Questions and Answers
What should John do to automate the process of filling in account-related information in cases?
Which of the following statements are true about accessing telephony features in Salesforce using Sales Dialer? (Select 3 answers)
What is true regarding using Salesforce IDs to update data via Data Loader?
Which of the following are true regarding the Lead Conversion process? (Select 3 answers)
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What is required to keep track of feed activities on a record for the Sales Manager's report?
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Which Salesforce automation solution is appropriate for processing discounts on Opportunities?
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What should the administrator consider when changing the default company locale?
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On what objects can duplicate rules be configured? (Select all that apply)
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Which of the following is true regarding the addition of an identity verification method to a user's account? Choose 1 answer.
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What can a Salesforce Administrator do to schedule events for monthly meetings that repeat indefinitely? Choose 1 answer.
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Which of these features are used to manage cases? Choose 2 answers.
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Which combination of configuration options could Tim suggest to help automate case management? Choose 2 answers.
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Which of the following can best address the requirements for automatic chat routing based on the customer's language? Choose 1 answer.
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What is a key capability of Quotes and Orders in the sales process in Salesforce? Choose 1 answer.
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Which of the following are correct operations used to evaluate criteria for triggering workflow rules? Choose 2 answers.
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Which of the following capabilities should the training developer keep in mind while creating content about working with emails in Lightning Experience? Choose 3 answers.
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What organization-wide default sharing setting can be used for the Contact object to meet the requirement that users require edit access to all contacts associated with accounts they own? Choose 1 answer.
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What are the different ways that data can be backed up? Choose 2 answers.
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How can Dynamic Computing manage sales tasks differently for their computer system sales and computer accessories sales? Choose 2 answers.
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What feature would you suggest to improve the usability of their current lookup fields for viewing additional information? Choose 1 answer.
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Which component can be used in Flow Builder to allow support agents to upload files while gathering information from customers? Choose 1 answer.
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What could be possible reasons for John to receive an 'Insufficient Privileges' error when running a report? Choose 3 answers.
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What permission does the user not have if they cannot run reports?
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What is the best recommendation for executing a mass email marketing campaign targeting about 7,000 contacts and leads?
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How can a Salesforce Administrator give another user the ability to assign a designated permission set?
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What is true regarding Opportunity Teams? Choose 2 answers.
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How can a Salesforce Administrator address the needs of Sales Representatives and Service Agents regarding the Home Page?
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What is the best way to allow all users to read, create, and edit contacts, while allowing only managers to delete them?
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Which automation tool is best for automatically updating the 'Discount' field on opportunity records based on 'Expected Revenue'?
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Which tool should a Salesforce Administrator use to send a notification and create a task when a sales deal reaches 80% probability?
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Which of these options are correct? (Select all that apply)
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What does the Salesforce Administrator need to consider before enabling the My Domain feature? (Choose 2 answers)
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How can a Salesforce Administrator proceed if he does not have access to his email for the security token while using Data Loader? (Choose 1 answer)
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Which solution will help control and approve the discount percentage every sales rep can offer with minimal customization? (Choose 1 answer)
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What is true about the running user for a dashboard? (Choose 2 answers)
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What is true regarding the Path feature in Salesforce? (Choose 2 answers)
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Which of the following settings can be defined during report creation? (Choose 3 answers)
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Which of the following are standard objects available in Salesforce? (Choose 3 answers)
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A user would no longer like to receive updates about a certain post in their feed. What feature should be used? (Choose 1 answer)
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Study Notes
Practice Exam Overview
- Admin Practice Exam 1 consists of a variety of questions related to Salesforce administration.
- Exam sections include Configuration and Setup, Data and Analytics Management, Object Manager and Lightning, and others.
- Each section has a specific weighting that contributes to the overall score.
Scoring Breakdown
- Configurations and Setup: 20%
- Data and Analytics Management: 14%
- Object Manager and Lightning: 20%
- App Builder and other productivity applications are included with varying weightings.
- Overall score calculated from section percentages multiplied by their respective weighting.
Salesforce Automation for Case Management
- To automate input of account-related information in cases, formula fields are preferred for copying parent record information to child records.
- Alternative options include creating a screen flow or validation rules, but formula fields are the ideal solution.
Sales Dialer Features
- Supports both incoming and outgoing calls without any additional plugin for recording calls.
- Available exclusively in Lightning Experience, enabling one-click dialing from phone number fields.
- Previously known as 'Lightning Dialer'.
Salesforce ID Usage with Data Loader
- Can use either 15-character (case-sensitive) or 18-character (case-insensitive) Salesforce IDs for data updates.
- Conversion from 18-character to 15-character ID is done by removing the last three characters.
Lead Conversion Process
- During lead conversion, Accounts and Contacts are created if no existing records match the lead's name.
- Creating an Opportunity is optional, and Person Accounts can be created based on the Company field's value.
Tracking Feed Activities
- Custom report types must be established to track feed activities for records effectively.
- Standard feed report types are not available, making custom methods necessary for reporting on feed engagement.
Approval Process for Discounts
- An approval process is recommended for managing discount approvals based on defined criteria (e.g., discounts exceeding 40% require CEO approval).
- Flow builders and Apex triggers can automate processes, but Salesforce promotes using declarative options like approval processes for ease of use and maintenance.### Workflow and Process Automation
- Approval processes enable structured workflows for reviewing and approving records.
- Use cases include document approvals, purchase requests, and employee leave requests.
Service Cloud Case Management
- Email-to-Case automatically generates cases from customer emails, improving response efficiency.
- Key features in Lightning Experience for email handling:
- Emails and merge fields can be previewed before sending.
- Drafts for emails are saved automatically during composition.
- Tables can be added and styled in the email body.
- Images can be inserted via static resources and Salesforce Files.
Contact Object Sharing Settings
- "Controlled by Parent" allows account owners to edit all associated contacts.
- Alternative settings include:
- "Public Read/Write" grants unrestricted access to all contacts.
- "Private" restricts access, requiring specific sharing rules.
Data Backup Methods
- Data can be backed up by scheduling daily exports or running manual exports using the Data Export Wizard.
- Data Loader can be used for export at any time, but email requests to Salesforce are not valid.
Task Management for Different Sales Types
- Distinct management of sales tasks can be achieved using:
- Record types to have different picklist values and processes.
- Page layouts to customize the user interface based on sales type.
Enhanced Lookup Fields Usability
- Customizing search layouts in Salesforce displays additional fields (Account, Phone, Email) in lookup results.
- This feature improves record identification and usability.
File Upload in Flow Builder
- The "File Upload" screen component allows agents to attach files while collecting customer information.
- Uploaded files can be linked to Salesforce records using a "Related Record ID".
Report Access and Permissions
- Users need specific permissions to run reports, including:
- "Run Reports" permission is mandatory.
- Access to the report's folder and the objects involved is crucial.
- Common issues causing "Insufficient Privileges" errors include lack of report permissions or object access.
Mass Email Marketing Campaigns
- For campaigns targeting 7,000 contacts, using third-party applications on the AppExchange is preferred over Salesforce's mass email functionality, which is more suitable for smaller mailings.### Salesforce Email and Marketing Tools
- Recommended tools for mass email campaigns: Salesforce Pardot, Salesforce Marketing Cloud, or third-party vendors from AppExchange.
- Mass email limit: up to 5,000 external email addresses per day.
Permission Set Management
- Delegated administrators can assign specific permission sets to users in designated roles.
- Creating a new profile or changing a user’s profile to system administrator is inefficient and grants unnecessary permissions.
Opportunity Teams
- Users can define a default Opportunity Team for quick access.
- Setting up a default Opportunity Team can be done in personal settings with just two clicks.
- It is not mandatory for every team member to have a defined role in the Opportunity Team.
Home Page Customization
- Lightning App Builder allows customization of Home Pages for different profiles, accommodating the needs of various users.
- Visualforce cannot be used to dynamically customize the Home Page based on user profile in Lightning Experience.
Contact Management Permissions
- Cloning the standard profile is an effective way to manage permissions where all users can read, create, and edit contacts while allowing only managers to delete them.
- Standard profiles are non-modifiable; hence, using permission sets is essential for additional permissions.
Automation Tools
- Flow is the preferred automation tool for updating fields on the same record, such as updating the 'Discount' based on 'Expected Revenue.'
- For sending notifications and creating tasks when sales opportunities reach certain thresholds, Flow Builder is also the best option.
Identity Verification Methods
- Users can add their own identity verification methods, receiving email confirmations; these methods are not blocked pending confirmation.
- Only Salesforce Administrators can add identity methods for users who did not request the change.
Event Management in Lightning Experience
- Adding the 'Repeat' checkbox to the Event page layout allows for scheduling of recurring events, such as monthly meetings.
- Recurring event features cannot be enabled in Lightning but are managed through this checkbox, contrasting with functionality in Salesforce Classic.
General Study Notes
- Understanding the capabilities and use cases of Salesforce tools is crucial for effective sales and marketing management.
- Familiarity with user permissions and profile management is essential for ensuring appropriate access rights and security measures.
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Description
Prepare for your administrator role with this practice exam focused on key concepts and skills. This quiz is designed to assess your readiness for administrative tasks and knowledge in the field. Test your understanding and identify areas for improvement.
