SFDC Admin 201 Cert– h h h
Questions With Complete Solutions
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How do you access your user profile in Chatter? Right Ans -
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Click on your name anywhere on the chatter homepage or feed
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How do you update your photo in Chatter?
h h h h h h h hhhhhhh Right Ans - chatter profile >
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hover over your photo >
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click on the "Add Photo" link
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Once uploaded,
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select the part that will appear as the thumbnail on posts.
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Why would you want to update the "About Me" section of your profile? What s
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hould type of info should be included here? Right Ans - To update your...
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education
skills
experience
mission
personal notes h
If you want to modify your email notifications for Chatter, where do you go to d
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o this? Right Ans - My Chatter Settings >Chatter Email Settings
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What is an "app"?
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What is a "tab"?h h h
What is the difference between the two? Right Ans -
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tabs = object(s) & associated functions in Salesforce.
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apps = groups of tabs.
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Salesforce groups tabs together into Apps. Users can select which app they wa
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nt to view from the Force.com App Menu.
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What is a SF object?
h h h h hhhhhhh Right Ans - object = table of data
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They contain records (and are similar to spreadsheets)
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,rows = records h h h
Columns = fields h h
Where can users view the details of an account record?
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account record detail page.
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List the 7 standard objects in Salesforce.
h h h h h h hhhhhhh Right Ans - 1. Accounts
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2. Contacts
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3. Opportunities
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4. Casesh
5. Solutions
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6. Campaigns
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7. Leadsh
How does Salesforce define an Account? Right Ans - -
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An organization that you need to track (AKA Customers)
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How does Salesforce define a Contact? Right Ans - -
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Individuals associated with an account.
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How does Salesforce define an Opportunity?
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Potential sales associated with an account.
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They make up your pipeline and forecasts
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- Associated with Contacts
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How does Salesforce define a Case?
h h h h h hhhhhhh Right Ans - Describes
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customer feedback h
problems
questions
- Associated with Accounts & Contacts
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- Used to resolve issues
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How does Salesforce define a Solution? Right Ans - -
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hDescriptions of customer issues and solutions h h h h h
(Associated with Cases) h h
,How does Salesforce define a Campaign? Right Ans - -
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Marketing projects you want to plan, manage, & track
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They have Related h h
Leads
Contacts
Opportunities
How does Salesforce define a Lead? Right Ans -
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Leads = people who may be interested in buying products/services and/or re
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present potential opps h h
Can be h h
- attached to more than one opp
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- Associated with Campaigns
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They are Converted into Accounts, Contacts, and Opportunities.
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Be default, which objects are related to the Account object?
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Contact
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Cases
Opportunities
What is a related list? Right Ans -
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they display info (on the record detail page) of other objects that are related to
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the object you are looking at.
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Where can you find parent object information (in the record detail) in a related
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list? What is this called? Right Ans -
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This lookup will take you back to the parent record if you click on it.
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What info does your homepage consist of?
h h h h h h hhhhhhh Right Ans - 1. Chatter feed
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2. Dashboards
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3. My Tasks
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4. Calendar
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Where is the Sidebar located (by default) ?
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What does it display? h h h h
, What is the max number of Recent Items you can view? Right Ans -
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Located on home page. Displays recent items. The Max # of items it will displa
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y is 10.
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By default the sidebar is on the homepage.. what other objects can the side bar
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appear on? Right Ans - It can be configured to appear on any object.
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What is a "list view?" Right Ans -
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hList views enable you to see a specific set of records (depending on how you fil
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ter) on the object h h h
List two options for navigating to a specific record in a view.
h h h h h h h h h h h hhhhhhh Right Ans - h h
1. Click on column header (to sort)
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2. Use the alphabet bar above the records
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Define what a "look-up" field is Right Ans -
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They allow users to select a record from another object during data entry.(incl
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uding the user object) h h h h
This type of field allows two records together to create a parent-
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child relationship h
In the Help & Training Portal portion of your org, what types of customization'
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s can you make to create? Right Ans - Pick your role -
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hto show gadgets that pertain to you (roles = admin, developer, end user, partn
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er, etc..) h
What do gadgets do in the Help & Training portal?
h h h h h h h h h hhhhhhh Right Ans - Gadgets -h h h h
give you quick access to specific resources.
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What is the "Company Profile" in your Salesforce org?
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What does it do? Right Ans -h h h hhhhhhh h h
ha collection of information about a company. The Company profile determines
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the behavior of the SF org for all users
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What type of info does the company profile obtain?
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Company information
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Financial information h
Support information h
Questions With Complete Solutions
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How do you access your user profile in Chatter? Right Ans -
h h h h h h h h hhhhhhh h h
Click on your name anywhere on the chatter homepage or feed
h h h h h h h h h h h
How do you update your photo in Chatter?
h h h h h h h hhhhhhh Right Ans - chatter profile >
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hover over your photo >
h h h h
click on the "Add Photo" link
h h h h h
Once uploaded,
h h
select the part that will appear as the thumbnail on posts.
h h h h h h h h h h
Why would you want to update the "About Me" section of your profile? What s
h h h h h h h h h h h h h h
hould type of info should be included here? Right Ans - To update your...
h h h h h h h hhhhhhh h h h h h h
education
skills
experience
mission
personal notes h
If you want to modify your email notifications for Chatter, where do you go to d
h h h h h h h h h h h h h h h
o this? Right Ans - My Chatter Settings >Chatter Email Settings
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What is an "app"?
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What is a "tab"?h h h
What is the difference between the two? Right Ans -
h h h h h h hhhhhhh h h
tabs = object(s) & associated functions in Salesforce.
h h h h h h h h h
apps = groups of tabs.
h h h h h
Salesforce groups tabs together into Apps. Users can select which app they wa
h h h h h h h h h h h h
nt to view from the Force.com App Menu.
h h h h h h h
What is a SF object?
h h h h hhhhhhh Right Ans - object = table of data
h h h h h h h h
They contain records (and are similar to spreadsheets)
h h h h h h h
,rows = records h h h
Columns = fields h h
Where can users view the details of an account record?
h h h h h h h h h hhhhhhh Right Ans -
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account record detail page.
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List the 7 standard objects in Salesforce.
h h h h h h hhhhhhh Right Ans - 1. Accounts
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2. Contacts
h
3. Opportunities
h
4. Casesh
5. Solutions
h
6. Campaigns
h
7. Leadsh
How does Salesforce define an Account? Right Ans - -
h h h h h hhhhhhh h h h
An organization that you need to track (AKA Customers)
h h h h h h h h h
How does Salesforce define a Contact? Right Ans - -
h h h h h hhhhhhh h h h
Individuals associated with an account.
h h h h h
How does Salesforce define an Opportunity?
h h h h h hhhhhhh Right Ans - - h h h
Potential sales associated with an account.
h h h h h h
They make up your pipeline and forecasts
h h h h h h
- Associated with Contacts
h h h
How does Salesforce define a Case?
h h h h h hhhhhhh Right Ans - Describes
h h h h
customer feedback h
problems
questions
- Associated with Accounts & Contacts
h h h h h
- Used to resolve issues
h h h h
How does Salesforce define a Solution? Right Ans - -
h h h h h hhhhhhh h h h
hDescriptions of customer issues and solutions h h h h h
(Associated with Cases) h h
,How does Salesforce define a Campaign? Right Ans - -
h h h h h hhhhhhh h h h
Marketing projects you want to plan, manage, & track
h h h h h h h h h h
They have Related h h
Leads
Contacts
Opportunities
How does Salesforce define a Lead? Right Ans -
h h h h h hhhhhhh h h
Leads = people who may be interested in buying products/services and/or re
h h h h h h h h h h h h
present potential opps h h
Can be h h
- attached to more than one opp
h h h h h h
- Associated with Campaigns
h h h
They are Converted into Accounts, Contacts, and Opportunities.
h h h h h h h
Be default, which objects are related to the Account object?
h h h h h h h h h hhhhhhh Right Ans - h h
Contact
h
Cases
Opportunities
What is a related list? Right Ans -
h h h h hhhhhhh h h
they display info (on the record detail page) of other objects that are related to
h h h h h h h h h h h h h h h
the object you are looking at.
h h h h h h
Where can you find parent object information (in the record detail) in a related
h h h h h h h h h h h h h
list? What is this called? Right Ans -
h h h h h hhhhhhh h h
This lookup will take you back to the parent record if you click on it.
h h h h h h h h h h h h h h h
What info does your homepage consist of?
h h h h h h hhhhhhh Right Ans - 1. Chatter feed
h h h h h
2. Dashboards
h
3. My Tasks
h h
4. Calendar
h
Where is the Sidebar located (by default) ?
h h h h h h h
What does it display? h h h h
, What is the max number of Recent Items you can view? Right Ans -
h h h h h h h h h h hhhhhhh h h
Located on home page. Displays recent items. The Max # of items it will displa
h h h h h h h h h h h h h h h
y is 10.
h h
By default the sidebar is on the homepage.. what other objects can the side bar
h h h h h h h h h h h h h h h
appear on? Right Ans - It can be configured to appear on any object.
h hhhhhhh h h h h h h h h h h h
What is a "list view?" Right Ans -
h h h h hhhhhhh h h
hList views enable you to see a specific set of records (depending on how you fil
h h h h h h h h h h h h h h h
ter) on the object h h h
List two options for navigating to a specific record in a view.
h h h h h h h h h h h hhhhhhh Right Ans - h h
1. Click on column header (to sort)
h h h h h h h h
2. Use the alphabet bar above the records
h h h h h h h
Define what a "look-up" field is Right Ans -
h h h h h hhhhhhh h h
They allow users to select a record from another object during data entry.(incl
h h h h h h h h h h h h h
uding the user object) h h h h
This type of field allows two records together to create a parent-
h h h h h h h h h h h
child relationship h
In the Help & Training Portal portion of your org, what types of customization'
h h h h h h h h h h h h h
s can you make to create? Right Ans - Pick your role -
h h h h h hhhhhhh h h h h h h
hto show gadgets that pertain to you (roles = admin, developer, end user, partn
h h h h h h h h h h h h h
er, etc..) h
What do gadgets do in the Help & Training portal?
h h h h h h h h h hhhhhhh Right Ans - Gadgets -h h h h
give you quick access to specific resources.
h h h h h h h
What is the "Company Profile" in your Salesforce org?
h h h h h h h h
What does it do? Right Ans -h h h hhhhhhh h h
ha collection of information about a company. The Company profile determines
h h h h h h h h h h h
the behavior of the SF org for all users
h h h h h h h h
What type of info does the company profile obtain?
h h h h h h h h hhhhhhh Right Ans - h h
Company information
h h
Financial information h
Support information h
