Certified Salesforce Administrator 2

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PDF GUIDE 1 What is the maximum amount of Fields you can set for History tracking on an Object? a) 20 b) 10 c) 30 d) 5 2 What is NOT true about standard fields? a) You can change the help text b) You can change the field type c) You can change the label d) You can change picklist values 3 When a Lead is converted, which object can be optionally created? a) Account b) Contact c) Opportunity d) Custom Object Certified Salesforce Administrator 2

Transcript of Certified Salesforce Administrator 2

PDF GUIDE

1 What is the maximum amount of Fields you can set forHistory tracking on an Object?

a) 20 ✔

b) 10

c) 30

d) 5

2 What is NOT true about standard fields?

a) You can change the help text

b) You can change the field type ✔

c) You can change the label

d) You can change picklist values

3 When a Lead is converted, which object can be optionallycreated?

a) Account

b) Contact

c) Opportunity ✔

d) Custom Object

Certified Salesforce Administrator 2

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4  A company’s Sales Intern created a List View for Account and she wants to share it with a colleague, however she cannot see the option to share her list view when she edits it. How can an Administrator ✔ this? 

 

a)  Ensure the Sales Intern’s profile has the “Manage Public List Views” permission 

✔ 

b)  Ensure the Sales Intern’s profile has the “Create and Customize List Views” permission 

 

c)  Ensure the Marketing User checkbox is ticked on her profile   

d)  Ensure she has Read/Write permissions on the Account object 

 

 

5  How can you make a field required? (Select 3)   

a)  Page Layout  ✔ 

b)  Validation Rules  ✔ 

c)  When creating the field  ✔ 

d)  Workflow Rules   

e)  Record Types   

 

6  A company would like to trigger an update on a custom Opportunity field when the Status of the Opportunity has been set to Closed Lost. How can this be achieved? 

 

a)  Escalation Rule   

b)  Assignment Rule   

c)  Workflow Rule  ✔ 

d)  Auto-response Rule  

 

    

   

7  Where can you find out how many overall and used licenses your Company have for Salesforce? 

 

a)  Company Information  ✔ 

b)  Company Settings   

c)  Default Settings   

d)  Assign Licenses   

 

8  A Company has no specific Assignment Rules in place for Cases, and would like their support team to cherry pick them as and when they have the time. How can an Administrator set this up? 

 

a)  Use Auto Assignment Rules   

b)  Implement a Queue for Cases and and create as the default owner 

✔ 

c)  Assign the Administrator as the Default Case Owner so he can share them to the support team 

 

d)  Use escalation rules   

 

9  A Company wants to import over 1 million records into Salesforce from their old system. Which tool should they use? 

 

a)  Data Import Wizard   

b)  Data Loader  ✔ 

c)  Data Export Service   

d)  Install an AppExchange App  

 

   

 

10  What cannot be set on the Company Information page on Salesforce? 

 

a)  Corporate Currency   

b)  Default Locale   

c)  Default Language   

d)  Default License  ✔ 

 

11  When creating a user, what does the locale setting affect?   

a)  Time Zone   

b)  Currency   

c)  Date/Time Format  ✔ 

d)  Language   

 

12  Users can select to see a certain Dashboard on their home page using which feature? 

 

a)  Dashboard Snapshot  ✔ 

b)  Import Dashboard   

c)  Dashboard Component   

d)  Not Possible   

          

13  Your company has a private sharing model and a user is having trouble accessing a type of record they need to do their job. The user is at the bottom of the role hierarchy. What feature would be most suitable to grant this specific user access to this record type? 

 

a)  Field Level Security   

b)  Role Hierarchy   

c)  Org Wide Defaults   

d)  Sharing Rules  ✔ 

 

14  What is true about standard picklist fields?   

a)  You can add values to them  ✔ 

b)  They can be dependent on another picklist   

c)  You cannot add values to them   

d)  They cannot be dependent on another picklist  ✔ 

 

15  Your company has started introducing pre-sales engineers to work alongside the sales person on deals. Any pre-sales engineer who helps close a deal will be entitled to 5% of the total deal size. What is the best way to track this in Salesforce? 

 

a)  Summary Report   

b)  Opportunity Splits  ✔ 

c)  Team Selling   

d)  Revenue Schedule   

     

16  A new team in your company is looking to move onto Salesforce to use Cases for compliance reasons. They have a distinctly different process than the current team which happens in sequential order; New, In Progress, Tier 1 Approval, Tier 2 Approval, Closed. How can this best be reflected in Salesforce?  

 

a)  Create a record type and update the case status field. Ensure new values are added to record type. 

 

b)  Create a record type and additional support process. Assign support process to record type. Add values to the existing case status field 

✔ 

c)  Create a record type, page layout and update the case status field. Ensure new values are added to record type 

 

d)  Create a custom picklist field to hold these new values   

 

17  What is the Cloud Scheduler used for in Salesforce Classic? 

 

a)  Schedule Apex Jobs   

b)  Schedule Process Builder   

c)  Schedule Meetings  ✔ 

d)  Schedule Emails   

 

18  A chatter group can have access levels? (Select 3)   

a)  Public  ✔ 

b)  Private  ✔ 

c)  Read Only   

d)  Unlisted  ✔ 

e)  External   

 

19  When importing data using the import wizard. Which fields can be used to match an existing Lead? (Select 3) 

 

a)  Salesforce ID  ✔ 

b)  Name  ✔ 

c)  Phone   

d)  Email  ✔ 

e)  Company   

 

20  Email Templates folders in Salesforce can grant permissions to different sets of users. Which feature is not available when sharing Email Template folders? 

 

a)  Public Groups   

b)  Roles   

c)  Roles & Subordinates   

d)  Profiles  ✔ 

 

21  What permission must a manager have to be able to set the running user in a dashboard to anyone below them in the role hierarchy? 

 

a)  View All Data   

b)  View My Team’s Dashboards  ✔ 

c)  View My Team’s Reports   

d)  Modify All Data  

 

      

22  What action is available in process builder that is not available in workflow? 

 

a)  Field Update   

b)  Create a Record  ✔ 

c)  Send an Outbound Message   

d)  Send an email   

 

23  Which objects can be synced when using Salesforce for outlook? (Select 3) 

 

a)  Accounts   

b)  Contacts  ✔ 

c)  Opportunities   

d)  Tasks  ✔ 

e)  Events  ✔ 

 

24  You have recently setup a role hierarchy for your organisation to enable logical sharing through hierarchies. Managers are complaining that although they can see Opportunities of their team, they cannot edit them. What feature needs to be changed? 

 

a)  Modify the Sharing Rule   

b)  Change the Opportunity Access on the Managers Role  ✔ 

c)  Change the Opportunity Access on the Teams role   

d)  Modify Org wide defaults to public read/write  

 

     

25  Your company have a requirement to grant the Finance team access to Salesforce. They need to have access to all data in Salesforce, ignoring all sharing. They do not need to edit. What would be the most appropriate way? 

 

a)  Create a new profile and change all Org wide defaults to public read/only 

 

b)  Create a new profile and grant the “View all” permission  ✔ 

c)  Add Finance users to the standard profile, Read Only.   

d)  Create a new profile and additional sharing rule to grant access to all finance users 

 

 

26  When a customer engages with your company, a nominated pre-sales consultant needs to work with the account manager to close the deal. They only need access to the Account, and must not have access to the Opportunity object. Your Org wide defaults are set to Private, what is the easiset way to share an account in this manner? 

 

a)  Create a sharing rule to grant pre-sales consultants access to Accounts 

 

b)  Modify the pre-sales consultants profile to grant access to Accounts 

 

c)  Use Opportunity teams to select a role, and the relevant permissions 

 

d)  Use Account teams to select a role and the relevant permissions 

✔ 

          

27  The sales manager at your company has requested to see the total amount of closed won sales for any given account. How can this be achieved? 

 

a)  Create a formula field referencing the “Amount” field on Opportunities filtering the status for closed won 

 

b)  Create a rollup summary field on Accounts, using the SUM function on amount field, filtering the status for closed won 

✔ 

c)  Create a rollup summary field on Accounts using the COUNT function on amount field, filtering the status for closed on 

 

d)  Use a process builder to loop through closed won opportunities and update a field on accounts 

 

 

28  Auto-response rules can be created for which objects? (Select 2) 

 

a)  Cases  ✔ 

b)  Accounts   

c)  Leads  ✔ 

d)  Custom Objects   

 

29  Your company sells into two main markets, enterprise and small/medium business. While products remain the same, prices differ per market and must be reflected as such in Salesforce. What would you recommend? 

 

a)  Create additional products   

b)  Create additional price books  ✔ 

c)  Create additional products and pricebooks   

d)  Create revenue splits   

  

30  What is the main function of escalation rules when working with cases? 

 

a)  Assigning cases to users as they are created in Salesforce   

b)  Escalating cases if they are not picked up within a time frame 

 

c)  Evaluating escalation criteria and carrying out relevant actions 

✔ 

d)  Escalating cases if a support user cannot fix the issue   

 

31  What is NOT a feature of tasks in Salesforce?   

a)  You can set tasks to be recurring   

b)  You can set a start and end time  ✔ 

c)  Tasks can be automatically created   

d)  You can access tasks on Salesforce1   

 

32  A company would like to minimise duplicates when importing Leads from a recent tradeshow. They would like to update existing leads, while adding new ones. Which tool will help with this? 

 

a)  Data Loader   

b)  Import Wizard  ✔ 

c)  Duplicate Rules   

d)  3rd party App   

       

33  What is true about Custom Report Types? (Select 2)   

a)  You can create reports that can pull data from external systems 

 

b)  You can add up to four objects in one Custom Report Type 

✔ 

c)  You can add fields from additional related objects  ✔ 

d)  You can override standard reports with Custom Report Types 

 

 

34  The sales director has asked you to create Dashboards component to show the number of Leads created last week, last month, and last quarter. What would you recommend? 

 

a)  Metric  ✔ 

b)  Table   

c)  Gauge   

d)  Chart   

 

35  Your company is interested in looking at integrating their phone system into Salesforce to automatically record call history? As an Admin, what would your recommendation be? 

 

a)  Create a custom CTI application   

b)  Browse the AppExchange for CTI partners  ✔ 

c)  Activate the CTI connector   

d)  Contact a systems integrator   

      

36  You have set login restrictions on your Org to only allow access from 9:00am-5:00pm. If a user is currently actively working on a record and clicks save at 5:05pm, what will happen? 

 

a)  The user will be logged out but progress will be saved   

b)  The user will stay logged in and allows to work on the record open 

 

c)  The user will be logged out and any progress will be lost  ✔ 

d)  A warning message will appear allowing the user to save their progress being logged out 

 

 

37  The compliance team at your company have started using Salesforce. They need to input extra information on the contact record to perform background checks. This information needs to be reportable by the rest of the organisation, but is not relevant to anyone else in day to day operations. What solution would you recommend to display this information to the compliance team? 

 

a)  Create a compliance record type and page layout, assign to the compliance team 

 

b)  Create a compliance record type, assign to the compliance team 

 

c)  Create a compliance page layout, assign to the compliance team 

✔ 

d)  Edit the field level security for the relevant fields to only show for the compliance team 

 

         

38  All users are currently using the “Standard User” profile in Salesforce. You have recently created a custom object which some users will need access to. How would you do this? 

 

a)  Create a permission set granting access to the object, assign it to relevant users 

 

b)  Modify the Standard User profile to grant relevant access to the object 

 

c)  Create a new profile granting relevant access to the object, assign to the relevant users 

✔ 

d)  Set access on the custom object to grant access to the users 

 

  

39  What is true about deleting a custom field? (Select 2)   

a)  You cannot delete a field that is referenced else where  ✔ 

b)  As soon as you delete a custom field, all data is permanently deleted 

 

c)  You have 15 days to restore the custom field, as well as all data stored 

✔ 

d)  You cannot delete a field, only deactivate it   

 

40  You wish to create two different sales processes for Sales & Service. What is needed in addition to the sales process, if you wish sales people to use both processes? 

 

a)  Page Layout   

b)  Record Type  ✔ 

c)  Page Layout & Record Type   

d)  Validation rule   

   

41  What is true about a master detail relationship?   

a)  Deleting a parent record will delete all child records  ✔ 

b)  The child record cannot be reparented   

c)  The child record inherits the sharing settings from the parent 

✔ 

d)  The master object cannot be a standard object   

 

42  What is the primary function of campaign influence?   

a)  To track the influence of multiple campaigns against an Opportunity 

✔ 

b)  To track the influence of a single campaign against an Opportunity 

 

c)  To track the campaign owners influence over multiple opportunities 

 

d)  To track the campaigns influence against other campaigns 

 

 

43  Your company would like to start getting feedback from users of your product. They are mainly interested in feature requests. How could Salesforce be used to facilitate this requirement? 

 

a)  Implement Salesforce Communities + Ideas  ✔ 

b)  Implement Ideas   

c)  Create a custom object to track feature requests   

d)  Implement Salesforce Communities   

     

44  Your company would like a basic way for their enterprise customers to gain access to solutions. This feature must not be available to other customers. What could meet this requirement? 

 

a)  Public Knowledge Base   

b)  Portals + Solutions  ✔ 

c)  Solutions   

d)  Communities   

 

45  There has been an increase in unqualified leads being converted. Your company would like to minimise this by ensuring a certain level of information is entered prior to Lead conversion. What Salesforce feature would you recommend to help with this? 

 

a)  Validation Rules  ✔ 

b)  Duplicate Rules   

c)  External ID’s   

d)  Formula Fields   

 

46  Your company performs a backup of all internal systems every week. What feature would help ensure that Salesforce is backed up week? 

 

a)  Schedule Data Loader   

b)  Weekly Data Export  ✔ 

c)  Import Wizard   

d)  Export Wizard   

     

47  Duplicates are a big problem for your company, and you have been asked to recommend an approach to ensure new leads are not already in the system by evaluating their email. All leads must be blocked from entering the system. What would you recommend? 

 

a)  Ensure all sales reps search Salesforce prior from entering data 

 

b)  Ensure the email field is selected as “Unique”   

c)  Create a Matching rule with Duplicate rules  ✔ 

d)  Create a validation rule to prevent duplicate leads from being entered 

 

 

48  The executive team have a weekly meeting every Wednesday to discuss sales and operations. They use a report called “Global Pipeline” and would like to have this sent to them automatically at 3pm every Wednesday. What feature would you recommend? 

 

a)  AppExchange App   

b)  Schedule Report  ✔ 

c)  Dashboard Refresh   

d)  Tabular Report   

  

49  What other feature must be activated to allow you to use a tabular report in a table component? 

 

a)  Rows to display must be set  ✔ 

b)  Custom Summary Formula   

c)  Chart must be added to the source report   

d)  Conditional Highlighting   

  

50  A sales manager would like to create a sales leader board showing the totals of all Closed won deals by sales person. What would be the best way to create this? 

 

a)  Summary Report + Metric Component   

b)  Tabular Report + Chart Component   

c)  Summary Report + Table Component  ✔ 

d)  Tabular Report + Table Component   

 

51  A user has entered a password in✔ too many times, this has resulted in their account being blocked. How would you resolve this? 

 

a)  Contact Salesforce to unlock the record   

b)  Ask the users to use the “Reset password” functionality   

c)  Click “Unlock” on the user record  ✔ 

d)  Click “Reset Password” on the user record   

 

52  A user is complaining that they cannot see a tab for an object after you have recently switched their profile. What could be the issue? (Select 2) 

 

a)  The profile does not have access to the object  ✔ 

b)  The object’s tab is set to “Default Off” on the profile  ✔ 

c)  The tabs sharing settings have changed   

d)  The object does not have a tab associated with it   

        

53  A sales manager has requested to display the account rating field on all opportunities, how would you fulfil this requirement? 

 

a)  Create a formula field on opportunities that references the account rating 

✔ 

b)  Create a formula field on accounts that references the account rating 

 

c)  Create a workflow rule to update all opportunities with the account rating 

 

d)  Move the account rating field onto the opportunity page layout 

 

 

54  Where can a custom field be set as read only?   

a)  Page Layout  ✔ 

b)  Field Level Security  ✔ 

c)  Custom field settings  ✔ 

d)  Validation Rule   

e)  Sharing Settings   

 

55  A custom picklist you have created has “Restrict picklist values..” selected. What is the default functionality if you attempt to upload a value that doesn’t exist using the data loader? 

 

a)  The value will be inserted into the picklist   

b)  The value will be blocked and the record will fail  ✔ 

c)  The value will be inserted into the inactive picklist values   

d)  The record will be inserted but the picklist value will not   

   

56  Your company is interested in creating a comprehensive set of articles that can be accessed from within Salesforce, Communities & Publically. They want to ensure that their employees, customers and partners have as much information at their fingertips to solve their own cases. What would you recommend? 

 

a)  Solutions   

b)  Knowledge Base  ✔ 

c)  Ideas   

d)  Answers   

 

57  Duplicate rules are NOT available for which object?   

a)  Account   

b)  Cases  ✔ 

c)  Contact   

d)  Lead   

e)  Custom Objects   

 

58  While testing a new feature in Salesforce, a support manager has accidentally created 100 cases in Salesforce. What is the quickest way to delete these? 

 

a)  Mass Delete Records  ✔ 

b)  Data Loader   

c)  Import Wizard   

d)  Delete via Report   

     

59  What are the three access levels you can grant to Report & Dashboard Folders? 

 

a)  Viewer Access  ✔ 

b)  Private Access   

c)  Editor Access  ✔ 

d)  Manager Access  ✔ 

e)  Public Access   

 

60  What is true about filter logic in Salesforce?   

a)  It allows you to filter on multiple fields   

b)  You can use AND/OR operators to change how data is filtered 

✔ 

c)  You can filter across multiple objects   

d)  It allows you to use filter multiple reports at once