SF Admin Cert #2

What types of fields can be used as an External ID in Salesforce? (select 3) 1. Number field 2. Formula field 3. URL field 4. Text field 5. Email Field

Number, Text, Email field External IDs are used to help integrate another system with Salesforce, and Email fields, Number Fields and Text Fields can be set with a designation of External ID. Refer to https://help.salesforce.com/articleView?id=faq_import_general_what_is_an_external.htm&language=en&type=0 for more details.

You have been asked to add a new field on the Case object that displays the number of days a case was open. What type of field would you create to accomplish this? 1. A formula field with a return type of number 2. A date/time field 3. A date field 4. A number field with a return type of Formula.

1. A formula field with a return type of number A Formula field with a return type of Number can accomplish this, and here is specifically how it is done - https://developer.salesforce.com/docs/atlas.en-us.206.0.fundamentals.meta/fundamentals/adg_simple_app_adv_field_days_open_try_it_out.htm.

What types of scheduling does Salesforce support for Products, once scheduling has been enabled in an org? (Select 2) 1. Quantity Schedules 2. Workflow Schedules 3. Report Schedules 4. Revenue Schedules

1. Quantity Schedules 4. Revenue Schedules You can enable Quantity and/or Revenue Schedules in Salesforce for Products. Refer to https://help.salesforce.com/articleView?id=products_establish.htm&type=0 for more details.

Which actions cannot be performed via a Workflow Rule? 1. Outbound Message 2. Email Alert 3. Create a Record 4. Task Creation 5. Field Update

3. Create a Record The four available actions that can be performed from a workflow rule (either immediately, or time-based) are field update, outbound message, email alert and task creation. The Create a Record action type is available from the Process Builder, but not in a Workflow Rule

The Director of Sales has asked for a change to the Opportunity Stages that are available to users. New opportunities are worked by Junior Sales Reps, who should only be granted access to the first three Stages (Stage 1, 2 and 3) on Opportunity records. The new requirement calls for only Senior Sales Reps to have access to the final two Opportunity Stages (Stage 4 and Stage 5), as they are the ones tasked with closing the deals once an opportunity has completed the first three stages. How would you meet this requirement? 1. Create two separate Sales Processes and two opp record types. 2. Create a validation rule to prevent a junior sales rep from setting the opp stage to. 3. Create two different opp page layouts and assign one to Junior Sales Reps and one to Senior Sales Reps. 4. User field level security to restrict access to the final two opp stages from the Junior Sales Reps.

1. Create two separate Sales Processes and two opp record types. You need to hide Stage 4 and 5 from the Junior Sales Reps, so a validation rule would not accomplish this. The Junior Sales reps couldn't save to stage 4 or 5, but they could still see them. Field Level Security only determines if a Profile can see a field and if that field can be edited, but doesn't go down to the level of individual picklist values, or in this instance, Stage values, specifically. Creating two different page layouts would not be enough, because the Stage field would have to be on both page layouts and the Junior Sales Reps would still have access to all Stages. So, by creating two different Sales Processes, you can dictate which Stages appear in an Opportunity.

You have been tasked with creating a report based on the relationships between a primary object and three other related objects. This type of report is not available with the standard reports that come automatically with Salesforce. What do you create in order to accommodate this requirement? 1. Custom Report Type 2. Tabular Report 3. Summary Report 4. Joined Report 5. Matrix Report

1. Custom Report Type A Custom Report Type defines a set of records and fields available to a report based on the relationship between a primary object and its related objects. The standard reports that are available in Salesforce are Summary, Matrix, Tabular and Joined, none of which can fulfill the requirement detailed in the question. Refer to https://help.salesforce.com/articleView?id=reports_report_type_setup.htm&type=0&language=en_US&release=206.15 for more details.

Which statement is true about formula fields? 1. Formula Fields are read-only on record detail pages. 2. Formula field values can be edited by users. 3. Formula fields can reference themselves 4. Formula fields can reference fields on a child object.

1. Formula Fields are read-only on record detail pages. Formula fields can reference fields on a parent object. Formula fields are read-only and cannot be edited by users, because the values are derived from the values in other fields.

Which of the following are valid Dashboard Components? (select 4) 1. Gauge 2. Reporting Snapshot 3. Table 4. Funnel Chart 5. Visualforce Page

1. Gauge 3. Table 4. Funnel Chart 5. Visualforce Page There are many different types of components that can be added to a Dashboard in Salesforce. These components include Horizontal Bar Chart, Vertical Bar Chart, Line Chart, Pie Chart, Donut Chart, Funnel Chart, Scatter Chart, Gauge, Metric, Table, Visualforce Page, and S-Control. A Custom Report Type is not a valid Dashboard Component. A Reporting Snapshot is not a Dashboard Component.

This type of field is a special lookup relationship available only on the User object, which enables using a lookup field to associate one user with another user record. For example, you can create a this type of field to store a user's direct manager. What is this type of field called? 1. Hierarchical Relationship 2. Lookup 3. Formula 4. Master-Detail

1. Hierarchical Relationship This special lookup field called Hierarchical Relationship is available only on the user object. It lets users use a lookup field to associate one user with another that does not directly or indirectly refer to itself. For example, you can create a custom hierarchical relationship field to store each user's direct manager. Refer to https://help.salesforce.com/articleView?id=overview_of_custom_object_relationships.htm&type=0&language=en_US&release=206.13 for more information.

Your support group has recently taken on support of another region. This new region requires support reps to capture new and different information on cases, and this new region's cases will require additional Case Status designations within the lifespan of their cases. What things will need to be created in Salesforce to accommodate this new territory? (select 4) 1. New Custom Fields 2. New Case Page Layout 3. New Territory 4. New Support Process 5. New Case Record Type

1. New Custom Fields 2. New Case Page Layout 4. New Support Process 5. New Case Record Type Multiple support processes allow for different Case Status selections. In addition to needing to add a new Support Process, you would also need to create another Case Record Type and Page Layout to fulfill the requirements. Since the question also mentioned that new information would also be captured, this means that new Custom Fields will also need to be created. Refer to https://help.salesforce.com/articleView?id=customize_processes.htm&type=0&language=en_US&release=206.15 for more details.

Which statement about Record Types is true? 1. Record types can be used to define which values are available for users to select from picklists. 2. Profiles can be assigned access to only one Record Type, per Profile. 3. Users can only view records with a Record Type to which they have been granted access. 4. The Primary Record Type cannot be changed for a Profile, once it has been specified.

1. Record types can be used to define which values are available for users to select from picklists. When you edit a Record Type on an Object, the list of Picklist fields displays, allowing you to go in and select which values will be visible to users. If users complain of values missing from a picklist field, check the settings for the field under the Record Type.

What functionality is available when utilizing the Data Export feature under Data Management in the Setup menu? (select 3) 1. Schedule a recurring export weekly 2. Schedule a recurring export monthly 3. Include all data 4. Schedule a recurring export daily

1. Schedule a recurring export weekly 2. Schedule a recurring export monthly 3. Include all data You can schedule a weekly or monthly export from the Data Export feature, but you cannot schedule a daily export. You can also select to export all data from the Data Export feature.

Which of the following are valid ways to make a field Read-Only? (select 2) 1. Set the field to Read-Only in the Page Layout. 2. Set the field to Read-Only in the Field Level Security (FLS) settings 3. Override the standard page layout with a Visual Force page, redered as PDF 4. Create a new field with a field type of Read Only.

1. Set the field to Read-Only in the Page Layout. 2. Set the field to Read-Only in the Field Level Security (FLS) settings You can edit a page layout and specify a field as Read-Only, or set the Field Level Security for the field to Read-Only. You actually can also create a Visualforce page that renders as a PDF and display Salesforce format as a Read-Only PDF, but this would make all fields on the page Read-Only, so that's taking things too far. There's no such field type as Read Only when creating a new field.

What does a controlling field dictate in a field dependency? 1. The values that display in the dependent field. 2. The default value of the dependent field. 3. Controlling and dependent fields are independent of each other. 4. The visibility of the dependent field.

1. The values that display in the dependent field. The values that appear and can be selected in a dependent field are controlled by the controlling field. https://developer.salesforce.com/docs/atlas.en-us.206.0.fundamentals.meta/fundamentals/adg_simple_app_adv_field_dependencies.htm

Which of the following is the appropriate definition of Permission Sets? 1. Defines how users access objects and data, and what they can do within the application 2. A collection of settings and permissions that give users access to various tools and functions. 3. Makes automatic exceptions to your org-wide sharing settings for defined sets of users 4. Defines if a field is accessible to users within a Profile.

2. A collection of settings and permissions that give users access to various tools and functions. Users can have only one profile, which is defined in the second answer, but can be assigned to multiple permission sets. It is best practice to create permission sets rather than creating new profiles, whenever possible. Refer to https://help.salesforce.com/articleView?id=perm_sets_overview.htm&type=0&language=en_US&release=206.15 for more details.

What is the Salesforce feature called that you use to assign limited admin privileges to users in your org who aren't administrators? 1. Salesforce Light 2. Delegated Administration 3. Junior Admin 4. Salesforce Super User

2. Delegated Administration Utilize Delegated Administration to assign limited administrative privileges to users who are not administrators. Refer to https://help.salesforce.com/articleView?id=admin_delegate.htm&type=0&language=en_US&release=206.13 for more details.

The VP of Sales needs a way to quickly find close/won opportunities that match the attributes of other opportunities that are currently being worked by the Sales Team. What would you do to fulfill this requirement? 1. Ask a developer to write an Apex Trigger. 2. Enable Similar Opps and select the fields that you want Similar Opps searches to match against. 3. Determine common criteria around which workflow rules can be created, so that email alerts can be sent when similar opps are created. 4. Configure the Big Deals Alerts

2. Enable Similar Opps and select the fields that you want Similar Opps searches to match against. There is a feature in Salesforce for Similar Opportunities, which can be enabled and configured to match against fields. This feature allows users to find Closed/Won opportunities that match the attributes of an opportunity they're currently working on, so they can quickly access information that might help them close their open deals. Big Deal Alerts have to do with large opportunities and sending alerts related to them. You always want to avoid resorting to code, such as Apex Triggers, whenever something can be done declaratively on the platform (i.e. Clicks instead of Code), so asking a developer to write a trigger would be more time and cost intensive than simply enabling and configuring the Similar Opportunities feature. Workflow rules can't really pull in matching records. The Process Builder could perhaps fulfill this, but the myriad of possibilities would make creating it very complex. You could also potentially tie in a Flow with a Process to avoid resorting to code, but then again, that would be overly complex and time consuming as well. The main point of my ramblings is that you'll learn there are many ways to accomplish something on the Salesforce Platform. The key is learning which is the best option, given a scenario, and understanding the plusses and minuses of each approach. For more info on the Similar Opportunities feature, refer to https://help.salesforce.com/articleView?id=customize_oppsimilaropp.htm&language=en_US&type=0.

If the Organization-Wide Default setting on Accounts is set to Private, which records will an Account report return? 1. None of the above. 2. All Accounts owned by the user running the report only. 3. Accounts owned by the user and the users below them in the Role Heirarchy. 4. All Accounts for the entire org, regardless of which user generated the report.

3. Accounts owned by the user and the users below them in the Role Heirarchy. The data displayed in a report is returned based on the security and access settings of the user that is running the report.

You are tasked with mass updating 200 lead records to change the Lead Source value on them. How can you perform these changes to all 200 records all at once? (select 2) 1. Create a workflow rule to force the update of the Lead Source field on the Lead record. 2. Export the Lead Records, update the Lead Source and then import the records back into SF using the Data Loader. 3. Create List View and set it to display 200 records at a time and then update all 200 Lead records via inline editing from the list view to make the update. 4. Create a process to update the Lead Source records.

2. Export the Lead Records, update the Lead Source and then import the records back into SF using the Data Loader. 3. Create List View and set it to display 200 records at a time and then update all 200 Lead records via inline editing from the list view to make the update. Workflow Rules and Processes could theoretically accomplish this, but you would have to perform some sort of edit on one record at a time in order for the Lead Source field to update on each. You could add a checkbox field on the Lead object called Update and mass-check that checkbox on the 200 records and then have the workflow or process fire based on that checkbox firing, followed by the action of the field update for the Lead Source, but that is more involved than just exporting using the Data Loader and then reimporting the update. The easiest way is via the List View option, as long as all of the Lead records have the same record type (you can't do mass inline editing from a list view if the records in the list view are of different record types).

The Director of Client Services has asked you to update a Monthly Revenue Report, so that the report is automatically emailed to a Public Group on the first day of each new Month. What would you do to accomplish this? 1. Create a workflow rule to send an email alert with the report attached 2. Go to the report and click the Run Report dropdown and select Schedule Future Runs, to set the scheduling and delivery of the report. 3. Go to the report and click the schedule button. 4. Write an Apex Trigger, because this is the only way this can be done in SF.

2. Go to the report and click the Run Report dropdown and select Schedule Future Runs, to set the scheduling and delivery of the report. Reports can be scheduled to run in the future, and the resulting reports can be sent by email to public groups. There is no Schedule button available on reports and you cannot attach a report via a workflow rule. You could probably do this with an Apex Trigger, but apex triggers aren't on the admin exam.

The Call Center Manager has requested that you add the ability for Service Reps to manually grant access to Cases to other Salesforce users. What Security and Access feature would you use to fulfill this requirement? 1. Sharing Setting 2. Manual Sharing 3. Org Wide Default 4. Sharing Rule

2. Manual Sharing Manual sharing empowers users to grant access to records to other users that do not have access through org-wide defaults, sharing settings, or the role hierarchy. By adding the Sharing button to a page layout, a user can click it to see the Sharing Detail page, which displays who has access to the record, their access level, and the reason they have been granted access. Additional users can be added to this list by clicking Add and then select to share the record with a user, public group, role, or role and subordinates. You can grant Read or Read/Write access to the record via Manual Sharing. The other possible answers that are listed with this question have to do with automatic system settings that determine access. The key with this question was that the user is needing to be able to manually share a record.

The Company you work for has recently acquired another company. With this acquisition, your Salesforce instance now not only needs to support the sales of Products, but you must also incorporate the sales of Consulting Services. The Consulting Services opportunities will require different Stages than those that are on product opportunities. What must be created in Salesforce to accommodate these changes? (select 2) 1. New Territory 2. New Sales Process 3. New Region 4. New Opportunity Record Type

2. New Sales Process 4. New Opportunity Record Type It is the Sales Process that determines which stages display on an opportunity. These are specified by record type on the opportunity, so therefore, you would need to create a new Sales Process and Opportunity Record Type to accommodate this requirement.

You have specified Login IP Ranges across all Profiles in your Salesforce org. What happens when a user tries to log in from an undesignated IP address that is outside of the allowed Login IP Ranges that you have set? 1. The user receives a login challenge for verification of their identity, such as a code sent to their mobile phone. 2. The login request is denied. 3. The user is allowed to log in, but remains in Read-Only mode until the Login IP Range is updated to include their IP Address. 4. An email alert is sent to the Sys Admin and the user is allowed to log in.

2. The login request is denied. Login IP Ranges dictate which IP addresses users can log in from, and if an attempt is made outside of that range, the request is denied. This is not to be confused with Trusted IP Ranges, which define a list of IP addresses from which users can log in without receiving a login challenge for verification of their Identity. Refer to https://help.salesforce.com/articleView?id=users_profiles_epui_login_ip_ranges.htm&type=0&language=en_US&release=206.13 for more details

What is the primary function that enabling Ideas in a Community provides? 1. To provide access to Knowledge Articles to the Community Members. 2. To comment and vote for Ideas posted by other community members. 3. To enable Community Members to follow records and post comments 4. There is no such thing as ideas.

2. To comment and vote for Ideas posted by other community members. Ideas is a community of users who post, vote for, and comment on ideas. Salesforce's own Idea Exchange is driven by Ideas. Refer to https://help.salesforce.com/articleView?id=ideas_about.htm&type=0&language=en_US&release=206.15 for more details.

Which statement is true about Report Folders? 1. None 2. Users with the Manage Public Reports permission can create Report Folders. 3. Users in the same Role can see the contents in each other's personal folders. 4. Sys Admin can directly access reports saved in another user's personal folders.

2. Users with the Manage Public Reports permission can create Report Folders. The only way a System Administrator can get into another user's personal report folder is if they are able to log in as that user and then navigate into it, so they can't technically access a user's personal folder directly. You have to have the Manage Public Reports permission in order to create Report Folders. Other users cannot see each other's personal report contents.

The VP of Marketing has purchased a list of 49,000 Leads that need to be imported into Salesforce. Which Data Import tool is best suited for importing these records? 1. None of the above 2. Data Loader 3. Data Import Wizard 4. Workbench

3. Data Import Wizard The Data Import Wizard can import up to 50,000 records at one time. It can also accommodate the importing of Lead Records, therefore this is the best selection.

When creating a Custom Report Type, which are valid relationship options to choose between objects A and B? (select 2) 1. All A and B records must be unrelated 2. All A and B records must be related 3. Each A record must have at least one related B record. 4. A Records may or may not have related B records.

3. Each A record must have at least one related B record. 4. A Records may or may not have related B records. When creating a custom report type, you can specify either that each "A" record must have at least one related "B" record, or that "A" records may or may not have related "B" records. Refer to https://help.salesforce.com/articleView?id=reports_defining_report_types.htm&type=0&language=en_US&release=206.15.

How do you make the Create New component display on the Home Page in the Salesforce Classic interface? 1. Enable Quick Create for your org. 2. The Create New component always displays on the Home Page and cannot be turned off. 3. Edit the Home Page Layout and select Create new as . Narrow Component to Show. 4. Create New cannot be added to the Home Page in SF

3. Edit the Home Page Layout and select Create new as Narrow Component to Show. The Home Page Layouts section in the Setup menu displays any Home Page layouts that have been created for your org, and from which you can assign home page layouts to individual Profiles. You can edit a Home Page Layout by clicking Edit next to its name and then selecting the Wide Components to Show (for the Right side of the Home Page) and the Narrow Components to Show (for the Left side of the Home Page), by checking the desired checkboxes - one of which is Create New. Create New on the left of the Home Page is not to be confused with Quick Create, which enables users to create new records from a Lookup search window. Refer to https://help.salesforce.com/articleView?id=basics_creating_records_with_quick_create.htm&type=0&language=en_US&release=206.15 for more details.

Which Activity Management feature is used to schedule a work assignment activity for a user? These items pop-up as reminders, at the previously set time and can be marked as complete by the user. 1. Cloud Scheduler 2. Activity 3. Event 4. Task

3. Event Events are for meetings and the Cloud Scheduler is also used for meeting requests that are sent to people outside of your Salesforce organization. A Task is used to schedule tasks for users to complete.

How do you determine if a User's account has been Frozen? 1. Go to their User Detail page and se if the Frozen checkbox is checked. 2. Go to their user detail page and click the Freeze button to display the Freeze Status of the User. 3. Go to their user detail page and see if the Unfreeze Button is displayed. 4. Generate the frozen user report.

3. Go to their user detail page and see if the Unfreeze Button is displayed. If a user is frozen in Salesforce, then the Freeze button is replaced with an Unfreeze button in the User Detail screen. There is no such thing as a Frozen User report and there is no Frozen checkbox on the User Detail screen, so let it go.

Which of the following is not a valid component of Chatter? (select 1) 1. Bookmarks 2. People 3. Location 4. Groups 5. Topics

3. Location Go to the Chatter tab and look at what is available on the left side of the screen. You should see things such as Feed, What I Follow, Bookmarked, People, Groups, Files and Topics, to name a few. If you encounter a question like this on the exam and it is mentioning what are components of Chatter, they are asking about these types of things. Do your best to get familiar with what is available to click on the left side when accessing the Chatter tab and you will be fine.

Which of the following is the appropriate definition of Sharing Rules? 1. A collection of settings and permissions that give users access to various tools and functions. 2. None 3. Makes automatic exceptions to your org wide sharing settings for defined set of users. 4. Defines how users access objects and data, and what they can do within the application.

3. Makes automatic exceptions to your org wide sharing settings for defined set of users. Sharing Rules are exceptions that you grant on top of your org-wide defaults. Refer to https://help.salesforce.com/articleView?id=security_about_sharing_rules.htm&type=0&language=en_US&release=206.13 for more details.

Which statements are true regarding Public Groups? (select 2) 1. Public Groups are the same as chatter groups. 2. Public Groups can be created by any SF user. 3. Public Groups can be selected to manually share a record with. 4. Public Groups can be specified when creating a Sharing Rule.

3. Public Groups can be selected to manually share a record with. 4. Public Groups can be specified when creating a Sharing Rule. Public Groups can be selected when manually sharing a record. They can also be specified in Sharing Rules. A Chatter Group and a Public Group are two different things in Salesforce. Not all users can create Public Groups.

What type of field would you create to display the total value of open opportunities belonging to an account on the Account Page Layout? 1. Currency field 2. Number field 3. Rollup Summary Field 4. External Field

3. Rollup Summary Field A rollup summary field can sum up the value of all open opportunities on an account, because there is a master-detail relationship established between account and opportunity.

What mobile application can you use to access the latest Release Notes from Salesforce and quickly perform common Administrative tasks, such as resetting user passwords? 1. Salesforce Classic 2. Lightening Experience 3. SalesforceA 4. Salesforce1

3. SalesforceA The SalesforceA mobile app is designed specifically for System Administrators, and provides quick access to release notes, along with common administrative functions. Lightning Experience is the new user interface for the desktop version of Salesforce and Salesforce Classic is the old interface. There was also an old mobile application called Salesforce Classic, which has been phased out. Salesforce1 is the mobile app that you would use as an end-user of Salesforce to update records, but this app does not provide administrative functionality from directly within the app.

Which of the following is a proper definition of the Time Based Workflow Queue? 1. The Time-based workflow queue is a group consisting of users that varies based on the time of day. 2. The time-based workflow queue displays immediate workflow actions that were unable to process immediately. 3. The time based workflow queue displays pending actions in your org, along with the time they are set to happen. 4. The time-based workflow queue is a group of users that are tasked with approving or rejecting approval requests in SF.

3. The time based workflow queue displays pending actions in your org, along with the time they are set to happen. The Time-Based Workflow Queue displays pending actions in your org, along with the time that they are set to happen. If the corresponding record is updated and the criteria that originally places the action in the Time-Based Workflow Queue is no longer valid, the action is removed from the Time-Based Workflow Queue automatically. Here's a handy FAQ with all sorts of scenarios that are good to know - https://help.salesforce.com/articleView?id=000005245&type=1&language=en_US

What type of rule does Salesforce make available that helps improve data quality? 1. Workflow Rule 2. Escalation Rule 3. Validation Rule 4. Auto-Response Rule

3. Validation Rule Validation rules verify that the data a user enters in a record meets the data quality standards you specify before they are able to save the record. Refer to https://help.salesforce.com/articleView?id=fields_about_field_validation.htm&type=0&language=en_US&release=206.15 for more details.

Which statement is true regarding Record Types? 1. Users can view records belonging to any record type, even those with a Record Type that has not been assigned. 2. Users are assigned a Default Record Type for each object they have access to. 3. Record Type assignments on a profile determine which Record Types a user can use when creating or editing a record. 4 All of the above 5. Every Record Type has a corresponding page layout assignment for each Profile.

4 All of the above There is a lot of confusion surrounding Record Type assignments, and what that actually controls or grants access to. The main points to understand, as detailed in https://help.salesforce.com/articleView?id=permissions_record_type_access.htm&type=0 is this particular section - Users can view records assigned to any record type. As a result, a page layout is assigned to every record type on a user's profile. A record type assignment on a user's profile or permission set doesn't determine whether a user can view a record with that record type. The record type assignment simply specifies that the user can use that record type when creating or editing a record.

You have previously created several formula fields on the Case page layout, which you utilize for troubleshooting purposes as an Administrator. The Support Representatives have mentioned they do not need to see these fields. What can you do to accommodate this request? 1. Delete the formula fields. 2. Tell the support reps to be thankful they have a job and stop complaining. 3. Delete the fields from the page layout and instead schedule a report to email to you with these formula fields displayed. 4. Clone the Case Page Layout and remove the Formula fields from view and then assign the new page layout to the Support Reps.

4. Clone the Case Page Layout and remove the Formula fields from view and then assign the new page layout to the Support Reps. The purpose of being able to assign different page layouts to users with different profiles is so that you can show or hide fields and sections, based on how different people are using Salesforce. You will often want to have admin only type fields at your disposal when viewing records, but you won't want these records to display for end users. The best approach is to create an Admin page layout and assign that layout to yourself, while keeping other users assigned to more generalized page layouts geared towards their specific job functions.

You find yourself needing to delete a thousand Lead records that were imported in error. Which Data Management solution could you utilize to accomplish this? (select 2) 1. Import Wizard 2. List Views 3. Recycle Bin 4. Mass Delete Leads link 5. Data Loader

4. Mass Delete Leads link 5. Data Loader The Data Loader can be used to Mass Delete records in Salesforce. Although the Data Import Wizard is able to work with Lead records, it can only be used to add, update or upsert (add and update at the same time) records and cannot be used for deletion purposes. The Recycle Bin is where records go when they are deleted, but can't be used to perform actual record deletions. You can Mass Delete records via a List View, but this requires a custom JavaScript button and all of the records in the List View have to be of the same record type - this isn't supported in Lightning Experience, either, so deleting via List Views is not the best option, although there is technically a more involved way to accomplish this. One final option is that there is a Mass Delete Leads link available to you from the Leads home page, when you click the Leads tab. That's probably the easiest way to mass delete Lead records.

Your company's Sales Teams are segmented into two categories: Business to Business (B2B) and Business to Consumer (B2C). The B2B Accounts need to be visible to the B2B Sales Team only. However, the B2C Accounts should be visible to both the B2B and B2C Sales Teams. What is the best way to meet requirement? 1. Set the Org Wide Default for Accounts to Private, and then create a Sharing Rule to share the B2C accounts with both teams and another Sharing Rule to share the B2B accounts strictly with the B2B team. 2. Create a new profile for the B2C Sales Team members and remove Read access to the B2B Accounts from it. 3. Set the Org Wide Default for Accounts to Private, and then instruct the B2B Sales Team to manually share B2C accounts with the B2C Sales team. 4. Set the Org Wide Default for Accounts to Public, Read/Write, and then create a Sharing Rule to limit access to the B2B accounts in order to hide them from the B2C Sales Team.

4. Set the Org Wide Default for Accounts to Public, Read/Write, and then create a Sharing Rule to limit access to the B2B accounts in order to hide them from the B2C Sales Team You can't limit access via a Sharing Rule, but only expand access. You would want to set the Org Wide Default on Accounts to Private, since the best-practice principles of the Security Model in Salesforce dictate that you start with the most restrictive settings, and then you open up further access and rights through Sharing Rules, for instance. You could technically ask one team to manually share with another, but this isn't the best option, when there is an automated way to accomplish this in the system by way of a sharing rule.

Website visitors fill out a web-to-case form on your company's website to submit a new case. The Support Manager has requested that these cases be automatically assigned to one of three queues, based on the country in which the case submitter resides. What Service and Support feature can be used to fulfill this request? 1. Escalation Rules 2. Case Teams 3. Auto-Response Rules 4. Workflow Rules 5. Assignment Rules

5. Assignment Rules Case Assignment Rules are used to automatically assign ownership of Cases, based on criteria that can be set. Escalation Rules can be used to change the owner to a different user or queue, based on time-based criteria. A Workflow Rule could be used, but isn't the ideal solution, because the owner of the case would initially be set, and then the case would have to be updated via the workflow rule and a field update to change the owner. You would also need 3 different Workflow Rules to accommodate this request, whereas with Assignment Rules, you would only have one assignment rule and you can have multiple evaluation criteria.

How do you deactivate a user in Salesforce? 1. Check the de-activate button on their User Detail page. 2. Set the user's profile to Inactive 3. Clear the User License field on their User Detail page. 4. Set the user's Role to inactive 5. Uncheck the Active checkbox on their User Detail page.

5. Uncheck the Active checkbox on their User Detail page. To de-activate a user, uncheck the Active checkbox on their User Detail page. Profiles and Roles do not control whether a user is set to active or not in the system. There is no such thing as a De-Activate button. You cannot clear out the User License field on a user record.

Which of the following are valid options when customizing a report? (select 3) 1. Schedule a refresh 2. Add a grouping 3. add a gauge component 4. Summarize fields 5. Add a filter

Add a grouping, summarize fields, add a filter. When customizing a report, you are able to add a grouping, add a filter and also summarize fields. Scheduling a refresh and adding a gauge component are customization options available to you when you are working with a dashboard, not a report.

Independent Software Vendors (ISVs) create applications that you can install into your own Salesforce organization to further extend the platform. What is this App Store for Salesforce called? 1. Google Play 2. AppExchange 3. App Store 4. Idea Exchange

AppExchange The AppExchange is Salesforce's online app store, from where you can search for and install applications into your own Salesforce org. Refer to https://help.salesforce.com/articleView?id=faq_distribution_installing_who_can_use.htm&type=0&language=en_US&release=206.13 for more details. The Idea Exchange is where Salesforce users submit Ideas for improvements to the platform which are voted on by the Salesforce user community. These ideas sometimes become implemented in future releases of Salesforce.

You have been tasked with creating a new profile for a new team that has been created that focuses strictly on Social Media Marketing. These users report that a Custom App they used to have access to no longer appears from the Applications dropdown menu at the top-right of the screen in Salesforce Classic. What do you need to adjust on the Profile to get this Application to display for this new Profile's assigned users? 1. Assigned Apps 2. Permission Sets 3. App Permissions 4. Object Settings

Assigned Apps You would need to make the app visible to the profile from the Assigned Apps section of the Profile. The App Permissions section of the profile control specific permissions related to standard apps in Salesforce, such as Call Center, Content, Knowledge Management, etc. The Object Settings section on the profile controls the CRUD (Create, Read, Update, Delete) rights and Record Type designations for an object for a profile, but doesn't control app access and visibility. You can also grant access to an app via a Permission Set, but you do not access Permission Sets or assign them from within Profiles.

When mapping fields for the Lead conversion process, which other objects can you map fields to in Salesforce? (select 3) 1. Contact 2. Lead 3. Account 4. Opp 5. Report

Contact, Account, Opp. When you click the Map Lead Fields button from the Lead Custom Fields and Relationships section on the Lead Fields page, you are able to map custom lead fields to custom fields on the Account, Contact and Opportunity objects. Refer to https://help.salesforce.com/articleView?id=lead_conversion_mapping.htm&type=0&language=en_US&release=206.15 for more details.

True or False: Once you have set a Custom Fiscal Year for your Salesforce organization, it can be reverted back to a Standard Fiscal Year.

False. Once a Custom Fiscal Year has been set for your Organization, it cannot be reverted back to a Standard Fiscal Year.

True or False: One of the available action types that can be performed in the Process Builder is Submit for Approval.

False. The Process Builder is able to Submit for Approval from the Action Type dropdown. Other available actions include Apex, Create a Record, Quick Actions, Processes, and more.

True or False: Once a Running User has been specified for a Dashboard, the Running User designation cannot be changed.

False Each dashboard has a running user, whose security settings determine which data to display in the dashboard. The Running User of a Dashboard can be changed, if the setting 'Let authorized users change running user' has been set. Refer to https://help.salesforce.com/articleView?id=dashboards_select_running_user.htm&type=0&language=en_US&release=206.13 for more details.

True or False: Whenever you delete a custom field, you must subsequently manually delete the custom field from all page layouts in which the custom field is displayed.

False When you delete a custom field, it is automatically removed from all associated page layouts without you having to manually remove the field from each.

True or False: You can mass import articles into Salesforce Knowledge.

False You may import existing information into Salesforce Knowledge by performing a few key steps, such as preparing articles for import, creating a csv file for article import, set the article import parameters, create an article .zip file for import and you can also find the status of your article imports and exports on the Article Imports page in Setup. Refer to https://help.salesforce.com/articleView?id=knowledge_article_importer.htm&type=0&language=en_US&release=206.15 for more details.

On which object is a Master-Detail Relationship established? 1. Detail Object 2. Master Object 3. Junction Object 4. None

Junction Object The Master-Detail relationship is created on the Detail Object as a new custom field specified as a Master-Detail relationship. Master-Detail Relationship fields are always created on the Detail (child) and related lists can be set to display on the page layout of the Master (parent). Junction objects have two master-detail relationships and are used to establish a many-to-many relationship in Salesforce. Refer to https://help.salesforce.com/articleView?id=overview_of_custom_object_relationships.htm&type=0&language=en_US&release=206.13 for a good Objects Relationship Overview.

Which Security features in Salesforce control a user's ability to Create, Read, Update and Delete object records? (select 2) 1. Permission Sets 2. Roles 3. Profiles 4. Public Group

Permission Sets, Profiles The CRUD (Create / Read / Update / Delete) rights are set at the Profile level, under Object Settings. There is also an Object Settings designation on Permission Sets - it is in those two places that you can specify the ability to perform CRUD operations on an object's records. Public Groups are a group of users and provide a way to categorize users into logical groups. Role Hierarchy dictates what records a user will have access to, if access is granted using hierarchies, but Roles and the Role Hierarchy do not dictate CRUD rights in Salesforce.

The Operations Director has requested that each time a new Opportunity is won, a custom Survey object record is created and related to the Account that the Opportunity belongs to. Which Workflow Automation tool can accomplish this in Salesforce? 1. Process Builder 2. Escalation Rule 3. Assignment Rule 4. Workflow Rule

Process Builder The Process Builder is able to Create a Record, and this option is available as an Action Type. Workflow Rules do not have as an available action to create a new record - the only 4 actions available from Workflow Rules are Field Update, Email Alert, Task Creation and Outbound Message. Both Escalation Rules and Assignment Rules cannot create new records, but deal with assigning and changing ownership of existing records, such as Cases.

This newer Sales and Productivity Feature is available in Lightning Experience, and provides users with Key Fields and Guidance for Success at the top of the page layout, which may be modified with each stage of an opportunity. 1. Sales Process 2. Sales Path 3. Lead Conversion Process 4. Process Builder

Sales Path Use this component to guide sales reps through the stages of the sales process and prompt them to enter key field information and record activities. The Sales Path component is used on the Opportunity or Lead record detail pages. This feature has most recently been called simply Path, and is able to be added to objects beyond Leads and Opportunities in Lightning, although I doubt this will be appearing on the admin exam any time soon, I wanted to let you know. Please do message me if you see a question on the exam specific to Path (not Sales Path) - Refer to https://help.salesforce.com/articleView?id=rss_sales_path.htm&type=0&language=en_US&release=206.13 for more details.

True or False: The Home tab can be customized to display open tasks.

True Calendar views display your own calendar and coworkers' calendars along with list views of open tasks. On the Home tab, the Calendar section shows upcoming events, a date picker for the month, and links to other calendar and activity views. You can share your calendar with coworkers and print calendars and task lists. Refer to https://help.salesforce.com/articleView?id=activities_using_calendar_icons_cex.htm&type=0&language=en_US&release=206.15 for more details.

True or False: Knowledge can be enabled in a Salesforce Community

True Salesforce Knowledge may be enabled in a Salesforce Community (formerly known as a Portal). Refer to https://help.salesforce.com/articleView?id=networks_knowledge_access.htm&language=th&type=0 for more details.

True or False: You can specify to send a refresh notification to users with access to a dashboard whenever you schedule a dashboard refresh.

True You are able to specify email recipients when scheduling a dashboard refresh. Refer to https://help.salesforce.com/articleView?id=dashboards_schedule_refresh.htm&type=0 for more details.

True or False: You cannot delete a custom field that is referenced by a Field Update

True You can't delete a custom field that is referenced elsewhere in Salesforce, such as in Apex code, or a Field Update, for instance. Refer to https://help.salesforce.com/articleView?id=deleting_fields.htm&type=0 for more details.