Admin Certification Questions
1. Universal containers require that the OWD for Accounts be set to Public Read /Write. How can they restrict user access to Account. a) Profile b) Field level security c) Roles d) Groups
A
16. Universal Containers set the organization wide defaults for accounts to public read/write. The sales management team is importing a new set of account records and need to limit access to them. Access should be restricted to the account owner and members of a public group. How can a system administrator meet the requirement? a) Update the organization-wide default for accounts to private and create a sharing rule for the group. b) Create a sharing role to grant access to members of the public groups c) Update the role hierarchy and assign members of the group to a role at the top of the hierarchy d) Manually share each account record with members of the public group
A
20. What is the best way to get the number of all open opportunities on an account a) roll up summary b) cross object formula c) formula field
A
24. A system administrator has created a formula field on a lead object to calculate a number. How can the numerical value be mapped to the account record upon lead conversion? a) The lead formula field value can be mapped to a number field on the account record b) The lead formula field value can be mapped to a roll-up summary field on the account record c) The lead formula field value can be mapped to a formula field on the account record d) The lead formula field value can be mapped to a standard field on the account record
A
26. Universal Containers is capturing a percentage discount directly on an opportunity record. Sales Management needs to include the discounted opportunity amount in pipeline reports a) Create a formula field to calculate the discounted amount b) Create an auto number field to calculate the discounted amount c) Create a roll-up summary field to calculate the discounted amount d) Create a cross-object formula field to calculate the discounted amount
A
29. A case has been changed by a task from a workflow rule, who is the last owner listed on the record? a) The person who owned the record before the rule was triggered b) The person who made the workflow rule
A
31. AW computing has a discount workflow that requires approval from the Sales Director when the Discount is over 15 percent and from the VP of Global Sales, if the discount is over 30%. The Sales Rep has created a discount for 10% on a new opportunity. What happens when the Sales Rep submits the request for approval? a) Discount will be automatically approved b) Request will be sent to the Sales Director for approval c) Request will be sent to both the Sales Director and VP of Global Sales for approval d) Request will be sent to VP of Global Sales for approval
A
41. When converting leads the opportunity is auto linked to what object? a) Account b) Campaign c) Case d) Lead
A
46. 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
64. What will occur when a system administrator creates a dynamic dashboard? a) The data displayed varies based on the user viewing the dashboard b) The dashboard components resize based on the device users to view the dashboard c) The dashboard refreshes automatically whenever the underlying data changes d) The dashboard automatically send an email when the underlying data changes
A
67. Sales executives at Universal Containers need to view a chart that displays opportunities grouped by stage and then by region. Which chart type can a system administrator use to accomplish this? a) Bar b) Gauge c) Funnel d) Donut
A
77. Universal Containers set the organization-wide default setting for opportunities to private. Which records will an opportunity pipeline report return? a) Opportunities owned by the user running the report and users below them in the role hierarchy b) Opportunities owned by the user running the report and users in the same role in the role hierarchy c) Opportunities for the entire sales organization regardless of the user running the report d) Opportunities for which the user running the report is also the account owner
A
13. Which of these statements about public groups is true? Choose 2 answers: a) Public groups can be used in sharing rules b) Public groups can be used when manually sharing a record c) Public groups allow users to delete personal accounts d) Public groups can be created by any user
A,B
32. What action is possible with a workflow task? Choose 2 answers: a) A task can be reused in multiple workflow rules b) A task can be tracked in the activity history c) A single task can be assigned to multiple users d) A task can be assigned to a Chatter Free user
A,B
33. Which functionality is available when customizing tasks? Choose 2 answers: a) Record types can be created for tasks b) Validation rules can be created for tasks c) Recurring tasks can be assigned to more than one user d) Rollup summary fields can be created for tasks
A,B
40. While converting leads which of these is auto updated? Choose 2 answers: a) Existing account record b) Existing contact record c) Existing opportunity record d) Existing custom object record
A,B
54. Where can knowledge be accessed? Choose 2 answers: a) Customer and partner portal b) Cases related list c) Chatter knowledge search bar d) Content
A,B
58. Which functionality is available when solution categories are enabled? Choose 2 answers: a) Ability to create solution category custom reports to find uncategorized solutions b) Ability to control the visibility of specific solutions in the customer and self-service portals c) Ability to automatically assign a solution to all subcategories below the parent category d) Ability to control the visibility of specific solutions in the solutions and cases tabs
A,B
79. What does system admin have to do to integrate users with outlook? Choose 2 answers: a) Assign users to an outlook configuration b) Select a syncing direction and conflict behavior c) Run a first time synchronization for each user d) Specify a users outlook synchronization folders
A,B
80. What happens when an object is deleted? Choose 2 answers: a) field history tracking is also deleted b) field remains in recycle bin for 15 days c) set up audit trail data is sent out
A,B
59. What 3 things are important to remember about dashboards? Choose 3 answers: a) Data access is determined by running user b) Dashboard access is determined by folder access c) Access to underlying data is determined by report access d) The running user of dashboard is automatically the owner
A,B,C
62. What types of fields can you conditionally highlight? Choose 3 answers: a) Grand totals b) Summarized totals c) Data fields d) Grouped by field names e) Summary formula
A,B,C
66. What does the report type determine when a new report is created? Choose 3 answers: a) The default columns in the report b) The Objects included in the report c) The fields available to include in the report d) Whether the report can be displayed in a dashboard e) Whether the report will be tabular summary or matrix
A,B,C
95. What can a standard system admin do? Choose 3 answers: a) Reset all passwords b) Create custom profiles and set users to that profile c) Delete records of a custom object d) See a log of all records a user has looked at it a given period
A,B,C
98. What does Salesforce look at in order to authenticate a login attempt? Choose 3 answers: a) User profile login hours b) User profile IP ranges c) Organization trusted IP ranged d) Organization login hours
A,B,C
4. Criteria based sharing can be done on: Choose 4 answers: a) Leads b) Contacts c) Opportunity d) Accounts e) Solutions
A,B,C,D
85. Which setting can a system administrator control in the Salesforce user interface? Choose 3 answers: a) Enable spell checker b) Enable enhanced list views c) Enable customizable recent items d) Enable hover details e) Enable Chatter for specific users
A,B,D
93. What is available on the home page of a user? Choose 3 answers: a) Pending approvals b) Dashboard c) Recent activity d) Tasks and Activities
A,B,D
50. Cases can be assigned to which of the following? Choose 3 answers: a) Individual user b) Queue c) Partner d) Customer e) Case team
A,B,E
55. Universal Containers needs to use cases to manage both customer support and internal change requests. Which functionality should a system administrator use to meet this requirement? Choose 3 answers: a) Page Layouts b) Support processes c) Validation rules d) Delegated administration e) Record types
A,B,E
84. What is true of mobile lite? Choose 3 answers: a) It must be enabled by the system admin b) It is free for users c) It is free for customer portal users d) It is free for partner portal users e) Users can view, create, edit, and delete accounts, assets, contacts, leads, opportunities, events, tasks, cases, and solutions
A,B<E
44. What can a system admin do to manage members from the campaign object? Choose 2 answers: a) Import leads b) Convert opportunities c) Update contacts
A,C
61. Which reports can you do conditional highlighting on? Choose 2 answers: a) Matrix b) Tabular c) Summary d) Enhanced List views
A,C
7. What does a profile control? Choose 2 answers: a) Tasks that users can perform on records they access b) Relationship between two linked objects c) View of records that users access d) Fields available for view in related lists
A,C
30. Identify the true Statements about workflow approval process? Choose 3 answers: a) When a record is submitted for approval, the Administrator can edit the record b) You can forward an email approval request to another email address c) The approvers delegate can also approve a request d) Approvers can view an approval request from their homepage e) Approvers can only access an approval page from the application
A,C,D
22. What are features of formula fields? Choose 2 answers: a) They can reference parent fields b) They can reference child fields c) They can reference themselves d) They are read only on the record detail page
A,D
53. Which of the following can be changed for the customer and partner portals w/o affecting the internal UI? Choose 2 answers: a) Tab color and fonts b) Standard object names c) Custom object names d) Page Layouts
A,D
68. What should be used to control a user's ability to view a dashboard? Choose 2 answers: a) Source report folder access b) Dashboard properties c) Sharing rules d) Dashboard folder access
A,D
71. Which function is available in the report builder interface, prior to running the report? (Select all that apply): a) Save b) Printable View c) Schedule future runs d) Show/hide details e) Export details
A,D
88. Which of the following tasks does inline editing support? Choose 2 answers: a) Changing field values on the records detail page b) Modifying content of related lists c) Modifying values of calculated fields d) Updating the content in printable list views e) Modifying the values of system fields
A,D
3. Universal Containers has segmented its customer base into two categories: High Wealth and Retirement. High Wealth accounts should be visible to the High Wealth Sales Team Members only. Retirement accounts should be visible to all sales users. How can a system administrator meet this requirement? a) Create a new profile for retirement sales team members and remove read access to High Wealth account records b) Set the Organization-wide default sharing to private and create a sharing rule to Share retirement accounts with all sales users c) Create a new record type for the High Wealth accounts and Share the record type with High Wealth Sales Team Members d) Set the Organizations-wide default sharing to public read only and create a sharing rule to limit access to High Wealth accounts
B
35. Time-dependent workflow will not work with which type of workflow evaluation criteria a) Only when a record is edited b) Every time a record is created or edited c) Every kind of workflow evaluation criteria d) When a record is edited and didn't previously meet the rule criteria
B
36. A workflow rule contains an action that sends a task to a role called Global Sales Managers, which includes multiple users. When the workflow rule is triggered, to whom will the task be assigned? a) All users in the Global Sales Managers role b) The owner of the record that triggered the workflow rule c) A single user in the Global Sales Managers role d) The default workflow user
B
39. What is the best way to import leads and avoid duplicates? a) Data loader b) Import wizard
B
49. Leads can be imported with what kind of currency? a) Active or inactive b) Active Only c) Inactive Only
B
51. Universal containers outsources its first tier of customer support to a partner. What can be used to identify all individuals who contribute to resolving a case? a) Sales Teams b) Case Teams c) Partner Roles d) Contact Roles
B
57. Once solution category browsing has been enabled for an org, a user must have what permission to add a category? a) Create and Edit on Solution b) Edit on Solution c) Create on Solution d) Edit and Delete on Solution
B
73. Gauge and Metric Dashboard Component types are based on what from a report? a) Chart b) Grand Total c) Average d) Sum
B
76. How many custom summary fields can you have per report? a) Unlimited b) 5 c) 1 d) 10
B
83. What can an administrator assign to both ideas and answers? a) Status b) Categories c) Workflow Rules d) Sharing Rules
B
91. Which of the following is the users default currency for quotas, forecasts, and reports? a) Corporate b) Personal c) Record d) Inactive
B
94. When a user receives an error message when attempting to log in, what is the first step an admin should take? a) Reset the user password b) View login history c) Check IP ranges
B
97. What does the controlling picklist control in terms of dependent fields? a) The fields that are visible on a page layout b) The picklist values of a custom field
B
23. Once an opportunity has been closed what tool can be used to prevent sales reps from editing the record? Choose 2 answers: a) Formula fields b) Data Validation rules c) Record Types and read only page layouts d) Workflow field updates
B,C
42. When working on opportunities, sales representatives at Universal Containers need to understand how their peers have successfully managed other opportunities with comparable products, competing against the same competitors. Choose 2 answers: a) Big deal alerts b) Chatter groups c) Similar opportunities d) Opportunity update reminders
B,C
48. When converting a lead, what values are transferred to the opportunity? (Select all that apply) a) Amount = Lead Amount b) Close Date = Last day in fiscal quarter c) Stage = First stage in list d) Close Date = Today
B,C
63. Which of the following is true about running dashboards? Choose 2 answers: a) The dashboard runner is automatically the owner b) What you can view on the dashboard depends on the running user c) What you can view on reports depends on the user's access to those records
B,C
99. How would a user mass update a field on a case? Choose 2 answers: a) Export files and update using Import Wizard b) Export files and update using Data Loader c) Generate a list view and utilize in-line editing
B,C
89. Which of the following hovers use the mini-page layouts? Choose 3 answers: a) Related list hovers b) Recent items hovers c) Look up hovers d) Task Hovers
B,C,D
96. What can a delegated admin do? Choose 3 answers: a) Reset all user passwords b) Manage certain custom objects c) Login as a user that has been granted login access d) Assign users to a custom profile
B,C,D
86. Standard field can be? Select all that apply a) Data type changed b) Label can be changed c) Pick list values can be changed d) Can set field level security e) Add help text f) Can track field history g) Auto number format h) Lookup filters
B,C,D,E,F,H
11. Which privilege can be granted to members of a content library (workspace) without modifying user permissions? Choose 2 answers: a) Create a new content library b) Share content with other users in Chatter c) Edit a member's library permissions d) Add tags when editing content details
B,D
12. How can a system administrator grant user access to dashboards? Choose 2 answers: a) Create and share data categories b) Share folders with public groups c) Designate running users d) Share folders with roles
B,D
28. Sales management at universal containers is requesting better visibility into specific of sales deals. They need to be notified when opportunities worth a large amount are close to closing. They would also like to receive a list of opportunities that are still open past the close date. Which feature can a system administrator enable to accomplish this? Choose 2 answers: a) opportunity field history tracking b) Big deal alerts c) opportunity escalation rules d) opportunity update reminders
B,D
34. Which item can trigger workflow rules? Choose 2 answers: a) Chatter Posts b) Custom Objects c) User Records d) Campaign Members
B,D
45. What can a marketing user do using the Manage Members button on a campaign record? Choose 2 answers: a) Create a custom report including all campaign members b) Import new leads and associate them with the campaigns c) Associate existing opportunities with the campaign d) Associate existing contacts with the campaign
B,D
65. What must a system administrator consider when setting up the running user for a dashboard? Choose 2 answers: a) The running user becomes the default owner of the dashboard b) Data access permissions determine what data the users can view in the source reports c) Only users in the same role as the running user can view the dashboard d) The running user determines the data displayed in the components of the dashboard
B,D
69. Which statement about report folders is true? Choose 2 answers: a) Chatter free users can access report folders but cannot see results returned in reports b) Each user has a personal folder for email templates, reports and documents c) System administrators can access reports saved in users personal folders d) Users with the "Manage public reports" permission can create report folders
B,D
72. Which statement about custom summary formula in reports is true? Choose 2 answers: a) Reports can be grouped by a custom summary formula result b) Custom summary formulas can reference a formula field within a report c) Custom summary formulas can reference another custom summary formula d) Custom summary formulas can be used in a report built from a custom report type
B,D
74. The following is true about searching for reports a) You can search for both custom and standard report b) You can search by the name of the Report c) You can search by last modified by d) You can search by description
B,D
75. A sales manager would like view a dashboard from the perspective of different users and switch between users without editing the dashboard. How would an administrator enable this? Choose 2 answers a) Grant the sales manager the "Drag-and-Drop Dashboard Builder" permission b) Create the dashboard as a dynamic dashboard c) Grant the sales manager the "Manage Dynamic Dashboards" permission d) Grant the sales manager the "View My Team's Dashboards" permission
B,D
10. A system administrator at Universal Containers created a custom object to capture custom feedback. How can the administrator ensure that users have access to this new object? a) Add fields from the feedback object to the account page layout b) Create a lookup relationship from the account page to the feedback object c) Assign the feedback page layout to the appropriate user profiles d) Create a role in the hierarchy to provide user access to the new object
C
101. A user deletes a custom field, what should they be aware of? a) You have to remove the field from the page layout b) You have 45 days before the fields are removed from the recycled bin c) You should back up all files before deletion
C
14. What determines whether a user can create a new record using a specific record type a) Sharing b) Page Layout c) Profile d) Field Level Security
C
15. Universal Containers pushes an account number from an external accounting system into salesforce. Sales users must be able to view the account number in salesforce but must not be able to modify it under any circumstances. How can a system administrator meet their requirements? a) Remove the edit permission on the amount object for the sales users profile b) Set the account number field to read only on the page layout assigned to the sales users profile c) Set the field level security for account number to visible and read only for the sales users profile d) Set the Organization-wide default settings for accounts to read-only
C
2. Universal containers has set the organization-wide default settings for accounts to private. Amy and Bob are in separate sales teams but are assigned to the same role in the hierarchy. Amy is a member of the 'Sales West' Public group and needs access to all accounts owned by Bob, a member of the 'Sales East' public group. How would an administrator grant Amy access to only Bob's accounts? a) Add Amy to the 'Sales East' Public Group b) Create a sharing rule between the 'Sales West' and 'Sales East' public groups c) Add Amy to Bob's default account Team d) Add Amy to the role above Bob in the role hierarchy
C
38. A marketing manager needs to review summary metrics across a set of related campaigns. How can this be accomplished? a) Create a campaign hierarchy and include the related campaigns b) Build a lead source report to summarize the campaign metrics c) Create a cross object formula field to calculate summary metrics d) Establish the campaign influence between related campaigns
C
5. If a user is given read/edit access to the lead object but still can't create a lead, what should you do? a) Click the marketing user checkbox on the user profile b) Change to profile of the user to marketing user c) Make sure the user is associated to a profile with the "Create" permission on the Lead object
C
52. When solution categories are enabled which of the following are standard features? a) Can have a standard report that shows you uncategorized solutions b) When new solutions are created they can be automatically assigned to all the child categories under a parent category c) Category hierarchy can be used to limit solution visibility in the customer and self service portal
C
60. What do dynamic dashboards control a) Need access to folder to view dashboard b) Running user determines access to data in components c) Can run as a specified user or logged-in user
C
70. Universal Containers requires that the Organization-wide default for opportunities be set to public read/write. However sales users are reporting that opportunity reports return too many results and this makes it difficult to find their team's opportunities in the report results. How can the system administrator address these problems? a) Move the Opportunity reports into each user's personal report folder b) Move the opportunity reports into a folder with restricted access c) Use the "Show" filter to filter reports results and reduce records returned d) Update the sharing rules to limit user access to certain opportunities
C
81. The restricted login hours for an org at between 8am and 5 pm. A user logs in at 4:30. What happens at 5:01? a) The user is logged off and all unsaved data is automatically saved b) User is logged off and any unsaved data is deleted c) User stays logged in but can't start new sessions d) User stays logged in and can start new sessions
C
90. Which of the following currency types serves as a basis of all conversion rates in a company? a) Active b) Record c) Corporate d) Personal
C
92. What does the admin need to consider about mobile lite? a) Every user must have a mobile lite license b) Mobile lite can be configured for each profile c) The admin must enable mobile lite
C
17. Universal Technology sells software and consulting services. The software sales team user a different set of sales stages then the consulting service sales team. How can System Administrator setup the process? Choose 2 answers: a) Create a separate lead process for the software sales team and the service sales team b) Use a validation rule to prevent the software team from accessing the service team's sales process c) Create a unique list of opportunity stage picklist values for each sales process d) Create a record type of each process & assign it to the appropriate profiles
C,D
18. Which statement about record types is true? Choose 2 answers: a) Users cannot view records assigned to a record type their profile does not have access to b) Record types can only be assigned to one profile at a time c) Record types can be used to define the picklist values available for a given field d) The ability to create records of a specific record type is determined by the profile
C,D
43. What is used to create a relationship between an Opportunity object and a Campaign object? Choose 2 answers: a) Opportunity sales process b) Campaign hierarchy fields c) Campaign influence related list d) Primary campaign source field
C,D
47. 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 status change? Choose 2 answers a) Sales quota b) Amount rating c) Forecast category d) Probability
C,D
6. There are 2 sales teams. One can see health care related opportunities and one should only see technology related opportunities. At what point would the system admin make different record types? Choose 2 answers: a) To limit the technology sales team from seeing some records b) To restrict the teams from viewing each other's data c) To allow different page layout for the 2 teams d) To allow different pick list values
C,D
78. Which of these are features of content? Choose 2 answers: a) Content can be published on customer and partner portals b) Can be viewed by internal and external users c) Can see how many times content is viewed and downloaded d) URL is auto assigned to content
C,D
82. Which of the following can be used for Product schedules? Choose 2 answers: a) Forecast b) Production c) Quantity d) Revenue
C,D
87. Cloud scheduler? Choose 2 answers: a) The cloud scheduler can be enabled at the user profile level b) The cloud scheduler allows users to view available meeting times on lead and contact calendars c) Salesforce can automatically propose multiple meeting times based on Salesforce user calendars d) A custom logo can be added to the meeting request email sent to a contact or lead.
C,D
8. The org-wide default for an object is set to private. Phil Smith, the owner of ABC account, is a US Sales rep reporting to the US Sales Director. The users in the US Sales Rep role can edit ALL opportunities associated with the accounts they own. Tim, an EMEA Sales Rep, owns an opportunity associated with the ABC account. Identify the correct roles access. Choose 2 answers: a) Phil can view but can't edit Tim's ABC opportunity b) Tim cannot view or edit Phil's account c) Phil can view and edit Tim's ABC opportunity d) Tim can view and edit Phil's account e) Tim can view but can't edit Phil's account
C,E
19. Universal Finance wants to ensure that users can't edit the opportunity amount after the opportunity has been closed. How can system admin achieve this? a) Make the amount field on opportunity a formula field b) Use a workflow to change record type c) Use a validation rule to remove field from page layout d) Use a validation rule to not allow editing of the opportunity amount field once closed
D
21. Universal containers populate the Industry field on each account record. The vice president of sales would like the industry information displayed on related opportunity records and updated when the value is updated on the account record. a) Create a rollup summary field on the opportunity b) Create an account workflow rule with an opportunity field update c) Create a cross-object formula field on the account d) Create a cross-object formula field on the opportunity
D
25. Which automation tool will prevent a record from being created in salesforce if the rule conditions are not met? a) Workflow rules b) Escalation rules c) Auto response rules d) Validation rules
D
27. When are data validation rules enforced? a) Upon opening the record b) Upon closing the record c) Upon editing the record d) Upon saving the record
D
37. The marketing team at Universal containers is responsible for creating new leads and distributing them to different regional sales groups for qualification. How can a system administrator automate this process? a) Create a queue for each regional group and a validation rule to enforce that the leads are assigned to correct group b) Create a queue for the marketing team and a workflow alert to notify the team each time a lead is assigned to the queue c) Create a default sales team for each regional group and a lead assignment rule to route leads to the default sales team d) Create a queue for each regional group and a lead assignment rule to route leads to the queues
D
56. Which user is listed in the case history related list for case changes made for assignment and escalation rules? a) The owner of the case when the rule was triggered b) The default case owner specified in the assignment or escalation rule c) The user who created the assignment or escalation rule d) The automated case user specified in the support settings
D
9. Sales managers need to view and report on sales revenue across an entire company without having access to a custom object that tracks personal time off requests. Which permission should a system administrator enable in a custom profile to meet this requirement in a private sharing model? a) "Read for Accounts" b) "View All Data" c) "Read for Opportunities" d) "View All for Opportunities"
D