Salesforce Admin 201

60 Questions

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Salesforce Quizzes & Trivia

Salesforce Admin 201


Questions and Answers
  • 1. 
    What can an administrator configure for users on the search results? (3 answers)
    • A. 

      Filters by which users can narrow down results

    • B. 

      Objects included in the search

    • C. 

      Fields being searched on for each object.

    • D. 

      Number of records displayed for each object.

    • E. 

      Columns displayed for each object.

  • 2. 
    • A. 

      The custom fiscal year automatically updates product schedules.

    • B. 

      The custom fiscal year must be defined manually

    • C. 

      The defined custom fiscal year only affects forecasts

    • D. 

      The custom fiscal year setting CANNOT be disabled

  • 3. 
    A system administrator at Universal Containers needs to transfer records from one user to another. What object can be transferred using the mass transfer tool? (2 answers)
    • A. 

      Leads

    • B. 

      Campaigns

    • C. 

      Quotas

    • D. 

      Accounts

  • 4. 
    What are the valid organization-wide default options for the Account Object?
    • A. 

      Public Read/Write/Transfer

    • B. 

      Private

    • C. 

      No Access

    • D. 

      Public Read/Write/Delete

  • 5. 
    What should an administrator consider when configuring workflow rules? (2 answers)
    • A. 

      Rules can be evaluated when records are created or edited

    • B. 

      Rules must be deactivated before using an import wizard

    • C. 

      All existing records are evaluated when a new rule is activated

    • D. 

      Rule actions can take place immediately or on a specific date

  • 6. 
    • A. 

      A delegated approver can reassign approval requests

    • B. 

      An approval action defines the result of record approval or rejection

    • C. 

      An assignment rule defines the approver for each process step

    • D. 

      The approval history related list can be used to track the process

  • 7. 
    The VP of sales at universal containers requested that "Verbal Agreement" be added as a new opportunity stage. The Administrator added this new picklist value to the stage field, but found that the new value was not available to users. What should the administrator do?
    • A. 

      Ensure the limit of 10 stage values was not exceeded

    • B. 

      Ensure the new value was marked as active

    • C. 

      Add the new value to the appropriate record type

    • D. 

      Add the new value to the appropriate sales process

  • 8. 
    Universal containers set the organization-wide defaults for cases to private. When a case is escalated, case ownership changes to Tier 2 support agent. How can a system administrator give the sales operation team read/write access to all escalated cases?
    • A. 

      Create a case escalation rule.

    • B. 

      Create a case assignment rule.

    • C. 

      Create a criteria-based sharing rule.

    • D. 

      Create an ownership-based sharing rule.

  • 9. 
    What is the purpose of the ideas community? (2 answers)
    • A. 

      To invite customers, partners, and employees to submit ideas

    • B. 

      To comment on and vote for ideas posted by other community members

    • C. 

      To provide access to articles that answer questions around an idea theme

    • D. 

      To post customer ideas by logging cases on the Ideas tab of the portal

  • 10. 
    What item appears in a user’s My Unresolved items after synchronization (2 answers)
    • A. 

      Contacts not assigned to an account

    • B. 

      Cases not assigned to a contact

    • C. 

      Note not associated to a record

    • D. 

      Emails not associated to a record.

  • 11. 
    What option is available in when scheduling a dashboard refresh? (2 answers)
    • A. 

      Define refresh times for specific dashboard components

    • B. 

      View and remove a scheduled dashboard refresh

    • C. 

      Schedule the dashboard to refresh in different time zone

    • D. 

      Send a refresh notification to users with access to the dashboard.

  • 12. 
    Which accounts are automatically synchronized on Salesforce classic
    • A. 

      Accounts that the users own

    • B. 

      All recently accessed accounts

    • C. 

      Accounts selected with the sync button

    • D. 

      Any account created in the last 30 days

  • 13. 
    Which dashboard component can display data from the summary rows of reports? (2 answers)
    • A. 

      Chart

    • B. 

      Metric

    • C. 

      Table

    • D. 

      Gauge

  • 14. 
    Which is a feature of Chatter? (3 answers)a
    • A. 

      Feeds

    • B. 

      Events

    • C. 

      Bookmarks

    • D. 

      Recommendations

    • E. 

      Notes

  • 15. 
    What type of customization can be done on Activities? (Tasks and Events) (3 answers)
    • A. 

      Workflow Rules

    • B. 

      Custom Fields

    • C. 

      Field Tracking

    • D. 

      Assignment Rules

    • E. 

      Validation Rules

  • 16. 
    What is the purpose of the Service Cloud (customer) portal?Choose 2 answers.
    • A. 

      To share support reports and dashboards with high-profile accounts

    • B. 

      To allow customers to log and check the status of cases online

    • C. 

      To provide Web self-service by exposing Knowledge articles.

    • D. 

      To allow partners to access contact records for case collaboration

  • 17. 
    What relationship can be selected in a custom report type where Accounts is the primary object and Contacts is the related object?
    • A. 

      Each contact must have a related account.

    • B. 

      Each contact may or may not have a related account.

    • C. 

      Each account must not have related contacts.

    • D. 

      Each account may or may not have related contacts.

  • 18. 
    Universal Containers is using a private sharing model. The US sales director needs full access to all records owned by the US Sales representatives. How can this be accomplished?
    • A. 

      Define a role hierarchy where the US Sales Director rolls up to the CEO

    • B. 

      Define a role hierarchy where the US sales representatives roll up to the US Sales Director

    • C. 

      Give the US Sales director read/write/edit/delete object permissions on the profile

    • D. 

      Place the US Sales Director in a queue with the US sales representatives

  • 19. 
    What user interface setting must be enabled for users to edit records in a list view? Choose 2 answers.
    • A. 

      Inline editing

    • B. 

      Enhanced page layout editor

    • C. 

      Enhanced profile list views

    • D. 

      Enhanced lists

  • 20. 
    What is the purpose of the Service Cloud (customer) portal? Choose 2 answers.
    • A. 

      To allow partners to access contact records for case collaboration.

    • B. 

      To provide Web self-service by exposing Knowledge articles.

    • C. 

      To allow customers to log and check the status of cases online

    • D. 

      To share support reports and dashboards with high-profile accounts

  • 21. 
    A marketing user needs to create a new campaign, but the new button is NOT visible from the campaign home page. The system administrator has verified that the user has the "Create" profile permission for the campaign object. How should the system administrator resolve the issue?
    • A. 

      Add the new button to the page layout using the page layout editor

    • B. 

      Select the Marketing User checkbox in the user record

    • C. 

      Grant the user “Read” profile permission for the campaign object

    • D. 

      Select the “Manage Campaigns” profile permission

  • 22. 
    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 hierarchy

    • D. 

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

  • 23. 
    What must an administrator do when creating a record type?
    • A. 

      Set the field-level security for the record type

    • B. 

      Create a new page layout for the record type

    • C. 

      Add the record type to the required user records

    • D. 

      Assign the record type to the appropriate profiles

  • 24. 
    A sales user at Universal Containers has updated the opportunity stage for an opportunity in the pipeline. What may be a result of the stage change? Choose 2 Answers.
    • A. 

      Sales Quota

    • B. 

      Forecast Category

    • C. 

      Account Rating

    • D. 

      Probability

  • 25. 
    What level of access can be set when sharing a document folder with users? Choose 2 answers.
    • A. 

      Read/Write

    • B. 

      Read/Write/Create/Delete

    • C. 

      Read/Write/Create

    • D. 

      Read-only

  • 26. 
    • A. 

      Custom formula fields can reference other formula fields

    • B. 

      Custom formula fields can reference standard fields

    • C. 

      Custom formula fields can reference custom fields

    • D. 

      Custom formula fields can calculate across objects

  • 27. 
    What can be modified on standard object fields? Choose 3 answers.
    • A. 

      Help text

    • B. 

      Default text

    • C. 

      Label

    • D. 

      Field type

    • E. 

      Picklist values

  • 28. 
    What does the controlling field determine when field dependencies are being created?
    • A. 

      The values that appear in the dependent field

    • B. 

      The dependent fields that appear on a layout

    • C. 

      The default value populated in the dependent field

    • D. 

      The field-level security for the dependent field

  • 29. 
    Universal Containers set the organization-wide default setting for opportunities to private. Which records will an opportunity pipeline report return?
    • A. 

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

    • B. 

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

    • C. 

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

    • D. 

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

  • 30. 
    Which statement about Community experts is true? Choose 2 answers.
    • A. 

      Community experts are designated by an icon

    • B. 

      Community experts can be designated for Salesforce Ideas or Answers

    • C. 

      Community experts can delete inappropriate community content

    • D. 

      Community experts can manage Salesforce Ideas categories

  • 31. 
    What will occur when a system administrator creates a dynamic dashboard?
    • A. 

      The data displayed varies based on the user viewing the dashboard.

    • B. 

      The dashboard refreshes automatically whenever the underlying data changes.

    • C. 

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

    • D. 

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

  • 32. 
    What setting is controlled by a user's profile? Choose 3 answers.
    • A. 

      Locale settings

    • B. 

      Assigned apps

    • C. 

      Record type assignment

    • D. 

      Field-level security

    • E. 

      Feature license assignment

  • 33. 
    • A. 

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

    • B. 

      Use the data loader to match records between the systems

    • C. 

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

    • D. 

      Use an external ID field to match records between the systems

  • 34. 
    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. 

      Validation Rules

    • B. 

      Support Processes

    • C. 

      Record Types

    • D. 

      Page Layouts

    • E. 

      Delegated Administration

  • 35. 
    • A. 

      Merge leads function

    • B. 

      Validation rules

    • C. 

      Data loader

    • D. 

      Import wizard

  • 36. 
    Universal Containers has two business groups, Products and Services. Both groups will be using opportunities to track deals, but different fields are required by each group. How should a system administrator meet this requirement?Choose 2 Answers.
    • A. 

      Create two record types

    • B. 

      Create two page layouts

    • C. 

      Create two permission sets

    • D. 

      Create two sales processes

  • 37. 
    A user at Universal Containers reports an error message when attempting to log in. The administrator checks the user's login history, but there is no record of the attempted login. What could be the cause of this issue?
    • A. 

      The user is attempting to log in with the wrong password

    • B. 

      The user is attempting to log in outside of the profile login hours

    • C. 

      The user is attempting to log in outside of the profile IP login range

    • D. 

      The user is attempting to log in with the wrong username

  • 38. 
    What is a capability of the Service Cloud (Customer) portal? Choose 2 Answers.
    • A. 

      Customers can view and edit contacts related to their own accounts

    • B. 

      Customers can log, view, edit, and close their own cases

    • C. 

      The portal can be customized with corporate branding

    • D. 

      The portal and its users can be created without additional licensing

  • 39. 
    • A. 

      Data categories control access to articles and questions

    • B. 

      Unanswered questions are automatically escalated to new cases

    • C. 

      Community experts must be internal Salesforce users

    • D. 

      Answers can be displayed externally on a customer or partner portal

  • 40. 
    What is an option when customizing a report? Choose 3 answers.
    • A. 

      Add a grouping

    • B. 

      Add a filter

    • C. 

      Add a gauge component

    • D. 

      Schedule a refresh time

    • E. 

      Summarize fields

  • 41. 
    Which statement about sharing rules is true? Choose 2 answers.
    • A. 

      Sharing rules open up access to records

    • B. 

      Sharing rules are required in public read/write organizations

    • C. 

      Sharing rules grant delete access to records

    • D. 

      Sharing rules grant record access to roles and public groups

  • 42. 
    Universal Containers has two sales groups. Each group has its own unique sales process. What is the best way to ensure that the sales representatives have access to only the stages relevant to their sales process when working on opportunities?
    • A. 

      Roles

    • B. 

      Multi-select picklists

    • C. 

      Record Types

    • D. 

      Page layouts

  • 43. 
    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. 

      Account report export

    • B. 

      Data export service

    • C. 

      Account analytic snapshot

    • D. 

      Data loader

  • 44. 
    Under what circumstances would the sharing button be enabled on a detail view for a record?
    • A. 

      A developer has added the button to the page layout

    • B. 

      When record sharing is enabled in the user profile

    • C. 

      When record sharing is set to public read-only or private for the object

    • D. 

      When record sharing is set to public read/write for the object

  • 45. 
    Which circumstance will prevent a system administrator from deleting a custom field?
    • A. 

      The field is used in a workflow field update

    • B. 

      The field is used in a report

    • C. 

      The field is used in a page layout

    • D. 

      The field is part of a field dependency

  • 46. 
    Which chart type can be used to display summary values from two different levels of grouping in a report? Choose 2 answers.
    • A. 

      Stacked bar chart

    • B. 

      Grouped line chart

    • C. 

      Donut chart

    • D. 

      Funnel chart

  • 47. 
    What can users do with Mobile Lite? Choose 2 Answers.
    • A. 

      View campaigns and manage campaign members.

    • B. 

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

    • C. 

      View, create, edit, and delete custom objects.

    • D. 

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

  • 48. 
    • A. 

      The cloud scheduler can be enabled at the user profile level

    • B. 

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

    • C. 

      Salesforce can automatically propose multiple meeting times based on Salesforce user calendars

    • D. 

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

  • 49. 
    When converting a lead, how can an administrator capture custom lead data on the converted contact?
    • A. 

      Map custom lead fields to custom contact fields

    • B. 

      Use the lead conversion wizard to select the fields

    • C. 

      Use the data loader to move the custom lead data

    • D. 

      Map custom lead fields to standard contact fields

  • 50. 
    What can be transferred from one user to another during a mass transfer of account records? Choose 3 answers.
    • A. 

      Open Activities

    • B. 

      Open Cases

    • C. 

      Closed Cases

    • D. 

      Related Custom Object Records

    • E. 

      Closed Activities

  • 51. 
    Where can conditional highlighting be used? Choose 2 answers.
    • A. 

      Enhanced list views

    • B. 

      Matrix Reports

    • C. 

      Summary Reports

    • D. 

      Tabular reports

  • 52. 
    What should a system administrator consider when setting up Mobile Lite? Choose 2 Answers.
    • A. 

      It allows access to all standard objects in the organization

    • B. 

      It allows access to most custom objects in the organization

    • C. 

      It must be enabled for the entire organization

    • D. 

      Only recently viewed records are synchronized

  • 53. 
    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. 

      Select the Marketing User checkbox on the user record

    • C. 

      Assign the user to the standard Marketing User profile

    • D. 

      Create a campaign sharing rule to grant access to the user

  • 54. 
    Universal Containers wants to create a custom object to capture account survey data. Users must be able to select an account from the survey record. Users also need the ability to view related surveys on the account record. How should the system administrator meet these requirements? Choose 2 answers.
    • A. 

      Create a lookup relationship on the survey object.

    • B. 

      Add the account related list to the survey page layout

    • C. 

      Add the survey related list to the account page layout

    • D. 

      Create a lookup relationship field on the account object

  • 55. 
    A system administrator at Universal Containers created a new account record type. However, sales users are unable to select the new record type when creating new account records.What is a possible reason for this? Choose 2 answers.
    • A. 

      The record type has not been activated.

    • B. 

      The record type does not have an associated page layout.

    • C. 

      The record type has not been set as the default record type.

    • D. 

      The record type has not been added to the sales user profile.

  • 56. 
    How can a sales user relate an opportunity to a campaignChoose 2 answers
    • A. 

      Select the campaign record type when creating the opportunity

    • B. 

      Select the primary campaign source for the opportunity

    • C. 

      Use the campaign influence related list on the opportunity

    • D. 

      Use the campaign hierarchy related list on the opportunity

  • 57. 
    What is a method for adding content to Salesforce CRM Content? Choose 2 Answers
    • A. 

      Chatter Files

    • B. 

      Libraries

    • C. 

      Documents

    • D. 

      Attachments

  • 58. 
    An opportunity record, created with a close date of July 30, meets the criteria of a time-dependent workflow rule. The time-dependent action is scheduled for July 23.What happens if the opportunity is edited before July 23 and no longer meets the criteria?
    • A. 

      The time-dependent action is put on hold

    • B. 

      The time-dependent action will execute on July 23

    • C. 

      The time-dependent action automatically removed from the queue

    • D. 

      The time-dependent action will execute on July 30

  • 59. 
    What can a marketing user do using the Manage Members button on a campaign record? Choose 2 answers
    • A. 

      Import new leads and associate them with campaign.

    • B. 

      Create a custom report including all campaign members.

    • C. 

      Associate existing opportunities with the campaign.

    • D. 

      Associate Existing contacts with the campaign.

  • 60. 
    Universal Containers wants to ensure that users complete the standard industry field when creating a new account record. To address this concern, the administrator set the Industry field as required. However, some users are still able to create a new account record without completing the Industry field. What should an administrator do to troubleshoot the issue? Choose 2 answers.
    • A. 

      Verify the Industry field is set as required on all the account page layouts assigned to the users’ profiles.

    • B. 

      Verify the users have the “Modify All Data” permission for accounts on their profiles.

    • C. 

      Verify the users have the “Edit” permission for accounts on their profiles.

    • D. 

      Verify the field-level security for the Industry field is not set to “Read Only” on the users’ profiles.