Salesforce Admin

A new Sales and Marketing Dashboard has been implemented for all sales users of Cosmic Marketing Inc. What is true regarding Lightning dashboard components? Pick two: A. A dashboard component is a visual representation of data in a report B. When clicking on a component, users are always navigated to the source report C. There are only 4 Lightning Experience dashboard components: bar charts, line charts, gauge charts, and donut charts D. In Lightning Experience, the smallest possible component that can be added in a dashboard is 1 row by 1 column

A. A dashboard component is a visual representation of data in a report D. In Lightning Experience, the smallest possible component that can be added in a dashboard is 1 row by 1 column

Cosmic Furniture Solutions is considering the use of Salesforce for providing phone support to customers. The company currently has an on-premise telephony system which is already being used for telemarketing and other needs. What are some of the benefits of using Open CTI for integrating the telephony system with Salesforce? Pick three: A. Calls can be made or received from the Salesforce user interface using a customizable softphone B. Screen pops displays call information with the associated record during incoming calls C. CTI adapters installed on user machines can be used with Open CTI D. Implementation is cloud-based but allows the use of softphone only on Internet Explorer and Chrome browsers E. Telephone numbers on records become clickable links for outbound calls

A. Calls can be made or received from the Salesforce user interface using a customizable softphone B. Screen pops displays call information with the associated record during incoming calls E. Telephone numbers on records become clickable links for outbound calls

After consulting with the HR manager, the administrator needs to add several custom fields to the Employee object. What are the basic steps when adding a new custom field? A. Choose field type, enter field details, set field level security, select page layouts B. Choose field type, enter field details, set sharing rules, select field level security C. Choose field label, select field type, select field level security, select record types D. Choose field label, select field type, set sharing rules, select page layouts

A. Choose field type, enter field details, set field level security, select page layouts

Jim is an administrator for Carly Automotive, a distributor of automotive spare parts. They have just launched a new line of truck parts. The sales process for Managers also need to be able to view information related to the new opportunities on reports. What should Jim do to configure the opportunity object for this new product line? A. Create a new sales process and record type for truck parts B. Add the new truck part statuses to the existing sales process C. Create a new picklist field for truck statuses D. Create a new record type on the opportunity object for truck parts

A. Create a new sales process and record type for truck parts

ABC Corporation would like to record why cases are closed or rejected. What is the best way of handling this? A. Create a picklist for 'Case Close Reason' with a validation rule that enforces the selection of a 'Case Close Reason' when a case is closed or rejected B. Create a 'Case Close Reason' text field and make it available to be filled in when cases are closed or rejected C. Create a workflow field update that updates the 'Case Close Reason' when the case is closed D. Create a new record type and page layout for closed cases that includes the 'Case Close Reason'

A. Create a picklist for 'Case Close Reason' with a validation rule that enforces the selection of a 'Case Close Reason' when a case is closed or rejected

Which of the following can be used to launch a flow created using Flow Builder? Pick three: A. Custom Button B. Workflow C. Validation Rule D. An updated or created Record E. Process Builder

A. Custom Button D. An updated or created Record E. Process Builder

An administrator has been given a list of requirements that will involve the creation of several custom fields. What is true regarding custom fields? Pick two: A. Custom fields can be created on standard or custom objects B. Field-level security does not apply to custom fields C. The field type of a custom field can be changed after it has been created D. Custom fields cannot be deleted once created

A. Custom fields can be created on standard or custom objects C. The field type of a custom field can be changed after it has been created

Which of the following are correct regarding fiscal year settings? Pick three: A. Custom fiscal years impact forecasts, reports, and quotas B. When the fiscal year start month is changed, quota and adjustment information is purged C. If the fiscal year is set in accordance with the Gregorian calendar, it is recommended that custom fiscal years be utilized D. Once enabled, custom fiscal years can no longer be disabled E. Once defined, a custom fiscal year cannot be modified

A. Custom fiscal years impact forecasts, reports, and quotas B. When the fiscal year start month is changed, quota and adjustment information is purged D. Once enabled, custom fiscal years can no longer be disabled

A SystemSilo director wants his managers to be able to create Chatter groups for their respective teams. Preferably, he wants the groups' details to only be visible to the groups' members and himself. He wants to be able to manage all of these groups as well. He does not want any user outside of a group to be able to delete anything on the content feed. What would a Salesforce Administrator do to accommodate this request? Pick two: A. Ensure that the director has the 'Manage Unlisted Groups' permission B. Ensure that the director has the 'Modify All Data' permission C. Enable Unlisted Groups in Chatter Settings D. Create private Chatter groups and include the director as member in each one

A. Ensure that the director has the 'Manage Unlisted Groups' permission C. Enable Unlisted Groups in Chatter Settings

The Sales Managers at Costa Gears are taking a more proactive role in managing the opportunity pipeline. The Sales Cloud Consultant recommended that they utilize Pipeline Inspection. Which of the following capabilities are features of Pipeline Inspection? Pick three: A. Filters can be applied to narrow the view by criteria or to help identify areas of concern B. Tiered Einstein opportunity scores are displayed along with key factors and score changes C. Key performance indicators for sales pipelines are displayed as metrics on top of the page D. Monthly changes in key fields such as close dates, amounts, and stages are highlighted E. Einstein Deal Insights can predict if an opportunity scheduled to close is likely to be won within the same month

A. Filters can be applied to narrow the view by criteria or to help identify areas of concern B. Tiered Einstein opportunity scores are displayed along with key factors and score changes C. Key performance indicators for sales pipelines are displayed as metrics on top of the page

What does the 'Default Locale' setting determine? Pick three: A. Format of Dates and Times B. Display format of Addresses C. Name format D. Default Currency E. Fiscal Year

A. Format of Dates and Times B. Display format of Addresses C. Name format

Universal Containers uses Lightning Experience. The company has a Sales & Marketing email template folder, which contains the Sales and Marketing email template subfolders. Each of these subfolders stores email templates that were created by the Marketing Manager. If the Marketing department hires a new intern that needs to modify all the email templates in both subfolders, what's the most efficient action that the Salesforce Administrator can take to share these templates with the intern? A. Grant Edit access to the Sales & Marketing email template folder B. Grant Manage access to the Sales & Marketing email template folder C. Grant Edit access to the Sales and Marketing email template subfolders D. Grant Edit access to each email template in the Sales and Marketing subfolders

A. Grant Edit access to the Sales & Marketing email template folder

Which of the following are true regarding user management using the SalesforceA app? Pick three: A. It is possible to create new users using the SalesforceA app B. Users can be deleted using the SalesforceA app C. Adding multiple users at once is possible in the SalesforceA app D. A user license can be reassigned using the SalesforceA app E. Permission sets can be assigned to users using the SalesforceA app

A. It is possible to create new users using the SalesforceA app D. A user license can be reassigned using the SalesforceA app E. Permission sets can be assigned to users using the SalesforceA app

Which of the following can be done within an object's page layout editor? Pick three: A. Make fields read-only B. Make fields required C. Change columns and sort order of related lists D. Add help text to fields E. Create new record types for the object

A. Make fields read-only B. Make fields required C. Change columns and sort order of related lists

Global Insurance has recently switched to Lightning Experience. The sales manager would like the sales representatives to be trained on how the Sales Path functionality works before they start using it. What can be done to ensure that it does not display on the opportunity record page until sales representatives have been trained to utilize it? Pick three: A. Modify the existing Opportunity record page and remove the Sales Path component B. Set the visibility setting of the component to hidden until the filter criteria are met C. Create a new Opportunity record page with the component but do not activate it yet D. Remove the component from the Opportunity page layout temporarily E. Record pages cannot be modified in Lightning Experience

A. Modify the existing Opportunity record page and remove the Sales Path component B. Set the visibility setting of the component to hidden until the filter criteria are met C. Create a new Opportunity record page with the component but do not activate it yet

The data architect at Cosmic Innovations is reviewing the measures in place to ensure the Salesforce org complies with data regulations related to data protection of personal information. Which of the following considerations are valid related to identifying personal and sensitive data in Salesforce? Pick three: A. Personal data could be stored in any standard or custom object B. Personal data is only stored in the Contact object C. An example of personal data is Name, Date of Birth, and Email address D. An example of sensitive data is medical and insurance records related to an individual E. A person's name would always be considered personal data

A. Personal data could be stored in any standard or custom object C. An example of personal data is Name, Date of Birth, and Email address D. An example of sensitive data is medical and insurance records related to an individual

Before closing a case, support agents should be able to use a flow for a customer survey. Which flow elements can be used to collect customer feedback? A. Screen B. Quick Action C. Apex Action D. Assignment

A. Screen

What action is possible with Workflow that is not possible with Process Builder? A. Send an outbound message B. Create a record C. Send an email D. Field Update

A. Send an outbound message

A sales user has created a list view to display accounts of premium customers in Lightning Experience. He would like to share this list with a public group of co-workers. What should a Salesforce Administrator recommend to allow the co-workers to see the accounts as quickly as possible? A. Share the list view with the public group of co-workers from List View Controls. B. Create a report that shows the accounts and share it with the co-workers. C. Use the sharing button to share the list view with the co-workers. D. Export the list view to a .csv file and share it with the co-workers.

A. Share the list view with the public group of co-workers from List View Controls.

In which two scenarios would validation rules be enforced but not show a visual confirmation if a record was created or not? Pick two: A. Submission of Web-to-Lead form B. Record Merge C. Submission of Web-to-Case form D. Lead Conversion

A. Submission of Web-to-Lead form C. Submission of Web-to-Case form

An administrator is tasked with creating new home pages in Lightning Experience. What should the administrator consider when creating home pages? Pick two: A. The Home page can be assigned to each app B. Each user can customize their own Home Page layout C. The Home Page can be customized for each role D. The Home Page can be customized for each profile E. Home Pages can only be assigned through permission sets

A. The Home page can be assigned to each app D. The Home Page can be customized for each profile

The Service Operations Director of Cosmic Service Solutions would like the picklist values of the 'Status' field on the Case object modified. What options are available to modify the standard field? Pick three: A. The standard values can be deleted B. Additional values can be added C. Additional values cannot be added, but standard values can be deleted D. New values can be added, but standard values cannot be deleted E. The values can be reordered

A. The standard values can be deleted B. Additional values can be added E. The values can be reordered

Chris is a Salesforce Administrator for Indiana Global Finance Corporation. He recently had a meeting with the marketing manager who requested that if leads score more than 45 points, the lead status should be updated to 'Qualified', a task should be assigned to the lead owner, and an email notification should be sent to all the marketing team members. The marketing manager wants this process to be automated when a lead record is updated. Which automation solution would best meet this requirement? A. Use Flow Builder to create a flow with multiple actions. B. Create three different workflow rules to automate the required actions. C. Use Process Builder to create one process with multiple actions. D. Create one workflow rule with three actions for an email alert, task creation, and field update.

A. Use Flow Builder to create a flow with multiple actions.

A user has asked how they can find a list of their activities as they cannot find an Activities tab in Lightning Experience. How can the Salesforce Administrator assist the user? Pick three: A. Modify the user's profile and add access to the Activities tab B. Advise the user to access the Tasks tab, Calendar tab, or Activity timeline C. Look for an AppExchange app that adds an Activity tab D. Create a new custom object tab for Activities and allow the user's profile to access it E. Ask a developer to create a new tab to display Activities

B. Advise the user to access the Tasks tab, Calendar tab, or Activity timeline C. Look for an AppExchange app that adds an Activity tab E. Ask a developer to create a new tab to display Activities

A Salesforce Administrator thought it would be a good idea to set up a business process for a new custom object called 'Purchase Order'. Which of the following are valid considerations regarding business processes provided by Salesforce in Salesforce Classic and Lightning Experience? A. Business processes are available for the Lead object only B. Business processes are available only for standard objects such as Lead, Solution, Opportunity, and Case C. Business processes are available for all standard and custom objects D. Business processes can be assigned to custom objects by making a request to Salesforce support

B. Business processes are available only for standard objects such as Lead, Solution, Opportunity, and Case

Which of these features are used to manage cases? Pick two: A. Web-to-Lead B. Case Teams C. Phone-to-Case D. Email-to-Case

B. Case Teams D. Email-to-Case

Sales users of a certain company that offers professional services are allowed to adjust opportunity amounts when negotiating and trying to close deals with clients. However, if the deducted value is more than 10% of the previous amount, the record should be automatically submitted for approval first. How should this requirement be achieved using a flow? Pick two: A. Create a Formula resource that calculates the percentage of the deducted amount and use it in an Assignment element. B. Create a Formula resource that calculates the percentage of the deducted value and use it in a Decision element. C. Build a record-triggered flow and use the $Record__Prior global variable to determine the previous Amount. D. Build a record-triggered flow and use the $Prior__Values global variable to determine the previous Amount.

B. Create a Formula resource that calculates the percentage of the deducted value and use it in a Decision element. C. Build a record-triggered flow and use the $Record__Prior global variable to determine the previous Amount.

The Sales Director of Cosmic Solutions wants to be notified when opportunities are created with an amount greater than $100,000. How can a Salesforce Administrator accomplish this in Lightning Experience? Pick three: A. Create a reminder alert for the Sales Director that appears on the home page when they log in. B. Create a flow that sends a custom notification when the opportunity amount meets the criteria. C. Create a workflow rule and associate a workflow action to send an email alert based on the opportunity amount field. D. Create a process using Process Builder that triggers a custom notification when the opportunity amount meets the criteria. E. Create a pop-up notification alert for the Sales Director based on the opportunity amount field

B. Create a flow that sends a custom notification when the opportunity amount meets the criteria. C. Create a workflow rule and associate a workflow action to send an email alert based on the opportunity amount field. D. Create a process using Process Builder that triggers a custom notification when the opportunity amount meets the criteria.

Which of the following are steps related to setting up Web-to-Lead? Pick three: A. Create a Web-to-Lead record type B. Create an auto-response Rule C. Map lead fields D. Create an assignment rule E. Create new custom object

B. Create an auto-response Rule C. Map lead fields D. Create an assignment rule

What is true regarding queues? Pick three: A. Records are removed from queues if not assigned within 30 days B. Custom objects can be assigned to a queue C. Records can be placed in a queue manually or via an assignment rule D. Any user can accept records from the queue E. A list view is automatically created when a queue is created for Cases, Leads, or custom objects

B. Custom objects can be assigned to a queue C. Records can be placed in a queue manually or via an assignment rule E. A list view is automatically created when a queue is created for Cases, Leads, or custom objects

What is true regarding auto-response rules? Pick two: A. Auto-response rules can create a task B. Different email templates can be used for different criteria C. Multiple case auto-response rules can be active at the same time D. Auto-response rules apply to cases and leads

B. Different email templates can be used for different criteria D. Auto-response rules apply to cases and leads

Cosmic Computers wants to help its support agents reduce the time spent on entering case details once the chat ends. Which Service Cloud Einstein feature can help with this? A. Einstein Reply Recommendations B. Einstein Case Wrap-Up C. Einstein Next Best Action D. Einstein Case Classification

B. Einstein Case Wrap-Up

Jim works for a company that has added 10 new fields to a custom object. Jim needs to modify existing records and add data for the new fields. Which set of steps should Jim follow? A. Export the records, delete the existing records, append the new data, insert new records B. Export the records, save a backup, append the new data, update records C. Export the records, append the new data, insert new records D. Export the data, save the records, append the new data, Insert new records

B. Export the records, save a backup, append the new data, update records

You would like all leads created via Web-to-Lead to be handled by the Contact Center Team. What can you set up to accomplish this? A. Workflow Rule B. Lead Assignment Rule C. Business Process Rule D. Auto Response Rule

B. Lead Assignment Rule

Which of the following can a case queue be used for? A. Manage distribution of leads B. Manage your support workload C. Manage distribution of custom object records D. Manage distribution of service contracts

B. Manage your support workload

A sales manager at Cosmic Circle Financial is on a leave of absence, and the sales cloud consultant has been asked to transfer the account records owned by him to another sales manager. Which of the following are transferred with account records by default using the mass transfer feature in Salesforce? Pick two: A. Completed activities assigned to the existing owner B. Open activities assigned to the existing owner C. Open cases that are owned by the existing owner D. Open opportunities that belong to the existing owner

B. Open activities assigned to the existing owner D. Open opportunities that belong to the existing owner

Which are true regarding how Salesforce supports the sales process? Pick three: A. Only contacts from the account related to the opportunity can be linked using contact roles B. Opportunity Teams can be used to allow a group of people working on a deal to be associated with an opportunity C. Team Selling can be used to attribute a percentage of success to influential campaigns D. Salesforce supports selling different items with different processes E. Salesforce features include leads, campaigns, products, price books, opportunities, and quotes

B. Opportunity Teams can be used to allow a group of people working on a deal to be associated with an opportunity D. Salesforce supports selling different items with different processes E. Salesforce features include leads, campaigns, products, price books, opportunities, and quotes

When a new lead is generated, an automated email notification should go to a sales user and a task should be created for the same user for follow-up. Which of the following should a Salesforce Administrator need to configure to achieve this? A. Visualforce page B. Record-triggered flow C. Apex trigger D. Formula fields

B. Record-triggered flow

A Bluesky Marketing manager would like to generate a list of contacts for a mailing list. What report format would be the most appropriate to use? A. Matrix B. Tabular C. Summary D. Mailing

B. Tabular

What is true regarding dashboards in Lightning Experience? Pick two: A. It is only possible to view the dashboard as the person who has created the dashboard. B. The person selected under 'View Dashboard As' determines what data is displayed in a dashboard. C. Dashboard viewers cannot choose whom they view the dashboard as. D. The 'View All Data' permission allows choosing any user in the organization to be a running user of the dashboard.

B. The person selected under 'View Dashboard As' determines what data is displayed in a dashboard. D. The 'View All Data' permission allows choosing any user in the organization to be a running user of the dashboard.

John needs a number of colleagues to have visibility and collaborate on a case related to an account he owns. What can John do to allow them to have access to the case record? Pick two: A. Set the organization-wide sharing default to 'Public Read-Only' B. Use manual sharing to grant access to each user C. Create a sharing rule D. Add the users to the case team

B. Use manual sharing to grant access to each user D. Add the users to the case team

The standard field called 'Account Site' is not required by the users of an organization. How can a Salesforce Administrator ensure that users would not be able to access this field when they view account records? Pick three: A. Delete the field from the Account object. B. Use the 'Field Accessibility' page in Setup to restrict the field's visibility. C. Change the field type. D. Remove the field from the page layout. E. Use field-level security to make the field hidden for all the profiles.

B. Use the 'Field Accessibility' page in Setup to restrict the field's visibility. D. Remove the field from the page layout. E. Use field-level security to make the field hidden for all the profiles.

A Salesforce Administrator using Lightning Experience needs to get a listing of all accounts in csv format. What options does the Salesforce Administrator have? Pick three: A. Run an account report and use the 'Save As' button B. Use the Data Export function C. Run an account report and use the 'Export' button D. Run an account report and use the 'Printable View' button E. Export account data using Data Loader

B. Use the Data Export function C. Run an account report and use the 'Export' button E. Export account data using Data Loader

What information is found under Support Information?

Business Hours Holidays

The marketing team of Northern Trail Outfitters created a Chatter Group to post campaign ideas and get feedback from select employees. What Chatter group configuration would be most appropriate to allow only the group owners and managers to post to the group? A. Access Type must be Private B. Access Type must be Public C. Broadcast Only must be enabled D. Post Sharing must be Group Owner or Managers Only

C. Broadcast Only must be enabled

The Marketing department would like to have a visual representation for tracking the lifecycle stages of campaign records with guidance similar to what Sales utilizes for Opportunities in Lightning Experience. How can the Salesforce Administrator help accomplish this? A. It cannot be accomplished. Only opportunities can have this visual representation B. Create a new picklist and modify the Campaign page in Lightning Experience C. Create a new picklist and a new path, then modify the Campaign page in Lightning Experience D. Create a new picklist, record type, and modify the Campaign page in Lightning Experience

C. Create a new picklist and a new path, then modify the Campaign page in Lightning Experience

An organization has a read-only opportunity sharing model. It also uses Enterprise Territory Management and has an active territory model with the following territories: Japan, United States, France, and Argentina. The VP of Sales would like the reps in Japan and France to have read/write access to the opportunities owned by reps in the United States. How can the Salesforce Administrator most efficiently configure the system to meet this requirement? A. Change the organization-wide default setting of opportunities to 'Public Read/Write' B. Ask United States reps to manually share their opportunities with the reps in Japan and France C. Create a sharing rule that shares the opportunities owned by US reps with a public group consisting of members in the Japan and France territories D. Create two sharing rules based on users assigned to territories

C. Create a sharing rule that shares the opportunities owned by US reps with a public group consisting of members in the Japan and France territories

Users should be able to create and edit tasks but not delete them. What can be done to accomplish this? A. Disable the 'Delete Tasks' permission for the user B. Disable the 'Edit Tasks' permission for the user C. Create a trigger on Tasks to prevent deletion D. Disable the 'Delete Activities' permission for the user

C. Create a trigger on Tasks to prevent deletion

Which two methods can be used together to reduce the time spent by sales representatives on entering information, increasing their productivity in Salesforce? Pick two: A. Use field history tracking to track field values on objects B. Define account hierarchies to organize accounts C. Create lookup relationship fields to other objects D. Create formula fields to auto-populate field values from related objects

C. Create lookup relationship fields to other objects D. Create formula fields to auto-populate field values from related objects

What is true regarding change sets? A. Change sets are always created in a sandbox organization and deployed in production B. Validating a change set must be done before deployment C. If a change set deployment fails, the entire transaction is rolled back D. If a change set deployment is successful, it can be rolled back as needed

C. If a change set deployment fails, the entire transaction is rolled back

A company wants to send a report to all employees on a daily basis. What is the simplest way to achieve this? A. Create a custom report based on a Visualforce page and write a trigger to send to all employees. B. Schedule the report t be sent daily to all roles. C. Schedule the report to be sent daily to a public group that contains all users D. Schedule the report and add all users

C. Schedule the report to be sent daily to a public group that contains all users

An administrator is setting up a new org for a company with over 300 employees that will require setup of several roles and profiles. Which statement regarding profiles and roles is correct? A. A profile controls what records a user can see in the application B. A role determines what parts of the application the user can access C. The role hierarchy determines record access in a private data sharing model D. The profile hierarchy determines record access in a read only sharing model

C. The role hierarchy determines record access in a private data sharing model

The Salesforce administrator of Cosmic Enterprises has set up a timedependent workflow rule that will send an email 30 days before a renewal is due. The evaluation criteria is set to 'Evaluate the rule when a record is created, and any time it's edited to subsequently meet criteria'. What will happen if the renewal date is changed? A. The workflow will still fire 30 days before the original date B. You cannot change the date if there is a pending workflow C. The workflow will fire 30 days before the adjusted date D. The workflow will not fire at all

C. The workflow will fire 30 days before the adjusted date

A Salesforce administrator is working in an org with multiple Validation, Escalation, Assignment, and Workflow rules. What is the correct sequence of of riles that are processed that the admin needs to keep in mind? A. Assignment rules, Workflow rules, Validation rules B. Escalation rules, Assignment rules, Workflow rules C. Validation rules, Assignment rules, Workflow rules D. Escalation rules, Validation rules, Workflow rules

C. Validation rules, Assignment rules, Workflow rules

What is true regarding the Security Health Check? Pick two: A. All settings contribute equally to the score B. A high score means there are many high risk settings C. Values are compared against the Salesforce baseline standard D. Settings are grouped into High Risk, Medium Risk, Low Risk, and Informational

C. Values are compared against the Salesforce baseline standard D. Settings are grouped into High Risk, Medium Risk, Low Risk, and Informational

A Sales manager would like to have an email alert sent to all the sales team members every time an opportunity with an amount greater than $75,000 is updated by a sales representative. The Salesforce Administrator is creating a workflow rule to meet the requirement. What should be the evaluation criteria of the workflow rule? A. When a record is created, and any time it's edited to subsequently meet criteria B. Every time a record is edited C. When a record is created, and every time it's edited D. When a record is created

C. When a record is created, and every time it's edited

What are the object permissions?

CRED Create Read/Write Edit Delete

In what order are company settings?

Company Information Financial Information Support Information

The custom object Job needs several custom fields added because of an HR request. What is true regarding custom fields? A. Custom fields can only be added to custom objects B. Once added, the field type of a custom field cannot be changed C. Once added, custom fields cannot be deleted D. Custom fields can be added to standard or custom objects

D. Custom fields can be added to standard or custom objects

What is true regarding the Data Export Service? A. A request must be sent to Salesforce to enable the Data Export service B. The Data Export service will export data from all records but not attachments C. The Data Export service can be set up to run daily D. Data will be exported in .csv format

D. Data will be exported in .csv format

Matt, a newly hired sales representative, wants to be able to create accounts quickly and auto-populate related fields on the record. Matt has requested the Salesforce Administrator to grant him access to the feature that allows him to do that. How can the Salesforce Administrator meet this requirement? A. Deactivate the validation rules for the Account object B. Enable the 'Account Auto Create' feature in the Account Settings in Setup C. Add macros to the utility bar and have Matt create macros that would automatically add new account records D. Enable the 'Automated Account Fields' feature to allow Matt to create account records quickly

D. Enable the 'Automated Account Fields' feature to allow Matt to create account records quickly

In an org with a large number of custom objects and custom fields, the Salesforce Administrator notices that there are many duplicate picklists. Which feature can help to eliminate duplicating sets of picklist values across fields and objects? A. Reusable Picklists B. Common Picklists C. Master Picklists D. Global Value Sets

D. Global Value Sets

As Leads are created in Salesforce, they should be allocated on an equal basis to each member of the sales team. How can this be configured in Salesforce? A. Using the standard auto-response rule functionality B. Using a trigger, as this cannot be done declaratively C. Using the standard assignment rules D. Using standard assignment rules, custom fields, and formulas

D. Using standard assignment rules, custom fields, and formulas

What are the differences between Data Import Wizard and Apex Data Loader?

Data import wizard Clean data, field names match SF field names Don't import too many records at a time -- limit of 50K Prevents duplicates Can trigger workflows Only supports, accounts & contacts, leads, solutions, campaign members or custom objects Data loader Supports all object Automatically triggers workflows Requires a download to use data loade r Dataloader.io Supports all objects Mulesoft tool Automatically triggers workflows Webbased tool, doesn't require a download

What does a profile define?

Every user must have a profile. Profiles define what a user can see within the organization

True or False: Permission sets can take away permissions

False Permission sets can only be used to grant additional permissions to users. You can't use a permission set to take away permissions

What access is provided within the field?

Field-Level Security Page Layout

What information is found under Financial Information?

Fiscal Year Currencies

What are the four types of sandboxes?

Full Partial Copy Developer Developer Pro

What is the refresh timeline for the four sandoxes?

Full - 29 days Partial Copy - 5 days Developer - Daily Developer Pro - Daily

Which sandboxes use data vs. metadata?

Full -- metadata and all data Partial copy -- metadata and sample data Developer -- metadata Developer Pro -- metadata

When do you use a full/partial copy sandbox vs. developer/developer pro sandbox?

Full and partial copies should be used for testing vs. developer/developer pro should be used for development and testing

Which two objects are related to Campaign Members?

Leads & contacts

What access is provided within the Object?

License CRED Permissions (via profile or permission set)

What is the difference between Lightning app builder and page layout editor?

Lightning app builder How the page looks Actions, activity tabs Page layout editor in setup Sections, where the fields are

Which type of field do administrators use when creating a junction object?

Master Detail is a custom field that is used when creating a junction object. The junction object allows a many-to-many relationship.

What information is found under Company Information?

Name and Address Primary Contact Default Locale Currency Locale Storage Used Licenses Available

What access is provided within the Record?

OWD (org wide default) Role Hierarchy Sharing Rules Teams and manual Sharing

Which objects have a pre-defined business process?

Opportunity: sales process Tracked at stage field Prospecting, qualifications, etc. within picklist Cases: support process Status field Leads: lead process Lead status fiel

Where you do assign page layouts?

Profile

What part of CRED must a user have in order to objects?

Read/Write

What feature allows a System Administrator to maintain the same field for two different teams?

Record types determine which business processes, page layouts, fields and picklist values a user can access and allow the admin to maintain the same field for two different teams.

What are the 3 exceptions to unlock access at the OWD (org wide default) level?

Role Hierarchy, sharing rules and teams and manual sharing

What is best practice before completing a mass delete?

Save a backup

Define the four report types?

Tabular: ordered set of fields in columns, with each row represents a record Summary: similar to tabular but allows you to group rows of data, view subtotals and create charts Matrix: allows you to group both rows and columns and are good for comparing related totals Joined: create multiple report blocks, with each block acting as it's own "sub report"

What actions are allowed in a workflow rule?

Task(s) Email Alert(s) Field updates(s) Outbound message(s)

What is the order to set access of an org?

The Organization Object Record Field

True or False: When creating a new custom field, you should select the object first then field

True

True or False: You must have Delete access at the object level in order to Delete a record that you are the record owner of

True Profiles must grant CRED at the object level in order to have access at the record level

What access is provided within the Organization?

Trusted IP Range Login IP Ranges Login Hours

How many external contacts can be added to a single email alert?

Up to 5 additional email addresses can be added to the Email Alert.

What is a benefit of entering Trusted IP Ranges in the Network Access section?

Users that log in within the network will not be required to verify their identity.

What is the order of execution when a user attempts to save a record?

Validation Rules Assignment Rules Auto-response rules Workflow rules processes Escalation Rules

Which should you do first when customizing an org: declarative or programmatic work?

You should always do declarative work first because it doesn't require any development/code work. Any declarative work done will always move forward with new SF releases

How many page layouts per profile, per object?

one page layout per profile, per object Record type allows you to bend this rule based on business needs Assign record type access to the profile to allow them to view both page layouts

What can a workflow rule do that process builder cannot?

sent outbound messages