Practice test v2 Flashcards
Business processes
Display different picklist values according to each users profile. For example, oppty stages.
Default Record Type in My Settings
when creating new records, this would allow you to bypass the record type selection
How should a sys admin mark a report when it’s ready to be available?
deployed
T or F: You need an AppExchange app to send a contract to a customer for signature
T
If different groups use opptys to track deals, but require different fields for each group, what 2 things should a sys admin configure?
Page Layouts & Record Types for each group
Campaign influence
Relate multiple campaigns to an oppty
Opportunity dashboard
Allows for reporting and comparison of products
Record types
Let you offer different business processes, picklist values, and page layouts to different users
Case Feed
give users access to both standard actions they’ll need when working with cases, such as email and change status and to feed items related to those actions. Chatter feed tracking must be enabled for the case object
Standard chart types for dashboards
Table, Bar Chart, Gauge Chart
Mass transfer tool
Transfer multiple accounts, leads, service contracts and custom objects from one user to another
What would cause a time dependent action to be removed from a workflow queue?
If the record no longer matches the rule criteria or if the action is deleted from the queue
T or F: Custom lead fields can be mapped to account, contact and opportunity fields
T
What should an admin do if a user can’t login?
Check their login history to figure out the issue
Trusted IP Ranges in Network Access
Allows users in that IP range to bypass verification
