Prepare for your exams
Get points
Guidelines and tips
Sell on Docsity
Docsity AI

Prepare for your exams

Study with the several resources on Docsity

Earn points to download

Earn points by helping other students or get them with a premium plan

Guidelines and tips

Sell on Docsity

Docsity AI

Prepare for your exams

Study with the several resources on Docsity

Find documents

Prepare for your exams with the study notes shared by other students like you on Docsity

Search for your university

Find the specific documents for your university's exams

Docsity AINEW

Summarize your documents, ask them questions, convert them into quizzes and concept maps

Explore questions

Clear up your doubts by reading the answers to questions asked by your fellow students

Earn points to download

Earn points by helping other students or get them with a premium plan

Share documents

20 Points

For each uploaded document

Answer questions

5 Points

For each given answer (max 1 per day)

All the ways to get free points

Get points immediately

Choose a premium plan with all the points you need

Study Opportunities

Choose your next study program

Get in touch with the best universities in the world. Search through thousands of universities and official partners

Community

Ask the community

Ask the community for help and clear up your study doubts

Free resources

Our save-the-student-ebooks!

Download our free guides on studying techniques, anxiety management strategies, and thesis advice from Docsity tutors

Salesforce Admin: Exam Questions, Exercises of Accounting

University of Birmingham Accounting

Salesforce Admin: Exam Questions

Typology: Exercises

2023/2024

Available from 08/17/2024

Prof_Edward 🇬🇧

(1)

57 documents

1 / 34

This page cannot be seen from the preview

Don't miss anything!

Salesforce Admin: Exam Questions

Which type of chart can be used to display summary values from two different levels of

grouping in a report? (Choose 2)

- Funnel chart

- Grouped line chart

- Stacked bar chart

- Donut chart - Answer - Grouped Line Chart

- Stacked Bar Chart

Which accounts are automatically synchronized on Salesforce Classic Lite?

- Accounts selected with the sync button

- Accounts that the user owns

- Any account created in the last 30 days

- All recently accessed accounts - Answer All recently accessed accounts

Which permission is required to install and uninstall packages from Salesforce

AppExchange?

- Manage Package Licenses

- Upload AppExchange Packages

- Create AppExchange Packages

- Download AppExchange Packages - Answer Download AppExchange Packages

What user interface setting must be enabled for users to edit records in a list view?

(Choose 2)

- Enhanced profile list views

- Enhanced page layout editor

- Enhanced lists

- Inline editing - Answer - Enhanced Lists

- Inline Editing

Which task can a delegated administrator perform? (Choose 3)

- Log in as a user who has granted login access

- Reset passwords for all users

- Manage specified custom objects

- Manage users within specified roles

- Create new user profiles - Answer - Log in as a user who has granted login access

- Manage specified custom objects

- Manage users within specified roles

Which schedule type can be defined for a product?

(Choose 2)

- Revenue

- Quantity

- Production

Discover Exercises of Accounting University of Birmingham

Partial preview of the text

Download Salesforce Admin: Exam Questions and more Exercises Accounting in PDF only on Docsity!

Salesforce Admin: Exam Questions

Which type of chart can be used to display summary values from two different levels of grouping in a report? (Choose 2)

Funnel chart
Grouped line chart
Stacked bar chart
Donut chart - Answer - Grouped Line Chart
Stacked Bar Chart Which accounts are automatically synchronized on Salesforce Classic Lite?
Accounts selected with the sync button
Accounts that the user owns
Any account created in the last 30 days
All recently accessed accounts - Answer All recently accessed accounts Which permission is required to install and uninstall packages from Salesforce AppExchange?
Manage Package Licenses
Upload AppExchange Packages
Create AppExchange Packages
Download AppExchange Packages - Answer Download AppExchange Packages What user interface setting must be enabled for users to edit records in a list view? (Choose 2)
Enhanced profile list views
Enhanced page layout editor
Enhanced lists
Inline editing - Answer - Enhanced Lists
Inline Editing Which task can a delegated administrator perform? (Choose 3)
Log in as a user who has granted login access
Reset passwords for all users
Manage specified custom objects
Manage users within specified roles
Create new user profiles - Answer - Log in as a user who has granted login access
Manage specified custom objects
Manage users within specified roles Which schedule type can be defined for a product? (Choose 2)
Revenue
Quantity
Production

Forecast - Answer - Revenue
Quantity How can a sales user relate an opportunity to a campaign? (Choose 2)
Select the primary campaign source for the opportunity
Use the campaign influences related list on the opportunity
Select the campaign record type when creating the opportunity
Use the campaign hierarchy related list on the opportunity - Answer - Select the primary campaign source for the opportunity
Use the campaign influences related list on the opportunity Universal Containers set the Organization-Wide Defaults for accounts to public read/write. The sales management team is importing a new set of account records and needs to limit access to them. Access should be restricted to the account owner and members of a public group. How can this be accomplished?
Update the organization - wide defaults for accounts to private and create a sharing rule for the group.
Create a sharing rule to grant access to members of the public group.
Manually share each account record with members of the public group.
Upgrade the role hierarchy and assign members of the group to a role at the top of the hierarchy. - Answer Update the organization - wide defaults for accounts to private and create a sharing rule for the group. Universal Containers is capturing a percentage discount directly on an opportunity record. Sales management needs to include the discounted opportunity amount in pipeline reports. How can the system administrator make the discounted amount available?
Create an auto-number field to calculate the discounted amount.
Create a cross object formula field to calculate the discounted amount.
Create a roll-up summary field to calculate the discounted amount.
Create a formula field to calculate the discounted amount. - Answer Create a formula field to calculate the discounted amount. Which setting can a system administrator control in the Salesforce user interface? (Choose 3)
Enable customizable recent items
Enable hover details
Enable enhanced list views
Enable spell checker
Enable Chatter for specific users - Answer - Enable hover details
Enable enhanced list views
Enable spell checker Sales Managers need to view and report on sales revenue across an entire company without having access to a custom object that tracks personal time-off request. Which

Sharing Rules - Answer Categories Which statement about formula fields is true? (Choose 2)
Formula fields can reference themselves in the formula
Formula fields are read-only on record detail pages
Formula fields can reference fields on a child object
Formula fields can reference fields on a parent object - Answer - Formula fields are read-only on record detail pages
Formula fields can reference fields on a parent object Which statement about public groups is true? (Choose 2)
Public groups can be used in sharing rules
Public groups can be created by any user
Public groups can be used when manually sharing a record
Public groups allows users to delete personal accounts - Answer - Public groups can be used in sharing rules
Public groups can be used when manually sharing a record Universal Technology sells software and consulting services. The software sales team uses a different set of sales stages than the consulting services team. How can a system administrator set up the process? (Choose 2)
Create a record type for each sales process and assign it to the appropriate profiles
Use a validation rule to prevent the software from access the services team's sales process
Create a separate lead process for the software sales team and service sales team
Create a unique list of opportunity stage picklist values for each sales process - Answer - Create a record type for each sales process and assign it to the appropriate profiles
Create a unique list of opportunity stage picklist values for each sales process A system administrator at Universal containers incorrectly imported a set of records and needs to remove them from Salesforce. Which tool should the administrator use to complete the task? (Choose 2)
Excel Connector
Data Loader
Mass Delete
Import Wizard - Answer - Data Loader
Mass Delete A user receives an error message when attempting to login to Salesforce. What is the first step the Salesforce administrator should take to troubleshoot the problem?
Change the login IP ranges
View the login history
Unlock the user
Reset the password - Answer View the login history

What determines whether a user can create a new record using a specific record type?

Profile
Field level security
Sharing
Page layout - Answer Profile Universal Finance has segmented its customer base into two categories: High Wealth and Retirement. High Wealth accounts should be visible to High Wealth Sales team members only. Retirement accounts should be visible to all sales users. How can a system administrator meet this requirement?
Create a new profile for Retirement Sales team members and remove read access to High Wealth account records.
Create a new record type for high Wealth accounts and share the record type with High Wealth sales team members
Set the organization-wide default sharing to private and create a sharing rule to share Retirement accounts with all Sales users
Set the organization-wide default sharing to public read-only and create a sharing rule to limit access to High Wealth accounts - Answer Set the organization-wide default sharing to private and create a sharing rule to share Retirement accounts with all Sales users Which statement about Mobile Lite is true? (Choose 2)
It is available to users without a mobile license
It must be enabled by an administrator
It is available to partner portal users
It is available to customer portal users - Answer - It is available to users without a mobile license
It must be enabled by an administrator A marketing user has received a file of leads to import into Salesforce. What is the best way to avoid duplicating records?
Merge Leads Function
Validation rules
Import Wizard
Data Loader - Answer Import Wizard Which functionality is available when enhanced lists are enabled? (choose 2)
Edit dependent picklists inline from a list view
Create new records from a list view
Edit multiple records directly from a list view
Calculate the sum of a number field displayed in a list view - Answer - Create new records from a list view
Edit multiple records directly from a list view A marketing manager needs to view summary metrics across a set of related campaigns. How can this be accomplished?

How can a System Administrator restrict users from viewing certain fields in list views, searches and reports?

Set the field to hidden on the user profile
Remove the field from reports and list views
Set the field to hidden using field level security
Remove the field from the page layout - Answer Set the field to hidden on the user profile Which is available when creating list views? (Choose 2)
List views can be filtered by tags
List views can be filtered using AND, OR and NOT filters
List views can be filtered by record owner profile
List views can be filtered by record ownership - Answer - List views can be filtered using AND, OR, and NOT filters
List views can be filtered by record ownership Universal Containers outsources its first tier of customer support to a partner. What can be used to identify all individuals who contribute to resolving a case?
Partner Roles
Sales Teams
Case Teams
Contact Roles - Answer Case Teams What should be used to control a user's ability to view a dashboard? (Choose 2)
Sharing Rules
Source Report folder access
Dashboard properties
Dashboard folder access - Answer - Source Report folder access
Dashboard folder access What is a capability of the content delivery feature of Salesforce Content? (Choose 3)
Generates URLs for content files
Publishes content from Salesforce to a company's website
Tracks which recipients have viewed and downloaded content
Makes content available to recipients within and outside of Salesforce
Track how often content is viewed if downloaded - Answer - Generates URLs for content files
Makes content available to recipients within and outside of Salesforce
Track how often content is viewed if downloaded Universal Containers pushes an account number from an external accounting system into Salesforce. Sales users must be able to view the account number in Salesforce, but must not be able to modify it under any circumstances. How can a system administrator meet this requirement?
Set the account number field to read-only on the page layout assigned to the sales user profile

Remove the "Edit" permission on the account object for the sales user profile
Set the field-level security for account number to visible and read only for the sales user profile
Set the organization-wide default settings for accounts to read only - Answer Set the field-level security for the account number to visible and read only for the sales user profile When are workflow rules evaluated based on the order of execution? (Choose 2)
After assignment rules
Before Apex Triggers
After validation rules
After escalation rules - Answer - After assignment rules
After validation rules Which functionality is available when using the data export service? (Choose 2)
Include the values for formula fields
Export a subset of records for a given object
Schedule a recurring export
Include attachments - Answer - Schedule a recurring report
Include attachments Which tool can automatically prevent duplicate records?
Import Wizard
Data Loader
Connect for Office
Excel connector - Answer Import Wizard Which statement about record types is true? (Choose 2)
Record types can only be assigned to one profile at a time
The ability to create records of a specific record type is determined by the profile
Record types can be used to define picklist values available for a given field
Users cannot view records assigned to a record type their profile does not have access to - Answer - The ability to create records of a specific record type is determined by the profile
Record Types can be used to define picklist values available for a given field What automatically occurs when a custom field is deleted? (Choose 2)
The field is removed from the associated workflow rules
The field values are archived in the setup audit trail
The field history tracking data is deleted
The field is removed from the associated page layouts - Answer - The field history tracking data is deleted
The field is removed from the associated page layouts What is required to make a user an approver in the approval process?
The user must be in the same role as the approval submitter in the role hierarchy

Account Who can cases be assigned to when case assignment rules are being set up? (Choose

- Case team
- Queue
- Contact
- Partner Portal User
- Internal Salesforce User - Answer - Queue

Partner Portal User
Internal Salesforce User Which functionality is available when solution categories are enabled? (Choose 2)
- Ability to create solution category custom reports to find uncategorized solutions
- Ability to control the visibility of specific solutions in the customer and self service portals
- Ability to control the visibility of specific solutions in the Solutions and Cases tabs
- Ability to automatically assign a solution to all sub categories below the parent category - Answer - Ability to create solution category custom reports to find uncategorized solutions
Ability to control the visibility of specific solutions in the customer and self service portals What can a system administrator customize for a partner portal without affecting the user interface for internal Salesforce users? (Choose 2)
- Custom object tab names
- Page Layouts
- Standard Field labels
- Tab Colors and Fonts - Answer - Page Layouts
Tab Colors and Fonts Which automation tool will prevent a record from being created in Salesforce if the rule conditions are not met?
- Workflow rules
- Escalation rules
- Auto-response rules
- Validation rules - Answer Validation Rules Which step must a system administrator take before users can use the Salesforce for Outlook client? (Choose 2)
- Select syncing direction and conflict behavior
- Run a first time synchronization for each user
- Specify a user's Outlook synchronization folders
- Assign users to Outlook configuration - Answer - Select syncing direction and conflict behavior
Assign users to Outlook configuration

Sales executives at Universal Containers need to view a chart that displays opportunities grouped by stage and then by region. What chart type can a system administrator use to accomplish this?

Bar
Gauge
Funnel
Donut - Answer Bar Which statement about report folders is true? (Choose 2)
Chatter Free users can access report folders but cannot see results returned in reports
System administrators can access reports saved in user's personal folders
Each user has a personal folder for email templates, reports and documents
Users with the "Manage Public Reports" Permission can create report folders - Answer - Each user has a personal folder for email templates, reports, and documents
Users with the "Manage Public Reports" Permission can create report folders What is a valid relationship type between objects A and B when defining a custom report type? (Choose 2)
Each A record must have exactly one related B record
A records may or may not have related B records
Each A record must have at least one related B record
Each A record does not have any related B records - Answer - A record may or may not have related B records
Each A record must have at least one related B record Where can Salesforce Knowledge be accessed? (Choose 2)
Related list on case records
Customer and Partner portals
Chatter Knowledge tab
Documents tab - Answer - Related list on case records
Customer and Partner portals The marketing team at Universal Containers is responsible for creating new leads and distributing them to different regional sales groups for qualification. How can a system administrator automate the process?
Create a default sales team for each regional group and a lead assignment rule to route leads to the default sales team
Create a queue for the marketing team and a workflow alert to notify the team each time a lead is assigned to the queue
Create a queue for each regional group and a validation rule to enforce that the leads are assigned to the correct group
Create a queue for each regional group and a lead assignment rule to route leads to the queues - Answer Create a queue for each regional group and a lead assignment rule to route leads to the queues

When looking for pre-built custom applications and tools - Answer - When standard Salesforce functionality needs to be extended
When looking for pre-built custom applications and tools Which component can be included in a custom home page layout? (Choose 3)
Trending chatter topics
Dashboard components
Pending approvals list
Messages and alerts
Analytic snapshots - Answer - Dashboard components
Pending approvals list
Messages and alerts Which option is available to a system administrator when managing passwords for Salesforce users? (Choose 3)
Admins can reset passwords for all users at once
Admins can grant users the "password never expires permission"
Admins can enforce an all numeric password policy
Admins can assign a password to a set of users
Admins can customize the message sent to locked out users - Answer - Admins can reset passwords for all users at once
Admins can grant users the "password never expires" permission
Admins can customize the message sent to locked out users 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?
Create a custom profile and enable custom object permissions
Use an existing standard profile that will automatically have the custom object permissions enabled
Use an existing custom profile that will automatically have the custom object permissions enabled
Modify a standard profile and enable custom object permissions - Answer Create a custom profile and enable custom object permissions Which user is listed in the case history related list for case changes made from assignment and escalation rules?
The automated case user specified in the support settings
The owner of the case when the rule was triggered
The default case owner specified in the assignment or escalation rule
The user who created the assignment or escalation rule - Answer The automated case user specified in the support settings Universal containers need to allow a group of users to view account records they do NOT own. Which feature can the system administrator use to meet this requirement? (Choose 2)

Public groups
Account record types
Field level security
Sharing rules - Answer - Public groups
Sharing rules When are validation rules applied when using Salesforce for Outlook?
Every time a record is saved
Every time data is synchronized with the server
Every time a record is updated
Every time a user views a record - Answer Every time data is synchronized with the server What is affected by changing the default locale setting for an organization?
Currency
Language
Timezone
Date Fields - Answer Date Fields 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 the system administrator grant the correct access to the user?
Grant the user delegated administration rights to campaigns
Assign the user to the standard marketing user profile
Select the marketing user checkbox on the user record
Create a campaign sharing rule to grant access to the user. - Answer Select the marketing user checkbox on the user record Which permission is required to convert a lead? (Choose 2)
"Create" and "Edit" access for leads, accounts, contacts and opportunities
"Convert Leads" profile permission
"Transfer" access for leads, accounts, contacts, and opportunities
"Import Leads" profile permission - Answer - "Create" and "Edit" access for leads, accounts, contacts, and opportunities
"Convert Leads" profile permission Where can the multilingual solution search feature be enabled? (Choose 2)
Public Knowledge Base
Self Service Portal
Salesforce Content
Solution tab search - Answer - Public Knowledge Base
Self Service Portal What is a capability of Salesforce Knowledge? (Choose 2)
Knowledge only allows a single article type across all data categories
Knowledge uses data categories and roles to make articles visible to specific users

Summary Formulas - Answer - Grand Totals
Summarized Totals
Summary Formulas Sales representatives at Universal Containers should be notified any time support cases related to accounts they own change status. How can the system administrator accomplish this?
Enable field history tracking to send an email alert tot the account owner
Create an auto-response rule to send an email alert to the account owner
Create a workflow rule to send an email alert to the account owner
Create an escalation rule to notify the account owner - Answer Create a workflow rule to send an email alert to the account owner What must a system administrator consider when setting up the running user for a dashboard? (Choose 2)
Data access permissions determine what data the users can view in the source reports
The running user determines the data displayed in the components on the dashboard
The running user becomes the default owner of the dashboard
Only users in the same role as the running user can view the dashboard - Answer - Data access permissions determine what data the users can view in the source reports
The running user determines the data displayed in the components on the dashboard Universal Containers requires that its Salesforce account data, including attachments, be backed up weekly. Which tool should a system administrator use to accomplish this?
Account analytic snapshot
Data Export Service
Account report export
Data Loader - Answer Data Export Service What can a marketing user do using the Manage Members button on a campaign record? (Choose 2)
Import new leads and associate them with the campaign
Associate existing opportunities with the campaign
Create a custom report including all campaign members
Associate existing contacts with the campaign - Answer - Import new leads and associate them with a campaign
Associate existing contacts with the campaign What should a system administrator consider when setting up Mobile Lite? (Choose 2)
Mobile Lite must be enabled before users can install it
Mobile Lite configurations can be created for each user
Mobile Lite provides access to standard objects and dashboards
Mobile Lite users must have a mobile license assigned to them - Answer - Mobile Lite must enabled before users can install it
Mobile Lite provides access to standard objects and dashboards

Which field type can be used as an external ID? (Choose 3)

Text field
URL field
Number field
Formula field
Email field - Answer - Text field
Number field
Email field 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 status change? (Choose 2)
Amount rating
Probability
Sales quota
Forecast category - Answer - Probability
Forecast category Where can conditional highlighting be used? (Choose 2)
Summary Reports
Enhanced List Views
Matrix Reports
Tabular Reports - Answer - Summary Reports
Matrix Reports Which tab can be included in a customer portal? (Choose 2)
Opportunities
Knowledge
Dashboards
Ideas - Answer - Knowledge
Ideas Universal Containers has certain customers that must be placed on the Do Not Contact(DNC) list. A system administrator needs to ensure that sales representatives do not contact these customers. Which step should the system administrator take to enforce this requirement? (Choose 3)
Select the Mass Email checkbox on the DNC contact record
Make the DNC contact records private to all sales users
Remove the phone number and email address fields from the contact page layout for DNC contacts
Add the Do Not Contact field to the contact layout and make it visible for all sales user profiles.
Filter the DNC contacts from mass email list views shared with sales users - Answer - Remove the phone number and email address fields from the contact page layout for DNC contacts

What can be transferred from one user to another user during a mass transfer of account records? (Choose 3)

Open activities
Related custom object records
Open cases
Closed activities
Closed cases - Answer - Open activities
Open cases
Closed cases Which action can a user with the standard system administrator profile take? (Choose

Delete user record
Reset all users passwords
Access a log of the records a user has viewed
Assign custom profiles to users
Assign feature license to users - Answer - Reset all user passwords
Assign custom profiles to users
Assign feature license to users Universal Containers has multiple support teams. One team handles technical support issues and another team handles billing issues. Currently, both teams are using cases to track incoming issues. When would a system administrator consider introducing a new record type for cases? (Choose 2)
When different record access is required
When different picklist values are required
When different field-level security is required
When multiple page layouts are required. - Answer - When different picklist values are required
When multiple page layouts are required Criteria-based sharing rules can be created for which objects? (Choose 3)
Leads
Contacts
Accounts
Campaigns
Opportunities - Answer - Contacts
Accounts
Opportunities Which feature restricts a user's ability to log in to Salesforce? (Choose 2)
Trusted IP ranges
Login hours
Login IP ranges
Password policies - Answer - Login hours
Login IP ranges

Universal Containers require 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?

Assign cases to a queue and create an escalation rule to escalate cases that have NOT been accepted by an agent within one hour
Create case auto-response rules to send an email to the customer within one hour of case creation
Create a workflow rule to send an email to support managers when a case is created and assigned to a queue
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 - Answer Assign cases to a queue and create an escalation rule to escalate cases that have NOT been accepted by an agent within one hour Match the automation rules with the order in which they are processed:
Workflow Rules
Validation Rules
Escalation Rules
Assignment Rules - Answer 1) Validation Rules

Assignment Rules
Workflow Rules
Escalation Rules A sales user needs to create and modify all public reports. The user has the "Create and Customize Reports" permission on his profile. How can the system administrator provide the correct access?

Add the "Manage Public Reports" permission to the user's profile
Grant the user access to the appropriate report folders
Add the "Manage Custom Report Types" permission to the user's profile
Enable the report builder feature for the user - Answer Add the "Managed Public Reports" permission to the user's profile A system administrator at Universal Containers needs to mass update the lead source of opportunity records. How can this be accomplished? (Choose 2)
Export opportunities and update using the import wizard
Create a list view for opportunities and update using inline editing
Export opportunities and update using the data loader
Use similar opportunities to update the opportunities - Answer - Export opportunities and update using the import wizard
Create a list view for opportunities and update using inline editing Which dashboard component can display data from the summary rows of a report? (Choose 2)
Metric
Chart

Salesforce Admin: Exam Questions, Exercises of Accounting

Related documents

Partial preview of the text

Download Salesforce Admin: Exam Questions and more Exercises Accounting in PDF only on Docsity!

Salesforce Admin: Exam Questions