SFB Practice Exam Flashcards
Your manager has instructed you that a user has been terminated from your company and therefore their access to Salesforce needs to be cut. Because of their seniority, their user has a lot of dependencies in the system. Which feature would best cope with this scenario?
- Deactivate their user record
- Reset their password
- Freeze their user record
- Delete their user record
3
Where can you make a field required? (Select 3)
- Record Type
- Validation Rules
- Workflow Rule
- Page Layouts
- Field Edit page
2, 4 & 5
If an agent determines that an issue on a Case is due to a bug, they would like to alert their backend platform and create a record on that system. Which automation feature would best suit this requirement?
- Workflow Rule - Email Alert
- Workflow Rule - Outbound Message
- Process Builder - Create a Record
- Process Builder- Outbound Message
2
When are workflow rules evaluated?
- When a record is cloned
- Before a record is deleted
- When a record is created
- When a record is created or updated
4
What are two ways leads can be captured with Salesforce? (Select 2)
- Lead Import
- Lead Assignment
- Web to Lead
- Email to Lead
1 & 3
Which of these objects can you map a field to on lead conversion? (Select 3)
- Opportunities
- Contacts
- Accounts
- Cases
1, 2 & 3
Which of the following are standard Salesforce Objects? (Select 3)
- Contract
- Opportunity Product
- Pricebook
- Ticket
1, 2 & 3
Which of these features can be utilised on a page layout? (Select 3)
- Rename the label of a field
- Add conditional highlighting to a field
- Make a field read-only
- Make a field visible
- Make a field required
3, 4 & 5
A tab is automatically created when you create a custom object.
- FALSE
- TRUE
1
What permissions are needed to import leads and contacts to a Campaign?
- Marketing user checkbox & profile
- Marketing User permission set
- Marketing user profile
- Marketing user checkbox on user.
1
A customer service manager would like to automatically assign cases to the most appropriate agent to handle the request. What feature could be used:
- Email to Case
- Web to Case
- Case Assignment Rules
- Case Escalation Rules
3
You want to give a profile access to a custom object. What would be the best way to do this?
- Clone a standard profile and grant additional access
- Edit a standard profile
- Create a permission set and assign it to relevant users
- Create a new profile and grant access
1
A high value customer of SFB Industries has asked for a way for them to view all open cases and add comments. What Salesforce feature would enable this?
- Email to Case
- Salesforce Answers
- Salesforce Community
- Case Comments
3
What should a system administrator consider before importing a set of records into Salesforce? (Select 2)
- The import file should include a record owner for each record
- Validation rules are not triggered when importing data using the import wizard
- Currency field values will default to the personal currency of the record owner
- Data should be de-duplicated in the import file prior to import
1 & 4
What is true about dynamic dashboards:
- If a user wants to customise the dashboard, they should use a dynamic dashboard
- A dynamic dashboard will show data according to the user’s security settings
- A dynamic dashboard will refresh automatically several times a day
- In dynamic dashboards, the source reports used can vary according to the user
2
If the Org Wide Default is Public Read/Write, what feature in Salesforce is needed to restrict access to that object?
- Page Layout
- Record Type
- Role Hierarchy
- Profile
4
A Customer Success manager from SFB Industries would like an onboarding case to be created once an Opportunity closes. Which automation feature would best suit this requirement?
- Apex Trigger
- Workflow Rule
- Case Assignment
- Process Builder
4
To track revenue gain or loss based on currency fluctuations, you must implement what feature?
- Multi-Currency
- Sandbox
- Territory Management
- Advanced Currency Management
4
SFB Industries has a private Org. Sometimes it is needed to bring in multiple developers to help solve complex cases. What is the most effective way to give them access?
- Manually share the case record
- Create a Case Team
- Create a group
- Create a permission set
2
Gauge and Metric Dashboard component types are based on what from a report?
- Sum
- Grand Total
- Average
- Chart
2
A sales manager at SFB Industries would like to import leads from a recent event. To ensure efficiency, she would like these to be automatically assigned to the relevant sales rep based on the state field. How can you set this up?
- Create a process builder to assign to a certain rep based on the state field
- Create a lead assignment rule
- Create an Apex trigger to assign to a certain rep based on the state field
- Create a Territory assignment rule
2
An Approval Process begins when a record is..
- Created
- Saved
- Edited
- Submitted for Approval
4
What are the different types of Sharing Rules? (Select 4)
- Account Sharing Rules
- Lead Sharing Rules
- Case Sharing Rules
- Activity Sharing Rules
- Custom Object Sharing Rules
1, 2, 3 & 5
How do you delete a user in Salesforce?
- Deleting all information from their profile.
- You may only delete users via an API
- Going to their profile and clicking the delete button
- You cannot delete a Salesforce User
4