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60 Cards in this Set
- Front
- Back
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What is conditional highlighting for reports? 1. Users can highlight particularly interesting parts of a report 2. You can set conditions that when met, will report the calculated fields 3. Shows you visual highlights depending on a threshold 4. Lets you make calculations on custom fields |
Shows you visual highlights depending on a threshhold |
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Which of these is not a Salesforce feature? 1. Web to Case 2. Email to Lead 3. Web to Lead 4. Email to Case |
Email to Lead |
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When converting a Lead, what values are transferred to the Opportunity? 1. Stage = First stage in list 2. Close Date = Today 3. Close Date = Last day in fiscal quarter 4. Amount = Lead Amount |
1. Stage = First stage in list 3. Close Date = Last day in fiscal quarter |
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When a lead is converted, it becomes an Account, Contact, and Opportunity (unless you opt out of creating an opportunity) 1. False 2. True |
True |
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In which scenarios will the sharing button appear? 1. When the sharing model for the object is private or public read only 2. When the sharing model for the object is private 3. When the sharing model for the object is public read/write 4. It will always appear |
When the sharing model for the object is private or public read only |
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What should a system administrator consider before importing a set of records into Salesforce? 1. The import file should include a record owner for each record 2. Currency field values will default to the personal currency of the record owner 3. Data should of de-duplicated in the import file prior to import 4. Validation rules are not triggered when importing data using the import wizard |
1. The import file should include a record owner for each record 3. Data should of de-duplicated in the import file prior to import |
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Quotes & Opportunities are part of which cloud product? 1. Sales Cloud 2. Analytics Cloud 3. Marketing Cloud 4. Service Cloud |
Sales Cloud |
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A users security token will be refreshed every time their password is changed. 1. True 2. False |
True |
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What can an email template contain? 1. Attached File 2. Text 3. Macro 4. Merge Field |
1. Attached File. 2. Text 4. Merge Field |
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An Marketing manager would like to generate a list of contacts for a mailing list. What type of report would be the most appropriate to use: 1. Tabular 2. Mailing 3. Matrix 4. Summary |
Tabular |
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Fields which are hidden using Field-Level-Security are still subject to Validation Rules? 1. False 2. True |
True |
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What is a roll-up summary field? 1. A roll-up summary field lets you rollback the data that was changed last week 2. A roll-up summary field is a custom field that aggregates child record information into the parent record 3. The roll-up summary field is accessible via the API 4. The roll-up summary field gives you a summary of the data type and object relationship. |
A roll-up summary field is a custom field that aggregates child record information into the parent record |
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To track revenue gain or loss based on currency fluctuations, you must implement what feature? 1. Sandbox 2. Multi-Currency 3. Territory Management 4. Advanced Currency Management |
Advanced Currency Management |
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Data loss can occur when changing fields from the following types (choose all that are correct) 1. Changing from a Number field to a Text field 2. To a Number field from any other type of field 3. Changing from a multi-select picklist to any other type 4. Changing from a checkbox to any other type of field |
2. To a Number field from any other type of field 3. Changing from a multi-select picklist to any other type 4. Changing from a checkbox to any other type of field |
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An Approval Process begins when a record is.. 1. Edited 2. Created 3. Saved 4. Submitted for Approval |
Submitted for Approval |
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A Sales Manager would like to get a report of opportunities grouped by sales stage. What kind of report meet this requirement: 1. Tabular 2. Summary 3. Matrix 4. All Salesforce Reports |
Summary |
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What are the different types of Sharing Rules? 1. Solution Sharing Rules 2. Lead Sharing Rules 3. Account Sharing Rules 4. Case Sharing Rules 5. Custom Object Sharing Rules |
2. Lead Sharing Rules 3. Account Sharing Rules 4. Case Sharing Rules 5. Custom Object Sharing Rules |
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If the Org Wide Default is Public Read/Write, what feature in Salesforce is needed to restrict access to that object? 1. Profile 2. Record Type 3. Role Hierarchy 4. Page Layout |
Profile |
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Workflow cannot be triggered upon import 1. True 2. False |
False |
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A user can still report on a field they have access to, if it is hidden from the page layout 1. False 2. True |
True |
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Formulas ignore Field Level Security settings 1. True 2. False |
True |
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All of the following objects may have a queue EXCEPT 1. Custom Objects 2. Accounts 3. Cases 4. Leads |
Accounts |
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Can you uninstall an App Exchange application once it has been deployed? 1. Yes 2. No |
Yes |
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What is true about dynamic dashboards: 1. A dynamic dashboard will show data according to the user's security settings 2. A dynamic dashboard will refresh automatically several times a day 3. If a user wants to customise the dashboard, they should use a dynamic dashboard 4. In dynamic dashboards, the source reports used can vary according to the user |
A dynamic dashboard will show data according to the user's security settings |
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A user would like to generate a list of contacts for a mailing list. What type of report would be the most appropriate to use? 1. Matrix 2. Tabular 3. Summary 4. Joined |
Tabular |
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What should a system administrator use to disable access to a custom application for a group of users? 1. Profiles 2. Web Tabs 3. Sharing Rules 4. Page Layouts |
Profiles |
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Gauge and metric dashboard component types are based on what from a report? 1. Chart 2. Average 3. Grand Total 4. Sum |
Grand Total |
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What is a Bucket Field? 1. Used in reports to categorize and group report values 2. Used to group multiple workflows 3. A custom field that can be created to group values 4. A custom field that can be created to store a finite amount of values |
Used in reports to categorise and group report values |
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You can make fields visible, read-only, and required using Page Layouts. 1. False 2. True |
True |
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How do you delete a user? 1. Going to their profile and clicking the delete button 2. Using an external application 3. You cannot delete a Salesforce User 4. Deleting all information from their profile. |
You cannot delete a Salesforce User |
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A roll-up summary field requires a Master Detail relationship 1. True 2. False |
True |
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A sales manager would like to view a dashboard from the perspective of different users and switch between users without editing the dashboard, how would an administrator enable this? 1. Grant the sales manager the "Manage Dynamic Dashboards" permission 2. Create the dashboard as a dynamic dashboard 3. Grant the sales manager the "Drag-and-Drop Dashboard builder" permission 4. Grant the sales manager the "View my Teams Dashboard" permission |
2. Create the dashboard as a dynamic dashboard 4. Grant the sales manager the "View my Teams Dashboard" permission |
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Why should you consider using the Import Wizard over the Data Loader? 1. If you need to import more than 1,000,000 records 2. If you require some De-Duplication 3. If you need to import to custom objects only 4. You need field auto-mapping functionality |
If you require some De-Duplication |
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Which of the following fields CANNOT be a controlling field for Dependent Picklists? 1. Custom Checkbox 2. Standard Checkbox 3. Standard Picklist 4. Custom Picklist 5. Custom Multi-Select Picklist |
Custom Multi-Select Picklist |
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How many objects may be imported or updated using the data loader in one operation? 1. 1 2. 5 3. Unlimited 4. 10 |
1 |
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Which of these actions can be triggered from a Workflow? 1. Field Update, Email Sent, APEX Trigger, New Task 2. Field Update, New Task, Email Sent, Outbound Message 3. Email Sent, Field Update 4. Create Object, New Task, Email Sent, |
Field Update, New Task, Email Sent, Outbound Message |
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When are Data validation Rules Enforced? 1. Upon closing the record 2. Upon opening a record 3. Upon editing a field 4. Upon saving a record |
Upon saving a record |
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What permissions are needed to import leads and contacts to a Campaign? 1. Marketing user checkbox on user. 2. Marketing user profile 3. Marketing User permission set 4. Marketing user checkbox & profile |
Marketing user checkbox & profile |
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Field Level Security or Page Layout can be used to make a field required 1. False 2. True |
False |
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Is it possible for a user to own a record and not see it? 1. True 2. False |
True |
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Standard picklist fields cannot be dependent fields 1. True 2. False |
True |
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Which of the following are standard Salesforce Objects? 1. Opportunity Product 2. Contract 3. Pricebook 4. Ticket |
1. Opportunity Product 2. Contract 3. Pricebook |
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What type of report cannot be used to populate a chart in a dashboard? 1. Matrix 2. Tabular 3. Summary |
Tabular |
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Where can you make a field required? (Select all that apply) 1. Record Type 2. Validation Rules 3. Page Layouts 4. Field Edit page 5. Workflow Rule |
2. Validation Rules 3. Page Layouts 4. Field Edit page |
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A tab is automatically created when you create a custom object. 1. False 2. True |
False |
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A customer service manager would like to automatically assign cases to the most appropriate agent to handle the request. What feature could be used: 1. Case Assignment Rules 2. Email to Case 3. Web to Case 4. Case Escalation Rules |
Case Assignment Rules |
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What are the ways leads can be captured with Salesforce? (Choose two answers) 1. Web to Lead 2. Email to Lead 3. Lead Import 4. Lead Assignment |
1. Web to Lead 3. Lead Import |
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What is the maximum number of Components available on a Dashboard? 1. 10 2. 20 3. 5 4. 50 |
20 |
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You want to give a profile access to a custom object. What would be the best way to do this? 1. Create a new profile and grant access 2. Clone a standard profile and grant additional access 3. Create a permission set and assign it to relevant users 4. Edit a standard profile |
Clone a standard profile and grant additional access |
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Which statements about custom summary formulas in reports is true? 1. Custom summary formulas can reference a formula field within a report 2. Reports can be grouped by a custom summary formula result 3. Custom summary formulas can be used in a report built from a custom report type 4. Custom summary formulas can reference another custom summary formula |
1. Custom summary formulas can reference a formula field within a report 3. Custom summary formulas can be used in a report built from a custom report type |
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What is a Junction Object? 1. A Many-to-Many relationship created with two lookup relationships 2. A Many-to-Many relationship created with two lookup master-detail relationship 3. A standard object 4. An object type to connect external web services |
A Many-to-Many relationship created with two lookup master-detail relationship |
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A system administrator needs to restrict users ability to view a dashboard. How can this be accomplished? 1. Disable access to the dashboard on the users profile 2. Restrict the access to the folder that the dashboard is located 3. Create a sharing rule to restrict the access 4. Restrict the access to the folder that the source report is located |
Restrict the access to the folder that the dashboard is located |
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You can restrict a profiles view to a certain field by using which feature? 1. Profiles 2. Roles 3. Permission Sets 4. Field Level Security |
Field Level Security |
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You can use standard reports when creating Dashboards? 1. True 2. False |
False |
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The Sales Director wants to be alerted to deals that are greater than $1,000,000. Which tool should you use to achieve this? 1. Ask the Sales Director to create a list view which shows Opportunities greater than 1,000,000 2. Big Deal Alerts 3. Workflow - Create a workflow to send an email if an Opportunity amount is great than 1,000,000 4. Create a report and monitor it daily |
2. Big Deal Alerts 3. Workflow - Create a workflow to send an email if an Opportunity amount is great than 1,000,000 |
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Is it possible to share a custom object record manually? 1. False 2. True |
True |
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Which of these objects can you map a field to on lead conversion? 1. Contacts 2. Cases 3. Account 4. Opportunities |
1. Contacts 3. Account 4. Opportunities |
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A user can save a record even if a data validation error message appears 1. False 2. True |
False |
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Which profiles listed are a standard Profile? Select all that apply 1. Invoice Manager 2. Standard User 3. Marketing User 4. Contract Manager |
2. Standard User 3. Marketing User 4. Contract Manager |
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An Administrator has created two picklist fields, Car Manufacturer and Model. Is it possible to relate the fields so that the choice selected from the Manufacturer picklist changed the choices in the Model picklist? 1. Yes, the Manufacturer is the dependant picklist and the Model is the Controlling Picklist 2. Yes, the Manufacturer is the controlling picklist and the Model is the dependant picklist 3. This cannot be done with picklists. 4. No, because they are custom fields. |
Yes, the Manufacturer is the controlling picklist and the Model is the dependant picklist |
