ADM Training Flashcards
What is the difference between the 15 character and 18 character Salesforce Record IDs?
The 15 character ID is case sensitive
The 18 character ID is can insensitive meaning that the ID reads the same in either upper or lower case characters
What is the starting point for an Approval Process in Salesforce?
When a record is submitted for approval
What Report functionality would you use in order to quickly categorize report records without creating a formula or a custom field?
Bucketing
n which of the following scenarios can a Validation Rule fire, thus helping prevent bad data from entering your Salesforce org? (select 3)
During the manual update of a record
During a mass import from the Data Loader
During the initial creation of a record
Identify the statements that define the data loader? Choose 2:
Can be used to insert, update, delete or export Salesforce records
Can be used to read, extract and load data from CSV files.
Identify the statements that define the data loader? Choose 2:
Can be used to insert, update, delete or export Salesforce records
Can be used to read, extract and load data from CSV files.
Access to a report is determined by the folder in which the report is stored.
True
What characteristics apply to standard reports? Choose 2:
Are out of the box reports
Can be modified and saved as new reports
An Approval Process begins when a record is…
Submitted for Approval
Fields which are hidden using Field-Level-Security are still subject to Validation Rules?
True
Which of the following profiles are Standard Profiles in Salesforce? (select 3)
Standard User
Chatter Free User
System Administrator
When converting a Lead, what values are transferred to the Opportunity?
Stage = First stage in list
Close Date = Last day in fiscal quarter
Which of the following would be considered a Junction Object in Salesforce?
A many-to-many relationship created with two master-detail relationships
Which Dashboard Component would you use in order to display a single value that you want to show within a range of custom values?
Gauge
Which of the following is not a valid dashboard component type?
Snapshot
Which records can Lightning Sync automatically keep in sync between Outlook and Salesforce? (select 2)
Events
Contacts
A system administrator at Universal Containers needs to prevent sales representatives from editing fields on an opportunity once the opportunity has been moved to a closed stage. Which data validation tool can be used to accomplish this? Choose 2 answers
Data Validation rules
Record Types and read only page layouts
In Ideas, the best way to monitor new postings is to regularly review which tabs?
Recent Ideas and Comments
How many objects may be imported or updated using the data loader in one operation?
1
Which component can be included in a custom home page layout? Choose 3:
Dashboard components
Pending approvals list
Messages and alerts
How would you create all collaborative access to the accounts, contacts, contracts, opportunities, and cases of a US Sales Rep, an APAC Sales Rep and an EMEA Sales Rep?
By creating a public group for the three Sales Reps and one account sharing rule to share the public group’s records with itself.
This tool provides a visual representation of the various steps of an Approval Process in Salesforce
Process Visualizer
Sales representatives at Universal Containers should be notified any time support cases related to accounts they own change status. How can a system administrator accomplish this?
Create a workflow rule to send an email alert to the account owner
You need to extend the Service Cloud User feature license to a user in your organization. Where would you go to do this?
From the User record by checking the Service Cloud User checkbox