Salesforce Advanced Admin Exam | 350
Questions and 100% Correct Answers
what are some things event monitoring can track - ✔✔-logins
-logouts
-URI (web clicks in SF)
-lightning
-page loads
permission set licenses vs permission set - ✔✔ex: PSL is like a passport, permission set is like
a visa
-need both to travel
standard price book - ✔✔list of all products and their default standard prices
-your master product list
custom price book - ✔✔separate list of products with custom prices called list prices
-ideal for different market segments, regions or other customer subsets
what is a forecast based on in SF - ✔✔the gross rollup of a set of opportunities
4 forecast statues - ✔✔1. pipeline
2. best case
3. commit
4. closed
,2 forecast measures - ✔✔-revenue
-quantity
forecast types - ✔✔-opportunity
-product families
-opportunity splits
-overlay splits
-custom opportunity currency field
-expected revenue
what are overlay splits used for - ✔✔-to track revenue from sales team members who help
close opportunities but aren't directly related
-percentages don't have to add up to 100% and can exceed 100%
forecast date types - ✔✔-close date
-product date
-schedule date
individual forecast category - ✔✔combines opportunities from each forecast categories into
separate forecast amounts for each category
-each total and subtotal represents opportunities from only one of the forecast categories
cumulative forecasts - ✔✔combines opportunities from multiple categories into cumulative
forecast amounts
-shows cumulative amounts from the opportunities in the named forecast category and
subsequent categories
currencies for forecasting - ✔✔-corporate (company's currency)
,-forecast owner's personal currency
True or False:
You need to create a custom report type for forecasting reports - ✔✔True
how can you assign accounts to territories - ✔✔-manually
-with assignment rules
what does a path do - ✔✔gives visual representation of the stages required to work through
a sales process
-can includes notes or company policies "Guidance for Success"
what are entitlements - ✔✔units of customer support, such as "phone support" or "web
support"
-used to represent terms in service agreements
-helps to determine if your customers are eligible for support
entitlement contact - ✔✔contacts who are entitles to customer support
milestone - ✔✔a required step in your entitlement process
-metrics that represent service levels to provide to each of your customers
types of milestone actions - ✔✔-success action when milestone is completed
-warning action when a milestone is about to be violated
-violated action when a milestone is violated
--can automate tasks based on action types, like sending an email alert
, queues - ✔✔help to prioritize, distribute, and assign records to team who share workloads
assignment rules - ✔✔automate your org's lead generate and support processes
-used to specify how leads are assigned to users or queues
auto-response rules - ✔✔lets you automatically send email responses to lead or case
submission based on the record's attribute
escalation rules - ✔✔automatically escalate cases when the case meets criteria defined in
the rule entry
what is a many-to-many relationship - ✔✔allows each record of one object to be linked to
multiple records from another object and vice versa
what is a junction object - ✔✔custom object with two master-detail relationships
-used to model a many-to-many relationship between two objects
Order Salesforce processes rules - ✔✔1. Validation rules
2. Assignment rules
3. Auto-response rules
4. Workflow rules
5. Escalation rules
Does SF check the rest of the rules if the first fails? - ✔✔Yes- checks other validation rules
and displays all error messages at once
True or false:
Campaign hierarchies ignore validation rules - ✔✔True
Questions and 100% Correct Answers
what are some things event monitoring can track - ✔✔-logins
-logouts
-URI (web clicks in SF)
-lightning
-page loads
permission set licenses vs permission set - ✔✔ex: PSL is like a passport, permission set is like
a visa
-need both to travel
standard price book - ✔✔list of all products and their default standard prices
-your master product list
custom price book - ✔✔separate list of products with custom prices called list prices
-ideal for different market segments, regions or other customer subsets
what is a forecast based on in SF - ✔✔the gross rollup of a set of opportunities
4 forecast statues - ✔✔1. pipeline
2. best case
3. commit
4. closed
,2 forecast measures - ✔✔-revenue
-quantity
forecast types - ✔✔-opportunity
-product families
-opportunity splits
-overlay splits
-custom opportunity currency field
-expected revenue
what are overlay splits used for - ✔✔-to track revenue from sales team members who help
close opportunities but aren't directly related
-percentages don't have to add up to 100% and can exceed 100%
forecast date types - ✔✔-close date
-product date
-schedule date
individual forecast category - ✔✔combines opportunities from each forecast categories into
separate forecast amounts for each category
-each total and subtotal represents opportunities from only one of the forecast categories
cumulative forecasts - ✔✔combines opportunities from multiple categories into cumulative
forecast amounts
-shows cumulative amounts from the opportunities in the named forecast category and
subsequent categories
currencies for forecasting - ✔✔-corporate (company's currency)
,-forecast owner's personal currency
True or False:
You need to create a custom report type for forecasting reports - ✔✔True
how can you assign accounts to territories - ✔✔-manually
-with assignment rules
what does a path do - ✔✔gives visual representation of the stages required to work through
a sales process
-can includes notes or company policies "Guidance for Success"
what are entitlements - ✔✔units of customer support, such as "phone support" or "web
support"
-used to represent terms in service agreements
-helps to determine if your customers are eligible for support
entitlement contact - ✔✔contacts who are entitles to customer support
milestone - ✔✔a required step in your entitlement process
-metrics that represent service levels to provide to each of your customers
types of milestone actions - ✔✔-success action when milestone is completed
-warning action when a milestone is about to be violated
-violated action when a milestone is violated
--can automate tasks based on action types, like sending an email alert
, queues - ✔✔help to prioritize, distribute, and assign records to team who share workloads
assignment rules - ✔✔automate your org's lead generate and support processes
-used to specify how leads are assigned to users or queues
auto-response rules - ✔✔lets you automatically send email responses to lead or case
submission based on the record's attribute
escalation rules - ✔✔automatically escalate cases when the case meets criteria defined in
the rule entry
what is a many-to-many relationship - ✔✔allows each record of one object to be linked to
multiple records from another object and vice versa
what is a junction object - ✔✔custom object with two master-detail relationships
-used to model a many-to-many relationship between two objects
Order Salesforce processes rules - ✔✔1. Validation rules
2. Assignment rules
3. Auto-response rules
4. Workflow rules
5. Escalation rules
Does SF check the rest of the rules if the first fails? - ✔✔Yes- checks other validation rules
and displays all error messages at once
True or false:
Campaign hierarchies ignore validation rules - ✔✔True
