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149 Cards in this Set
- Front
- Back
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Force.com managed sharing is based on what three things? |
Record ownership
Role hierarchy Sharing rules |
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A Queue can own what three types of records?
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Custom objects
Cases Leads |
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What five actions can an owner execute on a record?
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View, Edit, Transfer, Share, Delete
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What is the purpose of the role hierarchy?
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Enables users above another user in the hierarchy to have the same level of access to records owned by or shared with users below.
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True or False. The "Grant Access Using Hierarchies" option is enabled by default?
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True
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True or False. The "Grant Access Using Hierarchies" option is always turned on for standard objects and is not editable.
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True
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Record types allow you to offer what three things to different users based on their profiles?
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Business processes
Picklist values Page layouts |
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How many custom fields can you create on a lead page?
A. 200 B. 300 C. 400 D. 500 |
500
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Name three things affected by deleting a custom field from a lead page.
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1. Filters that use the custom field
2. Result of assignment rules 3. Result of escalation rules |
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Name 4 things you can do from your user Chatter profile page.
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Any of these:
1. Change your profile picture 2. Edit contact information 3. View content on different tabs 4. Edit your profile 5. Access personal settings |
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What are the four access levels for share objects?
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1. Private
2. Read only 3. Read/write 4. Full access |
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Define criteria based sharing rules.
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They determine whom to share records with based on field values in records.
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What are the four organization-wide sharing default setting options?
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1. Private
2. Public Read Only 3. Public Read/Write 4. Public Read/Write/Transfer |
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What do we use to make automatic exceptions to organization-wide sharing settings?
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Sharing rules.
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What do we use sharing rules for?
A. Grant wider access to data B. Restrict access to data C. Duplicate and forward data |
A. Grant wider access to data
Note: Sharing rules are not used to restrict access to data. |
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True or False. Users can have exactly one profile.
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True
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True or False. Users can have exactly one permission set.
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False. They can have multiple permission sets.
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List 6 Standard Profiles.
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1. Standard User
2. Solution Manager 3. Marketing User 4. Contract Manager 5. System Administrator 6. Read Only |
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Which settings can not be modified for individual users? (Select all that apply.)
A. Locale B. User interface C. Language D. Search setting E. Currency |
B & D
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A US sales rep is reporting that new opportunities she creates do not default to the US dollar currency, and she has to change them manually. How can this be resolved?
A. Change the corporate currency in the company profile. B. Enable advanced currency management. C. Change the personal currency on the users record. D. Change the record currency for opportunities. |
C
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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 |
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Who has the permission to edit a chatter profile?
A. A users manager B. An administrator C. Profiles are not editable D. And individual user |
D
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List five things the profile determines.
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1. What apps the user can see and use
2. What tabs they can access 3. What permissions they are granted 4. What fields they can view 5. Which fields they can edit |
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What 4 Object Permissions can be specified?
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Create, Read, Edit, Delete (CRED)
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What are the 3 tab settings options?
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Tab Hidden
Default Off Default On |
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True or False? Standard profiles can not be edited and deleted.
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True
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Name three standard chatter profiles
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1. Chatter free user
2. Chatter moderator user 3. Chatter external user |
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The Chatter App contains what 5 default tabs?
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Chatter, Profiles, People, Groups, Files.
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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 |
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What is the difference between settings and permissions on a profile?
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Settings determine what users can see in the user interface, for example, apps, tabs, record types, page layouts, and fields.
Permissions determine what users can do with the data they have access to, for example, customize app, run reports, mass email, create leads, edit opportunities. |
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What do object permissions control?
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The kind of records (object) users can view, create, edit, or delete. (CRED)
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What information is contained in a user record?
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Personal information, such as name and contact details,
security and access information, such as username, profile, role, and login history, locale information, such as TimeZone, locale, language, and currency |
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How could you quickly create multiple users?
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By clicking the add multiple users button under manage users in set up
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Does enabling chatter invitations require additional CRM licenses?
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No, it uses no CRM licenses. However, each invitee that accepts the invitation to join chatter is assigned one of the 5000 chatter free licenses that, with each organization.
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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
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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
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With enhanced profile list views enabled, how many profiles can you load up and view on a single list?
100 200 300 400 500 |
200
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What is the maximum number of permission sets that can be created?
100 500 1000 2000 3000 |
1000
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Organizationwide defaults set the default level of access users have two records they do not own.
True or False? |
True
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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 & C
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How would you allow collaborative access to the accounts, contacts, contracts, opportunities, and cases of a US sales rep, and APAC sales rep, and an EMEA sales rep?
A. By creating three account sharing rules to share the records between the three sales reps. B. By creating a public group for the three sales reps, and one account sharing rule to share the public groups records with itself. C. By changing the organization wide defaults for accounts to public read/write. |
B.
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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?
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No
There is no lateral sharing of access. Therefore, the East sales director cannot view data owned by the West sales director. |
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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). |
C & E
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Name three customizations that can be made to standard fields.
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Change the field label
add help text add and edit values in picklist's |
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In custom fields, data loss can occur in what to circumstances?
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1. When changing the data type of a custom field.
2. When deleting a custom field. |
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Name the four steps required to create a custom field.
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1. Choose the data type
2. Enter the details 3. Establish field level security 4. Add to page layouts |
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What 4 field types can be the controlling field in a dependent picklist?
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Standard picklist
Custom picklist Standard checkbox Custom checkbox |
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What 2 field types can be the dependent field on a dependent picklist?
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Custom picklist
Custom multi-select picklist |
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List 8 characteristics of custom formula fields (Memorize)
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1. Read Only Fields
2. Not visible on edit pages 3. Supported on standard and custom objects 4. Can reference standard, custom or other formula fields 5. Can not reference descriptions or custom long text area fields 6. Not searchable 7. Not available for lead conversion 8. Not available for data export |
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List 5 characteristics of a page layout. (Memorize)
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1. Controls the display of detail and edit pages
2. Controls page section customizations 3. Allows you to set field properties 4. Can be unique for a specific business scenario 5. Can be assigned to a specific profile |
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Which profile component would you use to make a field required?
Lookup field Formula field Related list Page layout |
Page layout
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Which statements are true about business process? (Select all that apply)
1. A business process will be available to users only when it is associated with one or more record types and the record types are added to the user profiles. 2. Each record type is associated with one or more business process. 3. For opportunity objects, record types are created before business processes. 4. Record types implement business processes through page layouts. 5. Record types help track sales lifecycles across divisions, groups, or markets. |
1 & 4
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Which custom fields can be marked as unique? (Pick three)
A. Email B. Formula C. Number D. Date E. Text F. Look up |
A, C, E.
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What are the four steps in the data validation design methodology?
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1. State the business requirements
2. Break down business requirement 3. Express the error condition 4. Compose an error message |
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What four things can you modify on standard fields?
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Field level security
The field label Help text Picklist values |
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What two types of custom fields allow users to select a value?
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Pick lists and lookups
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True or False: A checkbox can be a controlling field in a field dependency.
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True
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What happens when you delete a custom field?
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The field's data is also deleted. Deleted fields and their data are stored for a maximum of 15 days, during which they can be undeleted or permanently erased.
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What does the page layout control?
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The page layout controls the fields, sections, related lists, and buttons that appear when users view or edit a record.
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What is the difference between standard and custom validation?
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Standard validation allows you to mark certain custom fields as universally required and/or unique.
Custom validation allows you to create validation rules, using your own business specific criteria, to prevent users saving invalid data in one or more fields. |
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When you define a data validation rule, what else must you also defined?
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An error message.
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Can tasks and events be customized?
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Yes. Not only can these objects be tailored to suit your business needs with custom fields, page layouts and record types, this can drive user adoption. In addition, any fields added to these objects can be reported on and analyzed.
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List seven differences between import wizard and data loader.
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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. |
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Which of the following statements are true about importing data using the import wizard? (Select all that apply)
1. You can import accounts, contacts, leads, solutions, and custom objects using the import wizard. 2. You can work with both records of data and metadata 3. Standard users can import up to 50,000 account or contact records at a time 4. Standard users can import up to 500 account or contact records at a time. |
1 and 4
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Identify the statements that defined the data loader? (Select all that apply)
1. Can be used only to insert or extract salesforce records 2. Can be used to insert update delete or export salesforce records 3. Can be used only to update and delete salesforce records 4. Can be used to read, extract, and load data from CSV files 5. Can be used to read, extract, and load data from any Microsoft office file. |
2 and 4
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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, 4, 5
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For how many days will the recycle bin hold deleted data? |
4 - (15 days)
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Which users have access to import wizards?
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Standard user profile users need the import personal contacts permission to use the personal accounts and contact wizard.
Marketing user profile users need the import leads permission to use the leads wizard. The marketing user checkbox on the user record needs to be checked. |
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Describe the benefits of the import wizards.
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Data can be imported from any CSV file.
You can choose whether or not to trigger workflow with the import. Match on name, email or salesforce ID to prevent duplicate records. |
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List the benefits of the data loader.
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Import large files (50,000 or greater)
Load objects such as products or opportunities Save field mappings for later use Update, upsert, export or delete data |
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Can a bad import be undone?
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Yes-using mass delete records.
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Can user records be deleted? If yes, describe the implications. If not, why?
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User records cannot be deleted.
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List three ways to backup data.
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Reports, scheduled backup service, manual backup.
Reports, data export service, data loader. |
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What can you do with users records when they leave the company?
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Closed records such as opportunities and cases can be left assigned to their respective users, while open records can be transferred to new owners using the mass transfer tool.
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True or False? Access to folders does not rollup in the role hierarchy.
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True
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How many additional filters can be added to a report?
10 20 50 100 |
20
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How many custom summary formulas can be added to a report? |
5
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True or false? A custom summary formula can reference other summary formulas.
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False
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True or false? A custom summary formula can reference formula fields in the data.
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True
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True or false? A custom summary formula can only display on summary rows, not detail (record) rows.
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True
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Which chart type is best for comparing many groups of data?
Pie chart Verticle Bar Chart Funnel Chart Horizontal Bar Chart line chart |
Horizontal Bar Chart
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Which chart typeIs best suited for displaying changes over time?
Scatter chart funnel chart line chart doughnut chart |
Line chart
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Which chart type is best used to compare shares of the grand total?
Bar charts line charts pie charts scatter charts funnel charts |
Pie charts
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Which chart type is best used to visualize the correlation between values in a group? |
Scatter chart
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Which chart type is good for comparing multiple groupings and the proportions between values?
Grouped line side-by-side bar stacked bar scatter chart |
Stacked bar
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Which chart is best used to display proportions between values in each grouping?
Grouped line stacked to 100% bar stacked bar side-by-side bar line chart |
Stacked to 100% bar
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Which of the following statements are true about dashboards? (select all that apply)
1. Displays data from custom source reports 2. Is comprised of up to 20 components 3. Can not use visual force pages to present data from other sources 4. Has a running user to determine what data is visible |
1, 2, 4
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What are the four types of dashboard components?
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Tables, Charts, Gauges, Metrics. Graphs are NOT a dashboard component type.
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Which dashboard component type displays a single date of value drawn from the grand total of a report? |
Gauges
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What is the definition of a dynamic dashboard?
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Data is displayed based on the security settings of the user viewing it, not based on the running user. Eliminates the need to create multiple dashboards for different users.
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How many filter options can be added To a dashboard?
5 10 15 20 |
10
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How many filters can be added to a dashboard?
3 5 10 15 |
3
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Dashboard filters must be based on which of the following fields? (select all that apply)
1. Number field 2. date field 3. picklist field 4. Lookup field 5. formula field 6. text field |
2, 3, 4, 6
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True or false?
You can add filters to dashboards with visual force or S control components. |
False
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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 |
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What are the four report formats?
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Tabular, summary, matrix, and joined
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How many custom summary formulas can you have per report?
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Five
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What chart types are suitable for comparing multiple levels of grouping on a report?
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Side-by-side bar chart, stacked bar chart, stacked to 100% bar chart, and grouped line chart
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What types of components can you have on a dashboard, and what data do they display?
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Table and chart components display data from the summary rows of a source report.
Gauge and metric components display the grand totals from the bottom of a report. Visual force components can display data from other sources. |
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What does the dashboard running user determine?
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The running user determines what data viewers of the dashboard will see.
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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, 3, 4, 5
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Which type of reports can be used to create dashboards?
Standard custom standard opportunity standard account |
Custom
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Which tasks can an administrator perform? (Choose all that apply)
1. Run a report on Monday, and then scheduled the same report to run every Monday for the next four weeks 2. Schedule a report to run only once a week from today 3. Schedule a report to be emailed to a recipient who is not a user 4. Schedule a report to run at approximately 6:00 PM |
1, 2, 4
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Which statement is NOT true for custom summary formulas?
1. You can have a maximum of five on a report 2. The formula can reference other summary formulas 3. The calculation only applies to summary rows, not detail rows. 4. The formula can reference custom formula fields in the data |
2
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What can be modified using the report options at the top of a summary report? (Choose all that apply)
Timeframe how the records are grouped the columns displayed the fields that are summarized |
Time frame and how the records are grouped
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Access to a report is determined by the folder in which the report is stored.
True or false? |
True
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Match the report format with its description. |
1 C
2 A 3 B |
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What are the four types of email templates?
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Text
HTML Custom Visual force |
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A workflow rule automates workflows based on an organization's requirements and triggers workflow actions based on criteria. What are the four types of workflow actions? |
Tasks
Email alerts Field updates Outbound messages |
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List three ways workflow rules can be evaluated. |
When a record is created
When a record is created, and every time it's edited When a record is created, and anytime it's edited to subsequently meet criteria. |
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True or false?
You can create email alerts for workflow rules on activities. |
False
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How many time triggers can be added to each workflow?
5 10 15 20 |
10
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When it is workflow evaluated? (Put the following rules in proper order) |
Validation rules
Assignment rules Auto response rules Workflow rules Escalation rules |
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Web to lead can generate up to what number of leads per day?
100 300 500 700 |
500
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The web to case feature can generate up to how many cases per day?
1000 3000 5000 7000 |
5000
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What are the two main parts of workflow?
1. Actions and time triggers 2. Rules and actions 3. Email alerts and field updates 4. Rules and tasks |
2
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When are workflow rules evaluated?
Before a record is deleted when a record is created or updated after a record is created when a record is cloned |
When a record is created or updated
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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?
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True
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The web to case feature has more template options than web to lead. True or False?
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True
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Custom reports must be saved in what three types of folders?
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Custom, personal, or unfiled
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Users with different access levels who run the same report at the same time will always see the same data. True or false?
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False
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Access to a report is determined by the folder in which the report is stored. True or false? |
True
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Which characteristics apply to standard reports? (Choose all that apply) |
1 and 4
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What can be modified using the reports options at the top of a summary report? (Choose all that apply) |
Timeframe and how the records are grouped
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How many field of filters can be added to a report?
10 20 30 40 |
20
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Which feature of solutions applies in a service cloud implementation?
1. Solutions can be categorized to improve search results 2. Solutions can only be assigned to one category 3. Solutions can be exposed to customer access from sites and portals 4. Solutions require additional licenses with the service cloud |
1
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What feature of salesforce knowledge might benefit a service cloud implementation?
1. Support agents can see which article version was shared with a customer 2. A support agent can create an article while still working on a case 3. Solution categories allow for more readable consistent and relevant articles 4. Licensing for solutions provides the ability to expose articles to customers on a website |
1 and 2
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What does a workflow rule do?
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It sets workflow actions into motion when certain conditions are met. Actions can take place immediately or on a specific date according to a trigger.
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What do we need to verify or configure to properly set up web two case? |
Auto response rule and email templates
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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
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Consider the steps needed to follow to create a workflow rule from the case object. Arrange the steps in the correct order.
1. Specify the rule criteria 2. Add the workflow action 3. Create a new case 4. Create a workflow rule 5. Activate the workflow rule |
3, 4, 1, 2, 5
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List five benefits of the salesforce console for service.
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Fewer clicks
less scrolling multiple related records on one screen maintain context limit switching between pages |
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What can support agents do with the salesforce console for service?
1. Access the salesforce console for service from the call center application 2. Access the soft phone pop-up from the footer instead of a sidebar 3. They can see case, account, and contact tabs on one screen 4. They will run telephony reports for average hold and talk times |
2 and 3
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What is true about standard fields? (Choose all that apply) |
2, 4, 5
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Which statements are true regarding universally required fields? (Choose all that apply)
1. Must have a value whenever a record is saved within salesforce 2. Can be read only or removed from page layouts 3. Must be included in your import files or the import will fail |
1, 3
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What is the purpose of a profile? (Choose all that apply) |
1 and 3
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What standard profile allows the user to configure and customize salesforce?
Standard user System administrator Marketing user Read-only |
System administrator
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What profile permission allows the user to create, edit, and delete all organizational data, regardless of sharing settings? |
Modify all data
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What can appear in a summary row on a report?
1. Records 2. The field by which the records are grouped 3. Summarized fields 4. Custom summary formulas 5. Record count 6. Grand totals |
2, 3, 4, 5
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What cannot be highlighted on a report using conditional highlighting? |
3
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When a user drills down from a dashboard component to the source report, they noticed that the data on the source report is different to the dashboard. Why might this be? (Choose all that apply)
1. The user and the dashboards are running user are different 2. The report has not been refreshed 3. The dashboard is a dynamic dashboard 4. The dashboard has not been refreshed 5. The user is drilling down to a filtered source report |
1, 4, 5
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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
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A user only has the read permission for the case object on her profile. A criteria-based sharing rule gives her read write access to product support cases. Will she be able to edit product support cases?
Yes or no. |
No. She will not be able to edit product support cases because object permissions give her only read permission. When working with object access, the most restrictive wins.
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Both a sharing rule and an account team give a user access to the Dixon chemical account. The sharing rule gives him read access, and the account team gives him read/write access. Will he be able to edit the Dixon chemical account? Yes or no.
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Yes. You will be able to edit the Dixon chemical account, because the account team gives him read/write access. When working with record access the most permissive winds.
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Tom's account page layout makes the rating field required, but his field level security settings make the field read only. Will Tom be able to edit the rating field? Yes or no.
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No. He will not be able to edit the rating field, because field level security settings make the field read only. When working with field access, the most restrictive wins.
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What happens when an administrator creates a custom tab for a custom object? (Choose all that apply)
1. The custom object has a homepage 2. Users can search for records of the custom object 3. New records of the custom object can only be accessed from the related list on the parent record 4. A custom app containing the custom tab is automatically created 5. New records of the custom object can be created from the sidebar |
1, 2, 5
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Which statement is true for a master detail relationship? (Choose all that apply)
1. Record access of detail records are controlled by the master record 2. A master record and a related detail record can have different owners 3. Deleting a master record also deletes the detail record 4. A detail record can be shared using sharing rules |
1, 3
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What is a benefit of creating a custom app for users?
1. Provides users with a place to share and install apps 2. Gives users access to the tabs and objects they need 3. Differentiates standard and custom objects for users 4. Allows users to manage custom objects and tabs |
2
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What privileges can be given to a delegated administrator? (Choose all that apply)
1. Modify the role hierarchy 2. Create and edit users 3. Assign users to specified profiles 4. Modify profile permissions 5. Manage custom objects |
2, 3, five
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