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Salesforce Administrator Certification Practice Test Questions > Data & Analytics Management > Flashcards

Data & Analytics Management Flashcards

1
Q

Ursa Major Solar wants to add charts to a Salesforce dashboard.

What are three standard chart types that are available?

Choose 3 options.

A. Venn Diagram
B. Heat map
C. Gauge chart
D. Table
E. Bar chart

A

C. Gauge chart

D. Table

E. Bar chart

Correct. Gauge chart, Table and Bar charts are available components.

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2
Q

What should a System Administrator do to organize the fields available on a report?

A. Create a custom report type.
B. Modify the standard report type.
C. Enable Dynamic Reports.
D. Edit the Report Builder layout.

A

A. Create a custom report type.

Correct. Add and removed fields on a report by creating a custom report type.

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3
Q

Ursa Major Solar wants all Sales Users to see a dashboard that displays Total Closed/Won Opportunity Amount by User on a monthly basis. The Opportunity sharing model is private.

What should the administrator do to fulfill this request?

A. Create the Dashboard from the Opportunities by User Report, then save it in the shared Dashboard Folder as a Dynamic Dashboard.
B. Request for the Sales Manager to create the Dashboard from the Opportunities by User Report, select “View Dashboard as Me”, and save in the shared Dashboard Folder.
C. Request for the Sales Manager to create the Dashboard from the Opportunities by User Report and save it to her private Dashboards Folder.
D. Create the Dashboard from the Opportunities by User Report, choose the Sales Manager as RunAs User and Save in the private Dashboard Folder.

A

B. Request for the Sales Manager to create the Dashboard from the Opportunities by User Report, select “View Dashboard as Me”, and save in the shared Dashboard Folder.

Correct. By setting the running user to the Sales Manager and saving in a shared folder the Sales user will see all the records the Sales Manager can see.

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4
Q

Which configuration option shows sales representatives the fields they must fill in prior to saving an Opportunity?

A. Field-level Security
B. Opportunity Validation Rules
C. Page Layout required fields
D. Dependent Picklist Fields

A

C. Page Layout required fields

Correct. Make the field required on a specific page layout.

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5
Q

Which set of Salesforce records is exported by choosing the “Export All” option instead of “Export” in Data Loader?

A. Records for all standard objects in the org.
B. Records for a specified object and its child records.
C. Records for a specified object including records in the recycle bin.
D. Records for a specified object and its parent records.

A

C. Records for a specified object including records in the recycle bin.

Correct. Export archived activity records and soft-deleted records with Export All.

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6
Q

How long is data stored in the Recycle Bin?

A. Up to 7 days
B. Up to 15 days
C. Up to 30 days
D. Up to 90 days

A

B. Up to 15 days

Correct. Deleted records remain in the Recycle Bin for 15 days, and can be restored during that time.

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7
Q

Ursa Major Solar has a million new Account records to upload into Salesforce.

What is the recommended method for uploading this data?

A. Utilize the Data Import Wizard.
B. Utilize an AppExchange app.
C. Request help from Salesforce.
D. Utilize the Data Loader.

A

D. Utilize the Data Loader.

Correct. Data Loader is supported for loads of up to 5 million records.

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8
Q

Ursa Major Solar wants to ensure that unique data is always input into a specific field.

Which two field properties should the administrator configure?

Choose 2 options.

A. Default Value
B. Unique
C. Data Type
D. Required

A

B. Unique
D. Required

Correct. Customize standard and custom fields to tailor your org to your own unique requirements.

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9
Q

Ursa Major Solar needs to transfer records from one user to another user during a mass transfer of account records.

Which two record types can be used for this transfer?

Choose 2 options.

A. Closed cases
B. Related custom object records
C. Open cases
D. Closed activities

A

A. Closed cases

C. Open cases

Correct. Use the Mass Transfer tool to transfer multiple accounts, leads, service contracts, and custom objects from one user to another.

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10
Q

What should the System Administrator check when users are unable to find a CustomReport Type?

A. Make sure the user Profile includes the Report Type.
B. Add the new Report Type to the related objects.
C. Make sure the new Report Type is deployed.
D. Add a button for the new Report Type to the Report Builder.

A

C. Make sure the new Report Type is deployed.

Correct. Mark the report as “deployed” when the report is ready to be available.

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11
Q

What is the maximum number of components that can be added to a single Dashboard?

A. 20
B. 3
C. 50
D. 15

A

A. 20

Correct. Each dashboard can have up to 20 components.

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12
Q

After a recent restructure of its Sales Department, Ursa Major Solar is having issues with records being omitted in the new Opportunity Report.

Which three questions should the administrator ask to research this issue?

Choose 3 options.

A. Are records currently being shared with the sales manager?
B. Do owners of all records have Roles and correct Territory Assignments?
C. Did the sales manager start from a copy or clone of an existing report?
D. Have the owners of the records been frozen?
E. Do the records the sales managers expect to see match the filter criteria?

A

A. Are records currently being shared with the sales manager?

B. Do owners of all records have Roles and correct Territory Assignments?

E. Do the records the sales managers expect to see match the filter criteria?

Correct. If one of your reports is either missing records or contains results that shouldn’t display.

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13
Q

Users at Ursa Major Solar are trying to create Opportunities.

When populating a custom picklist field, the users receive errors. Additionally, when the users select either of the two values in the picklist, they receive different error messages above the field and are unable to save the Opportunities.

Why is this error likely occurring?

A. The users don’t have access to the picklist field.
B. The users don’t have access to the Large Enterprise Record Type.
C. The two picklist values are unavailable to the Record Type.
D. The picklist field has contradicting validation rules.

A

D. The picklist field has contradicting validation rules.

Correct. Contradicting validation rules for the same field will cause users not be able to save the record.

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14
Q

What are two ways to customize basic reports using Lightning Experience?

Choose 2 options.

A. By adding links to external pages
B. By adding a filter
C. By adding a Lightning Component
D. By adding a chart

A

B. By adding a filter
Correct. Reports can be filtered.

D. By adding a chart
Correct. Charts can be added to a report.

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15
Q

What is a benefit of using a Lookup Filter instead of a Validation Rule?

A. Faster page refresh on the Salesforce Mobile App
B. Improves user efficiency when selecting a related record
C. Better error messages when an incorrect record is selected
Incorrect. Lookup filters do not provide error messages.
D. Adds the ability to edit multiple records from list views
Incorrect. Improve user efficiency by limiting the number of available options in a lookup search dialog.

A

B. Improves user efficiency when selecting a related record

Correct. To improve user efficiency by limiting the number of available options in a lookup search dialog.

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16
Q

Universal Containers regularly imports Accounts from an external order system that has its own ID field for each record.

What should the System Administrator do to help prevent duplicates during these imports?

A. Use the ID from the order system in place of the Salesforce ID.
B. Create a unique External ID field on Accounts in Salesforce for matching.
C. Use VLOOKUP to find matching records in Salesforce.
D. Create a formula field that identifies matches.

A

B. Create a unique External ID field on Accounts in Salesforce for matching.

Correct. An external ID field contains record identifiers from a system outside of Salesforce.

17
Q

How should a System Administrator configure a report for each sales rep to see their own Open Opportunities?

A. Create a report schedule for each Sales Rep.
B. Create a report filtered by “My Opportunities”.
C. Create a Summary report grouped by Sales Rep.
D. Create a separate report for each Sales Rep.
Incorrect. Filter a report by value to define the filter criteria.

A

B. Create a report filtered by “My Opportunities”.

Correct. Filter a report by value to define the filter criteria.

18
Q

Which two best practices are recommendedprior to mass-deleting records?

Choose 2 options.

A. Schedule a weekly data export and download the backup zip files.
B. Run and export a report to archive data before deletion.
C. Download a Setup Audit Trail for the last six months before deletion.
D. Create a new list view for all records that need to be deleted.

A

A. Schedule a weekly data export and download the backup zip files.

Correct. Back up data prior to mass deleting.

B. Run and export a report to archive data before deletion.

Correct. Back up data prior to mass deleting.

19
Q

Ursa Major Solar is importing data and has many records that do NOT meet the data validation criteria.

What will occur?

A. The import process will fail, but only for the records with invalid data.
B. The import process will ignore the data validation criteria.
C. The import process will abort when it encounters the first invalid record.
D. The import process will require user authorization in order to import the invalid records.

A

A. The import process will fail, but only for the records with invalid data.

Correct. Salesforce runs validation rules on records before they are imported. Records that fail validation are not imported.

20
Q

At Ursa Major Solar, Sales representatives use a custom report type for Account reports. New fields have been created on the Account Object. An administrator needs to report on the newly created fields.

What should the administrator do to achieve this goal?

A. Create a new account report folder, go to share, and then add the new fields.
B. From the Custom Report Type, Edit Layout, then add the new fields to the report.
C. Create a new account report and add the new fields from the Report Builder.
D. From the Custom Report Type, Edit Object Relationships, then add the new fields to the report.

A

B. From the Custom Report Type, Edit Layout, then add the new fields to the report.

Correct. Add fields to a custom report in the custom report type field layout.

21
Q

What should a System Administrator do to organize the fields available on a report?

A. Modify the standard report type.
B. Create a custom report type.
C. Enable Dynamic Reports.
D. Edit the Report Builder layout.

A

B. Create a custom report type.

Correct. Add and removed fields on a report by creating a custom report type.

22
Q

Ursa Major Solar uses data from the grand total of a custom report to create their dashboard.

Which two components will populate the grand total properly?

Choose 2 options.

A. Chart
B. Table
C. Metric
D. Gauge

A

C. Metric
Correct. Use a metric when you have one key value to display.

D. Gauge
Correct. Use a gauge when you have a single value that you want to show within a range of custom values.

23
Q

How long is data stored in the Recycle Bin?

A. Up to 30 days
B. Up to 90 days
C. Up to 7 days
D. Up to 15 days

A

D. Up to 15 days

Correct. Deleted records remain in the Recycle Bin for 15 days, and can be restored during that time.

24
Q

Ursa Major Solar uses a validation rule to prevent invalid data.

What are three conditions where this rule is used?

Choose 3 options.

A. When records are imported.
B. When records are edited and saved by a user.
C. When records are submitted using web-to-lead.
D. When records are deleted by a user.
E. When records are updated by a workflow rule.

A

A. When records are imported.

Correct. Validation rules are triggered by creating a record.

B. When records are edited and saved by a user.

Correct. Validation rules are triggered by saving or editing a record.

C. When records are submitted using web-to-lead.

Correct. Validation rules are triggered by creating a record

25
Q

Ursa Major Solar wants all Sales Users to see a dashboard that displays Total Closed/Won Opportunity Amount by User on a monthly basis. The Opportunity sharing model is private.

What should the administrator do to fulfill this request?

A. Request for the Sales Manager to create the Dashboard from the Opportunities by User Report, select “View Dashboard as Me”, and save in the shared Dashboard Folder.
B. Request for the Sales Manager to create the Dashboard from the Opportunities by User Report and save it to her private Dashboards Folder.
C. Create the Dashboard from the Opportunities by User Report, then save it in the shared Dashboard Folder as a Dynamic Dashboard.
D. Create the Dashboard from the Opportunities by User Report, choose the Sales Manager as RunAs User and Save in the private Dashboard Folder.

A

A. Request for the Sales Manager to create the Dashboard from the Opportunities by User Report, select “View Dashboard as Me”, and save in the shared Dashboard Folder.

Correct. By setting the running user to the Sales Manager and saving in a shared folder the Sales user will see all the records the Sales Manager can see.

26
Q

Ursa Major Solar is adding objects to a custom report type.

How many objects, maximum, can be added to this report type?

A. Two as long as the objects have associations
B. Four as long as the objects have associations
C. One as long as the object has a master-child relationship
D. Unlimited as long as the objects have associations

A

B. Four as long as the objects have associations

Correct. Each report type must specify a primary object and may optionally include other related objects. Up to four objects may be linked in a report type.

27
Q

A System Administrator will use the Import Wizard to update existing Account records.

Which values can the Import Wizard use to find matching records?

A. Address field
B. Account Name and Site fields
C. Parent Account field
D. Created By field

A

B. Account Name and Site fields

Correct. Match Account Id, Account Name, and Account Site exactly as they appear in the application.

28
Q

An administrator for Ursa Major Solar wants to allow internal users to view a dashboard as a Sales Manager within a given sales region.

How can this be configured?

A. Create a dashboard to run as a specified user.
B. Create a dashboard for all opportunities in the region.
C. Create a dashboard with multiple components.
D. Create a dashboard to run as the logged-in user.

A

A. Create a dashboard to run as a specified user.

Correct. This dashboard would show the specified users information properly.

29
Q

Universal Containers needs a field that reflects Account size based on the number of employees.

Which formula function should the System Administrator use to evaluate different results based on a specific condition with multiple outcomes?

A. TEXT
B. AND
C. ISPICKVAL
D. IF

A

D. IF

30
Q

Ursa Major Solar uses data from the grand total of a custom report to create their dashboard, Which two components will populate the grand total properly?

(Choose 2 answers.)

A. Metric
B. Gauge
C. Chart
D. Table

A

A. Metric
B. Gauge

31
Q

An administrator at Ursa Major Solar is setting up case feed.

What should the administrator consider?

A. The Use Case Feed permission is automatically active for all profiles.
B. By default, the case feed replaced the standard case detail page.
C. The Service Cloud user feature is required for case feed.
D. Chatter feed tracking must be enabled for the case object.

A

D. Chatter feed tracking must be enabled for the case object.

Salesforce Administrator Certification Practice Test Questions (8 decks)

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