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SALESFORCE ADMINISTRATOR CERTIFICATION
Setup two different sales processes and assign them to the appropriate profiles. Note: A Sales Process contains the Stages that an Opportunity follows through its sales cycle. - Answers :As an Administrator for your company, you have two different Sales Groups that need to use different Stages on Opportunities. How do you display the correct stages for each group? 1 Note: Users can be assigned to only 1 Profile in Salesforce. They can also be assigned to only 1 Role in the Role Hierarchy, as well. You can assign a user to multiple Permission Sets. - Answers :How many profiles can a user be assigned to in Salesforce? Profile Note: In addition to the organization-wide Session Settings, which can be found in Setup, there is also a Session Settings link under each Profile. The Session Settings you designate at the Profile level override the Session Settings that are set organization-wide. - Answers :In addition to Organization Wide, where else can you specify Session Settings in Salesforce, to log users out after a set time of inactivity? Enable each user to see the data they have access to Note: Dynamic dashboards enable each user to see the data they have access to. With a dynamic dashboard, you can control data visibility without having to create a separate dashboard, with its own running user and folder, for each level of data access. Refer to https://help.salesforce.com/articleView?id=dashboards_dynamic_overview.htm&type= &language=en_US&release=206.18 for more details. - Answers :Complete this sentence - Dynamic Dashboards _ During the initial creation of a record; During the manual update of a record; During a mass import from Data Loader. Note: Validation rules do not fire on Chatter posts, but are fired during initial creation and update of records in Salesforce - either manually, or in bulk. - Answers :In which of the following scenarios can a Validation Rule fire, thus helping prevent bad data from entering your Salesforce org? (select 3) Check the FLS for the Industry field; Check the page layout(s) assigned to the affected users to see it the industry field is displayed Note: Validation rules fire, even for fields that a user can't see. Reasons that this may occur would be if the Field Level Security isn't set for that user's profile to be able to see
the field. Another possibility is that the page layout that is assigned to the user does not display the field. Turning off the Validation Rule may be a temporary fix until you can get the data access and visibility issue resolved, but you want to find the root cause, as best practice. The Role Hierarchy determined which records a user has access to for an object, but doesn't control the visibility of individual fields on an object. - Answers :Multiple users are suddenly reporting to you that they are receiving a Validation Rule error when trying to create a new account record. The error mentions that the Industry field for the account cannot be blank. The problem is, these users cannot see the Industry picklist field, and are therefore unable to select an Industry and save new account records. Which steps should you take in order to troubleshoot and resolve this issue for your users? (select 2) Create individual products for each currency, for each product that is needed in the pricebook Note: A product can only reflect pricing in a single currency. You may include the same product in multiple currencies in a single price book, but each product must have individualized records for each currency in the price book. - Answers :The director of Sales has asked that you provide pricebook pricing for multiple currencies. You currently have just one pricebook created in your Salesforce org. You have also previously enabled multiple-currencies in your Salesforce org. What would you do to accommodate this request? Account; Opportunity; Contact Note: When sales reps convert qualified leads, the information from the standard lead fields appears in standard fields for contact, account, and opportunity records. If you set up custom lead fields, you specify how that custom information converts to custom fields in accounts, contacts, and opportunities. Refer to https://help.salesforce.com/articleView?id=customize_mapleads.htm&type=0&language =en_US&release=206.19 for more details. - Answers :Related to the Lead Conversion process in Salesforce, you can map Custom Lead fields to Custom fields on which three objects in Salesforce? (select 3) Summary; Joined; Matrix; Tabular Note: The four valid Report formats you can create in Salesforce are Summary, Matrix, Tabular and Joined. - Answers :Select the 4 valid Report formats available in Salesforce (select 4) Big Deals; Create a workflow rule to send an email to the Director of Sales whenever the criteria is met Note: Big Deal Alerts are ideal for this scenario. Refer to https://help.salesforce.com/articleView?id=activating_big_deal_alerts.htm&type=0 for more details on Big Deal Alerts. You can also accomplish this via a workflow rule and
When a record is submitted for approval Note: For an approval process to start, it must first be submitted. This is the starting point at which a record enters an approval process, and then it traverses through the various steps, based on the processes settings and if criteria is met. Refer to https://help.salesforce.com/articleView?id=approvals_getting_started.htm&type=0&lang uage=en_US&release=206.18 for more details. - Answers :What is the starting point for an Approval Process in Salesforce? Bucketing Note: Bucketing lets you quickly categorize report records without creating a formula or a custom field. For example, create a bucket field named Size based on the # Employees field. Then, create buckets that group records into Large, Medium, or Small ranges that you define. Bucket fields can be used like any other field to sort, filter, and group your report. Refer to https://help.salesforce.com/articleView?id=reports_bucketing_overview.htm&type=0&la nguage=en_US&release=206.19 for more details. - Answers :What Report functionality would you use in order to quickly categorize report records without creating a formula or a custom field? Before a new record is saved; Before an existing record is updated Note: Validation rules fire before a record is inserted or updated in Salesforce. Refer to https://help.salesforce.com/articleView?id=fields_about_field_validation.htm&type=0 for more details. - Answers :When are Data Validation Rules fired in Salesforce? (select 2) Average, Min, Max, Sum Note: You can create custom summary formulas for summary and matrix reports to calculate additional totals based on the numeric fields available in the report. Refer to https://help.salesforce.com/articleView?id=building_custom_summary_formulas.htm&ty pe=0&language=en_US&release=206.18 for more details. - Answers :When creating a Custom Summary Formula in a Report, what are the four valid Summary Types which you can select? (select 4) Email-to-Case Note: Email-to-Case can be enabled and set up to automatically create a case in Salesforce when a customer sends an email to a defined email address. Refer to https://help.salesforce.com/articleView?id=customizesupport_email.htm&type=0 for more details. - Answers :Which feature can be enabled and set up to automatically create a case in Salesforce when a customer sends an email? Required; Read Only; Visible
Note: You cannot set field dependencies from the Page Layout Editor. You can make a field visible, read-only, and/or required via the Page Layout Editor. Refer to https://help.salesforce.com/articleView?id=customize_layoutcustomize_pd.htm&type= &language=en_US&release=206.18 for more details. - Answers :Which field settings can you control in the Page Layout Editor? (select 3) Bookmarks; Feed; Groups Note: Go to the Chatter tab and look at what appears on the left side of the screen. You'll notice things such as Feed, What I Follow, Groups, People, Files, Topics - all of these things are components of Chatter that you need to be familiar with. Test out Chatter's functionality and become familiar with Groups, Bookmarks, etc. Chatter does not connect with social networks such as Facebook or Twitter. - Answers :Which of the following are valid Chatter components? (select 3) Summary; Tabular; Matrix Note: In addition to Tabular, Summary and Matrix reports, you can also create Joined reports in Salesforce. Salesforce does not support Pivot Tables. Refer to https://help.salesforce.com/articleView?id=reports_changing_format.htm&type=0&langu age=en_US&release=206.18 for more details on Report formats in Salesforce. - Answers :Which of the following are valid report formats that are available in Salesforce? (select 3) Partner Community; Employee Community; Customer Community Note: Salesforce provides three primary types of Communities, which are Customer, Partner and Employee Communities. Refer to https://www.salesforce.com/editions- pricing/community-cloud/ for more details. Salesforce also offers other Cloud solutions, such as Government Cloud and Health Cloud, but these are not Communities. - Answers :Which of the following are valid types of Communities that are available in the Community Cloud offering by Salesforce? (select 3) Page Layout; Validation Rule; Requires Checkbox on the field Note: You can effectively make a field required by creating a validation rule where if the field is left blank, an error displays, not allowing the record to be saved until that field is populated. You can also set a field to Required on the Page Layout, as well as by checking the Required checkbox on the actual field itself. Field Level Security is used to set if a field is Visible and Read-Only, but isn't used to mark a field as required. - Answers :Which of the following can be used to make a field required? (select 3) Case; Lead; Custom Object Note: Prioritize, distribute, and assign records to teams who share workloads. Access queues from list views. Queue members can jump in to take ownership of any record in
Note: Junction objects establish many-to-many relationships between two objects and are created with two master-detail relationships. - Answers :Which statements are true regarding a Junction Object? (select 2) You have forgotten to append your security token to the end of your password in the Data Loader login window. Note: Your user account has not been locked, because in this scenario you confirmed your account was ok by successfully logging in via the interface. Additionally, you don't require a separate license for Data Loader - it is a free download, and you can use it to connect to any Salesforce accounts with which you have an active user license for. There are different versions of the Data Loader, and you can download and install updates, but this won't affect your ability to log in to your Salesforce instance. If you do find yourself in this scenario, you'll need to append your Security Token to the end of your Password in the Password field in order to log in using the Data Loader. Refer to https://help.salesforce.com/articleView?id=user_security_token.htm&type=0 for more details on your Security Token and how - Answers :You are trying to connect to Salesforce from an IP address that is outside of your company's trusted IP range, using the Data Loader. Your login attempts fail, although you know you are entering your Username and Password correctly. You have confirmed that your account is not locked by successfully logging into Salesforce via the browser interface. Which of the following is a valid reason why you are unable to connect? Profiles Note: Profiles are used in order to grant or deny access to a custom app in Salesforce. Roles control which records you have access to, but do not control App access. Page Layouts control the user interface for individual records. Sharing Rules are made at the object level, but not at the app level. - Answers :You have been tasked with disabling access to a custom Salesforce application for a group of users in Salesforce. Which of the following would you adjust in order to accomplish this task? Freeze the user; De-activate the user Note: You would want to ideally deactivate the user, but can also freeze their user account if they are still entangled with various administrative processes. This will effectively keep them from logging back into Salesforce. You cannot delete a user account in Salesforce. And changing their Role or Profile would not prevent them from logging back into their existing account. - Answers :You need to quickly lock a user out of Salesforce. Which are valid options for accomplishing this requirement? (select 2) Add the new stage as a Selected Value in the appropriate Sales Process in which it should display
Note: The Sales Process is where you set which Stages are visible to users. Field Level Security dictates whether a user can view and edit a field, but doesn't control to the level of which specific picklist values display. Likewise, the Page Layout controls which fields are displayed on a page, but don't control specific picklist values of a field. Whenever you have to deal with specific picklist value visibility, the things that control this are typically Record Type and Process related. - Answers :You recently added a new Stage to the Opportunity object. Users are now reporting that the new Stage is not available from the picklist to select from. What do you need to do to make the new Stage selection visible for users? Use Data Loader and import all of the account records, then the contact records, and then all of the opportunity records. Note: The Data Import Wizard is not an option for this task, because the number of record involved exceeds 50,000. Additionally, the Data Import Wizard is not able to import Opportunity records. You can also not import records across multiple objects at the same time, so you would need to employ the Data Loader for this task. You would start with the Account records, since the Account would be the parent of both the Contact and Opportunity records. You would likely want to do the Contact records next and the Opportunity records last, because the Opportunities may need to be associated with Contacts on their respective Accounts, such as through Contact Roles. Refer to https://help.salesforce.com/articleView?id=contactroles.htm&type=0 for more details. - Answers :Your company has recently acquired another company. You have been tasked with importing the acquired company's account, contact, and opportunity records; each of which exceed 50,000 records each. How would you accomplish this? Case Assignment Rules Note: In Professional, Enterprise, Unlimited, Performance, and Developer Edition organizations, web- and email-generated cases are automatically assigned to users or queues based on criteria in your active case assignment rule. Cases that do not match the assignment rule criteria are automatically assigned to the Default Case Owner specified in the Support Settings. Refer to https://help.salesforce.com/articleView?id=cases_assign.htm&type=0&language=en_U S&release=206.19 for more details. - Answers :Your Service Department consists of a variety of agents with specific skillsets. Their manager would like to automatically route cases to agents based on the criteria of a case in order to assign cases to the most appropriate agent. What feature of Salesforce would you utilize to fulfill this request? From the user record by checking the Service Cloud User checkbox Note: Feature Licenses, such as Service Cloud, are assigned via the User record. You can see how many Feature Licenses you have available in your org by visiting the Company Information screen, but you cannot assign these licenses from there. - Answers :You need to extend the Service Cloud User feature license to a user in your organization. Where would you go to do this?
Director, but this wouldn't be the optimal solution. You could actually likely accomplish this through any of these available answers, but the point is that Field History Tracking is custom-made for this sort of situation and doing anything more complex wouldn't be as suitable of a solution. You could also likely create a report to also give you this same information. - Answers :The Director of Sales would like to be able to see more details around changes to key fields on opportunities. He has asked that whenever an opportunity's Stage or Amount is changed, he needs to be able to see which user performed the change, when, as well as the previous and new entries. What should you do to accomplish this task? Custom Picklist; Multi-Select Picklist Note: Custom Picklist fields and Multi-Select Picklist fields can be dependent picklists. Standard Picklist fields cannot be dependent fields. Refer to https://help.salesforce.com/articleView?id=fields_dependent_field_considerations.htm&l anguage=en_US&type=0 for more details. - Answers :When it comes to field dependency in Salesforce, which of the following type of fields can be dependent fields? (select 2) Check the Selected Values for the Picklist for each Record Type of the Object Note: Profiles, Page Layouts and Field Level Security don't go down to the level of the individual picklist selections. Whenever users report that certain picklist fields do not contain certain selections, go to the Record Type menu for the object in question, and then select the various Record Types for that object. Each Record Type for an object will display Picklists Available for Editing. If you click Edit next to one of those picklists, it will show you Available Values and Selected Values for the picklist field. From there, you can also select a default selection. - Answers :Users are reporting that a picklist field is missing several selections for some records, but not for other records. What would you check in order to troubleshoot this issue? Competitor Note: Become familiar with which objects are Standard Objects in Salesforce. You can do this at a glance in Salesforce Lightning by going to Setup > Object Manager, or in Salesforce Classic, go to Setup > Customize. - Answers :Which of the following objects is not a Standard Object in Salesforce? Account Contact Lead Competitor Case Formula
Note: A formula field would be used in order to create this new Commission field. Refer to https://help.salesforce.com/articleView?id=useful_advanced_formulas_commission.htm &language=en_US&type=0 for examples of Commission Calculation Formulas. - Answers :The Director of Sales has implemented a commission structure for all Sales Reps. This new commission needs to be displayed on Opportunities and reflect an amount of 5% of the total amount of the opportunity. What type of field would you create to accomplish this requirement? Quantity; Revenue Note: Both Revenue and Quantity scheduling are supported for products in Salesforce, once Product Schedules have been enabled. Refer to https://help.salesforce.com/articleView?id=enabling_schedules.htm&type=0 for more details. - Answers :What types of scheduling can be defined on a product in Salesforce? (select 2) Process Visualizer Note: The Process Visualizer uses specific notation to graphically represent each approval process. The shapes are based on the Business Process Modeling Notation (BPMN) standard. In the Process Visualizer, a shape's color changes from gray to blue when you hover over or click it. Refer to https://help.salesforce.com/articleView?id=approval_process_viewer_notation.htm&type =0&language=en_US&release=206.19 for more details. - Answers :This tool provides a visual representation of the various steps of an Approval Process in Salesforce Select the Primary Campaign Source for the Opportunity; Use the Campaign Influence Related List on the Opportunity Note: Though multiple campaigns can be influential, you can designate only one campaign as the primary campaign source on the opportunity. The campaign you designate as the primary campaign source will always appear in the Campaign Influence related list. Refer to https://help.salesforce.com/articleView?id=campaigns_influence_using.htm&language= en_US&type=0 for more details. - Answers :How can you relate an opportunity to a campaign? (select 2) Knowledge; Ideas Note: Both Ideas and Knowledge can be made available to customers in Communities. - Answers :Which of the following tabs may be made accessible in a Customer Community? (select 2) Tasks; Calendar
