Deck 7 Flashcards
WHAT ARE SOURCES FROM WHICH CASES CAN BE CREATED?
Choose 2 answers.
A. WEB-TO-LEAD
B. WEB-TO-WEB
C. EMAIL-TO-CASE
D. SELF-SERVICE PORTAL
C. EMAIL-TO-CASE
D. SELF-SERVICE PORTAL
WHAT IS NOT TRUE ABOUT FOLDERS IN SALESFORCE CRM?
A. A FOLDER IS A PLA CE WHERE YOU CAN STORE REPORTS, DASHBOARDS, DOCUMENTS, OR EMAILS.
B. FOLDERS CAN BE PUBLIC, HIDDEN, OR SHARED, AND CAN BE SET TO READ-ONLY OR READ/WRITE.
C. ACCESS TO A FOLDER’S CONTENTS IS BASED ON ROLES, PERMISSIONS, PUBLIC GROUPS, AND LICENSE TYPES.
D. YOU CAN MAKE A FOLDER AVAILABLE TO YOUR ENTIRE ORGANISATION, OR MAKE IT PRIVATE SO THA T ONLY THE OWNER HAS ACCESS.
A. A FOLDER IS A PLA CE WHERE Y OU CA N STORE REPORTS, DA SHBOA RDS, DOCUMENTS, OR EMA ILS.
A SYSTEM ADMINISTRATOR WILL HAVE TO CREATE A REPORT TYPE IN WHICH OF THE FOLLOWING SCENARIO?
A. A SALES MANAGER WOULD LIKE TO CREA TE A CUSTOM REPORT ON OPPORTUNITIES WITH QUOTES AND QUOTE LINE ITEMS.
B. HE, THE ADMINISTRATOR WOULD LIKE TO SEE A LIST OF NEW LOGIN LOCATIONS AND THE CORRESPONDING USERS LOGGING IN IN THOSE LOCATIONS.
C. THE HOSPITAL DIRECTOR WANTS A REPORT ON THE PATIENTS AND THEIR MEDICAL CONDITIONS.
D. A MARKETING MA NAGER WOULD LIKE TO SEE A REPORT ON ACCOUNTS WITH ACCOUNT TEAMS.
C. THE HOSPITAL DIRECTOR WANTS A REPORT ON THE PATIENTS AND THEIR MEDICAL CONDITIONS.
WHICH VALIDATION FORMULA ENSURES THAT USERS DO NOT CHANGE THE CLOSE DATE OF AN OPPORTUNITY TO A DAY IN THE PAST?
A. CLOSEDATE < TODAY()
B. CLOSEDATE > TODAY()
C. CLOSEDATE < DATE(TODAY)
D. CLOSEDATE > DATE(TODAY)
A. CLOSEDATE < TODAY()
WHICH ARE TRUE ABOUT STANDARD AND CUSTOM REPORTS IN SALESFORCE CRM?
Choose 2 answers.
A. STANDARD REPORTS ARE NOT SEARCHABLE IN GLOBAL SEARCH.
B. YOU CANNOT SAVE A CUSTOM REPORT IN A STANDARD REPORT FOLDER.
C. YOU CAN ADD A CHART TO A STANDARD REPORT.
D. YOU CAN SAVE YOUR CUSTOMISATIONS MADE ON A STANDARD REPORT TO MODIFY THAT SAME REPORT
A. STANDARD REPORTS ARE NOT SEARCHABLE IN GLOBAL SEARCH.
B. YOU CANNOT SAVE A CUSTOM REPORT IN A STANDARD REPORT FOLDER.
WHICH IS NOT A STEP TO CREATE WORKFLOW RULES?
A. SELECT THE OBJECT TO WHICH THE WORKFLOW RULE APPLIES.
B. CONFIGURE THE WORKFLOW RULE SETTINGS AND CRITERIA.
C. CONFIGURE THE WORKFLOW ACTIONS.
D. ACTIVATE THE WORKFLOW RULE.
E. NONE OF THE ABOVE
E. NONE OF THE ABOVE
WHICH OF THE FOLLOWING CHECK BOXES IN THE USER RECORD REQUIRES A CORRESPONDING FEATURE LICENSES WHEN CHECKED?
Choose 2 answers.
A. KNOWLEDGE USER
B. ACCESSIBILITY MODE
C. ALLOW FORECASTING
D. FORCE.COM FLOW USER
A. KNOWLEDGE USER
D. FORCE.COM FLOW USER
WHICH OBJECTS MAY HAVE SHARING RULES?
A. ALL STANDARD OBJECTS ONLY
B. CUSTOM OBJECTS ONLY
C. ALL STANDARD AND CUSTOM OBJECTS
D. ALL CUSTOM OBJECTS AND SOME STANDARD OBJECTS
E. ALL STANDARD OBJECTS AND SOME CUSTOM OBJECTS
D. ALL CUSTOM OBJECTS AND SOME STANDARD OBJECTS
CUSTOM SIDEBAR COMPONENTS IN THE SERVICE CLOUD CONSOLE ALLOWS YOU TO VIEW CASE MILESTONES. WHAT IS A CASE MILESTONE?
A. THESE ARE THE STAGES THAT AN OPPORTUNITY FOLLOWS IN THE SALES CYCLE.
B. MILESTONES ARE REQUIRED STEPS IN THE SUPPORT PROCESS WHICH REPRESENTS SERVICE LEVELS TO PROVIDE TO EACH OF YOUR CUSTOMERS.
C. THEY ARE THE STAGES OF THE SUPPORT PROCESS.
D. MILESTONES REPRESENTS THE ENTITLEMENT OF A CUSTOMER
B. MILESTONES ARE REQUIRED STEPS IN THE SUPPORT PROCESS WHICH REPRESENTS SERVICE LEVELS TO PROVIDE TO EACH OF YOUR CUSTOMERS.
WHAT IS NOT A STEP TO SCHEDULE A REPORT TO RUN IN THE FUTURE?
A. RUN THE REPORT. B. CLICK SCHEDULE FUTURE RUNS FROM THE DROP DOWN ON THE RUN REPORT BUTTON. C. SELECT THE ASSOCIATED DASHBOARD. D. SELECT EMAIL RECIPIENTS. E. SPECIFY THE RUNNING USER
C. SELECT THE ASSOCIATED DASHBOARD.
WHICH TYPE OF RECORDS CAN BE ADDED TO AS CAMPAIGN MEMBERS?
Choose 3 answers.
A. LEADS B. CONTACTS C. FINANCIAL MANAGERS (CUSTOM OBJECT) D. OPPORTUNITIES E. PERSON ACCOUNTS
A. LEADS
B. CONTACTS
E. PERSON ACCOUNTS
WHICH FIELDS ARE REQUIRED WHEN YOU SETUP A NEW USER RECORD?
Choose 2 answers.
A. FIRST NAME
B. ALIAS
C. COMMUNITY NICKNAME D. TITLE
B. ALIAS
C. COMMUNITY NICKNAME
A STANDARD PROFILE THAT HAS STANDARD USER PERMISSIONS AND HAS THE ABILITY TO MANAGE PUBLISHED SOLUTIONS AND SOLUTION CATEGORIES.
A. SOLUTION USER
B. CONTRACT MANAGER
C. SOLUTION MANAGER
D. MARKETING USER
C. SOLUTION MANAGER
WHAT ARE CONSIDERATIONS WHEN USING SHARING RULES?
Choose 2 answers.
A. YOU CAN USE SHARING RULES TO GRANT WIDER ACCESS TO DATA. YOU CANNOT RESTRICT ACCESS BELOW YOUR ORGANISATION-WIDE DEFAULT LEVELS.
B. SHARING RULES APPLY TO ALL NEW RECORDS THAT MEET THE DEFINITION OF THE SOURCE DATA SET. THEY WILL ALSO APPLY TO EXISTING RECORDS UPON MODIFICATION.
C. SHARING RULES APPLY TO BOTH ACTIVE AND INACTIVE USERS.
D. WHEN YOU CHANGE THE ACCESS LEVELS FOR A SHARING RULE, ALL EXISTING RECORDS ARE AUTOMATICALLY UPDATED TO REFLECT THE NEW ACCESS LEVELS IF THE NEW ACCESS LEVEL IS STRICTER THAN THE OLD
A. YOU CAN USE SHARING RULES TO GRANT WIDER ACCESS TO DATA. YOU CANNOT RESTRICT ACCESS BELOW YOUR ORGANISATION-WIDE DEFAULT LEVELS.
C. SHARING RULES APPLY TO BOTH ACTIVE AND INACTIVE USERS.
DESCRIBE THE DIFFERENCE BETWEEN STANDARD AND CUSTOM FISCAL YEARS.
A . A STANDARD FISCAL YEAR IS ALWAYS BASED ON A 12 - MONTH STRUCTURE.
B. CUSTOM FISCAL YEARS NEVER STARTS IN JANUARY.
C. CUSTOM FISCAL YEARS COULD BE LONGER THAN 12 MONTHS.
D. A STANDARD FISCAL YEAR ALWAYS STARTS IN JANUARY AND ENDS IN DECEMBER OF THE SAME YEAR.
A . A STANDARD FISCAL YEAR IS ALWAYS BASED ON A 12 - MONTH STRUCTURE.
A COMPANY IS IMPLEMENTING SALESFORCE SERVICE CLOUD CONSOLE. THE SYSTEM ADMIN IS DONE CUSTOMISING THE HIGHLIGHTS PANELS FOR ALL OBJECTS; CREATING AN APP FOR THE SERVICE CLOUD CONSOLE AND ASSIGNING IT TO THE ‘CALL CENTRE REP’ USER PROFILE; SETTING UP INTERACTION LOGS AND ASSIGNING THEM TO THE SAME PROFILE AND SETTING UP A CTI ADAPTOR. SHE ALSO CREATED FIVE (5) NEW USER ACCOUNTS AND ASSIGNED THEM ALL WITH THE ‘CALL CENTRE REP’ USER PROFILE. UPON TESTING, FOUR OF THE USERS ARE ABLE TO USE THE SERVICE CLOUD CONSOLE BUT ONE FAILS. WHAT RESTRICTS THE OTHER USER FROM LOGGING INTO THE SERVICE CLOUD CONSOLE?
A. THE AFFECTED USER IS ASSIGNED A SALESFORCE PLATFORM USER LICENSE.
B. A SERVICE CLOUD USER FEATURE LICENSE IS NOT ASSIGNED TO THE AFFECTED USER.
C. THE AFFECTED USER IS ASSIGNED A MARKETING USER FEATURE LICENSE.
D. THE USER IS IN ACCESSIBILITY MODE.
B. A SERVICE CLOUD USER FEATURE LICENSE IS NOT ASSIGNED TO THE AFFECTED USER.
WHAT ARE THE COMPONENTS IN THE PAGE LAYOUT?
Choose 2 answers.
A. FIELDS AND BUTTONS
B. CUSTOM LINKS AND RELATED LISTS
C. CUSTOM S-CONTROLS AND APEX TRIGGERS
A. FIELDS AND BUTTONS
B. CUSTOM LINKS AND RELATED LISTS
WHAT TYPES OF TAB CAN YOU CREATE IN SALESFORCE CRM?
Choose 2 answers.
A. SEARCH ENGINE TABS
B. WEB TABS
C. CUSTOM OBJECT TABS
D. APEX SCRIPT TABS
B. WEB TABS
C. CUSTOM OBJECT TABS
SELECT THE METHODS TO ASSOCIATE LEADS AND CONTACTS TO A CAMPAIGN.
Choose 3 answers.
A. ADD TO CAMPAIGN OPTION FROM CAMPAIGN HISTORY RELATED LIST.
B. MASS ADD MEMBERS TO CAMPAIGN UNDER DATA MANAGEMENT.
C. SEARCH FOR CONTACTS AND LEADS FROM THE MANAGE MEMBERS PAGE.
D. MASS ADD LEADS TO CAMPAIGN AND MASS ADD CONTACTS TO CAMPAIGN FROM THE CAMPAIGN OBJECTS’ TAB
A. ADD TO CAMPAIGN OPTION FROM CAMPAIGN HISTORY RELATED LIST.
C. SEARCH FOR CONTACTS AND LEADS FROM THE MANAGE MEMBERS PAGE.
D. MASS ADD LEADS TO CAMPAIGN AND MASS ADD CONTACTS TO CAMPAIGN FROM THE CAMPAIGN OBJECTS’ TAB
A MARKETING MANAGER ADDED 25 LEADS TO AN ACTIVE EMAIL CAMPAIGN. SHE SET THE MEMBER STATUS OF THESE LEADS TO RESPONDED. HOWEVER, WHEN SHE VIEWED THE CAMPAIGN DETAIL PAGE OF THE SAME CAMPAIGN, ONLY THE NUMBER OF LEADS WAS INCREASED BY 25 BUT NOT THE TOTAL RESPONSES. WHAT COULD EXPLAIN THIS SCENARIO?
A. THE LEADS DID NOT ACTUALLY RESPOND.
B. THE CAMPAIGN IS ALREADY CLOSED WHEN SHE ADDED THE LEA DS.
C. THE RESPONDED VALUE OF THE CAMPAIGN MEMBER STATUS PICKLIST IS NOT SET TO BE COUNTED AS RESPONDED IN THE ADVANCED SETUP.
D. THE LEADS SHE ADDED WERE ALREADY CONVERTED TO OPPORTUNITIES.
C. THE RESPONDED VALUE OF THE CAMPAIGN MEMBER STATUS PICKLIST IS NOT SET TO BE COUNTED AS RESPONDED IN THE ADVANCED SETUP
CHOOSE THE CORRECT STATEMENTS ABOUT CUSTOM SUMMARY FORMULAS?
Choose 2 answers
A. CUSTOM SUMMARY FORMULAS CALCULATE ADDITIONAL TOTALS BASED ON THE NUMERIC FIELDS AVAILABLE IN THE REPORT TYPE
B. FORMULAS MUST BE 3900 OR FEWER CHARACTERS. YOU CAN CREATE UP TO FIVE FORMULAS PER REPORT.
C. FORMULAS ARE REUSABLE ACCROSS MULTIPLE REPORTS.
D. YOU CAN CREATE CUSTOM SUMMARY FORMULAS IN ALL REPORT FORMATS.
A. CUSTOM SUMMARY FORMULAS CALCULATE ADDITIONAL TOTALS BASED ON THE NUMERIC FIELDS AVAILABLE IN THE REPORT TYPE
B. FORMULAS MUST BE 3900 OR FEWER CHARACTERS. YOU CAN CREATE UP TO FIVE FORMULAS PER REPORT
AN EVENT APPEARS ON THE SINGLE- USER VIEW OF YOUR SALESFORCE CALENDAR BUT NOT ON THE MULTI- USER VIEW. WHAT COULD EXPLAIN THIS SCENARIO?
A. THE EVENT FALLS OUTSIDE THE BUSINESS HOURS SET IN YOUR COMPANY PROFILE.
B. THE EVENT FALLS OUTSIDE THE BUSINESS HOURS SET IN YOUR COMPANY PROFILE AND ON YOUR PERSONAL INFORMATION.
C. THE EVENT FALLS OUTSIDE THE BUSINESS HOURS SET ON YOUR PERSONAL INFORMATION.
D. YOU HAVE NOT YET INVITED ANY OTHER USER TO THIS EVENT.
E. NONE OF THE ABOVE.
C. THE EVENT FALLS OUTSIDE THE BUSINESS HOURS SET ON YOUR PERSONAL INFORMATION.
JOHN OWNS 20 OPPORTUNITIES. WHENEVER THE REGIONAL SALES MANAGER RUNS AN OPPORTUNITY REPORT, THESE 20 RECORDS DO NOT APPEAR. IF YOU ARE THE SYSTEM ADMINISTRATOR, WHAT WILL YOU CHECK TO CORRECT THIS ISSUE?
A. CHECK IF JOHN’S USER LICENSE TO SEE IF HE IS NOT ASSIGNED A SALESFORCE PLATFORM LICENSE.
B. VERIFY IF JOHN HAS A USER ROLE. -> VERIFY THAT JOHN’S USER PROFILE IS ASSIGNED TO THE CORRECT ROLE - I.E. IN THE REGIONAL SALES MANAGER’S HIERARCHY (BELOW THE RSM)
C. ENSURE THAT BOTH JOHN AND THE REGIONAL SALES MANAGER ARE MARKETING USERS.
D. TICK THE ‘ALLOW FORECASTING’ CHECKBOX IN THAT REGIONAL SALES MANAGER’S USER RECORD.
B. VERIFY IF JOHN HAS A USER ROLE. -> VERIFY THAT JOHN’S USER PROFILE IS ASSIGNED TO THE CORRECT ROLE - I.E. IN THE REGIONAL SALES MA NAGER’S HIERA RCHY (BELOW THE RSM)
WHICH OF THE FOLLOWING ARE CUSTOMISABLE RELATED LISTS?
Choose 3 answers.
A. OPEN ACTIVITIES.
B. NOTES & ATTACHMENTS. C. ACTIVITY HISTORY.
D. HTML EMAIL STATUS
A. OPEN ACTIVITIES.
C. ACTIVITY HISTORY.
D. HTML EMAIL STATUS
WHERE DO YOU SET AN EXTERNAL ID?
A. AT THE EDIT LEAD CUSTOM FIELD PAGE. TICK THE EXTERNAL ID CHECKBOX.
B. AT THE NEW CUSTOM FIELD PAGE. TICK THE “UNIQUE” CHECKBOX.
C. AT THE NEW LEAD STANDARD FIELD PAGE. TICK THE EXTERNAL ID CHECKBOX.
D. AT THE EDIT LEAD FIELD PAGE. TICK THE EXTERNAL ID CHECKBOX.
A. AT THE EDIT LEAD CUSTOM FIELD PAGE. TICK THE EXTERNAL ID CHECKBOX
A SYSTEM ADMINISTRATOR CREATED A CUSTOM OBJECT AND BUILT A RELATIONSHIP BETWEEN IT AND ACCOUNTS WITH THE LATER AS THE MASTER OBJECT. IF HE RECENTLY ENABLED PERSON ACCOUNT IN THE SAME ORG, WHICH EXTRA STEP NEEDS TO BE DONE FIRST BEFORE HE CAN SEE THAT OBJECT IN PERSON ACCOUNT’S RELATED LIST?
A. ADD IT IN THE PERSON ACCOUNT PAGE LAYOUT.
B. REMOVE IT FROM BUSINESS ACCOUNT PAGE LAYOUT THEN ADD IT TO PERSON ACCOUNT PAGE LAYOUT.
C. BUILD A NEW RELATIONSHIP BETWEEN PERSON ACCOUNT AND THAT OBJECT THEN ADD IT TO PERSON ACCOUNT PAGE LAYOUT.
D. YOU CAN NOT BUILD A RELATIONSHIP BETWEEN PERSON ACCOUNT AND A CUSTOM OBJECT
A. ADD IT IN THE PERSON ACCOUNT PAGE LAYOUT