Fiszki: Salesforce Admin | Quizlet

What should a system administrator use to disable access to a custom application for a group of users?
Choose one answer
A. Profiles
B. Sharing rules
C. Web tabs
D. Page layouts

What should a system administrator use to disable access to a custom application for a group of users?
Choose one answer
A. Profiles
B. Sharing rules
C. Web tabs
D. Page layouts

A

Universal Containers needs to track the manufacturer and model for specific car companies.
How can the system administrator ensure that the manufacturer selected influences the values available
for the model?
Choose one answer
A. Create the manufacturer field as a dependent picklist and the model as a controlling picklist.
B. Create a lookup field from the manufacturer object to the model object.
C. Create the manufacturer field as a controlling picklist and the model as a dependent picklist.
D. Create a multi-select picklist field that includes both manufacturers and models.

C

Sales representatives at Universal Containers need assistance from product managers when selling
certain products. Product managers do not have access to opportunities, but need to gain access when
they are assisting with a specific deal.
How can a system administrator accomplish this?
Choose one answer
A. Notify the product manager using opportunity update reminders.
B. Enable opportunity teams and allow users to add the product manager.
C. Use similar opportunities to show opportunities related to the product manager.
D. Enable account teams and allow users to add the product manager

B

What should a system administrator consider before importing a set of records into Salesforce?
*<b>Choose 2 answers</b>*

A. The import file should include a record owner for each record.
B. Currency field values will default to the personal currency of the record owner.
C. Data should be de-duplicated in the import file prior to import.
D. Validation rules are not triggered when importing data using the import wizard.

AC

Which statement about custom summary formulas in reports is true?
Choose two answers
A. Reports can be grouped by a custom summary formula result.
B. Custom summary formulas can reference a formula field within a report.
C. Custom summary formulas can reference another custom summary formula.
D. Custom summary formulas can be used in a report built from a custom report type

BD

How can a user customize his or her view in Saleforce? (Select 2)
A. He or she can customize the tabs that are shown
B. He or she can customize how related lists on a page look
C. He or she can customize Salesforce on a mobile device
D. All of the above

AB

The user interface (UI) settings are "global," and therefore apply to all users in an org.
A. True
B. False

A

The Company Information page can tell you which of the following?
*<b>(Select 3)</b>*

A. Organization edition
B. Number of Salesforce licenses
C. Salesforce Organization ID
D. Number of inactive users
E. Number of System Administrators

ABC

Which of the following actions cannot be completed on the Company Information page? (Select 2)
A. Edit the city in which your organization is located
B. Modify the type of licenses your organization has
C. Edit the default locale for your organization
D. Restrict access to currency settings
E. Add or remove licenses

BD

Locale settings control which of the following? (Select 1)
A. Time Zone
B. Number format
C. Name order
D. All of the above

D

It is possible to switch to a standard fiscal year from a custom fiscal year.
A. True
B. False

B

Once enabled, which of the following features cannot be disabled? (Select 1)
A. Chatter
B. Advanced Currency Management
C. Custom Fiscal Year
D. Collapsible Sidebar
E. Lightning Experience

C

By default, all Salesforce orgs are set to a single currency.
A. True
B. False

A

A pre-built App from the AppExchange is always the first approach you should take when you're looking to add functionality to your Salesforce instance.
A. True
B. False

B

Which step should a system administrator take to remove an active user from Salesforce? (Select 1)
A. Contact Salesforce customer support to have the user record deleted.
B. Overwrite the user record with a new user's information.
C. Deactivate the user record; the system will delete it in 30 days.
D. Deactivate the user record.

D

Which of the following fields can you expect to find on user's record detail page? (Select 2)
A. System Permissions
B. Locale
C. Reports
D. Role
E. All of the above

BD

Who has the permission to edit a chatter profile? (Select 2)
A. An Administrator
B. The individual user
C. A user's manager
D. Chatter profiles are not editable

AB

Chatter external users can only interact in public or private Chatter groups that they belong to.
A. True
B. False

B

You have a handful of users who don't have Salesforce licenses but need access to all Chatter groups. They don't need to access any other Salesforce information. What Chatter license should they have? (Select 1)
A. Chatter External license
B. Chatter Free license
C. Chatter Only (Chatter Plus) license
D. Chatter Deluxe license

B

If a Salesforce object is a table, then each row represents what? (Select 1)
A. Records
B. Fields
C. Related Lists
D. Objects

A

All of the following are advantages of Force.com objects except:
A. All object attributes are described with metadata, making it easy to create and modify records programmatically or through a visual interface.
B. Every object in a Salesforce organization is automatically linked with all other objects in the organization.
C. Objects can have relationship fields that define how records in an object relate to records in another object.
D. Objects have built-in support for access management, validation, formulas, and history tracking.

B

What's the difference between standard and custom objects?
A. Standard objects are limited to a standard set of fields; custom objects are made up of custom fields.
B. Standard objects include standard layouts; custom objects allow you to change their layouts.
C. Standard objects are included with Salesforce by default; custom objects are objects that you create in your organization.

C

Objects can have all of the following types of custom fields, except:
A. Custom address
B. Picklist
C. Checkbox
D. Date/Time

A

Which of these types of relationship fields can you define in Force.com?
A. Relational and Parent-Child
B. Link and Parent-Child
C. Lookup and Master-Detail
D. Relational and Master-Detail

C

1. How can a user have full access to a record? (Select 2)

A. Ownership
B. Sharing Rules
C. Role Hierarchy
D. Manual Sharing
E. CRED Settings

AC

2. Which of the following can be used to grant full access to a user? (Select 1)
A. Organization Wide Default Setting's
B. Sharing Rules
C. Apex Sharing
D.Manual Sharing
E. Role Hierarchy

E

What is the only feature that can be used to restrict record access? (Select 1)

A. CRED Settings
B. Sharing Rules
C. Role Hierarchy
D. Organization Wide Default Setting's
E. Profile Login Hours

D

Sharing rules can be used to restrict data access.
A. True
B. False

B

Which of the following approaches to sharing is flexible but only allows for one record at a time to be shared? (Select 1)
A. Organization Wide Default Setting's
B. Sharing Rules
C. Apex Sharing
D. Manual Sharing
E. Role Hierarchy

D

Moving from the opportunity object to the account object is an example of what type of relationship? (Select 2)

A. Related List
B. Lookup
C. Child-to-Parent
D. One-to-Many
E. Parent-to-Child

BC

Which of the following features can be used to assign different picklist values for different business processes? (Select 1)
A. Page Layout
B. Record Type
C. Validation Rule
D. Field Level Security
E. Formula Field

B

AW Computing wants their sales reps to see the sum of the total opportunities on each account that they own. What feature can be used to display this information? (Select 1)

A. Roll-Up Summary Field
B. Page Layout
C. Cross Object Formula
D. Record Type
E. Field Level Security

A

Which of the following features can be used to make a field required? (Select 2)

A. Page Layout
B. Record Type
C. Validation Rule
D. Field Level Security
E. Formula Field

AC

An admin needs to keep track of all the changes made to the stage, amount, and close date on opportunities. (Select 1)

A. Validation Rule
B. Field History Tracking
C. Formula field
D. Workflow
E. Page Layout

B

Which of the following data import tools can import up to 50,000 records at a time, and provides a simple interface to specify the configuration parameters, data sources, and the field mappings that map the field names in your import file with the field names in Salesforce? (Select 1)
A. Data Loader
B. Data Importer
C. Data Import Wizard
D. Data Loading Wizard

C

Which of the following data import tools can import up to five million records at a time, of any data type, either from files or a database connection, and can be operated either through the user interface or the command line. (Select 1)

A. Data Loader
B. Data Importer
C. Data Import Wizard
D. Data Loading Wizard

A

Regardless of the data import tool used, the number of records you can import depends which of the following? (Select 3).

A. On your permissions
B. The type of data you're importing
C. The types of objects you're importing
D. The overall data storage limits for your organization

ABD

What type of data import tool would you use if you want to automate the data import process? (Select 1)

A. Data Loader
B. Your answerData Importer
C. Data Import Wizard
D. Data Loading Wizard

A

You must include universally required fields in your import files or the import will fail.
A. True
B. False

A

A folder is a place where you can store which of the following? (Select 3)

A. Records
B. Reports
C. Dashboards
D. Email templates

BCD

What permissions are needed to be able to delete or change a read-only folder? (Select 2)

A. Read/Write permissions
B. Folder Manager permissions
C. Manage Public Documents permissions
D. Manage Public Templates permissions

CD

As a System Administrator, you can edit unfiled and personal folders.
A. True
B. False

B

When you share a folder with a group, managers of the group members (above the members in the role hierarchy) have no access to the folder unless those managers are also members of the group.

A. True
B. False

A

You cannot cancel an import after it has started processing.
A. True
B. False

A

Universal Containers wants to ensure that users complete the standard Industry field when creating a new account record. To address this concern, the administrator 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 administrator do to troubleshoot the issue?(Choose 2)

A. Verify the users have the "Edit" permission for accounts on their profiles
B. Verify the users have the "Modify All Data" permission for accounts on their profiles
C. Verify the field-level security for the Industry field is not set to "Read Only" on the users' profiles
D. Verify the Industry field is set as required on all the account page layouts assigned to the users' profiles

CD

What type of record access can an Administrator grant through sharing rules?(Choose 2)
A. Read Only
B. Read/Write
C. Read/Write/Transfer
D. Read/Write/Delete

AB

Which functionality is available when enhanced lists are enabled? (choose 2)
A. Create new records from a list view
B. Calculate the sum of a number field displayed in a list view
C. Edit dependent picklists inline from a list view
D. Edit multiple records directly from a list view

AD

What can a marketing user do using the Manage Members button on a campaign record? (Choose 2)
A. Associate existing opportunities with the campaign
B. Create a custom report including all campaign members
C. Associate existing contacts with the campaign
D. Import new leads and associate them with the campaign

CD

What level of access can be set when sharing a document folder with users?(Choose 2)
A. Read/Write/Create
B. Read/Write/Create/Delete
C. Read-only
D. Read/Write

CD

Universal Containers 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 administrator meet this request?
A. Add Chatter groups to opportunities
B. Add sales engineers to account teams
C. Add sales engineers to opportunity teams
D. Enable Chatter Feed Tracking on opportunities

C

Sales executives at Universal Containers need to view a chart that displays opportunities grouped by stage and then by region. What chart type can a system administrator use to accomplish this?
A. Gauge
B. Bar
C. Funnel
D. Donut

B

What does the controlling field determine when field dependencies are being created?
A. The values that appear in the dependent field
B. The dependent fields that appear on a layout
C. The default value populated in the dependent field
D. The field-level security for the dependent field

A

A user receives an error message when attempting to login to Salesforce. What is the first step the Salesforce administrator should take to troubleshoot the problem?
A. View the login history
B. Unlock the user
C. Change the login IP ranges
D. Reset the password

A

Criteria-based sharing rules can be created for which objects?
A. Contacts
B. Leads
C. Opportunities
D. Campaigns
E. Accounts

ABCDE

Which permission is required to convert a lead? (Choose 2)
A. "Create" and "Edit" access for leads, accounts, contacts and opportunities
B. "Transfer" access for leads, accounts, contacts, and opportunities
C. "Convert Leads" profile permission
D. "Import Leads" profile permission

AC

When using sharing rules, what can records be shared with?(Choose 2)
A. Queues
B. Public groups
C. Profiles
D. Roles and subordinates

BD

Universal Containers requires that its Salesforce account data, including attachments, be backed up weekly. Which tool should a system administrator use to accomplish this?
A. Data Export Service
B. Data Loader
C. Account report export
D. Account analytic snapshot

A

When importing data, what happens if some records do NOT meet the data validation criteria?
A. Import process ignores the data validation criteria
B. Import process fails only for the records with invalid data
C. Import process aborts when it encounters the first invalid record
D. Import process requires user authorization to import the invalid records

B

When should a system administrator consider using the Salesforce AppExchange? (Choose 2)
A. To submit ideas for Salesforce application enhancements
B. To find answers to Salesforce application questions
C. When looking for pre-built custom applications and tools
D. When standard Salesforce functionality needs to be extended

CD

A marketing user has received a file of leads to import into Salesforce. What is the best way to avoid duplicating records?
A. Merge Leads Function
B. Validation rules
C. Import Wizard
D. Data Loader

C

Sales management at Universal Containers is requesting better visibility into specific types of sales deals. They need to be notified when opportunities worth a large amount are close to closing. They would also like to receive a list of opportunities that are still open past the close date. Which feature can a system administrator use to accomplish this? (Choose 2)
A. Big deal alerts
B. Opportunity Escalation Rules
C. Opportunity update reminders
D. Opportunity field history tracking

AC

What should a system administrator consider when setting up Mobile Lite? (Choose 2)
A. Mobile Lite users must have a mobile license assigned to them
B. Mobile Lite provides access to standard objects and dashboards
C. Mobile Lite configurations can be created for each user
D. Mobile Lite must be enabled before users can install it

BD

Which type of chart can be used to display summary values from two different levels of grouping in a report?(Choose 2)
A. Stacked bar chart
B. Funnel chart
C. Donut chart
D. Grouped line chart

AD

Which accounts are automatically synchronized on Salesforce Classic Lite?
A. All recently accessed accounts
B. Accounts selected with the sync button
C. Accounts that the user owns
D. Any account created in the last 30 days

A

Which permission is required to install and uninstall packages from Salesforce AppExchange?
A. Create AppExchange Packages
B. Manage Package Licenses
C. Upload AppExchange Packages
D. Download AppExchange Packages

D

What user interface setting must be enabled for users to edit records in a list view?(Choose 2)
A. Enhanced page layout editor
B. Enhanced lists
C. Enhanced profile list views
D. Inline editing

BD

Which task can a delegated administrator perform? (Choose 3)
A. Log in as a user who has granted login access
B. Reset passwords for all users
C. Create new user profiles
D. Manage users within specified roles
E. Manage specified custom objects

ADE

Which schedule type can be defined for a product? (Choose 2)
A. Quantity
B. Forecast
C. Revenue
D. Production

AC

How can a sales user relate an opportunity to a campaign? (Choose 2)
A.Use the campaign influences related list on the opportunity
B. Select the primary campaign source for the opportunity
C. Select the campaign record type when creating the opportunity
D. Use the campaign hierarchy related list on the opportunity

AB

Universal Containers set the Organization-Wide Defaults for accounts to public read/write. The sales management team is importing a new set of account records and needs to limit access to them. Access should be restricted to the account owner and members of a public group. How can this be accomplished?
A. Update the organization - wide defaults for accounts to private and create a sharing rule for the group.
B. Create a sharing rule to grant access to members of the public group.
C. Manually share each account record with members of the public group.
D. Upgrade the role hierarchy and assign members of the group to a role at the top of the hierarchy.

A

Universal Containers is capturing a percentage discount directly on an opportunity record. Sales management needs to include the discounted opportunity amount in pipeline reports. How can the system administrator make the discounted amount available?
A. Create an auto-number field to calculate the discounted amount.
B. Create a formula field to calculate the discounted amount.
C. Create a roll-up summary field to calculate the discounted amount.
D. Create a cross object formula field to calculate the discounted amount.

B

Which setting can a system administrator control in the Salesforce user interface? (Choose 2)

A. Enable hover details
B. Enable spell checker
C. Enable enhanced list views
D. Enable Chatter for specific users
E. Enable customizable recent items

AC

Universal Containers has set the organization-wide default settings for accounts to private. Amy and bob are on separate sales teams, but are assigned tot he same role in the hierarchy. Amy is a member of the "Sales West" public group and needs access to all accounts owned by Bob, a member of the "Sales East" group. How would an administrator grant Amy access to only Bob's accounts?
A. Add Amy to the "Sales East" public group
B. Add Amy to Bob's default account team
C. Create a sharing rule between the "Sales West" and "Sales East" public groups
D. Add Amy to the role above Bob in the role hierarchy

B

Which record type can be updated when converting a lead? (Choose 2)
A. An existing custom object record
B. An existing opportunity record
C. An existing contact record
D. An existing account record

BD

Which functionality is available when customizing tasks? (Choose 2)
A. Record types can be created for tasks
B. Validation rules can be created for tasks
C. Roll-up summary fields can be created for tasks
D. Recurring tasks can be assigned to more than one user

AB

What can an administrator assign to both Ideas and Answers?

A. Status
B. Sharing Rules
C. Categories
D. Workflow Rules

C

Which statement about formula fields is true? (Choose 2)
A. Formula fields are read-only on record detail pages
B. Formula fields can reference fields on a child object
C. Formula fields can reference themselves in the formula
D. Formula fields can reference fields on a parent object

AD

Which statement about public groups is true? (Choose 2)
A. Public groups can be used in sharing rules
B. Public groups allows users to delete personal accounts
C. Public groups can be used when manually sharing a record
D. Public groups can be created by any user

AC

Universal Technology sells software and consulting services. The software sales team uses a different set of sales stages than the consulting services team. How can a system administrator set up the process? (Choose 2)
A. Use a validation rule to prevent the software from access the services team's sales process
B. Create a record type for each sales process and assign it to the appropriate profiles
C. Create a separate lead process for the software sales team and service sales team
D. Create a unique list of opportunity stage picklist values for each sales process

BD

A system administrator at Universal containers incorrectly imported a set of records and needs to remove them from Salesforce. Which tool should the administrator use to complete the task? (Choose 2)
A. Import Wizard
B. Mass Delete
C. Excel Connector
D. Data Loader

BD

What determines whether a user can create a new record using a specific record type?
A. Profile
B.. Sharing
C. Page layout
D. Field level security

A

Universal Finance has segmented its customer base into two categories: High Wealth and Retirement. High Wealth accounts should be visible to High Wealth Sales team members only. Retirement accounts should be visible to all sales users. How can a system administrator meet this requirement?
A. Set the organization-wide default sharing to public read-only and create a sharing rule to limit access to High Wealth accounts
B. Create a new profile for Retirement Sales team members and remove read access to High Wealth account records.
C. Set the organization-wide default sharing to private and create a sharing rule to share Retirement accounts with all Sales users
D. Create a new record type for high Wealth accounts and share the record type with High Wealth sales team members

C

Which statement about Mobile Lite is true? (Choose 2)
A. It must be enabled by an administrator
B. It is available to customer portal users
C. It is available to users without a mobile license
D. It is available to partner portal users

AC

A marketing user has received a file of leads to import into Salesforce. What is the best way to avoid duplicating records?
A. Merge Leads Function
B. Import Wizard
C. Validation rules
D. Data Loader

B

A marketing manager needs to view summary metrics across a set of related campaigns. How can this be accomplished?

A. Establish the campaign influence between related campaigns
B. Build a lead source report to summarize the campaign metrics
C. Create a cross object formula field to calculate summary metrics
D. Create a campaign hierarchy and include the related campaigns

D

What does the report type determine when a new report is created? (Choose 3)
A. The default columns in the report
B. The fields available to include in the report
C Whether the report will be tabular, summary, or matrix
D. The object included in the report
E. Whether the report can be displayed in a dashboard

ABD

Which is a capability of Chatter files? (Choose 2)
A. View a list of files shared with a Chatter group
B. Store Chatter posts in a Salesforce Content group
C. Link a Salesforce Content library to a Chatter profile
D. Post files from a Salesforce Content library to a Chatter feed

AD

Sales Representatives at Universal containers perform the initial steps in the lead qualification process and sales managers complete the final qualification steps. Universal Containers' requirements are listed below. Sales managers can access all Lead status values. Sales Representatives cannot access the final two lead status values. How can a system administrator meet these requirements?

A. Create a validation rule to prevent lead conversion
B. Use field-level security to restrict access to the lead status values
C. Create two separate lead process and record types
D. Create two separate page layouts

C

Universal Containers populates the industry field on each account record. The Vice president of sales would like the industry information on related opportunity records and updated when the value is updated on the account record. How can a system administrator meet his requirement?

A. Create a cross-object formula field on the opportunity
B. Create an account workflow rule with an opportunity field update
C. Create a roll up summary field on the opportunity
D. Create a cross-object formula field on the account

A

How can a System Administrator restrict users from viewing certain fields in list views, searches and reports?
A. Set the field to hidden using field level security
B. Remove the field from reports and list views
C. Remove the field from the page layout
D. Set the field to hidden on the user profile

D

Which is available when creating list views? (Choose 2)
A. List views can be filtered by record ownership
B. List views can be filtered by tags
C. List views can be filtered using AND, OR and NOT filters
D. List views can be filtered by record owner profile

AC

When doing a search for reports, what are the only two fields on which one can search?
A) Created By and Report Title
B) Report Type and Create By
C) Report Type and Description
D) Report Name and Description

D

When advanced currency management is first enabled, the existing exchange rates

A. Are left untouched
B. Are converted to the organization's default currency
C. Become inactive until an administrator reactivates them
D. Automatically become the first set of dated exchange rates

D

A company has two different sales divisions national sales and international sales. Some of
the processes are the same, but the internal sales organization has more requirements to
gather during the sales process and there are more stages when trying to close deals.

What would you use for separating flow

A. Roles
B. Page layouts
C. Record types
D. Multi‐select picklists

C

An administrator is creating two picklist fields: Automobile Manufacturer (Nissan, Ford,
Mercedes‐Benz) and Automobile Model Mustang, S600.
Is it possible to link the two fields together such that the Automobile Manufacturer field
could influence the choices available in the Automobile Model field?

A) Yes, the Automobile Manufacturer is a controller picklist, and Automobile Model is a
dependent picklist
B) Yes, the Automobile Manufacturer is a dependent picklist, and Automobile Model is a
controlling picklist
C) No, a relationship between the two fields is NOT possible because they are both custom
fields
D) No, a relationship between the two fields is NOT possible because they are both picklist
fields

A

What does the presentation assembly feature do?
*<b>Choose 2 answers</b>*

A)Searches and previews slides or presentations
B) Drag and drop slides or presentations into the assembly pane
C)Previews slide animations
D) Edits slide content

AB

Which statement is true regarding the capabilities of formula fields?
*<b>Choose 2 answers</b>*

A) Formula fields are read only on record details pages
B) Formula fields can reference fields on a child object
C) Formula fields can reference fields on a parent object
D) Formula fields can reference themselves in the formula

AC

Dashboards give the user a snapshot of corporate metrics and key performance indicators. A
dashboard
*<b>Choose 2 answers</b>*

A. Only consists of data from tabular reports
B. Can only be viewed from the home page
C. Does not use a standard report as it's source
D. Can only display information from a single report

CD

What is the process for creating a Custom tab?

A)Select a custom object, choose a tab style, and create a profile
B)Select a custom object, choose a tab style, and assign profiles
C)Select a custom application, choose a tab style, and create a profile
D)Select custom fields and objects, choose a tab style, and create a profile

B

In Salesforce, what does an administrator use to control a user's permissions?

A. Users
B. Roles
C. Profiles
D. Sharing model and rules (granular)

C