Shared Flashcard Set

Details

SFDC Admin
SFDC Admin Test 3
60
Software
Intermediate
03/13/2018

Additional Software Flashcards

 


 

Cards

Term

How many User records can be imported via Import Wizard?

 

A.  500

B.  5,000

C.  50,000

D.  User Records cannot be imported via Import Wizard

 

Definition
D
Term

Which of the following is true about Page layouts?

 

A.  Control the layout and organization of detail and edit pages

B,  Control which fields, related lists, and custom links users see, on the detail and edit pages only

C.  Control which standard and custom buttons display on detail pages and related lists

D.  Determine whether fields are visible, read only, or required, on detail and edit pages only.

E.  All of the Above

Definition
E - all of the above
Term
True/False - When a field is deleted from the page layout, it is also deleted from the Object
Definition
False
Term

If a report is ran which returns 20,000 record then

 

A.  All 20K records are displayed in the UI

B,  First 2K records are displayed in the UI

C.  10 Reports each having 2K records are created

D.  Report fails and an error is reported

Definition
B
Term

Which of the following statements is true?

 

A.  Tasks allow you to track the specific actions you plan to perform or have performed.  Email Alerts cannot track specific actions

B.  Email alerts allow you to track the specific actions you plan to perform or have performed, Tasks cannot track specific actions

C.  Email alerts and Tasks allow you to track the specific actions you plan to perform or have performed

D.  Email Alerts and Tasks cannot track the specific actions you plan to perform or have performed

Definition
A
Term

Which of the following is used for automatically opening records by an admin when they meet a data Trigger point?

 

A.  Manual Sharing

B.  Criteria based sharing rules

C.  OWD

D.  None of the above

Definition
B - criteria based sharing rules
Term

Which combination of objects is available when creating a custom report type for Chatter reports (choose 2)

 

A.  Opportunities, Followers, User Feed

B.  Accounts, User Feed, Comments

C.  Users, User Feed, Comments

D.  Chatter Groups, Memebers

 

 

Definition
C and D
Term

Which of the following statements are true about Data Validation (select all that apply)

 

A.  Validation Rules apply to all new and updated records for an object

B.  Validation rules can update fields which are not included in a page layout

C.  Validation rules can reference fields which are not included in a page layout

D.  If an error message is not set, a default message will be prompted instead

E.  All of the above

F.  None of the above

Definition
A and C
Term

The number of formulas in a Custom summary formula is limited to

 

A.  5,000

B. 3,900

C.  4,000

D.  3,000

Definition
B - 3,900
Term

List view can (check all that apply)

 

A.  Show up to 2,000 records in the record count display

B.  Print up to 1,000 records in print view

C.  Be enabled and disabled by individual users

D.  Print list can be exported to excel

 

 

 

Definition
A and B
Term

Which of the following are Customizable Related Lists (choose 3)

 

A.  Open Activities

B.  Notes & Attachments

C.  Activity History

D.  HTML Email Status

Definition
A, B and D
Term

The Sharing setting for contacts is "controlled by Parent"  John has a profile that has Create Permission on contacts.  Which of the following is true (check all that apply)

 

A.  If John has Read and Edit permissions only on Accounts, he can on Read and Edit Contacts

B.  John will not be able to see contacts on an Account to which is not visible to him

C.  John can still create contacts under those accounts which are visible to him

D.  John can still create contacts to any account

Definition
B and C
Term

Which is a correct statement about the Console?

 

A.  The console is composed of the list view, the detail view, the mini view and the search bar.

B.  Admins customize what displays on the console's list view, detail view, and mini view bu configuring console layouts, related objects, and mini page layouts

C.  Users can create list views on Objects within the Console

D.  The Console tab is just like other tabs in Salesforce except that the console can display records from several different Salesforce Orgs all on one Console tab.

 

 

Definition
B
Term

Choose the correct 2 statements about Roles and Role Hierarchy

 

A.  Every user must be assigned to a role, or their data will not display in opportunity reports, forecast roll-ups, and other displays based on rolls.

B.  It is always necessary to create individual roles for each tile at your company, rather than define a hierarchy of roles to control access of information entered by users in lower level roles.

C.  When an account owner is not assigned to a role, the sharing access for related contracts is Read/Write, provided the organizational-wide default for Contacts is not controlled by Parent

D.  To simplify user management in organizations with large numbers of users, you can enable delegated admins.  Delegated admins are automatically assigned a Cloned System Admin profile giving virtually all privileges of a System Admin over the entire organization

Definition
A and C
Term

What page do you access to uninstall an App?

 

A.  Critical Updates

B.  Sandbox

C.  Installed Packages

D.  Storage Usages

E.  Monitor Deployments

Definition
C - Installed Packages
Term

What are good practices when creating validation rules (choose 2)

 

A.  Creating two validation rules with contradicting criteria

B.  Write helpful error messages.  Include instructions when necessary

C.  Activate a new validation rule upon completion of its formula and error messages so that users can provide feedback immediately

D.  Because validation rules run on the Self-Service portal, make shire your validation rules don't prevent Self-Service users from creating cases.

 

Definition
B and D
Term

Permissions are organized by Assigned Apps, Object and Tabs, App Permissions, Apex Class Access,  VisulaForce Page Access, System Permissions, Desktop Client Access, Login Hours, Login IP Ranges and Service Providers.  Where will you go if you want to hide the Accounts from a certain User profile and then enable Content users assigned to the same profile to Deliver Uploaded Files and Personal Content?  (Choose 2 answers)

 

A.  Assigned Apps

B.  Object and Tabs

C.  System Permissions

D.  App Permissions

 

 

Definition
B and D
Term

What happens when you convert a Lead?  (choose 2)

 

A.  Leads that are members of multiple campaigns will display all associated campaigns in the Campaign Influence related list of the opportunity.

B.  The last campaign that a Lead became a member of will be listed as the Primary Campaign Source

C.  Regardless if the lead is a member of a campaign or not, you have to manually add influential campaigns to the Campaign Influence related list.

D.  If you convert the lead from the Campaign Member Detail page of a certain campaign, that campaign will be listed as the Primary Campaign Source in the Campaign Influence Related list

Definition
B and D
Term

Bob set up a Library to store all his team files.  He added all of his direct reports as Members of that Library, including John,  He then started to upload team files.  All the other team members except John are able to view the uploaded files.  What could be the problem?

 

A.  Bob's User Role is not above that of John's in the Role hierarchy

B.  John has no Read Permission to Documents

C.  John access to the Files tab

D.  John is not a Salesforce CRM Content user

Definition
D
Term

What are the ways to create a new User Record (choose 2)

 

A.  Using Insert in Dataloader

B.  Clone Existing User Record from the detail page

C.  Add multiple Users option at the Users page

User Import Wizard

Definition
A and C
Term

Choose the correct statements about Holidays in Salesforce CRM (choose 2)

 

A.  Holidays that are not associated to any Business Hours will apply to the whole Organization

B.  Holidays enable you to specify the dates and times at which your customer support team is unavailable

C.  You can only delete a holiday that is not associated with any business hours

D.  During holidays, access to Salesforce CRM is restricted.

Definition
B and C
Term

Who can create a new Campaign in Salesforce CRM?

 

A.  Penny who has a Marketing User profile although their System Admin unchecked the Marketing User checkbox in her user record.

B.  Sheldon who is a Marketing Executive, she as a Create permission on Campaigns and is set to be a Marketing User

C.  Leonard, A System Admin who is not a Marketing User

D.  Raj has a Solution Manager profile and is set to be a Marketing User

Definition
B
Term

Which of the following scenarios will trigger Case Auto-Response Rules? (choose 2)

 

A.  A customer replied to a support rep's email.

B.  A case is created from a web-to-case form

C.  A customer submitted a case from the Self-Service portal

D.  A case is created by the support rep during a customer call

 

Definition
B and C
Term

How is access granted through the Role Hierarchy?

 

A.  If the Organizational Default permits view of a certain record to all users, A Role Hierarchy can be set up to restrict the view to some users or group of users

B.  If the Organizational Default restricts view of a certain record to some users, A Role Hierarchy can be set up to open access to them

C.  If a Field is hidden to a Manager Profile using Field Level Security, A Role Hierarchy can be set up to open visibility of the said Field to the Users with Manager Profile

D.  If a Field is hidden in the Page Layout of the Manager Profile, A Role Hierarchy can be used to open visibility of the said Field to the Users with Manager Profile.

Definition
B
Term

Which counts against File Storage in Salesforce CRM?

 

A.  Files in attachments, the Documents tab and the Files tab

B,  User Profiles, Photos and Chatter Files

C.  Google Docs, Chatter; Feed posts and tracked changes, and Quotes

Definition
A
Term

What are the differences between Sales and Account Teams?

 

A.  Roles assigned to members in Account Teams are based Account Team Roles List while that for the Sales Teams are based on Sales Team Roles list.  You can manage these lists of Roles separately for each team.

B.  A sales team is a group of users that typically work together on opportunities while an account team is a team of users that work together on an account

C.  A sales team is a group of users that typically work together on Opportunities and Leads while an account team is a team of users that work together on accounts

D.  A Sales Team is a subset of an Account Team.  The latter may be composed of one or more of the former

E.  An Account Team is a subset of a Sales Team.  The latter may be composed of one or more of the former.

 

Definition
B
Term

When using Knowledge, when can Articles be created?

 

A.  Upon initial post of the customer in the Answers community

B,  Upon reply to a customer's email

C.  When closing a case

D.  Upon reply form the customer.

Definition
C - When closing a case
Term

When do you use the Import Wizard (choose 2)

 

A.  When updating 150 leads records so that a custom field in the updated records will contain a null value

B.  When updating 900 Accounts records so that the email field in the updated records will have the Marketing User's Email Address

C.  When importing 1900 new records to a custom field

C.  When Mass Deleting more than 250 records at a time

Definition
B and D
Term

What may NOT be specified when creating a Web Tab?

 

A.  Tab Label and Tab Name

B.  URL of a web page/site

C.  Tab Style

D.  Content Frame Height (pixels)

Definition
B - URL of a web page/site
Term

How does Folder access differ from record access?

 

A.  Folder access is controlled by permissions while Record access is controlled by Role Hierarchy and Org-Wide Defaults.

B.  Folder access is controlled by permissions while Record access is controlled bu Role Hierarchy, Field Level Security and Org-Wide Defaults.

C.  Folder Access is controlled bu permissions while Record Access is controlled bu Field Level Security and Org-Wide Defaults

C.  Folder access is controlled bu permissions while record access is controlled by Role Hierarchy and Field Level Security

Definition
A
Term

What is true if a Record is "locked" (choose 2)

 

A.  Salesforce prevents the record owner from editing or deleting a record.

B.  Users mus have the "Modify All" object-level permission for the given object, or the "Modify All Data" permission to edit the locked record.

C.  If the record is a Campaign, you cannot add campaign members to it prior to approval

D.  You can still edit the default action for initial submission and recall actions

Definition
A and B
Term

Which objects use Folders (choose 3)

 

A.  Emails

B. Documents

C.  Dashboards

D.  Reports

Definition
B, C and D
Term

Which statement is true about Fiscal Year settings in Salesforce?

 

A.  When you change the Fiscal Year Start month of a Standard Fiscal Year, you come up with a Custom Fiscal Year.

B.  When you enable Custom Fiscal Year, a default Custom Fiscal Year Template will be assigned to your organization.

C.  Standard fiscal years can start on the first day of any month

Definition
C
Term

A telecom company is implementing Salesforce in its service and support department.  They want to receive emails in Salesforce so that a Case will be created for new incoming emails.  They also want to set it so that if an email contains words such as "frustrated", "aggravated" and the likes will automatically be routed to the Tier 2 support.  What Case management features will have to be used in order to satisfy the above requirements?  (choose 2)

 

A.  Case Escalation Rules

B.  Email to Salesforce

C.  Email to Case

D.  Case Assignment Rules

 

 

Definition
C and D
Term

Which extra step has to be done when you invite a user to an event in Salesforce CRM if that user has a different time zone?

 

A.  There is no extra step because Salesforce automatically converts the users available and busy times to your time zone.

B.  You have to convert the time zone in a drop in the timezone picklist to match that of yours.

C.  If you are inviting multiple users from many different time zones you need to set the default time zone first.

D.  You can't invite a user from a different time zone.  You must set all users to have similar time zone before you can send an invite.

 

Definition
A
Term

True/False - SFDC allows me to add a reporting hierarchy (or organization chart) to my contacts.  This way I can better understand the structural dynamics within the business I am selling to, and remember who to contact for certain aspects of a sale.

 

Definition
True
Term

What type of relationship should be built for a one-to-one?  (choose 2)

 

A.  Mater-Detail relationship

B.  Look-up relationship

C.  Master-Detail field

D.  Look-up field

Definition
B and D
Term

Which action must be taken to view contacts associated with a case in the console?

 

A.  The related lists of the case page layout must be modified

B.  The custom links of the case page layout must be modified

C.  The related object of the case page layout must be modified

D.  The mini page layout of the case page layout must be modified

Definition
D
Term

When configuring Customizable Forecasting, you can set which of the following Forecast Dates for determining which opportunities contribute to the forecast

 

A.  Opportunity Close Date Only

B.  Product Date only

C.  Schedule Date only

D.  Commit Date

E.  Opportunity Close Date, Product Date, Schedule Date

Definition
A - Opportunity close date only
Term

The difference between an opportunity record type and a sales process is:

 

A.  The sales process controls the stage field, the record type controls all other picklist fields.

B.  The record type controls the stage field, the sales process controls all other picklist fields

C.  The record type controls the picklist fields

D.  The sales process controls all picklist fields

 

Definition
A
Term

What happens when you delete an object that is related to a junction object by a lookup relationship?

 

A.  The junction object is deleted

B.  The related field in the junction object is deleted

C.  The master records are deleted

D.  The intersection object is deleted

Definition
B
Term

Which statements are true for the integrated campaign builder?

 

A.  Cannot filter views by more than one campaign at a time

B.  The maximum number of Leads/Contacts that can be added from a report at one time is 50,000

C.  The maximum number of Leads/Contacts that can be added from the wizard at one time is 250

D.  Can add converted leads to a campaign

E.  Integrated Campaign Builder views are not exposed through the Force.com API.

 

 

 

Definition
A, B, C and E
Term
Multiple approvers have received your request for approving a discount that was invoked by the approval process.  Approver A rejects your requests.  Approver B accepts your request after Apporver A rejects it.  Is your request approved or denied?
Definition
Denied
Term

Which of the following CANNOT be done by a user to records owned by others when the organization wide default is set to Read/Write to an object

 

A.  Add related records

B.  Search records

C.  Delete records

D.  Change ownership

E.  Report on records

F.  Edit details on records

 

Definition
C and D
Term

Org wide default is set to private.  Kathy is assigned US Sales Director role with access rights to view opportunities owned by other users associated to her accounts.  Jennifer is assigned EMEA Rep Role and Phil to US rep role.  Which business opportunities can Kathy VIEW and EDIT (Choose 3)

 

A.  Kathy can edit and view her own opportunities

B.  Kathy can Edit and View Jennifer's opportunities

C.  Kathy can edit and view Phil's opportunities

D.  Kathy can view but CANNOT Edit Phil's opportunities

E.  Kathy can View but cannot edit Jennifer's opportunities.

 

Definition
A, C and E
Term

How would you allow collaborative access to accounts, contacts, contracts, opportunities and cases of a US Sales rep, an Asia sales rep and an EMEA sales rep?

 

A.  By creating three sharing rules between them

B.  By creating a public group with all three Sales reps

C.  By changing the Org wide defaults

 

Definition
B
Term

The org wide default is set to private.  Phil is the owner of ABC account and is a US Sales Rep reporting to the US Sales Director.

 

The users in the US sales rep role can edit ALL opportunities associated with the accounts they own.  Tim is an EMEA sales rep who owns an opportunity associated with the ABC account.  Identify the correct role access (choose 2)

 

A.  Phil can view but cannot edit Tim's ABC opportunity

B.  Tim cannot View or Edit Phil's account

C.  Phil can edit and view Tim's ABC opportunity

D.  Tim can view and edit Phil's account

E.  Tim can View but cannot Edit Phil's account

 

Definition
C and E
Term

AW computing has a discount workflow that requires approval form the Sales director when the discount is over 15% and from the VP of Global Sales if the discount is over 30%.  The sales rep has created a discount for 10% on a new opportunity.

 

What happens when the sales rep submits the request for approval?

 

A.  Discount will be automatically approved

B.  Request will be sent to the Sales Director for approval

C.  Request will be sent to Sales director and VP of Global Sales for approval

D.  Request will be sent to VP of Global Sales for approval.

Definition
A
Term

Which of the following statements are true about trusted ranges (choose 2)

 

A.  They enable end users to activate additional OP addresses for accessing Salesforce

B.  They are used to identify regular SF users

C.  They include IP addresses that are used in conjunction with a browser cookie

D.  They approve login requests from unknown browsers and IP addresses

 

Definition
B and C
Term

Which step is required when configuring the new Salesforce for Outlook? (choose 2)

 

A.  Select sync direction and conflict behaviour

B.  Select the appropriate config template

C.  Assign users and profiles to a configuration

D.  Enable the chatter feed sync with outlook

Definition
A and C
Term

What can users do when Chatter feed tracking is enabled for dashboards? (choose 2)

 

A.  Follow files and links for a dashboard

B.  Follow posts and comments for a dashboard

C.  Follow posts and comments for the dashboard source reports

D.   Auto-follow dashboards created by the user

Definition
B and C
Term

A sales manager would like to view a dashboard from the perspective of different users and switch between users without editing the dashboard.  How would an Admin enable this?

 

A.  Grant the sales manager the "Drag and Drop Dashboard Builder" permission

B.  Create the dashboard as a dynamic dashboard

C.  Grant the sales manager the "Manage Dynamic Dashboards" permission

D.  Grant the sales manager the "View My Teams Dashboards" permission

Definition
B and D
Term

Mass Mail Contacts option doesn't appear under the Tools section in the Contacts Tab.  What could have caused this?

 

A.  The user role is insufficient to view this tool

B.  Email is unchecked for that profile in FLS

C.  This is a bug and must be escalated

D.  Mass mail is not enabled for the profile

E.  Mass mail is not checked in FLS

 

 

 

Definition
B and D
Term

When you transfer ownership of an account, the new owner will also gain ownership of the following records related to the transferred account automatically (choose 3)

 

A.  Any notes that belonged to the existing owner

B.  All contacts that belong to the existing owner

C.  All opportunities - open and closed

D.  All open activities assigned to the existing owner (completed activities will not be transferred)

Definition
A, B and D
Term

Which is a capability of the new service cloud console?  (choose 3)

 

A.  It provides data visibility by combining a list view and related records on one screen

B.  It allows agents to view key record information in the highlights panel.

C.  It preserves the context of calls using primary tabs and subtabs

D.  It allows access to data by opening each record in a new window

E.  It allows agents to take notes in an interaction log while on call

Definition

B, C and E

 

Term

Sales Management wants to stay informed when big opportunities are being closed.  They have requested that they receive notification when opportunities with large amounts are closed.  How can an Admin accomplish this?  (choose 2)

 

A.  opportunity update reminders

B.  Validation rule

C.  Big Deal alerts

D.  Workflow filed updates

Definition
C and D
Term

If a user selected the Manage Members button on a campaign, they will be able to select: (choose 4)

 

A.  Add members - search

B.  Add members - import file

C.  Edit members

D.  Add member - profile

E.  Update and add members - import file

Definition
A, B, C and E
Term

Which of the following cannot be used as a source report for the analytical snap shots?

 

A.  Tabular reports

B.  Summary Reports

C.  Matrix Reports

D.  All can be used

Definition
C - Matrix Reports
Term

How many ranges can be defined in the case of a conditional highlighting?

 

A.  2

B.  3

C.  4

D.  5

Definition
B - 3
Term

How many solution records can be imported via Import Wizard?

 

A.  500

B.  5,000

C.  50,000

D.  Solution records cannot be imported via Import Wizard

Definition
C - 50,000
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