Salesforce Admin Certification Expert Strategies, Review of
Key Quizzes, And Practice Questions
To create an approval process in Salesforce, the following steps
are required:
1. Create the Approval Process Definition: This includes
defining entry criteria, selecting the approver field and record
editability, choosing notification templates, configuring the
Approval Request Page Layout, and specifying Initial Submitters.
2. Add evaluation, record criteria, and approval steps: In this
step, criteria for entering each step are specified, as well as what
should happen if the records don't meet the criteria, who must
approve at each step, and what actions should be taken upon
rejection or approval.
3. Specify rejection and approval actions: Here, actions for
initial submission, final approval, final rejection, and recall are
defined. These actions can include creating a task, sending email
alerts, updating fields, and sending outbound messages. The
record is locked by default on initial submission, and both
rejection and approval actions must be specified.
Which types of action can be set for approval or rejection in the
approval process? >>100%CorreCt Answers>> These types of
actions (Email Alerts, Field Updates, Outbound Messages as well
as Creating Tasks) can be set for approval or rejection and are
supported by the approval process.
What is the process when a user summits something for approval
in the approval process? >>100%CorreCt Answers>> The
approval process in Salesforce involves the following steps: 1.
User submits a record for approval and enters comments
(optional).
,2. Salesforce checks if the record meets the criteria from any
active object approval processes.
3. Salesforce performs Initial Submission Actions, such as
locking the record.
4. The user selects the approver and one or more approval
steps may be required.
5. Approvers are notified and must approve/reject. Records can
be approved by all parties, rejected by one party, or recalled by
the submitter.
6. If the record is rejected or recalled, it is unlocked. If it is
approved, it can optionally be unlocked.
What are some of the things to consider with the approval
process? >>100%CorreCt Answers>> When submitting records
for approval in Salesforce, it's important to keep a few things in
mind. Firstly, when a record is submitted for approval, it is locked
for changes until the approval process is completed, with the
exception of the system administrator and the approver. Secondly,
the approval audit history is recorded in a separate related list.
Finally, before deleting an approval process, it should be made
inactive and any pending approval requests should be deleted
and removed from the recycle bin.
With which options can a approver respond to a approval request?
>>100%CorreCt Answers>> When responding to an approval
request, the approver would have several actions to choose from
and would have the ability to add comments to their chosen
action. pprovers have the option to: Approve, Reject or Reassign.
Approvers can add comments prior to submitting their decision.
On the Record, on the Homepage, Respond to Email, in App
Notifications, and in the Chatter can an approver see the pending
request and respond to it.
,What is the Organization Setup? >>100%CorreCt Answers>>
The Organization Setup is a crucial step before starting an
implementation, including the basic settings like time zone,
language, and currency. Administrators should also be familiar
with additional information found in this section, such as data/file
storage, license counts, and API usage.
What does changing the Locale impact? >>100%CorreCt
Answers>> Locale settings control how different values are
displayed within Salesforce. A configuration of the default locale
impacts the format of date, time, number, phone, name and
address fields.
What does the locale control? >>100%CorreCt Answers>>
Locale controls the language and format of date and time,
address, currency, name, and number fields. The default for
anything in the organization, unless you change it in the personal
locale (Locale, Language and Time Zone)
Where are the company defaults set? >>100%CorreCt
Answers>> The company defaults are set on the Company
Information page. New users use the company default settings.
What can users do in with their personal settings?
>>100%CorreCt Answers>> Users can override company
default locale settings. Managed in Language and Time Zone
settings in user's personal settings. The personal locale can vary
from org local and can be changed in personal settings.
What do the language settings define? >>100%CorreCt
, Answers>> Language settings define the default language of the
Salesforce org and the languages that users will be able to use in
their personal settings.
What are fully supported languages and how many are there?
>>100%CorreCt Answers>> Fully supported languages means
all Salesforce features, including User Interface, Setup, and Help,
will display in the selected language. There are currently 18 fully
supported languages, including English, German, French,
Russian, Spanish, Japanese, Korean and Thai.
What are end user languages and how many are there?
>>100%CorreCt Answers>> End User languages will have
translations for all standard object field labels and pages but not
Setup and Help. There are currently 17 end-user languages
available, including Vietnamese, Polish, and Greek.
What are platform languages and how many are there?
>>100%CorreCt Answers>> For Platform languages, it is
possible to provide translations for customizations and standard
fields. If translations are not provided, labels fall back to English.
There are over 30 platform-only languages, including English
(Australia), English (Canada), Irish, Hindi, and Tamil.
Where is the default language set? >>100%CorreCt Answers>>
The Default Language is set on the Company Information page
and will be applied to new users.
Where can custom fields, labels etc. be translated?
Key Quizzes, And Practice Questions
To create an approval process in Salesforce, the following steps
are required:
1. Create the Approval Process Definition: This includes
defining entry criteria, selecting the approver field and record
editability, choosing notification templates, configuring the
Approval Request Page Layout, and specifying Initial Submitters.
2. Add evaluation, record criteria, and approval steps: In this
step, criteria for entering each step are specified, as well as what
should happen if the records don't meet the criteria, who must
approve at each step, and what actions should be taken upon
rejection or approval.
3. Specify rejection and approval actions: Here, actions for
initial submission, final approval, final rejection, and recall are
defined. These actions can include creating a task, sending email
alerts, updating fields, and sending outbound messages. The
record is locked by default on initial submission, and both
rejection and approval actions must be specified.
Which types of action can be set for approval or rejection in the
approval process? >>100%CorreCt Answers>> These types of
actions (Email Alerts, Field Updates, Outbound Messages as well
as Creating Tasks) can be set for approval or rejection and are
supported by the approval process.
What is the process when a user summits something for approval
in the approval process? >>100%CorreCt Answers>> The
approval process in Salesforce involves the following steps: 1.
User submits a record for approval and enters comments
(optional).
,2. Salesforce checks if the record meets the criteria from any
active object approval processes.
3. Salesforce performs Initial Submission Actions, such as
locking the record.
4. The user selects the approver and one or more approval
steps may be required.
5. Approvers are notified and must approve/reject. Records can
be approved by all parties, rejected by one party, or recalled by
the submitter.
6. If the record is rejected or recalled, it is unlocked. If it is
approved, it can optionally be unlocked.
What are some of the things to consider with the approval
process? >>100%CorreCt Answers>> When submitting records
for approval in Salesforce, it's important to keep a few things in
mind. Firstly, when a record is submitted for approval, it is locked
for changes until the approval process is completed, with the
exception of the system administrator and the approver. Secondly,
the approval audit history is recorded in a separate related list.
Finally, before deleting an approval process, it should be made
inactive and any pending approval requests should be deleted
and removed from the recycle bin.
With which options can a approver respond to a approval request?
>>100%CorreCt Answers>> When responding to an approval
request, the approver would have several actions to choose from
and would have the ability to add comments to their chosen
action. pprovers have the option to: Approve, Reject or Reassign.
Approvers can add comments prior to submitting their decision.
On the Record, on the Homepage, Respond to Email, in App
Notifications, and in the Chatter can an approver see the pending
request and respond to it.
,What is the Organization Setup? >>100%CorreCt Answers>>
The Organization Setup is a crucial step before starting an
implementation, including the basic settings like time zone,
language, and currency. Administrators should also be familiar
with additional information found in this section, such as data/file
storage, license counts, and API usage.
What does changing the Locale impact? >>100%CorreCt
Answers>> Locale settings control how different values are
displayed within Salesforce. A configuration of the default locale
impacts the format of date, time, number, phone, name and
address fields.
What does the locale control? >>100%CorreCt Answers>>
Locale controls the language and format of date and time,
address, currency, name, and number fields. The default for
anything in the organization, unless you change it in the personal
locale (Locale, Language and Time Zone)
Where are the company defaults set? >>100%CorreCt
Answers>> The company defaults are set on the Company
Information page. New users use the company default settings.
What can users do in with their personal settings?
>>100%CorreCt Answers>> Users can override company
default locale settings. Managed in Language and Time Zone
settings in user's personal settings. The personal locale can vary
from org local and can be changed in personal settings.
What do the language settings define? >>100%CorreCt
, Answers>> Language settings define the default language of the
Salesforce org and the languages that users will be able to use in
their personal settings.
What are fully supported languages and how many are there?
>>100%CorreCt Answers>> Fully supported languages means
all Salesforce features, including User Interface, Setup, and Help,
will display in the selected language. There are currently 18 fully
supported languages, including English, German, French,
Russian, Spanish, Japanese, Korean and Thai.
What are end user languages and how many are there?
>>100%CorreCt Answers>> End User languages will have
translations for all standard object field labels and pages but not
Setup and Help. There are currently 17 end-user languages
available, including Vietnamese, Polish, and Greek.
What are platform languages and how many are there?
>>100%CorreCt Answers>> For Platform languages, it is
possible to provide translations for customizations and standard
fields. If translations are not provided, labels fall back to English.
There are over 30 platform-only languages, including English
(Australia), English (Canada), Irish, Hindi, and Tamil.
Where is the default language set? >>100%CorreCt Answers>>
The Default Language is set on the Company Information page
and will be applied to new users.
Where can custom fields, labels etc. be translated?
