Salesforce Administration - Certification (201) Questions Set 1

Use Custom Summary Formulas to create calculated summaries on numerical fields in _________ and ________ reports.


Options are :

  • Tabular and Summary
  • Custom and Standard
  • Summary and Matrix (Correct)
  • Matrix and Tabular

Answer : Summary and Matrix

Which statement about custom summary formulas is true?


Options are :

  • Reports can be grouped by a custom summary formula result
  • Custom summary formulas can reference a formula field within a report (Correct)
  • Custom summary formulas can reference another custom summary formula
  • Custom summary formulas can be used in a report built from a custom report type (Correct)

Answer : Custom summary formulas can reference a formula field within a report Custom summary formulas can be used in a report built from a custom report type

The following are true about scheduling and emailing reports.


Options are :

  • The running user determines whose data is visible on the report.
  • The running user must have access to the folder in which the report is saved.
  • All email recipients must have access to the same folder.
  • The report is emailed within 30 minutes of the Preferred Start Time
  • All of the above (Correct)

Answer : All of the above

A Dashboard is a visual representation of data from multiple reports and (choose all that apply)


Options are :

  • Is comprised of up to 20 components (Correct)
  • Displays data from standard reports
  • Has a running user to determine what data is visible (Correct)
  • Displays data as of the last time the dashboard was refreshed (Correct)
  • Always shows up to date data
  • Can be scheduled to be refreshed and emailed automatically (Correct)

Answer : Is comprised of up to 20 components Has a running user to determine what data is visible Displays data as of the last time the dashboard was refreshed Can be scheduled to be refreshed and emailed automatically

Users can post a static image of a component to the dashboard feed, a user feed or a group feed, this feature is called


Options are :

  • Dashboard Component Snapshot (Correct)
  • The Running User
  • Chatter Groups
  • Dashboard Component
  • Dynamic Dashboards

Answer : Dashboard Component Snapshot

Dynamic Dashboards allow data to be displayed by the user viewing it, rather than by a specified running user - eliminating the need to create the same dashboard for multiple users.


Options are :

  • TRUE (Correct)
  • FALSE

Answer : TRUE

A Sales VP wishes to view Dashboard data by region within his territory - what feature will allow this?


Options are :

  • Dynamic Dashboards
  • Dashboard Filters (Correct)
  • Dashboard Snapshots
  • This is not possible

Answer : Dashboard Filters

The System Administrator has been asked to ensure an email goes out to Sales Ops when an opportunity is closed notifying them of the closed deal. What evaluation criteria will the system admin use for the workflow rule?


Options are :

  • When a record is created
  • When a record is created or updated
  • When a record is created/updated and didn't previously meet the trigger criteria (Correct)
  • None of the above

Answer : When a record is created/updated and didn't previously meet the trigger criteria

The support team has asked the System Administrator to automate the notification of a customer's support plan ending - they would like for the Customer Support Rep to receive an email 30 days before the Support Plan Expires (Support Plan Expiration Date is on the Account record). What will the system administrator do?


Options are :

  • Create a workflow rule with a time-based trigger to fire 30 days before the Support Plan Expiration Date and use an email action to notify the assigned Support Rep (Correct)
  • Create a workflow rule with an immediate action to email the Support rep but with a due date of 30 days before the Support Expiration Date
  • Create an Apex trigger to fire 30 days before Support Plan Expiration Date and use an email action to notify the assigned Support Rep
  • This cannot be done

Answer : Create a workflow rule with a time-based trigger to fire 30 days before the Support Plan Expiration Date and use an email action to notify the assigned Support Rep

The system administrator was testing workflow rules and needs to delete pending time-based workflow actions. How can he/she do this?


Options are :

  • Delete the workflow rule
  • Deactivate the workflow rule
  • Delete the actions in the Time-based Workflow queue (Correct)
  • Reset passwords for all users of the org
  • None of the above

Answer : Delete the actions in the Time-based Workflow queue

What feature would a system administrator implement to allow AW Computing's prospects/customers to complete a form on the corporate website and have that data automatically become a lead in Salesforce?


Options are :

  • Auto Response Rules
  • Assignment Rules
  • Web-to-Lead (Correct)
  • Escalation Rules

Answer : Web-to-Lead

When a Lead is converted, an Account, Contact and _______ record are created.


Options are :

  • Lead
  • Case
  • Campaign
  • Opportunity (Correct)

Answer : Opportunity

Queues can be made up of the following


Options are :

  • Users (Correct)
  • Public Groups (Correct)
  • Roles (Correct)
  • Profiles
  • External Chatter Users

Answer : Users Public Groups Roles

Assignment rules allow Leads and Cases to be automatically assigned to users and queues based on criteria defined by the system administrator.


Options are :

  • TRUE (Correct)
  • FALSE

Answer : TRUE

The system administrator needs to ensure that all Leads coming from the website are assigned a website lead queue, that all Leads for a recent trade show are assigned to Matt Wilson and all other leads are assigned to Phil Smith. The system administrator will


Options are :

  • Create 3 assignment rules
  • Create 1 assignment rule with multiple criteria entries (Correct)
  • Create an assignment rule and 2 workflow rules
  • Use workflow rules to accomplish this

Answer : Create 1 assignment rule with multiple criteria entries

Auto response rules can be used to send an automated yet tailored response to customers based on the information they provide via the Web-to-lead form.


Options are :

  • TRUE (Correct)
  • FALSE

Answer : TRUE

When Chatter is enabled in an org, the following happens (choose all that apply).


Options are :

  • The Chatter app is added to the Force.com app menu (Correct)
  • The Chatter tab is added to all standard apps (Correct)
  • Accounts, Contacts, Cases, Leads and Opportunities are enabled for Chatter (Correct)
  • All users are added to the All Chatter group
  • All of the above

Answer : The Chatter app is added to the Force.com app menu The Chatter tab is added to all standard apps Accounts, Contacts, Cases, Leads and Opportunities are enabled for Chatter

The Chatter Free license gives users the ability to access People, Profiles, Groups and Files as well as (choose all that apply)


Options are :

  • Make posts (Correct)
  • View comments (Correct)
  • Upload files (Correct)
  • Join groups (Correct)
  • View records

Answer : Make posts View comments Upload files Join groups

Chatter External license allow users outside the company to join public Chatter groups.


Options are :

  • TRUE
  • FALSE (Correct)

Answer : FALSE

Who can invite Chatter customers into a Chatter group?


Options are :

  • The system admin (Correct)
  • Group owner (Correct)
  • All Chatter users
  • None of the above

Answer : The system admin Group owner

Folders are used to organize the following (choose all that apply)


Options are :

  • Dashboards
  • Reports
  • Documents
  • Email templates
  • All of the above (Correct)
  • None of the above

Answer : All of the above

The _______ determines if a user can read, create and edit Contact records, the __________ determines if he can see/edit contact records owned by his subordinates.


Options are :

  • Role, Profile
  • OWD, Sharing rules
  • Sharing rules, Role Hierarchy
  • Profile, Role (Correct)

Answer : Profile, Role

The page layout allows users to see the Next Steps field on an Opportunity record, Field Level Security dictates that the field is hidden, how will the field appear to the user?


Options are :

  • The field will be hidden from the user (Correct)
  • The field will be read only
  • The field will be visible and editable to the user
  • None of the above

Answer : The field will be hidden from the user

Record types specify the following elements.


Options are :

  • Picklist values
  • Page layouts
  • Business processes
  • All of the above (Correct)
  • None of the above

Answer : All of the above

Which objects support business processes?


Options are :

  • Opportunities (Correct)
  • Leads (Correct)
  • Campaigns
  • Accounts
  • Solutions (Correct)
  • Cases (Correct)

Answer : Opportunities Leads Solutions Cases

Lead assignment rules assign leads to owners and queues based on the criteria the system admin specifies within the rule.


Options are :

  • TRUE (Correct)
  • FALSE

Answer : TRUE

Which of the following are actions triggered by workflow rules?


Options are :

  • Email (Correct)
  • Task (Correct)
  • Field update (Correct)
  • Record update
  • Record creation
  • Outbound message (Correct)

Answer : Email Task Field update Outbound message

Will two different users get the same search results on searching for a common keyword?


Options are :

  • Yes
  • No (Correct)

Answer : No

If a lead is converted without a value in the company field, what happens?


Options are :

  • A Business Account is created
  • A Person Account is created (Correct)
  • You will be prompted to decide whether to create a Person or a Business Account
  • Nothing

Answer : A Person Account is created

An Approval Process begins when a record is:


Options are :

  • Created
  • Saved
  • Edited
  • Submitted for Approval (Correct)

Answer : Submitted for Approval

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