforce for outlook? (Select 3)

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You have recently setup a role hierarchy for your organisation to enable logical sharing through hierarchies. Managers are complaining that although they can see Opportunities of their team, they cannot edit them. What feature needs to be changed?

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Your company have a requirement to grant the Finance team access to Salesforce. They need to have access to all data in Salesforce, ignoring all sharing. They do not need to edit. What would be the most appropriate way?

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When a customer engages with your company, a nominated pre-sales consultant needs to work with the account manager to close the deal. They only need access to the Account, and must not have access to the Opportunity object. Your Org wide defaults are set to Private, what is the easiset way to share an account in this manner?

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The sales manager at your company has requested to see the total amount of closed won sales for any given account. How can this be achieved?

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Auto-response rules can be created for which objects? (Select 2)

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Your company sells into two main markets, enterprise and small/medium business. While products remain the same, prices differ per market and must be reflected as such in Salesforce. What would you recommend?

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hat is the main function of escalation rules when working with cases?

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What is NOT a feature of tasks in Salesforce?

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A company would like to minimise duplicates when importing Leads from a recent tradeshow. They would like to update existing leads, while adding new ones. Which tool will help with this?

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What is true about Custom Report Types? (Select 2)

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The sales director has asked you to create Dashboards component to show the number of Leads created last week, last month, and last quarter. What would you recommend?

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Your company is interested in looking at integrating their phone system into Salesforce to automatically record call history? As an Admin, what would your recommendation be?

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ou have set login restrictions on your Org to only allow access from 9:00am-5:00pm. If a user is currently actively working on a record and clicks save at 5:05pm, what will happen?

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The compliance team at your company have started using Salesforce. They need to input extra information on the contact record to perform background checks. This information needs to be reportable by the rest of the organisation, but is not relevant to anyone else in day to day operations. What solution would you recommend to display this information to the compliance team?

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All users are currently using the “Standard User” profile in Salesforce. You have recently created a custom object which some users will need access to. How would you do this?

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What is true about deleting a custom field? (Select 2)

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You wish to create two different sales processes for Sales & Service. What is needed in addition to the sales process, if you wish sales people to use both processes?

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What is true about a master detail relationship?

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. What is the primary function of campaign influence?

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Your company would like to start getting feedback from users of your product. They are mainly interested in feature requests. How could Salesforce be used to facilitate this requirement?

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Your company would like a basic way for their enterprise customers to gain access to solutions. This feature must not be available to other customers. What could meet this requirement?

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There has been an increase in unqualified leads being converted. Your company would like to minimise this by ensuring a certain level of information is entered prior to Lead conversion. What Salesforce feature would you recommend to help with this?

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Your company performs a backup of all internal systems every week. What feature would help ensure that Salesforce is backed up week?

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Duplicates are a big problem for your company, and you have been asked to recommend an approach to ensure new leads are not already in the system by evaluating their email. All leads must be blocked from entering the system. What would you recommend?

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The executive team have a weekly meeting every Wednesday to discuss sales and operations. They use a report called “Global Pipeline” and would like to have this sent to them automatically at 3pm every Wednesday. What feature would you recommend?

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What other feature must be activated to allow you to use a tabular report in a table component?

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A sales manager would like to create a sales leader board showing the totals of all Closed won deals by sales person. What would be the best way to create this?

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A user has entered a password incorrect too many times, this has resulted in their account being blocked. How would you resolve this?

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A user is complaining that they cannot see a tab for an object after you have recently switched their profile. What could be the issue? (Select 2)

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A sales manager has requested to display the account rating field on all opportunities, how would you fulfil this requirement?

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Where can a custom field be set as read only?

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A custom picklist you have created has “Restrict picklist
values..” selected. What is the default functionality if you
attempt to upload a value that doesn’t exist using the data
loader?

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Your company is interested in creating a comprehensive set of articles that can be accessed from within Salesforce, Communities & Publically. They want to ensure that their employees, customers and partners have as much information at their fingertips to solve their own cases. What would you recommend?

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Duplicate rules are NOT available for which object?

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While testing a new feature in Salesforce, a support manager has accidentally created 100 cases in Salesforce. What is the quickest way to delete these?

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What are the three access levels you can grant to Report & Dashboard Folders?

ADM201 Project, Programme & Portfolio Management Quiz am ADM 201 Salesforceben, erstellt von Nico Saborowski am 12/06/2017.

ADM 201 Salesforceben

ADM 201 Salesforceben

A Sales Manager would like to get a report of opportunities grouped by sales stage. What kind of report meet this requirement:

What are the different types of Sharing Rules? (Select all that apply)

Formulas ignore Field Level Security settings

Which profiles listed are a standard Profile? (Select all that apply)

The Sales Director wants to be alerted to deals that are greater than $1,000,000. Which tool should you use to achieve this? (Select all that apply)

Data loss can occur when changing fields from the following types (Select all that apply)

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? (Select all that apply)

What type of report cannot be used to populate a chart in a dashboard?

What should a system administrator consider before importing a set of records into Salesforce? (Select all that apply)

What is the maximum number of Components available on a Dashboard?

. A users security token will be refreshed every time their password is changed.

Which of these actions can be triggered from a Workflow?

When are Data validation Rules Enforced?

If the Org Wide Default is Public Read/Write, what feature in Salesforce is needed to restrict access to that object?

Which of the following are standard Salesforce Objects? (Select all that apply)

All of the following objects may have a queue EXCEPT

You can use standard reports when creating Dashboards?

Which of these objects can you map a field to on lead conversion? (Select all that apply)

Fields which are hidden using Field-Level-Security are still subject to Validation Rules?