SF Admin -201 Questions and Answers
Fully Solved
In order to update records using the Data Loader, what field must be present in the csv
file?
A. Owner
B. Salesforce ID
C. Record Owner
D. Object Name – answer B. Salesforce ID
You will need a security token to access Salesforce via (choose all that apply)
A. Import Wizard
B. Data Loader
C. Salesforce for Outlook
D. All of the above – answer B. Data Loader
C. Salesforce for Outlook
The Data Loader can de-duplicate records during import.
A. True
B. False – answer B. False
In order to import Opportunity records into Salesforce, a system administrator may use
the Import Wizard.
A. True
B. False - answerB. False
What should a system administrator consider before importing a set of records into
Salesforce.
A. The import file should include a record owner for each record
B. Validation rules are not triggered when importing data using the import wizard
C. Data should be de-duplicated in the import file prior to import
D. Currency field values will default to the personal currency of the record owner -
answerA. The import file should include a record owner for each record
C. Data should be de-duplicated in the import file prior to import
Which of the following can be used to create a back up of data from Salesforce?
A. Weekly Data Export
B. Data Loader
C. Import Wizard
D. Reports
E. Dashboards - answerA. Weekly Data Export
B. Data Loader
,D. Reports
Deleted records will be stored in the Recycle Bin for up to 15 days.
A. True
B. False - answerA. True
Which report type provides a simple list of data with no subtotals?
A. Matrix
B. Summary
C. Tabular
D. Custom
E. Standard - answerC. Tabular
Use Custom Summary Formulas to create calculated summaries on numerical fields in
_________ and ________ reports.
A. Tabular and Summary
B. Custom and Standard
C. Summary and Matrix
D. Matrix and Tabular - answerC. Summary and Matrix
Which statement about custom summary formulas is true?
A. Reports can be grouped by a custom summary formula result
B. Custom summary formulas can reference a formula field within a report
C. Custom summary formulas can reference another custom summary formula
D. Custom summary formulas can be used in a report built from a custom report type -
answerB. Custom summary formulas can reference a formula field within a report
D. Custom summary formulas can be used in a report built from a custom report type
The following are true about scheduling and emailing reports.
A. The running user determines whose data is visible on the report.
B. The running user must have access to the folder in which the report is saved.
C. All email recipients must have access to the same folder.
D. The report is emailed within 30 minutes of the Preferred Start Time
E. All of the above - answerE. All of the above
Users can post a static image of a component to the dashboard feed, a user feed or a
group feed, this feature is called
A. Dashboard Component Snapshot
B. The Running User
C. Chatter Groups
D. Dashboard Component
E. Dynamic Dashboards - answerA. Dashboard Component Snapshot
Dynamic Dashboards allow data to be displayed by the user viewing it, rather than by a
specified running user - eliminating the need to create the same dashboard
for multiple users.
, A. True
B. False - answerA. True
A Sales VP wishes to view Dashboard data by region within his territory - what feature
will allow this?
A. Dynamic Dashboards
B. Dashboard Filters
C. Dashboard Snapshots
D. This is not possible - answerB. Dashboard Filters
The System Administrator has been asked to ensure an email goes out to Sales Ops
when an opportunity is closed notifying them of the closed deal. What
evaluation criteria will the system admin use for the workflow rule?
A. When a record is created
B. When a record is created or updated
C. When a record is created/updated and didn't previously meet the trigger criteria
D. None of the above - answerC. When a record is created/updated and didn't
previously meet the trigger criteria
What feature would a system administrator implement to allow AW Computing's
prospects/customers to complete a form on the corporate website and have that
data automatically become a lead in Salesforce?
A. Auto Response Rules
B. Assignment Rules
C. Web-to-Lead
D. Escalation Rules - answerC. Web-to-Lead
When a Lead is converted, an Account, Contact and _______ record are created.
A. Lead
B. Case
C. Campaign
D. Opportunity - answerD. Opportunity
Queues can be made up of the following
A. Users
B. Public Groups
C. Roles
D. Profiles
E. External Chatter Users - answerA. Users
B. Public Groups
C. Roles
Assignment rules allow Leads and Cases to be automatically assigned to users and
queues based on criteria defined by the system administrator.
A. True
B. False - answerA. True
Fully Solved
In order to update records using the Data Loader, what field must be present in the csv
file?
A. Owner
B. Salesforce ID
C. Record Owner
D. Object Name – answer B. Salesforce ID
You will need a security token to access Salesforce via (choose all that apply)
A. Import Wizard
B. Data Loader
C. Salesforce for Outlook
D. All of the above – answer B. Data Loader
C. Salesforce for Outlook
The Data Loader can de-duplicate records during import.
A. True
B. False – answer B. False
In order to import Opportunity records into Salesforce, a system administrator may use
the Import Wizard.
A. True
B. False - answerB. False
What should a system administrator consider before importing a set of records into
Salesforce.
A. The import file should include a record owner for each record
B. Validation rules are not triggered when importing data using the import wizard
C. Data should be de-duplicated in the import file prior to import
D. Currency field values will default to the personal currency of the record owner -
answerA. The import file should include a record owner for each record
C. Data should be de-duplicated in the import file prior to import
Which of the following can be used to create a back up of data from Salesforce?
A. Weekly Data Export
B. Data Loader
C. Import Wizard
D. Reports
E. Dashboards - answerA. Weekly Data Export
B. Data Loader
,D. Reports
Deleted records will be stored in the Recycle Bin for up to 15 days.
A. True
B. False - answerA. True
Which report type provides a simple list of data with no subtotals?
A. Matrix
B. Summary
C. Tabular
D. Custom
E. Standard - answerC. Tabular
Use Custom Summary Formulas to create calculated summaries on numerical fields in
_________ and ________ reports.
A. Tabular and Summary
B. Custom and Standard
C. Summary and Matrix
D. Matrix and Tabular - answerC. Summary and Matrix
Which statement about custom summary formulas is true?
A. Reports can be grouped by a custom summary formula result
B. Custom summary formulas can reference a formula field within a report
C. Custom summary formulas can reference another custom summary formula
D. Custom summary formulas can be used in a report built from a custom report type -
answerB. Custom summary formulas can reference a formula field within a report
D. Custom summary formulas can be used in a report built from a custom report type
The following are true about scheduling and emailing reports.
A. The running user determines whose data is visible on the report.
B. The running user must have access to the folder in which the report is saved.
C. All email recipients must have access to the same folder.
D. The report is emailed within 30 minutes of the Preferred Start Time
E. All of the above - answerE. All of the above
Users can post a static image of a component to the dashboard feed, a user feed or a
group feed, this feature is called
A. Dashboard Component Snapshot
B. The Running User
C. Chatter Groups
D. Dashboard Component
E. Dynamic Dashboards - answerA. Dashboard Component Snapshot
Dynamic Dashboards allow data to be displayed by the user viewing it, rather than by a
specified running user - eliminating the need to create the same dashboard
for multiple users.
, A. True
B. False - answerA. True
A Sales VP wishes to view Dashboard data by region within his territory - what feature
will allow this?
A. Dynamic Dashboards
B. Dashboard Filters
C. Dashboard Snapshots
D. This is not possible - answerB. Dashboard Filters
The System Administrator has been asked to ensure an email goes out to Sales Ops
when an opportunity is closed notifying them of the closed deal. What
evaluation criteria will the system admin use for the workflow rule?
A. When a record is created
B. When a record is created or updated
C. When a record is created/updated and didn't previously meet the trigger criteria
D. None of the above - answerC. When a record is created/updated and didn't
previously meet the trigger criteria
What feature would a system administrator implement to allow AW Computing's
prospects/customers to complete a form on the corporate website and have that
data automatically become a lead in Salesforce?
A. Auto Response Rules
B. Assignment Rules
C. Web-to-Lead
D. Escalation Rules - answerC. Web-to-Lead
When a Lead is converted, an Account, Contact and _______ record are created.
A. Lead
B. Case
C. Campaign
D. Opportunity - answerD. Opportunity
Queues can be made up of the following
A. Users
B. Public Groups
C. Roles
D. Profiles
E. External Chatter Users - answerA. Users
B. Public Groups
C. Roles
Assignment rules allow Leads and Cases to be automatically assigned to users and
queues based on criteria defined by the system administrator.
A. True
B. False - answerA. True
