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Flashcards in Salesforce Ben Deck (60):
1

A Sales Manager would like to get a report of Opportunities grouped by sales stage. What kind of report meets this requirement?
1. Summary
2. All Salesforce Reports
3. Tabular
4. Matrix

1. Summary

2

What are the different types of Sharing Rules?
(Select 4 answer)
1. Case Sharing Rules
2. Lead Sharing Rules
3. Solution Sharing Rules
4. Account Sharing Rules
5. Custom Object Sharing Rules

1. Case Sharing Rules
2. Lead Sharing Rules
4. Account Sharing Rules
5. Custom Object Sharing Rules

3

True/False - Formulas ignore Field Level Security Settings.

True

4

Which profiles listed are standard profiles?
(Select 3 answers)
1. Standard User
2. Marketing User
3. Invoice Manager
4. Contract Manager

1. Standard User
2. Marketing User
4. Contract Manager

5

The Sales Director wants to be alerted to deals that are greater than 1.000.000. Which tools could you use to achieve this?
(Select 2 answers)
1. Create a Workflow and an Email Alert
2. Create a report and monitor it daily
3. Use Big Deal Alerts
4. Ask the Sales Director to create a list view which shows the opportunities.

1. Create a Workflow and an Email Alert
3. Use Big Deal Alerts

6

Data loss can occur when changing a field from/to the following types.
(Select 3 answers)
1. Changing to a Number field from any other type of field.
2. Changing from a Number field to a text field
3. Changing from a checkbox to any other type of field.
4. Changing from a multi-select picklist to any other type of field.

1. Changing to a Number field from any other type of field.
3. Changing from a checkbox to any other type of field.
4. Changing from a multi-select picklist to any other type of field.

7

A Sales Manager would like to view a dashboard from the perspective of different users and switch between users without editing the dashboard. How would an administrator enable this?
(Select 2 answers)
1. Grant the sales manager the “Drag-­‐and-­‐Drop Dashboard builder" permission.
2. Create the dashboard as a dynamic dashboard
3. Grant the sales manager the "Manage Dynamic Dashboards" permission.
4. Grant the Sales Manager the "View my Teams Dashboard" permission

2. Create the dashboard as a dynamic dashboard.
4. Grant the Sales Manager the "View my Teams Dashboard" permission

8

What type of report cannot be used to populate a chart in a dashboard?
1. Tabular
2. Matrix
3. Summary
4. Joined

1. Tabular

9

What should a System Administrator consider before importing a set of records into Salesforce?
(Select 2 answers)
1. The import file should include a record owner for each record.
2. Currency field values will default to the personal currency of the record owner.
3. Data should be de-duplicated in the import file prior to import.
4. Validation rules are not triggered when importing data using the import wizard.

1. The import file should include a record owner for each record.
3. Data should be de-duplicated in the import file prior to import.

10

What is the maximum number of Components on a Dashboard?
1. 5
2. 10
3. 20
4. 50

3. 20

11

True/False - A users security token will be refreshed every time their password is changed.

True

12

Which of these actions can be triggered from a workflow?
1. Field Update, New Task, Email Notification, Outbound Message.
2. Create object, New Task, Email Notification
3. Field Update, Email Notification, Apex Trigger, New Task.
4. Email Notification, Field Update

1. Field Update, New Task, Email Notification, Outbound Message.

13

When are data validation rules enforced?
1. Upon opening a record
2. Upon closing a record
3. Upon editing a field
4. Upon Saving a record

1. Upon saving a record.

14

If the Org Wide Default is Public Read/Write, what feature in Salesforce is needed to restrict access to that object?
1. Profile
2. Role Hierarchy
3. Record Type
4. Page Layout

1. Profile

15

Which of the following are standard Salesforce Objects?
(Select 3 answers)
1. Contract
2. Opportunity Product
3. Pricebook
4. Ticket

1. Contract
2. Opportunity Product
3. Pricebook

16

All of the following objects may have a queue except.
1. Accounts
2. Cases
3. Leads
4. Custom Objects

1. Accounts

17

True/False - You can use standard reports when creating dashboards.

False

18

On which of these objects can you map a field to, on lead conversion?
(Select 3 answers)
1. Account
2. Contacts
3. Cases
4. Opportunities

1. Account
2. Contacts
4. Opportunities

19

True/False - Fields which are hidden using Field Level Security are still subject to Validation Rules.

True

20

An Approval Process begins when a record is..
1. Created
2. Saved
3. Edited
4. Submitted for Approval

4. Submitted for Approval

21

True/False - It is possible to share a custom object record manually.

True

22

What are the ways leads can be captured with Salesforce?
(Select 2 answers)
1. Web to Lead
2. Email to Lead
3. Lead Import
4. Lead Assignment

1. Web to Lead
3. Lead Import

23

A customer service manager would like to automatically assign cases to the most appropriate agent to handle the request. What feature could be used.
1. Case Escalation Rules
2. Case Assignment Rules
3. Email to Case
4. Web to Case

2. Case Assignment Rules

24

What is true about dynamic dashboards?
1. A dynamic dashboard will refresh automatically several times a day.
2. A dynamic dashboard will show data according to the user's security settings.
3. If a user wants to customize the dashboard, they should use a dynamic dashboard.
4. In dynamic dashboards, the source reports used can vary according to the user.

2. A dynamic dashboard will show data according to the user's security settings.

25

A Marketing Manager would like to generate a list of Contacts for a mailing list. What type of report would be the most appropriate to use?
1. Matrix
2. Summary
3. Tabular
4. Mailing

3. Tabular

26

You want to give a Standard Profile access to a custom object. what would be the best way to do this?
1. Create a new Profile and grant access.
2. Clone the standard profile and grant additional access.
3. Edit a standard profile
4. Create a permission set a assign it to relevant users.

2. Clone the standard profile and grant additional access.

27

Quotes and Opportunities are part of which product?
1. Service Cloud
2. Sales Cloud
3. Marketing Cloud
4. Analytics Clous

2. Sales Cloud

28

True/False - Standard picklist fields cannot be dependent fields.

True

29

True/False - You can make fields visible, read only and required use Page Layouts.

True

30

Where can you make a field required?
(Select 3 answers)
1. Page Layout
2. Validation Rule
3. Field Edit page
4. Workflow Rule
5. Record Type

1. Page Layout
2. Validation Rule
3. Field Edit page

31

True/False - Field Level Security or Page Layout can be used to make a field required.

False

32

How do you delete a user in Salesforce.
1. Going to their profile and clicking the delete button.
2. Using an external application
3. You cannot delete a Salesforce User
4. Deleting all information from their profile

3. You cannot delete a Salesforce User

33

True/False - A user can still report on a field they have access to if it is hidden from the page layout.

True

34

True/False - A user can save a record even if a data validation error message appears.

False

35

True/False - You can uninstall an App Exchange application once it has been deployed.

True

36

True/False - When a lead is converted, it becomes an Account, Contact and Opportunity (unless you opt out of creating an Opportunity).

True

37

True/False - A tab is automatically created when you create a custom object.

False

38

Which of these if not a Salesforce feature?
1. Email to Lead
2. Web to Lead
3. Web to Case
4. Email to Case

1. Email to Lead

39

A user would like to create a Dashboard component showing the top sales people for this year. What type of report would be the most appropriate to use?
1. Tabular
2. Summary
3 Matrix

2. Summary

40

A customer service manager would like to route cases that come from the support email address to one particular user. Which Salesforce feature would be accomplish this?
1. Case Escalation Rules
2. Case Assignment Rules
3. Email to Case
4. Web to Case

2. Case Assignment Rules

41

What permission are need to import Leads and Contacts to a Campaign?
1. Marketing User checkbox on user
2. Marketing User profile
3. Marketing User checbox on user and Marketing User profile.
4. Marketing User permission set

3. Marketing User checbox on user and Marketing User profile.

42

Which statements about custom summary formulas in reports are true?
(Select 2 answers)
1. Custom summary formulas can reference a formula field within a report.
2. Reports can be grouped by a custom summary formula result.
3. Custom summary formulas can reference another custom summary formula.
4. Custom summary formulas can be used in a report built from a custom report type.

1. Custom summary formulas can reference a formula field within a report.
4. Custom summary formulas can be used in a report built from a custom report type.

43

Gauge and metric dashboard component types are based on what from a report?
1. Chart
2. Grand Total
3. Average
4. Sum

2. Grand Total

44

A System Administrator needs to restrict users ability to view a dashboard. How can this be accomplished?
1. Restrict access to the folder that the source report is located.
2. Create a sharing rule to restrict access.
3. Restrict the access to the folder that the dashboard is located.
4. Disable access to the dashboard on the users profile

3. Restrict the access to the folder that the dashboard is located.

45

When converting a Lead, what values are transferred to the Opportunity?
(Select 2 answers)
1. Amount = Lead Amount
2. Close Date = Today
3. Close Date = Last day in fiscal quarter
4. Stage = First stage in list

3. Close Date = Last day in fiscal quarter
4. Stage = First stage in list

46

To track revenue gain or loss based on currency fluctuations, you must implement which Salesforce Feature?
1. Multi-Currency
2. Sandbox
3. Territory Management
4. Advanced Currency Management

4. Advanced Currency Management

47

What can an email template contain?
(Select 3 answers)
1. Attached file
2. Macro
3. Test
4. Merge Field

1. Attached file
3. Test
4. Merge Field

48

How many objects may be imported or updated using the Data Loader in one operation?
1. 1
2. 5
3. 10
4. Unlimited

1. 1

49

What should a system administrator use to disable access to a custom application for a group of users?
1. Profiles
2. Sharing Rules
3. Web Tabs
4. Page Layouts

1. Profiles

50

You can restrict a profiles view to a certain field by using which Salesforce feature?
1. Profiles
2. Roles
3. Field Level Security
4. Permission Sets

3. Field Level Security

51

Which of the following field cannot be a controlling field for Dependent Picklists?
1. Standard Picklist
2. Custom Picklist
3. Custom Multi-Select Picklist
4. Standard Checkbox
5. Custom Checkbox

3. Custom Multi-Select Picklist

52

Why should you consider using the Import Wizard over the Data Loader?
1. If you need to import more than 1.000.000 records
2. If you require some de-duplication
3. If you need to import to custom objects only
4. You need field auto-mapping functionality

2. If you require some de-duplication

53

True/False - it is possible for a user to own a record and not see it.

True

54

True/False - Workflows cannot be triggered upon import.

False

55

What is a roll-up summary field?
1. A roll-up summary field lets you rollback the data that was changed last week.
2. A roll-up summary field is a custom field that aggregates child record information into the parent record.
3. The roll-up summary field is accessible via the API.
4. The roll-up summary field gives you a summary of the data type and object relationship.

2. A roll-up summary field is a custom field that aggregates child record information into the parent record.

56

True/False - A roll-up summary field requires a Master Detail relationship.

True

57

What is conditional highlighting for reports?
1. You can set conditions that when met will report the calculated fields.
2. Shows you visual highlights depending on a threshold.
3. Let you make calculations on custom fields
4. Users can highlight particularly interesting parts of a report.

2. Shows you visual highlights depending on a threshold.

58

In which scenarios will the sharing button appear?
1. When the sharing model for the object is private.
2. When the sharing model for the object is public read/write.
3. When the sharing model for the object is public read/write
4. It will always appear

1. When the sharing model for the object is private.

59

What is a junction object?
1. A many-to-many relationship created with two lookup relationships.
2. A many-to-many relationship created with two master detail relationships.
3. An object type to connect external web services.
4. A standard object

2. A many-to-many relationship created with two master detail relationships.

60

What is a Bucket field?
1. Used in reports to categorize and group report values.
2. A custom field that can be created to group values.
3. A custom field that can be created to store a finite amount of values.
4. Used to group multiple workflows.

1. Used in reports to categorize and group report values.