Leads

Question 1

Lead Conversion

Answer 1

Optionally create an
Account (unless one exists)
Contact (merge with existing)
Opportunity
Cannot pick record type of the records being created.
Activity history persists to contact/account
Mapping is customizable

Question 2

Web to Lead

Answer 2

HTML code created that allows direct to lead creation in SF.

Question 3

Lead Auto Response rule

Answer 3

Send an email back to lead when it is created.

Question 4

Know the diff between lead creation and case creation processes.

Answer 4

Assignment
Auto response
Case escalation

Question 5

Person accounts

Answer 5

used when an account is the same as a person. think time share prospects.
The account then gets some fields that would normally be more contact related.

Question 6

Campaigns

Answer 6

A list of “people” i.e., leads, contacts person accounts.
Associated through the campaign member object.
Unlimited number of members in a campaign
An unlimited number of campaigns per person

Question 7

Campaign influence

Answer 7

Out of the box, it’s enabled.
It can be updated to allow me to pick the campaign influence.
Can use influence time frames.

Question 8

How is lead source different than being a campaign member?

Answer 8

Lead source is just that, where it came from. You use it to see where you get most leads. Campaigns work more on the value of the leads.

Question 9

User specific check boxes required profile.
Marketing user
Knowledge user

Answer 9

marketing user - Used to show who can create campaigns.

Question 10

Content

Answer 10

All editions
Replaces Documents
all file types
can subscribe to content
deliverable externally

Question 11

Delegated administration

Answer 11

Allows you to make psuedo administrators with limited access to
Create users and predetermined roles & profiles
Activate and deactivate users
login as users
manage custom objects (not advised)

Question 12

Dashboard components can be

Answer 12

posted as a snapshot to a chatter feed. This overrides the rights they’d have to that gauge. It’s displayed as an image

Question 13

Email to Salesforce

Answer 13

Know basic functionality

know matching - review by going to ‘my email to salesforce’ set up page

Question 14

Salesforce for Outlook

Answer 14

Button in outlook client:
Add email to salesforce (can manually associate the contact right there).
Needs to be set up by the administrator.
Multiple configuration profiles can be set up. Each user gets one profile.

Question 15

Big Deal Alerts

p199

Answer 15

Simple function to alert key people of opps beyond a currency threshold configurable against amount & probability. Only fires on first crossing of the threshold.
One alert per org.
Obviated by workflows.
(This will be one of the pick three answers)

Question 16

Similar Opportunities

p200

Answer 16

It’s a ‘related list’ in opps. Allows you to find closed/won opps that match the one you’re currently working on.
Can manually add opps to the related list.
Once enabled, need to be added to each of the page layouts as a related list.

Question 17

Opportunity Update Reminders

p201

Answer 17

Can be sent to teams to remind them of opps. Predates scheduled reports. Has to be enabled system wide then user by user. Users can schedule their own.
Only sked is once/week
No ability to format email.

Question 18

Stay-in-Touch requests

Answer 18

If your customers respond, it’s useful.
Get email with a link to a cloud hosted form in SF that will allow them to update their record in SF. Sender will get to review the changes and accept or reject them.
Can do mass email stay-in-touch.

Question 19

Cloud Scheduler

p204

Answer 19

Used to set up proposed meeting times with contacts or leads. Holds up to five proposed times. Email goes out, hosted link allows all users to specify times. Times are proposed to the user.
*Can include custom logo on the page

Question 20

Email-to-Case

Answer 20

Two types of setups
On-demand (the original, email goes to SF) - generate an address, SF automatically associates the case into the org and attachments, tries to associate it with an existing contact or account (simple algorithm). Has 5mb attachment limit.
Full email to case (email comes to our server)
Agent gets installed on local server to manage incoming emails. Attachment limit set by local mail server

Question 21

What are the benefits of unassociated tasks

Answer 21

Can be used by user to do things not related to particular objects.
On a similar note, know how to get to ‘my activities’ (via the home tab by the calendar).

Question 22

“Private’ filed on opportunities

Answer 22

A special override of privacy on opportunities. Takes it out of workflows, big deal alerts. Allows only the owner and heierarchy to see it.

Question 23

Product Schedules

Answer 23

Spread recogniztion of a sale over time. Must be using Opportunity Products. Only allows regular schedules (e.g. cannot front load).
Two types -
Quantity Schedule - dates, no. of units, no. of installments.
Revenue Schedule - dates amounts, etc.

Question 24

Automated users are around in what contexts

p205

Answer 24

Leads - default lead owner
Cases - default case owner, automated case user
Workflow - default workflow user
Generally needed when an unattended process would take place

Question 25

Order of execution of events

p206

Answer 25

Validation rules execute (req. fields data type)
all Before Trigger execute
validation again
record saved, not commited
after triggers execute
assignment rules execute (leads & cases)
auto reposen rules execute (leads & cases)
workflow rules execute
escalation rules execute (essentially these are last)
Rollup Summaries calculate (cause update on parent)
Operations are commited
post commit logic (e.g. send email)

Question 26

Mass Transfer

Answer 26

Make some notes

Question 27

Home Page

Answer 27

‘wide’ & ‘narrow’ components
can add custom components
add image (logo)
HTML area - run javascript (quote of the day, or status)

Question 28

Wide components

Answer 28

Approval processes
calendar
tasks
dashboard snapshot

Question 29

Narrow Components

p208

Answer 29

Create new…
Message & Alerts
Tags (slowly being replaced by chatter tags)
Recent Items

Question 30

Sidebar

p209

Answer 30

By default when the home page is configured, only the sidebar on the home page changes. (can be configured to be all)
Other tabs, standard sidebar is displayed.

Question 31

User settings

p211

Answer 31

Know the different settings on the user
Marketing user (required to be able to create campaigns)

Question 32

Every visual force page must have

Answer 32

An apex Page tag… ….

All HTML stuff can go between these tags. Can get really interesting.

Question 33

Button Overrides

p218

Answer 33

Eight “buttons” can be overwritten with custom functionality.