Admin 201 Questions Flashcards

1
Q

Which feature license can be assigned to a user in Salesforce? Choose 2 answers.A. Opportunity UserB. Console UserC. Service Cloud UserD. Knowledge User

A

C. Service Cloud UserD. Knowledge User

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2
Q

A sales user at Universal Containers has updated the opportunity stage for an opportunity in the pipeline. What may be updated as a result of the stage change? Choose 2 answers.A. Forecast categoryB. Account ratingC. Sales quotaD. Probability

A

A. Forecast categoryD. Probability

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3
Q

Universal Containers has two business groups, Products and Services. Both groups will be using opportunities to track deals, but different fields are required by each group. How should a system administrator meet this requirement? Choose 2 answers.A. Create two permission sets.B. Create two page layouts.C. Create two record types.D. Create two sales processes.

A

B. Create two record types.D. Create two sales processes.

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4
Q

A system administrator at Universal Containers needs to mass update the lead source on a number of opportunity records. How can this be accomplished? Choose two answers.A. Export the opportunities and update using the data loader.B. Use similar opportunities to update the opportunities.C. Export the opportunities and update using the import wizard.D. Create a list view for the opportunities and update using inline editing.

A

A. Export the opportunities and update using the data loader.D. Create a list view for the opportunities and update using inline editing.

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5
Q

A time dependent action is placed in the workflow queue when the record is created. When will the action be removed from the queue? Choose two answers.A. When a validation rule is triggered for the record.B. When the action is deleted from the workflow queue.C. When the record no longer matches the rule criteria.D. When another record triggers the same workflow rule.

A

B. When the action is deleted from the workflow queue.C. When the record no longer matches the rule criteria.

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6
Q

Which statement about products and price books is true? Choose two answers.A. A product can have a different list price in different price books.B. Price books that contain assets cannot contain products.C. The standard and list price for a product can be listed in multiple currencies.D. Products without a price are automatically added to the standard price book.

A

A. A product can have a different list price in different price books.C. The standard and list price for a product can be listed in multiple currencies.

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7
Q

What does the controlling field determine when the field dependencies are being created?A. The dependent fields that appear on a layout.B. The default value populated in the dependent field.C. The values that appear in the dependent field.D. The field-level security of the dependent field.

A

C. The values that appear in the dependent field.

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8
Q

A user at Universal Container reports an error message when attempting to log in. The administrator checks the user’s login history, but there is no record of the attempted login. What could be the cause of this issue?A. The user is attempting to log in outside of the profile login hours.B. The user is attempting to log in outside of the profile IP login range.C. The user is attempting to log in with the wrong password.D. The user is attempting to log in with the wrong username.

A

D. The user is attempting to log in with the wrong username.

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9
Q

What should a system administrator consider when setting up Mobile Lite? Choose 2 answers.A. It allows access to all standard objects in the organization.B. Only recently viewed records are synchronized.C. It must be enabled for the entire organization.D. It allows access to most custom objects in the organization.

A

A. It allows access to all standard objects in the organization.B. Only recently viewed records are synchronized.

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10
Q

What does a custom report type In determine? Choose 2 answers.A. The fields that can be used as columns when building a report.B. The objects that are available building a report.C. The custom summary formulas displayed in a resulting report.D. The report format of the resulting report.

A

A. The fields that can be used as columns when building a report.B. The objects that are available building a report.

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11
Q

Universal Containers has two sales groups. Each group has its own unique sales process. What is the best way to ensure that sales representatives have access to only the stages relevant to their sales process when working on opportunities?A. RolesB. Record TypesC. Page layoutsD. Multi-select picklists

A

B. Record Types

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12
Q

Universal Containers wants to automatically back up all Salesforce data on a monthly basis. Which tool can a system administrator use to meet this requirement?A. Data export serviceB. Analytic snapshotC. Import wizardD. Scheduled report

A

A. Data export service

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13
Q

Which data can be highlighted in a report using conditional highlighting? Choose 3 answers.A. Grouped by field namesB. Summarized totalsC. Grand totalsD. Summary formulasE. Date fields

A

B. Summarized totalsC. Grand totalsD. Summary formulas

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14
Q

What will happen when a user attempts to log in to Salesforce from an IP address that is outside the login IP range on the user’s profile but within the organization-wide trusted Ip range?A. The user will not be able to log in at all.B. The user will be able to log in without activating the computer.C. The user will be able to log in after the computer is activated.D. The user will be able to log in after answering a security question.

A

C. The user will be able to log in after the computer is activated.

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15
Q

Which statement about sharing rules is true? Choose 2 answers.A. Sharing rules open up access to records.B. Sharing rules are required in public read/write organizations.C. Sharing rules grant delete access to records.D. Sharing rules grant record access to roles and public groups.

A

A. Sharing rules open up access to records.D. Sharing rules grant record access to roles and public groups.

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16
Q

When converting a lead, how can an administrator capture custom lead data on the converted contact?A. Map custom lead fields to custom contact fields.B. Map custom lead fields to standard contact fields.C. Use the lead conversion wizard to select the fields.D. Use the data loader to move the custom lead data.

A

A. Map custom lead fields to custom contact fields.

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17
Q

Sales management at Universal Containers needs to display the information listed below on each account record.-Amount of all closed opportunities-Amount of all open opportunitiesWhich feature should a system administrator use to meet this requirement?A. Calculated columns in the related listB. Roll-up summary fieldsC. Workflow rules with field updatesD. Cross-onject formula fields

A

B. Roll-up summary fields

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18
Q

The sales team at Universal Containers wants an easy solution to gather customer requirements and share presentations with their customers. What should an administrator do to help the sales team achieve this goal? Choose 2 answers.A. Add customers to libraries.B. Use Chatter files to share presentations.C. Create opportunity teams for customers.D. Add customers to private Chatter groups.

A

B. Use Chatter files to share presentations.D. Add customers to private Chatter groups.

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19
Q

The administrator at Universal Containers will create a custom field to track a specific Tier 2 support user on a case record. What type of data should be used when creating this custom field?A. Hierarchical relationshipB. Lookup filterC. Lookup relationshipD. Formula

A

B. Lookup filter

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20
Q

How can a system administrator add users to a Salesforce organization using Chatter Free? Choose 2 answers.A. Assign Chatter Free licenses to existing Salesforce users.B. Create users in the organization and assign them a Chatter Free license.C. Assign Chatter Free licenses to users outside the specified email domains.D. Enable invites to allow users to invite others within specified email domains.

A

C. Assign Chatter Free licenses to users outside the specified email domains.D. Enable invites to allow users to invite others within specified email domains.

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21
Q

What can an administrator configure for users on the search result page? Choose 3 answers.A. Field being searched on for each object.B. Number of records displayed for each object.C. Objects included in the search.D. Filters by which users can narrow down results.E. Columns displayed for each object.

A

B. Number of records displayed for each object.D. Filters by which users can narrow down results.E. Columns displayed for each object.

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22
Q

Universal Containers wants to create a custom object to capture account survey data. Users must be able to select an account from the survey record. Users also need the ability to view related surveys on the account record. How should the system administrator meet these requirements? Choose 2 answers.A. Create a lookup relationship field on the account object.B. Add the account related list to the survey page layout.C. Add the survey related list to the account page layout.D. Create a lookup relationship field on the survey object.

A

C. Add the survey related list to the account page layout.D. Create a lookup relationship field on the survey object.

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23
Q

Universal Containers requires that the organization-wide default for opportunities be set to public read/write. However, sales users are complaining that opportunity reports return too many results, making it difficult to find their team’s opportunities in the report results. How can the system administrator address this problem?A. Use the Show filter to filter report results and reduce records returned.B. Move the opportunity reports into each user’s personal report folder.C. Update the sharing rules to limit access to certain opportunities.D. Move the opportunity reports into a folder with restricted access.

A

A. Use the Show filter to filter report results and reduce records returned.

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24
Q

Which statements is true regarding an approval process? Choose 2 answers.A. A delegated approver can reassign approval requests.B. The approval history related list can be used to track the process.C. An assignment rule defines the approver for each process step.D. An approval action defines the result of record approval or rejection.

A

B. The approval history related list can be used to track the process.D. An approval action defines the result of record approval or rejection.

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25
Q

What will occur when a system administrator creates a dynamic dashboard?A. The dashboard automatically sends an email when the underlying data changes.B. The dashboard components resize based on the device used to view the dashboard.C. The data displayed varies based on the user viewing the dashboard.D. The dashboard refreshes automatically whenever the underlying data changes.

A

C. The data displayed varies based on the user viewing the dashboard.

26
Q

Universal Containers is using a private sharing model. The US sales director needs full access to all records owned by the US sales representatives. How can this be accomplished?A. Place the US sales director in a queue with the US sales representatives.B. GIve the US sales director read/write/edit/delete object permissions on the profile.C. Define a role hierarchy where the US sales director rolls up to the CEO.D. Define a role hierarchy where the US sales representatives roll up to the US sales director.

A

D. Define a role hierarchy where the US sales representatives roll up to the US sales director.

27
Q

Which statements about Chatter posts and comments is true? Choose 2 answers.A. Posts to a user’s profile are hidden from anyone below that user in the role hierarchy.B. Updates to the Chatter feed on a record are only visible to users with access to the record.C. Posts made to a user’s profile are visible to all users in the organization.D. Posts to a user’s profile can be made private by clicking the lock icon.

A

B. Updates to the Chatter feed on a record are only visible to users with access to the record.C. Posts made to a user’s profile are visible to all users in the organization.

28
Q

What is a capability of the Service Cloud (customer) portal? Choose 2 answers.A. Customers can view and edit contacts related to their own accounts.B. The portal and its users can be created without additional licensing.C. Customers can log, view, edit, and close their own cases.D. The portal can be customized with corporate branding.

A

C. Customers can log, view, edit, and close their own cases.D. The portal can be customized with corporate branding.

29
Q

Universal Containers needs to synchronize data between Salesforce and an external financial system. How can a system administrator accomplish this?A. Use the data loader to upset Salesforce records into the financial system.B. Use the Excel connector to export records from both systems into Excel.C. Use the data loader to match records between the systems.D. Use an external ID field to match records between the systems.

A

D. Use an external ID field to match records between the systems.

30
Q

Which setting can a system administrator enable in the Salesforce user interface? Choose 2 answers.A. Related list hover links.B. Customizable recent tags.C. Chatter Messenger for specific users.D. Printable list views.

A

A. Related list hover links.D. Printable list views.

31
Q

What is a capability of Salesforce Knowledge? Choose 2 answers.A. Knowledge uses data categories and roles to make articles visible to specific users.B. Knowledge only allows a single article type across all data categories.C. Knowledge automatically creates a solution for each new article.D. Knowledge allows an organization to share articles with partner portal users.

A

A. Knowledge uses data categories and roles to make articles visible to specific users.D. Knowledge allows an organization to share articles with partner portal users.

32
Q

Universal Containers has a private sharing model in which regional sales managers are only allowed to view opportunities in their own regions. For reporting purposes, they additionally need read-only access to opportunities in other regions. What permission can a system administrator enable to meet this requirement in the regional sales managers’ custom profiles?A. “Read” for opportunities.B. “Visible” for the Sales app.C. “View All Data”.D. “View All” for opportunities.

A

C. “View All Data”.

33
Q

What can be done with a workflow field update action? Choose 2 answers.A. Change the record type of a record.B. Update the value of a field on a child object.C. Apply a specific value to a field.D. Update the value of a formula field.

A

A. Change the record type of a record.C. Apply a specific value to a field.D. Update the value of a formula field.

34
Q

Universal Containers set the organization-wide defaults for cases to private. When a case is escalated, case ownership changes to a Tier 2 support agent. How can a system administrator give the sales operations team read/write access to all escalated cases?A. Create a case assignment ruleB. Create an ownership-based sharing rule.C. Create a criteria-based sharing rule.D. Create a case escalation rule.

A

C. Create a criteria-based sharing rule.

35
Q

Where can the multilingual solution search feature be enabled? Choose 2 answers.A. Public Knowledge BaseB. Solution tab searchC. Salesforce ContentD. Self-service portal

A

B. Solution tab searchD. Self-service portal

36
Q

When can a validation rule be used to prevent invalid data? Choose 3 answers.A. When records are edited by a user.B. When records are submitted using web-to-lead.C. When records are updated by a workflow rule.D. When records are imported.E. When records are deleted by a user.

A

A. When records are edited by a user.B. When records are submitted using web-to-lead.D. When records are imported.

37
Q

What type of field allows users to input text, images, and links?A. Text and image area.B. Text area.C. Text area (rich).D. Input area.

A

C. Text area (rich).

38
Q

Which statement is true regarding the Answers community? Choose 2 answers.A. Community experts must be internal Salesforce users.B. Answers can be displayed externally on a customer or partner portal.C. Data categories control access to articles and questions.D. Unanswered questions are automatically escalated to new cases.

A

B. Answers can be displayed externally on a customer or partner portal.C. Data categories control access to articles and questions.

39
Q

What is affected by changing the default locale setting for an organization?A. LanguageB. CurrencyC. Date fieldsD. Time zone

A

C. Date fields

40
Q

The marketing team at Universal Containers uses a web-to-lead form to capture leads from its website and a lead assignment rule to assign the leads to the appropriate sales representatives. How can a system administrator ensure that all leads are handled even when they do not meet the assignment criteria?A. Specify a default lead owner.B. Specify a default lead creator.C. Create an escalation rule to route unassigned leads.D. Create a validation rule to route unassigned leads.

A

B. Specify a default lead creator.

41
Q

What permission is set in a user’s profile? Choose 3 answers.A. ActiveB. Run ReportsC. Mass EmailD. Marketing UserE. Object Permissions

A

B. Run ReportsC. Mass EmailE. Object Permissions

42
Q

A user responsible for managing and creating campaigns is unable to create a new campaign, even though the user’s profile has the “Create” profile permission for Campaigns. How should a system administrator grant the correct access to the user?A. Assign the user to the standard Marketing User profile.B. Select the Marketing User checkbox on the user record.C. Grant the user delegated administration rights to campaigns.D. Create a campaign sharing rule to grant access to the user.

A

B. Select the Marketing User checkbox on the user record.

43
Q

What tab setting on a profile makes a tab NOT accessible on the All Tabs page or visible in any apps?A. Default OffB. Tab HiddenC. Read-onlyD. Default On

A

B. Tab Hidden

44
Q

How can a sales user relate an opportunity to a campaign? Choose 2 answers.A. Select the campaign record type when creating the opportunity.B. Use the campaign influence related list on the opportunity.C. Select the primary campaign source for the opportunity.D. Use the campaign hierarchy related list on the opportunity.

A

B. Use the campaign influence related list on the opportunity.C. Select the primary campaign source for the opportunity.

45
Q

Which circumstance will prevent a system administrator from deleting a custom field?A. The field is used in a workflow field update.B. The field is used in a report.C. The field is used in a page layout.D. The field is part of a field dependency.

A

A. The field is used in a workflow field update.

46
Q

The cloud scheduler has which capability? Choose 2 answers.A. Salesforce can automatically propose meeting times based on Salesforce user calendarsB. A custom logo can be added to the meeting request email sent to a contact or lead.C. The cloud scheduler can be enabled at the user profile level.D. The could scheduler allows users to view available meeting times on lead and contact calendars.

A

A. Salesforce can automatically propose meeting times based on Salesforce user calendarsB. A custom logo can be added to the meeting request email sent to a contact or lead.

47
Q

Universal Containers currently assigns its users from the facilities and IT teams to the same profile. Universal Containers recently created a custom object to track company cars and wants only users from the facilities team to have access to this new object. How can an administrator meet this requirement?A. Modify the standard profile currently shared by both teams.B. Create a custom profile for the users on the facilities team.C. Assign the facilities team to a new role in the role hierarchy.D. Configure field-level security on the new object for the facilities team.

A

B. Create a custom profile for the users on the facilities team.

48
Q

What should an administrator consider when setting up Case Feed?A. Case Feed replaces the standard case detail page by default.B. Chatter Feed tracking must be enabled for the case object.C. The Use Case Feed permission is automatically active for all profiles.D. Case Feed requires the Service Cloud User feature license.

A

B. Chatter Feed tracking must be enabled for the case object.

49
Q

Where can conditional highlighting be used? Choose 2 answers.A. Tabular reports.B. Matrix reports.C. Enhanced list views.D. Summary reports.

A

B. Matrix reports.D. Summary reports.

50
Q

How can a system administrator grant users access to dashboards? Choose 2 answers.A. Create and share data categories.B. Share folders with roles.C. Share folders with public groups.D. Designate running users.

A

B. Share folders with roles.C. Share folders with public groups.D. Designate running users. (UF: I think this one is correct)

51
Q

What item appears in a user’s My Unresolved Items after synchronization using Salesforce for Outlook? Choose 2 answers.A. Cases not assigned to a contact.B. Emails not associated to a record.C. Contacts not assigned to an account.D. Notes not associated to a record.

A

B. Emails not associated to a record.C. Contacts not assigned to an account.

52
Q

Which dashboard component can display data from the summary rows of a report? Choose 2 answers.A. GaugeB. ChartC. TableD. Metric

A

A. Gauge (UF: This looks wrong, I think it is Chart and Table)B. ChartC. Table

53
Q

A sales executive at Universal Containers wants to be notified whenever high-value opportunities are created for hot accounts. How should an administrator meet this requirement?A. Create an escalation rule based on the opportunity amount.B. Create a validation rule that evaluates the account rating.C. Create a workflow rule on the opportunity object.D. Create an auto-response rule on the opportunity object.

A

C. Create a workflow rule on the opportunity object.

54
Q

What feature allows a user to group campaigns within a specific marketing program or initiative?A. Campaign listsB. Campaign influenceC. Campaign hierarchyD. Campaign members

A

C. Campaign hierarchy

55
Q

What must an administrator do when creating a record type?A. Assign the record type to the appropriate profiles.B. Add the record type to the required user records.C. Create a new page layout for the record type.D. Set the field-level security for the record type.

A

A. Assign the record type to the appropriate profiles.

56
Q

Criteria-based sharing rule can be created for which objects? Choose 3 answers.A. Campaign MembersB. OpportunitiesC. AccountsD. ContactsE. Users

A

B. OpportunitiesC. AccountsD. Contacts

57
Q

What is a method for adding content to the Salesforce CRM Content? Choose 2 answers.A. LibrariesB. DocumentsC. Chatter FilesD. Attachments

A

B. DocumentsC. Chatter Files

58
Q

Universal Containers uses the web-to-case to convert support requests submitted through its website into cases. The support team would like Salesforce to automatically send an email containing the password reset instructions to the customer when the case subject contains the words “forgot” and “password”. What does the administrator need to configure to meet this requirement?A. Email-to-caseB. Support settingsC. Auto-response ruleD. Validation rule

A

C. Auto-response rule

59
Q

What is the purpose of the AppExchange? Choose 2 answers.A. Support users can install the Service Cloud console custom app.B. Partners can download accounts and contacts to collaborate on sales deals.C. Administrators can download and customize pre-built dashboards and reports.D. Customers can share and install apps published by Salesforce partners.

A

C. Administrators can download and customize pre-built dashboards and reports.D. Customers can share and install apps published by Salesforce partners.

60
Q

What can be transferred from one user to another user during a mass transfer of account records? Choose 3 answers.A. Closed casesB. Closed activitiesC. Open activitiesD. Open casesE. Related custom object records

A

A. Closed Cases C. Open activitiesD. Open Cases