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WorksheetsQuestions for Salesforce Administrators
Total questions: 35
Worksheet time: 26mins
Universal container wants to ensure that the information is up to date on their company information page in salesforce. Which set of information can an administrator specify in the company information page?
A. Business hours, Traslation settings, corporate currency
B. Organization name, Default Time zone, Default Language
C. Primary contact, Chatter settings, Set Domains
D. Fiscal Year, Password policies, Default time zone
Universal Containers uses a custom field on the account object to capture the account credit status. The sales team wants to display the account credit status on opportunities.
Which feature should a system administrator use to meet this requirement?
The administrator at UC will create a custom field to track a specific Tier 2 support user on a case record. Which data type should be used when creating this custom field?
A. Lookup filter
B. Formula
C. Lookup relationship
D. Hierarchical relationship.
A new hire en Universal Container has joined the customer service team to interact with customers and handle cases. This user needs access to the service console to manage the cases and customer information. What should an administrator do to assign Service Cloud user license to a new user?
A. Enable service cloud user on the user record detail page
B. clone the sample console and assign it to the user.
C. Create a new permission set licence assignment
D. Enable Service Console in support Settings
A medium-size, Southwest-based supplier of solar components and systems, is growing internationally. An administrator receives details of a new hire in the Tokyo office who requires access to the salesforce organization. Which two requirements should the administrator consider when creating a new user in a production Salesforce org? (Choose 2)
A. Username is unique across all salesforce Orgs.
B. Username is in the format of an Email Address.
C. Username is Identical to the Users email address
D. Username is added to the Active user log.
A new employee is trying to login to salesforce, but is having trouble and getting login error messages. He reaches out to the salesforce admin for help. What should the administrator do first to troublehoot login error messages?
A. Check the user´s login history related list on the user record..
B. Review entires in the setup audit trail
C. Log in as the user to view the error message.
D. Search the debug log for the error message.
The administrator is notified that one of UC´s employees is going on leave for a few weeks. UC does not wnat the employee logging in to Salesforce while on leave. What should the administrator do to prevent a user from logging into salesforce temporalily?
A. Resset the user´s password.
B. Freeze the user´s account.
C. Change the user's login hours.
D. Delete the user's account.
The administrator is asked to deactivate the salesforce user account for an employee who has recently left the company. When a user account is deactivated, what happens to the associated license?
A. The license becomes available for reassignment.
B. The license is deleted.
C. The license is removed from the billable licenses for the organization.
D. The license is automatically assigned to another user
Where can a system administrator assign a page layout? Choose 2 answers
A. Role
B. Profile
C. App
D. Record Type
The password policy in UC orgs shows that the length of time until passwords expire is 60 days. However, a sales rep are complaining that their passwords expire every 30 days. Where should the system administrator change the password expiration period for the sales rep users?
A. Individual user records
B. Permission sets assigned to the users
C. Profiles assigned to the users
D. Roles assigned to the users
UC's VP of Global Sales has requested that the sales rep commission report be visible to the executive team. How should the system administrator provide visibility to the sales rep commission report to the executive team only?
A. Set Opportunity org-wide default sharing settings to private
B. Save the report in a folder shared with the executive team
C. Name the report "For executive Team use only-DO NOT USE"
D. Save the report in the My Personal Reports folder
The VP of UC wants to take a look at all of the deals that are currently in play for the sales team to determine how well they're tracking toward their goal for the quarter end.
Which standard object stores information about sales deals?
A. Accounts
B. Assets
C. Products
D. Opportunities
A sales team member at UC wants to view information related to one of their accounts to have a 360-degree view of the customer
Which two standard objects are related to account records?(Choose 2)
A. Cases
B. Campaigns
C. Opportunities
D. Leads
The marketing manager at UC wants to run a marketing campaign for their upcoming event called the Ray-a-thon. The manager wants to capture as much information as possible from the campaign in Salesforce.
Which three objects have relationship with campaign? (Choose 3)
A. Lead
B. Contact
C. Account
D. Opportunity
What is the maximum number of Components available on a Dashboard?
A 50
B 10
C 5
D 20
The warehouse manager has received a new product line of containers. Management wants a spreadsheet of new products and a separate spreadsheet of price books loaded into Salesforce. Which salesforce data tool should the System Administrator use to meet this request?
A. Data Import Wizard
B. Mass Create records
C. Data Loader
D. Mass Transfer records
UC wants to track invoice payments on an opportunity related list. Only the finance team should see this related list. But , all users should be able to view invoice payment reports
How should the administrator implement this requirement?
A. Create a new page layout and profile for the finance team
B. Set the invoice payment org-Wide sharing to private
C. Build an invoice payment report with a running user of finance
D. Grant finance access only to the invoice payment object
UC has created a new product line with a special sales team to sell these products. The sales process for the new line is more complex than current sales process and requires additional stages to the sales path. How should the system administrator configure Salesforce to ensure only the appropriate stages are visible based on the product line?
A. Create a sales process and Opportunity record type for each product line
B. Create a validation rule to display the appropiate stages based on product line
C. Create new forecast categories and assign the new stage picklist values to those categories
D. Create a validation rule to display the appropiate stages based on the user's role
UC newest product line has just been announced. The web form on UC website is generating a lot of leads where prospects have indicated interest in particular products. These leads are imported directly into Salesforce automatically. Which two features should the system administrator use to assign ownership of a Lead to the appropriate product team using the custom Lead field Product Interest? (Choose 2)
A. Assigment Rules
B. Escalation rules
C. Lead teams
D. Queues
The sales users at Universal Containers need to view their open Opportunities grouped by Stage, and as a source report on a dashboard component. Which report fomat should the System Administrator use to fulfill these requirements?
A Summary
B Tabular
C Matrix
D Joined
UC has a small group of users on Lightning Experience. Selected report folders are shared with these users. How can the System Administrator prevent these users from customizing the information in the reports?
A. lock report filters
B. User custom report types
C. Modify field level security
D. Run the report as a specified user.
Sales reps are supposed to create a record on a child object of opportunities called survey request when an Opportunity is moved to closed won. The VP of sales Operation has indicated that this doesn't always happen or the rep doesn't populate all fields correctly. The system administrator has been asked to remove permissions from sales to create these records and automate record creation. Which tool should be used?
A. Approvals
B. Visual flow
C. Process Builder
D. Workflow
Which two dashboard components are populated with data from the grand total of a custom report? Choose 2 answers
A. Metric
B. Gauge
C.Table
D. Chart
UC is having a quality control problem with one of its product lines. Which standard object can be used to track the extent of the problem?
A. Account
B. Opportunity
C. Case
D. Product
How can a new system administrator quickly provide access to adoption reports and dashboards for managers?
A. Search the appexchange for free adoption report apps.
B. Build reports and dashboards.
C. Log a case to salesforce support.
D. Use the Salesforce Auto Report Builder.
Users are trying to create Opportunities and are receiving errors when populating a custom picklist field. When users select either of the two values in the pic-list, they receive different error messages above the field and are not able to save the Opportunities. What is the likely cause of the error?
A. The users dont have access to the Large enterprise record type.
B. The two picklist values are unavailable to the record type.
C. The users dont have access to the picklist field.
D. There are contradicting validation rules on the picklist field.
What describes the capabilities of salesforce knowledge?
A. An automated tool that closes cases based on historical information
B. An automated AI tool that converts Leads to Opportunities given a predefined set of conditions.
C. A knowledge base composed of articles that can be written and used by support agents
D. A knowledge base that uses AI to generate an article to solve customer support issues.
What happens if some records do not meet the data validation criteria when importing data?
A. Importing process ignores the data validation criteria
B. Import process requires user authorization to import the invalid records
C. Import process fails only for the records with invalid data
D. Import process aborts when it encounters the first invalid record.
A system administrator at Universal Containers needs to transfer records from one user to another. Which two objects can be transferred using the mass transfer tool? Choose 2 answers
A Quotas
B Campaigns
C Leads
D Accounts
If two objects have a parent—child relationship, how can a user access the child record from the parent record?
A Child field
B Lookup field
C Custom link
D Related list
What are two considerations when configuring the lead conversion process? Choose 2 answers
Role up summary lead fields can be mapped to custom contact fields
Custom lead fields can be mapped to account, contact, and opportunity fields
Custom lead fields can be mapped to custom object fields
Standard lead fields are automatically converted to account, contact and opportunity fields.
On which object is a Master-Detail Relationship established?
Junction object
Parent object
Detail Object
Parent and child objects
The administrator updated the sales operation team's project record page with new fields and dynamic components. However, when they refreshed the page the changes are missing
What should the administrator troubleshoot to ensure the changes are implemented?
Confirm the pages is activated en the lightning APP builder
Create a permission set to grant access to the project object
Add the page to the app launcher
Review the component visibility filters
The marketing team at UC wants a chart added to the home page specific to their lead generation
What should an administrator recommend to meet this request?
Update the marketing team's home page in the app launcher
Update the marketing team's home page in the Lightning App Builder
Update the org-wide home page in the lightning app builder
Update the marketing team's home page with a hyper link to the dashboard
The Operations Director has requested that each time a new Opportunity is won, a custom Survey object record is created and related to the Account that the Opportunity belongs to. Which Workflow Automation tool can accomplish this in Salesforce?
Workflow
Approval Process
Support process
Process Builder
