SALESFORCE ADMIN COMPREHENSIVE
QUESTIONS AND ANSWERS SET A+
✔✔Changing Ownership for Portal Accountszzzz - ✔✔To transfer a Partner account,
you must have the "Manage Users" or "Manage External Users" permission.
If you are the owner of a Customer Portal account and want to transfer the account, you
can transfer the account to any user in your same role without the need for special
permission. You cannot transfer a Customer Portal account to a user with a higher or
lower role.
Partner accounts can only be transferred to users with the "Manage External Users"
permission.
To transfer a Portal account with both Customer and Partner Portal users, you must
have the "Manage Users" permission.
You cannot assign an account with Customer Portal users to an owner who is a partner
user.
✔✔What type of record access can an Administrator grant through sharing rules? -
✔✔Read Only
Read/Write
✔✔Review Currency and multiple currency - ✔✔
✔✔Who can cases be assigned to when case assignment rules are being set up? -
✔✔Partner Portal User
Queue
Internal Salesforce User
✔✔What should be used to control a user's ability to view a dashboard? -
✔✔Dashboard folder access
Source Report folder access?
Dashboard properties
✔✔How many can be enabled for tracking on a custom object - ✔✔20
, ✔✔Number of customer formula fields per report - ✔✔5
✔✔Limits - ✔✔3 filters per dashboards
Up to 10 dynamic dashboards
25 roll up summary fields
5 customer formula fields per report
20 fields enabled for tracking on a custom object.
✔✔Import Wizard - ✔✔Calcus:
.Contacts
.Accounts
.Leads
.Customer Objects
.Solutions
You are loading less than 50,000 records.
✔✔Data Loader - ✔✔You need to load 50,000 to 5,000,000 records. Data Loader is
supported for loads of up to 5 million records. If you need to load more than 5 million
records, we recommend you work with a Salesforce partner or visit the App Exchange
for a suitable partner product.
You need to load into an object that is not yet supported by the import wizards.
You want to schedule regular data loads, such as nightly imports.
You want to export your data for backup purposes.
✔✔Salesforce processes any rules in the following order - ✔✔1. Validation Rules
2. Assignment Rules
3. Auto-Response Rules
4. Workflow rules (with immediate actions)
5. Escalation Rules
✔✔✔✔Apex triggers - ✔✔Apex triggers enable you to perform custom actions before or
after events to records in Salesforce, such as insertions, updates, or deletions.
Use triggers to perform tasks that can't be done by using the point-and-click tools
(declarative) in the Salesforce user interface.
There are two types of triggers.
.Before triggers are used to update or validate record values before they're saved to the
database.
.After triggers are used to access field values that are set by the system (such as a
record's Id or LastModifiedDate field), and to effect changes in other records. The
records that fire the after trigger are read-only.
QUESTIONS AND ANSWERS SET A+
✔✔Changing Ownership for Portal Accountszzzz - ✔✔To transfer a Partner account,
you must have the "Manage Users" or "Manage External Users" permission.
If you are the owner of a Customer Portal account and want to transfer the account, you
can transfer the account to any user in your same role without the need for special
permission. You cannot transfer a Customer Portal account to a user with a higher or
lower role.
Partner accounts can only be transferred to users with the "Manage External Users"
permission.
To transfer a Portal account with both Customer and Partner Portal users, you must
have the "Manage Users" permission.
You cannot assign an account with Customer Portal users to an owner who is a partner
user.
✔✔What type of record access can an Administrator grant through sharing rules? -
✔✔Read Only
Read/Write
✔✔Review Currency and multiple currency - ✔✔
✔✔Who can cases be assigned to when case assignment rules are being set up? -
✔✔Partner Portal User
Queue
Internal Salesforce User
✔✔What should be used to control a user's ability to view a dashboard? -
✔✔Dashboard folder access
Source Report folder access?
Dashboard properties
✔✔How many can be enabled for tracking on a custom object - ✔✔20
, ✔✔Number of customer formula fields per report - ✔✔5
✔✔Limits - ✔✔3 filters per dashboards
Up to 10 dynamic dashboards
25 roll up summary fields
5 customer formula fields per report
20 fields enabled for tracking on a custom object.
✔✔Import Wizard - ✔✔Calcus:
.Contacts
.Accounts
.Leads
.Customer Objects
.Solutions
You are loading less than 50,000 records.
✔✔Data Loader - ✔✔You need to load 50,000 to 5,000,000 records. Data Loader is
supported for loads of up to 5 million records. If you need to load more than 5 million
records, we recommend you work with a Salesforce partner or visit the App Exchange
for a suitable partner product.
You need to load into an object that is not yet supported by the import wizards.
You want to schedule regular data loads, such as nightly imports.
You want to export your data for backup purposes.
✔✔Salesforce processes any rules in the following order - ✔✔1. Validation Rules
2. Assignment Rules
3. Auto-Response Rules
4. Workflow rules (with immediate actions)
5. Escalation Rules
✔✔✔✔Apex triggers - ✔✔Apex triggers enable you to perform custom actions before or
after events to records in Salesforce, such as insertions, updates, or deletions.
Use triggers to perform tasks that can't be done by using the point-and-click tools
(declarative) in the Salesforce user interface.
There are two types of triggers.
.Before triggers are used to update or validate record values before they're saved to the
database.
.After triggers are used to access field values that are set by the system (such as a
record's Id or LastModifiedDate field), and to effect changes in other records. The
records that fire the after trigger are read-only.
