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SALESFORCE ADVANCED ADMIN PRACTICE
QUESTIONS COMBINED
What is a capability of Territory Management? a) It grants access to records based on profiles b) It grants access to records based on role hierarchy c) It grants access to records regardless of ownership d) It grants access to records based on ownership - Answers-c) It grants access to records regardless of ownership UC categorizes its accounts with one of two status values - Prospect or Customer. The administrator wants to automatically change the value from Prospect to Customer when an opportunity is Won. What can the administrator do to accomplish this? a) Use Visualforce to update the Account Status field b) Create an opportunity workflow rule that updates the Account Status field c) Use an Apex trigger to update the Account Status field d) Create an account workflow rule that updates the Account Status field - Answers-b) Create an opportunity workflow rule that updates the Account Status field A human resources executive needs CRED access to the Candidate customer object in the Recruiting App. Currently, only the system administrators have this level of access to the Candidate object. What can an administrator do to meet this requirement? Choose 2 a) Create a sharing rule b) Create a permission set c) Adjust the organization-wide defaults d) Create a custom profile - Answers-b) Create a permission set d) Create a custom profile What is a consideration for creating a master-detail relationship between two custom objects? (choose 3) a) The master object is the primary object in a standard report type b) The child record is deleted when its parent record is deleted c) Custom summary fields can be created on the child record d) The child record remains when its parent record is deleted e) The related lookup field is a required field on the child object - Answers-a) The master object is the primary object in a standard report type b) The child record is deleted when its parent record is deleted e) The related lookup field is a required field on the child object An administrator changed the label of a custom field in the sandbox environment. How can the administrator move the relabeled field from the sandbox to a production environment? (choose 2) a) Add the re-labeled field to a change set and upload to production b) Add the relabeled list to a managed package and upload to production
c) Upload the relabeled field to production using the Data loader d) Manually change the label of the field in production - Answers-a) Add the re-labeled field to a change set and upload to production d) Manually change the label of the field in production The administrator at UC has been asked to setup an approval process that ensures the hiring manager has approved the salary that HR will be offering the candidate. If the offered salary is over $125,000, the appropriate regional director also needs to approve the salary before HR makes the offer. How can the system be configured to automate the routing of the approval request to the correct regional director? a) Implement territory management and assign the hiring manager and the regional director to the same territory b) Assign the regional director to a role that is above the hiring manager in the role hierarchy c) Create a lookup field on the user record to store the name of the appropriate regional director d) Create a hierarchical relationship field on the user record to store the name of the appropriate regional director - Answers-c) Create a lookup field on the user record to store the name of the appropriate regional director What tool can be used to move metadata between two production environments? (Choose 2) a) Force.com Migration Tool b) Force.com IDE c) Force.com SOAP API d) Change sets - Answers-a) Force.com Migration Tool b) Force.com IDE How can an administrator improve the relevance of search results for support agents searching for Knowledge articles to solve cases? Choose 3 a) Define synonyms for common search terms b) Pre-populate article search filters based on the value of case fields c) Create a record type for each data category d) Create data categories and assign articles to each category e) Enable feed tracking on all relevant article types - Answers-c) Create a record type for each data category d) Create data categories and assign articles to each category e) Enable feed tracking on all relevant article types What is a capability of Live Agent in the Service Cloud Console? Choose 3 a) Chats can be transferred to other agents b) The Details tab can be used to see information about the visitor c) Multiple visitors can chat in one window d) The Articles tool can be used to search for Knowledge articles
c) Set up a workflow rule that sends an email alert to the article type owner when a new article is created from a case d) Configure an escalation rule that assigns all article drafts to an article reviewer - Answers-a) Create an approval process that ensures all FAQ articles are approved by a specific reviewer c) Set up a workflow rule that sends an email alert to the article type owner when a new article is created from a case UC wants to create a scorecard report to help its management team better understand the performance and related activities for the sales representatives. Which approach would provide the information required to achieve this? a) Create a joined report that contains user, opportunity, and activity data b) Create a summary report of opportunities bucketed by activity count c) Create a custom report type that contains user, opportunity, and activity data d) Create an analytic snapshot to summarize desired data - Answers-a) Create a joined report that contains user, opportunity, and activity data When using Collaborative Forecasts, what capability is available to users assigned as Forecast Managers? Choose 2. a) Ability to adjust the forecasts of all users directly below them in the forecast hierarchy b) Ability to enable which users have the ability to forecast in the forecast hierarchy c) Ability to view the forecast of all users below them in the forecast hierarchy d) Ability to adjust the opportunities of all users below them in the forecast hierarchy - Answers-a) Ability to adjust the forecasts of all users directly below them in the forecast hierarchy c) Ability to view the forecast of all users below them in the forecast hierarchy UC is working on an implementation strategy for Salesforce CRM Content and wants to ensure consistent tagging across and within its libraries, minimizing accidental duplication of tags. What action can be taken to ensure this consistent tagging in Universal Container's libraries? (Choose 2) a) Establish tag names with contributors upon the creation of a library b) Create a workflow email alert for unrelated tags within a library c) Enable restricted tagging upon the creation of a library d) Change the Tag field to a pre-populated picklist - Answers-a) Establish tag names with contributors upon the creation of a library c) Enable restricted tagging upon the creation of a library UC needs to ensure that new job applicant records are associated to a position record when they are created. However, the company also wants to ensure that deleting a position record does not delete all the associated job applicants. How can the administrator meet these requirements? a) Create a lookup relationship and make the field required on the Job Applicants page layout b) Create a master detail relationship and a validation rule on the Position object c) Create a lookup relationship and a validation rule on the Job Applicants object
d) Create a master detail relationship and a validation rule on the Job Applicants object
- Answers-a) Create a lookup relationship and make the field required on the Job Applicants page layout An administrator has been asked to restrict visibility on cases with a particular record type to a select group of five users. Of these users, one is assigned to Support Manager profile and four are assigned the Support Representative profile. How can the administrator meet this requirement? a) Create a new profile for the five users with View All Data access; remove access to the record type from all other profiles b) Create a public group for the users and a custom parent case record with the record type; share this case by record owner c) Modify the Support Manager and Support Representative profiles to View All Data access on all cases with the record types d) Create a public group for all users and use criteria-based sharing rules to share cases with the record type with that group - Answers-d) Create a public group for all users and use criteria-based sharing rules to share cases with the record type with that group UC uses SFDC to track positions and applicants. Applicants can apply for multiple positions, and positions will have multiple applicants. The company wants to ensure that if an applicant is deleted, all associations between the applicant and the position(s) that he or she has applied for are removed. How can this be accomplished? a) Create a many to many relationship using a junction object with both Positions and Applicants as masters. b) Create a master detail relationship between Applicants and Positions with Applicants as the master. c) Create a lookup relationship between Applicants and Positions with Applicants as the parent. d) Create a custom object between Applicants and Positions with lookup fields on the junctions to both objects. - Answers-a) Create a many to many relationship using a junction object with both Positions and Applicants as masters. UC requires all opportunities greater than $500,000 to be approved by the CFO before the opportunities can be closed. The CFO travels frequently and users only an iPad for office communications. All employees at the company are Chatter users. What can an administrator do to enable the CFO to easily approve or reject these opportunities? Choose 2 answers. a) Enable Approvals in Chatter b) Configure Chatter post notification c) Enable Email Approval Response d) Configure Big Deal Alerts on Opportunities - Answers-a) Enable Approvals in Chatter c) Enable Email Approval Response An administrator has been asked to create a field called Desired Salary on a custom Job Applicant object. This field should only be visible to users with the Human
d) Create an analytic snapshot to track interviewers and candidates over time - Answers-a) Create a joined report to summarize related candidate and employee information
- How can an administrator make searching for files easier for users? Choose 2 answers. a) Configure Content settings to show Chatter files in Salesforce CRM Content b) Create multiple content types that have page layouts specific to each job function c) Assign the Create Libraries permission to all Salesforce CRM Content users d) Allow users to mark high-priority content as "featured" on the Content Details page - Answers-b) Create multiple content types that have page layouts specific to each job function d) Allow users to mark high-priority content as "featured" on the Content Details page A user with permission to create price books wants to quickly create a new product with the same information as the existing product by cloning the product. What is an important consideration when cloning a product? a) Price book entries in price books that the user does not have access to will not be created b) Price book entries will not be created in the standard price book c) Price book entries in price books that the user does not have access to will be created d) Price book entries need to be activated before users can use the new price book - Answers-a) Price book entries in price books that the user does not have access to will not be created UC has its organization-wide defaults for price books set to No Access. What action should the administrator take to allow individual users to add products to their opportunities? a) Modify the opportunity sharing rules to include specific products and price books b) Check "Manage price books" on the individual user profiles c) Manually share the individual price books with specified users and roles d) Create sharing rules under price books and apply them to individual users - Answers- c) Manually share the individual price books with specified users and roles UC uses multiple record types for accounts. A system administrator is asked to restrict industry pick list options when creating different types of accounts. How can the system administrator meet this requirement? a) Set the record type pick list visibility b) Set field-level visibility for the user's profile c) Enable pick list values for the user's profile d) Assign the record type to the user's record - Answers-a) Set the record type pick list visibility
- An administrator has been asked to create a report showing all newly created Chatter groups by a custom designation, divided by the four departments that maintain
Chatter groups - Partners, Corporate, Practices and Solutions. How can an administrator meet this reporting requirement? a) Use a multi-select picklist field to bucket Chatter groups in the report according to department b) Create tags for Chatter groups and create a summary report for newly-created Chatter groups c) Use a bucket in the Chatter groups report to categorize the four different departments d) Create a record type for Chatter groups and create a summary report for newly created Chatter groups - Answers-c) Use a bucket in the Chatter groups report to categorize the four different departments The Sales Operations department needs to ensure that the postal code on a contact record is consistent with the contact's state in the mailing address. A reference object has been created that contains all US postal codes and their corresponding states. What features can be used to enforce valid postal code and state data on a contact's mailing address? a) A lookup field on the address object that filters applicable postal codes by the mailing address state b) An approval process that adjusts the contact's postal code to the proper state in accordance with the reference object c) A validation rule that uses VLOOKUP to compare the contact's mailing address state to the reference object d) A workflow rule that validates contact's postal code and mailing address state using the reference object - Answers-c) A validation rule that uses VLOOKUP to compare the contact's mailing address state to the reference object A user reports that the Order Status field value is not populating from an external order processing system during a transaction. What tool can an administrator use to troubleshoot the issue? a) Debug log b) Server process log c) Integration log d) Apex callout log - Answers-a) Debug log An administrator has uploaded a change set but realized a dependent component is missing. What should the administrator do? a) Deploy the change set, create a new change set, add the dependent component, and upload the new change set b) Edit the change set, deselect the Active checkbox, add the dependent component, and re-upload the change set c) Clone the change set, add the dependent component, and upload the new change set d) Deploy the change set and manually add the dependent component to the target organization - Answers-c) Clone the change set, add the dependent component, and upload the new change set
d) Create a new record type and page layout for the Opportunity object for these three profiles - Answers-a) Edit the field-level security on the Region Code field for these three profiles The Support Manager at Universal Containers wants to be able to report on the number of cases that get resolved by the support team. Before a case can be transferred to a different support group, a team lead reviews the case and must approve the transfer. The team already has a custom field that is a lookup to users that identifies who resolved the case. They also already have a custom field on the user that stores the user's current support team (which may change over time). The manager wants to ensure that, as people get promotions or move into new jobs, the historic data involved close cases is not modified. How can the requirement be met? a) Create a report using Cases with Approvals to design a report of this information b) Add a formula field on the case that displays the current job title from the user record of the person resolving the case c) Create a new field on the case to store this information and popul - Answers-c) Create a new field on the case to store this information and populate it using a workflow rule with a field update UC has completed testing a managed AppExchange app and is ready to deploy the app into production without any customizations. How should the administrator deploy the app into the production environment? a) Install the app in production from the AppExchange b) Install the application from Setup > Installed Packages c) Use change sets to migration the application package d) Create and deploy a new package using the Migration tool - Answers-a) Install the app in production from the AppExchange The VP of Sales wants to ensure that the Competitor field is not left blank for any opportunity where the amount is greater than $50,000. The competitor field is a Custom picklist field. What validation rule formula can the administrator create to meet this requirement? Choose 2. a) Amount >50000 && ISBLANK(Competitor_c) b) Amount >50000 && ISPICKVAL(Competitor_c"") c) Amount >50000 && Competitor_c"" d) Amount >50000 && TEXT (Competitor_c)-"" - Answers-a) Amount >50000 && ISBLANK(Competitor_c) b) Amount >50000 && ISPICKVAL(Competitor_c"") Users at Universal Containers are reporting that workflows are not working as expect. What tool should the administrator use the resolve this issue? a) Apex unit test b) Workflow log c) Setup audit trail d) Debug log - Answers-d) Debug log
An administrator is conducting some data cleansing and needs to be able to identify all account that do not have any associated contacts, cases and opportunities. How can an administrator do this? a) Create an Account report and add a filter to exclude related contacts, cases and opportunities b) Create a Contact & Account report and add a cross filter to exclude cases and opportunities c) Create an Account report and add a cross filter to exclude related contacts, cases and opportunities d) Create an Account custom report type and exclude related contacts, cases and opportunities. - Answers-c) Create an Account report and add a cross filter to exclude related contacts, cases and opportunities Under what condition does an account assignment rule automatically assign an opportunity to a territory? a) When an Opportunity is transferred to a new owner b) When an Account is removed from a territory and re-assigned to a new territory c) When an opportunity does not have a territory and its account is added to a territory d) When an account is reassigned to multiple territories - Answers-c) When an opportunity does not have a territory and its account is added to a territory The administrator at Universal Containers has implemented a validation rule ensuring that the Reason Won/Lost field is populated when an opportunity closed. The sales manager reports that the Reason Won/Lost field is blank for some records. What is possible explanation? (Choose 2) a) The validation rule formula has an exclusion for certain profiles b) The Reason Won/Lost field is missing from one of the page layouts c) Some users do not have Edit access to the Reason Won/Lost field d) There is a workflow rule that is closing some of the opportunities - Answers-a) The validation rule formula has an exclusion for certain profiles d) There is a workflow rule that is closing some of the opportunities In a private sharing model, what is possible reason user can view an account record without being the record owner or system administrator? (Choose 2.) a) The user is a member of a queues that owns the account b) The user in a public group at the top of the group hierarchy c) The user owns a related contact record d) The user's direct report in the role hierarchy owns the account - Answers-b) The user in a public group at the top of the group hierarchy d) The user's direct report in the role hierarchy owns the account Support representatives at Universal Containers need to be able to verify that contacts are eligible for support based on a service contract. What entitlement model should be implemented in this scenario? a) Service contracts with entitlements b) Service entitlements
d) Create a change set for the custom object; use Data Loader to transfer field-level security - Answers-a) Create a change set that includes the custom object and all custom fields What feature can be used to allow a subset of users to add or remove fields from a custom object? a) Delegated administration b) Permission sets c) Public groups d) Criteria-based sharing rules - Answers-a) Delegated administration A sales representative changed the ownership of an account that they owned. What impact will this have on sharing? a) All criteria-based sharing rules will have to be re-calculated b) Related opportunity records will become Read-Only for account team members c) All Apex-managed sharing will automatically be re-triggered d) Users who had access through manual sharing will lose access - Answers-d) Users who had access through manual sharing will lose access How can quotas be entered for Users in Collaborative Forecasting? a) Using the Data Loader to enter them through the API b) Using the Forecast settings under Setup c) Through the Quotas related list for the user in the Forecast tab d) Through the Quotas related list on the user detail page - Answers-a) Using the Data Loader to enter them through the API An administrator has been asked to delete all approval processes that are no longer needed by management. What would prevent the administrator from completing this request? (choose 2) a) The process is set as active b) The process is not locked in status c) The process is tied to email alerts or field updates d) The process has records associated with it - Answers-a) The process is set as active d) The process has records associated with it UC wants a summary report that displays the percentage growth of revenue year over year. What function should an administrator use to calculate this information? a) PARENTGROUPVAL b) PREVGROUPVAL c) PRIORVALUE d) DATEVALUE - Answers-b) PREVGROUPVAL Which statement is true about the creation of entitlement processes? Choose 2. a) The Manage Entitlements permission must be enabled b) Entitlements have their own organization-wide default settings c) Milestones can be created dynamically based on other fields
d) Entitlement versioning allows changes to existing entitlement processes - Answers-a) The Manage Entitlements permission must be enabled b) Entitlements have their own organization-wide default settings A user wants to merge accounts that have related opportunities and cases. What permissions are needed on the user's profile to merge the two account records? a) Delete and edit on accounts; delete on related opportunities b) Edit on accounts; delete on opportunities and cases c) Merge permissions on accounts d) Delete on accounts; edit on opportunities and cases - Answers-d) Delete on accounts; edit on opportunities and cases What should an administrator consider before setting up Salesforce Communities? Choose 2. a) Zones are shared by Ideas, Answers, and Chatter Answers applications b) Internal Members and external members must belong to separate communities c) Chatter must be enabled in the internal organization to use it in a community d) New Organization can use customer or partner portals instead of communities - Answers-a) Zones are shared by Ideas, Answers, and Chatter Answers applications c) Chatter must be enabled in the internal organization to use it in a community What options exist to users if the lookup record (the parent) is deleted? - Answers-- Clear the value of this field (default) but keep the child records
- Don't allow deletion of the lookup record that's part of a lookup relationship
- delete this (child) record also (call SF to enable) When creating a lookup, what option can an Admin select to manage situations where lookup records are deleted? Choose 3. a) Clear value of lookup field b) Notify record owner c) Prompt user to enter another record d) Delete record also e) Do not allow deletion - Answers-a) Clear value of lookup field d) delete record also e) Do not allow delete List the difference prices available for a product. Choose 3. a) sales price b) product price c) discounted list price d) list price e) standard price - Answers-a) sales price d) list price e) standard price What is the capability of Salesforce ideas? Choose 2
Every region (APAC, LATAM, EMEA, AFRICA) has corresponding VP of Sales. Noah Larkin wants each VP to receive a copy of dashboards every Monday morning a) Create a separate dashboard for each VP and schedule a refresh every Monday morning b) Create a Visual Force with a filter for dashboard to send an email to VP of Sales each region and schedule a refresh every Monday morning c) Create analytic snapshot with Filter and have the dashboard send to every VP of Sales for each region and schedule a refresh every Monday morning d) Create one dashboard with filters for each VP and schedule a refresh every Monday morning - Answers-a) Create a separate dashboard for each VP and schedule a refresh every Monday morning Create a report for accounts that do not have opportunities and cases... a) joined reports b) reports for accounts with cross filters that exclude opportunities and cases c) report for accounts with sub filters that exclude opportunities and cases - Answers-b) reports for accounts with cross filters that exclude opportunities and cases What object permission should the administrator provide for users to find duplicates under the lead object? a) read, edit b) view all c) merge d) delete - Answers-d) delete What are the three capabilities of live agent on Service Cloud? - Answers-Transfer chat Skill group Quick text Recruiting Manager requested the System Admin to create a custom object called Position and Applicant. He wants that if the Applicant is deleted then all Position that the applicant applied will also be deleted. Position should also have many Applicants. What would be the solution on this question? a) create a lookup where the applicant is the master b) create a master detail where the applicant is the master c) create a junction object d) create a hierarchical relationship between position and applicant e) create a many to many relationship with a junction object - Answers-e) create a many to many relationship with a junction object An end user requested for a Vacation Leave and subject for approval by his manager. End User complains that nothing happened once he clicked on submit for approval button? a) approval process does not contain approval steps b) check if the End User has an approval manager
c) request contains no value d) check system log to troubleshoot the issue - Answers-b) check if the End user has an approval manager What tools are used to migrate Metadata to 2 different production orgs? Choose 3 a) Force.com IDE b) Force.com Migration Tool c) Change set d) Data loader e) unmanaged package - Answers-a) Force.com IDE b) Force.com Migration Tool e) unmanaged package Sales manager wants to have the field on the report that shows the growth Year to Year. What function should you use? a) PriorValue b) PrevGroupVal c) ParentGroupVal d) DateValue - Answers-b) PrevGroupVal Sales Manager wants to have the account name added to the Opportunity name once the Opportunity has been created a) Create Apex Trigger b) Create workflow rule for field update c) Create a formula to add the account name and opportunity name. - Answers-b) create a workflow rule for field update Dylan has submitted vacation request for approval by his manager. The manager is not receiving any email alerts. What can you use in order to troubleshoot the issue? Choose 2 a) Email log b) setup audit trail c) debug log d) time-based workflow - Answers-a) email log c) debug log Users report that the Industry picklist field is no longer visible on account records. What tool can an administrator use to troubleshoot this issue? A. Debug log B. Setup audit trail C. Field history tracking D. Field audit history - Answers-D. Field audit history A user with the APAC Sales Representative role, has been assigned the US Sales Representative Role. Which sharing rules are recalculated?
Accounts have fields to indicate prospect or customer. How can you auto-update the value from prospect to customer when an opportunity is won? a) use an Apex trigger b) Set a workflow rule that updates the account status c) Use a VisualForce configuration to update the field d) Create an opportunity workflow rule - Answers-d) Create an opportunity workflow rule Field on Position object is used to track new positions. Users are required to select an existing user in the Hiring Manager field. What type of relationship is this? a) Master-detail b) Hierarchical c) Lookup d) Junction - Answers-c) lookup What is a capability of territory management? a) grants access to records regardless of ownership b) grants access to records based on ownership c) grants access to records based on profiles d) grants access to records based on role hierarchy - Answers-a) grants access to records regardless of ownership James, a recruiting manager needs a picklist field implemented on the Position object done by the end of the week. Matt, the system admin, was too busy to fulfill the request. What should Matt do to prevent this from happening again? a) delegate James as a delegated admin for the Recruiting app b) delegate James as a delegated admin for the Position object c) Assign James with the "Modify all data" permission set d) Changed OWD for the position object to Public Read/Write - Answers-b) delegate James as a delegated admin for the Position object What can an admin do to enable customers to submit service request? Choose 2 a) enable live chat agent on the company website b) enable chatter answers c) enable the Service Cloud console on the company website d) enable case feed on the company website - Answers-a) enable live chat agent on the company website b) enable chatter answers What are the considerations before using Force.com IDE? Choose 3 a) target environment b) username and password c) metadata components d) inbound and outbound change sets - Answers-a) target environment b) username and password c) metadata components
Marketing forecasts change page layouts. VP asks the admin for permission to configure only these objects. How can an admin set this up? a) enable a marketing user b) create a custom profile with Edit permission c) set up as a delegated admin on the custom marketing object d) let VP log in as an admin - Answers-c) set up as a delegated admin on the custom marketing object Formulate a process where if the case came from a different region it should automatically be assigned to End Users and the status of the case should be "Stalled" after 2 days if End User didn't perform any action on said case a) assignment rule, approval process, workflow rule, validation rule b) assignment rule, workflow rule c) assignment rule, validation rule, workflow rule d) assignment rule, formula update - Answers-b) assignment rule, workflow rule A system admin wants to change the field type from a lookup field to a master-detail field. What must the system admin check in order for the change to be implemented successfully? a) make sure the lookup value is required b) make sure that all lookup fields on the record are filled up c) make sure that the lookup field has a related record - Answers-b) make sure that all lookup fields on the record are filled up What is true about Salesforce Communities? Choose 2 a) Ideas tab is used by community users to submit, like and promote Ideas b) Communities can be used by internal Salesforce users only c) Reputation level is the same across all communities d) Crowd sourced Knowledge in Q&A tab - Answers-a) ideas tab is used by community users to submit, like and promote Ideas d) Crowd sourced Knowledge in Q&A tab Universal containers wants to have a field that will change to a certain value when the opportunity is changed to closed won a) auto response rule b) workflow field update on opportunity c) escalation rule d) validation rule - Answers-b) workflow field update on opportunity The admin refreshed the configuration in the sandbox but emails are now not going to approvers. What is the cause? Choose 2 a) deliverability access level setting is incorrect b) email addresses for users are incorrect c) HTML template is not in the sandbox d) workflow email only work in full sandboxes - Answers-a) deliverability access level setting is incorrect
