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94 Cards in this Set
- Front
- Back
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Name three benefits of the cloud computing model.
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1) Multi-tenant
2) Pay-as-you-go 3) Automatic Upgrades 4) Real-time 5) Five times faster |
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Opportunities and Quotes are a part of which Cloud?
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Sales Cloud
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Applications are built on which platform?
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Force.com
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What is a Trusted IP Range?
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A list of IP Addresses that have been activated for accessing Salesforce.com
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To which email address does Salesforce CRM send an activation message?
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The email address of the user whose identity is being confirmed.
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Salesforce for Microsoft Outlook is which type of Client?
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API
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Is Identity Confirmation necessary if a User's IP Adress is known and browser cookie exists?
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No
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Name three fields not supported by inline editing.
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1) System Fields
2) Calculated Fields 3) Read-Only Fields 4) "Special" Fields (Owner, Record Type, etc.) |
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True or False: Some end users can display different fields on search results from other end users.
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True, as long as the administrator has selected the field as one available for search results.
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True or False: Your logo must first be uploaded to the Documents tab to be included in a branded meeting request.
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True
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Name three settings on the Company Information page that administrators can edit
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1) Default Locale
2) Default Language 3) Default Time Zone 4) Newsletter Settings |
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Where would you make a field required?
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There are two places where you can make a field required. When you create certain types of custom fields, you can check the Required Properties checkbox upon creation. You can also set the properties of a field to required on the page layout.
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What do organization-wide defaults control?
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Defines the baseline level of access to data records for all users in the organization.
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How does a profile differ from a role?
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Profile controls how a user sees records (record types, page layouts, fields, etc.) and what a user can do (C-R-E-D) with records. Role controls the level of visibility that users have to organization's data.
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Why are sharing rules used?
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To open up access to records you wouldn't naturally get through organization-wide defaults and role hierarchy. They are the exceptions to the organization-wide defaults.
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When would you choose to build a public group?
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To simplify the number of sharing rules built or when defining folder or list view access.
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Who can manually share records?
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The owner of the record, anyone above the owner in the role hierarchy, and the system administrator profile.
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How are folders used?
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To organize, Documents, Reports, Dashboards and Communication Templates
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Why utilize Account Teams and Sales Teams?
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Teams are used for collaboration, sharing, and for reporting purposes.
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Define Salesforce CRM workflow
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A set of functionality that allows administrators to more efficiently standardize around internal procedures and automate elements of business processes.
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List the workflow actions
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1) Email Alert
2) Field Update 3) Task 4) Outbound XML message via the API |
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A workflow rule runs every time an opportunity is edited, and checks whether the amount field is greater than 1M. If the amount of an opportunity is 2M, and the user updates the stage field, would all, some, or no workflow actions execute?
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All, because even though the stage field is updated, the amount is still greater than 1M
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A workflow rule runs every time an opportunity is created or edited, and checks whether the amount field is greater than 1M, and did not previously meet the trigger criteria. If the amount of an opportunity is 2M, and is not edited, and the user edits the stage field, would all, some, or no workflow actions execute?
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None
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A workflow action sends a task to the role US Sales Director. There are five users in the role. When the action executes, to which user or users will the task be assigned?
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To the record owner, because there are multiple users in the role.
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Ture or False: Final rejection actions can include actions such as email alerts.
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True
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True or False: Record locking prevents users from editing a record only if they have a certain field-level secruity or sharing settings.
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False
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When you define a data validation rule, what must you also define?
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The error message
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Are data validation rules executed for a field or for a record?
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Record
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Can both standard and custom fields be set as unique or required in the field options?
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No, only custom fields
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Who can import data for all users?
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System Administrator profile and Marketing User Profile (import Leads)
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Which report formats must be used to create dashboard components?
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Summary or matrix (with at least one level of grouping)
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What is a dashboard comprised of?
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Components
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What is a running user?
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Determines the level of access to the dashboard data
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Can you uninstall an AppExchange application once it has been deployed?
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Yes
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If your Marketing team needed to add 10,000 existing leads to a campaign at one time, what would be on the best way to do this?
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Create a report
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Ture or False: When a lead is converted, it becomes an Account, Contact, and Opportunity (unless you opt out of creating an Opportunity)?
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TRUE
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Name three sources from which cases can be created
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1) Call Support
2) Call Sales 3) Log a case online 4) Email support |
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List the type of case queues commonly used by call centers
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1) Skill requirements
2) Product categories 3) Customer Types 4) Service levels |
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Your support SLA requires that the associated contact automatically receives an email when a case escalates. How would you achieve this?
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A combination of workflow and escalation rules. Configure an escalation rule to determine when and under what circumstances a case escalates. When escalation occurs, use workflow to send email to a designated contact email address.
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List the variables used by suggested solutions to determine which solutions display as suggested
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1) Word frequency in all solutions
2) Word frequency in similar cases with related solutions 3) Word similarities to self-closed cases and solutions rated useful by Self-Service users |
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True or False: A Self-Service Portal user can use suggested solutions when submitting a case.
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TRUE
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What is the salesforce Console?
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The Console is a tab that combines a list view and related records into one screen with different frames.
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Are there any limits to the number and type of list views that can be created in a console?
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No, the only limitation is that users cannot create list views in the console, but can utilize any list views in the console created on corresponding tabs.
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How would an administrator modify lookup recods in a console layout?
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Mini Page Layout
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Name a productivity advantage of including the sidebar in a console layout
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Users do not have to navigate to the home page to see recent records, access the recylce bin, or utilize custom links
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Give an example of a one-to-many relationship between standard objects
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Accounts to Opportunities, or Contacts to Cases
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Give an example of where a junction object is used between standard objects
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Campaign Member or Contact Role
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You create a lookup field from a custom object to the Contact object. When a user looks at the custom object's related list on a contact record, the user sees only one column. How would you allow users to see more columns?
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Modify the related list for the custom object on the Contact page layout
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How would an administrator modify which fields appear on a lookup hover?
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Edit the associated mini-page layout.
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If user currency overrides org currency, then which currency overrides user currency?
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Opportunity Currency
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If you defined a custom fiscal year structure, and then your company decided to use the Gregorian calendar for fiscal purposes, could you return to the standard fiscal year calendar?
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No. You would have to use the custom fiscal year structure called Gregorian Calendar
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How many fields (columns) can be displayed on a customizable related list?
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10
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True or False: A Checkbox can be a controlling field in a field dependency?
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True (but it cannot be a dependent field)
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True or False: You can use a Custom Lookup field to create a relationship between an opportunity and a Contact?
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True
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What determines a unique user record?
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User Name
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What does the role hierarchy control?
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Controls data visibility and record roll up.
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True or False: The first approval step in a process specifies the action to take if a record does not advance to that step.
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True
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When are data validation rules enforced?
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When a user saves a record, and when records are imported using the import wizards, the Force.com Data Loader and the Force.com API
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What objects may be imported or updated using the Import Wizard?
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Accounts, Contacts, Leads, Solutions, and Custom objects
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How does the Import Wizard perform matching when updating records?
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Salesforce.ID
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When is it appropriate to use the Import Wizard vs. the Data Loader?
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Need to prevent duplicates and you need to choose whether to trigger workflow rules (or not)
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How many custom summary formulas can you have per report?
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5
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How many AppExchange Apps can you install?
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PE: 5
EE: 10 UE: unlimited DE: 10 |
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Can a user with the Standard User profile import members into a campaign?
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No. In order to import members into a campaign a user must have the profile permissions "Import Leads" and "Edit" on campaigns. They must also have Marketing User selected on their user record.
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Is an object the same thing as a tab? Why or why not?
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Objects and tabs are different entities in salesforce.com. Objects are akin to tables with additional functionality like page layouts, record types, and workflow. Tabs can be attached to objects to give users additional UI tools to work with an objects' data.
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1. Which feature does Salesforce CRM provide for restricting login access to the application?
(There are three correct answers.) A. Profile-based IP restrictions B. Organization-wide IP restrictions C. Profile-based login hour restrictions D. Organization-wide login hour restrictions |
A. Profile-based IP restrictions
B. Organization-wide IP restrictions C. Profile-based login hour restrictions |
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2. An administrator changed the organization’s default language from English to Spanish. What must
end users do to see this change? A. Logout, then log in again. B. Nothing—they’ll see the application in Spanish immediately. C. Change their language personal preference to Spanish. D. Refresh their browser. |
C. Change their language personal preference to Spanish.
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3. Which profile is a standard Profile?
(Select all that apply.) A. Sales User B. Marketing User C. Invoice Manager D. Contract Manager |
B. Marketing User
D. Contract Manager |
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4. Time-dependent workflow will not work with which type of workflow evaluation criteria?
A. Only when a Record is created B. Every time a Record is created or edited C. Every kind of workflow evaluation criteria D. When a Record is edited and it didn’t previously meet the rule criteria |
B. Every time a Record is created or edited
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5. What must an Administrator do to enable Advanced Currency Management for an organization?
A. Purchase Unlimited Edition licenses B. Request a feature license from salesforce.com C. Enable Customizable Forecasting D. Enable Multiple Currencies |
D. Enable Multiple Currencies
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6. Who may be assigned a workflow task?
(There are five correct answers.) A. A single user B. Multiple users C. The record owner D. The record creator E. A Sales team role F. An Account team role |
A. A single user
C. The record owner D. The record creator E. A Sales team role F. An Account team role |
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What does Salesforce.com confirm each time a user logs in?
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1) login hour restrictions on the user's profile
2) IP address restrictions on the user's profile 3) whether the user is logging in from an IP address she or he hasn’t used to access Salesforce CRM before: a) If the user’s login is from a browser that includes a Salesforce cookie, the login is allowed b) If the user’s login is from an IP address in your organization’s trusted IP address list, the login is allowed.c) If the user’s login is from neither a trusted IP address nor a browser with a Salesforce cookie, the login is blocked. |
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WHEN does Salesforce verify the user’s identity?
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1) Whenever a login is blocked or
2) returns an API login fault. |
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HOW does Salesforce verify the user's identify for access via the user interface?
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The user is prompted to click a Send Activation Link
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HOW does Salesforce verify the user's identify for access via the API?
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Users must add their security token to the end of their password to
log in |
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Where can you change various personal display options?
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Setup | My Personal Information | Change My Display
(You can also access the Customize My Display page via the Customize Page link in the Dashboard section of the Home tab or on any record detail page.) |
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What types of custom email templates can you create?
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Four Types:
1) Text 2) HTML w/ Letterhead 3) Custom HTML 4) Force.com Pages (Visualforce) note: you cannot send mass email from Force.com Pages email template |
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For use with which features must email templates be both Public and Active?
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▪ Web-to-Lead
▪ Web-to-Case ▪ Email-to-Case or On-Demand Email-to-Case ▪ Assignment rules ▪ Escalation rules ▪ Auto-response rules |
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Record Types allow you to offer what to users, based on their profiles?
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1) business processes,
2) picklist values, and 3) page layouts |
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Which special picklist fields are not available for Record Types?
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1) Opportunity: Stage, Lead Status
2) Case: Status 3) Solution: Status |
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What does Person account record type do for you?
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1) Allows contact fields to
be available on the account and 2) Allows the account to be used in many situations as if it were a contact. |
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When can you NOT delete all the record types for an object?
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When the object is referenced in a Force.com code
(Apex) script. |
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Which user permissions override field-level security?
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1) “Modify All Data”
2) “View All Data” 3) “View Encrypted Data” |
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What are the two ways you can define field-level security?
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1) set field-level security for all fields on a particular profile (Setup | Manage Users | Profiles)
2) set field-level security for a particular field on all profiles (Setup | Customize, click a tab or activity link, and then click Fields) |
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Salesorce.com recommends that you do not use a custom phone field for what type of phone number?
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Fax, because custom phone fields enable click-to-dial functionality.
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Which tab can you NOT rename?
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Forecasts
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Where is the "Allow Forecasting" setting?
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On the User record
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What is Federation ID?
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A User setting used to identify a user for federated authentication single sign-on
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What is the Manager field?
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On the User record, the Manager field is a lookup field that is especially useful for creating hierarchical workflow rules and approval processes
without having to create additional hierarchy fields. |
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What is Marketing User setting for?
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On the User record, it is a Checkbox that indicates whether a user has access to create, edit, and delete campaigns and
configure advanced campaign setup. |
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What is required to use the Campaign Import wizard?
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To use the campaign import wizards, Marketing Users must have the Marketing User profile and the Marketing User setting checked
(or the “Import Leads” permission and the “Edit” permission on campaigns in organizations using Enterprise and Unlimited Editions). |
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How would you transfer multiple records from one user or queue to another?
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Setup | Data Management | Mass Transfer Records
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Do Mass Transfers trigger workflow rules?
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No
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On which Standard Objects are related items transferred in a Mass Transfer?
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Accounts: Contacts (on business accounts only), attachments, notes, open activities, open opportunities
owned by the current account owner, and optionally, closed opportunities and open opportunities owned by other users Leads: Open activities. When transferring leads to a queue, open activities are not transferred |
