Salesforce Administrator Certification 2024-2025. Questions and Correct, Verified Answers., Exams of Sales Management

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[Date]

Salesforce Administrator Certification 2024-

2025. Questions and Correct, Verified Answers.

Graded A

Assignment rules do what for cases? - ANSThey automatically assign cases to specific agents Can recipients of a report subscription still receive the report if they don't have access to its folder? – ANSNo Can you send auto responses that will use different email templates based on the criteria you set? y/n - ANSYes Does lead conversion automatically create an opportunity? y/n - ANSNo How can Salesforce display different picklist options depending on a value selected in another field? - ANSField dependencies (Controlling and dependent fields) How can you remove someone from the role hierarchy? - ANSSelect "none specified" in the role dropdown on the user record.

[Date] How can you source in a field value from the account object onto a case object? - ANSFormula field How does Salesforce evaluate access? (three levels) - ANSLicense, profile, permission set How does Salesforce set access at the org level? - ANSTrusted IP Ranges, Login IP Ranges, Login Hours How long are deleted records stored in the recycle bin? - ANS15 Days How many actions can a workflow have? - ANS How many rules can be in effect for case or lead routing at once? - ANSOne How might you define role hierarchy? Vertical or Horizontal Sharing? - ANSVertical (Up and down the role hierarchy)

[Date] How might you define sharing rules? Vertical or horizontal? - ANSHorizontal (within the same level of the hierarchy) How often are dashboards refreshed? - ANSEither when the user clicks refresh or on the schedule specified for that dashboard How often can you export data using the Data export service? - ANSOnce every 7 days or 29 days Is access to reports granted at the parent folder level or the child level? - ANSParent Knowledge is what (in Service Cloud) - ANSKnowledge allows you to create and manage a knowledge base of company information and share it when needed Omni-channel does what? - ANSIt routes work requests to the most available and qualified support agent in the console Quick Text does what? - ANSallows users to insert predefined messages like greetings and answers to common questions in emails, chats, tasks, and knowledge articles

[Date] True or False: Data import wizard allows you to prevent duplicates by selecting a match type - ANSTrue True or False: Data import wizard allows you to select if you want to trigger workflow rules and processes - ANSTrue True or False: Data import wizard can only be used to import common standard objects - ANSFalse True or False: Data loader can be operated using the command line - ANSTrue True or False: Field level security still allows access to the field data in reports. - ANSFalse True or False: Lead and case assignment rules can contain multiple entries that route records based on several criteria - ANSTrue True or False: Ownership is shared vertically with role hierarchy sharing - ANSTrue

[Date] True or False: Page Layout allows field data to be accessed in reports. - ANSTrue True or False: Standard profiles can be deleted - ANSFalse True or False: Standard profiles can be edited. - ANSFalse True or false: you can delete a standard field - ANSFalse True or False: You can export data using the data import wizard - ANSFalse True or False: You can install data loader as a client based application - ANSTrue True or false: you can rename a standard field - ANSTrue True or False: You can set the Data export service to automatically export data on a regular basis - ANSTrue True or False: You can specify the order actions are executed in process builder? - ANSTrue

[Date] True or false: You can specify the order actions are executed in workflow - ANSFalse True or False: You can use a data validation rule to prevent sales reps from discounting opps at greater than 20% - ANStrue True or False: You can use Data Loader to obtain Salesforce Record IDs - ANSTrue True or False: You can't save Data Loader mappings for future use - ANSFalse What actions can workflows do? (5 actions) - ANSTask, email, alert email, field updates, outbound messages What are escalation rules? - ANSEscalation rules automatically re-assign a case if it is not handled in a set period of time What are Macros? - ANSMacros run to complete repetitive tasks with a single click (e.g. send an email to a customer) What are the "horizontal" and "vertical" ways of record sharing? - ANSRole Hierarchies and Sharing Rules

[Date] What are the four Sales Productivity Tools for Opportunity Management? - ANSBig Deal Alerts, Einstein Opportunity Scoring, Kanban, and Opportunity Splits What are the four steps to build a flow in Flow Builder? - ANSDefine Resources, add elements, connect elements, and set start element What are the four user licenses? - ANSSalesforce, Chatter External, Chatter Free, Identity What are the object permissions on the profile that allow you to bypass org wide defaults? - ANSView All and Modify All What are the Salesforce default company settings? - ANSPST USD and English What are the seven standard objects we need to know for the exam? - ANSAccount, Case, opportunity, contact, campaign, campaign member, lead What are the three business process types? - ANSSales Process, Support Process, Lead Process

[Date] What are the three business processes that can have record types? - ANSSales, Support, lead What are the three key org wide default settings for record access? - ANSPrivate, Public Read, Public Read Write Transfer What are the two ways to restrict access to data in Salesforce? - ANSProfile and Org Wide Defaults What are your three options to backup data? - ANSReports, Data Loader, and Data Export What automates lead routing? - ANSAssignment rules What automates responses to a new lead? - ANSAuto-response rules What can process builder not do that workflows can do? - ANSOutbound email What can the call Apex action do in Process Builder? - ANSIt can provide similar functionality to outbound messages

[Date] What can you use to display detailed fault messages? - ANSA Fault Screen What capabilities does Approval Process offer (5 total) - ANSField Update, Task, Email, Outbound Message, and Lock/Unlock Record What capabilities does quick action offer? (10 things) - ANSUpdate a record, task, email, create a record, log a call, custom visualforce, lightning component, lightning web component, flow What chart type can be used to compare absolute values side by side? - ANSStacked Bar Chart What chart type can be used to compare fewer items over time? - ANSVertical Bar (column) What chart type can be used to compare many items? - ANSHorizontal Bar What chart type can be used to track data over time? - ANSLine

[Date] What chart type can show a sales process? - ANSFunnel What chart type can show a single value in a range of custom values? - ANSGauge What chart type can show conditional highlighting and chatter photos? - ANSTables What chart type displays only one key value? - ANSMetric What chart type shows correlation between two measures? - ANSScatter What determines the record type that is used for a particular user? - ANSThe profile What do queues enable? - ANSThey allow you to automatically prioritize your support team's workload by creating lists from which specific agents can jump in and solve certain types of cases What does a marketing campaign allow you to do? - ANSUnderstand what marketing efforts drive pipeline and revenue

[Date] What does a record type do? - ANSProvides a unique layout based on business need What does CRED define? - ANSThe things you can do with an object as defined on the profile What does CRED stand for? - ANSCreate, Read, Edit, Delete What does Einstein Opportunity Scoring do? - ANSAI assesses the opportunities and assigns a score to each one, helping Sales teams focus on the right opportunities What does Salesforce use to automatically associate a contact with a case brought in via email-to-case? - ANSThe sender's email What does the profile determine? - ANSwhat you can see and what you can do What does the visible check box in the field settings also allow the user to do beyond reading the field? - ANSAllows users to edit the field

[Date] What field does a dashboard component use to display data? - ANSThe first summarized field in the source report What happens if you don't have a profile? - ANSYou can't access records in the system What happens to data in standard fields when a lead is converted? - ANSIt is inserted into the standard account and contact fields What happens to the detail when you delete a master? (Master detail relationship between objects) - ANSIt is deleted What happens to the master when you delete the detail? (Master detail relationship between objects?) - ANSIt is not deleted What happens to the process builder process if a user is inactive when a process they started runs? - ANSThe process admin will receive a fault email What happens when you subscribe to a report? - ANSYou receive a report details via email on a schedule that you set

[Date] What is a benefit of creating a custom Sales path? - ANSYou can add custom guidance and highlight key fields What is a Big Deal Alert? - ANSAn automatic email to alert users when an opportunity reaches a threshold of amount and probability What is a fault (process flow)? - ANSA fault is an exception that happens in processing What is a record type based on? - ANSBased on the profile What is a Sales Path in Salesforce? - ANSPaths guide users through steps of a business process (e.g. from lead to deal close) What is an opportunity split? - ANSOS allows sales reps to collaborate and split revenue What is better for duplicate detection? Data loader or Import Wizard? - ANSImport Wizard

[Date] What is evaluated first: System Data Validation or Custom Validation rules? - ANSSystem Data Validation What is the identity license connected to? - ANSThe experience site or portal What is the max number of dashboard components? - ANS What is the max number of records that can be imported using Data Loader - ANS5 Million What is the maximum number of filters you can add to a report? - ANS What is the maximum number of records that can be imported with Data Import Wizard? - ANS50, What is the order of execution after save (before committing to database) ( steps) - ANSAssignment rules, auto-response rules, workflow rules, escalation rules, processes, flow What is the order of execution in salesforce (three steps up to save) - ANSSystem Validation, flow, custom validation rules

[Date] What is the tool that sits on top of the profile that gives additional access? - ANSPermission sets (or Permission set groups) What is the way to restrict access to an object? - ANSOrg Wide Defaults What is the web-to-case limit? (24 hrs) - ANS What is the web-to-lead limit (24hrs) - ANS What license do you need to access data in Salesforce that you do and don't own?

• ANSSalesforce What license would you assign a consultant working on the experience portal? - ANSIdentity What must be done to custom lead fields when the lead is converted? - ANSThe fields must be mapped to custom account, contact, and opportunity fields (so the data has somewhere to go!)

[Date] What must you have first before creating a record type? - ANSA business process What objects can Teams sharing be used on? - ANSTACO - Accounts, Cases, Opportunities What order are actions executed in process builder? - ANSThe order in which they appear What org access component is set at the org level? - ANSTrusted IP Ranges What permission do users need to open flows? - ANSManage Salesforce Platform Flow What report type can compare a share of a total? - ANSDonut What security feature allows you to specify a name in your org URLs? - ANSMy Domain What should be created first? The business process or the record type? - ANSBusiness process

[Date] What tool should you use if you need to mass transfer accounts, leads, or service contracts (or custom objects) from one user to another? - ANSMass Transfer Tool What tools can you use to export data from Salesforce? (2 tools) - ANSData export service and Data Loader What tools do you have to delete data? - ANSMass Delete What two org access components are set at the profile level? - ANSLogin IP Ranges and Login Hours What type of message displays when a fault occurrs - ANSA custom or standard error message When are deleted records permanently deleted? - ANSAfter 15 days When can you not delete a custom field that is used in an automation? - ANSWhen the automation is being run (once it is complete you can delete it)

[Date] When would you use apex? - ANSTo fill gaps in process builder or flow Where are feature licenses set? - ANSOn the user record Where are the login hours set? - ANSOn the profile Where are the login IP ranges set? - ANSOn the profile Where can you check the status of your import after using the Data import wizard? (What page?) - ANSBulk Data Load Jobs page (in setup) Where is the CRED set in Salesforce? - ANSOn the profile and permission set Which option suppresses data access: Field Level Security or Page Layout? - ANSField Level Security Why would you want to remove someone from the role hierarchy? - ANSThey own more than 10k records

[Date] You need to import 60k records. What is the best import tool: Data import wizard or data loader? - ANSData Loader You need to schedule data imports nightly: what is the best import tool? Data import wizard or data loader? - ANSData loader