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Flashcards in Online Training Deck (32):
1

Match the report format:
A. Tabular format
B. Summary Report
C. Matrix Report
D. Joined Report
With its description:
1. A list of records sorted into groups with subtotals
2. A simple list of records with no subtotals
3. Data summarized in a grid to compare related totals
4. Related data displayed in blocks

A. Tabular format - 2. A simple list of records with no subtotals
B. Summary Report - 1. A list of records sorted into groups with subtotals
C. Matrix Report - 3. Data summarized in a grid to compare related totals
D. Joined Report - 4. Related data displayed in blocks

2

What can be modified using the report options at the top of a summary report? (Select all that apply)
A. Time frame
B. How the records are grouped
C. The columns displayed
D. The fields that are summarized

A. Time frame
B. How the records are grouped

3

True/false - Users with access levels who run the same report at the same time will always see the same data.

FALSE

4

True/false - Access to a report is determined by the folder in which the report is stored.

TRUE

5

Which characteristics apply to standard reports? (Select all that apply)
A. Are out of the box reports
B. Can be deleted
C. Can be modified and overwritten
D. Can be modified and saved as new reports

A. Are out of the box reports
D. Can be modified and saved as new reports

6

Match the report builder feature:
A. Report type
B. Scope
C. Fields panel
D. Report format
E. Groupings
F. Summarized fields
G. Custom filters
With its description:
1. Additional criteria that you can set to limit the data that you see.
2. Determines which object or related objects you can report on.
3. Reflects the list of fields available for your report columns
4. Determines how the records are organized
5. Determines what records you see and the time frame
6. Sets of records that share a common value for a particular field
7. Numerical fields aggregated to display subtotals and grand totals

A. Report type - 2. Determines which object or related objects you can report on.
B. Scope - 5. Determines what records you see and the time frame
C. Fields panel - 3. Reflects the list of fields available for your report columns
D. Report format - 4. Determines how the records are organized
E. Groupings - 6. Sets of records that share a common value for a particular field
F. Summarized fields - 7. Numerical fields aggregated to display subtotals and grand totals
G. Custom filters - 1. Additional criteria that you can set to limit the data that you see.

7

Which statement is NOT true for custom summary formulas?
A. You can have a maximum of five on a report
B. The formula can reference other summary formulas
C. The calculation only applies to summary rows, not detail rows
D. The formula can reference custom formula fields in the data

B. The formula can reference other summary formulas

8

Which tasks can an administrator perform? (Select all that apply)
A. Run a report on Monday and then schedule the same report to run every Monday for the next four weeks.
B. Schedule a report to run at approx. 6.00 PM
C. Schedule a report to be emailed to a recipient who is not the user.
D. Schedule a report to run only once, a week from today

A. Run a report on Monday and then schedule the same report to run every Monday for the next four weeks.
B. Schedule a report to run at approx. 6.00 PMD. Schedule a report to run only once, a week from today

9

Match the standard profile:
A. System Administrator
B. Standard User
C. Solution Manager
D. Marketing User
E. Contract Manager
F. Read Only
To its definition:
1. Super User - Can customize and administer the application
2. Standard User Permissions + can manage published solutions
3. Standard User Permissions + can edit, approve, activate and delete contracts
4. Can only view records
5. Standard User Permissions + can import leads for the organization
6. Can view and edit records + access and delete their own records

A. System Administrator - 1. Super User - Can customize and administer the application
B. Standard User - 6. Can view and edit records + access and delete their own records
C. Solution Manager - 2. Standard User Permissions + can manage published solutions
D. Marketing User - 5. Standard User Permissions + can import leads for the organization
E. Contract Manager - 3. Standard User Permissions + can edit, approve, activate and delete contracts
F. Read Only - 4. Can only view records

10

Settings determine what users can see in the UI. Which of the following settings can be modified by an administrator? (Select all that apply)
A. AppsB. Customize App
C. TabsD. Run Reports
E. Record Types
F. Mass Email
G. Page Layouts
H. Create Leads
I. Fields

A. Apps
C. Tabs
G. Page Layouts
I. Fields

11

True/false: The OWD is set to private and all object permissions are enabled. Can the East Sales Director role View data owned the West Sales Director role?

FALSE

12

Which component would you use to make a field required?
A. Lookup field
B. Formula field
C. Related list
D. Page layout

D. Page layout

13

Which statements are true about business process? (Select all that apply)
A. A business process will be available to users only when it is associated with one or more record types and the record types are added to the user profiles.
B. Each record type is associated with one or more business process.
C. For opportunity objects, record types are created before business processes.
D. Record types implement business processes through page layouts.E. Record types help track sales lifecycles across divisions, groups, or markets.

A. A business process will be available to users only when it is associated with one or more record types and the record types are added to the user profiles.
D. Record types implement business processes through page layouts.

14

True/false: Tasks and events can be customized?

TRUE

15

Which of the following statements are true about importing data using the Import Wizard? (Select all that apply)
A. You can import accounts, contacts, leads, solutions, and custom objects using the Import Wizard.
B. You can work with both records of data and metadata.
C. Standard users can import up to 50.000 account or contact records at a time.
D. Standard users can import up to 500 account or contact records at a time.

A. You can import accounts, contacts, leads, solutions, and custom objects using the Import Wizard.
D. Standard users can import up to 500 account or contact records at a time.

16

Identify the statements that define the data loader? (Select all that apply)
A. Can be used only to insert or extract Salesforce records.
B. Can be used to insert, update, delete, or export Salesforce records.
C. Can be used only to update and delete Salesforce records.
D. Can be used to read, extract, and load data from CSV files.E. Can be used to read, extract, and load data from any Microsoft Office file.

B. Can be used to insert, update, delete, or export Salesforce records.
D. Can be used to read, extract, and load data from CSV files.

17

Identify the statements that are true about deactivation of a user? (Select all that apply)
A. All records associated to the user are deleted from Salesforce.
B. The user can continue to access Salesforce with his credentials.
C. The integrity of historic data is maintained.
D. The user is prevented from accessing Salesforce.
E. Deactivation frees up a Salesforce user licence.

C. The integrity of historic data is maintained.
D. The user is prevented from accessing Salesforce.
E. Deactivation frees up a Salesforce user licence.

18

For how many days will the Recycle Bin hold deleted data?
A. 10
B. 5
C. 8
D. 15

D. 15

19

Match report format:
A. Tabular Report
B. Summary Report
C. Matrix Report
With its description:
1. A simple list of records with no subtotals
2. A list of records sorted into groups with subtotals
3. Data summarized in a grid to compare related totals

A. Tabular Report - 1. A simple list of records with no subtotals
B. Summary Report - 2. A list of records sorted into groups with subtotals
C. Matrix Report - 3. Data summarized in a grid to compare related totals

20

Which report format displays a list of records sorted into groups with subtotals?
A. Tabular
B. Summary
C. Matrix
D. Joined

B. Summary

21

What is determined by the running user of dashboard?
A. What data viewers of the dashboard will see.
B. Which users can access the source reports for the dashboard.
C. Which users can refresh a dashboard
D. Which users can access the dashboard

A. What data viewers of the dashboard will see.

22

What types of dashboard components display the grand totals from the bottom of a report?
A. Gauge
B. Metric
C. Table
D. Chart

C. Table
D. Chart

23

True/false: Access to a report is determined by the folder in which the report is stored.

TRUE

24

What can be modified using the Report Options at the top of a summary report? (Select all that apply)
A. Time frame
B. How the records are grouped
C. The columns displayed
D. The fields that are summarized

A. Time frame
B. How the records are grouped

25

Which statement is not true for custom summary formulas?
A. You can have a maximum of five on a report
B. The formula can reference other summary formulas
C. The calculation only applies to summary rows, not detail rows.
D. The formula can reference custom formula fields in the data.

B. The formula can reference other summary formulas

26

True/false: Dashboards are created from custom reports, not standard.

TRUE

27

If you add a chart component to a dashboard, you can choose between which of the following chart types? (Select all that apply)
A. Horizontal bar
B. Chronological Timeline
C. Vertical Column
D. Line
E. Pie

A. Horizontal bar
C. Vertical Column
D. Line
E. Pie

28

True/false: If a Lead does not meet any of the criteria specified in the assignment rule, it will be assigned to the default Lead owner.

TRUE

29

True/false: The Web-to-Case has more template options that Web-to-Lead

TRUE

30

What should a system administrator use to disable access to a custom application for a group of users?
A. Profiles
B. Sharing rules
C. Web tabs
D. Page layouts

A. Profiles

31

Universal Containers needs to track the manufacturer and model for specific car companies.How can the system administrator ensure that the manufacturer selected influences the values availablefor the model?
A. Create the manufacturer field as a dependent picklist and the model as a controlling picklist.
B. Create a lookup field from the manufacturer object to the model object.
C. Create the manufacturer field as a controlling picklist and the model as a dependent picklist.
D. Create a multi-select picklist field that includes both manufacturers and models.

C. Create the manufacturer field as a controlling picklist and the model as a dependent picklist.

32

Sales representatives at Universal Containers need assistance from product managers when sellingcertain products. Product managers do not have access to opportunities, but need to gain access whenthey are assisting with a specific deal.How can a system administrator accomplish this?
A. Notify the product manager using opportunity update reminders.
B. Enable opportunity teams and allow users to add the product manager.
C. Use similar opportunities to show opportunities related to the product manager.
D. Enable account teams and allow users to add the product manager.

B. Enable opportunity teams and allow users to add the product manager.