SALESFORCE ADMINISTRATOR CERTIFICATION 2024, Exams of Social Sciences

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SALESFORCE ADMINISTRATOR CERTIFICATION 2024 . .

Salesforce Administrator Certification 2024 What are the four user licenses? - answer - Salesforce, Chatter External, Chatter Free, Identity What are the Salesforce default company settings? - answer - PST USD and English What is the identity license connected to? - answer - The experience site or portal What are the two ways to restrict access to data in Salesforce? - answer - Profile and Org Wide Defaults How does Salesforce set access at the org level? - answer - Trusted IP Ranges, Login IP Ranges, Login Hours What two org access components are set at the profile level? - answer - Login IP Ranges and Login Hours What org access component is set at the org level? - answer - Trusted IP Ranges What license do you need to access data in Salesforce that you do and don't own? - answer - Salesforce How does Salesforce evaluate access? (three levels) - answer - License, profile, permission set What is the way to restrict access to an object? - answer - Org Wide Defaults What are the three key org wide default settings for record access? - answer - Private, Public Read, Public Read Write Transfer Where is the CRED set in Salesforce? - answer - On the profile and permission set What does CRED stand for? - answer - Create, Read, Edit, Delete What does CRED define? - answer - The things you can do with an object as defined on the profile True or False: Ownership is shared vertically with role hierarchy sharing - answer - True How might you define role hierarchy? Vertical or Horizontal Sharing? - answer - Vertical (Up and down the role hierarchy) How might you define sharing rules? Vertical or horizontal? - answer - Horizontal (within the same level of the hierarchy)

What are the seven standard objects we need to know for the exam? - answer - Account, Case, opportunity, contact, campaign, campaign member, lead What happens to the detail when you delete a master? (Master detail relationship between objects) - answer - It is deleted What happens to the master when you delete the detail? (Master detail relationship between objects?) - answer - It is not deleted True or false: you can delete a standard field - answer - False True or false: you can rename a standard field - answer - True How can Salesforce display different picklist options depending on a value selected in another field? - answer - Field dependencies (Controlling and dependent fields) When can you not delete a custom field that is used in an automation? - answer - When the automation is being run (once it is complete you can delete it) How can you source in a field value from the account object onto a case object? - answer - Formula field What does the visible check box in the field settings also allow the user to do beyond reading the field? - answer - Allows users to edit the field What are the four Sales Productivity Tools for Opportunity Management? - answer - Big Deal Alerts, Einstein Opportunity Scoring, Kanban, and Opportunity Splits What is a Big Deal Alert? - answer - An automatic email to alert users when an opportunity reaches a threshold of amount and probability What does Einstein Opportunity Scoring do? - answer - AI assesses the opportunities and assigns a score to each one, helping Sales teams focus on the right opportunities What is an opportunity split? - answer - OS allows sales reps to collaborate and split revenue What is a Sales Path in Salesforce? - answer - Paths guide users through steps of a business process (e.g. from lead to deal close) What is a benefit of creating a custom Sales path? - answer - You can add custom guidance and highlight key fields What is a record type based on? - answer - Based on the profile

What does a record type do? - answer - Provides a unique layout based on business need What are the three business process types? - answer - Sales Process, Support Process, Lead Process What must you have first before creating a record type? - answer - A business process What actions can workflows do? (5 actions) - answer - Task, email, alert email, field updates, outbound messages How many actions can a workflow have? - answer - 20 What can process builder not do that workflows can do? - answer - Outbound email True or False: You can specify the order actions are executed in process builder? - answer - True True or false: You can specify the order actions are executed in workflow - answer - False What is the maximum number of records that can be imported with Data Import Wizard?

• answer - 50, True or False: Data import wizard allows you to select if you want to trigger workflow rules and processes - answer - True True or False: Data import wizard allows you to prevent duplicates by selecting a match type - answer - True What is the max number of records that can be imported using Data Loader - answer - 5 Million True or False: You can use Data Loader to obtain Salesforce Record IDs - answer - True True or False: You can't save Data Loader mappings for future use - answer - False True or False: You can install data loader as a client based application - answer - True What is better for duplicate detection? Data loader or Import Wizard? - answer - Import Wizard What tools can you use to export data from Salesforce? (2 tools) - answer - Data export service and Data Loader

What chart type can be used to compare fewer items over time? - answer - Vertical Bar (column) What chart type can be used to track data over time? - answer - Line What chart type can be used to compare absolute values side by side? - answer - Stacked Bar Chart What chart type can show a single value in a range of custom values? - answer - Gauge What report type can compare a share of a total? - answer - Donut What chart type can show conditional highlighting and chatter photos? - answer - Tables What chart type can show a sales process? - answer - Funnel What chart type displays only one key value? - answer - Metric What chart type shows correlation between two measures? - answer - Scatter What happens when you subscribe to a report? - answer - You receive a report details via email on a schedule that you set Can recipients of a report subscription still receive the report if they don't have access to its folder? - answer - No How often are dashboards refreshed? - answer - Either when the user clicks refresh or on the schedule specified for that dashboard What is the max number of dashboard components? - answer - 20 What field does a dashboard component use to display data? - answer - The first summarized field in the source report What does a marketing campaign allow you to do? - answer - Understand what marketing efforts drive pipeline and revenue What happens to data in standard fields when a lead is converted? - answer - It is inserted into the standard account and contact fields Does lead conversion automatically create an opportunity? y/n - answer - No

What must be done to custom lead fields when the lead is converted? - answer - The fields must be mapped to custom account, contact, and opportunity fields (so the data has somewhere to go!) What determines the record type that is used for a particular user? - answer - The profile What are the three business processes that can have record types? - answer - Sales, Support, lead What should be created first? The business process or the record type? - answer - Business process What automates lead routing? - answer - Assignment rules What automates responses to a new lead? - answer - Auto-response rules What is the web-to-lead limit (24hrs) - answer - 500 What is the web-to-case limit? (24 hrs) - answer - 5000 How many rules can be in effect for case or lead routing at once? - answer - One True or False: Lead and case assignment rules can contain multiple entries that route records based on several criteria - answer - True Can you send auto responses that will use different email templates based on the criteria you set? y/n - answer - Yes What does Salesforce use to automatically associate a contact with a case brought in via email-to-case? - answer - The sender's email What are escalation rules? - answer - Escalation rules automatically re-assign a case if it is not handled in a set period of time Omni-channel does what? - answer - It routes work requests to the most available and qualified support agent in the console What are Macros? - answer - Macros run to complete repetitive tasks with a single click (e.g. send an email to a customer) Quick Text does what? - answer - allows users to insert predefined messages like greetings and answers to common questions in emails, chats, tasks, and knowledge articles

What is the request for execution after save (prior to focusing on data set) (6 stages) - reply - Task rules, pre-programmed message rules, work process rules, acceleration rules, processes, stream