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Questions and answers for the Salesforce administrator certification exam, covering record types, page layouts, support processes, custom report types, validation rules, opportunities, products, page layouts, homepage layouts, chatter posts, mobile lite, data synchronization, partner portals, delegated administrators, cloud scheduler, workflow tasks, community experts, and data import. Designed to test knowledge of Salesforce administration concepts and best practices, providing insights for exam preparation and practical application. Useful for students and professionals preparing for the exam, offering a review of key concepts and scenarios. It provides a structured approach to understanding Salesforce administration, making it an effective study aid.
Typology: Exams
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The support group at Universal Containers wants agents to capture different information for product support and inquiry cases. In addition, the lifecycle for product support cases should have more steps than the lifecycle for inquiry cases. What feature should an administrator use to meet these requirements? (Choose 3) ☐Record types ☐Field-level security ☐Page layouts ☐Permission sets ☐Support processes
⬛✓Record types ⬛✓Page layouts ⬛✓Support processes What relationship can be selected in a custom report type where Accounts is the primary object and Contacts is the related object? ☐Each contact must have a related account ☐Each account may or may not have related contacts ☐Each account must not have related contacts ☐Each contact may or may not have a related account ⬛✓Each account may or may not have related contacts When can a validation rule be used to prevent invalid data?(Choose 3)
☐The opportunity amount cannot be edited when products are related to the opportunity ☐All products added to an opportunity must come come from a single Price Book ☐Default schedules are not automatically created when a product is added to an opportunity ⬛✓The opportunity amount is the sum of the related products ⬛✓The opportunity amount cannot be edited when products are related to the opportunity ⬛✓All products added to an opportunity must come come from a single Price Book What does a page layout allow an administrator to control? ☐The business process and related picklist values displayed ☐The fields users see on detail and edit pages
☐The fields users see in reports and list views ☐The record types available to each role and profile ⬛✓The fields users see on detail and edit pages Which component can be included in a custom homepage layout? (Choose 3) ☐Messages and alerts ☐Trending Chatter topics ☐Pending approvals list ☐Dashboard components ☐Analytic snapshots ⬛✓Messages and alerts ⬛✓Pending approvals list
What can users do with Mobile Lite? (Choose 2) ☐View campaigns and manage campaign members ☐View, create, edit, and delete custom objects ☐View, create, edit, and delete accounts, contacts, and opportunities ☐Search for records that were not previously downloaded to a mobile device ⬛✓View, create, edit, and delete accounts, contacts, and opportunities ⬛✓Search for records that were not previously downloaded to a mobile device Universal Containers needs to synchronize data between Salesforce and an external financial system. How can a system administrator accomplish this? ☐Use the Excel connector to export records from both systems into Excel
☐Use an external ID field to match records between the systems se the data loader to match records between the systems ☐Use the data loader to insert Salesforce records into the financial system ⬛✓Use an external ID field to match records between the systems 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) ☐Assets ☐Accounts and opportunities ☐Assigned user profile and role ☐Custom objects
The cloud scheduler has which capability? (Choose 2) ☐A custom logo can be added to the meeting request email sent to a contact or lead ☐The cloud scheduler allows users to view available meeting times on lead and contact calendars ☐The cloud scheduler can be enabled at the user profile level ☐Salesforce can automatically propose multiple meeting times based on Salesforce calendars ⬛✓A custom logo can be added to the meeting request email sent to a contact or lead ⬛✓Salesforce can automatically propose multiple meeting times based on Salesforce calendars What does a custom report type determine? (Choose 2) ☐The objects that are available when building a report
☐The custom summary formulas displayed in a resulting report ☐The report format of the resulting report ☐The fields that can be used as columns when building a report ⬛✓The objects that are available when building a report ⬛✓The fields that can be used as columns when building a report Which action is possible with a workflow task? (Choose 2) ☐A task can be reused in multiple workflow rules ☐A task can be assigned to a Chatter Free user ☐A single task can be assigned to multiple users ☐A task can be tracked in the activity history ⬛✓A task can be reused in multiple workflow rules
Which statement about Community experts is true? (Choose 2) ☐Community experts can delete inappropriate community content ☐Community experts can be designated for Salesforce Ideas or Answers ☐Community experts are designated by an icon ☐Community experts can manage Salesforce Ideas categories ⬛✓Community experts can be designated for Salesforce Ideas or Answers ⬛✓Community experts are designated by an icon What should a system administrator use to disable access to a custom application for a group of users? ☐Profiles ☐Sharing rules
☐Web tabs ☐Page layouts ⬛✓Profiles What should a system administrator consider before importing a set of records into Salesforce? (Choose 2) ☐The import file should include a record owner for each record ☐Currency field values will default to the personal currency of the record owner ☐Data should be de-duplicated in the import file prior to import ☐Validation rules are not triggered when importing data using the import wizard ⬛✓The import file should include a record owner for each record
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) ☐Verify the users have the "Edit" permission for accounts on their profiles ☐Verify the users have the "Modify All Data" permission for accounts on their profiles ☐Verify the Industry field is set as required on all the account page layouts assigned to the users' profiles ☐Verify the field-level security for the Industry field is not set to "Read Only" on the users' profiles ⬛✓Verify the Industry field is set as required on all the account page layouts assigned to the users' profiles ⬛✓Verify the field-level security for the Industry field is not set to "Read Only" on the users' profiles
What can be modified on standard object fields?(Choose 3) ☐Label ☐Help text ☐Default text ☐Picklist values ☐Field type ⬛✓Help text ⬛✓Default text ⬛✓Picklist values A marketing user has received a file of leads to import into Salesforce. What tool can be used to avoid duplicate lead records? ☐Merge leads function
⬛✓Cross-object formula field Universal Containers uses web-to-case to convert support requests submitted through its website into cases. The support team would like Salesforce to automatically send an email containing password reset instructions to the customer when the case subject contains the words “forgot” and “password”. What does the administrator need to configure to meet this requirement? ☐Auto-response rule ☐Validation rule ☐Support settings ☐Email-to-case ⬛✓Auto-response rule Which setting can a system administrator enable in the Salesforce user interface? (Choose 2)
☐Chatter Messenger for specific users ☐Customizable recent tags ☐Related list hover links ☐Printable list views ⬛✓Related list hover links ⬛✓Printable list views The support team at Universal Containers wants to be more proactive about renewing support plans with customers. They would like the support representative dedicated to each account to be notified a month before the accounts support plan expires. What should an administrator configure to meet this requirement? ☐Escalation rule ☐Assignment rule