Practice Questions Flashcards
If a user is working in Salesforce when the login hours end, what will happen?
1 answer
The user can continue viewing the page they are on, but if the take further action (create, edit or delete) or navigate to a new page they will be logged out and a message will be displayed.
What is correct regarding fiscal year settings?
3 answers
Once enabled, Custom fiscal years can not be disabled.
When the start month is changed, quota and adjustment information is purged.
Custom fiscal year impacts forecasts, reports, and quotas.
What settings can be configured from the ‘Company Settings’ section in Setup?
3 answers
Fiscal Year settings
Company Information
Business Hours
extras;
default language, default time zone, currencies, holidays, and available languages
Where can you adjust the Login Hours and IP Ranges?
1 answer
profile level
or org wide default, but the profile level is more restrictive than the OWD
Where can you change the User interface language?
2 answers
The user can change their language settings under ‘My Personal Information’
The admin can change the language for the user in the User Detail page in Setup
What does enabling the My Domain feature effect?
2 answers
Visualforce page URLs will change
A My Domain request can be reverted before deploying a new domain
When a users account is locked and does not have a single sign-on enabled through an identity service other than Salesforce, what happens when resetting the password?
1 answer
The user’s account is automatically unlocked after their password is reset.
What can you use to upload 7 million records in one batch?
1 answer
A Third-party data loading tool
How many records can Data loader upload in one batch?
1 answer
5 million records
How many records can Data Import Wizard upload in one batch?
1 answer
50,000 records
What are things to remember about assigning group tasks?
2 answers
Group tasks are enabled by default in Lightning Experience.
Each member of the group is assigned a copy of the tasks.
extras;
Tasks are created only for active members in public groups.
How many users can be added to a group task in Lightning Experience?
1 answer
200
What are the 4 report formats supported by Salesforce?
4 answers
Tabular
Summary
Matrix
Joined
How is data shown in a tabular report?
1 answer
Without groups, and show the list of records in a simple way similar to a spreadsheet.
How is data shown in a summary report?
1 answer
Grouped by rows and allows for the display of subtotals
How is data shown in a matrix report?
1 answer
Grouped by rows and columns
How is data shown in a joined report?
1 answer
In blocks grouped by common fields
When generating a list of contacts for a mailing list, what report format would be most helpful?
1 answer
Tabular report format
What is true regarding refreshing dashboards?
3 answers
After a scheduled dashboard refresh, it can be emailed automatically to a group of uses.
Dashboards can be scheduled to refresh daily, weekly, or monthly.
A user can refresh the dashboard on demand by clicking the Refresh button.
extra;
Dashboards are not refreshed automatically when displayed. Dashboard notifications can be sent to multiple users
What is true regarding dynamic dashboards?
1 answer
The data shown is according to the viewing user’s security settings.
extra;
This is a personalised view of the dashboard data using only data the user has access to. This does not give them access to customise the dashboard.
What is true about the running user for a dashboard?
2 answer
The running user’s security settings will determine the data that is displayed.
The running user can be changed on the dashboard view page by authorised users.
extra;
A user with the ‘View All Data’ can choose any user in the org to be a running user of the dashboard. A user with the ‘View My Team’s Dashboards’ can choose any user below them in the role hierarchy.
What are examples of visual components?
3 answers
Visualforce pages
Gauges
Charts
extras;
Tables and metrics. Report types define the underlying structure for reports.
What are features of chatter?
3 answers
Ability to share a files with other people.
Follow records to be able to see changes to the records.
Create and join groups
extra;
You can mute posts to stop receiving notifications, however if someone mentions you on a muted post the post will automatically unmute.
What must you enable to allow customers to participate in Chatter groups?
1 answer
“Allow Customers’ Chatter groups setting must be checked
extra;
Internal users must be the owner or manager of the group to invite new members, Internal or customers.
How can chatter be used to share project information and files with the project team members only?
1 answer
Create a private Chatter group and add the project team members to the group.
What is the purpose of Case Queues?
1 answer
Manage your support workload.
extra;
They are created to help prioritise, distribute, and assign case records to teams and users.
What feature would be best used to assign cases automatically to the most appropriate user?
1 answer
Case Assignment Rules
What do you know about Case Assignment Rules?
3 answers
A case assignment rule can consist of multiple rule entries.
Only one assignment rule can be active at a time.
Can only route case to a user or a queue.
extra;
Activating an assignment rule will deactivate the current active assignment rule. If an email template is set and email notification will be sent to the assignee.
How can leads be captured using Salesforce?
2 answers
Web-to-lead
Lead Import
extra;
500 Web-to-leads can be captured per day. 50,000 leads can be imported using the Lead Import option via the Data Import Wizard.
What is the purpose of Web-to-Lead auto-response rules?
1 answer
Allow different auto-response emails to be sent based on lead attributes
extra;
The multiple rule entries can have different attributes set up with their appropriate email template responses.
What feature can be used to associate different campaigns together?
1 answer
Parent Campaign field
extra;
View Hierarchy displays the existing hierarchy, but does not allow editing the relationships. Manage Members is used to import/update the campaign members.
What capabilities does the Data Import Wizard have for adding or updating campaigns?
3 answers
Add records of multiple objects to a campaign at a time.
Add existing contacts to a campaign in the same import.
Update campaign member statuses.
What does the campaign influence feature allow?
2 answers
Associate one primary campaign that has influenced the opportunity.
Add multiple campaigns that have influenced an opportunity to an opportunity related list
extra;
Multiple campaigns can be influential for an opportunity, however only one can be selected a the Primary Campaign Source on the opportunity.
When wanting to send mass emails for marketing a campaign, about 7,000 contacts and lead data, what would you recommend using?
1 answer
A third-party email application from the AppExchange
extra;
Mass email is designed for small-scale sales and support mailings, not marketing.
What is true regarding campaign hierarchies?
3 answers
Each campaign can have one parent campaign in the hierarchy.
A campaign hierarchy shows grouped campaigns within a specific marketing initiative.
A campaign hierarchy can be viewed by clicking the ‘View Campaign Hierarchy’ button.
A company offers different prices for products depending on the customer type. What would be the best tool to use?
1 answer
Create a price book for each customer type
If a user is unable to add a product to an opportunity, what does the administrator need to check?
3 answers
The product has been added to a price book in the currency of the opportunity, and the price book entry is active.
The product has a standard price in the currency of the opportunity.
The product is Active
When offering weekly services but invoicing monthly, what should be used?
1 answer
A default Quantity and Revenue Schedule
When restoring a custom field after deletion, what actions might be needed?
2 answers
Make the restored field required if necessary.
Convert any lookup relationships to master-detail if required
extra;
Some properties of custom fields will be lost or changed and would need to be modified in order to restore the properties they had before deletion. If the field had a unique attribute, you will have to set the unique field again if recovered from deletion.
What is the correct order of execution in Salesforce?
1 answer
Validation rules, Assignment rules, Workflow rules, Escalation rules
extra;
If you can remember Validation rules come first and Escalation rules come last then Assignment rules and Workflow rules will be easy to remember.
What are a few of the approval process capabilities?
2 answers
If enabled, an approver can receive and reply to approval requests via email.
Approval requests can be sent via Chatter for any standard or custom object that has been enabled for feed tracking.
extra;
The system administrator or configured approver can edit a record while it’s locked for approval. Approval requests can be sent to an individual or a queue.
