SF Admin Beginner

What two objects can be related to campaign members?

Leads Contacts

One-to-many

Relationship with many child objects but one Parent Object. (Example: Many metro cities are associated with one country.) This kind of relationship is represented in four different forms: * Master-detail * LookUp (loosely coupled relationship) * Self * Hierarchical

What is a List View in Salesforce Lightning? A. A list of reports you need to view. B. A list of records on an object tab that has been filtered to show only records that meet certain criteria. C. A list of leads that needs to be uploaded.

B. A list of records on an object tab that has been filtered to show only records that meet certain criteria.

What does the navigation bar in Salesforce allow users to do? A. See all standard objects in their organization. B. Access objects and items included in the app they're currently using. C. Customize important pages in Salesforce. D. See all custom objects in their organization.

B. Access objects and items included in the app they're currently using.

Ursa Major Solar has created an automated approval process to quickly communicated and improve their customer service. What are two final approval actions in an approval process? A. Create a Chatter post. B. Add an email alert. C. Send an outbound message. D. Call Apex.

B. Add an email alert. C. Send an outbound message.

The second stage in the setup process for Service Cloud is to: A. Add all case management features. B. Add channels so that your team can respond to customers. C. Set up queues, escalation rules, and auto-response rules. D. Set up knowledge base or artificial features.

B. Add channels so that your team can respond to customers.

What are you NOT able to do when configuring an opportunity stage? A. Set additional fields to appear when the stage shows. B. Change the object associated with this stage. C. Attach an image to the guidance for success section. D. Modify the text of the guidance for success section

B. Change the object associated with this stage.

The license options for a new user include Salesforce and _____. A. Predefined profile. B. Chatter Free. C. Predefined Role. D. Read Only.

B. Chatter Free.

Which key topics are covered in the Data Management section of the Administrator Certification exam? A. Permission sets, objects, and CSV files. B. Data loader, Data Import wizard, and external IDs. C. Record IDs, IP restrictions, data quality. D. Network settings, and data export service, field mapping.

B. Data loader, Data Import wizard, and external IDs.

Premade profiles cannot be _____. A. Upgraded B. Deleted C. Edited D. Cloned

B. Deleted

How do you create a campaign hierarchy? A. Click the Hierarchy option on the campaign record. B. Enter a campaign name in the Parent Campaign field on a campaign record. C. Create the hierarchy in Setup. D. Create a hierarchy record and then add campaigns to the record.

B. Enter a campaign name in the Parent Campaign field on a campaign record.

When creating an email template, what is NOT offered as a merge field section? A. Sender B. Format C. Recipient D. Organization

B. Format

A certain user on your team, who is also the default case owner in Salesforce, has just quit. What is the first action you should take in Salesforce? A. No action is necessary. B. Freeze the user. C. Deactivate the user. D. Delete the user.

B. Freeze the user.

What is a Salesforce MVP? A. A Salesforce employee who leads a Trailblazer Community Group. B. Someone who told their #MyTrailblazerStory story at a Salesforce conference. C. A Trailblazer nominated by their peers who shows exemplary expertise, leadership, and generosity in the Community. D. A Trailblazer who has answered more questions than anyone else in the Community.

C. A Trailblazer nominated by their peers who shows exemplary expertise, leadership, and generosity in the Community.

What is a recommended way to efficiently view upcoming or overdue tasks? A. Navigate to all Account records and view tasks for each customer. B. Search for your tasks in Global Search. C. Change the Task List View to Kanban view.

C. Change the Task List View to Kanban view.

Universal Containers needs to track the Manufacturer and Model for specific car companies. How can the system administrator ensure that the selected Manufacturer provides the values available for the Model? Choose one answer A. Create the Manufacturer field as a dependent picklist and the Model as a controlling picklist. B. Create a lookup field from the Manufacturer object to the Model object. C. Create the Manufacturer field as a controlling picklist and the Model as a dependent picklist. D. Create a multi-select picklist field that includes both Manufacturers and Models.

C. Create the Manufacturer field as a controlling picklist and the Model as a dependent picklist.

Which key topics are covered in the Workflow and Automation section of the Administrator Certification exam? A. List views, process builder. B. Opportunities, Chatter activity. C. Creating workflows, approval processes. D. Approval processes, Salesforce Knowledge.

C. Creating workflows, approval processes.

How do superbadges relate to the Trailhead Credential and Certification Program? A. As with certification exams, superbadges are part of the Trailhead Credential and Certification Program. B. Superbadges can be a great way - but not a guaranteed way - to prepare for some certification exams. C. Superbadges are skills-based credentials that help Trailblazers demonstrate their skills and supercharge their career journeys. D. All of the above.

D. All of the above.

What are possible consequences of violations of the Trailhead Certification Agreement? A. Credentials can be revoked from a Trialblazer's profile. B. Trailblazers could be removed from the credentialing program. C. Violations can, in some cases, be reported to employers. D. All of the above.

D. All of the above.

What type of split do you use to credit a supporting team member who wasn't directly responsible for the revenue on an opportunity? A. None. B. A revenue split. C. A support split. D. An overlay split.

D. An overlay split.

With multicurrency setup and currencies added to your company settings, users can: A. Access current conversion rates. B. Become more effective international spies. C. Deactivate the corporate currency. D. Select a personal currency.

D. Select a personal currency.

Assignment Rules

Define conditions that determine how leads or cases are processed.

Case Escalation Rules

Escalation rules automatically escalate cases when the case meets the criteria defined in the rule entry.

Ursa Major Solar has inconsistent data in its 20,000 existing accounts and asked the system administrator to convert all of the standard country fields to ISO codes. Which method should the system administrator use?

Mass update addresses

Custom Objects

Objects that you create to store information that's specific to your company or industry.

Custom fields in the Lead object can be mapped to what objects?

Opportunity Account Contact

Ursa Major Solar has a renewals sales team that uses the Opportunity object. The team wants to use many of the same picklist fields that are already defined, but needs unique picklist values. What feature allows an administrator to maintain the same field for two different teams?

Record types

Ursa Major Solar has a sales team focused on renewals. The team uses many of the same Opportunity fields as other teams, but needs different Stage values. What should the administrator update to support this requirement?

Stage Selected Values in the Sales Processes.

A system administrator cannot share a report folder. What is a possible reason?

The folder is private.

How long is the data stored in the Recycle Bin?

Up to 15 days

Support representatives at Ursa Major Solar want the same technical engineer group to be associated with each new case. What should a system administrator define to implement this requirement?

A case assignment rule to associate the case team.

Roll-up Summary Field

A custom object field that calculates values from related records or the records or the records in a related list. Create to display a value in a master record based on the values of fields in a detail record. Roll-up summary can be defined on Master-Detail relationship only.

List View

A list of records that meet specific filter criteria.

Permission Set

A permission set is a collection of settings and permissions that give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend users' functional access without changing their profiles.

Formula Field

A read-only field whose value is evaluated from the formula or expression defined by us. You can define formula field on both standard and custom objects. Any change in expression or formula automatically updates the value of formula field. You can define formula field for 7 types: * Number * Currency * Percent * Date * Date / Time * Checkbox * Text

Data Import Wizard

A tool to import data for many standard Salesforce objects, including accounts, contacts, leads, solutions, campaign members, and person accounts. Can also import data for custom objects. Can import up to 50,000 records at a time.

User License

A user license determines the baseline of features that the user can access. Every user must have exactly one user license. You assign user permissions for data access through a profile and optionally one or more permission sets.

When you enable caching in offline settings, what type of record are you able to view when you're offline? A. A record you have looked at before. B. Deleted records. C. Any record. D. New records.

A. A record you have looked at before.

What are you not able to associate a case with? A. A role. B. A priority. C. A contact. D. An account.

A. A role.

How does a test drive differ from a free trial? A. A test drive uses a read-only org, while a free trial uses a writeable org. B. Test drives include sample data, but free trials don't. C. A test drive is available on every listing, but a free trial may not be. D. To start a test drive, you contact the provider, but to start a free trial, you click Get It Now on the listing.

A. A test drive uses a read-only org, while a free trial uses a writeable org.

What is myTrailhead? A. A way to close the skills gap at your company. B. The Trailhead home page. C. The unique link to your Trailblazer.me profile. D. The Trailhead mobile app.

A. A way to close the skills gap at your company.

The sales operations team at Ursa Major Solar needs to import and export accounts, contacts, opportunities, and orders. Which two profile permissions do the sales operation team need to be able to perform this task? A. API Enabled B. Modify All for those objects C. View All Data D. Weekly Data Export

A. API Enabled B. Modify All for those objects

Which statement about AppExchange apps is wrong? A. All apps involve a fee. B. The apps list can be filtered to match your edition. C. Apps may change the overall system. D. Apps can be provided by third-party vendors.

A. All apps involve a fee.

On the Home page, the Assistant feature show what type of information? A. All of these answers. B. Opportunities with a close date past-due. C. Leads assigned to me today. D. opportunities that have no open activities.

A. All of these answers.

A profile-based rollout of Chatter: A. Allows you to control access to Chatter using profiles or permission sets. B. Allows individual users to turn chatter on or off. C. Isn't possible in Salesforce. D. Is only available using permission sets only.

A. Allows you to control access to Chatter using profiles or permission sets.

What is the Service Cloud? A. An easy-to-use customer service application. B. A customer service application for Lightning. C. A console available on the Salesforce platform. D. A feed to track customers in Lightning.

A. An easy-to-use customer service application.

The Search feature in Salesforce will continue to learn your behaviors and preferences over time. Why is this important to know? A. As a new user, search results may not automatically display results for objects you have not accessed yet. B. You will always see recently viewed records so Search will not work for you. C. As a new user you will not see any results.

A. As a new user, search results may not automatically display results for objects you have not accessed yet.

How many campaign member statuses can count as a member response? A. As many as you need. B. 1 C. 2 D. 5

A. As many as you need.

Ursa Major Solar's newest product line has just been announced. The web form on the Ursa Major Solar website is generating a log of leads where prospects have indicated interest in particular products. These leads are imported directly into Salesforce automatically. Which two features should the system administrator use to assign ownership of a Lead to the appropriate product team using the custom Lead field Product Interest? A. Assignment Rules B. Escalation Rules C. Lead Teams D. Queues

A. Assignment Rules D. Queues

A sales team member at Ursa Major Solar wants to view information related to one of their accounts to have a 360-degree view of the customer. Which two standard objects are related to account records? (Choose two answers) A. Cases B. Campaigns C. Opportunities D. Leads

A. Cases C. Opportunities

A new employee is trying to login to Salesforce, but is having trouble and getting login error messages. He reaches out to the Salesforce admin for help. What should the administrator do first to troubleshoot login error messages? A. Check the user's login history related list on the user record. B. Review entries in the Setup Audit Trail. C. Log in as the user to view the error message. D. Search the debug log for the error message.

A. Check the user's login history related list on the user record.

What is an example of information that is tracked on an Opportunity? A. Close date, Lead Source, Account Name. B. Mobile number of the legal team for contract negotiations. C. Opportunity creation date.

A. Close date, Lead Source, Account Name.

The administrator updated the sales operation team's project record page with new fields and dynamic components. However, when they refreshed the page the changes are missing. What should the administrator troubleshoot to ensure the changes are implemented? A. Confirm the page is activated in the Lightning App Builder. B. Create a permission set to grant access to the Project object. C. Add the page to the App Launcher. D. Review the component visibility filters.

A. Confirm the page is activated in the Lightning App Builder.

Which access option is NOT offered under standard object permissions? A. Copy B. Create C. Edit D. Read

A. Copy

The sales managers at Ursa Major Solar want opportunities that have not been updated in the past 30 days to automatically be flagged. How should an administrator implement this requirement? A. Create a formula field to calculate the time since last update and display an image of a red flag if it meets the defined criteria. B. Add a formula to default value of the Last Modified Date field to turn the text red if the record meets the criteria. C. Add a formula to the default value of the opportunity name field to turn the background red if the record meets the criteria. D. Create a formula field to show the Last Login date of the owner and display an alert message if it meets the defined criteria.

A. Create a formula field to calculate the time since last update and display an image of a red flag if it meets the defined criteria.

Ursa Major Solar wants to track invoice payments on an opportunity related list. Only the finance team should see this related list. But, all users should be able to view Invoice Payment reports. How should the administrator implement this requirement? A. Create a new page layout and profile for the finance team. B. Set the Invoice Payment org-wide sharing settings to private. C. Build an invoice payment report with a running user of finance. D. Grant finance access only to the Invoice Payment object.

A. Create a new page layout and profile for the finance team.

Ursa Major Solar is implementing Salesforce within its organization. All users at Ursa Major Solar have been loaded into the system, but a small group of users have been identified to be the test users before full company adoption. These test users provide feedback via Chatter to ensure all features and tools are adjusted to work for the company-wide deployment. Which two actions allow the system administrator to limit Chatter access during rollout to a subset of Salesforce users? A. Create a permission set with the Enable Chatter permission for the subset of users. B. Add the subset of users tot he company-wide Chatter group. C. Edit a profile to Enable Chatter for the subset of users. D. Create an email invitation for the subset of users.

A. Create a permission set with the Enable Chatter permission for the subset of users. C. Edit a profile to Enable Chatter for the subset of users.

Ursa Major Solar has created a new product line of solar panels with a special sales team to sell these products. The sales process for the new line is more complex than the current sales process and requires additional stages to the sales path. How should the system administrator configure Salesforce to ensure only the appropriate stages are visible based on the product line? A. Create a sales process and Opportunity type for each product line. B. Create a validation rule to display the appropriate stages based on product line. C. Create new forecast categories and assign the new stage picklist values to those categories. D. Create a validation rule to display the appropriate stages based on the user's role.

A. Create a sales process and Opportunity type for each product line.

What characterizes a master-detail relationship between objects? A. Deleting the master record deletes all its detail records. B. Deleting the master record retains all its detail records. C. A detail record can relate to many master records. D. A master record can only have one detail records.

A. Deleting the master record deletes all its detail records.

The VP of sales has changed the naming convention for opportunities to make it more uniform across the company. The Sales manager wants to update multiple opportunity names for his sales team in Europe using his "Team Europe" list view in Salesforce. Which two user interface settings should be used to allow users, with all required profile permissions, to edit records in List Views? A. Enable Inline Editing. B. Enable Enhanced Lists. C. Enable Enhanced Page Layout Editor. D. Enable Enhanced Profile List Views.

A. Enable Inline Editing. B. Enable Enhanced Lists.

A new hire at Ursa Major Solar has joined the customer service team to interact with customers and handle cases. This user needs access to the Service Console to manage the cases and customer information. What should an administrator do to assign a Service Cloud user license to a new user? A. Enable Service Cloud User on the user record detail page. B. Clone the Sample Console and assign it to the user. C. Create a new permission set license assignment. D. Enable Service Console in Support Settings.

A. Enable Service Cloud User on the user record detail page.

Which declarative tool would you use for the following use case? Guide customers through the process of troubleshooting issues with your product. A. Flow Builder B. Approvals. C. Apex

A. Flow Builder

Which declarative tool would you use for the following use case? When the Annual Revenue field exceeds $500,000 on an account, automatically update the Customer Priority field to High. A. Flow Builder B. Approvals C. Apex

A. Flow Builder

Where does a detail page button appear? A. In the action menu in the highlights panel. B. In the related lists within a page layout. C. In the main menu on the top hierarchy. D. In the links section of the record page.

A. In the action menu in the highlights panel.

Which Salesforce cloud offers an event processing engine that connects to devices without programming code? A. Internet of Things B. Community C. App D. Analytics

A. Internet of Things

Duplicate Management helps sales reps: A. Know when they're creating a potential duplicate record. B. Add a prospect as both a lead and a contact simultaneously. C. Merge a contact with a case. D. A and B. E. A and C.

A. Know when they're creating a potential duplicate record.

The marketing manager at Ursa Major Solar wants to run a marketing campaign for their upcoming event called the Ray-a-thon. The manager wants to capture as much information as possible from the campaign in Salesforce. Which three objects have a relationship with a Campaign? (Choose three answers) A. Lead B. Contact C. Account D. Opportunity E. Contact Role

A. Lead B. Contact D. Opportunity

What should the system administrator do when users are unable to find a custom report type? A. Make sure the new report type is deployed. B. Make sure the user profile includes the report type. C. Add the new report type to the related objects. D. Add a button for the new report type to the Report Builder.

A. Make sure the new report type is deployed.

What will the search term "m*k" match on? A. Mick B. Mikail C. Mickey D. Mike

A. Mick

An account can have _____ contact(s), and a contact can be affiliated with _____ business account(s). A. No or many; no or one. B. Exactly one; exactly one. C. One or more; exactly one. D. No or many; up to two.

A. No or many; no or one.

Salesforce organizes your data into: A. Objects and records, like tabs and rows on a spreadsheet. B. Objects and fields, like columns on a spreadsheet. C. Fields and records, like different databases. D. Objects and spreadsheets, like columns in a database.

A. Objects and records, like tabs and rows on a spreadsheet.

Why are objects useful? A. Objects capture distinct sets of data that connect to other sets of data through object relationships. B. Objects do not exist until you create them. C. Objects allow users to approve invoices. D. Objects are the same a data models.

A. Objects capture distinct sets of data that connect to other sets of data through object relationships.

Sales representatives at Ursa Major Solar are working on opportunities and need to see how their colleagues have effectively managed other opportunities with comparable products, competing against the same competitors. Which two features should an administrator use to allow for this? A. Opportunity Dashboard B. Chatter Groups C. Opportunity update reminders D. Big deal alerts.

A. Opportunity Dashboard B. Chatter Groups

Which password practice creates the most risk for compromising an account? A. Password reuse. B. Requiring a minimum password length of 8 characters. C. Using an English-language word or series of words in the password. D. Using a mix of upper and lower characters and number.

A. Password reuse.

Which Salesforce edition does NOT offer API access? A. Professional B. Unlimited C. Enterprise D. Developer

A. Professional

What is the best order to seek help, if a Trailblazer is stuck on a certain challenge? A. Read the Salesforce Help article for the superbadge, review all relevant Salesforce Help documentation, log a case. B. Log a case, look for answers in the Trailblazer Community, read the Salesforce Help article for the superbadge. C. Look for answers in the Trailblazer Community, log a case, read the Salesforce Help article for the superbadge. D. Look for answers in the Trailblazer Community, read the Salesforce Help article for the superbadge, log a case.

A. Read the Salesforce Help article for the superbadge, review all relevant Salesforce Help documentation, log a case.

A user's profile can be affected by which three settings? A. Record type assignment. B. Security at the field-level. C. Assigned apps. D. Feature license assignment. E. Locale Settings.

A. Record type assignment. B. Security at the field-level. C. Assigned apps.

What is the name of the visual element that implements the sales path in a lead page? A. Ribbon B. Highlights panel C. Tab D. Related list

A. Ribbon

How can controlling duplicate records help admins? A. Sales teams trust that you manage your CRM system with their success in mind. B. You don't worry about sending alerts to duplicate email addresses for your sales reps. C. You don't run the risk of adding Salesforce users more than one time. D. Studies show that admins without duplicate records sleep better.

A. Sales teams trust that you manage your CRM system with their success in mind.

A finance user with the View All Data permission enabled sees no opportunities when opening a sales pipeline report. However, a sales rep sees opportunities as expected. Opportunities should be visible to only those with permissions. Which two actions should the administrator perform to ensure that the finance user see opportunities in the pipeline report? A. Select Save Hierarchy Level on the pipeline report. B. Create a new report formula on the pipeline report. C. Update the report filter to show all Opportunities. D. Change the org-wide opportunity sharing default to Public Read.

A. Select Save Hierarchy Level on the pipeline report. C. Update the report filter to show all Opportunities.

To update a customer case with a comment: A. Select a case from the Cases tab, and share a post. B. Create a case and contact, then click Save. C. Click the Comment on Case icon. D. Select a case from the Cases tab, and click Update.

A. Select a case from the Cases tab, and share a post.

A Chatter launch plan: A. Should include advertising and explaining Chatter to your users so they get excited about what's coming. B. Doesn't require communicating with your users since Chatter is so intuitive and easy to use. C. Should use a launch date during busy times to ensure quick adoption. D. Isn't needed.

A. Should include advertising and explaining Chatter to your users so they get excited about what's coming.

Ursa Major Solar is looking to reduce support costs by allowing customers to work together to answer one another's questions and solve problems. Which feature should a Salesforce administrator use to allow its customers to interact with each other and share best practices? A. Sites using Experience Cloud (formerly Communities) B. Campaigns C. Omni-channel D. Mass emails

A. Sites using Experience Cloud (formerly Communities)

Why is it recommended that you use a personal email address to sign up for a practice version of Salesforce? A. So you have access to your practice org regardless of your employer. B. Because work email addresses are never allowed in Salesforce. C. To hide any mistakes you make while learning.

A. So you have access to your practice org regardless of your employer.

How many settings changes can you view directly within Setup (without downloading history)? A. The 20 most recent changes. B. The past 5-180 days of changes. C. The 20-180 most recent changes. D. The past 180 days of changes.

A. The 20 most recent changes.

Nikkola wants to set her own regional language to be different from the default company language. If she changes this, what will she see? A. The entire Salesforce interface will switch to her chosen language. B. The language will remain the company's language. C. The top Salesforce menu will switch to the new language, but everything else will remain with the company's language. D. Changing a language for a user is not offered by Salesforce.

A. The entire Salesforce interface will switch to her chosen language.

Which two should a system administrator consider before importing a set of records into Salesforce? Choose two answers A. The import file should include a record owner for each record. B. Currency field values will default to the personal currency of the record owner. C. Data should be de-duplicated in the import file prior to import. D. Validation rules are not triggered when importing data using the import wizard.

A. The import file should include a record owner for each record. C. Data should be de-duplicated in the import file prior to import.

The administrator is asked to deactivate the Salesforce user account for an employee who has recently left the company. When a user account is deactivated, what happens to the associated license? A. The license becomes available for reassignment. B. The license is deleted. C. The license is removed from the billable licenses for the organization. D. The license is automatically assigned to another user.

A. The license becomes available for reassignment.

What happens after you reset a user's password? A. The user gets a link to reset the password. B. The user needs to call you to get the new password. C. The user needs to reset the password on next login. D. The user needs to recreate the account.

A. The user gets a link to reset the password.

What are role hierarchies used for? A. To give managers access to all subordinate data. B. To permit logins from certain locations. C. To control access to certain fields based on their sensitivity. D. To control when users can access the system in general.

A. To give managers access to all subordinate data.

You want to add a new custom button on the opportunities list under an account. Where should this button be created? A. Under the Opportunities object. B. Under the Opportunity page layout. C. Under the Users object. D. Under the Accounts object.

A. Under the Opportunities object.

The administrator at Universal Containers is creating a flow with several steps. How can the administrator check their work as they are developing the flow? A. Use the Debug tool in the flow builder. B. Perform the same steps manually via the UI. C. Use debug logs found in Setup. D. Use debug logs in the Developer Console.

A. Use the Debug tool in the flow builder.

Ursa Major Solar, a medium-size, Southwest-based supplier of solar components and systems, is growing internationally. An administrator receives details of a new hire in the Tokyo office who requires access to the Salesforce organization. Which two requirements should the administrator consider when creating a new user in a production Salesforce org? A. Usernames must be unique across all production Salesforce orgs. B. Usernames must be in the form of an email address. C. Usernames must be the same as the user's email address. D. Usernames must include the company's email domain.

A. Usernames must be unique across all production Salesforce orgs. B. Usernames must be in the form of an email address.

The Executive Team at Ursa Major Solar is exploring ways to increase protection of the organization's Salesforce data from unauthorized access. It has been proposed to leverage the Trusted IP Ranges feature. What is a benefit of entering Trusted IP ranges in the network access section? A. Users who log in within the network are not required to verify their identity. B. All attempts to log in from outside the network are denied. C. Users are unable to log in through the API on networks not marked as trusted. D. AppExchange packages can communicate with an external site.

A. Users who log in within the network are not required to verify their identity.

The director of operations at Ursa Major Solar has noticed that when sales reps move opportunities to the closed stage, they don't always fill in the product installation date. When the date is not logged, the operations team has to reach out to the sales rep to confirm the installation date. The director of operations has requested that sales reps not be able to close an opportunity without first logging the product installation date. Which feature allows Ursa Major Solar to require a value in the product installation date, a custom date field, when the opportunity stage changes to Closed? A. Validation Rule B. Dependent Picklist C. Page Layout D. Record Type

A. Validation Rule

The administrator at Ursa Major Solar create a process in Process Builder that send email alerts when a high-priority case is created. A new support engineer who works remotely complains about not receiving the email alerts. All other users receive these email alerts. How can a Salesforce administrator troubleshoot this issue? A. Verify the user's email address. B. Check that the process is active. C. Check that the correct email template is used. D. Check that the process evaluation criteria is correct.

A. Verify the user's email address.

When will you want to set the "View Dashboard As" to "Another person"? A. When you want viewers to see less or more data than you see. B. When you want your dashboard viewing activity to be listed under a different user. C. When you want this dashboard to be seen by anyone except you. D. When you want the viewers to use your dashboard as a template.

A. When you want viewers to see less or more data than you see.

What kind of information can you see with the built-in Campaign reports? A. Who has responded to each campaign. B. Where every campaign event is being held. C. How long each campaign has been running. D. The number of marketing reps working on each campaign.

A. Who has responded to each campaign.

You have an existing role hierarchy in place. Can you add another level to the hierarchy? A. Yes, role hierarchy is dynamic, so a new level can be added anywhere. B. A new role level can be added only at the bottom of the hierarchy. C. A new role level can be added only at the top of the hierarchy. D. No, role hierarchy cannot be changed after it was initially created.

A. Yes, role hierarchy is dynamic, so a new level can be added anywhere.

How many active escalation rules can you have at any time? A. You may have only 1. B. You may have no more than 10. C. You may have as many as the number of queues. D. You may have as many as you want.

A. You may have only 1.

What will a custom Salesforce domain using "acme" look like? A. https://salesforce.acme.com B. https://salesforce.com/my/acme C. https://acme.com D. https://acme.my.salesforce.com

A. https://salesforce.acme.com

A system administrator uses the Import Wizard to update existing Account records. Which two values can the Import Wizard use to find matching records?

Account Name Site fields

Lookup Filter

Administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields. (For example, restrict the Account Name field on opportunities to allow only active accounts.)

Lookup Field

Also a one-to-many relationship, but in this relationship, two objects has no effect on deletion or security. Child objects are independent. Child objects have a separate setting. If you delete the parent object, the child object remains in the system. A child object may or may not have a parent.

Flow

An application that can execute logic, interact with the Salesforce database, call Apex classes, and collect data from users.

Activate an Approval Process

An approval process must have at least one step before you can activate it. After an approval process is activated, you can't add, delete, or change the order of the steps, or change its reject or skip behavior, even if the process is inactive.

Ursa Major Solar wants internal support requests to be directed to any of the IT representatives. They want external support requests to be directed to customer support representatives based on the contact's location. What should the system administrator use to set this up?

Assignment Rules and Queues

A contact can be affiliated with how many accounts? A. Infinite B. 1 C. 100 D. 10

B. 1

The Service and Support Applications section makes up what percentage of the the Salesforce Administrator Certification exam? A. 5% B. 11% C. 13% D. 21%

B. 11%

How many days worth of changes to settings can you download? A. 90 days. B. 180 days. C. 370 days. D. 365 days.

B. 180 days.

What is the most common number of levels in a campaign hierarchy? A. 2 B. 3 C. 4 D. 5

B. 3

How many distinct data fields do addresses typically use? A. 2 B. 5 C. 3 D. 4

B. 5

Which Chatter symbol can you use to mention a user in a chat? A. $ B. @ C. * D. #

B. @

What must you do before adding new currencies to your company settings? A. Set the corporate currency. B. Activate the multicurrency option for your org. C. Add the Currency dropdown field to the Opportunities object. D. Purchase multicurrency licenses for all platform users.

B. Activate the multicurrency option for your org.

How do you set up the account hierarchy? A. Ask an administrator to help you. B. Add a Parent Account to the account's record. C. Record the parent account's name in a Note on the account. D. Write it on a sticky note and put it on your desk.

B. Add a Parent Account to the account's record.

How do you set up the account hierarchy? A. Ask an administrator to set it up for you. B. Add a Parent Account to the account's record. C. Record the parent account's name in a Note on the account. D. Write it on a sticky note and put it on your desk.

B. Add a Parent Account to the account's record.

What can you include in a calendar event? A. A location. B. All of these answers. C. An assignee. D. A related account.

B. All of these answers.

What is the difference between a Contact and an Account in Salesforce? A. A Contact is a draft while an Account is the final version. B. An Account contains information about a business while a Contact contains information related to a specific person. C. No difference.

B. An Account contains information about a business while a Contact contains information related to a specific person.

Which declarative tool would you use for the following use case? When an opportunity's discount is higher than 40%, notify the CEO via email and request sign-off. Provide a way for the CEO to leave comments. A. Flow Builder B. Approvals C. Apex

B. Approvals

Ursa Major Solar has noticed an uptick in support cases that could be resolved easily if the customers had access to the proper documentation. So, Ursa Major Solar wants to create a knowledge base where articles can be classified into categories. What are two benefits of using Data Categories with Salesforce Knowledge? A. Article owners can track views. B. Articles can be classified into groups. C. Article access can be controlled. D. Articles can be referenced in Chatter posts.

B. Articles can be classified into groups. C. Article access can be controlled.

Which key topics are covered in the Service and Support Applications section of the Salesforce Administrator Certification exam? A. Knowledge, Experience Cloud, and Chatter. B. Assignment rules, case escalation rules, and auto-response rules. C. Case management, flow builder, and support processes. D. Omni-channel, web-to-case, and email-to-case

B. Assignment rules, case escalation rules, and auto-response rules.

What is the purpose of the Log a Call feature? A. to connect your cell phone with your Salesforce login. B. to capture details of an interaction such as a phone call, meeting, informal meetup. C. to create a record of past customer interactions. A. B B. B, C C. A, C D. A

B. B, C

The sales director at Ursa Major Solar has a team of 50 sales reps located around the world. The sales director's team uses the calendar feature in Salesforce so she can access the team's busy schedule. However, members of the team log their all-day events differently and the sales director wants some uniformity. How should a sales rep create an all-day event in Salesforce? A. Use a task for an all-day event because then no time fields are needed. B. Check the all-day event checkbox on the event. C. Ensure the event is scheduled for times within the Start and End of Day hours. D. Ask the system administrator to check all-day events in the activity settings.

B. Check the all-day event checkbox on the event.

When you convert a Lead record in Salesforce, you have the option to create which new customer records? A. Account and Deal Lifecycle. B. Contact, Account, Opportunity. C. Contact, Milestone, Customer Deal.

B. Contact, Account, Opportunity.

If you have a series of reports that you access often, what should you consider doing? A. Combine all the reports into a joined report. B. Create a Dashboard to display a visual of the reports, to get a topline view of the data. C. Export all the reports and view them in Excel each week.

B. Create a Dashboard to display a visual of the reports, to get a topline view of the data.

Marketing has received new information about several of your Leads, all located in Texas. They have asked you to update the Leads records to add new information to a few fields. What is the best way to approach this task? A. Put it off until it becomes critical so Marketing will not assign data tasks to me. B. Create a list view on the Leads tab showing "My Leads in Texas" and display the columns that need to be updated. C. Create a report showing "My Leads in Texas", and click into each record to update the data, one at a time.

B. Create a list view on the Leads tab showing "My Leads in Texas" and display the columns that need to be updated.

Sales representatives at Universal Containers need assistance from product managers when selling certain products. Product managers do not have access to opportunities, but need to gain access when they are assisting with a specific deal. How can a system administrator accomplish this? Choose one answer A. Notify the product manager using opportunity update reminders. B. Enable Opportunity Teams and allow users to add the product manager. C. Use Similar Opportunities to show Opportunities related to product manager. D. Enable Account Teams and allow users to add the product manager.

B. Enable Opportunity Teams and allow users to add the product manager.

Ursa Major Solar's sales operations director has noticed an increase in sales reps logging opportunities without products. The operations team then has to go back into each opportunity after the fact and add products. Which configuration change should the system administrator make to help sales reps remember to add products to every opportunity? A. Create a related list to enable the user to view the related products. B. Enable the opportunity setting to prompt users to add products to opportunities. C. Create a workflow rule on the Opportunity object to add a default product to opportunities with no products. D. Set the org-wide defaults for Price Books to Use and Products to Read Only.

B. Enable the opportunity setting to prompt users to add products to opportunities.

Ursa Major Solar uses Outlook for its email needs. As Ursa Major Solar has begun to implement Salesforce, sales reps are concerned that Salesforce won't integrate with Outlook and they'll be forced to change email providers (which they don't want to do). What can the system administrator synchronize between Salesforce and Outlook using Lightning for Outlook? A. Accounts B. Events C. Tasks D. Notes

B. Events

The administrator is notified that one of Ursa Major Solar's employees is going on leave for a few weeks. Ursa Major Solar does not want the employee logging in to Salesforce while on leave. What should the administrator do to prevent a user from logging into Salesforce temporarily? A. Reset the user's password. B. Freeze the user's account. C. Change the user's login hours. D. Delete the user's account.

B. Freeze the user's account.

Which Salesforce help area is dedicated to linking you to resources relevant for the Salesforce edition you are using? A. Trailhead B. Getting Started C. Documentation D. Success

B. Getting Started

Standard duplicate rules are available: A. On a first-come, first-served basis. B. If your Salesforce org was creating in Spring '15 or later. C. If your Salesforce org was created in Winter '15 or earlier. D. For Unlimited Edition customers only.

B. If your Salesforce org was creating in Spring '15 or later.

Where can you find the built-in campaigns reports? A. In the Reports related list on a campaign. B. In the Campaigns folder on the Reports tab. C. In the Object Manager. D. In the Reports page in Setup.

B. In the Campaigns folder on the Reports tab.

Salesforce customer success platform: A. Doesn't include mobile access. B. Includes standard objects and a platform to deliver a personalized experience. C. Requires software installation to use. D. Is for CRM use case only.

B. Includes standard objects and a platform to deliver a personalized experience.

Salesforce Lightning Experience: A. Is available only on mobile devices. B. Is optimized with flexible, interactive tools that sales reps can use to visualize data on the fly. C. Never strikes in the same place twice. D. Is optimized to be a fast and lightweight tool for your sales reps.

B. Is optimized with flexible, interactive tools that sales reps can use to visualize data on the fly.

What should you consider when configuring a new custom field? A. It can never be left blank. B. It can be hidden for some users. C. It must have a prefilled value. D. It cannot be added to an existing layout.

B. It can be hidden for some users.

What is Chatter? A. Chatter is an application used to conduct voice and video conferences in Salesforce. B. It is a Salesforce collaboration tool to help your users work efficiently across your organization regardless of role or location. C. It is a collaboration tool used to communicate with only the members of your local team. D. It is an enterprise-class collaboration for cats.

B. It is a Salesforce collaboration tool to help your users work efficiently across your organization regardless of role or location.

What is Chatter? A. Chatter is an application used to conduct voice and video conferences in Salesforce. B. It is a Salesforce collaboration tool to help your users work efficiently across your organization regardless of role or locations. C. It is a collaboration tool used to communicate with only the members of your local team. D. It is an enterprise-class collaboration for cats.

B. It is a Salesforce collaboration tool to help your users work efficiently across your organization regardless of role or locations.

What section of AppExchange contains curated solutions listed by AAPI-owned, black-owned, and women-owned businesses? A. Product Collections. B. Latest Collections. C. Solutions by Type. D. Industry Collections.

B. Latest Collections.

Which field is updated to reflect the progress of a Lead through the qualification process? A. Opportunity Stage. B. Lead Status. C. Opportunity Miss. D. Lead Deal Progress.

B. Lead Status.

What is the single most important thing to do when using AppExchange? A. Ask your neighbor for advice. B. Log in and get personalized recommendations. C. Search and filter. D. View Appy's Picks

B. Log in and get personalized recommendations.

What does the Object Manager allow you to do? A. Look through the entire list of setup categories. B. Manipulate triggers, validation rules, and other object settings. C. Quickly find setup items in the hierarchy. D. Manipulate user-related settings.

B. Manipulate triggers, validation rules, and other object settings.

Which of these security features is built-in to Salesforce? A. Biometric login B. Multi-factor authentication C. Home alarm system D. Automatic password generation

B. Multi-factor authentication

As Salesforce adoption has increased throughout Ursa Major Solar, the sales reps need access to the Salesforce mobile app while on the road. However, the Salesforce mobile app needs to be customized to fit their needs. Which two functions can be customized for the Salesforce mobile app? A. Field permissions B. Navigation menu content C. Custom objects D. Object Compact layout

B. Navigation menu content D. Object Compact layout

How many permission sets can be assigned to a given user? A. Up to the number of profiles assigned to this user. B. One or more. C. None, because permission sets are assigned to roles, not users. D. No more than one.

B. One or more.

Which key topics are covered in the Sales and Marketing Applications section of the Salesforce Administrator Certification exam? A. Sales processes, content, and assignment rules. B. Opportunities, products, and price books. C. Campaigns, marketing cloud, and case management. D. Leads, flow, and accounts.

B. Opportunities, products, and price books.

Solar components and systems supplier, Ursa Major Solar wants to ensure that the information is up to date on their company Information page in Salesforce. Which set of information can an administrator specify in the Company Information page? A. Business Hours, Translation Settings, Corporate Currency. B. Organization Name, Default Time Zone, Default Language. C. Primary Contact, Chatter Settings, Set Domains. D. Fiscal Year, Password Policies, Default Time Zone.

B. Organization Name, Default Time Zone, Default Language.

Which two of these reports charts show how many leads are in the marketing pipeline based on lead status and what percent each lead status represents? A. Grouped bar chart B. Pie chart C. Donut chart D. Line chart

B. Pie chart C. Donut chart

What are designed to help a team share the record-handling workload? A. Calendars B. Queues C. Territories D. Todo lists

B. Queues

Ursa Major Solar's vice president of global Sales has requested that the sales rep commission report be visible to the executive team. How should the system administrator provide visibility to the sales rep commission report tot he executive team only? A. Set opportunity org-wide default sharing settings to private. B. Save the report in a folder shared with the executive team. C. Name the report "For Executive Team Use Only - DO NOT USE". D. Save the report in the My Personal Reports folder.

B. Save the report in a folder shared with the executive team.

What are some best practices for securing your home workplace? A. Take your meetings via phone while supervising your kids at the playground. B. Secure your conference calls, reboot and patch your systems regularly, and use a virtual private network. C. Make sure you're got a dedicated corner of the kitchen counter to store your sensitive paper files. D. Turn off and unplug all devices at the end of the work day.

B. Secure your conference calls, reboot and patch your systems regularly, and use a virtual private network.

What are queues useful for? A. Checking the status of emails sent from the system. B. Sharing the record-handling workload across a team. C. Managing the workload of an individual user. D. Tracking internal Salesforce processing progression.

B. Sharing the record-handling workload across a team.

How is the best answer selected for a question in the Trailblazer Community. A. Every Trailblazer in the Community votes. B. The Trailblazer who wrote the question selects it. C. The Trailblazer who answered the question first selects it. D. The two first Trailblazers to respond play a game of virtual rock, paper, scissors.

B. The Trailblazer who wrote the question selects it.

How do you define the Close date on an Opportunity? A. The date the invoice will be sent. B. The date we expect to receive the "yes" decision. C. The date the client returned my call.

B. The date we expect to receive the "yes" decision.

What do you configure in the first step of an assignment rule entry? A. The formula for this entry. B. The entry's processing order. C. The user to which this rule will be assigned. D. The criteria for this entry.

B. The entry's processing order.

Ursa Major Solar is importing data and has many records that do not meet the data validation criteria. What will occur? A. The import process will require user authorization in order to import the invalid records. B. The import process will fail, but only for the records with invalid data. C. The import process will abort when it encounters the first invalid record. D. The import process will ignore the data validation criteria.

B. The import process will fail, but only for the records with invalid data.

Which of the following can you expect from opportunity teams? A. They form long-term relationships with customers. B. They share information, tips, or contacts that help close a deal. C. They split credit equally on every opportunity. D. B and C.

B. They share information, tips, or contacts that help close a deal.

What is false regarding new events cross-referenced to a campaign? A. They will show inside the campaign. B. They will also create an event on the leads' calendars. C. They can be set up with start and end times. D. They will show in your personal calendar.

B. They will also create an event on the leads' calendars.

Ursa Major Solar wants to ensure that all of its locale settings are up to date and consistent in the Salesforce system. The administrator is going through the process of making updates and configuring parameters for this information. Which two sets of parameters are configured using Locale settings. A. Business Hours and Holidays. B. Time and Number Display Format. C. First/Last Name and Date Format. D. Phone Number and Currency Format.

B. Time and Number Display Format. C. First/Last Name and Date Format.

What is a way that you defend against phishing emails? A. Change your email password every week. B. Train users to recognize common phishing tactics. C. Validate the sender, turn off your computer, and leave the building. D. Delete all emails from unknown senders.

B. Train users to recognize common phishing tactics.

Ursa Major Solar has a team of account managers that requested email alerts anytime an opportunity or case is created on accounts that they own. What is the minimum number of workflows needed to accomplish this task? A. One workflow rule with two email alerts. B. Two workflow rules with one email alert each. C. No workflow rules, but two email alerts. D. Four workflow rules for create and update on opportunities and accounts.

B. Two workflow rules with one email alert each.

How many characters can you fill in a custom field that is a Text Area? A. Any number. B. Up to 255. C. Up to 131,072. D. Up to 16.

B. Up to 255.

The marketing team at Ursa Solar Major wants a chart added to the home page specific to their lead generation. What should an administrator recommend to meet this request? A. Update the marketing team's home page in the App Launcher. B. Update the marketing team's home page in the Lightning App Builder. C. Update the Org wide home page in the Lightning App Builder. D. Update the marketing team's home page with a hyper link to the dashboard.

B. Update the marketing team's home page in the Lightning App Builder.

As you find more apps for your production and sandbox orgs, how can you manage all of your solutions? A. Ask your Salesforce admin to manage everything for you. B. Use your AppExchange avatar menu to manage your Installs & Subscriptions. C. Browse AppExchange collections. D. Click the Reviews tab.

B. Use your AppExchange avatar menu to manage your Installs & Subscriptions.

What happens when you set a trusted IP range? A. Users coming from inside this range will be completely blocked. B. Users coming from outside this range will need to prove their identity. C. Users coming from outside this range will be completely blocked. D. Users coming from inside this range will bypass the step to sign in.

B. Users coming from outside this range will need to prove their identity.

What is an example of a password best practice? A. Creating short, complex passwords that are six characters or less. B. Using unique passwords for every account. C. Sharing passwords for nonessential accounts. D. A and B. E. B and C.

B. Using unique passwords for every account.

Ursa Major Solar has an auto-response rule to send emails when a customer submits a new case, and an assignment rule to determine case ownership for new cases. In addition, the case object has validation rules to ensure that each case includes values for all fields needed by its owner to resolve the case. In which order does Salesforce process the immediate actions associated with workflow rules and related business automations for a newly created record? A. Escalation rules, validation rules, workflow rules, auto-response rules, assignment rules. B. Validation rules, assignment rules, auto-response rules, workflow rules, escalation rules. C. Workflow rules, validation rules, assignment rules, escalation rules, auto-response rules. D. Validation rules, Escalation rules, assignment rules, auto-response rules, workflow rules.

B. Validation rules, assignment rules, auto-response rules, workflow rules, escalation rules.

Will the registration process involve an email? A. No, you create your account and can sign in immediately. B. Yes, an email will be sent to you to verify the account. C. Email is involved only if you elect to create a free account. D. Email is involved only if you create a sales cloud account.

B. Yes, an email will be sent to you to verify the account.

What is true about Global Actions? A. The new record must be saved before you can return to your previous task. B. You can access Global Actions from the Plus sign. C. The new window floats around on the screen.

B. You can access Global Actions from the Plus sign.

What is true when adding Contact Roles to an Opportunity? A. You should only include the main decision maker. B. You can add any contact that is listed in Salesforce. C. Only employees of the Account can play a role on an opportunity.

B. You can add any contact that is listed in Salesforce.

What is an advantage of setting up a campaign hierarchy? A. You can assign revenue to a different campaign. B. You can see the responses across whole groups of campaigns together. C. You can assign leads and contacts to more than one campaign at a time. D. The hierarchy automatically creates standard reports.

B. You can see the responses across whole groups of campaigns together.

Once a person has been qualified to become a potential buying customer, what happens next? A. The Lead status changes to Dead. B. You should convert to convert the lead data into new records for an Account, Contact, and possibly an Opportunity. C. The Lead data is deleted and re-entered as an Account and Contact.

B. You should convert to convert the lead data into new records for an Account, Contact, and possibly an Opportunity.

A sales user wants to add components to their dashboard. What is the maximum number of components that can be added to a single dashboard? A. 3 B. 15 C. 20 D. 50

C. 20

The Object Manager and Lightning App Builder section makes up what percentage of the Administrator Certification exam? A. 5% B. 10% C. 20% D. 25%

C. 20%

The Activity Management and Collaboration section makes up what percentage of the Salesforce Administrator Certification exam? A. 3% B. 5% C. 7% D. 9%

C. 7%

Which choice(s) are features or functions of Salesforce Reports? A. Subscribe to receive a copy of the report emailed to you. B. Add charts to reports. C. Clone a report you can use the "Save As" function. A. A, C B. B C. A, B, C D. B, C

C. A, B, C

What are benefits of using Path to manage Opportunities? (choose 1 or more) A. Easy to update the Opportunity stage. B. Path offers live chat support for customers. C. Can launch a video conference using Path. D. Can view advice and guidance for each Opportunity Stage. A. A, B, C B. A, C C. A, D D. B, C

C. A, D

What does the App Launcher allow users to do? A. Sync their apps, bookmarks, and other settings across devices. B. Download and install Salesforce platform apps. C. Access all standard, custom, and connected apps in Salesforce. D. See only their most recently used apps.

C. Access all standard, custom, and connected apps in Salesforce.

In Salesforce, the Account object is where you store _____. A. Payments and other financial account information. B. All personal contact details for leads. C. All the details about the customer business.

C. All the details about the customer business.

In the Schema Builder, when will an object relate to itself? A. An object will relate to itself when there are many fields in the object, and one field group needs to associate with another. B. An object can never relate to itself, because this will cause an endless reference loop. C. An object will relate to itself when there is a parent-child relationship between the same objects. D. Any object relates to itself by default, for proper internal referencing.

C. An object will relate to itself when there is a parent-child relationship between the same objects.

What is inline editing useful for? A. Exporting a report to CSV. B. Updating data from a saved CSV. C. Changing a small number of records. D. Remapping columns in a data import.

C. Changing a small number of records.

You have a dozen open opportunities from different companies, but when you check the Kanban view all of your All Open Opportunities list, you only see opportunities for one account. What should you do? A. Panic! B. Select a different view, such as Recently Viewed. C. Check the filter panel to see if records are being filtered out. D. Use the Search box to search for the opportunities that went missing. E. Try to attract more opportunities by leaving a bowl of candy on your desk overnight.

C. Check the filter panel to see if records are being filtered out.

You have a dozen open opportunities from different companies, but when you check the Kanban view of your All Open Opportunities list, you only see opportunities for one account. What should you do? A. Panic! B. Select a different list view, such as Recently Viewed. C. Check the filter panel to see if records are being filtered out. D. Use the Search box to search for the opportunities that went missing. E. Try to attract more opportunities by leaving a bowl of candy on your desk overnight.

C. Check the filter panel to see if records are being filtered out.

To get to Lightning Service Setup: A. Click the Setup icon. B. Click App Manager is Setup. C. Click the gear icon, then Service Setup. D. Click Edit next to Lightning Service.

C. Click the gear icon, then Service Setup.

Who should be on your personal Default Account Team? A. Coworkers from your department who want to know how to achieve all your success. B. All the contacts for all your accounts. C. Coworkers you usually work with on your accounts. D. Customers who responded positively to the last marketing campaign.

C. Coworkers you usually work with on your accounts.

Who should be on your personal Default Account Team? A. Coworkers from your department who want to know how you achieve all your success. B. All the contacts for all your accounts. C. Coworkers you usually work with on your accounts. D. Customers who responded positively to the last marketing campaign.

C. Coworkers you usually work with on your accounts.

A sales manager at Ursa Major Solar wants a team of sales reps to know how many open opportunities they have at any given time. How should an administrator configure a report for each sales rep to see their own open opportunities? A. Create a reporting snapshot grouped by sales rep. B. Create a report with a cross filter by My Opportunities. C. Create a report filtered by My Opportunities. D. Create a report schedule for each sales rep.

C. Create a report filtered by My Opportunities.

Ursa Major Solar regularly imports accounts from an external order system that has its own ID field for each record. What should the system administrator do to help prevent duplicates during these imports? A. Import the data using the Data Loader. B. Use the ID from the order system in place of the Salesforce ID. C. Create a unique external ID field on accounts for Salesforce for matching. D. Create a formula field that identifies matches.

C. Create a unique external ID field on accounts for Salesforce for matching.

The Ursa Major Solar CEO does not want to see the list of contacts when viewing an account page but still needs to access contact records. How should the administrator configure this? A. Remove the read access permissions for contacts from the CEO's profile. B. Set the Contact Org-wide Default Sharing settings to Private. C. Create an account page layout without the Contacts Related List. D. Remove the Account Related List from the contact page layout.

C. Create an account page layout without the Contacts Related List.

Which assumption is incorrect when migrating legacy data into Salesforce? A. Long data fields may be truncated during the migration. B. Importing data from Excel is possible. C. Data will be migrated successfully, even if it is not well-structured. D. The migration process may take a bit longer, because it should be rehearsed before.

C. Data will be migrated successfully, even if it is not well-structured.

Where can you view a Chatter group's engagement analytics? A. Group settings B. Group list views C. Engagement tab D. Analytics tab

C. Engagement tab

Ursa Major Solar provides various levels of customer support. The VP of support wants an automated way to notify the support team when an unresolved case has been open for over 4 hours. Which feature should be used to alert support managers when a case has been open for more than 4 hours? A. Case queues B. Auto-response rules C. Escalation rules D. Case assignment rules

C. Escalation rules

Which tools are included with the Salesforce Flow product? A. Lightning Experience and Flow Builder. B. Lightning App Builder and Process Builder. C. Flow Builder and Process Builder. D. Flow Builder, Process Builder, and Approvals.

C. Flow Builder and Process Builder.

A detail page button will appear in the action menu in the _____ menu. A. Related B. Recap C. Highlights D. Summary

C. Highlights

Ursa Major Solar needs a field that reflects a account size based on the standard field, number of employees. Which formula function should an administrator use to evaluate different results based on a specific condition with multiple outcomes? A. ISPICKVAL B. TEXT C. IF D. AND

C. IF

What does the coworker invitation in Chatter allow a user to do? A. Convert Chatter content published by a coworker to rich media. B. Invite only coworkers, not external users, to use Chatter. C. Invite other users from their company to Chatter. D. Send calendar invitations to your coworkers using Chatter.

C. Invite other users from their company to Chatter.

What can you do with Salesforce campaigns? A. Conduct purchase transactions. B. Group leads and contacts into categories. C. Keep track of the status, details, and performance of all of your marketing initiatives. D. Convince people to vote for a candidate.

C. Keep track of the status, details, and performance of all of your marketing initiatives.

Who can be added to campaigns as members? A. Salesforce users. B. Person accounts only. C. Leads, contacts, and person accounts. D. Portal users.

C. Leads, contacts, and person accounts.

Which app type would you prefer to use when creating a new app? A. Classic, unless you use the app's own image. B. Any, as long as the app has a logo. C. Lightning. D. Classic.

C. Lightning.

Which of the following isn't a best practice for password user requirements? A. Minimum password length of 8-10 characters. B. Using a mix alpha and numeric characters. C. Make sure your Salesforce administrator documents your password when you change it. D. Users having unique passwords for different websites and services.

C. Make sure your Salesforce administrator documents your password when you change it.

Enabling Advanced Currency Management Enables your org to: A. Choose more than one currency for a single account. B. Add currencies to personal profiles. C. Manage dated exchange rates. D. Have all currency conversions use the static exchange rates.

C. Manage dated exchange rates.

What does multitenancy mean? A. You work with other organizations to establish volume discounts for hardware, software, and office supplies. B. Your company shares a floor in a building with another company. C. Multiple organizations use the same Salesforce data infrastructure, but cannot access each other's data. D. You have an open floor plan where employees share desks to optimize space and work shifts.

C. Multiple organizations use the same Salesforce data infrastructure, but cannot access each other's data.

Which key topics are covered in the Object Manager and Lightning App Builder section of the Administrator Certification exam? A. Reports and dashboards, dynamic content, and customizing page layouts. B. Object architecture, creating and customizing flows, and Chatter. C. Object relationships, creating custom objects, and creating and assigning page layouts. D. Creating and assigning record types, dynamic content, AppExchange.

C. Object relationships, creating custom objects, and creating and assigning page layouts.

Ursa Major Solar created an action that sends a follow-up email to the customer two days after a case is closed. The administrator wants to verify that the process functions correctly. Which queue should the administrator view to monitor pending actions? A. Outbound Messaging Delivery Queue B. Mass Email Queue C. Paused Flow Interviews D. Background Jobs Queue

C. Paused Flow Interviews

What are key benefits of Lightning Service Console? A. Preconfigured service lists, feeds, and articles. B. Out-of-the box support and customer history. C. Preconfigured pages and productivity tools for service. D. Click paths for better service and more productivity.

C. Preconfigured pages and productivity tools for service.

What are key benefits of the Lightning Service Console? A. Preconfigured service lists, feeds, and articles. B. Out-of-the box support and customer history. C. Preconfigured pages and productivity tools for service. D. Click paths for better service and more productivity.

C. Preconfigured pages and productivity tools for service.

The password policy in Ursa Major Solar's org shows that the length of time until passwords expire is 60 days. However, sales reps are complaining that their passwords expire every 30 days. Where should the system administrator change the password expiration period for the sales rep users? A. Individual user records. B. Permission Sets assigned to the users. C. Profiles assigned to the users. D. Roles assigned to the users.

C. Profiles assigned to the users.

What is a security threat to be aware of when working from home? A. People tailgating at my front door. B. An intruder stealing my WiFi router. C. Receiving a phishing email. D. Duplicate logins to my online digital TV subscriptions.

C. Receiving a phishing email.

What will show when you search for a keyword? A. Matches in the files and accounts lists. B. Only results from the contacts list. C. Results from all objects. D. Only file matches.

C. Results from all objects.

The managers at Ursa Major Solar asked the administrator to quickly provide access to sales reports and dashboards. How can this be done? A. Build reports and dashboards. B. Use the Salesforce Auto-Report Builder. C. Search the AppExchange for free adoption report apps. D. Log a case to Saleforce Support.

C. Search the AppExchange for free adoption report apps.

On-Demand Email-to-Case: A. Accepts all attachments, regardless of size. B. Converts emails to cases, leads, and opportunities. C. Sends email traffic outside of your network's firewall. D. None of the above.

C. Sends email traffic outside of your network's firewall.

What feature would you use to track changes to settings in Salesforce? A. Setup History Tracking. B. Field Audit Trail. C. Setup Audit Trail. D. Field History Tracking.

C. Setup Audit Trail.

What should a Trailblazer do if they discover a shared superbadge solution? A. Post about the shared solution on social media and at-mention the Trailhead Credential Security team. B. Email a link to the shared solution to friends. C. Submit a case with Trailhead Help with information about the shared solution so the Trailhead Credential Security team can follow up. D. Disregard the shared information - there's not much that can be done.

C. Submit a case with Trailhead Help with information about the shared solution so the Trailhead Credential Security team can follow up.

Users at Ursa Major Solar are trying to create opportunities. When populating a custom picklist field, the users receive errors. Additionally, when the users select either of the two values in the picklist, they receive different error messages above the field and are unable to save the opportunities. Why is this error likely occurring? A. The users don't have access to the picklist field. B. The two picklist values are unavailable to the Record Type. C. The picklist field has contradicting validation rules. D. The users don't have access to the large Enterprise Record Type.

C. The picklist field has contradicting validation rules.

What is a view typically used for? A. To share an interactive drill-down report with customers. B. To present every field that exists across all Salesforce objects. C. To customize a spreadsheet-like report on select fields and records. D. To publish a data entry form with validity checks for every entered field.

C. To customize a spreadsheet-like report on select fields and records.

What can you do with campaign record types? A. Add marketing assets to campaigns. B. Track campaign members responses. C. Track different details for different kinds of campaigns. D. Report on campaign expenses.

C. Track different details for different kinds of campaigns.

The VP of sales at Universal Containers wants to ensure that there is a consistent, color-coded report to track picklist values easily from the stage field on a opportunity. How should an administrator ensure that a picklist field's values display in consistent colors on all reports? (Choose two answers) A. Use a Bucket field that defines the color for each value. B. Configure report conditional highlighting for each value. C. Update the Picklist field and set the color for each value. D. Create a Formula field that defines the color for each value.

C. Update the Picklist field and set the color for each value. D. Create a Formula field that defines the color for each value.

What is the best practice for defining your campaign member statuses? A. Use only the statuses you know you will need. B. Always add campaign member statuses before starting the campaign. C. Use the same set of values for all campaigns of the same type. D. Never add statuses to parent campaigns.

C. Use the same set of values for all campaigns of the same type.

Why are custom domains useful when you access multiple Salesforce organizations? A. You can access all of them from any location. B. You can access them from any browser. C. You can be signed in simultaneously to all of them. D. You can automatically be an admin on all of them.

C. You can be signed in simultaneously to all of them.

If you want to contact a current customer and need to look up their cell phone number or email in Salesforce, where would you find this information? A. This information is not stored in Salesforce. B. You'll need to create a report to access this information. C. You can find this information in the person's Contact record.

C. You can find this information in the person's Contact record.

Which choice is a feature of a Kanban view in Opportunities? A. You can click a card to delete the record. B. You can pass the record to another owner using drag and drop. C. You can hover over the triangle alert to reveal tips for moving the deal forward.

C. You can hover over the triangle alert to reveal tips for moving the deal forward.

How can multiple Campaign records be associated with a single opportunity?

Campaign Influence

What two related lists should be added to the opportunity page layout to track how campaigns contribute to the overall pipeline?

Campaign Influence Contact Roles

The customer support team wants to use a different Page Layout when closing a Case. What method should the administrator use to fulfill this request?

Case Close Page Layout

A system administrator enables Case Feed Actions and Feed Items in Support Settings. With the appropriate profile permissions enabled, what change will users see?

Cases use feed layouts rather than standard page layouts.

Ursa Major Solar sells through many different reseller networks. Each reseller's deals tracked on separate opportunities. The sales manager is concerned that the pipeline report is not accurate due to multiple opportunities for the same end customer. How should the sale process be modified to ensure opportunities are not double-counted in the pipeline?

Change the forecast category to Omitted on the duplicate opportunities.

Master-detail

Closely links objects together such that the master record controls certain behaviors of the detail and subdetail record. (For example, you can define a two-object master-detail relationship, such as Account—Expense Report, that extends the relationship to subdetail records, such as Account—Expense Report—Expense Line Item. You can then perform operations across the master—detail—subdetail relationship.}

CSV File

Comma Separated Values A plain text file that contains a list of data. An accepted file format for Data Loader and Data Import Wizard.

Ursa Major Solar wants the sales team to access information about Closed Won opportunities with a common competitor for all pending big deals. What set of features should the system administrator implement?

Competitors and Similar Opportunities.

Ursa Major Solar offers a variety of products that are comparable to products from other companies. Sales representatives request a method to track product strengths and weaknesses compare to those offered by other vendors. What should the system administrator implement?

Competitors on the opportunity page layout.

What feature tracks how often a file is viewed?

Content Deliveries

What should an administrator do to organize the fields available on a report?

Create a custom report type.

Ursa Major Solar has an inside sales team that sells only warranty renewals, and an outside sales team that sells only products. Each type of sale captures different information and has a different sales cycle. How should the system administrator configure Salesforce to meet these requirements?

Create a page layout, sales process, and record type for each type of sale.

Ursa Major Solar uses a private sharing model for cases. Each product line has several product specialists who want to have visibility to all cases involving their product line. How should the administrator meet this requirement?

Create a predefined case team for each group of product specialist and assign the team using Case Assignment Rules.

Ursa Major Solar wants to assign a task automatically to account managers when a customer's agreement is about to expire. How should an administrator configure this functionality?

Create a time-base workflow on account with a rule criteria of Agreement End Date > TODAY().

Ursa Major Solar wants to create a field to store credit card numbers and needs to make sure the information is protected. What two actions allow the administrator to provide enhanced security for this field?

Create an encrypted text field. Update field-level security settings.

Salesforce Knowledge

Create and manage a knowledge base with your company information. Securely share it when and where it's needed.

How should the system administrator implement weekly notifications for sales reps that include opportunities that need attention based on the opportunity owner's last login, past due opportunities, and all opportunities that have not been updated in the last 30 days.

Create opportunity update reminders.

The Data Management section makes up what percentage of the Salesforce Administrator Certification exam? A. 5% B. 8% C. 10% D. 14%

D. 14%

The Workflow and Automation section makes up what percentage of the Administrator Certification exam? A. 8% B. 10% C. 12% D. 16%

D. 16%

The Configuration and setup section makes up what percentage of the Administrator Certification exam? A. 3% B. 5% C. 10% D. 20%

D. 20%

What is important to keep in mind when you develop an AppExchange strategy? A. Think about whether you want a free or paid solution. B. Have an environment where you can test the solution, like a Developer Edition org or a sandbox. C. Avoid meeting with stakeholders, because they might slow down your search for a solution. D. A and B. E. A and C.

D. A and B.

How can you access the Object Manager to edit each Sales Cloud object? A. From the setup menu. B. From the App Launcher. C. From an object you're currently viewing. D. A and C.

D. A and C.

In the offline settings, what happens when you enable caching? A. You can browse all records as though you are fully online. B. Your mobile device can connect to Salesforce, even though it does not have signal. C. You can view all records, but you cannot make any edits to them. D. A records you looked at before will also be available offline.

D. A records you looked at before will also be available offline.

Which choices are valid ways to log into your company's version of Salesforce? A. Go to login.salesforce.com B. Go to trust.salesforce.com C. Use a Single Sign-on Service. A. A, B, C B. A, B C. C, B D. A, C

D. A, C

Self-Service Help Centers: A. Improve response times with live chat. B. Help agents log call details. C. Support in-app assistance on mobile devices. D. Are self-service web experiences for your customers.

D. Are self-service web experiences for your customers.

When can you change the contact role within an opportunity? A. When the existing role is not primary. B. When there is no account associated with the opportunity. C. When the opportunity has not been saved yet. D. At any stage.

D. At any stage.

What type of Chatter group only allows group owners and managers to create new posts? A. Public B. Private C. Unlisted D. Broadcast

D. Broadcast

Your current password policy sets password expiry to 90 days, minimum password length to 8 characters, and lockout period to 30 minutes. Which change will make the policy more strict? A. Change lockout period to 15 minutes. B. Change minimum password length to 6 characters. C. Change password expiry to never expire. D. Change password expiry to 60 days.

D. Change password expiry to 60 days.

Which key topics are covered in the Activity Management section of the Salesforce Administrator Certification exam? A. Chatter and Lightning for Outlook B. Chatter and Communities C. Chatter and Data Import Wizard D. Chatter Activities

D. Chatter Activities

What does the health check score reflect? A. Stability of the overall service. B. Frequency of backups. C. Quality of stored data. D. Compliance with security standards.

D. Compliance with security standards.

What two types of account-contact relationships can you see in Contacts to Multiple Accounts? A. Positive and negative. B. Parent and sibling. C. Happy and unhappy. D. Direct and indirect. E. Complete and incomplete.

D. Direct and indirect.

What are you doing in the web-to-lead setup? A. Creating an information collection form that will be hosted on Salesforce itself. B. Publishing a web page that explains your lead collection policy to your customers. C. Defining lead-related fields that are added to any new user created on Salesforce. D. Generating an HTML form that is then added to your company's website.

D. Generating an HTML form that is then added to your company's website.

Which report format is NOT offered in Salesforce? A. Matrix B. Summary C. Tabular D. Heatmap

D. Heatmap

What happens to a lead when it becomes qualified? A. It is removed from the system. B. It is converted to a file and emailed to a user. C. It becomes a Chatter conversation. D. It is converted to an account-content pair.

D. It is converted to an account-content pair.

What will you find in the Documentation area of the help menu? A. Learning trails. B. Customer service chat. C. A community forum. D. Links to product and service PDFs.

D. Links to product and service PDFs.

In your escalation rule, the criteria for a certain text field is set as equal to the value "100,200." What does the comma cause the criteria to do? A. Indicate the range above the numbers. B. Indicate the range below the numbers. C. Indicate the range between the numbers. D. Match on either of the numbers.

D. Match on either of the numbers.

The VP of sales at Ursa Major Solar wants to take a look at all of the sales deals that are currently in play for the Sales team to determine how well they're tracking toward their goal for quarter end. Which standard object stores information about sales deals? A. Accounts B. Assets C. Products D. Opportunities

D. Opportunities

Which group will work best for collaborating with select external users on Chatter? A. Broadcast B. Unlisted C. Public D. Private

D. Private

What are two key benefits of Lightning Service Setup? A. Prompts and social media flows. B. Recommendations and flows. C. Email metrics and home tab. D. Service metrics and setup flows.

D. Service metrics and setup flows.

What should an administrator configure to provide each sales rep a dashboard that shows their current Opportunity pipeline? A. Set a dashboard filter to the current user. B. Create a dashboard folder for each user. C. Filter the dashboard with a dynamic view set to the VP of sales. D. Set the dashboard running user to "the dashboard viewer".

D. Set the dashboard running user to "the dashboard viewer".

How does the Trailhead Certification Agreement relate to sharing a superbadge solution or reusing elements of another Trailblazer's work? A. Sharing solutions is a great way to learn about Salesforce functionality. B. Sharing solutions is acceptable is you are really, really stuck. C. Sharing solutions is not ideal, but can be useful. D. Sharing solutions is in violation of the Trailhead Certification Agreement.

D. Sharing solutions is in violation of the Trailhead Certification Agreement.

What is the best practice when accessing Salesforce from a public computer? A. Reduce the session timeout to two hours. B. Set the session timeout to a higher value. C. Move to the Salesforce Home tab before leaving. D. Sign out of the session when you are done.

D. Sign out of the session when you are done.

Which setup area allows you to add data triggers and validation rules? A. The Quick Find. B. The Users menu. C. The Home tab. D. The Object Manager.

D. The Object Manager.

What information can you see with a campaign hierarchy? A. All the campaign members for the hierarchy. B. How much marketing reps are working on the hierarchy. C. The number of hours of video content in the hierarchy. D. The number of responses in the hierarchy.

D. The number of responses in the hierarchy.

If a delegate (like an admin or customer support representative) makes a setup change on behalf of an end user, what data is logged within Setup Audit Trail? A. The username of the delegated user. B. The full name of the delegated user. C. The Salesforce IDs of both the end and delegated users. D. The usernames of both the end and delegated users.

D. The usernames of both the end and delegated users.

What happens to records when they are deleted? A. They are modified to have their owner field removed, but all other fields remain intact. B. They are simply tagged with a "delete" flag, to mark their new status. C. They are removed permanently, and cannot be restored. D. They are moved to the recycle bin, unless permanent deletion is requested.

D. They are moved to the recycle bin, unless permanent deletion is requested.

What happens to data fields that are too long when you're migrating legacy data into Salesforce? A. They will be marked with an error notice. B. They will not migrate. C. Nothing. Salesforce will accommodate data fields of any size. D. They may be truncated.

D. They may be truncated.

Which key topics are covered in the Configuration and setup section of the Administrator Certification exam? A. Locale settings, Chatter, list views, and data loader. B. Products, price books, web-to-case, and activities. C. Search results, Chatter, opportunities, and campaigns. D. UI features, company information, locale settings, and search results.

D. UI features, company information, locale settings, and search results.

To help your users stay on top of important discussions without becoming overwhelmed by too much email, Salesforce recommends notifying a user: A. When someone posts. B. When someone comments. C. When someone changes their profile. D. When someone mentions them in a post or a comment or posts to their profile.

D. When someone mentions them in a post or a comment or posts to their profile.

In your escalation rule, the criteria for a certain text field is set as equal to the value "100,200." When will this criteria match? A. When the field is any number below 100 or above 200. B. When the field is any number between 100 and 200. C. Never. D. When the field equals either "100" or "200".

D. When the field equals either "100" or "200".

Can an existing sales path be deleted? A. No, sales paths cannot be removed once created. B. Yes, a sales path can be deleted if a user did not use it yet. C. Yes, sales paths can be removed unconditionally. D. Yes, a sales path can be deleted if it is not assigned to a profile.

D. Yes, a sales path can be deleted if it is not assigned to a profile.

What configuration action should be performed to ensure every case gets assigned to valid Owner?

Define the Default Case Owner in Support Settings.

Profile

Defines how users access objects and data, and what they can do within the application. When you create users, you assign a profile to each one.

Organization-wide Sharing Default (OWD)

Defines the default access level for an object's records with organization-wide sharing settings. Can be set separately for custom objects and many standard objects, including assets, campaigns, cases, and accounts and their contracts.

How can you learn more about an app you like when you have questions? A. Read the app's reviews, and focus on trusted reviews. B. Search on the internet. C. Use the AppExchange Chat feature to connect to the partner, and get your questions answered in real time. D. B and C. E. A and C.

E. A and C.

There are many ways to engage with AppExchange. What are ways you can connect with AppExchange? A. Sign up for the AppExchange newsletter. B. Search for us in the phone book after AAA Towing. C. Find us on Facebook and Twitter. D. A and B. E. A and C.

E. A and C.

What is AppExchange? A. A vibrant community powered by admins, developers, and Salesforce partners. B. The unofficial Salesforce store for solutions and services. C. A place to connect with prebuilt solutions for business problems you face at your company. D. A and B. E. A and C.

E. A and C.

If you're having trouble with the hands-on challenge in Web Chat Basics, where should you go for help? A. The Hands-On Challenge page in Trailhead Help. B. The release notes for the latest Salesforce major release. C. The #Trailhead Challenges topic in the Trailblazer Community. D. A then B. E. A then C.

E. A then C.

Web-to-Case: A. Generates HTML to send your web developer. B. Lets customers submit cases to your team from a website form. C. Supports case fields you choose. D. Can generate up to 5000 cases a day. E. All of the above.

E. All of the above.

Eliminating duplicate data: A. Is a manual and time-intensive proces. B. Takes guesswork out of wondering whether a prospect is already a customer. C. Ensures that one rep doesn't try to qualify a lead that a colleague already owns. D. A and C. E. B and C.

E. B and C.

What's true about duplicate records? A. Reps can rely on multiple records for the same data. B. They can waste your reps' time. C. They're a safety net in case teammates inadvertently update a matching record. D. They negatively affect your company's reputation. E. B and D.

E. B and D.

Which one of these actions isn't a valid way to update the status of a lead? A. Click "Mark Status as Complete" in Path. B. Click the desired step on the Path, then click "Mark Current Status". C. View the lead record, click "Edit", and change the Status field. D. Change the Kanban settings Group By to "status". Drag the record to a different column. E. In any list view, click "Shuffle" to change up every record's status.

E. In any list view, click "Shuffle" to change up every record's status.

Which one of these actions isn't a valid way to update the status of a lead? A. Click "Mark Status as Complete" in Path. B. Click the desired step on the Path, then click "Mark Current Status." C. View the lead record, click "Edit", and change the Status field. D. Change the Kanban settings Group By to "status". Drag the record to a different column. E. In any list view, click "Shuffle" to change up every record's status.

E. In any list view, click "Shuffle" to change up every record's status.

When is it appropriate to share your Salesforce credentials with another person? A. When working with your company's internal IT Help Desk. B. When talking to someone from Salesforce Support. C. When you have an assistant or executive admin. D. All of the above. E. Never.

E. Never.

Web-to-case

Gather customer support requests directly from your company's website and automatically generate new cases.

Sharing Rules

Give chosen users greater access by making automatic exceptions to your org-wide sharing settings. Use to extend sharing access to users in public groups, roles, or territories.

Salesforce Mobile App

Gives you access to the same information you see on your computer, but organized for getting work done while away from the office.

Outlook Integration

Link emails in Microsoft Outlook to contacts, leads, accounts, opportunities, and cases in Salesforce. Relate events to records within Salesforce.

Which configuration option shows sales representatives the fields they must fill in prior to saving an opportunity?

Page Layout required fields.

What Salesforce feature should a company implement to provide a method for its resellers to track their leads and opportunities?

Partner Site using Experience Cloud

How should a Chatter user send a message to another Chatter user that cannot be viewed by anyone else?

Post a private message to the recipient.

Quick Action

Quick actions can be object-specific or global. The Update action type is not available in global actions. You can use actions in a process.

Which set of Salesforce records is exported by choosing the Export All option instead of Export in Data Loader?

Records for a specified object including records in the recycle bin.

Activities

Records, either tasks or events, of the interactions your organization has with records such as your accounts, contacts, and opportunities.

Ursa Major Solar has three account record types: Prospect, Customer, and Vendor. The Customer record type is only for accounts that have a Closed Won opportunity. How should a system administrator prevent users from selecting the Customer record type when they create new account records?

Remove the Customer record type as an Assigned record type in the users' profiles and permission sets.

Role Hierarchy

Salesforce offers a user role hierarchy that you can use with sharing settings to determine the levels of access that users have to your Salesforce org's data. Roles within the hierarchy affect access on key components such as records and reports.

Salesforce users at Ursa Major Solar complain that global search returns too many records. Which two configurations should an administrator perform to help users manage search results?

Specify the Search Filter Fields for the object's search layout. Reduce the number of records displayed for each object in the Search Results page.

What report should an administrator use to display the number of contacts related to an account?

Summary report with a report formula.

What are two reasons a user cannot be deactivated?

The user is the recipient of workflow email alerts. The user is a customer community administrator.

A delegated administrator at Ursa Major Solar cannot edit the Created Date field for the account record. What reason should the administrator give for why this is occurring?

This is a System Audit field and it's Read-Only for existing records.

Summary Report

This report is similar to a tabular report, but allow users also to group rows of data, view subtotals, and create charts. It can be used as the source report for dashboard components. Use this type of report to show subtotals based on the value of a particular field, or when you want to create a hierarchical list, such as all opportunities for your team, subtotal by Stage and Owner.

Tabular Report

This report is the simplest and fastest way to look at data. Similar to spreadsheets, it consist simply of an ordered set of fields in columns, with each matching record listed in a row. Use this report type for creating lists of records or a list with a single grand total. They can't be used to create groups of data or charts, and can't be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.

Ursa Major Solar wants to create a workflow rule to send an email alert to members of its board of directors, none of whom use Salesforce. How many of the board members can be added to a single email alert?

Up to 5 additional email addresses can be added to the email alert.

Data Loader vs. Import Wizard

Use Data Loader when: • You need to load 50,000 to 5,000,000 records. Data Loader is supported for loads of up to 5 million records. • You want to schedule regular data loads, such as nightly imports. • You want to export your data for backup purposes. Use the import wizard when: • You're loading less than 50,000 records. • You want to prevent duplicates by uploading records according to account name and site, contact email address, or lead email address.

How can a system administrator discover who added a field to the account page layout?

Use the Setup Audit Trail.

Chatter Group Features

Users in a Chatter group can: • Collaborate in a private, public, or unlisted group. • Use Announcements for important messages. • Post updates, files, and links. • Include customers in private groups.

An administrator created a workflow rule that sends email alerts when a case with a high priority is created. A new support engineer who works remotely at Ursa Major Solar complains abut not receiving the email alerts. All other users at Ursa Major Solar receive these email alerts. How can an administrator troubleshoot this issue?

Verify the user's email address.

What will the search term "j*n" fail to match on? A. jan B. jean C. john d. jane

d. jane

Ursa Major Solar uses a private data access model. Product managers and sales representatives are in different branches of the role hierarchy. What should an administrator do to ensure that product managers can report on opportunities in their product line? A. Create a sharing rule based on criteria. B. Save all opportunity reports in a public folder. C. Move all product mangers to a role below the sales representatives. D. Create a new role for product managers and sales representatives.

A. Create a sharing rule based on criteria.

Approval Process

Automates how records are approved in Salesforce. Specifies each step of approval including from whom to request approval and what to do at each point of the process.

What happens when you click on the heading of a report column? A. It opens a search box for the data in this column. B. It sorts the data by this column. C. It removes this column from the report. D. It removes all other columns from the report.

B. It sorts the data by this column.

Delete an Approval Process

Before you delete an approval process, make sure it's inactive. Delete pending approval requests that are associated with it, and remove them from the recycle bin.

The Sales and Marketing Applications section makes up what percentage of the Salesforce Administrator Certification exam? A. 8% B. 10% C. 12% D. 14%

C. 12%

Process Trigger

Every process includes a trigger, which tells the process when to start. How you configure that trigger depends on what type of process you're creating: * Record change * Event * Invokable.

Sites using Experience Cloud (formerly Salesforce Communities)

Provide a way for employees, customers, and partners to connect to one place. Companies can collaborate and communicate outside of the company with people who are key to the business.

What option can be added to Outlook Publisher Layouts?

Quick Actions

What is a potential benefit of using Suggested Solutions?

Reduced support costs

Auto-response Rules

Send automatic email responses to lead or case submissions based on the record's attributes.

What are three reports that can be used to display a list of the top 10 accounts on a dashboard?

Tabular report with Rows to Display set to 10. Summary report with a chart. Summary report without a chart.

Validation Rules

Verify that the data a user enters in a record meets the standards you specify before the user can save the record.