Salesforce Admin 201 Flashcards

Front 1

What is the first thing you have to select when creating a report?

Back 1

Report type

Front 2

What are the four (4) standard report types?

Back 2

1. Opportunity

2. Forecast

3. Support

4. Admin

Front 3

What are the four (4) report formats?

Back 3

1. Tabular

2. Summary

3. Matrix

4. Joined

Front 4

What are the differences in usage for each report format?

Back 4

1. Tabular - listing (think 'table')

2. Summary- allows for groupings and subtotals

3. Matrix- used for showing comparison of data

4. Joined- used for showing blocks of related info (at most 5 blocks)

Front 5

What records will you have access to when running reports?

Back 5

1. Records you own

2. Records you have read/write access

3. Records being shared with you

4. Records owned by user below you in the role hierarchy

Front 6

True or False. Field level security for reports is applied in the Enterprise, Unlimited, and Developer edition.

Back 6

False

Front 7

Name the four (4) dashboard components.

Back 7

1. Gauge

2. Table

3. Chart

4. Metric

Front 8

What are the seven (7) chart types for a dashboard?

Back 8

1. Horizontal bar

2. Vertical Column

3. pie (food)

4. donut (food)

5. funnel (food)

6. line

7. scatter

Front 9

What are three areas of the Report Builder?

Back 9

Fields (based on object)

Preview (display)

Report Options (filters)

Front 10

True or False. When running a report with over 2K records and you export to Excel, you will only be able to view all the records.

Back 10

True. In SF, you will only see the first 2K records.

Front 11

What is the key capability of custom report types?

Back 11

Allow you to expand filtering options on standard reports

Front 12

When should you use Report builder?

Back 12

1. change the report format

2. add custom formulas

3. add, remove, reorder columns

4. add charts

Front 13

When should you use Report options?

Back 13

1. filter report data

2. generate groupings

3. change what info is being displayed

Front 14

What are the steps for creating a dashboard in the Dashboard Builder?

Back 14

1. Select the running user

2. Select the dashboard component

3. Select the data source

Front 15

How many components can you have on your dashboard?

Back 15

up to 20

Front 16

What permission do you need to add, create, edit and delete a dashboard??

Back 16

Manage Dashboards

Front 17

What permission do you need to change the running user of a dashboard?

Back 17

View My Team Dashboard

Front 18

What Report Format cannot be a data source for a Dashboard?

Back 18

Tabular--if it does not have any row limits

Front 19

What type of report filters, allow you to exclude/include data?

Back 19

Cross Filters

Front 20

What type of report filters, allow you to perform an AND/OR?

Back 20

Filter logic

Front 21

What are the two main folder types for reports for any user?

Back 21

1. Unfiled public reports- admin controlled

2. My Personal Custom Reports - controlled by user

Front 22

True or False. 'Printable view' retains the format of a report.

Back 22

True

Front 23

True or False. A report must be saved in a public folder in order to email a report.

Back 23

True

Front 24

True or False. Clicking 'Export Details' allows you to export a report as .csv or .xlsx

Back 24

True

Front 25

What are the three access types for reports in the report folder?

Back 25

11. Viewer - view only

2. Editor- edit report

3. Manager- view, edit and control access to report

Front 26

What permissions enable a user to create a dashboard?

Back 26

1. Manage Dashboards

2. View all data

Front 27

True or False. A dashboard only as current as its last refresh date and you must refresh each time you login.

Back 27

True.

Front 28

How many cross filters can each report have?

Back 28

At least 3

Front 29

What are the three bucketing report options?

Back 29

1. text- group based on field, with user-defined text

2. numeric- create a range

3. picklist- group by specific value from picklist

Front 30

Where is the report type located when you create a report?

Back 30

The top left corner of the screen

Front 31

True or False. You can change the report type once the report is created.

Back 31

False

Front 32

What are the mathematical operations available on a report?

Back 32

Sum, Max, Min, Avg

Front 33

What is PARENTGROUPVAL?

Back 33

used to show for example, the percent each sales rep contributed to the sales pipeline

Front 34

True or False. Sharing Access on Report Folders is enabled by default after the Winter 14 release.

Back 34

True

Front 35

What permissions are needed to change the running user of a dashboard?

Back 35

View my Teams Dashboard (you can only change it to people below you in role hierarchy)

Front 36

This allows an organization to report on changes to field values over time

Back 36

Historical Trending

Front 37

What objects can be imported via the SF Wizards?

Back 37

Accounts

Contacts

Custom Objects

Leads

Solutions

Front 38

Name the different import wizards.

Back 38

1. Mass Transfer (not on solutions)

2. Mass Transfer Approval

3. Mass Delete (not on custom objects)

4. Mass Update Addresses

5. Data Import

Front 39

Where is the Data Loader found?

Back 39

Setup -> Data Management -> Data Loader

Front 40

Name the data loader operations

Back 40

Insert- create new records

Delete- delete records

Update- update existing rec

Upsert- update and create new rec if not found

Hard Delete - perm delete, put in recycle bin

Export- excludes files in recycle bin

Export all - includes files in recycle bin

Front 41

The Import wizard can load up to ___________ records.

Back 41

50, 000

Front 42

The Data Loader can load up to ______________ record.

Back 42

no limit

Front 43

The Mass Transfer import wizards can transfer up to _________ records.

Back 43

250

Front 44

Why should you use validation rules?

Back 44

To ensure user enters valid data when creating or updating a record.

Front 45

True or false. Validation rules impact 1) API usage, 2) web to lead and 3) web to case

Back 45

True

Front 46

What manual tools does SF have to maintain data quality on Leads, Accounts and Contacts?

Back 46

Leads- find duplicates, merge leads

Accounts- merge accounts

Contacts- merge contacts

Front 47

What should you consider before importing a file?

Back 47

1. formatted correctly

2.duplicates are removed

Front 48

HOw often can you backup data in SF?

Back 48

weekly (every 6 days) or monthly (28 days)

Front 49

What format are files that are being backed up exported to?

Back 49

.csv files

Front 50

What are three ways to backup data in Salesforce?

Back 50

1. Data Export - result .csv file

2. Data Loader- use Export function, result .csv file

3. Report Export - create report and export it as .csv

Front 51

There __ of digits for a Record ID in the UI and ___ of digits for a Record Id in API

Back 51

15, 18 (respectively)

Front 52

T or F. The 15 digit Record ID is case sensitive.

Back 52

True

Front 53

T or F. Deleted records are stored in the Recycle Bin for 10 days before they are permanently removed.

Back 53

False. 15 days

Front 54

T or F. Users can restore records they delete. Sys Admins can restore records deleted by any user.

Back 54

True

Front 55

T or F. You can store up 25x the amount of data as allowed by your org.

Back 55

True

Front 56

When are validation rules invoked?

Back 56

After a user attempts to save the record

Front 57

What are some ways to prevent duplicates in SF?

Back 57

1. use a 3rd party app

2. train users to search for leads, contacts, before import

3. make certain fields required using validation rules

Front 58

Name this SF feature that allow you to create trend reports and dashboard reports; as well as protects data from deletion

Back 58

Analytical Snapshots

Front 59

What report formats support source Analytical Snapshots?

Back 59

Tabular or Summary

Front 60

This SF feature allows a sales rep to find new prospects and clean data associated with existing leads and contacts

Back 60

Data.com

Front 61

When should Audit Fields be enabled in SF?

Back 61

When performing a data migration

Front 62

T or F. You can create, edit, delete, and undelete standard objects.

Back 62

False. Custom objects only

Front 63

T or F. You cannot update custom object permissions on standard profiles, only on custom profiles.

Back 63

True

Front 64

T or F. When deleting a custom object, some data loss may occur even if the custom object is undeleted.

Back 64

True

Front 65

T or F. Formula fields are read only.

Back 65

True

Front 66

T or F. Formula fields cannot reference several field types, including (but not limited to): Text Area (Long), Text Area (Rich), Picklist (Multi-Select).

Back 66

True

Front 67

How do you create a formula field?

Back 67

Create a custom field on an object and select field type 'Formula', then based on the type of data using select format as either decimal, %, currency, etc.

Front 68

When to use formula fields?

Back 68

1. to cross reference a field from another object

2. to ensure data validation

3. to perform a calculation

Front 69

What happens when you delete a custom field?

Back 69

1. the deleted custom field is automatically deleted after 15 days

2. When you delete a custom field, all of the field history data is deleted and changes are no longer tracked.

Front 70

What are the capabilities of SF Classic Lite?

Back 70

A mobile app similar to SF Classic, available in all editions, and very limited in comparison to Salesforce1 mobile app.

Cannot view Content library

Does not support custom objects

Does not support custom mobile configurations

*org wide setting must be enabled by Admin

Front 71

This SF feature is a marketplace where you can buy, build, sell and install apps for SF

Back 71

AppExchange

Front 72

What are the two (2) package types in the AppExchange? Define their differences.

Back 72

1. Managed- upgradeable and partially customizable; does not count against org wide limits (used by partners to distribute/sell apps to customers)

2. Unmanaged- not upgradable and fully customizable; counts against org wide limits (used to distribute open source projects to developers)

Front 73

What three objects can you sync between Salesforce and outlook?

Back 73

Events

Tasks

Contacts

Front 74

What are the two installation options for installing Salesforce for Outlook?

Back 74

Manual- customize what contacts, events and tasks you want to sync

Automatic- sync all contacts, events and tasks

Front 75

Summer 14'- what is the new change to the Salesforce for Outlook installation?

Back 75

With the Summer'14 release Salesforce for Outlook uses a modified installation routine. It now needs to install for each user on the machine as it installs into the current users %appdata% folder not to the Program Files location as with previous versions. There are quite a few benefits to this as it reduces potential permissions issues at install around file access in various folders..

Front 76

Record Types impact three (3) areas of the UI for a user

Back 76

1. page layout

2. picklist values

3. business processes

Front 77

Why should you use a Master Picklist when creating a record type?

Back 77

Allows you to account for all values of a picklist regardless of what Record Type is selected.

Front 78

How can you delete a Record Type?

Back 78

You have to deactivate it first and then delete it. All associated records should be reassigned or set the value for Record Type to 'none'.

Front 79

T or F. Record Types can be deleted if they are referenced in the APEX.

Back 79

False.

Front 80

How do you create a Record Type for a Standard ObjecT?

Back 80

1. Setup

2. Customize

3. Select Object

4. Click Record Types

5. Click New

Front 81

How do you create a Record Type for a Custom Object?

Back 81

1. Setup

2. Create

3. Object

4. Select the Custom object

5. Click New in the Record Types related list

Front 82

What are the four (4) types of object relationships in SF?

Back 82

1. Master Detail- links 2 objects so that the master record controls the detail. Supports roll up summary fields. If a master is deleted, then the detail record is deleted. If detail record is deleted, master record remains intact. * required on the page layout

2. Lookup- does not support sharing or roll up summary fields

3. Hierarchial - lookup relationship model used for 'user' object only

4. Many-to-Many- like master detail, allows records of one object to linked to multiple records of the other object

Front 83

Do not exceed ____________ child records for a master detail relationship.

Back 83

10,000

Front 84

Difference between 'file storage' vs 'data storage'

Back 84

data storage- counts number of records in SF

file storage- counts number of documents and attachments in SF

Front 85

What are the five (5) components of a company profile?

Back 85

1. Company Overview-view storage, licenses, org id, default lang and time zone

2. Fiscal Year- custom (if diff from 3 mths) or standard (3mths)

3. Business Hours & Holidays- define hours of operation and holiday hours

4. MyDomain- login page development/branding

5. Language Setting- language displayed in SF, what objects will be translated.

Front 86

What edition of SF has the Service Cloud, Sales Cloud and Salesforce platform?

Back 86

Performance edition

Front 87

What are the three (3) licensing types in SF?

Back 87

1. Sales Cloud- Contact Mgr, Grp, Prof, Enterprise, Perf

2. Service Cloud- Prof, Enterprise, Perf

3. Force.com-Light/Enteprise

Front 88

What two things can own a record in SF?

Back 88

1. User

2. Queue

Front 89

What are the three (3) areas to consider when creating a user in SF?

Back 89

1. licensing - user license, feature license

2. Security- role, profile

3.Localization- locale, lang, time zone, currency

Front 90

True or False. In order to see the time zone of your current location, if you are a traveling SF user, then you would have to change the time zone setting in your user profile to the current location.

Back 90

True

Front 91

How are LoginHours and LoginIPRanges established for a user?

Back 91

via the profile

Front 92

What prevents login from except from specific IP addresses?

Back 92

Login IP ranges

Front 93

This determines when a user can login to SF.

Back 93

Login Hours

Front 94

This feature is configured org-wide and removes login restrictions; to establish specific IP addr permitted for access.

Back 94

Trusted IP ranges

Front 95

True or False. Changing the default locale of a user, does not change the date fields.

Back 95

False

Front 96

What is CRUD?

Back 96

Create, Read, Update/Edit, Delete permissions found under a user Profile

Front 97

Describe the security options in SF

Back 97

Profiles- access to objects

Role- access to record

Org- access to org (ip ranges and login hrs)

Field- access to fields

Front 98

T or F. OWD setting override user permissions.

Back 98

False

Front 99

T or F. Role access setting override user permissions.

Back 99

False

Front 100

T or F. Field access settings dont override user permissions.

Back 100

True

Front 101

Do OWD setting provide access to records you dont own?

Back 101

Yes

Front 102

What are the four OWD settings?

Back 102

Public Read Only

Public Read/Write

Private

Public Read/Write/Transfer

Front 103

what does role hierarchy provide?

Back 103

allows access to records for those users that report to you in an organization (vertical access)

Front 104

T or F. Field level access trumps the ViewAll or ModifyAll permissions.

Back 104

True

Front 105

This capability allows you to share access to records regardless of your place in the role hierarchy. (horizontal accesS)

Back 105

Sharing Rules

Front 106

Do Sharing Rules provide access to List Views and Folders?

Back 106

No

Front 107

What does User Sharing do?

Back 107

Allows you to show or hide an internal or external user from another user in your org.

Front 108

Profiles Control...

Back 108

* Which standard and custom apps users can view
* Which tabs users can view
* Which record types are available to users
* Which page layouts users see
* Object permissions that allow users to create, read, edit, and delete records
* Which fields within objects users can view and edit
* Permissions that allow users to manage the system and apps within it
* Which Apex classes and Visualforce pages users can access
* Which desktop clients users can access
* The hours during which and IP addresses from which users can log in
* Which service providers users can access (if Salesforce is enabled as an identity provider)

Front 109

When should custom profiles be created?

Back 109

when you want to customize the user permissions of a standard profile

Front 110

What are some of the capabilities of Content or Salesforce CRM Content?

Back 110

Version Control

File sharing- via URL, uploads

Search content

Voting and rating of files

Preview file types

Reporting capabilities

Front 111

In order to access Content, a user must have the following permission?

Back 111

Salesforce CRM Content User

Front 112

What are the two (2) types of libraries for SF Content?

Back 112

Personal Library

Shared Library

Front 113

What permission must a user have to create a shared library in SF?

Back 113

Manage Salesforce CRM Content

Front 114

What are the two (2) related lists that can be added to a page layout for Content?

Back 114

1. Related Content- displays content that can be attached to a record

2. Content Deliveries- displays content that was delivered to a user or group

Front 115

Accessing a shared library of SF Content is done by...

Back 115

individual user OR
public group

Front 116

What are the 3 default library permissions?

Back 116

1. Viewer- view content only

2. Author- view and update content

3. Workspace Administrator- view, update content and access controls to library

Front 117

Name the two (2) types of activities.

Back 117

1. Events

2. Task

Front 118

Difference between a Task and Event

Back 118

Task - "to-do items" has a due date and assigned to a user or group of users (i.e. create slide presentation)

Event - "appointments" have a start and end time (i.e. meetings on a calendar)

Front 119

T or F. Tasks are moved from “Open Activities” to “Activity History” when the task status is “Closed”

Back 119

True

Front 120

When does a task show under Activity History?

Back 120

When the task is marked 'complete'

Front 121

When does an event show under Activity History?

Back 121

When the start time of the event has passed

Front 122

T or F. Activities can be associated to most standard objects. In order to link an activity to a custom object, you must ensure that the “Allow Activities” checkbox is enabled for the object.

Back 122

True

Front 123

What are the two types of Chatter groups?

Back 123

1. Public - any user can join

2. Private - user must ask permission to join

Front 124

This is a personalized search, enabled with Chatter, and returns more info based on objects a user utilizes most

Back 124

Global Search

Front 125

This is a personalized search, enabled with Chatter, and return search results based on the objects utilized most

Back 125

Smart Search aka Global Search

Front 126

This a search that is enabled when Chatter is disabled and/or Global Search is not enabled

Back 126

Sidebar Search

Front 127

T or F. Sidebar search returns custom fields if the values are unique

Back 127

False

Front 128

This is a SF feature used to automatically generate a Chatter post when data within a record changes

Back 128

Feed tracking

Front 129

What are three (3) Chatter features?

Back 129

1. upload a file

2. book mark a post

3. like a post

Front 130

This grants additional access to users who are linked to a profile but require exceptions.

Back 130

Permissions Sets

Front 131

Name the 6 standard profiles.

Back 131

Contract manager

Solution manager

Standard User

Marketing User

System Admin

Read Only

Front 132

Public Read/Write/Transfer is an OWD that can be applied to only 2 objects.

Back 132

Cases and Leads

Front 133

This permission grants access to user records to mgmt based on their level in the role hierarchy.

Back 133

Grant Access Using Hierarchies

Front 134

Your profile determines your ______ page layout.

Back 134

Home

Front 135

Your home page layout consists of ______.

Back 135

Components

Front 136

This allows you to choose to export report data in .csv or .xls format.

Back 136

Export Details

Front 137

This allows you to export a report and maintain the report format.

Back 137

Printable View

Front 138

SF for outlook can sync which objects:

Back 138

Contacts, Emails, Events and Tasks

Front 139

This permission must be on a custom object to allow an activity to be linked to it.

Back 139

Allow Activities

Front 140

Feature in SF that allows you to book meetings and propose meeting times to attendees.

Back 140

Cloud Scheduler

Front 141

___________ ___________ is enabled when Chatter is enabled for searching.

Back 141

Global Search

Front 142

________________ _____________ is enabled when Chatter is disabled for searching.

Back 142

Sidebar Search

Front 143

Field tracking cannot occur on fields with more than _____ characters.

Back 143

255

Front 144

You can track up to _____ fields per object.

Back 144

20

Front 145

Name the two relationships with objects. Determine which one allows roll up summary fields.

Back 145

Master Detail - allows roll up summary fields

Lookup

Front 146

How many roll up summary fields can object have?

Back 146

10

Front 147

When to use Lookup or Master Detail relationship?

Back 147

Master Detail- when custom object and you want to use roll up summary fields; cascade record level security and deletion; when a relationship is mandatory

Lookup- for standard fields and use when the "many" object is standard object.

Front 148

Name the four main field types

Back 148

Formula- calculations based on other values

Roll up Summary- record count of related records

Master Detail- create relation between custom objects

Look up summary- creates relationship between std objects

Front 149

This controls three things:

1) page layout

2) picklist values

3) business processes for a page

Back 149

RecordType

Front 150

Tor F. Master records are records that exist before record types are established.

Back 150

True

Front 151

T or F. Leads convert to opportunities once the lead has purchased something.

Back 151

True

Front 152

This allows you to assign leads to a specific profile or person based on defined criteria.

Back 152

Lead Assignment

Front 153

Leads are converted to three things.

Back 153

Account

Opportunity

Contact

Front 154

T or F. Leads cannot be converted to an existing oppty.

Back 154

True

Front 155

A technique in SF to identify those leads as "hot" or "cold" based on if their purchase history.

Back 155

Lead scoring

Front 156

T or F. Custom lead fields need to be mapped over and created in order to be available on a contact, lead, or oppty.

Back 156

True

Front 157

T or F. A lead does not become READ ONLY once converted.

Back 157

False

Front 158

Feature in SF that allows an org to attribute oppty revenue to multiple users.

Back 158

Oppty Splits

Front 159

Opportunity Stages are defined by three things:

Back 159

Type

Probability

Forecasting

Front 160

T or F. An opportunity can have more than one pricebook.

Back 160

False

Front 161

T or F. One pricebook must be active in order to link a product to a quote or oppty.

Back 161

True

Front 162

Org wide access privileges for pricebooks are

Back 162

View Only

Use

No Access

Front 163

An opportunity can have more than one campaign. T or F.

Back 163

False

Front 164

How to calculate Campaign ROI? What must be true?

Back 164

Total Value won opptys- actual cost / actual cost=%

all opptys must be closed/won

campaign must be oppty primary campaign

Front 165

You can have up to 5 campaign in your campaign hierarchy.

Back 165

True