Quizzes Flashcards
A ________ defines a collection of settings and permissions that determines what users can see in the user interface, and what they can do.
profile
The _______ determines if a user can read, create and edit Contact records.
profile
In which edition can you create a Managed Package?
Developer Edition
When registering My Domain for your domain called “certifytraining” using a developer org, the resulting domain name will be similar to:
https://certifytraining-dev-ed.my.salesforce.com/
so…
https://name-dev-ed.my.salesforce.com/
Tanna Coffee has two sales groups, each group has its own unique sales process. What is the best way to ensure that sales reps have access to only the stages relevant to their sales process when working on opporunities?
use Record Types
What is the best practice recommendation for creating a new picklist called “Region” that is likely to be used in many parts of your Salesforce environment?
Create a value set first, then refer to this in the picklist.
In which edition can you create a Managed Package?
Developer Edition
You have logged a case with Salesforce Support to help you with a challenging problem that has occurred. They ask you to “Grant Account Login Access” so they can log in and help you with the problem. How will you do this?
User Icon -> Settings -> Grant Account Login Access
Which of the following is not a mandatory field while creating a User record?
[profile, nickname, alias, role]
Role. Although Role is marked with a red bar, meaning it is required info, you can leave it as “”.
___________ is a Web directory where apps built on the Force.com platform are available to salesforce.com customers to browse, demo, review, and install.
The AppExchange
What can you build with the Lightning App Builder?
A. Apps optimized for a particular task.
B. At-a-glance, dashboard-style apps.
C. Simple, single-page apps with drill-down capability.
All of these answers.
Your university assigns users from the Facilities and the IT teams to the same profile. You recently created a custom object to track company cars and want only users from the facilities team to have access to this new object. How can an administrator meet this requirement?
Create a custom profile for users on the facilities team.
What is a Salesforce definition for a Lead?
Any person, organization or company that may be interested in your products and services, not yet customers.
When are Workflow rules evaluated?
When a record is created or updated.
How can Salesforce Knowledge articles be used?
To resolve customer cases, to display for customer self service ** look up more?
When is a workflow rule triggered?
When it is edited to meet the rule trigger criteria.
What is the system field for the date and time when the record was created?
CreatedDate
What is the system field for the ID of the User who last modified the record?
LastModifiedById
What is the system field for the ID of the User who created the record?
CreatedById
What is the system field for the date and time when the record was last modified by a user or process, such as a trigger?
SystemModStamp
What is the system field for the date and time when the record was last modified by a user?
LastModifiedDate
Which are standard Salesforce objects?
a. Opportunity Product
b. Solution
c. Price Book
d. Ticket
e. Contract
a. Opportunity Product
b. Solution
c. Price Book
e. Contract
You need to setup 50 new users w accounts. HR gave you a spreadsheet w info. What is the most efficient way to create these accounts?
Use the Salesforce Data Loader to import the accounts
Which email address option is available to override the From Email Address in a Workflow Email Alert?
an Organization wide email address
Which of the following objects CANNOT be imported via the Salesforce Data Import Wizard?
a. Users
b. Accounts
c. Opportunities
d. Leads
Opportunities and Users.
The wizard is OUt of luck.
What CAN you import using the Salesforce Data Import Wizard?
contacts, accounts, leads, campaign members and solutions, person accounts, custom objects
CAL-Cms-PaCo 6
What does Salesforce call help or assistance requests from customers
Cases
People that work for companies or organizations that we do business with
Contacts
Potential new customers or prospects
Leads
Deals that we are currently working on
Opportunities
Marketing efforts that we conduct to gain more customers
Campaigns
Companies or organizations that we currently do business with
Accounts
Which CANNOT be on the controlling side of the Dependent Picklist?
a. Custom Picklist
b. Multi Select Picklist
c. Checkbox
d. Standard Picklist
b. Multi Select Picklist
The ability to create records of a specific _________ is determined by the _________.
record type, profile
_______ can be used to define the picklist values available for a given field.
record types
The Record Type on the profile only controls the creation of records, not the _______.
viewing of records.
_______ reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row.
Tabular
_______ reports let you create multiple report blocks that provide different views of your data. Each block acts like a ‘sub-report’ w its own fields, columns, sorting, and filtering. This report type can even contain data from different report types.
Joined
_______ reports allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner.
Summary
_______ reports allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to process and you need to compare values in several different fields, or you want to look at data by date and by product, person, geography.
Matrix
Which of the following are options when customizing a report?
a. schedule a refresh time
b. add a gauge component
c. add a filter
d. summarize fields
e. add a grouping
c. add a filter
d. summarize fields
e. add a grouping
_______ on a Lightning Page allows you to send email, create a task, and create or update records.
Actions
A user profile has login hour restrictions set to M-F 8am to 5pm. The user logged in at 4:30pm on Tues and it is now 5:01pm. Which behavior of the application should the user expect?
The user will be logged out and any unsaved work in progress will be lost.
What capability could one use to receive updates related to records followed by a user and receive recommendations for users and records to follow?
Chatter
Case escalation rules triggered on the last modification of the case will be reset each time a user does what?
Edits the case.
Which option is NOT true of events?
a. Events are to-do lists
b. Events are scheduled events or meetings
c. I can invite participants to an Event (like sched a demo)
d. Events are automatically moved to Activity History when the time of the Event has passed
Events are to-do lists.
An Account team is a set of users that normally work together on _______.
Accounts
Name 4 built-in functions you can use in a Salesforce formula?
DATE, NOW, WEEKDAY, TIME
FUNCTIONS… DoN, WhaT?!?!
A _______ is used for storing a single value like a city, amount, birth date etc.
Field
A _______ is like a database table used for storing all records of a similar type.
Object
A _______ is a collection of fields that contain information about one thing - like a row on a spreadsheet.
Record
How many Lead records can be imported via the Import Wizard?
50,000
Which report format summarizes data in a grid against horizontal and vertical criteria and provides totals for both rows and columns?
Matrix
An Approval Process begins when a record is _______ .
submitted for approval.
Once the _______ for an Event has passed, the event is automatically moved to the _______.
scheduled time, activity history
How can you tell the difference between Lightning Experience and Salesforce Classic?
The App Launcher is in the top left for Lightning Experience vs the top right for Salesforce Classic.
A system admin wants to restrict the ability for Sales Rep users to create new records with the platinum sales record type. How can this be achieved?
Remove the Platinum Sales record type from the Sales Rep user profile.
Sharing Rules can be based on…
Criteria Based and Ownership Based
If Person Accounts are enabled in your Org and a lead is converted without a value in the Company field, what will happen?
A Person Account is created.
What is a consideration when creating a drill-to-detail dashboard component?
The SOURCE REPORT must be grouped by:
record name,
record owner,
or feed post.
Drill to Detail —> ReN-ROw-FeP
Public groups can be any combination of …
Roles,
Users,
Roles and Subordinates,
Other Public Groups
Public Groups -> RU-RO!
Which of these statements about public groups is true? (Select one or more)
a. Public groups allow users to delete personal accounts.
b. Public groups can be created by any user.
c. Public groups can be used in sharing rules
d. Public groups can be used when manually sharing a record.
Public groups can be used in sharing rules.
Public groups can be used when manually sharing a record.
Customer Service reps a Company X must be able to create cases and edit cases that they own, but they should not be able to view cases owned by other users. To do this, Org Wide defaults must be set to:
a. Private
b. Public Read Only
c. Not Visible
d. Public Read/Write
Private.
Which relationship can be selected in a custom report type where Accounts is the primary object and contacts is the related object?
a. Each contact must have a related account.
b. Each contact may or may not have related account.
c. Each account must not have related contacts
d. Each account may or may not have related contacts.
Each account may or may not have related contacts.
Sales reps should not be able to create leads, delete their own accounts or send mass emails. How can an admin meet these requirements?
a. Change the OWD default settings
b. Create a custom profile
c. Create a sharing rule.
d. Modify a standard profile.
Create a custom profile.
Which of the following actions can be performed in the Salesforce mobile App on an Apple iOS or Android mobile device? (select one or more)
a. send emails
b. view map locations
c. log phone calls
d. make phone calls
a. send emails
b. view map locations
c. log phone calls
d. make phone calls
What capabilities does a system admin have for tasks?
(select one or more)
a. Field visibility for standard task fields can be restricted using Field Level Security
b. Tasks can have multi day events and all day events
c. Sharing rules can be used to restrict access to Tasks
d. Record Types can be created for tasks
b. Tasks can have multi day events and all day events
d. Record Types can be created for tasks
Admins should use the _______ for uploading new USER records.
Salesforce Data Loader
Which objects can be imported by the Import Wizard? (select one or more)
a. Leads
b. Campaign Members
c. Custom Objects
d. Accounts
e. Person Accounts
f. Users
g. Contacts
a. Leads
b. Campaign Members
c. Custom Objects
d. Accounts
e. Person Accounts
g. Contacts
Your company requires that its Salesforce account data including attachments to be backed up weekly. Which tool should an Admin use to accomplish this?
a. Data Loader
b. Data Backup Service
c. Account analytic snapshot
d. Data Export Service
Data Export Service
While you could use the Data Loader it will be hard work selecting and then downloading all the files when the Data Export Service can do it all automatically.
The Salesforce mobile App supports all custom objects and the following standard objects: (select one or more)
a. Opportunities
b. Leads
c. Contacts
d. Cases
e. Accounts
a. Opportunities
b. Leads
c. Contacts
d. Cases
e. Accounts
True or False: Once the scheduled time for a Task has passed, the task is automatically moved to the activity history.
False. Tasks are not automatically moved to activity history, they must be completed first.
Which statement about products and price books is true? (select one or more)
a. Products w/o a price are automatically added to the standard price book.
b. The standard and list price for a product can be listed in multiple currencies.
c. Price Book that contain assets cannot contain products.
d. a product can have a different list price in different price books.
b. The standard and list price for a product can be listed in multiple currencies.
d. a product can have a different list price in different price books.
The support group at Tanna Coffee wants agents to capture different information for product support and inquiry cases. In addition, the lifecycle for product support cases should have more steps than the lifecycle for inquiry cases. What feature should an admin use to meet these requirements? (select one or more)
a. Support Process
b. Record Types
c. Page Layouts
d. Field Level Security
e. Permission Sets
a. Support Process
b. Record Types
c. Page Layouts
Your company needs to use cases to manage both customer support issues and internal change requests. Which functionality should an Admin use to meet this requirement? (select one or more)
a. Support Process
b. Page Layouts
c. Record Types
d. Validation Rules
e. Delegated Administration
a. Support Process
b. Page Layouts
c. Record Types
From the items below, identify the Workflow action.
a. Create a task
b. Create an inbound message
c. Create a mobile alert
d. Create a section update
Create a task
Name that Org Wide Default:
All users can view, edit and report on all records.
Public Read/Write
Name that Org Wide Default:
Only the record owner and users above that role in the hierarchy can view, edit and report on those records. Other users have no access at all.
Private
Name that Org Wide Default:
All users can view and report on records but not edit them. Only the owner and users above in the hierarchy can edit those records.
Public Read Only
Name the Access Level:
A user can view, edit, or delete a record, based on the access they have for the parent record. For example the user can view, edit or delete a Contact record if they have access to the parent Account record associated with it.
Controlled by parent
Which of the following makes a User record unique?
a. Role
b. Username
c. Profile
d. Email ID
Username
Which dashboard component can display data from the summary rows of reports? Select one or more.
a. Gauge
b. Table
c. Chart
d. Metric
Table
Chart
When person accounts are enabled for your org, a default record type of _______ is automatically created.
a. person
b. people account
c. person account
d. people
Person Account
On Lead conversion, a Lead object custom field cannot be mapped to which object’s custom field?
a. Contact
b. Account
c. Opportunity
d. Case
Case
Which of the following is not configured as part of the Profile?
a. Page Layout
b. User License
c. Record Types
d. Role
e. Field Level Security
Role
Why are you doing this?
Because Salesforce is going to help provide a better future for my children!
Which of the following is NOT a standard Salesforce function?
a. Email to Lead
b. Web to Lead
c. Web to case
d. Email to case
Email to Lead
Compact Layouts are created and edited from the _______.
Object Manager
Compact Layouts are created and edited from the Object Manager.
Which of the following Salesforce applications enables organizations to speed and streamline all phases of sales?
a. Salesforce Knowledge
b. Salesforce Content
c. Salesforce Automation
d. Salesforce Ideas
Salesforce Automation
_______ allow you to track the specific actions you plan to perform or have performed; _______ cannot track specific actions.
Tasks; Email Alerts
A marketing user has received a file of leads to import into Salesforce. What tool can be used to avoid duplicate lead records?
Data Import Wizard
What happens to the Detail records when we delete the Master record in a Master-Detail relationship?
The Detail records are deleted but can be recovered via the Recycle Bin.
What happens to the Detail records when we delete the look up record in a Lookup Relationship?
The Detail records are NOT deleted.
Where can you view the relationship between an Opportunity object and a Campaign object? (name two places)
Primary campaign source field
Campaign influence related list
Auto-Response rules work on which Salesforce objects?
a. Accounts and Opportunities
b. Leads and Cases
c. Accounts and Cases
d. Leads and Accounts
Leads and Cases
Company X’s Admin will create a custom field to track a specific Tier 2 support user on a case record. What data type should be used when creating this custom field?
a. Formula
b. Hierarchical relationship
c. Lookup relationship
d. Lookup filter
Lookup relationship
Working in a Professional Edition, they wish to install the Expense Tracker (managed package) which requires the use of 4 custom tabs, 3 custom objects, and one custom app. If the company is already using 4 applications, 36 custom objects, and 7 custom tabs, what will happen when they try to install the Expense Tracker?
The installation will succeed. The custom apps contained in a managed package publicly posted on the AppExchange don’t count against the limits for your Salesforce Edition.
Page Layouts can be edited from the _______.
Object Manager
The Object Manager provides access to Page Layouts, Fields & Relationships, Validation Rules and other functions.
What does a page layout allow an admin to control?
The fields users see on detail and edit pages.
What profile permissions will enable the user to edit any record, regardless of the Sharing Model?
Modify All Data
Roll-up summary fields are only available on the _______ in a _______ relationship.
master object, master-detail
On the AppExchange you can publish: (select one or more)
a. dashboards
b. reports
c. custom apps
d. Visualforce code
a. dashboards
b. reports
c. custom apps
d. Visualforce code
Dashboards, reports and Visualforce code can be published as part of a package.
The calendar feature for Salesforce Lightning can create calendars for:
a. Any standard or custom object w a date field
b. Task Due Dates
c. Opportunity Close Dates
d. Direct-Mail Campaign Schedule
e. Open Cases
Calendar makes A TODO list!
When a lead is converted and an opportunity is created, what other object(s) are related to the new opportunity by default? Select one or more
a. Contact
b. Account
c. Lead
d. Case
Account and Contact
What will occur when a system admin creates a dynamic dashboard?
The DATA displayed varies based on the USER viewing the dashboard.
How many User records can be imported via Import Wizard?
None.
The wizard is OUt of luck.
A single task cannot be assigned to _______.
multiple users
The due date for workflow tasks is based on the number of _______, these rules fail to recognize only _______ by default.
calendar days, working business days
To assign tasks to multiple users, you must create _______ as outcomes of the rule.
multiple tasks
Salesforce mobile App supports .png, .gif and .jpg image formats for custom branding elements, but which format does Salesforce recommend using for the best results?
.png format
Which feature does Salesforce provide for restricting login access to the application? (select one or more)
a. Profile-based login hour restrictions
b. Org-wide login hour restrictions
c. Org-wide IP restrictions
d. Profile-based IP restrictions
Profile-based login hour restrictions
Profile-based IP restrictions
Org-wide IP restrictions,
You cannot have Org-wide login hour restrictions. I guess this is bc as the admin you could lock yourself out if you accidentally did this.
A _______ is an optional relationship, the user does not have to select a related record.
Lookup Relationship
With a _______ relationship, when the master record is deleted, all child records are also deleted.
Master-Detail
With a Master-Detail relationship, when the _______ is deleted, all _______ are also deleted.
master record, child records
With a _______ relationship, record links to an external system that contains the parent record.
External Lookup Relationship
A _______ relationship refers to another user account, eg to connect to the user’s manager.
Hierarchical Relationship
What will happen when a user attempts to login to Salesforce from an IP address that is outside the login IP range on the User’s profile?
The user will not be able to log in at all.
A custom field is made Read-only from the Field level security and Required from the Page layout. The Field will: (Select one)
a. Give you a choice in a pop up window.
b. Be Read Only for the User.
c. Be Required for the User.
d. Throw an error and not allow you to make it a Mandatory, Read only field from the page layout.
Be Read Only for the User.
The new VP wants to track the results of calls w:
-left voice mail/message
-no answer
-conversation, progression in sale
-conversation, no progression
The sales team only contacts the leads. How can the admin do this?
Create a custom picklist field on the activity object called “Call Outcome’ and add the field to the appropriate task page layout(s).
Which types of packages can be upgraded?
Managed packages.
A Managed package is maintained by a 3rd party verified vendor or Salesforce but it has limited _______ capabilities and is easily _______ and _______ on newer versions of Salesforce.
Customization,
Upgraded and
Supported
I like Managed Packages … CUS
Name two functionalities available when using the data export service?
schedule a recurring export,
include attachments
Mustache guy holding a calendar and staples it to the dolly “Data Export Services here… we schedule recurring exports and include attachments!”
What can you use to filter the data in a report? (Name 4)
Cross filters
Field filters
Row limits
Filter logic
You CROSS the FIELD then ROW to the LIMIT across the lake to get the magic cup of FILTER LOGIC.
Salesforce Shield Platform Encryption encrypts sensitive data for compliance with common regulatory requirements and supports which of the following features? (select one or more)
a. Encrypting certain standard and custom fields.
b. Using an advanced key management system.
c. Using Microsoft BitLocker features on the connected PC.
d. Encrypting files and attachments.
Encrypting certain standard and custom fields.
Using an advanced key management system.
Encrypting files and attachments.
With the dashboard editor in Lightning Experience, you can drag the _______ anywhere on the layout.
dashboard components
Which one is NOT a recorded ‘activity’ in Salesforce?
a. emails
b. Logging a Call (after call completion)
c. events
d. tasks
e. dials
dials
The Operations Team uses a field on the Account record call ‘Delinquent’ to indicate an account that is behind on payments. This field should only be visible to: all the Finance Team, all Sales Managers and only two of the Sales Reps. What is the best way to implement this?
Grant Field-level visibility for the Delinquent field to the Finance Sales team and Sales Managers via profiles.
Grant Field-level visibility for the Delinquent field to the two Sales Reps via a Permission Set.
_______ control the broader object level access and _______ control the finer grained access via record level access.
Profiles, Roles
Profiles control the broader object level access and Roles control the finer grained access via record level access.
What are two sources from which cases can be created?
Email-to-Case
Connect for Outlook
EC C Out
The sales operations team at Company X needs to be able to read, edit, delete and transfer all records owned by sales reps. How can an Admin meet this requirement in the most efficient manner?
Define a role hierarchy where the sales operations role is above the sales reps role.
A user can’t login and login history shows this person has attempted to log in multiple times and has been locked out. What should the admin do?
The admin needs to:
1. Go to the user’s record DETAIL PAGE
2. UNLOCK their account
3. click RESET password
4. SEND a password to the user’s email.
The access settings available when setting org-wide defaults are NOT used to control the ability to _______
create or delete records.
What are the access settings available when setting org-wide defaults?
(name 5)
Private,
Public Read Only,
Public Read Write,
Public Read Write Transfer
Controlled by Parent
Two main types of relationships we can configure in Salesforce are:
Master-Detail relationships
Lookup relationships
When configuring the Record Types section of a Profile what options do we have?
Default Record Types
Available Record Types
Da, what kind o record types do we have?
A user successfully logs in at 3:30p, what happens at 3:31p if the Login Hours for the user’s Profile are set from 7:30a - 3:30p?
User is logged out once he tries to do any DML (Data Manipulation) Operation i.e. Save, Edit, etc.
What is the capability of Salesforce Knowledge?
Knowledge allows an Org to share articles with partner portal users.
Knowledge uses data categories and roles to make articles visible to the specific users.
When importing data, what happens if some records do NOT meet the data validation criteria?
The import process fails only for the records with invalid data.
The _______ defines the result of record approval or rejection.
approval action
The _______ can be used to track the approval process.
approval history related list
Validation rules can reference fields which are not included in a _______.
page layout
_______ apply to all new and updated records for an object.
Validation rules
Company X requires org-wide default for opportunities be public read/write. Sales users are complaining that opportunity reports return too many results making it hard to find their stuff. How can Admin help?
Configure report filters to reduce the number of records returned.
The Account object has a one-to-many relationship with which standard objects?
Contact, Opportunity, Case
The graphical interface for creating custom Lightning pages for Salesforce Lightning Experience and mobile apps is called the _______.
Lightning App Builder
What functionality is available for tasks?
Record types and/or Validation rules can be created for tasks.
Having an RV is quite a task.
Which tool would you use to build a new Home Page for a group of users?
Lightning App Builder
Which type of report can be used for dashboard components in Salesforce?
Dashboard fully supports Summary and Matrix.
Tabular can be used but only if rows are limited to a max of 10.
Company X is using a private sharing model. The sales director needs full access to all records owned by the regional sales reps. How can this be accomplished?
Define a role hierarchy where the regional sales reps roll up to the sales director.
How can Lightning Process Builder be used to automate business process? (select one or more)
a. Send an email when a case has been open for 30 days.
b. Create an order renewal when an opportunity is won.
c. Define steps and approvers in an approval process.
d. Prevent users from deleting accounts with open opportunities.
Send an email when a case has been open for 30 days.
Create an order renewal when an opportunity is won.
True or False:
When a field is removed from the Page Layout, it is also deleted from the Object.
False.
_______ control the format of the pop-up display when a user hovers over a record link.
Compact Layouts
Compact Layouts control the format of the pop-up display when a user hovers over a record link.
Where are Compact Layouts displayed?
Compact Layouts are displayed at the top of a record page.
The _______ determines if they can see/edit contact records owned by subordinates.
role hierarchy
The role hierarchy determines if they can see/edit contact records owned by subordinates.
T or F:
A custom summary formula can reference a formula field within a report.
True.
A custom summary formula CAN reference a formula field within a report.
T or F:
Custom summary formulas can be used in a report built from a custom report type.
True.
Custom summary formulas CAN be used in a report built from a custom report type.
T or F:
Reports can be grouped by a custom summary formula result.
False.
Reports CANNOT be grouped by a custom summary formula result.
T or F:
Custom summary formulas can reference another custom summary formula
False.
Custom summary formulas CANNOT reference another custom summary formula
A user reports that they cannot login to the production Salesforce environment. You have no time or IP range restrictions in place. What are the possible reasons that would cause this? Name 3.
- They are logging into test.salesforce.com
- There’s a problem w the Single Signon Server that allows them to login with their normal Windows Username.
- They are using the wrong username.
Record Types allow us to vary which of the following, allowing us to customize the user experience? (select one or more)
a. User Login Access
b. Business Processes
c. Picklist Values
d. Page Layouts
e. Field Level Security
Business Processes
Picklist Values
Page Layouts
The main platforms supported by the Salesforce mobile App are _______ and _______.
Android and Apple iOS
Which of the following is NOT a Roll-Up summary field operation? (select one)
a. MIN
b. Count
c. SUM
d. MAX
e. Average
Average
All of the following actions may take place on a Workflow Rule EXCEPT: (select one)
a. Update Field
b. Outbound API message
c. Create a Task
d. Create an Event
Create an Event
What can be modified on standard object fields?
(select one or more)
a. Default text
b. Label
c. Picklist values
d. Help text
e. Field type
Label, Picklist values, Help text
Where can you find the option to modify labels?
Setup -> Rename Tab Names and Labels,
click “Edit” next to object,
click “Next” to get to the field labels.
If a Report is run which returns 25,000 records, then…
The first 2,000 records are displayed in the User Interface.
A report is run with more than 2,000 records. How do you view the records above 2,000?
For Tabular and Summary reports: Export the report to Excel or use the printable view.
For Joined reports, export is not available and the printable view displays a maximum of 20,000 rows.
Which setting is not found on the Company Information page? (select one)
a. Language, Locale, and Time Zone
b. Fiscal year setting
c. Profiles
d. Data and File storage
e. Licenses
f. Currency Setup
Profiles is not found on the Company Information page.
Once a new Page Layout has been created and before users can see the new layout, the Admin must…
assign the new Layout to a Profile.
To enhance security, the Admin wants to limit the hours when users can log in. Outside business hours no users from the Org should be able to log in. How can this be achieved?
Create Login Hours restrictions for each profile since there are no Login Hours restrictions for the entire Org.
On Lead Conversion, the Close Date of the newly created opportunity is automatically set to?
Last Day of the Current Quarter
T or F:
Validation is NOT done on deletion of records.
True.
Validation is NOT done on deletion of records.
The order of execution is _______ before workflow rules.
Validation
The order of execution is Validation before workflow rules.
What is the default report format for the new reports created in report builder?
Tabular
Admin needs to restrict users ability to view a dashboard. How can this be accomplished?
Restrict the access to the folder that the source report is located in.
T or F:
You cannot delete standard fields but you can remove non-required standard fields from a page layout.
True.
You cannot delete standard fields but you can remove non-required standard fields from a page layout.
Admin created a new account record type. Sales users are unable to select the record type when creating new account records. Name two possible reasons for this?
The record type has not been added to the sales user profile.
The record type has not been activated.
When a lead fails to be created through web-to-lead due to a validation rule, the error messages get sent to:
The default lead creator
What is not found on a Company Profile? (select one)
a. Language, Locale, and Time Zone
b. Storage and used Space
c. Manage Currencies
d. Licenses
e. Profiles
Profiles
Admin wants to capture the invoice number and account credit score for billing cases. How would a Salesforce admin achieve this? (select one or more)
a. create a validation rule
b. create custom fields
c. create a support process
d. create a page layout
Create custom fields
Create a support process
What is the difference between standard and custom objects?
Standard objects are included in Salesforce by default; custom objects are objects that you create in your Org.
Opportunity to Account is a _______ to _______ relationship.
many, one
Opportunity to Account is a many to one relationship.
Conditional highlighting in a report cannot be used for _______ reports
Tabular
Conditional highlighting in a report cannot be used for tabular reports.
_______ are used to grant additional access to one or more users without changing their profile or reassigning profiles.
Permission Sets
Permission Sets are used to grant additional access to one or more users without changing their profile or reassigning profiles.
You can use permission sets to _______, but not to _______.
grant access, deny access
You can use permission sets to grant access, but not to deny access.
A sales team is a set of users that normally work together on _______.
Opportunities
A sales team is a set of users that normally work together on opportunities.
When are formula fields recalculated?
Every time they are seen.
When creating Lightning Record Pages, you have a choice of which form factors? (select one or more)
a. Tablet
b. Desktop
c. Salesforce Classic
d. Phone
Desktop, Phone
When can a validation rule be used to prevent invalid data?
When records are:
Submitted using Web-to-lead,
Edited by a user,
Imported using the import Wizard
I SUBMITTED the EDITED forms for the IMPORTS and the custom agent says they’re INVALID!!
A Permission set to a User is a _______ to _______ relationship.
many to many
A Permission Set may be applied to many users, a user may have many permission sets.
**When scheduling automatic data exporting with the Data Export wizard, you must specify the following EXCEPT: (select one)
a. Frequency, if your Org supports monthly exports
b. Number of attachments
c. Time of Day for the export to run.
d. Start and End dates for the export.
Number of attachments.
Which of the following components is the central repository to manage all presentations, collateral and documents?
CRM Content Libraries
If two objects have a Master-Detail relationship, how can a user access the Detail record from the Master record?
Related list
Match this standard profiles with its permissions:
Standard User permissions + Can edit, approve, activate, and delete contracts
Contract Manager
Match this standard profiles with its permissions:
Standard User permissions + Can import leads for the Org
Marketing User
Match this standard profiles with its permissions:
Can only view records
Read-Only
Match this standard profiles with its permissions:
Can view, edit, and delete their own records
Standard User
Match this standard profiles with its permissions:
“Super User,” can customize and administer the entire application.
System Administrator
Activities in Salesforce comprise: (select one or more)
a. Calls
b. Tasks
c. Leads
d. Events
Tasks
Events
T or F:
Any Chatter user can create public or private groups.
True
Any Chatter user CAN create public or private groups.
T or F:
Private groups are not displayed in the Groups tab.
False.
Private groups ARE displayed in the Groups tab.
Name the Org Wide Default:
A user can view, edit or delete a record based on the access they have for the parent record. For example the user can view, edit or delete a Contact record if they have access to the parent Account record associated with it.
Controlled by parent
Name the Org Wide Default:
All users can view, edit and report on all records.
Public Read/Write
Name the Org Wide Default:
Only the record owner and user above that role in the hierarchy can view, edit and report on those records. Other users have no access at all.
Private
Name the Org Wide Default:
All users can view and report on records but not edit them. Only the owner and users above in the hierarchy can edit those records.
Public Read Only
Page layouts are assigned to _______.
Profiles
Page layouts are assigned to Profiles.
Which objects can be updated when converting a lead? (select one or more)
a. an existing Contact
b. an existing custom object record
c. an existing Account
d. an existing Opportunity
an existing Contact
an existing Account
T or F:
In Chatter, private group posts are visible to the owner and anyone above in the role hierarchy.
False.
In Chatter, private group posts are NOT visible to the owner and anyone above in the role hierarchy.
Name three reasons you would use Data Loader.
- You want to be able to save multiple MAPPING files for later imports.
- You want to EXPORT your data for backup purposes.
- You want to SCHEDULE regular data loads, such as nightly imports.
Data Loader will prevent a MESs.
All of the following Salesforce objects may have a queue EXCEPT:
a. Leads
b. Custom Objects
c. Cases
d. Accounts
Accounts
Accounts can NOT have a queue.
**What does the report type determine when a new report is created? (select one or more)
a. The default columns in the report.
b. Whether the report can be displayed in a dashboard.
c. The objects included in the report.
d. The fields available to include in the report.
e. Whether the report will be tabular, summary or matrix.
The FIELDS available to include in the report.
The OBJECTS included in the report.
The default COLUMNS in the report.
Another report… what the FOC!!
How many ACTIVE workflow rules can you have per object?
50
There can be 50 ACTIVE workflow rules per object.
How many TOTAL rules can you have per object?
500 Total
There can be 500 TOTAL workflow rules per object.
How many rules can you have per Org?
2,000
There can be 2,000 workflow rules per Org.
A record is modified on 1 May. It meets criteria for a time-based workflow rule; this rule schedules an action for 7 days after rule execution. On 4 May, the record is modified and no longer meets rule criteria. On 5 May, record is modified and again meets the initial time-based workflow rule criteria. How many workflow actions will execute and when?
once on 12 May
Name three methods an Admin use to grant users access to dashboards.
- Share folders with Public groups.
- Share folders with Users.
- Share folders with Roles.
Mr. Grumpers appreciates you sharing the Dashboard Access … PURrrrr …
How many Opportunity records can be imported via the Import Wizard?
None. Opportunity records cannot be imported with the Import Wizard.
All of the following may be uploaded to the AppExchange Directory EXCEPT:
a. Custom Tabs
b. Custom Fields on Custom Objects
c. Custom Assignment Rules
d. Custom Fields on Standard Objects
Custom Assignment Rules.
Custom Assignment Rules CANNOT be uploaded to the AppExchange Directory.
_______ are a collection of Force.com components and applications that are made available to other Orgs through the AppExchange.
Packages
Name two advantages of using different Page Layout for different groups of users.
- The ORDER of the fields can be rearranged to suit the team.
- The number of fields on the page can be REDUCED to just what the team requires.
You can have this Page Layout, OR…
You have two teams. What would you use to amend the picklist values for fields for each team?
You would use Record Types to set different picklist values for different teams.
What would happen if you used Page Layout to hide fields from users?
They would only be partially hidden. While the user could not see them on the Page Layout, the user could still see the fields on a report. You need to use Field Level Security to properly hide fields from users.
Admins need to use _______ to properly hide fields from users.
Field Level Security
Admins need to use Field Level Security to properly hide fields from users.
Name three things an email template can contain?
Text
Attached Files
Merge Fields
Stratego guy yelling “Text! [while his men use the old school slider button phones from 2007]
[then like afix bayonets] Attached Files!
[then instead of March!] Merge Fields!
Name Salesforce’s three types of currency settings.
Corporate, Personal, Record
Corporate Currency is defined at org level.
Personal Currency is defined at the individual level.
Record Currency is defined at the record level.
CPR - currency keeps you alive
Company X uses a private sharing model for opportunities. The sales team wants sales engineers to be involved in specific opportunities to help sales reps close deals faster. How can an admin meet this requirement?
Add sales engineers to Opportunity Teams.
T or F:
Historical tracking is allowed for workflow tasks.
True.
Historical tracking is allowed for workflow tasks.
For the image on the loading page that appears after a Salesforce mobile App user logs in, it is recommended to use the largest dimensions allowable. The max image size is:
460 x 560 pixels
(Remember: picture yourself working hard from 46 till 56 then I can own my own business!!)
Which items can trigger workflow rules? (select one or more)
a. Chatter Posts
b. User Records
c. Campaign Members
d. Custom Objects
Custom Objects
Campaign Members
COCM triggers WORKFLOW RULES
Objects can have all types of custom fields, except for _______.
Custom Address
Admin needs to update the lead source on a number of opportunity records. Name two ways this can be accomplished?
Create a list view for opportunities and update using inline editing.
Export opportunities, update and reload using the Data Loader
What determines whether a user can create a new record using a specific record type?
Profile
The Profile will determine whether a user can create a new record using a specific record type.
Gauge and metric dashboard component types are based on what from a report?
a. Sum
b. Chart
c. Grand Total
d. Average
Grand Total
What is the Salesforce name for this business process:
Support Process
Cases
What is the Salesforce name for this business process:
Lead Process
Lead
What is the Salesforce name for this business process:
Solution Process
Solution
What is the Salesforce name for this business process:
Sales Process
Opportunity
Which settings are controlled by user profiles? (select one or more)
a. Locale settings
b. Record type assignment
c. Assigned apps
d. Feature license assignment
e. Field-level security
Record type assignment
Assigned apps
Field-level security
Which areas are calculated for the Health Check score? (select one or more)
a. Password Policy
b. Profiles and Permissions assigned
c. Session Settings
d. Login attempts
Password Policy
Session Settings
Which of the following are standard Salesforce profiles? (Select one or more)
a. Marketing User
b. Contract Manager
c. Sales User
d. Invoice Manager
Marketing Manager and Contract Manager
Which fields cannot be followed in Chatter?
Formula fields
Auto-number fields
Roll-up Summary fields
Read-only system fields
Cora wouldn’t stop CHATTERING about showing off her new computer app FORMULA. So we got in AUTO-NUMBER 2 race car jeep and ROLLed-UP to the library but she couldn’t give a presentation bc it was quiet READ-ONLY SYSTEM time.
Record types are used to implement custom business processes by ASSOCIATING them to specific _______.
Page Layouts
Record types are used to implement custom business processes by ASSOCIATING them to specific Page Layouts.
Which tool will prevent a record from being created in Salesforce if the rule conditions are not met?
Validation rules.
The number of business hours that can be set for the Org to operate are _______.
Unlimited
Company X has a discount workflow that requires approval from the Sales director when the discount is over 15% and from the VP of Global Sales if the discount is over 30%. The sales rep has created a discount for 10% on a new opportunity. What happens when the sales rep submits the request for approval?
The discount will be automatically approved.
What is the storage impact of using Person Accounts?
They use twice as much storage.
Because Person Accounts consist of both _______ and _______, they use twice as much storage as standard (Business) Accounts.
an Account record and a link Contact record
In which situation are Data Validation rules enforced but no feedback is given to the end user?
Web-to-Case
Admin added a value “Cancelled” to the picklist list of status values for tasks. However, when this value is selected, tasks are not moving from “Open Activities” to “Activity History” on the related record. What would cause this to occur?
The new “Cancelled” picklist value was not configured as “Closed” when it was added.
What permissions are set in a user profile? (select one or more)
a. Object permissions
b. Run reports
c. Active
d. Marketing user
e. Mass email
Mass email
Object permissions
Run reports
Fiona wants MORe permissions for her profile.
Which of the following does a Profile control?
a. Read, Create, Edit, and Delete permissions
b. Sharing rules
c. Role level access
d. Username and Password
Read, Create, Edit, and Delete permissions
Profiles control your CRED!
Which chart type can be used to display summary values from 2 different levels of grouping in a report? (select one or more)
a. Donut chart
b. Stacked Bar chart
c. Funnel chart
d. Grouped Line chart
Stacked Bar chart
Grouped Line chart
What is the purpose of a Customer Community?
To allow the customer to log and check the status of cases online.
To provide Web Self Service by exposing Knowledge articles.
A _______ is a detailed description of a customer’s feedback, problem or question.
Case
A _______ is any marketing project that you want to plan, manage, and track in Salesforce.
Campaign
A _______ is an organization, individual or company involved with your business such as customers, competitors and partners that you wish to track in Salesforce.
Account
A _______ is any individual or influencer associated with an account that you want to track in Salesforce.
Contact
A _______ is a detailed description of a customer issue and the resolution of that issue. The collection of your Org’s _______s is sometimes referred to as the _______ knowledge base.
Solution
A _______ is any potential revenue-generating event (‘sales deal’) that you want to track in Salesforce.
Opportunity
What actions can be performed using Workflows? (select one or more)
a. Email Alerts
b. Tasks
c. Outbound Messages
d. Field Updates
e. Inbound Messages
f. API Alerts
Email Alerts
Tasks
Outbound Messages
Field Updates
Workflows actions? ETOF
Company X wants users to view the details of the calendar of the accounts and the ability to add events. What should be the Organization-Wide Defaults for the calendar?
Show details and add events
T or F:
In Chatter, a user can receive updates related to records they have followed.
True.
In Chatter, a user can receive updates related to records they have followed.
In Chatter, a user can receive _______ for users and records to follow.
recommendations
In Chatter, a user can receive recommendations for users and records to follow.
How many object types may be imported or updated (at once) using the Salesforce Data Loader?
1
An opportunity record created with a close date of July 30, meets the criteria of a time-dependent workflow rule. The time-dependent action is scheduled for July 23. What happens if the opportunity is edited before July 23 and no longer meets the criteria?
The time dependent action is automatically removed from the queue.
A list view can be described as …
a list of filtered records for ONE object.
Admin wants to schedule a weekly data export. What can they select to include? (select one or more)
a. The Org’s attachments
b. Data for specified objects.
c. The folder you want it exported to.
d. Who the export gets sent to
e. All of the data for the Org
f. The replacement of Carriage Returns with Spaces.
The Org’s attachments
Data for specified objects.
All of the data for the Org
The replacement of Carriage Returns with Spaces.
The Lightning Experience brings a reimagined consumer-like experience that is modern, efficient and smart to Salesforce users with the following devices:
Desktop, Mobile, Tablet
Admin needs to prevent the phone sales team from logging into Salesforce outside of the office. How can this be done?
Add the office IP address range to the team’s profile under Login IP Ranges.
When creating a formula, the return value can be which of the following data types? (select one or more)
a. Number
b. Checkbox
c. Text
d. Picklist
e. String
Number
Checkbox
Text
When are data validation rules enforced?
a. Upon opening the record
b. Upon closing the record
c. Upon saving a record
d. Upon editing a field
Upon saving a record
How can Admin restrict users from viewing certain fields in list views, searches, page layouts and reports?
Set the fields to hidden using field-level-security
Match the Workflow steps with the setup requirement:
Select a field
Field Update
Match the Workflow steps with the setup requirement:
Select the Subject, status and priority
Task
Match the Workflow steps with the setup requirement:
Select a template
Email Alert
Are there any restrictions for time-based workflow?
Yes, it’s not possible to configure a time-dependent workflow action that’s set to evaluate criteria:
“Every time a Record is created or edited.”
When using the Data Export wizard to export data, you can only export data if:
Enough time has passed since your last export.
Which feature is used to set the base level of access for users to records?
Organization Wide Defaults
Managed Packages differ from unmanaged packages in that some _______ are locked, allowing the managed package to be _______ later.
components, upgraded
some components are locked, allowing the managed package to be upgraded later.
What should Admin use to disable access to a custom application for a group of users?
Profiles
Match these dashboard components to their descriptions:
Use a _______ to show a set of report data in column format.
Table
Match these dashboard components to their descriptions:
Use a _______ when you have one key value to display.
Metric
Match these dashboard components to their descriptions:
Use a _______ when you have a single value that you want to show within a range of custom values.
Gauge
Match these dashboard components to their descriptions:
Use a _______ when you want to show data graphically.
Chart
What are the two main types of activities in Salesforce activities?
Tasks and Events
Can a Standard User Profile import Leads as members of a campaign?
No
What happens when a user owns an opportunity record but does not have the Read permission on Opportunity Object?
They are not able to see the Opportunity Record.
Name six components available to create a Dashboard.
Line, Bar, Table, Gauge, Funnel, Metric
There was a LINE to get into the BAR. Once inside, we got a TABLE next to an old weather GAUGE on the wall. It was a German bar so the beer FUNNELs were in METRIC.
A Sales Manager would like to view a dashboard from the perspective of different users and switch between users without editing the dashboard. Name the two steps an admin would take to enable this.
- Create the dashboard as a dynamic dashboard.
- Grant the Sales Manager the “View My Team’s Dashboards” permission.
A System Admin can edit a profile to: (select one or more)
a. Prevent the use of Mass email.
b. Deny a user access to other users’ leads.
c. Prevent a user from viewing custom tabs.
a. Prevent the use of Mass email.
c. Prevent a user from viewing custom tabs.
Which of the following are standard objects in Sales Cloud?
a. Cases
b. Deals
c. Opportunities
d. Leads
e. Work Orders
f. Price Books
g. Campaigns
Opportunities
Leads
Price Books
Campaigns
Cases and Work Orders are objects in _______.
Service Cloud
Lightning Process Builder provides a platform for users to PERFORM AUTOMATION including: (name 6 things)
Creating Records,
Calling Custom Apex Code
Submitting for Approval
Sending Email Alerts
Posting to Chatter
Multiple If/Then Statements
CC-SS-PM
Which of the following is NOT controlled by the Page Layout?
a. How detail and edit pages are organized
b. Page section customizations
c. Rollup summary
d. Field properties like visable, read-only and required
e. Controlling which fields, related lists, and Custom Links the user sees.
Rollup summary
In the workflow approval process, when a record is submitted for approval, the _______ can edit the record.
Admin
when a record is submitted for approval, the Admin can edit the record.
In the workflow approval process, Approvers can view an approval request from _______.
their home page
Approvers can view an approval request from their home page.
T or F:
In the workflow approval process, you can forward an email approval request to another email address.
False
You CANNOT forward an email approval request to another email address.
When creating a new Developer Org, if you use your work email address as the user name, this will mean…
If you leave the organization you will not be able to change the user name or use the password reset function if you also associated your work email address.
If your Org has state and country picklists enabled, standard address fields now include auto-completion. While entering text in standard address fields, users can select from possible matches in a picklist. This feature is available in: (Select one or more)
a. Lightning Experience
b. Salesforce Communities only
c. The Salesforce Mobile App
d. Classic User Interface
Lightning Experience
The Salesforce Mobile App
What is parallel approval Routing?
The ability to send approval requests to multiple approvers in a single step.
When creating a Text (encrypted) field, the field length is a maximum of how many characters?
175
The actual length is 255 but restricted to 175 characters to allow for encryption characters.
Can the User records be permanently deleted from Salesforce?
No, but you can make the inactive, which retains history of who did what in the past.
Match the security level to the description:
_______ enable you to make automatic exceptions to Org-Wide Defaults for particular groups of users, to give them access to records they don’t own or can’t normally see.
Sharing Rules
Match the security level to the description:
_______ specify the default level of access users have to each others’ records. It is used to lock down your data to the most restrictive level, then use the other record-level security and sharing tools to selectively give access to other users.
Organization-Wide Defaults
Match the security level to the description:
_______ allows owners of particular records to share them with other users.
Manual Sharing
Match the security level to the description:
_______ opens up access to those higher in the hierarchy so they inherit access to all records owned by users below them in the hierarchy.
Role Hierarchies
_______ and _______ are only used to give additional users access to records - they can’t be stricter than your Org-Wide Default settings.
Sharing Rules and Role Hierarchies
Role Hierarchies don’t have to match your org chart exactly. Instead, each role in the hierarchy should…
represent a level of data access that a user or group of users needs.
Which Type of Reports can’t be used to create groups of data or charts?
Tabular
What is the most efficient way to create a new Lightning Record Page when there are none shown in the Object Manager for this object?
Open a record page, click the gear icon and select Edit Page.
What type of dashboard components displays the grand totals from the bottom of a report?
Metric and Gauge
T or F:
If the System Admin sets a user to create only a certain record type, this user’s ability to view other record types is affected.
False. This profile only defines which record types the user can create, so they can still view other record types.
When converting a lead, what values does Stage transfer to in the Opportunity?
Stage = First stage in the list
In workflow rules, rules can be evaluated when …
records are created or edited.
When working with workflow rules, rule actions can take place …
immediately or on a specific date.
Name that custom field type:
used for representing values from a list.
Picklist and Multi-Select Picklists
Name that custom field type:
used for representing real numbers, with optional decimal points.
Number
Name that custom field type:
used for representing dates or date and time combinations.
Date or Date/Time
Name that custom field type:
A system-generated read-only sequence number, used to provide a unique ID that is independent of the internal object ID.
Auto Number
Name that custom field type:
used for representing Boolean data
Checkbox
Name the level of Data Access:
Secure access to your Org at the highest level by maintaining a list of authorized users, setting password policies, and limiting login access to certain hours and certain locations.
Organization
Name the level of Data Access:
The simplest way to control which users have access to which data. By setting permissions on a particular type of _______, you can prevent a group of users from creating, viewing, editing, or deleting any records of that _______.
Object
Name the level of Data Access:
You can use ______ level security to restrict access to certain fields, even for objects a user has access to. For example, you can make the salary _______ in a position object invisible to interviewers by visible to hiring managers and recruiters.
Field
Name the level of Data Access:
To control data with greater precision, you can allow particular users to view an object, but then restrict the individual _______s they’re allowed to see. For example, _______-level access allows an interviewer to see and edit her own reviews, without exposing the reviews of other interviewers.
Record.
A user has left the Org and you are sure there are no reports or tasks that “run as” that user. What should you do with their Salesforce user account?
Deactivate the user account
After someone leaves the org, deactivating their account prevents them from logging in but will also…
free up their Salesforce license.
_______ controls security at the field level to prevent access from everywhere.
Field Level Security
_______ control access to Record Types.
Profiles
Profiles control access to Record Types.
_______ and _______ control the values of the picklists.
Business Processes and Record Types control the values of the picklists.
You are trying to describe Permission Sets to your manager, what is an accurate description?
They are a sub-set of profiles, allowing multiple Permission Sets to be assigned to a single user.
A time-dependent action is placed in the workflow queue when the record is created. Name two reasons the action be removed from the queue.
When the action is deleted from the workflow queue.
When the record no longer matches the rule criteria.
Which tool should be used to Import more than 65,000 records in Salesforce?
Data Loader
Admin wants users to view the details of the calendar of the accounts and the ability to add events. What should be the Org-Wide Defaults for the calendar?
Show details and add events
If the org-wide default is public read/write, what feature in Salesforce is needed to restrict access to that object?
Profile
T or F:
Record types can be created for tasks.
True.
Record types CAN be created for tasks.
_______ can have multi-day events and all-day events.
Tasks
Tasks can have multi-day events and all-day events.
_______ are unique, you can’t apply Field Level Security (FLS) to standard fields and you can’t apply sharing rules to the _______.
Tasks, task object
Tasks are unique, you can’t apply Field Level Security (FLS) to standard fields and you can’t apply sharing rules to the task object.
What do we need to be able to create a Roll-Up Summary field on a parent object?
A Master Detail relationship between the parent and child objects.
Which permission is required to install and uninstall packages from the AppExchange?
Download AppExchange packages
A Roll-Up Summary field can summarize values of child records using which functions?
Count
Min
Max
Sum
The function COUNT will …
count the number of records
The function SUM will …
return a total of all values for this field.
The function MIN will …
return the lowest value.
The function MAX will …
return the highest value.
True or False: Enabling in-app notifications is an all-or-nothing process. Either they’re on for everyone, or off for everyone. Salesforce mobile App users can’t customize, enable, or disable in-app notifications for themselves.
True.
What is the purpose of the AppExchange?
Customers can share and install apps published by Salesforce partners.
Admins can download and customize pre-built dashboards and reports.
The inside sales team must have the ability to create and edit opportunities. Each user within the inside sales team must only be able to see view records they own. The outside sales team must have the ability to create and edit opportunities and view opportunities owned by users with both the inside and outside sales teams. How should this be configured?
Set OWD to private.
Create a sharing rule: outside sales team granted read access to opportunities owned by inside sales team.
Create a sharing rule: outside sales team granted read access to opportunities owned by outside sales team.
Create two roles: one for inside sales and one for outside sales.
Admin created two picklist fields: candy manufacturer (Hershey, Mars) and candy type (Snickers, Milky Way etc). Explain how to relate the fields together so that the manufacturer field could impact the choices in the candy type field.
Make the Candy Manufacturer a controlling picklist and the Candy Type a dependent picklist.
Admin created a new Lightning Record Page but the user cannot see the new layout. User has refreshed browser, logged out and logged back in again and it still does not display. What is wrong?
Admin forgot to assign the Lightning Record Page to the user’s profile.
Leads and Contacts can be associated with several _______s, but an Opportunity can have only one _______.
Campaign
Leads and Contacts can be associated with several Campaigns, but an Opportunity can have only one Campaign.
_______ and _______ can be associated with several Campaigns, but a _______ can have only one Campaign.
Leads and Contacts, Opportunity
Leads and Contacts can be associated with several Campaigns, but an Opportunity can have only one Campaign.
To create new Record Types for leads, opportunities, cases or solutions, what is the correct sequence?
Create the BUSINESS process.
Ensure the PICKLISTS have all possible values.
Create/edit page LAYOUTS.
Create RECORD Types.
Big PLayeR makes Record Types.
Workflow Rules Consist of the following components:
Workflow Task
Workflow Outbound Message
Workflow Field Updates
Workflow Email Alerts
Workflow RULES!! TOFfeE ??
Which data can be highlighted in a report using conditional highlighting?
Grand totals
Summarized totals
Summary Formulas
Highlight - GooSSe!!
Company Security Admin wants to ensure all users have a password with a min length of 10 characters, alpha, numeric and special char. How will you implement this to ensure all (including you) must comply?
Apply a password policy at the Org level.
The Marketing team, several of the Execs and several Sales Ops users need to be granted access to List views and a Report folder. What is the best way to achieve this?
Create a new public group and assign each user to this group.
Specify this group within the sharing criteria for each list view and the report folder.
_______ is the correct method to prevent user access to a specific field as this will apply to all reports, list views, page layouts, data exports and searches.
Field-Level-Security
Field-Level-Security is the correct method to prevent user access to a specific field as this will apply to all reports, list views, page layouts, data exports and searches.
A user at your company reports an error message when attempting to log in. The admin checks the user’s login history, but there is no record of the attempted login. What could be the cause of this issue?
The user is attempting to login with the wrong username.
You have installed some new Lightning Components in your org but when you are using the Lightning App Builder, the components are not available to select. What do you need to do to be able to display custom components?
go to Configure My Domain.
_______ allows custom components to be available for selection in the Lightning App Builder.
Configure My Domain allows custom components to be available for selection in the Lightning App Builder.
For restricting login access to the application, you cannot have Org-wide _______ restrictions, but you can have Org-wide _______ restrictions.
login hour, IP
For restricting login access to the application, you CANNOT have Org-wide login hour restrictions, but you CAN have Org-wide IP restrictions.
Leads and Contacts can be associated to several _______, but an Opportunity can have only one _______.
Campaigns, Primary Campaign
Leads and Contacts can be associated to several Campaigns, but an Opportunity can have only one Primary Campaign.
What are the two main parts of Workflow?
Rules and Actions
Can we convert a Lookup relationship to a Master-Detail relationship?
Yes, provided all records have the lookup fields populated with valid values.
Can you share the Dashboard components snapshot with everyone in the Company with Chatter?
Yes and everyone will be able to see it regardless of access to dashboard.
_______ control which fields, related lists, and custom links users see, on detail and edit pages only.
Page Layouts
Page Layouts control which fields, related lists, and custom links users see, on detail and edit pages only.
_______ determine whether fields are visible, read only, or required on detail and edit pages only.
Page Layouts
Page Layouts determine whether fields are visible, read only, or required on detail and edit pages only.
_______ control which standard and custom buttons display on detail pages and related lists.
Page Layouts
Page Layouts control which standard and custom buttons display on detail pages and related lists.
When Chatter is enabled in an org, name two things that happen…
The Chatter App is added to the App menu.
The Chatter tab is added to all standard Apps.
True or False:
When Chatter is enabled in an org, Accounts, Contacts, Cases, Leads and Opportunities are enabled for Chatter.
True.
When Chatter is enabled in an org, Accounts, Contacts, Cases, Leads and Opportunities are enabled for Chatter.
Access Type for a Chatter Group can be set to …
Private or Public.
Company X wants to automatically backup all Salesforce data on a weekly basis. Which tool can a system admin use to meet this requirement?
Data Export Service
User A modifies a record. This modification triggers a workflow rule for immediate execution that includes a field update on the current record. After the execution is complete, what user will be listed under the Last Modified field of this record?
User A
T or F:
Only Users with the “Manage Chatter Groups” profile permission can create groups.
False.
Any Chatter user can create public or private groups.
What are the types of email templates available in salesforce.com?
HTML with Letter Head
Custom HTML
Text
Visual Force
email templates - HCTV
Company X set the Org-wide-setting for cases to private. When a case is escalated, case ownership changes to a Tier 2 support agent. How can the Admin give the sales operations team read/write access to all escalated cases?
Create an ownership based sharing rule.
What type of customization can be done on Activities (Tasks and Events)?
Validation rules
Workflow Rules
Custom Fields
Activities Customization - VW Customization … think of a VW bus customized for activities w a ski rack on the roof and a surfboard on the side… and we build bunk beds!!
There are two user interfaces that can be used with Salesforce, one the traditional interface used since 1999 and the new one introduced in 2016. The names of these two are:
Classic Interface
Lightning Experience
Which Salesforce application tool enables instant collaboration across your company?
Chatter
_______ are designed for viewing records on touchscreen mobile devices, where space is limited and quick recognition of records is important.
Compact layouts
Compact layouts are designed for viewing records on touchscreen mobile devices, where space is limited and quick recognition of records is important.
A workflow rule contains an action that sends a task to a role called global sales managers, which inclueds multiple users. When the workflow rule is triggered, to whom will the task be assigned?
The owner of the record that triggered the workflow rule.
Admin incorrectly imported a set of Lead records and needs to remove them from Salesforce. Which tools should Admin use to complete the task?
Mass Delete Records
Salesforce Data Loader
What type of field allows users to input text, images and links?
Text area(rich)
T or F:
Record Types can only be assigned to one profile at a time.
False.
Record Types can be assigned to MULTIPLE profiles at a time.
A _______ is a collection of application components that are posted as a unit on AppExchange.
managed package
This type of relationship links two objects together, but it has no effect on deletion, record ownership, or security, and the field is not required in the page layout.
Lookup Relationship
To make a STANDARD field required, which of the following is used?
a. Profile
b. Both Page Layout and Field Level Security
c. Page Layout
d. Field Settings
Page Layout
For STANDARD fields you can only make them required from a _______. For CUSTOM fields you can make them required from either _______ or _______.
Page Layout, Field Settings or Page Layouts
For STANDARD fields you can only make them required from a PAGE LAYOUT. For CUSTOM fields you can make them required from either PAGE LAYOUT or FIELD SETTINGS.
We need to create a Junction Object between the Student object and the Course object. What do we need to add to this new object (enrollment) to make this work? Note: An enrollment record must contain both a student and a course
Make a Master-Detail field from both objects.
A _______ is a custom object with two master-detail relationships.
Junction object
A Junction object is a custom object with two master-detail relationships.
If a field is visible in the Search Layout but hidden for certain users via the field-level security setting for their profile, then…
The field-level security overrides the search layout and the field will be hidden for those users.
If you are in Lightning Experience and you need to go back to the Classic Interface, you would…
Click your photo in the top right corner and select Switch to Salesforce Classic from the Options
T or F:
In the workflow approval process, the approvers delegate can also approve a request.
True
In the workflow approval process, the approvers delegate CAN also approve a request.
What things are configured under Locale Settings?
Name Order
Date and Time Format
Number Format
Address Format
Phone Number Format
He said this is a nice Locale and then took a NAP in North Dakota.
Admins can automate their organization’s standard process by creating a _______.
workflow rule
Admins can automate their organization’s standard process by creating a workflow rule.
On the AppExchange, how can dashboards, reports and Visualforce code can be published?
Dashboards, reports and Visualforce code can be published as part of a package.
If a user is active in a workflow, it will prevent the user from _______.
If a user is active in a workflow, it will prevent the user from being deactivated.
What are two reasons a user cannot be deactivated?
If the user is:
1. active in a workflow
2. a Customer Community Administrator
Control access to Chatter with a _______ or _______.
Control access to Chatter with a profile or permission set.
Public Read/Write/Transfer is only available for _______ and _______.
Public Read/Write/Transfer is only available for Leads and Cases.
One can add and remove fields on a report by creating a _______.
One can add and remove fields on a report by creating a custom report type.
What automatically assigns a user or queue to all cases that don’t match any case assignment rule entries?
Defining the Default Case Owner in Support Settings.
Custom lead fields allow custom information to convert to custom fields in what three objects?
Custom lead fields allow custom information to convert to custom fields in accounts, contacts, and opportunities.
_______ allows you to associate an Opportunity to multiple campaigns.
Campaign influence allows you to associate an Opportunity to multiple campaigns.
To be able to use _______, you must have a Master-Detail relationship between the two objects.
Roll-up Summary fields
To be able to use Roll-up Summary fields, you must have a Master-Detail relationship between the two objects.
If your organization uses person accounts and you’re exporting contacts, what do you need to be aware of?
Person account records are included in the contact data, however, the contact data only includes the fields shared by contacts and person accounts.
Sharing Rules can be used to: (select two)
a. Restrict record access to users in Public Groups
b. Extend record access to users with the role of Developer
c. Extend record access to users in Public Groups
d. Restrict record access to users with the role of Developer
b. Extend record access to users with the role of Developer
c. Extend record access to users in Public Groups
Name three categories that can be used when enabling sharing rules.
Public Groups
Users
Roles
Sharing rules make me PUR.
Workflow actions cannot update _______.
child records
Workflow actions cannot update child records.
A workflow rule cannot trigger a _______.
validation rule
A workflow rule does not trigger a validation rule.
How often can a Salesforce org generate backup files of your data?
A Salesforce org can generate backup files of your data on a weekly or monthly basis.
_______ are contacts or leads associated with campaigns.
Campaign members
Campaign members are contacts or leads associated with campaigns.
_______ automatically escalate cases when the case meets the criteria defined in the rule entry.
Escalation rules
Escalation rules automatically escalate cases when the case meets the criteria defined in the rule entry.
_______ let you automatically send email responses to lead or case submissions based on the record’s attributes.
Auto-response rules
Auto-response rules let you automatically send email responses to lead or case submissions based on the record’s attributes.
Admin can automate your organization’s standard process by creating a _______.
workflow rule
_______ verify that the data a user enters in a record meets the standards you specify before the user can save the record.
Validation rules
Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record.
What are the three levels of language support?
fully supported,
end user,
platform-only languages
What are three different license types in Salesforce?
User Licenses
Feature Licenses
Permission Set Licenses
_______ define the baseline of features available to a user.
User licenses
User licenses define the baseline of features available to a user.
_______ grants access to additional features that are not included in a standard license, such as Marketing, Knowledge, or CRM content.
Feature Licenses
Feature Licenses grants access to additional features that are not included in a standard license, such as Marketing, Knowledge, or CRM content.
_______ gradually grant users access to features that are not included in their user licenses.
Permission set licenses
Permission set licenses gradually grant users access to features that are not included in their user licenses.
What does API stand for?
Application Programming Interface
_______ are timelines that include all the steps (or milestones) that your support team must complete to resolve support records like cases or work orders.
Entitlement processes
Entitlement processes are timelines that include all the steps (or milestones) that your support team must complete to resolve support records like cases or work orders.
_______ follow the Gregorian calendar and can be configured to start on the first day of ANY MONTH and be named for the starting or ending year.
Standard Fiscal Years
Standard Fiscal Years uses the Gregorian calendar and can be configured to start on the first day of ANY MONTH and be named for the starting or ending year.
_______ can be defined by using CUSTOM PERIODS and can be based on existing template or an existing template can be modified.
Custom Fiscal Years
Custom Fiscal Years can be defined by using CUSTOM PERIODS and can be based on existing template or an existing template can be modified.
Where do you adjust the fiscal year?
Under Company Settings
How much data storage is used by creating most records?
Most records use 2KB of storage.
How much data storage is used by creating a Person Account record?
A Person Account record uses 4KB of storage.
How much data storage is used by creating a Campaigns record?
A Campaigns record uses 8KB of storage.
How much data storage is used by creating a Articles record?
An Articles record uses 4KB of storage.
How much data storage is used by creating an Email Messages record?
Trick Question… it will use the amount of storage equivalent to the size of the email.
The main capability of the Lightning Process Builder is to _______.
create automation.
The main capability of the Lightning Process Builder is to create automation.
The _______ will be different across environments (e.g. Development, Test, Production) and will need to be provided when requesting support from Salesforce and other AppExchange vendors.
Org ID
The Org ID will be different across environments (e.g. Development, Test, Production) and will need to be provided when requesting support from Salesforce and other AppExchange vendors.
Where can the Org ID be found?
The Org ID can be found on the Company Information page.
How many object, maximum, can be added to a custom report type?
Four as long as the objects have associations.
Each report type must specify a _______ and may optionally include other _______.
primary object, related objects
Each report type must specify a primary object and may optionally include other related objects.
Admin is using sharing rules to grant access to users. Which two types of record access can the admin grant?
Read Only and Read/Write
A _______ does not trigger a validation rule.
workflow rule
A workflow rule does not trigger a validation rule.
Case teams are configured by _______.
Admins
Case teams are configured by Admins.
An administrator needs to configure Ursa Major Solar’s Salesforce Mobile app with the company’s brand-specific images and color schemes.
Which set of branding options should the administrator use?
Loading Page Logo, Brand Color, Loading Page Color
Who can create public groups?
Only administrators and delegated administrators can create and edit public groups.
True or False:
Validation rules can update fields which are not included in a page layout.
False
Validation rules CANNOT update fields which are not included in a page layout.
