Salesforce Admin Exam - Nanna new

Which of the following is true regarding Salesforce knowledge articles?

- Articles can be shared with a customer as PDFs - Articles can be attached to open or closed cases *With Salesforce Knowledge, agents can: a) Search for articles; b) Refine the results with filters or data categories; c) Review each article's title, summary, and properties; d) Depending on article permissions, edit, publish, archive, delete, follow, attach to the case, share articles via public URLs, or send as a PDF; e) Sort results; f) View statistic reporting; and g) Create an article when the answer is not in the knowledge base

An Approval Process begins when a record is?

- Automatically submitted for approval - Manually submitted for approval *An Approval Process begins when a record is manually 'submitted for approval' or automatically 'submitted for approval' through Process builder.

Which of the following is true regarding the lead conversation process?

- A contact is created if one with the same name is not found - An account is created if one with the same name is not found *When you convert a lead, Salesforce creates a new account, contact, and—optionally—an opportunity using the information from the lead. If there no account or contact exists with the names specified on the lead, then Salesforce will create one after the lead conversion.

Which of the following actions can a system administrator perform through the SalesforceA mobile application?

- Create a User - Freeze a User *You can use the SalesforceA mobile app to reset passwords, freeze users, edit users, manage permission sets, create new users, reassign licenses, unlock users, and activate and deactivate users.

Which of the following types of fields can't be used as the dependent fields in a field dependency?

- Custom checkbox - Standard picklist *Standard picklist and Checkbox fields can be controlling fields but not dependent fields. Custom picklist fields can be either controlling or dependent fields. Multi-select picklist can be dependent picklists but not a controlling field.

Which of the following types of communities does Salesforce offer?

- Customer - Partner *Communities are a great way to share information and collaborate with people who are crucial to your business processes, such as customers, partners, or employees. Communities are mainly divided into three types: Customers, Partners, and Employees.

A sales director at Gurukul on Cloud (GoC) would like to receive a notification in the Lightning Experience desktop when: (1) an Opportunity's amount is greater than $5M; and (2) its probability is at 60%. Which feature should a system administrator use to meet the requirement?

Process Builder *Process builder "Send customized notification" action can be used to alert (in Lightning Experience or the Salesforce mobile app) when an opportunity is updated with the amount greater than $5M, and its probability is at 60%.

When an owner-based sharing rule is being setup for case, a case record can be shared with of all the following except?

Queue *While specifying the users who get access to the data, it is not possible to select Queue (as there is no such option).

Which of the following objects doesn't support business processes?

Quote *Currently, Lead, Opportunity, Case, and Solution objects support the business processes.

A sales director at Gurukul on Cloud (GoC) wants an easy way to see a weekly opportunity report without logging in to Salesforce. How can a system administrator accomplish this requirement?

Schedule the report for weekly run and email distribution *Schedule a report to run daily, weekly, or on a monthly basis. An HTML version of the report can be sent by email to users in your organization.

When working on opportunities, sales reps at Gurukul on Cloud (GoC) want to understand how their colleagues have successfully managed other opportunities with similar products, while competing against the same competitors. Which feature should a system administrator use to facilitate this?

Similar Opportunities *Similar Opportunities allow users to find Closed/Won opportunities that match the attributes of an opportunity they are currently working on, so they can quickly access information that might help them close their open deals.

Adam Smith is working at Gurukul on Cloud (GoC) as a marketing rep. He would like to create a report which contains the email addresses of all open leads. Which type of report format would be most suitable to use?

Tabular *Tabular reports are the simplest and fastest way to look at your data. Similar to a spreadsheet, they consist of an ordered set of fields in columns, with each matching record listed in a row. While easy to set up, they can't be used to create groups of data and there are limits to how you can use them in dashboards. Consequently, they're often best used for tasks like generating a email list.

Gurukul on Cloud (GoC) wants to create a custom field on the lead object to capture the Social Security Number (SSN). They also want to make sure that all users can only see the last four digits of the SSN field. Which feature should a system administrator use to meet the requirements?

Text (Encrypted) *A Text (Encrypted) field allows users to enter any combination of letters and numbers and store them in encrypted form.

Which statement is true if Person Account is enabled in a Salesforce org?

The Person Account counts against both Account and Contact storage. *Person accounts are accounts that can also be used as contacts in many situations. Person accounts count against both account and contact storage because each person account consists of one account and one contact. Once Person Accounts is enabled, it can't be disabled.

A system administrator at Gurukul on Cloud (GoC) created a joined report to show an account with open opportunities. However, a sales manager would like to view the data on his dashboard. How can a system administrator accomplish this requirement?

Add a chart to the joined report, then add a report as a data source to dashboard component *Add a chart to join reports and later add the report as a data source to the dashboard component. It's not possible to add a join report as a data source to the dashboard component without having a chart added to it.

GoC CEO's personal assistant needs to view and report on sales revenue across the company. The system administrator has strict instructions from the company's CEO not to share any other data with his PA except sales. How can a system administrator meet this requirement if the Opportunity organization-wide default is set to private?

Grant 'View All' permission for opportunity 'View All' object permission grants users the ability to read/view all records associated with that object, regardless of sharing settings.

The administrator at Gurukul on Cloud (GoC) is planning to create a custom field to track field engineers (users) on a case record. What data type should be used to create this custom field?

Lookup relationship *Use the Lookup relationship with User object to achieve it. Both (case and user) are standard objects, so it is not possible to create a master-detail relationship between them, and the hierarchical relationship is only available for the user object.

A system administrator at Gurukul on Cloud (GoC) created a custom field named 'Fax number' on lead and contact objects. However, when a sales user converts the lead, the fax number from the lead record does not pass on to the fax number field on the contact record. How should the system administrator resolve the issue?

Map the lead custom field to contact customer field by navigating to Setup | Object Manager | Leads | Fields & Relationships | Map Lead Fields *The system automatically maps standard lead fields to account, contact, and opportunity fields. For custom lead fields a system administrator can specify how they map to custom account, contact, and opportunity fields by navigating to Setup | Object Manager | Leads | Fields & Relationships | Map Lead Fields.

Carolina Lopez, a Sales rep at Gurukul on Cloud (GoC), is leaving the company. Bryan Willams, who is also working at GoC as a System administrator, has a pending task to transfer 15 records of a custom object (which is currently owned by Carolina) to another rep. What is the best way to transfer the ownership?

Mass Transfer Wizard *Use the Mass Transfer tool to transfer multiple accounts, leads, service contracts, and custom objects from one user to another.

Which of the following objects do not have a many-to-many relationship between them?

Opportunity and Quote *Opportunity and Quote has a one-to-many relationship.

System administrator at Gurukul on Cloud (GoC) created a lookup relationship between college and student objects. But then the system administrator realized it should have been a master-detail relationship. What does the system administrator need to do to change the relationships?

Populate the college field on each and every student record, and then change the data type to the master-detail relationship field *You can convert a lookup relationship to a master-detail relationship, but only if the lookup field in all child records contains a value.

Which of the following objects are available when creating a custom report type?

- Define up to 4 object relationships - Define the object relationships and fields for a report *After creating a custom report type and choosing its object relationships, a system administrator can control the standard and custom fields a report can display when created or run from a custom report type. A custom report type can reference up to four object relationships for a report type.

Which of the following actions are not available when configuring a process using Process builder?

- Delete Records - Outbound Message *As of now Process builder doesn't support the Outbound message and Delete record actions.

Ricardo Amorim is working as a system administrator at GoC. Currently, he is setting up a new user named Anna Nyulun. What would be her auto-generated alias name?

anyul *A short name to identify the user on list pages, reports, and other pages where the entire name does not fit. When you create a user alias, a name is auto-generated based on first and last name. It takes the first character of the first name and first four characters of the last name. Up to 8 characters are allowed in this field.

Bryan Willams is working at Gurukul on Cloud (GoC). He forgot his Salesforce password. So, he attempted to reset it using the forgot password link on the login page. Which of the following is true about reset passwords?

- The link in the email can be used only once - The link in the email expires after 24 hours *The link that comes with the email containing instructions to reset your password can be used only once and expires after 24 hours.

Which User interface settings must be enabled to allow users to edit records directly from the list view, without leaving the page?

- Enable Enhanced Lists - Enable Inline Editing *To be able to mass edit records in Salesforce from the list views, you first need to ensure Inline Editing and Enhanced Lists are enabled in the setup area for your org.

A VP of Sales at Gurukul on Cloud (GoC) would like to get the chatter notification whenever opportunity stage is updated by Sales rep. How can a system administrator accomplish this?

- Enable chatter feed tracking for Opportunity object - Add VP of Sales to all opportunities as follower *To achieve the above business requirement, a system administrator has to perform these two activities: 1) Enable feed tracking for Opportunity object, and it's a field (Stage); and 2) Add VP of Sales to all opportunities as a follower, so whenever an opportunity stage is updated, he will get the feed tracking notification.

Which of the following editions allow system administrators to schedule a dashboard for future runs?

- Enterprise - Unlimited *Schedule dashboards to refresh them on a schedule that you set (daily, weekly, or monthly), and receive refreshed dashboard results by email. This feature is available in Enterprise, Performance, and Unlimited Editions.

Bryan Willams is working at Gurukul on Cloud (GoC) as a system administrator. He is planning to change the field type for the field, Lead Site, from text to picklist. Which of the following dependencies will stop him from changing the field type?

- If a custom field is referenced in validation rule - If a custom field is referenced in a workflow rule *When a text field is referenced in the validation rules or workflow rules, it is not possible to change their field type.

A VP of Sales at Gurukul on Cloud (GoC) wants to send a contract to their customers via an email. In addition to this, s/he also wants to allow customers to digitally sign it. How should an administrator meet this requirement? VP of Sales at Gurukul on Cloud (GoC) wants to send a contract to their customers via an email. In addition to this, s/he also wants to allow customers to digitally sign it. How should an administrator meet this requirement?

- Install and use a solution from the AppExchange which allows a digital signature - Install and use a solution from the AppExchange which generates a pdf file *Out-of-the-box Salesforce doesn't have a digital signature feature with the contract, so one must use an AppExchange app such as DocuSign, CongaSign, and pandaDocs to achieve it.

Which of the following statements are true about creating an open task - irrespective of the Salesforce Classic or Lightning Experience interface?

- Open activities related list on a record - Chatter Feed *Tasks can be created from 'Open activities related list on a record' or using 'Chatter feed'.

When an inside sales team member converts a lead, which records are automatically created to store the information from the lead record?

- Opportunity - Account *When you convert a lead, Salesforce creates a new account, contact, and—optionally—an opportunity using the information from the lead. Salesforce moves any campaign members to the new contacts, and the leads become read-only.

GoC is currently setting up a service cloud to provide better support to their customers. When case assignment rules are being setup, cases can be assigned to whom?

- Queue - User *A case assignment rule can be used to assign a case to a User or Queue if it matches the condition. Specified users cannot be marked "inactive," and they must have "Read" permission on leads or cases.

What type of record access can a system administrator grant via a criteria-based sharing rule?

- Read Only - Read/Write *A criteria-based sharing rule determines with whom to share records based on field values. For example, you have a custom object for Student, with a custom picklist field named "status." A criteria-based sharing rule could share all students in which the status field is set to "Active" with all teachers in your organization.

Bryan Willams is working at Gurukul on Cloud (GoC) as a system administrator. What does he need to understand before configuring workflow rules?

- Rules run can be evaluated when a record is edited - Rules can be evaluated when a record is created *Workflow rules can be triggered any time a record is saved/edited or created, depending on your rule criteria. It doesn't trigger when a record is deleted to restored.

What permissions can be set on a user's profile?

- Set password policies - Hide Option to switch to Salesforce Classic - View Encrypted Data *A profile in Salesforce is a group/collection of settings and permissions that define what a user can do in Salesforce. A profile controls Object permissions, Field permissions, Administrative permissions, General permissions, App settings, Apex class access, Visualforce Page access, Control Login hours, and Login IP ranges.

A system administrator at GoC created a custom field 'Lead Site' (data type Text) on the lead object. However, inside sales users are unable to see the field when creating a new lead or viewing existing lead records - the lead object doesn't have any record types. What is the possible reason for this?

- The field level security is not setup correctly for inside sales users' profiles - The field is not added to the page layout *When a field is not visible to an end user check two things first: 1) Field-level security for the user's profile; and 2) Make sure that field is added to the correct page layouts.

Which of the following is true about freezing a user?

- Use this option if a user is referenced in a custom hierarchy field - It can be used to temporarily block user access *In some cases, you can't immediately deactivate an account, such as when a user is selected in a custom hierarchy field. To prevent users from logging in to your organization while you perform the steps to deactivate them, you can freeze user accounts. Freezing user accounts doesn't make their user licenses available for use in your organization. To make their user licenses available, deactivate the accounts.

Which of the following situations can trigger an auto-response rule?

- Web-to-case - Email-to-case *An auto-response rule is a set of conditions for sending automatic email responses to lead or case submissions based on the attributes of the submitted record. Applicable leads include those captured through a Web-to-Lead form. Applicable cases include those submitted through a Self-Service, Customer, Web-to-Case, and Email-to-Case portal.

Which of the following statements are true regarding an approval process?

- When a record is submitted for approval, it gets locked to prevent users from editing - The approval history related list can be used to track the process *By default, when a record is submitted for approval, it gets locked to prevent users from editing. Use an approval history related list to track the process. Only a submitter is allowed to recall the record from approval request.

How many standard price books can an organization have?

1 *An organization can have one and only one standard price book.

How many previous passwords can a system administrator enforce at an org level?

24 passwords remembered *Save users' previous passwords so that they must use a new, unique password when changing passwords. The default is three passwords remembered. You can choose to remember a maximum of 24 passwords.

Bryan Willams is working at Gurukul on Cloud (GoC) as a system administrator. He created a custom action to quickly update lead status. Which of the following features should a system administrator use to grant custom action access to users in Lightning Experience?

Add custom action to the 'Salesforce Mobile and Lightning Experience Actions' section of the lead page layout *You can add, remove, or reorder the actions on the lead record page (Lightning Experience) from the Salesforce Mobile and Lightning Experience Actions section of the lead page layout.

Which of the following file types are supported by Data Loader?

CSV *When importing data, Data Loader reads, extracts, and loads data from comma-separated values (CSV) files or a database connection. When exporting data, it outputs CSV files.

A director of product support at Gurukul on Cloud (GoC) wants a support process to track new, working, on-hold and closed cases for product inquiries. What do support processes control for the case object?

Case Status *Business processes allow you to display different picklist values and page layouts for users based on their profile. Create different support processes that include some or all of the picklist values available for the case Status field.

Where can an administrator change the organization name, division, default locale, default language and default time zone?

Company Information *As a system administrator, you can use the Company Information page to manage information about your company.

Bryan Williams, a system administrator at Gurukul on Cloud (GoC), has to meet the following requirement - send a thank you email to case's contact on cases that are generated through web-to-case. What does the system administrator need to configure to meet this requirement?

Create a case auto-response rule *An auto-response rule is used to send an initial response to the contact who created a case or the person who submitted the lead on the Web. It runs when a case or lead is created, and it sends an email to contact a case or the person who submitted the lead on the Web. It sends the email based on the first rule entry criteria it matches in a sequence of rule entries.

A system administrator at GoC received the following requirement - if a case origin is email, and it didn't close after 96 hours, then assign the case to the Tier 2 Queue. What does the system administrator need to configure to meet this requirement?

Create a case escalation rule *An escalation rule automatically reroutes a case and can notify a user if the case remains open after a certain period of time has passed.

The marketing team at Gurukul on Cloud (GoC) creates and distributes leads to different sales teams for qualification. What feature should an administrator use to automate this process?

Create an assignment rule on lead *An assignment rule in Salesforce is used to define to whom the lead is assigned based on the specified criteria.

Gurukul on Cloud (GoC) has three sales teams that are working with different industries. The three teams have their own sales processes. How can a system administrator configure Salesforce so that the teams will have different stages based on their sales processes?

Create three different sales processes on Opportunity *Create different sales processes that include some or all of the picklist values available for the opportunity Stage field.

Donna Serdula, a Marketing rep at Gurukul on Cloud (GoC), received a requirement to import Campaign members. What tool can she use to bypass Workflow and Process Builder while importing the campaign members?

Data Import Wizard *The Data Import Wizard makes it easy to import data for many standard Salesforce objects, including accounts, contacts, leads, solutions, campaign members, and person accounts. You can also import data for custom objects. You can import up to 50,000 records at a time. It also allows you to specify whether to trigger workflow rules and processes when importing records via Data Import Wizard.

Gurukul on Cloud (GoC) wants to do a one-time export of all Leads, including the Lead records that were deleted and reside in the recycle bin. Which tool can a System administrator use to meet the requirement?

Data Loader *In the Data Loader use Export All feature/button - If you want to export archived lead records and soft-deleted lead records (including lead records present in Recycle Bin).

Bryan Williams is working at GoC as a system administrator. He is importing data through Data Loader. What will happen if a few of the records do not pass the validation rule criteria?

Data loader will only process the records that pass the validation rule criteria *While importing the data, if Data Loader encounters a validation rule error for a few records, then it will not process such records.

For security reasons, upper management at Gurukul on Cloud (GoC) wants to make sure that their employees only access Salesforce from the company's network. How can a system administrator meet this requirement?

Define Login IP Ranges for all profiles *You can restrict the range of IP addresses from which users can log in and access Salesforce. If IP address restrictions are defined for a user's profile and a login originates from an unknown IP address, Salesforce does not allow the user to log in. These restrictions help protect your data from unauthorized access and phishing attacks.

At Gurukul on Cloud (GoC), Lead Object's organization-wide default is set to public read only. However, marketing users are complaining that the report (grouped by Industry) returns too many rows, which is making it a challenge to analyze it. How should the system administrator resolve this issue?

Filter the report data, thereby reducing the number of records returned *Use filters to limit the data return by report.

Bryan Willams is working at Gurukul on Cloud (GoC) as a marketing rep. He found that his colleague, Jessica MacMahan, another marketing rep, has the ability to create a new campaign. The system administrator had verified that both users have the same profile and Permission Sets assigned to them. How should the system administrator resolve the issue for Bryan?

Grant a 'Marketing user' feature license to Bryan on his user record detail page *To create and manage campaigns, users must have the Marketing User checkbox selected on their personal information page and the appropriate user permissions, as well as sharing access to the campaign.

System administrator at Gurukul on Cloud (GoC) created a new record type for lead. However, inside sales users do not see an option to choose the new record type when creating new lead records. What could be the possible reasons for this behavior?

The record type has not been added to the inside sales user profile *While creating new record types, select the Enable for Profile check-box to make the new record type available to a profile. Users assigned to this profile will be able to create records of this record type or assign this record type to the existing records. The system administrator can update these settings from the profile.

Bryan Willams is working at Gurukul on Cloud (GoC) and reported to the local system administrator an error message he encountered when attempting to login. The administrator checked his login history, but was unable to find any attempted login. What could be the possible reasons for not being able to find the login attempts?

The user is attempting to log in using a wrong username *When looking at the login history, you can see that there are no login attempts registered against Bryan's user, since the user is trying to log in using a wrong username. When a username is incorrect or doesn't match with Bryan's username, Salesforce is unable to capture anything.

Which of the following is the correct order of execution for processing when a record is created or edited?

Validation rules, Assignment rules, Workflow rules

Gurukul on Cloud (GoC) uses a custom field on the Opportunity object to capture the customer's portfolio review cycle (a drop-down field). A sales manager wants to display the customer's portfolio review cycle on the Account. Assuming Account and Opportunity has a one-to-one relationship in place,which feature should an Administrator use to meet the requirement?

Workflow field update on Opportunity object *A workflow rule on an opportunity (child) can update the field on account (parent) based on the criteria, whereas a cross-object formula field is used to display a field from parent to child.