ADM-201 V12.0 Flashcards
Admin Study Questions
Inline editing updates the field when?
- The field is saved/updated
- When the record is saved/updated
- When the return key is pressed
- None of the Above
Inline editing updates the field when?
- The field is saved/updated
- When the record is saved/updated
- When the return key is pressed
- None of the Above
If a company opts to use Custom Fiscal Years, they cannon use the standard forecasting option.
- True
- False
If a company opts to use Custom Fiscal Years, they cannon use the standard forecasting option.
- True
- False
Which of th efollow are not standard objects?
- Opportunities
- Solutions
- Job Applications
- Accounts
- Campaigns
Which of th efollow are not standard objects?
- Opportunities
- Solutions
- Job Applications
- Accounts
- Campaigns
Which of the following are part of the Service Cloud offering? (Choose all that apply.)
- Opportunities
- Knowledge
- Entitlements
- Campaigns
- Quotes
Which of the following are part of the Service Cloud offering? (Choose all that apply.)
- Opportunities
- Knowledge
- Entitlements
- Campaigns
- Quotes
Locale settings control how users view date formats, time formats and number formats.
- True
- False
Locale settings control how users view date formats, time formats and number formats.
- True
- False
If the company locate is set to US English, all users will have a default locale of US English and this cannot be changed.
- True
- False
If the company locate is set to US English, all users will have a default locale of US English and this cannot be changed.
- True
- False
If your company’s fiscal year follow the Gregorian calendar, you must use Custom Fiscal Years.
- True
- False
If your company’s fiscal year follow the Gregorian calendar, you must use Custom Fiscal Years.
- True
- False
In order to enable multi-currency feature in Salesforce, you must.
- Conatct Salesforce.com
- Check the Enable Multi-currency checkbox in your Chatter profile
- Operate your business in at least two different countries
- You cannot enable this feature once you’ve implemented Salesforce
In order to enable multi-currency feature in Salesforce, you must.
- Conatct Salesforce.com
- Check the Enable Multi-currency checkbox in your Chatter profile
- Operate your business in at least two different countries
- You cannot enable this feature once you’ve implemented Salesforce
Which feature effectivly allow you to “lock” the conveted amount on closed opportunities?
- Locale
- Company Profile
- Multi-Currency
- Advanced Currency Managment
- None of the above
Which feature effectivly allow you to “lock” the conveted amount on closed opportunities?
- Locale
- Company Profile
- Multi-Currency
- Advanced Currency Managment
- None of the above
User interface settings are global settings and apply to all users of an org.
- True
- False
User interface settings are global settings and apply to all users of an org.
- True
- False
Which of the follow are ture about List Views? (Choose all that apply.)
- Save list views for future use.
- Specify which groups of users have access to list view.
- Pring list views.
- Follow records and view related Chatter posts.
- Export List View data to Excel
- All of the above
Which of the follow are ture about List Views? (Choose all that apply.)
- Save list views for future use.
- Specify which groups of users have access to list view.
- Print list views.
- Follow records and view related Chatter posts.
- Export List View data to Excel
- All of the above
A________ defines a collection of settings and permissions that determines what users can see in the user interface, and what they can do.
- Role
- Chatter Feed
- Profile
- Company Profile
A________ defines a collection of settings and permissions that determines what users can see in the user interface, and what they can do.
- Role
- Chatter Feed
- Profile
- Company Profile
Which of the following is not a standard Profile? (Choose all that apply.)
- System Administrator
- Read Only
- Marketing Director
- Partner Portal User
- Standard Administrator
Which of the following is not a standard Profile? (Choose all that apply.)
- System Administrator
- Read Only
- Marketing Director
- Partner Portal User
- Standard Administrator
A user with a Chatter Free User profile has access to records in Salesforce such as Accounts and Contacts.
- True
- False
A user with a Chatter Free User profile has access to records in Salesforce such as Accounts and Contacts.
- True
- False
Standard profile permission cannont be edited.
- True
- False
Standard profile permission cannont be edited.
- True
- False
System administrators can modify tab settings for custom profiles (Default On, Default Off and Hidden)
- True
- False
System administrators can modify tab settings for custom profiles (Default On, Default Off and Hidden)
- True
- False
If a user leaves your company, the system administrator should do the following to prevent future access to the Salesforce org.
- Delete their user record
- De-activate their user record
- Delete any accounts or contacts owned by that user
- None of the above
If a user leaves your company, the system administrator should do the following to prevent future access to the Salesforce org.
- Delete their user record
- De-activate their user record
- Delete any accounts or contacts owned by that user
- None of the above
An active user record consumes a license.
- True
- False
An active user record consumes a license.
- True
- False
A system administrator can opt to lock users out of Salesforce or if they exceed a certain number of failed login attempts.
- True
- False
A system administrator can opt to lock users out of Salesforce or if they exceed a certain number of failed login attempts.
- True
- False
Where can a system administrator go if they are trying to determine why a user cannot log in to Salesforce? (Choose all that apply.)
- The Login History related list on the user’s record
- The user’s profile
- Manage Users | Login History
- Call salesforce.com Support
Where can a system administrator go if they are trying to determine why a user cannot log in to Salesforce? (Choose all that apply.)
- The Login History related list on the user’s record
- The user’s profile
- Manage Users | Login History
- Call salesforce.com Support
What should a system administrator use to disable an application for a group of users?
- Sharing Rules
- Web tabs
- Page layouts
- Profiles
- Roles
What should a system administrator use to disable an application for a group of users?
- Sharing Rules
- Web tabs
- Page layouts
- Profiles
- Roles
To prevent a user form loggin into Salesforce org outside normal buisness hours, the System Administrator would do this in:
- The user record
- The user’s profile record
- Network settings
- The role hierarchy
- None of the above
To prevent a user form loggin into Salesforce org outside normal buisness hours, the System Administrator would do this in:
- The user record
- The user’s profile record
- Network settings
- The role hierarchy
- None of the above
If a user tried to login outside the IP range specified in their profile, the result will be.
- They will be logged in as a normal
- The will have to reset their password
- They will be prompted to activate their computer
- They will be denied access
- None of the above
If a user tried to login outside the IP range specified in their profile, the result will be.
- They will be logged in as a normal
- The will have to reset their password
- They will be prompted to activate their computer
- They will be denied access
- None of the above
When a user logs in the first time Salesforce, the following takes place (Choose all that apply.)
- A cookie is placed in the browser
- Pop ups are automatically disabled
- Their IP address is added to a trusted list
- They are prompted to answer a security question
When a user logs in the first time Salesforce, the following takes place (Choose all that apply.)
- A cookie is placed in the browser
- Pop ups are automatically disabled
- Their IP address is added to a trusted list
- They are prompted to answer a security question
The system administrator needs to prevent telesales teams from loggin inot Salesforce outside of the office. How will he/she do this?
- There is not a way to do this
- Setup | Security Controls | Network Access and specify team’s range of IP addresses
- Add the range of IP addresses to the team’s profile(s)
- Contact salesforce.com as this feature must be enabled
The system administrator needs to prevent telesales teams from loggin inot Salesforce outside of the office. How will he/she do this?
- There is not a way to do this
- Setup | Security Controls | Network Access and specify team’s range of IP addresses
- Add the range of IP addresses to the team’s profile(s)
- Contact salesforce.com as this feature must be enabled
Permission sets can replace the need for profiles.
- True
- False
Permission sets can replace the need for profiles.
- True
- False
Only 1 permission set can be assigned to a user.
- True
- False
Only 1 permission set can be assigned to a user.
- True
- False
Used to set the default levels of access for users to records they do not own.
- Organization Wide Defaults
- Roles Hierarchy
- Profiles
- Sharing Rules
- Manual Sharing
Used to set the default levels of access for users to records they do not own.
- Organization Wide Defaults
- Roles Hierarchy
- Profiles
- Sharing Rules
- Manual Sharing
If a user has public read-only access to records [that he/she does not own], the following are true. (Choose all that apply.)
- The user can view the record but not edit it
- The user can view and delete the record, but not edit it
- The user can change the owner of the record
- The user can search for the record
- The user can report on the record
If a user has public read-only access to records [that he/she does not own], the following are true. (Choose all that apply.)
- The user can view the record but not edit it
- The user can view and delete the record, but not edit it
- The user can change the owner of the record
- The user can search for the record
- The user can report on the record
If there are any users in the organization that shouldn’t have view access to Account records, the OWD for Accounts should be set to:
- Public Read Only
- Public Read/Write/Transfer
- Private
- None of the above
If there are any users in the organization that shouldn’t have view access to Account records, the OWD for Accounts should be set to:
- Public Read Only
- Public Read/Write/Transfer
- Private
- None of the above
In a private sharing model, the following can be used when Role Hierarchy alone isn’t sufficient when providing record access to users (Choose all that apply.)
- Forecasting
- Sharing rules
- Manual Sharing
- Teams (Account, Sales and Case)
- Apex Triggers
In a private sharing model, the following can be used when Role Hierarchy alone isn’t sufficient when providing record access to users (Choose all that apply.)
- Forecasting
- Sharing rules
- Manual Sharing
- Teams (Account, Sales and Case)
- Apex Triggers
Criteria-based sharing rules allow administrators to share records based on field values rather than record ownership.
- True
- False
Criteria-based sharing rules allow administrators to share records based on field values rather than record ownership.
- True
- False
Public groups can be used to simplify the creation of sharing rules for Administrators.
- True
- False
Public groups can be used to simplify the creation of sharing rules for Administrators.
- True
- False
Public groups can be any combination of other public groups, users, roles and ________.
- Profile
- Roles & subordinates
- Managers
- None of the above
Public groups can be any combination of other public groups, users, roles and ________.
- Profile
- Roles & subordinates
- Managers
- None of the above
Sales reps at AW Computing need assistance from product managers when selling certain products. Product managers do not have access to Opportunities but need to gain access when assisting on a specific deal. How can the system administrator accomplish this?
- Notify the product manager using opportunity update reminders
- Use similar opportunities to show opportunities related to the product manager
- Enable account teams and allow users to add the product manager
- Enable sales teams and allow users to add the product manager
Sales reps at AW Computing need assistance from product managers when selling certain products. Product managers do not have access to Opportunities but need to gain access when assisting on a specific deal. How can the system administrator accomplish this?
- Notify the product manager using opportunity update reminders
- Use similar opportunities to show opportunities related to the product manager
- Enable account teams and allow users to add the product manager
- Enable sales teams and allow users to add the product manager
Manual sharing allows administrators to grant one-off access to individual records, users cannot grant this access even if they own the record.
- True
- False
Manual sharing allows administrators to grant one-off access to individual records, users cannot grant this access even if they own the record.
- True
- False
Who can manually share records?
- The record owner
- The record owner’s manager
- The record owner’s manager’s manager
- The system administrator
- All of the above
- None of the above
Who can manually share records?
- The record owner
- The record owner’s manager
- The record owner’s manager’s manager
- The system administrator
- All of the above
- None of the above
If Field Level Security prevents a user from viewing the Credit Card field on the Opportunity record, the user will also be prevented from seeing this field (Choose all that apply.)
- In a related list
- In search results
- In reports
- In list views
- All of the above
- None of the above
If Field Level Security prevents a user from viewing the Credit Card field on the Opportunity record, the user will also be prevented from seeing this field (Choose all that apply.)
- In a related list
- In search results
- In reports
- In list views
- All of the above
- None of the above
The following can be done by a System Admin to a standard field. (Choose all that apply.)
- Change the field label
- Add help text
- Add/edit values of a picklist
- Delete the field
- All of the above
- None of the above
The following can be done by a System Admin to a standard field. (Choose all that apply.)
- Change the field label
- Add help text
- Add/edit values of a picklist
- Delete the field
- All of the above
- None of the above
Use a __________ picklist to filter the values of one picklist based on the value of another picklist.
- Controlling
- Multi-select
- Dependent
- Independent
Use a __________ picklist to filter the values of one picklist based on the value of another picklist.
- Controlling
- Multi-select
- Dependent
- Independent
A checkbox can be the controlling field to a dependent picklist.
- True
- False
A checkbox can be the controlling field to a dependent picklist.
- True
- False
AW Computing needs to track the manufacturer and model for specific computers and laptops. How can the system administrator ensure that manufacturer selected influences the values available for model.
- Create a multi-select picklist field that includes both manufacturers and models.
- Create a lookup field from the manufacturer object to the model object
- Create a manufacturer field as a controlling picklist and the model as a dependent picklist
- Create a manufacturer field as the dependent picklist and the model as the controlling picklist.
AW Computing needs to track the manufacturer and model for specific computers and laptops. How can the system administrator ensure that manufacturer selected influences the values available for model.
- Create a multi-select picklist field that includes both manufacturers and models.
- Create a lookup field from the manufacturer object to the model object
- Create a manufacturer field as a controlling picklist and the model as a dependent picklist
- Create a manufacturer field as the dependent picklist and the model as the controlling picklist.
Lookup fields allow users to select a record from another object during data entry, creating a parent-child relationship.
- True
- False
Lookup fields allow users to select a record from another object during data entry, creating a parent-child relationship.
- True
- False
Which of the following are true about formula fields? (Choose all that apply.)
- They are read-only
- They will not display on record edit pages
- They will not display on record detail pages
- They are not searchable
- They will not display on reports
Which of the following are true about formula fields? (Choose all that apply.)
- They are read-only
- They will not display on record edit pages
- They will not display on record detail pages
- They are not searchable
- They will not display on reports
A cross object formula references fields from parent objects.
- True
- False
A cross object formula references fields from parent objects.
- True
- False
Page layouts are assigned to _____________.
- Users
- Profiles
- Roles
- Roles & subordinates
Page layouts are assigned to _____________.
- Users
- Profiles
- Roles
- Roles & subordinates
Use ____________ to filter or segment picklist values based on the user’s profile.
- Record Types
- User Profiles
- Role Hierarchy
- Business Processes
- Field Level Security
Use ____________ to filter or segment picklist values based on the user’s profile.
- Record Types
- User Profiles
- Role Hierarchy
- Business Processes
- Field Level Security
Which of the following objects support business processes? (Choose all that apply.)
- Cases
- Opportunities
- Campaigns
- Knowledge
Which of the following objects support business processes? (Choose all that apply.)
- Cases
- Opportunities
- Campaigns
- Knowledge
When creating a sales process, the System Administrator will be modifying/filtering the values of the __________ field.
- Amount
- Stage
- Next Steps
- Status
- Close Date
When creating a sales process, the System Administrator will be modifying/filtering the values of the __________ field.
- Amount
- Stage
- Next Steps
- Status
- Close Date
The system administrator has been asked to create a way to track Shipments of products to customers. Shipments should be closely tied to the Opportunity record and there may be more than one shipment record per Opportunity and the Opportunity should be required (i.e. Users cannot save a Shipment record without associating it to an Opportunity). The system administrator should create.
- A cross object formula displaying Opportunity ID on the Shipment record
- A Master - Detail relationship on the Shipment object to the Opportunity object
- A lookup relationship on the Opportunity object to the Shipment object
- A lookup relationship with a lookup filter from Opportunity to Shipment
The system administrator has been asked to create a way to track Shipments of products to customers. Shipments should be closely tied to the Opportunity record and there may be more than one shipment record per Opportunity and the Opportunity should be required (i.e. Users cannot save a Shipment record without associating it to an Opportunity). The system administrator should create.
- A cross object formula displaying Opportunity ID on the Shipment record
- A Master - Detail relationship on the Shipment object to the Opportunity object
- A lookup relationship on the Opportunity object to the Shipment object
- A lookup relationship with a lookup filter from Opportunity to Shipment
In order to create a many-to-many relationship between two objects, a junction object must be created. This junction object will have a Master-Detail relationship to both objects.
- True
- False
In order to create a many-to-many relationship between two objects, a junction object must be created. This junction object will have a Master-Detail relationship to both objects.
- True
- False
To enable Field History Tracking for an object, the system administrator must also add the related list to the page layout.
- True
- False
To enable Field History Tracking for an object, the system administrator must also add the related list to the page layout.
- True
- False
In order to update records using the Data Loader, what field must be present in the csv file?
- Owner
- Salesforce ID
- Record Owner
- Object Name
In order to update records using the Data Loader, what field must be present in the csv file?
- Owner
- Salesforce ID
- Record Owner
- Object Name
You will need a security token to access Salesforce via (Choose all that apply.)
- Import Wizard
- Data Loader
- Salesforce for Outlook
- All of the above
You will need a security token to access Salesforce via (Choose all that apply.)
- Import Wizard
- Data Loader
- Salesforce for Outlook
- All of the above
The Data Loader can de-duplicate records during import.
- True
- False
The Data Loader can de-duplicate records during import.
- True
- False
In order to import Opportunity records into Salesforce, a system administrator may use the Import Wizard.
- True
- False
In order to import Opportunity records into Salesforce, a system administrator may use the Import Wizard.
- True
- False
What should a system administrator consider before importing a set of records into Salesforce. (Choose all that apply.)
- The import file should include a record owner for each record
- Validation rules are not triggered when importing data using the import wizard
- Data should be de-duplicated in the import file prior to import
- Currency field values will default to the personal currency of the record owner
What should a system administrator consider before importing a set of records into Salesforce. (Choose all that apply.)
- The import file should include a record owner for each record
- Validation rules are not triggered when importing data using the import wizard
- Data should be de-duplicated in the import file prior to import
- Currency field values will default to the personal currency of the record owner
Which of the following can be used to create a back up of data from Salesforce? (Choose all that apply.)
- Weekly Data Export
- Data Loader
- Import Wizard
- Reports
- Dashboards
Which of the following can be used to create a back up of data from Salesforce? (Choose all that apply.)
- Weekly Data Export
- Data Loader
- Import Wizard
- Reports
- Dashboards
Deleted records will be stored in the Recycle Bin for up to 15 days.
- True
- False
Deleted records will be stored in the Recycle Bin for up to 15 days.
- True
- False
Which report type provides a simple list of data with no subtotals?
- Matrix
- Summary
- Tabular
- Custom
- Standard
Which report type provides a simple list of data with no subtotals?
- Matrix
- Summary
- Tabular
- Custom
- Standard
Use Custom Summary Formulas to create calculated summaries on numerical fields in _________ and ________ reports.
- Tabular and Summary
- Custom and Standard
- Summary and Matrix
- Matrix and Tabular
Use Custom Summary Formulas to create calculated summaries on numerical fields in _________ and ________ reports.
- Tabular and Summary
- Custom and Standard
- Summary and Matrix
- Matrix and Tabular
Which statement about custom summary formulas is true? (Choose all that apply.)
- Reports can be grouped by a custom summary formula result
- Custom summary formulas can reference a formula field within a report
- Custom summary formulas can reference another custom summary formula
- Custom summary formulas can be used in a report built from a custom report type
Which statement about custom summary formulas is true? (Choose all that apply.)
- Reports can be grouped by a custom summary formula result
- Custom summary formulas can reference a formula field within a report
- Custom summary formulas can reference another custom summary formula
- Custom summary formulas can be used in a report built from a custom report type
The following are true about scheduling and emailing reports.
- The running user determines whose data is visible on the report.
- The running user must have access to the folder in which the report is saved.
- All email recipients must have access to the same folder.
- The report is emailed within 30 minutes of the Preferred Start Time
- All of the above
The following are true about scheduling and emailing reports.
- The running user determines whose data is visible on the report.
- The running user must have access to the folder in which the report is saved.
- All email recipients must have access to the same folder.
- The report is emailed within 30 minutes of the Preferred Start Time
- All of the above
A Dashboard is a visual representation of data from multiple reports and (Choose all that apply.)
- Is comprised of up to 20 components
- Displays data from standard reports
- Has a running user to determine what data is visible
- Displays data as of the last time the dashboard was refreshed
- Always shows up to date data
- Can be scheduled to be refreshed and emailed automatically
A Dashboard is a visual representation of data from multiple reports and (Choose all that apply.)
- Is comprised of up to 20 components
- Displays data from standard reports
- Has a running user to determine what data is visible
- Displays data as of the last time the dashboard was refreshed
- Always shows up to date data
- Can be scheduled to be refreshed and emailed automatically
Users can post a static image of a component to the dashboard feed, a user feed or a group feed, this feature is called.
- Dashboard Component Snapshot
- The Running User
- Chatter Groups
- Dashboard Component
- Dynamic Dashboards
Users can post a static image of a component to the dashboard feed, a user feed or a group feed, this feature is called.
- Dashboard Component Snapshot
- The Running User
- Chatter Groups
- Dashboard Component
- Dynamic Dashboards
Dynamic Dashboards allow data to be displayed by the user viewing it, rather than by a specified running user - eliminating the need to create the same dashboard for multiple users.
- True
- False
Dynamic Dashboards allow data to be displayed by the user viewing it, rather than by a specified running user - eliminating the need to create the same dashboard for multiple users.
- True
- False
A Sales VP wishes to view Dashboard data by region within his territory - what feature will allow this?
- Dynamic Dashboards
- Dashboard Filters
- Dashboard Snapshots
- This is not possible
A Sales VP wishes to view Dashboard data by region within his territory - what feature will allow this?
- Dynamic Dashboards
- Dashboard Filters
- Dashboard Snapshots
- This is not possible
The System Administrator has been asked to ensure an email goes out to Sales Ops when an opportunity is closed notifying them of the closed deal. What evaluation criteria will the system admin use for the workflow rule?
- When a record is created
- When a record is created or updated
- When a record is created/updated and didn’t previously meet the trigger criteria
- None of the above
The System Administrator has been asked to ensure an email goes out to Sales Ops when an opportunity is closed notifying them of the closed deal. What evaluation criteria will the system admin use for the workflow rule?
- When a record is created
- When a record is created or updated
- When a record is created/updated and didn’t previously meet the trigger criteria
- None of the above
The support team has asked the System Administrator to automate the notification of a customer’s support plan ending - they would like for the Customer Support Rep to receive an email 30 days before the Support Plan Expires (Support Plan Expiration Date is on the Account record). What will the system administrator do?
- Create a workflow rule with a time-based trigger to fire 30 days before the Support Plan Expiration Date and use an email action to notify the assigned Support Rep
- Create a workflow rule with an immediate action to email the Support rep but with a due date of 30 days before the Support Expiration Date
- Create an Apex trigger to fire 30 days before Support Plan Expiration Date and use an email action to notify the assigned Support Rep
- This cannot be done
The support team has asked the System Administrator to automate the notification of a customer’s support plan ending - they would like for the Customer Support Rep to receive an email 30 days before the Support Plan Expires (Support Plan Expiration Date is on the Account record). What will the system administrator do?
- Create a workflow rule with a time-based trigger to fire 30 days before the Support Plan Expiration Date and use an email action to notify the assigned Support Rep
- Create a workflow rule with an immediate action to email the Support rep but with a due date of 30 days before the Support Expiration Date
- Create an Apex trigger to fire 30 days before Support Plan Expiration Date and use an email action to notify the assigned Support Rep
- This cannot be done
The system administrator was testing workflow rules and needs to delete pending time-based workflow actions. How can he/she do this?
- Delete the workflow rule
- Deactivate the workflow rule
- Delete the actions in the Time-based Workflow queue
- Reset passwords for all users of the org
- None of the above
The system administrator was testing workflow rules and needs to delete pending time-based workflow actions. How can he/she do this?
- Delete the workflow rule
- Deactivate the workflow rule
- Delete the actions in the Time-based Workflow queue
- Reset passwords for all users of the org
- None of the above
What feature would a system administrator implement to allow AW Computing’s prospects/customers to complete a form on the corporate website and have that data automatically become a lead in Salesforce?
- Auto Response Rules
- Assignment Rules
- Web-to-Lead
- Escalation Rules
What feature would a system administrator implement to allow AW Computing’s prospects/customers to complete a form on the corporate website and have that data automatically become a lead in Salesforce?
- Auto Response Rules
- Assignment Rules
- Web-to-Lead
- Escalation Rules
When a Lead is converted, an Account, Contact and _______ record are created.
- Lead
- Case
- Campaign
- Opportunity
When a Lead is converted, an Account, Contact and _______ record are created.
- Lead
- Case
- Campaign
- Opportunity
Queues can be made up of the following: (Choose all that apply.)
- Users
- Public Groups
- Roles
- Profiles
- External Chatter Users
Queues can be made up of the following: (Choose all that apply.)
- Users
- Public Groups
- Roles
- Profiles
- External Chatter Users
Assignment rules allow Leads and Cases to be automatically assigned to users and queues based on criteria defined by the system administrator.
- True
- False
Assignment rules allow Leads and Cases to be automatically assigned to users and queues based on criteria defined by the system administrator.
- True
- False
The system administrator needs to ensure that all Leads coming from the website are assigned a website lead queue, that all Leads for a recent trade show are assigned to Matt Wilson and all other leads are assigned to Phil Smith. The system administrator will:
- Create 3 assignment rules
- Create 1 assignment rule with multiple criteria entries
- Create an assignment rule and 2 workflow rules
- Use workflow rules to accomplish this
The system administrator needs to ensure that all Leads coming from the website are assigned a website lead queue, that all Leads for a recent trade show are assigned to Matt Wilson and all other leads are assigned to Phil Smith. The system administrator will:
- Create 3 assignment rules
- Create 1 assignment rule with multiple criteria entries
- Create an assignment rule and 2 workflow rules
- Use workflow rules to accomplish this
Auto response rules can be used to send an automated yet tailored response to customers based on the information they provide via the Web-to-lead form.
- True
- False
Auto response rules can be used to send an automated yet tailored response to customers based on the information they provide via the Web-to-lead form.
- True
- False
When Chatter is enabled in an org, the following happens (Choose all that apply).
- The Chatter app is added to the Force.com app menu
- The Chatter tab is added to all standard apps
- Accounts, Contacts, Cases, Leads and Opportunities are enabled for Chatter
- All users are added to the All Chatter group
- All of the above
When Chatter is enabled in an org, the following happens (Choose all that apply).
- The Chatter app is added to the Force.com app menu
- The Chatter tab is added to all standard apps
- Accounts, Contacts, Cases, Leads and Opportunities are enabled for Chatter
- All users are added to the All Chatter group
- All of the above
The Chatter Free license gives users the ability to access People, Profiles, Groups and Files as well as (Choose all that apply.)
- Make posts
- View comments
- Upload files
- Join groups
- View records
The Chatter Free license gives users the ability to access People, Profiles, Groups and Files as well as (Choose all that apply.)
- Make posts
- View comments
- Upload files
- Join groups
- View records
Chatter External license allow users outside the company to join public Chatter groups.
- True
- False
Chatter External license allow users outside the company to join public Chatter groups.
- True
- False
Who can invite Chatter customers into a Chatter group? (Choose all that apply.)
- The system admin
- Group owner
- All Chatter users
- None of the above
Who can invite Chatter customers into a Chatter group? (Choose all that apply.)
- The system admin
- Group owner
- All Chatter users
- None of the above
Folders are used to organize the following (Choose all that apply.)
- Dashboards
- Reports
- Documents
- Email templates
- All of the above
- None of the above
Folders are used to organize the following (Choose all that apply.)
- Dashboards
- Reports
- Documents
- Email templates
- All of the above
- None of the above
The _______ determines if a user can read, create and edit Contact records, the __________ determines if he can see/edit contact records owned by his subordinates.
- Role, Profile
- OWD, Sharing rules
- Sharing rules, Role Hierarchy
- Profile, Role
The _______ determines if a user can read, create and edit Contact records, the __________ determines if he can see/edit contact records owned by his subordinates.
- Role, Profile
- OWD, Sharing rules
- Sharing rules, Role Hierarchy
- Profile, Role
The page layout allows users to see the Next Steps field on an Opportunity record, Field Level Security dictates that the field is hidden, how will the field appear to the user?
- The field will be hidden from the user
- The field will be read only
- The field will be visible and editable to the user
- None of the above
The page layout allows users to see the Next Steps field on an Opportunity record, Field Level Security dictates that the field is hidden, how will the field appear to the user?
- The field will be hidden from the user
- The field will be read only
- The field will be visible and editable to the user
- None of the above
Record types specify the following elements.
- Picklist values
- Page layouts
- Business processes
- All of the above
- None of the above
Record types specify the following elements.
- Picklist values
- Page layouts
- Business processes
- All of the above
- None of the above
Which objects support business processes? (Choose all that apply.)
- Opportunities
- Leads
- Campaigns
- Accounts
- Solutions
- Cases
- Contacts
Which objects support business processes? (Choose all that apply.)
- Opportunities
- Leads
- Campaigns
- Accounts
- Solutions
- Cases
- Contacts
Lead assignment rules assign leads to owners and queues based on the criteria the system admin specifies within the rule.
- True
- False
Lead assignment rules assign leads to owners and queues based on the criteria the system admin specifies within the rule.
- True
- False
Which of the following are actions triggered by workflow rules? (Choose all that apply.)
- Task
- Field update
- Record update
- Record creation
- Outbound message
- Time trigger
Which of the following are actions triggered by workflow rules? (Choose all that apply.)
- Task
- Field update
- Record update
- Record creation
- Outbound message
- Time trigger
Will two different users get the same search results on searching for a common keyword?
- Yes
- No
Will two different users get the same search results on searching for a common keyword?
- Yes
- No
If a lead is converted without a value in the company field, what happens?
- A Business Account is created
- A Person Account is created
- You will be prompted to decide whether to create a Person or a Business Account
- Nothing
If a lead is converted without a value in the company field, what happens?
- A Business Account is created
- A Person Account is created
- You will be prompted to decide whether to create a Person or a Business Account
- Nothing
An Approval Process begins when a record is:
- Created
- Saved
- Edited
- Submitted for Approval
An Approval Process begins when a record is:
- Created
- Saved
- Edited
- Submitted for Approval
Time based workflow can be triggered every time a record is created or edited.
- True
- False
Time based workflow can be triggered every time a record is created or edited.
- True
- False
When you add a custom object tab, all of the following will be accessible with the object EXCEPT.
- Recent Items
- Sidebar Search
- Added to New Link/Create New Object Drop Down
- Custom Object Reports
When you add a custom object tab, all of the following will be accessible with the object EXCEPT.
- Recent Items
- Sidebar Search
- Added to New Link/Create New Object Drop Down
- Custom Object Reports
When you Delete a lead from a campaign, it deletes the lead record itself.
- True
- False
When you Delete a lead from a campaign, it deletes the lead record itself.
- True
- False
Which of the following SF applications enables organizations to speed and streamline all phases of sales?
- SF ideas
- SF content
- SF Automation
- SF Customer service and support
Which of the following SF applications enables organizations to speed and streamline all phases of sales?
- SF ideas
- SF content
- SF Automation
- SF Customer service and support
All of the following objects may have a queue EXCEPT.
- Accounts
- Cases
- Leads
- Custom Objects
All of the following objects may have a queue EXCEPT.
- Accounts
- Cases
- Leads
- Custom Objects
You can use standard reports when creating Dashboards.
- True
- False
You can use standard reports when creating Dashboards
- True
- False
Who can select the “sharing” button on Account and Opportunity records?
- The Record Owner, System Administrator, and a User shared to the record
- The Record Owner, a User shared to the record, and any User above the Record Owner in the Role Hierarchy
- The Record Owner, a User above the Record Owner, and the System Administrator
- The Record Owner and System Administrator
Who can select the “sharing” button on Account and Opportunity records?
- The Record Owner, System Administrator, and a User shared to the record
- The Record Owner, a User shared to the record, and any User above the Record Owner in the Role Hierarchy
- The Record Owner, a User above the Record Owner, and the System Administrator
- The Record Owner and System Administrator
YOU are working with a Professional Edition organization. They wish to install the Expense Tracker which requires the use of 4 custom tabs, 3 custom objects, and one custom app. If the company is already using 4 applications, 36 custom objects, and 7 custom tabs, what will happen when they try to install Expense Tracker?
- They will not be able to complete the installation process as they have reached the maximum number of custom tabs
- They will not be able to complete the installation process as they have reached the maximum number of custom objects
- The installation will succeed
- The installation will succeed, but only the reports
YOU are working with a Professional Edition organization. They wish to install the Expense Tracker which requires the use of 4 custom tabs, 3 custom objects, and one custom app. If the company is already using 4 applications, 36 custom objects, and 7 custom tabs, what will happen when they try to install Expense Tracker?
- They will not be able to complete the installation process as they have reached the maximum number of custom tabs
- They will not be able to complete the installation process as they have reached the maximum number of custom objects
- The installation will succeed
- The installation will succeed, but only the reports
Your organization is a US-based company with a default currency of US Dollars. As a sales rep, your personal currency set to British Pounds. You create an opportunity with a currency in British Pounds. The administrator updates the currency conversion rates. Which of the following best describes what happens to the amount of your British-Pound-based opportunity?
- The overall opportunity amount does not change but the converted amount in a report does.
- The overall opportunity amount and converted amount in a report changes
- Only newly created opportunities reflect the change
- Only historically created opportunities reflect the change
Your organization is a US-based company with a default currency of US Dollars. As a sales rep, your personal currency set to British Pounds. You create an opportunity with a currency in British Pounds. The administrator updates the currency conversion rates. Which of the following best describes what happens to the amount of your British-Pound-based opportunity?
- The overall opportunity amount does not change but the converted amount in a report does.
- The overall opportunity amount and converted amount in a report changes
- Only newly created opportunities reflect the change
- Only historically created opportunities reflect the change
Custom Links can be used for the following:
- Launching an External URL
- Running an S Control
- Running a report
- All of the Above
Custom Links can be used for the following:
- Launching an External URL
- Running an S Control
- Running a report
- All of the Above
It is possible to share a custom object record manually
- True
- False
It is possible to share a custom object record manually
- True
- False
You can customize the Opportunity Stage History related list on an Opportunity Page Layout.
- True
- False
You can customize the Opportunity Stage History related list on an Opportunity Page Layout.
- True
- False
Is possible to view a forecast based on all of the following EXCEPT:
- Territory
- Product Family
- Date Range
- Sales Team
Is possible to view a forecast based on all of the following EXCEPT:
- Territory
- Product Family
- Date Range
- Sales Team
Which of the following does a Profile control?
- Username and Password
- Role level access
- Read, Create, Edit, and Delete permissions
- Sharing rules
Which of the following does a Profile control?
- Username and Password
- Role level access
- Read, Create, Edit, and Delete permissions
- Sharing rules
If a lead, with a single marketing campaign is converted, the campaign information will map to the newly created contact and opportunity record automatically
- True
- False
If a lead, with a single marketing campaign is converted, the campaign information will map to the newly created contact and opportunity record automatically
- True
- False
Related Lists display the many side of a one-to-many relationship.
- True
- False
Related Lists display the many side of a one-to-many relationship.
- True
- False
Case Assignment Rules are based on elapsed time
- True
- False
Case Assignment Rules are based on elapsed time
- True
- False
Which of the following are true about Master/Detail relationship in custom objects? (Choose all that apply.)
- Sharing is inherited from parent
- Child needs to be manually deleted when parent is deleted
- Only child fields are available for reporting
- Lookup field child is required
Which of the following are true about Master/Detail relationship in custom objects? (Choose all that apply.)
- Sharing is inherited from parent
- Child needs to be manually deleted when parent is deleted
- Only child fields are available for reporting
- Lookup field child is required
When test driving an application on the AppExchange Directory, it is not possible to view the S-Control configurations of that application
- True
- False
When test driving an application on the AppExchange Directory, it is not possible to view the S-Control configurations of that application
- True
- False
Validation rules may evaluate an opportunity line item against the opportunity it’s associated with.
- True
- False
Validation rules may evaluate an opportunity line item against the opportunity it’s associated with.
- True
- False
An S-Control may be all of the following EXCEPT:
- HTML
- XML
- URL
- Snippet
An S-Control may be all of the following EXCEPT:
- HTML
- XML
- URL
- Snippet
If a profile does not have access to an application, that profile will also not have access to the tabs and objects of that application
- True
- False
If a profile does not have access to an application, that profile will also not have access to the tabs and objects of that application.
- True
- False
Which type of field cannot have universal requiredness?
- Lookup
- Text
- Number
Which type of field cannot have universal requiredness?
- Lookup
- Text
- Number
Custom Web Tab may consist of all the following EXCEPT:
- A URL
- A URL that passes salesforce.com data like an organization’s name
- An S-Control
- An S-Control snippet
Custom Web Tab may consist of all the following EXCEPT:
- A URL
- A URL that passes salesforce.com data like an organization’s name
- An S-Control
- An S-Control snippet
Custom lead fields can be mapped to which sets of objects in salesforce.com?
- Account, Contact, Opportunity, or Campaigns
- Account, Contact, or Opportunity
- Account or Contact Only
- Contact or Opportunity Only
Custom lead fields can be mapped to which sets of objects in salesforce.com?
- Account, Contact, Opportunity, or Campaigns
- Account, Contact, or Opportunity
- Account or Contact Only
- Contact or Opportunity Only
You can map a custom lead field to only one of the following objects at a single instance? (Choose all that apply.)
- Account
- Contacts
- Cases
- Opportunities
You can map a custom lead field to only one of the following objects at a single instance? (Choose all that apply.)
- Account
- Contacts
- Cases
- Opportunities
Once a field is hidden from a Profile using ‘Field Level Security’, a User associated to that Profile can still see the field using the following:
- List Views
- Reports
- Search
- None of the above, the user cannot see the field at all
Once a field is hidden from a Profile using ‘Field Level Security’, a User associated to that Profile can still see the field using the following:
- List Views
- Reports
- Search
- None of the above, the user cannot see the field at all
Is it possible to relate a person account to a contact on a business account.
- True
- False
Is it possible to relate a person account to a contact on a business account.
- True
- False
How is the expected revenue calculated in the opportunity?
- Amount multiplied by the total price of all opportunity line items
- The sales price on any line item times the probability of the opportunity
- Opportunity Amount multiplied by the probability
- Amount multiplied by the discount percent
How is the expected revenue calculated in the opportunity?
- Amount multiplied by the total price of all opportunity line items
- The sales price on any line item times the probability of the opportunity
- Opportunity Amount multiplied by the probability
- Amount multiplied by the discount percent
A custom lookup field can be added to create a relationship between a standard object and which of the following objects?
- Users and Custom Objects
- Leads, Accounts, Contacts and Custom Objects
- Users, Custom Objects and Campaigns
- Custom Objects, Contract and Campaigns
A custom lookup field can be added to create a relationship between a standard object and which of the following objects?
- Users and Custom Objects
- Leads, Accounts, Contacts and Custom Objects
- Users, Custom Objects and Campaigns
- Custom Objects, Contract and Campaigns
Assume the Organization Wide default sharing is set to private for all objects and no sharing rules have been create. You have two users in the Sales Rep Role, can they view each other’s data?
- Yes
- No
Assume the Organization Wide default sharing is set to private for all objects and no sharing rules have been create. You have two users in the Sales Rep Role, can they view each other’s data?
- Yes
- No
Based solely on the role hierarchy a manager can do all of the following EXCEPT:
- View, edit, delete, and transfer his/her and his/her subordinates records
- Extend sharing on both his/her and his/her subordinate’s records
- View all folders his/her Subordinate has access to, i.e., Reports, Documents, and Email Templates
- View records his subordinate does not own but can view
Based solely on the role hierarchy a manager can do all of the following EXCEPT:
- View, edit, delete, and transfer his/her and his/her subordinates records
- Extend sharing on both his/her and his/her subordinate’s records
- View all folders his/her Subordinate has access to, i.e., Reports, Documents, and Email Templates
- View records his subordinate does not own but can view
When you delete a parent record, you will also delete the child record if that child record has a lookup relationship to the deleted record:
- True
- False
When you delete a parent record, you will also delete the child record if that child record has a lookup relationship to the deleted record:
- True
- False
Which action must be taken to view contacts associated with a case in the console?
- The related lists of the case page layout must be modified
- The custom links of the case page layout must be modified
- The related object of the case page layout must be modified
- The mini page layout of the case page layout must be modified
Which action must be taken to view contacts associated with a case in the console?
- The related lists of the case page layout must be modified
- The custom links of the case page layout must be modified
- The related object of the case page layout must be modified
- The mini page layout of the case page layout must be modified
All fields on the Approval page layout are available to view on the Approval History related list.
- True
- False
All fields on the Approval page layout are available to view on the Approval History related list.
- True
- False
The formula editor may be used all of the following places EXCEPT:
- S-Control
- Formula Field
- Default Values on Standard Fields
- Workflow Field Updates
The formula editor may be used all of the following places EXCEPT:
- S-Control
- Formula Field
- Default Values on Standard Fields
- Workflow Field Updates
All of the following are types of AppExchange Applications EXCEPT:
- Composite
- Client
- Provisional
- Native
All of the following are types of AppExchange Applications EXCEPT:
- Composite
- Client
- Provisional
- Native
All of the following are true about Default Sales Teams EXCEPT:
- Default Sales Teams are configured on a user record
- Default Sales Teams may be added manually to an opportunity record
- Default Sales Teams may be added automatically to an opportunity
- Default Sales Teams may be added manually to an account record
All of the following are true about Default Sales Teams EXCEPT:
- Default Sales Teams are configured on a user record
- Default Sales Teams may be added manually to an opportunity record
- Default Sales Teams may be added automatically to an opportunity
- Default Sales Teams may be added manually to an account record
Which one does NOT apply to Custom Formula Fields?
- Custom Formula Fields can reference other formula fields
- Custom Formula Fields can reference standard fields
- Custom Formula Fields can reference custom fields
- Custom Formula Fields can calculate across objects
Which one does NOT apply to Custom Formula Fields?
- Custom Formula Fields can reference other formula fields
- Custom Formula Fields can reference standard fields
- Custom Formula Fields can reference custom fields
- Custom Formula Fields can calculate across objects
Users can be deleted from salesforce.com
- True
- False
Users can be deleted from salesforce.com
- True
- False
When configuring Customizable Forecasting, you can set which of the following Forecast Dates for determining which opportunities contribute to the forecast?
- Opportunity Close Date Only
- Product Date Only
- Schedule Date Only
- Commit Date
- Opportunity Close Date, Product Date, Schedule Date
When configuring Customizable Forecasting, you can set which of the following Forecast Dates for determining which opportunities contribute to the forecast?
- Opportunity Close Date Only
- Product Date Only
- Schedule Date Only
- Commit Date
- Opportunity Close Date, Product Date, Schedule Date
Select the best component to use if you want to list the top five sales performers on a dashboard.
- Chart
- Table
- Metric
- Gauge
Select the best component to use if you want to list the top five sales performers on a dashboard.
- Chart
- Table
- Metric
- Gauge
Custom formula fields are recalculated:
- Nightly
- Every twenty minutes
- Once per user session
- Each time a user views the record
Custom formula fields are recalculated:
- Nightly
- Every twenty minutes
- Once per user session
- Each time a user views the record
What are the opportunity defaults when converting a lead to an opportunity?
- Stage Defaults to first option in the picklist, close date defaults to the last day in the quarter, and the amount defaults to blank
- Stage defaults to first option in the picklist, close date defaults to 3 months from conversion date, and amount defaults to blank
- User defines amount, close date, and stage upon conversion
- None of the above
What are the opportunity defaults when converting a lead to an opportunity?
- Stage Defaults to first option in the picklist, close date defaults to the last day in the quarter, and the amount defaults to blank
- Stage defaults to first option in the picklist, close date defaults to 3 months from conversion date, and amount defaults to blank
- User defines amount, close date, and stage upon conversion
- None of the above
How many other fields may a custom lead field be mapped to when converting a lead?
- One custom field
- Two custom fields
- Three custom fields
- Custom lead fields cannot be mapped
How many other fields may a custom lead field be mapped to when converting a lead?
- One custom field
- Two custom fields
- Three custom fields
- Custom lead fields cannot be mapped
Folders are used to manage:
- Either Reports, Price Books, Documents. or Email templates
- Either Reports, Dashboards, Documents, or Products
- Either Reports, Dashboards, Documents, or Email templates
- Either Reports, Dashboards, Documents, or Other Folders
Folders are used to manage:
- Either Reports, Price Books, Documents. or Email templates
- Either Reports, Dashboards, Documents, or Products
- Either Reports, Dashboards, Documents, or Email templates
- Either Reports, Dashboards, Documents, or Other Folders
Is it possible for a Page layout to be associated with a Record Type.
- True
- False
Is it possible for a Page layout to be associated with a Record Type.
- True
- False
Which of the following object relationships is NOT allowed?
- Standard object as the “master” and a custom object as the detail
- Custom object as the master” and a standard object as the detail
- Custom object as a lookup to a standard object
- Custom object as a lookup to a custom object
Which of the following object relationships is NOT allowed?
- Standard object as the “master” and a custom object as the detail
- Custom object as the master” and a standard object as the detail
- Custom object as a lookup to a standard object
- Custom object as a lookup to a custom object
All of the following actions may take place on a Workflow Rule EXCEPT:
- Outbound API message
- Update Field
- Create a Task
- Create an Event
All of the following actions may take place on a Workflow Rule EXCEPT:
- Outbound API message
- Update Field
- Create a Task
- Create an Event
All of the following may be used when updating a record using the AppExchange Data Loader EXCEPT:
- External Id
- Parent External Id
- Record Id
- Record Number
All of the following may be used when updating a record using the AppExchange Data Loader EXCEPT:
- External Id
- Parent External Id
- Record Id
- Record Number
Record Type may determine the default value of a picklist field.
- True
- False
Record Type may determine the default value of a picklist field.
- True
- False
With Client Management enabled, when a lead is converted without a value in the company field, it becomes a person account.
- True
- False
With Client Management enabled, when a lead is converted without a value in the company field, it becomes a person account.
- True
- False
The Campaign ROI Analysis Report uses which of the following calculations to determine the ROI percentage for a campaign?
- Total Amount of Opportunities / Expected Revenue
- Amount of Won Opportunities / Budgeted Cost
- Expected Revenue / Budgeted Cost
- (Amount of Won Opportunities minus Actual Cost) / Actual Cost
The Campaign ROI Analysis Report uses which of the following calculations to determine the ROI percentage for a campaign?
- Total Amount of Opportunities / Expected Revenue
- Amount of Won Opportunities / Budgeted Cost
- Expected Revenue / Budgeted Cost
- (Amount of Won Opportunities minus Actual Cost) / Actual Cost
You can use standard reports when creating.
- True
- False
You can use standard reports when creating.
- True
- False
The difference between an opportunity record type and a sales process is:
- The sales process controls the stage field, the record type controls all other picklist fields
- The record type controls the stage field, the sales process controls all other picklist fields
- The record type controls the picklist fields
- The sales process controls all picklist fields
The difference between an opportunity record type and a sales process is:
- The sales process controls the stage field, the record type controls all other picklist fields
- The record type controls the stage field, the sales process controls all other picklist fields
- The record type controls the picklist fields
- The sales process controls all picklist fields
An S-Control may be used in all of the following ways EXCEPT:
- Dashboard Component
- Custom Button
- Custom Link
- Import Wizard
An S-Control may be used in all of the following ways EXCEPT:
- Dashboard Component
- Custom Button
- Custom Link
- Import Wizard
Assets are related to which of the following sets of objects?
- Opportunities, Products, Cases, Accounts, and Contacts
- Products, Cases, Accounts, and Contacts
- Cases, Contracts, Accounts, and Contacts
- Opportunities, Cases, and Accounts
- Opportunity Line Items, Cases, Accounts, and Contacts
Assets are related to which of the following sets of objects?
- Opportunities, Products, Cases, Accounts, and Contacts
- Products, Cases, Accounts, and Contacts
- Cases, Contracts, Accounts, and Contacts
- Opportunities, Cases, and Accounts
- Opportunity Line Items, Cases, Accounts, and Contacts
All of the following may be uploaded to the AppExchange Directory EXCEPT:
- Custom Tabs
- Custom Fields on Custom Objects
- Custom Fields on Standard Objects
- Custom Assignment Rules
All of the following may be uploaded to the AppExchange Directory EXCEPT:
- Custom Tabs
- Custom Fields on Custom Objects
- Custom Fields on Standard Objects
- Custom Assignment Rules
Which objects can be customized for history tracking?
- Solutions, Cases, Leads and Opportunities
- Cases, Leads, Solutions, Contracts, and Custom Objects
- Campaigns, Contracts, Custom Objects, and Solutions
- Opportunities, Leads, and Contracts
Which objects can be customized for history tracking?
- Solutions, Cases, Leads and Opportunities
- Cases, Leads, Solutions, Contracts, and Custom Objects
- Campaigns, Contracts, Custom Objects, and Solutions
- Opportunities, Leads, and Contracts
Fields hidden using Field Level Security are subject to Data Validation Rules.
- True
- False
Fields hidden using Field Level Security are subject to Data Validation Rules.
- True
- False
You have Read Only access to an account, can you add a task or event to the account?
- True
- False
You have Read Only access to an account, can you add a task or event to the account?
- True
- False
Custom Formula fields do Not support which of the following functional expression?
- Adding multiple records together
- If/then/else conditional statements
- Clickable image buttons
- Combine text strings together
Custom Formula fields do Not support which of the following functional expression?
- Adding multiple records together
- If/then/else conditional statements
- Clickable image buttons
- Combine text strings together
A service portal user may close their cases using Suggested Solutions in the self service portal.
- True
- False
A service portal user may close their cases using Suggested Solutions in the self service portal.
- True
- False
Default values are available for standard text fields
- True
- False
Default values are available for standard text fields
- True
- False
All of the following are true about Opportunity Pipeline and Forecast reporting EXCEPT:
- Pipeline reports may include omitted opportunities from the forecast
- Forecasts may be overridden
- Pipeline reports may be overridden
- Opportunity stages may be used to determine the forecast category of an opportunity
All of the following are true about Opportunity Pipeline and Forecast reporting EXCEPT:
- Pipeline reports may include omitted opportunities from the forecast
- Forecasts may be overridden
- Pipeline reports may be overridden
- Opportunity stages may be used to determine the forecast category of an opportunity
Recent Item and Look up Hover Views use the:
- Sidebar
- Edit Page
- List Views
- Related Lists
Recent Item and Look up Hover Views use the:
- Sidebar
- Edit Page
- List Views
- Related Lists
Name one place where inline Editing is not currently possible. (Choose 2 answers)
- List Views
- Related Lists
- Edit Page
- All of the above
Name one place where inline Editing is not currently possible. (Choose 2 answers)
- List Views
- Related Lists
- Edit Page
- All of the above
Searches and Filters that take a long time may be cancelled?
- True
- False
Searches and Filters that take a long time may be cancelled?
- True
- False
What information does the Company Profile Hold? (Choose all that apply.)
- Language, Locale, and Time Zone
- Licenses, Storage and Used Space
- Fiscal Year
- Forecasting
- None of the above
What information does the Company Profile Hold? (Choose all that apply.)
- Language, Locale, and Time Zone
- Licenses, Storage and Used Space
- Fiscal Year
- Forecasting
- None of the above
What information may be updated on the Company Profile? (Choose all that apply.)
- Language, Locale, and Time Zone
- Fiscal Year
- Primary Contact and Address Information
- Forecasting
- All of the above
What information may be updated on the Company Profile? (Choose all that apply.)
- Language, Locale, and Time Zone
- Fiscal Year
- Primary Contact and Address Information
- Forecasting
- All of the above
Standard Fiscal Years are periods that follow Gregorian calendar, but can start on the first day of any month of the year.
- True
- False
Standard Fiscal Years are periods that follow Gregorian calendar, but can start on the first day of any month of the year.
- True
- False
Custom Fiscal years are for companies that break down their fiscal years, quarters, and weeks in to custom fiscal periods based on their financial planning requirements.
- True
- False
Custom Fiscal years are for companies that break down their fiscal years, quarters, and weeks in to custom fiscal periods based on their financial planning requirements.
- True
- False
Forecasting can be used with Custom Fiscal Years.
- True
- False
Forecasting can be used with Custom Fiscal Years.
- True
- False
Customizable Forecasting must be enabled for use with Custom Fiscal years.
- True
- False
Customizable Forecasting must be enabled for use with Custom Fiscal years.
- True
- False
Where are active currencies located? (Choose all that apply.)
- Security Control
- User record (Personal Setup)
- Company Profile
- None of the above
Where are active currencies located? (Choose all that apply.)
- Security Control
- User record (Personal Setup)
- Company Profile
- None of the above
All the following are Main Setup areas in Salesforce.com EXCEPT?
- Personal Setup
- App Setup
- Data Setup
- Administration Setup
All the following are Main Setup areas in Salesforce.com EXCEPT?
- Personal Setup
- App Setup
- Data Setup
- Administration Setup
What does a Profile Control? (Choose all that apply.)
- Access to Application
- Record Type Access
- Permissions
- Data Visibility
- Hours of IP Address
What does a Profile Control? (Choose all that apply.)
- Access to Application
- Record Type Access
- Permissions
- Data Visibility
- Hours of IP Address
When are Formula Fields recalculated?
- Calculated automatically
- Every 15 Minutes
- Nightly
- After Edits / Save
When are Formula Fields recalculated?
- Calculated automatically
- Every 15 Minutes
- Nightly
- After Edits / Save
For which objects you have business processes?
- Lead
- Opportunity
- Case
- Account / Contact
- Solutions
For which objects you have business processes?
- Lead
- Opportunity
- Case
- Account / Contact
- Solutions
How many fields (columns) can be displayed on a Customizable Related List?
- 50
- 10
- 25
- 100
How many fields (columns) can be displayed on a Customizable Related List?
- 50
- 10
- 25
- 100
A check box can be a controlling field in a field dependency:
- True
- False
A check box can be a controlling field in a field dependency:
- True
- False
You can use a Custom Lookup field to create a relationship between an opportunity and a contact.
- True
- False
You can use a Custom Lookup field to create a relationship between an opportunity and a contact.
- True
- False
What determines a unique User Record?
- User Name
- Standard Profile
- Custom Profile
- User Role
What determines a unique User Record?
- User Name
- Standard Profile
- Custom Profile
- User Role
It is possible for a User to own a record and not see it if they don’t have the Read Permission to the Object.
- True
- False
It is possible for a User to own a record and not see it if they don’t have the Read Permission to the Object.
- True
- False
What can a Task do that an Email Alert Cannot do? (Choose 2 answers.)
- Tasks allow you to track the specific actions you plan to perform or have performed
- Email Alerts cannot track specific actions.
- Email Alerts allow you to track the specific actions you plan to perform or have performed
- Tasks cannot track specific actions
What can a Task do that an Email Alert Cannot do? (Choose 2 answers.)
- Tasks allow you to track the specific actions you plan to perform or have performed
- Email Alerts cannot track specific actions.
- Email Alerts allow you to track the specific actions you plan to perform or have performed
- Tasks cannot track specific actions
What do you need to specify when you schedule a report?
- You need user with Marketing Profile to “Schedule Reports”
- You need user permission to “Schedule Reports”
- You need user to have a Manager Role
- Click Run Report and choose Schedule Future Runs… from the drop-down button.
What do you need to specify when you schedule a report?
- You need user with Marketing Profile to “Schedule Reports”
- You need user permission to “Schedule Reports”
- You need user to have a Manager Role
- Click Run Report and choose Schedule Future Runs… from the drop-down button.
In order to Enable Territory Management you should have:
- Standard Profile
- Customizable Forecasting
- Enable Forecasting
- All of the above
In order to Enable Territory Management you should have:
- Standard Profile
- Customizable Forecasting
- Enable Forecasting
- All of the above
What is a Managed Package? (Choose all that apply.)
- A managed package is a collection of application components that are posted as a unit on AppExchange
- They differ from unmanaged packages in that some components are locked, allowing the managed package to be upgraded later.
- Allows the system Administrator to modify the application
- Managed packages do not include locked components and cannot be upgraded
What is a Managed Package? (Choose all that apply.)
- A managed package is a collection of application components that are posted as a unit on AppExchange
- They differ from unmanaged packages in that some components are locked, allowing the managed package to be upgraded later.
- Allows the system Administrator to modify the application
- Managed packages do not include locked components and cannot be upgraded
Where will a Campaign associated with a Lead be visible? (Choose 2 answers.)
- Campaign Related List
- Campaign History Report
- Lead History Report
- Opportunity Related List
Where will a Campaign associated with a Lead be visible? (Choose 2 answers.)
- Campaign Related List
- Campaign History Report
- Lead History Report
- Opportunity Related List
What needs to be specified to schedule a Report? (Choose all that apply.)
- Objects
- Date Range
- Location
- Frequency
What needs to be specified to schedule a Report? (Choose all that apply.)
- Objects
- Date Range
- Location
- Frequency
Which of the following does Salesforce CRM provide for restricting login access to the application? (Choose 3 answers.)
- Profile-based IP restrictions
- Organization-wide IP restrictions
- Profile-based login hour restrictions
- Organization-wide login hour restrictions
Which of the following does Salesforce CRM provide for restricting login access to the application? (Choose 3 answers.)
- Profile-based IP restrictions
- Organization-wide IP restrictions
- Profile-based login hour restrictions
- Organization-wide login hour restrictions
Workflow Rules Consist of the following components: (Choose all that apply.)
- Workflow Task
- Workflow Outbound Message
- Workflow Field Updates
- Workflow Actions
- Workflow Email Alerts
Workflow Rules Consist of the following components: (Choose all that apply.)
- Workflow Task
- Workflow Outbound Message
- Workflow Field Updates
- Workflow Actions
- Workflow Email Alerts
Are Tags searchable from standard Search component?
- Yes
- No
Are Tags searchable from standard Search component?
- Yes
- No
Recent Items use the?
- Edit Pagelayout
- Detail Pagelayout
- Sidebar
- Related List
Recent Items use the?
- Edit Pagelayout
- Detail Pagelayout
- Sidebar
- Related List
_________ are words or short phrases that users can associate with most Salesforce.com records to describe and organize their data in a personalized way?
- Views
- Tags
- Dashboards
- Home Pagelayout
- Apps
_________ are words or short phrases that users can associate with most Salesforce.com records to describe and organize their data in a personalized way?
- Views
- Tags
- Dashboards
- Home Page layout
- Apps