Shared Flashcard Set

Details

Salesforce.com Administrator
Study cards for Certified Administrator exam ADM-201 - Spring 11
67
Software
Professional
06/21/2011

Additional Software Flashcards

 


 

Cards

Term
Which objects does the Mass Delete records functions apply to?
Definition

Leads

Accounts

Contacts

Activities

Cases

Solutions

Products

Term
What other records are deleted when an account is deleted?
Definition

Account notes

Related contacts plus related contact data

Related Opportunities

Related Activities

Term

Mass delete Activities:

If you delete the master of a multi-person event, 

the child events will also be deleted

Definition
True
Term
You can mass delete Opportunities.
Definition

False.

Opportunities are deleted as part of mass delete Accounts.

Term
What related records are deleted when you mass delete contacts?
Definition

Opportunites associated with the contacts

Contact Notes

Activities associated with the Contacts

Term

Mass deleting cases also deletes:

 

Related Case Comments

Associated Activities

Associated Contact Roles 

Related Solutions

Definition

False.

 

Only the following are deleted:

Related Case Comments

Associated Activities

Associated Contact Roles 

 

Related solutions are not deleted.

Term

Deleting a Solution also deletes:

 

Solution Category associations

Case associations

Attachments associated with the solutions

Solution History

Definition
True
Term
What is the effect of mass-deleting Products?
Definition

SFDC also deletes:

related price-book entries, except those used on Opportunities

 - references to deleted products on related assets

Term
What are the frequency options for Scheduled Data Export?
Definition

Weekly 

Monthly

Term
Can you include images, documents, and attachments in your scheduled Data Export?
Definition
Yes, if you have selected this option in your Scheduled Export settings.
Term
Roll-up and summary data are included in data exports.
Definition
False
Term
Standard reports cannot be edited or deleted
Definition
True
Term
Custom reports allow the Administrator to define reports that may have a particular association.
Definition
True.
Term
What permission is required to create Custom Reports?
Definition
Manage Custom Report Types
Term
Which type of relationships are allowable when defining Custom Report Types?
Definition

Lookup

Master-Detail

Term
Custom Report Types can only contain Custom Objects.
Definition
False.
Term
Custom summary formulae are available for all report types.
Definition

False.

They are available for Matrix and Summary report types only. 

Term
How many Custom Summary Formule can be created per report?
Definition
5
Term
List the available dashboard components
Definition

Horizontal bar

Vertical bar

Donut

Pie

Line

Funnel

Gauge

Metric

Table

VF page

Term
Which reports can have conditional highlighting?
Definition

Summary and Matrix.

Must have at least one summary field or one summary formula.

Term
What information is captured on the User record?
Definition

Name and contact details

User Licence

Role

Profile

Time Zone/Locale/Language

Delegated approver/Manager

 

Personal groups

Public group membership

Queue membership

Managers in role hierarchy

Remote access

Login history

 

Term
Which stanard objects may have sharing rules?
Definition

Leads

Accounts

Contacts

Opportunities

Cases

Campaigns

Term
How many actions can take place when a record is approved, rejected, or recalled?
Definition

Up to 40, being 10 each of:

Create task

Email alerts

Field Updates

Outbound messages

Term
You can create a workflow as a result of a record being approved, rejected, or recalled.
Definition

False.

You can create a task, send an email, update a field, or send and outbound message.

Term
You can assign an approval to role.
Definition

False

You can only assign an approval to a sepcific user, or to a user related to the record being approved. e.g.Created by, Last modified by

Term
You can assign an approval to multiple users.
Definition

True.

You must then select whether to approve or reject based on the FIRST resonse, or by UNANIMOUS approval.

Term
What are the key settings in creating Workflow Approval processing?
Definition

Name and description

Entry criteria

Automated approval routing (e.g . to manager) and record editability

Approval assignment email template

Approval page fields

Initial submitters

 

Term
What are the approval actions and steps?
Definition
  • Initial submission actions e.g lock record
  • Approval steps can have multiple steps, each with their own approval/rejection actions
  • Final approval actions
  • Final rejection actions
  • Recall actions
Term
What does the email approval response function allow?
Definition

It allows user to approve or reject approval requests by email, by sending a reply with 

Approve, approved, yes; or

Reject, rejected, no

in the first line of the message body, and optionally adding comments in the second line.

Term
Are workflow rules triggered when adding or updating records using the Data Loader?
Definition
Yes - workflow rules are always triggered when using the data loader.
Term

Managed packages enables developers to notify you when a new version is available.

True or false?

Definition
True
Term

Profiles can be upgraded using Managed Packages.

True or false?

Definition
False.
Term
How many days can a multiday event span?
Definition
14 days
Term
What is territory management?
Definition
Territory management is an account sharing system that grants access to accounts based on the characteristics of the accounts. 
Term
Account ownership and its effect on record sharing remains valid and unchanged when territory management is in use.
Definition
True
Term
Territory management only affects accounts and the standard objects that have a master-detail relationship to accounts. 
Definition

True.

For example, opportunities are included in territory management but leads and activities are not.

Term
Where can you set up project calanders and calendars for meeting rooms and other resourses?
Definition
Manage Public Calendars and Resources.
Term
What do the Activity Settings control?
Definition

Allows admin to enable

  • Group Tasks
  • Sidebar calendar shortcut
  • Creation of recurring events
  • Creation of recurring tasks
  • Activity reminders
  • Email tracking
  • Show event details on Calendar view
  • Multiday events
  • requested meetings on Calendar on Home page
  • Show Custom logo in meeting requests

 

 

Term
Time -dependent workflow will not work with which type of evaluation criteria?
Definition
Every time a record is created or edited.
Term

An activation link is valid for 48 hours.

True or false?

Definition

False. 

It is valid for 24 hours.

Term
Name two ways a user can obtain their security token.
Definition

1) by changing their password

2) by resetting their security token

Term
Are Partner Portal and Customer Portal users required to activate their computers to log in?
Definition
No.
Term
Login Hours are based upon thedefault timezone of the Company. 
Definition

True.

 

Term
Only users with special permissions can create text email templates.
Definition

False - all users can create text email templates.

 

Only users with 'Edit HTML Templates' can create HTML templates, or HTML Templates with Letterhead.

Term
What permission is required to create or change public email template folders?
Definition
Manage Public Templates.
Term
Custom fiscal years cannot be disabled once enabled.
Definition
True.
Term

To use email templates in these features, what must be true?

Web-to-lead

Web-to-Case

Email-to-Case

Assignment rules

Escalation rules

Auto-response rules

Definition
The email templates must be public and active.
Term
Can you send a mass email using a fonce.com pges email template?
Definition
No
Term

To attach a document to an email, the document must be Externally available.

True or false?

Definition
True.
Term
What do Record Types enable you to do?
Definition
They enable yout to offer different business process, picklist values, and page payouts to difference users based on their profiles.
Term
Which settings override field-level security?
Definition

'Modify all data' and 

'View all data'

Term

Roll-up summaries may be used on the parent side of any lookup or master-detail relationship.

True or false?

Definition

False.

Roll-ups may only be used on the parent side of a Master-Detail relationship.

Term
What image file types are suppored in Text Area Rich fields?
Definition
gif, jpeg, and png files.
Term

If you change the data type of any field that is used for lead conversion, that lead field mapping will be deleted.

True or false?

Definition
True.
Term
Can you rename the Forecasts Tab?
Definition
No
Term
What status is assigned leads generated by Web to Lead?
Definition
They are marked with the default staus specified by the Lead Status picklist.
Term
In which editions can you schedule dahsboard refreshes?
Definition
EE and UE
Term

You can schedule an existing dashboard to refresh daily, weekly, or monthly.

True or false?

Definition
True.
Term
What is the daily limit on dashboard refreshes?
Definition
200 per day
Term
Dashboards are refreshed in the timezone of the user who scheduled the refresh.
Definition
True
Term

To refresh correctly, the Running User of a sashboard must have access to the folder in which the dashboard is stored.

 

 

Definition
True.
Term
How many fields can be added to a report type?
Definition
1000
Term
Name the ways of adding leads / contacts to a Campaign.
Definition

1) Add members from a report - up to 50,000 per report

2) add members from a csv file - Lead Import Wizard OR Campaign Update Wizard for adding Contacts-  up to 50,000 per file

3) Add from a View of existing leads/contacts - 250 per list page

4) at individual lead/contact detaill page - 1

Term
What are the maximum number of occurances for recurring events?
Definition

Daily - 100 occurances

Weekly - 53

Monthly - 60

Yearly - 10

Term
To enable Terriroty Management, Customisable forecasting must first be enabled.
Definition
True.
Supporting users have an ad free experience!