Misc Flashcards
The director of Sales has asked that you provide pricebook pricing for multiple currencies. you currently have just one pricebook created in your Salesforce org. You have also previously enabled multiple-currencies in your Salesforce org. What would you do to accommodate this request? Choose 1
A.) Create individual products for each currency, for each product that is needed in the pricebook
B.) Add the desired currencies to the existing pricebook
C.) Enable Product Scheduling
D.) Enable Revenue Scheduling
A.) Create individual products for each currency, for each product that is needed in the pricebook
A product can only reflect pricing in a single currency. You may include the same product in multiple currencies in a single price book, but each product must have individualized records for each currency in the price book.
True or False: Changing the Locale of a user will change the language of their User Interface in Salesforce.
A.) True
B.) False
B.) False
To change the language of the User Interface for an individual user in Salesforce, you would change the Language setting on that user’s user record. Changing the Locale will potentially impact the format of certain fields, such as Date fields, but does not localize the user Interface into a different language.
Which of the following scenarios would potentially result in data loss? Choose 2
A.) Changing the data type of a field to a Number from a Text field
B.) Changing the data type from a Number field to a Text field
C.) Changing the data type of a field from a Checkbox to a Picklist field
D.) Changing a Picklist field to a Multi-Select Picklist field and keeping the available picklist options the same
A.) Changing the data type of a field to a Number from a Text field
C.) Changing the data type of a field from a Checkbox to a Picklist field
There are many scenarios in which you can experience data loss when changing a field’s type. Going from a picklist to a multi-select picklist won’t wipe out existing data. Also, going from a Number to test will be okay because numeric values can be displayed and represented in text fields.
Which of the following would be considered a Junction object in Salesforce?
A.) A custom object that contains a lookup field to a standard object
B.) Two standard objects that have lookup relationships with each other
C.) A many-to-many relationship created with two master-detail relationships
D.) A many-to-many relationship created with two lookup relationships
C.) A many-to-many relationship created with two master-detail relationships
You can use master-detail relationships to model many-to-many relationships between any two objects. A many-to-many relationship allows each record of one object to be linked to multiple records from another object and vice versa.
Which records can Lightning Sync automatically keep in sync between Outlook and Salesforce? Choose 2
A.) Accounts B.) Events C.) Contacts D.) Opportunities E.) Chatter
B.) Events
C.) Contacts
Lightning sync keeps Contacts and Events in sync automatically.
Which statements are true regarding a Junction object? Choose 2
A.) Establishes a Many-to-Many relationship between two objects
B.) Is a type of report that joins records from two different objects together
C.) Is a custom object with master-detail relationship
D.) Is not possible to create in Salesforce
A.) Establishes a Many-to-Many relationship between two objects
C.) Is a custom object with master-detail relationship
Junction objects establish many-to-many relationships between two objects and are created with two master-detail relationships
You recently created a new object in Salesforce, but did not create a tab for the object. Which type of tab would you need to create, if you later decide that a tab would be helpful for accessing this new object’s records? Choose 1
A.) Custom object tab
B.) Web Tab
C.) Visualforce Tab
D.) Lightning Page Tab
A.) Custom object tab
It is very easy to forget to create a tab for a new custom object. If you forget to do so, simply go to Setup > Create > Tabs and click New under the Custom Objects Tab section of the page. You’ll be prompted to select the Object that the tab is for, as well as set the Tab Visibility for each Profile. The four possible answers for this question represent the four types of tabs that you can create in Salesforce.
When it comes to field dependency in Salesforce, which of the following type of fields can be dependent fields? Choose 2
A.) Checkbox B.) Custom Picklist C.) Multi-Select Picklist D.) Text E.) Standard Picklist
B.) Custom Picklist
C.) Multi-Select Picklist
Custom Picklist fields and Multi-Select Picklist fields can be dependent picklists. Standard Picklist fields cannot be dependent fields.
Which of the following components can be added to a custom Home Page in Salesforce Classic? Choose 2
A.) News
B.) AppExchange
C.) Tasks
D.) Calendar
C.) Tasks
D.) Calendar
Two primary pieces of Activity Management are Tasks and Events, which can be added to your Home Page in Salesforce Classic (Events display in your Calendar, which can be added to the Home Page, along with buttons for creating a New Event)
Which of the following is not a valid dashboard component? Choose 1
A.) Visualforce Page B.) Metric C.) Gauge D.) Chart E.) Snapshot
E.) Snapshot
A Visualforce Page is a valid dashboard component, along with Metric, Gauge, Chart, and more.
What should a system admin consider before importing a set of records into Salesforce? Choose 2
A.) Data should be de-duplicated in the import file prior to import
B.) Currency field values will default to the personal currency of the record owner
C.) The import file should include a record owner for each record
D.) Validation rules are not triggered when importing data using the import wizard
A.) Data should be de-duplicated in the import file prior to import
C.) The import file should include a record owner for each record
What are two ways leads can be captured with Salesforce? Choose 2
A.) Web to Lead
B.) Email to Lead
C.) Lead Import
D.) Lead Assignment
A.) Web to Lead
C.) Lead Import
Data loss can occur when changing fields from the following types. Choose 3
A.) Changing from a Number field to a Text field
B.) To a Number field from any other type of field
C.) Changing from a checkbox to any other type of field
D.) Changing from a multi-select picklist to any other type
B.) To a Number field from any other type of field
C.) Changing from a checkbox to any other type of field
D.) Changing from a multi-select picklist to any other type
A sales manager would like to view a dashboard from the perspective of different users and switch between users without editing the dashboard, how would an admin enable this? Choose 2
A.) Grant the sales manager the “View my Team’s Dashboard”permission
B.) Grant the sales manager the “Drag and Drop Dashboard builder”permission
C.) Create the dashboard as a dynamic dashboard
D.) Grant the sales manager the “Manage Dynamic Dashboards”permission
A.) Grant the sales manager the “View my Team’s Dashboard”permission
C.) Create the dashboard as a dynamic dashboard
A sales manager at SFB Industries would like sales rps to generate PDF quotes out of Salesforce. What can be used to accomplish this? Choose 1
A.) Opportunities, Quotes, Products & Pricebook
B.) An AppExchange App
C.) Quotes
D.) Opportunities & Quotes
A.) Opportunities, Quotes, Products & Pricebook
Your manager has asked you to look into if Invoicing & Accounting can be carried out inside of Salesforce. How can you meet this requirement? Choose 1
A.) Look at the AppExchange
B.) Create a Custom Object called “invoicing”
C.) Activate Salesforce Accounting Licenses
D.) Setup the Invoicing Object
A.) Look at the AppExchange
Which statements about custom summary formulas in reports is true? Choose 2
A.) Custom summary formulas can be used in a report built from a custom report type
B.) Custom summary formulas can reference another custom summary formula
C.) Custom summary formulas can reference formula field within a report
D.) Reports can be grouped by a custom summary formula result
A.) Custom summary formulas can be used in a report built from a custom report type
C.) Custom summary formulas can reference formula field within a report
How many objects may be imported or updated using the data loader? Choose 1
A.) 1
B.) 5
C.) 10
D.) Unlimited
A.) 1
Which Salesforce feature allows you to manage files such as Microsoft Powerpoint, video files, and web pages? Choose 1
A.) Lightning Content
B.) Lightning Files
C.) Salesforce CRM Content
D.) Attachments & Files
C.) Salesforce CRM Content
What permissions are needed to import leads and contact to a Campaign? Choose 1
A.) Marketing user profile
B.) Marketing user checkbox on user
C.) Marketing user checkbox & profile
D.) marketing user permission set
C.) Marketing user checkbox & profile
In which scenarios will the sharing button appear? Choose 1
A.) When the sharing model for the object is public read/write
B.) When the sharing model for the object is private or public read only
C.) It will always appear
D.) When the sharing model for the object is private
B.) When the sharing model for the object is private or public read only
A sales rep would like to collaborate with a client on Chatter. What license type would you recommend to achieve this? Choose 1
A.) Chatter Plus
B.) Standard user
C.) Chatter Free
D.) Chatter External
D.) Chatter External
Cosmic Innovation has recently migrated to Lightning Experience, and the Salesforce Admin has enabled “Einstein Activity Capture”. A sales user of Cosmic Innovation has created a task related to a contact record in SFDC. Where can this task be viewed in Lightning? Choose 3
A.) In the “My Tasks” list of the user assigned to the task
B.) In the “Open Activities” related list of the contact record
C.) In the “Activity Timeline” of the contact record
D.) In the “Open Activities” related list of the of the account record related to the contact record.
E.) In the “Activity Timeline” of the account record related to the contact record
A.) In the “My Tasks” list of the user assigned to the task
C.) In the “Activity Timeline” of the contact record
E.) In the “Activity Timeline” of the account record related to the contact record
In Lightning, the way users can either work with activities can either by via “Related Lists” or the “Activity Timeline”. The Admin can set the “default Activities View” in Setup, but users can change this in their personal settings. However, if “Einstein Activity Capture” is enabled, the “Activity Timeline” is required.
If a task is created on the contact record, the task will be seen in the “Activity Timeline” of the contact record and the account record related to the contact.
Which of the following are features included in Chatter? Choose 3
A.) A poll can be used within a Chatter post
B.) Topics can be selected and added to a post
C.) Posts can be shared to the user’s Chatter profile, or groups that the user is a member of
D.) Posts can be shared with the more popular social media channels like Twitter and Facebook
E.) Selected record data can be added to posts automatically
A.) A poll can be used within a Chatter post
B.) Topics can be selected and added to a post
C.) Posts can be shared to the user’s Chatter profile, or groups that the user is a member of
A poll can be shared as a Chatter post. Posts can refer to selected records but do not automatically include record data in the post. Posts can be shared with a group or the user’s profile but not to social media channels. Topics can be created/selected and added to a post by a hashtag before the Topic name.
What are some considerations when changing the field type of a custom field? Choose 3
A.) Any list view based on the field may be deleted
B.) Depending on the new field type, data loss may occur
C.) It is not possible to change the field type of a custom field
D.) Assignment and escalation rules may be affected
E.) The field type of the custom field that is referenced by Process Builder can be changed
A.) Any list view based on the field may be deleted
B.) Depending on the new field type, data loss may occur
D.) Assignment and escalation rules may be affected
It is possible to change the field type of a custom field. However, data loss may occur, and it will impact any list views based on the field and assignment/escalation rules. If data is lost, any list view based on the custom field is deleted. The data type of a custom field that is referenced in Setup items like Process Builder cannot be changed.
In a private sharing model, will a manager be able to edit account records owned by a user below them in the role hierarchy? Choose 1
A.) Only is “Grant Access Using Hierarchies” setting is checked
B.) Only if a sharing rule has been created
C.) No, users in higher roles are only able to view records owned by users below them in the role hierarchy
D.) Yes, access is granted by default to users in a higher role for standard objects
D.) Yes, access is granted by default to users in a higher role for standard objects
Grant access using hierarchies is always checked for standard objects such as account and cannot be changed.
You have enabled some new functionality for a group of users that share the same profile and you would like to communicate the changes. You are thinking of using the “Mass Email Users” function. What do you need to consider? Choose 1
A.) A list view will need to be available which includes users that are allocated the profile, and an email template will need to be created
B.) The users will need to be selected manually
C.) Mass Email Users cannot email to only certain users that hold a certain profile
D.) An email template is optional. The message can be entered manually.
A.) A list view will need to be available which includes users that are allocated the profile, and an email template will need to be created
The Mass Email Users function uses a wizard style interface where first the users are selected from a list view, followed by selecting an email template that will be used for the email message.
Acme Corporation would like to manager email campaigns, send mass emails, and track responses back in SFDC. They do not need the complete functionality of Marketing Cloud at this stage. They envision that they need to send about 300,000 emails for a campaign in a month. What should the admin suggest? Choose 1
A.) Build custom functionality that tracks the response
B.) Use a third-party email campaign application and integrate with SFDC
C.) Use the standard campaign functionality
D.) Use a third-party app from the AppExchange
D.) Use a third-party app from the AppExchange
Standard campaign functionality is intended to track campaigns and influence. SFDC’s mass email or list email capability is not capable of sending the number of emails required in this scenario.
In a private sharing model, how can users at the same level of the role hierarchy have access to each other’s data? Choose 1
A.) Users at the same level in the role hierarchy will have access to their users data at the same level by default
B.) Permission sets can be added to allow access
C.) A sharing group can be set up to grant access
D.) Sharing rules can e added to grant access
D.) Sharing rules can e added to grant access
What file type can be previewed in Salesforce CRM Content? Choose 3
A.) ZIP B.) XLS C.) TIFF D.) PDF E.) PPT
B.) XLS
D.) PDF
E.) PPT
A user has contacted the Admin as they need to create a Campaign and do not see the “New” button when they navigate to the Campaign screen. They do not have visibility to Campaign records. What can the admin do to resolve this? Choose 2
A.) Ensure that the “Marketing User” checkbox on the user record is selected
B.) Ensure that the user’s profile has the Create permission on the Campaign object
C.) Ensure that the user’s profile has the correct Campaign page layout
D.) Ensure that the “Create Campaign” checkbox on the user record is selected.
A.) Ensure that the “Marketing User” checkbox on the user record is selected
B.) Ensure that the user’s profile has the Create permission on the Campaign object
A user cannot create a new campaign without the “Create” permission on the Campaign object. However, even if the user has permission, the “New” button does not appear unless the “Marketing User” checkbox has been selected. Without this feature license, it is not possible to create, edit or delete campaigns.
What does the admin need to be aware of when using Email Alerts? Choose 1
A.) Email alerts can only be sent to users and roles
B.) Only text-based emails can be sent with email alerts
C.) The email content can be set when creating the email alert
D.) Email alerts use email templates that need to be set up previously
D.) Email alerts use email templates that need to be set up previously
Email alerts use email templates that need to be set up before the email alert is created. Email alerts can be sent over to users, roles, record owners, public groups and a number of other users related to the record. HTML and test based email can be sent.
The Service Operations Director of Cosmic Service Solutions would like the picklist values of the “Status” field on the Case object modified. What options are available to modify the standard field? Choose 3
A.) Additional values can be added
B.) The values can be reordered
C.) The standard values can be deleted
D.) Additional values cannot be added, but standard values can be deleted
E.) New values can be added, but standard values cannot be deleted
A.) Additional values can be added
B.) The values can be reordered
C.) The standard values can be deleted
Picklist values on standard fields can be added, deleted, or reordered
Universal Outfitter’s admin has created a workflow rule for the Account object. What happens to existing Account records if a workflow rule is added after they have been created? Choose 1
A.) Existing records are put in the workflow queue and processes if they meet the workflow criteria
B.) Existing records are only processed if they are updated and subsequently meet the workflow criteria
C.) It depends on whether the “Run on Existing Records” option was selected on the workflow rule?
D.) Existing records are only processed if the rule is set to trigger only when a record is created
B.) Existing records are only processed if they are updated and subsequently meet the workflow criteria
Existing records are not processed retroactively. However, if the workflow rule is set to trigger when records are updated and meet the workflow criteria the workflow rule will be run. There is no “Run on Existing Records” option.
An organization has multi-currency enabled. What can cause a record in an import file to fail? Choose 3
A.) The record fails custom validation rules
B.) A required field is missing
C.) The record fails system validation rules
D.) Currency field is left blank
E.) Currency in the file is an inactive Salesforce currency
A.) The record fails custom validation rules
B.) A required field is missing
C.) The record fails system validation rules
A record in the import file could fail because it is missing a required field, fails system validation rules, or fails custom validation rules. If multi-currency is enabled and the currency field is left blank or an inactive currency is used, the personal currency of the user will be used.
A user has asked if it is possible to edit multiple records at one time. Which features could an admin use to enable this? Choose 3
A.) Enable inline editing B.) Enable quick edit C.) Enable hover edit D.) Give the user the Mass Edit Lists permission E.) Enable enhanced lists
A.) Enable inline editing
D.) Give the user the Mass Edit Lists permission
E.) Enable enhanced lists
If both inline editing and enhanced lists are enabled, records can be directly edited in a list. if the user has the “Mass Edit from Lists” permission, the value for a common field in up to 200 selected records can be updated
How would an admin be able to see how many remaining SFDC licenses are available? Choose 2
A.) Company Information page B.) System Overview page C.) Manage Users -> Licenses D.) Security Controls -> Licenses E.) Limits -> Licenses
A.) Company Information page
B.) System Overview page