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Salesforce.com Administrator
Study cards for Certified Administrator exam ADM-201 - Spring 11
109
Software
Professional
06/20/2011

Additional Software Flashcards

 


 

Cards

Term

List the components availble in

the 'narrow' section of the Home Page.

Definition

Partner portal welcome

Portal sidebar search

Portal solution search

Portal product search

Tags

Create new...

Recent items

Messages & Alerts

Custom links

Google Talk

Report links

Term

List the components available in

the 'wide' section of the Home Page, assuming you have Enterprise Edition?

Definition

Items to approve

Calendar

Partner Portal Lead Inbox

Dashboard snapshot

Term

If Chatter is enabled,

Sidebar search is enabled. 

Definition

False.

If Chatter is enabled, Global Search is enabled.

Term

Sidebar search

seaches on expact phrase

Definition
True
Term

Sidebar search accepts wildcards

 

Definition

True.

* = multiple characters

? = Single character

Term

Sidebar search searches

documents, products and solutions, Chatter fees, files, groups and people

Definition

False.

 

Term
What additional areas are searched in Global search as opposed to Sidebar search?
Definition

Documents, products and solutions, Chatter feeds, files, groups and people

Term
In Sidebar search, search terms are treated as separate words.
Definition

False.  

Sidebar search treats terms as an exact phrase.

Global search treats terms as separate words.

Term
Wildcards are accepted in both Sidebar and Global searches.
Definition

True.

* = Multiple characters

? = single character

Term
In Global search, search terms are separated by letter, number and punctuation boundaries.
Definition

True.

Searching for 'Acct!4' seaches for 'Acct' and '!' and '4'

Term
Global search allows use of AND, OR, NOT( ), and "" to refine results.
Definition
True.
Term
When Spellchecker is enabled, which objects is it enabled on?
Definition

Activities: Notes in Events and Tasks

Notes

Emails

Cases

Solutions

Term
List the places where currency is specified.
Definition

Company profile

User record

Opportunity record

Term
What information is in the Company Profile?
Definition

Primary Contact and address

Language, Locale and Timezone

Licences

Storage and space used

Fiscal Year

Currencies

Business Hours and Holidays

My domain e.g. 'fronde.my.salesforce.com'

Term
What is the effect of enabling Mass Mail Merge?
Definition

Adds 'Mass mail merge' to Tools area for:

Leads

Accounts

Contacts

Term

Extended mail merge can be activated under 'Setup'.

True or false?

Definition

False.

Extended Mail Merge is available by request to SFDC only.

Term
Where are generated Mail Merge documents stored if 'Always save  extended MM documents in the Documents tab' is NOT checked?
Definition

They are delivered as zipped email attachments to the user who generated them. 

Term
What objects are impacted by setting the fiscal year?
Definition
Forecasts, Quota, reports
Term

Standard forecasting can be used with Custom Fiscal Years.

True or False?

Definition

False.

Customisable forecasting MUST be used with Custom Fiscal Years.

Term

What is the benefit of enabling 

Enhanced profile mangement?

Definition
It enables you to compare settings across profiles.
Term

Deleting a custom field also deletes list views based on that field.

True or false?

Definition
True.
Term
List the different types of custom text fields.
Definition

Text

Text area (255)

Text area (32,000)

Text area rich - allows users to enter formatted text, add images and links and up to 32,000 characters). 

 

Term
For which objects can you enable History Tracking?
Definition

Leads

Accounts

Opportunities

Contacts

Cases

Solutions

Contracts

Contract line items

Service Contracts

Entitlements

Term
Is history tracking available for the Campaign and Asset objects?
Definition
No
Term

You can track history on Activities and Users.

True or false.

Definition
False.
Term

History can be tracked on Contracts and Cases.

True or false?

Definition
True.
Term
List the objects for which history tracking is NOT available.
Definition

Activities

Campaigns

Quotes 

Assets

Ideas

Users

Term
You can track history on Quotes
Definition
False
Term
You can track history on Activities
Definition
False
Term
You can track history on Assets
Definition
False
Term
You can track history on Ideas
Definition
False
Term
You can track history on campaigns
Definition
False
Term

History can be tracked on Contracts and Contract line items.

True or False?

Definition
True
Term
Are controlling and dependent picklists supported on Web-to-Case?
Definition
No - need JavaScript to implement.
Term

Web-to-Lead

supports controlling and dependent picklists.

True or False? 

Definition

False.

JavaScript is needed to implement.

Term
Are contolling and dependent picklists are suported in the offline edition?
Definition
No
Term

Contolling and dependent picklists are suported in the Self-service Portal.

True or false?

Definition
True
Term
How many Look-up fields can be created per object?
Definition

25

Of these, 5 can be 'required'.

Term

All campaigns are displayed in lookups to the Campaign object.

True or False?

Definition

False.

Only active campaigns are available in Campaign look-ups.

Term

Which objects are lookup filters available on?

Definition

Accounts

Assets

Contacts

Entitlements

Quotes

Service Contracts

Users

Custom Objects

Term
Are lookup filters available on lookups to Opportunities?
Definition
No
Term

Lookup filters are available on lookups to Cases.

True or false?

Definition
False.
Term
Lookup filters accept variable parameters in date fields.
Definition

True.

e.g. TODAY, THIS MONTH

Term
What summaries are available when defining a roll-up summary field?
Definition

Count

Max

Min

Sum

Term

When defining a roll-up summary field the following aggreation options are availble:

Count

Max

Min

Average

Sum

 

True or False?

 

Definition

False.

Only Count, Max, Min, and Sum are availble. 

Average is NOT available.

Term
Field level security is available in Enterprise Edition.
Definition
True.
Term

Field level security is available in Professional Edition.

Definition
False.  Only in Enterprise Edition +
Term
How many levels can be referenced in cross-object formulae?
Definition
10
Term
What privileges do Record Owners have?
Definition

 - View, edit and delete,

 - Change Ownership

 

Term

If a Record Ower does not have Read permission on an obejct, they can still view any records they own that are of that object type.

True or false?

Definition

False.

Where a record owner doesn't have Read permission on the object, they can own a record but won't be able to see it.

Term
Approver settings are set in the Company Profile.
Definition

False.

Approver settings are set in the User record.

Term
What does the Role hierarchy control?
Definition

Vertical data visibility

Record roll-up for forecasting and reporting.

Term
For which objects may the Record Owner be a queue?
Definition

Cases and Leads.

The Record owner can be either a user or a queue.

Term

Users at any given role level can view, edit and delete all data owned by or shared with users below them in the role hierarchy.

True or False?

Definition

False.

Users at any given role level can view and edit and report on all data owned by or shared with users below them in the role hierarchy.

 

 

Term
Which standard objects may have Sharing Rules?
Definition

Lead

Account

Opportunity

Contact

Case

Campaign

 

Term
Does mass transfer (of ownership) trigger workflow?
Definition
No.
Term
What permission is needed for a user to transfer multiple accounts or leads?
Definition
Administrative Permission: Transfer Record
Term

Open and Closed Activities are both transferred when you Transfer an Account.  True or False?

Definition

False.

Only Open Activities are transferred.

Term

When you transfer an account, all opportunities are also tranferred to the new owner.

 

True or False?

Definition

False.

Only open opportunities owned by the current owner are transferred.

You may optionally transfer open opps owned by other owners.

Term

When you transfer an account, you may optionally also transfer:

 - Closed opportunities

 - Closed cases

 - Open opportunities owned by other owners.

Definition

True

Term
What objects are transferred when you transfer an account?
Definition

Contacts (for business accounts only)

Attachments

Notes

Open actitivies

Open Opportunities owned by the current owner

 

Optionally:

Closed opportunities

Closed cases

Open opportunities owned by other owners.

Term
What objects are also transferred when you transfer a lead?
Definition
Open activites, except when transferring to a queue.
Term
How many roles are permitted per organisation?
Definition
500
Term

Sharing rules are irrelevant for Public Read/Write orgs.

True or False?

Definition
True
Term
Contacts marked 'Private' are not subject to role hierarchy or sharing rules.
Definition

True.

Private contacts are visible to the owner and Admin only.

Term
Who can share records manually?
Definition

The record owner

Anyone granted full access

Anyone above the owner in the role hierarchy

The administrator

Term

Sales teams work together on Accounts.

True or false?

Definition

False.

Sales teams work together on Opportunities.

Account teams work together on Accounts.

Term

Sales Teams and Account Teams share the same set of Team member roles.

True or false?

Definition
True.
Term

The 'Read/write/transfer' permission also allowers the user to delete the record.

True or false?

Definition
True.
Term
In which editions is Workflow available?
Definition
Enterprise and Unlimited Editions.
Term
Workflow is availble from Professional Edition up.
Definition

False.

Workflow is only available for Enterprise and Unlimited Editions.

Term
Tasks can only  be assigned to a single user.
Definition
True
Term
What is the size limit for uploaded documents?
Definition
5 MB
Term
Sidebar search searches documents, solutions, and products.
Definition
False.
Term
What happens if you assign a task to a role with more than one user?
Definition
The task is assigned to the Record Owner instead.
Term
When creating tasks, due dates appear in the timezone of the user who created the task.
Definition

False.

Due dates appear in the timezone of the task assignee.

Term
What is the 'Created by' field set to for a workflow-generated task?
Definition
It is set to the name of the user who generated the workflow.
Term
How are leads created?
Definition

Manually by users

Imported using the Import Wizard for Leads

Imported via the API

Via web-to-lead

Term

You are importing Leads using the Import Wizard with no assignment rules, and you haven't specified a 'Record Owner' column in your import file.

Who will be the record owner for the new leads? 

Definition
The Administrator becomes the default lead owner.
Term
Which editions are Campaigns available in?
Definition
Professional, Enterprise, Unlimited and Developer
Term

A Marketing user can create, edit and delete campaigns, and import leads and use campaign import wizards.

True or false?

Definition
True
Term

To set up Campaign hierarchies you must have the 

'Customise Application' permission.

Definition
True.
Term
What permissions are needed to add leads or contacts to a Campaign via CSV files?
Definition

'Edit' on Campaigns

'Import leads' and 'Marketing user' must be checked in the User record.

 

To import/update contacts, must also have 'Read' on contacts.

Term
Can you create a Task action in a Campaign member workflow rule?
Definition
No.
Term
What is the dailly mass email limit for an organsation?
Definition
1000 external recipients
Term
What are the maximum number of external addresses you can include in each mass email by SF edition?
Definition

Professional - 250

Enterprise -   500

Unlimited      1000

Term
Only one auto-response rule can be active at any given time.
Definition

True.

The active rule can consist of multiple criteria (rule entries).

Term
How many cases may created per day via Web-to-Case?
Definition
5000
Term
What is the size limit for an Email-to-Case attachment?
Definition
5 MB
Term
What is Web-to-Case?
Definition
A web form that is published to a website used by customers to submit enquiries online.
Term

When creating Escalation rules, it is best practice to create the last rule entry with no criteria.

 

True or false?

Definition
True.  This will catch any cases that the previous rule entries did not assign.
Term
What is the size limit for graphics inserted on Content-Rich Solutions?
Definition
100K
Term
A Solution can belong to more than one category.
Definition
True.
Term
What functions are available to a user of the Self-Service Portal?
Definition

View Cases and case detail

Log a new case

Close a case

View suggested solutions

Browse knowledge base

Term
List the variables used by Suggested Solutions to determine which solutions are suggested.
Definition

Word frequency in all solutions

Word frequency in similar cases with related solutions

Word similiarities in self-closed cases, and solutions rated 'helpful' by Self-Service users.

Term
Describe the components of the Console Tab
Definition

List View - the console's top frame: a list view of record from specified objects 

Detail View - Centre frame that displays the detail page of a record selected from the list view

Mini View - console's right frame that contains a mini view of records that have a look-up parent relationship with the record in Detail view.

Sidebar - console's left frame that contains recent items etc - same as sidebar in any other SF page. 

Term
You must add the Console Tab to an App before it is available to users.
Definition
True
Term
What are the limits on Custom Objects and custom fields in Enterprise Edition?
Definition

200 Custom Objects

500 Custom Fields per object

Term
What are the custom object and field limits for Professional Edition?
Definition
50 Custom Objects 100 Custom Fields per object
Term
What are the limits on creating Custom Tabs?
Definition

Unlimited                Unlimited

Developer               100

Enterprise               25

Professional             10

Group                     5

Contact Manager      3

Personal Edition        N/a

Term
Queues can be used for Custom Objects
Definition
True
Term
Define a Master-Detail relationship.
Definition

 - Child is automatically deleted when parent is deleted

 - Sharing is inherited from parent

 - lookup field on child is always required

 - reporting implications:  Both parent and child fields available

Term
What are Junction objects?
Definition

Junction objects allow mayny-to-many relationships.  Juntion objects can have master-detail relationships with two objects

 

 

Term

Deleting either parent of a Junction object will also delete the junction object record.

True or false?

Definition
True
Term
Junction objects cannot have child objects
Definition
True
Term
Junction objects can be imported using the Import Wizard
Definition
False.
Term

Only custom objects can be detail records.

True or false?

Definition
True
Term
How many lookup relationships are allowed per object?
Definition
25
Term
A Custom object can be Master of a Standard object.
Definition
False.
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