SFDC Admin 201 Cert– Questions With Complete Solutions

SFDC Admin 201 Cert– u u u




Questions With Complete Solutions
u u u u




How do you access your user profile in Chatter? Right Ans -
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Click on your name anywhere on the chatter homepage or feed
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How do you update your photo in Chatter?
u u u u u u u uuuuuuu Right Ans - chatter profile >
u u u u u



hover over your photo > u u u u



click on the "Add Photo" link
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Once uploaded, u u



select the part that will appear as the thumbnail on posts.
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Why would you want to update the "About Me" section of your profile? What sh
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ould type of info should be included here? Right Ans - To update your...
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education
skills
experience
mission
personal notes u




If you want to modify your email notifications for Chatter, where do you go to do
u u u u u u u u u u u u u u u



this? Right Ans - My Chatter Settings >Chatter Email Settings
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What is an "app"? u u u u



What is a "tab"? u u u



What is the difference between the two? Right Ans -
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tabs = object(s) & associated functions in Salesforce.
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apps = groups of tabs.
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Salesforce groups tabs together into Apps. Users can select which app they want
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to view from the Force.com App Menu.
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What is a SF object?u u u u uuuuuuu Right Ans - object = table of data
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They contain records (and are similar to spreadsheets)
u u u u u u u

,rows = records u u u



Columns = fields u u




Where can users view the details of an account record?
u u u u u u u u u uuuuuuu Right Ans -
u u



account record detail page.
u u u u




List the 7 standard objects in Salesforce.
u u u u u u Right Ans - 1. Accounts
uuuuuuu u u u u



2. Contacts
u



3. Opportunities
u



4. Casesu



5. Solutions
u



6. Campaigns
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7. Leadsu




How does Salesforce define an Account? Right Ans - -
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An organization that you need to track (AKA Customers)
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How does Salesforce define a Contact? Right Ans - -
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Individuals associated with an account.
u u u u u




How does Salesforce define an Opportunity?
u u u u u uuuuuuu Right Ans - - u u u



Potential sales associated with an account.
u u u u u u




They make up your pipeline and forecasts
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- Associated with Contacts
u u u




How does Salesforce define a Case?
u u u u u uuuuuuu Right Ans - Describes
u u u u



customer feedback u



problems
questions


- Associated with Accounts & Contacts
u u u u u



- Used to resolve issues
u u u u




How does Salesforce define a Solution? Right Ans - -
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Descriptions of customer issues and solutions
u u u u u u



(Associated with Cases) u u

,How does Salesforce define a Campaign? Right Ans - -
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Marketing projects you want to plan, manage, & track
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They have Related u u



Leads
Contacts
Opportunities

How does Salesforce define a Lead? Right Ans -
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Leads = people who may be interested in buying products/services and/or repr
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esent potential opps u u




Can be u u



- attached to more than one opp
u u u u u u



- Associated with Campaigns
u u u




They are Converted into Accounts, Contacts, and Opportunities.
u u u u u u u




Be default, which objects are related to the Account object?
u u u u u u u u u uuuuuuu Right Ans - u u



Contact
u



Cases
Opportunities

What is a related list? Right Ans -
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they display info (on the record detail page) of other objects that are related to t
u u u u u u u u u u u u u u u u



he object you are looking at.
u u u u u




Where can you find parent object information (in the record detail) in a related l
u u u u u u u u u u u u u u



ist? What is this called? Right Ans -
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uThis lookup will take you back to the parent record if you click on it.
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What info does your homepage consist of?
u u u u u u uuuuuuu Right Ans - 1. Chatter feed
u u u u u



2. Dashboards
u



3. My Tasks
u u



4. Calendar
u




Where is the Sidebar located (by default) ?
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What does it display? u u u u

, What is the max number of Recent Items you can view? Right Ans -
u u u u u u u u u u uuuuuuu u u



Located on home page. Displays recent items. The Max # of items it will display i
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s 10. u




By default the sidebar is on the homepage.. what other objects can the side bar a
u u u u u u u u u u u u u u u



ppear on? Right Ans - It can be configured to appear on any object.
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What is a "list view?" Right Ans - u u u u uuuuuuu u u



List views enable you to see a specific set of records (depending on how you filt
u u u u u u u u u u u u u u u u



er) on the object u u u




List two options for navigating to a specific record in a view.
u u u u u u u u u u u uuuuuuu Right Ans - u u



1. Click on column header (to sort)
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2. Use the alphabet bar above the records
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Define what a "look-up" field is Right Ans - u u u u u uuuuuuu u u



They allow users to select a record from another object during data entry.(inclu
u u u u u u u u u u u u u



ding the user object) u u u u




This type of field allows two records together to create a parent-
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child relationship u




In the Help & Training Portal portion of your org, what types of customization's
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can you make to create? Right Ans - Pick your role -
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uto show gadgets that pertain to you (roles = admin, developer, end user, partner
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, etc..)
u




What do gadgets do in the Help & Training portal?
u u u u u u u u u uuuuuuu Right Ans - Gadgets - u u u u



give you quick access to specific resources.
u u u u u u u




What is the "Company Profile" in your Salesforce org?
u u u u u u u u



What does it do? Right Ans - u u u uuuuuuu u u



a collection of information about a company. The Company profile determines t
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he behavior of the SF org for all users
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What type of info does the company profile obtain?
u u u u u u u u uuuuuuu Right Ans - u u



Company information
u u



Financial information u



Support information u