Keegan Swartley
Quiz by , created more than 1 year ago

Quiz based from public created flash card on Quizlet for Salesforce ADM201. Is set to allow correct answer to be seen as answered and/or at the end of all questions, if you have an account. This is a study guide only to help test your Knowledge on Salesforce at the basic Admin level. Again the Questions and Answers are direct from other public sources, but now in a quiz format to assist in testing your understanding of the material.

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James McLean
Created by James McLean almost 9 years ago
Brianne Wright
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Arron Asberry
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Keegan Swartley
Copied by Keegan Swartley almost 8 years ago
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SalesForce ADM 201 Study Quiz

Question 1 of 179

1

Which feature allows a user to group campaigns within a specific marketing program or initiative?

Select one of the following:

  • campaign hierarchy

  • campaign lists

  • campaign members

  • campaign influence

Explanation

Question 2 of 179

1

Which dashboard component can display data from the summary rows of reports? (pick 2)

Select one or more of the following:

  • gauge

  • table

  • chart

  • metric

Explanation

Question 3 of 179

1

Which setting can a system administrator enable in the user interface? Pick 2.

Select one or more of the following:

  • -customizable recent tags

  • - chatter messenger for specific users

  • - printable list views

  • - related list hover links

Explanation

Question 4 of 179

1

A sales user at Universal Container has updated the opportunity stage for an opportunity in the pipeline. What may be updated as a result of the stage change? Choose 2 answers.

Select one or more of the following:

  • sales quota

  • account rating

  • forecast category

  • probability

Explanation

Question 5 of 179

1

What is a method for adding content to Salesforce CRM Content? Choose 2 answers.

Select one or more of the following:

  • attachments

  • chatter files

  • libraries

  • documents

Explanation

Question 6 of 179

1

Universal Container uses web-to-case to convert support requests submitted through its website into cases. The support team would like Salesforce to automatically send an email containing password reset instructions to the customer when the case subject contains the words "forgot" and "password." What does the admin need to configure to meet this requirement?

Select one of the following:

  • Support Settings

  • auto-response rule

  • validation rule

  • email-to-case

Explanation

Question 7 of 179

1

A sales executive at Universal Containers wants to be notified whenever high-value opportunities are created for hot accounts. How should an admin meet this requirement?

Select one of the following:

  • create the workflow rule on opportunity object

  • create an escalation rule based on the opportunity amount

  • create an auto-response rule based on the opportunity amount

  • create a validation rule that evaluates the account rating

Explanation

Question 8 of 179

1

The sales team at Universal Container wants an easy solution to gather customer requirements and share presentations with their customers. What should an admin do to help the sales team achieve this goal? Choose 2 answers.

Select one or more of the following:

  • add customers to private chatter groups

  • use chatter files to share presentations

  • add customers to libraries

  • create opportunity teams for customers

Explanation

Question 9 of 179

1

Which statement about sharing rules is true? Choose 2 answers.

Select one or more of the following:

  • sharing rules open up access of records

  • sharing rules are required in public read/write organizations

  • sharing rules grant delete access to records

  • sharing rules grant record access to roles and public groups

Explanation

Question 10 of 179

1

What must an admin do when creating a record type?

Select one of the following:

  • set the field level security for the record type

  • create a new page layout for the record type

  • assign the record type to the appropriate profiles

  • add the record type to the required user records

Explanation

Question 11 of 179

1

What is the purpose of the AppExchange? Choose 2 answers.

Select one or more of the following:

  • customers can share and install apps published by Salesforce partners

  • support users can install the Service Cloud console custom app

  • partners can download accounts and contacts to collaborate on sales deals

  • admins can download and customize pre-built dashboards and reports

Explanation

Question 12 of 179

1

What is a capability of Salesforce Knowledge? Choose 2 answers.

Select one or more of the following:

  • Knowledge allows an organization to share articles with partner portal users

  • Knowledge only allows a single article type across all data categories

  • Knowledge automatically creates a solution for each new article

  • Knowledge uses data categories and roles to make articles visible to the specific users

Explanation

Question 13 of 179

1

Universal Container is using a private sharing model. The U.S. sales director needs full access to all records owned by the U.S. sales representatives. How can this be accomplished?

Select one of the following:

  • define a role hierarchy where the U.S sales director rolls up to the CEO

  • define a role hierarchy where the U.S. sales representatives roll up to the sales director

  • give the U.S. sales director read/write/edit/delete object permission on the profile

  • place the U.S. sales director in a queue with the U.S. sales representatives

Explanation

Question 14 of 179

1

Which circumstance will prevent a system admin from deleting a custom field?

Select one of the following:

  • the field is used in a page layout

  • the field is used in a workflow field update

  • the field is part of a field dependency

  • the field is used in a report

Explanation

Question 15 of 179

1

Universal Container wants to automatically backup all Salesforce data on a monthly basis. Which tool can a system admin use to meet this requirement? 

Select one of the following:

  • data export service

  • analytic snapshot

  • import wizard

  • scheduled report

Explanation

Question 16 of 179

1

What item appears in a user's My Unresolved Items after synchronization using Salesforce for Outlook? Choose 2 answers.

Select one or more of the following:

  • cases not assigned to a contact

  • notes not assigned to a record

  • emails not assigned to a record

  • contacts not assigned to an account

Explanation

Question 17 of 179

1

Which statement about products and price books is true? Choose 2 answers.

Select one or more of the following:

  • a product can have a different list price in different price books

  • price books that contain assets cannot contain products

  • products without a price are automatically added to the standard price book

  • the standard and list price for a product can be listed in multiple currencies

Explanation

Question 18 of 179

1

What will occur when a system admin creates a dynamic dashboard?

Select one of the following:

  • the data displayed varies based on the user viewing the dashboard

  • the dashboard component resizes based on the device used to view it

  • the dashboard automatically sends an email when the underlying data changes

  • the dashboard refreshes automatically whenever the underlying data changes

Explanation

Question 19 of 179

1

A time-dependent action is placed in the workflow queue when the record is created. When will the action be removed from the queue? Choose 2 answers.

Select one or more of the following:

  • when the record no longer matches the rule criteria

  • when a validation rule triggered for the record

  • when another record triggers the same workflow rule

  • when the action is deleted from the workflow queue

Explanation

Question 20 of 179

1

What can be transferred from one user to another user during mass transfer of account records? Choose 3 answers.

Select one or more of the following:

  • closed cases

  • open cases

  • closed activities

  • open activities

  • related custom object records

Explanation

Question 21 of 179

1

Universal Container set the organization-wide settings for cases to private. When a case is escalated, case ownership changes to a Tier 2 support agent. How can a system admin give the sales operations team read/write access to all escalated cases?

Select one of the following:

  • create a criteria-based sharing rule

  • create an ownership-based sharing rule

  • create a case-assignment rule

  • create a case-escalation rule

Explanation

Question 22 of 179

1

What permission is set in a user profile? Choose 3 answers.

Select one or more of the following:

  • object permissions

  • active

  • run reports

  • mass email

  • marketing user

Explanation

Question 23 of 179

1

Which statement is true regarding an approval process? Choose 2 answers.

Select one or more of the following:

  • an approval action defines the result of record approval or rejection

  • a delegated approver can reassign approval requests

  • the approval-history related list can be used to track the process

  • an assignment rule defines the approver for each process step

Explanation

Question 24 of 179

1

What is affected by changing the default locale setting for an organization?

Select one of the following:

  • language

  • date fields

  • currency

  • time zone

Explanation

Question 25 of 179

1

What will happen when a user attempts to log into Salesforce from an IP address that is outside the login IP range on the User's profile within the organization-wide trusted IP range?

Select one of the following:

  • the user will not be able to log in at all

  • the user will be able to log in after the computer is activated

  • the user will be able to log in without activating the computer

  • the user will be able to log in after answering a security question

Explanation

Question 26 of 179

1

How can a system admin add users to a Salesforce organization using chatter free? Choose 2 answers.

Select one or more of the following:

  • assign chatter-free licenses to users outside the specified user domains

  • assign chatter-free licenses to existing user Salesforce users

  • create users in the organization and assign them a chatter-free license

  • enable invites to allow users to invite others within specified email domains

Explanation

Question 27 of 179

1

When can a validation rule be used to prevent invalid data? Choose 3 answers.

Select one or more of the following:

  • when records are deleted by a user

  • when records are imported

  • when records are edited by a user

  • when records are submitted using web-to-lead

  • when records are updated by a workflow rule

Explanation

Question 28 of 179

1

Universal Container has two business groups, products and services. Both groups will be using [?] to track deals, but different fields are required by each group. How should a system admin meet this requirement? Choose 2 answers.

Select one or more of the following:

  • create two sales processes

  • create two permission sets

  • create two record types

  • create two page layouts

Explanation

Question 29 of 179

1

Universal Container has a private sharing model in which region sales managers are only allowed to view opportunities in their own regions. For reporting purposes, they additionally need read-only access to opportunities in other regions. What permission can a system admin enable to meet this requirement in the regional sales managers' customer profile?

Select one of the following:

  • "visible" for the sales app

  • "view all" for opportunities

  • "view all data"

  • "read" for opportunities

Explanation

Question 30 of 179

1

Which statement about chatter posts and comments are true? Choose 2 answers.

Select one or more of the following:

  • updates to the chatter feed on a record are only visible to users with access to the record

  • posts made to a user's profile are visible to all users in the organization

  • posts to a user's profile are hidden from anyone below that user in the role hierarchy

  • posts to a user's profile can be made private by clicking the icon

Explanation

Question 31 of 179

1

Criteria-based sharing rules can be created for which objects? Choose 3 answers

Select one or more of the following:

  • Contacts

  • Accounts

  • Opportunities

  • Campaign Members

  • Users

Explanation

Question 32 of 179

1

Where can conditional highlighting be used? Choose 2 answers.

Select one or more of the following:

  • tabular reports

  • enhanced list views

  • matrix reports

  • summary reports

Explanation

Question 33 of 179

1

The marketing team at Universal Containers uses a web-to-lead form to capture leads from its website and a lead-assignment rule assigns the leads to the appropriate sales representatives. How can a system admin ensure that all leads are handled even when they do not meet the assignment criteria?

Select one of the following:

  • specify a default lead owner

  • specify a default lead creator

  • create an escalation rule to route unassigned leads

  • create a validation rule to route unassigned leads

Explanation

Question 34 of 179

1

What should an admin consider when setting up case feed?

Select one of the following:

  • chatter feed tracking must be enabled for the case object

  • case feed requires the service cloud user feature license

  • the use case feed permission is automatically active for all profiles

  • case feed replaces the standard case detail page by default

Explanation

Question 35 of 179

1

Universal Container needs to synchronize data between Salesforce and an external financial system. How can a system admin accomplish this?

Select one of the following:

  • use an external ID field to match records between the systems

  • use the data loader to match records between the systems

  • use the data loader to upsert Salesforce records into the financial system

  • use the Excel connector to export records from both systems into Excel

Explanation

Question 36 of 179

1

Universal Container currently assigns its user from the facilities and IT teams to the same profile. Universal Container recently created a custom object to track company cars and wants only users from the facilities team to have access to this new object. How can an admin meet this requirement?

Select one of the following:

  • configure field level security on the new object for the facilities team

  • assign the facilities team to a new role in the role hierarchy

  • create a custom profile for users on the facilities team

  • modify the standard profile currently shared by both teams

Explanation

Question 37 of 179

1

Which statement is true regarding the Answer community? Choose 2 answers.

Select one or more of the following:

  • answers can be displayed externally on a customer or partner portal

  • data categories control access to articles and questions

  • unanswered questions are automatically escalated to new cases

  • community experts must be internal Salesforce users

Explanation

Question 38 of 179

1

Where can multilingual solution search feature be enabled? Choose 2 answers.

Select one or more of the following:

  • solution tab search

  • Salesforce content

  • self-service portal

  • public knowledge base

Explanation

Question 39 of 179

1

A system admin at Universal Container needs to mass update the lead source on a number of opportunity records. How can this be accomplished? Choose 2 answers.

Select one or more of the following:

  • export opportunities and update using the import wizard

  • use the similar opportunities to update the opportunities

  • export opportunities and update using the data loader

  • create a list view for opportunities and update using inline editing

Explanation

Question 40 of 179

1

What does a custom report type determine? Choose 2 answers.

Select one or more of the following:

  • the report format of the resulting report

  • the field that can be used as columns when building a report

  • the custom summary formulas displayed in a resulting report

  • the objects that are available when building a report

Explanation

Question 41 of 179

1

How can a system admin grant users access to dashboards? Choose 2 answers.

Select one or more of the following:

  • designate running users

  • create and share data categories

  • share folders with public groups

  • share folders with roles

Explanation

Question 42 of 179

1

Sales management at Universal Container needs to display the information below in each account record: amount of all closed-won opportunities, amount of all open opportunities.
Which feature should a system admin use to meet this requirement?

Select one of the following:

  • roll-up summary fields

  • calculated columns in the related list

  • cross-object formula fields

  • workflow rules with field updates

Explanation

Question 43 of 179

1

Universal Container 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 admin address this problem?

Select one of the following:

  • update the sharing rule to limit user access to certain opportunities

  • move the opportunity reports into a folder with restricted access

  • use the show filter to filter report results and reduce records returned

  • move the opportunity reports into each user's personnel report folder

Explanation

Question 44 of 179

1

What can be done with a workflow field update action? Choose 2 answers.

Select one or more of the following:

  • change the record type of a record

  • update the value of a formula field

  • update the value of a field on a child object

  • apply a specific value to a field

Explanation

Question 45 of 179

1

Universal Container wants to create a custom object to capture account survey data. Users must be able to select an account from the survey record. Users also need the ability to view related surveys on the account record. How should a system admin meet this requirement? Choose 2 answers.

Select one or more of the following:

  • add the account related list to the survey page layout

  • create a lookup relationship field on the account object

  • create a lookup relationship field on the survey object

  • add the survey related list to the account page layout

Explanation

Question 46 of 179

1

The cloud scheduler has which capability? Choose 2 answers.

Select one or more of the following:

  • the cloud scheduler allows users to view available meeting times on lead and contact calendars

  • Salesforce can automatically propose multiple meeting times based on Salesforce user calendars

  • the cloud scheduler can be enabled at the user profile level

  • a custom logo can be added to the meeting request email set to a contact or lead

Explanation

Question 47 of 179

1

What can an admin configure for users on the search result page? Choose 3 answers.

Select one or more of the following:

  • columns displayed for each object

  • filter by which users can narrow down results

  • number of records displayed for each object

  • field being searched for on each object

  • objects included in the search

Explanation

Question 48 of 179

1

What should a system admin consider when setting up mobile Lite? Choose 2 answers.

Select one or more of the following:

  • it must be enabled for the entire organization

  • it allows access to most custom objects in the organization

  • only recently-viewed records are synchronized

  • it allows access to all standard objects in the organization

Explanation

Question 49 of 179

1

What type of field allows users to input text, images, and links? 

Select one of the following:

  • text area

  • input area

  • text area (rich)

  • text and image area

Explanation

Question 50 of 179

1

A user responsible for managing and creating campaigns is unable to create a new campaign, even though the user's profile has the "create" profile permission for campaigns. How should a system admin grant the correct access to the user?

Select one of the following:

  • create a campaign sharing rule to grant access to the user

  • grant the user delegated administration rights to campaigns

  • assign the user to the standard marketing user profile

  • select the marketing user checkbox on the user record

Explanation

Question 51 of 179

1

When converting a lead, how can an admin capture custom lead data on the converted contact?

Select one of the following:

  • map custom lead field to the standard lead field

  • use the data loader to move the custom lead data

  • map custom lead field to custom contact fields

  • use the lead conversion wizard to select the fields

Explanation

Question 52 of 179

1

Universal Container has two sales groups, each with its own unique sales process. What is the best way to ensure that sales representatives have access to only the stages relevant to their sales process when working on opportunities?

Select one of the following:

  • page layouts

  • multi-select picklists

  • record types

  • roles

Explanation

Question 53 of 179

1

What tab setting on a profile makes a tab NOT accessible on the All Tabs page or visible in any apps?

Select one of the following:

  • read-only

  • default off

  • tab hidden

  • default on

Explanation

Question 54 of 179

1

Which data can be highlighted in a report using conditional highlighting? Choose 3 answers. 

Select one or more of the following:

  • data fields

  • summarized totals

  • group by field names

  • summary formulas

  • grand totals

Explanation

Question 55 of 179

1

A user at Universal Container reports an error message when attempting to log in. The admin checks the user's login history, but there is no record of the attempted login. What could be the cause of this issue?

Select one of the following:

  • the user is attempting to login with the wrong password

  • the user is attempting to login outside of the profile IP login range

  • the user is attempting to login outside of the profile login hours

  • the user is attempting to login with the wrong username

Explanation

Question 56 of 179

1

What does the controlling field determine when field dependencies are being created?

Select one of the following:

  • the dependent fields that appear on a layout

  • the default value populated in the dependent field

  • the values that appear in the dependent field

  • the field-level-security for the dependent field

Explanation

Question 57 of 179

1

Which feature license can be assigned to a user record in Salesforce? Choose 2 answers.

Select one or more of the following:

  • opportunity users

  • console user

  • Service Cloud user

  • Knowledge user

Explanation

Question 58 of 179

1

What is the capability of Service Cloud (Customer) portal? Choose 2 answers.

Select one or more of the following:

  • customers can log, view, edit, and close their own cases

  • the portal can be customized with corporate branding

  • customers can view and edit contacts related to their own accounts

  • the portal and its users can be created without additional licensing

Explanation

Question 59 of 179

1

How can a sales user relate an opportunity to a campaign? Choose 2 answers.

Select one or more of the following:

  • select the campaign record type when creating the opportunity

  • use the campaign influence related list on the opportunity

  • use the campaign hierarchy related list on the opportunity

  • select the primary campaign source for the opportunity

Explanation

Question 60 of 179

1

The admin at Universal Containers will create a custom field to track a specific Tier 2 support user on a case record. What data type should be used when creating this custom field?

Select one of the following:

  • lookup filter

  • formula

  • hierarchical relationship

  • lookup relationship

Explanation

Question 61 of 179

1

The recruiting team at Universal Containers wants to be more proactive about renewing support plans with customers. They would like the support representative dedicated to each account to be notified a month before the account's support plan expires. What should an admin configure to meet this requirement?

Select one of the following:

  • auto-response rule

  • assignment rule

  • workflow rule

  • escalation rule

Explanation

Question 62 of 179

1

Universal Containers wants to capture the invoice number and account credit score for billing cases. How would an admin accomplish this? Choose 2 answers.

Select one or more of the following:

  • create a validation rule

  • create custom fields

  • create a support processes

  • create a page layout

Explanation

Question 63 of 179

1

Which relationship can be selected in a custom report type where Accounts is the primary object and Contacts is the related object?

Select one of the following:

  • each account must not have related contacts

  • each contact must have a related account

  • each account may or may not have related contacts

  • each contact may or may not have related accounts

Explanation

Question 64 of 179

1

A system admin at Universal Container needs to prevent sales representatives from editing fields on an opportunity once the opportunity has been moved to closed stage. Which data validation tool can be used to accomplish this? Choose 2 answers.

Select one or more of the following:

  • record types and read-only page layouts

  • formula fields

  • data validation rules

  • workflow approvals

Explanation

Question 65 of 179

1

What can be modified on standard object fields? Choose 3 answers.

Select one or more of the following:

  • picklist values

  • default text

  • label

  • help text

Explanation

Question 66 of 179

1

Universal Container uses a private sharing model for opportunities. The sales team wants sales engineers to be involved in specific opportunities to help sales representatives close deals faster. How can an admin meet this request?

Select one of the following:

  • enable chatter feed tracking on opportunities

  • add sales engineers to opportunity teams

  • add chatter groups to opportunities

  • add sales engineers to accounts teams

Explanation

Question 67 of 179

1

What can a marketing user do using the manage button on a campaign record? Choose 2 answers.

Select one or more of the following:

  • create a custom report including all the campaign members

  • import new leads and associate them with the campaign

  • associate existing opportunities with the campaign

  • associate existing contacts with the campaign

Explanation

Question 68 of 179

1

The support group at Universal Container wants agents to capture different information for product support and inquiry cases. What feature should an admin use to meet these requirements? Choose 3 answers.

Select one or more of the following:

  • page layouts

  • permission sets

  • record types

  • support processes

  • field-level security

Explanation

Question 69 of 179

1

When the multiple currencies feature is enabled, which currency is used as the basis for all currency conversion rates? 

Select one of the following:

  • active currency

  • record currency

  • corporate currency

  • personnel currency

Explanation

Question 70 of 179

1

***Universal Containers set the organization-wide default for opportunities to private. Which record will an opportunity pipeline report return?

Select one of the following:

  • opportunities for which the user running the report is also the account owner

  • opportunities for the entire sales organization regardless of the user running the report

  • opportunities owned by the user running the report and users below them in the role hierarchy

  • opportunities owned by the user running the report and users in the same role in the role hierarchy

Explanation

Question 71 of 179

1

Which privilege can be granted to members of a content library (workspace) without modifying user permissions? Choose 2 answers.

Select one or more of the following:

  • edit a member's library permissions

  • add tags when editing content details

  • share content with other users in chatter

  • create a new library

Explanation

Question 72 of 179

1

What should an admin consider with configuring workflow rules? Choose 2 answers.

Select one or more of the following:

  • rules can be evaluated when records are created or edited

  • rule actions can take place immediately or on a specific date

  • rules must be deactivated before using an import wizard

  • all existing records are evaluated when a new rule is activated

Explanation

Question 73 of 179

1

Universal container has a marketing team set up as a public group. A sales representative would like to engage the marketing team on one opportunity. What should the sales representatives do to ensure the marketing team can access the opportunity?

Select one of the following:

  • manually share the record with the public group

  • add the public group to the opportunity team

  • change the opportunity owner to the public group

Explanation

Question 74 of 179

1

What setting is controlled by a user's profile? Choose 3 answers.

Select one or more of the following:

  • locale settings

  • feature license assignment

  • field-level security

  • record type assignment

  • assigned apps

Explanation

Question 75 of 179

1

If two objects have parent-child relationship, how can a user access the child record from the parent record?

Select one of the following:

  • custom link

  • child field

  • lookup field

  • related list

Explanation

Question 76 of 179

1

How can a system admin restrict users from viewing certain fields in list views, searches, page layouts, and reports?

Select one of the following:

  • set the field to hidden using field-level security

  • set the field to read only

Explanation

Question 77 of 179

1

***Universal Container wants to ensure that users complete the standard industry field when creating a new account record. To address the concern, the admin set the Industry field as required. However, some users are still able to create a new account record without completing the Industry field. What should an admin do to troubleshoot the issue? Choose 2 answers.

Select one or more of the following:

  • verify the users have the "Modify All Data" permissions for the account on their profiles

  • verify the field-level security for the Industry field is not set to "Read Only" on the user profiles

  • verify the users have Edit permission for accounts on their profiles

  • verify the Industry field is set as required on all the account page layouts assigned to the users

Explanation

Question 78 of 179

1

What standard object has a one-to-many relationship with the account object? Choose 3 answers.

Select one or more of the following:

  • Case

  • Contact

  • Lead

  • Opportunity

  • Campaign

Explanation

Question 79 of 179

1

***The sales operations team at Universal Containers needs to be able to read, edit, delete, and transfer all records owned by sales representatives. How can a system admin meet this requirement?

Select one of the following:

  • add sales operations users to the default account teams for all sales reps

  • define a role hierarchy where the sales operations role is above the sales reps role

  • create sharing rules that give sales operations access to records owned by sales reps

  • manually share all records owned by sales reps with sales operations

Explanation

Question 80 of 179

1

What should a system admin consider when deleting a custom field? Choose 3 answers.

Select one or more of the following:

  • fields used in workflow and assignment rules cannot be deleted

  • fields must be removed from page layouts after being deleted

  • field values should be archived before a field is deleted

  • existing field values must be transferred to a new custom field

  • deleted fields and values can be restored from the recycle bin within 15 days

Explanation

Question 81 of 179

1

A marketing user has received a file of leads to import into Salesforce. What tool can be used to avoid duplicate lead records?

Select one of the following:

  • Import Wizard

  • Merge Leads Function

  • Data Loader

  • Validation Rules

Explanation

Question 82 of 179

1

What is an option when customizing a report? Choose 3 answers.

Select one or more of the following:

  • add a grouping

  • add a filter

  • add a gauge component

  • schedule a refresh time

  • summarize fields

Explanation

Question 83 of 179

1

What user interface setting must be enabled for users to edit records in a list view? Choose 2 answers.

Select one or more of the following:

  • inline editing

  • enhanced lists

  • enhanced profile list views

  • enhanced page layout editor

Explanation

Question 84 of 179

1

A marketing user needs to create a new campaign, but the "New" button is NOT visible from the campaign home page. The system admin has verified that the user has the "Create" profile permission for the campaign object. How should the system admin resolve the issue?

Select one of the following:

  • grant the user "Read" profile permissions for the Campaign object 

  • select the Marketing User check box in the user record

  • select the "Manage Campaign" profile permissions

  • add the "New" button to the page layout using the page layout editor

Explanation

Question 85 of 179

1

A user is having trouble logging into Salesforce. The user's login history shows that this person has attempted to log in multiple times and has been locked out of the organization. How can the system admin help the user log into Salesforce? Choose 2 answers.

Select one or more of the following:

  • click "Reset Password" on the user's record detail page

  • send an email to user containing the user's password

  • click unlock on the user's record detail page

  • log in as the user and enter a new password

Explanation

Question 86 of 179

1

Universal Containers uses a custom field on the Account object to capture the account credit status. The sales team wants to display the account credit status on opportunities. What feature should a system admin use to meet this requirement? 

Select one of the following:

  • roll-up summary field

  • workflow field update

  • lookup field

  • cross-object formula field

Explanation

Question 87 of 179

1

Universal Containers needs to use cases to manage both customer support issues and internal change requests. Which functionality should a system admin use to meet this requirement? Choose 3 answers.

Select one or more of the following:

  • support process

  • page layouts

  • record types

  • validation rules

  • delegated administration

Explanation

Question 88 of 179

1

What is the purpose of the Service Cloud (Customer) Portal? Choose 2 answers.

Select one or more of the following:

  • to allow partners to access contact records for case collaboration

  • to provide Web Self Service by exposing Knowledge articles

  • to share support reports and dashboards with high profile accounts

  • to allow customers to log in and check the status of cases online

Explanation

Question 89 of 179

1

Universal Containers requires that its Salesforce account data including attachments be backed up weekly. Which tool should a system admin use to accomplish this? 

Select one of the following:

  • account analytic snapshot

  • account report export

  • data loader

  • data export service

Explanation

Question 90 of 179

1

A system admin at Universal Containers created a new account record type. However, sales users are unable to select the record type when creating new account records. What is a possible reason for this? Choose 2 answers.

Select one or more of the following:

  • the record type has not been activated

  • the record type has not been added to the sales user profile

  • the record type has not been set as the default record type

  • the record type does not have an assigned page layout

Explanation

Question 91 of 179

1

Which chart type can be used to display summary values from two different levels of grouping in a report? Choose 2 answers.

Select one or more of the following:

  • stacked bar chart

  • grouped line chart

  • funnel chart

  • donut chart

Explanation

Question 92 of 179

1

Which level of access can be set when sharing a document folder with users? Choose 2 answers.

Select one or more of the following:

  • read/write/create/delete

  • read/write

  • read/write/create/read-only

  • read-only

Explanation

Question 93 of 179

1

When are validation rules applied when using Salesforce for Outlook?

Select one of the following:

  • every time a record is saved

  • every time a user views a record

  • every time a record is updated

  • every time data is synced with the server

Explanation

Question 94 of 179

1

What should be considered when configuring the lead conversion process? Choose 2 answers.

Select one or more of the following:

  • standard lead fields are automatically converted into account, contact, and opportunity fields

  • custom lead fields can be mapped to custom object fields

  • custom lead fields can be mapped to account, contact, and opportunity fields

  • roll-up summary lead fields can be mapped to custom contact fields

Explanation

Question 95 of 179

1

An opportunity record created with a close date of July 30th meets the criteria of time-dependent workflow rule. The time dependent action is scheduled for July 23rd. What happens if the opportunity is edited before July 23rd and no longer meets the criteria?

Select one of the following:

  • the time dependent action will execute on July 30

  • the time dependent action is put on hold

  • the time dependent action will execute on July 23

  • the time dependent action is automatically removed from the queue

Explanation

Question 96 of 179

1

When case assignment rules are being set up, cases can be assigned to whom? Choose 2 answers.

Select one or more of the following:

  • case team

  • queue

  • contact

  • user

Explanation

Question 97 of 179

1

The marketing team at UC wants to send an email to each lead received from its website. The country of the incoming lead should determine the language of the email that will be sent to the lead. How can a system admin automate this process?

Select one of the following:

  • create an email template for each language and an assignment rule to send the appropriate template

  • create a single email template and use the translation workbench to translate and send the appropriate template

  • create an email template for each language and an auto-response rule to send the appropriate template

  • create an email template for each language and a workflow alert to send the appropriate template

Explanation

Question 98 of 179

1

What does a page layout allow an admin to control? 

Select one of the following:

  • the fields users see on detail and edit pages

  • the fields users see in reports and list views

  • the record types available to each role and profile

  • the business process and related picklist values displayed

Explanation

Question 99 of 179

1

Which component can be included in a custom home page layout? Choose 3 answers.

Select one or more of the following:

  • dashboard components

  • trending chatter topics

  • analytic snapshots

  • messages and alerts

  • pending approval list

Explanation

Question 100 of 179

1

Sales reps at UC should not be able to create leads, delete their own accounts, or send mass emails. How can an admin meet these requirements?

Select one of the following:

  • change the OWD default settings

  • modify a standard profile

  • create a custom profile

  • create a sharing rule

Explanation

Question 101 of 179

1

When using sharing rules, what users can records be shared with? Choose 2 answers.

Select one or more of the following:

  • queues

  • roles and subordinates

  • public groups

  • profiles

Explanation

Question 102 of 179

1

How can Knowledge articles be used? Choose 2 answers.

Select one or more of the following:

  • to display Salesforce Answers

  • to resolve customer cases

  • to display for customer self-service

  • to display Salesforce Solutions

Explanation

Question 103 of 179

1

When importing data, what happens if some records do NOT meet the data validation criteria?

Select one of the following:

  • import process ignores the data validation criteria

  • import process requires user authorization to import the invalid records

  • import process aborts when it encounters the first invalid record

  • import process fails only for the records with invalid data

Explanation

Question 104 of 179

1

***A user profile has login hour restrictions set to Monday through Friday, 8am to 5pm. The user logged in at 4:30pm on Tuesday and it is now 5:01pm. Which behavior of the application should the user expect?

Select one of the following:

  • the user will be able to continue working but will be unable to start any new sessions

  • the user will be able to continue working and start new sessions

  • the user will be logged out and unsaved work in process will be saved

  • the user will be logged out and any unsaved work in process will be lost

Explanation

Question 105 of 179

1

Which statement about Community experts is true? Choose 2 answers.

Select one or more of the following:

  • community experts can delete inappropriate community content

  • community experts are designated by an icon

  • community experts can manage Salesforce Ideas Categories

  • community experts can be designated for Salesforce Ideas or Answers

Explanation

Question 106 of 179

1

What option is available when scheduling a dashboard refresh? Choose 2 answers.

Select one or more of the following:

  • define refresh times for specific dashboard components

  • send a refresh notification to users with access to the dashboard

  • view and remove scheduled dashboard refresh

  • schedule the dashboard to refresh in different time zones

Explanation

Question 107 of 179

1

Which option is available when using process Visualizer? Choose 2 answers.

Select one or more of the following:

  • share annotated approval process diagrams

  • add approval steps from the process Visualizer

  • edit the criteria used to trigger the approval process

  • view approval process as a flow chart

Explanation

Question 108 of 179

1

What can users do with Mobile Lite? Choose 2 answers.

Select one or more of the following:

  • view/create/edit/delete accounts, contacts, and opportunities

  • view campaign and manage campaign members

  • view/create/edit/delete custom objects

  • search for records that were not previously downloaded to a mobile device

Explanation

Question 109 of 179

1

UC needs to allow a group of users to view account records that they do NOT own. Which feature can the system admin use to meet this requirement?

Select one of the following:

  • field-level security

  • account record types

  • sharing rules

  • public groups

Explanation

Question 110 of 179

1

Which statement about Chatter posts and comments is true? 

Select one of the following:

  • posts to a user's profile are hidden from anyone below that user in the role hierarchy

  • posts made to a user's profile are visible to all users in the organization

  • updates to the chatter feed on a record are only visible to users with access to the record

  • posts to a user's profile can be made private by checking the lock icon

Explanation

Question 111 of 179

1

What action is possible with a workflow task? Choose 2 answers.

Select one or more of the following:

  • a task can be reused in multiple workflow rules

  • a task can be tracked in the activity history

  • a single task can be assigned to multiple users

  • a task can be assigned to a Chatter Free user

Explanation

Question 112 of 179

1

What must a system admin consider when setting up the running user for a dashboard? Choose 2 answers.

Select one or more of the following:

  • the running user becomes the default owner of the dashboard

  • data access permissions determine what data the users can view in the source reports

  • only users in the same role as the running user can view the dashboard

  • the running user determines the data displayed in the components of the dashboard

Explanation

Question 113 of 179

1

When working on opportunities, sales reps at Universal Containers need to understand how their peers have successfully managed other opportunities with comparable products, competing against the same competitors. Which feature should a system admin use to facilitate them? Choose 2 answers. 

Select one or more of the following:

  • big deal alerts

  • chatter groups

  • similar opportunities

  • opportunity update reminders

Explanation

Question 114 of 179

1

Which field type can be used as an external ID? Choose 3 answers.

Select one or more of the following:

  • text field

  • email field

  • number field

  • formula field

  • url field

Explanation

Question 115 of 179

1

Which user is listed in the case history related list for case changes made for assignment and escalation rules?

Select one of the following:

  • the owner of the case when the rule was triggered

  • the user who created the assignment or escalation rule

  • the automated case user specified in the support settings

Explanation

Question 116 of 179

1

A system admin has created a formula field on a lead object to calculate a number. How can the numerical value be mapped to the account record upon lead conversion?

Select one of the following:

  • the lead formula field value can be mapped to a number field on the account record

  • the lead formula field value can be mapped to a roll-up summary on the account record

  • the lead formula field value can be mapped to a formula field on the account record

  • the lead formula field value can be mapped to a standard field on the account field

Explanation

Question 117 of 179

1

Which schedule type can be defined for a product? Choose 2 answers.

Select one or more of the following:

  • revenue

  • production

  • quantity

  • forecast

Explanation

Question 118 of 179

1

What task can a delegated admin perform? Choose 3 answers.

Select one or more of the following:

  • manage users within specified roles

  • create new user profiles

  • reset passwords for all users

  • log in as a user who has granted login access

  • manage specified custom objects

Explanation

Question 119 of 179

1

A system admin at Universal Containers created a custom object to capture custom feedback. How can the admin ensure that users have access to this new object?

Select one of the following:

  • add fields from the feedback object to the account page layout

  • create a lookup relationship from the account page to the feedback object

  • assign the feedback page layout to the appropriate user profiles

  • create a role in the hierarchy to provide user access to the new object

Explanation

Question 120 of 179

1

A user received an error message when attempting to log into Salesforce. What is the first step the Salesforce admin would take to troubleshoot the problem? 

Select one of the following:

  • rest the password

  • unlock the user

  • change the login IP ranges

  • view the login history

Explanation

Question 121 of 179

1

Universal Containers has segmented its customer base into two categories: High Wealth and Retirement. High Wealth accounts should be visible to the High Wealth Sales Team members only. Retirement accounts should be visible to all sales users. How can a system admin meet this requirement?

Select one of the following:

  • create a new record type for the High Wealth accounts and share the record type with High Wealth team members

  • create a new profile for Retirement sales team members and remove read access to High Wealth account records

  • Set the OWD sharing to public read-only and create a sharing rule to limit access to High Wealth accounts

  • set the OWD sharing to private and create a sharing rule to share Retirement accounts with all sales users

Explanation

Question 122 of 179

1

When a lead is converted and an opportunity record is created, which object is related to the new opportunity by default? Choose 2 answers.

Select one or more of the following:

  • account

  • case

  • contact

  • lead

Explanation

Question 123 of 179

1

What does Salesforce authenticate before allowing a user to log in through the user interface? Choose 3 answers.

Select one or more of the following:

  • whether the user's profile has specified business hours

  • whether the user's profile is API enabled

  • whether the user's profile has IP address restrictions

  • whether the organization has trusted IP addresses

Explanation

Question 124 of 179

1

What is required to make a user an approver in the approval process?

Select one of the following:

  • the user must be in the same role as the approval submitter in the role hierarchy

  • the user most opt in to receive email alerts when an approval request is requested

  • the user must be set up as a delegated approver

  • the user must have read permission for the object in the approval process

Explanation

Question 125 of 179

1

What should a system admin consider when setting up Mobile Lite? Choose 2 answers.

Select one or more of the following:

  • Mobile Lite config can be created for each user profile

  • Mobile Lite must be enabled before users can install it

  • Mobile Lite provides access to standard objects and dashboards

  • Mobile Lite users must have a mobile license assigned to them

Explanation

Question 126 of 179

1

Which option is available to a system admin when managing passwords for Salesforce Users? Choose 3 answers. 

Select one or more of the following:

  • admin can reset passwords for all users at once

  • admins can enforce all numeric password policy

  • admins can assign a password to a set of users

  • admins can customize the message sent to locked-out users

  • admins can grant users the "password never expires" permission

Explanation

Question 127 of 179

1

A system admin created a custom object for a recruiting application to track open positions. The admin needs to give recruiting users the ability to read, create, edit, and delete position records. How should the admin proceed?

Select one of the following:

  • modify a standard profile and enable the custom object permissions

  • use an existing standard profile that will automatically have the custom object permissions enabled

  • create a custom profile and enable the custom object permissions

  • use an existing custom profile that will automatically have the custom object permissions enabled

Explanation

Question 128 of 179

1

Match the automation rules with the order in which they are processed:
1. 
2. 
3. 
4.
escalation rules
assignment rules
validation rules
workflow rules

Select one of the following:

  • 1. validation rules
    2. assignment rules
    3. workflow rules
    4. escalation rules

  • 1. assignment rules
    2. validation rules
    3. workflow rules
    4. escalation rules

  • 1. validation rules
    2. workflow rules
    3. assignment rules
    4. escalation rules

Explanation

Question 129 of 179

1

Regional sales users at Universal Containers sell to both business and consumer accounts. However, sales users are unable to see the set of stages that apply to consumer opportunities. How can an admin correct the problem?

Select one of the following:

  • remove all but one record type from the regional sales team profile

  • check for a validation rule that restricts the visibility of the opportunity stages

  • assign the relevant record types and sales processes to the regional sales team profile

  • ensure that regional sales users are routing consumer opportunities to the appropriate approver

Explanation

Question 130 of 179

1

When should a system admin consider using the Salesforce AppExchange? Choose 2 answers.

Select one or more of the following:

  • to find answers to Salesforce application questions

  • when standard Salesforce functionality needs to be extended

  • to submit ideas for Salesforce application enhancements

  • when looking for pre-built custom applications and tools

Explanation

Question 131 of 179

1

What action can a user with the standard system admin profile take? Choose 3 answers.

Select one or more of the following:

  • access a log of the records a user has viewed

  • delete user records

  • reset all user passwords

  • assign feature licenses to users

  • define and assign custom profiles to users

Explanation

Question 132 of 179

1

Which permission is required to convert a lead? Choose 2 answers.

Select one or more of the following:

  • "transfer" access for leads, accounts, contacts, and opportunities

  • "import leads" profile permission

  • "create" and "edit" access for leads, accounts, contacts, and opportunities

  • "convert leads" profile permission

Explanation

Question 133 of 179

1

Criteria-based sharing rules can be created for which objects? Choose 3 answers.

Select one or more of the following:

  • leads

  • campaigns

  • contacts

  • opportunities

  • accounts

Explanation

Question 134 of 179

1

Which setting can a system admin control in the Salesforce user interface? Choose 3.

Select one or more of the following:

  • enable spell checker

  • enable enhanced list views

  • enable customizable recent items

  • enable hover details

  • enable Chatter for specific users

Explanation

Question 135 of 179

1

Universal Containers has multiple support teams. One team handles technical support issues and another handles billing issues. When would a system admin consider introducing a new record type for cases? Choose 2 answers.

Select one or more of the following:

  • when different field-level security is required

  • when different record access is required

  • when multiple page layouts are required

  • when different picklist values are required

Explanation

Question 136 of 179

1

Which customization option is available for standard fields? Choose 3 answers.

Select one or more of the following:

  • delete standard fields

  • edit picklist values for standard fields

  • change the field type of standard fields

  • rename standard field labels in the user interface

  • remove non-required standard fields from a page layout

Explanation

Question 137 of 179

1

Sales managers need to view and report on sales revenue across an entire company without having access to a custom object that tracks personal time off requests. Which permission should a system admin enable in a custom profile to meet this requirement in a private sharing model?

Select one of the following:

  • "read for accounts"

  • "view all data"

  • "read for opportunities"

  • "view all for opportunities"

Explanation

Question 138 of 179

1

Universal Containers has certain customers that must be placed on the Do Not Contact (DNC) list. A system admin needs to ensure that sales reps do not contact these customers. Which step should the admin take to enforce this requirement? Choose 3 answers.

Select one or more of the following:

  • make the DNC contact records private to all sales users

  • filter the DNC contacts from mass email list views shared with sales users

  • select the mass email checkbox on the DNC contact record

  • remove the phone number and email address fields from the contact page layout for DNC contacts

  • add the Do Not Contact field to the contact layout and make it visible for all sales user profiles

Explanation

Question 139 of 179

1

Jim has logged into Salesforce. He clicks the leads ___ along the top of the screen, and then clicks the new button. He enters a lead name, company, and demographic information, and clicks save. Jim has created a lead ___ within the lead ___. 

Select one of the following:

  • object, tab, record

  • tab, object, record

  • object, record, tab

  • tab, record, object

Explanation

Question 140 of 179

1

Which of the following is NOT a standard object?

Select one of the following:

  • campaign

  • opportunity

  • sale

  • contract

Explanation

Question 141 of 179

1

Which of the following is NOT a standard Salesforce application? Select all that apply. (pick 2)

Select one or more of the following:

  • Call Center

  • Accounts

  • Marketing

  • Invoices

Explanation

Question 142 of 179

1

Susan navigates to the leads tab and selects "Unread Leads" from the drop down menu, and is presented with a series of lead records. "Unread Leads" is an example of which of the following?

Select one of the following:

  • report

  • dashboard

  • list view

  • record

Explanation

Question 143 of 179

1

Bob is a Salesforce system admin. He creates a sandbox to test a feature that will require activation. Bob submits a case to Salesforce support from the production environment. Support requests the org ID of the environment that Bob would like the feature activated within. Bob can provide support the production org ID, as the sandbox and production org IDs will match.

Select one of the following:

  • only in the case where the sandbox created is a developer sandbox

  • only in the case where the sandbox created is a full sandbox

  • Yes, the production org ID will always match the org ID of its sandboxes

  • No, the production org ID will never match the org ID of any of its sandboxes

Explanation

Question 144 of 179

1

Jenny is a Salesforce.com admin for Inspired Products, Inc. (IPI). IPI's fiscal quarters are comprised of two four week months, and one five week month, beginning in January. IPI would like to report on their opportunity pipeline segmented by fiscal quarter. What does Jenny need to consider when configuring Salesforce?

Select one of the following:

  • standard fiscal years can be configured to suit IPI's needs

  • custom fiscal years must be configured to suit IPI's needs. Once enabled, custom fiscal years CANNOT be disabled. 

  • fiscal year config is not required

Explanation

Question 145 of 179

1

IPI support has office hours Mon-Sun 8a-8p but does not work Christmas, Thanksgiving, and several other holidays throughout the year. Cases are escalated according to working hours within the organization. How should this be configured in Salesforce? (Select 2)

Select one or more of the following:

  • Business hours must be configured to define the working hours Mon-Sun, 8a-8p

  • Salesforce automatically adds holidays, simply select all that apply

  • a recurring holiday must be added for each holiday and associated to the appropriate business hours

  • configuration of business hours and holidays is not required

Explanation

Question 146 of 179

1

Dan creates an opportunity record and then associates a Powerpoint deck to the opportunity via Chatter. The opportunity record impacts ___ storage, while the Powerpoint deck impacts ___ storage.

Select one of the following:

  • data, file

  • file, data

  • record, data

  • record, file

Explanation

Question 147 of 179

1

Mary is a sales rep that travels extensively. She states that she consistently uses the same web browser on the same laptop, yet is still frequently prompted for computer activation. What could cause this to happen?

Select one of the following:

  • this is normal and expected behavior

  • Mary's computer web browser is not storing cookies properly

  • the trusted IP ranges for Salesforce are improperly configured

  • the login IP ranges for Salesforce are improperly configured

Explanation

Question 148 of 179

1

Jim is a traveling sales rep and has just landed from a cross-country flight. He views his calendar in Salesforce and notices that his calendar appointments are displaying several hours off. What is likely the cause?

Select one of the following:

  • the locale on Jim's user record is set incorrectly

  • the Salesforce org's time zone needs to be changed to reflect the change in time zone

  • the time zone on Jim's user record needs to be updated to reflect the change in time zone

  • Jim needs to update the time zone on his laptop to reflect the change in time zone

Explanation

Question 149 of 179

1

You are the Salesforce admin for a US-based company with a satellite office in Berlin. The Berlin office does not currently use Salesforce, but is scheduled to begin within the next few months. In order for the Berlin office to be effective, they will need to view Salesforce in German and enter currency amounts in Euros. The US office must be able to report all opportunities in US dollar amounts. A static conversion rate between USD and EUR is acceptable for launch. What do you need to consider for this implementation? Select 3.

Select one or more of the following:

  • multiple currencies must be enabled prior to establishing conversion rates between currencies

  • translation must be configured for custom objects, tabs, fields, and picklist values

  • enabling multiple currencies will require feature activation. Feature activation can take several days to complete, and should be worked into the project plan accordingly.

  • advanced currency management with dated exchange rates is required

Explanation

Question 150 of 179

1

The VP of customer service is concerned that customer service reps can access Salesforce data from their homes. She would like to limit all customer service reps to accessing Salesforce only while they are at work. As the Salesforce admins, what steps can you take to ensure that the customer service reps can access Salesforce only from within the company?

Select one of the following:

  • add the company's public IP range(s) to the list of Trusted IP ranges

  • add the company's public IP range(s) to the list of Login IP ranges on the customer service reps' profile

  • configured Login Hours on the company information page

  • add the company's public IP range(s) to the list of Trusted IP ranges on the customer service reps' profile

Explanation

Question 151 of 179

1

The marketing team, several (but not all) executive users, and several (but not all) users from sales ops should be granted the ability to access several list views and a report folder. As the Salesforce admin, how would you structure access?

Select one of the following:

  • create a new role and assign each user to this role. Specify this role within the sharing criteria for each list view and the report folder

  • create a new public group and assign each user to this group. Specify the public group within the sharing criteria for each list view and the folder report.

  • specify the named users and roles within the sharing criteria for each list view and the report folder

  • Create a new permission set and assign each user to the permission set. Specify access to the list views and report folder within the permission set.

Explanation

Question 152 of 179

1

The operations team uses a field on account called "Delinquency Status" to indicate when an account is behind on payment. This field should be visible to only the following users:
- the entire finance team
- all sales managers
- 2 named users of the 75 sales reps
What is the best way to implement this scenario?

Select one of the following:

  • grant field-level visibility to the Delinquency Status to the finance team, sales manager, and sales reps via role

  • grant field-level visibility to the Delinquency Status field to the finance team, sales manager, and sales reps via permission set

  • grant field-level visibility to the Delinquency Status field to the finance team, sales manager, and sales rep profiles

  • grant field-level visibility to the Delinquency Status field to the finance team and sales manager profiles. Grant field-level visibility to the Delinquency Status field to the two sales reps via permission set.

Explanation

Question 153 of 179

1

Customer service reps must be able to create cases and edit cases that they own. However, they should not be able to view cases owned by any other users. Org-wide defaults for the case object must be set to which of the following?

Select one of the following:

  • public read/write

  • public read only

  • private

  • not visible

Explanation

Question 154 of 179

1

Julie and Jim are both sales reps in your organization and are collaborating on an account "Squared Wireless." Jim currently owns the account, and Julie cannot view the record in Salesforce. Jim would like for Julie to have the ability to view and edit the "Squared Wireless" account record. All other account records owned by Jim should remain not visible to Julie. Account collaboration is rare within your organization. Julie and Jim are assigned the same role and profile. How can this be solved in Salesforce?

Select one of the following:

  • instruct Jim to manually share the account record

  • create a criteria-based sharing rule to grant access to records as needed

  • set the org-wide defaults for accounts to read only

  • add Julie and Jim to a public group "Sales Collaboration." Create a sharing rule that grants members of "Sales Collab" read/write access to account records owned by users in "Sales Collab."

Explanation

Question 155 of 179

1

The inside sales team must have the ability to create and edit opportunities. Each user within the inside sales team must only be able to view records that they own (Inside Sales User A should not be able to view Inside Sales User B's opportunities). The outside sales team must have the ability to create and edit opportunities and to view opportunities owned by users within both the inside and outside sales teams. How should this be configured in Salesforce? Select all that apply. (pick 4)

Select one or more of the following:

  • configure org-wide defaults for opportunity to read only

  • configure OWD for opportunity to private

  • create a sharing rule: prevent the inside sales team from viewing records owned by the outside sales team

  • Create a sharing rule: the outside sales team will be granted read access to opportunities owned by the inside sales team

  • create a sharing rule: the outside sales team will be granted read access to opportunities owned by the outside sales team

  • create two roles: one for the inside sales tea and one for the outside sales team

Explanation

Question 156 of 179

1

The OWD for oppty. are set to read only. A custom field Commission has been added to the oppty. Each user should be able to view this field for records that they own, but not for records they do not own. How can this be accomplished using Salesforce security config?

Select one of the following:

  • set field-level security to read only on the Commission field for the appropriate profiles

  • Set field-level security to hidden on the Commission field for the appropriate profiles

  • set field-level security to hidden on the Commission field for the appropriate profiles, and create sharing rules to grant access to users to view the Commission field on records they own

  • set field-level security to hidden on the Commission field for the appropriate profiles, and create permission sets to grant access to users to view the Commission field on records they own

  • this scenario cannot be solved using only Salesforce security config

Explanation

Question 157 of 179

1

Oppty. to account is a ___ to ___ relationship.

Select one of the following:

  • many, many

  • many, one

  • one. many

  • one, one

Explanation

Question 158 of 179

1

Permission set to User is a ___ to ___ relationship.

Select one of the following:

  • one, one

  • many, one

  • one, many

  • many, many

Explanation

Question 159 of 179

1

Use Import Wizard for five things only:
accounts
contacts
leads
solutions
custom object records

Select one of the following:

  • True
  • False

Explanation

Question 160 of 179

1

Data Loader can do ___ objects.

Select one of the following:

  • All

  • Most

  • None

Explanation

Question 161 of 179

1

___ bypass workflow on ____; ____ on ___.

Select one of the following:

  • Can't, data loader; can, import wizard

  • Can, data loader, can't, import wizard

Explanation

Question 162 of 179

1

Which has the de-dup tool?

Select one of the following:

  • import wizard

  • data loader

  • Both import tool and data loader

  • None of the above

Explanation

Question 163 of 179

1

Which are Single data points:

Select one of the following:

  • Gages

  • Metrics

  • Gages and Metrics

  • None of the above are Single Data points

Explanation

Question 164 of 179

1

4 types of actions that can appear in a workflow:
Pick 4

Select one or more of the following:

  • email task

  • tasks

  • field updates

  • outbound messages

  • vlookup

Explanation

Question 165 of 179

1

"New meeting request" button has up to ____ different time proposals (of which you can select ___; ___ show you what everyone else has chosen; ___ use for people even if they don't have Salesforce.

Select one of the following:

  • five, one, does, can

  • five, one does'nt, can

Explanation

Question 166 of 179

1

Salesforce divided into 3 different layers--_______--, of which there is a ___ and ___ side for each.

Select one of the following:

  • Model-View-Controller (data model, user interface, business logic); declarative, programmatic

  • Model-View-Controller (data model, user interface, business logic); negative, positive

Explanation

Question 167 of 179

1

Six standard profiles are:
system admin
read-only
marketing user
standard user
contract manager
solution manager

Select one of the following:

  • True
  • False

Explanation

Question 168 of 179

1

____ allows you to backup files...if you have ___ or higher, can do it ___ (every ___ days); if lower, can do it ___ (every ___ days)

Select one of the following:

  • Data export service; enterprise, weekly, 6; monthly, 28

  • Data export service; enterprise, daily, 6; monthly, 28

  • Data export service; enterprise, weekly, 1; monthly, 28

Explanation

Question 169 of 179

1

4 types of reports are:
tabular, summary, matrix, joined

Select one of the following:

  • True
  • False

Explanation

Question 170 of 179

1

Can put up to 5 formulas on reports (that are, summary and matrix reports, but not tabular reports)

Select one of the following:

  • True
  • False

Explanation

Question 171 of 179

1

Data loader puts errors in csv file, but only shows you one error at a time; import wizard sends an email, but all of the errors at once.

Select one of the following:

  • True
  • False

Explanation

Question 172 of 179

1

A custom Report Type can go 4 levels deep.

Select one of the following:

  • True
  • False

Explanation

Question 173 of 179

1

Even in a custom report type, CANNOT rename columns?

Select one of the following:

  • True
  • False

Explanation

Question 174 of 179

1

Which dashboard feature allows users to see a dashboard with only their own data?

Select one of the following:

  • running user

  • profile owner

  • walking user

Explanation

Question 175 of 179

1

Which is a feature of Chatter? Choose 3 answers

Select one or more of the following:

  • Events

  • Notes

  • Bookmarks

  • Recommendations

  • Feeds

Explanation

Question 176 of 179

1

The VP of Sales at Universal Container requested that "verbal agreement" be added as new opportunity stage. The admin added this new picklist value to the stage field, but found that new value was not available to users. What should the admin do?

Select one of the following:

  • ensure the new value was marked as active

  • ensure the limit of 10 stage values was not exceeded

  • add the new value to the appropriate sales process

  • add the new value to the appropriate record type

Explanation

Question 177 of 179

1

What is the purpose of the Ideas Community. Choose 2 answers

Select one or more of the following:

  • to post customer ideas by logging cases on the ideas tab of the portal

  • To provide access to articles that answer questions around an idea theme

  • to invite customers, partners, and employees to submit ideas around a theme

  • to comment on and vote for idea posted by other community members

Explanation

Question 178 of 179

1

What are features of Content Delivery ?

Select one or more of the following:

  • A secure URL can be generated for sharing the content

  • track views and downloads

  • send via fedex

Explanation

Question 179 of 179

1

How can you access Saleforce on a mobile device

Select one or more of the following:

  • install the salesforce configuration

  • download the salesforce1 mobile app

  • Access the web browser on the mobile Device

  • you can not access Salesforce on a mobile device

Explanation