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179 Cards in this Set
- Front
- Back
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Force.com managed sharing is based on what five things? |
Record ownership Territory Hierarchy, Teams |
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A Queue can own what five types of records? |
Custom objects Service contract Knowledge article version |
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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? |
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 |
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Name 6 things affected by deleting a custom field from a lead page. Not sure about this one |
1. Filters that use the custom field 4. Formula fields 5. Reports 6. Dashboards |
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Name 4 things you can do from your user Chatter profile page. |
Any of these: |
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What are the four access levels for share objects? |
1. Private |
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Define criteria based sharing rules. |
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 |
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What do we use to make automatic exceptions to organization-wide sharing settings? |
Sharing rules. |
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What do we use sharing rules for? |
A. Grant wider access to data |
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True or False. Users can have exactly one profile. |
True |
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True or False. Users can have exactly one permission set. |
False. They can have multiple permission sets. |
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List 6 Standard Profiles. |
1. Standard User 7. Standard Platform User 8. Standard Platform One App User 9. Customer Portal User 10. Chatter Only User 11. Chatter Free user |
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Which settings can not be modified for individual users? (Select all that apply.) |
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? |
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-C |
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Who has the permission to edit a chatter profile? |
B and D |
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List five things the profile determines. |
1. What apps the user can see and use 6. Which record types are available 7. Which page layouts users see * 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) |
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What 4 Object Permissions can be specified? |
Create, Read, Edit, Delete (CRED) |
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What are the 3 tab settings options?
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Tab Hidden |
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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 |
1. Chatter free user 4. Chatter only 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. |
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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, |
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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?
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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).
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 & 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?
1. 10 2. 5 3. 8 4. 15 |
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. |
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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) |
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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. |
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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. |
True
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Which chart type is best for comparing many groups of data? |
Horizontal Bar Chart
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Which chart typeIs best suited for displaying changes over time? |
Line chart
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Which chart type is best used to compare shares of the grand total? |
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? |
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?
Tables charts gauges metrics |
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 |
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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. |
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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. 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 |
1 C
2 A 3 B |
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What are the four types of email templates?
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Text |
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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?
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Tasks
Email alerts Field updates Outbound messages |
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List three ways workflow rules can be evaluated.
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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)
Auto response rules Workflow rules Assignment rules Escalation rules Validation rules |
Validation 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?
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True
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Which characteristics apply to standard reports? (Choose all that apply)
1. Are out-of-the-box reports 2. Can be deleted 3. Can be modified and overridden 4. Can be modified and saved as new reports |
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)
Time frame how the records are grouped the columns displayed the fields that are summarized |
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?
|
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?
Escalation rule auto response rule workflow action email templates |
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. |
Fewer clicks |
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What can support agents do with the salesforce console for service? |
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, 3
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What is the purpose of a profile? (Choose all that apply) 5 determine what objects they can see 6 determine what tabs display |
1, 3, 5, 6 |
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What standard profile allows the user to configure and customize salesforce? |
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? |
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, 4, 5
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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? |
No. She will not be able to edit product support cases because OBJECT permissions give her only read permission. When working with OBJECT, 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. |
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. |
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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Which statement is true for a master detail relationship? (Choose all that apply) |
1, 3 |
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What is a benefit of creating a custom app for users? |
2 |
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What privileges can be given to a delegated administrator? (Choose all that apply) |
2, 3, 5 |
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Sharing for accounts and contacts is available in which editions? |
Professional Enterprise Performance Unlimited Developer |
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Is sharing for campaigns, cases, custom object records, leads, and opportunities available in Professional edition? |
No |
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What objects do not have Queues? |
Accounts, Contacts, Opportunities, Campaigns |
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Sharing for Accounts and Contacts is not available in which editions? |
Contact Manager Edition Group Edition |
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Which Editions do not allow for automated Workflows or Approvals? 1) Contact Manager 2) Group Edition 3) Professional Edition 4) Enterprise Edition 5) Super Duper Edition 6) Unlimited Edition |
1) Contact Manager 2) Group Edition 3) Professional Edition * |
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True or False: A FORMULA can be created on a tabular report. |
False |
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True or False: A formula FIELD created on a custom object can be used in a tabular report. |
True |
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What should a system administrator use to disable access to a custom application for a group of users? 1. Profiles2. Sharing rules 3. Web tabs 4. Page layouts |
The answer is 1 |
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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. |
The answer is 1,3 |
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Bob is a Salesforce system administrator. He creates a sandbox to test a feature that will require activation. Bob submits a case to Salesforce support from the production environment. Support requests the org ID of the environment that Bob would like the feature activated within. Bob can provide support the production org ID, as the sandbox and production org IDs will match. A) Only in the case where the sandbox created is a developer sandbox. B) Only in the case where the sandbox created is a full sandbox. C) Yes, the production org ID will always match the org ID of its sandboxes. D) No, the production org ID will never match the org ID of any of its sandboxes. |
D - the production org ID will never match the org ID of any of its sandboxes. |
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Jenny is a Salesforce.com administrator for Inspired Products, Inc (IPI). IPI’s fiscal quarters are comprised of two four week months, and one five week month, beginning in January. IPI would like to report on their opportunity pipeline segmented by fiscal quarter. What does Jenny need to consider when configuring Salesforce? A) Standard Fiscal Years can be configured to suit IPI's needs. B)Custom Fiscal Years must be configured to suit IPI's needs. Once enabled, Custom Fiscal Years CANNOT be disabled. C) Custom Fiscal Years must be configured to suit IPI's needs. Once enabled, Custom Fiscal Years CAN be disabled. D) Fiscal Year configuration is not required. |
B) Custom Fiscal Years must be configured to suit IPI's needs. Once enabled, Custom Fiscal Years CANNOT be disabled. |
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IPI support has office hours Mon-Sun 8a-8p, but does not work Christmas, Thanksgiving, and several other holidays throughout the year. Cases are escalated according to working hours within the organization. How should this be configured in Salesforce? (Select all that apply) A) Business hours must be configured to define the working hours Mon-Sun, 8a-8p. B) Salesforce automatically adds holidays, simply select all that apply. C) A recurring holiday must be added for each holiday and associated to the appropriate business hours. D) Configuration of business hours and holidays is not required. |
A) Business hours must be configured to define the working hours Mon-Sun, 8a-8p.
AND
C) A recurring holiday must be added for each holiday and associated to the appropriate business hours. |
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Dan creates an opportunity record, and then associates a Powerpoint deck to the opportunity via Chatter. The opportunity record impacts ________ storage, while the Powerpoint deck impacts _________ storage. A) data, file B) file, data C) record, data D) record, file |
A) data, file |
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Mary is a sales rep that travels extensively. She states that she consistently uses the same web browser on the same laptop, yet is still frequently prompted for computer activation. What could cause this to happen? A) This is normal and expected behavior. B) Mary's computer's web browser is not storing cookies properly. C) The Trusted IP Ranges for Salesforce are improperly configured. D) The Login IP Ranges for Salesforce are improperly configured. |
B) Mary's computer's web browser is not storing cookies properly.
Salesforce stores a cookie on the computer that would prevent the user from being prompted for activation when logging in from different IP addresses. If the laptop is not storing the cookies properly, then you would see this type of behavior. |
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Jim is a traveling sales rep, and has just landed from a cross country flight. He views his calendar in Salesforce and notices that his calendar appointments are displaying several hours off. What is likely the cause? A) The locale on Jim's user record is set incorrectly. B) The Salesforce org's time zone needs to be changed to reflect the change in time zone. C) The time zone on Jim's user record needs to be updated to reflect the change in time zone. D) Jim needs to update the time zone on his laptop to reflect the change in time zone. |
C) The time zone on Jim's user record needs to be updated to reflect the change in time zone.
Each user has a time zone setting. The org’s default time zone sets the default time zone for new users created, it does not impact users otherwise. If the time is displaying incorrectly for a user, their time zone is most likely set incorrectly. Time elements displayed within Salesforce are independent of the computer’s time zone. |
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You are the Salesforce administrator for a US-based company with a satellite office in Berlin. The Berlin office does not currently use Salesforce, but is scheduled to begin within the next few months. In order for the Berlin office be effective, they will need to view Salesforce in German and enter currency amounts in Euros. The US office must be able to report all opportunities in US dollar amounts. A static conversion rate between USD and EUR is acceptable for launch. What do you need to consider for this implementation? (Select 3) A) Multiple currencies must be enabled prior to establishing conversion rates between currencies. B) Translation must be configured for custom objects, tabs, fields, and picklist values. C) Enabling multiple currencies will require feature activation. Feature activation can take several days to complete, and should be worked in to the project plan accordingly. D) Advanced currency management with dated exchange rates is required. |
A) Multiple currencies must be enabled prior to establishing conversion rates between currencies. B) Translation must be configured for custom objects, tabs, fields, and picklist values. C) Enabling multiple currencies will require feature activation. Feature activation can take several days to complete, and should be worked in to the project plan accordingly.
Translation must be configured for custom components (otherwise they are displayed in the org’s default language). Multiple currencies is required in order to support more than one currency and conversion rates. Feature activation can take several days to complete (round-trip from Salesforce support); make sure to build this into your project plans. Advanced currency management enables dated exchange rates, which is not required in this scenario. |
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The VP of customer service is concerned that customer service reps can access Salesforce data from their homes. She would like to limit all customer service reps to accessing Salesforce only while they are at work. As the Salesforce administrator, what steps can you take to ensure that the customer services reps can access Salesforce only from within the company? A) Add the company's public IP range(s) to the list of Trusted IP Ranges. B) Add the company's public IP range(s) to the list of Login IP Ranges on the customer service reps' profile. C) Configure Login Hours on the company information page. D) Add the company's public IP range(s) to the list of Trusted IP Ranges on the customer service reps' profile. |
B) Add the company's public IP range(s) to the list of Login IP Ranges on the customer service reps' profile.
Login IP Ranges are used to prevent users from logging into Salesforce except from specified IP ranges. Specifying the public IP addresses of the company’s internet access within Login IP Ranges would therefore prevent users from accessing Salesforce outside of the company network. |
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The marketing team, several (but not all) executive users, and several (but not all) users from sales ops should be granted the ability to access several list views and a report folder. As the Salesforce administrator, how would you structure access? A) Specify the named users and roles within the sharing criteria for each list view and the report folder. B) Create a new role, and assign each user to this role. Specify the role within the sharing criteria for each list view and the report folder. C) Create a new public group, and assign each user to this group. Specify the public group within the sharing criteria for each list view and the report folder. D) Create a new permission set, and assign each user to the permission set. Specify access to the list views and report folder within the permission set. |
C) Create a new public group, and assign each user to this group. Specify the public group within the sharing criteria for each list view and the report folder.
You would need to create a public group in order to share folder and list view access with individual users. Creating a public group would be ideal in this scenario regardless, as would be able manage the list of users in a centralized fashion (instead of making the change on each list view or folder). |
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The operations team uses a field on account called “Delinquency Status” to indicate when an account is behind on payment. This field should be visible to only the following users: * The entire finance team What is the best way to implement this scenario? A) Grant field-level visibility to the Delinquency Status field to the finance team, sales manager, and sales reps via role. B) Grant field-level visibility to the Delinquency Status field to the finance team, sales manager, and sales reps via permission set. C) Grant field-level visibility to the Delinquency Status field to the finance team, sales manager, and sales rep profiles. D) Grant field-level visibility to the Delinquency Status field to the finance team and sales manager profiles. Grant field-level visibility to the Delinquency Status field to the two sales reps via permission set. |
D) Grant field-level visibility to the Delinquency Status field to the finance team and sales manager profiles. Grant field-level visibility to the Delinquency Status field to the two sales reps via permission set.
As the entire finance team and all sales managers need access to the Delinquency Status field, granting this access at the profile makes sense (as this establishes the baseline for these users). The baseline for sales users would not include access to the field, however. Using permission sets to grant access to specific users in this scenario makes sense. |
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Customer service reps must be able to create cases, and edit cases that they own. However, they should not be able to view cases owned by any other users. Org-wide defaults for the case object must be set to which of the following? A) Public Read/Write B) Public Read Only C) Private D) Not Visible |
C) Private
In order to restrict visibility to records that other users own, org-wide defaults must be set to private. ‘Not Visible’ is not a valid option. |
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Julie and Jim are both sales reps in your organization, and are collaborating on an account “Squared Wireless”. Jim currently owns the account, and Julie cannot view the record in Salesforce. Jim would like for Julie to have the ability to view and edit the “Squared Wireless” account record. All other accounts records owned by Jim should remain not visible to Julie. Account collaboration is rare within your organization. Julie and Jim are assigned the same role and profile. How can this be solved in Salesforce? A) Instruct Jim to manually share the account record. B) Create a criteria-based sharing rule to grant access to records as needed. C) Set the org-wide default for accounts to read only. D) Add Julie and Jim to a public group "Sales Collaboration". Create a sharing rule that grants members of "Sales Collaboration" read/write access to account records owned by users in "Sales Collaboration". |
A) Instruct Jim to manually share the account record.
In this scenario, manual record sharing would allow Jim to easily share a single account record with Julie. If there were many record to share, then you might consider a sharing rule. |
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The inside sales team must have the ability to create and edit opportunities. Each user within the inside sales team must only be able to view records that they own (Inside Sales User A should not be able to view Inside Sales User B’s opportunities). The outside sales team must have the ability to create and edit opportunities, and view opportunities owned by users within both the inside and outside sales teams. How should this be configured in Salesforce? (Select all that apply) A) Configure org-wide defaults for opportunity to read only. B) Configure org-wide defaults for opportunity to private. C) Create a sharing rule: prevent the inside sales team from viewing records owned by the outside sales team. D) Create a sharing rule: the outside sales team will be granted read access to opportunities owned by the inside sales team. E) Create a sharing rule: the outside sales team will be granted read access to opportunities owned by the outside sales team. F) Create two roles: one for the inside sales team and one for the outside sales team. |
B,D,E,F
For visibility to be restricted, org-wide defaults must be set to private. In order to specify sharing rules to grant access to users, those users should be logically separated by role (e.g. inside sales & outside sales). A sharing rule must be created to grant record access to the outside sales team to view the inside sales teams’ records. A sharing rule must also be created to grant visibility to records within the same role (outside sales). When OWD is private, users cannot see records owned by other users in the same role. |
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The org-wide defaults for opportunity are set to read only. A custom field Commission has been added to the opportunity. Each user should be able to view this field for records that they own, but not for records they do not own. How can this be accomplished using Salesforce security configuration? A) Set field-level security to read only on the Commission field for the appropriate profiles. B) Set field-level security to hidden on the Commission field for the appropriate profiles. C) Set field-level security to hidden on the Commission field for the appropriate profiles, and create sharing rules to grant access to users to view the Commission field on records they own. D) Set field-level security to hidden on the Commission field for the appropriate profiles, and create permission sets to grant access to users to view the Commission field on records they own. E) This scenario cannot be solved using only Salesforce security configuration. |
E) This scenario cannot be solved using only Salesforce security configuration.
Field-level security and record-level security are completely independent. If a user has read access to the field, they can view the field on records they own and any other records they have read access to as well. In this scenario, I would create a formula field to display the contents of the Commission field ONLY if the user viewing the record was also the record owner (we’ll get in to this later in the guide). Field-level security on its own cannot meet the needs in this use case. |
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Opportunity to Account is a ___ to ____ relationship. A) many, many B) many, one C) one, many D) one, one |
B) many, one
Many opportunities can be associated to a single account. Therefore, Opportunity is a many to one relationship with Account. |
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PermissionSet to User is a _____ to ____ relationship. A) one, one B) many, one C) one, many D) many, many |
D) many, many
A user can be assigned many permission sets. A permission set can be assigned to many users. Therefore, PermissionSet has a many to many relationship with User. |
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Mary works in finance, and finds that she is frequently searching for the account number from Salesforce in the company’s internal billing system. To perform the search, she copies the account number from Salesforce, opens a new tab in her browser, navigates to the page for the internal billing system, pastes in the account number, and then clicks search. What features of Salesforce can be leveraged to make this process more efficient for Mary? A) Create a list view on accounts to display the most recently viewed accounts. B) Create a custom link to the internal billing system (passing the account number as a variable if possible) and add the link to the account page layout. C) Add the account number to the search filters under the account search layouts in Salesforce. D) Customize the global user interface settings to automatically display the internal billing system's search page. |
B) Create a custom link to the internal billing system (passing the account number as a variable if possible) and add the link to the account page layout.
A custom button/link would be a great solution to this issue, especially if could pass through the account number from Salesforce, as this would save Mary from copying and pasting account numbers. |
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The current configuration in your org is as follows: * Org-wide defaults for the lead object is set to Public Read/Write.
Mark is assigned the Call Center Agent profile. Bill is assigned the Call Center Agent w/Lead Gen profile. Neither has customized their application tabs. Who will see the lead tab displayed on the top navigational bar? Who can select the lead tab by viewing all tabs? A) The leads tab will be displayed to both users along the top navigational bar. B) The lead tab will be displayed along the top navigational bar to Bill. The lead tab will not be displayed and cannot be selected by Mark (even by viewing all tabs). C) The leads tab can be selected by Bill when viewing all tabs, but will not be displayed along the top navigational bar. The lead tab will not be displayed and cannot be selected by Mark (even by viewing all tabs). D) The leads tab will not be displayed and cannot be selected by either user (even by viewing all tabs). |
C) The leads tab can be selected by Bill when viewing all tabs, but will not be displayed along the top navigational bar. The lead tab will not be displayed and cannot be selected by Mark (even by viewing all tabs).
Mark’s profile does not have access to view the lead object, and the lead tab is hidden. Either of these would mean that Mark cannot select the lead tabs (even when viewing all tabs). Bill’s profile has access to view the lead object, and the tab is set to Default Off. This means that Bill can select the tab when viewing all tabs, but it is not displayed even when included in applications. In order for the tab to be displayed along the top navigational bar, the lead tab within Bill’s profile would need to be set to Default On. The org-wide default of the lead object does not have any influence in this scenario. |
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The marketing and sales teams in your organization would like information displayed on the opportunity in slightly different ways. Both teams should have access to the same information, but marketing would like lead source displayed near the top of the page, while the sale team would like lead source near the bottom. How can this be configured in Salesforce? A) Configure two different page layouts and instruct users to select the appropriate layout. B) This requirement cannot be met with standard Salesforce configuration. C) Configure and assign a single page layout for both groups. Configure the layout to display as appropriate based on the user's profile. D) Configure and assign two different page layouts: one for marketing and one for sales. |
D) Configure and assign two different page layouts: one for marketing and one for sales.
To control how information is displayed on the page, use a page layout. If the groups want information displayed in very different ways, then a page layout for each group would be appropriate. Users cannot select their page layout; administrators assign page layouts per profile (and record type, if in use). |
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The sales team should be able to read the custom field Account Tier on accounts, while the marketing team should not be able to view or report on this field. Both teams would like the information on the account page displayed in the same fashion. How should this be configured? A) Configure one page layout for both sales and marketing, and remove the Account Tier field. B) Configure two page layouts: one for marketing, one for sales. Add the Account Tier field to the sales page layout, remove the field from the marketing page layout. Assign each layout accordingly. C) Configure one page layout for both departments, add the Account Tier field. Set field-level security on the Account Tier field to read-only for sales, hidden for marketing. D) Configure two page layouts: one for marketing, one for sales. Add the Account Tier field to the sales page layout, remove the field from the marketing page layout. Assign each layout accordingly. Set field-level security on the Account Tier field to read-only for Sales, hidden for marketing. |
C) Configure one page layout for both departments, add the Account Tier field. Set field-level security on the Account Tier field to read-only for sales, hidden for marketing.
Use field-level security to configure access to your organization’s data. If the marketing team should not be able to report on the Account Tier field, field-level security must be set to hidden (which page layouts will automatically reflect). If both teams want the information displayed in the same way, then a second page layout is not required. |
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You are the Salesforce administrator for your organization, which uses a custom picklist field on account called “Partnership Status” to indicate the engagement level with each of your partners. The valid options for this picklist field are: The picklist value “Platinum” was removed as this tier was re-branded as “Gold” two weeks prior. However, you notice several records that still contain the value “Platinum” in the “Partnership Status” field. What would explain the existence of records with the “Platinum” value? (Select 2 answers) A) Users manually typed in the value "Platinum" after the picklist value was removed. B) Data is being created or updated with the value "Platinum" through the API. C) Instead of renaming the picklist value "Platinum" to "Gold", the administrator created the "Gold" picklist value and deleted the "Platinum" picklist value without updating the existing records. D) Picklist values can be selected by users for up to 15 days after they are deleted. |
B) Data is being created or updated with the value "Platinum" through the API. C) Instead of renaming the picklist value "Platinum" to "Gold", the administrator created the "Gold" picklist value and deleted the "Platinum" picklist value without updating the existing records.
Users can only select valid picklist options in the user interface. Data within picklist fields is not validated through the API. This means that an administrator could load data with the value “Platinum” through the data loader. An integration could do the same. An administrator could have added the value “Gold”, and removed the value “Platinum” without making any changes to the existing data. However, had the administrator simply renamed “Platinum” to “Gold” the values within records would have been updated automatically. |
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What is the lowest value a custom field of type percent (2,1) can display? A) 0% B) -999% C) -99.9% D) -.999% |
C) -99.9%
Numeric fields in Salesforce can store negative values. Percent fields are treated just the same as any other numeric field. For instance, the value “99.9″ would be displayed as “99.9%”. Therefore the lowest possible value be “-99.9%”. |
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The VP of Sales would like to add formatting (underline, bold, etc.) and images to content within the standard field “Description” field on account. This will allow sales reps to add more descriptive elements (logos, etc.) about the accounts that they manage. How could you implement this change as a system administrator? A) Change the field type of the standard field "Description" to Text Area (Rich). B) Add a new Text Area (Rich) field, and migrate data in the current "Description" field to the new field. C) Change the field type of the standard field "Description" to Text Area. D) Add a new Text Area field, and migrate data in the current "Description" field to the new field. |
B) Add a new Text Area (Rich) field, and migrate data in the current "Description" field to the new field.
You cannot change the field type of standard fields; creating a new field would be required. Text Area (Rich) fields allow users to entered formatting and images. |
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Which of the following field types CANNOT be created by a Salesforce administrator? A) Date B) URL C) Text Area (Rich) D) Text (Encrypted) E) Integer F) Checkbox |
E) Integer
An integer in Salesforce is represented by a numeric field type with no decimal places. |
