Study Flashcards for SF exam
Picklists
- Menus that expand to give users choices
- Helps simplify data entry and standardize values
- These guide users to the values they need and make data entry quick
- Can ONLY select one value at a time
- NOT ideal for long entries, or unique values
2 Parts of a Picklist
- ) Field
2. ) Value Set
Picklist Field
- Defines the type of picklist
- Ex: Can users select more than one value?
Picklist Value Set
Defines the choices a user sees, their order and the default value, and other settings
3 Types of Picklists
- ) Standard
- ) Custom
- ) Custom Multi-Select
Standard Picklists
- Picklists that are included in my Salesforce org before any customization
- Included for the common fields I likely want on standard objects that come with my org
- Sometimes shares a standard value set
- With this type of picklist, I can:
1. ) Add/Remove these from Page Layouts
2. ) Set a Default Value
3. ) Can add Values via Apps or API - Examples include the Lead Source ________ on the Lead object
Custom Picklists
- Picklists that I create from scratch
- I can add my own values and configure this type of picklist’s behavior
- The following can be done with this type of picklist:
1. ) Add/Remove from Page Layouts
2. ) Delete from my Org
3. ) Set a Default Value
4. ) Use a Formula for a Default Value
5. ) Can add Values via Apps or API
6. ) Can be Restricted
7. ) Can be a Dependent Picklist
Custom Multi-Select Picklists
- I should select this option if I want my users to select more than one value from the ________
- When a user picks more than one value, the selected values show in the field, separated by a semicolon
- Ex: Gingerbread;Strawberry;Chocolate
- The following can be done with this type of picklist:
1. ) Add/Remove from Page Layouts
2. ) Delete from my Org
3. ) Set a Default Value
4. ) Use a Formula for a Default Value
5. ) Can select Multiple Values
6. ) Can add Values via Apps or API
7. ) Can be Restricted
8. ) Can be a Dependent Picklist
2 Picklist Properties
- ) Restricted
2. ) Dependent or Controlling
Restricted Picklists
- Keeps users from adding new values (either through the API or other apps)
- This restriction is useful for keeping my data consistent
- Ex: Imagine someone working in an app that loads data into my picklist and entering a typo into the list (for example, Vamilla)
Dependent (or Controlling) Picklists
- Filters values for one picklist based on a selection from another picklist or a checkbox (the ‘controlling’ value) on the same record
- Ex: Say my bakery has a hundred different kinds of cookies, and I want to guide customers with gluten or nut allergies to cookies that don’t have gluten or nuts. I should create this type of picklist for preferences to select “all” , “gluten-free” or “nut-free”. Then, I should set the cookie flavor picklist as this type of picklist of the preference picklist. When someone selects “gluten-free” the cookie flavor picklist shows only the gluten-free flavors
Global Value Set
A custom set of values I create to share with more than one picklist field
Assignment Rules
- A numbered set of distribution rules that determine which owner a Lead record should be assigned (either a specific user or to a Salesforce Queue)
- These are generally used at the point in time when a Lead is created (typically by Web-to-lead or an integrated marketing automation platform like Pardot, Marketo, HubSpot)
- However, they also could be called again later on an existing Lead (by a user), or by a tool like Data Loader
Standard Objects
- Objects that are included in Salesforce
- Examples of these types of objects are:
1. ) Account
2. ) Account History
3. ) Case
4. ) Contact
5. ) User
6. ) Asset
7. ) Domain
Account
- Standard object which represents an individual account, which is an org or person involved in the business like customers, competitors, partners, etc.
- This object should be used to query and manage accounts in my org
Account History
- Standard object which represents the history of changes to the values in the fields of an account
- This standard object should be used to identify changes to an account
Case
- Standard object which represents a case, which is a customer issue or problem
- This standard object should be used to manage cases for my org
Contact
- Standard object which represents a contact, which is an individual associated with an account
- This standard object should be used to manage individuals who are associated with an Account in an org
User
- Standard object which represents a user in an org
- This standard object should be used to query information about users and also helps to provide and modify the information concerning the users
Asset
- Standard object which represents an item of commercial value, such as a product sold by the company or a competitor that a customer has purchased and installed
- This standard object should be used to track assets previously sold into customer accounts. With asset tracking, a client application can quickly determine which products were previously sold or are currently installed at a specific account
Domain
- Standard object which is a read-only object that represents a custom Web address assigned to a site in my org
- This standard object should be used to query the domains that are associated with each website in my org
Custom Objects
- Objects that I create to store information that’s specific to my org or industry
- These types of objects contain the following features:
1. ) Build page layouts to control which fields users can view and edit when entering data for the custom object record
2. ) Import custom object records
3. ) Create reports and dashboards to analyze custom object data
4. ) Create a custom tab for the custom object, to display the object’s data
5. ) Track tasks and events for custom object records
6. ) Import custom object records
Look-up Relationship
- Links 2 objects together
- Can also link an object with itself
- Allows me to relate records to each other, creating a parent-child schema
- Generally, this is done between the different objects (such as Accounts and Contacts), but it can be one object (such as Parent Accounts)
- Relationship fields allow for users to specify how records affect each other and help with reporting
Master-Detail Relationship
- Closely links objects together such that the master record controls certain behaviors of the detail and subdetail record
- For example, I can define a two-object _____________ relationship, such as Account—Expense Report, that extends the relationship to subdetail records, such as Account—Expense Report—Expense Line Item
- Allows for Roll-up Summary fields to be created
- This relationship type also affects security in that the Detail (or child) record does not have a record owner. It inherits its visibility from the Master (or parent) record. That can be very beneficial, or limiting, depending on my use case
Many-to-Many Relationship
- Allows each record of one object to be linked to multiple records from another object and vice versa
- For example, I create a custom object called Bug that relates to the standard case object such that a bug could be related to multiple cases and a case could also be related to multiple bugs
- When modeling a many-to-many relationship, I will use a junction object to connect the two objects you want to relate to each other
Junction Object
Term to describe an object that is designed to have two different parent objects (generally with Master-Detail relationships), which forms a many-to-many relationship
S-Control
- Customized elements that are used to store my program’s code
- It can also be used to refer to another code outside of my org
- This element is often utilized to improve the function of an existing Salesforce organization and application
Field Security
- A setting that lets Salesforce Admins define user restrictions as to who can access specific org data
- The setting lets the Admin control which user profiles can view, edit, and save information on specific fields
Role Hierarchy
- Works together with sharing settings to determine the levels of access users have to Salesforce data
- Users can access the data of all the users directly below them in the hierarchy
List Views
- Unused tool in the Salesforce toolshed; with these, I can quickly see particular segments of my data
- Queries I can present to my users to help them review the records that interest them
- Most often found when they click on a tab in an app, but they could also be displayed in via Lightning Components on other Lightning Pages
- These can be be filtered how they are needed and display whichever columns are relevant
- Users can also pin their default List View on each tab
3 Types of Reports in Salesforce
- ) Joined
- ) Summary
- ) Matrix
- ) Tabular
Joined Reports
- Combines two reports that have different report types, within a single view so I can compare data
- These types of reports appear like one single report so that I can get a more holistic data view
Summary Reports
- Most commonly used report; great for showing groups of data (ex: If I want to see the number or value of opportunities per account, I would group my report by Account Name) - I can also subgroup fields by dragging them under the initial group
Matrix Reports
- Very similar to summary reports, but they allow me to group by rows as well as columns to see different totals
Tabular Reports
- The simplest of reports; suited just to show lines of data and nothing else
- This type of report is similar to an Excel spreadsheet
- If I just want to show data without the need to show totals, calculations, or groups of data, then this is the report for me
- It is also best to use this report type if I am planning to export data
Sharing Rules
- Can be based on who owns the record or on the values of fields in the record
- For example, use these to extend sharing access to users in public groups or roles
- As with role hierarchies, these can NEVER be stricter than my org-wide default settings
- These are the following types:
1. ) Force.com Managed Sharing
2. ) Record Ownership
3. ) Role Hierarchy
4. ) Sharing Rules
5. ) User Managed Sharing, also known as Manual Sharing
6. ) Apex Managed Sharing
Roll-Up Summary Field
- Available on the master side of a Master-Detail relationship
- This allows Admins to aggregate data from related detail records (count them, sum a numeric value on them, etc.) in real time
- Ability to have these types of fields is the top reason why I would consider a Master-Detail relationship
Visual Force
- Primarily used back in the Salesforce Classic “era” and based on tag-based markup language, similar to HTML
- Framework that can be used by developers to create completely custom user interfaces on Salesforce
Lightning Development
- A modern, componentized UI Framework that uses HTML and Javascript
- Framework that can be used by developers to create completely custom user interfaces on Salesforce
Managed Packages
Packages that arelocked down from being edited, kind of like apps I install on my smartphone
Unmanaged Packages
Packages that, once installed, I can customize to my liking
Big Deal Alerts
- Send automated emails to users when an Opportunity reaches or exceeds a certain threshold of Probability and Amount that I determine
- I’ll select the threshold criteria, choose the sender, add a list of recipients and decide whether or not to alert the Opportunity Owner
Auto-Response Rules
- Allows me to automatically send e-mail responses to Lead or Case submissions based on the record’s attributes
- For example, I can send an automatic reply to customers to let them know someone at my org received their inquiry
- I can create these types of rules for leads captured through a Web-to-Lead form and for cases submitted through one of the following:
1. ) Self-Service portal
2. ) Customer Portal
3. ) Web-to-Case form
4. ) Email-to-Case message
5. ) On-Demand Email-to-Case message
Escalation Rules
- Automatically escalates cases when the case meets the criteria defined in the rule entry - I can create rule entries, which define criteria for escalating a case, and escalation actions, which define what happens when a case escalates
Data Import Wizard
- Tool which makes it easy to import/update data for many standard Salesforce objects, including Accounts, Contacts, Leads, Solutions, Campaign Members, and Person accounts
- I can also import/update data for custom objects
- Does NOT support Opportunities!
- I can import up to 50,000 records at a time with this tool
- I can also insert 0 - 50,000 records
- The following 3 functions can be carried out with this tool:
1. ) Insert
2. ) Update
3. ) Upsert - This tool includes the following features:
1. ) Avoid duplicates by selecting matching criteria such as Email or ID
2. ) Turn off Workflow Rules and Processes during an import/update/upsert
3. ) Able to assign a Lead Source
4. ) Select Lead Assignment Rules
5. ) Assign Contacts or Leads to a Campaign
6. ) Can be used by both the Admin and the Users
7. ) Deduplication CAN be performed with this tool
8. ) Validation rules are available with this tool
Insert
Data Import Wizard feature which gives me the ability to insert new records into Salesforce
Update
Data Import Wizard feature which enables me to make changes to existing records inside Salesforce
Upsert
Data Import Wizard feature which combines insert and upsert, updates a record if it already exists, or – if not – inserts it
Data Loader
- Client application tool which has the following 7 functions:
1. ) Insert
2. ) Update
3. ) Upsert
4. ) Delete
5. ) Hard Delete
6. ) Export
7. ) Export All - This tool can be used to work with, import, and update data from ALL standard and custom objects (including Opportunity records)
- When using this tool to export data, I must select the object and the fields that I would like to export out of my Salesforce org. An SOQL query is created that I can update to add the ‘Where’ clause to filter down the data that I am looking to export
- This tool can ONLY be used by an Admin
- Data loads can be scheduled with this tool
- Can insert between 0 - 5,000,000 records
- Validation rules can be initiated with this tool
Page Layouts
- Controls the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages
- They also help determine which fields are visible, read only, and required
Workflow Rules
- An automation tool in Salesforce that offers time-saving solutions for making different internal processes of a company switch from manual work and for optimizing various procedures
- These indicate specific criteria to be met in order to trigger automated actions
- Consists of 2 components:
1. ) Criteria
2. ) Actions - Will be retired at the end of 2022
3 Types of evaluation criteria for Workflow Rules in Salesforce
- ) Created
- ) Created & everytime it’s edited
- ) Created & everytime its edited to subsequently meet the criteria
‘Created’
- 1st type of evaluation crtieria for Workflow Rules
- Runs the rule if the rule criteria is met, ONLY when a record is created
- This rule runs one time ONLY
‘Created and Every Time Its Edited’
- 2nd type of evaluation crtieria for Workflow Rules
- Runs the rule if the criteria is met everytime a record is created and edited
- With this option, the rule criteria runs repeatedly as long as the rule criteria is met
- Note: Time-Dependent actions CANNOT be added in a workflow rule with this evaluation criteria
‘Created and Every Time its Edited to subsequently meet the criteria’
- 3rd type of evaulation criteria for Workflow Rules
- Runs the rule if the criteria is met:
1. ) Always when a record is created and meets the criteria
2. ) Only when a record not meeting the criteria is updated and now it meets the criteria - By default, this criteria is selected
2 Types of Actions for Workflow Rules
- ) Immediate Actions
2. ) Time-Triggered Actions
Immediate Actions
Actions that are executed IMMEDIATELY when the criteria for a rule is met
Time-Triggered Actions
- Actions that are executed at a specific time which is specified when creating this type of action
- In these types of actions, when the date or time comes on which the action needs to be executed, it again verifies that the record is still meeting the criteria or not
- If yes then it executes the respective action; otherwise the action isn’t executed
4 Actions that can be specified in a Workflow Rule
- ) E-mail Alert
- ) Field Update
- ) Tasks
- ) Outbound Messages
E-mail Alert
- 1st action that can be specified in a Workflow Rule
- Action which sends automated e-mails using an e-mail template
- 4 Types:
1. ) Text
2. ) HTML with Letterhead
3. ) Custom HTML
4. ) Visualforce
Field Update
- 2nd action that can be specified in a Workflow Rule
- Allows automatic change of a field value on the record that initially triggered the workflow rule
Tasks
- 3rd action that can be specified in a Workflow Rule
- This action assigns a ____ to a single user, owner, or a role
- A notification e-mail can be sent to the assignee when a ____ is automatically assigned
- These should be assigned to roles if they have only one user assigned to that role
- If there is more than one user assigned to that role then the ____ automatically gets assigned to the owner of the workflow rule Users who triggered the workflow rule
Outbound Message
- 4th type that can be specified in a Workflow Rule
- Sends particular information to a designated endpoint such as an external service
- These types of messages can be listened to using a SOAP AP
Triggers
- A segment of Apex code which executes before or after inserting or modifying a Salesforce record based on the condition provided
- These are used to perform operations based on specific conditions, to modify related records, or restrict certain operations from happening
- There are different types based on the action going to be performed
- These are Before Triggers and After Triggers
Before Triggers
These are used to update or validate the value in a record before I save it to my Salesforce database
After Triggers
- These are used to access the values contained within a record and that value is used to make changes to other records in my Salesforce database
- These are read-only
Record Types
- Allow me to have different business processes, picklist values, and page layouts to different users based on profile
- I might create these for example to differentiate my regular sales deals from my professional services engagements
- Offering different picklist values for each helps me to configure different business processes, assign page layouts, and picklist values
- These can be linked to user profiles
- There can be different page layouts and picklist values based on these
Trialforce E-mail Branding
- Allows me to modify system-generated emails so that they appear to come from my org rather than from Salesforce
- This only applies to users who sign up for my application through Trialforce
- Each Trialforce source organization comes with a standard set of email notifications that are sent to customers
- For example, customers get an email notification when they first sign up, or when they reset their password
- I don’t have to rewrite all of these system-generated emails myself; I just need to provide the values for the fields and the system takes care of the rest
4 Types of Sandboxes
- ) Developer
- ) Developer Pro
- ) Partial
- ) Full
Developer Sandbox
- Intended for development and testing in an isolated environment
- This type of sandbox includes a copy of my production org’s configuration (metadata)
- Has no data initailly (this type of Sandbox differs in the amount of data it can contain)
- This type of Sandbox can be refreshed daily
Developer Pro Sandbox
- Intended for development and testing in an isolated environment and can host larger data sets than a Developer sandbox
- This type of sandbox includes a copy of my production org’s configuration (metadata)
- This type of sandbox should be used to handle more development and quality assurance tasks and for integration testing or user training
- Has no data initailly (this type of Sandbox differs in the amount of data it can contain)
- This type of sandbox can be refreshed daily
Partial Sandbox
- Intended to be used as a testing environment
- This environment includes a copy of my production org’s configuration (metadata) and a sample of my production org’s data as defined by a sandbox template
- This type of sandbox can be used for quality assurance tasks such as user acceptance testing, integration testing, and training
- This type of sandbox starts with some or all of your Production data
- This type of sandbox can be refreshed every 5 days
Full Sandbox
- Intended to be used as a testing environment
- Only these types of sandboxes support performance testing, load testing, and staging
- These types of sandboxes are a replica of my production org, including all data, such as object records and attachments, and metadata
- The length of the refresh interval makes it difficult to use these types of sandboxes for development
- It is recommended that I apply a sandbox template so that my sandbox contains only the records that I need for testing or other tasks
- This type of sandbox starts with some or all of my Production data
- This type of sandbox refreshes every 29 days
15 Common Standard Profiles in Salesforce
- System Administrator
- Standard Platform User
- Standard Platform One App User
- Standard User
- Customer Community User
- Customer Community Plus User
- Partner Community User
- Partner User
- Solution Manager
- Marketing User
- Contract Manager
- Read-Only
- Chatter Moderator User
- Minimum Access - Salesforce
- Site.com Only User
7 Points to consider when Scheduling Reports
- I can’t create schedules for joined reports
- My org is limited to no more than 200 scheduled reports. Additional scheduled reports may be available for purchase
- Scheduled reports run in the time zone of the user who set up the schedule
- The report runs within 30 minutes of the time I select for Preferred Start Time
- Scheduling reports is not tracked in the audit trail history
- The access level of the running user determines what other users, including portal users, see when they receive the scheduled report run results
- I can send reports only to email addresses included on Salesforce user records
Approval Process
- Automates how records are approved in Salesforce
- This type of process specifies each step of approval, including from whom to request approval and what to do at each point of the process
Forecast Type
- A forecast that’s configured to use a specific type of data:
1. ) Standard Opportunity Fields
2. ) Opportunity Splits
3. ) Overlay Splits
4. ) Custom Opportunity Fields
5. ) Product Families
6. ) Territories - Each type specifies a measurement: revenue or quantity
- Territory, schedule date, and product date forecasts are available in Lightning Experience ONLY
Related Lists
- Single component which shows a list of related records based on one specific object
- For example, if I’m looking at a contact detail page, I can specify to see the cases related to that contact, without seeing all other types of related records
- I should use this component on an object page or on a custom page to add specific, related information in context for the page
- Members can create records from the list and from lookups
Compact Layout
- Used to display the key fields of a record whenever the minimum required details of the record is needed
- These types of layouts control which fields users see in the highlights panel at the top of a record
- It also controls the fields that appear in the expanded lookup card that we see when we hover over a link in record details
- These types of layouts also control how records display in the Salesforce mobile app
- I can help my users see what they need on mobile screens to quick recognize the records
- With these types of layouts, I can highlight whatever my users need to see at a glance when they look at a record
- There are separate _______ layouts for each object
Mini Page Layouts
- Defines the hover details that display when when I hover my mouse over a field on an object’s detail page or in the Recent Items section of the sidebar
Custom Formula Fields
- Read-only
- NOT visible on record detail pages
- Are supported on Standard and Custom objects
- Accessible via the Force.com SOAP API
- The values are calculated every time they are needed; they are NOT stored
- Allows me to set dynamic default values for new records
- Used in validation rules to ensure business requirements are met and data quality is maintained
- Used to enforce other business rules, including Workflow Rules, Approval Processes, Approval Steps, Assignment Rules, Escalation Rules, Auto-Response Rules
- MAY reference other formula fields
- MAY reference fields from child to parent objects
- NOT searchable
- Can reference standard fields or custom fields
- Cannot reference text-area long fields
- Cannot add multiple records together
Folder
- A place where I can store Reports, Dashboards, Documents, or E-mail templates
- These can be public, hidden, or shared, and can be set to read-only or read/write
- I control who has access to its contents based on roles, permissions, public groups, and license types
- I can make this available to my entire org, or make it private so that only the owner has access
Field Sets
- A grouping of fields
- When this is added to a Visualforce page, developers can loop over its fields and render them
- Admin can edit or create Field sets for the Org
- For example, you could have a field set that contains fields describing a user’s first name, middle name, last name, and business title.
Lookup Filters
Administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields
32 Objects Salesforce supports for Lookup Filters on relationship fields
- ) Accounts
- ) Assets
- ) Badges
- ) Badges Received
- ) Campaigns
- ) Cases
- ) Contacts
- ) Content Folders
- ) Contracts
- ) Endorsements
- ) Entitlements
- ) Ideas
- ) Leads
- ) Opportunities
- ) Order Products
- ) Orders
- ) Products
- ) Quotes
- ) Service contracts
- ) Skill Users
- ) Skills
- ) Social Personas
- ) Solutions
- ) Thanks
- ) User Provisioning Accounts
- ) User Provisioning Logs
- ) User Provisioning Requests
- ) Users
- ) Work Order Line Items
- ) Work Orders
- ) Zones
- ) Custom objects
7 Things that are saved in File Storage
- ) File Attachments
- ) Files Home
- ) Salesforce Content
- ) Chatter files (including User photos)
- ) Info. in the ‘Documents’ tab
- ) The custom ‘File’ field on ‘Knowledge’ articles
- ) Site.com assets
27 things that can be saved in Data storage
- ) Accounts
- ) Article types (format: “[Article Type Name]”)
- ) Article type translations (format: “Article Type Name] Version”)
- ) Campaigns
- ) Campaign Members
- ) Cases
- ) Case Teams
- ) Contacts
- ) Contracts
- ) Custom objects
- ) E-mail messages
- ) Events
- ) Forecast items
- ) Google docs
- ) Ideas
- ) Leads
- ) List E-mails
- ) Notes
- ) Opportunities
- ) Opportunity Splits
- ) Orders
- ) Quotes
- ) Quote Template Rich-Text Data
- ) Solutions
- ) Tags: Unique Tags
- ) Tasks
- ) All objects tied to Field Service Lightning Enablement
12 Situations in which changing the Data Type of an existing field can cause Data Loss
- ) Changing to or from type Date or Date/Time
- ) Changing to Number from any other type
- ) Changing to Percent from any other type
- ) Changing to Currency from any other type
- ) Changing from Checkbox to any other type
- ) Changing from Picklist (Multi-Select) to any other type
- ) Changing to Picklist (Multi-Select) from any other type
- ) Currently defined picklist values are retained when you change a picklist to a multi-select picklist. If records contain values that aren’t in the picklist definition, those values are deleted from those records when the data type changes.
- ) Changing from Auto Number to any other type
- ) Changing to Auto Number from any type except Text
- ) Changing from Text to Picklist
- ) Changing from Text Area (Long) to any type except Email, Phone, Text, Text Area, or URL
5 Current Salesforce Editions
- ) Essentials
- ) Professional
- ) Enterprise
- ) Unlimited
- ) Developer
Essentials Edition
- Designed for small businesses that want to get started with a CRM system quickly
- It includes intuitive walkthroughs and a setup assistant to get started, an easy-to-use UI, and administration tools to customize your deployment as I grow
Professional Edition
- Designed for businesses requiring full-featured CRM functionality
- It includes straightforward and easy-to-use customization, integration, and administration tools to facilitate any small to midsize deployment
Enterprise Edition
- Meets the needs of large and complex businesses
- It gives me advanced customization and administration tools, in addition to all the functionality available in this Edition, that can support large-scale deployments
- Thid Edition also includes access to Salesforce APIs, so I can easily integrate with back-office systems
Unlimited Edition
- Maximizes my success and extends it across the entire enterprise through the Lightning Platform
- It gives me new levels of platform flexibility for managing and sharing all your information on demand
- Includes all Enterprise Edition functionality, Premier Support, full mobile access, unlimited custom apps, increased storage limits, and other features
Developer Edition
- Provides access to the Lightning Platform and APIs
- It lets developers extend Salesforce, integrate with other applications, and develop new tools and applications
- This Edition also provides access to many of the features available in Enterprise Edition
Running User
The user who determines the security settings for which the data in the dashboard will be displayed
Visibility of information (High to Low)
- ) Org-Wide Defaults
- ) Role Hierarchy
- ) Sharing Rules
- ) Manual Sharing
Service Console
- The centralized interface in the Salesforce Service Cloud
- This is an application devoted to customer service, support and customer experience
- With this, agents can view all relevant customer information related to a customer case, or customer support incident
Sales Console
A standard Salesforce Lightning app that gives me all my Sales tools at my fingertips to prospect leads, close deals, and manage relationships
Console Layouts
Defines what objects are available to users in the Agent console’s list view frame
Cloud Scheduler
- Allows Admins to request meetings with customers, and have customers select when they can meet before the meeting is confirmed
- When this is used to request a meeting, Salesforce.com creates a unique Web page for your meeting that displays the proposed meeting times
- When invitees visit the page, they select the times that work for them, and send you a reply
- Salesforce.com tracks all the responses so you can pick the best time to meet when you confirm the meeting.
Workflow Alert
An e-mail generated by a workflow rule or approval process and sent to designated recipients
Deactivating a User
- Means that a User will not be deleted from the system but will no longer be able to log in to Salesforce and their records can be transferred to another User
- They cannot be part of workflows or part of any automated processes
- Deactivating a User will be available user licenses available for use in my org
Freezing a User
- Means that only stops the User from being able to login
- In some cases, I can’t immediately deactivate a user (such as when a user is selected in a custom hierarchy field or a user that’s assigned as the sole recipient of a workflow email alert)
- To prevent users from logging into my org while I perform the steps to deactivate them, I can do this to their account
Inline editing updates the field when A. The field is saved/updated B. When the record is saved/updated C. When the return key is pressed D. None of the above
A. The field is saved/updated
If a company opts to use Custom Fiscal Years, they cannot use the standard forecasting option.
A. True
B. False
A. True
Which of the following are not standard objects? A. Opportunities B. Solutions C. Job Applicants D. Accounts E. Campaigns
C. Job Applicants
Which of the following are part of the Service Cloud offering? A. Opportunities B. Knowledge C. Entitlements D. Campaigns E. Quotes
B. Knowledge
C. Entitlements
Locale settings control how users view date formats, time formats and number formats.
A. True
B. False
A. True
If the company locale is set to US English, all users will have a default locale of US English and this cannot be changed.
A. True
B. False
B. False (as the admin, I set the default locale, but my users can set a personal locale if they’re based in a different location)
If your company’s fiscal year follows the Gregorian calendar, you must use Custom Fiscal Years.
A. True
B. False
B. False
In order to enable multi-currency feature in Salesforce, you must
A. Contact Salesforce.com
B. Check the Enable Multi-currency checkbox in your Chatter profile
C. Operate your business in at least two different countries
D. You cannot enable this feature once you’ve implemented Salesforce
B. Check the Enable Multi-currency checkbox in your Chatter profile
Which feature effectively allows you to "lock" the converted amount on closed opportunities? A. Locale B. Company Profile C. Multi-currency D. Advanced Currency Management E. None of the above
D. Advanced Currency Management
User interface settings are global settings and apply to all users of an org.
A. True
B. False
A. True
Which of the following are true about List Views?
A. Save list views for future use.
B. Specify which groups of users have access to the list view.
C. Print list views.
D. Follow records and view related Chatter posts.
E. Export List View data to Excel
F. All of the above
A. Save list views for future use.
B. Specify which groups of users have access to the list view.
C. Print list views.
D. Follow records and view related Chatter posts
A \_\_\_\_\_\_\_\_\_ defines a collection of settings and permissions that determines what users can see in the user interface, and what they can do. A. Role B. Chatter feed C. Profile D. Company Profile
C. Profile
Which of the following is not a standard Profile? A. System Administrator B. Read only C. Marketing Director D. Partner Portal User E. Standard Administrator
C. Marketing Director
D. Partner Portal User
E. Standard Administrator
A user with a Chatter Free User profile has access to records in Salesforce such as Accounts and Contacts.
A. True
B. False
B. False (Users with Chatter Free account can access standard Chatter items such as people, profiles, groups, and files, but they can’t access any Salesforce objects or data like Accounts and Contacts)
Standard profile permissions cannot be edited.
A. True
B. False
A. True (No, we cannot modify “Standard Profiles”. The only way to achieve this is to “Clone” the standard profile, modify the permissions on the cloned profile, and assign the cloned profile to the user)
System administrators can modify tab settings for custom profiles (Default On, Default Off and Hidden).
A. True
B. False
A. True
If a user leaves your company, the system administrator should do the following to prevent future access to the Salesforce org.
A. Delete their user record
B. De-activate their user record
C. Delete any accounts or contacts owned by that user
D. None of the above
b. De-activate their user record (I cannot delete users from Salesforce; I can remove their license or deactivate them to remove their access to the system)
An active user record consumes a license.
A. True
B. False
A. True
A system administrator can opt to lock users out of the Salesforce org if they exceed a certain number of failed login attempts.
A. True
B. False
A. True
Where can a system administrator go if they are trying to determine why a user cannot log in to Salesforce? (Choose all that apply.)
A. The Login History related list on the user’s record
B. The user’s profile
C. Manage Users | Login History
D. Call salesforce.com Support
A. The Login History related list on the user’s record
C. Manage Users | Login History
What should a system administrator use to disable an application for a group of users? A. Sharing Rules B. Web tabs C. Page layouts D. Profiles E. Roles
D. Profiles
To prevent a user from logging into the Salesforce org outside normal business hours, the System Administrator would do this in: A. The user record B. The user's profile record C. Network settings D. The role hierarchy E. None of the above
B. The user’s Profile record
If a user tries to login outside the IP range specified in their profile, the result will be.
A. They will be logged in as normal
B. They will have to reset their password
C. They will be prompted to activate their computer
D. They will be denied access
E. None of the above
D. They will be denied access
When a user logs in the first time to Salesforce, the following takes place (Choose all that apply.)
A. A cookie is placed in the browser
B. Pop ups are automatically disabled
C. Their IP address is added to a trusted list
D. They are prompted to answer a security question
A. A cookie is placed in the browser
C. Their IP address is added to a trusted list
The system administrator needs to prevent telesales teams from logging into Salesforce outside of the office.
How will he/she do this?
A. There is not way to do this
B. Setup | Security Controls | Network Access and specify the team’s range of IP addresses
C. Add the range of IP addresses to the team’s profile(s)
D. Contact salesforce.com as this feature must be enabled
C. Add the range of IP addresses to the team’s profile(s)
Permission sets can replace the need for profiles.
A. True
B. False
B. False
Only 1 permission set can be assigned to a user.
A. True
B. False
B. False (Users can have only one profile but, depending on the Salesforce edition, they can have multiple permission sets)
Used to set the default levels of access for users to records they do not own. A. Organization Wide Defaults B. Roles Hierarchy C. Profiles D. Sharing Rules E. Manual Sharing
A. Organization Wide Defaults (Answer is A because it says “default levels of access” – which are controlled by OWD only)
If a user has public read-only access to records [that he/she does not own], the following are true.
A. The user can view the record but not edit it
B. The user can view and delete the record, but not edit it
C. The user can change the owner of the record
D. The user can search for the record
E. The user can report on the record
A. The user can view the record but not edit it
D. The user can search for the record
E. The user can report on the record
If there are any users in the organization that shouldn't have view access to Account records, the OWD for Accounts should be set to A. Public Read Only B. Public Read/Write/Transfer C. Private D. None of the above
C. Private
In a private sharing model, the following can be used when Role Hierarchy alone isn't sufficient when providing record access to users (Choose all that apply.) A. Forecasting B. Sharing rules C. Manual Sharing D. Teams (Account, Sales and Case) E. Apex Triggers
B. Sharing Rules
C. Manual Sharing
Criteria-based sharing rules allow administrators to share records based on field values rather than record ownership.
A. True
B. False
A. True
Public groups can be used to simplify the creation of sharing rules for Administrators.
A. True
B. False
A. True
Public groups can be any combination of other public groups, users, roles and \_\_\_\_\_\_\_\_. A. Profile B. Roles & subordinates C. Managers D. None of the above
B. Roles & subordinates Depending on the group member types available in your org, public groups can be a combination of: 1.) Individual Users 2.) Roles 3.) Roles and Subordinates 4.) Territories 5.) Territories and Subordinates 6.) Other Public Groups
Sales reps at AW Computing need assistance from product managers when selling certain products. Product managers do not have access to Opportunities but need to gain access when assisting on a specific deal. How can the system administrator accomplish this?
A. Notify the product manager using opportunity update reminders
B. Use similar opportunities to show opportunities related to the product manager
C. Enable account teams and allow users to add the product manager
D. Enable sales teams and allow users to add the product manager
C. Enable account teams and allow users to add the product manager
Manual sharing allows administrators to grant one-off access to individual records, users cannot grant this access even if they own the record.
A. True
B. False
B. False
Who can manually share records? A. The record owner B. The record owner's manager C. The record owner's manager's manager D. The system administrator E. All of the above F. None of the above
E. All of the above
If Field Level Security prevents a user from viewing the Credit Card field on the Opportunity record, the user will also be prevented from seeing this field (Choose all that apply.) A. In a related list B. In search results C. In reports D. In list views E. All of the above F. None of the above
E. All of the above
The following can be done by a System Admin to a standard field. A. Change the field label B. Add help text C. Add/edit values of a picklist D. Delete the field E. All of the above F. None of the above
A. Change the field label
B. Add help text
C. Add/edit values of a picklist
Use a \_\_\_\_\_\_\_\_\_\_ picklist to filter the values of one picklist based on the value of another picklist. A. Controlling B. Multi-select C. Dependent D. Independent
A. Controlling
A checkbox can be the controlling field to a dependent picklist.
A. True
B. False
A. True
AW Computing needs to track the manufacturer and model for specific computers and laptops. How can the system administrator ensure that manufacturer selected influences the values available for model.
A. Create a multi-select picklist field that includes both manufacturers and models.
B. Create a lookup field from the manufacturer object to the model object
C. Create a manufacturer field as a controlling picklist and the model as a dependent picklist
D. Create a manufacturer field as the dependent picklist and the model as the controlling picklist.
C. Create a manufacturer field as a controlling picklist and the model as a dependent picklist
Lookup fields allow users to select a record from another object during data entry, creating a parent-child relationship.
A. True
B. False
A. True
Which of the following are true about formula fields?
A. They are read-only
B. They will not display on record edit pages
C. They will not display on record detail pages
D. They are not searchable
E. They will not display on reports
A. They are read-only
D. They are not searchable
A cross object formula references fields from parent objects.
A. True
B. False
A. True
Page layouts are assigned to \_\_\_\_\_\_\_\_\_\_\_\_\_. A. Users B. Profiles C. Roles D. Roles & subordinates
B. Profiles
Use \_\_\_\_\_\_\_\_\_\_\_\_ to filter or segment picklist values based on the user's profile. A. Record Types B. User Profiles C. Role Hierarchy D. Business Processes E. Field Level Security
A. Record Types
Which of the following objects support business processes? A. Cases B. Opportunities C. Campaigns D. Knowledge
A. Cases
B. Opportunities
When creating a sales process, the System Administrator will be modifying/filtering the values of the \_\_\_\_\_\_\_\_\_\_ field. A. Amount B. Stage C. Next Steps D. Status E. Close Date
B. Stage
The system administrator has been asked to create a way to track Shipments of products to customers. Shipments should be closely tied to the Opportunity record and there may be more than one shipment record per Opportunity and the Opportunity should be required (i.e. Users cannot save a Shipment record without associating it to an Opportunity). The system administrator should create.
A. A cross object formula displaying Opportunity ID on the Shipment record
B. A Master - Detail relationship on the Shipment object to the Opportunity object
C. A lookup relationship on the Opportunity object to the Shipment object
D. A lookup relationship with a lookup filter from Opportunity to Shipment
B. A Master - Detail relationship on the Shipment object to the Opportunity object
In order to create a many-to-many relationship between two objects, a junction object must be created. This junction object will have a Master-Detail relationship to both objects.
A. True
B. False
A. True
To enable Field History Tracking for an object, the system administrator must also add the related list to the page layout.
A. True
B. False
A. True
In order to update records using the Data Loader, what field must be present in the csv file? A. Owner B. Salesforce ID C. Record Owner D. Object Name
B. Salesforce ID
You will need a security token to access Salesforce via (Choose all that apply.) A. Import Wizard B. Data Loader C. Salesforce for Outlook D. All of the above
B. Data Loader
C. Salesforce for Outlook
The Data Loader can de-duplicate records during import.
A. True
B. False
B. False (Import Wizard can do this)
In order to import Opportunity records into Salesforce, a system administrator may use the Import Wizard.
A. True
B. False
B. False. I can’t import the following records via the Data Import Wizard: 1.) Assets 2.) Cases 3.) Campaigns 4.) Contracts 5.) Documents 6.) Opportunities 7.) Products
What should a system administrator consider before importing a set of records into Salesforce.
A. The import file should include a record owner for each record
B. Validation rules are not triggered when importing data using the import wizard
C. Data should be de-duplicated in the import file prior to import
D. Currency field values will default to the personal currency of the record owner
A. The import file should include a record owner for each record
C. Data should be de-duplicated in the import file prior to import
Which of the following can be used to create a back up of data from Salesforce? A. Weekly Data Export B. Data Loader C. Import Wizard D. Reports E. Dashboards
A. Weekly Data Export
B. Data Loader
D. Reports
Deleted records will be stored in the Recycle Bin for up to 15 days.
A. True
B. False
A. True
Which report type provides a simple list of data with no subtotals? A. Matrix B. Summary C. Tabular D. Custom E. Standard
C. Tabular
Use Custom Summary Formulas to create calculated summaries on numerical fields in \_\_\_\_\_\_\_\_\_ and \_\_\_\_\_\_\_\_ reports. A. Tabular and Summary B. Custom and Standard C. Summary and Matrix D. Matrix and Tabular
C. Summary and Matrix
(Tabular: Similar to a spreadsheet)
(Summary = Tabular + Group Rows)
(Matrix = Tabular + Group Rows + Group Columns)
Which statement about custom summary formulas is true?
A. Reports can be grouped by a custom summary formula result
B. Custom summary formulas can reference a formula field within a report
C. Custom summary formulas can reference another custom summary formula
D. Custom summary formulas can be used in a report built from a custom report type
B. Custom summary formulas can reference a formula field within a report
D. Custom summary formulas can be used in a report built from a custom report type
1.) A summary formula can’t reference another summary formula
2.) Nor can a summary formula reference a row-level formula
3.) I can’t group report data by summary formula columns
4.) I can’t filter report data by summary formula columns
5.) I can’t reorder summary formula columns
The following are true about scheduling and emailing reports:
A. The running user determines whose data is visible on the report.
B. The running user must have access to the folder in which the report is saved.
C. All email recipients must have access to the same folder.
D. The report is emailed within 30 minutes of the Preferred Start Time
E. All of the above
E. All of the above
A Dashboard is a visual representation of data from multiple reports and (Choose all that apply.)
A. Is comprised of up to 20 components
B. Displays data from standard reports
C. Has a running user to determine what data is visible
D. Displays data as of the last time the dashboard was refreshed
E. Always shows up to date data
F. Can be scheduled to be refreshed and emailed automatically
A. Is comprised of up to 20 components
C. Has a running user to determine what data is visible
D. Displays data as of the last time the dashboard was refreshed
F. Can be scheduled to be refreshed and emailed automatically
Users can post a static image of a component to the dashboard feed, a user feed or a group feed, this feature is called A. Dashboard Component Snapshot B. The Running User C. Chatter Groups D. Dashboard Component E. Dynamic Dashboards
A. Dashboard Component Snapshot
Dynamic Dashboards allow data to be displayed by the user viewing it, rather than by a specified running user - eliminating the need to create the same dashboard for multiple users.
A. True
B. False
A. True
A Sales VP wishes to view Dashboard data by region within his territory - what feature will allow this? A. Dynamic Dashboards B. Dashboard Filters C. Dashboard Snapshots D. This is not possible
B. Dashboard Filters
The System Administrator has been asked to ensure an email goes out to Sales Ops when an opportunity is closed notifying them of the closed deal. What evaluation criteria will the system admin use for the workflow rule?
A. When a record is created
B. When a record is created or updated
C. When a record is created/updated and didn’t previously meet the trigger criteria
D. None of the above
C. When a record is created/updated and didn’t previously meet the trigger criteria
The support team has asked the System Administrator to automate the notification of a customer’s support plan ending - they would like for the Customer Support
Rep to receive an email 30 days before the Support Plan Expires (Support Plan Expiration Date is on the Account record). What will the system administrator do?
A. Create a workflow rule with a time-based trigger to fire 30 days before the Support Plan Expiration Date and use an email action to notify the assigned Support Rep
B. Create a workflow rule with an immediate action to email the Support rep but with a due date of 30 days before the Support Expiration Date
C. Create an Apex trigger to fire 30 days before Support Plan Expiration Date and use an email action to notify the assigned Support Rep
D. This cannot be done
A. Create a workflow rule with a time-based trigger to fire 30 days before the Support Plan Expiration Date and use an email action to notify the assigned Support Rep
The system administrator was testing workflow rules and needs to delete pending time-based workflow actions. How can he/she do this?
A. Delete the workflow rule
B. Deactivate the workflow rule
C. Delete the actions in the Time-based Workflow queue
D. Reset passwords for all users of the org
E. None of the above
C. Delete the actions in the Time-based Workflow queue
What feature would a system administrator implement to allow AW Computing's prospects/customers to complete a form on the corporate website and have that data automatically become a lead in Salesforce? A. Auto Response Rules B. Assignment Rules C. Web-to-Lead D. Escalation Rules
C. Web-to-Lead
When a Lead is converted, an Account, Contact and \_\_\_\_\_\_\_ record are created. A. Lead B. Case C. Campaign D. Opportunity
D. Opportunity
Queues can be made up of the following A. Users B. Public Groups C. Roles D. Profiles E. External Chatter Users
A. Users
B. Public Groups
C. Roles
Assignment rules allow Leads and Cases to be automatically assigned to users and queues based on criteria defined by the system administrator.
A. True
B. False
A. True
The system administrator needs to ensure that all Leads coming from the website are assigned a website lead queue, that all Leads for a recent trade show are assigned to Matt Wilson and all other leads are assigned to Phil Smith. The system administrator will
A. Create 3 assignment rules
B. Create 1 assignment rule with multiple criteria entries
C. Create an assignment rule and 2 workflow rules
D. Use workflow rules to accomplish this
B. Create 1 assignment rule with multiple criteria entries (one assignment rule contains multiple rule entries, based-off of which I can assign multiple users in those entries)
Auto response rules can be used to send an automated yet tailored response to customers based on the information they provide via the Web-to-lead form.
A. True
B. False
A. True
When Chatter is enabled in an org, the following happens (Choose all that apply).
A. The Chatter app is added to the Force.com app menu
B. The Chatter tab is added to all standard apps
C. Accounts, Contacts, Cases, Leads and Opportunities are enabled for Chatter
D. All users are added to the All Chatter group
E. All of the above
A. The Chatter app is added to the Force.com app menu
B. The Chatter tab is added to all standard apps
C. Accounts, Contacts, Cases, Leads and Opportunities are enabled for Chatter
The Chatter Free license gives users the ability to access People, Profiles, Groups and Files as well as (Choose all that apply.) A. Make posts B. View comments C. Upload files D. Join groups E. View records
A. Make posts
B. View comments
C. Upload files
D. Join groups
Chatter External license allow users outside the company to join public Chatter groups.
A. True
B. False
B. False (Customers can access information and interact with users only in the groups they’re invited to)
Who can invite Chatter customers into a Chatter group? A. The system admin B. Group owner C. All Chatter users D. None of the above
A. The system admin
B. Group owner
Folders are used to organize the following (Choose all that apply.) A. Dashboards B. Reports C. Documents D. Email templates E. All of the above F. None of the above
E. All of the above
The \_\_\_\_\_\_\_ determines if a user can read, create and edit Contact records, the \_\_\_\_\_\_\_\_\_\_ determines if he can see/edit contact records owned by his subordinates. A. Role, Profile B. OWD, Sharing rules C. Sharing rules, Role Hierarchy D. Profile, Role
D. Profile, Role
The page layout allows users to see the Next Steps field on an Opportunity record, Field Level Security dictates that the field is hidden, how will the field appear to the user?
A. The field will be hidden from the user
B. The field will be read only
C. The field will be visible and editable to the user
D. None of the above
A. The field will be hidden from the user
Record types specify the following elements. A. Picklist values B. Page layouts C. Business processes D. All of the above E. None of the above
D. All of the above
Which objects support business processes? A. Opportunities B. Leads C. Campaigns D. Accounts E. Solutions F. Cases G. Contacts
A. Opportunities
B. Leads
E. Solutions
F. Cases
Lead assignment rules assign leads to owners and queues based on the criteria the system admin specifies within the rule.
A. True
B. False
A. True
Which of the following are actions triggered by workflow rules? A. Email B. Task C. Field update D. Record update E. Record creation F. Outbound message G. Time trigger
A. Email
B. Task
C. Field update
F. Outbound message
When a record meets all the criteria for a workflow rule, that rule’s actions are executed. Workflow rules can help automate the following types of actions based on your organization’s processes:
1.) Email Alerts: Sends an email to one or more recipients you specify
2.) Tasks: Assigns a new task to a user, role, or record owner
3.) Field Updates: Updates the value of a field on a record
4.) Outbound Messages: Sends a secure, configurable API message (in XML format) to a designated listener
Will two different users get the same search results on searching for a common keyword?
A. Yes
B. No
B. No (that is because not every users have the same access rights, so User A will see what is available/acessible to them compare to User B)
If a lead is converted without a value in the company field, what happens?
A. A Business Account is created
B. A Person Account is created
C. You will be prompted to decide whether to create a Person or a Business Account
D. Nothing
B. A Person Account is created
An Approval Process begins when a record is: A. Created B. Saved C. Edited D. Submitted for Approval
D. Submitted for Approval
Time based workflow can be triggered every time a record is created or edited
A. True
B. False
B. False
When you add a custom object tab, all of the following will be accessible with the object EXCEPT
A. Recent Items
B. Sidebar Search
C. Added to New Link/Create New Object Drop Down
D. Custom Object Reports
D. Custom Object Reports
When you Delete a lead from a campaign, it deletes the lead record itself.
A. True
B. False
B. False
Which of the following SF applications enables organizations to speed and streamline all phases of sales? A. SF ideas B. SF content C. SF Automation D. SF Customer service and support
C. SF Automation
All of the following objects may have a queue EXCEPT A. Accounts B. Cases C. Leads D. Custom Objects
A. Accounts (I can use Queues for managing cases, leads, tasks, contact requests, orders, service contracts, knowledge articles, and custom objects)
You can use standard reports when creating Dashboards
A. True
B. False
A. True
Who can select the “sharing” button on Account and Opportunity records?
A. The Record Owner, System Administrator, and a User shared to the record
B. The Record Owner, a User shared to the record, and any User above the Record Owner in the Role Hierarchy
C. The Record Owner, a User above the Record Owner, and the System Administrator
D. The Record Owner and System Administrator
C. The Record Owner, a User above the Record Owner, and the System Administrator
You are working with a Professional Edition organization. They wish to install the Expense Tracker 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 Expense
Tracker?
A. They will not be able to complete the installation process as they have reached the maximum number of custom tabs
B. They will not be able to complete the installation process as they have reached the maximum number of custom objects
C. The installation will succeed
D. The installation will succeed, but only the reports
A. They will not be able to complete the installation process as they have reached the maximum number of custom tabs
Your organization is a US-based company with a default currency of US Dollars. As a sales rep, your personal currency set to British Pounds. You create an opportunity with a currency in British Pounds. The administrator updates the currency conversion rates. Which of the following best describes what happens to the amount of your British-Pound-based opportunity?
A. The overall opportunity amount does not change but the converted amount in a report does.
B. The overall opportunity amount and converted amount in a report changes
C. Only newly created opportunities reflect the change
D. Only historically created opportunities reflect the change
A. The overall opportunity amount does not change but the converted amount in a report does
Custom Links can be used for the following: A. Launching an External URL B. Running an S Control C. Running a report D. All of the Above
D. All of the Above
It is possible to share a custom object record manually
A. True
B. False
A. True
You can customize the Opportunity Stage History related list on an Opportunity Page Layout.
A. True
B. False
B. False (The Opportunity stage related list on page layout is not customizable. That means we cannot choose what fields will be displayed with in the related list or the order of records with in it)
It is possible to view a forecast based on all of the following EXCEPT: A. Territory B. Product Family C. Date Range D. Sales Team
D. Sales Team
Which of the following does a Profile control?
A. Username and Password
B. Role level access
C. Read, Create, Edit, and Delete permissions
D. Sharing rules
C. Read, Create, Edit, and Delete permissions
If a lead, with a single marketing campaign is converted, the campaign information will map to the newly created contact and opportunity record automatically
A. True
B. False
A. True
Related Lists display the many sides of a one-to-many relationship
A. True
B. False
A. True
Case Assignment Rules are based on elapsed time
A. True
B. False
B. False (Case Assignment rules are NOT based on elapsed time; Escalation Rules ARE based on elapsed time)
Which of the following are true about Master/Detail relationship in custom objects?
A. Sharing is inherited from parent
B. Child needs to be manually deleted when parent is deleted
C. Only child fields are available for reporting
D. Lookup field child is required
A. Sharing is inherited from parent
D. Lookup field child is required
When test driving an application on the AppExchange Directory, it is not possible to view the S-Control configurations of that application
A. True
B. False
B. False
Validation rules may evaluate an opportunity line item against the opportunity it’s associated with
A. True
B. False
A. True
An S-Control may be all of the following EXCEPT: A. HTML B. XML C. URL D. Snippet
B. XML
If a profile does not have access to an application, that profile will also not have access to the tabs and objects of that application
A. True
B. False
B. False (An app is just a bundle of tabs and objects meant to make it easier to work with. However, my app access does not control the individual access to the objects involved)
Which type of field cannot have universal requiredness? A. Lookup B. Text C. Email D. Number
A. Lookup
Custom Web Tab may consist of all the following EXCEPT:
A. A URL
B. A URL that passes salesforce.com data like an organization’s name
C. An S-Control
D. An S-Control snippet
B. A URL that passes salesforce.com data like an organization’s name
Custom lead fields can be mapped to which sets of objects in salesforce.com?
A. Account, Contact, Opportunity, or Campaigns
B. Account, Contact, or Opportunity
C. Account or Contact Only
D. Contact or Opportunity Only
B. Account, Contact, or Opportunity
You can map a custom lead field to only one of the following objects at a single instance? (Choose all that apply.) A. Account B. Contacts C. Cases D. Opportunities
A. Account
B. Contacts
D. Opportunities
Once a field is hidden from a Profile using ‘Field Level Security’, a User associated to that Profile can still see the field using the following:
A. List Views
B. Reports
C. Search
D. None of the above, the user cannot see the field at all
D. None of the above, the user cannot see the field at all
Is it possible to relate a person account to a contact on a business account.
A. True
B. False
B. False (It is NOT possible to relate a person account to a contact on a business account)
How is the expected revenue calculated in the opportunity?
A. Amount multiplied by the total price of all opportunity line items
B. The sales price on any line item times the probability of the opportunity
C. Opportunity Amount multiplied by the probability
D. Amount multiplied by the discount percent
C. Opportunity Amount multiplied by the probability
A custom lookup field can be added to create a relationship between a standard object and which of the following objects?
A. Users and Custom Objects
B. Leads, Accounts, Contacts and Custom Objects
C. Users, Custom Objects and Campaigns
D. Custom Objects, Contract and Campaigns
A. Users and Custom Objects
Assume the Organization Wide default sharing is set to private for all objects and no sharing rules have been created. You have two users in the Sales Rep Role, can they view each other’s data?
A. Yes
B. No
B. No (with Private for all Objects and no Sharing Settings (Rules), viewing records I do not own is not possible unless some other mechanism (Teams) is included)
Based solely on the role hierarchy a manager can do all of the following EXCEPT:
A. View, edit, delete, and transfer his/her and his/her subordinates records
B. Extend sharing on both his/her and his/her subordinate’s records
C. View all folders his/her Subordinate has access to, i.e., Reports, Documents, and Email Templates
D. View records his subordinate does not own but can view
C. View all folders his/her Subordinate has access to, i.e., Reports, Documents, and Email Templates (after I share a folder with a role, it’s visible to ONLY users in that role, NOT to superior roles in the hierarchy)
When you delete a parent record, you will also delete the child record if that child record has a lookup relationship to the deleted record:
A. True
B. False
B. False
Which action must be taken to view contacts associated with a case in the console?
A. The related lists of the case page layout must be modified
B. The custom links of the case page layout must be modified
C. The related object of the case page layout must be modified
D. The mini page layout of the case page layout must be modified
D. The mini page layout of the case page layout must be modified
All fields on the Approval page layout are available to view on the Approval History related list
A. True
B. False
B. False
The formula editor may be used all of the following places EXCEPT: A. S-Control B. Formula Field C. Default Values on Standard Fields D. Workflow Field Updates
C. Default Values on Standard Fields
All of the following are types of AppExchange Applications EXCEPT: A. Composite B. Client C. Provisional D. Native
C. Provisional
All of the following are true about Default Sales Teams EXCEPT:
A. Default Sales Teams are configured on a user record
B. Default Sales Teams may be added manually to an opportunity record
C. Default Sales Teams may be added automatically to an opportunity
D. Default Sales Teams may be added manually to an account record
D. Default Sales Teams may be added manually to an account record
Users can be deleted from salesforce.com
A. True
B. False
B. False
When configuring Customizable Forecasting, you can set which of the following Forecast Dates for determining which opportunities contribute to the forecast?
A. Opportunity Close Date Only
B. Product Date Only
C. Schedule Date Only
D. Commit Date
E. Opportunity Close Date, Product Date, Schedule Date
A. Opportunity Close Date Only
Select the best component to use if you want to list the top five sales performers on a dashboard. A. Chart B. Table C. Metric D. Gauge
B. Table
- Use a chart when I want to show data graphically. I can choose from a variety of chart types
- Use a table to show a set of report data in column form
- Use a metric when I have one key value to display
- Use a gauge when I have a single value that I want to show within a range of custom values
- Enter metric labels directly on components by clicking the empty text field next to the grand total
- Metric components placed directly above and below each other in a dashboard column are displayed together as a single component
Custom formula fields are recalculated: A. Nightly B. Every twenty minutes C. Once per user session D. Each time a user views the record
D. Each time a user views the record
What are the opportunity defaults when converting a lead to an opportunity?
A. Stage Defaults to first option in the picklist, close date defaults to the last day in the quarter, and the amount defaults to blank
B. Stage defaults to first option in the picklist, close date defaults to 3 months from conversion date, and amount defaults to blank
C. User defines amount, close date, and stage upon conversion
D. None of the above
A. Stage Defaults to first option in the picklist, close date defaults to the last day in the quarter, and the amount defaults to blank
How many other fields may a custom lead field be mapped to when converting a lead? A. One custom field B. Two custom fields C. Three custom fields D. Custom lead fields cannot be mapped
C. Three custom fields (In Lightning Experience, a custom lead field can map to Account, Contact, and Opportunity fields at the same time)
Folders are used to manage:
A. Either Reports, Price Books, Documents. or Email templates
B. Either Reports, Dashboards, Documents, or Products
C. Either Reports, Dashboards, Documents, or Email templates
D. Either Reports, Dashboards, Documents, or Other Folders
C. Either Reports, Dashboards, Documents, or Email templates
Is it possible for a Page layout to be associated with a Record Type.
A. True
B. False
A. True (Page layouts and record types are used in conjunction with one another to customize the views of different types of users. While page layouts control what is shown on the page, record types are used to differentiate between different categories of users and segment user groups for object page customization)
Which of the following object relationships is NOT allowed?
A. Standard object as the “master” and a custom object as the detail
B. Custom object as the “master” and a standard object as the detail
C. Custom object as a lookup to a standard object
D. Custom object as a lookup to a custom object
B. Custom object as the “master” and a standard object as the detail
(I can define master-detail relationships between custom objects or between a custom object and a standard object. However, the standard object cannot be on the detail side of a relationship with a custom object. In addition, I cannot create a master-detail relationship in which the User or Lead objects are the master)
All of the following actions may take place on a Workflow Rule EXCEPT: A. Outbound API message B. Update Field C. Create a Task D. Create an Event
D. Create an Event
All of the following may be used when updating a record using the AppExchange Data Loader EXCEPT: A. External Id B. Parent External Id C. Record Id D. Record Number
D. Record Number
Record Type may determine the default value of a picklist field.
A. True
B. False
A. True
With Client Management enabled, when a lead is converted without a value in the company field, it becomes a person account.
A. True
B. False
A. True
The Campaign ROI Analysis Report uses which of the following calculations to determine the ROI percentage for a campaign?
A. Total Amount of Opportunities / Expected Revenue
B. Amount of Won Opportunities / Budgeted Cost
C. Expected Revenue / Budgeted Cost
D. (Amount of Won Opportunities minus Actual Cost) / Actual Cost
D. (Amount of Won Opportunities minus Actual Cost) / Actual Cost
The difference between an opportunity record type and a sales process is:
A. The sales process controls the stage field, the record type controls all other picklist fields
B. The record type controls the stage field, the sales process controls all other picklist fields
C. The record type controls the picklist fields
D. The sales process controls all picklist fields
A. The sales process controls the stage field, the record type controls all other picklist fields
An S-Control may be used in all of the following ways EXCEPT: A. Dashboard Component B. Custom Button C. Custom Link D. Import Wizard
D. Import Wizard
Assets are related to which of the following sets of objects?
A. Opportunities, Products, Cases, Accounts, and Contacts
B. Products, Cases, Accounts, and Contacts
C. Cases, Contracts, Accounts, and Contacts
D. Opportunities, Cases, and Accounts
E. Opportunity Line Items, Cases, Accounts, and Contacts
B. Products, Cases, Accounts, and Contacts
All of the following may be uploaded to the AppExchange Directory EXCEPT: A. Custom Tabs B. Custom Fields on Custom Objects C. Custom Fields on Standard Objects D. Custom Assignment Rules
C. Custom Fields on Standard Objects
Which objects can be customized for history tracking?
A. Solutions, Cases, Leads and Opportunities
B. Cases, Leads, Solutions, Contracts, and Custom Objects
C. Campaigns, Contracts, Custom Objects, and Solutions
D. Opportunities, Leads, and Contracts
B. Cases, Leads, Solutions, Contracts, and Custom Objects
Fields hidden using Field Level Security are subject to Data Validation Rules.
A. True
B. False
A. True
You have Read Only access to an account, can you add a task or event to the account?
A. True
B. False
B. False
Custom Formula fields do Not support which of the following functional expression? A. Adding multiple records together B. If/then/else conditional statements C. Clickable image buttons D. Combine text strings together
C. Clickable image buttons
A service portal user may close their cases using Suggested Solutions in the self service portal.
A. True
B. False
A. True
Default values are available for standard text fields
A. True
B. False
B. False
All of the following are true about Opportunity Pipeline and Forecast reporting EXCEPT:
A. Pipeline reports may include omitted opportunities from the forecast
B. Forecasts may be overridden
C. Pipeline reports may be overridden
D. Opportunity stages may be used to determine the forecast category of an opportunity
A. Pipeline reports may include omitted opportunities from the forecast
Recent Item and Look up Hover Views use the: A. Sidebar B. Edit Page C. List Views D. Related Lists
A. Sidebar
Name one place where inline Editing is not currently possible. (Choose 2 answers) A. List Views B. Related Lists C. Edit Page D. All of the above
B. Related Lists
C. Edit Page
Searches and Filters that take a long time may be cancelled.
A. True
B. False
A. True
What information does the Company Profile Hold? A. Language, Locale, and Time Zone B. Licenses, Storage and Used Space C. Fiscal Year D. Forecasting E. None of the above
A. Language, Locale, and Time Zone
B. Licenses, Storage and Used Space
C. Fiscal Year
What information may be updated on the Company Profile?
A. Language, Locale, and Time Zone
B. Fiscal Year
C. Primary Contact and Address Information
D. Forecasting
E. All of the above
A. Language, Locale, and Time Zone
B. Fiscal Year
C. Primary Contact and Address Information
Standard Fiscal Years are periods that follow Gregorian calendar, but can start on the first day of any month of the year.
A. True
B. False
A. True
Custom Fiscal years are for companies that break down their fiscal years, quarters, and weeks in to custom fiscal periods based on their financial planning requirements.
A. True
B. False
A. True
Forecasting can be used with Custom Fiscal Years.
A. True
B. False
A. True
Customizable Forecasting must be enabled for use with Custom Fiscal years.
A. True
B. False
A. True
Where are active currencies located? A. Security Control B. User record (Personal Setup) C. Company Profile D. None of the above
B. User record (Personal Setup)
C. Company Profile
All the following are Main Setup areas in Salesforce.com EXCEPT? A. Personal Setup B. App Setup C. Data Setup D. Administration Setup
A. Personal Setup
What does a Profile Control? A. Access to Application B. Record Type Access C. Permissions D. Data Visibility E. Hours of IP Address
A. Access to Application
B. Record Type Access
C. Permissions
D. Data Visibility
When are Formula Fields recalculated? A. Calculated automatically B. Every 15 Minutes C. Nightly D. After Edits / Save
A. Calculated automatically
D. After Edits / Save
Which objects have business processes? A. Lead B. Opportunity C. Case D. Account / Contact E. Solutions
A. Lead
B. Opportunity
C. Case
E. Solutions
How many fields (columns) can be displayed on a Customizable Related List? A. 50 B. 10 C. 25 D. 100
B. 10
A check box can be a controlling field in a field dependency.
A. True
B. False
A. True
You can use a Custom Lookup field to create a relationship between an opportunity and a contact.
A. True
B. False
A. True
What determines a unique User Record? A. Username B. Standard Profile C. Custom Profile D. User Role
A. Username
It is possible for a User to own a record and not see it if they don’t have the Read Permission to the Object.
A. True
B. False
B.False
What can a Task do that an Email Alert Cannot do? Choose 2 answers.
A. Tasks allow you to track the specific actions you plan to perform or have performed
B. Email Alerts cannot track specific actions.
C. Email Alerts allow you to track the specific actions you plan to perform or have performed
D. Tasks cannot track specific actions
A. Tasks allow you to track the specific actions you plan to perform or have performed
B. Email Alerts cannot track specific actions.
What do you need to specify when you schedule a report?
A. You need user with Marketing Profile to Schedule Reports
B. You need user permission to Schedule Reports
C. You need user to have a Manager Role
D. Click Run Report and choose Schedule Future Runs… from the drop-down button.
D. Click Run Report and choose Schedule Future Runs… from the drop-down button.
In order to Enable Territory Management you should have: A. Standard Profile B. Customizable Forecasting C. Enable Forecasting D. All of the above
B. Customizable Forecasting
What is a Managed Package?
A. A managed package is a collection of application components that are posted as a unit on AppExchange
B. They differ from unmanaged packages in that some components are locked, allowing the managed package to be upgraded later.
C. Allows the system Administrator to modify the application
D. Managed packages do not include locked components and cannot be upgraded
A. A managed package is a collection of application components that are posted as a unit on AppExchange
B. They differ from unmanaged packages in that some components are locked, allowing the managed package to be upgraded later.
Where will a Campaign associated with a Lead be visible? Choose 2 answers A. Campaign Related List B. Campaign History Report C. Lead History Report D. Opportunity Related List
B. Campaign History Report
C. Lead History Report
What needs to be specified to schedule a Report? A. Objects B. Date Range C. Location D. Frequency
B. Date Range
D. Frequency
Which of the following does Salesforce CRM provide for restricting login access to the application? Choose 3 answers
A. Profile-based IP restrictions
B. Organization-wide IP restrictions
C. Profile-based login hour restrictions
D. Organization-wide login hour restrictions
A. Profile-based IP restrictions
C. Profile-based login hour restrictions
Workflow Rules Consist of the following components: A. Workflow Task B. Workflow Outbound Message C. Workflow Field Updates D. Workflow Actions E. Workflow Email Alerts
A. Workflow Task B. Workflow Outbound Message C. Workflow Field Updates D. Workflow Actions E. Workflow Email Alerts
Are Tags searchable from standard Search component?
A. Yes
B. No
A. Yes
Recent Items use the? A. Edit Page layout B. Detail Page layout C. Sidebar D. Related List
C. Sidebar
\_\_\_\_\_\_\_\_\_ are words or short phrases that users can associate with most Salesforce.com records to describe and organize their data in a personalized way. A. Views B. Tags C. Dashboards D. Home Pagelayout E. Apps
B. Tags
What happens when a user clicks on the Create New Apps option present in the List of Apps section?
A. User is taken to a Create new App Page in salesforce.com
B. User is taken to App Exchange
C. User is taken to developer.force.com page
D. None of the above
C. User is taken to developer.force.com page
\_\_\_\_\_\_\_\_\_\_ are a collection of Force.com components and applications that are made available to other organizations through the AppExchange. A. Application B. Object C. Workflow Rules D. Packages E. Visual Force Page
D. Packages
You can set the Tab as a Landing Tab while creating the Tab for the Object.
A. True
B. False
B. False
Which is the new type of Dashboard Chart to make entry in Spring'11 Release? A. Waterfall Chart B. Scatter C. Gauge D. Metric E. Organization Chart
B. Scatter
5 dynamic dashboards for Enterprise Edition
10 for Unlimited Edition
3 Developer Edition.
To create, edit, and delete dynamic dashboards: Run Reports
AND Manage Dynamic Dashboards
Which of the following events are allowed while writing a trigger on feeds item and feed Comment object?
A. Insert, Update
B. Insert, Delete
C. Insert, Undelete
D. Update, Undelete
E. Insert, Update, Delete
B. Insert, Delete
Can you share the Dashboard components snapshot with everyone in the Company with Chatter?
A. No, we cannot share with the company
B. No, we cannot share with people who do not have access to the dashbaord
C. Yes we can share, but only people having access to dashboard will be able to see the data
D. Yes and everyone will be able to see it regardless of access to dashboard
D. Yes and everyone will be able to see it regardless of access to dashboard
Inline Editing is available in visual force pages?
A. True
B. False
A. True
Which of the following are new features on Chatter tab? A. Like B. @Mention C. Live Updates D. All of the Above
D. All of the Above
Which of the following is the new workflow feature of Spring'11 Release? A. Workflow Rules B. Flows C. Field Update D. Outbound messages
B. Flows
Field Sets works on both Standard as well as Custom Objects.
A. True
B. False
A. True
Which combination of objects is available when creating a custom report type for Chatter reports? (Choose 2 answers) A. Opportunities, Followers, User Feed B. Accounts, User Feed, Comments C. Users, User Feed, Comments D. Chatter Groups, Members
C. Users, User Feed, Comments
D. Chatter Groups, Members
Which of the following settings directly affects Date fields to display as MM/DD/YYYY? A. Local B. Time Zone C. Language D. Default Currency
A. Locale
Where do you go to create a List View so that you can see it on the Console, under the Accounts object? A. Create a list view on the Console B. Create a list view on Accounts C. Create a list view on Contacts D. Create a field on the Console
B. Create a list view on Accounts
Which of the following statements are true about Data Validation?
A. Validation rules apply to all new and updated records for an object.
B. Validation rules can update fields which are not included in a page layout.
C. Validation rules can reference fields which are not included in a page layout.
D. If an error message is not set, a default message will be prompted instead.
E. All of the above.
F. None of the Above.
A. Validation rules apply to all new and updated records for an object.
C. Validation rules can reference fields which are not included in a page layout.
Which type(s) of file(s) is accessible through Content?
A. Audio Files.
B. PPT and Video files only.
C. Salesforce CRM Content can include all file types.
D. Files attached to a Chatter profile post.
E. Video Files.
F. Microsoftֲ® PowerPoint presentations.
C. Salesforce CRM Content can include all file types.
What is Parallel Approval Routing?
A. When you can mass assign your locked records to users in your same Role
B. The ability to send approval requests to yourself multiple times, so you can approve a record
C. The ability to take back approval requests once you have sent them
D. The ability to send approval requests to multiple approvers in a single step
D. The ability to send approval requests to multiple approvers in a single step
Chatter Desktop is not available in which Salesforce Edition? A. Free Edition B. Group C. Professional D. Developer E. Enterprise F. Contact Manager
A. Free Edition
The account owner, opportunity owners, and case owners may or may not be the same user.
A. True
B. False
A. True
Which file types can you use when exporting reports?
A. You can not export a report. You can only email it.
B. Comma Delimited (.csv)
C. Excel (.xls)
D. PDF
B. Comma Delimited (.csv)
C. Excel (.xls)
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ is a Standard profile that has Standard User Permissions and can manage published solutions and solution categories A. Marketing Profile B. Contract Manager C. System Administrator D. Marketing User E. Solution Manager
E. Solution Manager
Which of the following are setting options for the User Interface?
A. Enable Collapsible Sections
B. Show Quick Create
C. Show customer Sidebar Components on All Pages
D. Transfer all Open Opportunities
E. Enable Drag-and-drop scheduling on List Views
A. Enable Collapsible Sections
B. Show Quick Create
C. Show customer Sidebar Components on All Pages
E. Enable Drag-and-drop scheduling on List Views
The Report Builder is different from the Report Wizard.
A. True
B. False
A. True
Salesforce.com archives older activities according to which of the following conditions:
A. Closed Events 180 days old
B. Events with a due date greater than 365 days old
C. Open tasks with a due date greater than 365 days old
D. Closed tasks with a due date greater than 365 days old
E. Closed tasks without a due date that were created more than 365 days ago
B. Events with a due date greater than 365 days old
D. Closed tasks with a due date greater than 365 days old
E. Closed tasks without a due date that were created more than 365 days ago
IF(ISPICKVAL(picklist_field)) has the same output as: A. VAL(picklist_field) B. CASE(picklist_field) C. CASE("picklist_field") D. Picklist_field(VALUE)
B. CASE(picklist_field)
At this click path Setup > App Setup > Customize > Tab Names and Labels > Rename Tabs and Labels you can rename the Tab Names of standard objects.
A. True
B. False
A. True
Is identity confirmation necessary if a user’s IP address is known and browser cookie exists?
A. Yes
B. No
B. No
What is the maximum number of records to be printed in the Printable View of a list view? A. 2,000 B. 100 C. 1,000 D. 200
C. 1,000
Are custom object reports accessible when you add a custom object tab?
A. Yes
B. No
C. Only if the Object is not related to any other object
B. No
What is not found on a Company Profile? A. Language, Locale, and Time Zone B. Profiles C. Licenses D. Storage and Used Space E. Manage Currencies F. Fiscal Years
B. Profiles
Custom Report Types (CRT) allows you to build a framework from which users can create and customize reports in the report wizard but not in report builder.
A. True
B. False
B. False
A Profile is a collection of settings and permissions that determine what the user can do with records they have access to and how they view those records.
A. True
B. False
A. True
When are data Validation Rules enforced? A. Upon opening the record B. Upon closing the record C. Upon editing a field D. Upon saving a record
D. Upon saving a record
System Administrators have this permission by default. A. None of these B. Report Wizard C. Report Builder D. Both Report Wizard and Report builder
C. Report Builder
The Salesforce Console is an example of what?
A. API
B. Third Party Web integration/Application
C. UI
D. Java Script
C. UI
What is the click path to enable Enhance Profile Management?
A. Setup | Customize | User Interface
B. Setup | Manage Users | Profiles
C. Setup | Profiles | Customize
A. Setup | Customize | User Interface
Custom formula fields can reference other custom formula fields including themselves.
A. True
B. False
B. False
You must run the report before you can print or export it because the Printable View and Export details buttons are not available in the report builder.
A. True
B. False
A. True
Which Salesforce editions provide option for customizing profiles?
A. All Editions
B. Unlimited, Developer and Enterprise Editions
C. Professional, Unlimited, and Developer Editions
D. Enterprise, Unlimited, and Developer Editions
E. All except Group Edition
F. All except Professional Edition
B. Unlimited, Developer and Enterprise Editions
C. Professional, Unlimited, and Developer Editions
D. Enterprise, Unlimited, and Developer Editions
How many profiles can load in a single list view with Enhanced Profile Management enabled? A. 300 B. 500 C. 200 D. 1,000
C. 200
Which is a capability of the new Service Cloud console? (Choose 3 answers)
A. It provides data visibility by combining a list view and related records on one screen.
B. It allows agents to view key record information in the highlights panel.
C. It preserves the context of calls using primary tabs and subtabs.
D. It allows access to data by opening each record in a new window.
E. It allows agents to take notes in an interaction log while in a call.
A. It provides data visibility by combining a list view and related records on one screen.
B. It allows agents to view key record information in the highlights panel.
E. It allows agents to take notes in an interaction log while in a call.
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?
A. User A
B. The designated workflow user
C. The default workflow user
D. The last user to modify the record prior to User A
A. User A
How does Locale settings affect your exported CSV file? A. It doesn't affect anything. B. It determines the delimiter. C. It determines the encoding. D. It determines the encryption.
B. It determines the delimiter
What are two sources from which cases can be created? A. Web-to-Lead B. Web-to-Web C. Email-to-Case D. Connect for Outlook
C. Email-to-Case
D. Connect for Outlook
Which report format summarizes data in a grid against horizontal and vertical criteria and provides totals for both rows and columns?
A. Summary
B. Matrix
C. Tabular
B. Matrix
Every profile, including profiles associated with Customer Portal users must have at least one visible app.
A. True
B. False
B. False
Clients do not have to enable Customizable forecasting before they can ask salesforce to activate Territory Management.
A. True
B. False
A. True
What happens when you convert a Lead and an existing account and contact have the same name as the one specified on the lead?
A. A new account and contact will be created with different Salesforce ID.
B. You can choose to update the existing account and contact.
C. The records will automatically update.
D. The conversion will fail.
E. The account and contact will automatically be overwritten
B. You can choose to update the existing account and contact.
You can not use the browser’s print function to print reports.
A. True
B. False
B. False
This helps you manage the complete lifecycle of customer service,from logging cases to suggesting and delivering solutions across multiple channels, including Web self-service and live agent support: A. Ideas B. Community C. Sales Cloud D. Service Cloud E. Sales Cloud F. None of the Above
D. Service Cloud
How many workflow rules can you create per entity? A. 10 B. 15 C. 20 D. 25 E. 50
E. 50
What is the default report format for new reports created in report builder?
A. Summary
B. Tabular
C. Matrix
B. Tabular
Which of the following is part of the Sales Cloud 2? A. Accounts and Contacts B. Cases C. Marketing and Leads D. Solutions E. Content Library F. Opportunities and Quotes
A. Accounts and Contacts
C. Marketing and Leads
E. Content Library
F. Opportunities and Quotes
Which of the following are standard Salesforce applications? A. Ideas B. Campaigns C. Administration D. Call Center E. Sales Center F. None of the Above
F. None of the Above
What can an administrator customize for the Service Cloud console?
A. Whether the record opens as a primary tab or subtab
B. The fields displayed in the highlights panel
C. The interaction log fields displayed for objects without an Activity History related list
D. Whether the SoftPhone displays in the footer or sidebar
E. The objects displayed in the navigation tab
A. Whether the record opens as a primary tab or subtab
B. The fields displayed in the highlights panel
E. The objects displayed in the navigation tab
Which is a consideration when creating a drill-to-detail dashboard component?
A. The dashboard component type must be a gauge.
B. Drill-to-detail must be enabled on the custom report type.
C. The source report must be stored in the drill-to-detail folder.
D. The source report must be grouped by record name, record owner, or feed post.
D. The source report must be grouped by record name, record owner, or feed post.
Which can be accessed by a Chatter Free user? A. People B. Content C. Profiles D. Groups E. Files F. Leads
A. People
C. Profiles
D. Groups
E. Files
This type of relationship links two objects together, but it has no effect on deletion, record ownership, or security, and the lookup relationship field is not required in the page layout.
A. Lookup Relationship
B. Master-Datail Relationship
C. Master-Detail-Sub detail Relationship
A. Lookup Relationship
When you delete a Contact, it’s associated Campaign Member record is deleted as well.
A. True
B. False
A. True
Data Validation rules is not supported in which Salesforce edition? A. Contact Manager B. Group C. Professional D. Developer E. Unlimited F. All Editions are supported
F. All Editions are supported
Identify the true statements about the workflow approval process?
A. When a record is submitted for approval the Admin can edit the record
B. You can forward an email approval request to another email address
C. The approvers delegate can also approve a request
D. Approvers can view an approval request from their home page
E. Approvers can only access an approval page from the application
A. When a record is submitted for approval the Admin can edit the record
C. The approvers delegate can also approve a request
D. Approvers can view an approval request from their home page
Printable View does not Save all the report formatting.
A. True
B. False
B. False
Which data can be synched using the new Salesforce for Outlook? A. Custom objects B. Events C. Leads D. Contacts
B. Events
D. Contacts
Time-dependent workflow will not work with which type of workflow evaluation criteria?
A. Only when a Record is created
B. Every time a Record is created or edited
C. Every kind of workflow evaluation criteria
D. When a Record is edited and it didn’t previously meet the rule criteria
B. Every time a Record is created or edited
Up to 25 custom lookup fields can be defined per object.
A. True
B. False
B. False (40 custom look-up fields can be defined per object)
Spring ‘11 includes a managed version of Chatter Desktop for enterprise deployments, and administration controls for controlling access to Chatter Desktop in your organization.
A. True
B. False
A. True
Record locking prevents users from editing a record only if they have certain field-level security or sharing settings.
A. True
B. False
B. False (Record Locking is a process of preventing users from editing a record regardless of field level security / sharing settings)
Can a Standard User Profile import members into a campaign?
A. Yes.
B. No.
C. Only if they have “Import Campaign Members” permission checked.
D. Only if they have “Modify All Data” permission checked.
B. No
The record owner is a user or a queue that has control or rights to a particular data record.
A. True
B. False
A. True
Standard reports are visible through the Reports search.
A. True
B. False
B. False
A System Administrator can edit a profile to (Choose 2 answers):
A. Prevent a user from viewing custom tabs
B. Prevent the use of Mass email
C. Deny a user access to other users leads
A. Prevent a user from viewing custom tabs
B. Prevent the use of Mass email
What is a Dashboard made of? A. Tables B. Summary Reports C. Charts D. Gauges
A. Tables
B. Summary Reports
C. Charts
D. Gauges
What is one advantage of Salesforce CRM?
A. Companies can seamlessly integrate their servers to Salesforce database for faster performance.
B. Companies only need to maintain a compatible browser and a reliable internet connection.
C. In house Servers can be acquired cheaper than normal
D. None of the above
E. All of the above
B. Companies only need to maintain a compatible browser and a reliable internet connection.
Mail Merge is available in which Salesforce Editions?
A. All except Professional
B. Professional and Enterprise
C. Professional, Developer and Enterprise
D. Enterprise and Developer only
E. Developer, Enterprise and Unlimited only
F. All editions
F. All editions
If the System Administrator set a user to create only a certain record type, this user’s ability to view other record types is affected.
A. True
B. False
B. False
What is the maximum number of values you can have in a picklist? A. 500 B. 250 C. 600 D. 1,000 E. 2,000
A. 500 (for Multi-Select Picklists)
D. 1,000 (for Custom Picklists)
When converting a lead, what values are transferred to the opportunity?
A. Amount = Lead Amount
B. Close Date = Today
C. Close Date = Last day in fiscal quarter
D. Stage = First stage in list
C. Close Date = Last day in fiscal quarter
D. Stage = First stage in list
What is the maximum of time triggers per Workflow Rule? A. 5 B. 10 C. 15 D. 20
B. 10
Salesforce is which of the following (Choose 3 answers): A. Salesforce Automation B. Marketing Management C. Customer Support Management D. Campaign Management
A. Salesforce Automation
B. Marketing Management
C. Customer Support Management
Which of the following relationships are correct?
A. Lead, Contacts, and Opportunities can be associated to only one Campaign
B. Leads and Contacts can be associated to several Campaigns, but an Opportunity can have only one Campaign
C. Leads and Opportunities can be associated to several campaigns, but Contacts can only have one Campaign
B. Leads and Contacts can be associated to several Campaigns, but an Opportunity can have only one Campaign
A Workflow Approval process may be used for all of the following objects EXCEPT: A. Opportunity B. Users C. Assets D. Contracts
B. Users
Which of the following features is not available in Professional Edition? A. Big Deal Alert B. Workflow C. Account Sharing Rules D. Multi-Currency
B. Workflow
The formula editor may be used all of the following places EXCEPT:
A. S-Control
B. Formula Field
C. Default values on Standard Fields
C. Default values on Standard Fields
If you are added to a Sales Team with read/write access you then have the ability to extend sharing on the opportunity to other users.
A. True
B. False
B. False
A Workflow rule can only be triggered when a record is created.
A. True
B. False
B. False
Which of the following fields CAN NOT be a controlling field for Dependent Picklists? A. Standard Picklist B. Custom Picklist C. Custom Multi-Select Picklist D. Standard Checkbox E. Custom Checkbox
C. Custom Multi-Select Picklist
When you have exceeded your general storage limit, you can use your complimentary document storage for additional space.
A. True
B. False
A. True
To make a field required, which of the following is used? (Pick the best possible answer)
A. Page Layout
B. Field Level Security
C. Profile
D. Both Page Layout and Field Level Security
A. Page Layout
What type of information can NOT be shown with an S-Control Dashboard component?
A. Combination of two other Dashboard components
B. External feed of data
C. Data Warehouse information
D. Flash representations of data
B. External feed of data
A new list view can be created from within the console
A. True
B. False
B. False
All of the following are default Account record types- with Client Management EXCEPT: A. Account Tab Default B. Business Account Default C. Person Account Default D. Partner Account Default
D. Partner Account Default
You must be a user of Salesforce.com in order to Receive an email notification in the case escalation process:
A. True
B. False
B. False
Which of the following is a standard Profile? A. Sales User B. Marketing User C. Invoice Manager D. Contract Manager
B. Marketing User
D. Contract Manager
Who may be assigned a workflow task? There are 5 correct answers. A. A single user B. Multiple users C. The Record owner D. The Record creator E. An Account team role F. A Sales Team Role
A. A single user C. The Record owner D. The Record creator E. An Account team role F. A Sales Team Role
You can create the following Email Template Formats: Choose 4 A. Text B. Visual Force C. HTML with Letterhead D. XML Templates E. Custom HTML
A. Text
B. Visual Force
C. HTML with Letterhead
E. Custom HTML
Universally required fields always display on edit pages regardless of field-level security.
A. True
B. False
A. True
If you change the data type of any custom field used for lead conversion, that lead field mapping will be deleted.
A. True
B. False
A. True
The automated case user will be listed on the case history for all actions that are system defined, including (Choose 3 answers):
A. When a case is automatically assigned using assignment rules
B. When a case is escalated
C. When a case is created online via Web-to-Case
D. When a Workflow is Triggered
A. When a case is automatically assigned using assignment rules
B. When a case is escalated
C. When a case is created online via Web-to-Case
Organization-Wide Default Sharing Rule for Calendar Access Default is as Follows: A. Hide Details B. Hide Details and Add Events C. Show Details D. Show Details and Add Events
B. Hide Details and Add Events
Both accounts and users can exist in multiple territories.
A. True
B. False
A. True
What are the following prerequisites I must meet before enabling territory management? Choose 2 answers
A. Your organization must be using customizable forecasting
B. Follow the steps in the Deploying Territory Management Guide to prepare your organization for territory management.
C. You must have the Marketing User Profile
D. You must have the Territory Manager Profile
A. Your organization must be using customizable forecasting
B. Follow the steps in the Deploying Territory Management Guide to prepare your organization for territory management.
What is Force.com Platform? Choose 3 answers:
A. Customize, integrate and create enterprise applications as a service and without software.
B. Point-and-click customization tool
C. Customize standard applications provided by Salesforce.com or build their own on-demand applications
D. Modify the applications to meet your needs (No Coding)
E. Group standard and custom tabs into new custom applications
A. Customize, integrate and create enterprise applications as a service and without software.
C. Customize standard applications provided by Salesforce.com or build their own on-demand applications
E. Group standard and custom tabs into new custom applications
What is Force.com Builder? Choose 3 answers:
A. Point-and-click customization tool
B. Group standard and custom tabs into new custom applications
C. Modifies the applications to meet your needs (No Coding)
D. Customize standard applications provided by Salesforce.com or build their own on-demand applications
E. Builds custom Applications
A. Point-and-click customization tool
C. Modifies the applications to meet your needs (No Coding)
E. Builds custom Applications
All of the following are the Custom Business Objects EXCEPT:
A. Use Force.com builder to build your own objects
B. Standard Salesforce.com Objects
C. Capture key, related information that applies to your business
D. Correlate to tables in the database
E. All of the above
B. Standard Salesforce.com Objects
A Profile can have many users, but a user can have only one profile.
A. True
B. False
A. True
You CANNOT delete standard fields but you can remove non-required standard fields from a page layout
A. True
B. False
A. True
Reports and views are not renamed based on the new label value
A. True
B. False
A. True
Custom Picklist fields can be either controlling or dependent fields
A. True
B. False
A. True
The maximum number of values allowed in a controlling field is: A. 500 B. 100 C. 300 D. 200
A. 500 (Maximum number of values)
C. 300 (Default values)
Multiple record types may be created for every tab, with the exception of (Choose 3 answers): A. Home B. Accounts C. Forecasting D. Opportunity E. Reports
A. Home
C. Forecasting
E. Reports
A Record Owner has the following privileges: A. View and Edit Capabilities B. Transfer Capabilities C. Deletion Capabilities D. Import Leads Capabilities E. Import Opportunity Capabilities
A. View and Edit Capabilities
B. Transfer Capabilities
C. Deletion Capabilities
You can use Sharing Rules to grant wider access to data. You cannot restrict access below your OWD levels.
A. True
B. False
A. True
The SideBar search does not Search the following: Choose 3 answers A. Custom Objects B. Documents C. Products D. Reports E. Solutions
B. Documents
C. Products
E. Solutions
Workflow Tasks are NOT tracked in the Activity History.
A. True
B. False
B. False
Time-Dependent Workflow Maximum Triggers Allowed Per Rule:
A. Maximum of 10 time triggers per rule
B. Maximum of 20 time triggers per rule
C. Maximum of 50 time triggers per rule
A. Maximum of 10 time triggers per rule
Universal Containers would like their sales reps to be able to send branded email invitations to customers for business meetings and to collaborate with customers from a branded Website to find a suitable meeting time.
How can an Administrator accomplish this?
A. Create a custom email template for invitations that displays your compant logo
B. Add a company logo to meeting requests in Salesforce
C. Create an external integration with Google calendar using Sites
D. Enable Chatter to allow reps to Communicate with customers
A. Create a custom email template for invitations that displays your compant logo
Which statement is TRUE regarding Dynamic Dashboards:
A. They show data from the perspective of the logged-in user.
B. They are automatically created when you create a Custom Object
C. They perform calculations that standard dashboards cannot
D. They display the source report as you hover over a dashboard component
A. They show data from the perspective of the logged-in user.
Marketing and Sales users at Universal Containers would like more visibility into Lead and Contact participation in this years Trade Show. How would an
Administrator build this into the application? Choose 2 answers
A. Create Cross-object formula fields to display campaign member record details on a lead or a contact record
B. Alert lead and contact owners with workflow when a prospective customer regsiters for the event
C. Customize the campaign member related list on the lead or contact object
D. Create Cross-object formula fields to display lead or contact record details on a campaign member record
B. Alert lead and contact owners with workflow when a prospective customer regsiters for the event
C. Customize the campaign member related list on the lead or contact object
How does an agent submit an article for publishing? Choose 3 answers:
A. Promote an Answer for consideration
B. Re-assign an article to the publishing queue
C. Publish an article to the solution category
D. Submit an article upon closing a case
E. Publish at-will, with “Manage Articles” profile permission
A. Promote an Answer for consideration
D. Submit an article upon closing a case
E. Publish at-will, with “Manage Articles” profile permission
How can Chatter feed for content can be used? Choose 2 answers
A. To store Chatter posts in content
B. To share files from a workspace to a feed
C. To link a workspace to a Chatter from content
D. To search for files posted to Chatter from content
B. To share files from a workspace to a feed
D. To search for files posted to Chatter from content
Which statement is TRUE regarding dependent lookups? Choose 2 answers:
A. They can be configured to make fields on related records, depending on data in the source record
B. They can be configured to limit the records returned by a lookup based on the value of a field on a related record
C. They can be configured to compare data to external sources to verify that contact and prospect information is up to date.
D. They can be configured when creating the master-detail or lookup relationships
A. They can be configured to make fields on related records, depending on data in the source record
B. They can be configured to limit the records returned by a lookup based on the value of a field on a related record
Which is a capability of drag-and-drop dashboards? Choose 2 answers:
A. Drag and Drop a dashboard onto any page in Salesforce
B. Drag and Drop records onto a dashboard
C. Drag and Drop reports onto a dashboard as the data source of the component
D. Drag and Drop chart types onto a dashboard to create a component
C. Drag and Drop reports onto a dashboard as the data source of the component
D. Drag and Drop chart types onto a dashboard to create a component
Which is a capability of the Cloud Scheduler? Choose 2 answers:
A. Allow a user to propose multiple meeting times
B. Automatic propose meeting times based on Salesforce user calendars
C. Sync a Salesforce calendar with an Outlook Calendar
D. Custom brand different invitations per customer
A. Allow a user to propose multiple meeting times
B. Automatic propose meeting times based on Salesforce user calendars
Which is a capability of Chatter? Choose 3 answers:
A. Receive updates related to records followed by a user
B. Share updates, files, and links with Leads and Contacts
C. Receive recommendations for users and records to follow
D. Follow people within Salesforce organization
E. Post updates, files, links to Chatter pages
A. Receive updates related to records followed by a user
D. Follow people within Salesforce organization
E. Post updates, files, links to Chatter pages
How can an Administrator customize campaign members? Choose 2 answers:
A. Display Lead or Contact data directly on a campaign member record
B. Create an approval process for new campaign members
C. Customize the campaign history related list to include campaign member custom fields
D. Display key campaign member data on an opportunity record
A. Display Lead or Contact data directly on a campaign member record
C. Customize the campaign history related list to include campaign member custom fields
What determines the suggested criteria for lookup filter?
A. Previously used filter criteria
B. Organization Wide Defautl settings
C. The current application schema
D. A survey taken when enabling this feature
A. Previously used filter criteria
What can an agent do when resolving a case? Choose 2 answers A. Email articles to a customer B. Create an article upon closing a case C. Assign data categories to a case D. Attach only one article to a case
A. Email articles to a customer
B. Create an article upon closing a case
Which is a feature of combination charts? Choose 2 answers
A. Display more than one summary value in chart
B. Add a third axis range to the chart
C. Display data from multiple reports in a chart
D. Add a second axis range to a chart
A. Display more than one summary value in chart
D. Add a second axis range to a chart
The value in a Custom Field called Salary is 50,000. What would the formula, ISNUMBER (Salary_c), return A. FALSE B. TRUE C. Depends on the Users Locale D. 50,000
B. TRUE
Which cannot be done on a Salesforce to Salesforce connection finder?
A. Identify the Salesforce systems administrator at another company
B. Custom brand an email sent to identify connections
C. Survey partners for their use of Salesforce
D. Survey customers for their use of Salesforce
D. Survey customers for their use of Salesforce
Which action can be performed on the Campaign Member object? Choose 3 answers
A. Relate a business account to a campaign record
B. Create validation rules related to the campaign member record
C. Create custom lookup field to another object
D. Change a lead to a contact from the campaign member record
A. Relate a business account to a campaign record
B. Create validation rules related to the campaign member record
C. Create custom lookup field to another object
Which is a capability of a campaign? Choose 2 answers
A. Add campaign members to other related campaigns using an Apex trigger
B. Convert leads to contacts from the campaign record
C. Update the campaign member status of a lead using the manage campaign members feature
D. Track the number of business accounts related to a campaign
A. Add campaign members to other related campaigns using an Apex trigger
C. Update the campaign member status of a lead using the manage campaign members feature
What type of field can a lookup filter be applied to? Choose 3 answers
A. Hierarchical relationship fields
B. Master-Detail relationship fields
C. Relationship fields for records owned by queues
D. Lookup fields to the Account, Contact, User, and Custom Objects
E. Lookup fields to the Activity object
A. Hierarchical relationship fields
B. Master-Detail relationship fields
D. Lookup fields to the Account, Contact, User, and Custom Objects
Which action type is represented by an icon in the process visualizer? Choose 2 answers A. Request rejection details B. View recall details C. Start a new task D. Send an email alert
C. Start a new task
D. Send an email alert
Which function can be performed using enhanced profile management? Choose 2 answers
A. Merge profiles
B. Make mass permission modifications across multiple profiles
C. Make mass profile name changes
D. Edit profile permissions directly in a list view
B. Make mass permission modifications across multiple profiles
D. Edit profile permissions directly in a list view
Which statement is true regarding High Volume Portal users? Choose 2 answers
A. These Users not assigned to roles in the role hierarchy
B. Users allotted extra data storage usage
C. Users can view documents from Content workspaces
D. Users cannot own an Account record
A. These Users not assigned to roles in the role hierarchy
D. Users cannot own an Account record
Which two functions return the same result when used with fields of the same data type? A. ISBLANK() and BLANKVALUE() B. ISNULL() and LEN() C. ISBLANK() and ISNULL() D. ISBLANK() and ISEMPTY()
C. ISBLANK() and ISNULL()
Which statement is TRUE regarding look up filters? Choose 2 answers
A. Lookup filters are available in the Partner and Customer Portals
B. Lookup filters can restrict lookup dialog results based on fields on the source object
C. The special date values “Today” and “This Month” are valid criteria options.
D. Lookup filters are case sensitive
A. Lookup filters are available in the Partner and Customer Portals
D. Lookup filters are case sensitive
Which email address option is available to override the From Email Address in a Workflow Email Alert?
A. An active Administrator’s email address
B. A manual entered email address
C. An active user’s email address
D. An Organization-wide email address
D. An Organization-wide email address
How would an Admin ensure that specific field values are always represented by the same color each time the value is displayed on any dashboard component? A. Customize dashboard components B. Customize dashboard settings C. Customize source reports D. Customize field settings
D. Customize fields settings
When looking at a vertical column chart, what can a user click on to drill down to a filtered source report? Choose 3 answers A. Component header B. Individual groups C. The Y axis D. Legend entries E. The X axis
B. Individual groups
D. Legend entries
E. The X axis
UI component for tag Access (Choose 2) A. Edit tag links B. View tags on header C. Sidebar widget D. Search Tags
B. View tags on header
D. Search Tags
Which Step is not a part of creating custom application? A. Selecting tabs B. Adding a logo C. Selecting profiles D. Creating a custom object
D Creating a custom object
Which of the following are standard Salesforce applications? (Choose all that apply.) A. Ideas B. Campaigns C. Administration D. Call Center E. Sales Center
A. Ideas
D. Call Center
Is it true that campaigns and opportunities have many to many relationship?
A. True
B. False
B. False
Which of the following will not bypass Identity Confirmation?
A. The user’s profile has IP login restrictions enabled.
B. The user has logged into Salesforce previously from their current IP address.
C. The user has activated this computer before and has a stored activation cookie.
D. The user’s record has the “Bypass User Identity Confirmation” checkbox enabled.
E. The user is logging in from an IP address within the list of trusted networks.
D. The user’s record has the “Bypass User Identity Confirmation” checkbox enabled.
Which of the following statements are true concerning email activation?
A. The email activation feature requires that the user click an activation link before logging onto a new computer.
B. The email activation feature cannot be disabled.
C. The email activation feature can be disabled by request to Salesforce.com support.
D. The email activation feature can be disabled through the UI.
C. The email activation feature can be disabled by request to Salesforce.com support.
When transferring an account from one user to another, which of the following options are selectable? (Choose all that apply.) A. Transfer closed cases B. Transfer closed opportunities C. Transfer open activities D. Transfer closed activities
A. Transfer closed cases
B. Transfer closed opportunities
Using the following hierarchy, if a sharing rule exists granting Operations Person Read/Write access to Sales Management on the Account Object, what access does Operations Management have to Sales Management’s accounts?
Default access for the Account object is Public Read Only.
Executive Management -
Sales Management -
Sales Person -
Operations Management -
Operations Person - A. None B. Read Only C. Read/Write D. Read/Write/Transfer
C. Read/Write (Read/Write is granted through role hierarchy permissions from the sharing rule. If the sharing rule referenced a sharing group then the ‘Grant Access Using Hierarchies’ would not apply. This could also be true for a custom object; all standard objects require ‘Grant Access Using Hierarchies’.)
Documents count toward Data Storage.
A. True
B. False
B. False
File attachments, document tabs, and sales force content count towards Data Storage:
A. True
B. False
B. False
A record is modified on 1/1/2008. It meets criteria for a time-based workflow rule; this rule schedules an action for 7 days after rule execution. On 1/4/2008 the record is modified and no longer meets workflow rule criteria.
On 1/5/2008 the record is modified and once again meets the initial time-based workflow rule criteria. How many workflow actions will execute and when?
A. 1 on 1/8/2008
B. 2 on 1/8/2008 and 1/12/2008
C. 1 on 1/12/2008
C. 1 on 1/12/2008 (When the record is modified and no longer meets criteria on 1/4 the initial workflow action is dropped from the queue. The workflow action created on 1/5 is scheduled for 7 days after rule execution (which is 1/5), therefore the only rule that would be executed is on 1/12)
What would prevent a user from including fields when running a report? A. Field-level security & page layouts B. Page layouts only C. Field-level security only D. None of the above
C. Field-level security only
The system administrator has created a new custom object and application. This individual now needs to populate the new object with 1000 records, which are formatted in a CSV file. The Import Wizard (Data Management –> Import Custom Objects) is appropriate for this task.
A. True
B. False
A. True
You must create the business process before creating record types for each of these objects except: A. Lead B. Opportunity C. Case D. Campaign E. Solutions
D. Campaign
You can associate each business process with one or more record types and make it available to users based on their: A. Role B. Profile C. OWD D. Licence Type E. Salesforce Edition
B. Profile
In order to implement more business process multiple record types must also be implemented:
A. True
B. False
A. True
Multiple record types may be created for every tab with the exception of (Choose 4 answers): A. Home Tab B. Forecast Tab C. Documents Tab D. Leads Tab E. Report Tab
A. Home Tab
B. Forecast Tab
C. Documents Tab
E. Report Tab
Field-level security can be used to make a field required
A. True
B. False
B. False
You can customize to restrict users ability to log in to Saleforce with the following: A. Profile B. Role C. Page Layout D. Record Type E. Security Settings
A. Profile
It is possible for a user to own a record and not see it.
A. True
B. False
A. True
The Account owner, Opportunity Owners, and Case Owners: A. Has to be the same user B. Has to be from the Same Profile C. Has to be from the same Role D. Can be different Users
D. Can be different Users
What is true about a Role (Choose 2 answers)?
A. Controls the level of visibility that users have to an org. data
B. Role is required while creating Record types
C. A user must be associated to one role
D. A user may be associated to one role
A. Controls the level of visibility that users have to an org. data
D. A user may be associated to one role
What is True about the Role Hierarchy
A. Controls data visibility
B. Controls record roll-up forecating and reporting
C. Not necessarily the company org. chart
D. Controls Read / Write and Transfer Rules for each user
A. Controls data visibility
B. Controls record roll-up forecating and reporting
C. Not necessarily the company org. chart
Which of the following components is displayed only if the record in the detail view has associated records? A. List view B. Mini Page Layout C. Console layout D. Mini View
D. Mini View
Which of the following components inherits the record type and profile associations, related lists, fields, and field access settings from its associated page layout? A. Console layout B. Mini Page Layout C. Detail View D. Related Objects
B. Mini Page Layout
What happens when an email is sent to a customer from a case? A. Case hierarchy is reset B. Case escalation is reset C. Case escalation rules are deleted D. Case assignment rules are deleted
B. Case escalation is reset
What objects are cases related to? A. Accounts B. Forecast C. Contacts D. Campaign
A. Accounts
C. Contacts
Why would you use early triggers?
A. To escalate a case according to a time zone
B. To allow notification before a case actually escalates
C. To escalate any case within a period
D. To send an auto response email to customers
B. To allow notification before a case actually escalates
If using Customizable forecasting there is a seperate forecast role hierarchy
A. True
B. False
A. True
How many Roles can I create for my org? A. 200 B. 300 C. 500 D. No Limit
C. 500
What is a Sharing Rule (Choose 3 answers)?
A. Automated rules that grant access to groups of users
B. Exceptions to Org. wide Defaults
C. Rules given for group of user working closely on a project
D. Irrelevant for Public Read / Write Organizations
A. Automated rules that grant access to groups of users
B. Exceptions to Org. wide Defaults
D. Irrelevant for Public Read / Write Organizations
What is NOT true about sharing Rules?
A. Sharing rules open up access whereas org wide defaults restrict access
B. When I delete a sharing rule, the sharing access created by that rule is automatically removed
C. I can edit the access levels for any sharing rule. I can change the specified groups/roles for the rule
D. Sharing rules apply to all new and existing records owned by the specified role/group members
E. When I modify which users are in a group rule, the sharing rules are re-evaluated to add/remove access as necessary
C. I can edit the access levels for any sharing rule. I can change the specified groups/roles for the rule
A public group is a grouping of all Except? A. Users B. Public Groups C. Queue D. Roles E. Roles and Subordinates
C. Queue
If Phil is promoted from a Sales Associate to Senior Sales Exec, and the new sales associate is appointed to take Phil’s responsibilities. What are the appropriate steps to transfer Phil’s account to the new associate?
A. Overwrite Phil’s User Profile with the new associates information and create a new profile for Phil.
B. Create a new profile for Phil as well as new associate. Deactivate Phil’s profile with Sales Associate role and transfer all the accounts, opportunities and leads to the new associate.
C. Associate the new role to Phil’s existing profile and Transfer all the accounts, opportunities and leads to the new associate.
D. None of the above
B. Create a new profile for Phil as well as new associate. Deactivate Phil’s profile with Sales Associate role and transfer all the accounts, opportunities and leads to the new associate.
Which statements are false for folders (Choose 2 answers)?
A. Access is defined either as Read or Read/Write
B. Access to folders does roll-up through role hierarchy
C. The document tab contains a control version capability
D. Access to folders does not roll-up through role hierarchy
B. Access to folders does roll-up through role hierarchy
C. The document tab contains a control version capability
he size limit for documents uploaded is: A. 1 Megabyte B. 3 Megabyte C. 5 Megabyte D. 25 Megabyte
D. 25 Megabyte
Author and the owner have same access to the document
A. True
B. False
C. Neither True nor False
B. False
You can update licenses on the Company Profile.
A. True
B. False
B. False
A company that uses custom fiscal year: A standard forecast option is unavailable. The Admin will have to build a custom forecast for the same.
A. True
B. False
A. True
Where would I make a field required? A. UI B. Report Builder C. Flows D. Page Layout
D. Page Layout
Activities are both Tasks and Calendars
A. True
B. False
A. True
Field Level Security cannot be used to make a field required.
A. True
B. False
A. True
Which of the following is true that can cause data loss when an existing custom field is changed? (Choose all that apply.)
A. Changing to or from type Date or Date/Time
B. Changing to Number from any other type
C. Changing to number from Percent
D. Changing to one Currency from any other currency type
A. Changing to or from type Date or Date/Time
B. Changing to Number from any other type
D. Changing to one Currency from any other currency type
Which of the statements is/are true for data validation?
A. Data Validation can enforce data integrity as well as make a field required in the page layout
B. Data Validation can prevent duplication of records
C. Data Validation run on the client machine after the user clicks the Save button
D. Data Validation rules are not enforced when using API & import operations
E. Validation rules can be activated / deactivated by the user
A. Data Validation can enforce data integrity as well as make a field required in the page layout
B. Data Validation can prevent duplication of records
Identify the statement that correctly defines data validation:
A. Data validation ensures the integrity of data before its saved in SF
B. Data validation ensures the integrity of data after its saved in SF
C. Data validation ensures the integrity of data when data is imported in SF
D. Data validation ensures the integrity of data when data is exported in SF
A. Data validation ensures the integrity of data before its saved in SF
Data validation ensures the integrity of data when data is exported in SF
A. True
B. False
B. False
What statement is False for a workflow task:
A. To assign tasks to multiple users, create multiple tasks as outcomes of the rule
B. A single task can be assigned to multiple users
C. The due dates for workflow task is based on number of calendar days, The rule fails to recognize only working business days by default
D. Historical tracking is allowed for workflow task
B. A single task can be assigned to multiple users
Will data be lost in a Custom Field if Data Type is changed to Number from any other Data Type?
A. Yes
B. No
A. Yes
On Lead Conversion a Lead Object Custom field cannot be mapped to Which Object custom field? A. Account B. Contacts C. Case D. Opportunity
C. Case
Dashboards can be created by using Standard Reports as Source Reports?
A. True
B. False
B. False
Which tool should be used to Import more then 65,000 records in Salesforce.com?
A. SFDC Import Wizard
B. Data Loader
B. Data Loader
Which of the following is NOT a Standard Salesforce.com Functionality? A. Email to Lead B. Email to Case C. Web to Lead D. Web to case
A. Email to Lead
Which of the following is NOT a Mandatory Field while creating a User Record? A. Profile B. Role C. Alias D. Community Nickname
B. Role
A user successfully login’s at 3:00 PM, What happens at 3:31 PM, if the Login hours for the user’s Profile are set from 7:30 AM to 3:30 PM?
A. User is automatically Logged Out
B. User keeps working continuously without any issues
C. User is asked in a Popup window if he would like to extend his session
D. User is logged out once he tries to do any DML (Data Manipulation) Operation i.e. Save, Edit etc.
D. User is logged out once he tries to do any DML (Data Manipulation) Operation i.e. Save, Edit etc. (No further action can be taken)
What is the Impact on a User of the Organization level Locale Changes?
A. The default Locale of the user is also set to the new Organization Level locale
B. The User is asked for a Choice; if he would like to choose New Organization Locale or his own Locale
C. No Impact on the User as he keeps using his own default Locale
D. From a new session, user will see everything in the New Organization Locale
C. No Impact on the User as he keeps using his own default Locale
API's are not available for use in which Salesforce.com edition? A. Developer Edition B. Professional Edition C. Enterprise Edition D. Unlimited Edition
B. Professional Edition
Which Feature is not available in Salesforce.com? A. Profile based Login Hours B. Profile based Login IP Ranges C. Organization based Login Hours D. Organization based Login IP ranges
C. Organization based Login Hours
For how many days deleted records are kept in the Recycle Bin? A. 15 B. 30 C. 45 D. 60
A. 15