5) habe bfe yor BS Fp peAl Preece tmerk timplirtre (IDE Deployment - What are the 3 things needed? nahh. Chitin Se ai Meta Data Data in fields User name and password Environment going to Change set connections 2) 2 things shared for collaborative and customizable that roll up through the Hierarchy? Choose 2 (I only know of one but put Expected Revenue) https:/ /help salesforce.com /apex/HTViewHelpDoc?id=faq_forecasts3_whats.differe nce_between_versions.htm&language=en , ia * Opportunity Amount (shared is opportunity stage no amount) ot Collevoatie Quota Amount (how quotas set in forecasting) not rolled up ~ oie ae + Expected Revenue (probability X Oppty Amt) may not roll up thru forecast hierarchy. + Product Count (play with demo org - forecasting) ( (Quonkty) 5) When stage changed on opportunity, Manager wants ‘next steps’ field to be 772Communities (not for agents to input)- C402 ab Email to Case 3) 3 hing can dowithcalaboratve?__ Opportunity splits [yt aot Forecast by oppty stage Forecast by categon oie ‘splits (orecast) Rename categories 6) What can a Sales Rep see once he clicks on the forecast tab for Collaborative? _w + Forecast categories * Opportunity list Fa wer Soe! dst then th? Levins « andi hat (eect xpreg Rucnse igs en ide Forecast range custome Mpa wwe Quota Opportunity list by stage 9) Inbound Change sets - what is the proses > ) * Validate, deploy, maintain mgt -™m Insufficient privileges for Library. What could be wrong? (permissions at the folder level). ye ee + No access to library contént ¢ er + 72? security for each document - no permissions can’t get to folder “(ja om 0 Naito Restrict access to a Library 72? Through the folder via roles, groups, Subset of users with different roles and profiles needs to ‘view all’ for compliance purposes. Manager wants them to view all (I assumed they would need to k« their regular access as well - not sure if this is right) (Choose 2) * Create anew permission set PP: PEO" Probe, aun + New profile with View All -peres' So (ida) (ey > ieee Fore at system permission for * above and beyond what you hav id permission to existing profile. ¢ u) 4 Regions (APAC, EMEA, NA, ?) all want their own data in Dashboards sent to them ( ed every Monday. \ "one, ath + Create 1 dashboard with a VF filter io + Reporting Snapshot Ne * Separate dashboards to be mailed on Monday (found in help and training) + 2something about business hours? p) ‘simplify Knowledge - Choose 3 “What can a system administrator do to simplify searching in Knowledge for users? Choose 3” . data-typest categories article types) + Synonyms + record types + predefined search input based on case name Old Test: How can an administrator improve the relevance of search results for support agents searching for knowledge articles to solve cases? +» Pre-populate article search filter based on the values of case fields * Define synonyms for common search terms* Create data categories and assign articles to each category 3) Manager doesn’t want oppty changed after closed what do you do? as * Create Is Changed = True + Choose ?? (this was an-option I think on the profile) J pom (wm (Peataasontorowsbeeell iclowl, “closed ay AND( ~ “yh ! PRIORVALUE| IsClosed ) = True, YY yore rm “onetoon0000q111" ie ear . ‘00et00000009222")) GA Hu efile ; \ “closed won" AND( ISPICKVAL(PRIORVALUE(StageName)."Closed Won"), NOT($Profile.ld = *00et0000000q111") ) U}) Read only on cases. Given a criteria based sharing rule for cases. Can Sheila edit cases? Object = most restrictive. PaeorA.= weo} porniarde , J5) EMEA rep becomes a US rep what happens to,the Account sharing rules? nana ae Va Does not recalculate cules ; f o Dehentt SI applied hans, iy }000046328language=en_US When an account is transferred from one user to another, the following rules will -All manual sharing of th&account is deleted, and default sharing is applied. -Open opportunities owned\by the existing owner will be transferred to the new owner. -You will have the option to trapsfer closed opportunities owned by the existing account owner. Closed opportukities owned by other users will not be transferred. -You will have the option to transfér open opportunities owned by users other than the existing account owner. -Private opportunities will not be transferred. If the owner of the private opportunity can still see the account after transfer, it will still be linked to the account. If the owner of the private oppoxtunity cannot see the account after the transfer, the private opportunity will be djsassociated from the account. -You have the option to transfer closed and open cases as well. \ lp 1 trainme, "Ceoaleulating shuriirs, rulio"—'\ on dnt haut ve 2a.time Wht prorat. « eNirding Wile.0) ay B) ) ae spt > DW oer Quantity or Revenue schedule question on every test - this is pretty simple to choose the right answer given the 2. Pay once per year, deliver in monthly (quantity); Deliver all at once; bill monthly (Revenue) Manager is trying to access his Sales Reps Contact but is getting an insufficient privileges message, why? Roles and Hierarchy is turned on. + Contact has no Account - 7 Manager is trying to access a contact but is unable to do it even though his Sales Reps owns the contact? + Account owned by someone other than in the Managers hierarchy (this is the answer I keep putting) +77 What allows for deletion of metadata? + Unmanaged packages (in Admin 211 textbook - “unmanaged packages cannot be used to update existing components and applications.) + Change sets + Force.com IDE * Force.com Migration Developer Pro sandbox testing approvals but emails not being sent to users, why? “ He ’ (chatter Sandbox versions -ppt explains pros and cons of sandboxes) ‘cq Only full sandbox allows approval processes | ey chu Su len 4 adn » No HTML email templates wisi * X field was not checked??? wo nen aLterek Vian. cope et vas A ermal ” alt Accounts, Cases and Opportunity won/closed only in one report oe | Joined © tell ” * Cross Filter qubonstioNy,y ae * Custom Report “1m Change lookup relationship to Master detail. What must be aware of? From Help and Training https://help salesforce.com/HTViewHelpDoc?id=relationships_considerations.htm S&language=en_US “You can convert a lookup relationship to a master-detail relationship, but only if the lookup field in all records contains a value.” * Lookup values must all be filled in + All child records filled in “mm Yep Email addresses of users are wrong ermacds slsseepA system administrator wants to change the field type from a lookup field to a master-detail field. What must the system administrator check in order for the change to be implemented successfully? a, Make sure that the lookup value is set to Required. b. Make sure that all lookup fields in all records contain a value. c. Make sure that the lookup field has a related record. JN) What ifa lookup relationship is deleted? Pick 3 (found in Help and Training https://help.salesforce.com/HTViewHelpDoc?id=relationships_considerations.htm. &language=en_US) + Notify owner + Make lookup required + Delete lookup record + Clear the values of the fields + Don'tallow deletion 75>) Appsare related to positions, positions are related to apps. Ifan applicant gets deleted want all to be deleted. + Many to many with Applicants and Positions as Masters. . om Ym 2) Want accounts updated to reflect won/closed opptys for a new field ‘current vevrtQore PN = /Austomer"? * summary rollup on Accounts with a workflow to update? . 7m 7) If duplicate Accounts and duplicate contacts how do you fix this? + Merge accounts and then merge contacts 2) Postal codes match to Provinces? Choose 2. * Viookup + Mlookup + Trigger to update provinces with a postal code reference built in. + Workflow to update provinces with a postal code reference built in. Old Test ? The Sales Ops dept. needs to ensure that the postal code on a contact record is consistent with the contact's state in the mailing address. A reference object has been created that contains all US Postal Codes and their corresponding states. What feature can be used to enforce valid postal code and State data ona contact's mailing pean Ne « address? + Avalidation rule that uses VLOOKUP to compare the contact’s mailing address state to the reference object #) New B2B process deal status needs to change after a stage has passed it’s due date WW oct ow! __/) and update it’s deal status? (straight out of the text book) ) = Ly Wyle = vepdat~ (uy word pu ‘ends%) 2 SF Manager wants to make sure their delegated administrators are utilizing the Kia C updo “+ Workflow suc’ bo Validation... 04 Je 7m NN “em vop 1 wl) Marketing Exec wants to have contacts on the Accounts page to help drive leads. Foi oye © Rollup summary nee) a . m7 dang ween ewe See <_ tools. How could they do this? https://help.salesforce.com/HTViewHelpDoc?id=admin_monitorsetup.htm&langua US Debug log Set up Audit Trail Email log 2m Delegated Administrator questions - there were two of these. Something along the lines of a Marketing director wants to change a page set up on their custom object. The other was a request by a Manager and admin can’t get to it right away when it's needed. James, a recruiting manager, needs a picklist field implemented on the Position object by the end of the week. Matt, the system administrator, is too busy to fulfill the requirement. What should Matt do to prevent this from happening again? a. Make James a delegated administrator for the Recruiting app. b. Make James a delegated administrator for the Position object. c. Assign James the "Modify All Data” permission set. d. Change the organization-wide defaults for the Position Object to Public ead/Write. kK * X set of Cases records with a specific record type needs to be restricted so that arte only a Support manager and four Support users have access. What can youdo */,su as a system administrator to meet this requirement? a, Remove the record type access for all users except the 5 mentioned. /b. Give the "View All Data" permission to the 5 mentioned users using permission sets. c. Create a new profile and assign the 5 users to the new profile. d. Create a criteria-based sharing rule for the 5 users. https://help.salesforce.com/apex/HTViewHelpDoc?i out.htm&lai e=en Gaberts proud Lavine vido «Collaboration = No Territory Management and can have a 1 to 1 with Oppty stage. Customization = Territory Management and can’t have a 1 to 1 with Oppty stage. ye 72 #) Apex trigger questjon - can’t remember it but it’s clearly answered with Apex \y-4 Trigger. “Tat G20 - [Cgiternens ants fy cavnrr of uo Spay | Ltt ene Wn ga Object ~ most restrictive wins Record - most permissive wins Ne i) Service question on incorporating service contracts ~I chose Entitlements option Re only thing that made sense to me. *p) There was a question on Entitlements and the answer was Milestones. Here are some that I had on previous tests that come from some of the study materials: 2 0) Universal Containers has a custom field on its contact record called Salary that is hidden for all profiles except the system administrator. The administrator hasbeen 7 asked to ane d-Only access to the Salary field to the recruiters and assistants. VV hh The recruiters and assistants currently have two different profiles. Howcanthe — \ 4 administrator meet this requirement? (Two answers) “ + Change the access level in the recruiter and assistant profiles to Read- A only for the Salary field. * Create a sharing rule for the Contact object using criteria based sharing on S the Salary field, + Create a permission set with Read only access to the Salary field and assign it to the assistant and recruiter users. 5 + Create a new profile for the assistants and recruiters and reassign these 7 we and of 4 users to the new profile. 3) What should an administrator consider when setting up and maintaining Salesforce Knowledge? (Three correct answers) - Wwe lal ata category visibility is assigned through roles and profiles wa + Article version numbers must be configured in order for users to be able to create articles from cases. + Knowledge settings must be configured in order for users to be able to create articles from cases. + Solution category browsing must be enable in Solution settings.Which deployment tools allow you to manage changes in a source-code control system? (select all that apply). %) "+ Changos-sets ~ *__Force.com Migration Tot of) What privileges can be given toa delegated administrator? (Selectall that apply) typically the answers have been a variation on the below. \ + Modify the role hierarchy 5 mod) yours * Create and edit users ture Cele + Assign users to specified profiles * Modify profile permissions + Manage custom objects ip) A System administrator has unchecked the setting “enable content pack creation.” What can users do with content packs? Choose 1 + Users can only edit description and title of existing content packs + Users can modify existing content packs. + Users cannot do anything to existing content packs Sales Price List Price + Standard Price + Discounted List Price * Product Price ‘p) UC needs to use different pricebook for sales reps in US, LATAM, EMA and APAC. What should the system administrator do? Choose 1 * Clone the standard pricebook and create separate p! Region. ) List the different prices available for a product. Choose 3 ebooks for each 2) What are the considerations in territory management? Choose 4 + Once enabled it cannot be disabled. + Works in parallel with sharing functions + SF must be contacted to enable territory management + Forecast are derived from Territory Hierarchy not Role Hierarchy + Forecast are derived from Territory Hierarchy not Role Hierarchy ut) What is true about Salesforce Communities? Choose 2 + Ideas tab is used by community users to submit, like and promote ideas + Communities can be used by internal SF users only * Reputation level is the same across all communities * Crowd sourced knowledge is Q&A tabWhich permission do you need to manage entitlements? + Manage Entitlements 8) * Customize Application + Customize Entitlements + Manage Application ab) How many versions of a flow can be active at one time? + 1 (only answer) 2 09 74 Uj?) What is the maximum file size that can be uploaded? B eee?) A manager wants a report that shows the following: 1. All Accounts with Opportunities having a Closed-Won status. 2. All Accounts having Closed Cases status. What can you do as a system administrator to meet this requirement? a. Create a joined report ae ‘b. Create a custom report type oa doin jo c. Create a Standard report type with crossfilter \ pram. d. Analytie Snapshots Ded ag, wecondet tot tad 2 eee