SFDC Admin 201 Cert– Questions With Complete
Solutions
How do you access your user profile in Chatter? Right Ans - Click on your
name anywhere on the chatter homepage or feed
How do you update your photo in Chatter? Right Ans - 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? Right Ans - 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? Right Ans - My Chatter Settings >Chatter Email Settings
What is an "app"?
What is a "tab"?
What is the difference between the two? Right Ans - 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? Right Ans - 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? Right Ans - account
record detail page.
List the 7 standard objects in Salesforce. Right Ans - 1. Accounts
2. Contacts
3. Opportunities
4. Cases
5. Solutions
6. Campaigns
7. Leads
How does Salesforce define an Account? Right Ans - - An organization that
you need to track (AKA Customers)
How does Salesforce define a Contact? Right Ans - - Individuals associated
with an account.
How does Salesforce define an Opportunity? Right Ans - - Potential sales
associated with an account.
They make up your pipeline and forecasts
- Associated with Contacts
How does Salesforce define a Case? Right Ans - Describes
customer feedback
problems
questions
- Associated with Accounts & Contacts
- Used to resolve issues
How does Salesforce define a Solution? Right Ans - - Descriptions of
customer issues and solutions
(Associated with Cases)
,How does Salesforce define a Campaign? Right Ans - - Marketing projects
you want to plan, manage, & track
They have Related
Leads
Contacts
Opportunities
How does Salesforce define a Lead? Right Ans - 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? Right Ans -
Contact
Cases
Opportunities
What is a related list? Right Ans - 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? Right Ans - This lookup will take you back
to the parent record if you click on it.
What info does your homepage consist of? Right Ans - 1. Chatter feed
2. Dashboards
3. My Tasks
4. Calendar
Where is the Sidebar located (by default) ?
What does it display?
What is the max number of Recent Items you can view? Right Ans - Located
on home page. Displays recent items. The Max # of items it will display is 10.
, By default the sidebar is on the homepage.. what other objects can the side bar
appear on? Right Ans - It can be configured to appear on any object.
What is a "list view?" Right Ans - List views enable you to see a specific set
of records (depending on how you filter) on the object
List two options for navigating to a specific record in a view. Right Ans - 1.
Click on column header (to sort)
2. Use the alphabet bar above the records
Define what a "look-up" field is Right Ans - They allow users to select a
record from another object during data entry.(including the user object)
This type of field allows two records together to create a parent-child
relationship
In the Help & Training Portal portion of your org, what types of
customization's can you make to create? Right Ans - Pick your role - to
show gadgets that pertain to you (roles = admin, developer, end user, partner,
etc..)
What do gadgets do in the Help & Training portal? Right Ans - Gadgets -
give you quick access to specific resources.
What is the "Company Profile" in your Salesforce org?
What does it do? Right Ans - a collection of information about a company.
The Company profile determines the behavior of the SF org for all users
What type of info does the company profile obtain? Right Ans - Company
information
Financial information
Support information
In the "company profile" What do "Locale Settings" determine? Right Ans -
They determine the DEFAULT display (of data) based on a company's
geographical location
English (USA) vs. English (uk)
Solutions
How do you access your user profile in Chatter? Right Ans - Click on your
name anywhere on the chatter homepage or feed
How do you update your photo in Chatter? Right Ans - 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? Right Ans - 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? Right Ans - My Chatter Settings >Chatter Email Settings
What is an "app"?
What is a "tab"?
What is the difference between the two? Right Ans - 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? Right Ans - 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? Right Ans - account
record detail page.
List the 7 standard objects in Salesforce. Right Ans - 1. Accounts
2. Contacts
3. Opportunities
4. Cases
5. Solutions
6. Campaigns
7. Leads
How does Salesforce define an Account? Right Ans - - An organization that
you need to track (AKA Customers)
How does Salesforce define a Contact? Right Ans - - Individuals associated
with an account.
How does Salesforce define an Opportunity? Right Ans - - Potential sales
associated with an account.
They make up your pipeline and forecasts
- Associated with Contacts
How does Salesforce define a Case? Right Ans - Describes
customer feedback
problems
questions
- Associated with Accounts & Contacts
- Used to resolve issues
How does Salesforce define a Solution? Right Ans - - Descriptions of
customer issues and solutions
(Associated with Cases)
,How does Salesforce define a Campaign? Right Ans - - Marketing projects
you want to plan, manage, & track
They have Related
Leads
Contacts
Opportunities
How does Salesforce define a Lead? Right Ans - 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? Right Ans -
Contact
Cases
Opportunities
What is a related list? Right Ans - 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? Right Ans - This lookup will take you back
to the parent record if you click on it.
What info does your homepage consist of? Right Ans - 1. Chatter feed
2. Dashboards
3. My Tasks
4. Calendar
Where is the Sidebar located (by default) ?
What does it display?
What is the max number of Recent Items you can view? Right Ans - Located
on home page. Displays recent items. The Max # of items it will display is 10.
, By default the sidebar is on the homepage.. what other objects can the side bar
appear on? Right Ans - It can be configured to appear on any object.
What is a "list view?" Right Ans - List views enable you to see a specific set
of records (depending on how you filter) on the object
List two options for navigating to a specific record in a view. Right Ans - 1.
Click on column header (to sort)
2. Use the alphabet bar above the records
Define what a "look-up" field is Right Ans - They allow users to select a
record from another object during data entry.(including the user object)
This type of field allows two records together to create a parent-child
relationship
In the Help & Training Portal portion of your org, what types of
customization's can you make to create? Right Ans - Pick your role - to
show gadgets that pertain to you (roles = admin, developer, end user, partner,
etc..)
What do gadgets do in the Help & Training portal? Right Ans - Gadgets -
give you quick access to specific resources.
What is the "Company Profile" in your Salesforce org?
What does it do? Right Ans - a collection of information about a company.
The Company profile determines the behavior of the SF org for all users
What type of info does the company profile obtain? Right Ans - Company
information
Financial information
Support information
In the "company profile" What do "Locale Settings" determine? Right Ans -
They determine the DEFAULT display (of data) based on a company's
geographical location
English (USA) vs. English (uk)
