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60 Cards in this Set

  • Front
  • Back

A Queue can own what three types of records?

Custom objects
Cases
Leads

What five actions can an owner execute on a record?

View, Edit, Transfer, Share, Delete

What is the purpose of the role hierarchy?

Enables users above another user in the hierarchy to have the same level of access to records owned by or shared with users below.

Record types allow you to offer what three things to different users based on their profiles?

Business processes
Picklist values
Page layouts

What are the four access levels for share objects?
1. Private
2. Read only
3. Read/write
4. Full access
What are the four organization-wide sharing default setting options?
1. Private
2. Public Read Only
3. Public Read/Write
4. Public Read/Write/Transfer
What do we use sharing rules for?
A. Grant wider access to data
B. Restrict access to data
C. Duplicate and forward data

A. Grant wider access to data
Note: Sharing rules are not used to restrict access to data.

List 6 Standard Profiles.
1. Standard User
2. Solution Manager
3. Marketing User
4. Contract Manager
5. System Administrator
6. Read Only

Which settings can not be modified for individual users? (Select all that apply.)

A. Locale
B. User interface
C. Language
D. Search setting
E. Currency

B & D

Who has the permission to edit a chatter profile?

A. A users manager
B. An administrator
C. Profiles are not editable
D. The individual user

D

What 4 Object Permissions can be specified?
Create, Read, Edit, Delete (CRED)
What are the 3 tab settings options?
Tab Hidden
Default Off
Default On
True or False? Standard profiles can not be edited and deleted.
True
What is the difference between settings and permissions on a profile?
Settings determine what users can see in the user interface, for example, apps, tabs, record types, page layouts, and fields.

Permissions determine what users can do with the data they have access to, for example, customize app, run reports, mass email, create leads, edit opportunities.
What information is contained in a user record?
Personal information, such as name and contact details,

security and access information, such as username, profile, role, and login history,

locale information, such as TimeZone, locale, language, and currency

Does enabling chatter invitations require additional CRM licenses?

No, it uses no CRM licenses. However, each invitee that accepts the invitation to join chatter is assigned one of the 5000 chatter free licenses that, with each organization.

One of your users receives an error message when they try to login. Where could you look to troubleshoot the issue?

The login history related list on the user record

Organizationwide defaults are set to private. Kathy is assigned the US sales director role. Jennifer is assigned to the EMEA sales director role. Phil is assigned to the US sales rep role. Keeping in mind the role hierarchy, which of the following statements are true regarding Cathy's access to opportunities? (Select all that apply)

A. Kathy can view and edit her own opportunity
B. Kathy can view and edit Jennifer's opportunity
C. Kathy can view and edit Phil's opportunity
D. Kathy can view but cannot edit Phil's opportunity
E. Kathy can view but not edit Jennifer's opportunity.

A & C

How would you allow collaborative access to the accounts, contacts, contracts, opportunities, and cases of a US sales rep, and APAC sales rep, and an EMEA sales rep?

A. By creating three account sharing rules to share the records between the three sales reps.
B. By creating a public group for the three sales reps, and one account sharing rule to share the public groups records with itself.
C. By changing the organization wide defaults for accounts to public read/write.

B.
The organization wide default is set to private and all object permissions are enabled. Can the East sales director role view data owned by the West sales director role?
No
There is no lateral sharing of access. Therefore, the East sales director cannot view data owned by the West sales director.

Name three customizations that can be made to standard fields.

Change the field label
add help text
add and edit values in picklist's

What 4 field types can be the controlling field in a dependent picklist?

Standard picklist
Custom picklist
Standard checkbox
Custom checkbox

What 2 field types can be the dependent field on a dependent picklist?

Custom picklist
Custom multi-select picklist

Which profile component would you use to make a field required?

Lookup field
Formula field
Related list
Page layout

Page layout

Which custom fields can be marked as unique? (Pick three)

A. Email
B. Formula
C. Number
D. Date
E. Text
F. Look up

A, C, E.

What happens to the field data when you delete a custom field?

The field's data is also deleted. Deleted fields and their data are stored for a maximum of 15 days, during which they can be undeleted or permanently erased.

When you define a data validation rule, what else must you also defined?

An error message.

What are differences between import wizard and data loader. (There are 7)

1. Import wizard has a maximum of 50,000 records. Data loader can import up to 5 million records.
2. Import wizard will alert you to duplicates.
3. Import wizard allows you to choose whether or not to trigger workflow rules.
4. Data loader can load all objects.
5. Data loader can schedule imports.
6. Data loader can save mappings for later use.
7. Import wizard can only import and update. Data loader can update, up CERT, export, or delete data.

For how many days will the recycle bin hold deleted data?

1. 10
2. 5
3. 8
4. 15
4 - (15 days)

How could a bad import be undone?

Using mass delete records.

Can user records be deleted? If yes, describe the implications.

User records cannot be deleted.
How many additional filters can be added to a report?

10
20
50
100
20

How many custom summary formulas can be added to a report?

3
5
10
20

5
True or false? A custom summary formula can reference other summary formulas.
False
True or false? A custom summary formula can reference formula fields in the data.
True

Which chart typeIs best suited for displaying changes over time?

Scatter chart
funnel chart
line chart
doughnut chart

Line chart

Which chart type is best used to compare shares of the grand total?

Bar charts
line charts
pie charts
scatter charts
funnel charts

Pie charts

Which of the following statements are true about dashboards? (select all that apply)

1. Displays data from custom source reports
2. Is comprised of up to 20 components
3. Can not use visual force pages to present data from other sources
4. Has a running user to determine what data is visible

1, 2, 4

What are the four types of dashboard components?

Tables, Charts, Gauges, Metrics.

Which dashboard component type displays a single value drawn from the grand total of a report?

Tables
charts
gauges
metrics

Gauges

What is the definition of a dynamic dashboard?

Data is displayed based on the security settings of the user viewing it, not based on the running user. Eliminates the need to create multiple dashboards for different users.

What are the four report formats?
Tabular, summary, matrix, and joined
What does the dashboard running user determine?
The running user determines what data viewers of the dashboard will see.

Which type of reports can be used to create dashboards?

Standard
Custom
Standard opportunity
Standard account

Custom
Access to a report is determined by the folder in which the report is stored.

True or false?
True
List three ways workflow rules can be evaluated.

When a record is created
When a record is created, and every time it's edited
When a record is created, and anytime it's edited to subsequently meet criteria.

Put the following rules in proper order of how a workflow is evaluated.

Auto response rules
Workflow rules
Assignment rules
Escalation rules
Validation rules

Validation rules
Assignment rules
Auto response rules
Workflow rules
Escalation rules

What are the two main parts of workflow?

1. Actions and time triggers
2. Rules and actions
3. Email alerts and field updates
4. Rules and tasks

2

Users with different access levels who run the same report at the same time will always see the same data. True or false?

False

What does a workflow rule do?
It sets workflow actions into motion when certain conditions are met. Actions can take place immediately or on a specific date according to a trigger.

What do we need to verify or configure to properly set up web to case?

Escalation rule
auto response rule
workflow action
email templates

Auto response rule and email templates

Regarding the process for ensuring the right agent works on each case as soon as it's created, which service cloud feature contributes to a more efficient and automated routing process?

Case assignment rules
Validation rules
Case escalation rules
Case queues

Case assignment rules and case queues

What is true about standard fields? (Choose all that apply)

1. Standard fields can be deleted
2. The values in standard pick lists can be edited
3. Field level help for standard fields cannot be edited
4. Custom formatting can be applied to standard auto number fields
5. Look up filters can be applied on relationship fields

2, 4, 5

Which statements are true regarding universally required fields? (Choose all that apply)

1. Must have a value whenever a record is saved within salesforce
2. Can be read only or removed from page layouts
3. Must be included in your import files or the import will fail

1, 3

What is the purpose of a profile? (Choose all that apply)

1. Determine what users can do with the records they can access
2. Determine what records the user can access
3. Determine how users see the records they can access
4. Determine the roles in the role hierarchy

1 and 3

Which standard profile allows the user to configure and customize salesforce?

Standard user
System administrator
Marketing user
Read-only

System administrator

What cannot be highlighted on a report using conditional highlighting?

1. Summarized fields in the summary rows
2. Custom summary formulas
3. Fields on individual records in the detail rows
4. Grand total fields
3
When a user drills down from a dashboard component to the source report, they noticed that the data on the source report is different to the dashboard. Why might this be? (Choose all that apply)

1. The user and the dashboards are running user are different
2. The report has not been refreshed
3. The dashboard is a dynamic dashboard
4. The dashboard has not been refreshed
5. The user is drilling down to a filtered source report
1, 4, 5
What is a benefit of creating a custom app for users?

1. Provides users with a place to share and install apps
2. Gives users access to the tabs and objects they need
3. Differentiates standard and custom objects for users
4. Allows users to manage custom objects and tabs
2
What privileges can be given to a delegated administrator? (Choose all that apply)

1. Modify the role hierarchy
2. Create and edit users
3. Assign users to specified profiles
4. Modify profile permissions
5. Manage custom objects
2, 3, five