Salesforce Admin 201

Front 1

Salesforce CRM Content

Back 1

The feature that allows you to create, publish or share a sales presentation that can be published and packaged as content.

Front 2

Triggers are not created in which Object(s):
A) Chatter
B) Assets
C)Partners
D) Self Service
E)Call Center

Back 2

C) Partners, D) Self Service E) Call Center

Front 3

Alias are automatically created in Salesforce and may not be unique:
A) True
B) False

Back 3

True

Front 4

Show Quick Create affects the following:

A) Sets up a Tab to quickly create a record
B) Allows a record to be created inside a field on a record
C) Allows users to create new records from within the look up dialog
D)

Back 4

B

Front 5

In a multinational company, A sales manager runs a forcast report for their German division. The currency displays only US Dollars. However, it displays in US dollars. Why does this user's reports only show US dollars?
A- Information Currency parameter is set to US dollars
B- Currency is set to US Dollars
C- Default Currency ISO code is set to user Dollars

Back 5

B- Users default for Quotas, forecasts and reports are set up in the Currency field

Front 6

Custom Forecast aggregation settings do not include:
A- Revenue
B- Summary
C- Quantity
D- Period
E- Quotas

Back 6

B, E

Front 7

The Locale setting affects the order of the first and last name.
A- True
B- False

Back 7

A- True

Front 8

In order to create hierarchical workflows , where would a user's manager need to be set up?
A- Forecast settings
B- Manage Users>Users
C- Personal Set up>General Information
D- Personal Set-up>Approver settings

Back 8

D-

Front 9

Hover Details are an interactive overlay and can be used when the following are set up.
A- Personal Information parameter Accessibility mode is set-up
B- Record's mini page layout is available
C- Has appropriate sharing access to the record
D- The user has access to the field level security

Back 9

B, C, D

Front 10

When a sales assistant needs access to a sales rep opportunity record but the OWD is set to private what must the sales associate's profile be set to only view the opportunity record that they do not own?

A - Read only
B- Create, Read
C- Create, Read, Edit or Delete

Back 10

B- Create, Read allows the Private OWD setting to all ow for the role Hiearchy to be set to No Access and View, but no editing is allowed.
Can only "open" up access to records, Roles cannot Restrict Record Access

Front 11

A users Profile is set to Modify All on the Opportunity Record. The Opportunity OWD is set to Private. What can the User do to opportunities they do not own?

A- they can only create, Read, edit and delete their own opportunities
B- they can view other's opportunities
C- They can edit and delete others opportunities
D- they can CRED others opportunities as well as their own.

Back 11

D - Modify All on a users profile for an object trumps all other restrictions set up in OWD or Roles.

Front 12

A User has a profile on opportunity that is set to Edit and Read. The OWD is set to private. The user can:

A- Only Read and Edit their opportunities
B- Can Read and Edit theirs and other's opportunities
C- Can read and Edit their opportunities but cannot edit others opportunities.
D- Can only Read and Edit others opportunities

Back 12

C- User can only Read and Edit their own opportunities

Front 13

A user has a profile set on the Opportunity object to Edit, Read and View All. OWD is set to private. The user can:

A. Can Read, Edit and View their own and everyone else's opportunities
B. Can only Read, Edit their own opportunities, but can view everyone elses.
C. Can only Read, View and Edit their own opportunities, they cannot view others opportunities.

Back 13

A. User can View all and Edit all

Front 14

A user who has access via their profile View Edit and Role allowing them editing can share the opportunity with another user?
A- True
B- False

Back 14

B

Front 15

A User who owns an opportunity cannot share that opportunity with:

A. Chatter User
B. Public Groups
C. Roles
D. Subordinate Roles
E. Other Users
F. System Admin

Back 15

A. Chatter User.

If Roles are set up then user can share with Roles or/Or Roles and subordinate Roles as well as other users or System Admin (defaults)

Front 16

A shared Object can be Read only or Read Write Only

A. True
B. False

Back 16

A. True.

When sharing, after selecting who to share with, can decided if what Read Only or Read/Write.

Front 17

A User profile is set to Edit, Read and View All on an opportunity. OWD is private. Users Role is set up to View All Opportunities only. The user cannot what with the opportunity.

A- View all opportunities
B- View and edit all opportunities
C- View and edit only their opportunities
D- Can Edit their own opportunities nor others.

Back 17

D - Can Edit only their own opportunities and view all others

Front 18

How many digits does an API ID Item Return?

A. 16
B. 15
C. 18
D. 12

Back 18

C. 18

Front 19

If using Excel for data import, what ID digit should you use?
A. 15 digit URL ID
B. 18 digit API code

Back 19

B. Use the 18 digit code because Excel does not recognize cases and the 18 digit is an upper case only format

Front 20

What is the correct order to import data into Salesforce?

A. Users, Contacts, Accounts, Opportunities
B. Users, Accounts, Opportunities, Contacts
C. Accounts, Contacts, Opportunities, Users
D. Users, Accounts, Contacts, Opportunities

Back 20

D. Users, Accounts, Contacts Opportunities.

1.Add Users, Export to get user IDS, match ID's to Account owners
2. Import Accounts
Use success file to get Account ID's
3. Match Account ID's to Company names
4. Match User ID's to contacts
5. Import Contacts/Opportunities

Front 21

Mass Transfer Records can be done on what type of object:
A. Leads
B. Accounts
C. Contacts
D. Opportunities

Back 21

A, B and C.

Contacts associated with Business Accounts are transferred.

Front 22

The Organization wide defaults are the baseline for access for other users other than the owner.

A. True
B. False

Back 22

A. True

Front 23

Sharing Rules Definition

A. Allow for those above owner to gain access to objects
B. Grants access to hierarchical subordinates below the owner.
C. Allows for automatic exceptions to the OWD settings for a particular role.

Back 23

C. Sharing can be set up based on exceptions by setting rules in the OWD sharing options. Use sharing rules to make automatic exceptions to your organization-wide sharing settings for defined sets of users.

Front 24

A sales admin needs access to to only posted opportunities. Their profile is set up to Read/Edit/Delete, the OWD is set to private with a Sharing Rule set up for Office Staff to Read/Write all opportunities that are "posted". The sales Admin is a member of the Office Staff role. This role is set up to restrict view of non owned opportunities. What can the admin see and do when they look at opportunities?

A. The SA can only view all of her the opportunities.
B. The SA can Read and edit all of her opportunities and view others opportunities.
C. The SA can Read, View all opportunities, but can edit the "posted" opportunities.
D. SA can only Read, View and edit other's opportunities.

Back 24

C. The SA can Read, Edit View all their opportunities (Profile setting). The SA can view all other opportunities, but because of sharing rule set up in OWD they can edit all other owned opportunities that have been posted.

Front 25

Can a Role restrict record access over a OWD Setting?

A) Yes because Roles are a higher level setting in security
B) No, because Roles are not setup to restrict, only "open" access to records.

Back 25

B. Because Roles are not restricting, but open access to specific objects. Profile allows user access to records, OWD determines baseline access for object data that is not owned by user. Exceptions are set up automatically by setting up sharing rules. Manual sharing can be done by users.

Front 26

What user permissions required for Weekly Data export?

A) none
B) System Admin
C) Weekly Export data

Back 26

C)
User must also have access to view all data. This is part of the Admin User profile.

Front 27

_________ allow users to run reports and save the report results as records on custom objects. Unlike reports, users can schedule________ to summarize data at specific times, and work with the summarized data similarly to how they work with other records in Salesforce.
A) Dashboard
B) Schema Builder
C) Analytic Snapshot
D) Export Reports

Back 27

C) Analytic Snapshot

The benefits of using analytic snapshots include:

Running faster reports by reporting on data that is already summarized
Creating dashboards that refresh quickly by associating them with pre-summarized data
Sorting and filtering specific data summaries via list views
Viewing trends in data via custom object records

Front 28

If you remove a value from the master picklist that is included in a record type,. What can happen?
A) Automatically deletes the picklist item
B) Just removes the picklist item from the list and makes it inactive
C)It is no longer a picklist option for new records of that type.
D)Existing records assigned to the deleted value will still display that value

Back 28

C,D

You can also re-name a record type without affecting it's picklist values or the records assigned to it.

Front 29

What happens when you create a new record type.
A) you must add all standard fields and picklists
B)Automatically includes the master picklist values for both standard and custom picklists.
C) Picklists will not work in new record type unless you activate them.

Back 29

B -

Front 30

Allows you to categorize opportunity Stage, Lead status, case status and solution status picklist values is what in Salesforce.
A)Standard pages
B) Record types
C)Sales Hierarchy
D) Business Process

Back 30

D- Business process definition

Front 31

The Salesforce platform user license allows a user to access only custom apps created on the Force.com or within user organization.
A- True
B- False

Back 31

A- True

In addition, this is not available for new users. User also has access to core functionality, but may not have permissions to some standard objects and Tabs such as forecasting

Front 32

Knowledge Only User license grants which of the following. Select 4
a- Chatter Files
B- Forecasting
C- Articles
D- Reports
E- Custom Tabs
F- Opportunities

Back 32

A, C, D, E

Key: Custom Tabs and Custom Objects... does not indicate standard

Front 33

You cannot convert a Standard Salesforce user to a Chatter Free license.
A- True
B - False

Back 33

A. True.

Front 34

Chatter Plus users cannot access which of the following

A- Accounts, Contacts
B- Create and approve workflows
C- Modify up to 20 custom Objects
D- Use SF CRM content, Ideas and Answers
E- Access Dashboards and reports

Back 34

c- Modify up to 20 custom objects, they can only modify up to 10

Front 35

What must be true in order for Chatter Plus users to invite people to use Chatter.
A- Chatter Plus User must have Admin Profile
B- Invitees must be contacts in SF
C- Invitations must be enabled for Organization

Back 35

c- Invitations must be enabled for Organization
Chatter Plus users can also be moderators if assigned by administrator or another moderator assigns

Front 36

Chatter Plus users have how much MB data storage?

A - 10
B- 20
C- 50
D- Unlimited

Back 36

B- 20

612 MB of file storage

Front 37

Can a Chatter Plus user be assigned to an opportunity related task?

A - Yes
B - No

Back 37

B - No

Chatter Users do not have access to Opportunities

Front 38

Chatter Only Users can:

A- View Accounts and Contacts
B- Use SF CRM Content , Ideas and Answers
C- Modify up to 10 Objects
D- All of the above

Back 38

D- All of the above.

Chatter only users don't have standard SF objects, but have standard Chatter features.