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WorksheetsSF Admin
Total questions: 60
Worksheet time: 1hrs 26mins
What is the maximum amount of Fields you can set for History tracking on an Object?
20
10
30
5
What is NOT true about standard fields?
You can change the help text
You can change the field type
You can change the label
You can change picklist values
When a Lead is converted, which object can be optionally created?
Account
Contact
Opportunity
Custom Object
A company’s Sales Intern created a List View for Account and she wants to share it with a colleague, however she cannot see the option to share her list view when she edits it. How can an Administrator ✔ this?
Ensure the Sales Intern’s profile has the “Manage Public List Views” permission
Ensure the Sales Intern’s profile has the “Create and Customize List Views” permission
Ensure the Marketing User checkbox is ticked on her profile
Ensure she has Read/Write permissions on the Accountobject
How can you make a field required? (Select 3)
Page Layout
Validation Rules
When creating the field
Workflow Rules
Record Types
A company would like to trigger an update on a custom Opportunity field when the Status of the Opportunity has been set to Closed Lost. How can this be achieved?
Escalation Rule
Assignment Rule
Workflow Rule
Auto-response Rule
Where can you find out how many overall and used licenses your Company have for Salesforce?
Company Information
Company Settings
Default Settings
Assign Licenses
A Company has no specific Assignment Rules in place for Cases, and would like their support team to cherry pick them as and when they have the time. How can an Administrator set this up?
Use Auto Assignment Rules
Implement a Queue for Cases and and create as the default owner
Assign the Administrator as the Default Case Owner so he can share them to the support team
Use escalation rules
A Company wants to import over 1 million records into Salesforce from their old system. Which tool should they use?
Data Import Wizard
Data Loader
Data Export Service
Install an AppExchange App
What cannot be set on the Company Information page on Salesforce?
Corporate Currency
Default Locale
Default Language
Default License
When creating a user, what does the locale setting affect?
Time Zone
Currency
Date/Time Format
Language
Users can select to see a certain Dashboard on their home page using which feature?
Dashboard Snapshot
Import Dashboard
Dashboard Component
Not Possible
Your company has a private sharing model and a user is having trouble accessing a type of record they need to do their job. The user is at the bottom of the role hierarchy. What feature would be most suitable to grant this specific user access to this record type?
Field Level Security
Role Hierarchy
Org Wide Defaults
Sharing Rules
What is true about standard picklist fields?
You can add values to them
They can be dependent on another picklist
You cannot add values to them
They cannot be dependent on another picklist
Your company has started introducing pre-sales engineers to work alongside the sales person on deals. Any pre-sales engineer who helps close a deal will be entitled to 5% of the total deal size. What is the best way to track this in Salesforce?
Summary Report
Opportunity Splits
Team Selling
Revenue Schedule
A new team in your company is looking to move onto Salesforce to use Cases for compliance reasons. They have a distinctly different process than the current team which happens in sequential order; New, In Progress, Tier 1 Approval, Tier 2 Approval, Closed. How can this best be reflected in Salesforce?
Create a record type and update the case status field. Ensure new values are added to record type.
Create a record type and additional support process. Assign support process to record type. Add values to the existing case status field
Create a record type, page layout and update the case status field. Ensure new values are added to record type
Create a custom picklist field to hold these new values
What is the Cloud Scheduler used for in Salesforce Classic?
Schedule Apex Jobs
Schedule Process Builder
Schedule Meetings
Schedule Emails
A chatter group can have access levels? (Select 3)
Public
Private
Read Only
Unlisted
External
When importing data using the import wizard. Which fields can be used to match an existing Lead? (Select 3)
Salesforce ID
Name
Phone
Company
Email Templates folders in Salesforce can grant permissions to different sets of users. Which feature is not available when sharing Email Template folders?
Public Groups
Roles
Roles & Subordinates
Profiles
What permission must a manager have to be able to set
the running user in a dashboard to anyone below them in the role hierarchy?
View All Data
View My Team’s Dashboards
View My Team’s Reports
Modify All Data
What action is available in process builder that is not available in workflow?
Field Update
Create a Record
Send an Outbound Message
Send an email
Which objects can be synced when using Salesforce for outlook? (Select 3)
Accounts
Contacts
Opportunities
Tasks
Events
You have recently setup a role hierarchy for your organisation to enable logical sharing through hierarchies. Managers are complaining that although they can see Opportunities of their team, they cannot edit them. What feature needs to be changed?
Modify the Sharing Rule
Change the Opportunity Access on the Managers Role
Change the Opportunity Access on the Teams role
Modify Org wide defaults to public read/write
Your company have a requirement to grant the Finance team access to Salesforce. They need to have access to all data in Salesforce, ignoring all sharing. They do not need to edit. What would be the most appropriate way?
Create a new profile and change all Org wide defaults to public read/only
Create a new profile and grant the “View all” permission
Add Finance users to the standard profile, Read Only.
Create a new profile and additional sharing rule to grant access to all finance users
When a customer engages with your company, a
nominated pre-sales consultant needs to work with the account manager to close the deal. They only need access to the Account, and must not have access to the Opportunity object. Your Org wide defaults are set to Private, what is the easiset way to share an account in this manner?
Create a sharing rule to grant pre-sales consultants access to Accounts
Modify the pre-sales consultants profile to grant access to Accounts
Use Opportunity teams to select a role, and the relevant permissions
Use Account teams to select a role and the relevant permissions
The sales manager at your company has requested to see the total amount of closed won sales for any given account. How can this be achieved?
Create a formula field referencing the “Amount” field on Opportunities filtering the status for closed won
Create a rollup summary field on Accounts, using the SUM function on amount field, filtering the status for closed won
Create a rollup summary field on Accounts using the COUNT function on amount field, filtering the status for closed on
Use a process builder to loop through closed won opportunities and update a field on accounts
Auto-response rules can be created for which objects? (Select 2)
Cases
Accounts
Leads
Custom Objects
Your company sells into two main markets, enterprise and small/medium business. While products remain the same, prices differ per market and must be reflected as such in Salesforce. What would you recommend?
Create additional products
Create additional price books
Create additional products and pricebooks
Create revenue splits
What is the main function of escalation rules when working with cases?
Assigning cases to users as they are created in Salesforce
Escalating cases if they are not picked up within a timeframe
Evaluating escalation criteria and carrying out relevant actions
Escalating cases if a support user cannot fix the issue
What is NOT a feature of tasks in Salesforce?
You can set tasks to be recurring
You can set a start and end time
Tasks can be automatically created
You can access tasks on Salesforce1
A company would like to minimise duplicates when importing Leads from a recent tradeshow. They would like to update existing leads, while adding new ones. Which tool will help with this?
Data Loader
Import Wizard
Duplicate Rules
3rd party App
What is true about Custom Report Types? (Select 2)
You can create reports that can pull data from external systems
You can add up to four objects in one Custom Report Type
You can add fields from additional related objects
You can override standard reports with Custom ReportTypes
The sales director has asked you to create Dashboards component to show the number of Leads created last week, last month, and last quarter. What would you recommend?
Metric
Table
Gauge
Chart
Your company is interested in looking at integrating their phone system into Salesforce to automatically record call history? As an Admin, what would your recommendation be?
Create a custom CTI application
Browse the AppExchange for CTI partners
Activate the CTI connector
Contact a systems integrator
You have set login restrictions on your Org to only allow access from 9:00am-5:00pm. If a user is currently actively working on a record and clicks save at 5:05pm, what will happen?
The user will be logged out but progress will be saved
The user will stay logged in and allows to work on therecord open
The user will be logged out and any progress will be lost
A warning message will appear allowing the user to save their progress being logged out
The compliance team at your company have started using Salesforce. They need to input extra information on the contact record to perform background checks. This information needs to be reportable by the rest of the organisation, but is not relevant to anyone else in day to day operations. What solution would you recommend to display this information to the compliance team?
Create a compliance record type and page layout, assign to the compliance team
Create a compliance record type, assign to the compliance team
Create a compliance page layout, assign to the compliance team
Edit the field level security for the relevant fields to only show for the compliance team
All users are currently using the “Standard User” profile in Salesforce. You have recently created a custom object which some users will need access to. How would you do this?
Create a permission set granting access to the object, assign it to relevant users
Modify the Standard User profile to grant relevant access to the object
Create a new profile granting relevant access to the object, assign to the relevant users
Set access on the custom object to grant access to the users
What is true about deleting a custom field? (Select 2)
You cannot delete a field that is referenced else where
As soon as you delete a custom field, all data ispermanently deleted
You have 15 days to restore the custom field, as well as all data stored
You cannot delete a field, only deactivate it
You wish to create two different sales processes for Sales & Service. What is needed in addition to the sales process, if you wish sales people to use both processes?
Page Layout
Record Type
Page Layout & Record Type
Validation Rule
What is true about a master detail relationship? (Select 2)
Deleting a parent record will delete all child records
The child record cannot be reparented
The child record inherits the sharing settings from the parent
The master object cannot be a standard object
What is the primary function of campaign influence?
To track the influence of multiple campaigns against an Opportunity
To track the influence of a single campaign against an Opportunity
To track the campaign owners influence over multiple opportunities
To track the campaigns influence against other campaigns
Your company would like to start getting feedback from users of your product. They are mainly interested in feature requests. How could Salesforce be used to facilitate this requirement?
Implement Salesforce Communities + Ideas
Implement Ideas
Create a custom object to track feature requests
Implement Salesforce Communities
Your company would like a basic way for their enterprise customers to gain access to solutions. This feature must not be available to other customers. What could meet this requirement?
Public Knowledge Base
Portals + Solutions
Solutions
Communities
There has been an increase in unqualified leads being converted. Your company would like to minimise this by ensuring a certain level of information is entered prior to Lead conversion. What Salesforce feature would you recommend to help with this?
Validation Rules
Duplicate Rules
External ID’s
Formula Fields
Your company performs a backup of all internal systems every week. What feature would help ensure that Salesforce is backed up week?
Schedule Data Loader
Weekly Data Export
Import Wizard
Export Wizard
Duplicates are a big problem for your company, and you have been asked to recommend an approach to ensure new leads are not already in the system by evaluating their email. All leads must be blocked from entering the system. What would you recommend?
Ensure all sales reps search Salesforce prior from entering data
Ensure the email field is selected as “Unique”
Create a Matching rule with Duplicate rules
Create a validation rule to prevent duplicate leads from being entered
The executive team have a weekly meeting every Wednesday to discuss sales and operations. They use a report called “Global Pipeline” and would like to have this sent to them automatically at 3pm every Wednesday. What feature would you recommend?
AppExchange App
Schedule Report
Dashboard Refresh
Tabular Report
What other feature must be activated to allow you to use a tabular report in a table component?
Rows to display must be set
Custom Summary Formula
Chart must be added to the source report
Conditional Highlighting
A sales manager would like to create a sales leader board showing the totals of all Closed won deals by sales person. What would be the best way to create this?
Summary Report + Metric Component
Tabular Report + Chart Component
Summary Report + Table Component
Tabular Report + Table Component
A user has entered a password in✔ too many times,
this has resulted in their account being blocked. How would you resolve this?
Contact Salesforce to unlock the record
Ask the users to use the “Reset password” functionality
Click “Unlock” on the user record
Click “Reset Password” on the user record
A user is complaining that they cannot see a tab for an object after you have recently switched their profile. What could be the issue? (Select 2)
The profile does not have access to the object
The object’s tab is set to “Default Off” on the profile
The tabs sharing settings have changed
The object does not have a tab associated with it
A sales manager has requested to display the account rating field on all opportunities, how would you fulfil this requirement?
Create a formula field on opportunities that references the account rating
Create a formula field on accounts that references the account rating
Create a workflow rule to update all opportunities with the account rating
Move the account rating field onto the opportunity page layout
Where can a custom field be set as read only?
Page Layout
Field Level Security
Custom field settings
Validation Rule
Sharing Settings
A custom picklist you have created has “Restrict picklist values..” selected. What is the default functionality if you attempt to upload a value that doesn’t exist using the data loader?
The value will be inserted into the picklist
The value will be blocked and the record will fail
The value will be inserted into the inactive picklist values
The record will be inserted but the picklist value will not
Your company is interested in creating a comprehensive
set of articles that can be accessed from within Salesforce, Communities & Publically. They want to ensure that their employees, customers and partners have as much information at their fingertips to solve their own cases. What would you recommend?
Solutions
Knowledge Base
Ideas
Answers
Duplicate rules are NOT available for which object?
Account
Case
Contact
Lead
Custom Object
While testing a new feature in Salesforce, a support manager has accidentally created 100 cases in Salesforce. What is the quickest way to delete these?
Mass Delete Records
Data Loader
Import Wizard
Delete via Report
What are the three access levels you can grant to Report & Dashboard Folders?
Viewer Access
Private Access
Editor Access
Manager Access
Public Access
What is true about filter logic in Salesforce?
It allows you to filter on multiple fields
You can use AND/OR operators to change how data is filtered
You can filter across multiple objects
It allows you to use filter multiple reports at once
