Salesforce Beginning Admin Practice Test

60 Questions | Total Attempts: 1175

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Salesforce Admin Quizzes & Trivia

Questions and Answers
  • 1. 
    Which action is possible with a workflow task? Choose 2 answers
    • A. 

      A task can be reused in multiple workflow rules

    • B. 

      A task can be assigned to a Chatter Free user (chatter free does not have access to data or objects)

    • C. 

      A single task can be assigned to multiple users

    • D. 

      A task can be tracked in the activity history

  • 2. 
    Which action should a system administrator take when a sales representative leaves the company?
    • A. 

      Delete the user account

    • B. 

      Deactivate the user account

    • C. 

      Deactivate and then delete the user account

    • D. 

      Change the user contract details for a new hire

  • 3. 
    • A. 

      “Import Leads” profile permission

    • B. 

      “Convert Leads” profile permission

    • C. 

      “Transfer” access for leads, accounts, contacts, and opportunities

    • D. 

      “Create” and “Edit” access for leads, accounts, contacts, and opportunities

  • 4. 
    A sales user at Universal Containers has updated the opportunity stage for an opportunity in the pipeline.  What may be updated as a result of the stage change?  Choose 2 answers
    • A. 

      Probability

    • B. 

      Account Rating

    • C. 

      Forecast Category

    • D. 

      Sales quota

  • 5. 
    Which data can be highlighted in a report using conditional highlighting? (3 answers)
    • A. 

      Grouped by field names

    • B. 

      Summary formulas

    • C. 

      Grand totals

    • D. 

      Date fields

    • E. 

      Summarized totals

  • 6. 
    Universal Containers has a private sharing model in which regional sales managers can view and edit opportunities in only their own regions.  For reporting purposes, they additionally need read-only access to opportunities in other regions.  What permission can a system administrator enable to meet this requirement in the regional sales managers custom profiles?
    • A. 

      “View All Data”

    • B. 

      “View All” for opportunities

    • C. 

      “Read” for opportunities

    • D. 

      “Visible” for the Sales app

  • 7. 
    A system administrator at Universal Container needs to prevent sales representatives from editing fields on an opportunity once the opportunity has been moved to a closed stage. Which data validation tool can be used to accomplish this? Choose 2 answers
    • A. 

      Record types and read only page layouts

    • B. 

      Formula fields

    • C. 

      Workflow approvals

    • D. 

      Data validation rules

  • 8. 
    Where can the multilingual solution search feature be enabled? Choose 2 answers
    • A. 

      Self- service port

    • B. 

      Salesforce Content

    • C. 

      Solution tab search

    • D. 

      Public Knowledge Base

  • 9. 
    • A. 

      Add the “Manage Public Reports” permission to the user’s profile

    • B. 

      Enable the report builder feature for the user

    • C. 

      Grant the user access to the appropriate report folders

    • D. 

      Add the “Manage Custom Report Types” permission to the user’s profile

  • 10. 
    • A. 

      Deleting a product from an opportunity deletes all quotes related to the opportunity

    • B. 

      The opportunity amount is the sum of the related products

    • C. 

      The opportunity amount cannot be edited when products are related to the opportunity

    • D. 

      All products added to an opportunity must come come from a single pricebook

    • E. 

      Default schedules are not automatically created when a product is added to an opportunity

  • 11. 
    Universal Containers set the organization-wide default setting for opportunities to private.  Which records will an opportunity pipeline report return?
    • A. 

      Opportunities owned by the user running the report and users in the same role in the role hierarchy

    • B. 

      Opportunities for the entire sales organization regardless of the user running the report

    • C. 

      Opportunities owned by the user running the report and users below then in the role hierarchy

    • D. 

      Opportunities for which the user running the report is also the account owner

  • 12. 
    How can a system administrator restrict users from viewing certain fields in list views, searches, page layouts and reports?
    • A. 

      Set the field to hidden on the user role

    • B. 

      Remove the field from page layouts

    • C. 

      Remove the field from reports and list views

    • D. 

      Set the field to hidden using field-level security

  • 13. 
    What will occur when a system administrator creates a dynamic dashboard?
    • A. 

      The dashboard refreshes automatically whenever the underlying data changes.

    • B. 

      The dashboard components resize based on the device used to view the dashboard

    • C. 

      The data displayed varies on the user viewing the dashboard

    • D. 

      The dashboard automatically sends an email when the underlying data changes The dashboard automatically sends an email when the underlying data changes.

  • 14. 
    Which option is available when using the process visualizer?  Choose 2 answers
    • A. 

      Share annotated approval process diagrams

    • B. 

      Edit the criteria used to trigger the approval process

    • C. 

      View approval processes as a flow chart

    • D. 

      Add approval steps from the process visualizer

  • 15. 
    Universal Containers requires that its Salesforce account data, including attachments, be backed up weekly.  Which tool should a system administrator use to accomplish this?
    • A. 

      Data export service

    • B. 

      Account report export

    • C. 

      Account analytic snapshot

    • D. 

      Data loader

  • 16. 
    What can be transferred from one user to another user during a mass transfer for account records?  Choose 3 answers
    • A. 

      Open activities

    • B. 

      Closed activities

    • C. 

      Open cases

    • D. 

      Closed cases

    • E. 

      Related custom object records

  • 17. 
    The marketing team at Universal Containers uses a web-to-lead form to capture leads from its website and a lead assignment rule to assign the leads to the appropriate sales representatives.  How can a system administrator ensure that all leads are handled even when they do not meet the assignment criteria?
    • A. 

      Specify a default lead owner

    • B. 

      Specify a default lead creator

    • C. 

      Create an escalation rule to route unassigned leads

    • D. 

      Create a validation rule to route unassigned leads

  • 18. 
    Universal Containers needs to use cases to manage both customer support issues and internal change requests.  Which functionality should a system administrator use to meet this requirement?  Choose 3 answers
    • A. 

      Page layouts

    • B. 

      Delegated administration

    • C. 

      Record types

    • D. 

      Validation rules

    • E. 

      Support processes

  • 19. 
    • A. 

      A custom logo can be added to the meeting request email sent to a contact or lead

    • B. 

      The cloud scheduler allows users to view available meeting times on lead and contact calendars

    • C. 

      The cloud scheduler can be enabled at the user profile level

    • D. 

      Salesforce can automatically propose multiple meeting times based on Salesforce calendars

  • 20. 
    How can a sales user relate an opportunity to a campaign?  Choose 2 answers
    • A. 

      Use the campaign influences related list on the opportunity

    • B. 

      Select the campaign record type when creating the opportunity

    • C. 

      Select the primary campaign source for the opportunity

    • D. 

      Use the campaign hierarchy related list on the opportunity

  • 21. 
    When should a system administrator consider using the Salesforce AppExchange?  Choose 2 answers
    • A. 

      To find answers to Salesforce application questions

    • B. 

      When looking for pre-built custom applications and tools

    • C. 

      To submit ideas for Salesforce application enhancements

    • D. 

      When standard Salesforce functionality needs to be extended

  • 22. 
    What record can be created when a lead is converted?  Choose 2 answers
    • A. 

      Case

    • B. 

      Account

    • C. 

      Campaign

    • D. 

      Opportunity

  • 23. 
    Universal Containers sells products to both businesses and containers.  Sales representatives must capture different opportunity data for each customer type.  How can a system administrator ensure that the correct information is entered for the different opportunity types?
    • A. 

      Add the business fields to the opportunity page layout and make read-only for consumer sales users.

    • B. 

      Add the business and consumer specific fields to a single opportunity page layout

    • C. 

      Create one page layout for business opportunities and another for consumer opportunities

    • D. 

      Create a custom object to capture the business and consumer specific data.

  • 24. 
    Where can conditional highlighting be used?  Choose 2 answers
    • A. 

      Summary reports

    • B. 

      Tabular reports

    • C. 

      Enhanced list views

    • D. 

      Matrix reports

  • 25. 
    Universal Containers requires that support agents take ownership of and respond to incoming cases within two hours of case creation.  How can a system administrator automate this process?
    • A. 

      Assign cases to a queue and create an escalation rule to escalate cases that have NOT been accepted by an agent within one hour.

    • B. 

      Create case auto- response rules to send an email to the customer within one hour of case creation.

    • C. 

      Create a workflow rule to send an email to support managers when a case is created and assigned to a queue

    • D. 

      Create a workflow rule to assign a task to all support agents if a case has NOT been accepted by an agent within one hour

  • 26. 
    • A. 

      Create custom fields

    • B. 

      Create a validation rule

    • C. 

      Create a support process

    • D. 

      Create a page layout

  • 27. 
    • A. 

      Knowledge allows an organization to share articles with partner portal users.

    • B. 

      Knowledge only allows a single article type across all data categories

    • C. 

      Knowledge uses data categories and roles to make articles visible to specific users

    • D. 

      Knowledge automatically creates a solution for each new article

  • 28. 
    • A. 

      When different field level security is required

    • B. 

      When multiple page layouts are required.

    • C. 

      When different record access is required.

    • D. 

      When different record access is required.

  • 29. 
    • A. 

      Create a custom report including all campaign members.

    • B. 

      Create a custom report including all campaign members.

    • C. 

      Import new leads and associate them with the campaign

    • D. 

      Associate existing opportunities with the campaign

  • 30. 
    When working on opportunities, sales representatives at Universal Containers need to understand how their peers have successfully managed other opportunities with comparable products, competing against the same competitors.  Which feature should a system administrator use to facilitate this? Choose 2 answers
    • A. 

      Big deal alerts

    • B. 

      Opportunity update reminders

    • C. 

      Similar Opportunities

    • D. 

      Chatter groups

  • 31. 
    • A. 

      Use similar opportunities to update the opportunities

    • B. 

      Export opportunities and update using the import wizard

    • C. 

      Create a list view for opportunities and update using inline editing.

    • D. 

      Export opportunities and update using the data loader

  • 32. 
    • A. 

      Check for a validation rule that restricts the visibility of the opportunity stages.

    • B. 

      Ensure that regional sales users are routing consumer opportunities to the appropriate approver

    • C. 

      Ensure that regional sales users are routing consumer opportunities to the appropriate approver

    • D. 

      Assign the relevant record types and sales processes to the regional sales team profile.

  • 33. 
    Which component can be included in a custom homepage layout?  Choose 3 answers
    • A. 

      Messages and alerts

    • B. 

      Trending Chatter topics

    • C. 

      Pending approvals list

    • D. 

      Dashboard components

    • E. 

      Analytic snapshots

  • 34. 
    Universal Containers has set up a partner portal for use by reseller partners.  What can sales representatives from partner companies access and edit through the portal?  Choose 3 answers
    • A. 

      Assets

    • B. 

      Accounts and opportunities

    • C. 

      Assigned user profile and role

    • D. 

      Custom objects

    • E. 

      Leads

  • 35. 
    Which action can a delegated administrator take?  Choose 2 answers
    • A. 

      Create custom profiles with limited permissions

    • B. 

      Manage users in specified roles and subordinate roles.

    • C. 

      Log in as a user who has granted administrator login access.

    • D. 

      Create new users and assign them specific profiles.

  • 36. 
    How can a system administrator grant users access to dashboards? Choose 2 answers
    • A. 

      Share folders with roles

    • B. 

      Share folders with public groups

    • C. 

      Create and share data categories

    • D. 

      Designate running users

  • 37. 
    Which statement about sharing rules is true? Choose 2 answers
    • A. 

      Sharing rules open up access to records.

    • B. 

      Sharing rules grant record access to roles and public groups

    • C. 

      Sharing rules are required in public read/write organizations

    • D. 

      Sharing rules grant read/write or delete access to records.

  • 38. 
    A system administrator created a custom object for a recruiting application to track open positions.  The administrator needs to give recruiting users the ability to read, create, edit, and delete position records.  How should the administrator proceed?
    • A. 

      Use an existing standard profile that will automatically have the custom object permissions enabled.

    • B. 

      Modify a standard profile and enable the custom object permissions

    • C. 

      Use an existing custom profile that will automatically have the custom object permissions enabled

    • D. 

      Create a custom profile and enable the custom object permissions

  • 39. 
    • A. 

      The business process and related picklist values displayed

    • B. 

      The fields user see on detail and edit pages

    • C. 

      The fields users see in reports and list views

    • D. 

      The record types available to each role and profile

  • 40. 
    A user responsible for managing and creating campaigns is unable to create a new campaign, even though the user’s profile has the “Create” profile permission for Campaigns.  How should a system administrator grant the correct access to the user?
    • A. 

      Grant the user delegated administration rights to campaigns

    • B. 

      Assign the user to the standard Marketing User profile

    • C. 

      Select the Marketing User checkbox on the user record

    • D. 

      Create a campaign sharing rule to grant access to the user

  • 41. 
    Sales management at Universal Containers needs to display the information listed below on each account record.  Amount of all closed won opportunities.  Amount of all open opportunities.      Which feature should a system administrator use to meet this requirement?
    • A. 

      Workflow rules with field updates

    • B. 

      Calculated columns in the related fields

    • C. 

      Cross- object formula fields

    • D. 

      Roll-up summary fields

  • 42. 
    Which privilege can be granted to members of a content library (workspace) without modifying user permissions?  Choose 2 answers
    • A. 

      Edit a member’s library permissions

    • B. 

      Add tags when editing content details

    • C. 

      Share content with other users in Chatter

    • D. 

      Create a new content library.

  • 43. 
    Which user is listed in the case history related list for case changes made from assignment and escalation rules?
    • A. 

      The owner of the case when the rule was triggered

    • B. 

      The user who created the assignment or escalation rule

    • C. 

      The automated case user specified in the support settings

    • D. 

      The default case owner specified in the assignment or escalation rule

  • 44. 
    What is affected by changing the default locale for an organization?
    • A. 

      Language

    • B. 

      Time Zone

    • C. 

      Date Fields

    • D. 

      Currency

  • 45. 
    Which setting can a system administrator enable in the Salesforce user interface?  Choose 2 answers
    • A. 

      Customizable recent tags

    • B. 

      Chatter Messenger for specific users

    • C. 

      Printable list views

    • D. 

      Related list hover links

  • 46. 
    What can users do with Mobile Lite? Choose 2 answers
    • A. 

      View campaigns and manage campaign members

    • B. 

      View, create, edit, and delete custom objects

    • C. 

      View, create, edit, and delete accounts, contacts, and opportunities

    • D. 

      Search for records that were not previously downloaded to a mobile device

  • 47. 
    What feature restricts a user’s ability to log in based on their IP address?
    • A. 

      Accepted IP ranges

    • B. 

      Login IP ranges

    • C. 

      Trusted IP ranges

    • D. 

      Login hours

  • 48. 
    Criteria- based sharing rules can be created for which objects?  Choose 3 answers
    • A. 

      Campaign Members

    • B. 

      Users

    • C. 

      Contacts

    • D. 

      Opportunities

    • E. 

      Accounts

  • 49. 
    Which statement about Community experts is true? Choose 2 answers
    • A. 

      Community experts can delete inappropriate community content

    • B. 

      Community experts can be designated for Salesforce Ideas or Answers

    • C. 

      Community experts are designated by an icon

    • D. 

      Community experts can manage Salesforce Ideas categories

  • 50. 
    • A. 

      Create a case assignment rule.

    • B. 

      Create a criteria-based sharing rule.

    • C. 

      Create a case escalation rule

    • D. 

      Create an ownership-based sharing rule

  • 51. 
    Which statement about Chatter posts and comments is true?  Choose 2 answers
    • A. 

      Updates to the Chatter feed on a record are only visible to users with access to the record

    • B. 

      Posts to a user’s profile can be made private by clicking the lock icon

    • C. 

      Posts to a user’s profile are hidden from anyone below that user in the role heirarchy

    • D. 

      Posts made to a user’s profile are visible to all users in the organization

  • 52. 
    Universal Containers needs to synchronize data between Salesforce and an external financial system.  How can a system administrator accomplish this?
    • A. 

      Use the Excel connector to export records from both systems into Excel

    • B. 

      Use an external ID field to match records between the systems

    • C. 

      Use the data loader to match records between the systems

    • D. 

      Use the data loader to insert Salesforce records into the financial system

  • 53. 
    • A. 

      The user will be logged out and any unsaved work-in-process will be lost.

    • B. 

      The user will be able to continue working, but will be unable to start any new sessions.

    • C. 

      The user will be able to continue working and start new sessions.

    • D. 

      The user will be logged out and any unsaved work-in-process will be saved

  • 54. 
    Which dashboard component can display data from the summary rows of a report?Choose 2 answers
    • A. 

      Table

    • B. 

      Chart

    • C. 

      Metric

    • D. 

      Gauge

  • 55. 
    What does a custom report type determine?  Choose 2 answers
    • A. 

      The objects that are available when building a report

    • B. 

      The custom summary formulas displayed in a resulting report

    • C. 

      The report format of the resulting report

    • D. 

      The fields that can be used as columns when building a report

  • 56. 
    When are validation rules applied when using Salesforce for Outlook?
    • A. 

      Every time data is synchronized with the server

    • B. 

      Every time a record is updated

    • C. 

      Every time a record is saved

    • D. 

      Every time a user views a record

  • 57. 
    What does the controlling field determine when field dependencies are being created?
    • A. 

      The values that appear in the dependent field

    • B. 

      The field-level security for the dependent field

    • C. 

      The default value populated in the dependent field

    • D. 

      The dependent fields that appear on a layout

  • 58. 
    What should a system administrator consider when deleting a custom field?  Choose 3 answers
    • A. 

      Fields used in workflow and assignment rules cannot be deleted.

    • B. 

      Existing field values must be transferred to a new custom field

    • C. 

      Fields must be removed from page layouts after being deleted

    • D. 

      Field values should be archived before a field is deleted

    • E. 

      Deleted fields and values can be restored from the recycle bin within 15 days

  • 59. 
    • A. 

      Add sales operations users to the default account teams for all sales representatives

    • B. 

      Create sharing rules that give sales operations access to records owned by sales representatives.

    • C. 

      Manually share all records owned by sales representatives with sales operations.

    • D. 

      Define a role hierarchy where the sales operations role is above the sales representative role.