True or false? A custom summary formula can only display on summary rows, not detail (record) rows.
True or false? A custom summary formula can reference formula fields in the data.
True or false? A custom summary formula can reference other summary formulas.
True or False? Access to folders does not rollup in the role hierarchy.
True or False? Chatter is not available for Mobile Users?
False. You can enable Salesforce Chatter for Salesforce Mobile users by including the News Feed object in your mobile configurations' data sets.
True or false? You can create email alerts for workflow rules on activities.
True or false?You can add filters to dashboards with visual force or S control components.
Universal Containers has certain customers that must be placed on the Do Not Contact (DNC) list. A system administrator needs to ensure that sales representatives do not contact these customers. Which step should the administrator take to enforce this requirement?Choose 3 answers:A. Make the DNC contact records private to all sales usersB. Filter the DNC contacts from mass email list views shared with sales usersC. Select the Mass Email checkbox on the DNC contact recordD. Remove the phone number and email address fields from the contact page layout for DNC contactsE. Add the Do Not Contact field to the contact layout and make it visible for all sales user profiles
A. Make the DNC contact records private to all sales usersB. Filter the DNC contacts from mass email list views shared with sales usersE. Add the Do Not Contact field to the contact layout and make it visible for all sales user profiles
Universal Containers has multiple support teams. One team handles technical support issues and another handles billing issues.When would a system administrator consider introducing a new record type for cases?Choose 2 answers:A. When different field-level security is requiredB. When different record access is requiredC. When multiple page layouts are requiredD. When different picklist values are required
C. When multiple page layouts are requiredD. When different picklist values are required
Universal Containers has segmented its customer base into two categories: High Wealth and Retirement. High Wealth accounts should be visible to the High Wealth Sales Team Members only. Retirement accounts should be visible to all sales users.How can a system administrator meet this requirement?A. Create a new record type for the High Wealth accounts and share the record type with High Wealth team membersB. Create a new profile for Retirement sales team members and remove read access to High Wealth account recordsC. Set the OWD sharing to public read-only and create a sharing rule to limit access to High Wealth accountsD. Set the OWD sharing to private and create a sharing rule to share Retirement accounts with all sales users
A. Create a new record type for the High Wealth accounts and share the record type with High Wealth team members
Universal Containers needs to allow a group of users to view account records that they do NOT own. Which feature can the system administrator use to meet this requirement?A. Field Level SecurityB. Account record typesC. Sharing RulesD. Public groups
C. Sharing Rules
Universal Containers needs to use cases to manage both customer support and internal change requests.Which functionality should a system administrator use to meet this requirement?Choose 3 answers:A. Page LayoutsB. Support processesC. Validation rulesD. Delegated administrationE. Record types
A. Page LayoutsB. Support processesE. Record types
Universal Containers requires that its Salesforce account data including attachments be backed up weekly. Which tool should a system administrator use to accomplish this?A. Account report exportB. Data loaderC. Account analytic snapshotD. Data export service
D. Data export serviceThe weekly export service allows organizations to export a complete set of their salesforce data including all attachments for archival purposes. A system administrator can request a data export once every seven (7) days.
Universal Containers set the organization-wide default setting for opportunities to private. Which records will an opportunity pipeline report return?A. Opportunities owned by the user running the report and users below them in the role hierarchyB. Opportunities owned by the user running the report and users in the same role in the role hierarchyC. Opportunities for the entire sales organization regardless of the user running the reportD. Opportunities for which the user running the report is also the account owner
A. Opportunities owned by the user running the report and users below them in the role hierarchy
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
Universally required fields always display on edit pages regardless of field–level security. A. True B. False
Unmanaged packages do not include locked components but can be upgraded? A. True B. False
Un–managed packages do not include locked components but can be upgraded? A. True B. False
Up to 25 custom lookup fields can be defined per object.
Used Books R Us sells books at its local store, online via its website, online via Amazon, and through a larger, well-known book company called We Sell Books. Which Sales strategy does this company user?A. Direct salesB. Sales channelC. A hybrid of direct sales and sales channel
C. A hybrid of direct sales and sales channel
Used Data Space
"Amount of data storage in use; the value is expressed as a measurement (for example, 500 MB) and as a percentage of the total amount of data storage available (for example, 10%)."
Used File Space
"Amount of file storage in use; the value is expressed as a measurement (for example, 500 MB) and as a percentage of the total amount of file storage available (for example, 10%)."
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? 0. User A 1. The designated workflow user 2. The default workflow user 3. The last user to modify the record prior to User A
User Records can not be permanently deleted from Salesforce.com. A. True B. False
Users can be deleted from salesforce.com A. True B. False
Users can be restricted to view a particular field in views, searches and reports by hiding the field at A. Page Layout B. Field Level Security C. User Profile D. None of the Above
Users can search for Public Tags from the Sidebar and Advanced Search True / False
Users with access to opportunities as sales team members cannot extend sharing for those records A. True B. False
Users with different access levels who run the same report at the same time will always see the same data. True or false?
Users with which Permission can install or uninstall AppExchange packages from the AppExchange a. Download AppExchange Packages b. View AppExchange Packages c. List AppExchange Packages d. Visit AppExchange Packages
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 • o o A. None B. Read Only C. Read/Write D. Read/Write/Transfer Explanation 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.
V system admin trying to grant access to a few Salesforce and platform licence users to run some reports, but the user profile don√≠t have the Run Reports. Are the users able to run the report?Yes- users able to run the reportsNo √± users are not able to run the reportsSalesforce licences users will run the report without this permission
No √± user√≠s are not able to run the reports
Validation rules may evaluate an opportunity line item against the opportunity it's associated with A. True B. False
Dashboard componentWhen you want to create a custom component** Can show data from an external system..maybe Accounts receivable?
VP of CV system trying add files into the libraries but unable to see libraries tab, How would Administrator enable the libraries tab for user?Profile settingsTab settings for VP RoleNot available for custom profileNone of the answers
Web to lead can generate up to what number of leads per day? 100 300 500 700
Web-to-lead is a feature of Sales Cloud to support online Lead capture.TrueFalse
TrueWith Web-to-Lead, you can gather information from your company√≠s website and automatically generate up to 500 new leads a day.
What 2 field types can be the dependent field on a dependent picklist?
Custom picklistCustom multi-select picklist
What 3 areas do the locale settings affect
Locale: Date & Time, Number Format & Name Order Language: For text and for online help Time Zones: for date and time fields and start and end events
What 3 types of information aare required to set up a salesforce user
Personal Information Security, Access Information and Local information
What 3 types of information are stored on the Company Profile ?
Company Information Financial Information Support Information
What 4 Basic Access Object Permissions can be specified?
Create, Read, Edit, Delete (CRED)
What 4 field types can be the controlling field in a dependent picklist?
Standard picklistCustom picklistStandard checkboxCustom checkbox
What action can a user with the standard system administrator profile take?Choose 3 answers:A. Access a log of the records a user has viewedB. Delete user recordsC. Reset all user passwordsD. Assign feature licenses to usersE. Define and assign custom profiles to users.
C. Reset all user passwordsD. Assign feature licenses to usersE. Define and assign custom profiles to users.
What action is possible with a workflow task? Choose 2 answers:A. A task can be reused in multiple workflow rulesB. A task can be tracked in the activity historyC. A single task can be assigned to multiple usersD. A task can be assigned to a Chatter Free user
A. A task can be reused in multiple workflow rulesB. A task can be tracked in the activity history
What are Chatter best practices?
Update profileStart following recordsStart following peopleCheck your Chatter email settings
What are Chatter Groups?
Chatter groups let you share information with specific people. For example, if you're working on a project and want to share information only with your team members, you can create a Chatter group for your team. Chatter groups include a list of members, a Chatter feed, and a photo. You can create the following types of Chatter groups: • Public: Anyone can see the group's updates, but only members can post updates. Anyone can join a public group. • Private: Only members can see and post updates. The group's owner or managers must add members.
What are custom formulas
Read onlyNot visible on edit pagessupported on stand and custom objectscan reference standard, custom or formula fields***Can NOT reference encrypted or long text area
What are custom summary formulas?
1. Can have upto 5 on report2. Can NOT reference other summary formulas3. But can reference summary fields4. Only display on summary rows, so not detail recrod rows (???)5. Can be used in Summary & Matrix reports
What are different Types of Sharing Rules? (Check all that apply) A. Case Sharing Rules B. Lead Sharing Rules C. Solution Sharing Rules D. Campaign Sharing Rules E. Custom Object Sharing Rules
A B D E
What are enhancements to communities?
Members can flag filesTIrggers can automatically flag itemsModeration actions are tracked in an audit trailCOmmunities are available in SF1 (the mobile app)Members can send each other private Chatter messagesMembers can give, receive and create badgesMembers can be endorsed as knowledgable
What are enhancements to Salesforce Knowledge?
Access from a new widgetPlug knowledge one onto any page via consile footerCreate articlesEMail article as PDFattach and share article link from Chatter answer siteattach to caseEdit
What are knowledgable people?
Signals of Knowledge include how often a person:is @mendtioned in posts pr commentsReceives likes on comments or postsReceives endorsements
What are Permission Sets
Permission sets are collections of additional permissipons that are given to existing users to modify their current permissions without amending their profile
What are permission sets? (general def)
Grant additional user access, they cannot take away permissions
What are products?
the individual items or services that you sell*** You can create a product and associate with a price in a price book. Each product can exist in many different price books with different prices** On test
What are Public Groups?
Sharing between Users, other Public Groups,Roles and Roles/Subordinates
What are Sharing Rules
Sharing rules are Exceptions to the organisation wide defaults Irrelevant for public data access models Comprise of three components – which records – which users – what level of access
What are some common security challenges? (Select all that apply)A. Consultants have different beliefs about the optimal level of security for clientsB. Different industries require and follow different security modelsC. Marketing and sales organizations differ on how they access contacts.D. Salesforce users must have access to the right records and only see relevant data.
B and C and D
What are some of the capabilities of Content or Salesforce CRM Content?
Version ControlFile sharing– via URL, uploadsSearch contentVoting and rating of filesPreview file typesReporting capabilities
What are some of the ways to align communication between the sales and marketing organizations? (Select all that apply)A. Provide sales collateral in one placeB. Standardize internal and external communication with templatesC. Communicate availability of sales collateralD. Have a daily meeting with sales to check on latest developmentsE. Gather feedback on sales collateral and templatesF. Evaluate impact of collateral on bringing leads through to close
A and B and C and E and FAll of these except the daily meetings are excellent ways to align communication between the two organizations.
What are some ways to prevent duplicates in SF?
1. use a 3rd party app2. train users to search for leads, contacts, before import3. make certain fields required using validation rules
What are Standard Reports?
Out of the box reports from SF
What are the 3 default library permissions?
1. Viewer– view content only2. Author– view and update content3. Workspace Administrator– view, update content and access controls to library
What are the 3 levels of access you can influence
Organisation/Company Level User level Record level
What are the 3 sharing rules?
Grant additional sharing rules - 3 components:1. Can be owned by certain user2. Meet a certain criteria which users can share with: public groups, roles, subordinates,3. Determine what level of access...read only or read/write
What are the 3 tab settings options?
Tab HiddenDefault OffDefault On
What are the 3 types of Data Access Model
Public Private Hybrid
What are the 4 different types of report
– Tabular – Summary – Matrix – Joined
What are the 4 levels of access to the organisation
Organisation level Object level Record Level Field Level
What are the 4 steps when creating a custom field
1. Select Data Type 2. Enter Details 3. Set field level security 4. Add to page layout
What are the 7 sharing rules?
Account - Based on who owns or other selected criteria, allow default sharing accessContact - Based on who owns **Cannot be used with territory management or B21Opp - Available: Enterprise, Performance or unlimited...based on who ownsSame for: case, lead, campaign & Custom object
What are the available chart types for Dashboards?
1. Bar Chart2. Line Chart3. Pie/donut chart4. Funnel chart5. Scatter Chart
What are the capabilities of SF Classic Lite?
A mobile app similar to SF Classic, available in all editions, and very limited in comparison to Salesforce1 mobile app.Cannot view Content libraryDoes not support custom objectsDoes not support custom mobile configurations*org wide setting must be enabled by Admin
What are the Company Locale Settings
Name Order Date & Time Format Number Format Language for Text Language for online help Time zone for events Time zone in date and time fields
What are the Dashboard components?
1. Chart2. Gauge3. Metric4. Table5. VF page
What are the differences between sales with account teams? A. Roles assigned to members in account teams a re based account team roles list while that for the sales teams are based on sales team roles list. You can manage these lists of roles separately for each team. B. A sales team is a group of users that typically work together on opportunities while an account team is a team of users that work together on an account. C. A sales team is a group of users that typically work together on opportunities and leads while an account team is a team of users that work together on an account. D. A sales team is a sub set of an account team. The latter may be composed of one or more of the former. E. An account team is a subset of a sales team. The latter may be composed of one or more of the former.
B. A sales team is a group of users that typically work together on opportunities while an account team is a team of users that work together on an account.
What are the differences in usage for each report format?
1. Tabular – listing (think 'table')2. Summary– allows for groupings and subtotals3. Matrix– used for showing comparison of data4. Joined– used for showing blocks of related info (at most 5 blocks)
What are the different email template types?
What are the Different Ways in which leads can be created in salesforce.com?
• Walk In to a company: User comes to the company office and then Salesforce.com rep manually creates the Lead • Data Base bought by the company and then leads loaded via Data Loader/Import Wizard in salesforce.com • Leads created because of the Campaigns, Seminars, and Tradeshows • Web to Lead:Users registering on the website of the company. • Email to Lead & SMS to Lead can be custom build for the Organization
What are the different ways of making a field mandatory?
1. Page Layout:– Field can be made mandatory from the page layout when it needs to be made mandatory for a set of users 2. Field Level Security:– Field can be made mandatory from the FLS when it needs to be made mandatory for all the users in the Organization and even from the API’s 3. Validation Rule:– Field can be made mandatory from the Validation Rule when it needs to be made mandatory for user who is using the same Page layout used by other users
What are the enhancements to Case Feed
drag and drop attachmentsEMail inline imagesResize emailsAssociate contactsAdd, edit or remove tags
What are the field property options for Custom Fields?
Required, Read–Only, External ID, Unique
What are the five (5) components of a company profile?
1. Company Overview–view storage, licenses, org id, default lang and time zone2. Fiscal Year– custom (if diff from 3 mths) or standard (3mths)3. Business Hours & Holidays– define hours of operation and holiday hours4. MyDomain– login page development/branding5. Language Setting– language displayed in SF, what objects will be translated.
What are the following steps used as part of the preparation for creating? – create page layouts – ensure picklist values are complete
Creating a new record type The pagelayouts and the picklist values should be in place as part of the preparation
What are the four (4) report formats?
1. Tabular2. Summary3. Matrix4. Joined
What are the four (4) standard report types?
1. Opportunity2. Forecast3. Support4. Admin
What are the four (4) types of object relationships in SF?
1. Master Detail– links 2 objects so that the master record controls the detail. Supports roll up summary fields. If a master is deleted, then the detail record is deleted. If detail record is deleted, master record remains intact. * required on the page layout2. Lookup– does not support sharing or roll up summary fields3. Hierarchial – lookup relationship model used for 'user' object only4. Many–to–Many– like master detail, allows records of one object to linked to multiple records of the other object
What are the four email template choices?
1. Text2. HTML (using letterhead)3. Custom (without using letterhead)4. VF
what are the four levels of security (access) within Salesforce
Organisation – Restrict access, Public read/write, public readonly, private Role Hierarchy – Open up access (vertical access) Sharing rules – open up access (lateral access) Manual sharing – open up access flexible
What are the four organization-wide sharing default setting options?
1. Private2. Public Read Only3. Public Read/Write4. Public Read/Write/Transfer
What are the four organization–wide sharing default setting options?
1. Private 2. Public Read Only 3. Public Read/Write 4. Public Read/Write/Transfer
What are the four OWD settings?
Public Read OnlyPublic Read/WritePrivatePublic Read/Write/Transfer
What are the four report formats?
Tabular, summary, matrix, and joined
What are the four steps in the data validation design methodology?
1. State the business requirements2. Break down business requirement3. Express the error condition4. Compose an error message
What are the four steps to creating a business process
1. Update MAster picklist2. Create Business process (Name it)3. Create record types and associate them with the business process4. Add record type to profiles
What are the four steps to creating a custom field
1. Choose fields type2. Enter the details3. Establish field level security4. Add to page layout
What are the four steps to creating a dashboard?
1. Dag a component (What you want it to look like)2. Drag a report (data source) to display the data3. Edit component - title, location, properties4. Select running userPractice this
What are the four steps to creating a report folder?
1. Enter a label2 Select read or read/write access3. Optionally move reports from Unfiled folder4. Select which users have access
what are the four steps to creating an email template?
1. Chosse template type (Text, html w/ letterhead, custom (w/o letterhead, VF)2. Enter template info ( FOlder location, name, choose letterhead and layout)3. Enter content4. Create text-only version
What are the four types of dashboard components?
Tables, Charts, Gauges, Metrics. Graphs are NOT a dashboard component type.
What are the four types of email templates?
What are the four types of workflow actions?
1. Workflow tasks2. Email alerts3. field updates4. workflow outbound messages
What are the key challenges of a Salesforce CRM organization?Business Drivers, Business Processes and CRM SolutionsNumber of Users and API Calls per day.Business processes using mobile application.System Downtime for maintenance
Business processes using mobile application.*** With Salesforce CRM Content you can organize, share, search, and manage content within your organization and across key areas of the Salesforce application. Content can include all file types, from traditional business documents such as Microsoft√Ü PowerPoint presentations to audio files, video files, Web pages, and Google√Ü docs.
What are the key data management challenges? (Select all that apply)A. The system must enable easy and correct entry of dataB. Users must be able to find and trust data in the systemC. Data must not be available to certain rolesD. The system must keep the data clean for future useE. Users must not use the same data too often to avoid contamination
A and B and D
What are the limits for dashboards 1. No of dynamic dashboards 2. No of dashboard filters 3. No of filter options for users
1. There can be a max of 10 dynamic dashboards 2. There cfan only be 3 dashboard filters within a dashboard 3. There can be 10 filter options 2hen users are viewing dashboards
What are the limits for importing for each of the following roles within the Import Wizard 1. Administrators 2. General Users 3. Marketing Users
1. Admin Users can import 50,000 records 2. General users can import 500 records 3. Marketing Users can import 500 records
What are the main challenges that marketing faces when trying to align with sales? (Select all that apply)A. Inefficient handoff from marketing to salesB. Lack of feedback from marketing to salesC. Slowing down of lead velocityD. Sales cannot keep up with leads from marketing
A and C
What are the main challenges that Marketing faces when trying to drive more business? (Select all that apply)A. Website integration: Lack of website integration, which delays entry of leads into CRMB. Email Marketing: Difficult to track and report on effectiveness of emails that were sentC. Search Marketing: No reportable relationship between search words and closed salesD. Reporting: Must create reports manually, which slows down lead generationE. Campaign Management: No way to accurately report on campaign ROIF. Partners: Lack of partners who will do mass emailing per customer specification
A and B and C and E
What are the mathematical operations available on a report?
Sum, Max, Min, Avg
What are the object permissions? (There are 4!)
CRED...View all, modify all
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
What are the options available for calendar sharing?
Hide Details: Others can see whether given times are available, but cannot see any other information about the nature of events in the calendar.
What are the Org Wide Default permission options?
Public, Read, Write (Transfer on Leads/Cases) Public Read, Write Public Read Only Controlled by Parent (on Master–Detail Relationships). Private
What are the primary goals of a Campaign? (Choose 3 Answers)Track campaign influence on opportunities to help control budgets.Increase sales revenue.Acquire New Customers.Increase Customer Retention.
Increase sales revenue.Acquire New Customers.Increase Customer Retention.
What are the seven (7) chart types for a dashboard?
1. Horizontal bar2. Vertical Column3. pie (food)4. donut (food)5. funnel (food)6. line7. scatter
What are the standard Salesforce Applications?
SMSFCC=SalesMarketingSalesforce ChatterForce.comCall CenterCommunity
What are the Start of Day and End of Day fields used for on the User Object? A. Used to define the times that display in the user's calendar B. Restricts log in access to those times C. Sets an Out–Of–Office Message
What are the steps for creating a dashboard in the Dashboard Builder?
1. Select the running user2. Select the dashboard component3. Select the data source
What are the steps for creating a workflow rule?
1. Create custom felds and map to contact, acct , opp - must be the same data type. Exceptions are: picklist, text area and auto number2. Create queues to use until someone takes ownership - add users to the queue3. Create auto email templates4. Create assignment rules - Only one can be active at a time, but you can have several criteria5. Create aut resonse rules - targeted email replies6. Create a web form
what are the steps requird for creating a record type
– Preparation Create page layouts Ensure picklist values are complete – Create Record type step 1 Name Description Assign Profiles – Create Record type step 2 Select page layout for each profile – Edit picklists Select picklist values
What are the steps taken to create an email template
– Choose a template type Text HTML (w/letterhead) HTML (without letterhead) Visualforce – Enter template Information Folder location Name Specifuy Letterhead Choose layout – Enter Content Return address Text Merge Fields – Create text only version if this is blank text from HTML will be used
What are the steps to setup a console?
1. Create console layouts to define what objects are available to users in the console's list vew frame. 2. Set up the Console mini view. 3. Define mini page layouts to customize the fields and related lists of objects that display in the console's list view. 4. Assign Profiles to a console layout to provide users access to specific objects in the console's list view. 5. Add the Console Tab – set to Default On. Will need to add through Customize Tabs.
What are the storage limits for EE
1GB data storage and 1GB file storage
What are the storage limits for PE?
1GB data storage and 1GB file storage
What are the storage limits for UE?
1GB data storage and 1GB file storage
What are the supporting field types for dependant picklists
– Standard Picklist – Custom Picklist – Custom Multi–select picklist – Standard Checkbox – Custom Checkbox
What are the three (3) areas to consider when creating a user in SF?
1. licensing – user license, feature license2. Security– role, profile3.Localization– locale, lang, time zone, currency
What are the three (3) licensing types in SF?
1. Sales Cloud– Contact Mgr, Grp, Prof, Enterprise, Perf2. Service Cloud– Prof, Enterprise, Perf3. Force.com–Light/Enteprise
What are the three access types for reports in the report folder?
11. Viewer – view only2. Editor– edit report3. Manager– view, edit and control access to report
What are the three bucketing report options?
1. text– group based on field, with user–defined text2. numeric– create a range3. picklist– group by specific value from picklist
What are the three components af sharing rules
Share which records – Owned by certain users – Meeting certain criteria With which users – Public groups – Roles – Roles and subordinates What level of access – Read only Read/Write
What are the three core building blocks of Security and Access in Salesforce? 0. Profile Restriction 1. Organization–wide Defaults 2. Profiles 3. Role Hierarchy 4. Sharing 5. Chatter Groups
What are the three data access models? Who can see what OWD
PublicPrivateHybridCan find in Security-Sharing...
What are the three editions of Salesforce?
PE Professional Edition EE Enterprise Edition UE UnlimitedEdition
What are the three layers of a Force.com application?SandboxRequirementsNetworkData ModelBusiness LogicUser Interface
Data ModelBusiness LogicUser Interface
What are the three report types available when creating custom reports?
Tabular, Summary and Matrix
What are the three ways to make a field required? (Choose 3 answers)Object level securityValidation ruleWorkflow ruleUser authenticationPage layoutWhen creating a field.
Validation rulePage layoutWhen creating a field.
What are the two (2) package types in the AppExchange? Define their differences.
1. Managed– upgradeable and partially customizable; does not count against org wide limits (used by partners to distribute/sell apps to customers)2. Unmanaged– not upgradable and fully customizable; counts against org wide limits (used to distribute open source projects to developers)
What are the two (2) related lists that can be added to a page layout for Content?
1. Related Content– displays content that can be attached to a record2. Content Deliveries– displays content that was delivered to a user or group
What are the two (2) types of libraries for SF Content?
Personal LibraryShared Library
What are the two installation options for installing Salesforce for Outlook?
Manual– customize what contacts, events and tasks you want to syncAutomatic– sync all contacts, events and tasks
What are the two main folder types for reports for any user?
1. Unfiled public reports– admin controlled2. My Personal Custom Reports – controlled by user
What are the two main parts of WF? A.Actions and Time triggers B.Rules and Actions C.Email Alerts and Field updates D.Rules and Tasks
What are the two main parts of workflow? 1. Actions and time triggers 2. Rules and actions 3. Email alerts and field updates 4. Rules and tasks
2. Rules and actions
What are the two main parts of workflow?1. Actions and time triggers2. Rules and actions3. Email alerts and field updates4. Rules and tasks
What are the two types of Chatter groups?
1. Public – any user can join2. Private – user must ask permission to join
What are the ways to create a new user record? Choose 2 answers. A. Using insert in data loader. B. Clone existing user record from the detail page. C. Add multiple users option at the users page. D. User import wizard.
A. Using insert in data loader. C. Add multiple users option at the users page.
What are thje 4 different types of email template
– Text – HTML (with letterhead) – HTML( without letterhead) – Visualforce
What are three (3) Chatter features?
1. upload a file2. book mark a post3. like a post
What are three areas of the Report Builder?
Fields (based on object)Preview (display)Report Options (filters)
What are three ways to backup data in Salesforce?
1. Data Export – result .csv file2. Data Loader– use Export function, result .csv file3. Report Export – create report and export it as .csv
What are true for the data loader? a. It deduplicates and inserts records b. It comes installed with salesforce.com application c. It can load all objects, including custom objects d. It cannot load custom objects e. It generates an error report after the loading
What are two capabilities of joined reports?Export the data to a spreadsheet through printable view.Add conditional highlighting to the data.Schedule and email the raw report.Add the joined report to a dashboard.
Export the data to a spreadsheet through printable view.Add the joined report to a dashboard.
What are two components of a Workflow Rule?ValidationsProfilesObjectsActionsCriteria
What are two sources from which cases can be created. 0. Web–to–Lead 1. Web–to–Web 2. Email–to–Case 3. Connect for Outlook
What are User Interface Settings and where can they be found
User Interface Settings are the GLOBAL settings that let you configure the way ALL users interact with Salesforce and their data
What are workflow FIeld updates?
1. Auto change value of field2. Can be created for standard or custom objects3. Can be immediate or time dependent4. Depending on field type, can make the value blank or calcualte a value based on a formula5. Can retrigger workflow rules
What can a Marketing User do within the Salesforce application
The Marketing User can perform the same as a standard user (view and edit records that they have access to and delete record that they own) plus Import Leads
What can a Contract User do within Salesforce
The Copntract User can perform the same as a standard user (view and edit records that they have access to and delete record that they own) plus Manage Contracts
What can a delegated Admin do?
Create & edit users, reset passwords, unlock users, Assign users to specific profile, Manage custom objects created b y admin, log in as a user***to delegate access to particular objects, use object permissions such as view all or modify all
What can a marketing user do using the Manage Members button on a campaign record?Choose 2 answers:A. Create a custom report including all campaign membersB. Import new leads and associate them with the campaignsC. Associate existing opportunities with the campaignD. Associate existing contacts with the campaign
B. Import new leads and associate them with the campaignsD. Associate existing contacts with the campaign
What can a Read Only user do within Salesforce
A read only User and view records that they have access to
What can a Solution Manager do within the Salesforce application
The Solution Manager can perform the same as a standard user (view and edit records that they have access to and delete record that they own) plus manage published solutions
What can a Standard User access within the Salesforce application
The Standard user can view and edit all records THAT THEY HAVE ACCESS TOO and delete records that they own
What can a Strandard user import into Salesforce using the import wizard
The Standard user can import accounts and contacts (max 500)
What can a System Administrator user access within the Salesforce application
The System administrator can view and modify all content (data & customise app)
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 , B
What can a user do an account record that has been manually shared read/write with him/her? (Select 2) a. View the account b. Edit the account c. Transfer the account d. Delete the account e. Share it to other users
What can an administrator customize for the Service Cloud console? 0. Whether the record opens as a primary tab or subtab 1. The fields displayed in the highlights panel 2. The interaction log fields displayed for objects without an Activity History related list 3. Whether the SoftPhone displays in the footer or sidebar 4. The objects displayed in the navigation tab
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
What can appear in a summary row on a report? 1. Records 2. The field by which the records are grouped 3. Summarized fields 4. Custom summary formulas 5. Record count 6. Grand totals
2. The field by which the records are grouped 3. Summarized fields 4. Custom summary formulas 5. Record count
What can appear in a summary row on a report?1. Records2. The field by which the records are grouped3. Summarized fields4. Custom summary formulas5. Record count6. Grand totals
2, 3, 4, 5
What can be included in a Public group
– Individual Users – Roles – Roles and Subordinates – Other Public groups
What can be modified using the report options at the top of a summary report? (Choose all that apply) Timeframe how the records are grouped the columns displayed the fields that are summarized
Time frame and how the records are grouped
What can be modified using the report options at the top of a summary report? (Choose all that apply)Timeframehow the records are groupedthe columns displayedthe fields that are summarized
Time frame and how the records are grouped
What can be modified using the Report Options at top of a summary report
Time FrameHow the records are grouped
What can be modified using the reports options at the top of a summary report? (Choose all that apply) Time frame how the records are grouped the columns displayed the fields that are summarized
Timeframe and how the records are grouped
What can be modified using the reports options at the top of a summary report? (Choose all that apply)Time framehow the records are groupedthe columns displayedthe fields that are summarized
Timeframe and how the records are grouped
What can be reviewed using the process visualizer? A. Sales Processes B. Approval Processes C. Support Processes D. Workflow Rules
What can be transferred form one user to another user during a mass transfer of account records?Choose 3 answers:A. Open activitiesB. Closed activitiesC. Open casesD. Related custom object recordsE. Closed cases
A. Open activitiesC. Open casesE. Closed cases
What can Delegated Admins do?
View All & Modify ALL Access by Object
What can email templates be set up for?
1. Web-to-lead2. Web-to-case3. Email-to-caew4. Assignment rules5. Escalation rules6. Auto response rules7. Workflows
What can stop a scheduled report–dashboard run? a. The report is scheduled for every week b. There is another report to be run 15 mins before that c. The running user does not have access to the dashboard folder d. The report is saved in a folder you do not have access to
What can support agents do with the salesforce console for service? 1. Access the salesforce console for service from the call center application 2. Access the soft phone pop–up from the footer instead of a sidebar 3. They can see case, account, and contact tabs on one screen 4. They will run telephony reports for average hold and talk times
2. Access the soft phone pop–up from the footer instead of a sidebar 3. They can see case, account, and contact tabs on one screen
What can support agents do with the salesforce console for service?1. Access the salesforce console for service from the call center application2. Access the soft phone pop-up from the footer instead of a sidebar3. They can see case, account, and contact tabs on one screen4. They will run telephony reports for average hold and talk times
2 and 3
What can the Chatter Moderator User access within Salesforce
The Chatter Moderator User can access all the same data as the chatter free user (All standard chatter profiles, people, groups and files) PLUS Activate/Deactive other chatter free users and moderators Grant/Revoke moderator priveleges Delete posts and comments that they can see
What can the email admin do?
Create email alias (Sales@wwsg.com)Set up BCCEnable email to SFDC that automatically logs emails sent from a third party as activitiesstop users from downlading harmful attachments attachmentscreate default footer
What can the owner of a record ALWAYS do. (Given the appropriate permissions)
The owner of a record can alsways – view and edit the record – transfer ownership to a different owner – delete the record
What can users do when Chatter feed tracking is enable for dashboards? Choose 2 answers. A. Follow files and links for a dashboard. B. Follow posts and comments for a dashboard. C. Follow posts and comments for the dashboard source reports. D. Auto–follow dashboards created by the user.
What can you do with dashboard filters?
1. View different subsets of data that are on the same report2. Post Chatter Snapshots of dashboard components3. Schedule or email filtered dashboardsUsers can NOT add filters to dashboard with VF or s-control components
What can you do with users records when they leave the company?
Closed records such as opportunities and cases can be left assigned to their respective users, while open records can be transferred to new owners using the mass transfer tool.
What can you do/change in standard fields
Cannot delete, but can remove from page layoutCan change:labelpick listhelp textlook up filterstrackingnumber format
What cannot be highlighted on a report using conditional highlighting? 1. Summarized fields in the summary rows 2. Custom summary formulas 3. Fields on individual records in the detail rows 4. Grand total fields
3. Fields on individual records in the detail rows
What cannot be highlighted on a report using conditional highlighting?1. Summarized fields in the summary rows2. Custom summary formulas3. Fields on individual records in the detail rows4. Grand total fields
What chart types are suitable for comparing multiple levels of grouping on a report?
Side-by-side bar chart, stacked bar chart, stacked to 100% bar chart, and grouped line chart
What charts look at multiple groupings
1. Side-by-side charts2. Stacked Bar3. Stacked to 100%4. Grouped line
What controls access to an email template?
The folder where it is savedYou can access through personal or admin set up
What data can you request for in the weekly data export? a. Only account data b. Only report data c. Accounts, opportunities, contacts, cases and solutions d. All organization data
What data export options are available in Salesforce CRM? Choose 3 answers. A. Weekly export service B. Daily export service C. Data loader export and export all functions D. Import and export wizard E. Export details function from reports
A. Weekly export service C. Data loader export and export all functions E. Export details function from reports
What database actions can the DataLoader perform?
Insert, Extract, Update, upsert and Delete
What details can be provided for custom fields (Characteristics of field)
– Label – Length – Picklist values – Description – Help Text
What determines a unique User Record? A. User Name B. Standard Profile C. Custom Profile D. User Role
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
What do Account Teams do?
Focuses on Account Records being shared to a specified group of users based on the Account Owner
What do Business processes do?
Business Processes track sales,support,solution,cases
What do dependant picklists allow you to create
Dependant picklists allow/give you the ability to create multi–level dependancies
What do Locale settings allow you to do?
Allows you to customise/personalise the display of data for different users based on their geographical location
What do object permissions control?
The kind of records (object) users can view, create, edit, or delete. (CRED)
What do Sales Teams do?
Focuses on Opportunity Records being shared to a specified group of users based on the Opportunity Owner.
What do we need to verify or configure to properly set up web two case? Escalation rule auto response rule workflow action email templates
Auto response rule and email templates
What do we need to verify or configure to properly set up web two case?Escalation ruleauto response ruleworkflow actionemail templates
Auto response rule and email templates
What do we use sharing rules for? A. Grant wider access to data B. Restrict access to data C. Duplicate and forward data
A. Grant wider access to data Note: Sharing rules are not used to restrict access to data.
What do we use sharing rules for?A. Grant wider access to dataB. Restrict access to dataC. Duplicate and forward data
A. Grant wider access to dataNote: Sharing rules are not used to restrict access to data.
What do we use to make automatic exceptions to organization-wide sharing settings?
What do we use to make automatic exceptions to organization–wide sharing settings?
What do you need to do to be able to rename tabs?
Log a case to enable the feature.
What do you need to schedule reports?
1. A running user2. Frequency3. Start and end dates
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.
What does a Chatter external user have access to within Salesforce
The Chatter External User can access groups that they have been invited to and interact with members of those groups
What does a Chatter Free User have access to within Salesforce
The standard Chatter user has access to all the standard chatter people, profiles, groups and files
What does a custom report type determine? Choose 2 answers:A. The objects that are available when building a reportB. The report format of the resulting reportC. The fields that can be used as columns when building a reportD. The custom summary formulas displayed in a resulting report
A. The objects that are available when building a reportC. The fields that can be used as columns when building a report
What does a profile control?
Tabs, permissions, login hours, IP range, page layouts, record types, field level security; Profile controlswhat userscan do with records they have access to and how they see records they have access to.
What does a profile control? A. Tasks that users can perform on records they access B. Relationship between two objects C. View of records that users access D. Fields available for view in related lists
What does a Profile Control? A. Access to Application B. Record Type Access C. Permissions D. Data Visibility E. Hours of IP Address
A B C E
What does a Role Hierarchy do?
Opens up record access that is denied by defaults
What does a workflow approval process do?
It electronically captures a business approval on a SF data record.
What does a workflow rule do?
It sets workflow actions into motion when certain conditions are met. Actions can take place immediately or on a specific date according to a trigger.
What does field level security allow you to restrict
Field level security allows you to restrict – What fields users can view and edit based on their profile
what does role hierarchy provide?
allows access to records for those users that report to you in an organization (vertical access)
What does Salesforce authenticate before allowing a user to log in through the user interface?Choose 3 answers:A. Whether the user's profile has specified business hoursB. Whether the user's profile is API enabledC. Whether the user's profile has IP address restrictionsD. Whether the user's profile has login hour restrictionsE. Whether the organization has trusted IP addresses
C. Whether the user's profile has IP address restrictionsD. Whether the user's profile has login hour restrictionsE. Whether the organization has trusted IP addresses
What does Salesforce usability mean?A. How many users log on to Salesforce on a daily basisB. What is the ratio of Salesforce users to the amount of salesC. How satisfied Salesforce users are with the applicationD. How easily can customers achieve their goals using Salesforce
D. How easily can customers achieve their goals using Salesforce
What does sharing control?
Which recordswhich userswhat level of access
What does the controlling field determine when field dependencies are being created?A. The values that appear in the dependent fieldB. The dependent fields that appear on a layoutC. The default value populated in the dependent fieldD. The field-level security for the dependent field
A. The values that appear in the dependent field
What does the dashboard running user determine?
The running user determines what data viewers of the dashboard will see.
What does the dashboard snapshot on the Home Page display? A. Only the dashboard determined by the System Administrator B. You cannot display a dashboard on the Home Page C. The first two rows of any of your available dashboards D. The first row of any available dashboards E. The Complete Dashboard set by the User himself
What does the default locale impact?
The format of date and number fields.
What does the page layout control?
The page layout controls the fields, sections, related lists, and buttons that appear when users view or edit a record.
What does the Role Hierarchy control?
Controls data visibility and record roll up
What does user profile control?
What a user can see & do:Apps,taps, record types, page layouts, object permissions (CRED), field securityLog in hours and IP Addresses
What does User Sharing do?
Allows you to show or hide an internal or external user from another user in your org.
What edition of SF has the Service Cloud, Sales Cloud and Salesforce platform?
What elements are required for a workflow approval process?
Approval Action Approval Process Approval Request Approval Steps Assigned Approver(s) Email Approval Request Initial Submission Action Final Approval Action Final Rejection Action Outbound Messages Record Locking
What feature of salesforce knowledge might benefit a service cloud implementation? 1. Support agents can see which article version was shared with a customer 2. A support agent can create an article while still working on a case 3. Solution categories allow for more readable consistent and relevant articles 4. Licensing for solutions provides the ability to expose articles to customers on a website
1. Support agents can see which article version was shared with a customer 2. A support agent can create an article while still working on a case
What feature of salesforce knowledge might benefit a service cloud implementation?1. Support agents can see which article version was shared with a customer2. A support agent can create an article while still working on a case3. Solution categories allow for more readable consistent and relevant articles4. Licensing for solutions provides the ability to expose articles to customers on a website
1 and 2
What five actions can an owner execute on a record?
View, Edit, Transfer, Share, Delete
What format are files that are being backed up exported to?
What happens if a managed package does not require a license? A. Salesforce automatically assigns licenses to all your users and the ability to manage licenses is not available. B. All users can use the package regardless if they have the appropriate profiles and roles to the app’s components. C. Salesforce automatically assigns licenses to all your users and the system administrator can turn off this license to any user to block access to the package. D. There is no managed package that doesn't have a license.
A. Salesforce automatically assigns licenses to all your users and the ability to manage licenses is not available.
What happens if a WF task is assigned to a role containing more than one person?
The owner of the record that triggered the rule becomes the task assignee.
What happens if chatter is enabled in an org with 15 or fewer users?
All users automatically follow each other.
What happens if you add a picklist value to a field when there are multiple record types?
You will be promted to select the record type that should include the new value.
What happens when a lead is converted?
It becomes an Account, Contact and optionally and Opportunity. With Territory Management enabled, Account(Territory) Assignment Rules will fire, which may assign the Account to a Territory (or multiple territories).
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
What happens when a user is already logged in when restricted hours start?
The system immediately ends the user's session.
What happens when a user owns an opportunity record but does not have the Read permission on Opportunity Object? A. He still sees the Opportunity record B. He is not able to see the Opportunity Record C. This case can never arise
What happens when a user owns an opportunity record but does not have the Read permission on Opportunity Object? A. He still sees the Opportunity record B. He is not able to see the Opportunity Record C. This case can never arise
B. He is not able to see the Opportunity Record
What happens when an administrator creates a custom tab for a custom object? (Choose all that apply) 1. The custom object has a homepage 2. Users can search for records of the custom object 3. New records of the custom object can only be accessed from the related list on the parent record 4. A custom app containing the custom tab is automatically created 5. New records of the custom object can be created from the sidebar
1. The custom object has a homepage 2. Users can search for records of the custom object 5. New records of the custom object can be created from the sidebar
What happens when an administrator creates a custom tab for a custom object? (Choose all that apply)1. The custom object has a homepage2. Users can search for records of the custom object3. New records of the custom object can only be accessed from the related list on the parent record4. A custom app containing the custom tab is automatically created5. New records of the custom object can be created from the sidebar
1, 2, 5
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
What happens when you convert a Lead and an existing account and contact have the same name as the one specified on the lead? 0. The account and contact will automatically be overwritten. 1. A new account and contact will be created with different Salesforce ID. 2. You can choose to update the existing account and contact. 3. The records will automattically update. 4. The conversion will fail.
What happens when you delete a custom field?
The field's data is also deleted. Deleted fields and their data are stored for a maximum of 15 days, during which they can be undeleted or permanently erased.
What happens when you delete a custom field? A. Custom fields cannot be deleted B. The field and its data are permanently deleted C. The data in the field is saved and the field is permanently deleted D. The field appears in deleted list from where it can be undeleted
What happens when you delete an object that is related to a junction object by a lookup relationship? a. The junction object is deleted b. The related field in the junction object is deleted c. The master records are deleted d. The intersection object is deleted
What happens when you delete an object that is related to a junction object by a lookup relationship? A. The junction object is deleted B. The related fields in the junction object is deleted C. The master records are deleted D. The intersection object is deleted
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
What information is contained in a user record?
Personal information, such as name and contact details, security and access information, such as username, profile, role, and login history, locale information, such as TimeZone, locale, language, and currency
What information may be updated on the company profile?
Language, locale, time zone, licenses, primary contact and address info, Manage Currency (Multi–Currency, Dated Exchange Rate).
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 B C
What is a Bar Chart
Type of dashboard chartEach bar reps data from a grouping/summary rowUse horizontal to compare many groupsUse vertical for fewer groups or when grouping by a date field*** A bar chart shows values as horizontal lengths, so this format can be good for comparing distance or time. Use a bar chart when you have a summary report with a single grouping, or you only want to display one grouping.
What is a benefit of creating a custom app for users? 1. Provides users with a place to share and install apps 2. Gives users access to the tabs and objects they need 3. Differentiates standard and custom objects for users 4. Allows users to manage custom objects and tabs
2. Gives users access to the tabs and objects they need
What is a benefit of creating a custom app for users?1. Provides users with a place to share and install apps2. Gives users access to the tabs and objects they need3. Differentiates standard and custom objects for users4. Allows users to manage custom objects and tabs
What is a benefit of using and Import Wizard instead of the Data Loader
Import Wizard has de–dup capabilities
what is a business process
describes milestones a record goes through from NEW until DONE. You must create at least one business process before you can create a record type for it. Must be associated with record type and in the USer profile to use. Record types help implement BP through page layouts
What is a capability of Salesforce Knowledge?Choose 2 answers:A. Knowledge automatically creates a solution for each new articleB. Knowledge uses data categories and roles to make articles visible to specific usersC. Knowledge only allows a single article type across all data categoriesD. Knowledge allows an organization to share articles with partner portal users
B. Knowledge uses data categories and roles to make articles visible to specific usersD. Knowledge allows an organization to share articles with partner portal users
What is a custom object and how do you locate it in SFDC?
Custom objects are database tables that allow you to store data specific to your organization in salesforce.com. You can use custom objects to extend salesforce.com functionality or to build new application functionality.Once you have created a custom object, you can create a custom tab, custom related lists, reports, and dashboards for users to interact with the custom object data. You can also access custom object data through the Force.com API.(Uber & Sub categories, Conga and HS fields/buttons)Setup - Create - Objects
What is a dashboard?
A dashboard is a visual representation of summary data from multiple CUSTOM reports. It is a higher level view of reports
What is a Line Chart
Dashboard chartEach point reps data from a groupingUse when grouping by date fieldsLine date fields*** Great for displaying changes over time*** Line charts are good for showing changes in the value of an item over a series of points in time, such as week to week or quarter to quarter. Use a line chart when you have one important grouping representing an ordered set of data and one value to show.
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
What is a price book?
A price book is al ist of products and their associated prices. Each product and it's price is called a price book entry.
What is a product shecdule?
The schedule determines the payment and delivery cycles for a product:Quanity Sch - Like a magazine subscription. Customers pay all at once, but receive the product on a scheduleRevenue Sch - Receive product all at once, but pay on a schedule....Revenue & Quantity Sch - Receive and pay on a schedule
What is a profile?
Collection of settings that determine what a user can see and do with records
What is a Record Type? Select the right choice a. Allows you to define different sets of picklist values for both standard and custom picklist b. Allows you to define different sets of picklist values only for standard picklist c. Allows you to define different sets of picklist values only for custom picklist d. Allows you to define different sets of picklist values only for new picklist
What is a roll–up summary field? A. A roll–up summary fields lets you rollback the data that was changed last week. B. The roll–up summary field is a custom field that aggregates child record information in to parent record C. The roll up summary field is only accessible via API. D. The roll up summary field gives you a summary of the data type and object relationship
What is a Running User?
Determines the level of access to the dashboard data
What is a scatter chart?
Part of dashboard chartsPlot two summary fields against each other (EX: win ratios among sales people or closed vs won opps)Visualize correlation between values in a groupMust enable report builder upgrade*** Use scatter charts to show meaningful information using one or two groups of report data plus summaries.
What is a snapshot?
need to check "Enable dashboard snapshots"
What is a user
A user is a person with login access to Salesforce organisation who has a licence and a user record containing personal, security and locale information
What is a workflow email alert?
1. Auto sends an email to one or more recipients (S the work flows Gigi had me create)2. Send a template email to: user, role, record owner, record creator, opp team member, or account team role3. Can be sent to any email address populated in a custom or standard field on a recod
What is a workflow outbound message?
1. send specific info to a designated endpoint2. Send data in form of an API/SOAP message3. Cna be created for standard or custom objectEX: Opp is closed/won - outbound message - to order fulfillment system
What is a workflow rule?
Automates workflows based on org requirementsTriggers workflow actions based on criteria
What is a workflow task?
1. can be assigned to a user, role, record owners, opp team member or acct team member2. Are associated with workflow rles for same type of record3. Should NOT be assigned to roles with multiple users4. Can be assigned to multiple users by creating multiple tasks as results of rule (So create tasks or person selected as event coordinator and sale person)5. Can be tracked in activity history and reported on
What is affected by changing the default locale for an Organization?A. Date fieldsB. CurrencyC. Time zoneD. Language
A. Date fieldsThe default country or geographic region that is selected for new users in the organization. This setting determines the format of dates, times, and names in Salesforce.
What is clean data?A. Data that is trusted by the userB. Data that is freshly enteredC. Data that is used by a single roleD. Data that is entered by an adminE. Data that is independent of other data
A. Data that is trusted by the user
What is conditional highlighting for reports A. You can set conditions that when met will report the calculated fields B. Set thresholds for report analysis D. None of the above
What is CRUD?
Create, Read, Update/Edit, Delete permissions found under a user Profile
What is different about a formula field
A formula field is a runtime only field and is not stored but calculated at runtime
What is External ID and how is it useful?
External ID is a flag available for a custom text, number, or email field that will place a custom index on the field and expose it to the import wizards and the API for matching. It increases API and Reporting efficiency.
What is field level security? Where do you set it up?
field level security - Defines ability to view & it specific fields (like SS#)...enforce data security, ensures users only see relevant dataFields - the most restrictive access applies....so in our case everyone can view the speaker record, but only Kathia can view SS#.Can u via profiles or field by field
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. Modify the applications to meet your needs – (No– Coding) D. Customize standard applications provided by Salesforce.com or build their own on–demand applications E. Build custom Applications
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
What is not found on a Company Profile? 0. Language, Locale, and Time Zone 1. Profiles 2. Licenses 3. Storage and Used Space 4. Manage Currencies 5. Fiscal Years
What is Not True About Formulas Select the correct choice a. Formulas cannot reference themselves b. Fields that are used in formulas cannot be deleted c. Can reference standard, custom, or other formula fields d. You cannot use Case statement in a Formula Field
What is not true about sharing Rules A. Sharing rules open up access whereas org wide defaults restrict access B. When u delete a sharing rule , the sharing access created by that rule is automatically removed C. U can edit the access levels for any sharing rule. You can change the specified groups / roles for the rule D. Sharing rules apply to all new and exisitng records owned by the specified role / group members E. When u modify which users are in a group rule, the sharing rules are re–evaluated to add/remove access as necessary.
What is one advantage of Salesforce CRM? 0. Companies can seamlessly integrate their servers to Salesforce database for faster performance. 1. Companies only need to maintain a compatible browser and a reliable internet connection. 2. In house Servers can be acquired cheaper than normal 3. None of the above 4. All of the above
What is parallel approval Routing? 0. When you can mass assign your locked records to users in your same Role 1. The ability to send approval requests to yourself multiple times, so you can approve a record 2. The ability to take back approval requests once you have sent them 3. The ability to send approval requests to multiple approvers in a single step
What is PARENTGROUPVAL?
used to show for example, the percent each sales rep contributed to the sales pipeline
What is required to create a new user?
Unique Username in email format. Locale Settings Profile – Standard or Custom Role
What is required to make a user an approver in the approval process?A. The user must be in the same role as the approval submitter in the role hierarchyB. The user must opt in to receive email alters when an approval is requestedC. The user must be set up as a delegated approverD. The user must have read permission for the object in the approval process
C. The user must be set up as a delegated approver
What is Salesforce Classic?
The Salesforce Classic app provides mobile access to your Salesforce data from Android√¥, BlackBerry√Ü and iPhone√Ü devices. If you have a license to use the full version of Salesforce Classic, you can view, create, edit, and delete records, keep track of your activities, view your dashboards, run simple reports, and log calls and emails. Any Salesforce user who doesn't have a mobile license can download a free, restricted version of Salesforce Classic. With the free version, you can view, create, edit, and delete only accounts, assets, contacts, leads, opportunities, events, tasks, cases, and solutions. You can also access your dashboards.
What is Salesforce.com Partner Portal ? Choose 2 answers: A. Use your company logo on a Partner Site B. Develop Partner Application on Force.com Platform C. Data goes into your Salesforce objects through a third party site D. Create Interactive Communities E. All of the above
What is Sharing Rule? mmm 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
What is the "Running User"
1. Running User is used in Dashboard and determines what data is visible2. The dashboard creator will specify a Running User3. Users can see data at highest levelTo create a dynamic dashboard - select to run as logged-in-User
What is the app exchange?
I would like to know a little more about AppExchange.‚Ä†ResolutionThe AppExchange is the world's first on-demand application-sharing service. It provides a way to browse, test drive, share, and install applications developed on‚Ä†salesforce.com's on-demand AppExchange platform.Partners, developers, and anyone else who chooses to participate can offer their Apps on the AppExchange directory. This directory gives Salesforce users an easy way to find and install applications to expand their use of the AppExchange platform to new areas of customer relationship management (CRM) and beyond. ‚Ä†Packages are a collection of‚Ä†Force.com‚Ä†components and applications that are made available to other organizations through theAppExchange. A managed package is a collection of application components that are posted as a unit on‚Ä†AppExchange, and are associated with a namespace and a License Management Organization.‚Ä†To support upgrades, a package must be managed.‚Ä†An organization can create a single managed package that can be downloaded and installed by many different organizations. Managed packages differ from unmanaged packages by having some locked components, allowing the managed package to be upgraded later. Unmanaged packages do not include locked components and cannot be upgraded.‚Ä†In addition, managed packages obfuscate certain components (like‚Ä†Apex) on subscribing organizations to protect the intellectual property of the developer.
What is the benefit of a Force.com sandbox?A. It allows for development, testing, and trainingB. It extends Salesforce functionalityC. It builds new application functionalityD. It allows to create or change buttons, and dynamically route approvals
A. It allows for development, testing, and training
What is the click path to enable Enhance Profile Management? 0. Setup | Customize | User Interface 1. Setup | Manage Users | Profiles 2. Setup | Profiles | Customize
What is the Cloud Scheduler?
Cloud Scheduler allows you to request meetings with your customers, and have your customers select when they can meet before you confirm the meeting.
What is the custom price book
Where the list prices are...offer different prices for different market segments
What is the daily limit for email sendings per day per org?
What is the daily web–to–case limit?
What is the default report format for new reports created in report builder? 0. Summary 1. Tabular 2. Matrix
What is the definition of a dynamic dashboard?
Data is displayed based on the security settings of the user viewing it, not based on the running user. Eliminates the need to create multiple dashboards for different users.
What is the definition of dashboard component?
Dashboard components can be charts, tables, gauges, metrics, or other components (S-Control) that you can create with VisualForce.A dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. The components provide a snapshot of key metrics and performance indicators for your organization. Each dashboard can have up to 20 components.Each component in a dashboard shows data from an underlying report. If you have access to the folder for the underlying source report, you can see the related dashboard component. Click a dashboard component or its elements to drill down to the source report, filtered report, record detail page, or other URL. If you drill down on a filtered component, the dashboard filters are applied to the source report.Click Go to Dashboard List to view your dashboards. Find a dashboard using dashboard finder. Type a name in the View Dashboard field and choose a dashboard from the list of resul
What is the difference between settings and permissions on a profile?
Settings determine what users can see in the user interface, for example, apps, tabs, record types, page layouts, and fields.Permissions determine what users can do with the data they have access to, for example, customize app, run reports, mass email, create leads, edit opportunities.
What is the difference between standard and custom validation?
Standard validation allows you to mark certain custom fields as universally required and/or unique.Custom validation allows you to create validation rules, using your own business specific criteria, to prevent users saving invalid data in one or more fields.
What is the difference between the Marketing User Profile and the Marketing User checkbox at the User level? A. They are the same thing B. Marketing User Profile allows users to create and edit Campaigns Marketing User checkbox allows users to import Leads. C. Marketing User Profile allows users to import Leads. Marketing User checkbox allows users to create and edit Campaigns. D. None of the Above
What is the first thing you have to select when creating a report?
What is the formula for a custom field, √´Created Date√≠. This custom field is a DATE TIME field?Created Date()DATEVALUE(CreatedDate)Now(CreatedDate)Today(CreatedDate)
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
What is the key capability of custom report types?
Allow you to expand filtering options on standard reports
What is the limit of Look–up Relationships per object? 25 3 4 5 6 10
What is the limit of Master–Detail Relationships per object? 25 23 15 3 2 8
What is the limit on the compiled size of the Formula Field Select the correct choice A. 1K B. 2K C. 3K D. 4K
What is the max length of the field type Text" ? A. 3200 B. 320 C. 255"
What is the maximum character length of the users Alias ? Does it have to be unique?
The maximum length of the users alias is 8 Characters and Does not need to be unique
What is the maximum length of a Text Area? A. 32000 B. 255 C. 3200
What is the maximum length of any auto–number field? A. 20 B. 30 C. 40 D. 50 E. 60
What is the maximum length of the alias field? A. 12 B. 10 C. 8
What is the maximum length of the field type Text Encrypted"? A. 255 B. 191 C. 128 D. 256"
What is the maximum number of actions you can have per Workflow Rule? 10 20 30 40 70 80
What is the maximum number of condition higlighting per report?
What is the maximum number of days data will be stored if a field is deleted
Deleted fields and their data are stored for a maximum of 15 days
What is the maximum number of members that can be added to a campaign using the wizard?
What is the maximum number of permission sets that can be created? 100 500 1000 2000 3000
What is the maximum number of permission sets that can be created?100500100020003000
What is the maximum number of records that return in a report without exporting the results? 6500 5000 3000 2000 4000 3900
What is the maximum number of records to be printed in the Printable View of a list view? 0. 2000 1. 100 2. 1000 3. 200
What is the maximum number of Suggested Solutions that can be displayed?
What is the maximum number of values you can have in a picklist? 0. 500 1. 250 2. 600 3. 1000 4. 2000
What is the maximum of actions per time trigger you can have in a Workflow Rule? 50 20 40 80 33 10
40 ( 10 of each type: email alerts, field updates, tasks and outbound messages. )
What is the maximum of time triggers per Workflow Rule?
What is the new Chart type available after Spring 11? Master Charts Report Charts Chatter Charts Scatter charts
What is the only field type which can be a controlling AND a dependent field?
custom picklist (field type is picklist... custom", just refers to it being a custom field rather than one of the standard picklists)"
What is the overveiw of Security Data Access: (Define each or give description)OrgObjectRecordField
Org - Org login and accessObject - Profile - CREDRecord - role hierarchy & Sharingfield
What is the process to create a custom app? a. Create new App, select logo, assign profile b. Create new object, select logo, create profile
a. Create new App, select logo, assign profile
What is the purpose API Token field on the User object? A. Displays the users API token B. Indicates whether an API token has ever been reset. C. Enables users to receive an API token
What is the purpose of a profile? (Choose all that apply) 1. Determine what users can do with the records they can access 2. Determine what records the user can access 3. Determine how users see the records they can access 4 determine the roles in the role hierarchy
1. Determine what users can do with the records they can access 3. Determine how users see the records they can access
What is the purpose of a profile? (Choose all that apply)1. Determine what users can do with the records they can access2. Determine what records the user can access3. Determine how users see the records they can access4 determine the roles in the role hierarchy
1 and 3
What is the purpose of the role hierarchy?
Depending on your sharing settings, roles can control the level of visibility that users have into your organization√≠s data. Users at any given role level can view, edit, and report on all data owned by or shared with users below them in the hierarchy, unless your organization√≠s sharing model for an object specifies otherwise. Specifically, in the Organization-Wide Defaults related list, if the Grant Access Using Hierarchies option is disabled for a custom object, only the record owner and users granted access by the organization-wide defaults receive access to the object's records
what is the report builder or scope?
Select which records to veiw and report time frameSecond step - Clearing decks as I say....Select My accounts and the date range
What is the report type?
the objects or related objects that you want to report on.It is first step....select Accts and then Accts-Contact
What is the role of Primary Object" when creating custom report types? a. It lets us know if it can be the source of the dashboard b. For reporting c. To let the user select values in the view picklist d. To ensure all are using the same set of business rules"
What is the significance of Primary Master – Detail Relationship in a Junction Object? A. Look and Feel is inherited from Primary Master Object B. Record Ownership is inherited from Primary Master Object C. No such Significance D. Both A & B
D. Both A & B
What is the significance of Primary Master – Detail Relationship in a Junction Object? A. Look and Feel is inherited from Primary Master Object B. Record Ownership is inherited from Primary Master Object C. No such Significance D. Both A & B
Both A & B
What is the Standard Price book?
The master list of all products and their prices, regardless of price in custom price book
What is the use of campaign influence feature on opportunities? a. Help calculate ROI b. Give a list of campaigns that influenced the user c. To check if web to lead is working properly d. To ensure duplicate records are not created
What is true about a Role 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
What is true about a Web–to–Lead? a. An online form to capture lead information b. Determines which Email Template to send to leads generated via Web–to–Lead c. Contains Rule Entries that determine criteria for determining d. Email Template response content published on your web site
What is true about Lead Assignment Rule? a. Determines how Leads are automatically routed to User or Queue b. Contains Rule Entries, pre–defined business rules, that determine lead routing c. Virtual storage bin used to group leads based on criteria (e.g., industry, campaign) d. Users have visibility into the Lead Queues to which they are members
What is true about look up relationships? a. Object in look up relationship can link to self b. Child in lookup gets deleted if parent gets deleted c. The child object in lookup is a related list for the parent d. The lookup is required always
What is true about Managed Packages? a. They are not upgradeable b. They cannot be uninstalled c. They are upgradeable d. They cannot be deleted
What is true about standard fields? (Choose all that apply) 1. Standard fields can be deleted 2. The values in standard pick lists can be edited 3. Field level help for standard fields cannot be edited 4. Custom formatting can be applied to standard auto number fields 5. Look up filters can be applied on relationship fields
2. The values in standard pick lists can be edited 4. Custom formatting can be applied to standard auto number fields 5. Look up filters can be applied on relationship fields
What is true about standard fields? (Choose all that apply)1. Standard fields can be deleted2. The values in standard pick lists can be edited3. Field level help for standard fields cannot be edited4. Custom formatting can be applied to standard auto number fields5. Look up filters can be applied on relationship fields
2, 4, 5
What is True about the Role Hierarchy A. Controls data visibility B. Controls record roll–up forecating and reporting C. Not necessarily the companys org. chart D. Controls Read / Write and Transfer Rules for each user
What is true regarding a Running User a. The Running User overrides the sharing model and will allow the users who see the dashboard to see high level sales data for everyone, not just their own b. The Running User overrides the sharing model and will allow the users who see the dashboard to see high level sales data for everyone, except their own c. The Running User follows the sharing model and will allow the users who see the dashboard to see high level sales data for just what they own d. The Running User follows the sharing model and will allow the users who see the dashboard to see high level sales data for just what they own plus role hierarchy.
What is used to create a relationship between an Opportunity object and a Campaign object?Choose 2 answers:A. Campaign hierarchy fieldsB. Campaign influence related listC. Opportunity sales processD. Primary campaign source field
B. Campaign influence related listD. Primary campaign source field
What items can be recorded on the Company Profile?
Name & Address Primary Contact Default Locale Default Currency Storage Used Licences Available Fiscal Year Currencies Business Hours Holidays
What level of security determines if something can be done or seen?
The Most restrictive level of security always applies eg Users with edit access to a field will not be able to edit it if they don't have access to the object which the field is placed
What limitations exist on approval steps?
Each step can have up to 40 actions, 10 of each type: email alerts, field updates, tasks and outbound messages.
What makes a parent/child relationship between fields
Look up filters link to different objects
What manual tools does SF have to maintain data quality on Leads, Accounts and Contacts?
Leads– find duplicates, merge leadsAccounts– merge accountsContacts– merge contacts
What must an system administrator consider when setting up the running user for a dashboard?Choose 2 answersA. The running user becomes the default owner of the dashboardB. Data access permissions determine what data the users can view in the source reportsC. Only users in the same role as the running user can view the dashboardD. The running user determines the data displayed in the components of the dashboard
B. Data access permissions determine what data the users can view in the source reportsD. The running user determines the data displayed in the components of the dashboard
What must be done before creating record types within the following areas? Opportunities Cases Solutions Leads
You must define your required business process before creating record types for Opportunities, Cases, Solutions and Leads
What needs to be specified to schedule a Report? A. Objects B. Date Range C. Location D. Frequency
What objects are cases related to? A.Accounts B.Forecast C.Contacts D.Campaign
What objects can be imported via the SF Wizards?
What objects have standard business processes?
Leads Sales (Opportunities) Cases Solutions
What objects in the Org Wide Defaults allow you to do a public read/write/transfer?
Leads and Cases.
What objects may be imported or updated using the Import Wizard? (check all that apply) A. Accounts B. Opportunities C. Leads D. Contract E. Contact
A C E
What other data can be accessed from Dashboards?
Users can drill down and see:The source reportfiltered sources from reportsRecord detail page from charts & tablesA Specified URL
What other permissions does the Manage Analytic Snapshots" permission require (Select all that apply). A. Schedule Dashboards B. Run Reports C. Manage All Data D. View Setup and Configuration"
A B D
What permission do you need to add, create, edit and delete a dashboard??
What permission do you need to change the running user of a dashboard?
View My Team Dashboard
What permission must a user have to create a shared library in SF?
Manage Salesforce CRM Content
What permissions are needed to change the running user of a dashboard?
View my Teams Dashboard (you can only change it to people below you in role hierarchy)
What permissions are needed to convert leads?
Create & Edit on leads, account, contacts and opps AND Convert Leads AND Read on any related campaigns
What permissions enable a user to create a dashboard?
1. Manage Dashboards2. View all data
What prevents login from except from specific IP addresses?
Login IP ranges
What privileges can be given to a delegated administrator? (Choose all that apply) 1. Modify the role hierarchy 2. Create and edit users 3. Assign users to specified profiles 4. Modify profile permissions 5. Manage custom objects
2. Create and edit users 3. Assign users to specified profiles 5. Manage custom objects
What privileges can be given to a delegated administrator? (Choose all that apply)1. Modify the role hierarchy2. Create and edit users3. Assign users to specified profiles4. Modify profile permissions5. Manage custom objects
2, 3, 5