Salesforce Admi 201 5-30-14

Front 1

Account Name should contain only Alphabets and CV system should restrict the usage of special characters and numbers. How would developer accomplish this?



Work flow Rule

Validation Rule

Page layout security

Field level security

Back 1

Validation Rule

Front 2

What is a profile?

Back 2

Collection of settings that determine what a user can see and do with records

Front 3

What does user profile control?

Back 3

What a user can see & do:

Apps,taps, record types, page layouts, object permissions (CRED), field security

Log in hours and IP Addresses

Front 4

The Director of CV system trying access Content Tab but unable to see Content tab, How would Admin enable the Content tab for user?



Profile settings

Role settings

Tab settings for Director Role

None of the answers

Back 4

Profile settings

Front 5

How many standard profiles and what are their names?

Back 5

System Admin, Standard User, Solution Manager, Marketing User, Contract Manager, Read Only

Front 6

True or False: You can change general user permissions on a standard profile.

TRUE

FALSE

Back 6

False

Front 7

VP of CV system trying add files into the libraries but unable to see libraries tab, How would Administrator enable the libraries tab for user?



Profile settings

Tab settings for VP Role

Not available for custom profile

None of the answers

Back 7

Profile settings

Front 8

What are permission sets? (general def)

Back 8

Grant additional user access, they cannot take away permissions

Front 9

How many permission sets can you have

Back 9

1,000

Front 10

CV system need to provide access to one user within their org, full access to ‘Libraries’ to allow them the ability to be able to create, edit delete all content. How would System Admin to enable this for the user without making any changes to the actual profile itself?



Sharing Rules

OWD

Permission Set

None of the answers

Back 10

Permission Set

Front 11

CV systems needs to find out who is downloading Leads information from Salesforce via Reports/Exports, They’d like to make sure to find out who is downloading data out of Salesforce on a regular basis? How would Administrator achieve this?



Data Management | Data Export | Administrative Tool

Data with Reports – Administrative Tool

View Setup Audit Trail

Data Management | Data Export

Back 11

View Setup Audit Trail

Front 12

V system admin trying to grant access to a few Salesforce and platform licence users to run some reports, but the user profile don’t have the Run Reports. Are the users able to run the report?



Yes- users able to run the reports

No – users are not able to run the reports

Salesforce licences users will run the report without this permission

Back 12

No – user’s are not able to run the reports

Front 13

CV Systems created a dashboard and want to display the Account details based on the user logged in. Need to show the dashboard based on the user who is looking at it.



Run as specified Role

Run as logged-in user

Run as specified user

Run as specified Group

Run as specified Profile

Back 13

Run as logged-in user

Front 14

CV system needs to enable Person accounts in their org(Enterprise Edition), how the Developer would get person accounts feature made available?



From Setup | Person Accounts | Enable

Log a Case to Salesforce support

From Setup | Accounts | Person Accounts | Enable

Not available in Enterprise Edition

Back 14

Log a Case to Salesforce support

Front 15

Which of the following object’s system field can’t be inserted during import process?



Event

Account

Opportunity

Position

Campaign

Back 15

Campaign

Front 16

How many fields can be added to each search layout ?



12

15

10

8

20

Back 16

10

Front 17

Which of the following is not part of the auditing process in Salesforce?



Set-up audit trial (enable audit trial in Salesforce)

Chatter feed Tracking

Field history tracking

Back 17

Chatter feed Tracking

Front 18

Which of the following will help you to enforce business processes?



Custom Object

Workflow

Profile

Web-to-lead assignment

Back 18

Workflow

Front 19

What will you do to preserve data quality in your org?



Create appropriate page layouts to enforce proper user adoption.

Create a validation rule to enter data in a proper format.

Create a validation to enforce conditionally required fields

Create a trigger to create relevant child objects automatically

Back 19

Create a validation rule to enter data in a proper format.

Create a validation to enforce conditionally required fields

Front 20

CV systems want to allow the current Lead Owner to reassign to someone else. They do not want to allow anyone who is not the current owner to go in and transfer the lead to another sales rep. How would developer accomplish this?



Lead Assignment Rule

Transfer Leads

Validation Rules

Owner assignment Rule

Back 20

Validation Rules

Front 21

Which of the following can be stored in Folders?



Reports

Dashboards

Documents

Email templates

All the answers

Back 21

All the answers

Front 22

What is the formula for a custom field, ‘Created Date’. This custom field is a DATE TIME field?



Created Date()

DATEVALUE(CreatedDate)

Now(CreatedDate)

Today(CreatedDate)

Back 22

DATEVALUE(CreatedDate)

Front 23

Custom formula fields are recalculated:



Nightly

Every twenty minutes

Each time a user views the record

Once per user session

None of the above

Back 23

Each time a user views the record

Front 24

Choose the three Force.com Application User Interface components. ( Choose 3 )



Standard Objects

Tabs

Page Layouts

Opportunities

Hover Details

Back 24

Tabs

Page Layouts

Hover Details

Front 25

Which of these are NOT components of Company Profile? (Select 2)



Default Language

Fiscal Year

Collapsible Sidebar

Holidays

Hover Details

Back 25

Collapsible Sidebar

Hover Details

Front 26

What are the object permissions? (There are 4!)

Back 26

CRED...View all, modify all

Front 27

What is the overveiw of Security Data Access: (Define each or give description)

Org

Object

Record

Field

Back 27

Org - Org login and access

Object - Profile - CRED

Record - role hierarchy & Sharing

field

Front 28

What are the three data access models? Who can see what OWD

Back 28

Public

Private

Hybrid

Can find in Security-Sharing...

Front 29

Organization Wide Defaults

Back 29

Determines access to records you do NOT own

Public Read/Write - all users can view, edit, search, report and add related

Public Read/Write/Transfer - can also change ownership and delete

*** For case owners to view account, they must have at least Read or add access

OWD-ROle Hierarchy-sharing rules-manual sharing rules

Front 30

What does sharing control?

Back 30

Which records

which users

what level of access

Front 31

What are the 7 sharing rules?

Back 31

Account - Based on who owns or other selected criteria, allow default sharing access

Contact - Based on who owns **Cannot be used with territory management or B21

Opp - Available: Enterprise, Performance or unlimited...based on who owns

Same for: case, lead, campaign & Custom object

Front 32

What are the 3 sharing rules?

Back 32

Grant additional sharing rules - 3 components:



1. Can be owned by certain user

2. Meet a certain criteria which users can share with: public groups, roles, subordinates,

3. Determine what level of access...read only or read/write

Front 33

Define criteria based sharing

Back 33

It is determined based on field vales. Can be used for:

Account

Opps

Contact

Cases

Custom Objects

*** In it text fields are case sensitive

Front 34

Which of the following objects may have sharing rules?



Opportunities

Campaigns

Products

Dashboard

Custom Objects

Forecasts

Back 34

Opportunities

Campaigns

Custom Objects

Front 35

When do you use Account teams for sharing rules

Back 35

For public groups: Users or groups combined for a sharing rule (EX: sales and case managers)

Front 36

When do you use manual sharing?

Back 36

When you cannot define a group of users. Owners and anyone high may grant access

Front 37

What does a Role Hierarchy do?

Back 37

Opens up record access that is denied by defaults

Front 38

What is field level security? Where do you set it up?

Back 38

field level security - Defines ability to view & it specific fields (like SS#)...enforce data security, ensures users only see relevant data

Fields - the most restrictive access applies....so in our case everyone can view the speaker record, but only Kathia can view SS#.

Can u via profiles or field by field

Front 39

What permissions are needed to convert leads?

Back 39

Create & Edit on leads, account, contacts and opps AND Convert Leads AND Read on any related campaigns

Front 40

What can a delegated Admin do?

Back 40

Create & edit users, reset passwords, unlock users, Assign users to specific profile, Manage custom objects created b y admin, log in as a user

***to delegate access to particular objects, use object permissions such as view all or modify all

Front 41

What can you do/change in standard fields

Back 41

Cannot delete, but can remove from page layout

Can change:

label

pick list

help text

look up filters

tracking

number format

Front 42

What are the four steps to creating a custom field

Back 42

1. Choose fields type

2. Enter the details

3. Establish field level security

4. Add to page layout

Front 43

How many custom long text fields can you have

Back 43

25

Front 44

How can you have data loss in custom fields?

Back 44

If you change data type or delete the field

Front 45

Talk about dependent picklists

Back 45

WOrks with controlling pick lists

The controlling fields can be:



Standard Picklist

Multi picklist

Standard check box

custom checkbox



The dependent field can only be custom or multi picklist

Front 46

Look up filters

Back 46

Can reference:

other fields on same record

fields on target objects

fields on user record/profile

Front 47

What makes a parent/child relationship between fields

Back 47

Look up filters link to different objects

Front 48

What are custom formulas

Back 48

Read only

Not visible on edit pages

supported on stand and custom objects

can reference standard, custom or formula fields



***Can NOT reference encrypted or long text area

Front 49

What are cross object fields

Back 49

Can access up to 10 parents levels (We use on opp page showing the speaker info

Front 50

Talk about record types

Back 50

Can be assigned by profile or permission sets

Can implement business processes by assigning certain page layouts

Front 51

What type of record type is used for:



Web-to-case

research was on test

Back 51

Case is the default record type of record owner

Can create workflow rle: Case can be assigned to a queue, handle 5000 a day

Front 52

What type of record type is used for:



Web-to-lead

Back 52

Lead becomes default record type of lead owner

YOu can create a workflow rule: auto reponse rule (emai la lead), or an asisgnment rules to route to the sales team

Cn manage upto 500 leads a day

Front 53

How can user identify record type? (?)

Back 53

Admin can add type to page layout and make it a default

Front 54

what is a business process

Back 54

describes milestones a record goes through from NEW until DONE. You must create at least one business process before you can create a record type for it. Must be associated with record type and in the USer profile to use. Record types help implement BP through page layouts

Front 55

What are the four steps to creating a business process

Back 55

1. Update MAster picklist

2. Create Business process (Name it)

3. Create record types and associate them with the business process

4. Add record type to profiles

Front 56

Talk about field history tracking:

How many fields can you track

Back 56

You can track up to 20 fields

The logs shoe:

User making the change

Date and time of change

Old and new values

Front 57

When is system validation used?

Back 57

To make a field required or universally unique

**** If required must be on all page layouts and cannot be hidden, must be editable on all permissions

Can NOT be used for picklists or long text area



Unique entry: Works for email, number and text fields only. Text fields can be case sensitive

Front 58

Custom Data Validation

Back 58

Contains 2 components:

FOrmula or expression for the data evaluation

Returns a T r F value on save and you will receive an error message

Front 59

Set up a custom validation (What are the steps?)

Back 59

1. State business requirements

2. Break down the requirements and state error condition (You cannot save opp if you do not have a close date)

3. Express the error condition as a bolean statement

4. Compase the error message

Front 60

Can you customize activities?

Back 60

Yes! You can have validation rules, record types, page layouts and enable recurring tasks and events

Front 61

Find the rule for import wizard....if a required filled is not filled out, does the whole thing fail?

Back 61

Required fields: Find out whether there are required fields in the object in question and if so, make sure that they are included in the import file. You might also see a "Data already exists" error message when some required fields are not included.

Front 62

Who can run reports?

Back 62

Users with "run reports" permissions

Must have access to the folder

Reports can be public, private or accessible to select users

Admins can set folder access and create new folders

Front 63

Where can you access reports?

Back 63

1. The reports tab

2. An object's home page

3. From report URL

4. WIthin a scheduled email

Front 64

What are the four steps to creating a report folder?

Back 64

1. Enter a label

2 Select read or read/write access

3. Optionally move reports from Unfiled folder

4. Select which users have access

Front 65

Tabular Reports

Back 65

1. A simple list of records

2. Used for mailing lists and activity reports

Does NOT display sums

Front 66

Summary Reports

Back 66

1. Records sorted into groups with subtotals

2. Ex: Opportuity by stage

Front 67

Matrix report

Back 67

1. Data summarized in grid

2. Used to compare related totals

3. Ex: Account annual revenue by Owner and type

4. Compares totals for both rows and colunms

5. Summarizes in a grid against horizontal and vertical data

6. When creating, start in Summary, than move to Matrix

Front 68

Joined Report

Back 68

1. multiple Blocks of related info

2. Ex: Opp and cases for an Acct

Front 69

How many filters can you use in a report

Back 69

20

Front 70

Who can access a report

Back 70

Users with access to the folder

Reports do NOT roll up in the hierarchy

Front 71

What can be modified using the Report Options at top of a summary report

Back 71

Time Frame

How the records are grouped

Front 72

What is the report type?

Back 72

the objects or related objects that you want to report on.

It is first step....select Accts and then Accts-Contact

Front 73

what is the report builder or scope?

Back 73

Select which records to veiw and report time frame

Second step - Clearing decks as I say....Select My accounts and the date range

Front 74

Report columns or fields

Back 74

Select the fields you want to appear in the "preview section?

Front 75

Report Format

Back 75

How you want to data organized:

Tabular, Summary, Matrix and Joined

Front 76

What are custom summary formulas?

Back 76

1. Can have upto 5 on report

2. Can NOT reference other summary formulas

3. But can reference summary fields

4. Only display on summary rows, so not detail recrod rows (???)

5. Can be used in Summary & Matrix reports

Front 77

What reports display from summary rows?

Back 77

Table

Chart

(double check this)

Front 78

Which report types allow groupings and subtotals? (Choose 2 answers)



Pie

Standard

Summary

Matrix

Tabular

Dashboard

Back 78

Summary

Matrix

Front 79

What do you need to schedule reports?

Back 79

1. A running user

2. Frequency

3. Start and end dates

Front 80

What is a dashboard?

Back 80

A dashboard is a visual representation of summary data from multiple CUSTOM reports. It is a higher level view of reports

Front 81

What are the available chart types for Dashboards?

Back 81

1. Bar Chart

2. Line Chart

3. Pie/donut chart

4. Funnel chart

5. Scatter Chart

Front 82

What is a Bar Chart

Back 82

Type of dashboard chart

Each bar reps data from a grouping/summary row

Use horizontal to compare many groups

Use vertical for fewer groups or when grouping by a date field



*** A bar chart shows values as horizontal lengths, so this format can be good for comparing distance or time. Use a bar chart when you have a summary report with a single grouping, or you only want to display one grouping.

Front 83

What is a Line Chart

Back 83

Dashboard chart

Each point reps data from a grouping

Use when grouping by date fields

Line date fields

*** Great for displaying changes over time

*** Line charts are good for showing changes in the value of an item over a series of points in time, such as week to week or quarter to quarter. Use a line chart when you have one important grouping representing an ordered set of data and one value to show.

Front 84

Pie Donut Chart

Back 84

Dashboard chart

Each wedge reps data from grouping (like activities per sales person)

Can summarize the date

Use to compare shares of grand total

Use donut to display grand total

Compare shares



*** A pie chart or a donut chart is good for showing the relative shares of different quantities. Use the component data tab to select the values your pie or donut chart will compare.

Front 85

Which dashboard charts can look at grand total

Back 85

Pie/Donut

Front 86

Funnel Chart

Back 86

Dashboard chart

Each segment reps data from a grouping

Can summarize the data

Show proportions among groupings

EX: use to show value of each pop



****Use a funnel chart when you have multiple groupings in an ordered set and want to show the proportions among them.

Front 87

Which dashboard charts can be used to summarize/

Back 87

Pie/Donut

Funnel

Scatter

Front 88

What is a scatter chart?

Back 88

Part of dashboard charts

Plot two summary fields against each other (EX: win ratios among sales people or closed vs won opps)

Visualize correlation between values in a group

Must enable report builder upgrade



*** Use scatter charts to show meaningful information using one or two groups of report data plus summaries.

Front 89

How many components can a dashboard have?

Back 89

20

Can use VF

Has a running user

Dashboard components can be charts, tables, gauges, metrics, or other components that you can create with VisualForce.

Front 90

What are the Dashboard components?

Back 90

1. Chart

2. Gauge

3. Metric

4. Table

5. VF page

Front 91

Chart

Back 91

Dashboard component

Display data from summary row

graphically display data

based on report data

Shows the fields the report is summarized on

Good for: comparison

Can be horizontal or vertical bars

Front 92

Gauge

Back 92

Dashboard component

When you have a single value that you want to show within a range of custom data.

Show percentage of the total...show progress towards a goal

Where the grand total falls within a range

EX:Where current revenue stands compared to a Min and Max point...Or sales for the year as compared to quota

You can follow a gauge

Front 93

Metric

Back 93

Dashboard component

Displays the grand total as a single data point

Use when you want to display ONE key value

Uses conditional highlighting

EX: Total number of Closed/won opps

You ca receive an email when the grand total is met

Front 94

Table

Back 94

Dashboard component

Each row displays data from summary rom

Set pf report data in a column form

Ex: See top 20 account opps, use for leaderboards

Can display user photos when used/ shown in Chatter

Front 95

VF Page

Back 95

Dashboard component

When you want to create a custom component

** Can show data from an external system..maybe Accounts receivable?

Front 96

Table

Back 96

I have conflicting notes, so research to get current answer

Says this is Dashboard component

displays data in column form

display a grouping or summary fields

Can display more than to columns

Front 97

What can you do with dashboard filters?

Back 97

1. View different subsets of data that are on the same report

2. Post Chatter Snapshots of dashboard components

3. Schedule or email filtered dashboards

Users can NOT add filters to dashboard with VF or s-control components

Front 98

What charts look at multiple groupings

Back 98

1. Side-by-side charts

2. Stacked Bar

3. Stacked to 100%

4. Grouped line

Front 99

Side-by-side charts

Back 99

Chart type: multiply groupings

Each source is represented by bar on the graph

compare values

Front 100

Stacked Bar

Back 100

Chart type: multiply groupings

Display proportions between values

Displays a single bar for each primary value, with secondary values shown on the same bar

Front 101

Stacked to 100%

Back 101

Chart type: multiply groupings

Use for proportions between values in the group

All bars are the overall same length (colored markings are different sizes to indicate different values)

Front 102

Grouped line

Back 102

Chart type: multiply groupings

each bar represents an ordered set of data

Missing values are displayed as gaps

** Hard to compare totals here

Front 103

Who can view a dashboard

Back 103

1. Users with "Run Reports" permission

2. Must have access to dashboard folder

3. Admins can set folder access or create new folders

Front 104

What is the "Running User"

Back 104

1. Running User is used in Dashboard and determines what data is visible

2. The dashboard creator will specify a Running User

3. Users can see data at highest level

To create a dynamic dashboard - select to run as logged-in-User

Front 105

How current is dashboard data?

Back 105

1. Dashboards must be refreshed to show most current data

2. Users can manually refresh dashboards

3. Admins and authorized users can schedule an automatic refresh

Front 106

What other data can be accessed from Dashboards?

Back 106

Users can drill down and see:

The source report

filtered sources from reports

Record detail page from charts & tables

A Specified URL

Front 107

Fact - Chatter & Dashboards

Back 107

You can enable Chatter for dashboards for user alerts

Front 108

How many records can be previewed?

Back 108

50

Front 109

Why would you add highlights?

Back 109

1. Make exceptional values stand out

Front 110

What is a snapshot?

Back 110

need to check "Enable dashboard snapshots"

Front 111

What type of Dashboard display GRAND TOTAL from the bottom os a report

Back 111

not sure, research this one

Front 112

What re dashboard filters?

Back 112

Check this one....

based on a single field, you have upto 10 options

Can have up to 3 filters: date, date/time, currency, picklist, look p text

Maybe you can choose 3 out of 10?

Front 113

Who can build or create dashboards?

Back 113

Users with "Manage dashboards" permissions

Front 114

What are the four steps to creating a dashboard?

Back 114

1. Dag a component (What you want it to look like)

2. Drag a report (data source) to display the data

3. Edit component - title, location, properties

4. Select running user

Practice this

Front 115

What can the email admin do?

Back 115

Create email alias ([e-mail])

Set up BCC

Enable email to SFDC that automatically logs emails sent from a third party as activities

stop users from downlading harmful attachments attachments

create default footer

Front 116

What can email templates be set up for?

Back 116

1. Web-to-lead

2. Web-to-case

3. Email-to-caew

4. Assignment rules

5. Escalation rules

6. Auto response rules

7. Workflows

Front 117

What are the four email template choices?

Back 117

1. Text

2. HTML (using letterhead)

3. Custom (without using letterhead)

4. VF

Front 118

What controls access to an email template?

Back 118

The folder where it is saved

You can access through personal or admin set up

Front 119

what are the four steps to creating an email template?

Back 119

1. Chosse template type (Text, html w/ letterhead, custom (w/o letterhead, VF)

2. Enter template info ( FOlder location, name, choose letterhead and layout)

3. Enter content

4. Create text-only version

Front 120

What is a workflow rule?

Back 120

Automates workflows based on org requirements

Triggers workflow actions based on criteria

Front 121

What are the four types of workflow actions?

Back 121

1. Workflow tasks

2. Email alerts

3. field updates

4. workflow outbound messages

Front 122

What is a workflow task?

Back 122

1. can be assigned to a user, role, record owners, opp team member or acct team member

2. Are associated with workflow rles for same type of record

3. Should NOT be assigned to roles with multiple users

4. Can be assigned to multiple users by creating multiple tasks as results of rule (So create tasks or person selected as event coordinator and sale person)

5. Can be tracked in activity history and reported on

Front 123

What is a workflow email alert?

Back 123

1. Auto sends an email to one or more recipients (S the work flows Gigi had me create)

2. Send a template email to: user, role, record owner, record creator, opp team member, or account team role

3. Can be sent to any email address populated in a custom or standard field on a recod

Front 124

What are workflow FIeld updates?

Back 124

1. Auto change value of field

2. Can be created for standard or custom objects

3. Can be immediate or time dependent

4. Depending on field type, can make the value blank or calcualte a value based on a formula

5. Can retrigger workflow rules

Front 125

What is a workflow outbound message?

Back 125

1. send specific info to a designated endpoint

2. Send data in form of an API/SOAP message

3. Cna be created for standard or custom object

EX: Opp is closed/won - outbound message - to order fulfillment system

Front 126

When can work flows trigger?

***Reseach as this was on test

Back 126

When a record is saved or be time delayed

For time delayed, actions are placed in a queue

EX - Acct has support plan - One month before it expires, trigger an email to the Customer support rep to call them (Could probably do this with accounts we have previously booked with based on the closed/won date)

Front 127

Which one will help you enforce business processes?



1. Custom Object

2. WOrkflow

3. Profile

4. Web-to-lead assignment

Back 127

Workflow

Front 128

How is a workflow evaulated?

Back 128

Validation rules

Assignment rules

Auto response rules

Workflow rules

Escalation rules

Front 129

What are the steps for creating a workflow rule?

Back 129

1. Create custom felds and map to contact, acct , opp - must be the same data type. Exceptions are: picklist, text area and auto number

2. Create queues to use until someone takes ownership - add users to the queue

3. Create auto email templates

4. Create assignment rules - Only one can be active at a time, but you can have several criteria

5. Create aut resonse rules - targeted email replies

6. Create a web form

Front 130

Why use the Import Wizard?

Back 130

1. Less than 50,000 records

2. Be alerted to duplicates

3. Choose whether or not to trigger workflow

Front 131

Why use the data loader?

Back 131

Can load ALL objects

Schedule imports

Save mapping

Update, upsert, export and delete

Front 132

The Force.com Data Loader is supports… (Choose 3 answers)



Performs a rollback of a transaction.

Insert records for two different objects in a single call.

Import data into custom objects.

Perform insert and update operations across a set of records.

Load more than 50,000 records at a time.

Back 132

Import data into custom objects.

Perform insert and update operations across a set of records.

Load more than 50,000 records at a time.

Front 133

Which are capabilities of the Data Loader? (Choose 2 answers)



The data loader can be executed from command line.

The data loader can re-duplicate records.

The data loader can bypass sharing model settings.

The data loader can load more than 50.000 records at a time.

Back 133

The data loader can be executed from command line.

The data loader can load more than 50.000 records at a time.

Front 134

0

NP Admin: NPSP Data Management #2

How many records can be imported at one time to the Lead object via Import Wizard?



500

5,000

50,000

500,000

Back 134

50,000

Front 135

True or False: Multiple currencies can only be enabled by a request to Salesforce support.



TRUE

FALSE

Back 135

True

Front 136

To support multi-currency, the developer needs consider two facts?(Choose 2 answers.)



1) Must place values in currency ISO Field.

2) The System Admin can add additional currencies, once multi currency has been enabled.

3) Roll up currency summary fields will calculate incorrectly, if on the accounts object rolling up opportunities using multiple currencies.

4) Salesforce.com will automatically track and update the various currency rate changes.

Back 136

2) The System Admin can add additional currencies, once multi currency has been enabled.

3) Roll up currency summary fields will calculate incorrectly, if on the accounts object rolling up opportunities using multiple currencies.

Front 137

Once you define a custom fiscal year structure, your company can not return to the standard fiscal year calendar. (Single Choice)

TRUE

FALSE

Back 137

True

Front 138

A Regional Sales Managers’ direct Reports are frequently added as sales team members for other sales reps Opportunities. Which report view filter should be applied to a pipeline report to display all of the Opportunities for which the RSM’s direct Reports are involved?



My team’s team-selling and their Opportunities.

My team-selling Opportunities.

My team-selling and my Opportunities.

My team’s Opportunities.

Back 138

My team’s team-selling and their Opportunities

Front 139

What are the three ways to make a field required? (Choose 3 answers)



Object level security

Validation rule

Workflow rule

User authentication

Page layout

When creating a field.

Back 139

Validation rule

Page layout

When creating a field.

Front 140

CV Systems is considering territory management in its existing SF Implementation due to Organizational changes. Which area of the SF should be evaluated before enabling territory management? (Choose 2 answers)



Whether multi-currency is enabled.

The sharing model for Quotes & Opportunities.

Whether customizable forecasting is enabled.

The sharing model for Accounts and Opportunities.



(Sales Cloud)

Back 140

Whether customizable forecasting is enabled.

The sharing model for Accounts and Opportunities.

Front 141

CV Systems is deploying the Sales Cloud to 1000 sales users. The implementation team is planning an end user support plan for the first 2 weeks of the implementation. What would a consultant to be included in the plan? (Choose 2 answers)



Inform to customers about potential issues.

24x7x365 support from the SF Admin and IT teams

Meeting schedule to review open issues and escalations

Create process for users to report issues.



(Sales CLoud)

Back 141

Meeting schedule to review open issues and escalations

Create process for users to report issues.

Front 142

The NPSP Administrator needs to migrate the data from an external org to a brand new org and needs to include the data’s original System audit trail fields (Created by, Created date, Last modified by, Modified date). How can we achieve this ?



Contact Salesforce.com Support to enable API access to System Fields.

We cannot insert the values for System audit trail fields.

System Admin can enable API access to System Fields.

None of these.

Back 142

Contact Salesforce.com Support to enable API access to System Fields.

Front 143

CV Systems is implementing Sales Cloud Implementation and the project sponsor indicates that the implementation will only be successful if every Sales User logs into SF 2 times a day. How should the consultant proceed?



Create Login Report and email it to the Manager daily.

Import an adoption Dashboard from the AppExchange.

Create a report to document the number of logins per Sales User.

Understand the reason for this requirement and advise accordingly.

Back 143

Understand the reason for this requirement and advise accordingly.

Front 144

Which administrative permissions are necessary in order to edit profiles?



Manage Users and Customize Application

View Setup and Configuration, Manage Users and Customize Application

View Setup and Configuration, Manage Users and Manage Profiles

Manage Profiles and Manage Users

View User Configuration, and Manage Users

Back 144

View Setup and Configuration, Manage Users and Customize Application

Front 145

CV Systems requires an Opportunity record type be created upon lead conversion. How can this requirement be met?



Create validation rules on the Opportunity Record.

Create custom code and override the convert button to use custom lead logic

Create workflow rule on the Account Record.

Create Validation Rule on the Lead Record.



(Sales cloud)

Back 145

Create custom code and override the convert button to use custom lead logic

Front 146

Select two types of Salesforce.com licenses.



CRM

Salesforce Platform

Professional

Enterprise

Developer



** Was on test

Back 146

CRM

Salesforce Platform

Front 147

True or False: Profile settings do not override the organization’s sharing model.



TRUE

FALSE

Back 147

True



Role hierarchies and sharing rules can only be used to grant additional access—they cannot be used to restrict access to records beyond what was originally specified with the sharing model through organization-wide defaults.

After restricting access using organization-wide defaults, users typically get access through one or more of these methods:

Role hierarchy

Sharing rules

Manual sharing

Implicit access (Accounts and associated child records)

Teams (Account, Case, and Opportunity)

Front 148

A sales rep at CV Systems is creating a content delivery for a high-profile prospect that contains sensitive information in the form of a pricing quote with terms and discount. What should the sales rep do before sending the content delivery URL to the prospect? (Choose 3)



Preview the URL to ensure that the formatting in the original file displays properly in the Online Link.



Test the email link and make sure the link works properly.

Add the Prospect as a member to the Library.



Set an expiration date for the content delivery

.

Protect with a password on the content delivery before it can be viewed.



(sales Cloud)

Back 148

Preview the URL to ensure that the formatting in the original file displays properly in the Online Link.



Set an expiration date for the content delivery.



Protect with a password on the content delivery before it can be viewed.

Front 149

OWD default setting for accounts is private. A manager resides above the team in the role hierarchy and wants to share team account summary within her team. Which feature can extend the viewing privileges to the team to allow them to see a summary of the team’s data. (Choose 2 answers)



Specifying herself, as the running user of a dashboard.

Specifying herself, as the running user of a report.

Dashboard folder access.

Report Folder access.

Back 149

Specifying herself, as the running user of a dashboard.



Specifying herself, as the running user of a report.



Organization-wide default settings specify each object's default access level for users in your organization. If an object's default access level is Public, users with enabled object permissions (“Read,” “Create,” “Edit,” or “Delete”) may be able to access records that they don't own. For example, if the default access setting for the account object is Public Read/Write, then any user with the “Read” permission on the account object can view any account record. When setting organization-wide defaults, you want to make sure you don't let portal users see objects they shouldn't access.

The Sharing Organization-Wide Defaults report—one of the portal health check reports—lists standard and custom objects and the default access setting for each object. You can use this report to review and edit the organization-wide default settings that may expose records to portal users.

Front 150

CV Systems hired new sales people to augment the growth. However, it has a complex suite of products and pricing structure. The VP of Sales would like to facilitate collaboration between new and more experienced sales reps in order to improve the on-boarding process and to increase the productivity. Which features should help the VP to accomplish his objective? (Choose 3)



Enable Content share documents using libraries.



Use Documents Tab to store the appropriate documents and enable the sharing with the new and experience reps.



Enable Content share documents using libraries.

Back 150

Enable Content share documents using libraries.



Enable Content share documents using libraries.



***This was on test

Front 151

What are the three layers of a Force.com application?



Sandbox

Requirements

Network

Data Model

Business Logic

User Interface

Back 151

Data Model

Business Logic

User Interface

Front 152

In which scenarios will the sharing button appear? (Choose 2)



When the sharing model for the object is read only

When the sharing model for the object is private

When the sharing model for the object is read/write

None of the above

Back 152

When the sharing model for the object is read only

When the sharing model for the object is private

Front 153

CV Systems sales management travels frequently and is often unable to log into the application to review their pending approvals. CV wants to implement approval process, Which options will satisfy the requirement? (Choose 2)



Enable approvals by email for each approval process.

Enable Mobile to allow approvals via mobile devices.

Create a report of all pending approvals and email daily to the sales management for approval.

Schedule and email a Dashboard of all pending approvals.

Back 153

Enable approvals by email for each approval process.

Enable Mobile to allow approvals via mobile devices.

Front 154

Which are components of the Developer Console? (Choose 2 answers)

SOQL Workbench.

Query Editor.

Tests tool.

Force.com IDE.

Back 154

Query Editor.

Tests tool.

Front 155

True or False: Sharing rules per object can grant access beyond the default sharing settings.

TRUE

FALSE

Back 155

True

Front 156

CV Systems has set up Salesforce to Salesforce with one of its partners to share opportunities with the partner. What standard benefits will CV Systems gain when implementing SF to SF? (Choose 2 answers)



Opportunity assigned automatically to the partner.

Ability to manage internal and channel sales in one place.

Visibility into partner updates on shared records.

Access to a partner’s Reports and Dashboards.



*** Was on test

Back 156

Ability to manage internal and channel sales in one place.

Visibility into partner updates on shared records.

Front 157

Which of the following are custom field types? (Choose 3 answers) (What do you chose as step one in creating a new field!)



Text

User

Address

Lookup

Object

Phone Number

Back 157

Text

Lookup

Phone Number



(double check to make sure address is not one of them.....I know User and object are not choices. Is Address a text field?)

Front 158

True or False: The profile of the record owner is what determines access to that record for the rest of the organization via sharing settings.



TRUE

FALSE

Back 158

False

Front 159

CV Systems is planning to implement CRM, what are the most common challenges that the company should address bfore the implementation? – (Choose 3 Answers)



Unsecured Environment.

Mobile and Tablet PC Access.

Low User Adoption.

Poor Data Quality.

Untrained Staff.

Back 159

Unsecured Environment.

Low User Adoption.

Poor Data Quality.

Front 160

Through the Web-to-Case function, how is that case associated with a contact?



Contact name

Contact email

Account name

None of the above



Service cloud

Back 160

Contact email

Front 161

CV Systems recently enabled Chatter and has found it extremely helpful in the sales process. Given the success, CV Systems would like to bring the competitive intelligence team into Salesforce to leverage Chatter to collaborate on opportunities when key competitors are identified. Which step should be considered when setting up the competitive intelligence team? (Choose 2)



Create groups by Competitors and add appropriate members to each group.

Assign competitive intelligence team members to each Opportunity

Set up each member of the competitive intelligence team with standard user licenses.

Set up each member of the competitive intelligence team with Chatter Free licences.

Back 161

Create groups by Competitors and add appropriate members to each group.



Set up each member of the competitive intelligence team with Chatter Free licences.



***A license manager is a Salesforce organization that tracks all Salesforce subscribers installing a particular AppExchange package. Salesforce administrators can choose to designate another organization as the license manager for one of their packages. The license manager does not need to be the same organization as the one from which the package is managed. To choose another organization as the license manager, all you need is an email address (not a Salesforce username). If a Salesforce administrator selects to have a third-party license manager and enters your email address, you will receive a license management request in email.

Front 162

When would a developer use upsert with external IDs? (Choose 2 answers)



To load related records without knowing Salesforce record IDs.

To use the Force.com API to query for data.

To integrate with an external system.

To migrate customization’s from sandbox to production.

Back 162

To load related records without knowing Salesforce record IDs.



To integrate with an external system.

Front 163

Which type of rollup summaries exist?



Average

Count

Sum

Min

Max

Difference

Back 163

Count

Sum

Min

Max



** While your formula fields calculate values using fields within a single record, roll-up summary fields calculate values from a set of related records, such as those in a related list. You can create roll-up summary fields that automatically display a value on a master record based on the values of records in a detail record. These detail records must be directly related to the master through a master-detail relationship. For example, a custom account field called Total Invoice Amount displays the sum of invoice amounts for all related invoice custom object records in the Invoices related list on an account.

You can perform different types of calculations with your roll-up summary fields. You can count the number of detail records related to a master record, or calculate the sum, minimum value, or maximum value of a field in the detail records.

https://help.salesforce.com/HTViewHelpDoc?id=fields_about_roll_up_summary_fields.htm&language=en_US

Front 164

What are the key challenges of a Salesforce CRM organization?

Business Drivers, Business Processes and CRM Solutions

Number of Users and API Calls per day.

Business processes using mobile application.

System Downtime for maintenance

Back 164

Business processes using mobile application.



*** With Salesforce CRM Content you can organize, share, search, and manage content within your organization and across key areas of the Salesforce application. Content can include all file types, from traditional business documents such as Microsoft® PowerPoint presentations to audio files, video files, Web pages, and Google® docs.

Front 165

Which of the following are custom field types?



Date

Auto Number

Date/Time

Lookup

Boolean

Float

Back 165

Date

Auto Number

Date/Time

Lookup

Front 166

In a properly designed CRM environment, which settings determine the users access to the record? – (Choose 2 answers)



Roles and Role Hierarchy.

Field History Tracking.

Org. Wide Default.

Field Level Security

Back 166

Roles and Role Hierarchy.

Org. Wide Default.

Front 167

What are two components of a Workflow Rule?

Validations

Profiles

Objects

Actions

Criteria

Back 167

Actions

Criteria

Front 168

CV Systems’s sales department defines its sales pipeline as all open Opportunities and its Forecast as Opportunities with a 80 percent or greater probability of becoming Closed/Won. The sales department needs to monitor this information by region and revenue amount closing each month. Which option should a consultant recommend?



Create a report of Opportunity amount by region and close month, and filter by probability.



Ask sales operations to provide a report before end of every month.



Create a Workflow rule to notify sales operations when an Opportunity exceeds 80 percent probability.



Create regional pipeline and Forecasting Dashboard, and schedule a monthly refresh.

Back 168

Create regional pipeline and Forecasting Dashboard, and schedule a monthly refresh.

Front 169

With Multi Currency activated, to track revenue gain or loss based on currency fluctuations, you must implement..

Multi-Currency

Sandbox

Territory Management

Advanced Currency Management

Back 169

Advanced Currency Management

Front 170

CV Systems often experiences a slowdown in sales. To address the issue, the company wants to run a contest for the Sales Team as described below. 1)- Increase the number of Leads qualified weekly.2)- Increase the Opportunity closed. 3)- Increase the number of Activities per sales deal. The VP of Sales needs to track the Sales Team’s progress against these goals on a daily basis. Which solution will help the VP to get the required information?



Create a Dashboard to track the Metrics, set the VP of Sales as the running user, and schedule a daily refresh to be emailed.



Create three reports to track the Metrics and schedule a daily refresh to be emailed to the VP.



Create a Dashboard to track the Metrics, set the VP of Sales as the running user, and set this as the default Dashboard for all sales reps.



Conduct weekly meeting with the Sales Team to review the Dashboard Metrics.

Back 170

Create a Dashboard to track the Metrics, set the VP of Sales as the running user, and set this as the default Dashboard for all sales reps.

Front 171

What steps are part of the process to enable Multi-Currency in an organization?

Create a Sandbox

Contact Salesforce.com to enable multiple currencies

Enable Advanced Currency Management

Choose a default currency

Back 171

Contact Salesforce.com to enable multiple currencies

Choose a default currency

Front 172

Which of the following are true about opportunity rollups? (Choose 3 answers)



Opportunities rollup as you record them on insert, edit or delete of an Opportunity record.



Any insert/edit/delete actions on the Account, Contact, or Household objects that affect the value will trigger an Opportunity rollup.



Opportunity is rolled up when the stage is closed won.



Opportunity rollups are enabled in the Contact Settings tab.

Back 172

Opportunities rollup as you record them on insert, edit or delete of an Opportunity record.



Any insert/edit/delete actions on the Account, Contact, or Household objects that affect the value will trigger an Opportunity rollup.



Opportunity is rolled up when the stage is closed won.

Front 173

CV Systems has implemented standard Quote functionalities. In order to synchronize Opportunity line items with Quote line items, which solution should you recommend?



Educate users to add/update/delete a Quote line item when they make changes to Opportunity product line items.



Educate users to click the Start Sync button on the Quote they want to synchronize with the Opportunity.



Create validation rules on Opportunity Product and Quote line items object to ensure they stay synchronized whenever a change is made.



Create apex triggers on the Opportunity product and Quote line item objects to make sure they stay synchronized whenever a change is made.

Back 173

Educate users to click the Start Sync button on the Quote they want to synchronize with the Opportunity.

Front 174

Which of the following are company-wide settings? ( Choose 3 )



Tab visibility

Field level security

Enable inline editing

Enable collapsible sections

Show quick create

Object level security

Back 174

Enable inline editing

Enable collapsible sections

Show quick create

Front 175

Without using Visualforce, which five of the following components can be customized on a page layout?

Field locations.

Images.

Related List properties.

Buttons.

Field properties.

Related Lists Displayed

Back 175

Field locations.

Related List properties.

Buttons.

Field properties.

Related Lists Displayed

Front 176

CV Systems needs to ensure that when a product is associated with an Opportunity the appropriate product specialists are added to the sales team. Which solution would meet this business requirement?



Create an Apex trigger on the Opportunity line item.

Create a Workflow rule on the Opportunity.

Create an Apex trigger on the Opportunity.

Create a workflow rule on the Opportunity sales team.

Back 176

Create an Apex trigger on the Opportunity.

Front 177

True or False: By default, search results are limited to records owned by the logged in user.

TRUE

FALSE

Back 177

False

** High-volume users are limited-access users intended for organizations with many thousands to millions of external users. Unlike other external users, high-volume users don’t have roles, which eliminates performance issues associated with role hierarchy calculations. Because high-volume community users are not in the role hierarchy while Salesforce users are, a share group allows you to specify the Salesforce other external users who can access records owned by high-volume community users.

Share groups apply across communities.

Front 178

What are two capabilities of joined reports?



Export the data to a spreadsheet through printable view.

Add conditional highlighting to the data.

Schedule and email the raw report.

Add the joined report to a dashboard.

Back 178

Export the data to a spreadsheet through printable view.



Add the joined report to a dashboard.

Front 179

A sales rep at CV Systems is working on an Opportunity and has created several Quotes. The sales manager is unsure of which quote is active for the Sales Rep. How can the sales manager identify the appropriate Quote? (Choose two)



Review the last modified date on the Quotes.



Review the last modified date on the Opportunity.



Look for the Synced Quote field on the Opportunity record.



Look for the Syncing check box on the Quote related list.

Back 179

Look for the Synced Quote field on the Opportunity record.



Look for the Syncing check box on the Quote related list.

Front 180

Which of the following is inline editing not supported?



System Fields

Case Stage

Related Lists

Contact Phone Number

List View

Read-Only Fields

Back 180

System Fields

Related Lists

Read-Only Fields



*****Features and fields that don’t allow inline editing. The following limits apply to the inline editing feature.

Inline editing isn’t available in:

Accessibility mode

Setup pages

Dashboards

Customer Portal

Descriptions for HTML solutions

The following standard checkboxes on case and lead edit pages are not inline editable:

Case Assignment (Assign using active assignment rules)

Case Email Notification (Send notification email to contact)

Lead Assignment (Assign using active assignment rule)

The fields in the following standard objects are not inline editable.

All fields in Documents and Pricebooks

All fields in Tasks except for Subject and Comment

All fields in Events except for Subject, Description, and Location

Full name fields of Person Accounts, Contacts, and Leads. However, their component fields are, for example, First Name and Last Name.

Front 181

CV Systems needs to ensure that Products are associated with Opportunities in order for the Opportunity to move into or past the Proposal stages in the sales process. What should a consultant recommend to meet this requirement?



Enable the Setting to prompt the user to add the Product to the opportunity.



Create a workflow rule to assign a task to add products upon Opportunity creation.



Create an apex trigger on opportunity to display an error message if Opportunity reaches to Proposal stage..



Create a validation rule using the Has Line Item and Stage fields.

Back 181

Create a validation rule using the Has Line Item and Stage fields.



*** Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of “True” or “False”. Validation rules also include an error message to display to the user when the rule returns a value of “True” due to an invalid value.

Front 182

Which of the following records can not be mass transferred?

Open Cases

Closed Cases

Open Activities

Closed Activities

Back 182

Closed Activities

*** A record owner, or any user above the owner in the role or territory hierarchy, can transfer a single record to another user. With some objects, like cases, leads, and campaigns, a user may be granted access to transfer records through sharing. Depending on the type of object, there may be multiple ways to transfer records to another user:

Users with the “Modify All Data” permission, or users with the “Modify All” permission for the given object, can transfer any record, regardless of who owns the record.

To transfer a single record or multiple records from a list view, the new owner must have at least the “Read” permission on the object type. This rule does not apply if you use the mass transfer tool.

To transfer ownership of any single record in an organization that does not use territory management, a user must have the appropriate “Edit” permission and either own the record or be above the owner in the role hierarchy.

For example, to transfer ownership of an

Front 183

Sales users at CV Systems can only create certain type of opportunities, but they can view Opportunities. of any type. Which option is correct?



Assign the different page layout to each record type .



Create a validation rule to prevent sales users from selecting the incorrect record type.



Assign the appropriate Opportunity record types to each sales user profile.



Create a workflow rule to prevent sales users from selecting the incorrect record type.

Back 183

Assign the appropriate Opportunity record types to each sales user profile.

Front 184

To create a many-to-many relationship, which two actions are required?



Create two master-detail relationships from a child object two the two parent objects.



Create a custom object to join two objects.



Define a many-to-many relationship between two objects with a rule.



Create the related list on the page layout of the junction object.

Back 184

Create a custom object to join two objects.



Define a many-to-many relationship between two objects with a rule.

Front 185

In which of the following places, can folders be found? (choose three)



Opportunities

Dashboards

Reports

Contacts

Accounts

Email templates

Back 185

Dashboards

Reports

Email templates

Front 186

CV Systems sells to two different types of customers and each type requires a distinct selling methodology. Which solution a consultant will recommend to meet this requirement? (Choose 2)



Define sales stages for each Methodology.



Create Account record types for each Methodology.



Create Opportunity Record Type for each Methodology.



Create different page layout for each Methodology.



*** Was on test

Back 186

Define sales stages for each Methodology.



Create Opportunity Record Type for each Methodology.

Front 187

After creating a Workflow Rule with a time-based action that sends an email reminder to users 14 days, after a record has been created, a developer would like to test to make sure that the rule is working, as intended. How can the developer verify that the workflow rule is working? (Choose 2 answers.)



Create a new record and then check the outbound message queue.



Create a new record and then check the time-based workflow queue.



Select the developer’s username in the time-based workflow queue setup, create a new record, and then check the queue for evidence that the workflow executed.



Select the developer’s username in the Debug Log setup. Create a new record and then, again, check the Debug Log for evidence that the Workflow executed.

Back 187

Create a new record and then check the time-based workflow queue.



Select the developer’s username in the Debug Log setup. Create a new record and then, again, check the Debug Log for evidence that the Workflow executed.

Front 188

Reports are available on the following tabs

Report Tab

Opp Tab

Account tab

Contacts Tab

All the above



*** Was on test

Back 188

All the above

Front 189

The VP of Sales at CV Systems is reviewing Sales Team’s productivity and effectiveness. He also needs to know the relationship between the Sales Reps’ level of engagement on deals and the deal close rate. Which Metric should the consultant recommend to the VP to better understand the relationship? (Choose 2)



Average number of Activities associated with closed/lost versus closed/won Opportunities.



Total number of Opportunity and Contact related Activities by each Sales Representative.



Total number of Lead, Account, and Opportunity records created by each Sales Rep.



Average Opportunity stage duration by each Sales Rep.

Back 189

Average number of Activities associated with closed/lost versus closed/won Opportunities.



Average Opportunity stage duration by each Sales Rep.

Front 190

Which properties of a field can be edited on a page layout? (Choose 2 answers.)



Controller

Field Dependency

Required

Read only

Back 190

Required

Read only

Front 191

Which of the following 3 can be done on the Activity Settings page at | Setup | Customize | Activities | Activity Settings?



Enable Group Tasks.

Mass transfer activities.

Enable Email Tracking.

Show Event Details on Multi-User Calendar View.

Enable Email Attachments.

Change the Activities page layout.

Back 191

Enable Group Tasks.

Enable Email Tracking.

Show Event Details on Multi-User Calendar View.

Front 192

CV Systems has enabled multi-currency in Salesforce. How can the VP of Global Sales summarize the pipeline from multiple currencies in the corporate currency?



Enable advanced currency management to set the default report currency to the corporate currency.



Create a set of reports for each currency and export to Excel to aggregate the data.



Set the display currency for the report to the corporate currency.



Modify the Report filters to only display Opportunity records in the corporate currency.

Back 192

Enable advanced currency management to set the default report currency to the corporate currency.

Front 193

The Force.com platform provides which of the following are application building blocks? (Select 3 answers.)



Buttons

Objects

Forms

Classes

Tabs

Page Layouts

Back 193

Objects

Tabs

Page Layouts

Front 194

Which of the following are components of the Company Profile?



User names

User licenses

Fiscal year

Report templates

Business hours

Language

Back 194

User licenses

Fiscal year

Business hours

Language

Front 195

The Service Cloud allows company users to do which of the following:



Provide answers to customer queries

Create quotes for customers

View service agreements

Connect with customer communities on Facebook and Twitter

Share cases and solutions with partners

Collaborate with co-workers

Back 195

Provide answers to customer queries

View service agreements

Connect with customer communities on Facebook and Twitter

Share cases and solutions with partners

Front 196

Choose the four actions that workflow rule may initiate?

Assign a task.

Logoff.

Email alert.

Launch a page.

Outbound messaging.

Field update.

Back 196

Assign a task.

Email alert.

Outbound messaging.

Field update.

Front 197

CV Systems receives about 75,000 Leads per month from an an external source Which approach can a consultant suggest for importing Leads? (Choose 2)



Use the Data Loader in bulk API mode.

Use an Extract Transform Load (ETL) tool like Informatica.

Use Import wizard for Leads.

Use a batch Apex job.

Back 197

Use the Data Loader in bulk API mode.

Use a batch Apex job.

Front 198

Which of the following are components of the Service Cloud?



Leads

Accounts

Opportunities

Contracts

Solution

Cases

Back 198

Accounts

Contracts

Solution

Cases

Front 199

Identify two capabilities of Visual Workflow?



Allow a user to select multiple choices for a question.

Allow a user to select the time from a popup clock.

Prevent a user from navigating to a previous screen.

Allow a user to enter formatted text and add images.

Back 199

Allow a user to select multiple choices for a question.

Prevent a user from navigating to a previous screen.

Front 200

CV Systems recently migrated data from multiple legacy systems to a single SF instance. Sales users are testing duplicate records in the new system, but CV Systems needs to restrict sales users from deleting data. Which solution should a consultant recommend to solve this problem?



Flag duplicate records and create a Case for each duplicate record for the support team to resolve the duplicate issue.



Allow sales users to review and merge duplicate records.



Create a custom profile that sales users can log into and delete the duplicate records.



Allow sales users to flag duplicates and define a process for an admin to review and merge records.

Back 200

Allow sales users to flag duplicates and define a process for an admin to review and merge records.

Front 201

Which of the following are components of the Sales Cloud?



Leads

Cases

Opportunities

Products

Campaigns

Solutions

Back 201

Leads

Opportunities

Products

Campaigns

Front 202

What are the primary goals of a Campaign? (Choose 3 Answers)



Track campaign influence on opportunities to help control budgets.

Increase sales revenue.

Acquire New Customers.

Increase Customer Retention.

Back 202

Increase sales revenue.

Acquire New Customers.

Increase Customer Retention.

Front 203

What is Salesforce Classic?

Back 203

The Salesforce Classic app provides mobile access to your Salesforce data from Android™, BlackBerry® and iPhone® devices. If you have a license to use the full version of Salesforce Classic, you can view, create, edit, and delete records, keep track of your activities, view your dashboards, run simple reports, and log calls and emails. Any Salesforce user who doesn't have a mobile license can download a free, restricted version of Salesforce Classic. With the free version, you can view, create, edit, and delete only accounts, assets, contacts, leads, opportunities, events, tasks, cases, and solutions. You can also access your dashboards.

Front 204

CV Systems recently enabled Chatter and has found it extremely helpful in the sales process. Given the success, CV Systems would like to bring the competitive intelligence team into Salesforce to leverage Chatter to collaborate on opportunities when key competitors are identified. Which step should be considered when setting up the competitive intelligence team? (Choose 2)



Create groups by Competitors and add appropriate members to each group.



Assign competitive intelligence team members to each Opportunity.



Set up each member of the competitive intelligence team with standard user licenses.



Set up each member of the competitive intelligence team with Chatter Free licences.



** Was on test

Back 204

Create groups by Competitors and add appropriate members to each group.



Set up each member of the competitive intelligence team with Chatter Free licences.

Front 205

CV Systems needs to prevent duplicate Leads from being created in SF. Leads are deemed duplicates if they match on the name, last name, phone, and email address. Which solution should be recommended to prevent duplicate Leads?



Use Data.com clean functionality to find duplicates.



Create a validation rule on the Lead object.



Create an Apex trigger on the Lead object.



Expose the “Find Duplicates” button on the Lead page layout.

Back 205

Create an Apex trigger on the Lead object.



***A trigger is Apex code that executes before or after specific data manipulation language (DML) events occur, such as before object records are inserted into the database, or after records have been deleted.

Triggers are stored as metadata in Salesforce. A list of all triggers in your organization is located in Setup at Develop | Apex Triggers. In addition to this list, triggers are associated and stored with specific objects. For standard objects, triggers are located in Setup at Customize | Standard_Object_Name | Triggers, and on the object detail page for custom objects at Create | Objects | Custom_Object_Name. For additional development functionality, use the Developer Console.

Front 206

The marketing department at CV Systems has been running several Campaigns to target existing Contacts within a sales region. What solution should a consultant recommend to know the effect of the Campaigns on Opportunities. (Choose 2)



Add a Rollup Summary field on Accounts that references the associated Campaigns.



Add Contact records as Campaign members to identify Campaign influence.



Add the Campaign Influence related list and run the Campaigns with Influenced Opportunities report.



Add the Contact Roles related list to include associated Campaigns in the Campaign influence.

Back 206

Add the Campaign Influence related list and run the Campaigns with Influenced Opportunities report.



Add the Contact Roles related list to include associated Campaigns in the Campaign influence.

Front 207

CV Systems is enabling the Partner Communities (Portal) to allow partners to update their Opportunities in Salesforce. Partners should only have access to specific Opportunity list views and Opportunity reports. How can this level of access be enforced for Partner Community (Portal) users? (Choose 2)



Remove permissions for existing list views and report folders that should NOT be shared with Partner users.



Create the appropriate list views and Report folders and share with all Partner users.



Create list views and Report folders in the Partner Communities (Portal) setup, so they are available to all Partner users.



Create a Dashboard, refresh daily as an admin and send it to the Partner users.

Back 207

Remove permissions for existing list views and report folders that should NOT be shared with Partner users.



Create list views and Report folders in the Partner Communities (Portal) setup, so they are available to all Partner users.

Front 208

CV Systems’s Accounts Object is used by two different groups. The sales group needs to populate 10 fields and save the account record. The support group does NOT need to save the same 10 fields on the account record but must be able to run reports on the 10 fields. Which solution should consultant recommend?



Create separate record types for the sales and support groups.



Hide the fields through field level security from the support group, but keep visible for the sales group.



Create separate page layouts for the sales and support groups.



Create two sections on the Accounts page layout for each group and provide appropriate access.

Back 208

Create separate record types for the sales and support groups.

Front 209

CV Systems sells to both businesses and individual consumers. Enterprise sales reps sell to businesses only and are reporting that the consumer Accounts are cluttering their search results. This makes it difficult for the reps to effectively search the data. Which option should be explored to help fix the issue? (Choose 2 answers)



Disable person Accounts and treat the consumer Accounts as Contacts under one Account called Consumer Accounts.



Consider enabling the divisions feature.



Evaluate whether a private sharing model with sharing rules can be applied.



Create custom profile and restrict access to consumer accounts.



**Was on test

Back 209

Consider enabling the divisions feature.



Evaluate whether a private sharing model with sharing rules can be applied.

Front 210

CV Systems would like a way to associate a Contact to multiple Accounts. What feature of Salesforce can be used to meet this need?

Opportunity Teams.

Account Contact Roles.

Opportunity Contact Roles.

Sales Teams.

Back 210

Account Contact Roles.

Front 211

Web-to-lead is a feature of Sales Cloud to support online Lead capture.

True

False

Back 211

True

Front 212

Which of the following are setting options for the User Interface (choose 4)?



Enable Collapsible Sections

Show Quick Create

Show customer Sidebar Components on All Pages

Transfer all Open Opportunities

Enable Drag-and-drop scheduling on List Views

Back 212

Enable Collapsible Sections

Show Quick Create

Show customer Sidebar Components on All Pages

Enable Drag-and-drop scheduling on List Views

Front 213

The User Interface Settings can be adjusted for individual users

True

False

Back 213

False

Front 214

Which are true for the data loader (choose 2)?



It comes installed with salesforce.com application

It can load all objects, including custom objects

It cannot load custom objects

It generates an error report after the loading

Back 214

It can load all objects, including custom objects



It generates an error report after the loading

Front 215

Choose the Data Management options available in Salesforce CRM (choose 2):



Mass Transfer Approval Requests

Mass Update Addresses

Mass Transfer of Activities

Mass Transfer Workflow Approval Processes

Back 215

Mass Transfer Approval Requests

Mass Update Addresses

Front 216

Which three Tabs that are primary to the Salesforce CRM Content application:



Libraries

Chatter

Content

Subscription

Back 216

Libraries

Content

Subscription

Front 217

Which of the following are a feature on Chatter Tab?

Like

@Mention

Live Updates

All of the above

Back 217

All of the above

Front 218

Identify the dashboard component from the list.

Gauge

Summary

Filters

Tables

Back 218

Gauge



(other components are Chart, guage, metric and VF)

Front 219

Report charting is only available for:



Tabular and Summary Reports

Tabular and Matrix reports.

Tabular, Summary and Matrix Reports

Summary and Matrix reports

Back 219

Summary and Matrix reports

Front 220

If a case is deleted, which of the following also will be deleted?



All related events, tasks, case comments, and attachments

All related events, tasks, case comments, attachments, and associated solutions

All related events, tasks, case comments, attachments, associated solutions, contacts, and accounts

Cases can never be deleted

Back 220

All related events, tasks, case comments, and attachments

Front 221

Which of the following can be stored in Folders?

Reports

Dashboards

Documents

Email Templates

All answers are correct.

Back 221

All answers are correct.

Front 222

Which is a capability of Chatter (choose 3)?



Receive updates related to records followed by a user



Share updates, files, and links with Leads and Contacts



Follow people within Salesforce organization



Post updates, files, links to Chatter pages

Back 222

Receive updates related to records followed by a user



Follow people within Salesforce organization



Post updates, files, links to Chatter pages

Front 223

Which of are features of Partner Communities (choose 2)?



You can display your company logo on a Partner Community.



Portal Community users can develop Partner Application on Force.com Platform.



Data goes into your Salesforce objects through a third party site connected to your Partner Communities.



You can create Interactive Communities within the Partner Communities.



All the answers are correct.

Back 223

You can display your company logo on a Partner Community.



You can create Interactive Communities within the Partner Communities.



*** To allow an external user to access your community, you must enable the external user’s contact record as a customer user or partner user, depending on their license type. Your community can contain users with Partner Community, Customer Community, and Customer Community Plus licenses.

Keep in mind that if your organization has person accounts, they can’t be used as partner accounts and you can’t create partner users that are associated with them. Only business accounts can be used as partner accounts.

Front 224

How can an approval process be approved from a mobile device (choose 2)?



Login to Salesforce.com.

Email

Text Message

Not possible

Back 224

Login to Salesforce.com.



Text Message

Front 225

Auto Response rules work on which objects?



Leads and Cases

Leads and Accounts

Accounts and Opportunities

Accounts and Cases

Back 225

Leads and Cases

Front 226

When a lead is converted, Salesforce creates corresponding records in:



Accounts

Contacts

Opportunities

All of the above

Back 226

All of the above

Front 227

Which of the following provide Record Level sharing in Salesforce (choose 2)?



Profile Restriction

Organization-Wide Defaults

Profiles

Role Hierarchy

Sharing Rules

Chatter Groups

Back 227

Organization-Wide Defaults



Sharing Rules

Front 228

When accessing an Objects record, a user’s restriction will never be more restrictive than the Organization-Wide Defaults?

True

False

Back 228

True

Front 229

What are knowledgable people?

Back 229

Signals of Knowledge include how often a person:



is @mendtioned in posts pr comments

Receives likes on comments or posts

Receives endorsements

Front 230

How will topic enhancements be used?

Back 230

Sapes reps can use topics to organize contacts from a trade show

Support agents can quickly find experts on a topic to help them close a case

AE's can use topics to find groups that share an interest in the same products.

Front 231

What are enhancements to communities?

Back 231

Members can flag files

TIrggers can automatically flag items

Moderation actions are tracked in an audit trail

COmmunities are available in SF1 (the mobile app)

Members can send each other private Chatter messages

Members can give, receive and create badges

Members can be endorsed as knowledgable

Front 232

What are the enhancements to Case Feed

Back 232

drag and drop attachments

EMail inline images

Resize emails

Associate contacts

Add, edit or remove tags

Front 233

What are enhancements to Salesforce Knowledge?

Back 233

Access from a new widget

Plug knowledge one onto any page via consile footer

Create articles

EMail article as PDF

attach and share article link from Chatter answer site

attach to case

Edit

Front 234

What are Chatter best practices?

Back 234

Update profile

Start following records

Start following people

Check your Chatter email settings

Front 235

What are products?

Back 235

the individual items or services that you sell



*** You can create a product and associate with a price in a price book. Each product can exist in many different price books with different prices



** On test

Front 236

What is a price book?

Back 236

A price book is al ist of products and their associated prices. Each product and it's price is called a price book entry.

Front 237

What is the Standard Price book?

Back 237

The master list of all products and their prices, regardless of price in custom price book

Front 238

What is the custom price book

Back 238

Where the list prices are...offer different prices for different market segments

Front 239

What is a product shecdule?

Back 239

The schedule determines the payment and delivery cycles for a product:

Quanity Sch - Like a magazine subscription. Customers pay all at once, but receive the product on a schedule

Revenue Sch - Receive product all at once, but pay on a schedule....

Revenue & Quantity Sch - Receive and pay on a schedule

Front 240

As a developer, you are tasked with importing records from a Microsoft Excel file. What would you recommend to avoid duplicate records?



Use 18 character long record id to match the existing record



Use 15 character long record id to match the existing record



Use either 18 or 15 character long record id to match the existing record



Use Upsert operation to avoid duplicates

Back 240

Use 18 character long record id to match the existing record

Front 241

CV Systems have a SFDC environment with Professional Edition. They need to have a default value as “United States” on standard Country pick-lists of address fields. How would system Admin set the default values for standard Country pick lists?



Setup > Objects > Country Picklist field > Set default value



Setup > Data Management > State and Country Pick-lists > select a Default Country



Setup > Objects > State and Country Pick-lists > select a Default Country



Log a case to Salesforce support



None of the answers

Back 241

Setup > Data Management > State and Country Pick-lists > select a Default Country

Front 242

CV systems have 8-10 pick-list values on opportunity stage field, which has an option of “closed VP approved”. Once the opportunity stage reaches to “closed VP approved”,their CEO want to get an email alert. How would developer accomplish this?



Approval process – Email Alert

Work flow – Email Alert

Work flow – Stage field update

Work flow – outbound message

Approval process – Stage field update

Back 242

Work flow – Email Alert

Front 243

CV Systems have recently activated Salesforce (Group Edition) for their client and they would like to utilize the Email to Salesforce feature,Unfortunately, It’s not activated in their org., how would system admin activate this feature? Is it not available with Group Edition?



Setup > Email Administration > Email to Salesforce > active



My Settings > Email Settings > Email to Salesforce > active



Log a case to Salesforce support



Not available

Back 243

Setup > Email Administration > Email to Salesforce > active

Front 244

What is a custom object and how do you locate it in SFDC?

Back 244

Custom objects are database tables that allow you to store data specific to your organization in salesforce.com. You can use custom objects to extend salesforce.com functionality or to build new application functionality.



Once you have created a custom object, you can create a custom tab, custom related lists, reports, and dashboards for users to interact with the custom object data. You can also access custom object data through the Force.com API.

(Uber & Sub categories, Conga and HS fields/buttons)



Setup - Create - Objects

Front 245

CV Systems desires to set configuration to allow one user to see all leads with the Record Type “Lead Record Type A”, all other users should access only their own Leads. How would you do this?



1) Set OWD to Global for Leads object and restrict the Record Type access.

2) Set OWD to Public for Leads object and restrict the Record Type access.

3) Set OWD to Private for Leads object and create Sharing Rule based on Record Type.

4) Set OWD to Public for Leads object and create Sharing Rule based on Record Type.

Back 245

Set OWD to Private for Leads object and create Sharing Rule based on Record Type

Front 246

Specifying a “Running User” in dashboard means?



1) Any user above running user can edit and delete the dashboard

2) Any user below running user can view only their own records

3) Any user can view all records that the running user role can view

4) Only the running user can view the dashboard

Back 246

Any user can view all records that the running user role can view

Front 247

To support multi-currency, the developer needs consider two facts?(Choose 2 answers.)



1) Must place values in currency ISO Field.

2) The System Admin can add additional currencies, once multi currency has been enabled.

3) Roll up currency summary fields will calculate incorrectly, if on the accounts object rolling up opportunities using multiple currencies.

4) Salesforce.com will automatically track and update the various currency rate changes.

Back 247

The System Admin can add additional currencies, once multi currency has been enabled.

Roll up currency summary fields will calculate incorrectly, if on the accounts object rolling up opportunities using multiple currencies.

Front 248

Which of the following provide Record Level sharing in Salesforce (choose 2)?



1) Profile Restriction

2) Organization-Wide Defaults

3) Profiles

4) Role Hierarchy

5) Sharing Rules

6) Chatter Groups

Back 248

Organization-Wide Defaults, Sharing Rules

Front 249

Identify the dashboard component from the list.

Gauge

Summary

Filters

Tables

Back 249

Gauge

Front 250

What is the definition of dashboard component?

Back 250

Dashboard components can be charts, tables, gauges, metrics, or other components (S-Control) that you can create with VisualForce.

A dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. The components provide a snapshot of key metrics and performance indicators for your organization. Each dashboard can have up to 20 components.

Each component in a dashboard shows data from an underlying report. If you have access to the folder for the underlying source report, you can see the related dashboard component. Click a dashboard component or its elements to drill down to the source report, filtered report, record detail page, or other URL. If you drill down on a filtered component, the dashboard filters are applied to the source report.

Click Go to Dashboard List to view your dashboards. Find a dashboard using dashboard finder. Type a name in the View Dashboard field and choose a dashboard from the list of resul

Front 251

Which of the following are a feature on Chatter Tab?

Like

@Mention

Live Updates

All of the above

Back 251

All of the above

Front 252

Which three Tabs that are primary to the Salesforce CRM Content application:

Libraries

Chatter

Content

Subscription

Back 252

Libraries

Content

Subscription



You can change the display labels of tabs, objects, fields, and other related user interface labels so they better reflect your organization's business requirements. When you rename a label, such as changing the “Accounts” label to “Companies,” the new label appears on all user pages, in Connect for Outlook, and in Connect Offline. With rare exception, all pages in the Setup area use the default, original labels.

Front 253

Choose the Data Management options available in Salesforce CRM (choose 2):



Mass Transfer Approval Requests

Mass Update Addresses

Mass Transfer of Activities

Mass Transfer Workflow Approval Processes

Back 253

Mass Transfer Approval Requests

Mass Update Addresses

Front 254

Which are true for the data loader (choose 2)?

It comes installed with salesforce.com application

It can load all objects, including custom objects

It cannot load custom objects

It generates an error report after the loading

Back 254

It can load all objects, including custom objects



It generates an error report after the loading



***Data wizard comes installed

Front 255

The User Interface Settings can be adjusted for individual users



True

False

Back 255

False - These are global settings. It is where you show: quick create, enable hoover details,, related lists, inline editing etc

Front 256

Web-to-lead is a feature of Sales Cloud to support online Lead capture.

True

False

Back 256

True

With Web-to-Lead, you can gather information from your company’s website and automatically generate up to 500 new leads a day.

Front 257

CV Systems would like a way to associate a Contact to multiple Accounts. What feature of Salesforce can be used to meet this need?

Opportunity Teams.

Account Contact Roles.

Opportunity Contact Roles.

Sales Teams.

Back 257

Account Contact Roles.



A contact role defines the part that a contact or person account plays in a specific account, case, contract, or opportunity. For example, Tom Jones might be the Decision Maker for the opportunity, and Mary Smith might be the Evaluator. You can assign a contact role to any contact or person account that affects your account, case, contract, or opportunity. Contacts and person accounts can have different contact roles on various accounts, cases, contracts, or opportunities.

The Contact Roles related list of an account, case, contract, or opportunity displays the roles that each contact or person account plays in that record. On person account detail pages, the Opportunity Contact Roles related list displays the opportunities on which the person account is listed in the Account Name field of the opportunity.

Front 258

CV systems org admin created a custom object called Service Schedule which they want to use to schedule any type of service for their organization. Within Service Schedule they also created a few custom fields, including 2 look up fields (Account Name & Contact Name). They still need to create another two fields showing a specific number which is located under Accounts and ContactsÂ. These fields must be read only, How can be accomplish this?



Cross-Object Formulas

Work flow Field Update

Formula fields can’t be Read only

Can’t reference the related look up fields

Back 258

Cross-Object Formulas



***Cross-object formulas are formulas that span two related objects and reference merge fields on those objects. Cross-object formulas can reference merge fields from a master (“parent”) object if an object is on the detail side of a master-detail relationship. You can reference fields from objects that are up to 10 relationships away. Cross-object formulas are available anywhere formulas are used except when creating default values.

Front 259

CV systems would like to add a paragraph of text to the top of the Case Creation page to assist their call center staff in the service cloud module. How would developer implement this in their Service cloud module?



Create a Custom field with a default value and make it’s page layout ‘Read only’

Create a Formula with a default value and make it’s page layout ‘Read only’

Create a Custom field with a default value and make it’s page layout ‘Required’

Create a Custom field with a default value and make it’s Universally ‘Read only’

Back 259

Create a Custom field with a default value and make it’s page layout ‘Read only’

Front 260

Define Validation Rule

Back 260

Improve the quality of your data using validation rules. Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of “True” or “False”. Validation rules also include an error message to display to the user when the rule returns a value of “True” due to an invalid value.

Front 261

CV Systems have a SFDC environment with Professional Edition. They need to have a default value as “United States” on standard Country pick-lists of address fields. How would system Admin set the default values for standard Country pick lists?



Setup > Objects > Country Picklist field > Set default value

Setup > Data Management > State and Country Pick-lists > select a Default Country

Setup > Objects > State and Country Pick-lists > select a Default Country

Log a case to Salesforce support

None of the answers

Back 261

Setup > Data Management > State and Country Pick-lists > select a Default Country



***Configuring state and country picklists means choosing which states and countries you want to be available in your Salesforce organization. It allows you to make state and country picklists available for such purposes as importing data, working with external systems, and being available in the Metadata API. Configuring picklists is not required for you to actually enable state and country picklists for users, but it is highly recommended. Configuring picklists helps ensure continuity and data integrity with existing state and country data and customizations.

When configuring states and countries, you start with countries and drill down to their states or provinces. State and country picklists provide 239 countries by default, as well as the states and provinces of the US, Canada, Australia, Brazil, China, India, Ireland, Italy, and Mexico. For the complete list, see Standard Countries for Address Pi

Front 262

CV Systems have recently activated Salesforce (Group Edition) for their client and they would like to utilize the Email to Salesforce feature,Unfortunately, It’s not activated in their org., how would system admin activate this feature? Is it not available with Group Edition?



Setup > Email Administration > Email to Salesforce > active

My Settings > Email Settings > Email to Salesforce > active

Log a case to Salesforce support

Not available

Back 262

Setup > Email Administration > Email to Salesforce > active

Front 263

What is the app exchange?

Back 263

I would like to know a little more about AppExchange.

 

Resolution

The AppExchange is the world's first on-demand application-sharing service. It provides a way to browse, test drive, share, and install applications developed on salesforce.com's on-demand AppExchange platform.

Partners, developers, and anyone else who chooses to participate can offer their Apps on the AppExchange directory. This directory gives Salesforce users an easy way to find and install applications to expand their use of the AppExchange platform to new areas of customer relationship management (CRM) and beyond.  Packages are a collection of Force.com components and applications that are made available to other organizations through theAppExchange. A managed package is a collection of application components that are posted as a unit on AppExchange, and are associated with a namespace and a License Management Organization. To support upgrades, a package must be managed. An organization can create a single managed package that can be downloaded and installed by many different organizations. Managed packages differ from unmanaged packages by having some locked components, allowing the managed package to be upgraded later. Unmanaged packages do not include locked components and cannot be upgraded. In addition, managed packages obfuscate certain components (like Apex) on subscribing organizations to protect the intellectual property of the developer.