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49 Cards in this Set
- Front
- Back
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What component in Salesforce is similar to a table of data? |
Object |
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Which standard objects have a relationship with the Account object? |
Contacts Cases Opps |
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How does a user navigate from an account record to a related contact record? |
related lists |
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What options are available from the help & training portal? |
videos help text |
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Where can an administrator change the organization name and address, default locale, default language, and default time zone? |
Company profile |
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How can an administrator customize a standard fiscal year? |
starting month begin/end year |
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Which UI settings must be enabled to allow users to edit records directly from a list view, without navigating away from the page? |
mass inline editing |
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How can an administrator customize global search to help users quickly find information? |
filters number of results visible per page |
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What is a capability of Chatter? |
post share like |
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Where can a user view the completed tasks and past events for an opportunity? |
history |
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What is determined by the user's profile? |
visibility and accessibility |
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What tasks can be performed by a user who is assigned to the standard System Administrator profile? |
everything |
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Support users at AW Computing a view, create, and edit accounts. However, the management team does not want support users to delete accounts in the organization. How can an administrator meet this requirement? |
Do not assign delete abilities for accounts |
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When creating a new user, what information is captured on the user record? |
first name, last name, email, currency, locale |
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A user receives an error message when attempting to log in to Salesforce. What is the first step an administrator should take to troubleshoot the problem? |
login history |
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An admin is receiving a high volume of calls because users cannot log in to Salesforce. The admin checks the Login History and notices that most users have a status of Password Lockout. What Password Policy settings can an admin change to reduce the number of lockouts? |
attempts length |
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What does Salesforce authenticate before allowing a user to log in through the user interface? |
password IP |
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What feature sets the default level of access users have to records they do not own, in each object? |
organization wide settings |
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At AW Computing the organization-wide default for cases is set to Private. The management team wants several product specialists to assist with all cases that have been escalated. Only these product specialists need the ability to view and update all escalated cases. How can an admin meet this requirement. |
Management teams |
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What does field-level security control? |
who has view, edit access for a certain field on an object |
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In AW Computing, product managers do not have access to opportunities. How can an admin grant them access to opportunities if the product managers are assisting with a specific deal? |
opp teams |
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How can the system admin give the executive assistant the ability to view, edit and transfer ownership of all the records, but not allow her to delete records? |
custom profile without delete permissions |
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Support Agents at AW Computing need to track the product type and series when creating cases. How can an admin ensure that the product type selected determines the values available for the series? |
controlling and depending fields |
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AW Computing populates the Industry field on each account record. The Sales Team wants the industry information displayed on related opportunity records and updated when the value is updated on the account record. How can an admin meet this requirement? |
formula field |
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What automatically occurs when a custom field is deleted? |
recycle bin |
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An admin at AW Computing created custom fields on the Opportunity object for Discount Percentage and Amount after Discount. The Sales Team wants these fields to be grouped together on the opportunity record. How can an admin meet this requirement? |
page layouts |
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The Support Team at AW Computing wants two different business processes for cases: one for tracking feature requests and one for tracking customer support issues. Each process needs to have a different set of case statuses. How can an admin meet this requirement? |
record types |
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An admin created a validation rule to ensure that users do not change the Close Date of an opportunity to a day in the past. What happens when a user tries to save an opportunity that has a Close Date from last month? |
he will not be able to save the opp. |
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When importing records using the Data Import Wizard, what conditions will cause a record to not be imported? |
required field missing |
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What are the benefits of using the Data Import Wizard to import data into Salesforce? |
dunno |
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Why would a user choose data loader instead of the Data Import Wizard? |
more than 50.000 records |
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How an an admin prevent a former employee from logging i to the company's Salesforce organization and free up a user license? |
disable |
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What feature provides an automated way to obtain a complete set of Salesforce data for archiving? |
Data Loader |
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An admin at AW Computing incorrectly imported a set of records into Salesforce. Which tools can the admin use to remove the records from Salesforce |
list views |
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What report format displays a list of records sorted into groups with subtotals? |
summary |
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How can an admin limit the data in a report to only show accounts where the annual revenue is greater than 5 million dollars? |
filter |
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Which chart type can an admin use to compare opportunity amounts by rep and then by stage? |
summary |
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What types of dashboard components display the grand totals from the bottom of a report? |
gauge |
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What is determined by the running user of the dashboard? |
the view |
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AW Computing uses a private sharing model for opportunities. What opportunities will a sales rep see when he drills down to an opportunity source report from a dashboard component? |
the ones he can see according to his profile |
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What options are available when setting the evaluation criteria for a workflow rule? |
and or |
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A workflow rule contains an action that sends a task to a role called Global Sales Managers, which includes multiple users. When the workflow rule is triggered, to whom will the task be assigned? |
record owner |
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When a lead is converted by a user, which records are automatically created to store the information from the lead record? |
contact account |
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The marketing team at AW Computing creates and distributes leads to different regional sales groups for qualification. How can an admin automate the process? |
assignment rules |
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AW Computing wants the account owner to be notified when a high priority case is created for an account. How can an admin accomplish this? |
workflow rule |
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AW Computing wants to automate leads using a web-to-lead form. When a potential customer submits the form, the submitter should receive a customized email based on the lead source. How can an admin meet this requirement? |
assignment rule |
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What are the capabilities of email-to-case? |
create case from an email |
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The support team at AW Computing wants to change ownership of high-priority cases that have not been resolved after 3 hours. These cases should be owned by Tier 2 agents. How can an admin meet this requirement? |
escalation rules |
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What section of Salesforce Console for Service and Case Feed allows users to get up to speed quickly on the details of a case? |
highlights panel |
