Salesforce Admin Certification QSTNS AND ANSWRS ALL SOLUTION 2025 GUARANTEED GRADE A+

Salesforce Admin Certification QSTNS AND ANSWRS ALL SOLUTION 2025 GUARANTEED GRADE A+ What is the maximum file size using the standard interface? 2gb Queues can be created on what type of objects? Cases, leads, orders, custom objects, service contracts, & knowledge article versions What is the difference b/w formula & lookup fields in regards to pulling related data? formula fields can pull data from parent records and display on a child record, whereas roll up summary fields collect values from child records and display them on a parent What components can be selected to display in a Home Page Layout? Items to Approve, Tasks, Calendar, and Dashboard Snapshot How does Time-Based Workflow impact my existing records? Workflow rules are not triggered retroactively. If you create a rule now, the rules are not applied to previously created records. Are there any restrictions for Time-Based Workflow? Yes, it's not possible to configure a time-dependent workflow action that's set to evaluate criteria "Every time a record is created or edited." What "mass" options are available under data management? transfer/delete rececords, transfer approval requests, reassign opportunitiy teams, update addresses What objects can Data Import Wizard import? accounts, contacts, leads, solutions & custom objects. NOT cases To help prevent duplicates, Salesforce provides Standard Matching Rules for which objects? (select 3) accounts, leads, contacts True or False: A Lookup Relationship cannot be established between an object and itself, such as a Lookup Field to Contact on the Contact object. Lookup fields link two objects together. You can link an object with itself (there is an exception to this - you cannot add a Lookup field to User on the User object, but will have to instead use a Hierarchical field for that scenario) What does Similar Opportunities do? This feature allows users to find Closed/Won opportunities that match the attributes of an opportunity they're currently working on, so they can quickly access information that might help them close their open deals. Which statement is true regarding Record Types? Users can view records assigned to any record type. As a result, a page layout is assigned to every record type on a user's profile. A record type assignment on a user's profile or permission set doesn't determine whether a user can view a record with that record type. The record type assignment simply specifies that the user can use that record type when creating or editing a record. Page layout assignments are specified in profiles only—they're not available in permission sets. (T/F) When a permission set specifies a custom record type, users with that permission set get the page layout assignment that's specified for that record type in their profile. (In profiles, page layout assignments are specified for every record type, even when record types aren't assigned.) True or False: The Home tab can be customized to display open tasks. True; Calendar views display your own calendar and coworkers' calendars along with list views of open tasks. On the Home tab, the Calendar section shows upcoming events, a date picker for the month, and links to other calendar and activity views. You can share your calendar with coworkers and print calendars and task lists. What components can be customized on the Home Page Layout? items to approve, tasks, paused flow interviews, calendar, dashboard snapshot || create new, messages & alerts, tags, recent items, custom links What is a reporting snapshot? "Reporting snapshots allow users to run reports and save the report results as records on custom objects. Unlike reports, users can schedule reporting snapshots to summarize data at specific times, and work with the summarized data similarly to how they work with other records in Salesforce. The benefits of using reporting snapshots include: Running faster reports by reporting on data that is already summarized Creating dashboards that refresh quickly by associating them with pre-summarized data Sorting and filtering specific data summaries via list views Viewing trends in data via custom object records" What type of field is read only that displays the sum, min, or max value of a field in a related list or the record count of all records listed in a related list? roll up summary What 4 items display in Open Activities/History? call, tasks, emails, events When creating a Lookup field that is not required, what are the three valid behavior options you can specify if the lookup record is deleted? (select 3) delete this record also, clear the value of this field, don't allow deletion of the lookup record that's part of a lookup relationship Which user is listed in the Case History related list when automated case actions occur in Salesforce, such as assignment rules, escalation rules, created via web-to-case, etc? automated case user When you use Salesforce for Outlook, Lightning Sync, or Email to Salesforce to sync items or add emails from your email app to Salesforce, any items that these features can't automatically assign to Salesforce records appear in My Unresolved Items. Which of the following types of items will appear in the My Unresolved Items list? (select 4) tasks, contacts, emails, events When mass-transfering accounts, what other related records are also transferred at the same time? (select 4) "Contacts (on business accounts only), attachments, notes, open activities, open opportunities owned by the current account owner optionally -> closed opportunities and open opportunities owned by other users transfer open and closed cases that were owned by the account owner. " What advantages does Knowledge have over Solutions? "both -> integration with customer service flow, association with cases, WYSIWYG editor, FLS, authoring workflow, multi-lingual support knowledge -> multi-dimensions article categorization, audience specific targeting, multiple article types, synonyms, article previews by channel, granular publishing controls, chatter feeds on articles, email articles as PDF, statistics/rating/query analysis" True or False: A single opportunity may contain products from two different Price Books False; you must select a single PB to use for an opportunity A Metric Dashboard Component is defined as which of the following? A Metric Dashboard Component displays the grand total from a report, along with a label that you enter. The first option is a table. Gauges are represented as a fuel-tank type of scale. Which Dashboard Components can display multiple groupings? (select 3) donut, funnel, pie In a private sharing model, will a manager be able to edit account records by a user below them in the role hierarchy? Yes, access is grated by default for standard objects and cannot be changed What are valid reasons for modifying an Account search layout? (fof-1) Search Layouts can be used to control the fields displayed as a result of a search, fields displayed in a lookuup dialog, and recently viewed records list How could an admin be able to see how many remaining licenses are available? company profiles, system overview What do you need to be able to create new campaigns? permission on the profile to create campaign objects and marketing user checked on user record What permissions are needed to edit multiple records at a time? mass edit for lists permission, enable inline editing & enhanced lists An open task has been created related to a contact. Where will this task be visible? in the open activities related list of the contact & of the account related to the contact, in the my activities list for the person assigned the task Tasks can be created in the following areas of SF except? chatter, home activity history related list, but NOT search window How can an admin manage users using the SFA app? reset passwords, edit user details & deactivate users (can't change system permissions or create objects) What happens when importing a record with a picklist value that doesn't exist in SF? if not restricted, the record will be saved, but the value will not. If the piclist is restricted, the record will not be saved Which charts can be created with a single grouping? Multiple? "single -> bar, column, line Multiple -> pie, donut, funnel, scatter" What field settings can you control in the Page Layout editor? visible, read-only, required Which statements about custom summary formulas in reports is true? 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 2 & 4 We have an expert-written solution to this problem! You can use standard reports when creating Dashboards? FALSE What is the difference b/w marketing user checkbox and marketing user profile? user checkbox lets you CRUD campaigns What report type cannot be used to create a reporting snapshot? matrix, only tabular/summary reports can be used When should you add multiple users vs adding each one individually? a single license type must be used, and then you can choose profile & role. Their email is automatically their username What 3 objects can be used to create campaign members? contacts, leads, person accounts Who appears in the Last Modified field after a workflow rule field update rule is triggered? the user that triggered the action. Workflow follows the user actions. If the user is authorized to perform the action he will be the user recorded for the automated actions done by workflow. What is true regarding universally required fields? they're automatically added to all page layouts, they can't be hidden, and they be text, number & picklists Who can a user share a view with? if they have the "manage public list views" permission, they can share it with all users, certain public groups & roles. If they don't they can only share with themselves What are types of standard validation? required fields, unique fields, data type What are cross-object workflows? When are they possible? an action where a change to a detail record updates a field on the related master record. Cross-object field updates work for all custom to custom, some custom to standard, and a few standard to standard (case comment -> case, opp product -> opp, opp -> account) What feature lets an opp team share a total sale? opp collaboration Who can CRUD a knowledge article? any user license and read articles, but a knowledge user license & manage articles permission is required to CRUD What can be triggered in the final approval process? same as workflow rule, email alert, task notification, field updates, outbound messages What is true about SF communities? - SF communities replace portals and existing portals are (a) unaffected (b) automatically upgraded. - new customers can choose either communities or portals. - the admin can use SF permissions to control who has access to what data unaffected, 3 What fields types can not be added to a custom report? product schedule, history, person account, age on cases & opportunities When defining a record type, what can be configured for different types of records? picklist values, page layouts, paths How can you automatically select a specific record type? default record in profile, record type preference in user settings What happens if a case does not meet any assignment rule criteria? it goes to the default case owner Where can requested be approved/rejected? via email, salesforce app, chatter (not sales/service console) How is ROI % caluclated? amount of won opps minus actual cost / actual cost How would you delete an account and its 15 related contacts? delete the account and the contacts will be deleted automatically. Although it's a lookup, Accounts & contacts have its own behaviors. Related opps, contracts, activities, notes, & attachments are also deleted In an approval process, the approval is assigned to a queue. If all members of the queue need to be notified of the pending approval, what needs to be configured? configure the queue to send email to queue members. When the assigned approver is a queue, approval requests emails are sent to the queue email address. If the queue is set up to send email to members, approval requests emails are also sent to queue members, unless their approval user preferences are set to never receive approval request emails. If an email template is not specified, an email using a standard template is sent. What is the SF process? validation rules, assignment rules, auto response, workflow, escalation How would you upload a file to a new Content Library, but not have it visible to anybody else until later? add the file, but don't add any members. You have to be a member to access a file in a library, and permissions are set when members are added Which are the following are true regarding Knowledge Sidebar? 1) it only appears if enabled 2) only articles within the last 30 days appear 3) articles appear based on matching words in the case description. 4) articles appear automatically based on the case subject. 5) articles appear once a user clicks search 1,2,4 Users have complained that the 'Recent' view of a new custom object does not match the 'All List View' that was created. How can you fix this? modify the Search Layout for the object. It lets you modify the fields displayed in the Recent view of an object's homepage Who can access Private Events? the user that created the event & any user with the "View All Data" permission How can you track a requested return order? create a reduction order and add one product with the original quantity. Reduction orders must be enabled in order settings in setup Which ID can you use to update data when using Data Loader? either 15 (case sensitive) or 18 character (case safe version) SF ID In what situations would you freeze a user instead of deactivating them? the user is a default owner of leads/cases, or if the user is part of custom hierarchy fields (user is a custom heirarchal relationship of another user) Two profiles require different tabs at the top of the home page. How can this be achieved? create two custom apps with different tabs and apply one to each to the different profiles. Each profile can have a default app assigned to it that displays when the user logs in. Home page layouts can be assigned by profile, but do not affect the tab layout. What action is possible with Workflow that isn't with Process Builder? send an outbound message Mark is the Finance Director at Global Insurance. Global Insurance is the account on his contact record. He is also a Director at Fintech. How would this be represented in SF, if the contacts to multiple accounts feature is enabled? Mark would be a direct contact to Global as it is the account on his contact record. He would be an indirect contact to Fintech, but it is not his contact record in SF What does Hide Record Information setting do? on web-to-case auto reponse email notifications can be used to hide data entered by customers when case creation fails A user wants to collaborate and discuss a record as a team with a group of other users. How can an admin enable this most efficiently? create a group for the set of users and allow the ability to add record to chatter groups by enabling the allow records in group settings. How can you quickly add people to opportunity teams? if defined, a default opportunity team can be added with one click & john can set up a default opp team in his personal settings What is the News feature? What objects is it available one? provides account related news from US sources; available on accounts, contacts, & leads How can you test out Chatter with on department first? Enable Profile Based Rollout for Chatter & disable any custom profiles that should not have access to Chatter What are some implications of using External Email Services option in SF? if an external email service is used, emails look like they were sent from user's personal accounts, and users can see emails that were sent in their mail folder && lightning experience needs to be enabled Which statement is true regarding Opportunity Teams in Lightning Experience? (a) you can't make default teams in lightning, only in classic. (b) default teams are defined in profiles. © the opportunity owner or someone above the owner in the role hierarchy can add a team. (d) only admins can create teams/add members c Which of the following are limitations of synchronizing items between SF & Outlook using SF Lightning for Outlook? (a) syncing events cannot be done in both systems automatically (b) private events cant be synced ©synching contacts cannot be deleted in one action. (d) recurring events cannot be synced c & d How can an admin log in as a user? admin can log in as any user' setting in login access policies page (not admin profile) What happens creating a maching rule on the Contacts object to detect duplicates? nothing will happen unless a duplicate rule is defined that uses matching criteria && duplicate contacts will be blocked/allowed based on the setting How do you register individuals in a community without linking them to an account? enable person accounts & leave the account field blank What are two capabilities of the 'create calendar from SF object' feature? can be created from any object & calendars can be customized fby applying a list view What determines how a file that is attached to a record is shared? access is determined by the sharing settings of the file; settings can be chose from 'viewer', collaborator, & set by record A user wants to share files from an external source with other users. How can this be done? Set up Files Connect to access external files and share through the chatter feed. The customer service manager would like to be notificed daily via email if the number of open cases is greater than 100. What's the best way to do this? ask the manager to subscribe to an open case report. You can't use a workflow action because the criteria is an aggregate number. What are some important features of Chatter? Chatter Feed Tracking provides real-time notification of changes to a particular object, Profile allows a user to share important information about themselves, users can choose to follow individual records Users sshould be able to create/edit tasks but not delete them. What can be done to accomplish this? Create a trigger on Tasks to prevent deletion. There is no 'Delete Activities' permission What are some features of adding files to Chatter Groups? records cannot be added to groups with customers, only certain standard object record can be added (the setting 'allow in chatter groups' on custom objects dictates if it can be added), any number of records can be added What can an admin restrict related to users attaching files in a Chatter feed/comment? restrict users from selecting files from SF in profile permission controls How can you create a report on feeds on certain objects? create a custom report based on a custom report type (create a custom report type with the object's feed as the secondary object) What is freeze sharing of a file? freeze sharing of a file prevents its from being shared with any additional users, but does not affect existing sharing. Use the 'prevent others from sharing & unsharing' to freeze. Sharing can still be done by the owner & admin (if they have collaborator access to the file) What capabilities of the 'create calendar from SF object' feature? can be made from any object, calendars can be customized by applying a list view What are features of SF Files? files can be shared in Chatter with a content Library, can be shared from a Private library with Chatter, a file can be synched in a folder in the SF files directory What is true regarding the ability to format Chatter posts with rich text? rich text is a Chatter setting which can be enabled or disabled, can be composed in SF classic or Lightning, can be added to text posts, questions and posts with links/file attachments (not on Polls) What is true regarding editing Feed posts & Comments admins can edit any posts, users can edit their own feed posts is enabled by default CONTINUED...