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SalesForce ADM 201 Study Quiz

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Quiz based from flash card on Quizlet Salesforce ADM201. Is set to allow correct answer to be seen as answered and/or at the end of all questions.
Kristin Bunn
Quiz by Kristin Bunn, updated more than 1 year ago More Less
James McLean
Created by James McLean almost 9 years ago
Kristin Bunn
Copied by Kristin Bunn almost 9 years ago
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Resource summary

Question 1

Question
Which feature allows a user to group campaigns within a specific marketing program or initiative?
Answer
  • campaign hierarchy
  • campaign lists
  • campaign members
  • campaign influence

Question 2

Question
Which dashboard component can display data from the summary rows of reports? (pick 2)
Answer
  • gauge
  • table
  • chart
  • metric

Question 3

Question
Which setting can a system administrator enable in the user interface? Pick 2.
Answer
  • -customizable recent tags
  • - chatter messenger for specific users
  • - printable list views
  • - related list hover links

Question 4

Question
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.
Answer
  • sales quota
  • account rating
  • forecast category
  • probability

Question 5

Question
What is a method for adding content to Salesforce CRM Content? Choose 2 answers.
Answer
  • attachments
  • chatter files
  • libraries
  • documents

Question 6

Question
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?
Answer
  • Support Settings
  • auto-response rule
  • validation rule
  • email-to-case

Question 7

Question
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?
Answer
  • 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

Question 8

Question
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.
Answer
  • add customers to private chatter groups
  • use chatter files to share presentations
  • add customers to libraries
  • create opportunity teams for customers

Question 9

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

Question 10

Question
What must an admin do when creating a record type?
Answer
  • 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

Question 11

Question
What is the purpose of the AppExchange? Choose 2 answers.
Answer
  • 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

Question 12

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

Question 13

Question
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?
Answer
  • 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

Question 14

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

Question 15

Question
Universal Container wants to automatically backup all Salesforce data on a monthly basis. Which tool can a system admin use to meet this requirement? 
Answer
  • data export service
  • analytic snapshot
  • import wizard
  • scheduled report

Question 16

Question
What item appears in a user's My Unresolved Items after synchronization using Salesforce for Outlook? Choose 2 answers.
Answer
  • cases not assigned to a contact
  • notes not assigned to a record
  • emails not assigned to a record
  • contacts not assigned to an account

Question 17

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

Question 18

Question
What will occur when a system admin creates a dynamic dashboard?
Answer
  • 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

Question 19

Question
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.
Answer
  • 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

Question 20

Question
What can be transferred from one user to another user during mass transfer of account records? Choose 3 answers.
Answer
  • closed cases
  • open cases
  • closed activities
  • open activities
  • related custom object records

Question 21

Question
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?
Answer
  • create a criteria-based sharing rule
  • create an ownership-based sharing rule
  • create a case-assignment rule
  • create a case-escalation rule

Question 22

Question
What permission is set in a user profile? Choose 3 answers.
Answer
  • object permissions
  • active
  • run reports
  • mass email
  • marketing user

Question 23

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

Question 24

Question
What is affected by changing the default locale setting for an organization?
Answer
  • language
  • date fields
  • currency
  • time zone

Question 25

Question
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?
Answer
  • 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

Question 26

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

Question 27

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

Question 28

Question
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.
Answer
  • create two sales processes
  • create two permission sets
  • create two record types
  • create two page layouts

Question 29

Question
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?
Answer
  • "visible" for the sales app
  • "view all" for opportunities
  • "view all data"
  • "read" for opportunities

Question 30

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

Question 31

Question
Criteria-based sharing rules can be created for which objects? Choose 3 answers
Answer
  • Contacts
  • Accounts
  • Opportunities
  • Campaign Members
  • Users

Question 32

Question
Where can conditional highlighting be used? Choose 2 answers.
Answer
  • tabular reports
  • enhanced list views
  • matrix reports
  • summary reports

Question 33

Question
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?
Answer
  • 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

Question 34

Question
What should an admin consider when setting up case feed?
Answer
  • 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

Question 35

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

Question 36

Question
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?
Answer
  • 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

Question 37

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

Question 38

Question
Where can multilingual solution search feature be enabled? Choose 2 answers.
Answer
  • solution tab search
  • Salesforce content
  • self-service portal
  • public knowledge base

Question 39

Question
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.
Answer
  • 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

Question 40

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

Question 41

Question
How can a system admin grant users access to dashboards? Choose 2 answers.
Answer
  • designate running users
  • create and share data categories
  • share folders with public groups
  • share folders with roles

Question 42

Question
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?
Answer
  • roll-up summary fields
  • calculated columns in the related list
  • cross-object formula fields
  • workflow rules with field updates

Question 43

Question
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?
Answer
  • 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

Question 44

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

Question 45

Question
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.
Answer
  • 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

Question 46

Question
The cloud scheduler has which capability? Choose 2 answers.
Answer
  • 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

Question 47

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

Question 48

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

Question 49

Question
What type of field allows users to input text, images, and links? 
Answer
  • text area
  • input area
  • text area (rich)
  • text and image area

Question 50

Question
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?
Answer
  • 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

Question 51

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

Question 52

Question
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?
Answer
  • page layouts
  • multi-select picklists
  • record types
  • roles

Question 53

Question
What tab setting on a profile makes a tab NOT accessible on the All Tabs page or visible in any apps?
Answer
  • read-only
  • default off
  • tab hidden
  • default on

Question 54

Question
Which data can be highlighted in a report using conditional highlighting? Choose 3 answers. 
Answer
  • data fields
  • summarized totals
  • group by field names
  • summary formulas
  • grand totals

Question 55

Question
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?
Answer
  • 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

Question 56

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

Question 57

Question
Which feature license can be assigned to a user record in Salesforce? Choose 2 answers.
Answer
  • opportunity users
  • console user
  • Service Cloud user
  • Knowledge user

Question 58

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

Question 59

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

Question 60

Question
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?
Answer
  • lookup filter
  • formula
  • hierarchical relationship
  • lookup relationship

Question 61

Question
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?
Answer
  • auto-response rule
  • assignment rule
  • workflow rule
  • escalation rule

Question 62

Question
Universal Containers wants to capture the invoice number and account credit score for billing cases. How would an admin accomplish this? Choose 2 answers.
Answer
  • create a validation rule
  • create custom fields
  • create a support processes
  • create a page layout

Question 63

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

Question 64

Question
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.
Answer
  • record types and read-only page layouts
  • formula fields
  • data validation rules
  • workflow approvals

Question 65

Question
What can be modified on standard object fields? Choose 3 answers.
Answer
  • picklist values
  • default text
  • label
  • help text

Question 66

Question
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?
Answer
  • enable chatter feed tracking on opportunities
  • add sales engineers to opportunity teams
  • add chatter groups to opportunities
  • add sales engineers to accounts teams

Question 67

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

Question 68

Question
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.
Answer
  • page layouts
  • permission sets
  • record types
  • support processes
  • field-level security

Question 69

Question
When the multiple currencies feature is enabled, which currency is used as the basis for all currency conversion rates? 
Answer
  • active currency
  • record currency
  • corporate currency
  • personnel currency

Question 70

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

Question 71

Question
Which privilege can be granted to members of a content library (workspace) without modifying user permissions? Choose 2 answers.
Answer
  • edit a member's library permissions
  • add tags when editing content details
  • share content with other users in chatter
  • create a new library

Question 72

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

Question 73

Question
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?
Answer
  • manually share the record with the public group
  • add the public group to the opportunity team
  • change the opportunity owner to the public group

Question 74

Question
What setting is controlled by a user's profile? Choose 3 answers.
Answer
  • locale settings
  • feature license assignment
  • field-level security
  • record type assignment
  • assigned apps

Question 75

Question
If two objects have parent-child relationship, how can a user access the child record from the parent record?
Answer
  • custom link
  • child field
  • lookup field
  • related list

Question 76

Question
How can a system admin restrict users from viewing certain fields in list views, searches, page layouts, and reports?
Answer
  • set the field to hidden using field-level security
  • set the field to read only

Question 77

Question
***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.
Answer
  • 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

Question 78

Question
What standard object has a one-to-many relationship with the account object? Choose 3 answers.
Answer
  • Case
  • Contact
  • Lead
  • Opportunity
  • Campaign

Question 79

Question
***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?
Answer
  • 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

Question 80

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

Question 81

Question
A marketing user has received a file of leads to import into Salesforce. What tool can be used to avoid duplicate lead records?
Answer
  • Import Wizard
  • Merge Leads Function
  • Data Loader
  • Validation Rules

Question 82

Question
What is an option when customizing a report? Choose 3 answers.
Answer
  • add a grouping
  • add a filter
  • add a gauge component
  • schedule a refresh time
  • summarize fields

Question 83

Question
What user interface setting must be enabled for users to edit records in a list view? Choose 2 answers.
Answer
  • inline editing
  • enhanced lists
  • enhanced profile list views
  • enhanced page layout editor

Question 84

Question
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?
Answer
  • 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

Question 85

Question
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.
Answer
  • 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

Question 86

Question
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? 
Answer
  • roll-up summary field
  • workflow field update
  • lookup field
  • cross-object formula field

Question 87

Question
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.
Answer
  • support process
  • page layouts
  • record types
  • validation rules
  • delegated administration

Question 88

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

Question 89

Question
Universal Containers requires that its Salesforce account data including attachments be backed up weekly. Which tool should a system admin use to accomplish this? 
Answer
  • account analytic snapshot
  • account report export
  • data loader
  • data export service

Question 90

Question
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.
Answer
  • 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

Question 91

Question
Which chart type can be used to display summary values from two different levels of grouping in a report? Choose 2 answers.
Answer
  • stacked bar chart
  • grouped line chart
  • funnel chart
  • donut chart

Question 92

Question
Which level of access can be set when sharing a document folder with users? Choose 2 answers.
Answer
  • read/write/create/delete
  • read/write
  • read/write/create/read-only
  • read-only

Question 93

Question
When are validation rules applied when using Salesforce for Outlook?
Answer
  • 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

Question 94

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

Question 95

Question
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?
Answer
  • 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

Question 96

Question
When case assignment rules are being set up, cases can be assigned to whom? Choose 2 answers.
Answer
  • case team
  • queue
  • contact
  • user

Question 97

Question
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?
Answer
  • 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

Question 98

Question
What does a page layout allow an admin to control? 
Answer
  • 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

Question 99

Question
Which component can be included in a custom home page layout? Choose 3 answers.
Answer
  • dashboard components
  • trending chatter topics
  • analytic snapshots
  • messages and alerts
  • pending approval list

Question 100

Question
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?
Answer
  • change the OWD default settings
  • modify a standard profile
  • create a custom profile
  • create a sharing rule

Question 101

Question
When using sharing rules, what users can records be shared with? Choose 2 answers.
Answer
  • queues
  • roles and subordinates
  • public groups
  • profiles

Question 102

Question
How can Knowledge articles be used? Choose 2 answers.
Answer
  • to display Salesforce Answers
  • to resolve customer cases
  • to display for customer self-service
  • to display Salesforce Solutions

Question 103

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

Question 104

Question
***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?
Answer
  • 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

Question 105

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

Question 106

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

Question 107

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

Question 108

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

Question 109

Question
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?
Answer
  • field-level security
  • account record types
  • sharing rules
  • public groups

Question 110

Question
Which statement about Chatter posts and comments is true? 
Answer
  • 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

Question 111

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

Question 112

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

Question 113

Question
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. 
Answer
  • big deal alerts
  • chatter groups
  • similar opportunities
  • opportunity update reminders

Question 114

Question
Which field type can be used as an external ID? Choose 3 answers.
Answer
  • text field
  • email field
  • number field
  • formula field
  • url field

Question 115

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

Question 116

Question
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?
Answer
  • 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

Question 117

Question
Which schedule type can be defined for a product? Choose 2 answers.
Answer
  • revenue
  • production
  • quantity
  • forecast

Question 118

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

Question 119

Question
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?
Answer
  • 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

Question 120

Question
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? 
Answer
  • rest the password
  • unlock the user
  • change the login IP ranges
  • view the login history

Question 121

Question
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?
Answer
  • 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

Question 122

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

Question 123

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

Question 124

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

Question 125

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

Question 126

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

Question 127

Question
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?
Answer
  • 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

Question 128

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

Question 129

Question
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?
Answer
  • 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

Question 130

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

Question 131

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

Question 132

Question
Which permission is required to convert a lead? Choose 2 answers.
Answer
  • "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

Question 133

Question
Criteria-based sharing rules can be created for which objects? Choose 3 answers.
Answer
  • leads
  • campaigns
  • contacts
  • opportunities
  • accounts

Question 134

Question
Which setting can a system admin control in the Salesforce user interface? Choose 3.
Answer
  • enable spell checker
  • enable enhanced list views
  • enable customizable recent items
  • enable hover details
  • enable Chatter for specific users

Question 135

Question
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.
Answer
  • 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

Question 136

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

Question 137

Question
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?
Answer
  • "read for accounts"
  • "view all data"
  • "read for opportunities"
  • "view all for opportunities"

Question 138

Question
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.
Answer
  • 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

Question 139

Question
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 ___. 
Answer
  • object, tab, record
  • tab, object, record
  • object, record, tab
  • tab, record, object

Question 140

Question
Which of the following is NOT a standard object?
Answer
  • campaign
  • opportunity
  • sale
  • contract

Question 141

Question
Which of the following is NOT a standard Salesforce application? Select all that apply. (pick 2)
Answer
  • Call Center
  • Accounts
  • Marketing
  • Invoices

Question 142

Question
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?
Answer
  • report
  • dashboard
  • list view
  • record

Question 143

Question
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.
Answer
  • 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

Question 144

Question
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?
Answer
  • 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

Question 145

Question
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)
Answer
  • 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

Question 146

Question
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.
Answer
  • data, file
  • file, data
  • record, data
  • record, file

Question 147

Question
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?
Answer
  • 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

Question 148

Question
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?
Answer
  • 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

Question 149

Question
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.
Answer
  • 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

Question 150

Question
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?
Answer
  • 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

Question 151

Question
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?
Answer
  • 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.

Question 152

Question
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?
Answer
  • 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.

Question 153

Question
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?
Answer
  • public read/write
  • public read only
  • private
  • not visible

Question 154

Question
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?
Answer
  • 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."

Question 155

Question
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)
Answer
  • 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

Question 156

Question
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?
Answer
  • 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

Question 157

Question
Oppty. to account is a ___ to ___ relationship.
Answer
  • many, many
  • many, one
  • one. many
  • one, one

Question 158

Question
Permission set to User is a ___ to ___ relationship.
Answer
  • one, one
  • many, one
  • one, many
  • many, many

Question 159

Question
Use Import Wizard for five things only: accounts contacts leads solutions custom object records
Answer
  • True
  • False

Question 160

Question
Data Loader can do ___ objects.
Answer
  • All
  • Most
  • None

Question 161

Question
___ bypass workflow on ____; ____ on ___.
Answer
  • Can't, data loader; can, import wizard
  • Can, data loader, can't, import wizard

Question 162

Question
Which has the de-dup tool?
Answer
  • import wizard
  • data loader
  • Both import tool and data loader
  • None of the above

Question 163

Question
Which are Single data points:
Answer
  • Gages
  • Metrics
  • Gages and Metrics
  • None of the above are Single Data points

Question 164

Question
4 types of actions that can appear in a workflow: Pick 4
Answer
  • email task
  • tasks
  • field updates
  • outbound messages
  • vlookup

Question 165

Question
"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.
Answer
  • five, one, does, can
  • five, one does'nt, can

Question 166

Question
Salesforce divided into 3 different layers--_______--, of which there is a ___ and ___ side for each.
Answer
  • Model-View-Controller (data model, user interface, business logic); declarative, programmatic
  • Model-View-Controller (data model, user interface, business logic); negative, positive

Question 167

Question
Six standard profiles are: system admin read-only marketing user standard user contract manager solution manager
Answer
  • True
  • False

Question 168

Question
____ allows you to backup files...if you have ___ or higher, can do it ___ (every ___ days); if lower, can do it ___ (every ___ days)
Answer
  • Data export service; enterprise, weekly, 6; monthly, 28
  • Data export service; enterprise, daily, 6; monthly, 28
  • Data export service; enterprise, weekly, 1; monthly, 28

Question 169

Question
4 types of reports are: tabular, summary, matrix, joined
Answer
  • True
  • False

Question 170

Question
Can put up to 5 formulas on reports (that are, summary and matrix reports, but not tabular reports)
Answer
  • True
  • False

Question 171

Question
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.
Answer
  • True
  • False

Question 172

Question
A custom Report Type can go 4 levels deep.
Answer
  • True
  • False

Question 173

Question
Even in a custom report type, CANNOT rename columns?
Answer
  • True
  • False

Question 174

Question
Which dashboard feature allows users to see a dashboard with only their own data?
Answer
  • running user
  • profile owner
  • walking user
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