Classmarker Admin Practice Exam

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What is used to create a relationship between an Opportunity object and a Campaign object?

Campaign influence related list Primary campaign source field

Which privilege can be grated to members of a content library without modifying a user permissions?

Edit a member's library permissions Add tags when editing content details

Which setting can a system administrator control in the Salesforce user interface?

Enable hover details Enable enhanced list views

When are validation rules applies when using Salesforce for Outlook?

Every time a record is saved

What should a system administrator consider when deleting a custom field?

Field used in workflow and assignment rules cannot be deleted Deleted fields and values can be restored from the recycle bin within 15 days Field values should be archived before a field is deleted.

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?

None of the above

The Customer Service department in your company has been restructured and will include Predefined Case Teams and 2 new queues. You create a new Case Assignment Rule. Before you active the new rule what must you do?

Nothing. When you activate the new Case Assignment Rule the old one will automatically deactivated

What can be transferred from one user to another user during a mass transfer of account records?

Open activities Open cases Closed cases

Universal Containers set the organization-wide default setting for opportunities to private. Which records will an opportunity report return?

Opportunities owned by the user running the report and users below them in the role hierarchy

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?

Page layouts Support processes Record types

Which permission is required to convert a lead?

"Create" and "Edit" access for leads, accounts, contacts and opportunities "Convert Leads" profile permission

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?

"View All for Opportunities"

Choose the correct order of rule processing

1. Validation rules 2. Assignment rules 3. Workflow rules 4. Escalation rules

Which components can be included in a custom home page layout in Salesforce Classic?

Dashboard components Pending approvals list Messages and alerts

A system administrator at Universal Containers needs to prevent sales representatives from editing fields on a opportunity once the opportunity has been moved to a closed stage. Which data validation tool can be used to accomplish this?

Data Validation rules Record Types and read only page layouts

What must an system administrator consider when setting up the running user for a dashboard?

Data access permissions determine what data the users can view in the source reports The running user determines the data displayed in the components of the dashboard

Universal Containers requires that its Salesforce account data including attachments be backed up weekly. Which tool should a system administrator use to accomplish this?

Data export service

What is affected by changing the default locale for an Organization?

Date fields

Which option is available to a system administrator when managing passwords for Salesforce Users?

Administrators can reset passwords for all users at once Administrators can customize the message sent to locked out users Administrators can grant users the "password never expires" permission.

Regional sales users at Universal Containers sell to both business and consumer accounts. However, sales users are unable to see the set of stages that apply to consumer opportunities. How can an administrator correct the problem?

Assign the relevant record types and sales processes to the regional sales team profile

What feature describes the capabilities of email-to-case record assignment to queues?

Assigning the cases to queues overrides the default case owner.

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. Which feature should a system administrator use to facilitate them?

Chatter groups Similar opportunities

The VP of Marketing at Universal Containers would like to track which campaigns lead to opportunities. They would like to evenly attribute revenue across all campaigns that touched the opportunities. Which two tools should the administrator configure to meet the VP's request?

Create a custom campaign influence attribution model Add the Influenced Opportunities related list to the campaign page layout and add the Campaign Influence to the opportunity page layout

A system administrator created a custom object for a recruiting application to track open positions. The administrator needs to give recruiting users the ability to read, create, edit and delete position records. How should the administrator proceed?

Create a custom profile and enable the custom object permissions

How should a system administrator organize report folders so global sales reports are grouped together, by sub grouped by region?

Create a folder for sales reports and subfolders for each region

A system administrator at Universal Containers needs to mass update the lead source on a number of opportunity records How can this be accomplished?

Create a list view for opportunities and update using inline editing Export opportunities and update using the import wizard Export opportunities and update using the data loader

Sales representatives at Universal Containers should be notified any time support cases related to accounts they own change status How can a system administrator accomplish this?

Create a workflow rule to send an email alert to the account owner

Which schedule type can be defined for a product?

Quantity Revenue

When customization option is available for standard fields?

Rename standard field labels in the user interface Rename non-required standard fields from a page layout Edit pick list values for standard fields

What action can a user with the standard system administrator profile take?

Reset all user passwords Assign feature licenses to users Define and assign custom profiles to users

You need to send a quote to a customer. To accomplish this, you need to select the products and services they are interested in purchasing. What is required that you do first?

Select a Price Book

A user responsible for managing and creating campaigns is unable to create a new campaign, even though the user's profile has the "Create: profile permission for Campaigns. How should a system administrator grant the correct access to the user?

Select the Marketing User checkbox on the user record

Universal Financing 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?

Set the OWD sharing to private and create a sharing rule to share High Wealth accounts with High Wealth Sales Team Members group Set the OWD sharing to private and create a sharing rule to share Retirement accounts with all sales users

Universal Containers needs to allow a group of users to view account records that they do NOT own. Which feature can the system administrator use to meet this requirement?

Sharing Rules

How can a system administrator grant user access to dashboards?

Sharing folders with public groups

Which statement about sharing rules is true?

Sharing rules open up access to records Sharing rules grant record access to roles and public groups

The marketing team at Universal Containers uses 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?

Specify a default lead owner.

Where can conditional highlighting be used?

Summary Reports

Which field type can be used as an external ID?

Text field Email field Number field

Which user is listed in the case history related for case changes made for assignment and escalation rules?

The automated case user specified in the support settings

What will occur when a system administrator creates a dynamic dashboard?

The data displayed varies based on the user viewing the dashboard

What does a custom report type determine?

The fields that be used as columns when building a report The objects that are available when building a report

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?

The lead formula field value can be mapped to a number field on the account record

What is required to make a user an approver in the approval process?

The user must have read permission for the obect in the approval process.

What does the controlling field determine when field dependencies are being created?

The values that appear in the dependent field

What does Salesforce authenticate before allowing a user to log in through the user interface?

Whether the user's profile has IP address restrictions. Whether the user's profile has login out restrictions Whether the organization has trusted IP addresses

What action is possible with a workflow task?

A task can be reused in multiple workflow rules A task can be tracked in the activity history

Which three features are available with Salesforce Files?

Access files with the view list of assets feature Integrate Quip to chat and collaborate on Files Create Asset Files for Unauthenticated users

When a lead is converted and an opportunity record is created, which other object is related to the new opportunity by default?

Account Contact

A sales person at Universal Containers, Linda, owns the ABC Labs, Inc. account record. ABC Labs, Inc, Europe. ABC Labs Europe is owned by Bill. The OWD for Accounts is set to private. Which of the following statements is true?

Account hierarchy has no impact on record visibility Linda will be able to see the ABC Labs, Europe account only if it is shared with her.

A sales user at Universal Containers has updated the opportunity stage for a opportunity in the pipeline What may be updated as a result of the status change?

Forecast category Probability

Which data can be highlighted in a report using conditional highlighting?

Grand totals Summarized totals Summary fields

When should a system administrator consider using the Salesforce AppExchange?

When standard Salesforce functionality needs to be extended When looking for pre-built custom applications and tools.

What can a marketing user do using the Manage Members button on a campaign record?

Import new leads and associate them with the campaigns

What is a capability of Salesforce Knowledge?

Knowledge uses data categories and roles to make articles visible to specific users Knowledge allows an organization to share articles with partner portal users

Criteria-based sharing rules can be created for which two objects?

Leads Contacts Accounts

Which feature restricts a user's ability to log into Salesforce?

Login IP ranges Login hours

Which statement about Chatter posts and comments is true?

Updates to the Chatter feed on a record are only visible to users with access to the record.

A user received a error message when attempting to log into Salesforce. What is the first step the Salesforce Administrator would take to troubleshoot the problem?

View the login history

Universal Containers has multiple support teams. One team handles technical support issues and another handles billing issues. When should a system administrator consider introducing a new record type for cases?

When multiple page layouts are required When different pick list values are required


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