Salesforce Admin Flashcard 1

Front

How would an administrator accomplish sending a reminder to the Lead owner if it has not been converted 10 days after the created date? Options: A. Create a future task to remind the lead owner, B. Create a validation rule to check the current date against the create date, C. Create a time dependent workflow rule, D. Create an email reminder

Back

Create a time dependent workflow rule

Front

How can a system administrator notify Sales Management when opportunities with a high dollar value reach 60% and 80% probability? Options: A. Validation Rules, B. Big Deal Alerts, C. Workflow Rules, D. Email Alerts

Back

Workflow Rules

Front

What should Bob do to gain insight into customers’ interactions with the company via social media and generate leads for his sales reps before the end of the fiscal quarter?<br />Choose 1 answer: A. Create a custom application using Apex and Visualforce to pull the information from social media applications, B. Create a workflow to pull the information from social media applications, C. Install an application from the AppExchange to pull information from social media applications, D. Enable Social Customer Service and Social Accounts, Contacts and Leads

Back

Enable Social Customer Service and Social Accounts, Contacts and Leads

Front

A user wants to collaborate and discuss a record as a team with a group of other users. How can an administrator enable this most efficiently?

Back

Create a group for the set of users and allow the ability to add records to Chatter groups by enabling the allow records in groups setting.

Front

A Salesforce administrator has created a ‘Project’ custom object and would also like to track Project Tasks. How can the administrator accomplish this?

Back

Check the 'Allow Activities' checkbox on the Project object.

Front

A Salesforce Administrator wants to update the records that have a picklist field status of ‘New’ and make that field blank instead. How can this be achieved?

Back

Export the records, change the 'New' to blank and upload the data using Data Loader using the setting 'Insert Null Values'.

Front

What should the Administrator use to resolve the issue of outdated information on Account, Contacts, and Leads in Salesforce?

Back

The Administrator should validate the information with Data.com Clean and update every Lead, Account, Contact record with that information.

Front

The Owner field of an Opportunity record owned by an inactive user needs to be updated. What is the best way to achieve this? Choose 1 answer.

Back

Grant authorized users the 'Update Records with Inactive Owners' permission.

Front

An account record owned by an inactive user needs to be updated. Who has the ability to update the record?<br />Choose 1 answer.

Back

System administrators and all users with visibility to the record and create or edit permissions on the account object.

Front

Orbit Solutions reached their Salesforce data storage limit and is looking to free up some space in order not to buy additional storage in the meantime. The administrator would like to archive old inactive Contact records to make space to add new contacts. What is the most efficient way to achieve this?

Back

Use Data Loader or create a report to export the data and then use Data Loader to delete the data.