Use LEFT and RIGHT arrow keys to navigate between flashcards;
Use UP and DOWN arrow keys to flip the card;
H to show hint;
A reads text to speech;
115 Cards in this Set
- Front
- Back
|
A system administrator at Company A created a custom object to capture custom feedback. How can the administrator ensure that users have access to this new object?
|
ANSWER Assign the feedback page layout to the appropriate user profiles
Notes: If you want to give access to a page, you do it by profile |
|
|
A system administrator has created a formula field on a lead object to calculate a number. How can the numerical value be mapped to the account record upon lead conversion? Notes: Because a number is being calculated and a lead goes away after sending info to Account and Contact, a number field on the account record is the best guess. |
Answer The lead formula field value can be mapped to a number field on the account record
Notes: Because a number is being calculated and a lead goes away after sending info to Account and Contact, a number field on the account record is the best guess. |
|
|
Company A has multiple support teams. One team handles technical support issues and another handles billing issues. When would a system administrator consider introducing a new record type for cases? Choose 2 answers: • When multiple page layouts are required
|
• When multiple page layouts are required
|
|
|
Which feature restricts a user's ability to log into Salesforce? Choose 2 answers: • Password policies |
• Login hours |
|
|
What action can a user with the standard system administrator profile take? Choose 3 answers • Delete user records • Reset all user passwords |
Correct Answer: |
|
|
Which settings cannot be modified for individual Users? • Language • User Interface
|
• User Interface Notes: These settings are setup under through Administration Setup-> Manage Users -> Users. By default Locale and Language are available as a property on the user. Currency is added as a property when multiple-currencies is setup for an organization. For more information on the available User properties go to https://help.salesforce.com/HTViewHelpDoc?id=user_fields.htm&language=en_US |
|
|
Company A set the organization-wide default setting for opportunities to private. Which records will an opportunity pipeline report return?
|
Opportunities owned by the user running the report and users below them in the role hierarchy
Notes: You must own the opportunity, it must be shared with you, or role hierarchy
|
|
|
A system administrator at Company A needs to prevent sales representatives from editing fields on an opportunity once the opportunity has been moved to a closed stage. Which data validation tool can be used to accomplish this? Choose 2 answers: • Record Types and read only page layouts • Data Validation rules |
|
|
|
What can a marketing user do using the Manage Members button on a campaign record? Choose 2 answers. • Import new leads and associate them with the campaigns • Create a custom report including all campaign members • Associate existing opportunities with the campaign |
• Import new leads and associate them with the campaigns |
|
|
The marketing team at Company A use a web to lead form to capture leads from its website and a lead assignment rule to assign the leads to the appropriate sales representatives. How can a system administrator ensure that all leads are handled even when they do not meet the assignment criteria? |
• Specify a default lead owner |
|
|
Sales managers need to view and report on sales revenue across an entire company without having access to a custom object that tracks personal time off requests. Which permission should a system administrator enable in a custom profile to meet this requirement in a private sharing model? • "Read for Opportunities" |
• "Read for Opportunities" |
|
|
Company A has segmented its customer base into two categories: High Wealth and Retirement. High Wealth accounts should be visible to the High Wealth Sales Team Members only. Retirement accounts should be visible to all sales users. How can a system administrator meet this requirement? (Pick 2) • Create a new profile for Retirement sales team members and remove read access to High Wealth account records |
• Set the OWD sharing to private and create a sharing rule to share Retirement accounts with all sales users Notes: OWD is where to look to make it private |
|
|
Regional sales at Company A sell to both business and consumer accounts. However, sales users are unable to see the set of stages that apply to consumer opportunities. How can an administrator correct the problem? • Ensure that regional sales users are routing consumer opportunities to the appropriate approver |
• Assign the relevant record types and sales processes to the regional sales team profile |
|
|
Which field type can be used as an external ID? (Pick 3) • Text field
|
• Text field Notes: Focus on fields that can be unique (requirement for an external id) |
|
|
What should a system administrator use to disable access to a custom application for a group of users? A. Profiles B. Sharing rules C. Web tabs D. Page layouts |
A - Profiles
|
|
|
2. Universal Containers needs to track the manufacturer and model for specific car companies. How can the system administrator ensure that the manufacturer selected influences the values available for the model? A. Create the manufacturer field as a dependent picklist and the model as a controlling picklist. B. Create a lookup field from the manufacturer object to the model object. C. Create the manufacturer field as a controlling picklist and the model as a dependent picklist. D. Create a multi-select picklist field that includes both manufacturers and models. |
C. Create the manufacturer field as a controlling picklist and the model as a dependent picklist.
|
|
|
Sales representatives at Universal Containers need assistance from product managers when selling certain products. Product managers do not have access to opportunities, but need to gain access when they are assisting with a specific deal. How can a system administrator accomplish this? A. Notify the product manager using opportunity update reminders. B. Enable opportunity teams and allow users to add the product manager. C. Use similar opportunities to show opportunities related to the product manager. D. Enable account teams and allow users to add the product manager. |
B. Enable opportunity teams and allow users to add the product manager.
|
|
|
What should a system administrator consider before importing a set of records into Salesforce? (There are two correct answers.) A. The import file should include a record owner for each record. B. Currency field values will default to the personal currency of the record owner. C. Data should be de-duplicated in the import file prior to import. D. Validation rules are not triggered when importing data using the import wizard. |
4. A, C A. The import file should include a record owner for each record.
C. Data should be de-duplicated in the import file prior to import.
|
|
|
Which statement about custom summary formulas in reports is true? (There are two correct answers.) A. Reports can be grouped by a custom summary formula result. B. Custom summary formulas can reference a formula field within a report. C. Custom summary formulas can reference another custom summary formula. D. Custom summary formulas can be used in a report built from a custom report type. |
B. Custom summary formulas can reference a formula field within a report. D. Custom summary formulas can be used in a report built from a custom report type. |
|
|
Which tabs are common to all apps? |
* Home
* Reports, * Dashboards. ------ Chatter and Files if Chatter is enabled. |
|
|
List three training resources available to all Salesforce users. |
* The standard Success Plan online titles, * release training, and * inline help videos throughout the application. |
|
|
How many times a year does Salesforce release improvements to the application? |
Three (Winter, Spring, Summer) |
|
|
What are the benefits of creating a list view? |
* List views are saved for future use.
* You can filter on specific fields. * You can print list views. * You can mass edit records in list views. * You can follow records in a list view and view related Chatter. |
|
|
What information is contained in the company profile? |
* The unique Org ID,
* the number and types of licenses available, * default locale and * language settings, * corporate currency. |
|
|
What do a user’s locale settings determine? |
--Date format, --Number format (comma or period separators), --Name order. (lastname, firstname or firstname lastname) |
|
|
* List the three levels where currency appears?
|
Company profile (corporate), User record (personal), Record. |
|
|
Why might you choose not to use a standard fiscal year?
|
If your company’s fiscal year does not follow the Gregorian calendar. For example, your company might have a 13-month fiscal year, 13-week fiscal quarters, or a fiscal year not starting on the first day of the month.
|
|
|
What is the main consideration when using custom fiscal years?
|
Once you enable custom fiscal years, you cannot disable it. |
|
|
What information is contained in a user record? |
* Personal information, such as name and contact details.
* Locale information, such as time zone, locale, language, and currency. |
|
|
* How could you quickly create multiple users?
|
* By clicking the Add Multiple Users button under Manage Users in Setup.
|
|
|
* Does enabling Chatter Invitations require additional CRM licenses?
|
* No, it uses no CRM licenses.
* However, each invitee that accepts the invitation to join Chatter is assigned one of the 5,000 Chatter Free licenses that come with each org. |
|
|
* One of your users receives an error message when they try to log in. Where could you look to troubleshoot the issue?
|
* The Login History related list on the user record.
|
|
|
* True/False: You can edit the User Interface on a user-by-user basis.
|
False, with exception of Accessibility Mode. |
|
|
* Who can edit the UI?
|
* System Admin and users with Customize Application profile setting.
|
|
|
* What types of things can you change in the UI?
|
* Collapsible sidebar, collapsible sections, related lists, and inline editing.
|
|
|
* What is the only way to restrict access to records?
|
Organization Wide Defaults under Sharing Settings. (or not giving them CRED) |
|
|
* What does OWD control?
|
The default level of access users have to records they do not own |
|
|
Which statement about custom summary formulas in reports is true? (There are two correct answers.) A. Reports can be grouped by a custom summary formula result. B. Custom summary formulas can reference a formula field within a report. C. Custom summary formulas can reference another custom summary formula. D. Custom summary formulas can be used in a report built from a custom report type. |
B. Custom summary formulas can reference a formula field within a report. D. Custom summary formulas can be used in a report built from a custom report type. |
|
|
What should a system administrator consider before importing a set of records into Salesforce? (There are two correct answers.) A. The import file should include a record owner for each record. B. Currency field values will default to the personal currency of the record owner. C. Data should be de-duplicated in the import file prior to import. D. Validation rules are not triggered when importing data using the import wizard. |
A. The import file should include a record owner for each record.
C. Data should be de-duplicated in the import file prior to import.
|
|
|
Sales representatives at Universal Containers need assistance from product managers when selling certain products. Product managers do not have access to opportunities, but need to gain access when they are assisting with a specific deal. How can a system administrator accomplish this? A. Notify the product manager using opportunity update reminders. B. Enable opportunity teams and allow users to add the product manager. C. Use similar opportunities to show opportunities related to the product manager. D. Enable account teams and allow users to add the product manager. |
B. Enable opportunity teams and allow users to add the product manager. |
|
|
Universal Containers needs to track the manufacturer and model for specific car companies. How can the system administrator ensure that the manufacturer selected influences the values available for the model? A. Create the manufacturer field as a dependent picklist and the model as a controlling picklist. B. Create a lookup field from the manufacturer object to the model object. C. Create the manufacturer field as a controlling picklist and the model as a dependent picklist. D. Create a multi-select picklist field that includes both manufacturers and models. |
C. Create the manufacturer field as a controlling picklist and the model as a dependent picklist. |
|
|
What should a system administrator use to disable access to a custom application for a group of users? A. Profiles B. Sharing rules C. Web tabs D. Page layouts |
A. Profiles |
|
|
What is the difference between settings and permissions on a profile? List some of them |
* 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. * Settings – SEE * Permission - DO |
|
|
DESCRIBE THE ACCESS LEVELS Full Access, Read/Write, Read Only, Private |
* Full Access - User can view, edit, delete, and transfer the record. User can also extend sharing access to other users. * Read/Write - User can view and edit the record, and add associated records, notes, and attachments to it. * Read Only - User can view the record, and add associated records to it. They cannot edit the record or add notes or attachments. * Private - User cannot access the record in any way. |
|
|
* What do object permissions control?
|
* The kind of records (object) users can view, create, edit, or delete.
|
|
|
* What does the role hierarchy control?
|
* The role hierarchy lets you open up record access to users who may have been denied access by the organization-wide defaults. Users in higher roles inherit the special ownership privileges on all records owned by users in roles below them.
* Additionally, the role hierarchy appears at the top of opportunity reports, allowing users to drill down to data at different levels of the hierarchy. |
|
|
* How does a profile differ from a role?
|
* A profile determines what users can do with records they have access to, for example, view or edit. A role determines what individual records users have access to.
* PROFILE - ACTION - CRED * ROLE - Access ..which records |
|
|
* True/False: The role hierarchy is the org chart for a company.
|
* False. It is often similar but not exactly the org chart.
|
|
|
* Where can you configure field-level security?
|
* You can configure field-level security when you create a new custom field, when you edit an existing field in Setup, or by editing a profile.
* OBJECT * PROFILE * WHEN BUILDING THE FIELD |
|
|
* At what “level” does field-level security work?
|
* Model level (vs. View Level -- which is changes to the page layout)
* View Level - Removing the view but not restricting access via Reporting |
|
|
* A user calls into Support because she cannot see a field that her coworkers can see. What is the best tool to find out why?
|
The field accessibility grid |
|
|
* Who can manually share records?
|
* The record owner,
* users above the record owner in the role hierarchy, * Those who inherited the record owner * and administrators can manually share records. |
|
|
* Why are sharing rules used?
|
* To grant additional record access to groups of users on an object-by-object basis, allowing you to create exceptions to the organization-wide defaults.
|
|
|
* When would you choose to build a public group?
|
* To simplify the creation of sharing rules when more than one sharing rule is required. * APAC, EMEA, US Sales Reps = Sales Public Group |
|
|
* True/False: Sharing Rules share the Full Access, known as “special privileges” held by a record owner.
|
* False. Full Access is only given to the record owner and cannot be shared -- but can be inherited through the hierarchy.
|
|
|
* What does the role hierarchy control?
|
* The role hierarchy lets you open up record access to users who may have been denied access by the organization-wide defaults. Users in higher roles inherit the special ownership privileges on all records owned by users in roles below them.
* Additionally, the role hierarchy appears at the top of opportunity reports, allowing users to drill down to data at different levels of the hierarchy. |
|
|
* How does a profile differ from a role?
|
* A profile determines what users can do with records they have access to, for example, view or edit. (CRED) -- what you can do
* A role determines what individual records users have access to. --- what records can you do it to. |
|
|
* What are the seven main objects in Salesforce?
|
* Campaign, leads, accounts, contacts, opportunities, cases, and solutions.
|
|
|
What do settings control? |
* Settings determine what users can see in the user interface, for example, apps, tabs, record types, page layouts, and fields.
* Settings = SEE |
|
|
What do permissions control? |
* 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.
|
|
|
* How are the main objects in Salesforce related?
|
Through related lists and Lookups (as indicated by a hyperlink) |
|
|
* What does the page layout control?
|
* The page layout controls the fields, sections, related lists, and buttons that appear when users view or edit a record.
|
|
|
* What can you modify on standard fields?
|
* Field-level security, the field label, Help text, and Picklist values.
|
|
|
* What types of custom fields allow users to select a value?
|
Picklists and lookups |
|
|
* True or False: A checkbox can be a controlling field in a field dependency.
|
True |
|
|
* What happens when you delete a custom field?
|
* 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. |
|
|
* What do object permissions control?
|
The kind of records (object) users can view, create, edit, or delete. |
|
|
* What does the role hierarchy control?
|
* The role hierarchy lets you open up record access to users who may have been denied access by the organization-wide defaults. Users in higher roles inherit the special ownership privileges on all records owned by users in roles below them.
* Additionally, the role hierarchy appears at the top of opportunity reports, allowing users to drill down to data at different levels of the hierarchy. |
|
|
* Where can you configure field-level security?
|
* You can configure field-level security when you create a new custom field, when you edit an existing field in Setup, or by editing a profile.
* OBJECT * PROFILE * WHEN BUILDING THE FIELD |
|
|
* At what “level” does field-level security work?
|
* Model level (vs. View Level -- which is changes to the page layout)
* View Level - Removing the view but not restricting access via Reporting |
|
|
* A user calls into Support because she cannot see a field that her coworkers can see. What is the best tool to find out why?
|
The field accessibility grid. |
|
|
* Who can manually share records?
|
* The record owner,
* users above the record owner in the role hierarchy, * Those who inherited the record owner * and administrators can manually share records. |
|
|
* Why are sharing rules used?
|
* To grant additional record access to groups of users on an object-by-object basis, allowing you to create exceptions to the organization-wide defaults.
|
|
|
* When would you choose to build a public group?
|
* To simplify the creation of sharing rules when more than one sharing rule is required.
* APAC, EMEA, US Sales Reps = Sales Public Group |
|
|
* True/False: Sharing Rules share the Full Access, known as “special privileges” held by a record owner.
|
* False. Full Access is only given to the record owner and cannot be shared -- but can be inherited through the hierarchy.
|
|
|
* What is the purpose of a web-to-lead form?
|
* The web to lead form allows you to generate HTML from Salesforce lead fields that captures data that is then submitted directly into Salesforce.
|
|
|
* What is an auto-response rule?
|
* An auto-response rule sends an email (based on a template) to a person who has submitted a lead (or a case) using the web to lead (or case) online form.
|
|
|
* What are assignment rules?
|
* Assignment rules assign record ownership to individuals or queues based on criteria set in the assignment rule. These rules can apply to leads (or cases) that were created online, manually, or imported through the lead import wizard.
|
|
|
* What is the difference between standard and custom validation?
|
* Standard validation is the field type and also allows you to mark certain custom fields as universally required and or unique.
* Custom validation allows you to create rules using business specific criteria, to prevent users from saving invalid data. |
|
|
When you define a data validation rule, what else must you also define? |
An error message. |
|
|
* When you write validation formulas the validation will fire when the formula evaluates to ____.
|
TRUE |
|
|
* What is the difference between standard and custom validation?
|
* Standard validation is the field type and also allows you to mark certain custom fields as universally required and or unique. * Custom validation allows you to create rules using business specific criteria, to prevent users from saving invalid data. |
|
|
* What are the four report formats?
|
Tabular, summary, matrix, and joined. |
|
|
* How many custom summary formulas can you have per report?
|
FIVE |
|
|
* What chart types are suitable for comparing multiple levels of grouping on a report?
|
* Side-by-side bar chart, stacked bar chart, stacked to 100% bar chart, and grouped line chart.
|
|
|
* What type of components can you have on a dashboard, and what data do they display?
|
* 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. * Visualforce components can display data from other sources. |
|
|
* What does the dashboard running user determine?
|
* The running user determines what data viewers of the dashboard will see.
|
|
|
* What is the difference between creating a global email footer and placing a footer in a template?
|
* A global email footer is attached to all emails sent out from Salesforce.
* A footer attached to a template only goes out on emails created using that particular template. |
|
|
* List the benefits of creating and using letterhead.
|
* A single letterhead can be combined with multiple email template layouts, providing a consistent look and feel for emails sent from Salesforce.
|
|
|
* What can a Folders Contain?
|
Reports, Dashboards, Email Templates and Documents (logo) |
|
|
What can you modify on standard fields? |
* Field Level Security * The field label * Help Text * Picklist Values |
|
|
What types of custom fields allow users to select a value? |
Picklist and Lookups |
|
|
What does the page layout control?
|
The page layout controls the fields, sections, related lists and the buttons that appear when users view or edit a record. |
|
|
What is the difference between standard and custom validation?
|
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. |
|
|
* What are the three evaluation criteria options for workflow rules? |
* When a record is created or edited and did not previously meet criteria,
* when a record is created, and * every time a record is created or edited. |
|
|
* What are the four types of workflow actions?
|
* Field update,
* create task, * email message, and * outbound message. |
|
|
* True/False: The first workflow will trigger the second workflow in the below example.
|
* True.
* If a case is not responded to in a month, a workflow field update automatically changes the status on a case to closed. When the status field turns to closed, there is another workflow to uncheck the “priority” checkbox field. |
|
|
* When you hide a field on the page layout, is it completely secure?
|
* No, the field can still be accessed through reports and the API.
|
|
|
* How many page layouts can be assigned to a profile for a single object?
|
One |
|
|
* True/False: Records Types can override the default profile page layout for a user
|
TRUE |
|
|
* What is the purpose of a web-to-lead form?
|
* The web to lead form allows you to generate HTML from Salesforce lead fields that captures data that is then submitted directly into Salesforce.
|
|
|
* Which users have access to import wizards?
|
* Users with Modify All Data have access to all wizards.
* Users need “Import Personal Contacts” permission to use the Personal Accounts/Contact wizard. (Standard User profile) * Users need “Import Leads” permission to use the Leads wizard (Marketing User checkbox on the User record and/or the Import Leads perm on the Profile – Marketing User profile). |
|
|
* Describe the benefits of the import wizards.
|
* Data can be imported from any CSV file.
* Can choose whether or not to trigger workflow. * Avoid duplicates by matching on Name, email, or Salesforce ID. |
|
|
* List the benefits of the data loader.
|
* Import greater that 50,000 records.
* Update, upsert, export, and delete. * Load to any object. * Save field mappings for later use. |
|
|
* Can a bad import be undone?
|
Yes, using mass delete records. |
|
|
* List three ways to backup data.
|
Weekly Export, Data Loader backup, Reports |
|
|
* What happens to a user’s records if he/she leaves the company?
|
User remains owner of their records until ownership is transferred to another user. |
|
|
* What can you do with users’ records when they leave the company?
|
* 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.
|
|
|
List three uses for folders. |
* Folders provide organization and security for reports, dashboards, documents, and email templates. * Folders can be used to grant specific users access to these objects, or used to hide these objects from users. |
|
|
* What are the four report formats?
|
* Tabular, summary, matrix, and joined. |
|
|
* What chart types are suitable for comparing multiple levels of grouping on a report?
|
* Side-by-side bar chart, stacked bar chart, stacked to 100% bar chart, and grouped line chart.
|
|
|
* What type of components can you have on a dashboard, and what data do they display?
|
* 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. Visualforce components can display data from other sources.
|
|
|
* What does the dashboard running user determine?
|
* The running user determines what data viewers of the dashboard will see.
|
|
|
* List the benefits of creating and using letterhead.
|
* A single letterhead can be combined with multiple email template layouts, providing a consistent look and feel for emails sent from Salesforce.
|
|
|
* What is the difference between creating a global email footer and placing a footer in a template?
|
A global email footer is attached to all emails sent out from Salesforce. A footer attached to a template only goes out on emails created using that particular template. |
