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Salesforce associate > Salesforce Admin > Flashcards

Salesforce Admin Flashcards

1
Q

How do admins and businesses benefit from Salesforce Identity?

A

Convenient one-click access to all apps so users can be more productive

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2
Q

What’s the difference between single sign-on (SSO) and social sign-on?

A

With SSO, users can access services without logging in to each one. With social sign-on, users can access a service using their social account credentials

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3
Q

How do users benefit from Salesforce Identity?

A

They can use one username and password to access everything they need.

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4
Q

What is a good reason to customize the user registration for your org or site?

A

To better support business processes after registration

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5
Q

Which protocol allows secure data sharing between applications?

A

OAuth

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6
Q

Which of the following is true when Salesforce acts as an identity provider to an external application?

A
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7
Q

What can you do with Salesforce campaigns?

A

Keep track of the status, details, and performance of all of your marketing initiatives

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8
Q

What’s one way to describe a Salesforce campaign?

A

A folder that helps organize marketing efforts

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9
Q

What information can you see with a campaign hierarchy?

A

The number of responses in the hierarchy

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10
Q

What is the most common number of levels in a campaign hierarchy?

A

3

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11
Q

How do you create a campaign hierarchy?

A

Entering a campaign name in the parent campaign field on a campaign record

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12
Q

What can you do with campaign record types?

A

Track different details for different kinds of campaigns

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13
Q

Who can be added to campaigns as members?

A

Leads, contacts, and person accounts

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14
Q

What is the best practice for defining your campaign member statuses?

A

Use the same set of values for all campaigns of the same type

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15
Q

How many campaign member statuses can count as a member response?

A

As many as you need

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16
Q

Where can you find the built-in campaigns reports?

A

In the campaigns folder on the reports tab

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17
Q

What kind of information can you see with the built-in Campaign reports?

A

Who has responded to each campaign

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18
Q

What is the Service Cloud?

A

An easy-to-use customer service application

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19
Q

To update a customer case with a comment:

A

select the case from the cases tab, and share a post

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20
Q

What are two key benefits of Lightning Service Setup?

A

Service metrics and setup flows

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21
Q

To get to Lightning Service Setup:

A

click the gear icon then setup services

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22
Q

The second stage in the setup process for Service Cloud is to:

A

Add channels so that your team can respond to customers

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23
Q

What does Web-to-Case support?

A

Generating HTML to send to your web developer, Letting customers submit cases to your team from a website form, supporting case fields you choose, generating up to 5000 cases a day

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24
Q

Self-Service Help Centers:

A

Are self-service web experiences for your customers

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25
Q

What’s true about duplicate records?

A

They can waste your reps’ time

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26
Q

How can controlling duplicate records help admins?

A

Sales teams trust that you manage your CRM system with their success in mind.

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27
Q

Eliminating duplicate data:

A

Takes the guesswork out of wondering whether a prospect is already a customer. Ensures that one rep doesn’t try to qualify a lead that a colleague already owns.

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28
Q

Standard duplicate rules are available:

A

If your Salesforce org was created in Spring ‘15 or later

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29
Q

Duplicate Management helps sales reps:

A

Know when they’re creating a potential duplicate record

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30
Q

Matching rules work on

A

Accounts, contacts and leads
Matching rule EX: First Name AND Last Name AND Account name
Blank Fields don’t equal a match

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31
Q

In an approval process, the parts you define are:

A

Submissions, authorizations, and lightning actions

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32
Q

True or false: there’s no reason to plan an approval process before you start creating it.

A

False

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33
Q

What does good password hygiene mean?

A

Using strong passwords and never reusing passwords

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34
Q

What is a way that password managers protect you?

A

Generating random passwords and collecting username and password combinations in a secure database

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35
Q

The key advantage to privileged access management systems is:

A

They automate user privilege management and account discovery

36
Q

What is an example of implementing the principle of least privilege?

A

Granting users access to only the fewest number of systems they need to do their work

37
Q

What is an example of a coding shortcut that can lead to secrets exposure?

A

Including credentials in your code when using open source repositories like GIT

38
Q

You need a My Domain in place to do which of the following?

A

Work in multiple Salesforce orgs in the same browser. Set up single sign-on (SSO) with third -party identity vendors

39
Q

What requests does the My Domain redirect policy affect?

A

Requests to your org’s instances URLs, such as https://na140.lightning.force.com

40
Q

What is privileged access management (PAM)?

A

The Strategies that the organization uses to control levels of access and permissions for administrative users

41
Q

What is a typical job task for a privileged user?

A

Create or modify system configurations

42
Q

How does implementing least privilege minimize privileged access abuse?

A

It ensures users only access systems and databases they need to do their work.

43
Q

What describes a best practice of privileged access management?

A

Require multi-factor authentication (MFA) for all access points. Set all access points to least privilege and just-in-time access

44
Q

How would an admin require two-factor authentication when a user logs in to a connected app?

A

Select “High assurance session required” in the app’s session policies

45
Q

What happens when an admin blocks a connected app?

A

All current users sessions are ended and future sessions are prevented

46
Q

What happens when a connected app is uninstalled from an org?

A

The OAuth policies related to the app are removed but users can still access the app

47
Q

How should an admin view who installed the connected app?

A

From the Connected App Detail page

48
Q

How should an admin view who has used a connected app?

A

Select “User Count” from the Connected Apps OAuth Usage page. Also View OAuth Connected Apps from the user record

49
Q

Which standard report type includes data from Identity Verification History, Login History, Login IP Email, User, and other objects?

A

User

50
Q

Which login attempts appear in the Identity Verification History log?

A

Only login attempts with an identity verification challenge

51
Q

Which example describes a use case for a custom login flow?

A

Collect and update user data, such as an email address, phone number, or mailing address

52
Q

If a delegate makes a setup change on behalf of an end user, which information is logged in Setup Audit Trail?

A

The username of the delegate user and end user

53
Q

Which statement accurately describes the principle of least privilege?

A

Users are granted the absolute minimum permission necessary to perform their job activities

54
Q

What should an admin use to delete records from field history tracking?

A

Data Loader or any other API tool

55
Q

Where should a system administrator assign a default record type for a user?

A

Profile

56
Q

How does a custom lookup field impact record access?

A

There is no impact on record access

57
Q

What prevents a user from creating a record with a specific record type?

A

The record type needs to be assigned to the user

58
Q

Which method controls the records a user sees?

A

Scoping Rules and Restriction Rules

59
Q

Custom objects A and B have a master-detail relationship where A is the parent. Which organization-wide sharing setting will B have?

A

Controlled by Parent

60
Q

In order to create a sharing rule for the Opportunity object, which organization-wide default must be set for the object?

A

Private or Public Read-Only

61
Q

A user is unable to view a field on a record but is able to view it in reports, search results, and list views. What is the likely cause?

A

The field was hidden from the page layout

62
Q

Which permission allows users to create list views?

A

Create and Customize List Views And Read access for the record type included in the list

63
Q

A child object has a broken permission dependency with the Modify All or View All permissions. Which permission is automatically enabled for the parent object?

A

View All

64
Q

What is true about the Expire All Passwords action?

A

Passwords are expired for all users except those with the Password Never Expires permission

65
Q

What is one way an admin could allow users to log in to external service providers with their Salesforce credentials?

A

Enable the org as a SAML identity provider and integrate with the service provider

66
Q

What is the first step an admin should take if a user has not received a device activation verification code?

A

Check Identity Verification history to see where the verification code is being sent

67
Q

What tools can be used to monitor user authentication and history?

A

Login History, Identity Verification History, Reports

68
Q

Which Salesforce tool should an admin use to monitor critical permission assignments, active sharing rules, and unassigned custom profiles in one place?

A

Salesforce Optimizer

69
Q

Where should an admin review and take action on release-specific security changes that may impact your org?

A

Release Updates in Setup

70
Q

Which of the following impacts a user’s ability to view or edit a report?

A

The folder it’s stored in.

71
Q

Which describes a best practice for creating roles in a Salesforce org?

A

Users should be grouped in roles based on access requirements

72
Q

How should an admin prevent manual sharing for records in a specific object?

A

Remove the sharing buttom for the object from the page layout

73
Q

For which standard object can records be imported with the Data Import Wizard?

A

Leads

74
Q

Which of the following cannot be added to a compact layout?

A

Multi-select picklist

75
Q

Which of the following can be controlled at the profile level but not in a permission set?

A

Page Layout assignments

76
Q

Which feature is used to grant report folder access?

A

Public Groups

77
Q

How should an admin create a group for multiple categories within a report?

A

By using report buckets

78
Q

What is a function of a custom summary formula field?

A

Formulas treat blank (null) report cells as zero values.

79
Q

Where should access to Accounts be managed for anyone in the org?

A

Manual sharing rules

80
Q

Where is access provided to create and customize list views?

A

Profiles and permission sets

81
Q

How should automatic exceptions to organization-wide defaults be granted?

A

Sharing rules

82
Q

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

A

20

83
Q

When can you not deactivate a user?

A

If the user is the only user of a workflow email.

84
Q

Login IP Ranges

A

What IP addresses users can login from

85
Q

Trusted IP Ranges

A

What IP addresses users don’t have to dual authenticate from

Salesforce associate (8 decks)

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