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Salesforce Admin Certification Exam Questions and Answers
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Salesforce Admin Certification Exam Questions and Answers
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Salesforce Admin Certification ExamQuestions and Answers
What is an Object? - Correct Answers -a table of data (spreadsheet with rows and
columns) Records are rows; fields are columns
What is an Organization? - Correct Answers -all of your data and applications and is
separate from all other organizations.
What are the seven user facing objects? - Correct Answers -account, campaign, case,
contact, lead, opportunity, solution
What are Accounts? - Correct Answers -Customers, competitors, and partners. Each
account stores information such as name, address, and phone numbers
What is a Campaign? - Correct Answers -An outbound marketing project that you want
to plan, manage, and track within Salesforce.
What is a Case? - Correct Answers -Description of a customer's feedback, problem ,or
question. Use cases to track and solve your customers' issues
What is a Contact? - Correct Answers -Individuals associated with your business
accounts that you need to track in Salesforce. (already doing business with)
What is a Lead? - Correct Answers -A prospect or potential opportunity (not doing
business with them yet and are not associated with an account )
What is an Opportunity? - Correct Answers -Sales deals that you want to track. Adding
opportunities also builds your pipeline, which will contribute to your sales forecast
What is a Solution? - Correct Answers -Detailed description of a customer issue and the
resolution of that issue
What is a customer company? - Correct Answers -
What is a sales cloud? - Correct Answers -
,What is the service cloud? - Correct Answers -
What is the marketing cloud? - Correct Answers -
What are tabs? - Correct Answers -shortcuts to objects that are displayed horizontally
across the Salesforce platform
What is the big blue bar? - Correct Answers -a shortcut to home page for different
clouds
What is the Lookup function? - Correct Answers -1:1 relationship -- bottom to top
What is a Related list? - Correct Answers -top down; one to many
How do you look up a fellow employee? - Correct Answers -Go to chatter, search for
name, find chatter profile, overview contains details
What component in Salesforce is similar to a table of data? - Correct Answers -Objects
An object in Salesforce is like a table of data. Each row represents a record and each
column represents a field.
Which standard objects have a relationship with the Account object? - Correct Answers
-The Account object has a one-to-many relationship with the contact, opportunity, and
case objects.
How does a user navigate from an account record to a related contact record? - Correct
Answers -Related List
What options are available from the Help & Training portal? - Correct Answers -TAKE
TRAINING & CONTACT SUPPORT.
The Help and Training portal provides easy access to documentation, knowledge
articles, and videos, as well as training options. The Take Training option allows users
to take self-paced online training and register for instructor-led courses. The Contact
Support option allows users to open a case, phone support, ask a question on
Salesforce Answers, and submit an idea on the IdeaExchange. Online training courses
and release training, how-to demonstration video. Certification information IS NOT
included in the Help & Training portal. You also CANNOT add licenses in this location.
How does a user navigate from a contact record to an account record? - Correct
Answers -Related list...
A related list allows a user to navigate from an account record (Parent) to a related
contact record (child). A lookup field allows a user to navigate from a contact record
(child) to its related account record (parent).
,Where can an administrator change the organization name and address, default locale,
default language, and default time zone? - Correct Answers -
Setup>Administer>Company Profile>Company Information>Edit
How can an administrator customize a standard fiscal year? - Correct Answers -
Setup>Administer>Company Profile>Fiscal Year>Customize
Which user interface settings must be enabled to allow users to edit records directly
from a list view, without navigating away from the page? - Correct Answers -Enable
inline editing
Setup>Build>Customize>check enable inline editing
How can an administrator customize global search to help users quickly find
information? - Correct Answers -Setup>Customize>Search>Search Settings
Where can a user view the completed tasks and past events for an opportunity? -
Correct Answers -1. Active tasks are tracked in the Open Activities related lists
2. Completed tasks, past events, and sent emails are tracked in the Activity History
related list
What is included in the Company Profile? - Correct Answers -A collection of information
about your organization, mostly captured at contractual setup including company
information (name and address, primary contact, default locale, default currency,
storage used, licenses available), financial information (Fiscal Year and currencies),and
support information (business hours and holidays)
What is purpose of the Locale? - Correct Answers -let you personalize the display of
data for different users based on their geographical location; locale (date and time
formats, number formats, name order, addresses), langugage (all text language, online
help langugage), time zone (event start/end times and time in date/time fields).
When should your organization define a Custom fiscal year? - Correct Answers -if your
organization's fiscal year does not follow the Gregorian calendar. Ex.: 13-month fiscal
year, 13-week fiscal quarters or a fiscal year not starting on the first day of the month.
What are the only two things that can be modified for the Standard fiscal year? - Correct
Answers -The fiscal year start month or the ending month.
What is Multi-currency and how is it set up? - Correct Answers -Salesforce
organizations are single currency by default. This means that when you update an
exchange rate, you are updating the converted amount on all records using that
currency. This may not be desirable for historical opportunities.
, Set up by checking the allow support to activate multiple currencies checkbox under
Setup>Company Profile>Company Info
What are the three levels of currencies? - Correct Answers -corporate (administrators
set, user profile, user record
What is the App Exchange and when is it used; currency rate app? - Correct Answers -
have to manually change currency exchange rates to reflect today's rates on a routine
base unless you download an app that does it automatically
What are the benefits of Advanced currency management? - Correct Answers -1.
Allows you to "lock" the converted amount on opportunities based on their close day. 2.
You can give each new exchange rate a start date. 3. Opportunities use the rate that
corresponds with the close date.
What makes Mass Edits possible? - Correct Answers -enabling enhances lists and
inline editing
How are Tasks and events tracked and why are they used? - Correct Answers -as both
upcoming and completed records, allowing users to use analytic tools to measure and
monitor activities.
When are tasks and events tracked in Open Activities? - Correct Answers -Only when
they are not yet complete or are scheduled in the future
When are tasks and events and sent emails tracked in the Activity History related list? -
Correct Answers -Only when the tasks or events have already been completed
Within what two different areas of the set up menu are calendar settings accessed? -
Correct Answers -User Interface settings are set in the user interface node
Calendar details are set in the activity settings node
What are the characterstics of the Customize search settings and search layouts? -
Correct Answers -Limit the number of search results per page (from 5 to 50)
Add up to 10 filters
Add, remove, or reorder columns (up to 10)
What are the benefits of the customize search settings and search layouts? - Correct
Answers -helps users quickly find the information they need
What is the purpose of the customize search settings? - Correct Answers -allows users
to search just on their own records, and to set the number of results displayed per
object
Who cannot change the order of the search results? - Correct Answers -the
administrator, but the user can
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