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SFDC Admin 201 exam with verified
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What does Salesforce authenticate before allowing a user to log in through the user interface? (select 2) a. User's login hours b. User's IP address c. User's email address d. Users machine address - ANS a, b True or False Organization-wide defaults set the default level of access to records they do not own. - ANS True Organization-wide defaults are set to private. Kathy is assigned the US Sales Director role, Jennifer is assigned the EMEA Sales Director role, and Phil to the US Sales Rep role. Which of the following statements are true regarding Kathy's access to opportunities? (select 2) VP Global Sales Operations US Sales Dir (Kathy) / EMEA Sales Dir (Jennifer) US Sales Rep (Phil) / EMEA Sales Rep a. Kathy can VIEW and EDIT her own opportunity b. Kathy can VIEW and EDIT Jennifer's opportunity c. Kathy can VIEW and EDIT Phil's opportunity d. Kathy can VIEW but cannot EDIT Phil's opportunity e. Kathy can VIEW but not EDIT Jennifer's opportunity - ANS a, c How would you allow collaborative access to the accounts, contacts, contracts, opportunities, and cases of a US Sales Rep, an APAC Sales Rep, and an EMEA Sales Rep? (select 1) a. By creating three account sharing rules to share the records between the three Sales Reps b. By creating a public group for the three Sales Reps, and one account sharing rule to share the public group's records with itself. c. By changing the organization-wide defaults for Accounts to Public Read/Write. - ANS b The organization-wide default is set to private. Phil Smith, the owner of the ABC Labs account is a US Sales Rep reporting to the US Sales Director. The users in the US
Sales Rep role can edit ALL opportunities associated with the accounts they own. Tim, an EMEA Sales Rep, owns an opportunity associated with the ABC Labs Account. Identify the correct role access. (select 2) a. Phil can VIEW but cannot EDIT Tim's ABC Labs opportunity b. Tim cannot VIEW or Edit Phil's account c. Phil can VIEW and EDIT Tim's ABC Labs opportunity d. Tim can VIEW and EDIT Phil's account e. Tim can VIEW but cannot EDIT Phil's account - ANS c, e Which settings cannot be modified for individual users? (select 2) a. Locale b. User interface c. Language d. Search setting e. Currency - ANS b, d A US sales rep is reporting that new opportunities she creates do not default to the US Dollar currency, and she has to change them manually. What could Rob do to resolve this? (select 1) a. Change the corporate currency in the company profile b. Enable advanced currency management c. Change the personal currency on the user's record d. Change the record currency for opportunities - ANS c Who has the permission to edit a Chatter profile? (select 1) a. An Administrator b. An individual user c. A user's manager d. Profiles are not editable - ANS b Settings determined what users can see in the user interface. Which of the following settings can be modified by an Administrator? (select all that apply) a. Apps b. Customize App c. Tabs d. Run Reports e. Record types f. Mass Emails g. Page Layouts h. Create Leads
e. Deactivation frees up a Salesforce user license - ANS c, d, e For how many days will the Recycle Bin hold deleted data? (select 1) a. 10 b. 5 c. 8 d. 15 - ANS d What component in Salesforce is similar to a table of data? (select 1) a. Record b. Field c. App d. Object - ANS d Notes: An object in Salesforce is like a table of data. Each row represents a record and each column represents a field. Which standard objects have a relationship with the Account object? (select 2) a. Campaign b. Opportunity c. Contact d. Lead - ANS b, c Notes: The Account object has a one-to-many relationship with the Contact, Opportunity, and Case objects. How does a user navigate from an account record to a related contact record? (select
a. Lookup Field b. Related List c. List View d. Force.com App Menu - ANS b Notes: A related list allows a user to navigate from an account record (parent) to a related contact record (child). A lookup field allows a user to navigate from a contact record (child) to its related account record (parent). What options are available from the Help & Training portal? (select 2) a. Take Training b. Take Certification Exam c. Add Licenses d. Contact Support - ANS a, d
Notes: The Help & Training portal provides easy access to documentation, knowledge articles, videos, and training. The Take Training option allows users to take self-paced online training and register for instructor-led courses. The Contact Support option allows users to open a case, phone support, ask a question on Salesforce Answers, and submit an idea on the IdeaExchange. Where can an administrator change the organization name and address, default locale, default language, and default time zone? (select 1) a. Company Information b. Organization-wide Settings c. Business Hours d. Language Settings - ANS a Notes: From the Company Information section, an administrator can modify the organization name and address, default locale, default language, and default time zone. An administrator can also view the unique salesforce.com organization ID, number and types of licenses available, and corporate currency. How can an administrator customize a standard fiscal year? (select 2) a. Select the structure of the fiscal year. b. Define the start month of the fiscal year. c. Specify whether the fiscal year is defined by the year it begins or ends. d. Define the start day of the fiscal year. - ANS b, c Notes: The standard fiscal year follows the Gregorian calendar. The administrator can change the start month of the fiscal year and specify whether the fiscal year is defined by the year it begins or ends. The administrator must use a custom fiscal year if their company does not follow the Gregorian calendar, such as a 13-month fiscal year or a fiscal year not starting on the first day of the month. Which user interface settings must be enabled to allow users to edit records directly from a list view, without navigating away from the page? (select 2) a. Enable Inline Editing b. Enable Printable List Views c. Enable Enhanced Profile List Views d. Enable Enhanced Lists - ANS a, d Notes: The Enable Enhanced Lists setting lets users quickly view, customize, and edit list data. The Enable Inline Editing setting lets users quickly edit field values, right on a record's detail page. When both settings are enabled, users can edit records directly from the list, without navigating away from the page.
Notes: A profile determines what tabs and apps are visible in the user interface, which record types and page layouts users see, and which fields users can view and edit. A profile also determines what users can do with records of a particular object and what tasks (such as running a report) users can perform. What tasks can be performed by a user who is assigned to the standard System Administrator profile? (select 2) a. Access a log of the records a user has viewed. b. Create and assign custom profiles to users. c. Reset user passwords. d. Delete user records. - ANS b, c Notes: A user who is assigned to the standard System Administrator profile can configure and customize the application, such as creating and assigning custom profiles to users. The user can also view and modify all data in the organization including resetting user passwords. The management team at AW Computing wants support users to view, create, and edit accounts. However, they do not want support users to delete accounts in the organization. How can an administrator meet this requirement? (select 1) a. Assign the Standard User profile to support users. b. Assign the Read Only profile to support users. c. Create a custom profile that has the View All permission enabled for the account object and assign the custom profile to support users. d. Create a custom profile that has the Delete permission disabled for the account object and assign the custom profile to support users. - ANS d Notes: The Standard User, Solution Manager, Marketing User, and Contract Manager standard profiles have the Delete permission enabled for the account object. The Read Only standard profile has the Delete permission disabled for the account object, but it also has the Create and Edit permissions disabled for the account object. Since permissions on a standard profile cannot be modified, an administrator needs to create a custom profile that has the Delete permission disabled for the account object. The system administrator needs to assign this custom profile to support users. When creating a new user, what information is captured on the user record? (select 2) a. Profile assigned to the user b. List of apps that the user can access c. Name, email address, and username of the user d. User interface settings that can be enabled for the user - ANS a, c Notes: The user record contains personal information about the user, such as name, email, and address. The user record also contains security and access information,
such as username, license (Salesforce, Chatter External, Chatter Free), profile, and role. Finally, the user record contains locale information, such as time zone, locale, language, and currency. A user receives an error message when attempting to log in to Salesforce. What is the first step an administrator should take to troubleshoot the problem? (select 1) a. Change the login IP ranges. b. Reset the password. c. Unlock the user. d. View the login history. - ANS d Notes: An administrator should view the Login History related list on the user record to determine the root cause of the login issue. An administrator is receiving a high volume of calls each month because users cannot log in to Salesforce. The administrator checks the Login History and notices that most users have a status of Password Lockout. What Password Policy settings can an administrator change to reduce the number of lockouts? (select 2) a. Maximum invalid login attempts b. Lockout effective period c. User passwords expire in d. Enforce password history - ANS a, b Notes: An administrator can change the "Maximum invalid login attempts" and "Lockout effective period" settings to reduce the number of lockouts. The "Maximum invalid login attempts" setting is the number of login failures allowed for a user before they become locked out. The "Lockout effective period" setting is the duration of the login lockout. What does Salesforce authenticate before allowing a user to log in through the user interface? (select 2) a. Whether the user's profile is API enabled. b. Whether the organization has trusted IP addresses. c. Whether the user's profile has login hour restrictions. d. Whether the user's role has login IP range restrictions. - ANS b, c Notes: When a user tries to log in through the user interface, Salesforce authenticates whether the user's profile has login hour restrictions or login IP range restrictions. Users outside these hours or IP ranges will have their login denied. Salesforce also authenticates whether the organization has trusted IP addresses. Users within these IP ranges will bypass the activation process. What feature sets the default level of access users have to records they do not own, in each object? (select 1)
Sales reps at AW Computing need assistance from product managers when selling certain products. Product managers do not have access to opportunities, but need to gain access when they are assisting with a specific deal. How can a system administrator accomplish this? (select 1) a. Add the product managers to the account teams for specific accounts. b. Add the product managers to the opportunity teams for specific opportunities. c. Add the product managers to a public group associated with specific opportunities. d. Add the product managers to the role above sales reps in the role hierarchy. - ANS b Notes: An administrator can add the product managers to the opportunity teams for specific opportunities. This will give the product managers access to just the opportunities that require their assistance. What does field-level security control? (select 1) a. Which fields are automatically generated by the system. b. Which fields users can view and edit based on their profile. c. Which fields are required in the user interface. d. Which fields are encrypted to users based on their profile. - ANS b Notes: Field-level security lets you restrict what fields users can view and edit based on their profile. Field-level security restricts access to a field on record detail and edit pages, related lists, search results, reports, and list views. Support agents at AW Computing need to track the product type and series when creating cases. How can an administrator ensure that the product type selected determines the values available for the series? (select 1) a. Create the series field as a controlling picklist and the product type field as a dependent picklist. b. Create the product type field as a controlling picklist and the series field as a dependent picklist. c. Create a lookup field from the product type object to the series object. d. Create a multi-select picklist field that includes both product types and series. - ANS b Notes: An administrator can create two picklists and then link the picklists together to create a controlling-dependent relationship. The product type field will be the controlling picklist and the series field will be the dependent picklist. What automatically occurs when a custom field is deleted? (select 2) a. The field is removed from associated page layouts. b. The field values are archived in the setup audit trail.
c. All field data is deleted. d. The field is removed from associated workflow rules. - ANS a, c Notes: When a custom field is deleted, the field is removed from associated page layouts and all field data is deleted. Deleted fields and their data are stored for a maximum of 15 days, during which they can be undeleted or permanently erased. AW Computing populates the Industry field on each account record. The sales team wants the industry information displayed on related opportunity records and updated when the value is updated on the account record. How can an administrator meet this requirement? (select 1) a. Create a look-up field on the opportunity. b. Create a cross-object formula field on the account. c. Create a roll-up summary field on the account. d. Create a cross-object formula field on the opportunity. - ANS d Notes: The administrator can create a cross-object formula field on the opportunity that references the Industry field from the parent account. When the Industry field is updated on the account, the formula field will automatically display the new value on the opportunity. An administrator at AW Computing created custom fields on the Opportunity object for Discount Percentage and Amount after Discount. The sales team wants these fields to be grouped together on the opportunity record. How can an administrator meet this requirement? (select 1) a. Create a new related list on the opportunity page layout and add the custom fields to the related list. b. Create a new business process for opportunies that contains the custom fields. c. Create a new section on the opportunity page layout and add the custom fields to the section. d. Create a new record type for opportunities that contains the custom fields. - ANS c Notes: The page layout controls the fields, sections, related lists, and buttons that appear when users view or edit a record. An administrator can create a new section on the opportunity page layout and add the custom fields to the section. The support team at AW Computing wants two different business processes for cases: one for tracking feature requests and one for tracking customer support issues. Each process needs to have a different set of case statuses. How can an administrator meet this requirement? (select 1) a. Create one record type and support process for feature requests and another record type and support process for customer support issues.
Notes: The Data Import Wizard can be used to: Import contacts, accounts, leads, solutions, and records for custom objects; import fewer than 50,000 records; choose whether or not to trigger workflow rules; prevent duplicate records from entering the system. Why would a user choose data loader instead of the Data Import Wizard? (select 2) a. Export or delete data. b. Choose whether or not to run data validation rules. c. Import lead records and prevent duplicate records. d. Save field mappings for later use. - ANS a, d Notes: The data loader can be used to: Import files that contain up to 5,000, records; Load certain standard objects, such as products or opportunities; Schedule imports; Save field mappings for later use; Export or delete data. How can an administrator prevent a former employee from logging in to the company's Salesforce organization and free up a user license? (select 1) a. Delete the user record. b. Overwrite the user record. c. Freeze the user record. d. Deactivate the user record. - ANS d Notes: An administrator can deactivate the user record and maintain the inactive record. Deactivating a user record maintains the integrity of historic data, prevents the user from accessing Salesforce, and frees up a user license. Record ownership can be transferred to new owners using the mass transfer tool. What features provides an automated way to obtain a complete set of Salesforce data for archiving? (select 2) a. Data Import Wizard b. Data export service c. Data loader d. Reports - ANS b, c Notes: The data export service is an automated way of receiving a zip file of CSVs of all of your Salesforce data. The data export service is available within the application and can be scheduled. The data export service emails you when the zip files are ready. In order to use data loader to obtain data for archiving, you must create batch files and schedule them to run using Windows functionality.
An administrator at AW Computing incorrectly imported a set of records into Salesforce. Which tools can the administrator use to remove the records from Salesforce? (select 2) a. Salesforce roll-back b. Data loader c. Mass delete records d. Data Import Wizard - ANS b, c Notes: An administrator can delete records using data loader or mass delete records. As a best practice, an administrator should perform a back up before deleting records. What report format displays a list of records sorted into groups with subtotals? (select
a. Tabular b. Summary c. Matrix d. Joined - ANS b Notes: There are four types of report formats: Tabular - Displays a simple list of records with no groups or subtotals; Summary - Displays a list of records sorted into groups with subtotals; Matrix - Summarizes data in a grid to compare related totals; Joined - Displays multiple blocks of data in a single report. How can an administrator limit the data in a report to only show accounts where the annual revenue is greater than 5 million dollars? (select 1) a. Sort the report by the Annual Revenue field. b. Summarize the report by the Annual Revenue field. c. Group the report by the Annual Revenue field. d. Filter the report by the Annual Revenue field. - ANS d Notes: An administrator can create a field filter to only show accounts where the Annual Revenue field is greater than 5 million dollars. Which chart type can an administrator use to compare opportunity amounts by rep and then by stage? (select 1) a. Gauge b. Funnel c. Stacked bar chart d. Donut - ANS c Notes: An administrator can create a stacked bar chart to compare totals and proportions, such as the opportunity amounts by rep and then by stage.
Notes: The evaluation criteria determines which records the workflow rule will apply to. Depending on how the administrator sets the evaluation criteria, workflow rules are evaluated when the record is: Created; Created, and every time it's edited; and Created, and any time it's edited to subsequently meet criteria. A workflow rule contains an action that sends a task to a role called Global Sales Managers, which includes multiple users. When the workflow rule is triggered, to whom will the task be assigned? (select 1) a. All users in the Global Sales Managers role. b. The owner of the record that triggered the workflow rule. c. A single user in the Global Sales Managers role. d. The default workflow user. - ANS b Notes: A single workflow task cannot be assigned to multiple users. If a task is assigned to a role that contains multiple users, the task will be reassigned to the record owner instead. AW Computing wants the account owner to be notified when a high priority case is created for an account. How can an administrator accomplish this? (select 1) a. Create a workflow rule to send an email alert to the account owner. b. Enable field history tracking to send an email alert to the account owner. c. Create an escalation rule to notify the account owner. d. Create an auto-response rule to send an email alert to the account owner. - ANS a Notes: An administrator can create a workflow rule to send an email alert to the account owner. The workflow rule will evaluate if the case Priority equal High when a case record is created. If the case meets the criteria, an email alert will be sent to the account owner. When a lead is converted by a user, which records are automatically created to store the information from the lead record? (select 2) a. Account b. Contact c. Product d. Case - ANS a, b Notes: When a lead is converted by a user, an account and contact are automatically created to store information from the lead record. Users can also choose to have an opportunity record automatically created. An administrator can map each custom field on the Lead object to a custom field on the Account, Contact, or Opportunity objects. These mappings will be used when a lead is converted.
AW Computing wants to automate leads using a web-to-lead form. When a potential customer submits the form, the submitter should receive a customized email based on the lead source. How can an administrator meet this requirement? (select 1) a. Map custom fields on the Lead object to custom fields on the Contact object. b. Create assignment rules that email the submitter based on the lead source. c. Create auto-response rules that send a different email for each lead source. d. Create a workflow rule that uses different email alerts for each lead source. - ANS c Notes: An administrator needs to create auto-response rules that determine which email template to use based on the lead source. The marketing team at AW Computing creates and distributes leads to different regional sales groups for qualification. How can an administrator automate this process? (select 1) a. Create a queue for the marketing team and a workflow alert to notify the team each time a lead is assigned to the queue. b. Create a queue for each regional group and a validation rule to enforce that the leads are assigned to correct group. c. Create a default sales team for each regional group and a lead assignment rule to route leads to the default sales team. d. Create a queue for each regional group and a lead assignment rule to route leads to the queues. - ANS d Notes: An administrator can create a queue for each regional group and a lead assignment rule to route leads to the queues. Which features are available with Salesforce Knowledge that are not available with Solutions? (select 2) a. Chatter feed collaboration b. Article types and data categories c. Article versioning d. Multi-language support - ANS b, c Notes: Both Solutions and Salesforce Knowledge provided Chatter feed collaboration and multi-language support. However, only Salesforce Knowledge provides the following features: Administrators can configure article types and data categories to allow for article readability, consistency, and relevancy; Knowledge users can write, edit, publish, and archive articles; Knowledge users can create multiple versions of an article and track which version was attached to a case. The support team at AW Computing wants to change ownership of high-priority cases that have not been resolved after 3 hours. These cases should be owned by Tier 2 agents. How can an administrator meet this requirement? (select 1)
a. What data viewers of the dashboard will see b. Which users can access the source reports for the dashboard c. Which users can refresh the dashboard d. Which users can access the dashboards - ANS a The running user of the dashboard determines what data viewers of the dashboard will see. The running user can be fixed, dynamically set to the user viewing the dashboards, or select by authorized user viewing the dashboard. What types of dashboards components display the gran totals from the bottom of a report? (select 2) a. Gauge b. Metric c. Table d. Chart - ANS c, d Table and chart components display data from the summary rows of a source report (True or false) Access to a report is determined by the folder in which the report is stored. - ANS True Users can only run reports stored in folders to which they have access. Which can be modified using the Reports Options at the top of the summary report? (select 2) a. Time frame b. How the records are grouped c. The columns displayed d. The fields that are summarized - ANS a, b From the Reports Options, Rob can modify the time frame and how the records are grouped. What is a Summary Report? (select 1) a. A list of records sorted into group with subtotals b. A simple list of records with no subtotals c. Data summarized in a grid to compare related totals - ANS a Which statement is NOT true for custom summary formulas? (select 1) a. You can have a maximum of five on a report b. The formula can reference other summary formulas
c. The calculation only applies to summary rows, not detail rows d. The formula can reference custom formula fields in the data - ANS d A custom summary formula cannot reference other summary formulas. Which tasks can an administrator perform? (select all that apply) a. Run a report on Monday, and then schedule the same report to run every Monday for the four weeks b. Schedule a report to run only once a week from today c. Schedule a report to be emailed to a recipient who is not a user d. Schedule a report to run at approximately 6pm - ANS a, b, d Which type of reports can be used to create Dashboards? (select 1) a. Standard b. Custom c. Standard Opportunity d. Standard Account - ANS b Dashboards are created from custom reports. If you add a chart component to a dashboard, you can choose between which of the following charts? (pick all that apply) a. Horizontal Bar b. Chronological Timeline c. Vertical Columns d. Line e. Pie - ANS a, c, d, e When adding a Chart component to a dashboard, you can choose between a Horizontal Bar, Vertical Column, Line, and Pie. What is a Tabular Report? (pick 1) a. A list of records sorted into group with subtotals b. A simple list of records with no subtotals c. Data summarized in a grid to compare related totals - ANS b What is a Matrix Report? (pick 1) a. A list of records sorted into group with subtotals b. A simple list of records with no subtotals c. Data summarized in a grid to compare related totals - ANS c
