Salesforce Admin Certification Study Guide
(2023/ 2024 New Update) Complete with
Questions and Verified Answers| 100%
Correct
QUESTION
What is
... [Show More] Multi-currency and how is it set up?
Answer:
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
QUESTION
What are the three levels of currencies?
Answer:
corporate (administrators set, user profile, user record
QUESTION
What is the App Exchange and when is it used; currency rate app?
Answer:
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
QUESTION
What are the benefits of Advanced currency management?
Answer:
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.
QUESTION
What makes Mass Edits possible?
Answer:
enabling enhances lists and inline editing
QUESTION
How are Tasks and events tracked and why are they used?
Answer:
as both upcoming and completed records, allowing users to use analytic tools to measure and
monitor activities.
QUESTION
When are tasks and events tracked in Open Activities?
Answer:
Only when they are not yet complete or are scheduled in the future
QUESTION
When are tasks and events and sent emails tracked in the Activity History related list?
Answer:
Only when the tasks or events have already been completed
QUESTION
Within what two different areas of the set up menu are calendar settings accessed?
Answer:
User Interface settings are set in the user interface node
Calendar details are set in the activity settings node
QUESTION
What are the characterstics of the Customize search settings and search layouts?
Answer:
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)
QUESTION
What are the benefits of the customize search settings and search layouts?
Answer:
helps users quickly find the information they need
QUESTION
What is the purpose of the customize search settings?
Answer:
allows users to search just on their own records, and to set the number of result [Show Less]