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관리자 인증 준비: Configuration, Setup and Objects

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관리자 인증 준비 시작하기 

학습 목표

이 단원을 완료하면 다음을 수행할 수 있습니다.

  • Salesforce 관리자 인증의 주요 주제 영역을 설명합니다.
  • Salesforce 관리자 인증을 준비하기 위해 리소스에 액세스합니다.

Salesforce 관리자 인증

Salesforce 관리자 자격 증명은 Salesforce에 대한 관리자 경험이 있고 회사가 기존 및 새로운 기능과 기능에서 더 많은 것을 얻을 수 있도록 지속적으로 지원하는 방법을 찾고 있는 개인을 위해 설계되었습니다.

이 시험은 각 시험의 특정 비율을 구성하는 이러한 주요 주제를 다룹니다.

  • Configuration and setup 20%
  • Object Manager and Lightning App Builder 20%
  • Sales and marketing applications 12%
  • Service and support applications 11%
  • Productivity(생산성) and collaboration(협업) 7%
  • Data and analytics management 14%
  • Workflow/process automation 16%

Salesforce 관리자 시험을 성공적으로 통과하면 판매, 서비스 및 협업 클라우드 전반에 걸쳐 Salesforce 플랫폼에 대한 철저한 지식과 이해를 입증할 수 있습니다.

시험 준비

salesforce 관리자 시험을 준비하려면 시간이 걸립니다! 

이 모듈은 시험의 일부를 준비하는 과정을 안내합니다. 

인증을 향한 여정을 계속하는 데 도움이 되는 두 가지 추가 모듈이 있습니다.

세 가지 모듈 모두 실제 시나리오, 대화형 플래시 카드, 리소스 링크 및 연구할 주요 주제 영역이 포함되어 있습니다.

Trailblazer 커뮤니티 에 가입하는 것을 잊지 마십시오 . 여기에서 질문을 하고, 공동 작업을 하고, 그룹에 가입하여 시험을 준비하는 데 도움을 받을 수 있습니다.

가이드 다운로드

이 모듈에 있는 내용의 하드 카피를 원하십니까? 각 모듈에는 다운로드할 수 있는 인쇄 가능한 버전에 대한 링크가 포함되어 있습니다. 관리자 인증 준비: 구성, 설정 및 개체 가이드를 다운로드하십시오 .

시험 물류 및 정책

시험 일정이 궁금하세요? 다음은 몇 가지 간단한 사실입니다.

추천 경험 관리자로서 6개월 실무 경험
질문 수 60
합격 점수 65%
결과 즉시 받았습니다
비용 $200
위치 온라인 또는 해당 지역 시설에서
제한 시험 중에는 인쇄본 또는 온라인 자료를 참조할 수 없습니다.

 인증 시험의 품질과 자격 증명이 제공하는 가치는 우리의 최우선 순위입니다. 

시험의 보안과 기밀성을 보호하는 것은 고객에게 존경받는 업계 최고의 자격 증명을 제공하는 데 필수적입니다. 

 

Salesforce 인증 프로그램의 참가자는 Salesforce 자격 증명 및 인증 프로그램 계약 조건에 동의해야 합니다. 

다음은 Salesforce 인증 시험 응시 정책에 대한 중요한 알림입니다. 

Salesforce 자격 증명 및 인증 프로그램 계약 및 행동 강령 Trailhead 도움말 문서 에서 이러한 정책을 자세히 검토할 수도 있습니다 .

 

Salesforce 인증 프로그램 참가자는 다음을 수행해야 합니다.

  • 인증 시험 가이드, 트레일믹스/트레일, Trailhead Academy 과정 및 Trailhead LIVE 세션을 포함하여 Trailhead에서 사용할 수 있는 Salesforce 승인 학습 자료를 사용하여 인증 시험을 준비하십시오.
  • 커뮤니티 그룹에 가입하고 학습 친구 및/또는 멘토를 찾아 Trailblazer 커뮤니티 의 다른 Trailblazer와 협력합니다.
  • 온라인 감독  대면 인증 시험 에 대한 지침을 검토하고 준수합니다.
  • 자격 증명 보안을 훼손하는 활동을 목격하는 경우 자격 증명 보안 팀 에 사례를 제출 하십시오.

Salesforce 인증 프로그램 참가자는 다음 행위가 금지됩니다.

프로그램 계약 위반에 대한 결과는 다음을 포함하지만 이에 국한되지 않습니다.

  • 예정 및 진행 중인 인증 시험 취소
  • Salesforce 자격 증명 획득 또는 취소 정지
  • Salesforce 자격 증명 프로그램 및/또는 Trailblazer 커뮤니티에서 제거

인증 유지

Salesforce 자격 증명을 유지 관리하려면 인증된 모든 전문가가 1년에 한 번 자격 증명과 관련된 릴리스 유지 관리 모듈을 성공적으로 완료해야 합니다. 여기에서 특정 유지 관리 요구 사항을 볼 수 있습니다 . 완료 기한까지 유지 관리 모듈을 완료하지 않으면 자격 증명이 만료됩니다.

인증 유지 관리에 대한 자세한 내용을 보려면  Salesforce 자격 증명 유지 관리 페이지를 방문하십시오

시험 준비

이 모듈은 이러한 주요 주제에 초점을 맞추며 각 주제는 자체 단원에서 다룹니다.

      • 구성 및 설정 20%
      • 개체 관리자 및 Lightning 앱 빌더 20%

각 단원에서 일반적인 시나리오를 통한 작업을 포함하여 시험의 이러한 섹션에서 공부할 주요 영역을 배웁니다.

먼저 구성 및 설정에 대한 시험 섹션을 살펴보십시오. 갑시다!

자원

Quiz

1 As a participant in the Salesforce Certification Program, what should you do to prep for exams?
A.Study practice questions on a flashcard site you found on the internet.
B.Use study materials found on Trailhead, like exam guides and Trailhead modules.
C.Submit a case with the Credential Security Team if you see any activity that undermines credential security.
D.Ask a friend for help answering specific exam questions.
E.B and C
 
2 Which Administrator Certification exam objective is weighted at 14%?
A.Sales and marketing applications
B.Data and analytics management
C.Service and support applications
D.Workflow/process automation
 
 

Study Up on Configuration and Setup

Learning Objectives

After completing this unit, you'll be able to:

  • Describe the options found in the company settings.
  • Distinguish and understand the administration of the declarative configuration of the user interface.
  • Demonstrate the proper setup and maintenance of users.
  • Explain the various organization security controls.
  • Apply the appropriate security controls based on features and capabilities of the Salesforce sharing model.
  • Determine the appropriate use of a custom profile or permission set using the various profile settings and permissions.

Key Topics

This unit prepares you for the configuration and setup section of the Salesforce Administrator exam, which makes up 20% of the overall exam. This section of the exam tests these topics.

  • UI features(기능)
  • Company information
  • Locale settings(로케일 설정)
  • Search results(검색 결과)
  • List views
  • Currency management(통화 관리)
  • Fiscal year(회계연도)
  • Default settings(기본설정)
  • Homepage layouts
  • User management
  • Security settings
  • Sharing settings

이 단원에서는 Salesforce 관리자가 접할 수 있는 것과 매우 유사한 여러 가지 대화식 실제 시나리오 기반 질문을 제공합니다. 

이러한 시나리오를 살펴보면 Salesforce 관리자 시험의 구성 및 설정 섹션을 준비하는 데 도움이 됩니다. 

연습 문제를 풀면서 답에 대한 즉각적인 피드백과 답이 정확한(또는 잘못된) 이유에 대한 자세한 정보를 받습니다.

 

이 장치에는 시험의 구성 및 설정 섹션을 준비하는 데 도움이 되는 대화형 플래시 카드도 포함되어 있습니다. 

시험 연습 문제

시작 할 준비가 되셨나요? 

아래의 샘플 도구에는 점수가 매겨져 있지 않습니다.

스스로 퀴즈를 푸는 쉬운 방법일 뿐입니다. 

사용하려면 시나리오를 읽은 다음 옳다고 생각하는 답변을 클릭하십시오. 

일부 질문에는 하나 이상의 정답이 있을 수 있습니다. 

제출을 클릭하여 선택한 답변이 올바른지 또는 잘못된지, 그리고 그 이유를 알아보세요. 

더 긴 설명이 있는 경우 클릭하여 창을 확장한 다음 창의 아무 곳이나 클릭하여 닫습니다. 

끝에 도달하면 답변을 검토하거나 질문에 다시 응시할 수 있습니다.

 

1. Solar compoents and system supplier, Ursa Major Solar want to ensure that the information is up to date on their Company Inofrmation page in Salesforce. Which set of information can an administrator specify in the Company Information page?

A. Business Hours, Translation Settings, Corporate Currency

B. Organization Name, Default Time Zone, Default Lanuage

C.Primary Contact, Chatter Settings, Set Domains

D. Fiscal Year, Password Policies, Default Time Zone

 

2.Ursa Major Solar want to ensure that all of its locale settings are up to date and consistent in the Salesforce system. The administrator is going through the process of making updates and configuring parameters for this information. Which two sets of parameters are configured using Locale settings?

A. Business Hours and Holidys

B. Time and Number Display Format

C. First/Last Name and Date Format

D. Phone Number and Currency Format

 

3. The VP of sales has conaged the naming convention for opportunities to make it more uniform across the company. The sales manager wants to update multiple opportunity names for his sales team in Europe using his "Team Europe" list view in Salesforce. Which tow user interface settings should be used to allow users, with all required profile permissions, to edit records in List Views?

A. Enable Inline Editing

- Enable inline diting allows mass editing of a record's fields straight from a list view. Note that this cna be done on team list views that are predefined to contain only one record type

B. Enable Enhanced Lists

- Enable Enhanced List gives you the ability to quicky view, customize and edit list data to speed up your productivity

C. Enable Enhanced Page Layout Editor

D. Enable Enhanced Profile List Views

 

4. A new hire at Ursa Major Solar has joined the customer service team to interact with customers and handle cases. This user needs access to the Service Console to manage the cases and ccustomer information. What should an administrator do to assign a Service Cloud user license to a new user?

A. Enable Service Cloud User on the user record detail page.

Feature license such as Service Cloud User or Marketing Cloud User can be found on the user profile page. These license enable features in addition to the User Lienses, such as the Salesforce User License.

B. Clone the Sample Console and assign it to the user.

C. Create a nre permission set license assignment

D. Enable Service Console in Support Settings.

 

5. Ursa Major Solar, a medium-size, Southwest-based supplier of solar components and systems, is growing internationally. An administrator receives details of a new hire in the Tokyo office who requires access to the Salesforce organization. Which two requirements should the administrator consider when creating a new user in a production Salesforce org?

A. Usernames must be unique across all production Salesforce orgs.

B. Usernames must be in the form of an email addess.

C. Usernames must be the sames as the user's email addess

D. Usernames must include the company's email domain.

 

6. A new emplyee is trying to login to Salesforce, but is having trouble and getting login error messages. He reaches out to the Salesforce admin for help. What should the administrator do first to troubleshoot login error messages?

A. Check the user's login history related list on the user record.

The administrator should start by checking the login history related list to get an undersanding of what is causing the login issue.

B. Review entries in the Setup Audit Trail.

C. Log in as the user to view the error message.

D. Search the debug log for the error message.

 

7. The administrator is notified that one of Major Solar's emplyees is going on leave for a few weeks. Ursa Major Solar does not want the empliyee logging in to Salesforce while on leave. What should the administrator do to prevent a user from loggin into Salesforce temporarily?

A. Reset the user's password

B. Freeze the user's accout

you would freeze the user's account. the license is still i use, but the user is not able to log in. When the employee returns from leave, you cna simply unfreeze the account.

C. Change the user's login hours

D. Delete the user's account

 

8. The administrator is asked to deacivate the Salesforce user account for an employee who has recently left the company. When a user account is deactivated, what happens to the associated license?

A. The license beomes available for reassignment.

When a user license is deactivated, it's available to be reassigned to another emplyee in the company

B. The license is deleted.

C. The license is removed from the billable license for the organization

D. The license is automatically assigned to another user.

 

9. The Executive Team at Ursa Solar is exploring ways to increase protection of the organization's Salesfore date from unauthorized access. It has been proposed to leverage the Trusted IP Ranges feature. What is a benefit of entering Trusted IP ranges in the network access setction?

A. Users who log in within the network are not required to verify their identity

Users logging in via the company network, a trusted IP range, are not required to verify their identiy.

B. All attempts to log in from outside the network are denied.

C. Users are unable to log in through the API on networks not marked as trusted.

D. AppExchange packages cna communicate with an external site.

 

10. The password policy in Ursa Solar's org shows that the length of time until passwords expire is 60 days. However, sales reps are complaining that their password expire every 30 days. Where shold the system administrator change the password expiration period for the sales rep users?

A. Individual user records

B. Permission Sets assigned to the users

C. Profiles assigned to the users

Since the issue is affecting users with the same profile, the password expiration should be adjusted for the profile used by the sales reps.

D. Roles assigned to the users

 

11. Ursa Major Solar's vice president of global Sales has requested that the sales rep commission report be visible to the executive team. How should the system administrator provide visibility to the sales rep commission report to the executive team only?

A. Set opportunity org-wide default sharing settings to private

B. Save the report in a folder shared with the executive team.

Access to folder contents can be controlled based on roles, permissions, public groups, and license types.

C. Name the report "For Executive Team User Only - DO NOT USE."

D. Save the report in the My Personal Reports folder.

 

12. A user's profile can be affected by which three settings?

A. Record type assignment

B. Security at the field-level

C. Assigned apps

D. Feature license assignment

E. Locale settings

 

 

 

Exam Topic Flashcards

The following flashcards cover UI features, company information, security settings and sharing settings. Use these interactive flashcards to brush up on some of the key topics you'll find on this part of the exam. 

Read the question or term on each card, then click on the card to reveal the correct answer. Click the right-facing arrow to move to the next card, and the left facing arrow to return to the previous card. 

 

더 많은 정보를 찾고 계십니까? 관련 배지를 살펴보세요. 

데이터 보안
전사적 조직 설정
Salesforce 플랫폼 기본 사항
사용자 인증
사용자 관리
Salesforce에서 데이터 보호
새 비즈니스 단위를 지원하도록 조직 사용자 지정

 

Quiz

+100 points
1. The Configuration and setup section makes up what percentage of the Administrator Certification exam?
A.3%
B.5%
C.10%
D.20%
 
2. Which key topics are covered in the Configuration and setup section of the Administrator Certification exam?
A.Locale settings, Chatter, list views, and data loader
B.Products, price books, web-to-case, and activities
C.Search results, Chatter, opportunities, and campaigns
D.UI features, company information, locale settings, and search results
 
 

Review Object Manager and Lightning App Builder

Learning Objectives

After completing this unit, you'll be able to: 

  • 표준 개체 아키텍처 및 관계 모델 설명
  • 표준 및 사용자 정의 개체에서 필드와 페이지 레이아웃을 생성, 편집, 삭제 및 사용자 정의하는 방법과 필드 삭제의 의미를 설명합니다.
  • 표준 및 사용자 정의 개체에 대한 페이지 레이아웃, 레코드 유형 및 비즈니스 프로세스를 만들고 할당하는 방법을 결정합니다.
  • 표준 및 사용자 정의 개체와 관련된 일반적인 시나리오를 연습합니다.

Key Topics

This unit prepares you for the Object Manager and Lightning App Builder section of the Salesforce Administrator exam, which makes up 20% of the overall exam. This section of the exam tests these topics.

  • Object architecture
  • Object relationships
  • Creating, editing, and deleting fields
  • Creating and assigning page layouts
  • Creating and assigning record types
  • Creating and assigning business processes
  • Creating custom objects

Like the previous units, this unit contains practice scenario-based questions and flashcards.

Exam Practice Questions

1. The VP of sales at Ursa Major Solar wants to take a look at all of the sales that are currently in play for the Sales team to determine how well they're tracking toward theire goal for quarter end.

Which standard object stores information about sales deals?

A. Accounts

B. Assets

C. Products

D. Opportunities

 

2. A sales team member at Ursa Major Solar wants to view information related to one of their accounts to have a 360-degree view of the customer.

Which two standard objects are related to account records?(Choose two answers.)

A. Cases

Cases is a standard object related to an account.

B. Campagins

C. Opportunities

Opporties is a standard object related to an account

D. Leads

 

3. The marketing manager at Ursa Major Solar wants to run a marketing campaign for their upcoming event called the Ray-a-thon. The manager wants to capture as much information as possible from the campaign in Salesforce

Which three objects have a relationship with a Campaign?(Choose three answers.)

A. Lead

B. Contact

C. Account

D. Opportunity

E. Contact Role

 

4. Ursa Major Solar needs a field that reflects account size based on the standard field, number of employees.

Which formula function should an administrator use to evaluate different results based on a specific condition with multiple outcomes?

A. ISPICKVAL

B. TEXT

C. IF

D. AND  

 

5. The sales managers at Ursa Major Solar wnat opportunities that have not been updated in the past 30 days to automatically be flagged.

A. Create a formula field to calculate the time since last update and display an image of a red flag if it meets the defined criteria.

B. Add a formula to the default value of the Last Modified Date field to turn the text red if the record meets the criteria.

C. Add a formula to the default value of the opportunity name field to turn the background red if the record meets the criteria.

D. Create a formula field to show the Last Login date of the owner and display an alert message if it meets the defined criteria.

 

6. The Ursa major Solar CEO does not want to see the list of contacts when viewing an account page but still needs to access contact record.

How should the administrator configure this?

A. Remove read access permissions for contacts from the CEO's profile.

B. Set the Contact Org-wid Default Sharing settings to Private

C. Create an account page layout wthout the Contacts Related List.

D. Remove the Account Related List from the contact page layout.

 

7. The VP of sales at Universal Containers wants to ensure that there is a consistent, color-coded report to track picklist values easily from the stage field on an opportunty

How should an administrator ensure that a picklist field's values display in consistent colors on all reports?

(Choose two answers.)

A. Use a Bucket field that defines the color for each value.

B. Configure report conditional highlighting for each value

C. Update the Picklist field and set the color for each value.

D. Create a Formula field that defines the color for each value.

 

8. Ursa Major Solar wnats to track invoice payments on an opportunity related list. Only the finance team should be able to view Invoce Payment reports.

How should the administrator implement this requirement?

A. Create a new page layout and profile for the finance team.

B. Set the Invoice Payment org-wide sharing settings to private

C. Build an invoice payment report with a running user of finance.

D. Grant finance access only to the Invoice Payment object.

 

9. The marketing team at Ursa Solar Major wants a chart added to the home page specific to their lead generation.

What should an administrator recommend to meet this request?

A. Update the marketing team's home page in the App Launcher.

B. Update the marketing team's home page in the Lighting App Builder.

Home page updates can be made in the Lightning App Builder.

C. Update the Org wide home page in the Lightning App Builder.

D. Update the marketing team's home page with a hyper link to the dashboard.

 

10. The adminstrator updated the sales operation team's project record page with new fields and daynamic components. However, when they refreshed the page the changes are missing.

What should the administrator troubleshoot to ensure the changes are implemented?

A. Confirm the page is activated in the Lightning App Builder.

The changes to the page will be unavalible until activated.

B. Create a permission set to grant access to the Project object.

C. Add the page to the App Launcher.

D. Review the component visiblity filters.

 

 

Exam Topic Flashcards

The Object Manager and Lightning App Builder section of the exam covers object relationships, creating custom objects, and creating and assigning page layouts, record types, and business processes. Use these interactive flashcards to brush up on some of the key topics you'll find on this part of the exam. 

Read the question or term on each card, then click on the card to reveal the correct answer. Click the right-facing arrow to move to the next card, and the left facing arrow to return to the previous card. 

 

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Salesforce User Basics

Build a Battle Station App

Customize the User Interface for a Recruiting App

Build a Data Model
for a Recruiting App

Build a Cat Rescue App
That Recognizes Cat Breeds

Lightning Experience
Customizations

Customize a
Salesforce Object

Congratulations. You’ve covered over 40% of the Administrator Certification test material in this badge. You are well on your way. 

You’ve reviewed these sections. 

  • Configuration and setup
  • Object Manager and Lightning App Builder

Be sure to review the other two Administrator Certification Prep badges. Good luck on your exam!

Quiz

1. The Object Manager and Lightning App Builder section makes up what percentage of the Administrator Certification exam?
A.5%
B.10%
C.20%
D.25%
2Which key topics are covered in the Object Manager and Lightning App Builder section of the Administrator Certification exam?
A.Reports and dashboards, dynamic content, and customizing page layouts
B.Object architecture, creating and customizing flows, and Chatter
C.Object relationships, creating custom objects, and creating and assigning page layouts
D.Creating and assigning record types, dynamic content, AppExchange
 
 
 

영업 및 마케팅 애플리케이션 검토

학습 목표 

이 단원을 완료하면 다음을 수행할 수 있습니다. 

  • 주어진 시나리오에서 영업 프로세스의 기능과 의미를 식별합니다.
  • 주어진 시나리오에서 기회 도구를 사용하여 적절한 영업 생산성 기능을 식별합니다.
  • 리드 자동화 도구 및 캠페인 관리의 기능을 설명합니다.

Key Topics 

이 단원은 전체 시험의 12%를 차지하는 Salesforce 관리자 시험의 영업 및 마케팅 응용 프로그램 섹션을 준비합니다. 시험의 이 섹션에서는 이러한 주제를 테스트합니다. 

  • Sales processes
  • Opportunities
  • Products
  • Price Books
  • Leads
  • Campaigns
  • Content

이 단원에는 Salesforce 관리자가 접할 수 있는 것과 매우 유사한 여러 가지 대화형 실제 시나리오 기반 질문이 포함되어 있습니다. 이러한 시나리오를 살펴보면 Salesforce 관리자 시험의 영업 및 마케팅 응용 프로그램 섹션을 준비하는 데 도움이 됩니다. 연습 문제를 풀면서 답에 대한 즉각적인 피드백과 답이 정확한(또는 잘못된) 이유에 대한 자세한 정보를 받습니다. 

또한 이 단원에는 시험의 영업 및 마케팅 응용 프로그램 섹션을 준비하는 데 도움이 되는 대화형 플래시카드가 포함되어 있습니다. 

가이드 다운로드 

이 모듈에 있는 내용의 하드 카피를 원하십니까? 각 모듈에는 다운로드할 수 있는 인쇄 가능한 버전에 대한 링크가 포함되어 있습니다. 관리자 인증 준비: 응용 프로그램 및 활동 가이드를 다운로드하십시오 

 

1. Ursa Major Solar has created a new product line of solar panels with a special sales team to sell these products. The sales process for the new line is more complex than the current sales process and requires additional stages to the sales path. How should the system administrator configure Salesforce to ensure only the appropriate stages are visible based on the product line?

A. Create a sales process and Opportunity record type for eah product line.

B. Create a validation rule to dispaly the appropriate stages based on product line

C. Create new forcast categories and assign the new stage picklist values to those categories.

D. Create a validation rule to display the appropriate stages based on the user's role.

 

2. Ursa Major Solar's sales operations director has noticed an increase in sales reps logging opportunities without products. The operations team then has to go back into each opportunity after the fact and aa products. Which configuration change should the system administrator make to help sales reps remember to add products to every opportunity?

A. Create a related list to enable the user to view the related products.

B. Enable the opportunity setting to prompt users to add products to opportunities.

There is a setting that can be toggled on/off to prompt users to add a product to an opportunity.

C. Create a workflow rule on the Opportunity object to add a default product to opportunities with no products.

D. Set the org-wide defaults for Price Books to Use and Products to Read Only.

 

3. Ursa major Solar's newest product line has just been announced. The web form on the Ursa Major Solar website is generating a lot of leads where prospects have indicated interest in particular products.  These leads are imported directly into Salesforce automatically. Which two features should the system administrator use to assign ownership of a Lead to the appropriate product team using the custom Lead field Product Interest?

A. Assignment Rules

B. Escalation Rules

C. Lead Teams

D. Queues

 

4. Sales representatives at Ursa Major Solar are working on opportunities and need to see how their colleagues have effectively managed other opportunities with comparable products, competing against the same competitors. Which two features should an administrator use to allow for this?

A. Opportunity Dashboard

B. Chatter groups

C. Opportunity update reminders

D. Big deal alerts

 

Exam Practice Questions 

Ready to jump in? The sample tool below is not scored—it’s just an easy way to quiz yourself. The sample tool below is not scored—it’s just an easy way to quiz yourself. To use it, read the scenario, then click the answer you think is correct. Some questions may have more than one correct answer. Click Submit to learn whether the answer you chose is correct or incorrect, and why. If there’s a longer explanation, click 

  to expand the window, then click anywhere in the window to close it. When you reach the end, you can review the answers or retake the questions.

 

Exam Topic Flashcards 

The following flashcards cover sales processes, opportunities, products, and leads. Use these interactive flashcards to brush up on some of the key topics you'll find on this part of the exam. 

Read the question or term on each card, then click on the card to reveal the correct answer. Click the right-facing arrow to move to the next card, and the left facing arrow to return to the previous card.

 

Looking for more information? Explore these related badges. 

BadgeContent Type

Leads & Opportunities for Lightning Experience
Opportunity Management
Campaign Basics
Manage Products, Prices, Quotes, and Orders
Process Automation Specialist

Congratulations! You’ve studied up on sales and marketing applications. Up next, dive into the exam section on service and support applications.

Resources

Quiz

1. The Sales and Marketing Applications section makes up what percentage of the Salesforce Administrator Certification exam?
A. 8%
B. 10%
C. 12%
D. 14%
 
2. Which key topics are covered in the Sales and Marketing Applications section of the Salesforce Administrator Certification exam?
A. Sales processes, content, and assignment rules
B. Opportunities, products, and price books
C. Campaigns, marketing cloud, and case management
D. Leads, flow, and accounts
 

 

서비스 및 지원 애플리케이션 준비

학습 목표

이 단원을 완료하면 다음을 수행할 수 있습니다. 

  • 사례관리 능력에 대해 설명하시오.
  • 주어진 시나리오에서 사례 관리를 자동화하는 방법을 식별합니다.

Key Topics

This unit prepares you for the service and support applications section of the Salesforce administrator exam, which makes up 11% of the overall exam. This section of the exam tests these topics. 

  • Case management
  • Support processes
  • Assignment rules
  • Case escalation rules
  • Auto-response rules
  • Web-to-case
  • Email-to-case
  • Case teams
  • Knowledge
  • Sites using Experience Cloud (formerly Communities)

Like the previous units, this unit contains practice scenario-based questions and flashcards. 

 

1. Ursa Major Solar provides various levels of customer support. The VP of support wants an automated way to notify the support team when an unresolved case has been open for over 4 hours. Which feature should be used to alert support managers when a case has been open for more than 4 hours?

A. Case queues

B. Auto-response rules

C. Escalation rules

Escalation rules automatically escalate cases when the case meets the criteria defined in the rule entry.

D. Case assignment rules

 

2. Ursa Major Solar has noticed an uptick in support cases that could be resolved easily if the customers had access to the proper documentation. So, Ursa Major Solar wants to create a knowledge base where articles can be classified into categories. What are two benefits of using Data Categories with Salesforce Knowledge?

A. Article owners cna track views.

B. Article can be classified into groups.

C. Article access can be controlled.

D. Article can be referenced in Chatter posts.

 

3. Ursa Major Solar is looking to reduce support costs by allowing customers to work together to answer one another's questions and solve problems. Which feature should a Salesforce administrator use to allow its customers to interact with each other and share best practices?

A. Sites using Experience Cloud(formerly Communities)

B. Campaigns

C. Omni-channel

D. Mass emails

 

 

 

 

 

 

 

 

 

 

 

Looking for more information? Explore these related badges. 

BadgeContent Type

Service Cloud for Lightning Experience
Set Up Salesforce Knowledge
Create a Process for Managing Support Cases
Experience Cloud Basics
Set Up a Customer Site with Experience Cloud
1. The Service and Support Applications section makes up what percentage of the the Salesforce Administrator Certification exam?
A.5%
B.11%
C.13%
D.21%
 
2. Which key topics are covered in the Service and Support Applications section of the Salesforce Administrator Certification exam?
A. Knowledge, Experience Cloud, and Chatter
B. Assignment rules, case escalation rules, and auto-response rules
C. Case management, flow builder, and support processes
D. Omni-channel, web-to-case, and email-to-case
 
 

생산성 및 협업에 대한 연구

학습 목표

이 단원을 완료하면 다음을 수행할 수 있습니다. 

  • 작업, 이벤트, 공개 일정 및 여러 날 이벤트 관리와 같은 활동 관리 기능을 설명합니다.
  • 피드, 그룹, 팔로잉 및 보안과 같은 Chatter의 기능을 설명합니다.
  • Salesforce 모바일 앱의 기능을 설명합니다.
  • AppExchange 애플리케이션의 사용 사례를 식별합니다.

주요 주제

이 단원은 전체 시험의 7%를 차지하는 Salesforce 관리자 시험의 생산성 및 협업 섹션을 준비합니다. 

시험의 이 섹션에서는 이러한 주제를 테스트합니다. 

  • Activities
  • Chatter
  • Salesforce mobile app
  • Compact Layout
  • Lightning Web Browser
  • AppExchange

Like the previous units, this unit contains practice scenario-based questions and flashcards. 

Exam Practice Questions

Ready to jump in? The sample tool below is not scored—it’s just an easy way to quiz yourself. To use it, read the scenario, then click the answer you think is correct. Some questions may have more than one correct answer. Click Submit to learn whether the answer you chose is correct or incorrect, and why. If there’s a longer explanation, click 

  to expand the window, then click anywhere in the window to close it. When you reach the end, you can review the answers or retake the questions.

 

Exam Topic Flashcards

The following flashcards cover Chatter, tasks, and events. Use these interactive flashcards to brush up on some of the key topics you'll find on this part of the exam. 

Read the question or term on each card, then click on the card to reveal the correct answer. Click the right-facing arrow to move to the next card, and the left facing arrow to return to the previous card. 

 

Looking for more information? Explore these related badges. 

BadgeContent Type

Chatter for Lightning Experience
Lightning Experience Productivity
Lightning Experience for Salesforce Mobile App
Salesforce Mobile App Customization
Outlook Integration

Congratulations! You’ve covered 30% of the Administrator Certification test material in this badge. That's a lot! You've reviewed these sections:

  • Sales and marketing applications
  • Service and support applications
  • Productivity and collaboration

Be. sure to review the other two Administrator Certification Prep badges.  Good luck on your exam!

Quiz

1. The Activity Management and Collaboration section makes up what percentage of the Salesforce Administrator Certification exam?
A.3%
B.5%
C.7%
D.9%
 
2. Which key topics are covered in the Activity Management section of the Salesforce Administrator Certification exam?
A.Chatter and Lightning for Outlook
B.Chatter and Communities
C.Chatter and Data Import Wizard
D.Chatter and Activities
 

데이터 및 분석 관리 실습

학습 목표 

이 단원을 완료하면 다음을 수행할 수 있습니다. 

  • 데이터 가져오기, 업데이트, 전송, 대량 삭제, 내보내기 및 백업 시 고려 사항을 설명합니다.
  • 데이터 검증 도구의 기능과 의미를 설명합니다.
  • 보고서 또는 보고서 유형을 만들거나 사용자 지정할 때 사용할 수 있는 옵션을 설명합니다.
  • 보고서에 대한 공유 모델의 영향을 설명합니다.
  • 대시보드를 만들고 수정할 때 사용할 수 있는 옵션을 보여줍니다.

주요 주제 영역 

이 단원은 전체 시험의 14%를 차지하는 Salesforce 관리자 시험의 분석 섹션을 준비합니다. 시험의 이 섹션에서는 이러한 주제를 테스트합니다. 

  • Data types
  • Validation rule
  • Data Import Wizard
  • Data Loader
  • Recycle Bin
  • Merge function
  • Mass Transfer
  • Mass Delete
  • Duplicate Matching
  • External ID
  • Data Export
  • Report creation
  • Custom reports
  • Editing and customizing reports
  • Dashboard components
  • Data sharing
  • Report and dashboard filters

This unit provides a number of interactive, real-world, scenario-based questions that are a lot like the ones you'll encounter as a Salesforce administrator. Looking at these scenarios helps prepare you to take the data and analytics section of the Salesforce administrator exam. As you tackle the practice questions, you get immediate feedback on your answers, along with detailed information on why your answers are correct (or incorrect). 

You can also find interactive flashcards to help you prepare for the data and analytics section of the exam. 

Download the Guide 

Would you like a hard copy of the contents in these modules? Each module includes a link to a printable version you can download. Download the Administrator Certification Prep: Data and Automation guide

Note 

For more information on the Salesforce Administrator Certification exam prep, logistics and policies, and maintenance, see the Get Started with Administrator Certification Prep unit in the Administrator Certification Prep: Configuration, Setup and Objects module.

Exam Practice Questions 

Ready to jump in? The sample tool below is not scored—it’s just an easy way to quiz yourself. To use it, read the scenario, then click the answer you think is correct. Some questions may have more than one correct answer. Click Submit to learn whether the answer you chose is correct or incorrect, and why. If there’s a longer explanation, click 

 to expand the window, then click anywhere in the window to close it. When you reach the end, you can review the answers or retake the questions.

 

Exam Topic Flashcards

The following flashcards cover reports, dashboards, and data sharing. Use these interactive flashcards to brush up on some of the key topics you'll find on this part of the exam. 

Read the question or term on each card, then click on the card to reveal the correct answer. Click the right-facing arrow to move to the next card, and the left facing arrow to return to the previous card. 

 

Looking for more information? Explore these related badges. 

BadgeContent Type
Data Quality
Improve Data Quality for
Your Sales and Support Teams
Data Management
Import and Export
with Data Management Tools
Create Reports and Dashboards
for Sales and Marketing Managers
Reports & Dashboards
for Lightning Experience
Lightning Experience Reports
& Dashboards Specialist

Congratulations. You’ve covered data and analytics management. Up next, workflow and automation. Let's go!

Resources

Quiz

1. The Data Management section makes up what percentage of the Salesforce Administrator Certification exam?
A.5%
B.8%
C.10%
D.14%
 
2. Which key topics are covered in the Data Management section of the Administrator Certification exam?
A.Permissions sets, objects, and CSV files
B.Data loader, Data Import wizard, and external IDs
C.Record IDs, IP restrictions, data quality
D.Network settings, and data export service, field mapping
 

Study Up on Workflow and Automation

Learning Objectives

After completing this unit, you will be able to: 

  • Identify the appropriate automation solution based on the capabilities of the tool.
  • Describe capabilities and use cases for Flow
  • Describe and demonstrate capabilities and use cases for the approval process.

Key Topic Areas

This unit prepares you for the workflow and automation section of the Salesforce administrator exam, which makes up 16% of the overall exam. This section of the exam tests these topics. 

  • Workflows
  • Process Builder
  • Flow Builder
  • Approval Process

Like the previous unit, this unit contains practice scenario-based questions and flashcards. 

Exam Practice Questions

Ready to jump in? The sample tool below is not scored—it’s just an easy way to quiz yourself. To use it, read the scenario, then click the answer you think is correct. Some questions may have more than one correct answer. Click Submit to learn whether the answer you chose is correct or incorrect, and why. If there’s a longer explanation, click 

  to expand the window, then click anywhere in the window to close it. When you reach the end, you can review the answers or retake the questions.

 

Exam Topic Flashcards

The following flashcards cover workflows and automation. Use these interactive flashcards to brush up on some of the key topics you'll find on this part of the exam. 

Read the question or term on each card, then click on the card to reveal the correct answer. Click the right-facing arrow to move to the next card, and the left facing arrow to return to the previous card. 

 

Looking for more information? Explore these related badges. 

BadgeContent Type
Salesforce Flow
Automate Business Processes for a Recruiting App
Build a Discount Approval Process
Quick Start: Process Builder
Build a Battle Station App

Practice Exam

Congrats! You've completed your Salesforce Administrator certification prep. Ready to put your knowledge to the test? The link below will take you to a timed Salesforce Certified Administrator interactive practice test. This practice test is designed to mimic the actual Administrator exam. When taking the test, be sure to read each question carefully then click on the answer you believe to be correct. Note: some questions may have more than one correct answer. If you are unsure of an answer and would like to come back to it later, click “Review” in the upper right-hand corner to mark a question for review.

 When you reach the end of your practice test, click “Submit” to submit your answers. You'll be taken to a results screen which will display your overall practice test score, the time taken to complete the test, and how you performed on each section. If you'd like to review questions and answers in detail, click “Review” from the results page. You may print your results by clicking the “View/Print” button. Good luck, Trailblazer!

Quiz

1. The Workflow and Automation section makes up what percentage of the Administrator Certification exam?
A.8%
B.10%
C.12%
D.16%
 
2. Which key topics are covered in the Workflow and Automation section of the Administrator Certification exam?
A.List views, process builder
B.Opportunities, Chatter activity
C.Creating workflows, approval processes
D.Approval processes, Salesforce Knowledge
 
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