Sf Admin Cards Ii

Front 1

Can you use a custom summary formula inside a custom summary formula?

Back 1

No

Front 2

T or F: Call Centers won't see incoming calls if they collapse side bar?

Back 2

True.

Front 3

How many custom summary formulas can you have per report?

Back 3

5

Front 4

Standard Profiles are?

Back 4

System Administrator
Standard User
Read Only
Marketing User
Contract Manager
Solutions Manager

Front 5

What choices will show up in a report “View” filter?

Back 5

“My Objects”, “My Team’s Objects”, or “All Objects”

Front 6

T or F: The Show Quick Create setting also affects whether or not users can create new records from within the lookup dialog.

Back 6

True. For example, with the setting enabled, users can create a new account within the account lookup dialog while creating or editing a contact. Creating new records in the lookup dialog is available only if Quick Create is available for your chosen record type. In addition, users always need the appropriate “Create” permission to use Quick Create even though it will be displayed for all users.

Front 7

What is Data Export?

Back 7

Data export is the easiest way to get all of your data out of sf.com w/o any coding

Front 8

Standard Fields are?

Back 8

Created by SF and comes in Org. Field properties not
editable.

Front 9

What is File Storage vs. Data Storage?

Back 9

File Storage = Attachments, Documents, sf.com content objects. data Storage = everything else

Front 10

Who can view Hover details for a record?

Back 10

Record Owner and users that have the appropriate sharing access to that record, as well as the necessary field-level security for the fields in the mini page layout.

Front 11

Name all of the salesforce.com standard objects (18)

Back 11

Accounts, Activities, Assets, Campaigns, Cases, Contacts, Contracts, Dashboards, Documents, Forecasts, Leads, Opportunities, Opportunity Products, Pricebooks, Products, Reports, Solutions, Users

Front 12

Can standard fields be removed from the Page Layout?

Back 12

Yes.

Front 13

What are the standard salesforce.com Applications?

Back 13

Sales, Call Center, Marketing, and Community

Front 14

T or F: If you enable Quotes you can't enable divisions?

Back 14

True.

Front 15

What are the pros of using the Application Import Wizard vs. the Data Loader?

Back 15

When you want to choose whether to trigger validation and workflow rules and when you want to ensure that there are no dupes created

Front 16

Who can create Custom Fields?

Back 16

Administrators.

Front 17

Can you have multiple record types in a batch import of data using the Import Wizard?

Back 17

No, only one record type

Front 18

What objects do you need to have active to utilize quotes?

Back 18

The price book, products, and list prices must be active in the opportunity.

Front 19

The system administrator has created a new custom object and application. This individual now needs to populate the new object with 1000 records, which are formatted in a CSV file. The Import Wizard (Data Management --> Import Custom Objects) is appropriate for this task.
True or False

Back 19

True

Front 20

What are the field property options for Custom Fields?

Back 20

Required,
Read-Only,
External ID,
Unique

Front 21

What would prevent a user from including fields when running a report?
1) Field-level security & page layouts
2) Page layouts only
3) Field-level security only
4) None of the above

Back 21

3 – Field level security only Page layouts only determine what fields are accessible on the record page. Field-level security determines access on both the record page and for reporting purposes.

Front 22

Define Products.

Back 22

Products are individual line items that you sell on an Opportunity.
-belong to one "universal" product catalog
-created and associated w/a price in a Price Book - price book entry.
-products can be associated to multiple Price Books w/ identical or different prices.

Front 23

User A modifies a record. This modification triggers a workflow rule for immedaite execution that includes a field update on the current record. After the execution is complete, what user will be listed under the Last Modified field of this record?

Back 23

User A

Front 24

What objects have standard business processes?

Back 24

Leads
Sales (Opportunities)
Cases
Solutions

Front 25

A security token is required for API access when connecting from an IP address within the list of trusted networks.
True or False

Back 25

False

Front 26

Define Price Book.

Back 26

Collection of products and their associated prices.

Front 27

When converting a lead, what values are transferred to the opportunity? (select all that apply)
1) Amount = Lead Amount
2) Close Date = Today
3) Close Date = Last day in fiscal quarter
4) Stage = First stage in list

Back 27

Just 3 and 4

Front 28

What do Business processes do?

Back 28

Business Processes have a probability associated to track
progress towards closed/completed records. All processes can
be modified by Admins.

Front 29

What step is not part of creating a custom application? (select one)
1) Selecting tabs
2) Adding a logo
3) Selecting profiles
4) Creating a custom object

Back 29

4 creating a custom object

Front 30

What is a Schedule?

Back 30

It is a was to track annuity streams, key shipping dates or estimate when revenue will be recognized on products.

Front 31

A record is modified on 1/1/2008. It meets criteria for a time-based workflow rule; this rule schedules an action for 7 days after rule execution. On 1/4/2008 the record is modified and no longer meets workflow rule criteria. On 1/5/2008 the record is modified and once again meets the initial time-based workflow rule criteria. How many workflow actions will execute and when?
1) 0
2) 1 on 1/8/2008
3) 1 on 1/12/2008
4) 2 on 1/8/2008 and 1/12/2008

Back 31

Answer – 3
When the record is modified and no longer meets criteria on 1/4 the initial workflow action is dropped from the queue. The workflow action created on 1/5 is scheduled for 7 days after rule execution (which is 1/5), therefore the only rule that would be executed is on 1/12.

Front 32

Define the system Admin profile.

Back 32

"Super User" - Can customize &
administrate the Org

Front 33

When transferring an account from one user to another, which of the following options are selectable? (select all that apply)
1) Transfer closed cases
2) Transfer closed opportunities
3) Transfer open activities
4) Transfer closed activities

Back 33

Just 1 and 2

Front 34

What is a Revenue Schedule?

Back 34

Outlines the dates, revenue amounts, and number of installments for recognizing revenue.

Front 35

Which of the following statements are true concerning email activation?
1) The email activation feature requires that the user click an activation link before logging onto a new computer.
2) The email activation feature cannot be disabled.
3) The email activation feature can be disabled by request to Salesforce.com support.
4) The email activation feature can be disabled through the UI.

Back 35

The email activation feature can be disabled by request to Salesforce.com support
Email activation requires that a user click to verify their email address after it has changed. Disabling this feature requires a request to Salesforce.com support with a list of valid domain names for your company.

Front 36

Define the Standard User profile.

Back 36

Can view, edit & delete their own
records

Front 37

Which of the following will not bypass Identity Confirmation?
1) The user’s profile has IP login restrictions enabled.
2) The user has logged into Salesforce previously from their current IP address.
3) The user has activated this computer before and has a stored activation cookie.
4) The user’s record has the "Bypass User Identity Confirmation" checkbox enabled.
5) The user is logging in from an IP address within the list of trusted networks.

Back 37

The user’s record has the "Bypass User Identity Confirmation" checkbox enabled.

Front 38

What is a Quantity? and is it a part of Scheduling?

Back 38

Yes, Quantity is a form of Scheduling.
It outlines the dates, number of units and number of installments for payments or shipping by your organization.

Front 39

Adding an email from Microsoft Outlook using Salesforce Outlook Edition is an example of what type of usage?
API or UI

Back 39

API

Front 40

Define the Solution Manager Profile.

Back 40

Standard user perm + can
manager solutions & solution
categories

Front 41

Which of the following are standard salesforce.com applications:
1) Ideas
2) Campaigns
3) Administration
4) Call Center
5) Sales Center

Back 41

Ideas and Call Center

Front 42

What Editions offer Products, price books and schedules?

Back 42

EE
UE
DE
PE- additional cost

Front 43

Which objects can you import into sf.com using the Data Loader?

Back 43

Accounts, Contacts, Leads, Solutions, and Custom Objects

Front 44

Define the Marketing User Profile.

Back 44

Standard user perm + can import
leads for the Org

Front 45

What data types can you use for an External ID?

Back 45

Text, Number, or Email

Front 46

Price Book Setup steps?

Back 46

1-Define Price Book (Geography, tiers, sales teams, volume discounts, seasonality)
2- Grant Group Access
3- Add Products and define Prices

Front 47

What is a “universally required” field?

Back 47

This is a custom field (NOT standard field) that must have a value

Front 48

Define the Contract Manager profile.

Back 48

Standard user perm + edit,
approve, activate, delete contracts

Front 49

Can you fire validation and triggers in lead conversion?

Back 49

Yes but only if the box is checked in Setup to have this happen

Front 50

Adding a Product steps.

Back 50

1- Create New Product
2- Define Standard Price
3- Add to Non-Standard Price Book(s) must manually add Products and Prices to Non-Standard Price Books.

Front 51

What is the only exception to triggering a Data Validation rule?

Back 51

When you are performing a record merge.

Front 52

Define the Read Only Profile.

Back 52

Can only view records

Front 53

Where does data validation ensure the integrity of data?

Back 53

BEFORE it is loaded into sf.com

Front 54

Can't search for Products in Sidebar Search - T or F?

Back 54

True. Only can search for Products in Product Tab.

Front 55

After you have activated an approval process can you add or remove steps?

Back 55

No. you can edit steps but you cannot DELETE steps

Front 56

Where would the Admin make a field required?

Back 56

Page Layout Editor

Front 57

What are the two ways you can set up approval processing? Can you skip steps?

Back 57

Formula based or criteria based and yes, you can skip steps based on formula

Front 58

Where is the UI located in SetUp?

Back 58

Setup I Customize I User Interface

Front 59

What is the advantage of using a workflow task vs. a workflow alert?

Back 59

Workflow tasks are tracked in Activity History and can be reported on

Front 60

How many fields (columns) can be displayed on a
Customizable Related List?

Back 60

10

Front 61

What is the limit on the size of documents you can upload into sf.com?

Back 61

5 MB

Front 62

What UI feature should you pin if you are utilizing Divisions?

Back 62

Side bar. If your organization uses divisions, we recommend that you keep the sidebar pinned and visible at all times
so you always have access to the Divisions drop-down list.

Front 63

Folders are used to organize what in salesforce.com?

Back 63

Email templates, documents, reports, and dashboards

Front 64

True or False: A checkbox can be a controlling field in a field
dependency?

Back 64

True

Front 65

In general, who can add/modify XYZ object?

Back 65

XYZ object owner, anyone above the object owner in the role hierarchy, and the administrator

Front 66

UI includes what?

Back 66

- Enables Collapsible Sections
- Show Quick Create
- Enable Hover
- Enable Related List Links
- Enable Separate Loading of Related List
- Inline Editing (not for Profiles)
- Enhanced List (not for Profiles)
- New UI Theme
- Printable List Views
- Spell Checker (all editions)
- Spell Checker on Tasks and Events

Front 67

What is the unique identifier across salesforce.com for all of its users?

Back 67

Email address

Front 68

True or False: You can use a custom lookup field to create a
relationship between an opportunity and a contact.

Back 68

True

Front 69

What two places can you set up IP Ranges for logins? Which takes precedence?

Back 69

1) Organization wide settings and 2) profile settings. Profile settings take precedence

Front 70

What are the UI options for Sidebar?

Back 70

- Collapsible Sideber
- Show Custom Sidebar Components on All Pages

Front 71

What are the available business processes?

Back 71

Opportunity Stage, Support Process, Lead Process, and Solution Process

Front 72

What is required to create a new user?

Back 72

Unique Username in email format.
Locale Settings
Profile - Standard or Custom
Role

Front 73

How much history shows up on the record you are tracking and how much can you run reports on?

Back 73

6 months shows up on page, one year is available for reporting

Front 74

UI options for Calendar Settings?

Back 74

- Home Page Hover Links for Events
- Drag-and-Drop Editing
- Click-and-Create Events on Calendar views
- Drag-and-Drop Scheduling on List Views
- Hover Links for My Tasks List

Front 75

How many (max) columns can you have on a related list (in a page layout)?

Back 75

10

Front 76

What do Org Wide Defaults do?

Back 76

Sets the base level of access to the data objects in SF.

Front 77

How many levels can you go down on cross-object formula fields?

Back 77

10

Front 78

SF Editions? (6)

Back 78

Personal
Group
Professional
Enterprise
Unlimited
Developer

Front 79

What fields by default get converted from a Lead -->Opportunity?

Back 79

Opportunity Owner, Opportunity Name, Account Name, Stage (default first stage), probability, forecast category, and Close Date – CLOSE DATE IS SET TO LAST DAY OF CURRENT FISCAL QUARTER

Front 80

What are the Org Wide Default permission options?

Back 80

Public, Read, Write (Transfer on Leads/Cases)
Public Read, Write
Public Read Only
Controlled by Parent (on Master-Detail Relationships).
Private

Front 81

What fields by default get converted from a Lead  Contact?

Back 81

Contact Owner, Contact Name, Account Name, Mailing Address, and Title

Front 82

Describe Console.

Back 82

Combines a list view and related records into one screen shot with different frames (frames are separate sections of the Console, each displaying a different record, list view or other page)

Front 83

What fields by default get converted from a Lead-> Account?

Back 83

Account Owner, Account Name

Front 84

What does the Role Heirarchy do?

Back 84

Creates a vertical sharing access for
managers over the subordinates in their silo.

Front 85

Are the options to 1) sort values alphabetically and 2) use first value as default available on standard fields or custom fields?

Back 85

No, Available on custom fields only

Front 86

Console Components are...?

Back 86

3 different views:
-List (page layout defined by Object)
-Detail (page layout defined by Object)
-Mini (defined by mini view page layout and if the detail view doesn't have any records with it - mini view will not display)
-Sidebar: displays Calendar Shortcut, Record Items and Recycle Bin

Front 87

What are the two different lengths of time something can sit in the recycle bin and what types of objects are they?

Back 87

A record deleted by anyone sits in the Recycling Bin for 30 days, a custom field (and associated data) sits in the Recycling Bin for 45 days

Front 88

What does Role Access do?

Back 88

Creates sharing access to related records owned
by other users.

Front 89

If you are in salesforce.com after the set hours for your organization, what happens?

Back 89

Your session is terminated and you lose your data

Front 90

Standard Profiles (6)

Back 90

System Administrator
Read Only
Standard User
Marketing User
Contract Manager
Solutions Manager

Front 91

True or False:
If you change the conversion rate, then all amounts new and old (closed) are changed

Back 91

True

Front 92

What do Sharing Rules do?

Back 92

Creates a lateral sharing access for co-workers
across the organization.

Front 93

What objects can you enable Enhanced Lookup and Auto-Completion?

Back 93

Accounts, Users, and Contacts

Front 94

Describe Queue.

Back 94

A collection of records that don't have a owner. Users who have access to a queue can examine every record that is in it and claim ownership of the records they want.

Front 95

How many components can you have in a dashboard?

Back 95

20

Front 96

What can Delegated Admins do?

Back 96

View All & Modify Access by Object

Front 97

What is Manual Sharing?

Back 97

Record-level access that allows record owners to give read & edit permissions to other users who might not have access to the record any other way.

Front 98

Can you uninstall an AppExchange App?

Back 98

Yes

Front 99

What are Public Groups?

Back 99

Sharing between Users, other Public Groups,
Roles and Roles/Subordinates

Front 100

Do you market to leads/contacts or to Accounts?

Back 100

Leads/Contacts

Front 101

Matrix Report

Back 101

A report that allows you to group and subtotal records by two unrelated values. One in the row dimension and one in the column dimension. Most powerful.

Front 102

How many people can you bring over into a campaign by the campaign wizard?

Back 102

250

Front 103

What do Sales Teams do?

Back 103

Focuses on Opportunity Records being shared
to a specified group of users based on the Opportunity Owner.

Front 104

How many people can you import into a campaign using the Lead Import Wizard?

Back 104

50,000

Front 105

Merge field

Back 105

A field you can place in an email template, mail merge template, custom link, or formula to incorporate values from a record

Front 106

With an escalation rule in a case, what do you update?

Back 106

The record owner

Front 107

What do Account Teams do?

Back 107

Focuses on Account Records being shared to
a specified group of users based on the Account Owner

Front 108

How many tabs are available in Unlimited Edition? And Enterprise?

Back 108

Unlimited in Unlimited and 25 in Enterprise

Front 109

Dependant field

Back 109

Any custom picklist or multi-picklist field that displays available values based on the value selected in its corresponding controlling fields

Front 110

How many lookup field relationships can you have per object?

Back 110

25

Front 111

What is a database table?

Back 111

A list of information presented in rows and columns about the person, thing or concept you want to track

Front 112

How many Master-Detail Relationships can you have per object?

Back 112

2

Front 113

What information is listed in the Company Profile?

Back 113

Company Info
Business Hrs
Language
Holidays
Time Zone
Domain Name
Fiscal Year

Front 114

Can an admin choose the minimum level of access required on a Master Record in order to create/edit, etc?

Back 114

Yes

Front 115

Web Services via API

Back 115

An application programming interface that defines a web service that provides direct access to all data stored on the platform from virtually any programming language.

Front 116

What is included on an emailed scheduled report?

Back 116

1) Report information
2) Link to report
3) Data in HTML with links back to salesforce.com

Front 117

How does a Profile differ from a Role?

Back 117

Profile controls what
a user can do with records (read, create, edit, delete. The Role
controls the level of visibility that users have to organizations
data.

Front 118

How many advanced filter criteria can you set in a report?

Back 118

10

Front 119

Foreign Key

Back 119

A field whose value is the same as the primary key of another table. A relationship is made between two tables by matching the values of the foreign key in one table with the values of the primary key in another.

Front 120

Why are sharing rules used?

Back 120

To open up access to records
beyond the Org Wide Defaults

Front 121

How many conditional highlighting colors can you have per report?

Back 121

3

Front 122

T or F: You need to contact Salesforce to enable Multi-Currency for your org?

Back 122

True

Front 123

When would you choose to build a Public Group?

Back 123

To simplify the number
of sharing rules built or when defining folder or list view access.

Front 124

True or false: You cannot calculate on report calculations

Back 124

True

Front 125

Where is the default currency listed?

Back 125

Setup I Company Profile I Company Detail

Front 126

True or false: Conditional highlighting applies to summary rows

Back 126

True

Front 127

Who can manually share records?

Back 127

Record Owner, Anyone
above the Record Owner in Hierarchy & the System Admin

Front 128

True or false: tabular reports are simple lists of records, and do not allow you to group report results

Back 128

true

Front 129

Org-Wide Defaults

Back 129

Settings that allow you to specify the baseline level of data access that a user has in the org

Front 130

True or false: you cannot delete a standard report

Back 130

true

Front 131

How are Folders used?

Back 131

To organize reports, dashboards,
communication templates and documents

Front 132

True or false: you can create Custom Summary Formulas based on other Custom Summary Formulas

Back 132

false

Front 133

Junction Object

Back 133

A custom object that enables a many-to-many relationship between two other objects.

Front 134

True or false: you can create custom summary formulas based on custom formula fields

Back 134

true

Front 135

Why utilize Account Teams and Sales Teams?

Back 135

Teams are
used for collaboration, sharing, and for reporting purposes.

Front 136

What is created when you convert a lead?

Back 136

Account, Contact, and optionally, an Opportunity

Front 137

One-to-many relationship

Back 137

A relationship in which a single object is related to many other objects. Example: Candidate may have one or more related Job Applications OR Accounts may have one or more related Opportunities.

Front 138

What is the max number of leads/contacts that can be added at one time from a REPORT

Back 138

50,000

Front 139

What four actions are performed by Workflow rules?

Back 139

Email alerts - not tracked in activity history
Tasks - assigned to active Users
Field Updates - change field values to specific values or
blank/null values
API Messages - designed in XML to have communication
between database systems

Front 140

What is the max number of leads/contacts that can be added at one time from the integrated campaign builder wizard

Back 140

250

Front 141

Profile

Back 141

Defines a users permissions to perform different functions; such as, general settings and object permissions, login restrictions, etc

Front 142

What type of report is this describing: provides a listing of data plus sorting & subtotaling of data

Back 142

Summary

Front 143

What does a workflow approval process do?

Back 143

It electronically captures a business approval on a SF
data record.

Front 144

What type of report is this describing: created with your specific data

Back 144

Custom Report Type

Front 145

A set of users that can contain individual users, other groups or users in a role is?

Back 145

Group

Front 146

What type of report is this describing: provides a simple listing of your data w/o subtotals

Back 146

tabular

Front 147

What elements are required for a workflow approval process?

Back 147

Approval Action
Approval Process
Approval Request
Approval Steps
Assigned Approver(s)
Email Approval Request
Initial Submission Action
Final Approval Action
Final Rejection Action
Outbound Messages
Record Locking

Front 148

What type of report is this describing: summarizes data in a grid against horizontal and vertical criteria

Back 148

matrix

Front 149

What are the 3 ways to control access to data?
Hint: F.O.R.

Back 149

- Field-level Security (either restrict in Profiles or Security Controls - Field Accessibility)
- Object (Profiles)
- Records (Roles-hierarchy)

Front 150

When you change the data type from a checkbox to any other data type is there data loss?

Back 150

yes

Front 151

True or False. The first approval step in a process specifies the action to
take if a record does not advance to that step?

Back 151

True

Front 152

When you change the data type to Number from any other type is there data loss?

Back 152

yes

Front 153

Native App

Back 153

A type of AppEx app that is built exclusively via metadata configuration and w/o coding. No external services nor infrastructure

Front 154

When you change from a multi-select picklist to any other type is there data loss?

Back 154

yes

Front 155

True or Fales, Final reject actions in a workflow approval process can include actions such as email alerts.

Back 155

True

Front 156

When you change from Text Area (Long) to Email is there data loss?

Back 156

yes. Can also use phone, text, text area or URL

Front 157

SaaS

Back 157

A delivery model where a software is hosted as a service and provided to customers via the Internet. A SaaS vendor maintains, operates, and supports application and each customer data.

Front 158

True or false? You can set a default value for standard fields

Back 158

FALSE only can be set for custom fields

Front 159

True or Fales. Record locking in a workflow approval process prevents users from editing a record only if
they have a certain field-level security or sharing settings.

Back 159

False

Front 160

T or F: if you change the data type from a checkbox to a picklist, it can cause data loss

Back 160

TRUE

Front 161

What is a Profile?

Back 161

- Is a collection of settings and permissions for users
- Doesn't override the org sharing model or role hierarchy

Hint 161

Group and Professional Editions can NOT view standard profile settings

Front 162

Any fields that you delete will be permenantly deleted after 30 days

Back 162

FALSE: 45 days

Front 163

True or False. Data Validation Rules are forumulas that evaluate, "True".

Back 163

True

Front 164

What are the 6 standard profiles?

Back 164

System Administrator, Standard User, Solution Manager, Marketing User, Contract Manager, and Read Only

Front 165

What are the Standard Profiles?

Back 165

System Administrator
Read Only
Marketing User
Standard User
Contract Manager
Solutions Manager

Front 166

Can you sort values alphabetically on a standard field?

Back 166

NO only on custom fields

Front 167

When are data validation rules executed?

Back 167

A User Saves a Record
Before records are imported
Using the Data Loader and/or other API tools

Front 168

Can you set a standard picklist as a dependent field in a dependent picklist?

Back 168

No - standard picklists cannot be a dependent field

Front 169

What areas can you modify in Standard Profiles?

Back 169

- View/Hide Apps (i.e. Call center, Sales, Marketing)
- View/Hide Tabs (Leads, Products, etc)
- Modify Desktop Integration clients settings (except for Outlook - that is managed in Email client configs)
**Can NOT change admin or general user permissions, Object permissions: read/edit/create/delete**

Front 170

Can you set a custom multi-select picklist as a controlling field in a dependant picklist?

Back 170

No

Front 171

When are data validation rules enforced?

Back 171

When a user saves
a record, when records are imported, using the Data Loader
and other API tools.

Front 172

Can you set a checkbox (standard or custom) as a controlling field in a dependant picklist?

Back 172

Yes

Front 173

What can you change in Custom Profiles?

Back 173

+ Object permissions
+ Administrative and General User Permissions
*And all areas you can change in Standard Profiles: Tabs and App Access, Desktop Integration Client*

Front 174

Which of the following does SFDC use:
1) Profile based IP restrictions
2) Org wide IP restrictions
3) Profile based login hour restrictions
4) Org wide login hour restrictions

Back 174

All except 4

Front 175

When you define a Data Validation Rule, what must you also
define?

Back 175

The error message.

Front 176

To enable Advanced Currency Management for their org, what must an administrator do?

Back 176

Enable multiple currencies

Front 177

List items that can be modified in Profiles:

Back 177

- Objects a user can view, create, edit, and delete
- Fields user can view and edit
- Tabs user can view
- Standard and Custom Apps a user can access
- Page layouts a user sees
- Record types
- Login restrictions
- Admin and General user permissions

Front 178

Who may be assigned a workflow task? (5)

Back 178

1) The record owner 2) the record creator 3) a single user 4) A Sales Team role or 5) An Account Team role

Front 179

Are Data Validation Rules executed for a field or for a
record?

Back 179

Record

Front 180

Time Dependant workflow will not work with what type of workflow evaluation criteria?

Back 180

Every time a record is created or edited.

Front 181

When should you create a custom profile?

Back 181

When you need to edit the users permissions on:
- objects
- admin & general user permissions

Front 182

what objects can be associated with a campaign through the integrated campaign builder?

Back 182

leads, contacts, and opportunities

Front 183

Can you set Standard and Custom fields as unique or
required using the Property feature?

Back 183

No, only custom fields.

Front 184

what can be transferred when transferring an account

Back 184

contacts, attachments, notes, open activities, open opportunities owned by the current acct owner and optionally closed opportunities and open opportunities owned by other users

Front 185

Differences between custom and standard fields.

Back 185

- Can NOT enable Required, Unique, External ID on standard fields in the same manner as custom fields.
- As a workaround you can create a duplicate custom field and hide the standard field in the record type.
- Standard field properties are NOT editable.

Front 186

what is transferred when changing the owner of a lead

Back 186

open activities

Front 187

Which objects have built in import wizards?

Back 187

Accounts
Contacts
Leads
Solutions
Custom Objects

Front 188

Master/Detail or Lookup? child may or may not be deleted when parent is deleted

Back 188

lookup

Front 189

List different types of Custom Fields. (22)

Back 189

Auto Number
Checkbox
Currency
Date
Date/Time
Formula
Hierarchical Relationship
Lookup Relationship
Master-Detail Relationship
Number
Percent
Phone
Picklist
Multi-select Picklist
Roll-Up Summary
Text
Text (Encrypted 175)
Text Area (255)
Text Area Long (32000)
Text Area Rich (32000, images, links)
URL

Front 190

Master/Detail or Lookup? 2 such relationships allowed

Back 190

Master/Detail

Front 191

Do opportunities or cases have import wizards?

Back 191

No.

Front 192

Master/Detail or Lookup? No inherited sharing

Back 192

Lookup

Front 193

Percent

Back 193

If the decimal value is greater than 15, and you add a percent sign to the number, a runtime error occurs.
Values lose precision after 15 decimal places.

Front 194

which tabs do not support multiple record types?

Back 194

home, documents, forecasts, and reports

Front 195

Can the DataLoader access all objects?

Back 195

Yes

Front 196

T or F:admin is attempting to import an invalid value into a picklist field. This will result in an error message

Back 196

False

Front 197

Number field does what?

Back 197

Allows users to enter any number. This is treated as a real number and any leading zeros are removed.

Front 198

When you have less than 50k records, what are the two advantages of using the Application Import Wizard over the Apex Data Loader?

Back 198

When you want to prevent duplicates and when you want to choose to trigger workflow rules

Front 199

Is the DataLoader Cloud based?

Back 199

No, it must be installed.

Front 200

What five objects can an admin import using the Import Wizard

Back 200

Leads, Contacts, Accounts, Solutions, and Custom Objects

Front 201

T or F:Salesforce rounds numbers referenced in merge fields according to the user's locale, not the number of decimal of spaces specified in the number field configuration.

Back 201

True.

Front 202

true or false: all standard and custom fields in sf.com may be set as unique or required using the property feature

Back 202

false: only custom fields

Front 203

What database actions can the DataLoader perform?

Back 203

Insert, Extract, Upsert, and Delete

Front 204

when you define a data validation rule what else must you define?

Back 204

error message and location of error message

Front 205

Define Master-detail Relationship field

Back 205

-Creates a relationship between records where the master record controls certain behaviors of the detail record such as record deletion and security.
-Available for custom objects only, although you can create a master-detail relationship field on a custom object that links to a standard object.

Hint 205

Note: *Master-detail relationships cannot be used with campaign members*

Front 206

When is a data validation rule enforced but the user is not notified (admin is)

Back 206

Web to Lead or Web to Case

Front 207

True or False. To log into the Data Loader, the IP address must be a trusted
IP or the User must know their security token.

Back 207

True

Front 208

What are the three times where a data validation rule is run?

Back 208

1) when a user saves a record, 2) before an import and 3) using force.com API or data loader

Front 209

Hierarchical Relationship

Back 209

Creates a hierarchical lookup relationship between users. Allows users to use a lookup field to associate one user with another that does not directly or indirectly refer to itself.

Hint 209

For example, you can create a custom hierarchical relationship field to store each user's direct manager.

Front 210

true or false: existing records that meet the workflow rule criteria trigger the rule

Back 210

false (until they are edited)

Front 211

Who can import data for all users?

Back 211

System Admin and
Marketing User Profile can import Leads.

Front 212

how many time triggers can you set per workflow rule?

Back 212

10

Front 213

Auto Number field

Back 213

Automatically assigns a unique number to each record. The maximum length of any auto-number field is 30 characters, 20 of which are reserved for prefix or suffix text.

Front 214

who can manually share a record?

Back 214

The record owner, anyone above the record owner in role hierarchy, and admin

Front 215

What objects may be imported or updates using the Import
Wizard?

Back 215

Accounts, Contacts, Leads, Solutions and Custom
Objects.

Front 216

what four groups can you make a group of?

Back 216

Roles, Roles & subordinates, users, and other groups

Front 217

System Administrator

Back 217

Is a "Super User" who can customize and administer the application

Front 218

which of these MUST a user be associated with: role or profile?

Back 218

Profile

Front 219

How does the Import Wizard perform matching when
updating records?

Back 219

By Salesforce ID

Front 220

what is the difference between profile = marketing user and checkbox on the user table = marketing user

Back 220

profile = can import leads, checkbox = can manage campaigns

Front 221

Standard User can

Back 221

View, Edit and Delete personal records.

Front 222

When is it appropriate to use the Import Wizard versus the
Data Loader?

Back 222

Need to prevent duplicates and when the Admin
needs to choose whether to trigger Workflow rules (or not)

Front 223

Solution Manager can

Back 223

Manage published solutions and solution categories

Front 224

What are Standard Reports?

Back 224

Out of the box reports from SF

Front 225

Marketing user has

Back 225

all the standard user permissions and can import leads for the org

Front 226

True or False. Standard Reports May be used as a starting point for Custom Reports

Back 226

True

Front 227

Contract Manager has

Back 227

all the standard user permissions and can edit, approve, activate, and delete contracts

Front 228

True or False. Standard Reports can be deleted?

Back 228

False, May not be deleted or removed (folder can be hidden)

Front 229

Read Only User

Back 229

This user can only view records

Front 230

What are the three report types available when creating custom reports?

Back 230

Tabular, Summary and Matrix

Front 231

Custom Profiles are available in which editions

Back 231

EE
UE
DE

Front 232

How many custom summaries can be created on a report.

Back 232

Up to 5 per report.

Front 233

Changes made in a Standard profile will have what affect if you clone the profile?

Back 233

None. The changes made to a standard profile do not transfer over to a new custom profile.

Front 234

True or False. Custom Summary Formulas are based on hard record values but used to create a temporary
formula for custom reporting needs.

Back 234

True

Front 235

Can load how many profiles in a List view?

Back 235

200

Front 236

Define the Tabular Report.

Back 236

Provides a simple listing of your data without
subtotals. The only format that has a floating report header.

Front 237

T or F: You can change standard names of objects, e.g. Accounts to Companies.

Back 237

True

Front 238

Defind the Summary Report.

Back 238

Provides a listing of data, plus sorting and
subtotaling of data. May be used to support dashboard
components.

Front 239

When you rename a standard field will it change the name throughout the platform?

Back 239

No. All pages in the setup area will use default labels.
Reports and views are not renamed either.
*Only in tabs, page layouts and record details*

Front 240

Define the Matrix Report.

Back 240

Summarizes data in a grid against horizontal and
vertical criteria. Matrix reports provide totals for both rows and
columns. Matrix reports may also be used to support
dashboard components.

Front 241

How many long text area custom fields can you create for a record?

Back 241

(25) GE PE EE UE DE
(1) Personal Edition

Front 242

The Director of Sales wants a report that meets the following
criteria:
All accounts in NY, MA, PA and NJ
Account rating of "Hot" or Annual Rev over $8M
The report must meet the state criteria but can optionally
meet the account rating or the annual revenue.
Which report format would you use to create this custom
report?

Back 242

the Tabular Report

Front 243

Creating new custom fields

Back 243

Step 1: Select data type
Step 2: Enter details
Step 3: Establish field-level security
Step 4: Page layout to include field

Front 244

The Director of Sales wants a report that shows the Opportunity
pipeline for the current and next fiscal quarters. This report
should be grouped by Sales Rep and Opportunity Stage.
Which report format would you use to create this custom
report?

Back 244

The Summary Report

Front 245

T or F: If you change the data type of any custom field used for lead conversion, that lead field mapping will be deleted.

Back 245

True.

Front 246

The Director of Sales wants a report that shows the trending
performance of his sales reps. He would like to see the trend by
month, with a review of the previous 6 months.
Which report format would you use to create this custom
report?

Back 246

Matrix Report.

Front 247

Data exceptions to the mapping Leads custom fields are...

Back 247

CAN:
◦You can map between text and picklist fields. However, your data may become truncated if the mapped text field is not large enough to hold the entire lead picklist value.
◦You can map fields of type Text or Text Area to long text area fields
◦You can map auto-number fields to fields of type Text, Text Area, or Picklist.

Hint 247

CAN NOT:
◦Do not map custom formula fields to other formula fields or any other type of field.
◦Roll-up summary fields are not available for mapping lead fields of converted leads.

Front 248

The new charting engine allows for greater customization and
creation of charts including:

Back 248

Bar
Line
Funnel
Donut
Pie
Combo Charting

Front 249

When mapping Lead custom field what must you choose?

Back 249

Must choose a custom Account, Contact or Opportunity field into which you want the information inserted when you convert a Lead.

Hint 249

*Remember to try and map custom fields to the same data type*

Front 250

Based on existing Master-Detail and Lookup relationships
between objects, Sys Admins can create Custom Report Types
to:

Back 250

Choose which standard and custom objects to display
Define both inner and outer joins
Select which fields can be used as columns

Front 251

Default Locale affects what?

Back 251

- Set Geographic region
- Affects the format of date and number fields
- Can be set by users for their own login (which will override org settings)

Front 252

True or False: The running user of a dahsboard overrides the sharing model to see the high-level summary
data for everyone at the level of the Running User and
below.

Back 252

True

Front 253

Default Language

Back 253

- Is the primary language for the organization
- Is used to display all text and online help
- Is set by users for their own language

Front 254

Dashboard components can consist of:

Back 254

Chart
Table
Metric
Gauge

Front 255

If a default language is changed from English to Spanish, when will the language change for the standard user

Back 255

User has to go to personal settings and change their language to Spanish.

Hint 255

Change is immediate.

Front 256

True or False; There are many dashboard components from SF Labs
including the Apex Dashboard Kit which can be installed

Back 256

True

Front 257

Currency is used for

Back 257

financial reporting, view records and show profit and loss.

Front 258

Which report formats (types) must be used to create
dashboard components?

Back 258

Summary or Matrix

Front 259

Dependent picklist

Back 259

A dependent picklist is a custom or mutli-select picklist for which the valid values depend on the value of another field, called the controlling field.

Hint 259

Controlling fields can be any standard or custom picklist (with at least one and fewer than 300 values) or checkbox field on the same record.

Front 260

How many Custom Summary Formulas can you have per
report?

Back 260

5

Front 261

Default fiscal year set up in SF.

Back 261

Default fiscal year is a 12 month calendar year starting January 1 and ends December 31

Front 262

What is a Dashboard comprised of?

Back 262

Dashboard Components

Front 263

All items listed in Company Information?

Back 263

-Company Core Information:
Language, Locale, Time zone, Currency, Org ID, Fiscal year
-User Licenses
-Feature Licenses (marketing, knowledge, apex mobile, etc)
-Data & File Usage and Space (Storage and Used Space)
-Business hours & Holidays
-My Domain (create company domain for marketing and additional security) personalized URL

Front 264

What is the Dashboard's Running User?

Back 264

Determines the highest level of
access to the dashboard data.

Front 265

EE and UE have what feature licenses include with each user license?

Back 265

Marketing User
Offline User

Front 266

What are the three editions of Salesforce?

Back 266

PE Professional Edition
EE Enterprise Edition
UE UnlimitedEdition

Front 267

There are 3 types of currency what are they?

Back 267

Active
Multiple
Personal

Front 268

How many app exchange apps can you install in PE?

Back 268

5

Front 269

T or F: Currency is a required field where it has been added or originally defined and must be considered when importing and custom object creation.

Back 269

True.

Front 270

How many app exchange apps can you install in EE

Back 270

10

Front 271

Personal currency

Back 271

- default currency for users quotas, forecast and reports
-must be an active currency

Front 272

How many app exchange apps can you install in UE

Back 272

Unlimited

Front 273

Record currency

Back 273

- default currency for a record
- determines currency type for amount fields in that record

Hint 273

**Once a Product record has been added the default currency can no longer be modified, as the Product record was created using the existing default currency. Any Product records must be removed before the Opportunity currency can be modified**

Front 274

Can you uninstall an AppExchange application once it has
been deployed?

Back 274

Yes

Front 275

Corporate currency

Back 275

is the currency for which your org's corporate HQ reports revenue and serves as the bases for all currency conversion rates

Front 276

Can an end user import Members into a Campaign?

Back 276

No

Front 277

Conversion rates are maintained by whom?

Back 277

system administrators

Front 278

Can an end user import Leads?

Back 278

Yes, however they need to
have a Marketing User Profile.

Front 279

T or F: A dashboard is a group of different charts or components that graphically display custom report data.

Back 279

True

Front 280

If your Marketing team needed to add 10,000 existing Leads
to a campaign at one time, what would be the best way to do
this?

Back 280

Run a report.

Front 281

What are the two main parts of a workflow?

Back 281

Rules and Actions

Front 282

True or False: When a Lead is converted, it becomes an
Account, Contact and Opportunity (unless you opt out of
creating an Opportunity?

Back 282

True

Front 283

T or F: The four types of dashboard components are charts, tables, metric, and gauge.

Back 283

True.

Front 284

Is there a Service and Support Standard Profile in SF?

Back 284

NO

Front 285

Which of the following statements is true about business objects?

Back 285

You can use the Force.com Builder to create custom applications or modify any application to suit your needs.

Front 286

Where are Cases created?

Back 286

On the Cases Object and Account or
Contact Related Lists.

Front 287

Which statements are true about standard fields? (select all that apply)

Back 287

-You can change the standard field labels.
-You can remove required standard fields from a page layout.

Hint 287

Can NOT edit field properties.

Front 288

How are Cases assigned?

Back 288

Assignment Rule

Front 289

Which Standard objects can you enable field tracking?

Back 289

■Accounts
■Cases
■Contacts
■Entitlements
■Service contracts
■Contract line items
■Contracts
■Leads
■Opportunities
■Solutions

Front 290

Escalation rules have Rule Entries with timeover periods, how is this
impacted by the Business Hours and Holidays?

Back 290

The escalation is
temporarily suspended during off hours/holidays.

Front 291

Field Tracking History

Back 291

-You can select certain standard and custom fields to track on the History related list of accounts, cases, contacts, contracts, leads, opportunities, solutions, and custom objects.

Hint 291

-Modifying any of these standard or custom fields adds a new entry to the History related list.

Front 292

Solutions are associated to solution categories. Can an end User
manage solutions and solution categories?

Back 292

Yes, with the Solution
Manager Profile

Front 293

What information is in field tracking history?

Back 293

All entries include the date, time, nature of the change, and who made the change.

Hint 293

*Note: History data does not count against your organization’s storage limit.*

Front 294

True or False: The Self Service Portal and Customer Portal are the
same technology?

Back 294

No.

Front 295

For which objects can you not disable field tracking?

Back 295

- Cases, Solutions, or Contracts

Hint 295

e.g. Certain changes, such as case escalation, are always tracked.

Front 296

What are the steps to setup a console?

Back 296

1. Create console layouts to define what objects are available
to users in the console's list vew frame.
2. Set up the Console mini view.
3. Define mini page layouts to customize the fields and related
lists of objects that display in the console's list view.
4. Assign Profiles to a console layout to provide users access
to specific objects in the console's list view.
5. Add the Console Tab - set to Default On. Will need to add
through Customize Tabs.

Front 297

How many fields can you track per object?

Back 297

You can select a combination of up to 20 standard and custom fields per object.

Front 298

Custom Objects can include?

Back 298

Custom Tab
Field History Tracking
Sharing Rules
Queues
Used in Approval Processes
May have Master/Detail or Lookup to Parent Object records
May have Custom Object Permissions

Front 299

You cannot track the following fields:

Back 299

- History of formula, roll-up summary, or auto-number
- Created By and Last Modified By
- Expected Revenue field on opportunities
- Master Solution Title or the Master Solution Details fields on solutions; these fields display only for translated solutions in organizations with multilingual solutions enabled.

Front 300

Determine if the description is Master/Detail or Lookup: Child is deleted when parent is deleted.

Back 300

Master/Detail

Front 301

If you disable field history tracking on an object, you can still report on its history data up to what date?

Back 301

The date and time you disabled
tracking.

Front 302

Determine if the description is Master/Detail or Lookup:Lookup field on child is always required.

Back 302

Master/Detail

Front 303

T or F: If the parent record in a lookup relationship is deleted, the field history tracking for the child record does not record the deletion.

Back 303

True.

Hint 303

For example, if a parent account is deleted, the Account History related list for the child account does not show the deletion.

Front 304

Determine if the description is Master/Detail or Lookup:For reporting parent and child fields available

Back 304

Master/Detail

Front 305

What following Activity Fields are NOT available as controlling fields?

Back 305

-Call Type
-Create recurring series of events
-Show Time As
-Subject
-Task
-Type

Front 306

Determine if the description is Master/Detail or Lookup:Up to 25 such relationships

Back 306

Lookup

Front 307

What following Contact Fields are NOT available as controlling fields?

Back 307

-Salutation
-Contact Currency

Front 308

Determine if the description is Master/Detail or Lookup: No inherited sharing

Back 308

Lookup

Front 309

What following Custom Object Fields are NOT available as controlling fields?

Back 309

-Currency

Front 310

True or False: Each workflow rule applies to a single object, such as leads, accounts, or opportunities.

Back 310

True

Front 311

What following Lead Fields are NOT available as controlling fields?

Back 311

-Converted
-Unread By Owner

Front 312

True or False: Workflow rules can't be triggered by campaign statistic fields, including individual campaign statistics and campaign hierarchy statistics.

Back 312

True

Front 313

T or F: Checkbox fields can be controlling fields but NOT dependent fields?

Back 313

True

Front 314

True or False: Workflow rules can be triggered any time a record is saved or created, depending on your rule criteria

Back 314

True

Front 315

How many characters are allowed in a standard or custom picklist?

Back 315

15,000 characters

Front 316

True or False: Workflow rules are triggered when a standard object in a master-detail relationship is re-parented, even if the object's evaluation criteria is set to When a record is created, or when a record is edited and did not previously meet the rule criteria.

Back 316

True

Front 317

Which field types can NOT be the Dependent field?

Back 317

Checkboxes
Default field
Standard fields

Front 318

True or False: Workflow rules never trigger on converted leads

Back 318

False: Workflow rules only trigger on converted leads if validation and triggers for lead convert are enabled in your organization.

Front 319

Field-level security: Both controlling and dependent picklist need to be hidden independently. T or F?

Back 319

True. Field-level security settings for a controlling field and dependent picklist are completely independent.

Hint 319

**Remember to hide controlling fields whenever its correlating dependent picklist is hidden**

Front 320

T or F: Workflow rules on custom objects are automatically deleted if the custom object is deleted.

Back 320

True

Front 321

How does a import affect dependent picklist? Does the controlling field change the dependent field value?

Back 321

No. The import wizards do not consider field dependencies. Any value can be imported into a dependent picklist regardless
of the value imported for a controlling field.

Front 322

T or F: You can't package workflow rules with time triggers.

Back 322

False!

Front 323

T or F:Dependent picklists and controlling lead fields can be mapped to account, contact, or opportunity fields with different
dependency rules.

Back 323

True.

Hint 323

Remember to create same dependency fields when mapping to acct, opp, or contact from leads

Front 324

T or F: Workflow rules trigger automatically and are visible to the user.

Back 324

False: Workflow rules are invisible to the end user.

Front 325

Which field type can NEVER be the Controlling fields?

Back 325

Multi-select Picklists

Front 326

T or F: You can create email alerts for workflow rules on activities.

Back 326

False: You can't create email alerts for workflow rules on activities.

Front 327

What must you remember when managing a page layout with dependent fields?

Back 327

Make sure controlling fields exist on any page layout that contains their associated dependent picklist.

Hint 327

When the controlling field is not on the same page layout, the dependent picklist shows no available values.

Front 328

T or F: Saving or creating records can trigger one rule.

Back 328

False; Saving or creating records can trigger more than one rule.

Front 329

Will a record save if a dependent picklist is required but no values are available for based on the controlling field value?

Back 329

Yes, the record is saved with no value for that field.

Front 330

T or F: Changes you make to records while using Connect Offline are lost.

Back 330

False: Changes you make to records while using Connect Offline are evaluated by workflow rules when you synchronize.

Front 331

What is a Lookup (relationship) field?

Back 331

is a field on an object record that contains a link to another. The relationship field allows users to click on a lookup icon to select a value from a popup list. The other object is the source of the values in the list.

Hint 331

Creating a many-to-one relationship between the object on which the lookup relationship field is placed and the other object.

Front 332

Salesforce.com processes any rules in what order?

Back 332

1. Validation rules
2. Assignment rules
3. Auto-response rules
4. Workflow rules (with immediate actions)
5. Escalation rules

Front 333

Picklist values can have colors assigned dynamically but which picklists do NOT have chart colors available?

Back 333

-Multi-select picklists
-Currency picklists
-Task Subject
-Event Subject
-Opportunity Competitor picklists

Front 334

T or F: There are no exceptions to the role heirarchy based sharing?

Back 334

False Contact sharing rules do not apply to private contacts. Notes and attachments marked as private via the Private checkbox are accessible only to the owner and administrators. n option on your organization-wide default allows you to ignore the hierarchies when determining access to data. Events marked as private via the Private checkbox are accessible only by the event owner. Managers in the role hierarchy cannot view or edit their subordinate's records if they do not have the “Read” or “Edit” user permissions for the type of record. Object permissions are set on a user's profile.

Front 335

What is the number of characters for a Standard picklist?
Standard multi-select picklist?

Back 335

-Standard picklists, entries can be up to 40 characters, not including linebreaks and returns.
-Standard multi-select picklists, the total number of characters for all entries cannot exceed 255.

Front 336

Which is true about Storage Limits?
a. Salesforce will allow a user to enter data up to 5% over capacity,
b. Salesforce will not allow user to upload data
c. Document tabs count against overall storage

Back 336

b. Salesforce will not allow user to upload data

Front 337

Who can delete records?

Back 337

The ability to delete individual records is controlled by administrators, the record owner, users in a role hierarchy above the record owner, and any user that has been granted “Full Access.”

Front 338

Which permission allows a user to create a new solution?
a. Edit
b. Read
c. Create
d. Delete

Back 338

c. Create

Front 339

Additional Limits for Custom Picklists

Back 339

Within the 15,000 total character limit, custom picklists can have:
• Up to 1000 entries
• Up to 255 characters per entry
Custom multi-select picklists can have:
• Up to 150 values
• Up to 40 characters per value

Hint 339

**Note that for multi-select picklists, users can select up to 100 values at a time on a record.**

Front 340

If you delete a case, which two also get deleted?
a. Account
b. Solution
c.Event
d. Attachments

Back 340

c.Event
d. Attachments

Front 341

Where do Chatter Feeds Display?

Back 341

On the Home tab, where you can see your updates, status updates of people you follow, and updates to records you
follow and groups you're a member of
• On profiles, where you can see updates made by the person whose profile you're viewing
• On records, where you can see updates to the record you're viewing
• On Chatter groups, where you can see updates to the group you're viewing

Front 342

When a user refreshes a dashboard, who does the dashboard get refreshed for?
a. The user and all those who have access to the dashboard
b. Only the user who refreshed the dashboard.
c. The running user only
c. The administrator.

Back 342

a. The user and all those who have access to the dashboard

Front 343

Which standard picklist have only 20 characters?

Back 343

-Priority Task (Activity)
-Lead Status (Leads)

Front 344

Report charting is only available for:
a. Summary and Matrix reports
b. Tabular and Summary Reports
c. Tabular and Matrix reports.
d. Tabular, Summary and Matrix Reports.

Back 344

a. Summary and Matrix reports

Front 345

What are Chatter Groups?

Back 345

Chatter groups let you share information with specific people. For example, if you're working on a project and want to
share information only with your team members, you can create a Chatter group for your team. Chatter groups include
a list of members, a Chatter feed, and a photo. You can create the following types of Chatter groups:
• Public: Anyone can see the group's updates, but only members can post updates. Anyone can join a public group.
• Private: Only members can see and post updates. The group's owner or managers must add members.

Front 346

When creating dependent picklist which field does not allow you to preview it?

Back 346

The "Filter by Record Type" option does not appear in the Preview window for activity custom fields.

Front 347

T or F. You can enable Chatter in your organization without updating to the new look and feel?

Back 347

False. Enabling Salesforce Chatter also enables the new user interface theme, which updates the look and feel of Salesforce.com.

Front 348

If you replace a value in the "Stage" picklist for opportunities what other fields are updated?

Back 348

-Probability
-Forecast Category
-Expected Revenue

Hint 348

**fields are also updated with the same corresponding values**

Front 349

What happens if chatter is enabled in an org with 15 or fewer users?

Back 349

all users automatically follow each other.

Front 350

T or F: Lookup relationship fields to campaign members are not
available?

Back 350

True - however, lookup relationship fields from campaign members to other objects are available.

Front 351

True or False? Chatter is not available for Mobile Users?

Back 351

False. You can enable Salesforce Chatter for Salesforce Mobile users by including the News Feed object in your mobile configurations' data sets.

Front 352

What field attribute should not be used with a field that is Required and Unique?

Back 352

Default values because uniqueness errors may result.

Front 353

Which fields cannot be followed in Chatter?

Back 353

Auto-number, formula, and roll-up summary fields
- Encrypted and read-only system fields
- The Expected Revenue field on opportunities

Front 354

True or False: Custom fields marked as Unique count against an object's limit of (3) External ID fields.

Back 354

True.

Hint 354

**You can set up to three custom text, number, or email fields as external IDs. An external ID field contains record identifiers from a system outside of Salesforce.com**

Front 355

What is the Cloud Scheduler?

Back 355

Cloud Scheduler allows you to request meetings with your customers, and have your customers select when they can meet
before you confirm the meeting.

Front 356

You can create up to 500 custom fields for each Standard Object - EXCEPT 2 - what are the two objects that only allow 100 custom fields?

Back 356

Task and Event fields

Front 357

How does Cloud Scheduler Work?

Back 357

When you use Cloud Scheduler to request a meeting, Salesforce.com creates a unique Web page for your meeting that displays
the proposed meeting times.When invitees visit the page, they select the times that work for them, and send you a reply.
Salesforce.com tracks all the responses so you can pick the best time to meet when you confirm the meeting.

Front 358

What are the default permission settings for reports?

Back 358

All users can runs,customize and create and save to my personal reports.

Front 359

T or F: You can use cloud scheduler to send meeting invites to contacts or leads or person accounts you don't have visibility to.

Back 359

False. You must have at least read access to the contacts, leads and person accounts that you request a meeting with.

Front 360

If you can see the information then you can run a report on it.

Back 360

-Records you own
-Records to which you have read or read/write access
-Records that have been shared with you
-Records owned by or shared with users in roles below you in the hierarchy

Front 361

How many people can you send an invite to at a time using Cloud Scheduler?

Back 361

You can invite up to 50 people to a meeting.

Front 362

T or F: EE, UE, and DE you can view only those fields that are visible in your page layout and field-level settings.

Back 362

True. *field-level settings is only available in these editions*

Front 363

Which object cannot use sharing rules to manage access?
a. Custom object
b. Standard object
c. Child to a parent object
d. Managed Package

Back 363

d. Managed Package

Front 364

Where will you find Reports?

Back 364

-Report tab
-Bottom of every standard home page
-can customize home page and create links for widely used reports

Front 365

What is the process to create a custom app?
a. Create new App, select logo, assign profile
b. Create new object, select logo, create profile

Back 365

a. Create new App, select logo, assign profile

Front 366

Tabular reports examples

Back 366

contact mailing list
all accounts listing

Front 367

On Report home page what are the features available?

Back 367

-Search box
-Reorder Folders
-Collapse All
-Expand All
-All Report Tab
-Recent Reports Tab
-Create New Custom Report

Front 368

What is the Report Builder?

Back 368

is a visual editor for reports. The report builder interface consists of three panes: Fields, Filters, and Preview.

Front 369

What are the Report and Dashboard User Interface Settings?

Back 369

User Interface:
Enable Floating Report Headers
Enable Dashboard Finder
Chatter Options:
Enable Dashboard Component Snapshots

Front 370

Define running user and how it affects the Dashboard results.

Back 370

Each dashboard has a running user, whose security settings determine which data to display in a dashboard. If the running user is a specific user, all dashboard viewers see data based on the security settings of that user—regardless of their own personal security settings.

Front 371

Dynamic dashboards

Back 371

For dynamic dashboards, you can set the running user to be the logged-in user, so that each user sees the dashboard according to his or her own access level.

Front 372

T or F: If a report has over 2,000 records, only 2,000 will display at a time to allow export to Excel.

Back 372

True.
*Excel can have up to 256 columns and 65,536 rows*

Front 373

Unfiled Public Reports are created by whom? why?

Back 373

System Admin, Unfiled Public Reports is where sys admin can store custom reports for all users to view

Front 374

In a Matrix report Record Count will always list last.

Back 374

True.

Front 375

Report Formulas always come after summary fields but always before Record Count.

Back 375

True

Front 376

Using Report Options, you can change:

Back 376

-Groupings
-Simple filters, using drill down
-Time frame
-View

Front 377

You can use the report builder to:

Back 377

-Change the report format
-Add custom formulas
-Add, remove, or reorder columns
-Add charts

Front 378

Users with the “Manage Custom Report Types” permission can define custom report types but security settings will not allow them to see data they do not have permission to.

Back 378

True

Front 379

Define Report type

Back 379

is the set of records and fields available to a report based on the relationships between a primary object and its related objects

Front 380

User report permissions

Back 380

The information you see in reports is only the data to which you have access. This includes records you own, records
to which you have read or read/write access, records that have been shared with you, records owned by or shared with
users in roles below you in the hierarchy, and records for which you have “Read” permissions.

Front 381

T or F: You can view only those fields that are visible in your page layout and field-level security settings.

Back 381

True

Hint 381

(Field-level
security is available only in Enterprise, Unlimited, and Developer Editions.)

Front 382

T or F: You can delete reports used by dashboard components or analytic snapshots.

Back 382

False. To delete the report, you must first delete the dashboard component or analytic snapshot.

Front 383

What does selecting Hierarchy feature on a report do?

Back 383

Provides options to view the report data based on role or territory hierarchy. View data for an individual user, a role, or an entire organization.

Hint 383

Available only for Professional, Enterprise, Unlimited, and Developer Editions.

Front 384

Filter logic isn't available for all filters. For example, you can't use them for roll-up summary fields.

Back 384

True.

Front 385

How many filters can you use on a report?

Back 385

10

Front 386

Only users with the "Manage Dashboards" permission will see the Go to Dashboards link?

Back 386

True. Users with this permission can create, edit or delete dashboards

Front 387

View Dashboard as: "john smith" field appears in the top right of screen - what users are able to see this field?

Back 387

-Users view my team's dashboards
-view "all data"

Front 388

Reports are available on which of the following tabs in Salesforce?

Back 388

Reports
Account
Opportunity
Contacts

Front 389

Which of the following statements are true about standard reports in Salesforce?

Back 389

-Dozens of standard reports are provided by Salesforce
-Standard reports address the top needs of most users, from sales to marketing
-Standard reports can be customized and saved under a new name

Front 390

Choose the correct statement.

Back 390

1) You can overwrite a standard report and save it back into that same report folder.
2) You can use a standard report as the basis for a new report but you must save it to a new folder under a new name

Hint 390

(2)

Front 391

T or F: You can only delete folders that are empty. Before you begin, remove all the documents, dashboards, templates, or reports from the folder you would like to delete.

Back 391

True.

Front 392

Conditional Highlighting Limitations/Considerations:

Back 392

1. Only 3 conditions maximum per report.
2. Conditional Highlighting only applies to summary rows.
3. Available for numerical analysis only.
4. First condition is <; second condition <; third condition >=

Front 393

Highlight field values on summary or matrix reports based on ranges and colors you specify. What must the report contain in order to use conditional highlighting.

Back 393

To enable conditional highlighting, your report must contain at least one summary field or custom summary formula.

Front 394

By what groups can you filter Reports visibility?

Back 394

-Public groups
-Roles
-Roles and Internal Subordinates
-Roles, Internal and Portal Subordinates

Front 395

Summary Reports define-

Back 395

Are similar to tabular reports, except that they also allow you to group rows of data, view subtotals and create graphs.

Front 396

When should you use Summary Reports?

Back 396

When you want subtotals based on the value of a particular field or when you want to create a hierarchical list, such as sales organized by the year and then by quarter.

Front 397

Tabular Reports define

Back 397

Simplest reports and fastest way to look at your data. Can have floating headers enabled.

Front 398

Use Tabular reports when

Back 398

want a simple list of information, like a mailing lists or grand total

Front 399

Matrix report define

Back 399

most complex report that allow you to group two different types of data by row and by column.

Front 400

When should you use matrix reports.

Back 400

When you want to see data by two different dimensions that aren't related, such a date and product.

Front 401

How many components are available in a dashboard?

Back 401

20 **but only the top row of components are
visible in a user's Home tab when he/she chooses a dashboard to display on the Home tab**

Front 402

A combination chart plots what?

Back 402

It plots multiple sets of data on a single chart. Each set of data is based on a different field, so values are easy to compare. You can also combine certain chart types to
present data in different ways in a single chart.

Front 403

T or F: The running user's security settings only apply to the dashboard view. Once a user drills down into a source report or detail page off the dashboard, the user will view the data based on his or her normal security settings.

Back 403

True. **if you need to restrict a dashboard from certain users, just
save it to a restricted-access folder**

Front 404

Dashboard Components come in five varieties:

Back 404

-Charts
-Tables
-Metrics
-Gauges
-Visualforce

Hint 404

• Charts—Displays a pie chart, bar chart, line chart, or any other type of chart that can be
made in a report.
• Tables—Displays a two-column table that contains record counts and values from the top-level row grouping in the report.
• Metrics—Inserts the grand total of a report at the end of a label that you customize.
• Gauges—Uses the grand total of a report as a point on a scale.
• Visualforce Pages—Displays any Visualforce dashboard component in your organization.

Front 405

T/F: You can't have more than 250 groups or 4,000 values in a chart.

Back 405

True.

Front 406

T or F: Dashboard folders can be public, hidden, or restricted to groups, roles, or territories.

Back 406

True

Front 407

Limit of formulas per report:

Back 407

5

Front 408

Limit for Scheduled reports:

Back 408

(PE and above editions) 200

Front 409

Dynamic Dashboard limits:

Back 409

EE = 5
UE = 10
DE = 3/org

Front 410

The report builder preview shows a maximum of how many rows for tabular, summary and matrix reports?

Back 410

-20 rows for summary and matrix reports
-50 rows for tabular

Front 411

Dashboard Limits are:

Back 411

■Each dashboard can have up to 20 components.
■A dashboard table or chart can display up to 20 photos.
■You must wait at least one minute between dashboard refreshes.

Front 412

Analytic Snapshot Limits are:

Back 412

■The maximum number of rows you can insert into a custom object is 2,000.
■The maximum number of runs you can store is 200.
■The maximum number of source report columns you can map to target fields is 100.

Front 413

Report Type Limits are:

Back 413

■A custom report type can contain up to 60 object references.
■You can add up to 1000 fields to each custom report type.

Front 414

With combination charts, you can:

Back 414

■Add a line to an existing line, vertical column, grouped vertical column, or stacked vertical column chart
■Add a cumulative line to an existing line cumulative chart
■Add up to three columns to a vertical column chart
■Add up to three bars to a horizontal bar chart

Front 415

How can you make more values available on a chart?

Back 415

Use Combination Charts: by selecting "Use second axis" makes more values available in the Value drop-down list. Without this option, you can only pick from values of the same type as the primary Y-axis—for example, number, currency, or percentage. This option is only available for certain combination charts.

Front 416

You build custom report types between objects so that you can:

Back 416

•Choose which standard and custom objects to display to users creating and customizing reports
•Define the relationships between objects
•Select which objects' fields can be used as columns in reports

Front 417

Custom report types allow you to build a framework in the report wizard, from which users can create and customize reports.

Back 417

AWESOME! Can create this for Standard and Custom Objects!

Front 418

What are the name of the diagrams the platform uses for graphical hierarchy and set diagrams?

Back 418

Venn diagrams
Allows us to easily specify which related records from other objects we want to include in the report results

Front 419

On a custom report type - where do you edit to reduce fields a user sees available on the report?

Back 419

Bottom of the "custom report type" detail page scroll down to the "Fields Available for Reports" and select Edit Layout

Front 420

Report labeling info:

Back 420

- Report Type Label can be up to 255 characters long.
- Description can be up to 1000 characters long.
-A custom report type can contain 1000 fields in total

Front 421

If the primary object on a custom report type is a custom object, and the custom object is deleted, then the custom report type and any reports created from it will automatically be deleted.

Back 421

True.

Front 422

Custom report types can fetch how many levels of objects?

Back 422

A custom report type can fetch objects in 3 levels of related lists away from the primary object, giving four related objects, such as Accounts, Contacts, Opportunities, and Opportunity Products.

Front 423

A custom report type can contain up to 60 object references.

Back 423

can be the four objects, field sources, or objects used to traverse relationships

Front 424

T or F: Users with the “Manage Custom Report Types” permission can view and define custom report types that include objects they do not have permission to access.

Back 424

True.
This enables specific users to build report types for all users in their organization without compromising data security settings.

Front 425

Analytic Snapshots

Back 425

An analytic snapshot lets you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object.

Front 426

Analytic Snapshot Running User

Back 426

The user whose security settings determine the source report's level of access to data. This bypasses all security settings, giving all users who can view the results of the source report in the target object access to data they might not be able to see otherwise.

Front 427

User permissions needed for Analytic Snapshots

Back 427

“Manage Analytic Snapshots”
“Run Reports"
“Create” on the target object

Front 428

T or F: When you delete an analytic snapshot, the source report and target object are not deleted and will still load the target object with data.

Back 428

False! When you delete an analytic snapshot the source report still runs BUT it will NOT LOAD the target object with data.

Front 429

What is a Campaign?

Back 429

A marketing initiative such as an advertisement, direct mail, or conference that you conduct in order to generate prospects and build brand awareness.

Front 430

Define Campaign hierarchy?

Back 430

A set of up to 5 campaigns organized into a hierarchy.

Hint 430

A parent can have several child campaigns but a child can only have 1 parent.

Front 431

Goal field within the Campaign object is used for what?

Back 431

to track Campaigns success within reports

Front 432

Marketing User Checkbox

Back 432

Allows a user to create & edit Campaign records

Hint 432

*also removes a purchased a Marketing user license*

Front 433

Admin must setup Contact & Lead Page Layout correctly to utilize Campaigns. Must include:

Back 433

Contact Page Layout:
-Campaign History Related List
Lead Page Layout:
-Campaign Related List
-Campaign field on Page Layout

Front 434

Campaign Workflow overview:

Back 434

-Create campaign record
-Define the target audience
-Execute campaign
-Track response
-Analyze the campaign results

Front 435

Advance Membership field in Campaign

Back 435

Shows all different Member Status and allows to edit, create and delete "Member Status" field values

Front 436

Call to Action for Campaigns is the "Member Status" value

Back 436

True.

Front 437

There are 2 options for the targeted Audience what are they?

Back 437

-Existing Contacts/Leads
-Import (new)

Front 438

When adding members to a Campaign what are the 4 options?

Back 438

-Add Members: Search
-Add Members: Import File
-Edit Members: Search
-Update & Add Members

Hint 438

-Existing Leads/Contacts
-New Leads/Contacts
-Update Existing Leads/Contacts Members
-Import csv with Updates

Front 439

Workflow is the automation of the following types of actions based on your organization's processes:

Back 439

* Tasks - Assign a new task to a user, role, or record owner.
* Email Alerts - Send an email to one or more recipients you specify.
* Field Updates - Update the value of a field on a record.
* Outbound Messages - Send a secure configurable API message (in XML format) to a designated listener.

Front 440

* Assign follow-up tasks to a support rep one week after a case is updated.
* Send sales management an email alert when a sales rep qualifies a large deal.
* Change the Owner field on a contract three days before it expires.
* Trigger an outbound API message to an external HR system to initiate the reimbursement process for an approved expense report.
What are these examples of?

Back 440

Workflows

Front 441

Each workflow rules consists of:

Back 441

* Criteria that cause salesforce to apply the workflow rule.
* Immediate actions that execute when a record matches the criteria.
* Time-dependent actions that salesforce queues when a record matches the criteria, and executes according to time triggers.

Front 442

For example, salesforce can automatically send an email reminder to the account team if a high-value opportunity is still open ten days before the close date. Is an example of what type of workflow rule?

Back 442

Time dependent

Front 443

For example, salesforce can automatically send an email that notifies the account team when a new high-value opportunity is created.
Is an example of what workflow action?

Back 443

Immediate actions that execute when a record matches the criteria.

Front 444

Sales Processes are?

Back 444

Create different sales processes that include some or all of the picklist values available for the opportunity Stage field.

Front 445

T or F: You can delete a workflow that has pending actions in the workflow queue?

Back 445

False! Wait until pending actions are processed OR use the workflow queue to cancel pending actions.

Front 446

T or F: You can utilize any List View to add Campaign Members to a Campaign?

Back 446

True.

Front 447

What can you create to that will allow you to Add Members to a Campaign with a record limit of 50,000?

Back 447

A Report on either Contacts/Leads already in SF - Click on the Report and Select "Add to Campaign"

Front 448

Campaigns are available in what editions?

Back 448

PE
EE
UE
DE

Front 449

What does the Campaign report "Call Down Report" show you?

Back 449

-Select Campaign from drop-down field
-Run Report
Shows ALL MEMBERS of a specific campaign

Front 450

What are the 2 methods to running a Campaign?

Back 450

-Online (using a email execution partner,e.g. Vertical Response)
-Offline (conference, mailer, direct calls)

Front 451

How many records show on Recently Viewed Items on a Object's page?

Back 451

Can toggle between:
-10 records
or
-25 records

Front 452

You can add new Leads/Contacts using the Update Campaign History Wizard?

Back 452

False

Front 453

Campaign members based on contacts created from converted leads are not updated when you use the Campaign Update Wizard.

Back 453

True

Front 454

Where would you see this "There are no critical updates available for your organization at this time. Salesforce.com notifies you when critical updates become available"

Back 454

Setup I App Setup I Critical Updates

Front 455

Which of these reports are available to assess the effectiveness of your campaign?
a-ROI Analysis Report
b-Revenue Report
c-Total Closed Business
d- Call Down Report
e- Campaign Effectiveness

Back 455

a- ROI Analysis Report
b- Revenue Report
d- Call Down Report

Front 456

Who can import campaign members?

Back 456

-System Admin
-Users w/ both Marketing User Checkbox selected on personal information and profile

Front 457

Marketing users can import leads and use the Campaign Import Wizard if they also have the Marketing Profile?

Back 457

True.

Front 458

5 steps to creating a Campaign:

Back 458

1) Create the Campaign
2) Create your Target List
3) Execute the Campaign
4) Track Responses
5) Analyze Campaign Effectiveness

Front 459

"Member Status" can have up to how many values?

Back 459

50 values
Examples:
Sent
Responded

Front 460

Replacing the campaign member status doesn't recalculate roll-up summary fields or fire workflow, triggers, or validation rules.

Back 460

True!

Front 461

Why use Campaign Hierarchy?

Back 461

Use Campaign Hierarchies for analysis of related marketing tactics.

Front 462

T of F: All campaigns within a hierarchy must use the same currency?

Back 462

True

Front 463

Campaign Automatic association does what?

Back 463

Associates influential campaigns to opportunities when the campaign is related to a contact role on an opportunity prior to the opportunity close date.

Front 464

Campaign Influence Time Frame is what?

Back 464

is the maximum number of days between the campaign first associated date and opportunity created date.

Front 465

If you do not want to specify a campaign influence time frame, leave the Campaign Influence Time Frame field blank

Back 465

True!

Front 466

You can't delete a queue if it's in an assignment rule or has records in it.

Back 466

True.

Front 467

Where is Queue located?

Back 467

Admin Setup I Manager Users I Queue

Front 468

What do Queues do?

Back 468

Help you manage your Leads, Cases, Service Contracts, and custom objects.

Front 469

How are records placed in a Queue?

Back 469

Manually
Or
Automatic Case/Lead Assignment Rule

Front 470

Records remain in queue until?

Back 470

Any Queue member or User above them in the role hierarchy take ownership of the records in a queue.

Front 471

When you create a queue, Salesforce automatically creates a corresponding list view.

Back 471

True.

Front 472

Describe how to use Lead Queues to manage Leads.

Back 472

• Use lead queues to manage
lead distribution
• Create queues for different
teams and assign different
reps as members of each
queue
• Queue members can take
ownership of leads that are
in queues of which they are
a member

Front 473

If the sharing model for all objects in the Queue is Public Read/Write/Transfer, you do not need to assign users to the queue, as all users already have access to the records for those objects.

Back 473

True.

Front 474

across object formula fields what are they?

Back 474

from your formula you can reference any object above you (master-detail or lookup relationship)

Front 475

Can you send multiple users a process for approval?

Back 475

Yes. You can add row within the area "Automatically Send to Approvers"

Front 476

How many Lead assignment rules can you have active?

Back 476

Only 1! But you can have up to 3000 entries.

Front 477

Assignment Rules can be used for what objects?

Back 477

Leads & Cases

Front 478

If your Criteria is custom field and it is deleted - what would happen to the assignment rule?

Back 478

Assignment rule is automatically deleted.

Front 479

Users listed in an assignment rule have to have what permission on the Lead object?

Back 479

Read. Users assigned to a rule canNOT be reassigned to a profile that does not have the "Read" permission on Leads/Cases.

Front 480

To create an error-proof rule, always create the last rule entry with no criteria.

Back 480

TRUE. This rule entry will catch any leads or cases that the previous rule entries did not assign.

Front 481

List the order SF processes all rules:

Back 481

1- Validation rules
2- Assignment rules
3- Auto-response rules
4- Workflow rules (with immediate actions)
5- Escalation rules

Front 482

Workflow field updates that run based on an approval process or time-dependent action do not trigger any rules.

Back 482

True

Front 483

Note: that auto-number fields are text fields and must be converted to a number for numeric calculations.

Back 483

True

Front 484

What are Public Solutions?

Back 484

Public solutions allow your customers to view your Published salesforce.com Solutions on your company's website

Front 485

What is the maximum number of cases you can capture in PE EE UE DE?

Back 485

5,000 cases per day. If your company generates more submit request to salesforce

Front 486

Who owns Cases generated by Web-to-Case?

Back 486

Assignment rules
Queues
*any case that does not match the criteria are assigned to Default Owner specified in Support Settings

Front 487

How do I specify which info to capture?

Back 487

When you generate the HTML you can choose which standard or custom case fields you want to gather info.

Front 488

can you capture Cases from multiple websites?

Back 488

Yes

Front 489

What is a Case?

Back 489

A Case is a description of a customer's feedback, problem, or question.

Front 490

Org-Wide Defaults give you what?

Back 490

A baseline level of access for each object and enable you to extend that level of access using hierarchies or sharing rules.

Front 491

If you want your users to only see the Leads they own what would you set the org-wide defaults to?

Back 491

Private

Front 492

Sharing Rules are?

Back 492

Sharing rules represent the exceptions to your org-wide default settings

Front 493

Why would manual sharing be used?

Back 493

To give read and edit permissions to users who would not have access any other way.

Front 494

Override Sharing Settings for specific objects - you can use what permissions

Back 494

Using a Custom Profile you can use "View All" or Modify All"
** the “View All Data” and “Modify All Data” permissions override sharing settings for all objects**

Front 495

What is the Data Loader?

Back 495

It is a client application for the bulk import or export of data.
-Insert
-Update
-Delete
-Export

Front 496

If commas are not appropriate for your locale, use a tab or other delimiter

Back 496

True

Front 497

What are the 2 ways to use the Data Loader?

Back 497

User Interface
or
Automated batch processes

Front 498

Data Loader can support up to how many records?

Back 498

5 million records

Front 499

In previous versions, the Data Loader has been known as the “AppExchange Data Loader“ and the “Sforce Data Loader.”

Back 499

True

Front 500

What version of Windows is suggested to use for the Data Loader?

Back 500

Windows 7

Front 501

When should you use the Data Loader?

Back 501

• When you need to load 50,000 to 5 million records
• You need to load into an object that is not yet supported by web-based importing.
• You want to schedule regular data loads, such as nightly imports.
• You want to export your data for backup purposes.

Front 502

When should you use Web-based importing?

Back 502

• You are loading less than 50,000 records.
• The object you need to import is supported by the web-based import wizards.
• You want to prevent duplicates by uploading records according to account name and site, contact email address, or lead
email address.

Front 503

Do Not install multiple copies of the same Data Loader version

Back 503

True

Front 504

What do you need to do on the Data Loader to utilize Assignment Rules?

Back 504

Specify the ID of the assignment rule to use for Inserts, Updates, or Upserts for Cases and Leads objects.

Hint 504

*can use for Accounts if Territory Assignment rules are being used*

***Assignment Rule overrides Owner values in the csv***

Front 505

What is an External ID?

Back 505

Is a custom field that contains a unique record identifiers from a system outside of Salesforce.

Front 506

What happens when you use the External ID feature when completing an Import?

Back 506

It prevents duplication.

Front 507

Is the External ID case sensitive?

Back 507

No.

Front 508

Can the Import Wizards change the ownership of existing contacts and accounts?

Back 508

No. For org imports the wizard tries to merge existing data that matches but it will never change the record ownership - regardless of the Record Owner value you have in your import.

Front 509

What Import wizards are available?

Back 509

Contacts
Accounts
Leads
Solutions
Custom Objects

Front 510

Asynchronous mode is how import files are accepted, how does this process work?

Back 510

The file passes through a controlled queue and will be imported when the system can best manage the data (no longer than 24 hrs)

Front 511

Import Queue shows what?

Back 511

All the unprocessed files you have submitted using import wizards.

Front 512

Import Queue:
Where is it located?
And what info does it give you?

Back 512

Setup I Data Management I Import Queue
- when it was submitted
-status
-processing time estimate

Front 513

What do you Objects have import wizards?

Back 513

Account & Contacts
Leads
Solutions
Custom Objects

Front 514

Import My Contacts is available to whom?

Back 514

All Users

Front 515

Who has access Import My Org Data Wizards?

Back 515

-Only Admin
-Users with Granted Permissions

Front 516

If importing all data for org what column "field" do you need to include?

Back 516

Record Owner

Front 517

What does the asynchronous import mode do?

Back 517

It is a controlled queue by salesforce that will import org data within 24 hrs

Front 518

Admins can use the Import Queue to:

Back 518

-View unprocessed files, status, processing time
-Cancel import file

Front 519

Which edition does not have the Import Queue?

Back 519

Personal Edition

Front 520

Import "My Contacts" record limit is?

Back 520

500 records

Front 521

What are the steps for Importing?

Back 521

1-Compare data (verify fields are matching
2-Export
3-Review
4-Import

Front 522

My Org's Data Import record limit?

Back 522

50,000 limit record

Front 523

T or F: Users can obtain their security token by changing their password or resetting their security token via SF UI?

Back 523

True.

Front 524

If a user resets their password what else is automatically reset?

Back 524

Security token

Front 525

Partner and Customer portals are exempt from what on the security login features?

Back 525

They do NOT have to activate their computers

Front 526

What is the process for the security feature on the API?

Back 526

when client application invokes the login call it passes in a username & password it then returns a "sessionID"

Front 527

If single sign-on is enabled, API and desktop client users CAN NOT login in unless?

Back 527

IP address in included in list of trusted IP addresses or on their profile

Front 528

Each time a user is prompted to click the Send Activation Link button counts towards what?

Back 528

the number of times a user can attempt to log in

Front 529

Each time a user incorrectly adds security token to end of password to log into API or client counts towards what?

Back 529

# of log in attempts

Front 530

When setting user log in hours what is the time zone used?

Back 530

Company's Default time zone

Front 531

If a user logs in before the restricted hours what happens?

Back 531

the system ends the user's session when the restricted hours begin.

Front 532

If you the standard SF fiscal years to a custom fiscal year for the company what are all the 3 major components in the sales process that are affected?

Back 532

- Opportunity Pipeline
- Quarterly Forecast Summary
- Quota vs Actual

Front 533

Each time a user is prompted to click the Send Activation Link button counts towards what?

Back 533

the number of times a user can attempt to log in

Front 534

Each time a user incorrectly adds security token to end of password to log into API or client counts towards what?

Back 534

# of log in attempts

Front 535

When setting user log in hours what is the time zone used?

Back 535

Company's Default time zone

Front 536

If a user logs in before the restricted hours what happens?

Back 536

the system ends the user's session when the restricted hours begin.

Front 537

If you the standard SF fiscal years to a custom fiscal year for the company what are all the 3 major components in the sales process that are affected?

Back 537

- Opportunity Pipeline
- Quarterly Forecast Summary
- Quota vs Actual

Front 538

If you create a custom fiscal year - what should you generate on a weekly basis?

Back 538

Export Data
*changing fiscal year will cause fiscal periods to shift*

Front 539

T or F: Custom fiscal years can NOT be disabled once enabled.

Back 539

True.

Front 540

What else is affected by custom fiscal years?

Back 540

-Reports
-Forecast
-Quotas
-Any date sensitive material

Front 541

What are the 4 different types of email templates you can create?

Back 541

Text
HTML w/Letterhead
Custom HTML
Visualforce

Front 542

T or F: Email templates can include text, merge fields, and attached files.

Back 542

True

Front 543

Can you use email templates when you send an email from Activity History related list of a record?

Back 543

Yes! And when you send "Mass Email"

Front 544

T or F: You cannot send a mass email using a Visualforce email template

Back 544

TRUE! the merge fields "Receiving_User.field_name" and "Sending_User.field name are Not available on VF

Front 545

The maximum size of a Visualforce email template is 1 MB.

Back 545

TRUE

Front 546

Visualforce uses tag-based language and can do what?

Back 546

-Create custom UI
-Create custom UI that replace SF styles
-Build wizards and navigation patterns

Front 547

Package dependencies are created when one component references another?

Back 547

-Component
-Permission
-Preference
that is required in order for component to be true.

Front 548

Give some examples of package dependencies:

Back 548

- Org dependencies e.g. multi-currency or campaigns
-Component specific e.g. Record Types or Divisions
-Reference to Standard Objects & Custom OR fields

Front 549

When creating Record Types for Leads, Opportunities, Cases, or Solutions what must you chose?

Back 549

Must select a business process.

Front 550

Which picklist fields are NOT available for Record Types?

Back 550

-Lead Status
-Opportunity Stage
-Case Status
-Solution Status

Front 551

What Campaign Member picklists are NOT available for Record Types?

Back 551

-Status
-Salutation
-Lead Source

Front 552

What is a Record Type?

Back 552

Record types let you offer different business processes, picklist values, and page layouts to different users based on their profiles.

Front 553

Why use Record Types?

Back 553

-Opportunities to differentiate your regular sales deals from your service engagements and offer different picklists values for each
-For Cases to display different page layouts for Customer Support vs. Bill Support

Front 554

What is a Person Account Record type?

Back 554

It has Contact fields on the Account and Accounts can be used like Contacts

Front 555

T or F: A default person account record type is created when person accounts are enabled for the org?

Back 555

True. You can change name of this Record Type and can create more person acct record types

Front 556

You can NOT deactivate a record type if it is in use by an email routing address for "Email-to-Case" or "On Demand Email-to-Case"

Back 556

True

Front 557

You can NOT deactivate a record type if it is in use by an email routing address for "Email-to-Case" or "On Demand Email-to-Case"

Back 557

True

Front 558

Dashboard Limits:

Back 558

■Each dashboard can have up to 20 components.
■A dashboard table or chart can display up to 20 photos.
■You must wait at least one minute between dashboard refreshes.

Front 559

Report Type Limits

Back 559

■A custom report type can contain up to 60 object references.
■You can add up to 1000 fields to each custom report type.

Front 560

If the opportunity owner is not part of the new territory, he or she is added as an inactive member of the territory - T or F?

Back 560

True

Front 561

Opportunities that you create are automatically assigned a territory when you meet both of the following conditions:

Back 561

◦You belong to or have edit privileges on the same territory as the account on the opportunity.
◦You have no other territories in common with that account.

Front 562

Accounts, opportunities, and users have territory fields. Accounts and users can be associated with multiple territories. An opportunity can be associated with only one territory.

Back 562

**

Front 563

-A territory is a flexible collection of accounts and users where the users have at least read access to the accounts, regardless of who owns the account.

Back 563

**

Front 564

Besides selecting a email alert when setting up export schedule - what other items should you define?

Back 564

-Frequency
-Start & End dates
-Time of day

Front 565

What 2 fields are always excluded from a export file?

Back 565

Formula and roll-up summary fields are always excluded from exports.

Front 566

After you submit your request to export your data then you can access the zip file from the email notification or the Data Export link under SetUp I Data Management I Data Export - but what is the time frame alloted to retrieve the file?

Back 566

48 hours

Front 567

For security purposes SF may request a user to pass what kind of test before allowing access?

Back 567

A verification test. To pass the test, users must type the two words displayed on the overlay into the overlay’s text box field and click the Submit button. (Note that the words entered into the text box field must be separated by a space)

Front 568

What does CAPTCHA stand for?

Back 568

Completely Automated Public Turing Test To Tell Computers and Humans Apart

Front 569

T or F: If your dashboard data does not refresh after 10 minutes, the refresh automatically stops.

Back 569

True - if this happens click refresh again

Front 570

If a user selects to "refresh" a dashboard and then another user does the same - what happens?

Back 570

Additional refreshes submitted during a refresh and up to 1 minute after the completion of a refresh are Ignored. Users will view current data

Front 571

What editions can schedule dashboard refreshes?

Back 571

EE and UE

Front 572

What user permission do you need to delete a dashboard schedule?

Back 572

"Modify All Data"

Front 573

What are the time frame options to schedule a dashboard?

Back 573

-Daily
-Weekly
-Monthly
and more options display will allow refine frequency criteria

Front 574

To delete a scheduled dashboard refresh:

Back 574

1. Select the dashboard that has a scheduled refresh you want to delete from the View Dashboard drop-down list on the Dashboards tab
2. Click "Refresh and choose Schedule Refresh"... from the drop-down button.
3. Click Delete.
The scheduled refresh is permanently deleted and not sent to the Recycle Bin.

Front 575

Where is All Scheduled Jobs located?

Back 575

Setup | Monitoring | Scheduled Jobs
*Optionally, users with the “Schedule Dashboards” and “View Setup and Configuration” permissions can view all the dashboards scheduled to refresh for your organization on the All Scheduled Jobs page.

Front 576

You can perform the following actions on the All Scheduled Jobs page next to a specific dashboard refresh:

Back 576

▪ Click Edit to update the notification and frequency settings of all instances of the scheduled dashboard refresh.
▪ Click Del to permanently delete all instances of the scheduled dashboard refresh.

Front 577

What are the limits for a Scheduled Dashboards?

Back 577

Limit of 200. UE can schedule up to 2 dashboard refreshes/hour per day. EE can schedule 1 dashboard refresh/hour per day

Front 578

Dashboards refresh according to the time zone of the user who schedules the refresh.

Back 578

True

Front 579

If you select a dashboard to refresh at 2 pm - when will it refresh?

Back 579

Within an hour

Front 580

T or F: Dashboards will not refresh as scheduled if the user in the Running User field does not have access to the folder in which the dashboard is stored.

Back 580

True

Front 581

In an HTML-formatted dashboard refresh notification (email sent to dashboard users) when users click the name of the dashboard it directs them to where?

Back 581

SF and user can sign in to view dashboard

Front 582

T or F: Other users can NOT access dashboards in your personal folders?

Back 582

True

Front 583

To send a dashboard refresh notification to other users - where must the dashboard be located and is access needed?

Back 583

Dashboards must be in a public folder with access granted to others

Front 584

Where does a user need to click on a table or metricdashboard component to view the report?

Back 584

the 1st column

Front 585

Must a user be logged into SF to view the report a dashboard represents?

Back 585

Yes user must log in

Front 586

After users receive dashboard refresh notifications in their email clients, they view the notifications when the email clients are not connected to the Intern

Back 586

True

Front 587

Note: If you remove the “Read” permission from a profile, users with that profile will not see that type of data anywhere, including:

Back 587

▪ Tab will not be visible
▪ Fields of that type will not be visible on other tabs
▪ Related lists of that type will not be visible on other tabs
▪ Search results will not return records of that type
▪ Report data for records of that type will not be available
▪ Merge fields of that type will not be available
▪ Custom links of that type will not be visible

Front 588

What is the exception of the "Read" permission?

Back 588

The only exception is within the setup area. For example, a user who does not have the “Read” permission on contacts will still be able to create custom apps that include the Contacts tab. However, user will not be able to view the Contacts tab when selecting the custom app that contains it.

Front 589

Where does a user need to click on a table or metric dashboard component to view the report?

Back 589

the 1st column

Front 590

Must a user be logged into SF to view the report a dashboard represents?

Back 590

Yes user must log in

Front 591

After users receive dashboard refresh notifications in their email clients, they view the notifications when the email clients are not connected to the Intern

Back 591

True

Front 592

Note: If you remove the “Read” permission from a profile, users with that profile will not see that type of data anywhere, including:

Back 592

▪ Tab will not be visible
▪ Fields of that type will not be visible on other tabs
▪ Related lists of that type will not be visible on other tabs
▪ Search results will not return records of that type
▪ Report data for records of that type will not be available
▪ Merge fields of that type will not be available
▪ Custom links of that type will not be visible

Front 593

What is the exception of the "Read" permission?

Back 593

The only exception is within the setup area. For example, a user who does not have the “Read” permission on contacts will still be able to create custom apps that include the Contacts tab. That user will not be able to view
the Contacts tab when selecting the custom app that contains it.

Front 594

You define Custom Report Types by:

Back 594

-Objects
-Objects relationship
-Fields

Front 595

T or F: In Report Types - All objects display in the Primary Object drop-down list including those you do not have permission to view.

Back 595

True. So you can build report types for other users.

Front 596

T or F: The primary object you choose determines the views available to users creating or running reports from your custom report type.

Back 596

True

Front 597

After you save a custom report type, you cannot change the primary object associated with it.

Back 597

True, if you want to change the primary object you must define a new custom report type

Front 598

When you create a Custom Report Type you can select the Category to store it in - what is this?

Back 598

Categories are the Objects listed, such as:
Accounts & Contacts
Opportunities
Leads
etc...

Front 599

T or F: If the primary object on a custom report type is a custom object, and the custom object is deleted, then the custom report type and any reports created from it will automatically be deleted.

Back 599

True

Front 600

Note: Custom report types associated with custom objects in the Deleted Custom Objects list count against the maximum number of custom report types you can create.

Back 600

True

Front 601

If a Custom Object's status changes from "Deployed" to "In Development" - how does this affect a Custom Report Types that includes this **Primary**Object?

Back 601

If the Primary Object in a custom report type changes it's status to "In Development" the Report Type will change to In Development too

Front 602

Updating Campaign History is available in what editions?

Back 602

EE and Above
*PE has additional cost

Front 603

Note: The Campaign History Related list does not retain the previous "Status" for any campaign nor does it include any campaign that you don’t have access to view via sharing settings.

Back 603

**

Front 604

Who has access to campaigns?

Back 604

Depending on your sharing settings, users in your organization can view campaigns, view the advanced campaign setup, or run campaign reports.

Front 605

Only designated Marketing Users with the appropriate user permissions can create, edit, and delete campaigns and configure advanced campaign setup

Back 605

True. administrator must select the Marketing User checkbox on a user’s personal information to designate that user as a Marketing User.
Marketing Users can import leads and use the campaign import wizards if they also have the Marketing User Profile.

Front 606

Can I use mass email for my email campaigns?

Back 606

Mass email is designed for small-scale sales and support mailings, not for marketing purposes. We recommend
that you use a third-party email-execution vendor to send emails for marketing campaigns.

Front 607

How can I track which opportunities resulted from campaigns?

Back 607

Campaign Revenue Report (shows Opportunities associated with a campaign and it stage)
Or
Campaigns with Influenced Opportunities

Front 608

The campaign detail includes campaign statistic fields, which are updated automatically and include values from all associated records regardless of whether you have read access to those records.

Back 608

True. If you have campaign hierarchies enabled, the Campaign Hierarchy related list contains aggregate statistics for a parent campaign and all the campaigns below it in the campaign hierarchy

Front 609

When you delete a case what else is deleted?

Back 609

All related:
-Events and Tasks
-Case Comments
-Attachments
*The deleted case is moved to the Recycle Bin. If you undelete the case, any related items are also restored.*

Front 610

What is NOT deleted when you delete a Case?

Back 610

Associated:
-Contacts
-Accounts
-Solutions

Front 611

Note: If you delete an event, task, case comment, or attachment from a case and then delete the case, the event, task, case comment, or attachment cannot be restored via undelete.

Back 611

True

Front 612

What is the Automated Case User used for?

Back 612

The Automated Case User is the user who will be listed in the Case History for all automated case actions in Salesforce.

Front 613

The Automatic Case User will be listed on the case history for all actions defined including these 3 areas:

Back 613

▪ Assignment rules
▪ Escalated
▪ Created online via Web-to-Case

Front 614

To change Automatic case user go to?

Back 614

Cases I Support Settings

Front 615

Once your solutions are categorized, WHERE you can browse for and find solutions by category?

Back 615

-Solutions tab
or
-Solving a Case

Front 616

T or F: Administrators, and users with the “Manage Categories” permission, can categorize solutions prior to enabling
solution categories for the entire organization

Back 616

True

Front 617

Solution Category Related List is not visible unless...?

Back 617

Administrator has defined and enabled categories

Front 618

SF recommend that you limit the number of categories to which a solution belongs. Why?

Back 618

If you put solutions into only the most relevant categories, they will be easier for users and customers to find.

Front 619

Note: You can create a custom report on solution categories. However, solution category information is not available in list views.

Back 619

True. No list views for Categories!
But when selecting a category for a Solution you can alternate the layout of the Categories from:
Horizontal View
or
Vertical View

Front 620

When creating a Tab you can "Create your Own Style" you can select an image - what are the image size limits and where do you need to store them?

Back 620

Less than 20KB and have the Externally Available checkbox selected in the document property settings
**If the document used for the icon is later deleted, Salesforce CRM replaces it with a default multicolor block icon**

Front 621

EE UE and DE have the option for a new tab as Default On, Default Off, Tab Hidden. There is only one option for PE what is it?

Back 621

Default On

Front 622

If you select the Default On/Off option for a new Tab then where else do you need to add the view of the object?

Back 622

Add to the "Create New" drop-down list for the Sidebar or remove it

Front 623

Note: If "Multiday Events" are enabled for your organization, you can create events that last up to 14 days.

Back 623

True

Front 624

What language does Spell Check not support?

Back 624

double-byte languages, such as Japanese

Front 625

Note: Each occurrence in a series of recurring events can’t last longer than 24 hours.

Back 625

**Once you’ve created the recurring event series, you can extend the length of individual occurrences beyond 24 hours IF "multiday events" are enabled.**

Front 626

Events: Depending on the type of series you’re creating, the maximum number of occurrences is as follows:

Back 626

• Daily: 100
• Weekly: 53
• Monthly: 60
• Yearly: 10

Front 627

What does the Attendee URL field in Events do?

Back 627

Link used to attend an online meeting. This field is for online meetings only.

Front 628

the Event Record Type field in Events does what and is available in what editions?

Back 628

Name of the field that determines what picklist values are available for the record. Available in Enterprise, Unlimited, and Developer Editions

Front 629

You can use the Send Notification Email checkbox to specify whether or not to send a notification email to the task’s assignee when you save a task. What is a new feature included in this area?

Back 629

To save the current state of the checkbox as your personal default, select "Make this the default setting".

Front 630

System administrators have four options to choose from for the organization-wide default sharing rule for calendar access:
**Note: By default, this setting is set to “Hide Details and Add Events.”

Back 630

1. Hide Details – Others can see whether the user is available at given times, but cannot see any other information about the nature of events in the user’s calendar.
2. Hide Details and Add Events – In addition to the sharing levels set by Hide Details, users can insert events in other users’ calendars.
3. Show Details – Users can see detailed information about events in other users’ calendars.
4. Show Details and Add Events – In addition to the sharing levels set by Show Details, users can insert
events in other users’ calendars.

You can change settings: Security Controls I Sharing Rules

Hint 630

To change this setting:
1. Click Setup | Administration | Security Controls | Sharing Rules | Edit.
2. Select the appropriate drop-down value for “Default Calendar Access.”

Front 631

How many fields can you have in a List View?

Back 631

15

Front 632

T or F: You can select a long text area field, up to 255 characters are displayed in the list view.

Back 632

True

Front 633

What is not available in the Personal Edition regarding List Views?

Back 633

You can NOT manage visibility

Front 634

To see a list view, users must also have the appropriate “Read” permission on the type of records within the list view.

Back 634

True

Front 635

EE, UE & DE users can specify a public group, role, or role & subordinates to see the custom view

Back 635

True

Front 636

Note: List views are visible to your customers in the Salesforce CRM customer portal if the Visible to all users radio button is selected for views on objects assigned to customer portal users’ profiles.

Back 636

*Make sure NOT to select Visible to ALL if using the Customer Portal*
Unless you want your portal customers to see the list view

Front 637

When implementing a customer portal, create custom views that contain only relevant information for customer portal users and then make those views visible to customer portal users by sharing them with the All Customer Portal Users group or a selected set of portal groups and roles.

Back 637

**

Front 638

T or F: You can rename an existing list view and click Save As to save the criteria of the list view without altering the original view.

Back 638

True

Front 639

Note: The information you see in list views is only the data to which you have access— records you own or have read or read/write access to, records that have been shared with you, or records owned by or shared with users in roles below you in the role hierarchy.

Back 639

**

Front 640

T or F:Archived activities are
not included in activity list views.

Back 640

True

Front 641

Note: The special picklists you can view are only those that are visible in your page layout and field-level security settings.

Back 641

** (Field-level security is available only in Enterprise, Unlimited, and Developer Editions.)

Front 642

You must meet the following prerequisites before enabling territory management:
*SF has to enable*

Back 642

▪ Your organization must be using customizable forecasting.
▪ Follow the steps in the Deploying Territory Management Guide to prepare your organization for territory management.

Front 643

What is Salesforce CRM for Google AdWords?

Back 643

Salesforce CRM for Google AdWords connects Salesforce CRM with Google AdWords, allowing you to track the effectiveness of your online advertising investments.

Front 644

With Salesforce CRM for Google AdWords, you can:

Back 644

▪ A lead generation tool
▪ Correlate clicks on Google advertisements
▪ Track the results of Google AdWords campaigns
▪ Analyze which keywords & ads are generating leads & sales opportunities
▪ Measure effectiveness using the Google AdWords dashboard and intelligently optimize your AdWords campaigns Creating and Modifying Presentations

Front 645

Creating and Modifying Presentations in SF Content to create presentations you need what permissions?

Back 645

-Manage Workspaces
-Add Content

Front 646

SF Content: You can create a custom MS PowerPoint presentation by searching for & previewing slides, then easily assembling them in whatever sequence you choose using a simple drag-and-drop assembly tool.

Back 646

True

Front 647

Note: Working with presentations requires Adobe Flash® Player, version 9.0.11.5 or higher. If you do not have Flash installed, SF provides a link to Adobe’s website where you can download Flash for free.

Back 647

**If you do not have Flash installed, SF provides a link to Adobe’s website where you can download Flash for free.

Front 648

T or F: Custom fields can ONLY be changed if they are NOT universally required fields?

Back 648

True. Remember that Standard fields created by SF can NOT be changed.

Front 649

Are Auto-number fields ALWAYS read only?

Back 649

Yes. The automatically assign a unique number for the record.

Front 650

Who can edit a read only field?

Back 650

-Sys Admin
or
User with "Edit Read Only Fields" permission

Front 651

In Personal, Contact Manager, Group, and Professional Editions, page layouts control which fields users can access in related lists, list views, reports, Connect Offline, email and mail merge templates, custom links, and when synchronizing data?

Back 651

True.

Front 652

How is field access managed in Enterprise, Unlimited and Developer Editions?

Back 652

By field-level security. Field-level security settings override any field properties you set on the page layout if the field-level security is more restrictive than the page layout setting.

Front 653

In the org-wide import wizards for accounts, contacts, and leads admins can import into any field - what about other individual users?

Back 653

Individual users can import only into the fields that are accessible to them via their page layout or field-level security settings

Front 654

T or F: Universally required fields are required across all record types.

Back 654

true

Front 655

Note: You must specify a default value for Required campaign member Custom fields.

Back 655

**

Front 656

If you make a user field universally required, you must specify a default value for that field.

Back 656

True.

Front 657

Standard fields cannot be universally required.

Back 657

Correct ONLY custom but you can make these custom fields universally required:
• Currency
• Date
• Date/Time
• Email
• Master-Detail Relationship (always required)
• Number
• Percent
• Phone
• Text
• Text Area
• URL

Front 658

T or F: You can select which universally required fields you'd like to appear on different/multiple record types.

Back 658

FALSE! Universally required fields are required across ALL record types.

Front 659

T or F: Edit pages always display universally required fields, regardless of field-level security.

Back 659

True

Front 660

When designing your page layouts, universally required fields:

Back 660

- CANNOT BE REMOVED from PAGE LAYOUT
- Are automatically added to the end of the first section of a page layout if not already on it
- CANNOT BE READ ONLY or OPTIONAL
- Display in bold, indicating they are always visible
- Are disabled on the field properties page because you cannot remove the required setting

Front 661

During Lead conversion when are universally required fields enforced?

Back 661

They are enforced if validation and triggers for lead conversion are enabled

Front 662

Are Universally required fields enforced during "Quick Create"?

Back 662

No

Front 663

T or F: You must include universally required fields in your import files or the import will fail.

Back 663

True

Front 664

Which field is this? This type of relationship links two objects together, but it has no effect on deletion, record ownership, or security, and not required in the page layout

Back 664

Look-up relationship

Front 665

What type of relationship is this: When a master record is deleted, the related detail and subdetail records are also deleted.

Back 665

Master-detail

Front 666

Name this relationship: The Owner field on the detail and subdetail records is not available and is automatically set to the owner of the master
record.

Back 666

Master-detail

Front 667

Which relationship is this: Custom objects on the “detail” side of a master-detail relationship cannot have sharing rules, manual sharing,
or queues, as these require the Owner field.

Back 667

Master-detail

Front 668

Name this field:
-Security settings for the master record control the detail and subdetail records
-Field is required on the Page layout and the subdetail records
-Object can be a standard object, e.g. Account or Opportunity or a Custom Object

Back 668

Master-detail relationship

Front 669

Tip: If you have a custom object called “Expenses” and you want each expense record deleted along with its associated opportunity record, create a master-detail relationship on the “Expenses” custom object with Opportunity as the master object.

Back 669

**remember this**

Front 670

Note: Lookup relationships from objects related to the campaign member object are not supported, however, you can create lookup relationships from the campaign member object related to other objects.

Back 670

Object -> Campaign Member Object = Not Supported!!
Campaign Member Object -> Object = SUPPORTED!

Front 671

Which relationship does this?
Link an object with itself, custom or standard.

Back 671

Look-up relationship

Front 672

This type of relationship is a special lookup relationship available only for the user object.

Back 672

Hierarchical relationship

Front 673

When creating a hierarchical field in Personal, Contact Manager, Group, and Professional Editions, you can select the Restricted Field checkbox so that only users with what permissions can edit it?

Back 673

"Manage Users" permissions

Front 674

What happens when a user resets their password?

Back 674

Their security toked is also changed and reset.

Front 675

If a user is Locked Out of system, what happens when Admin resets their password?

Back 675

It will Unlock user account

Front 676

What are the required fields when creating a new user?

Back 676

-Last Name
-Alias
-Email
-Username
-Nickname
-Role
-License
-Profile

Front 677

T or F: You can add new leads or contacts using the Update Campaign History Wizard.

Back 677

FALSE!

Front 678

What types of logic are utilized on the SF Platform?

Back 678

-Declarative
-Formula Based
-Procedural

Front 679

If you assign a workflow to more than 1 user - what happens?

Back 679

the Record Owner that triggered the rule becomes the task assignee

Front 680

Workflow tasks assigned to an empty Role are assigned to whom?

Back 680

the person who triggered the rule

Front 681

When an org is at its storage limits what happens?

Back 681

SF will not allow upload

Front 682

What is maximum number of people you can invite to a meeting with Cloud Scheduler?

Back 682

50

Front 683

Which fields can NOT be followed in Chatter?

Back 683

Auto-number
Formula
Roll-up

Front 684

How do you enable Chatter for Mobile devices?

Back 684

By including News Feeds in the Object in mobile configuration data sets

Front 685

What can a Public Chatter group see?

Back 685

Anyone can see group's update but only members can post *Note: Anyone can Join a Public Group*

Front 686

Who is allowed to see what is going on in a Private Chatter group?

Back 686

Only Members *Group Owner adds members*

Front 687

Where and what does Chatter display?

Back 687

Displays on Home Tab can link over into:
Profiles
Records
Chatter Groups
People
Files

Front 688

When you delete an application what else is removed?

Back 688

Associated profiles and config

Front 689

Standard Apps are:

Back 689

Sales
Call Center
Marketing
Community

Front 690

Where can you enter a Case?

Back 690

Sidebar
Case tab
SF Console

Front 691

Cases are associated to a Contact and a Contact is associated to an Account: T or F?

Back 691

True

Front 692

T or F: You can search for Solutions from the Sidebar?

Back 692

False! Only in the below areas:
Solutions tab
Case tab
or
Agent Console

Front 693

How can you collapse the Sidebar?

Back 693

Click on Arrow or Alt-S

Front 694

Case hierarchy allows you to view a number of cases related to a single issue via ???

Back 694

the Parent Case field

Front 695

Child case are indented in the view below parent?

Back 695

Yes

Front 696

What are the 5 steps to Case management?

Back 696

1-Identify and Qualify Customer
2-Capture Case Details
3-Research & Resolve Case
4- Communicate Answers to Customer
5-Close Case

Front 697

Case escalation rules automatically escalate a case when it is not resolved in a certain time period - T or F?

Back 697

True. Can be based on local business hours built in business hours config

Front 698

Cases can be owned by Call Center rep or Queue?

Back 698

True

Front 699

If there is not a correct Contact on the Account you can just add the Case to the Account record?

Back 699

False. Cases - Contacts - Accounts

Front 700

The Internal Case Comments are displayed where?

Back 700

Display on the Case Comment Related List

Front 701

Console top left drop-down can search for customer when creating a case

Back 701

true

Front 702

T or F: Each Solution can belong to more than 1 category?

Back 702

True

Front 703

What is the Solution structure format?

Back 703

-Restate Problem
-Identify the Cause of the problem
-Provide a complete Answer

Front 704

A solution is a detailed description of a resolution to a customer problem. Solutions can only be created about a problem?

Back 704

False. A solution can be feedback, problem, or question

Front 705

Solutions are or can be:

Back 705

-Solutions are a description of a resolution to any inquiry
-Can be categorized for easy & quick access
-Solutions can be in more than 1 category

Front 706

Solutions can be created when a case is Closed?

Back 706

True

Front 707

Console is a tab that combines a list view and related view into 1 screen w/different frames, why?

Back 707

So users have all the info they need when interacting with SF

Front 708

Key Capabilities of the Console:

Back 708

-List views
-Page(detail) view
-Related list (mini view)
-Editing in place (in-line editing)

Front 709

Universally required fields always display on edit pages regardless of field-level security.

Back 709

Correct

Front 710

Home Page Areas?

Back 710

-Salesforce Links: Your Name(My Profile, Set Up, System Log, Logout); Help & Training
-Application Drop down Field
-Message & Alerts
-Create New
-Recent Items (list 10 records most recently viewed)
-Tabs
-Dashboards
-Calendar
-Tasks
-Items to Approve

Front 711

Global Search

Back 711

-located on top of all applications (incl custom apps)
-retrieves records, Chatter feeds, field types(incl custom & long text), people, groups, and files

Front 712

System Log Areas (New version)

Back 712

-Execute Apex code snippet
-Execution Path
-Execution Log
-Source Code
-Analyze Statistics

Front 713

Configure Search Settings for Sidebar or Adv Search Portals (Not Global Search)

Back 713

-Enable "Limit to Items I Own" Search Checkbox
-Enable Document Search
-Enable Search Optimization(Japanese,Chinese or Korean)
-Use Recently Viewed Records for Blank and Auto-Complete Lookups
-Enable Drop-Down List for Portal Sidebar Search
-Enable Single-Search-Result Shortcut for Portal Sidebar and Advanced Search

Front 714

Number of Search Results (Sidebar or Adv Portal) Displayed for each Object?

Back 714

Default (25)
To change highlight selected Objects and Save.

Front 715

T or F: Global Search includes auto-complete and doesn't require a search setting.

Back 715

True

Front 716

Record Types - What picklist fields are NOT available for record types because they're exclusively for sales, lead, support or solution processes?

Back 716

-Opportunity "Stage"
-Lead "Status"
-Case "Status"
-Solution "Status"

Front 717

Person Accounts record types allow contact fields to be available on the account & allow the account to be in many situations as a contact.

Back 717

True

Front 718

Can you delete all the Record Types for an Object if the Object is listed in a APEX script?

Back 718

NO.

Front 719

Can you deactivate a Record Type if it is in use by an email routing address for Email-to-Case or On-Demand Email-to-Case?

Back 719

NO.

Front 720

Record Types for Campaigns do NOT have what fields available?

Back 720

Status
Salutation
Lead Source

Front 721

Sharing rules can NOT extend delete access on a record.

Back 721

True

Front 722

Tip: You can rename a record type without affecting its picklist values or the records
assigned to it.

Back 722

True

Front 723

A leads record type must be associated with what?

Back 723

A lead process - a lead process must be selected before you can create record type.

Front 724

Note: that auto-number fields are actually text fields and must be converted to a number for numeric calculations

Back 724

Remember this! auto-number field is a text field

Front 725

can you choose between record types?

Back 725

yes if you have access to multiple record types.

Front 726

Can users customize their personal settings to always prompt them to select a record type? can they select a default record type?

Back 726

Yes and yes

Front 727

T or F: If you remove a value from the master picklist that is included in a record type, it is no longer a picklist option for new records with that record type. However, existing records assigned to the deleted value still display that value.

Back 727

True

Front 728

T or F: If you add a picklist value to the master picklist, you must also manually include the new value in any record type picklists.

Back 728

True

Front 729

When creating a custom field, if you chose not to add it to field-level security what will be the result of this field?

Back 729

It will be hidden from all profiles

Front 730

Can you delete a Record Type if it is associated to profiles?

Back 730

No.

Front 731

Name the standard objects record type and their business process names:

Back 731

Solutions = Solution Process
Leads = Lead Process
Opportunity = Sales Process
Cases = Support Process

Front 732

Campaign record types do not require a business process?

Back 732

True

Front 733

Deleting campaign member record types updates the Campaign Member Type field on campaign and campaign member records.

Back 733

true

Front 734

What is the key field to identify the dummy records SF has within new orgs.

Back 734

Locate a dummy record (any Account or Contact will do). Find the "Created By" stamp on the Page Layout. Copy the date and time. All dummy data is created at the same time (the time at which the org is created).

Front 735

Note: that any user can view records having any record type, even if the record type is not associated with their profile

Back 735

True

Front 736

Master is the hidden system record type for records that have no record type assigned. You cannot explicitly assign Tip: Master to records, but you can make it the only record type assigned to a profile when no other record types are desired.

Back 736

True

Front 737

What permissions override field-level security settings?

Back 737

Modify All Data
View All Data
View Encrypted Data

Front 738

Describe the 3 ways to set field-level security?

Back 738

1) Customize I Object (Leads) I Fields I Select Field & select Set Field-level security
2) Admin setup I Manage Users I Profiles I Field-level security
3) Admin setup I Security Controls I Field Accessibility

Front 739

How can you modify in Field Accessibility in the Security Control area?

Back 739

-field
-profile
-record type (if applicable)

Front 740

Note: Roll-up summary and formula fields are always read only on detail pages and are NOT AVAILABLE on edit pages.

Back 740

True. They also may be visible to users even though they reference fields your users can’t see.

Front 741

Where would you modify key list, search tab, lookup fields?

Back 741

In the "Search Layout" area of any object

Front 742

Note: These field access settings apply throughout Salesforce CRM. The settings also override any less restrictive field access settings on the page layouts.

Back 742

**

Front 743

Where do you set the fields that display in search results, in lookup dialog search results, and in the key lists on tab home pages?

Back 743

Modify in Search Layout listed under each object

Front 744

Note: Roll-up summary and formula fields are always read only on detail pages and are not available on edit pages. They also may be visible to users even though they reference fields your users can’t see.

Back 744

**

Front 745

Note: Universally required fields always display on edit pages regardless of field-level security.

Back 745

**

Front 746

Note: That you can’t use custom email addresses for mass emails.

Back 746

**

Front 747

Note: Salesforce.com uses the round half UP tie-breaking rule for numbers in formula fields.

Back 747

For example: 12.345 becomes 12.35 and −12.345 becomes −12.34.

Front 748

Note: Salesforce.com uses the round half EVEN tie-breaking rule for currency fields.

Back 748

For example: 23.5 becomes 24, 22.5 becomes 22, −22.5 becomes −22, and −23.5 becomes −24.

Front 749

Note: Editing fields may require changing a large number of records at once. To process these changes efficiently, Salesforce may queue your request and send an email notification when the process has completed.

Back 749

**

Front 750

Note: Although criteria-based sharing rules are based on values in the records and not the record owners, a role or territory hierarchy still allows users higher in the hierarchy to access the records

Back 750

**

Front 751

Note: Text and Text Area are case-sensitive. For example, a criteria-based sharing rule that specifies “Manager” in a text field won't share records with “manager” in the field. To create a rule with several common cases of a word, enter each value separated by a comma.

Back 751

**

Front 752

Creates a relationship between two records so you can associate them with each other

Back 752

Lookup Field

Front 753

A Lookup relationship between users. Allows users to use a Lookup field to associate one user with another that does not directly or indirectly refer to itself.

Back 753

Hierarchy Relationship

Front 754

What is this relationship an example of: Opportunities have a lookup relationship with cases that lets you associate a particular case with an opportunity?

Back 754

Lookup Relationship

Front 755

A lookup relationship creates a field that allows users to click a lookup icon and select what?

Back 755

A record that link to users, standard objects, or custom objects. *On the associated record, you can then display a related list to show all of the records that are linked to it.*

Front 756

A hierarchy relationship creates a field that allows users to click a lookup icon and select what?

Back 756

A user

Front 757

T or F: A lookup relationship has no effect on record deletion or security, and the lookup field is not required in the page layout.

Back 757

True

Front 758

T or F: If a lookup field references a record that is deleted,Salesforce.com sets the lookup field to null, and does not run any Force.com (Apex) triggers, validation rules, workflow rules, or roll-up summary fields.

Back 758

True

Front 759

Note: Lookup relationship fields to campaign members are not available; however, lookup relationship fields from campaign members to other objects are available.

Back 759

**

Front 760

What type of relationship creates a relationship between records where the master record controls certain behaviors of the detail record such as record deletion and security.

Back 760

Master-Detail relationship

Front 761

T or F: Available for custom objects only, although you can create a master-detail relationship field on a custom object that links to a standard object.

Back 761

True.

Front 762

Master-detail relationships can NOT be used with campaign members?

Back 762

True!

Front 763

Note: Salesforce.com uses the round half UP tie-breaking rule for number fields.

Back 763

**

Front 764

Note: Percent field type - If the decimal value is greater than 15, and you add a percent sign to the number what happens?

Back 764

A runtime error occurs

Front 765

Note: Phone Field - If you are using the Service Cloud’s call center, custom phone fields are displayed with the button, allowing click-to-dial functionality. Consequently, SF recommends that you do not use a custom phone field for fax numbers.

Back 765

True

Front 766

What type of field is this: Automatically displays the record count of related records or calculates the sum, minimum, or maximum value of related records

Back 766

Roll-up summary fields

Front 767

How does a Roll-up field have to be related in the master-detail relationship?

Back 767

The records must be directly related to the selected record
and on the DETAIL side of a custom master-detail relationship with the object that contains the roll-up summary field.

Hint 767

For example: a custom Account field called “Total Number of Guests”
displays the number of guest custom object records in the Guests related list for accounts.

Front 768

Text (Encrypted) field includes what and how is it saved?

Back 768

Allows users to enter any combination of letters, numbers, or symbols AND STORED in ENCRYPTED form.

Hint 768

Maximum length is 175 characters
**Must contact SF to enable**

Front 769

URL field

Back 769

Allows users to enter up to 255 characters of any valid website address. When users click on the field, the URL will open in a separate browser window.

Hint 769

Note that only the first 50 characters are displayed on the record detail pages.
OR you can type in display area "Click Here"

Front 770

Do not map custom formula fields to other formula fields or any other type of field.

Back 770

True. It is calculated based on the fields on the original object, and is not a hard-set value that can be passed into another field.

Front 771

Roll-up summary fields are not available for mapping lead fields of converted leads.

Back 771

True.

Front 772

When you map a custom Leads field that is a Number, Percent, Currency it must be to the exact same type of field, i.e. Number, Percent, Currency and what else?

Back 772

Must have the exact same length and decimal places. e.g. Lead currency field has a length of 3 and 2 decimal places MUST MAP to another custom currency field with length of 3 and 2 decimals.

Front 773

What happens a standard lead picklist field is left blank and converted?

Back 773

Field will be mapped to the correlating account, contact, or opportunity field and will reflect the default picklist value for those fields

Front 774

Note: If you change the data type of any custom field used for lead conversion, that lead field mapping will be deleted.

Back 774

**

Front 775

Which standard application terminology can be renamed?

Back 775

Only the following standard tabs and objects can be renamed: Accounts, Assets, Campaigns, Cases, Contacts, Contracts, Documents, Leads, Opportunities, Partners, Price Books, Products, and Solutions.

Front 776

Can you rename Forecast tab?

Back 776

NO!

Front 777

Where will the new tab, object, and field names show up within the application for a renamed object?

Back 777

-All Salesforce CRM pages accessible by your end users
-Personal Setup pages

Both will automatically reflect the new terminology you define

Front 778

Where will renamed application terminology not be renamed?

Back 778

all Administrator Setup pages will continue to use standard Salesforce CRM names even if you change them

Front 779

What impact does renaming standard objects have on the administration of Salesforce CRM?

Back 779

▪ The standard list views on every Salesforce tab will continue to use the standard object names even if you change them. You will need to rename each tab manually.
▪ Titles and descriptions of all standard reports will continue to use the standard object names even if you change them.
▪ Titles and descriptions of all standard email templates will continue to use the standard object names even if you change them.
▪ Any customizations you previously implemented where you used the standard Salesforce terminology will need to be changed manually. This list includes but is not limited to custom fields, page layouts, record types, views, reports, and communication templates.

Front 780

If your organization renames tab and object names, your users will first see a new overview page when they click on our online help links. What help does this provide?

Back 780

The overview page will provide the mapping between SF standard names and your renamed terminology

Front 781

Can you create your own online help and user documentation?

Back 781

Yes. SF will let you point our context-specific help links on each end-user page to your own online help. (Note on Side 3)

Hint 781

Note: This functionality does not apply to context-specific help links within administrator setup pages or to the Help & Training link on the top right of every page.

Front 782

Accessibility Mode

Back 782

Checkbox that enables or disables a user interface mode designed for visually impaired users.

Front 783

How many characters are allowed in the Alias field?

Back 783

8 characters

Front 784

Note: Mass transfers do not trigger workflow rules.

Back 784

**

Front 785

When you "Transfer closed opportunities" what does this do and what will it not transfer?

Back 785

It will transfer Closed Opportunities by the Record Owner but Closed Opportunities by others will NOT change ownership

Front 786

What are the associated items that are transferred on an Account?

Back 786

Contacts (on business accounts only), attachments, notes, open activities, open opportunities owned by the current account owner, and optionally, closed opportunities and open opportunities owned by other users.

Front 787

What are the associated items transferred with Leads?

Back 787

Open activities. **When transferring leads to a queue, open activities are NOT transferred.**

Front 788

When transferring accounts and their related data in PE - DE, all previous access given by manual sharing, sharing rules, or sales teams is removed.

Back 788

True. Any relevant sharing rules are then applied to the data based on the new owners.

Front 789

The "Default Lead Creator" on Web-to-Lead must have what permissions?

Back 789

System Administrator Profile
OR
“Modify All Data” & “Send Email”

Front 790

If you use different email templates for the web leads then you need to have response rules - if no rules apply to the lead what template is sent?

Back 790

Default template

Front 791

If you use different email templates for the web leads then you need to have response rules - if no rules apply to the lead what template is sent?

Back 791

Default template

Front 792

If web leads are associated to a Campaign but Campaign status is NOT included in the web form - what value will the Member Status field reflect?

Back 792

The Default value for the Member Status field
"PLANNED" is the default out of the box by SF

Front 793

If your organization uses the translation workbench or has renamed tabs, select the language for the form labels displayed on your Web-to-Lead form.

Back 793

T or F: The source of your Web-to-Lead form is always in
your personal language.

Hint 793

True

Front 794

Are new Leads are marked as what " "?

Back 794

"Unread" - When does that status change to "Read"?

Hint 794

When a user views or edits the lead

Front 795

Note: The format for date and currency fields captured online is taken from your organization’s default settings, Default Locale and Currency Locale.

Back 795

**

Front 796

If your organization exceeds its daily Web-to-Lead limit what happens?

Back 796

The Default Lead Creator will receive an email from SF alerting them and the additional leads info.
*If your org is generating more than 500 leads a day contact SF to increase lead capture capability.

Front 797

Salesforce runs this field rule before creating records submitted via Web-to-Lead and only creates records that have valid values.

Back 797

Validation rules

Front 798

All universally required fields must have a "?" before a record can be created via Web-to-Lead.

Back 798

A Value

Front 799

To sign up for Data Export Service you must?

Back 799

Contact SF

Front 800

What will a user with "Weekly Data Export" permissions see on the exported csv file?

Back 800

he/she has view access to all data that is exported and can see all custom objects and fields in the Weekly Export Service page
**regardless of what their field access level is**

Front 801

What are the scheduling options for Data Exports?

Back 801

-Manually every 6 days
-Weekly (auto-generated)
-Monthly (auto-generated)

Front 802

"Export Now" option prepares your files for export immediately and is available only if?

Back 802

A week has passed since your last export

Front 803

Can you select a user to be alerted when an export is complete?

Back 803

Yes.

Front 804

Elements included in the Company Profile include?

Back 804

Company Detail Info
Corporate Locale Settings
Data & File Usage and Space
Available User Licenses
Feature Licenses
Manage Currencies
Business Hours & Holidays
My Domain

Front 805

What objects have standard business processes?

Back 805

Leads
Opportunities
Cases
Solutions

Front 806

What do Business processes do?

Back 806

Business Processes have a probability associated to track
progress towards closed/completed records. All processes can be modified by Admins.

Front 807

How many fields (columns) can be displayed on a Customizable Related List?

Back 807

10

Front 808

True or False: A checkbox can be a controlling field in a field dependency?

Back 808

True

Front 809

True or False: You can use a custom lookup field to create a relationship between an opportunity and a contact.

Back 809

True

Front 810

What is required to create a new user?

Back 810

Last Name
Alias
Email
Username (unique & email format)
Community Nickname
Role
License Type
Profile
Locale Settings (time zone, locale, language)

Front 811

What can Delegated Admins do?

Back 811

■Creating and editing users
■Reset passwords
■Creating default sales teams & creating personal groups
■Assigning users to specified profiles
■Logging in as a user who has granted login access to their administrator
■Managing custom objects created by an administrator

Front 812

What are Public Groups?

Back 812

A groups is a collection of individual users, other groups, individual roles, and/or roles with their subordinates.

Hint 812

Sharing between Users, other Public Groups,
Roles and Roles/Subordinates

Front 813

What do Org Wide Defaults do?

Back 813

Your organization-wide default sharing settings give you a baseline level of access for each object and enable you to extend that level of access using hierarchies or sharing rules.

Front 814

What do Sales Teams do?

Back 814

A sales team is a set of users that normally work together on sales opportunities. You can specify the sales team for each opportunity that you own.

Hint 814

A typical sales team might include the account manager, the sales representative, and a pre-sales consultant.

Front 815

What do Account Teams do?

Back 815

An account team is a team of users that work together on an account. For example, an account team may include an executive sponsor, dedicated support representative, or project manager.

Hint 815

Account teams work together on accounts, while sales teams work together on opportunities.

Front 816

What are the Org Wide Default permission options?

Back 816

Public - Read/Write
Public - Read Only
Private

Front 817

When would you choose to build a Public Group?

Back 817

Using a public group when defining a sharing rule makes the rule easier to create and understand in large orgs.

Create a Public Group if you define a sharing rule that encompasses more than 1 or more groups or roles, or any individual.

Hint 817

To simplify the number of sharing rules built or when defining folder or list view access.

Front 818

What does the Role Heirarchy do?

Back 818

Defines different levels of users such that users at higher levels can view and edit information owned by or shared with users beneath them in the role hierarchy

Hint 818

**regardless of the organization-wide sharing model settings**

Front 819

Who can manually share records?

Back 819

Record Owner, Anyone above the Record Owner in Hierarchy & the System Admin

Front 820

How are Folders used?

Back 820

To organize reports, dashboards, communication templates and documents

Front 821

How does a Profile differ from a Role?

Back 821

Profile controls what a user can do with Objects (read, create, edit, delete. The Role controls the level of visibility that users have to the fields on a record.

Front 822

Why utilize Account Teams and Sales Teams?

Back 822

Teams are used for collaboration, sharing, and for reporting purposes.

Front 823

What four actions are performed by Workflow rules?

Back 823

- New Task
- New Email Alert
- New Field Update
- New Outbound Message

Front 824

Why are sharing rules used?

Back 824

To open up access to records beyond the Org Wide Defaults

Front 825

What do Sharing Rules do?

Back 825

Creates a lateral sharing access for co-workers across the organization.

Hint 825

Allow an administrator to specify that all information created by users within a given group or role is automatically shared to the members of another group or role.

Front 826

When you define a Data Validation Rule, what must you also
define?

Back 826

The error message and its location

Front 827

Dashboard components can consist of:

Back 827

Chart
Table
Metric
Gauge

Front 828

Solutions are associated to solution categories. Can an end User
manage solutions and solution categories?

Back 828

Not unless they have the Solution
Manager Profile

Front 829

Custom Objects can include?

Back 829

Master/Detail or Lookup to Parent Object records
Sharing Rules
Field History Tracking
Used in Approval Processes
Custom Tab
Custom Object Permissions
Queues

Front 830

T or F:Validation formulas can't reference merge fields for auto number or compound address fields like Mailing Address.

Back 830

True. However, merge fields for individual address fields, such as Billing City, can be used in validation formulas.

Front 831

You cannot track revenue gain or loss based on currency fluctuations.

Back 831

True

Front 832

When you change a conversion rates what fields will need to be recalculated?

Back 832

SF will complete a mass recalculation of roll-up summary fields

Front 833

Validation rules and lookup filters achieve similar ends, but offer different advantages. Use a lookup filter if:

Back 833

■Limit the number of available options in a lookup
■Automate filters on lookup dialog (users manually set)

Front 834

Use a validation rule if:

Back 834

■You're close to the maximum number of lookup filters allowed.
■You must implement a complex business rule that requires you to use a formula. Formulas can reference fields that basic filter criteria can't reference, such as fields on the parent of the source object. Formulas can also use functions. For example, use ISNEW if the rule should only apply on record creation, or ISCHANGED if the rule should apply when a field changes.

Front 835

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, or from another object if a lookup relationship to that object exists on the current object.

Back 835

True

Front 836

Field updates occur before email alerts, tasks, and outbound messages.

Back 836

Yes

Front 837

Note: If you have not installed a licensed managed package, the Publisher, Status, Allowed Licenses, Used Licenses, and Expiration Date fields do not appear.

Back 837

**

Front 838

What is File Storage vs. Data Storage?

Back 838

File Storage =
Attachments
Documents
Content objects

Data Storage = everything else

Front 839

Name all of the salesforce.com standard objects (18)

Back 839

Accounts, Activities, Assets, Campaigns, Cases, Contacts, Contracts, Dashboards, Documents, Forecasts, Leads, Opportunities, Opportunity Products, Pricebooks, Products, Reports, Solutions, Users, Console, Chatter

Front 840

What are the standard salesforce.com Applications?

Back 840

Sales, Call Center, Marketing, and Community

Front 841

Can you have multiple record types in a batch import of data using the Import Wizard?

Back 841

No, only 1 record type

Front 842

When converting a lead, what values are transferred to the opportunity? (select all that apply)
1) Amount = Lead Amount
2) Close Date = Today
3) Close Date = Last day in fiscal quarter
4) Stage = First stage in list

Back 842

Close Date = Last day in fiscal quarter
Stage = First stage in list

Front 843

What step is not part of creating a custom application? (select one)
1) Selecting tabs
2) Adding a logo
3) Selecting profiles
4) Creating a custom object

Back 843

Creating a custom object

Front 844

When transferring an account from one user to another, which of the following options are selectable? (select all that apply)
1) Transfer closed cases
2) Transfer closed opportunities
3) Transfer open activities
4) Transfer closed activities

Back 844

Transfer closed cases
Transfer closed opportunities

Front 845

What data types can you use for an External ID?

Back 845

Text
Email
Number

Front 846

Which of the following statements are true concerning email activation?
1) The email activation feature requires that the user click an activation link before logging onto a new computer.
2) The email activation feature cannot be disabled.
3) The email activation feature can be disabled by request to Salesforce.com support.
4) The email activation feature can be disabled through the UI.

Back 846

-The email activation feature can be disabled by request to Salesforce.com support.
**Email activation requires that a user click to verify their email address after it has changed.**
-Disabling this feature requires a request to Salesforce.com support with a list of valid domain names for your company.

Front 847

What data types can you use for an External ID?

Back 847

Text, Number, or Email
*Not case sensitive*

Front 848

What is exceptions to triggering a Data Validation rule?

Back 848

- When you are performing a record merge
- Updates to records based on workflow rules don't trigger validation rules, workflow rules can invalidate previously valid fields

Front 849

What are the available business processes?

Back 849

Sales Process, Support Process, Lead Process, and Solution Process

Front 850

Where does data validation ensure the integrity of data?

Back 850

BEFORE it is loaded into SF then on record

Front 851

What is the unique identifier across salesforce.com for all of its users?

Back 851

Email address and SF ID

Front 852

What are the available business processes?

Back 852

Sales Process, Support Process, Lead Process, and Solution Process

Front 853

Do you market to leads & contacts or to Accounts?

Back 853

Leads & Contacts

Front 854

What fields by default get converted from a Lead -->Opportunity?

Back 854

-Opportunity Owner
-Opportunity Name
-Account Name
-Opportunity Stage (Default 1st Stage)
-Probability
-Forecast category
-Close Date = CLOSE DATE IS SET TO LAST DAY OF CURRENT FISCAL QUARTER

Front 855

What fields by default get converted from a Lead  Contact?

Back 855

-Contact Owner
-Contact Name
-Account Name
-Mailing Address
-Title

Front 856

How many lookup field filters can you have per object?

Back 856

5

Front 857

How many lookup field filters can you have per object?

Back 857

5

Front 858

How many tabs are available in Unlimited Edition? And Enterprise?

Back 858

Unlimited in Unlimited
25 in Enterprise

Front 859

What fields by default get converted from a Lead-> Account?

Back 859

-Account Owner
-Account Name

Front 860

Are the options to 1) sort values alphabetically and 2) use first value as default available on standard fields or custom fields?

Back 860

No. Available on CUSTOM fields ONLY

Front 861

How many people can you bring over into a campaign by the campaign wizard?

Back 861

-By list view 250
-By report 50,000

Front 862

How many tabs are available in Unlimited Edition? And Enterprise?

Back 862

Unlimited - UE
25 - EE

Front 863

What are the types of charts on dashboards?

Back 863

-Horizontal & Vertical Bar (column, column grouped, stacked, stacked to 100%)
-Line (line, grouped, cumulative, grouped cumulative)
-pie
-donut
-funnel
-scatter

Front 864

What are the two error messages that show up in custom summary formula output?

Back 864

#TOBIG if the output is over 18 digits
#ERROR displays for a formula field whenever an error occurs while calculating the value of a formula

Front 865

Any fields that you delete will be permenantly deleted after 30 days

Back 865

False IF Custom field = 45 days
Standard field = 30 days

Front 866

Which of the following does SFDC NOT use:
1) Profile based IP restrictions
2) Org wide IP restrictions
3) Profile based login hour restrictions
4) Org wide login hour restrictions

Back 866

Org wide login hours restrictions

Front 867

Who may be assigned a workflow task? (5)

Back 867

1) The record owner
2) The record creator
3) A Single user
4) A Sales Team role
5) An Account Team role

Front 868

what can be transferred when transferring an account

Back 868

contacts
attachments
notes
open activities & open opportunities owned by the current acct owner
optionally closed opportunities and open opportunities owned by other users

Front 869

which tabs do not support multiple record types?

Back 869

home
documents
forecasts
reports

Front 870

T or F:admin is attempting to import an invalid value into a picklist field. This will result in an error message

Back 870

False. Import Wizards will accept any value for a picklist field, even if the value is not predefined.

NOTE: The import wizards do not allow you to import more than 100 new picklist or multi-select picklist values for any field during a single import.

Front 871

What are the three times where a data validation rule is run?

Back 871

1) when a user saves a Record
2) before an Import
3) using force.com API or data loader

Front 872

To enable Advanced Currency Management for their org, what must an administrator do?

Back 872

Enable multiple currencies - must put in request to sf

Front 873

what is the difference between profile = marketing user and checkbox on the user table = marketing user

Back 873

profile = can import leads, checkbox = can manage campaigns