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Flashcards in Upload Part 4 Deck (400):
1

Identify the correct statement from the given list. A. Lookup field link two objects B. Lookup fields affect security C. Lookup fields change the record ownership D. Lookup fields can be used to delete an object

A

2

Identify the dashboard components from the list A. Dates B. Tables C. Gauge D. Filters E. Summary F. Matrix

B, C

3

Identify the maximum number of leads / contacts that you can add from a report at one time using Integrated Campaign Builder A.25000 B.50000 C.75000 D. 100000

B

4

Identify the statement that correctly defines data validation A. Data validation ensures the integrity of data before its saved in SF B. Data validation ensures the integrity of data after its saved in SF C. Data validation ensures the integrity of data when data is imported in SF D. Data validation ensures the integrity of data when data is exported in SF

A

5

Identify the statements that are true about deactivation of a user? (Select all that apply) 1. All records associated to the user are deleted from salesforce 2. The user can continue to access salesforce with his credentials 3. The integrity of historical data is maintained 4. The user is prevented from accessing salesforce 5. Deactivation frees up a salesforce user license

3. The integrity of historical data is maintained 4. The user is prevented from accessing salesforce 5. Deactivation frees up a salesforce user license

6

Identify the statements that define Apex data loader? A. Can be used to insert or extract SF records B. Can be used to insert,update,delete or extract SF records C. Can be used only to update and delete SF records D. Can be used to read,extract and load data from CSV E. Can be used to read,extract and load data from any MS office file

B D

7

Identify the true statements about the workflow approval process? A. When a record is submitted for approval the Admin can edit the record B. You can forward an email approval request to another email address C. The approvers delegate can also approve a request D. Approvers can view an approval request from their home page E. Approvers can only access an approval page from the application

A,D

8

Identify two capabilities of Visual Workflow?Allow a user to select multiple choices for a question.Allow a user to select the time from a popup clock.Prevent a user from navigating to a previous screen.Allow a user to enter formatted text and add images.

Allow a user to select multiple choices for a question.Prevent a user from navigating to a previous screen.

9

If a case is deleted, which of the following also will be deleted?All related events, tasks, case comments, and attachmentsAll related events, tasks, case comments, attachments, and associated solutionsAll related events, tasks, case comments, attachments, associated solutions, contacts, and accountsCases can never be deleted

All related events, tasks, case comments, and attachments

10

If a company is based in UK and has created a new user in the USA what locale settings will they have?

They will have the default company locale settings initially ie UK settings but these can subsequently be changed at User Profile level

11

If a field is visible in the search layout but hidden for certain users via the field–level security settings then which of the following statement is true? A. The field–level security overrides the search layout and the field will be hidden for all users B. The field will still be visible in search layout to all the users C. The field–level security overrides the search layout and the field will be hidden for those users D. None of the above

C

12

If a field on page layout is required and is read–only on FLS, what would the user experience on UI? a. The user is able to enter value because it is required b. The user is not able to edit it because it is read only c. The user is not able to see it d. The user is able to edit it but not able to save it

b

13

If a lead does not meet any of the criteria specified in the assignment rule, It will be assigned to the default lead owner. True or False?

TRUE

14

If a lead is converted without a value in the company field, what happens? A. A Business Account is created B. A Person Account is created C. You will be prompted to decide whether to create a Person or a Business Account D. Nothing

B

15

If a lead, with a single marketing campaign is converted, the campaign information will map to the newly created contact and opportunity record automatically A. True B. False

A

16

If a profile does not have access to an application, that profile will also not have access to the tabs and objects of that application A. True B. False

B

17

If a Report is run which returns 20,000 records then A. All 20K records are displayed in the UI B. First 2K records are displayed in the UI C. 10 Reports each having 2K records are created D. Report Fails and an error is reported

B

18

If a Standard Object is Renamed, the Reports are Renamed based on the new label value True / False

TRUE

19

If a user’s profile contains log in hour restrictions which of the following time zones is used to calculate the hours they have access to Salesforce.com CRM? A. Organization wide default time zone B. User's time zone C. Time zone set in the user's profile

A

20

If Custom Fiscal Years are enabled then you cannot use Standard Forecasting? A. True B. False

A

21

If I'm looking at a detail page, how do I know what record type it is?

For tabs that have multiple record types defined, you can look at the Record Type field on the page. However, this field must be added to the page layout.

22

If single sign–on is enabled for your organization, API and desktop client users cannot log in to Salesforce CRM unless their IP address is included on your organization’s list of trusted IP addresses or on their profile, if their profile has IP address restrictions set. A. True B. False

A

23

If territory management is enabled for your organization and a lead is converted, how does it get assigned? a. Gets assigned to lead owner's territory b. Based on assignment rule c. Get assigned to the user's territory d. Based on territory field

a

24

If the data validation at web–to–lead form fails, who will get error report? a. The lead queue b. The lead will get created with error report in description c. The designated weblead owner gets an email d. Salesforce.com support group

C

25

If the lead has a record type, the default record type of the new owner is assigned to records created during lead conversion. a. True b. False

a

26

If the primary object on a custom report is a custom object, and the custom object is deleted, then the custom report type and any reports created from it will automatically be deleted. A. True B. False

A

27

If the System Administrator set a user to create only a certain record type, this user's ability to view other record types is affected.

FALSE

28

If using Customizable forecasting there is a seperate forecast role hierarchy A. True B. False

A

29

If you add a chart component to a dashboard, you can choose between which of the following chart types? (Choose all that apply) 1. Horizontal bar 2. Chronological timeline 3. Vertical column 4. Line 5. Pie

1. Horizontal bar 3. Vertical column 4. Line 5. Pie

30

If you are added to a Sales Team with read/write access you then have the ability to extend sharing on the opportunity to other users. a. True b. False

b

31

If you can see a dashboard component, does that mean that you have access to the underlying report?

No. Reports and Dashboards are stored in different folders. It is possible to have access to a dashboard and not have access to the underlying report. It is also possible that data on a dashboard component may not be the same as the data a user sees on the underlying report due to security.

32

If you change the data type from a Checkbox to a Picklist, it can cause data loss. True False

TRUE

33

If you change the data type of any custom field used for lead conversion, that lead field mapping will be deleted A. True B. False

A

34

If you defined a custom fiscal year structure, your company can not revert to the Gregorian calendar for fiscal purposes. True / False

TRUE

35

If you delete a case, which two also get deleted? a. Account b. Solution c. Event d. Attachments

c.Event d. Attachments

36

If you delete a report and change your mind, you can retrieve it from the recycle bin. True False

TRUE

37

If you delete an email from a case and then delete the case, you will not be able to retrieve the deleted email from the Recycle Bin A. True B. False

A

38

If you give a user the “Weekly Data Export” permission, which is needed to export data, he or she has view access to all data that is exported and can see all custom objects and fields in the Weekly Export Service regardless of their other profile settings. A. True B. False

A

39

If you marketing team needed to add 10k existing leads to a campaign at once, what would be the best way to do this?

The max number of Leads/Contacts that can be added from the wizard at one time is 250.

40

If you relabel a Standard Object the standard list views on every Salesforce tab will automatically be renamed A. True B. False

B

41

If you schedule a dashboard refresh on the 31st day of every month, will the dashboard refresh in months without a 31st day? A. Yes B. No

B

42

If your company's fiscal year begins on February 1st and contains the 12 gregorian months, do you need to enable custom fiscal years?

No.

43

If your Marketing team needed to add 10,000 existing leads to a campaign at one time, what would be the best way to do this?

Create a report

44

If your org is configured for data export, you can generate backup files manually how often? A. Everyday B. Once every 6 days C. Once every 15 days D. Once every 5 days

B

45

If your org is configured for data export, you can schedule automatic backup files at what intervals? A. Daily, Weekly, and Monthly B. Daily and Weekly C. Weekly and Monthly

C

46

If your organization has territory management, account and opportunity list views can be restricted by(Select all that apply) A. My Territories B. My Territory Teams. C. My Accounts Territories

AB

47

If your organization uses territory management, the new account is evaluated by account assignment rules and may be assigned to one or more territories. a. True b. False

a

48

IF(ISPICKVAL(picklist_field)) has the same output as: 0. VAL(picklist_field) 1. CASE(picklist_field) 2. CASE(picklist_field") 3. Picklist_field(VALUE)"

1

49

In a properly designed CRM environment, which settings determine the users access to the record? ñ (Choose 2 answers)Roles and Role Hierarchy.Field History Tracking.Org. Wide Default.Field Level Security

Roles and Role Hierarchy.Org. Wide Default.

50

In addition to controlling record access, roles control access and visibility in what other areas? Solutions Folders Forecasts Content Knowledge Reports

Folders, Forecasts, Knowledge, Reports

51

In addition to controlling record access, roles control access and visibility in what other areas?SolutionsFoldersForecastsContentKnowledgeReports

Folders, Forecasts, Knowledge, Reports

52

In addition to setting the standard price, what must you also do in order to add a Product to a Custom Price Book?A. Enter a Product CodeB. Enter a Product DescriptionC. Check the Active checkboxD. Select a Product Family

C. Check the Active checkbox

53

In custom fields, data loss can occur in what to circumstances?

1. When changing the data type of a custom field.2. When deleting a custom field.

54

In List View Enhancements, users can export list results to CSV file True / False

FALSE

55

In order to access Content, a user must have the following permission?

Salesforce CRM Content User

56

In order to Enable Territory Management you should have: A. Standard Profile B. Customizable Forecasting C. Enable Forecasting D. All of the above

B

57

In order to implement more business process multiple record types must also be implemented A. True B. False

A

58

In Spring’11 salesforce.com release Dynamic Dashboards have been launched for which edition:– A. Developer Edition B. Professional Edition C. Enterprise Edition D. Unlimited Edition

C

59

In what format does the username have to be in for Salesforce

The username has to be in and email format

60

In which of the following edition you can create a Managed Package? A. Professional Edition B. Full Test Sandbox C. Developer Edition D. Unlimited Edition E. Enterprise Edition

C

61

In which of the following places, can folders be found? (choose three)OpportunitiesDashboardsReportsContactsAccountsEmail templates

DashboardsReportsEmail templates

62

In which scenarios will the sharing button appear? (Choose 2)When the sharing model for the object is read onlyWhen the sharing model for the object is privateWhen the sharing model for the object is read/writeNone of the above

When the sharing model for the object is read onlyWhen the sharing model for the object is private

63

Inline Editing is available in visual force pages? A. True B. False

A

64

Inline Editing updates the field when A. The field is saved/updated B. When the record is saved/updated C. When the return key is pressed D. None of the above

B

65

IP range restrictions can be set at what level(s)

Profile–based

66

Is identity confirmation necessary if a user's IP address is known and browser cookie exists? True / False

FALSE

67

Is it possible for a Page layout to be associated with a Record Type. A. True B. False

A

68

Is it possible for a user to own a record and not see it A.True B.False

A

69

Is it possible for a user to see different Set of data in Report and in a Dashboard based on the same Report? A. Yes B. No

A

70

Is it possible for a user to see different Set of data in Report and in a Dashboard based on the same Report? A. Yes B. No

A. Yes

71

Is it possible for users to override their own forecasts and forecasts for users below them in the forecast hierarchy? A. Yes B. No

A

72

Is it possible for users to override their own forecasts and forecasts for users below them in the forecast hierarchy? A. Yes B. No

A. Yes

73

Is it possible to have Sidebar search enabled with Global Search? A. Yes B. No

B

74

Is it possible to relate a person account to a contact on a business account. A. True B. False

B

75

Is it possible to report on the converted Leads? A. Yes B. No

A

76

Is it true that campaigns and opportunities have many to many relationship? A. True B. False

A

77

Is possible to view a forecast based on all of the following EXCEPT: A. Territory B. Product Family C. Date Range D. Sales Team

D

78

Is the DataLoader Cloud based?

No, it must be installed.

79

It is advisable not to overwrite user records with new user data because it would prevent you from tracking a history of past users and the records associated to them? True / False

TRUE

80

It is only necessary for Identity Confirmation if IP address is unknown and browser cookie does not exist True / false

TRUE

81

It is possible for a User to own a record and not see it if they don’t have the Read Permission to the Object. A. True B. False

A

82

It is possible for an Account to be part of multiple Territories? A. Yes B. No

A

83

It is possible to share a custom object record manually A. True B. False

A

84

Joe imports records for Sara, a non–active user. Sara's records will be assigned to Joe. True False

TRUE

85

Joe is attempting to import an invalid value into a picklist field. The import wizard will respond with an error message. True False

FALSE

86

Joe sees the event details in single–user calendar view but he only see blue bars on multi–user calendar view. Which of the following statements is true? A. This could be an issue with the browser. B. His events fall outside his business hours. C. He needs to ask the system administrator to enable show event details on multi–user calendar view. D. Those are private events that do not appear on multi–user view.

C. He needs to ask the system administrator to enable show event details on multi–user calendar view.

87

Joined Report

1. multiple Blocks of related info2. Ex: Opp and cases for an Acct

88

Limitation for an organization related to triggers?

SF limits the number of time triggers an organization can execute per hour. The limits are as follows: Developer Edition : 50 Enterprise Edition : 500 Unlimited Edition : 1000

89

List 3 characteristics of a Dashboard [ A visual representation of data from multiple reports]

– Is comprised of upto 20 components – Displays data from custom source reports – Can use Visualforce pages to present data from oher sources – Has a running user to determine what is visible – Displays data as of the last time the dashboard was refreshed – Can be scheduled to be refreshed and emailed automatically

90

List 5 characteristics of a page layout. (Memorize)

1. Controls the display of detail and edit pages2. Controls page section customizations3. Allows you to set field properties4. Can be unique for a specific business scenario5. Can be assigned to a specific profile

91

List 6 primary Standard Profiles.

System AdministratorStandard UserSolution ManagerMarketing UserContract ManagerRead Only--Others--Standard Platform UserStandard Platform One App UserPartner UserHigh Volume Customer Portal and Authenticated Website (Both user licenses are high-volume portal users)Customer Portal UserCustomer Portal ManagerChatter Only UserChatter Free UserChatter External UserChatter Moderator UserSite.com Only User

92

List 8 characteristics of custom formula fields (Memorize)

1. Read Only Fields2. Not visible on edit pages3. Supported on standard and custom objects4. Can reference standard, custom or other formula fields5. Can not reference descriptions or custom long text area fields6. Not searchable7. Not available for lead conversion8. Not available for data export

93

List five benefits of the salesforce console for service.

Fewer clicksless scrollingmultiple related records on one screenmaintain contextlimit switching between pages

94

List five things the profile determines.

1. What apps the user can see and use2. What tabs they can access3. What permissions they are granted4. What fields they can view5. Which fields they can edit

95

List seven differences between import wizard and data loader.

1. Import wizard has a maximum of 50,000 records. Data loader can import up to 5 million records.2. Import wizard will alert you to duplicates.3. Import wizard allows you to choose whether or not to trigger workflow rules.4. Data loader can load all objects.5. Data loader can schedule imports.6. Data loader can save mappings for later use.7. Import wizard can only import and update. Data loader can update, up CERT, export, or delete data.

96

List some characteristics of a Unique field or benefits of having a unique field

unique fields – Stop duplicate values on save – existing duplicates cause an error – Email, number and text fields only – Text fields can be treated as case–sensitive

97

List the benefits of the data loader.

Import large files (50,000 or greater)Load objects such as products or opportunitiesSave field mappings for later useUpdate, upsert, export or delete data

98

List the differences between the Jumpstart Wizard and the Standard Approval Process Wizard:

Jump Start Wizard only allows for a single approver.

99

List the functions of the Data Loader

Insert, Update, Delete and Upsert

100

List the objects for which Import Wizards are available:

Contacts, Accounts, Leads, Solutions and Custom Objects

101

List the objects that may have Sharing Rules

• Lead • Account • Contact • Opportunity • Case • Campaign • Custom Objects Sharing rules can be established between: • Public Groups • Queues • Roles • Roles and Subordinates

102

List the standard profiles.

System Administrator Standard Platform User Standard Platform User One App User Standard User Partner User High Volume Customer Portal and Authenticated Website Customer Portal User Customer Portal Manager Solution Manager Marketing User Contract Manager Read Only Chatter Only User Chatter Free User Chatter External User Chatter Moderator User Site.com Only User

103

List three ways to backup data.

Data Export (Now or Scheduled)Report ExportData Loader Export

104

List three ways workflow rules can be evaluated.

When a record is createdWhen a record is created, and every time it's editedWhen a record is created, and anytime it's edited to subsequently meet criteria.

105

List view can (Choose all that apply) A.Show up to 2000 records in the record count display B.Print up to 1000 records in print view C.Be enabled and disabled by individual users D.Print list can be exported to excel

A B

106

List what settings can be influenced within Salesforce

– Apps – Tabs – Pagelayouts – Record Types – Fields

107

Look up filters

Can reference:other fields on same recordfields on target objectsfields on user record/profile

108

Lookup relationship fields are available in Personal Edition A. True B. False

B

109

Mail Merge is available in which Salesforce Editions? 0. All except Professional 1. Professional and Enterprise 2. Professional, Developer and Enterprise 3. Enterprise and Developer only 4. Developer, Enterprise and Unlimited only 5. All editions

5

110

Marketing and Sales users at Universal Containers would like more visibility into Lead and Contact participation in this years Trade Show. How would an Administrator build this into the application?Choose 2 answers: A. Create Cross–object formula fields to display campaign member record details on a lead or a contact record B. Alert lead and contact owners with workflow when a prospective customer regsiters for the event C. Customize the campaign member related list on the lead or contact object D. Create Cross–object formula fields to display lead or contact record details on a campaign member record

B C

111

Mass Mail Contacts option doesn't appear under the Tools section in the Contacts tab, what could have caused this? A. The user Role is insufficient to view this tool B. Email is unchecked for that profile in FLS C. This is a bug and must be escalated D. Mass mail is not enabled for the profile. E. Mass mail is not checked in FLS

B D

112

Match a report builder feature to its description: 1. Report type 2. Scope 3. Fields pain 4. Report format 5. Groupings 6. Summarized fields 7. Custom filters A. Additional criteria that you can set to limit the data that you see B. Numerical fields that are aggregated to display subtotals and the grand totals C. Sets of records, listed together, that share a common value for a particular field D. Determines how the records are organized. You can select tabular, summary, matrix, or joined. E. The list of fields available, from which you can select your report columns F. Standard filters that determine what records you see, and that the time frame G. Determines which object or related objects you can report on

1–G 2–F 3–E 4–D 5–C 6–B 7–A

113

Match a report builder feature to its description:1. Report type2. Scope3. Fields pain4. Report format5. Groupings6. Summarized fields7. Custom filtersA. Additional criteria that you can set to limit the data that you seeB. Numerical fields that are aggregated to display subtotals and the grand totalsC. Sets of records, listed together, that share a common value for a particular fieldD. Determines how the records are organized. You can select tabular, summary, matrix, or joined.E. The list of fields available, from which you can select your report columnsF. Standard filters that determine what records you see, and that the time frameG. Determines which object or related objects you can report on

1-G2-F3-E4-D5-C6-B7-A

114

Match a standard profile (numbered) to its definition (letters) 1. System Administrator 2. Standard User 3. Solution Manager 4. Marketing User 5. Contract Manager 6. Read–Only A. Standard user permissions plus can import leads for the organization B. Superuser, can customize and administer the application C. Standard user permissions plus can manage published solutions D. Can only view records E. Standard user permissions plus can edit, approve, activate and delete contracts F. Can view and edit records they can access and delete their own records

1–B 2–F 3–C 4–A 5–E 6–D

115

Match a standard profile (numbered) to its definition (letters)1. System Administrator2. Standard User3. Solution Manager4. Marketing User5. Contract Manager6. Read-OnlyA. Standard user permissions plus can import leads for the organizationB. Superuser, can customize and administer the applicationC. Standard user permissions plus can manage published solutionsD. Can only view recordsE. Standard user permissions plus can edit, approve, activate and delete contractsF. Can view and edit records they can access and delete their own records

1-B2-F3-C4-A5-E6-D

116

Match the access levels toe the Access Types A. Organisation Wide Defaults B. Object C. Record D. Field 1. Field level security 2. Sharing Rules 3. Login Access 4. IP Resstrictions 5. Role Heirarchy 6. Profile CRED

A. OWD 3. Login Access 4. IP Restrictions B. Object 6. Profile CRED C. Record 2. Sharing Rules 5. Role Heirarchy D. Field 1. Field Level Security

117

Match the automation rules with the order in which they are processed.Assignment Rules Workflow RulesValidation RulesEscalation Rules

1. Validation Rules2. Assignment Rules 3. Workflow Rules4. Escalation Rules

118

Match the following business processes to the relevant areas 1. Opportunities A. Support 2. Leads B. Solution 3. Cases C. Lead 4. Solutions D. Sales

1. Opportunities D. Sales Process 2. Leads C. Lead Process 3. Cases A. Support Process 4. Solutions B. Solution Process

119

Match the following loading option to the description of when to use it."ETL Tool"A. Brian wants to consolidate all his accounts from several systems.B. Bill wants to load 20,000 lead records.C. Beckie wants to load all her 65,000 contact records.D. Bob wants to load a single account record.E. Berta wants to keep a separate system as her "system of record"

"ETL Tool"A. Brian wants to consolidate all his accounts from several systems.

120

Match the following loading option to the description of when to use it."Force.com Data Loader"A. Brian wants to consolidate all his accounts from several systems.B. Bill wants to load 20,000 lead records.C. Beckie wants to load all her 65,000 contact records.D. Bob wants to load a single account record.E. Berta wants to keep a separate system as her "system of record"

"Force.com Data Loader"C. Beckie wants to load all her 65,000 contact records.

121

Match the following loading option to the description of when to use it."Import Wizard"A. Brian wants to consolidate all his accounts from several systems.B. Bill wants to load 20,000 lead records.C. Beckie wants to load all her 65,000 contact records.D. Bob wants to load a single account record.E. Berta wants to keep a separate system as her "system of record"

"Import Wizard"B. Bill wants to load 20,000 lead records.

122

Match the following loading option to the description of when to use it."Integration"A. Brian wants to consolidate all his accounts from several systems.B. Bill wants to load 20,000 lead records.C. Beckie wants to load all her 65,000 contact records.D. Bob wants to load a single account record.E. Berta wants to keep a separate system as her "system of record"

"Integration"E. Berta wants to keep a separate system as her "system of record"

123

Match the following loading option to the description of when to use it."Manual Entry"A. Brian wants to consolidate all his accounts from several systems.B. Bill wants to load 20,000 lead records.C. Beckie wants to load all her 65,000 contact records.D. Bob wants to load a single account record.E. Berta wants to keep a separate system as her "system of record"

"Manual Entry"D. Bob wants to load a single account record.

124

Match the report format with its description. 1. Tabular report 2. Summary report 3. Matrix report A. A list of records sorted into groups with subtotals B. Data is summarized in a grid to compare related totals C. A simple list of records with no subtotals

A. A list of records sorted into groups with subtotals– Summary report B. Data is summarized in a grid to compare related totals– Matrix report C. A simple list of records with no subtotals

125

Match the report format with its description.1. Tabular report2. Summary report3. Matrix reportA. A list of records sorted into groups with subtotalsB. Data is summarized in a grid to compare related totalsC. A simple list of records with no subtotals

1 C2 A3 B

126

Match the user issues (identified by numbers) with the user interface setting that will resolve it (identified by letters.) 1. Too many incomplete records 2. Not possible to mass edit 3. Too much navigation to see recent and related records 4. Many fields on records which users don't need to see all the time 5. Too much horizontal scrolling needed to see records and reports on laptops A. Enable collapsible sidebar B. Enable hover details and related list cover links C. Disable quick create D. Enable collapsible sections E. Enable enhanced lists and in–line editing

1–C 2–E 3–B 4–D 5–A

127

Match the user issues (identified by numbers) with the user interface setting that will resolve it (identified by letters.)1. Too many incomplete records2. Not possible to mass edit3. Too much navigation to see recent and related records4. Many fields on records which users don't need to see all the time5. Too much horizontal scrolling needed to see records and reports on laptopsA. Enable collapsible sidebarB. Enable hover details and related list cover linksC. Disable quick createD. Enable collapsible sectionsE. Enable enhanced lists and in-line editing

1-C2-E3-B4-D5-A

128

Match the WF steps to setup the requirement Task : set up Email Alert : Templates Field Update : Field Rule : criteria Org wide default is set to private. Kathy is assigned US Sales Director role with access rights to view opportunities owned by other users associated to her accounts. Jennifer is assigned EMEA Rep Role and Phil to US rep role. Which business oppurtunities can Kathy VIEW and EDIT? A. KAthy can edit and view her own oppurtunities B. Kathy can EDIT and VIEW her jennifers oppurtunities C. Kathy can edit and view Phils oppurtunities D. Kathy can view but cannot EDIT phils oppurtunities E. Kathy can View but cannot edit Jennifers oppurtunities

A C E

129

Match the workflow steps with the setup requirement

Task – Select the Subject,status and priority Email Alert – Select a template Field Update – Select a field Rule – Select the subject status and priority

130

Match this tip with its design consideration."Make it easy for users to find data"A. Tab and field namingB. Reduced clicksC. SearchD. Record types and page layoutsE. Workflow rules and approvalsF. Minimized redundant data entry

"Make it easy for users to find data"C. Search

131

Match this tip with its design consideration."Show each job function relevant information"A. Tab and field namingB. Reduced clicksC. SearchD. Record types and page layoutsE. Workflow rules and approvalsF. Minimized redundant data entry

"Show each job function relevant information"D. Record types and page layouts

132

Match this tip with its design consideration."Use 1-2 clicks from the Home page"A. Tab and field namingB. Reduced clicksC. SearchD. Record types and page layoutsE. Workflow rules and approvalsF. Minimized redundant data entry

"Use 1-2 clicks from the Home page"B. Reduced clicks

133

Match this tip with its design consideration."Use alerts sparingly"A. Tab and field namingB. Reduced clicksC. SearchD. Record types and page layoutsE. Workflow rules and approvalsF. Minimized redundant data entry

"Use alerts sparingly"E. Workflow rules and approvals

134

Match this tip with its design consideration."Use the client's language"A. Tab and field namingB. Reduced clicksC. SearchD. Record types and page layoutsE. Workflow rules and approvalsF. Minimized redundant data entry

"Use the client's language"A. Tab and field naming

135

Match this tip with its design consideration."Users should not do things more than once because it takes time and may create dirty data"A. Tab and field namingB. Reduced clicksC. SearchD. Record types and page layoutsE. Workflow rules and approvalsF. Minimized redundant data entry

"Users should not do things more than once because it takes time and may create dirty data"F. Minimized redundant data entry

136

Matrix report

1. Data summarized in grid2. Used to compare related totals3. Ex: Account annual revenue by Owner and type4. Compares totals for both rows and colunms5. Summarizes in a grid against horizontal and vertical data6. When creating, start in Summary, than move to Matrix

137

Maximum number of values allowed in a controlling field is : A. 500 B. 100 C. 300 D. 200

C

138

Methods to automate leads?

Web–To–Lead Email Templates Auto response rules

139

Metric

Dashboard componentDisplays the grand total as a single data pointUse when you want to display ONE key valueUses conditional highlightingEX: Total number of Closed/won oppsYou ca receive an email when the grand total is met

140

Modified By

"User who last changed the company information, including modification date and time. (Read only)"

141

Most common integrations in a marketing organization take place when...A. Lead GenerationB. Lead QualificationC. Revenue Management (forecasting)D. Campaign Management

A. Lead Generation

142

Multiple Approvers have received your request for approving a discount that was invoked by the approval process? Approver A rejects your request. Approver B accepts your request after Approver A rejects it. Is your request approved or denied. (Assume you need only one person to approve out of all the approvers) A. Approved B. Denied C. Approval process is revoked D. Approval changes to pending stage due to conflict within approvers

B

143

Multiple record types may be created for every tab with the exception of A. Home Tab B. Forecast Tab C. Documents Tab D. Leads Tab E. Report Tab

A B C E

144

Multiple record types may be created for every tab, with the exception of A. Home B. Accounts C. Forecasting D. Opportunity E. Reports

A,C,E

145

n which edition can you create a Managed Package? A. Professional Edition B. Full Test Sandbox C. Developer Edition D. Unlimited Edition E. Enterprise Edition

C. Developer Edition

146

Name 3 instances where company Fiscal Year may be changed to a custom setting

Fiscal year is not 12 months Company has a 13 week fiscal quarter Fiscal year does not start on the first of the month

147

Name 3 settings that can be changed within the User Interface Settings

Any of the following can be changed – Collapsible Sections – Show quick create – Enable hover details – Enable related list hover links – Enable seperate loading of related lists – Enable inline editing – Enable enhanced lists – Enable new user interface themes – Enable tab bar organizer – Enable printable lists – Enable spell checker – On tasks and events – Enable customisation of of chatter user profile pages Sidebar – Enable collapsible sidebar Show custom sidebar components on all pages

148

Name 3 ways of backing up information within Salesforce Specify if opperation is Manual Automated or Both

– Reports exported to Excel (Manual Operation) – Data Loader – export to csv, excel or database (Manual or automated) – Weekly Data Export Service obtain compltete set of Salesforce dat for archiving (Automated)

149

Name 4 things you can do from your user Chatter profile page.

Any of these:1. Change your profile picture2. Edit contact information3. View content on different tabs4. Edit your profile5. Access personal settings

150

Name 5 common Data types for custom fields

– Text Area – Text Area (long) – Text Area (rich) – Currency – Date – Checkbox – Picklist – Picklist with multi–select – Text – Date/Time – Email – Number – Percent – Phone – Text (Encrypted) – URL – Auto Number – Formula

151

Name all four standard business processes and each associated pick list.

SLSS=Sales Processes - Opportunity Stage fieldLead Processes - Lead Status fieldSupport Processes - Case Status fieldSolution Processes - Status field

152

Name all the types of Rules in the order they are processed.

VApAssAWE=Validation rulesApex Triggers (Before / After)Assignment RulesAuto-Response rulesWorkflow Rules (with immediate action)Escalation Rules

153

Name one place where inline Editing is not currently possible.(Choose 2 answers) A. List Views B. Related Lists C. Edit Page D. All of the above

B,C

154

Name six access levels for share objects?

Controlled by ParentPrivatePublic Read OnlyPublic Read/WritePublic Read/Write/TransferPublic Full Access

155

Name the 3 Standard Chatter profiles

Chatter Free User Chatter External User Chatter Moderation User

156

Name the 3 things that are stored in folders

Emails Dashboards Reports

157

Name the 6 Standard Profiles within Salesforce

System Admin User Standard User Marketing User Solution User Contract User Read Only User

158

Name the benefits of the cloud computing model A. Multi–tenant B. Scales with your business C. Modest operating expense D. No capital expense E. Elastic F. Pay–as–you–go

A to F

159

Name the data loader operations

Insert– create new recordsDelete– delete recordsUpdate– update existing recUpsert– update and create new rec if not foundHard Delete – perm delete, put in recycle binExport– excludes files in recycle binExport all – includes files in recycle bin

160

Name the different import wizards.

1. Mass Transfer (not on solutions)2. Mass Transfer Approval3. Mass Delete (not on custom objects)4. Mass Update Addresses5. Data Import

161

Name the field types that can be identified as being uniqiue

– Email – Text – Number fields can all be specified as Unique

162

Name the four (4) dashboard components.

1. Gauge2. Table3. Chart4. Metric

163

Name the four steps required to create a custom field.

1. Choose the data type2. Enter the details3. Establish field level security4. Add to page layouts

164

Name the most current Salesforce.com Editions as Nov 2013?

Contact ManagerGroupProfessionalEnterprisePerformanceDeveloper

165

Name the objects that can be imported using the Import Wizard?

CALCoS=ContactsAccountLeadsCustom ObjectsSolution

166

Name the only 4 objects that have the record types with business process (special picklist field)

– Opportunities – Cases – Solutions – Leads These all have the Business Process Picklist available

167

Name the three Tab settings

Default On

168

Name the two (2) types of activities.

1. Events2. Task

169

Name this SF feature that allow you to create trend reports and dashboard reports; as well as protects data from deletion

Analytical Snapshots

170

Name three customizations that can be made to standard fields.

Change the field labeladd help textadd and edit values in picklist's

171

Name three standard chatter profiles

1. Chatter free user2. Chatter moderator user3. Chatter external user

172

Name three things affected by deleting a custom field from a lead page.

1. Filters that use the custom field2. Result of assignment rules3. Result of escalation rules

173

Newsletter

Allow users in your organization to choose whether they want to receive user-targeted promotional emails from†salesforce.com.

174

Note: Record Locking is a process of preventing users from editing a record regardless of field level security / sharing settings Can a Standard User Profile import members into a campaign? 0. Yes. 1. No. 2. Only if they have Import Campaign Members" permission checked. 3. Only if they have "Modify All Data" permission checked."

1

175

On deleting a Tab from an Application ____ A. Deletes the Tab from Salesforce.com B. Deletes the tab from that Application C. Deletes that particular Object of whose Tab is deleted D. All of the Above

B

176

On Lead Conversion a Lead Object Custom field can not be mapped to Which Object custom field? A) Account B) Contacts C) Case D) Opportunity

C) Case

177

On Lead Conversion a Lead Object Custom field cannot be mapped to Which Object custom field? A) Account B) Contacts C) Case D) Opportunity

C) Case

178

On lead conversion, a lead object custom field can not be mapped to which object custom field? A) Account B) Contacts C) Case D) Opportunity

C) Case

179

On Lead Conversion, the Close Date of the newly created opportunity is automatically set to? A. Blank B. Today () C. Last Day of Current Quarter D. Last Day of Current Month E. Last Day of Current Year

C. Last Day of Current Quarter

180

On Lead Conversion, the Close Date of the newly created opportunity is automatically set to? A. Blank B. Today () C. Last Day of Current Quarter D. Last Day of Current Month E. Last Day of Current Year

C. Last Day of Current Quarter

181

On the page layout, some standard fields have properties which cannot be changed (e.g. the Created By and Modified By fields) A.True B.False

A

182

On which of these areas Data Validation rules are enforced but no feedback is given to users? A. Lead Convert B. Record Merger C. Web–TO–Case D. SalesForce Mobile E. Self Service Portal

C

183

On which OWD sharing defaults the Sharing Rules can’t be defined? A. OWD is Private B. OWD is Public Read Only C. OWD is Public Read Write D. Sharing rules can be created on any of the above

C

184

On which OWD sharing defaults the Sharing Rules can’t be defined? A. OWD is Private B. OWD is Public Read Only C. OWD is Public Read Write D.Sharing rules can be created on any of the above

C. OWD is Public Read Write

185

Once a custom field is deleted, can it be restored?

Yes. The recycle bin for custom fields" feature gives the administrator 45 days to restore the field and its data."

186

Once a field is hidden from a Profile using 'Field Level Security', a User associated to that Profile can still see the field using the following: A. List Views B. Reports C. Search D. None of the above, the user cannot see the field at all

D

187

Once you define a custom fiscal year structure, your company can not return to the standard fiscal year calendar. True/False

TRUE

188

Once you define a custom fiscal year structure, your company can not return to the standard fiscal year calendar. (Single Choice)TRUEFALSE

TRUE

189

Once you save a PDF quote, the file is automatically emailed to the customer.A. TrueB. False

B. FalseYou have the option to save the quote without emailing it, or to save an email it to the customer.

190

One of your users receives an error message when they try to login. Where could you look to troubleshoot the issue?

The login history related list on the user record

191

Only users with Create and Customize" permission can access the Report? True/False

TRUE

192

Opportunity products can be linked in a Lookup Relationship : True / False

FALSE

193

org wants to create a follow up task based on a field change. Which is the best way to do it? a. Workflows b. Rollup summary c. Assignment rules d. Record types e. Workflow approvals

a

194

Organization Name

Name of the organization. Up to 80 characters are allowed in this field.

195

Organization Wide Defaults

Determines access to records you do NOT ownPublic Read/Write - all users can view, edit, search, report and add relatedPublic Read/Write/Transfer - can also change ownership and delete*** For case owners to view account, they must have at least Read or add accessOWD-ROle Hierarchy-sharing rules-manual sharing rules

196

Organization wide defaults set the default level of access users have to records they do not own. True or False?

TRUE

197

Organization wide defaults set the default level of access users have to records they do not own.True or False?

TRUE

198

Organizationwide defaults are set to private. Kathy is assigned the US sales director role. Jennifer is assigned to the EMEA sales director role. Phil is assigned to the US sales rep role. Keeping in mind the role hierarchy, which of the following statements are true regarding Cathy's access to opportunities? (Select all that apply) A. Kathy can view and edit her own opportunity B. Kathy can view and edit Jennifer's opportunity C. Kathy can view and edit Phil's opportunity D. Kathy can view but cannot edit Phil's opportunity E. Kathy can view but not edit Jennifer's opportunity.

A Kathy can view and edit her own opportunity C Kathy can view and edit phils opportunity

199

Organizationwide defaults are set to private. Kathy is assigned the US sales director role. Jennifer is assigned to the EMEA sales director role. Phil is assigned to the US sales rep role. Keeping in mind the role hierarchy, which of the following statements are true regarding Cathy's access to opportunities? (Select all that apply)A. Kathy can view and edit her own opportunityB. Kathy can view and edit Jennifer's opportunityC. Kathy can view and edit Phil's opportunityD. Kathy can view but cannot edit Phil's opportunityE. Kathy can view but not edit Jennifer's opportunity.

A & C

200

Organization–Wide Default Sharing Rule for Calendar Access Default is as Follows: A. Hide Details B. Hide Details and Add Events C. Show Details D. Show Details and Add Events

B

201

Out of the following field types which can be a dependant field AND also a controlling field in a dependant picklist combination – Standard Picklist – Custom Picklist – Custom Picklist with Multi–select – Standard Checkbox – Custom Checkbox

– Custom Picklist

202

Out of the following field types which can be the controlling field in a dependant picklist combination – Standard Picklist – Custom Picklist – Custom Picklist with Multi–select – Standard Checkbox – Custom Checkbox

– Standard Picklist – Custom Picklist – Standard Checkbox – Custom Checkbox

203

Out of the following field types which can be the dependant field in a dependant picklist combination – Standard Picklist – Custom Picklist – Custom Picklist with Multi–select – Standard Checkbox – Custom Checkbox

– Custom Picklist – Custom Picklist with Multi–select

204

OWD default setting for accounts is private. A manager resides above the team in the role hierarchy and wants to share team account summary within her team. Which feature can extend the viewing privileges to the team to allow them to see a summary of the teamís data. (Choose 2 answers)Specifying herself, as the running user of a dashboard.Specifying herself, as the running user of a report.Dashboard folder access.Report Folder access.

Specifying herself, as the running user of a dashboard.Specifying herself, as the running user of a report.Organization-wide default settings specify each object's default access level for users in your organization. If an object's default access level is Public, users with enabled object permissions (ìRead,î ìCreate,î ìEdit,î or ìDeleteî) may be able to access records that they don't own. For example, if the default access setting for the account object is Public Read/Write, then any user with the ìReadî permission on the account object can view any account record. When setting organization-wide defaults, you want to make sure you don't let portal users see objects they shouldn't access.The Sharing Organization-Wide Defaults reportóone of the portal health check reportsólists standard and custom objects and the default access setting for each object. You can use this report to review and edit the organization-wide default settings that may expose records to portal users.

205

Page layouts are assigned to users based on Select the correct choice a. Layout Properties b. Salesforce Golden Rules c. Default settings d. Assignment Settings e. Profile Settings

E

206

Partner portal and customer portal users aren't required to activate computers to log in. A. True B. False

A

207

Permissions are organized by assigned apps, object and tabs, app permissions, Apex class access, visual force page access, system permissions, desktop client access, login hours, login IP ranges and service providers. A user complains that he is denied access to http://na1.visual.force.com/apex/myhome. He claims he should have access to it. Where will you go to edit the user's profile and grant him access the above URL? A. Login hours B. Login IP ranges C. Visual force page access D. System permissions

C. Visual force page access

208

Personal Tags can not be shared True / False

TRUE

209

Personalizing SFDC: If I want to update my personal info, email settings, etc. I have to: A. Contact head office B. Click “set up” in salesforce.com and edit my info

B

210

Phone

Main phone number at organization. Up to 40 characters are allowed in this field.

211

Picklist dependency rules are not enforced during Import True / False

TRUE

212

Pie Donut Chart

Dashboard chartEach wedge reps data from grouping (like activities per sales person)Can summarize the dateUse to compare shares of grand totalUse donut to display grand totalCompare shares*** A pie chart or a donut chart is good for showing the relative shares of different quantities. Use the component data tab to select the values your pie or donut chart will compare.

213

Place the following steps in the correct order to set up Salesforce for Outlook:1. Users and profiles must be assigned to an Outlook configuration2. Users must begin syncing records across platforms3. Salesforce for Outlook must be downloaded to the machine4. An Outlook configuration must be created.

Correct Order = 4, 1, 3, 2

214

Primary Contact

"Person who is main contact or administrator at the organization. You can enter a name, or select a name from a list of previously defined users. Up to 80 characters are allowed in this field."

215

Printable View does not Save all the report formatting.

FALSE

216

Profiles Control...

* Which standard and custom apps users can view* Which tabs users can view* Which record types are available to users* Which page layouts users see* Object permissions that allow users to create, read, edit, and delete records* Which fields within objects users can view and edit* Permissions that allow users to manage the system and apps within it* Which Apex classes and Visualforce pages users can access* Which desktop clients users can access* The hours during which and IP addresses from which users can log in* Which service providers users can access (if Salesforce is enabled as an identity provider)

217

Put the following steps in order to set up Google AdWords to work seamlessly with Salesforce.1. Convert leads into new customers2. Advertise your business on Google3. Capture leads on your website

Correct order = 2, 3, 1

218

Put the steps for creating a web–to–lead/case in the correct order – Create or activate a rule that determines HOW leads/cases are assigned – Create any needed queues – Enable web–to–lead/case – Create needed custom fields and specify how they map when the lead is converted – Create any necessary email templates – Cretae or activate rules to send targeted email responses – Set the default lead status

Custom Fields – Create needed custom fields and specify how they map when the lead is converted – Set the default lead status Queues – Create any needed queues Email Templates – Create any necessary email templates Assignment Rules – Create or activate a rule that determines HOW leads/cases are assigned Auto–Response Rules – Create or activate rules to send targeted email responses Web–to–lead/case – Enable web–to–lead/case

219

Put these processes from workflowin order of when they are evaluated 1. Auto–Response Rules 2. Escalation Rules 3. Validation Rules 4. Workflow Rules 5. Assignment Rules

3. Validation Rules 5. Assignment Rules 1. Auto–Response Rules 4. Workflow Rules 2. Escalation Rules

220

Q4:When troubleshooting record level access for a user, which step is not needed?A. Verify the system permissions on the profile overview pageB. Check the user's role in relation to the record ownerC. Review sharing rules & manual shareD. Review territories if enabled for your organization

D

221

Q5: Which items provide users access to a record?A. Record ownership, Org wide sharing defaults, role hierachyB. Sharing rules, manual sharing, account team and territoriesC.Implicit access from an associated child record such as a case, contact, or opportunityD. answer choice A & BE. All of the above

E

222

Q6: True or False: A lookup field used in the report thatís not accessible to the user might be preventing the user from viewing the report.

FALSE

223

Queues can be setup for which objects? (check all that apply) A. Leads B. Accounts C. Opportunities D. Custom Objects E. Cases

A D E

224

Queues cannot be created on which Object in salesforce.com? A. Lead B. Case C. Account D. Custom Object

C. Account

225

Queues cannot be created on which Object in salesforce.com? A. Lead B. Case C. Account D. Custom Object

C. Account

226

Recent Item and Look up Hover Views use the A. Sidebar B. Edit Page C. List Views D. Related Lists

A

227

Recent item and Lookup Hovers use the Record Mini Page. True False

TRUE

228

Recent Items use the? A. Edit Pagelayout B. Detail Pagelayout C. Sidebar D. Related List

C

229

Record locking prevents users from editing a record only if they have certain field–level security or sharing settings.

FALSE

230

Record Type may determine the default value of a picklist field. A. True B. False

A

231

Record type picklist filtering applies to dependent picklists. True / False

TRUE

232

Record types allow you to offer what three things to different users based on their profiles?

Business processesPicklist valuesPage layouts

233

Record Types are not available in Select the right choice mmm a. Developer Edition b. Enterprise Edition c. Unlimited Edition d. Professional Edition

d

234

Record types are used to implement custom business processes by associating them to specific A. Objects B. Page Layouts C. Records D. Campaigns

B

235

Record Types impact three (3) areas of the UI for a user

1. page layout2. picklist values3. business processes

236

Records & Record Detail Pages: I can edit data for multiple records at once by selecting each of them within a list view, clicking on one of the records, and choosing the field to edit for all. A. True B. False

A

237

Records & Record Detail Pages: SFDC lets me print list views for Accounts, Campaigns, Cases, Contacts, Leads, or Opportunities. A. True B. False

A

238

Records & Record Detail Pages: What is NOT true of hover links in SFDC? A. Hover links can be found on record detail pages (for leads, opportunities, etc) B. Top of page hover links often provide a summary of information found on the bottom of a page so I don’t have to scroll down to see important activity history, notes, etc C. Just about every link in SFDC can be hovered over, and a summary window will pop–up. D. When I hover over them, I begin to levitate in my chair E. Hover links are cool and will save me some time when researching info about accounts, leads, opportunities, etc.

D

239

Records in the recycle bin do NOT count against your organization's storage limits a. True b. False

a

240

Regarding the process for ensuring the right agent works on each case as soon as it's created, which service cloud feature contributes to a more efficient and automated routing process? Case assignment rules validation rules case escalation rules case queues

Case assignment rules and case queues

241

Regarding the process for ensuring the right agent works on each case as soon as it's created, which service cloud feature contributes to a more efficient and automated routing process?Case assignment rulesvalidation rulescase escalation rulescase queues

Case assignment rules and case queues

242

Regardless of what language is selected on the user record, all online help is displayed in the organization default language. A. True B. False

B

243

Regional sales users at Universal Containers sell to both business and consumer accounts. However, sales users are unable to see the set of stages that apply to consumer opportunities.How can an administrator correct the problem?A. Remove all but one record type from the regional sales team profileB. Check for a validation rule that restricts the visibility of the opportunity stagesC. Assign the relevant record types and sales processes to the regional sales team profileD. Ensure that regional sales users are routing consumer opportunities to the appropriate approver

C. Assign the relevant record types and sales processes to the regional sales team profile

244

Related Lists display the many side of a one–to–many relationship A. True B. False

A

245

Relative Dates in Report

Today Tomorrow Yesterday Last week

246

Report are available on the following tabs A.Home tab B.Report Tab C.Opp Tab D.Account tab E.Contacts Tab

B Users can access reports from the Report Tab, an objects home page, a reports URL, a scheduled mail and custom links

247

Report charting is only available for: a. Summary and Matrix reports b. Tabular and Summary Reports c. Tabular and Matrix reports. d. Tabular, Summary and Matrix Reports

a. Summary and Matrix reports

248

Report charting is only available for:Tabular and Summary ReportsTabular and Matrix reports.Tabular, Summary and Matrix ReportsSummary and Matrix reports

Summary and Matrix reports

249

Report columns or fields

Select the fields you want to appear in the "preview section?

250

Report Format

How you want to data organized:Tabular, Summary, Matrix and Joined

251

Reports and views are not renamed based on the new label value A. True B. False

A

252

Reports are available on the following tabsReport TabOpp TabAccount tabContacts TabAll the above*** Was on test

All the above

253

Reports show only the information you can access where as Dashboards show information which you even cannot access. A. True B. False

A

254

Restricted Logins Current Month

Number of restricted login users who have logged in during the current month.This value resets to zero at the beginning of each month. The maximum number of restricted login users for the organization is in parentheses.

255

Role hierarchy should normally mimic the org structure.A. TrueB. False

B. FalseRole Hierarchy does not have to mimic the org structure; Rather, it serves as a security function for accessing data in salesforce.com.

256

Roles are available in Personal and Group edition A. True B. False

B

257

Roll–up summary and formula fields are always read–only on detail pages. A. True B. False

A

258

Roll–up Summary fields and formula fields are always read only on detail pages and are available on edit pages. A. True B. False

B

259

Roll–up summary fields are not visible to users if they reference fields the user can't see. A. True B. False

B

260

Running User concept in Dashboard allows users to view Data which normally they can not view? A. True B. False

A

261

Running User concept in Dashboard allows users to view Data which normally they can not view? A. True B. False

A. True

262

Sales managers need to view and report on sales revenue across an entire company without having access to a custom object that tracks personal time off requests.Which permission should a system administrator enable in a custom profile to meet this requirement in a private sharing model?A. "Read for Accounts"B. "View All Data"C. "Read for Opportunities"D. "View All for Opportunities"

B. "View All Data"

263

Sales methodology means an industry-recognized standard sales process.A. TrueB. False

B. FalseSales methodology means a standard sales process, but it can be a home grown process, not necessarily an industry-recognized one.

264

Sales Rep Phil Smith has an opportunity for $50,000 in the Commit stage. Which aggregates on Phil's forecast will include this amount? (Select all that apply)A. PipelineB. Best CaseC. CommitD. Closed

A and B and C

265

Sales representatives at Universal Containers should be notified any time support cases related to accounts they own change status.How can a system administrator accomplish this?A. Enable field history tracking to send an email alert to the account ownerB. Create a workflow rule to send an email alert to the account ownerC. Create an escalation rule to notify the account ownerD. Create an auto-response rule to send an email alert to the account owner

B. Create a workflow rule to send an email alert to the account owner

266

Sales reps must use the same system to manage calendars and to document meetings.A. TrueB. False

B. False

267

Sales should evaluate lead quality and provide feedback to marketing.A. TrueB. False

A. True

268

Sales User is a standard profile. A. True B. False

B

269

Sales users at CV Systems can only create certain type of opportunities, but they can view Opportunities. of any type. Which option is correct?Assign the different page layout to each record type .Create a validation rule to prevent sales users from selecting the incorrect record type.Assign the appropriate Opportunity record types to each sales user profile.Create a workflow rule to prevent sales users from selecting the incorrect record type.

Assign the appropriate Opportunity record types to each sales user profile.

270

Salesforce Console only displays views that were previously created. True False

TRUE

271

Salesforce is which of the following A. Salesforce Automation B. Marketing Management C. Customer Support Management D. Campaign Management

A B C

272

Salesforce.com archives older activities according to which of the following conditions: 0. Closed Events 180 days old 1. Events with a due date greater than 365 days old 2. Open tasks with a due date greater than 365 days old 3. Closed tasks with a due date greater than 365 days old 4. Closed tasks without a due date that were created more than 365 days ago

134

273

Salesforce.com processes any rules in what order?

1. Validation rules 2. Assignment rules 3. Auto–response rules 4. Workflow rules (with immediate actions) 5. Escalation rules

274

Salesforce.com record Id’s are Identical in? A. Production and Config Only Sandbox B. Production and Developer Sandbox C. Production and Full Copy Sandbox D. Record Id’s are always different in different environment

C. Production and Full Copy Sandbox

275

Salesforce.com record Id’s are Identical in? A. Production and Config Only Sandbox B. Production and Developer Sandbox C. Production and Full Copy Sandbox D. Record Id’s are always different in different environment

C. Production and Full Copy Sandbox

276

Salesforce.comOrganization ID

Code that uniquely identifies your organization to†salesforce.com.

277

SalesforceLicenses

"Number of†Salesforce†user accounts that can be defined for access to the service. This is the number ofSalesforce†user licenses for which the organization is billed, if charges apply."

278

Scheduled reports run in the time zone of the user who schedules the report. A. True B. False

A

279

Searches and Filters that take a long time may be cancelled ? A. True B. False

A (By Pressing Esc key)

280

Select all that are custom field types. (check all that apply) A. Phone B. List Box C. Number D. Percent E. Email

A C D E

281

Select all which are true about Contacts Objects a. Can be associated with an Account b. Has to be associated with an Account c. One contact can belong to multiple Accounts d. One Account can have multiple Contacts

b d

282

Select the best component to use if you want to list the top five sales performers on a dashboard. A. Chart B. Table C. Metric D. Gauge

B

283

Select the option that is NOT true of opportunities: A. I should use consistent naming conventions when identifying my opportunities (ex: Account Name – Package offered) B. Expected Revenue is automatically generated by multiplying the Amount field by the Probability Field (I do not need to add this figure) C. Close Date should be the “best” guess as to when I will close a deal D. The amount field is not for the estimated amount of the sale, but dollar amount I will pay Bill Nuttall for processing my order. E. Probability is the confidence factor that I will win the Opportunity, and is typically based on the Stage Value

D

284

Select the option that is NOT true of the “stay in touch” feature in SFDC: A. I can use this feature to update contact information in one click via email – this keeps my customer data up–to–date. B. I can send single emails, or mass emails, to all of my existing accounts or prospects. C. It rubs my feet before I go to bed each night.

C

285

Select the order in which the Workflow actions fire in Salesforce. A. Field Updates, Outbound Messages, Email Alerts, Tasks B. Field Updates, Tasks, Email Alerts, Outbound Messages C. Apex before Triggers, Apex after Triggers, Workflow Rules D. Email Alerts, Outbound Messages, Field updates

B

286

Select the user permissions which override field–level security (Select all that apply): A. Modify All Data B. View All Data C. Configure UI D. View Encrypted Data

A B D

287

Select two types of Salesforce.com licenses.CRMSalesforce PlatformProfessionalEnterpriseDeveloper** Was on test

CRMSalesforce Platform

288

Select which is Not Applicable. What does a Page Layout control Select the choice which in NOT applicable a. How detail and edit pages are organized b. Page section customizations c. Which fields, related lists, and Custom Links a users sees d. Rollup summary e. Field properties – visible, read–only and required

d

289

Set up a custom validation (What are the steps?)

1. State business requirements2. Break down the requirements and state error condition (You cannot save opp if you do not have a close date)3. Express the error condition as a bolean statement4. Compase the error message

290

Settings determine what users can see in the user interface. Which of the following settings can be modified by an administrator? (Choose all that apply) 1. Apps 2. Customize app 3. Tabs 4. Run reports 5. Record types 6. Mass emails 7. Page layouts 8. Create leads

Apps, Tabs, Record Types, Page Layouts, Fields

291

Settings determine what users can see in the user interface. Which of the following settings can be modified by an administrator? (Choose all that apply)1. Apps2. Customize app3. Tabs4. Run reports5. Record types6. Mass emails7. Page layouts8. Create leads

Apps, Tabs, Record Types, Page Layouts, Fields

292

SFDC allows me to add a reporting hierarchy (or organization chart) to my contacts. This way I can better understand the structural dynamics within the businesses I am selling to, and remember who to contact for certain aspects of a sale. A. True B. False

A

293

Sharing rules can be formed on the following except: a. Custom objects b. Standard objects c. Junction Objects d. Objects on managed packages

d

294

Side-by-side charts

Chart type: multiply groupingsEach source is represented by bar on the graphcompare values

295

Specifying a running user" in dashboard means a. Any user above running user can edit and delete the dashboard b. Any user below running user can view only their own records c. Any user can view all records that the running user role can view d. Only the running user can view the dashboard"

c

296

Specifying a ìRunning Userî in dashboard means?1) Any user above running user can edit and delete the dashboard2) Any user below running user can view only their own records3) Any user can view all records that the running user role can view4) Only the running user can view the dashboard

Any user can view all records that the running user role can view

297

Spring \'11 includes a managed version of Chatter Desktop for enterprise deployments, and administration controls for controlling access to Chatter Desktop in your organization. True / false

TRUE

298

Stacked Bar

Chart type: multiply groupingsDisplay proportions between valuesDisplays a single bar for each primary value, with secondary values shown on the same bar

299

Stacked to 100%

Chart type: multiply groupingsUse for proportions between values in the groupAll bars are the overall same length (colored markings are different sizes to indicate different values)

300

Standard Fields are?

Created by SF and comes in Org. Field properties not editable.

301

Standard Fiscal Years are for companies that break down their fiscal years,quarters and weeks in to fiscal periods. True False

TRUE

302

Standard Fiscal Years are periods that follow Gregorian calendar, but can start on the first day of any month of the year. A. True B. False

A

303

Standard fiscal years must start on January 1st.A. TrueB. False

B. FalseStandard fiscal years follow the Gregorian calendar, but can use any month as the beginning month.

304

Standard picklists can be the controlling field but not the dependent in a field dependency True / false

TRUE

305

Standard reports are visible through the Reports search.

FALSE

306

Standard users can import a maximum of how many account records in a session a. 500 b. 5000 c. 50000 d. 500000

A

307

State/Province

"State or province portion of userís address. Entry is selected from a picklist of standard values, or entered as text. Up to 80 characters are allowed if the field is a text field."

308

Steps for login authorization..

Check profile login hours

309

Steps to install an app in AppExcahnge?

Login ––> Examine App ––> Configure Security ––> Customize ––> Deploy

310

Streaming API Events Last 24 Hours

The total number of†Streaming API†events used by the organization in the last 24 hours. The maximum number of events depends on your edition.

311

Summary Reports

1. Records sorted into groups with subtotals2. Ex: Opportuity by stage

312

Summer 14'– what is the new change to the Salesforce for Outlook installation?

With the Summer'14 release Salesforce for Outlook uses a modified installation routine. It now needs to install for each user on the machine as it installs into the current users %appdata% folder not to the Program Files location as with previous versions. There are quite a few benefits to this as it reduces potential permissions issues at install around file access in various folders..

313

System Administrators have this permission by default. 0. None of these 1. Report Wizard 2. Report Builder 3. Both Report Wizard and Report builder

2

314

T or F. Activities can be associated to most standard objects. In order to link an activity to a custom object, you must ensure that the “Allow Activities” checkbox is enabled for the object.

TRUE

315

T or F. Deleted records are stored in the Recycle Bin for 10 days before they are permanently removed.

False. 15 days

316

T or F. Field access settings dont override user permissions.

TRUE

317

T or F. Field level access trumps the ViewAll or ModifyAll permissions.

TRUE

318

T or F. Formula fields are read only.

TRUE

319

T or F. Formula fields cannot reference several field types, including (but not limited to): Text Area (Long), Text Area (Rich), Picklist (Multi–Select).

TRUE

320

T or F. OWD setting override user permissions.

FALSE

321

T or F. Record Types can be deleted if they are referenced in the APEX.

False.

322

T or F. Role access setting override user permissions.

FALSE

323

T or F. Sidebar search returns custom fields if the values are unique

FALSE

324

T or F. Tasks are moved from “Open Activities” to “Activity History” when the task status is “Closed”

TRUE

325

T or F. The 15 digit Record ID is case sensitive.

TRUE

326

T or F. Users can restore records they delete. Sys Admins can restore records deleted by any user.

TRUE

327

T or F. When deleting a custom object, some data loss may occur even if the custom object is undeleted.

TRUE

328

T or F. You can create, edit, delete, and undelete standard objects.

False. Custom objects only

329

T or F. You can enable Chatter in your organization without updating to the new look and feel?

False. Enabling Salesforce Chatter also enables the new user interface theme, which updates the look and feel of Salesforce.com.

330

T or F. You can store up 25x the amount of data as allowed by your org.

TRUE

331

T or F. You cannot update custom object permissions on standard profiles, only on custom profiles.

TRUE

332

T or F: Changes you make to records while using Connect Offline are lost.

False: Changes you make to records while using Connect Offline are evaluated by workflow rules when you synchronize.

333

T or F: Saving or creating records can trigger one rule. mmm

False; Saving or creating records can trigger more than one rule.

334

T or F: There are no exceptions to the role heirarchy based sharing?

False Contact sharing rules do not apply to private contacts. Notes and attachments marked as private via the Private checkbox are accessible only to the owner and administrators. n option on your organization–wide default allows you to ignore the hierarchies when determining access to data. Events marked as private via the Private checkbox are accessible only by the event owner. Managers in the role hierarchy cannot view or edit their subordinate's records if they do not have the “Read” or “Edit” user permissions for the type of record. Object permissions are set on a user's profile.

335

T or F: Workflow rules on custom objects are automatically deleted if the custom object is deleted.

TRUE

336

T or F: Workflow rules trigger automatically and are visible to the user.

False: Workflow rules are invisible to the end user.

337

T or F: You can create email alerts for workflow rules on activities.

False: You can't create email alerts for workflow rules on activities.

338

T or F: You can use cloud scheduler to send meeting invites to contacts or leads or person accounts you don't have visibility to.

False. You must have at least read access to the contacts, leads and person accounts that you request a meeting with.

339

T or F: You can't package workflow rules with time triggers.

TRUE

340

T/F – Sharing rules are used to restrict access.

False. Sharing rules can only expand access.

341

Tab settings allow System Admin to customize which tabs are visible to users True / false

TRUE

342

Table

Dashboard componentEach row displays data from summary romSet pf report data in a column formEx: See top 20 account opps, use for leaderboardsCan display user photos when used/ shown in Chatter

343

Tabular Reports

1. A simple list of records2. Used for mailing lists and activity reportsDoes NOT display sums

344

Talk about dependent picklists

WOrks with controlling pick listsThe controlling fields can be:Standard PicklistMulti picklistStandard check boxcustom checkboxThe dependent field can only be custom or multi picklist

345

Talk about field history tracking:How many fields can you track

You can track up to 20 fieldsThe logs shoe:User making the changeDate and time of changeOld and new values

346

Talk about record types

Can be assigned by profile or permission setsCan implement business processes by assigning certain page layouts

347

Task Records are to–do" lists, are date sensitive, and must be completed before they move to my Activity History. True/False

TRUE

348

The Account Access, Contact Access and Opportunity Access options depend on your sharing model a. True b. False

a.True

349

The account owner, opportunity owners, and case owners may or may not be the same user.

TRUE

350

The Account owner,Oppurtunity Owners and case owners A. Has to be the same user B. Has to be from the Same Profile C. Has to be from the same Role D. Can be different Users

D

351

The administrator changes the organization time zone from pacific daylight" to "central". Which users will be affected? a. All users in pacific timezone b. None c. All users in central timezone d. All users in the organization"

b

352

The administrator wants to create 3 custom fields: an auto–number, a text field and a picklist. Is it possible? a. Yes b. No, because auto–number is a standard field c. No, only multi select picklist can be custom created d. No, only 1 custom field can be created per object

a

353

The administrator wants to track data over a period of time. Which graph would he use? a. Line b. Horizontal bar line c. Pie d. Table

a

354

The automated case user will be listed on the case history for all actions that are system defined, including: A. When a case is automatically assigned using assignment rules B. When a case is escalated C. When a case is created online via Web–to–Case D. When a Workflow is Triggered

A B C

355

The Campaign ROI Analysis Report uses what calculation to determine the ROI percentage for a campaign?

(Amount of Won Opportunities minus Actual Cost) / Actual Cost

356

The Campaign ROI Analysis Report uses which of the following calculations to determine the ROI percentage for a campaign? A. Total Amount of Opportunities / Expected Revenue B. Amount of Won Opportunities / Budgeted Cost C. Expected Revenue / Budgeted Cost D. (Amount of Won Opportunities minus Actual Cost) / Actual Cost

D

357

The Chatter App contains what 5 default tabs?

Chatter, Profile, People, Groups, Files.

358

The cloud scheduler has which capability?Choose 2 answers:A. The cloud scheduler can be enabled at the user profile levelB. The cloud scheduler allows users to view available meeting times on lead and contact calendarsC. Salesforce can automatically propose multiple meeting times based on Salesforce user calendarsD. A custom logo can be added to the meeting request email sent to a contact or lead.

C. Salesforce can automatically propose multiple meeting times based on Salesforce user calendarsD. A custom logo can be added to the meeting request email sent to a contact or lead.

359

The company wants all opportunities associated with an account to be added in and displayed on the account record detail page. Is it possible? a. Yes, workflow rule b. Yes, custom summary field c. Yes, roll up summary field d. No, accounts cannot be edited

C

360

The Console's center frame is the detail page view of any record selected from any of the console's other frame. True False

TRUE

361

The Create New Folder link will only be visible to users with which permission a. Manage Public Documents b. Manage Documents c. Edit Documents d. Create Public Documents

A

362

The Data Loader can load up to ______________ record.

no limit

363

The difference between an opportunity record type and a sales process is: A. The sales process controls the stage field, the record type controls all other picklist fields B. The record type controls the stage field, the sales process controls all other picklist fields C. The record type controls the picklist fields D. The sales process controls all picklist fields

A

364

The Director of CV system trying access Content Tab but unable to see Content tab, How would Admin enable the Content tab for user?Profile settingsRole settingsTab settings for Director RoleNone of the answers

Profile settings

365

The Director of Sales wants a report that meets the following criteria: All accounts in NY, MA, PA and NJ Account rating of Hot" or Annual Rev over $8M .The report must meet the state criteria but can optionally meet the account rating or the annual revenue. Which report format would you use to create this custom report?"

The Tabular Report

366

The Director of Sales wants a report that shows the Opportunity pipeline for the current and next fiscal quarters. This report should be grouped by Sales Rep and Opportunity Stage.Which report format would you use to create this custom report?

The Summary Report

367

The Director of Sales wants a report that shows the trending performance of his sales reps. He would like to see the trend by month, with a review of the previous 6 months. Which report format would you use to create this custom report?

Matrix Report.

368

The Documents tab does NOT contain version control capabilities a. True b. False

a

369

The following are all characteristics of what type of field? – universally required on Save – Auto– added to all page layouts – Cannot be hidden – Editable on all profiles (FLS) – Not for picklists or text area (long)

These are all characteristics of a Required field

370

The following are all statements about what? – is a client application it accesses Salesforce data from outside of Salesforce – you must log in with your username and password because it is a client app – if you are logging in from an untrusted location a security token will be required – uses the Salesforce AP. This is a set of rules that allow outside programs to interface with your Salesforce data.

These all relate to the Data Loader application

371

The Force.com Data Loader is supportsÖ (Choose 3 answers)Performs a rollback of a transaction.Insert records for two different objects in a single call.Import data into custom objects.Perform insert and update operations across a set of records.Load more than 50,000 records at a time.

Import data into custom objects.Perform insert and update operations across a set of records.Load more than 50,000 records at a time.

372

The Force.com platform provides which of the following are application building blocks? (Select 3 answers.)ButtonsObjectsFormsClassesTabsPage Layouts

ObjectsTabsPage Layouts

373

The Forecast Category on the Opportunity record maps directly, on a one-to-one basis, to the aggregates on the Forecast tab.A. TrueB. False

B. False

374

The formatting of reports is maintained when it is exported via Printable View. A. True B. False

A. True

375

The formula editor may be used all of the following places EXCEPT a. S–Control b. Formula Field c. Default values on Standard Fields

c

376

The formula editor may be used all of the following places EXCEPT: A. S–Control B. Formula Field C. Default Values on Standard Fields D. Workflow Field Updates

C

377

The Import wizard can load up to ___________ records.

50, 000

378

The marketing department at CV Systems has been running several Campaigns to target existing Contacts within a sales region. What solution should a consultant recommend to know the effect of the Campaigns on Opportunities. (Choose 2)Add a Rollup Summary field on Accounts that references the associated Campaigns.Add Contact records as Campaign members to identify Campaign influence.Add the Campaign Influence related list and run the Campaigns with Influenced Opportunities report.Add the Contact Roles related list to include associated Campaigns in the Campaign influence.

Add the Campaign Influence related list and run the Campaigns with Influenced Opportunities report.Add the Contact Roles related list to include associated Campaigns in the Campaign influence.

379

The marketing team at Universal Containers use a web to lead form to capture leads from its website and a lead assignment rule to assign the leads to the appropriate sales representatives.How can a system administrator ensure that all leads are handled even when they do not meet the assignment criteria?A. Specify a default lead ownerB. Specify a default lead creatorC. Create an escalation rule to route unassigned leadsD. Create a validation rule to route unassigned leads

A. Specify a default lead owner

380

The Marketing User checkbox on a user record allows users to do which of the follow actions(Multiple correct answers): A. Create campaigns B. Edit campaigns C. Delete campaigns D. Configure advanced campaign setup E. Use the campaign import wizard

ABCD

381

The Mass Transfer import wizards can transfer up to _________ records.

250

382

The maximum number of values in contolling picklists is the same as in dependent picklists. True / false

FALSE

383

The mini view does not display if the record in the detail view does not have records associated with it. True False

TRUE

384

The native mass email functionality is not recommended for marketing.A. TrueB. False

A. TrueInstead, encourage customers to check out partner email marketing options.

385

The new charting engine allows for greater customization and creation of charts including:

Bar Line Funnel Donut Pie Combo Charting

386

The NPSP Administrator needs to migrate the data from an external org to a brand new org and needs to include the dataís original System audit trail fields (Created by, Created date, Last modified by, Modified date). How can we achieve this ?Contact Salesforce.com Support to enable API access to System Fields.We cannot insert the values for System audit trail fields.System Admin can enable API access to System Fields.None of these.

Contact Salesforce.com Support to enable API access to System Fields.

387

The number of business hours that can be set for the organization to operate: A. 10 B. 20 C. 30 D. Unlimited

D

388

The number of calculated values per report. 5 10 20 2 15 6

5

389

The number of formulas in a Custom summary formula is limited to A. 5000 B. 3900 C. 4000 D. 3000

B

390

The opportunities fields of the campaign statistics section on a campaign detail page will only be populated for the campaign designated as the primary campaign source? A. True B. False

A

391

The org wide default is set to private. Phil smith the owner of ABC account is a US Sales Rep reporting to the US Sales Director. The users in the US sales rep role can edit ALL oppurtunities associated with the accounts they own. Tim an EMEA sales rep owns an oppurtunity associated with the ABC account.Identify the correct role access. A. Phil can view but cannot edit Tims ABC oppurtunity B. TIM cannot VIEW / EDIT phils account C. Phil can EDIT and VIEW Tims ABC oppurtunity D. Tim can VIEW and EDIT Phils account E. Tim can VIEW but cannot EDIT phils account.

C E

392

The organization wants users to view the details of the calendar of the accounts and the ability to add events. What should be the OWD for it? a. Hide details b. Show details and add events c. Hide details and add events d. Add events

b

393

The organization wide default is set to private and all object permissions are enabled. Can the East sales director role view data owned by the West sales director role?

NoThere is no lateral sharing of access. Therefore, the East sales director cannot view data owned by the West sales director.

394

The organizationwide default is set to private. Phil Smith, the owner of the ABC labs account, is a US sales rep reporting to the US sales director. The users in the US sales rep role can edit all opportunities associated with the accounts they own. Tim, an EMEA sales rep, owns an opportunity associated with the ABC labs account. Identify the correct role access (select all that apply). A. Phil can view but cannot edit Tim's ABC labs opportunity B. Tim cannot view or edit Phil's account. C. Phil can view and edit Tim's ABC labs opportunity. D. Tim can view and edit Phil's account. E. Tim can view but cannot edit Phil's account.

.C. Phil can view and edit Tim's ABC labs opportunity. E. Tim can view but cannot edit Phil's account.

395

The organizationwide default is set to private. Phil Smith, the owner of the ABC labs account, is a US sales rep reporting to the US sales director. The users in the US sales rep role can edit all opportunities associated with the accounts they own. Tim, an EMEA sales rep, owns an opportunity associated with the ABC labs account. Identify the correct role access (select all that apply).A. Phil can view but cannot edit Tim's ABC labs opportunityB. Tim cannot view or edit Phil's account.C. Phil can view and edit Tim's ABC labs opportunity.D. Tim can view and edit Phil's account.E. Tim can view but cannot edit Phil's account.

C & E

396

The quotes syncing process synchronizes updates between:A. Different sales reps working on the same quote.B. Various products in an opportunityC. A quote and the opportunity it was created fromD. Different quotes created from the sames opportunity

C. A quote and the opportunity it was created from

397

The record owner is a user or a queue that has control or rights to a particular data record.

TRUE

398

The relationship group wizard lets you create and edit relationship groups regardless of field–level security. A. True B. False

A

399

The Report Builder is different from the Report Wizard.

TRUE

400

The Salesforce Console is an example of what? 0. API 1. Third Party Web integration/Application 2.UI 3. Java Script

2