SFDC Admin Exam
A system administrator can opt to lock users out of Salesforce.org if they exceed a certain number of failed login attempts
A
An active user record consumes a license A. True B. False
A
If a company opts to use the Custom Fiscal Years, they cannot use the standard forecasting option. A. True B. False
A
In order to enable multi-currency feature in Salesforce, you must A. Contact Salesforce.com B. Check the enable multi-currency checkbox in your Chatter profile C. Operate your business in at least two different countries D. you cannot enable this feature once you've implemented Salesforce
A
Locale settings control how users view date formats, time formats, and number formats A. True B. False
A
Standard profile permission cannot be edited A. True B. False
A
System administrators can modify tab settings for custom profiles (Default on, Default off, and Hidden). A. True B. False
A
User interface settings are global settings and apply to all users of an org A. True B. False
A
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
Which statement about Case Assignment Rules is correct? A. A case assignment rule can consist of multiple rule entries B. The assignee automatically gets an email notification when the case is assigned to them C. A case be assigned to a user, queue, or role D. Multiple assignment rules can be active
A A case assignment rule can consist of multiple rule entries. Only one assignment rule can be active at a time. Activating another case assignment rule will deactivate the existing active one. Also, a case assignment rule entry can only be used to route cases to a user or queue, not a role. The assignee can only get an email notification if an email template is a set. If not email template is a set, an email is not sent Service & Support applications - Describe the capabilities of case management
Which knowledge feature can assist in making it easy to find knowledge articles that are relevant for products sold in North America? A. Data categories B. Article Filters C. Article Chanels D. Category Groups
A Data categories can be used to organize, search, filter, and control access to Salesforce Knowledge articles. Filters are only applied after a Knowledge search and only to the articles returned in the search. It will therefore not be helpful in finding articles especially without categories. Category groups are containers used to organize and group individual data categories. Each category group could have multiple data categories. These category groups could include categories that are not relevant to the specific articles needed Service & Support Applications - Describe the capabilities of Salesforce Knowledge
United Technologies is rolling out a large new initiative & management needs to know how many users can added to a group task in Lightning Experience. How many users should the administrator state? A. 200 B. 25 C. 10 D. 100
A In Lightning Experience group tasks can be assigned to up to 200 users and each user will be assigned an independent copy of the task Activity Management & Collaboration - Describe the capabilities of activity management
A user is working in salesforce when the login hours end, what will happen? A. The user can continue viewing the page, they are currently on, but if they take further action to navigate to a new page, they will be logged out. B. The user can continue to work with no impact C. The user can continue working but no users can log in D. A warning message is displayed and the user is logged out immediately
A The user can continue viewing the page they are currently on, but if they navigate to a new page, the session will end, they will be logged and a message displayed: your login attempt has failed. the username or password may be incorrect or your location or login time may be restricted. Please contact the system administrator at your company for help User Setup - Identify the steps to set up and maintain a user
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 opp 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 piclist C. page layout D. record type
A validation rules can be used to make fields conditionally required based on the opp stage
Cosmic Circle Financial uses Salesforce Knowledge to record organizational procedures in Salesforce. Procedures related to finance should only be available to finance users. Which of the following should be used achieve this? A. Data Category Visibility B. Knowledge Settings C. Article Permissions D. Knowledge Article Channels
A Article access can be restricted by the data category. A data category could be set up for Finance, and Finance articles can be assigned to this data category. Data category visibility for Finance could be set for certain roles, profiles, or individual users by using permission sets. Channels are used to make a specific articles visible for internal users, partners, customers, and/or public users via the 'channels' field. Article permissions are used to specify permissions for specific article types. In this scenario, a single article type should be used for organizational procedures. The 'knowledge settings' page in Setup contains various settings related to Knowledge, but they cannot be used to make articles available to users Service & support applications - Describe the capabilities of Salesforce knowledge
What determines the type of content a. knowledge article displays in Lightning Knowledge? A. Record Type B. Composition Style C. Article versions D. Article data category
A In Lighting Knowledge, a record type controls how an article displays and what type of information and fields are included. Article versions are used to save an older version of a published article and allow users to see what article version is associated with a case. Article data category helps classify and find articles and controls access to a specific set of articles. There is no composition type feature or setting in Salesforce Service & Support Applications - Describe the capabilities of Salesforce Knowledge
A project manager is leading a team project and would like to share project information and files only with the project team members. What Salesforce feature can support this requirement? A. Create a private Chatter group and add the project team members to the group B. Create a private project workspace and add the project team members C. Create a public Chatter group, add the project team members, and then change the group access level to private D. Create a public Chatter group and only invite the project team members
A In private Chatter groups, only group members can see and add posts, comments and files. Any user can join a public Chatter group. It is not necessary to first create a public group and make it private as the user can specify the access level when creating the group Activity Management & Collaboration - Describe the feature of Chatter
An administrator realizes he needs to restore fields he deleted 5 days ago. Which of the following must be done after restoring a custom field? Chose 2 answers. A. Convert any lookup relationships to master-detail if required B. Make the restored field required if necessary C. Restore lead conversion field mapping D. Set the data type of the restored field
A, B Lead Fields that are mapped to account, contact, or opportunity fields for lead conversion are still mapped accordingly when restored and its data type is also retained, so these are not required upon custom field recovery Standard & Custom Objects - Explain how to create, delete, and customize fields and page layouts on standard and custom objects and understand the implications of deleting fields
A Salesforce Administrator would like knowledge base content to be available in the company's public website. How can this be achieved? Choose 2 answers. A. Enable Salesforce Knowledge B. Create a Help Center Community C. Enable 'Share internal Knowledge articles externally' in profile settings D. Build a custom solution to expose knowledge content to a public site
A, B Making knowledge content available to a public knowledge base is not enabled by default. To make it available, Saleforce Knowledge needs to be enabled and a Help Center Community created. The Help Center template can be used to build a self-service community which exposes the articles that are made available from the company's knowledge base. The 'Share internal Knowledge articles externally' profile permission allows users with the profile to insert articles into an email and send it to customer but will not make it available in the company's website Service & Support Applications - Describe the capabilities of Salesforce Knowledge
Leadership of a large apparel company wishes to enable the My Domain feature in Salesforce. What does the administrator need to consider before enable the My Domain feature? Choose 2 answers. A. After the new domain has been deployed, it cannot be reversed B. Visualforce page URLs will change C. My Domain cannot be used in a sandbox environment D. User will not be able to login from https://login.salesforce.com
A, B My Domain is available for sandbox environments, and users still have the option to login from login.salesforce.com unless it has been prevented Security & Access - Explain the various organization security controls
the sales ops team at ursa major solar needs to import and export accounts, contacts, opportunities, and orders which profile permissions do the sales operation team need to be able to perform this task? (choose 2 answers) A. API enabled B. Modify All for those objects C. view all data D. weekly data export
A, B the modify all setting on accounts, contacts, opportunities, and order objects means users with this permission can view, edit, and delete all records regardless of sharing. this meets the need of importing and exporting on just the stated objects
How can knowledge base articles be searched? Choose 3 answers. A. Using global search B. Using federated search on the Knowledge tab C. From the Article Management Tab D. Using sidebar search
A, B, C Neither sidebar search nor advanced search is designated to find articles. To find an article, use global search or the search tools in the sidebar on the Articles tab. Users may search Articles and external sources on the Knowledge Tab and use federated search to search all resources at once Service & Support Applications - Describe the capabilities of Salesforce Knowledge
A sales manager contacted the Sales Administrator with an issue that he is not able to add product to an opportunity. What does the Salesforce Administrator need to check? Choose 3 answers. A. The product is active B. The product has a standard price in the currency of the opportunity C. The product has been added to a price book in the currency of the opportunity and the price book entry is active D. The product has an active sales price in the currency of the opportunity E. The product is currently in stock
A, B, C The 'active' checkbox should be selected to ensure that a product is active before it can be added to an opportunity. Products need a standard active price before they can be added to a price book, which leads to a price book entry creation. For multi-currency orgs, the opportunity Currency is tied to the currency of the associated price book entry. If there is an existing opportunity line item, the currency of the product line item to be inserted should be in conjunction with the opportunity currency. The sales price is specified for a product that is added to an opportunity or quote Sales & Marketing Applications - Given a scenario, identify the appropriate sales productivity features using opportunity tools and know when products and Price Books should be used
Which of the following are true about List Views? A. Save list views for future use B. Specify which groups of users have access to the list view C. Print list views D. Follow records and view related Chatter posts E. Export List View Data to excel F. All of the above
A, B, C, D
Where can a system administrator go if they are all trying to determine why a user cannot log in to Salesforce? (select all that apply) A. The login history related list on the user's record B. the user's profile C. Manage users - login history D. Call Salesforce.com support
A, C
What is true about the running user for a dashboard? Choose 2 answers. A. the running user can be changed on the dashboard view page by authorized users B. if a user drills down into a source, the report will display data based on the running user's security settings C. The running user's security settings will determine the data that is displayed D. The dashboard will only display for the running user
A, C A running user can be selected to specify which data to display in a dashboard. A user with the 'view all data' permission can choose any user in the org to be a running user of the dashboard. A user with the 'view my team's dashboards' permission can choose any user below them in the role hierarchy. The dashboard will display for any user and will show the data that is accessible by the running user. If a user drills down into a source report, they will only see the data they have access to and not the data that the running user can access Analytics - Reports & Dashboards -- Describe the options available when creating and modifying dashboards
The finance department at Universal Rentals would like the Salesforce Administrator to implement manager approvals for Paid Time off requests. What is true regarding the approval process capabilities? Choose 2 answers. A. If enabled, an approver can receive and reply to approval requests via email B. Records are always locked for all users during an approval process C. Approval requests can be sent via Chatter for any standard object that has been abled for feed tracking D. Approval requests can only be assigned to users
A, C A system administrator and, if configured, an Approver can edit a record while it's locked for approval. Approval requests can be sent to individual users or a queue. Approvals can be handled through both email and Chatter if features have been enabled Workflow/Process Automation - Describe capabilities and use cases for approval process
How can leads be captured with Salesforce? Choose 2 answers. A. Web-to-Lead B. Chat-to-Lead C. Lead Import D. Lead Assignment
A, C Leads can be captured directly from the website using Web-to-Lead. With Web-to-Lead, up to 500 leads can be captured per day. Administrators and users with the 'import leads' permission can import a file up to 50,000 leads vis the Data Import in Setup. Lead Assignment refers to the rules that have been set up to assign leads that have already been captured to users or queues. There is no feature called Chat-to-Lead Sales & Marketing Applications - Describe the capabilities of lead automation tools and campaign management
A user would like to change the language that the user interface is displayed in. How can the administrator accomplish this? Choose 2 answers A. Change the language setting for the user B. Change the locale for the user C. Advise the user to change the language setting in the user's personal information D. Change the default Language setting in the company profile
A, C Updating the language setting in the user record or in the user's personal information will result in the user interface and the help language changing User Setup - Identify the steps to set up and maintain a user
Which of the following are capabilities of the Data Import Wizard adding or updating campaigns? Choose 2 answers A. Add existing contacts to a campaign in the same import B. Create accounts and add them to campaigns C. Add records of multiple objects to a campaign at a time D. Update campaign member statuses
A, D The Data Import Wizard allows updating the statuses of multiple campaign members at once. It can also be used to add multiple contacts as members of a campaign. The data import wizard is unable to create accounts and add them campaigns. Unlike the legacy campaign update wizard, it can only update wizard, it can only add records of one object at a time Sales & Marketing Applications - Describe the capabilities of lead automation tools and campaign management
Which of the following can be used to associate different campaigns together within a specific marketing program or initiative? A. Parent Campaign field B. Campaign Status field C. View Hierarchy button D. Manage Members button
A. The 'Parent Campaign' field on a campaign detail page allows associating campaigns with one another. The 'View hierarchy' button displays the existing hierarchy but doesn't allow you to edit the relationships. 'Manage members' is used to import/update the campaign members. The Campaign status displays the current status of the campaign Sales & Marketing Applications - Describe the capabilities of lead automation tools and campaign management
A user with a Chatter Free profile has access to records in Salesforce such as Accounts and Contacts A. True B. False
B
If the company locale is set to the US English, all users will have a default locale of US English and this cannot be changed
B
If your company's fiscal year follows the Gregorian calendar, you must use Custom Fiscal Years
B
Inline editing updates the field when A. the field is saved/updated B. when the record is saved/updated C. when the return key is pressed D. None of the above
B
Is a user leaves your company, the system administrator should do the following to prevent future access to Salesforce.org A. Delete their user record B. De-activate their user record C. Delete any account or contacts owned by that user D. None of the above
B
To prevent a user from logging into Salesforce outside of normal business hours, the system administrator would do this in A. The user record B. The user's profile Record C. Network Settings D. Role Hierarchy E. None of the above
B
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
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 won't do). What can the system administrator synchronize Salesforce and Outlook using lightning for outlook? A. Accounts B. Events C. Tasks D. Notes
B
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 opps and accounts
B
Which of the following is correct when wanting to set up a Chatter group in which customers can participate? A. an unlisted Chatter group cannot include customers B. 'Allow Customers' Chatter group setting must be checked C. Chatter group access must be set to Public or Private D. Any internal company user, who is a member of the new Chatter group, can invite a customer by entering the customer's email address via the 'invite people' option
B 'Allow Customers' is a Chatter group setting, and it must be checked before customers can participate in the group. Unlisted access type Chatter groups may also include customers. Internal users must be the owner or manager of the group to invite new members (whether internal users or customers). The standard Type group membership role does not allow this action. Membership role type can be Standard or Admin, Admi role allows Chatter group management Activity Management & Collaboration - Describe the features of Chatter
ursa major's solar 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 to the 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 Access to folder contents can be controlled based on roles, permissions, public groups, & license types
What is the purpose of Web-to-Lead auto response rules? A. Allow the lead to determine if they want an email confirmation of their product interest B. Allow different auto-response emails to be sent based on lead attributes C. Ensure that an email is sent to every lead captured from a campaign D. Ensure that an email Is sent to every lead created
B An auto-response rule can be used to send automatic email responses to lead or case submissions based on the record's attributes. Quick replies can be sent to customers to let them know that someone from the company received their inquiry or details about their issue Sales & Marketing Applications - Describe the capabilities of lead automation tools & campaign management
A Bluesky Marketing manager would like to generate a list of contacts for a mailing list. What report format would be the most appropriate to use? A. Summary B. All Salesforce Reports C. Tabular D Matrix
B There are only four report formates in Salesforce: Tabular, summary, matrix, and joined. A summary report format is used to group rows of data and allows for the display of subtotals. A matrix report format is used when there is a need to group data by rows and columns. A tabular report is a simple list of records with selected columns and is similar to a spreadsheet. In this scenario, a tabular report format is sufficient to meet the requirement
Global Telecom sells internet service that is invoiced monthly. What should be created to represent this? A. A default Product Schedule B. A default Quantity and Revenue Schedule C. Revenue Schedule D. A Quantity Schedule
B A Revenue and Quantity Schedule is suitable if the customers receive their orders on a delivery schedule and also pay for the products using a payment schedule Sales & Marketing Applications - Given a scenario, identify the appropriate sales productivity features using opportunity tools and know when products and Price Books should be used
A dashboard shows data from source reports in the form of visual components. These components should be all accept for which one? A. visual force pages B. custom reports types C. charts D. gauges
B Dashboard components can be charts, tables, gauges, metrics, or other components that can be created with Visualforce. Custom Report types define the underlying structure for new reports; they are not reports themselves Analytics - Reports & Dashboards -- Describe the options available when creating and modifying dashboards
Ursa Major solar has created an automated approval process to quickly communicate 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, C
Which of the following are part of the the Service Cloud offering? A. Opportunities B. Knowledge C. Entitlements D. Campaigns E. Quotes
B, C
What is true regarding the refresh of dashboards? Choose 2 answers. A. A dashboard is refreshed each time it is displayed B. After a scheduled dashboard refresh, it can be emailed automatically to a group of users C. A user can refresh the dashboard on demand by clicking the refresh button D. A dashboard can be scheduled to refresh hourly, weekly, or monthly
B, C Dashboards are not automatically refreshed when displayed. They can be manually refreshed or a refresh can be scheduled daily, weekly, or monthly. Dashboard notifications can be sent to multiple users Analytics - Reports & Dashboards -- Describe the options available when creating and modifying dashboards
How can knowledge base articles be accessed? Chose 3 answers. A. From the Solutions Tab B. From a customer community C. From the Case Feed D. From a public knowledge base site E. From a link on the case detail page
B, C, D On the Case Object, users may use the Case Feed Articles tool to search for articles relevant to the case, attach articles to the case, and email them to customers. A customer community can be used to provide customers with access to Salesforce Knowledge Articles. Community users can view and rate articles but cannot create or edit articles. Moreover, it is preferred that visitors can visit a public website to view Salesforce Knowledge articles, the 'Public Knowledge for Mobile, Web, & Facebook' app from the AppExchange can be installed. The solutions tab provides access to solutions instead of articles. The 'find articles' button in the 'articles' related list on a Case detail page can be used to access articles Service & Support Applications - Describe the capabilities of Salesforce Knowledge
Which of the following are the report formats supported by Salesforce? Choose 3 answers. A. Custom B. Matrix C. Joined D. Tabular E. Standard
B, C, D Salesforce supports 4 report formats: tabular, summary, matrix, & joined. Custom and Standard are report types Analytics - Reports Dashboard -- Describe the options available when creating or customizing a report
Which of the following are features of Chatter? Chose 3 answers. A.Mute posts to stop receiving notifications about them, even if you are mentioned B. Create and join groups C. Ability to share a file with other people D. Follow records to be able to see changes to the record
B, C, D The Mute posts feature allows you to stop receiving notifications about posts. If someone is mentioned on a mute post, the post is automatically unmuted Activity Management & Collaboration - Describe the features of Chatter
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 functions can be customized for the salesforce mobile app? (choose 2 answer). A. Field permissions B. Navigation menu content C. Custom objects D. Object compact layout
B, D
the vp of marketing at ursa major solar loaded leads into the org and now realizes they need to be deleted. the VP has asked the system administrator to delete them. which best practices are recommended prior to mass-deleting records? (choose 2 answers) A. download a Setup Audit trail for the last 6 months before deletion B. schedule a weekly data export and download the backup zip files C. create a new list view for all records that need to be deleted D. run and export to archive data before deletion
B, D
Which of the following statements are true about resetting passwords? Choose 2 answers. A. Any user can reset their own password by navigating to their profile B. The user's account is automatically unlocked after their password is reset C. An administrator can only reset a password 5 times in a 24-hour period D. The user's security token is reset after resetting the password
B, D A user can click the forgot password link on the login page to receive an email with steps to reset a password. However, only administrators can reset the passwords of single sign-on users. Locked accounts are automatically unlocked after an administrator resets a user's password. User security tokens are reset for the user after their password is reset. Users can request to reset their password through the forgot password link a maximum of 5 times in a 24 hour period but an administrator can rest a user's password as many times as needed User Setup - Identify the steps to set up and maintain a user
The Sales Manager informs the administrator that there is a need to be able to assign a task to a group of users. Which of the following statements are true regarding group tasks that administrator should tell the Sales Manager? Choose 2 answers. A. The same task is assigned to all members of the group B. Each member of the group is assigned a copy of the task C. Group tasks can only be created for personal groups D. Group tasks are enabled by default in Lightning Experience
B, D When creating a task, up to 200 users can be assigned an independent copy of the same task. Groups tasks are enabled by default in the Lightning Experience. Personal groups are a convenient way to organize users into groups that are meaningful, but group tasks are not created for personal groups Activity Management & Collaboration - Describe the capabilities of activity management
What is true regarding campaign hierarchies? Choose 3 answers. A. Each campaign can have multiple parent campaigns in the hierarchy B. A campaign hierarchy can be viewed by clicking the 'view campaign hierarchy' button C. Each campaign can only have 5 sibling campaigns in the hierarchy D. Each campaign can have one parent campaign in the hierarchy E. A campaign hierarchy shows grouped campaigns within a specific marketing initiative
B, D, E A campaign hierarchy shows grouped campaigns within a specific marketing initiative. Each campaign can only have one parent campaign, but it can have an unlimited number of sibling campaigns. 'View campaign hierarchy' buttons on a campaign detail page can be used to view the campaign hierarchy Sales & Marketing Applications - Describe the capabilities of lead automation tools and campaign management
Which of the following are correct about fiscal years settings? (Choose 3 answers). A. Once defined, a custom fiscal year cannot be modified B. Custom fiscal years impact forecasts, reports, and quotas C. if the fiscal year is set in accordance with the Gregorian calendar, it is recommended that custom fiscal years be utilized D. Customizable Forecasting works with custom fiscal years E. If you enable custom fiscal years you cannot disable it
B, D, E Fiscal years can be modified at any time. It is recommended to use the standard fiscal year if the fiscal year follows the Gregorian calendar Organizational Setup (Global UI) - Describe the information found in the company settings
A ____ defines a collection of settings and permissions that determines what users can see in the UI and what they can do A. role B. Chatter feed C. Profile D. company profile
C
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 job queue
C
Which of the following are not standard objects? A. Opportunities B. Solutions C. Job Applicants D. Accounts E. Campaigns
C
A customer service manager would like to assign cases automatically to the most appropriate agent to handle the request. What feature could be used? A. Web-to-Case B. Email-to-Case C. Case Assignment rules D. Case Escalation Rules
C Case assignment rules can be used to assign cases to users or queues automatically Service & Support Applications - Describe the capabilities of case management
Your company offers a gold, silver, and retail price depending on the customer type. What is the best way of handling this?
C Custom Price books may be created for each market segment, region, or other subsets of customers. Then products are added to each price book with the prices offered for each market segment. In this scenario, price books can be created for gold, silver, and retail customer types Sales & Marketing Applications - Given a scenario, identify the appropriate sales productivity features using opportunity tools and know when products and Price Books should be used
What is true about dynamic dashboards? A. The source reports used can vary according to the user B. It will refresh automatically as scheduled C. The data shown is according to the viewing user's security settings D. it should be used if a user wants to customize the dashboard
C Dynamic dashboards enable each user to see a personalized view of the dashboard data using only data they have access to Dynamic dashboard must be refreshed manually. Using a dynamic dashboard doesn't allow users to customize the dashboard. Source reports used in dynamic dashboard do not change depending on the user, only the data varies according to their access level Analytics - Reports & Dashboards -- Describe the options available when creating & modifying dashboards
There is a requirement to execute a mass email marketing campaign that would target about 5,000 contact and lead data in Salesforce. What would be a sound recommendation? A. Email campaigns should not be recorded in Salesforce B. Export the campaign member list and do a bulk email C. Use a third-party email application in AppExchange D. Use the mass email functionality and reference the Campaign ID
C Mass email is designed for small-scale scales and support mailings, not for marketing purposes. Salesforce recommends the use of Salesforce Pardot, Salesfore Marketing Cloud, or a third-party email-execution vendor in the AppExchange to send emails for marketing campaigns Sales & Marketing Applications - Describe the Capabilities of lead automation tools and campaign management
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 loaders B. use the ID from the order system in place of the Salesforce ID C. create a unique external ID field on accounts in salesforce for matching D. create a formula field that identifies matches
C creating a unique external ID fields on accounts would guarantee no duplicates from an external order system
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 users B. permission sets assigned to the users C. Profiles assigned to the users D. Roles assigned to the users
C since the issue is affecting users with the same profile, the password expiration should be adjusted for the profile used by the sales reps
A Salesforce administrator is working on an org with multiple Validation, Escalation, Assignment and Workflow rules. What is the correct sequence of rules that are process that the administrator needs to keep in mind? A. Assignment rules, Workflows rules, Validation Rules B. Escalation rules, Assignment rules, workflow rules C. validation rules, assignment rules, workflow rules D. escalation rules, validation rules, workflow rules
C According to the order of execution in Salesforce, events are excuted as follows: Validation rules, assignment rules, auto-response rules, workflow rules (with immediate actions) & escalation rules Workflow/Process Automation - Given a scenario, identify the appropriate automation solution based on the capabilities of workflow/process
What does the campaign influence feature allow? Choose 2 answers. A. Indicate whether a campaign has been influenced by an opportunity B. Automatically associate active campaigns with related opportunities C. Add multiple campaigns that have influenced an opportunity to an opportunity related list D. Associate one primary campaign that has influenced the opportunity
C, D Multiple campaigns that have influenced an opportunity can be added to an opportunity related list. Although multiple campaigns can be influential, only one campaign can be selected as the Primary Campaign Source on the Opportunity. An active campaign must first be related to a contact that is assigned a contact role on the opportunity in order for it to be automatically associated. Campaigns influence opportunities, not the other way around Sales & Marketing Applications - Describe the Capabilities of lead automation tools and campaign management
Which of the following is not a standard profile? A. System Administrator B. Read Only C. Marketing Director D. Partner Portal User E. Standard Administrator
C, D, E
Which of the following settings can be configured from the 'company settings' section in setup? Choose 3 answers. A. Allowed IP Ranges B. Company Login Hours C. Company information D. Business Hours E. Fiscal year settings
C, D, E The Company Settings page in Lightning Experience allows updating settings such as company information, default language, default time zone, currencies, fiscal year settings, business hours, holidays, and available languages. Login hours and IP Ranges are specific at the profile level Organizational Setup (Global UI) - Describe the information found in the company settings
A Salesforce Administrator has 7 million records that need to be loaded into Salesforce and wants to do it in one batch. How can the records be uploaded in one batch? A. It is not possible to load 7 million records B. Data Import Wizard C. Third-party data loading tool D. Data Loader
C. Data loader can be used for loading up to 5 million records. The data import wizard can be used to load up to 50,000 records. There are third-party apps available in the AppExchange which can load more than 5 million records at a time Data Management - Describe the considerations when importing, updating, transferring, & mass deleting data
Ursa Major solar wants to assign a task automatically to account manager when a customer's agreement is about to expire. How should an administrator configure this functionality?
Create a time-based workflow on account with a rule criteria of Agreement End Date > Today ().
What should a system administrator use to disable an application for a group of users? A. Sharing Rules B. Web Tabs C. Page Layouts D. Profiles E. Roles
D
Which feature effectively allows you to 'lock' the converted amount on closed opportunities? A. locale B. company profile C. multi-currency D. Advanced currency management E. none of the above
D
Which of the following can a case queue be used for? A. Manage distribution of leads B. Manage distribution of custom object records C. Manage distribution of service contracts D. Manage your support workload
D Cause queues can be created to prioritize, distribute, and assign case records to teams that share workload. There's no limit to the number of queues you can create, and you can choose when queue members receive email notifications Service & Support Applications - Describe the capabilities of case management
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
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 about not receiving the email alerts. All other users at Ursa Major Solar receive these email alerts. How can an administrator trouble shoot this issue?
Verify the user's email address`
a system administrator uses the Import Wizard to update existing Account records. which 2 values can the import wizard use to find matching records?
account name, site fields
Flow
an application that ca 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 in inactive
approval process
automates how records are approved in Salesforce. An approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process
delete an approval process
before you delete an approval process, make sure its inactive. delete pending approval requests that are associated with it, and remove them from the recycle bin
quick action
can be object-specific or global actions. only create, update, and log a call actions are supported. You can also use actions in a process, and can only set values for fields that are part of the action's layout
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 specialists and assign the team using Case Assignment Rules
Organization-wide sharing default (OWD)
defines the default access level for an object's records with organization-wide sharing settings. organization-wide sharing settings can be set separately for custom objects and many standard objects, including assets, campaigns, cases, and accounts and their contracts
process trigger
every process trigger includes a trigger, which tell the process when to start. how you configure that trigger depends on what type of process you're creating - record change, event, invokable
lightning for outlook
lightning for outlook can link emails in microsoft outlook to contacts, leads, accounts, opportunities, and cases in salesforce. it can also relate events to records within salesforce
ursa major solar has inconsistent data in its 20,000 existing accounts and asked the system administrator to convert all the standard country fields to ISO codes. which method should the system administrator use?
mass update addresses
which configuration option shows sales representatives the field they must fill in prior to saving an opportunity?
page layout required fields
what option can be uploaded to outlook publisher layouts?
quick actions
which set of salesforce records is exported by choosing the 'export all' option instead of export in data loader?
records for a specific object including records in the recycle bin
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
sharing rules
sharing rules give chosen users greater access by making automatic exceptions to your org-wide sharing settings. use sharing rules to extend sharing access to users in public groups, roles, or territories
Ursa major solar created a new custom object to track inventory items. the support team cannot see the inventory object's tab. what two settings should the system administrator check to find the cause of the problem? (choose 2)
support team profiles, support team permission sets
a system administrator cannot share a report folder. what is a possible reason?
the folder is private
Salesforce Mobile App
the 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
how long is data stored in the recycle bin?
up to 15 days
how can a system administrator discover who added a field to the account page layout?
use the Setup Audit Trail
