SFDC Admin 201 Cert UPDATED
ACTUAL Questions and CORRECT
Answers
How do you access your user profile in Chatter? - CORRECT ANSWER Click on your
name anywhere on the chatter homepage or feed
How do you update your photo in Chatter? - CORRECT ANSWER chatter profile >
hover over your photo >
click on the "Add Photo" link
Once uploaded,
select the part that will appear as the thumbnail on posts.
Why would you want to update the "About Me" section of your profile? What should type of
info should be included here? - CORRECT ANSWER To update your...
education
skills
experience
mission
personal notes
If you want to modify your email notifications for Chatter, where do you go to do this? -
CORRECT ANSWER My Chatter Settings >Chatter Email Settings
What is an "app"?
What is a "tab"?
,What is the difference between the two? - CORRECT ANSWER tabs = object(s) &
associated functions in Salesforce.
apps = groups of tabs.
Salesforce groups tabs together into Apps. Users can select which app they want to view from
the Force.com App Menu.
What is a SF object? - CORRECT ANSWER object = table of data
They contain records (and are similar to spreadsheets)
rows = records
Columns = fields
Where can users view the details of an account record? - CORRECT ANSWER account
record detail page.
List the 7 standard objects in Salesforce. - CORRECT ANSWER 1. Accounts
2. Contacts
3. Opportunities
4. Cases
5. Solutions
6. Campaigns
7. Leads
How does Salesforce define an Account? - CORRECT ANSWER - An organization that
you need to track (AKA Customers)
,How does Salesforce define a Contact? - CORRECT ANSWER - Individuals associated
with an account.
How does Salesforce define an Opportunity? - CORRECT ANSWER - Potential sales
associated with an account.
They make up your pipeline and forecasts
- Associated with Contacts
How does Salesforce define a Case? - CORRECT ANSWER Describes
customer feedback
problems
questions
- Associated with Accounts & Contacts
- Used to resolve issues
How does Salesforce define a Solution? - CORRECT ANSWER - Descriptions of
customer issues and solutions
(Associated with Cases)
How does Salesforce define a Campaign? - CORRECT ANSWER - Marketing projects
you want to plan, manage, & track
They have Related
Leads
Contacts
Opportunities
, How does Salesforce define a Lead? - CORRECT ANSWER Leads = people who may be
interested in buying products/services and/or represent potential opps
Can be
- attached to more than one opp
- Associated with Campaigns
They are Converted into Accounts, Contacts, and Opportunities.
Be default, which objects are related to the Account object? - CORRECT
ANSWER Contact
Cases
Opportunities
What is a related list? - CORRECT ANSWER they display info (on the record detail page)
of other objects that are related to the object you are looking at.
Where can you find parent object information (in the record detail) in a related list? What is this
called? - CORRECT ANSWER This lookup will take you back to the parent record if you
click on it.
What info does your homepage consist of? - CORRECT ANSWER 1. Chatter feed
2. Dashboards
3. My Tasks
4. Calendar
Where is the Sidebar located (by default) ?
What does it display?
ACTUAL Questions and CORRECT
Answers
How do you access your user profile in Chatter? - CORRECT ANSWER Click on your
name anywhere on the chatter homepage or feed
How do you update your photo in Chatter? - CORRECT ANSWER chatter profile >
hover over your photo >
click on the "Add Photo" link
Once uploaded,
select the part that will appear as the thumbnail on posts.
Why would you want to update the "About Me" section of your profile? What should type of
info should be included here? - CORRECT ANSWER To update your...
education
skills
experience
mission
personal notes
If you want to modify your email notifications for Chatter, where do you go to do this? -
CORRECT ANSWER My Chatter Settings >Chatter Email Settings
What is an "app"?
What is a "tab"?
,What is the difference between the two? - CORRECT ANSWER tabs = object(s) &
associated functions in Salesforce.
apps = groups of tabs.
Salesforce groups tabs together into Apps. Users can select which app they want to view from
the Force.com App Menu.
What is a SF object? - CORRECT ANSWER object = table of data
They contain records (and are similar to spreadsheets)
rows = records
Columns = fields
Where can users view the details of an account record? - CORRECT ANSWER account
record detail page.
List the 7 standard objects in Salesforce. - CORRECT ANSWER 1. Accounts
2. Contacts
3. Opportunities
4. Cases
5. Solutions
6. Campaigns
7. Leads
How does Salesforce define an Account? - CORRECT ANSWER - An organization that
you need to track (AKA Customers)
,How does Salesforce define a Contact? - CORRECT ANSWER - Individuals associated
with an account.
How does Salesforce define an Opportunity? - CORRECT ANSWER - Potential sales
associated with an account.
They make up your pipeline and forecasts
- Associated with Contacts
How does Salesforce define a Case? - CORRECT ANSWER Describes
customer feedback
problems
questions
- Associated with Accounts & Contacts
- Used to resolve issues
How does Salesforce define a Solution? - CORRECT ANSWER - Descriptions of
customer issues and solutions
(Associated with Cases)
How does Salesforce define a Campaign? - CORRECT ANSWER - Marketing projects
you want to plan, manage, & track
They have Related
Leads
Contacts
Opportunities
, How does Salesforce define a Lead? - CORRECT ANSWER Leads = people who may be
interested in buying products/services and/or represent potential opps
Can be
- attached to more than one opp
- Associated with Campaigns
They are Converted into Accounts, Contacts, and Opportunities.
Be default, which objects are related to the Account object? - CORRECT
ANSWER Contact
Cases
Opportunities
What is a related list? - CORRECT ANSWER they display info (on the record detail page)
of other objects that are related to the object you are looking at.
Where can you find parent object information (in the record detail) in a related list? What is this
called? - CORRECT ANSWER This lookup will take you back to the parent record if you
click on it.
What info does your homepage consist of? - CORRECT ANSWER 1. Chatter feed
2. Dashboards
3. My Tasks
4. Calendar
Where is the Sidebar located (by default) ?
What does it display?
