Salesforce Admin 201 practice review
Questions and Answers 100% Solved
What information is contained in the company profile?
(Getting Your Organization Ready for Users) - answer-The unique Org ID
-# and types of licenses available
-default locale and language settings
-corporate currency
What do a user's locale settings determine?
(Getting Your Organization Ready for Users) - answer-Date format
-Number format (comma or period separators)
- name order (first name first/last name last or last name first/first name last)
List the three levels where currency appears?
(Getting Your Organization Ready for Users) - answer-Company profile (corporate)
-User record (personal)
-record
Why might you choose not to use a standard fiscal year?
(Getting Your Organization Ready for Users) - answerIf your company's fiscal year does
not follow the Gregorian calendar.
What are the main considerations when using custom fiscal years?
(Getting Your Organization Ready for Users) - answer-Once you enable custom fiscal
years, you cannot disable it.
-Forecasting cannot be used with custom fiscal years unless you have customizable
forecasting enabled.
-Enabling or defining custom fiscal years impacts your forecasts, reports, and quotas.
What is the main benefit of tracking tasks, events, and email in Salesforce?
(Getting Your Organization Ready for Users) - answerIf tasks, events and emails are
entered into Salesforce they can be reported on and analyzed.
What are the benefits of creating a list view?
,(Getting Your Organization Ready for Users) - answerList views are saved for future
use.
-You can filter on specific fields.
-You can print list views.
-You can mass edit records in list views
-You can follow records in a list view and view related Chatter.
Can the Chatter defaults be changed? If yes, how?
(Getting Your Organization Ready for Users) - answerYes. These can be edited under
Setup | Customize | Chatter.
What is the difference between settings and permissions on a profile? List some of
them.
(Setting Up and Managing Users) - answer-Settings determine what users can see in
the user interface, for example, apps, tabs, record types, page layouts, and fields.
-Permissions determine what users can do with the data they have access to, for
example, customize app, run reports, mass email, create leads, edit opportunities.
What do object permissions control?
(Setting Up and Managing Users) - answerThe kind of records (object) users can
create, read, edit, or delete (CRED)
What information is contained in a user record?
(Setting Up and Managing Users) - answer-Personal information, such as name and
contact details
-Security and access information, such as username, profile, role
-Login history
-Locale information, such as time zone, locale, language, and currency
How could you quickly create multiple users?
(Setting Up and Managing Users) - answerBy clicking the Add Multiple Users button
under Manage Users in Setup
Does enabling Chatter Invitations require additional CRM licenses?
(Setting Up and Managing Users) - answerNo, it uses no CRM licenses. 5,000 Chatter
Free licenses that come with each org.
One of your users receives an error message when they try to log in. Where could you
look to troubleshoot the issue?
,(Setting Up and Managing Users) - answerThe Login History related list on the user
record
DEFINE EACH PROFILE:
Read-Only
Can only view records
Standard User-
Can view and edit records they can access and delete their own records
Marketing User-
Standard User Permissions + can import leads for the organization
Solution Manager-
Standard User Permissions + can manage published solutions
Contract Manager-
Standard User Permissions + can edit, approve, activate and delete contracts
System Administrator-
"Super User" - Can customize and administer the application
(Setting Up and Managing Users) - answer..DEFINE EACH PROFILE:
Read-Only
Can only view records
Standard User-
Can view and edit records they can access and delete their own records
Marketing User-
Standard User Permissions + can import leads for the organization
Solution Manager-
Standard User Permissions + can manage published solutions
Contract Manager-
Standard User Permissions + can edit, approve, activate and delete contracts
System Administrator-
"Super User" - Can customize and administer the application
(Setting Up and Managing Users).
How can you restrict login access to an organization?
, (Security and Data Access) - answerYou can restrict access to an organization by
specifying login hours or login IP ranges on user profiles.
What do organization-wide defaults control?
(Security and Data Access) - answerThe default level of access users have to records
they do not own, in each object
What does the role hierarchy control?
(Security and Data Access) - answer-The role hierarchy over-rides the organization-
wide defaults.
-Users in higher roles inherit the special ownership privileges on all records owned by
users in roles below them.
-The role hierarchy appears at the top of opportunity reports, allowing users to drill down
to data at different levels of the hierarchy.
How does a role differ from a profile?
(Security and Data Access) - answer-A role determines what individual records users
have access to or see.
-A profile determines what users can do with records they have access to, for example,
view or edit.
Why are sharing rules used?
(Security and Data Access) - answerTo grant additional record access to groups of
users on an object-by-object basis, allowing you to create exceptions to the
organization-wide defaults
When would you choose to build a public group?
(Security and Data Access) - answerTo simplify the creation of sharing rules when more
than one sharing rule is required
Who can manually share records?
(Security and Data Access) - answer-The record owner -Users above the record owner
in the role hierarchy -Administrators
Where can you configure field-level security?
(Security and Data Access) - answerYou can configure field-level security when you:
-create a new custom field
-when you edit an existing field in Setup
Questions and Answers 100% Solved
What information is contained in the company profile?
(Getting Your Organization Ready for Users) - answer-The unique Org ID
-# and types of licenses available
-default locale and language settings
-corporate currency
What do a user's locale settings determine?
(Getting Your Organization Ready for Users) - answer-Date format
-Number format (comma or period separators)
- name order (first name first/last name last or last name first/first name last)
List the three levels where currency appears?
(Getting Your Organization Ready for Users) - answer-Company profile (corporate)
-User record (personal)
-record
Why might you choose not to use a standard fiscal year?
(Getting Your Organization Ready for Users) - answerIf your company's fiscal year does
not follow the Gregorian calendar.
What are the main considerations when using custom fiscal years?
(Getting Your Organization Ready for Users) - answer-Once you enable custom fiscal
years, you cannot disable it.
-Forecasting cannot be used with custom fiscal years unless you have customizable
forecasting enabled.
-Enabling or defining custom fiscal years impacts your forecasts, reports, and quotas.
What is the main benefit of tracking tasks, events, and email in Salesforce?
(Getting Your Organization Ready for Users) - answerIf tasks, events and emails are
entered into Salesforce they can be reported on and analyzed.
What are the benefits of creating a list view?
,(Getting Your Organization Ready for Users) - answerList views are saved for future
use.
-You can filter on specific fields.
-You can print list views.
-You can mass edit records in list views
-You can follow records in a list view and view related Chatter.
Can the Chatter defaults be changed? If yes, how?
(Getting Your Organization Ready for Users) - answerYes. These can be edited under
Setup | Customize | Chatter.
What is the difference between settings and permissions on a profile? List some of
them.
(Setting Up and Managing Users) - answer-Settings determine what users can see in
the user interface, for example, apps, tabs, record types, page layouts, and fields.
-Permissions determine what users can do with the data they have access to, for
example, customize app, run reports, mass email, create leads, edit opportunities.
What do object permissions control?
(Setting Up and Managing Users) - answerThe kind of records (object) users can
create, read, edit, or delete (CRED)
What information is contained in a user record?
(Setting Up and Managing Users) - answer-Personal information, such as name and
contact details
-Security and access information, such as username, profile, role
-Login history
-Locale information, such as time zone, locale, language, and currency
How could you quickly create multiple users?
(Setting Up and Managing Users) - answerBy clicking the Add Multiple Users button
under Manage Users in Setup
Does enabling Chatter Invitations require additional CRM licenses?
(Setting Up and Managing Users) - answerNo, it uses no CRM licenses. 5,000 Chatter
Free licenses that come with each org.
One of your users receives an error message when they try to log in. Where could you
look to troubleshoot the issue?
,(Setting Up and Managing Users) - answerThe Login History related list on the user
record
DEFINE EACH PROFILE:
Read-Only
Can only view records
Standard User-
Can view and edit records they can access and delete their own records
Marketing User-
Standard User Permissions + can import leads for the organization
Solution Manager-
Standard User Permissions + can manage published solutions
Contract Manager-
Standard User Permissions + can edit, approve, activate and delete contracts
System Administrator-
"Super User" - Can customize and administer the application
(Setting Up and Managing Users) - answer..DEFINE EACH PROFILE:
Read-Only
Can only view records
Standard User-
Can view and edit records they can access and delete their own records
Marketing User-
Standard User Permissions + can import leads for the organization
Solution Manager-
Standard User Permissions + can manage published solutions
Contract Manager-
Standard User Permissions + can edit, approve, activate and delete contracts
System Administrator-
"Super User" - Can customize and administer the application
(Setting Up and Managing Users).
How can you restrict login access to an organization?
, (Security and Data Access) - answerYou can restrict access to an organization by
specifying login hours or login IP ranges on user profiles.
What do organization-wide defaults control?
(Security and Data Access) - answerThe default level of access users have to records
they do not own, in each object
What does the role hierarchy control?
(Security and Data Access) - answer-The role hierarchy over-rides the organization-
wide defaults.
-Users in higher roles inherit the special ownership privileges on all records owned by
users in roles below them.
-The role hierarchy appears at the top of opportunity reports, allowing users to drill down
to data at different levels of the hierarchy.
How does a role differ from a profile?
(Security and Data Access) - answer-A role determines what individual records users
have access to or see.
-A profile determines what users can do with records they have access to, for example,
view or edit.
Why are sharing rules used?
(Security and Data Access) - answerTo grant additional record access to groups of
users on an object-by-object basis, allowing you to create exceptions to the
organization-wide defaults
When would you choose to build a public group?
(Security and Data Access) - answerTo simplify the creation of sharing rules when more
than one sharing rule is required
Who can manually share records?
(Security and Data Access) - answer-The record owner -Users above the record owner
in the role hierarchy -Administrators
Where can you configure field-level security?
(Security and Data Access) - answerYou can configure field-level security when you:
-create a new custom field
-when you edit an existing field in Setup
