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