Salesforce Admin 201 Exam Study
Guide 2022/23 | 270 Questions with
100% Correct Answers | 21 Pages
What do locale setting impact? Correct Answer: Format of date, time, number, phone number,
name and address fields
What do business hours and holidays impact? Correct Answer: Used in calculations to
determine when to escalate a case or when an entitlement milestone is reached
What are the options to define fiscal years? Correct Answer: Standard and custom
What level of language support does Salesforce provide and how is a users language setting
controlled? Correct Answer: Fully supported, end used and platform language support. The
language on the company setting will be default for new users but you can override in settings
What is the organization ID? Correct Answer: A unique 15 character that identifies each
salesforce organization and is different in every environment
What is Salesforce API? Correct Answer: Application Programming Interface. Way of
accessing SF programmatically and is used by Data Loading and Integration tools
Why would multi currency be used? Correct Answer: Used to be able to record amounts in
different currencies on records and be able to forecast in one corporate currency
What time zones is used for new users? Correct Answer: Default from company settings, but
can be overridden in my settings per user
Why would advanced currency management be used? Correct Answer: Allows dated exchange
rates to be recorded to track the amounts when opportunities were closed
What are the two types of licenses? Correct Answer: User and feature.
How can users see their correct time zones if the org default is set to a different time zone?
Correct Answer: Reset them in my settings
How is storage managed in Salesforce? Correct Answer: Either data or file storage. Records use
data storage and file storage is used by attachments, documents, files, content and chatter
What are the different types of searches available and what are their features? Correct Answer:
Global searches - most information/ Sidebar searches - a subset of records and fields/ Advanced
search - can search on a combo of fields and include wildcards
,What do the User Interface settings control? Correct Answer: General User Interface, Sidebar
and Calendar
What does an ehnanced lookup offer? Correct Answer: Search on all fields, sort, filter,
customize columns, page navigation, autocompletion
What are some of the search settings that can be enabled or customized?Number of search results
displayed Correct Answer: document content search, recently viewed records, search
optimization, limit search to records owned by the user
What actions and features are available on a list view? Correct Answer: Edit, delete and follow
records, sort, filter, set how many records to display, toggle to chatter feed, create printable view
What are the different types of search layouts? Correct Answer: search results, lookup dialog,
lookup phone dialog, tab, lost view and search filter fields
Where can an apps logo and navigation bar color be changed? Correct Answer: app manager in
setup
Where can the apps that appear in the lightning experience app launcher be changed? Correct
Answer: App menu in setup
What can be used to create Correct Answer: customize, and assign home pages to different
profiles in lightning experience?,lightning app builder
What types of custom components can be added to the home page layout? Correct Answer:
links, images, HTML, and visual force
How can a user look for a company in a list view by keyword? Correct Answer: by using the list
view search bar at the top of the list view
Which users can view a list view created in lightning experience? Correct Answer: the creator,
all users, or groups of users
What can be used to search records from within the Kanban view in lightning experience?
Correct Answer: List view search bar
Which option can be selected from the list view controls menu to share a custom list view with
other users? Correct Answer: sharing settings
What can be customized to include lighting knowledge fields in global search results in lighting
experience Correct Answer: search results layout of the knowledge object
, Which capability is available for list views in lighting experience to allow users to view
opportunities that fall within a certain amount of probability range? Correct Answer: filtering
search results by number range
How can a lightning component on a homepage be made visible to only users from a certain
country using the lightning app builder? Correct Answer: by setting a component visibility filter
in the " set component visibility" section of the components properties
Why would a user be freezes? Correct Answer: to prevent the user from logging in without
deactivating them, allowing for changes to any customization where the user has been used (like
workflow email alerts)
What are some common user access issues? Correct Answer: wrong username, entering
password in wrong case, user is locked, trying to login to a sandbox with the wrong URL
What can be done to immediately prevent a user that left the company from having any access to
salesforce? Correct Answer: freeze the user record, then make the adjustments needed to
deactivate
What should be done when a user no longer needs to use Salesforce? Correct Answer: deactivate
the user record, users cannot be deleted
What administration tasks can an administrator delegate? Correct Answer: create and assign
users in certain roles and profiles, assign permissions sets, public groups, reset passwords,
manage specific custom objects
What field must be marked on the user record for users to be able to log in? Correct Answer: the
"active" checkbox
What is the minimum information required the setup a user? Correct Answer: username, last
name, email, profile, alias, nickname and license
What localization settings apply to a user? Correct Answer: locale, language, time zone and
currency locale
How would it be possible to check why a user is not able to login? Correct Answer: login
history on user record, or login history for all users will give information regarding a login
attempt
Everyone should see all opportunities Correct Answer: but only managers see opportunity value,
set org wide defaults for all apps to public read. Set the field level security for opportunities
value to visible only for users with the manager profile
Users work competitively and don't want to let others see the info of their contact - Correct
Answer: set owd for contacts to private
Guide 2022/23 | 270 Questions with
100% Correct Answers | 21 Pages
What do locale setting impact? Correct Answer: Format of date, time, number, phone number,
name and address fields
What do business hours and holidays impact? Correct Answer: Used in calculations to
determine when to escalate a case or when an entitlement milestone is reached
What are the options to define fiscal years? Correct Answer: Standard and custom
What level of language support does Salesforce provide and how is a users language setting
controlled? Correct Answer: Fully supported, end used and platform language support. The
language on the company setting will be default for new users but you can override in settings
What is the organization ID? Correct Answer: A unique 15 character that identifies each
salesforce organization and is different in every environment
What is Salesforce API? Correct Answer: Application Programming Interface. Way of
accessing SF programmatically and is used by Data Loading and Integration tools
Why would multi currency be used? Correct Answer: Used to be able to record amounts in
different currencies on records and be able to forecast in one corporate currency
What time zones is used for new users? Correct Answer: Default from company settings, but
can be overridden in my settings per user
Why would advanced currency management be used? Correct Answer: Allows dated exchange
rates to be recorded to track the amounts when opportunities were closed
What are the two types of licenses? Correct Answer: User and feature.
How can users see their correct time zones if the org default is set to a different time zone?
Correct Answer: Reset them in my settings
How is storage managed in Salesforce? Correct Answer: Either data or file storage. Records use
data storage and file storage is used by attachments, documents, files, content and chatter
What are the different types of searches available and what are their features? Correct Answer:
Global searches - most information/ Sidebar searches - a subset of records and fields/ Advanced
search - can search on a combo of fields and include wildcards
,What do the User Interface settings control? Correct Answer: General User Interface, Sidebar
and Calendar
What does an ehnanced lookup offer? Correct Answer: Search on all fields, sort, filter,
customize columns, page navigation, autocompletion
What are some of the search settings that can be enabled or customized?Number of search results
displayed Correct Answer: document content search, recently viewed records, search
optimization, limit search to records owned by the user
What actions and features are available on a list view? Correct Answer: Edit, delete and follow
records, sort, filter, set how many records to display, toggle to chatter feed, create printable view
What are the different types of search layouts? Correct Answer: search results, lookup dialog,
lookup phone dialog, tab, lost view and search filter fields
Where can an apps logo and navigation bar color be changed? Correct Answer: app manager in
setup
Where can the apps that appear in the lightning experience app launcher be changed? Correct
Answer: App menu in setup
What can be used to create Correct Answer: customize, and assign home pages to different
profiles in lightning experience?,lightning app builder
What types of custom components can be added to the home page layout? Correct Answer:
links, images, HTML, and visual force
How can a user look for a company in a list view by keyword? Correct Answer: by using the list
view search bar at the top of the list view
Which users can view a list view created in lightning experience? Correct Answer: the creator,
all users, or groups of users
What can be used to search records from within the Kanban view in lightning experience?
Correct Answer: List view search bar
Which option can be selected from the list view controls menu to share a custom list view with
other users? Correct Answer: sharing settings
What can be customized to include lighting knowledge fields in global search results in lighting
experience Correct Answer: search results layout of the knowledge object
, Which capability is available for list views in lighting experience to allow users to view
opportunities that fall within a certain amount of probability range? Correct Answer: filtering
search results by number range
How can a lightning component on a homepage be made visible to only users from a certain
country using the lightning app builder? Correct Answer: by setting a component visibility filter
in the " set component visibility" section of the components properties
Why would a user be freezes? Correct Answer: to prevent the user from logging in without
deactivating them, allowing for changes to any customization where the user has been used (like
workflow email alerts)
What are some common user access issues? Correct Answer: wrong username, entering
password in wrong case, user is locked, trying to login to a sandbox with the wrong URL
What can be done to immediately prevent a user that left the company from having any access to
salesforce? Correct Answer: freeze the user record, then make the adjustments needed to
deactivate
What should be done when a user no longer needs to use Salesforce? Correct Answer: deactivate
the user record, users cannot be deleted
What administration tasks can an administrator delegate? Correct Answer: create and assign
users in certain roles and profiles, assign permissions sets, public groups, reset passwords,
manage specific custom objects
What field must be marked on the user record for users to be able to log in? Correct Answer: the
"active" checkbox
What is the minimum information required the setup a user? Correct Answer: username, last
name, email, profile, alias, nickname and license
What localization settings apply to a user? Correct Answer: locale, language, time zone and
currency locale
How would it be possible to check why a user is not able to login? Correct Answer: login
history on user record, or login history for all users will give information regarding a login
attempt
Everyone should see all opportunities Correct Answer: but only managers see opportunity value,
set org wide defaults for all apps to public read. Set the field level security for opportunities
value to visible only for users with the manager profile
Users work competitively and don't want to let others see the info of their contact - Correct
Answer: set owd for contacts to private
