Salesforce.com Admin Test

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Author:
Kmiller
ID:
118305
Filename:
Salesforce.com Admin Test
Updated:
2011-11-30 22:57:57
Tags:
Salesforce com SFDC
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Description:
Study questions for Salesforce Administrator's Test
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  1. Describe the components of the company profile
    • Language
    • Locale
    • Time Zone
    • Licenses
    • Storage/Used Space
    • Fiscal Year
    • Primary Contact & Address
    • Currency Information
  2. What is the default fiscal year?
    January 1 - December 31
  3. Can the fiscal year be customized?
    Yes
  4. What is on the Company Information Page?
    License information
  5. What is a Default Locale?
    • Geographic region where your organization is located.
    • This setting affects the format of the date and number fields
    • Can be set by individual users for their own login and will override compaany default
  6. What are the 3 types of Currency settings?
    • Active
    • Multiple
    • Personal
  7. What is a profile?
    • Collection of settings and permissions
    • The profile does NOT override the organization's sharing model
  8. How do you view a profile?
    Navigate to Your Name>Setup
  9. What are the standard profiles?
    • System Administrator
    • Standard User
    • Solution Manager
    • Marketing User
    • Contract Manager
    • Read Only
    • Chatter Free User
    • Chatter Moderator
  10. Custom Profiles
    • Are available in the enterprise, developer, and unlimited editions
    • They are created by system administrators by modifying an existing profile
    • There is no relationship created between cloned profiels
  11. Can standard fields be deleted?
    No, they cannot be deleted but they can be removed from a page layout.
  12. Can standard fields be re-named?
    Yes, but in the setup they will be shown as their standard name.
  13. Who has the ability to edit a Chatter profile?
    Only an individaul user can edit their chatter profile
  14. Describe the Chatter Home Page
    Everyone can see what you post here and it displays posts from everyone that you are following. (Think of it like being cc on an email)
  15. Describe the Chatter Profile Page
    Everyone can see what you post here. It only displays posts directed to you. (Think of it like being in the TO line of an email)
  16. Only users with access rights can view or post here.
    Record Page
  17. Describe good chatter etiquette.
    Must be a valuable contribution. This is a business tool so keep conversations business related. Don't post anything that you would not want your CEO, HR Rep, or a Judge to see.
  18. What are the 4 Basic Best Practices of Chatter?
    • 1. Update your profile
    • 2. Start following records important to you
    • 3. Start following peope
    • 4. Check your chatter email settings
  19. How can you change your chatter email settings?
    Navigate to Your Name>Setup>My Chatter Settings > My Chatter Email
  20. Describe Chatter.
    Chatter brings the functionality of the social network to your workload.

    Follow people and records to view information important to you.

    Create posts so that other can comment fostering collaboration and communication.
  21. What is a user profile?
    Is a collection of settings and permissions.

    It does NOT override the organization's sharing model

    Determines which tasks users can perform, what data they see and what they can do with that data
  22. Can field level help be created for standard fields?
    Yes
  23. Can you set a default value for a custom field?
    Yes
  24. What should a system administrator use to disable access to a custom application for a group of users?

    1. Profiles

    2. Sharing rules

    3. Web tabs

    4. Page layouts

    A. Profiles
  25. What should a system administrator consider before importing a set of records into Salesforce?

    1. The import file should include a record owner for each record.

    2. Currency field values will default to the personal currency of the record owner.

    3. Data should be de-duplicated in the import file prior to import.

    4. Validation rules are not triggered when importing data using the import wizard.

    • 1. The import file should include a record owner for each record.
    • 3. Data should be de-duplicated in the import file prior to import.
  26. What should a system administrator use to disable access to a custom application for a group of users?
    A. Profiles
    B. Web tabs
    C. Page layouts
    D. Sharing rules
    A. Profiles
    (this multiple choice question has been scrambled)
  27. Universal Containers needs to track the manufacturer and model for specific car companies. How can the system administrator ensure that the manufacturer selected influences the values available for the model?
    A. Create the manufacturer field as a dependent picklist and the model as a controlling picklist.
    B. Create a lookup field from the manufacturer object to the model object.
    C. Create the manufacturer field as a controlling picklist and the model as a dependent picklist.
    D. Create a multi-select picklist field that includes both manufacturers and models.
    C. Create the manufacturer field as a controlling picklist and the model as a dependent picklist
    (this multiple choice question has been scrambled)
  28. Sales representatives at Universal Containers need assistance from product managers when selling certain products. Product managers do not have access to opportunities, but need to gain access when they are assisting with a specific deal. How can a system administrator accomplish this?
    A. Enable account teams and allow users to add the product manager.
    B. Use similar opportunities to show opportunities related to the product manager.
    C. Notify the product manager using opportunity update reminders.
    D. Enable sales teams and allow users to add the product manager.
    D. Enable sales teams and allow users to add the product manager.
    (this multiple choice question has been scrambled)
  29. What should a system administrator consider before importing a set of records into Salesforce? (There are two correct answers.)
    A. The import file should include a record owner for each record.
    B. Currency field values will default to the personal currency of the record owner.
    C. Data should be de-duplicated in the import file prior to import.
    D. Validation rules are not triggered when importing data using the import wizard.
    • A. The import file should include a record owner for each record.
    • C. Data should be de-duplicated in the import file prior to import.
  30. Which statement about custom summary formulas in reports is true? (There are
    two correct answers.)

    A. Reports can be grouped by a custom summary formula result.
    B. Custom summary formulas can reference a formula field within a report.
    C. Custom summary formulas can reference another custom summary formula.
    D. Custom summary formulas can be used in a report built from a custom report type.
    • B. Custom summary formulas can reference a formula field within a report
    • D. Custom summary formulas can be used in a report built custom report type
  31. What are the standard profiles?
    • System Administrator
    • Standard User
    • Solution Manager
    • Marketing User
    • Contract Manager
    • Read Only
    • Chatter Free User
    • Chatter Moderator
  32. Who has the permission to edit a Chatter profile?
    Only an individual user
  33. Give good examples of Chatter etiquettes
    • Direct users to a subject matter
    • Ask questions to gain vertical expertise
  34. What is a page layout
    • Controls the display of detail and edit pages
    • Controls page selection customizations
    • Allows you to set field prperties
    • Can be unique for a specific business scenario
    • Can be assigned to a specific profile
  35. What is field level security?
    • Defines user access to view and edit fields in salesforce
    • Helps enable security
    • Helps to ensure that users view relevant data
  36. How/Where can you define field access settings?
    By using field level security and through the page layouts. You cannot use field level security to make a field required, you must use the page layout
  37. How do you make a field required?
    Through the page layout.
  38. What should you do if a user is having problems viewing a field?
    There are field accessibility tools that are available if you run into problems with field security.
  39. What are the 3 field level security options?
    • 1. Visible - Will make the field visible and read/write
    • 2. Hidden - (uncheck the visible box)
    • 3. Read Only - Field will be visible, but read only
  40. Organization wide defaults
    • Baseline level of access to data records for all users
    • Default settings do not include the records owned by a user or inherited via role heirarchy
    • Org-wide defaults are used to restrict data access
    • Users level of access will bever be more restricted than the options selected in the orgwide defaults
    • Custom Objects - will need to be defined seperately
  41. Will the level of a user ever be more restrictive than the organization-wide defaults?
    No - the user's level of access to records will never be more restrictive than the options chosen in the organization wide defaults - they are a minimum level of access for all users
  42. What is a role?
    • A role is used to grant access to records at the user level
    • Define the level of visibility that user's have into your organizations adata
    • Each user is associated to a role so that their data is visible in reports and forecasts
    • 500 roles can be created
    • It is not necessary to create a role for each title in your organization. Instead, create a role heirarchy to control access of information.
  43. Sharing Rules
    Sharing rules are set on an bject by object basis.
  44. What is another name for a System Administrator?
    Super User
  45. Standard Profile: System Administrator
    "Super User" can customize and administrator the application
  46. Standard Profile: Standard User
    Can view, edit and delete their own records
  47. Standard Profile: Solution Manager
    Can view, edit and delete their own records AND can manage published solutions and can manage solution categories
  48. Standard Profile: Marketing User
    Can view, edit and delete their own records AND can import leads for the organization
  49. Standard Profile: Contract Manager
    Can view, edit and delete their own records AND approve, activate and delete contracts
  50. Standard Profile: Read Only
    Can only view records
  51. To enforce data security shoukld you used field level security or create multiple page layouts?
    Use field level security
  52. Can field level security be used to make a field required?
    No - this is done on the page layout
  53. If you hide a field using field level security does it also hide that field from list views, search results and reports?
    Yes
  54. True or False - Field access settings can be defined using both field-level seurity and page layouts.
    • True - however the most restrictive field access setting of the 2 will always apply.
    • For example, if a field is required on the page layout, but read only in the field level security settings the field will be read only.
  55. How many fields (columns) can be displayed on a customizable related list?
    Up to 10
  56. True or False - A checkbox can be a controlling field in a field dependency?
    True
  57. True or False - You can use a custom lookup field to create a relationship between an opportunity and a contact?
    True
  58. What are the three building blocks of security and access?
    • Organization wide defaults
    • Role Hiearchy
    • Sharing
  59. How many roles can you create for your organization?
    500
  60. Organization-wide defaults
    • Private - no searching and no reporting
    • Read Only - search for records, report on records add realated records
    • Read/Write - Read only + edit details of records
    • Read/Write/Transfer - Read/Write + change ownership of record and delete record
  61. Workflow Components
    • 1. Workflow Rules - trigger criteria for performing various workflow actions
    • 2. Workflow Actions -
    • -Field Update - actions that updates the value of a field acutomatically
    • -Tasks - action that assigns a task to a targeted usedr
    • - Email Alerts - action that sends email to targeted recipients
    • -Outbound messages - action that sends a secure configurable API message to a desiginated recipient
  62. Data Migration Tools
    • Import Wizards - can import accounts, contacts, leads, users, solutions and custom objects. Can NOT import opportunities or cases using a wizard
    • AppExchange API - Appexchange data loader, partner tools, custom tools and open source tools.

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