Shared Flashcard Set

Details

SFDC Admin
SFDC Admin Test 2
60
Software
Intermediate
03/13/2018

Additional Software Flashcards

 


 

Cards

Term

You must create the business process before creating record types for each of the following objects EXCEPT:

A.  Lead

B.  Opportunity

C.  Case

D.  Campaign

E. Solutions

Definition
D - Campaign
Term

A business process can be associated with one or more record types and is made available to user based on their:

A.  Role

B,  Profile

C.  OWD

D.  License Type

E.  Salesforce Edition

Definition
B - Profile
Term
True/False - In order to implement more than one business process, multiple records must also be implemented.
Definition
True
Term

Which tabs CANNOT have multiple record types?  (Check all that apply)

A.  Home

B.  Reports

C.  Documents

D.  LEads

E.  Forecast

Definition
A, B, C and E
Term
True/False - Field level security can be used to make a field required.
Definition
False
Term

The ____________ can be customized to restrict user's ability to log into Salesforce.

 

A.  Role

B.  Security Settings

C.  Profile

D.  Page layout

Definition
C - Profile
Term

Please select which options allow restricting access via IP ranges.

 

A.  Add trusted IP ranges for the entire Org

B.  Add trusted IP ranges for a city

C.  Add trusted IP ranges for a specific department

D.  Add trusted IP ranges on a Profile bu Profile basis.

Definition
A and D
Term
True/False - It is possible for a user to own a record but not be able to see it.
Definition
True
Term

Please select the correct statement regarding Account, Opportunity and Case Owners.

A.  Have to be the same user

B.  Have to be from the same profile

C.  Can be different users

D.  Have to be form the same role

Definition
C - Can be different users
Term

What is true about a role?

 

A.  A user may be associated to one role

B.  A user must be associated with one role

C.  Controls the level of visibility that users have to an organization's data

D.  Role is required while creating Record Types

E.  A user can only have one role

Definition
A, C and E
Term

What is true about role hierarchy?  (Select all that apply)

 

A.  Represents the company's organizational chart

B.  Controls record roll-up, forecasting and reporting

C.  Controls read/write and transfer rules to each user

D.  Controls data visibility

Definition
B and D
Term
True/False - If using customizable forecasting then there is a separate forecasting hierarchy.
Definition
True
Term

Home many roles can you create for your company?

 

A.  100

B.  300

C.  500

D.  Unlimited

Definition
C - 500
Term

What is a sharing rule (select all that apply)

 

A.  Automated rules that grant access to groups of users

B.  Exceptions of OWD

C.  Irrelevant for public read/write organizations

D.  Rules given for a group of users working closely on a project

Definition
A, B and C
Term

What is NOT true about sharing rules

 

A.  Sharing rules open up access whereas OWD restricts access

B.  When you delete a sharing rule, the sharing access created bu the rule is automatically removed

C.  You can edit access levels for any sharing rule and change the specific group or roles for the rule

D.  Sharing rules apply to all new and existing records owned by the specified role or group members

 

Definition
C
Term

A public group can be a combination of any of the following groups (select all that apply)

 

A.  Users

B.  Queues

C.  Public Groups

D.  Roles

E.  Roles and Subordinates

Definition
A, C, D, and E
Term

Which of the following is NOT true about Manual Sharing

 

A.  Granting record access, one-off basis

B.  Owner, anyone above owner in role hierarchy and Admin can manually share records

C.  Cannot be done for Accounts

D.  Like sharing rules, irrelevant for public read/write organizations

 

Definition

 

C - cannot be done for Accounts

Term
True/False - You can modify the contents of a folder if the folder access level is set to read/write
Definition
True
Term

An account team can be added by all EXCEPT:

 

A.  Owner

B.  Anyone on the Team

C.  Anyone above the owner in role hierarchy

D. Admin

Definition
B - Anyone on the Team
Term
True/False - The Account, Contact and Opportunity Access options depend on your sharing model
Definition
True
Term
True/False - Account teams are available for Professional Edition
Definition
False
Term
True/False - the documents tab does NOT have version control cababilities
Definition
True
Term

The 'create new folder' link ill only be visible to user with which permission?

 

A.  Manage Documents

B.  Edit Documents

C.  Manage public documents

D.  Create public documents

Definition
C - manage public documents
Term

The size limit for document upload is:

 

A.  2 MB

B.  5 MB

C.  10 MB

D.  25 MB

 

Definition
B - 5 MB
Term

Folders are used for organizing (select all that apply)

 

A.  Documents

B.  Reports

C.  Emails

D.  Email Templates

E.  Dashboards

Definition
A, B, D and E
Term
True/False - Salesforce can be setup to automatically send email alerts, assign tasks or update field values based on workflow.
Definition
True
Term

Workflow field updates specifies the field to be updated and the new value.  Depending on the type of field, the following can be done EXCEPT:

 

A.  Choose to apply a specific value

B.  Make the field blank

C.  Delete the field

D.  Calculate a value based on a formula

Definition
C - delete the field
Term

Workflow tasks can be assigned to (select all that apply)

 

A.  Role

B.  Record Creator

C.  Users

D.  Multiple Users

E.  Record Owner

F.  Sales Team

G.  Account Team

 

Definition
A, B, C, E, F and G
Term
True/False - A workflow alert can be tracked in Activity Tracker
Definition
False
Term

Data validation ensures the integrity of the data _________

 

A.  BEFORE it is saved

B.  AFTER it is saved

C.  While it is being saved

D.  Has to be checked by the Admin

Definition
A - BEFORE it is saved
Term

Which statements are true about data validation (select all that apply)

 

A.  All active validation rules are run each time at save

B.  Data can be entered via Data Loader bypassing the validation rules

C.  Multiple error messages can be displayed at the same time

D.  Do not apply to existing data only run during subsequent record creation/updates

E.  Validation rules can be activated/deactivated bu the Admin

Definition
A, B, C and E
Term

Which of the following is NOT available for restricting user access to Salesforce?

 

A.  Profile-based login hours

B.  Profile-based IP addresses

C.  Organizational-wide login hours

D.  Organization-wide IP addresses

Definition
C - organizational-wide login hours
Term

How many standard profiles are there?

 

A.  4

B.  6

C.  8

D.  10

Definition
B - 6
Term

What happens when you delete a custom field?

 

A.  Custom fields cannot be deleted

B.  The field and its data are permanently deleted

C.  The data in the field is saved and the field is permanently deleted

D.  The field appears in deleted list from where it can be un-deleted

Definition
D
Term

Which of the following CANNOT be edited on the Page Layout Editor?

 

A.  Field Positions

B.  Buttons

C.  Page sections

D.  Related lists

E.  Picklist values

Definition
E - picklist values
Term

Why would you create different record types (select all that apply)

 

A.  To allow users to use different page layouts

B.  To allow users to see different values in picklist depending on their job function

C.  To allow users to use different Business Processes depending on their job function

D.  All of the Above

Definition
D - all of the above
Term

Which of the following reasons for creating a validation rule?

 

A.  To prevent users from entering bad data

B.  To ensure users enter data only when it is required

C.  To prevent bad data from being imported

D.  To hide fields from certain users

 

 

 

Definition
A, B and C
Term

Which of the following does a Workflow Rule NOT allow you to do?

 

A.  Send Emails

B.  Create a New Event

C.  Create a new task

D.  Update a field

Definition
B - create a new task
Term

Which of the following are formats that you can use for creating a custom report?

 

A.  Hierarchy

B.  Matrix

C.  Summary

D.  Tabular

Definition
B, C and D
Term

Which type of field could you use to create a relationship between a custom object and another object?

 

A.  Master-Detail relationship

B.  One-to-may relationship

C.  Many-to-many relationship

D.  All of the above

Definition
A - Master-Detail relationship
Term

Which of the following was NOT a new feature in Summer 09?

 

A.  Workflow Visualizer

B.  Enhanced Chart Analytics

C.  List Views for Sales Teams

D.  Enhanced Page Layout Editor

Definition
D - Enhanced Page Layout Editor
Term

Creates ads that display on search engines in Salesforce

 

A.  MSN

B. Yahoo

C.  Google

D.  AOL

Definition
C - Google
Term

How many editions are there in Salesforce?

 

A.  2

B.  3

C.  4

D.  5

Definition
D - 5
Term

Which of the following is not a Standard Business Object?

 

A.  Contacts

B.  Ideas

C.  Accounts

D.  Opportunities

Definition
B - Ideas
Term
True/False - It is only necessary for Identity Confirmation if IP address is unknown and browser cookie does not exist
Definition
True
Term
True/False - In List View Enhancements, a user can export list results to a CSV file
Definition
False
Term
True/False - Export to Excel is available for Printable Lists
Definition
False
Term
True/False - Users can search for public tabs from the Sidebar and Advanced Search
Definition
True
Term
True/False - Personal tags cannot be shared
Definition
True
Term
True/False - When you configure search settings for your organization, the new value must be between 5 & 50
Definition
True
Term

True/False

 

Conditional Highlighting is an analytic enhancement.  This feature allows you to customize your reports by showing visual highlights for analysis.  This feature is accessible in the reporting wizard.  To use this feature do the following:

  1. Select the field that you want to analyze in your report
  2. Define the low color
  3. Define the lower threshold and mid color
  4. Define the upper threshold and the high color
  5. View report

This feature works for any quantified field (number, percent, etc>), and is also available in dashboards.

 

Limitations/Considerations

  1. Only 5 conditions maximum per report
  2. Conditional Highlighting only applies to summary rows
  3. Available for numerical analysis only
  4. First condition is ,; second condition ,; third condition =>
Definition
False - Only 3 conditions are allowed max per report (all others are true)
Term
True/False - When a user submits a case through the Web-to-Case function, the user ID is associated with the contact?
Definition
False
Term

What standard fields are created with every custom object?

 

A.  Created By, Currency, Division, Last Modified By, Name, Owner

B.  Object ID, Created Bu, Currency, Division, Last Modified By, Name, Owner

C.  Users can define the standard fields to be created in custom objects

D.  None of the Above

Definition
A
Term
True/False - Custom Object Tab = Tab created for a custom object.  Custom objects can only have one tab.
Definition
True
Term
True/False - Custom objects records store information that is unique and important to you and your organization.  For example, your organization may use a custom object called "Quotes" to store data for your company's sales quotes.  However, you cannot use custom objects for custom applications, such as tracking software enhancements in a development life-cycle
Definition
False
Term
True/False - Custom report types allow you to define report criteria form which users can run and create custom reports.  With custom report types, you can enable users to create reports form predefined standard and custom objects, object relationships, and standard custom fields that you specify.
Definition
True
Term

What are the differences among the three report types (check all that apply)

 

A.  Tabular reports can be used dashboards

B.  Custom summary and matrix reports must be used to create dashboard components

C.  Tabular reports are simple lists of records

D.  Tabular reports do not allow you to group results

Definition
B, C and D
Term

What key (non-obvious) feature are FREE in Professional Edition (check all that apply)

 

A.  Customizable Forecasting

B.  Additional 10 MB file storage

C.  Data validation

 

Definition
A and C
Term

Which of the following records can not be mass transferred?

 

A.  Open Cases

B.  Closed Cases

C.  Closed Activities

D.  Open Activities

 

 

Definition
C - Closed activties
Term

Who can submit an idea to Salesforce.com Idea Exchange?

 

A.  Anyone who has a login to Idea Exchange

B.  Salesforce employees

C.  Salesforce.com users

D.  salesforce.com partners via partners portal

Definition
A
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