Salesforce Advanced Administrator 70 Exam Questions and Answers, Exams of Advanced Education

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Salesforce Advanced Administrator 70

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What can Delegated Admins DO and NOT DO - CORRECT ANSWER DO:

• Create, edit, and support users in specified roles and subordinates, often a specific team -Reset Passwords/Unlock Users -Login as users they have access to (an additional setting that needs to be enabled) -Assign specific Roles and Permissions -Create and Manage Public Groups -Change Page Layouts -Change/Amend/Delete Record Types NOT DO: -Create/modify profiles/permission sets/roles -Modify the data model (relationship fields) -NEVER STANDARD OBJECTS! What standard objects have Queues? - CORRECT ANSWER Lead, Tasks, and Case. All custom objects can have queues. When do sharing rules get recalculated? - CORRECT ANSWER If we change a users role or if we change ownership of record How many territories can a user be assigned to? - CORRECT ANSWER One or many

How many accounts can be assigned to a territory? - CORRECT ANSWER One or many How are users assigned to territories? - CORRECT ANSWER Manually How are accounts assigned to territories - CORRECT ANSWER Manually OR through account assignment rule How many territories can an opportunity be assigned to? - CORRECT ANSWER One How are reports and dashboards shared? - CORRECT ANSWER Custom folders are created and can be shared with users, role, roles and subordinates, or public groups Can have View/Edit/Manage access What are the three lifecycle objects and their business processes? - CORRECT ANSWER Lead - Lead Process Case - Support Process Opportunity - Sales Process How many parents can a child have in a Lookup Relatonship? - CORRECT ANSWER 40 How many layers deep can a master-detail relationship be? - CORRECT ANSWER 3 Can a standard object be a child in a master-detail? - CORRECT ANSWER no

How many parents can a child have in a master-detail - CORRECT ANSWER 2 What are the ways you can approve/reject an approval process step? - CORRECT ANSWER In Salesforce, Email, or Chatter What are the steps of an approval process? - CORRECT ANSWER 1. Submit for Approval (done manually or through automation)

2. Entry Criteria: checks if the record should be approved
3. Initial Submission Actions: Actions and locks/unlocks records
4. Approval Steps: Can be one or multiple steps 5.Final Rejection Actions OR Final Approval Actions Can anyone edit a record once an approval process locks it? - CORRECT ANSWER Yes, an ADMIN or you can set specific people to edit the record What are the ways you can troubleshoot something stuck in an approval process? - CORRECT ANSWER -Look at Approval History related list -Create and run Approval History Reports Full Sandbox - CORRECT ANSWER Data types copied: entire production org including data and metadata Capacity: Based on its production Org Refresh Timeframe: 29 days

Partial Data Sandbox - CORRECT ANSWER Data types copied: Metadata and the data defined in a sandbox template from the prod org Capacity: Limit of 5GB of data and a maximum of 10,000 records per object Refresh Timeframe: 5 dayse Developer Pro Sandbox - CORRECT ANSWER Data types copied: Only metadata from prod Capacity: Does not copy data, but you can load up to 1GB of data seperately Refresh Timeframe: Daily Developer Sandbox - CORRECT ANSWER Data types copied: Only metadata from prod Capacity: Does not copy data, but you can load 200mb of data seperately Refresh Timeframe: Daily Debug Log - CORRECT ANSWER Tracks: Errors and system process run by end users or code Examples: Execution of Apex code or workflow rule Limits: avaialble until deletion, 20 mb per log, 1000mb per org Setup Audit Trail - CORRECT ANSWER Tracks: Config changes by admins and developers

Example:Change to a workflow rule, field datatype Limits: Stored for 180 days How many related objects can you have on a custom report type? - CORRECT ANSWER Up to 3 and "with" or "with or without" PARENTGROUPVAL - CORRECT ANSWER returns the value of a summary field or grand total Example: Displays total sales per region then overall PREVGROUPVAL - CORRECT ANSWER returns the value of a summary field from a prior grouping Ex: Display last quarters information What is the maximum number of custom summary formulas you can have in a report? - CORRECT ANSWER 5 How many report blocks can you have in a joined report and what is required to join reports together? - CORRECT ANSWER Up to 5 blocks and they must have a common field How do you add joined reports to a dashboard? - CORRECT ANSWER If you want to add to dashboard, you MUST build chart in the report. Cross filters - CORRECT ANSWER filter parent record in a report by their related child record using WITH OR WITHOUT conditions

3 Cross filters per report Can have up to 5 subfilters Dynamic Dashboard - CORRECT ANSWER Displays the data of the user viewing it, rather than the data of a specified running user. Optionally, authorized users can change the running user directly from the dashboard view page Dashboard Filter - CORRECT ANSWER allows viewers to change the data visible on the dashboard by selecting a filter value from a drop-down list. You can add up to 3 filters to a dashboard, each with up to 50 filter values. In filters, commas mean OR Reporting Snapshots - CORRECT ANSWER -Lets you capture data at scheduled points in time which can later be used to build historical reports -2000 new records per snapshot are allowed

What objects are you able to merge duplicates for? - CORRECT ANSWER Contact, Account, Lead, Case How does merging duplicates work? - CORRECT ANSWER -Select which one to use as master -Decide what fields to use when the values between the records do not match -All related records are associated with the new merged record -All non-surviving records are deleted Matching Rule - CORRECT ANSWER Criteria defined here to identify duplicates

Duplicate Rule - CORRECT ANSWER Defines what action to take when a duplicate is found via a matching rule. Lightning Data Service - CORRECT ANSWER Collection of trusted third party data apps available in app exchange Apps collect, model, and maintain up-to-date information on companies, industries, and individuals Connect and match against third-party data to fll in missing information update obsolete details, standardize fields and formats, and more Products - CORRECT ANSWER -Standard object that captures what you are selling. It can be customize like every other object -Can be active or not active Product families - CORRECT ANSWER groups of products that have similar processing requirements. Can be used in forecasting Standard Pricebook - CORRECT ANSWER All your products need to exist here before adding to custom pricebook Describe the relationship between Products, Pricebooks, and Pricebook Enteries - CORRECT ANSWER It is a many to many relationship between Products and Pricebooks with Pricebook Enteries as the junction object What happens to the amount field on an opp once you add a product - CORRECT ANSWER it can not be changed, going forward it will be based on products

How many pricebooks can you pull products from on an opportunity? - CORRECT ANSWER An opp can only have products from ONE pricebook. You can not mix and match Opportunity Products - CORRECT ANSWER represent the products sold as line items within an opportunity (e.g. 2 widgets for $5,000/each). Product Schedules - CORRECT ANSWER can be set on products to define payment and delivery cycle. Three Types:

1. Quantity: Customers pay all at once, but receive the product in increments Ex: magazine subscriptions billed annually but delivered monthly
2. Revenue: Customers make payments over time, but receive the product at once Ex: buying on a car with a car payment 3.Quantity + Revenue:Customers make payments overtime and receive products incrementally Ex:Wine of the month club Quotes - CORRECT ANSWER -Based on Opportunity Products on an Opportunity -When quote is saved a unique quote number is assigned -Any products on that opp are copied to the quote as line items -Grand total of quote includes any type of taxes or shipping info you add to the total

BRIAN TIP: Think of quotes as the checkout page of a wesbsite. You can add discounts, see taxes, shipping, etc One Quote - CORRECT ANSWER -You can choose ONE quote to be the syncable quote which is the one the customer will use -Any change to the syncable quote will update the opportunity -Applicable changes on the opportunity will also update the quote Collaborative Forecasting - CORRECT ANSWER tool that allows sales teams to create estimates of future sales revenue using different variables such as current pipeline data and a company's historical sales data. Forecast User - CORRECT ANSWER A user who can see and work with forecasts immediately below them in either the forecast hierarchy or territory hierarchy. Forecast Period - CORRECT ANSWER Can be Months or Periods Quota - CORRECT ANSWER -If you use quotes and you check Show Quota % Attainment and Show Quota Column, forecasting will calculate quota for each category for each person -A managers quota equals the amount the manager and team are expected to generate together -Revenue or Quantity Forecast Adjustment - CORRECT ANSWER Your Salesforce admin can enable managers to adjust subordinates' and child territory forecasts, or they can enable all Collaborative Forecasts users to adjust their own forecasts, including territory forecasts that they own. Or, your admin can enable both of them.

What are the Forecast Types? - CORRECT ANSWER 1. Opportunity Revenue

2. Opportunity Quanitty
3. Product Crategory Revenue/Quantity
4. Opportunity Splits - allow you to split revenue assignments and commissions among multiple reps. Forecast Categories - CORRECT ANSWER -pipeline, best case, commit, omitted -You can map stages as needed to these forecast categories Cumulative Forecast Categories - CORRECT ANSWER Combine forecast categories to give totals Not one for one mapping Forecast Hierarchy - CORRECT ANSWER -just like role hierarchy, but it only applies to forecasts. Determines what forecasts you can view Forecast Manager - CORRECT ANSWER -Forecast managers can view and adjust the forecasts of users below them in the forecast hierarchy -They can change their own forecasts, and forecasts of direct reports Entitlement Management - CORRECT ANSWER Provide the correct level of support for customers. Define, enforce, and track service agreements and service contracts as part of an overall support management process. Entitlement Processes - CORRECT ANSWER are used to set a timeline for completion of different milestones (e.g. first response is required within 48 hours of case submission).

1. Create Milestones
2. Agent Searches for details
3. Milestones are added
4. Actions are added to Milestons Milestone Actions - CORRECT ANSWER Milestone actions are time-dependent workflow actions that occur at every step (milestone) in an entitlement process. Examples of milestone actions include sending email alerts to specified users an hour before a first response is near violation or automatically updating certain fields on a case one minute after a first response successfully completes. Milestones - CORRECT ANSWER -Can have entry and exit criteria -Can be reoccuring -Associated with Milestone Actions -Time dependent Success Action - CORRECT ANSWER When a milestone is met Warning Action - CORRECT ANSWER When a milestone is close to out of compliance Violation Action - CORRECT ANSWER When a milestone is out of compliance Softphone - CORRECT ANSWER -Can Add notes

-Knowledge -Will pull up customer records -Can add to omni channel which will route based on business needs Einstein Intelligence - CORRECT ANSWER As case detail info is entered, knowledge can pull up relevant articles. Without searching it may give the agent the info they need to solve the case Chat - CORRECT ANSWER -A customer clicks the chat button on your website and a support agent responds to the chat in the Console -In order to use chat you need omni-channel -Chat can be monitored by supervisors -Supervisors can whisper to agents Skills - CORRECT ANSWER -part of chat -Created for "Skills" in language or prodcut expertise -Assigned to users or profiles -Used for routing, transfer, and queue management Macros - CORRECT ANSWER -part of chat -Bundled actions that people use frequently -Example everytime a case is closed we need to update status and agent has to set their status to ready -Can be added to utility bar on console

Case Feed Collaboration - CORRECT ANSWER The feed displays important case events in chronological order, so users can easily see the progress of each case from creation through resolution and collaboration within Chatter -Can track fields -Post updates with chatter -Attach files to feed Salesforce Experience Cloud - CORRECT ANSWER -Experience Clouds are branded online spaces in which employees, customers, and partners can engage with one another. Build Experience Clouds easily for all your needs -Share data externally or internally -External can NEVER have more access than internal (defined on OWD) Knowledge - CORRECT ANSWER Salesforce Knowledge is a central information repository used by employees, customers, and partners to access knowledge articles Allows users to -Write, edit, publish, and archive articles -Attach articles to open or closed cases -Use the Articles related list on a case to track which article version was attached to a case -Articles can be sent as pdf or as text to a customer Article Rating - CORRECT ANSWER An articles Rating is determined by the user feedback and frequency of use

Article Record Type and Data Categories - CORRECT ANSWER Administrators can configure article record types and data categories to allow for an article's readability, consistency, and relevance. Record types are your templates for Articles. Data categories is basically an index to sort