1 Flashcards
XWhat is possible using Content? (Choose 3)
A. Track Recipient activity
B. Share content using link with outside your company
C. Share content inside your organization
D. Publish content to company’s website
A, B, and C
XWhat can be customized in content? (choose 2)
A. Content type
B. Content Value
C. Validation Rules
D. Page Layouts
A and C
XWhat is true about Idea Comments?
A. Admin can get emails based on Comments
B. They are used to vote for new functionality
C. They are used for points
A
XWhere you can see the SFDC release information? (Choose 3)
A. AppExchange
B. Salesforce.com
C. Success
D. IdeaExchange
B, C, and D
Criteria - Based sharing rules cannot be created for which Object?
A. Accounts B. Solutions C. Cases D. Contacts E. Opportunities F. Custom objects
B
Which function can be used to compare the expression or fields with the list of static values. Choose 2
A. CONTAINS
B. ISPICKVAL
C. VALUE
D. ISNumber
A and B
XWhen submitting case to IT support of Sales force to get the investigation log of some former employee, what they will not provide?
A. Password to decrypt the log
B. Encrypted log file
C. Coaching on how to translate the log file to get information
A
When is add Time Trigger button disabled (OR When can you not add Time Trigger in Workflow)? Choose 3
A. When Workflow is Inactive
B. Every time Record is created or updated
C. When workflow is Inactive but there is pending action in Queue
D. When Workflow is Active
B, C, and D
Universal container wants once a Stage of Opportunity is set to Analysis, in 2 days stage should be flagged as red and notification mail should be sent to CEO. What should be done?
A. Create a validation rule to stop editing stage after 2 days
B. Create a formula field to stop editing after 2 days
C. Create a Workflow Approval Process to mark stage red
D. Create a workflow time trigger to send an email to CEO after 2 days
D
XWhat are included in Force.com platform? Choose 3
A. Ideas
B. Global Trusted Infrastructure
C. Appexchange
D. UI
B, C, and D
A company called Universal Containers would like to track bugs within Salesforce. The company needs to track the bug’s severity and type as well as its status and description. Bugs should be related to Cases, but the bug’s owner will be different than the owner of the case. How can the Universal Containers administrator meet these requirements?
A. Create a relationship between the standard bug object and the standard case object
B. Create a section on the case page layout
C. Create a field on cases
D. Create a custom object for bugs and relate it to cases
D
XOn Salesforce console if a user wants to see more fields in Parent object mini layout while viewing Child Detail Page A. Change Page Layout B. Change Mini Page Layout C. Change Console Layout D. Chage Mini Console layout
B
What alert can be used for Workflow? A. Task Assigning to specific user B. Field Update C. Opportunity Field Update D. Opportunity Time Based Escalation
A
XWhich cannot be customized in Ideas? A. Communities B. Page layout C. Half Life D. Search layouts
B
XAs an end user what are two things you can do in content? Choose 2 A. Post B. Subscribe C. Read D. Edit
B and C
XWhich is the part of Force.com platform Choose 2
A. Force.com IDE
B. Sandbox
C. Metadata API
B and C
Validation rules help in business process for what?Choose 2 A. Validating Page Layouts B. Validating ranges C. Validating Buttons D. Validating data types
B and D
XWhich are not a capability of a delegated administrator?
A. Create /edit users and reset passwords
B. Assign users to specified profiles
C. Create personal groups for users
D. Login as a user who has granted login access
E. Create default sales teams
F. Create custom fields
G. Create Custom Objects
F
XWhat is true about Custom Buttons? Choose 2
A. It is displayed on top of page layout
B. It is displayed on left side of standard button
C. It is displayed on right side of standard button
D. It is displayed on top and bottom of page layout
C and D
System admin wants to ensure that any user should not be able to edit the Account of other User
A. Set OWD for account as private
B. Remove Edit permission from profile
C. Set OWD for account as public read only
C
XPersonal Tags can be viewed by admins
True or False
False
XWhat is not supported by Content? A. Custom Field B. Custom Page layout C. Validation D. Workflow
B
XWhat is used to manage Content? Choose 2 A. Libraries B. Folders C. Links D. Directories
A and C
XHow many characters a formula field can support (including spaces, return characters, and comments)? A. 200 B. 300 C. 1900 D. 3900
D
XCommunities are not supported by: A. Partner Portal B. Customer Portal C. Self service Portal D. Internal Salesforce user
C
What is true about Territory Assignment Rules? Choose 2
A. Rules Run when an Account updated or created via Connect offline
B. Rules Run If an account created by Salesforce Mobile
C. Rules Run when duplicate accounts merged.
D. Rules Run when products updated in Opportunity.
B and C
XWhat triggers the Big Deal alert? Select all that apply: Choose 2 A. Opportunity Amount B. Closing Date C. Sales process stage D. Probability Threshold
A and D
If you implement Territory Management, your role hierarchy will be copied to your Territory structure.
True or False
False
XA Custom Button can be used on: A. Detail Page layout, Search Layout, List views B. Detail Page Layout C. Search Layout D. List Views
A
What is the minimum permission required for a user to be approver of any record?
A. Read only permission on Object
B. Modify All permission on profile
C. View All permission on profile
A
XWhat can be used to reduce the size of Formula field? (Choose 2)
A. CASE
B. CONTAINS
C. IF
A and B
A Salesforce object can exist independent of an application.
True or False
True
What is true about cross object formula fields? (Select 2)
A. Fields on Parent can be referred
B. Fields on Grand Parent can be referred
C. Fields on Parent can be referred only using lookup
D. Fields on Grand Parent can only be referred using Master Details
A and B
XSteps to enable Customizable Forecasting
FSHEP
• (F) - Define your (F)iscal year
• (S) - Set forecast (S)ettings such as date, type, default view, and sharing
• (H) - Customize your forecast (H)ierarchy
• (E) - (E)nable customizable forecasting
• (P) - Set user (P)ermissions
XHow do you give users access to Salesforce CRM Content? (name 2 ways)
Give users access to Salesforce CRM Content by assigning feature licenses in one of the following ways:
- select Autoassign feature licenses to existing and new users.
- edit the user and select the Salesforce CRM Content User checkbox
Custom profiles
Can be created by cloning standard profiles. Can change settings that can’t be changed in standard profiles.
Permission sets
A collection of settings and permissions that give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend users’ functional access without changing their profiles.
XDelegated Administration
Use delegated administration to assign limited administrative privileges to users in your organization who aren’t administrators.
Delegated administrators can:
Create and edit users in specified roles and all subordinate roles. User editing tasks include resetting passwords, setting quotas, creating default opportunity teams, and creating personal groups for those users
Unlock users
Assign users to specified profiles and permission sets
Create public groups and manage membership in specified public groups
Log in as users who have granted login access to their administrator
Manage custom objects
capabilities of territory management and the implications to the sharing model
Territory management is an account sharing system that grants access to accounts based on the characteristics of the accounts. (such as postal code, industry, revenue, or a custom field that is relevant to your business)
Account ownership and its effect on record sharing remains valid and unchanged when territory management is in use.
Territory management only affects accounts and the standard objects that have a master-detail relationship to accounts. For example, opportunities are included in territory management but leads are not.
Key benefits of territory management include:
- The ability to use account criteria to expand a private sharing model.
- Support for complex and frequently changed sales organization structures.
- Support for transferring users between territories, with the option to retain opportunities.
- Multiple forecasts per user, based on territory membership.
- Territory-based sales reports.
There is a custom field on contact object called Salary that is hidden for all profiles except the system administrator. How can the administrator grant Read-Only access to the Salary field to the recruiters and assistants, which have two different profiles.
Choose 2
A. Change the access levels in the Recruiter and Assistant profiles to Read-Only for the Salary field.
B. Create a sharing rule for the Contact object using criteria-based sharing on the Salary field.
C. Create a permission set with Read-Only access to the Salary field and assign it to the assistant and recruiter
users.
D. Create a new profile for the assistants and recruiters and reassign these users to the new profile.
A and C
XSales representatives are reporting trouble syncing quotes with their related opportunities.
What is a possible explanation for this problem?
Choose 2
A. The attached currency is no longer active.
B. The quote contains an archived list price.
C. The quote is attached to a closed opportunity.
D. The user does not have Edit permissions on the quote.
A and B
XWhat should an administrator consider when setting up and maintaining Salesforce Knowledge?
Choose 3
A. Data category visibility is assigned through roles and profiles.
B. Article version numbers must be assigned by a Knowledge Manager for tracking.
C. Knowledge settings must be configured in order for users to be able to create articles from cases.
D. Solution category browsing must be enabled in Solution settings
A, C, and D
The sales manager at Universal Containers wants to see all opportunities that do not have any activities.
Which report type could be used to meet this requirement?
Choose 2
A. A custom report type with Opportunity as the primary object and Activity as the secondary object
B. An opportunity report with a cross-object filter of opportunities without activities
C. A joined report using an opportunity report in Block A; a task and event report filtered by tasks for Block B
D. A standard opportunity filtered by the field Last Activity and a custom date range that is blank
B and D
Requirement to report on opportunities where the probability has dropped beneath 50%. The administrator has created a custom checkbox as a way to identify these records. What else should the administrator do to meet this requirement?
A. Enable field history tracking on the field and include the history in the report filter.
B. Create an approval process that submits the opportunity for approval when the custom checkbox is true.
C. Create a workflow rule that updates the field when the probability drops below 50%.
D. Build a validation rule that displays an error when the user enters the probability to less than 50%.
C
XIn Salesforce Territory Management, a territory hierarchy is different from a role hierarchy in that it…
A. grants login access to all users in a territory.
B. supports assigning users to multiple territories.
C. automatically assigns users to sales teams in the territory.
D. gives users in a territory full edit access to all accounts in that territory.
B
Territory hierarchy is about assigning users to opportunities.
Role hierarchy is about broadening visibility to records up the chain of command so managers can see records owned by their subordinates
An administrator wrote a field update action for a workflow rule on a field that is hidden via Field-Level Security. When the workflow rule triggers, what happens to the data in the hidden field?
A. The field will fail to update and remain in its original state.
B. The field is updated, even though it is hidden.
C. The field will only update if the rule was triggered by a time-based trigger.
D. The field will only update if the user has “Modify All Data” enabled in the profile.
B
Workflow rules run whether or not the end user is able to see the field.
A company called Universal Containers would like to track bugs within Salesforce. The company needs to track the bug’s severity and type as well as its status and description. Bugs should be related to Cases, but the bug’s owner will be different than the owner of the case. How can the Universal Containers administrator meet these requirements?
A. Create a section on the case page layout
B. Create a field on cases
C. Create a custom object for bugs and relate it to cases
D. Create a relationship between the standard bug object and the standard case object
C
The relationship would be established using a lookup to the cases object so that independent ownership can be established. It will also allow the related bugs to be visible as a related list on the cases screen.
List the order in which automation features trigger when a user saves a record
- V System Validation Rules
- B All Apex BEFORE Triggers
- V Custom Validation Rules
- A All Apex AFTER triggers
- A Assignment Rules (leads/cases)
- A Auto-Response (leads/cases)
- W Workflow Rules (In order: Field Updates; Tasks; Email Alerts)
- P Processes
- E Escalation Rules (cases)
- P Post-commit logic (Parent Roll-up Summary fields triggers all of the above on the parent object)
True of False?
A Salesforce object can exist independent of an application.
True
You do not have to create a custom tab or assign a custom object to an application.
True or False?
Validation rules are executed for fields that are stored in the object but not part of the displayed page layout.
True
Validation rules are executed for all fields on an object regardless of whether or not they are displayed on the page layout.
What is the maximum number of objects that can be associated in a custom report type?
A. 1
B. 2
C. 3
D. 4
E. You can’t create custom report types for multiple objects
D
You can add up to four objects to a custom report type.
However, some of the object combinations you choose may not be able to reach that limit.
XWhat are some of the limitations of a Developer org?
20 MB of file and 20 MB of data
5000 API call/24 hours
Limited number of Partner, Customer Portal, Mobile, & Platform Licenses
What happens to the record you specify as the loser during a merge?
A. The record will go to the recycle bin for 30 days.
B. The record will be immediately deleted
C. The record will be stored in a hidden object called “merge data”
D. The record will be stored on the winning record so you can see the audit history
A
What happens to any field level data related to a losing record during a record merge?
If the field is not populated on the winning record, the data will be brought over from the losing record.
XHow many letters do you have to enter for the auto-complete to work? A. 1 B. 2 C. 3 D. 4
A
Auto complete will begin to auto prompt on the first keystroke.
When creating a report based on a Report Type that is a custom object, what happens if you later delete the custom object?
A. The report type remains
B. The report type is deleted
C. The report type and all related reports are deleted
D. The report type is deleted but all existing reports remain
C
When you delete a custom report type, any reports based off it will also be deleted. Furthermore, any dashboard components created from a report based off of a deleted custom report type display an error message when viewed.
The administrator has implemented a validation rule ensuring that the Reason Won/Lost field is populated when an Opportunity is closed. The sales manager reports that the Reason Won/Lost field is blank for some records. What is a possible explanation? Choose 2
A. There is a workflow rule that is closing some of the opportunities
B. The Reason Won/Lost field is missing from one of the page layouts.
C. Some users do not have Edit acces to the Reason Won/Lost field.
D. The validation rule formula has an exclusion for certain profiles
A and D - Confirmed
Validation rules can be written to exclude certain profiles. Fields could also be blank if a workflow rule updates the record, since the workflow rule runs after the validation rule has already done its check.
What is a consideration for creating a master-detail relationship between two custom objects? (Choose 3)
A. The related lookup field is a required field on the child record.
B. The master object is the primary object in a standard report type.
C. Custom summary fields can be created on the child record.
D. The child record is deleted when its parent record is deleted.
E. The child record remains when its parent record is deleted.
A, B, and D - Confirmed
An administrator has been asked to restrict visibility on cases with a particular record type to a select group of five users. One user has Support Manager profile and four have Support Representative profile. How can the administrator meet this requirement?
A. Create a public group for the users and use criteria-based sharing rules to share cases with the record type with that group.
B. Modify the Support Manager and Support Representative profiles to View All Data access on all cases with the record type.
C. Create a new profile for the five users with View All Data access; remove access to the record type from all other profiles.
D. Create a public group for the users and a custom parent case record with the record type; share this case by record owner.
A - Confirmed
Universal Containers uses Salesforce for recruiting. Candidate records are related to interviewer (employee) records using a junction object. The company needs a report of which employees interviewed each candidate. How can the administrator meet this requirement?
A. Create an analytic snapshot to track interviewers and candidates over time.
B. Create a custom report type using the Candidate object as the primary object.
C. Create a joined report to summarize related candidate and employee information.
D. Create a custom report that buckets candidates by their interviewers.
B - Confirmed
Describe the difference between a lookup and a master-detail relationship?
Lookup: Creates a relationship that links this object to another object. The relationship field allows users to click on a lookup icon to select a value from a popup list. The other object is the source of the values in the list.
Master-detail: Creates a special type of parent-child relationship between this object (the child, or “detail”) and another object (the parent, or “master”).
Describe the properties and considerations for Master Detail Relationship records/fields
The relationship field is required on all detail records.
Once the value of the relationship field has been saved, it cannot be changed.
The ownership and sharing of a detail record are determined by the master record.
When a user deletes the master record, all detail records are deleted.
You can create rollup summary fields on the master record to summarize the detail records.
If a new validation rule is created and there is data already stored that violates the rule, when will Salesforce catch the problem?
A. Immediately
B. When the record is first viewed
C. When the record is edited
D. When the record is edited, then saved
E. The record is not affected because it was created before the creation of the validation rule.
D - Confirmed
What are the two questions that you should ask yourself when trying to decide how to set Organization Wide Default permissions for an object?
Select all that apply:
A. Who is the most restricted user?
B. Are there objects that should not be viewed/edited by a user?
C. How often will users change roles?
D. Who is the least restricted user?
A and B
Who are the three types of users that can grant sharing privileges on a given record? Select all that apply A. Owner B. Anyone higher in the role hierarchy C. Systems admin D. Group Members E. Executives
A, B, and C
True or False?
if you are granted access to a record through manual sharing or sharing rules, you can share the record to someone else
True
But only if granted Full Access to the record.
True or False?
The system administrator profile can be modified to restrict permissions to view and modify data
False
System Administrator is a Standard profile and cannot be modified.
XWhich of the following are standard salesforce applications? Select all that apply: A. Sales B. HR mgmt C. Social Media D. Marketing E. Call Center
A, D, and E
True or False?
Steps can be added to an active approval process.
False
Steps cannot be added after the process has been activated.
How many fields can you track per object using Field History Tracking? A. 5 B. 20 C. 50 D. Unlimited E. None of the above
B
You can track up to 20 fields for Field Tracking History. Don’t confuse this with Chatter feed notifications which can track more than 20 fields.
How would an administrator ensure that users are not able to edit account records owned by other users?
A) Set the organization wide default for accounts to Public Read/Write
B) Remove edit access from the account object on the user profile.
C) Set the organization wide default for accounts to Public Read Only.
D) Override the Edit button on the account object with an Apex trigger to limit edit access to account owners only
C
Suri only has the “read” permission for the case object on her profile. A criteria-based sharing rule gives her read/write access to product support cases. Will Suri be able to edit product support cases?
No - confirmed
Note - when working with object access, the most restrictive wins
Both a sharing rule and an account team give Jose access to the Dixon account. The sharing rule gives him read access, and the account team gives him read/write. Will Jose be able to edit the Dixon account?
Yes - confirmed
Note - when working with record access, the most permissive wins
Tom’s account page layout makes the Rating field required, but his field level security settings make the field read only. Will Tom be able to edit the Rating field?
No - FLS settings make the field read only - confirmed
Note - when working with field access, the most restrictive wins.
What are the benefits of creating a custom tab for a custom object?
- An object home page, configurable through the object’s search layouts
- Records become searchable
- New records can be created from Create New… on sidebar
confirmed
Why might you choose not to create a custom tab?
If you only need to access records from the related list on a parent record, or if you go over your custom tab limit.
confirmed
What is the key difference between a master-detail and a lookup relationship?
Security - Detail records in master-detail relationships are controlled by the master record (ownership, sharing, deletion) whereas child records in a lookup relationship have their own security settings.
confirmed
Why might you use a junction object?
To link two objects together in a many-to-many relationship
confirmed
What are the benefits of creating a custom app?
Give users access to just the tabs and objects they need
confirmed
How many version of a flow can be active at one time?
One - confirmed
XWhen territory management is enabled, what determines record access to accounts and associated contacts, cases, and opportunities?
Same as always, plus territory management
record ownership, OWD, role hierarchy, sharing rules, teams, manual sharing
XWhen territory management is enabled, what determines record access to accounts and associated contacts, cases, and opportunities?
confirmed -
Same as always, plus territory management
(record ownership, OWD, role hierarchy, sharing rules, teams, manual sharing)
What three things should you check before installing an app from the AppExchange?
confirmed -
Price, compatibility with your edition, and whether or not it is a managed package
What standard Salesforce functionality can be used to enforce data quality? (name 5)
confirmed - Validation rules Custom lookup fields and lookup filters Custom formula fields Record types and page layouts Workflow field updates
What are the different ways a flow can be deployed
confirmed -
Custom Button
Custom link
Visualforce page
True or False:
Field-level security can prevent searching on the values in a field.
False - confirmed
Field-level security doesn’t prevent searching on the values in a field. When search terms match on field values protected by field-level security, the associated records are returned in the search results without the protected fields and their values.
True or False:
Setting field-level security to “not visible” overrides modify all and view all data permissions.
True - confirmed
Even with global view all or modify all, or view all or modify all on an object, you will not be able to see a field if it is set to not visible for your profile (including System Administrators).
In a private sharing model, what is a possible reason a user can view an account record without being the record owner or system administrator? (Choose 2)
a. The user’s direct report in the role hierarchy owns the account.
b. The user is a member of a queue that owns the account.
c. The user is a member of the account team.
d. The user is in a public group at the top of the group hierarchy.
A and C - confirmed
A sales representative changed the ownership of an account that they owned. What impact will this have on sharing? (Choose 2)
a. All criteria-based sharing rules will be recalculated.
b. All ownership-based sharing rules will be recalculated.
c. Users who had access through manual sharing will lose access.
d. Related opportunity records will become Read-Only for account team members.
B and C - confirmed
Notes: When the owner of an account is changed, all ownership-based sharing rules will be recalculated and users who had access through manual sharing will lose access. If ownership is changed through the UI, the sales representative can choose whether to keep the account team associated with the record.
An administrator needs to create a field called Desired Salary on a custom Job Applicant object. Only users with the Recruiting profile should be able to view and report on this field. How can an administrator accomplish this?
a. Edit the field-level security on the Desired Salary field to Visible for only the Recruiting profile.
b. Create a new record type and page layout for the Job Applicant object for the Recruiting profile.
c. Grant View All object permissions to the Recruiting profile for the Job Applicant object.
d. Only add the Desired Salary field to a page layout that is assigned to the Recruiting profile.
A - confirmed
Notes: An administrator should edit the field-level security on the Desired Salary field to be Visible for only the Recruiting profile. Using page layouts restricts access to a field on record detail and edit pages, but users can still access the field in related lists, search results, reports, and list views.
XWhat is a capability of territory management? (Choose 2)
a. Territory hierarchy grants access to accounts.
b. Users can only be assigned to one territory.
c. Accounts can be assigned to one or more territories.
d. Role hierarchy and sharing rules are ignored.
A and C - confirmed
Notes: Territory management grants users access to accounts based on the characteristics of the accounts. Users can be manually assigned to one or more territories. Accounts can be manually assigned or assigned using account assignment rules to one or more territories. Territory hierarchy grants access to accounts and their related records. Record access to accounts and their related records is simultaneously controlled by record ownership, organization–wide defaults, role hierarchy, sharing rules, teams, manual sharing, and territory hierarchy.
