SALESFORCE ADMIN ALL TEST QUESTIONS AND
ANSWERS SET A+
✔✔What is a cross object formula field? - ✔✔Created through the simple formula tab.
Cross-object formulas are formulas that span two or more objects by referencing merge
fields from related records. Cross-object formulas can reference merge fields from a
master ("parent") object if an object is on the detail side of a master-detail relationship.
Cross-object formulas also work with lookup relationships.
You can reference fields from objects that are up to 10 relationships away. Cross-object
formulas are available anywhere formulas are used except when creating default
values.
If you create a formula that references a field on another object and display that formula
in your page layout, users can see the field on the object even if they don't have access
to that object record. For example, if you create a formula field on the Case object that
references an account field, and display that formula field in the case page layout, users
can see this field even if they don't have access to the account record.
✔✔Review delegated administrators - ✔✔
✔✔What is Salesforce Classic Lite - ✔✔formerly Mobile Lite, Salesforce Classic Lite is
a Salesforce mobile app.
✔✔Service Cloud - Marcros - ✔✔Automatically complete repetitive tasks on cases, such
as selecting the right email templates, so that agents can spend time doing more
important things.
✔✔queues - ✔✔Every time a queue is created, this creates a new customized list.
✔✔Channels - ✔✔The different ways your customers can reach out to your company
are called channels, and they can include something as traditional as a phone number
to something as revolutionary as video conferencing on a mobile app.
, ✔✔Accounts - ✔✔Accounts are the companies you're doing business with. You can
also do business with individual people (like solo contractors) using something called
Person Accounts.
✔✔Contacts - ✔✔Contacts are the people who work at an Account.
✔✔Leads - ✔✔Leads are potential prospects. You haven't yet qualified that they are
ready to buy or what product they need. You don't have to use Leads, but they can be
helpful if you have team selling, or if you have different sales processes for prospects
and qualified buyers.
leads are your prospects who've expressed interest in your product, but you haven't yet
qualified to buy.
✔✔Opportunities - ✔✔Opportunities are qualified leads that you've converted. When
you convert the Lead, you create an Account and Contact along with the Opportunity.
opportunities are leads that are qualified to buy.
✔✔Review delegated administration - ✔✔
✔✔Review Reports and Dashboards - ✔✔
✔✔App - ✔✔a little more than a container for all of the objects, tabs, and other
functionality that drives a business process.
✔✔Currency fields, Checkboxes - ✔✔Once fields are defined are checkbox or currency
data types, they cannot be changed to any other type.
Currency: The length of the currency field corresponds to the number of digits to the left
of the decimal point.
An additional Decimal Places field handles the number of digits that should be displayed
to the right.
✔✔Page layout - ✔✔Controls the position and organization of the fields and related lists
that are visible to users when viewing a record.
Control visibility and edit ability of the fields on a record. In page layouts, can set fields
as read-only or hidden, can control which fields require users to enter a value and which
don't.
Should never be used to restrict access to sensitive data that a user shouldn't view or
edit as users can still access that field through other parts of the app, such as reports or
through API.
ANSWERS SET A+
✔✔What is a cross object formula field? - ✔✔Created through the simple formula tab.
Cross-object formulas are formulas that span two or more objects by referencing merge
fields from related records. Cross-object formulas can reference merge fields from a
master ("parent") object if an object is on the detail side of a master-detail relationship.
Cross-object formulas also work with lookup relationships.
You can reference fields from objects that are up to 10 relationships away. Cross-object
formulas are available anywhere formulas are used except when creating default
values.
If you create a formula that references a field on another object and display that formula
in your page layout, users can see the field on the object even if they don't have access
to that object record. For example, if you create a formula field on the Case object that
references an account field, and display that formula field in the case page layout, users
can see this field even if they don't have access to the account record.
✔✔Review delegated administrators - ✔✔
✔✔What is Salesforce Classic Lite - ✔✔formerly Mobile Lite, Salesforce Classic Lite is
a Salesforce mobile app.
✔✔Service Cloud - Marcros - ✔✔Automatically complete repetitive tasks on cases, such
as selecting the right email templates, so that agents can spend time doing more
important things.
✔✔queues - ✔✔Every time a queue is created, this creates a new customized list.
✔✔Channels - ✔✔The different ways your customers can reach out to your company
are called channels, and they can include something as traditional as a phone number
to something as revolutionary as video conferencing on a mobile app.
, ✔✔Accounts - ✔✔Accounts are the companies you're doing business with. You can
also do business with individual people (like solo contractors) using something called
Person Accounts.
✔✔Contacts - ✔✔Contacts are the people who work at an Account.
✔✔Leads - ✔✔Leads are potential prospects. You haven't yet qualified that they are
ready to buy or what product they need. You don't have to use Leads, but they can be
helpful if you have team selling, or if you have different sales processes for prospects
and qualified buyers.
leads are your prospects who've expressed interest in your product, but you haven't yet
qualified to buy.
✔✔Opportunities - ✔✔Opportunities are qualified leads that you've converted. When
you convert the Lead, you create an Account and Contact along with the Opportunity.
opportunities are leads that are qualified to buy.
✔✔Review delegated administration - ✔✔
✔✔Review Reports and Dashboards - ✔✔
✔✔App - ✔✔a little more than a container for all of the objects, tabs, and other
functionality that drives a business process.
✔✔Currency fields, Checkboxes - ✔✔Once fields are defined are checkbox or currency
data types, they cannot be changed to any other type.
Currency: The length of the currency field corresponds to the number of digits to the left
of the decimal point.
An additional Decimal Places field handles the number of digits that should be displayed
to the right.
✔✔Page layout - ✔✔Controls the position and organization of the fields and related lists
that are visible to users when viewing a record.
Control visibility and edit ability of the fields on a record. In page layouts, can set fields
as read-only or hidden, can control which fields require users to enter a value and which
don't.
Should never be used to restrict access to sensitive data that a user shouldn't view or
edit as users can still access that field through other parts of the app, such as reports or
through API.
