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176 Cards in this Set

  • Front
  • Back
What objects are part of the Sales Cloud?

A. Opportunities, Quotes, Accounts, Contacts, Products
B. Cases, Solutions, Knowledge, Entitlements, Answers, Ideas
C. Leads, Campaigns, Forecasts
D. A and B
E. A and C
F. All of the above
E. A and C
WHICH STATEMENTS ABOUT CUSTOM SUMMARY FORMULAS IN REPORTS ARE TRUE?

A. Reports can be grouped by a custom summary formula result.,
B. Custom summary formulas can reference a formula field within a report.,
C. Custom summary formulas can reference another custom summary formula.,
D. Custom summary formulas can be used in a report built from a custom report type.
B,D
WHICH PROFILE IS A STANDARD PROFILE? SELECT ALL THAT APPLY.

A. Sales User,
B. Marketing User,
C. Invoice Manager,
D. Contract Manager
B,D
WHAT ARE TWO SOURCES FROM WHICH CASES CAN BE CREATED?

A. Web-to-Lead,
B. Web-to-Web,
C. Email-to-Case,
D. Connect for Outlook
C,D
What objects are part of the Sales Cloud?

A. Opportunities, Quotes, Accounts, Contacts, Products
B. Cases, Solutions, Knowledge, Entitlements, Answers, Ideas
C. Leads, Campaigns, Forecasts
D. A and B
E. A and C
F. All of the above
E. A and C
A SYSTEM ADMINISTRATOR NEEDS TO RESTRICT USERS ABILITY TO VIEW A DASHBOARD. HOW CAN THIS BE ACCOMPLISHED?

A. Restrict the access to the folder that the source report is located,
B. Create a sharing rule to restrict the access
C. Edit the dashboard properties to save it in a folder that is accessible to only certain people,
D. Restrict the access to the folder that the dashboard is located
C,D
WHICH STATEMENT ABOUT CUSTOM SUMMARY FORMULAS IN REPORTS IS TRUE?

A. Reports can be grouped by a custom summary formula result.,
B. Custom summary formulas can reference a formula field within a report.,
C. Custom summary formulas can reference another custom summary formula.,
D. Custom summary formulas can be used in a report built from a custom report type.
B,D
WHEN CONVERTING A LEAD, WHAT VALUES ARE TRANSFERRED TO THE OPPORTUNITY? (SELECT ALL THAT APPLY)

A. Amount = Lead Amount,
B. Close Date = Today,
C. Close Date = Last day in fiscal quarter,
D. Stage = First stage in list
C,D
WHICH PROFILE IS A STANDARD PROFILE? SELECT ALL THAT APPLY.

A. Sales User,
B. Marketing User,
C. Invoice Manager,
D. Contract Manager
B,D
WHAT ARE TWO SOURCES FROM WHICH LEADS CAN BE CREATED? (Choose 2)

A. Web-to-Lead,
B. Import Wizard,
C. Email-to-Case,
D. Connect for Outlook
A,B
WHAT CAPABILITIES DOES A SYSTEM ADMINISTRATOR HAVE FOR TASKS?

A. Record Types can be created for tasks,
B. Tasks can have multi day events and all day events,
C. Sharing rules can be used to restrict access to Tasks,
D. Field visibility can be restricted using FLS
A,B
A SYSTEM ADMINISTRATOR NEEDS TO RESTRICT USERS ABILITY TO VIEW A DASHBOARD. HOW CAN THIS BE ACCOMPLISHED?

A. Restrict the access to the folder that the source report is located,
B. Create a sharing rule to restrict the access
C. Edit the dashboard properties to save it in a folder that is accessible to only certain people,
D. Restrict the access to the folder that the dashboard is located
C,D
TIME-DEPENDENT WORKFLOW WILL NOT WORK WITH WHICH TYPE OF WORKFLOW EVALUATION CRITERIA?

A. Only when a Record is created,
B. Every time a Record is created or edited,
C. Every kind of workflow evaluation criteria,
D. When a Record is edited and it didn’t previously meet the rule criteria
B. Every time a Record is created or edited
How many fields can a user choose to display in a list view?
15
HOW MANY CUSTOM SUMMARY FORMULAS CAN YOU HAVE PER REPORT?

A. Unlimited,
B. 5,
C. 1,
D. 10
B. 5
Time-Dependent Workflow – Maximum Triggers Allowed Per Rule:

A.Maximum of 10 time triggers per rule
B.Maximum of 20 time triggers per rule
C.Maximum of 50 time triggers per rule
A. Maximum of 10 time triggers per rule
A SYSTEM ADMINISTRATOR WANTS TO DO SOME MAINTENANCE ON THE SYSTEM AND BEGINS BY DELETING CUSTOM FIELDS THAT ARE OBSOLETE. IN WHICH SITUATION WOULD HE RUN INTO AN ISSUE?

A. If the field is used in a validation rule,
B. If the field is referenced in a report type,
C. If the field is referenced in a workflow field update,
D. If the field is used in a formula field
C,D
TIME-DEPENDENT WORKFLOW WILL NOT WORK WITH WHICH TYPE OF WORKFLOW EVALUATION CRITERIA?

A. Only when a Record is created,
B. Every time a Record is created or edited,
C. Every kind of workflow evaluation criteria,
D. When a Record is edited and it didn’t previously meet the rule criteria
B
HOW MANY CUSTOM SUMMARY FORMULAS CAN YOU HAVE PER REPORT?

A. Unlimited,
B. 5,
C. 1,
D. 10
B. 5
How many portals does Salesforce offer?

A.2
B.3
C.4
D.5
B.3 (Self Service Portal, Partner Portal, Customer Portal)
AN ADMINISTRATOR CREATED TWO PICKLIST FIELDS: CANDY MANUFACTURER (HERSHEY, MARS) AND CANDY TYPE (SNICKERS, MILKY WAY, REECES PIECES, M&MS). IS IT POSSIBLE TO RELATE THE FIELDS TOGETHER SO THAT THE CANDY MANUFACTURER FIELD COULD IMPACT THE CHOICES LISTED IN THE CANDY TYPE FIELD?

A. Yes, the Candy Manufacturer is a dependent picklist, and the Candy Type is a controlling picklist,
B. Yes, the Candy Manufacturer is a controlling picklist and the Candy Type is a dependent picklist,
C. Yes, the Candy Manufacturer is a Master and the Candy Type is the Detail,
D. No, because they are both custom fields
E. No, because they are both pick fields
B
WHEN ARE DATA VALIDATION RULES ENFORCED?

A. Upon opening the record,
B. Upon closing the record,
C. Upon editing a field,
D. Upon saving a record
D. Upon saving a record
A WORKFLOW RULE CONTAINS AN ACTION THAT SENDS A TASK TO A ROLE CALLED GLOBAL SALES MANAGERS, WHICH INCLUDES MULTIPLE USERS. WHEN THE WORKFLOW RULE IS TRIGGERED, TO WHOM WILL THE TASK BE ASSIGNED?

A. All users in the Global Sales Managers role.,
B. The owner of the record that triggered the workflow rule.,
C. A single user in the Global Sales Managers role.,
D. The default workflow user.
B. The owner of the record that triggered the workflow rule.
AN ADMINISTRATOR WANTS TO SETUP IDEAS AND ANSWERS FOR THEIR ORGANIZATION. WHAT CAN THEY USE IN BOTH OF THESE?

A. Status,
B. Community Expert,
C. Categories,
D. Sharing Rules
C
WHICH OF THE FOLLOWING IS AN EXAMPLE OF ONE-TO-MANY RELATIONSHIPS BETWEEN STANDARD OBJECTS?

A. Opportunities to Opportunity Products,
B. Accounts to Contacts,
C. Contacts to Tickets,
D. Contacts to Accounts
B. Accounts to Contacts
WHAT CAN USERS DO WHEN CHATTER FEED TRACKING IS ENABLED FOR DASHBOARDS? CHOOSE 2 ANSWERS

A. Follow files and links for a dashboard.,
B. Follow posts and comments for a dashboard.,
C. Follow posts and comments for the dashboard source reports.,
D. Auto-follow dashboards created by the user.
B,C
SALES MANAGEMENT WANTS TO STAY INFORMED WHEN BIG OPPORTUNITIES ARE BEING CLOSED. THEY HAVE REQUESTED THAT THEY RECEIVE NOTIFICATION WHEN AN OPPORTUNITY WITH LARGE AMOUNTS ARE CLOSED. HOW CAN A SYSTEM ADMINISTRATOR ACCOMPLISH THIS?

A. Opportunity Update Reminders,
B. Validation Rule,
C. Big Deal Alerts,
D. Workflow Field Updates
A,C
Which of the following are correct ways to create a lead in Salesforce?

A. Web to Lead
B. Manual input
C. Import
D. All of the Above
D. All of the Above
Will data be lost in the data type of a Custom Field is changed to Number?
A. Yes
B. No
A. Yes
Dashboards can be created by using Standard Reports as Source Reports?
A) True
B) False
B. False
A user successfully login’s at 3:00 PM, What happens at 3:31 PM, if the Login hours for the user’s Profile are set from 7:30 AM to 3:30 PM?

A. User is automatically Logged Out
B. User keeps working continuously without any issues
C. User is asked in a Popup window if he would like to extend his session
D. User is logged out once he tries to do any DML (Data Manipulation) Operation i.e. Save, Edit etc.
D. User is logged out once he tries to do any DML (Data Manipulation) Operation i.e. Save, Edit etc.
Which Feature is not available in Salesforce.com ?
A. Profile based Login Hours
B. Profile based Login IP Ranges
C. Organization based Login Hours
D. Organization based Login IP ranges
C. Organization based Login Hours
Which of the following is the best way to make the Field Mandatory for everyone?
A. Page Layout
B. Validation Rule
C. Roles & Profiles
D. Checking the required box when creating the field
D. Checking the required box when creating the field.
Which of the following field types cannot be used as an External Id?

A. Text Field
B. Number Field
C. Picklist Field
D. Email Id Field
C. Picklist Field
On Lead Conversion, the Close Date of the newly created opportunity is automatically set to?
A. Blank
B. Today ()
C. Last Day of Current Quarter
D. Last Day of Current Month
E. Last Day of Current Year
C. Last Day of Current Quarter
Queues cannot be created on which Object in salesforce.com?
A. Lead
B. Case
C. Account
D. Custom Object
C. Account
User Records can not be permanently deleted from Salesforce.com.

A. True
B. False
A. True
Which of the following objects cannot be imported via the Salesforce.com Import Wizard? (Select All that apply)

A. Leads
B. Accounts
C. Opportunities
D. Solutions
E. Cases
C. Opportunities
E. Cases
How many fields can be enabled for tracking on a custom Object?

A. 10
B. 20
C. 30
D. 40
E. None of the Above
B. 20
Which Import functionality of salesforce.com should be used if one needs to import the 30,000 Cases in Salesforce.com?

A. Import Wizard
B. Data Loader
C. A or B
D. Neither A nor B
B. Data Loader. The Import Wizard does not support Cases.
What is the correct order of operations when a case is entered?

A. Validation Rules, Workflows, Assignment Rules, Escalation Rules, Auto-Response Rules

B. Validation Rules, Assignment Rules, Auto-Response Rules, Workflow Rules and Escalation Rules

C. Assignment Rules, Validation Rules, Workflow Rules and Escalation Rules

D. None of the Above
E. All of the Above
B. Validation Rules, Assignment Rules, Auto-Response Rules, Workflow Rules and Escalation Rules
Which of the following best describes the Opportunity Stage History related list?


A. By default the list shows ,ALL changes made on the opportunity record

B. The list tracks Stage, Amount, expected Amount, Probability, and Close Date changes

C. The list can be customized to show changes to specific fields on the opportunity

D. None of the above
B. The list tracks Stage, Amount, Expected Revenue, Probability, and Close Date changes
Universal Containers needs to track the manufacturer and model for specific car companies. How can the system administrator ensure that the manufacturer selected influences the values available for the model?

A. Create the manufacturer field as a dependent picklist and the model as a controlling picklist.
B. Create a lookup field from the manufacturer object to the model object.
C. Create the manufacturer field as a controlling picklist and the model as a dependent picklist.
D. Create a multi-select picklist field that includes both manufacturers and models.
C. Create the manufacturer field as a controlling picklist and the model as a dependent picklist.
Which of the following permissions enables the System Administrator Profile to edit any record, regardless of the Sharing Model?

A.Customize Application
B.Modify All Data
C.View Setup and Configuration
D. None of the above
B. Modify All Data
Which of the following fields CAN NOT be a controlling field for Dependent Picklists?

A.Standard Picklist
B.Custom Picklist
C.Custom Multi-Select Picklist
D.Standard Checkbox
E.Custom Checkbox
C.Custom Multi-Select Picklist
You must be a user of salesforce.com in order to
Receive an email notification in the case escalation process?

A.True
B.False
B. False (you can enter up to 5 additional email addresses outside of the Salesforce)
Case escalation rules triggered on the last modification will be reset each time a user does which of the following actions?

A.Reads the case
B.Adds a related comment to the case
C.Adds an activity or sends an email from the case record
D.Edits the case
E.All of the above
D.Edits the case
When configuring Customizable Forecasting, you can set which of the following Forecast Dates for determining which opportunities contribute to the forecast?

A. Opportunity Close Date Only
B. Product Date Only
C. Schedule Date Only
D. Commit Date
E. Opportunity Close Date, Product Date, Schedule Date
A. Opportunity Close Date Only
You are working with a Professional Edition organization. They wish to install the Expense Tracker which requires the use of 4 custom tabs, 3 custom objects, and one custom app. If the company is already using 4 applications, 36 custom objects, and 7 custom tabs, what will happen when they try to install Expense Tracker?

A. They will not be able to complete the installation process as they have reached the maximum number of custom tabs
B.They will not be able to complete the installation process as they have reached the maximum number of custom objects
C.The installation will succeed
D.The installation will succeed, but only the reports, dashboards and S Control will install
A. They will not be able to complete the installation process as they have reached the maximum number of custom tabs. The reason is because PE Orgs can have a max of 5 custom apps, 10 custom tabs and 50 custom objects.
Which of the following object relationships is NOT allowed?

A. Standard object as the "master" and a custom object as the detail
B. Custom object as the master" and a standard object as the detail
C. Custom object as a lookup to a standard object
D. Custom object as a lookup to a custom object
B. Custom object as the master" and a standard object as the detail
A Record Type may determine the default value of a picklist field.

A. True
B. False
A. True
The difference between an opportunity record type and a sales process is:

A. The sales process controls the stage field, the record type controls all other picklist fields
B. The record type controls the stage field, the sales process controls all other picklist fields
C. The record type controls the picklist fields
D. The sales process controls all picklist fields
A. The sales process controls the stage field, the record type controls all other picklist fields
Assume the Organization Wide default sharing is set to private for all objects and no sharing rules have been created. You have two users in the Sales Rep Role, can they view each other's data?

A.Yes
B. No
B. No. The reason is because when OWD is set to Private only the record owner can see the records if there are no sharing rules in place.
Which action must be taken to view contacts associated with a case in the console?

A.The related lists on the case page layout must be modified
B.The custom links on the case page layout must be modified
C.The related object on the case page layout must be modified
D.The mini page layout on the case page layout must be modified
D.The mini page layout on the case page layout must be modified
All of the following are true about Default Sales Teams EXCEPT:

A.Default Sales Teams are configured on a user record
B.Default Sales Teams may be added manually to an opportunity record
C.Default Sales Teams may be added automatically to an opportunity
D.Default Sales Teams may be added manually to an account record
A.Default Sales Teams are configured on a user record
If you are added to a Sales Team with read/write access you then have the ability to extend sharing on the opportunity to other users.

A.True
B. False
B. False
Which of the following object relationships is NOT allowed?

A.Standard object as the "master" and a custom object as the detail
B. Custom object as the master" and a standard object as the detail
C.Custom object as a lookup to a standard object
D.Custom object as a lookup to a custom object
B. Custom object as the master" and a standard object as the detail.
The difference between an opportunity record type and a sales process is:

A.The sales process controls the stage field, the record type controls all other picklist fields
B.The record type controls the stage field, the sales process controls all other picklist fields
C.The record type controls the picklist fields
D.The sales process controls all picklist fields
A.The sales process controls the stage field, the record type controls all other picklist fields
Is it possible for users to override their own forecasts and forecasts for users below them in the forecast hierarchy?

A. Yes
B. No
A. Yes
A workflow rule runs every time an opportunity is edited, and checks whether the amount field is greater than 1M. If the amount of an opportunity is 2M, and the user updates the stage field, would all, some, or no workflow actions execute?
All, because the stage field was updated, and the amount is greater than 1M.
A workflow action sends a task to the role US Sales Director. There are five users in the role. When the action executes, to which user or users will the task be assigned?
To the record owner, because there are multiple users in the role and you can only assign one user to a task.
If user currency overrides org currency, then which currency overrides user currency?
Opportunity Currency
Which feature does Salesforce CRM provide for restricting login access to the application?
(There are three correct answers.)
A. Profile-based IP restrictions
B. Organization-wide IP restrictions
C. Profile-based login hour restrictions
D. Organization-wide login hour restrictions
A,B,C
Who may be assigned a workflow task?
(There are five correct answers.)
A. A single user
B. Multiple users
C. The record owner
D. The record creator
E. A Sales team role
F. An Account team role
A,C,D,E,F
When are data validation rules enforced?
When a user saves a record, and when records are imported using the import wizards, the Force.com Data Loader and the Force.com API
Auto Response rules work on which objects?
A. Leads and Cases
B. Leads and Accounts
C. Accounts and Opportunity
D. Account and Cases
A. Leads and Cases
Customizable Forecasting is a prerequisite in order to enable territory management?

A. True
B. False
A. True
The formatting of reports is maintained when it is exported via Printable View.

A. True
B. False
A. True
Which one is the following is a salesforce.com definition for a Lead?

A. Any person, organization or company that may be interested in your products and services, that are not yet customers
B. An organization, individual or company involved with your business such as customers, competitors and partners
C. Any potential revenue-generating event i.e. “sales deal”
D. Any individual or influencer associated with an account
A. Any person, organization or company that may be interested in your products and services, that are not yet customers
What does the dashboard snapshot on the Home Page display?
A. Only the dashboard determined by the System Administrator
B. You cannot display a dashboard on the Home Page
C. The first two rows of any of your available dashboards
D. The first row of any available dashboards
E. The Complete Dashboard set by the User himself
D. The first row of any available dashboards
If Custom Fiscal Years are enabled then you cannot use Standard Forecasting?

A. True
B. False
A. True
An administrator notices there are too many duplicate records, numerous sharing rules, and a large number of manually shared records. Which situation may this be a symptom of?
A. Role hierarchy that has too few roles.
B. Sharing model that is too public.
C. Sharing model that is too private.
D. Object permissions on profiles that are too restrictive.
C. Sharing model that is too private. This is evident due to the fact that there are numerous sharing rules because the OWD is set to private for certain objects.
In Salesforce Territory Management, which statement describes how a territory hierarchy is different from a role hierarchy?

A. Territory hierarchy grants login access to all users in a territory.
B. Territory hierarchy supports assigning users to multiple territories.
C. Territory hierarchy automatically assigns users to sales teams in the territory.
D. Territory hierarchy gives users in a territory full edit access to all accounts in that territory.
B. Territory hierarchy supports assigning users to multiple territories.
Is it possible to create multiple Customer Portals for your organization?

A. Yes
B. No
A. Yes
__________ let(s) you segment your organization's data into logical sections, making searches, reports, and list views more meaningful to users.

A. Territory Management
B. Custom Settings
C. Divisions
D. None of the Above
C. Divisions
Which of the following Objects cannot be Renamed;
A. Account
B. Contact
C. Opportunity
D. Forecast
D. Forecast
When you change case ownership, any associated open activities that are owned by the current case owner are transferred to the new owner.

A. TRUE
B. FALSE
A. TRUE
How are the main objects in Salesforce related?

A. Through related lists and look-up
B. Through the page layout
C. Through sharing
D. Through validation rules
A. Through related lists and look-up
Where do you look to see how many available user licenses there are?

A. Company profile
B. Administrator's profile
C. License agreement
D. FAQ
A. Company profile
Marketing is currently targeting accounts in the technology and manufacturing industries. The team needs quick access to these accounts on a regular basis. What would you do?

A. Create a custom report and give all users access
B. Create a validation rule
C. Create a list view
D Teach them to sort by industry
C. Create a list view
When it comes to Leads, a marketing user can:

A. Import leads for the entire organization
B. Import leads solely for marketing campaigns
C. Limited to the wizard for importing leads
D. None of the above
A. Import leads for the entire organization
One of your users receives an error message when they try to log in. To assess, look in his:

A. User record
B. User profile
C. Either a or b
D. None of the above
A. User record. Look at the login history to see there are any error messages.
Upon log in, the system does not immediately check for:

A. Contents of cookie it leaves on their browser
B. IP address of the User
C. User password
D. Roles & permissions
D. Roles & permissions
The OWD control is the only tool to restrict access and it establishes a baseline level of access if you don't own the record.

A. True
B. False
A. True
The role hierarchy provides

A. Record level access
B. Data the user can see
C. Vertical visibility
D. All of the above
D. All of the above
Data validation rules are to prevent and enforce.

A. True
B. False
A. True
A SALES REP NEEDS TO CREATE A SCHEDULE FOR HIS OPPORTUNITY PRODUCTS. WHAT TYPES CAN HE CREATE?

A. Forecast
B. Quota
C. Revenue
D. Products
E. Quantity
F. Quality
C,E
WHICH STATEMENT ABOUT CUSTOM SUMMARY FORMULAS IN REPORTS IS TRUE?

A. Reports can be grouped by a custom summary formula result.,
B. Custom summary formulas can reference a formula field within a report.
C. Custom summary formulas can reference another custom summary formula.,
D. Custom summary formulas can be used in a report built from a custom report type.
B,D
WHEN YOU TRANSFER OWNERSHIP OF AN ACCOUNT, THE NEW OWNER WILL ALSO GAIN OWNERSHIP OF THE FOLLOWING RECORDS RELATED TO THE TRANSFERRED ACCOUNT AUTOMATICALLY:

A. Any notes that belong to the existing owner.,
B. All contacts that belong to the existing owner.
C. All opportunities –open and closed,
D. All open activities assigned to the existing owner. Note that completed activities will not be transferred.
A,B,D
WHAT ARE TWO SOURCES FROM WHICH CASES CAN BE CREATED?

A. Web-to-Lead,
B. Web-to-Web,
C. Email-to-Case,
D. Connect for Outlook
C,D
A SYSTEM ADMINISTRATOR NEEDS TO RESTRICT USERS ABILITY TO VIEW A DASHBOARD. HOW CAN THIS BE ACCOMPLISHED?

A. Restrict the access to the folder that the source report is located in,
B. Create a sharing rule to restrict the access
C. Edit the dashboard properties to save it in a folder that is accessible to only certain people,
D. Restrict the access to the folder that the dashboard is located
A,D
WHEN CONVERTING A LEAD, WHAT VALUES ARE TRANSFERRED TO THE OPPORTUNITY? (SELECT ALL THAT APPLY)

A. Amount = Lead Amount,
B. Close Date = Today,
C. Close Date = Last day in fiscal quarter,
D. Stage = First stage in list
C,D
WHAT CAPABILITIES DOES A SYSTEM ADMINISTRATOR HAVE FOR TASKS?

A. Record Types can be created for tasks,
B. Tasks can have multi day events and all day events,
C. Sharing rules can be used to restrict access to Tasks,
D. Field visibility can be restricted using FLS
A,B
WHICH OF THE FOLLOWING ARE SETTING OPTIONS FOR THE USER INTERFACE?

A. Enable Collapsible Sections,
B. Show Quick Create,
C. Show customer Sidebar Components on All Pages,
D. Transfer all Open Opportunities.,
E. Enable Drag-and-drop scheduling on List Views,
F. Enable Chatter
A,B,C,E
WHICH STEPS ARE REQUIRED WHEN CONFIGURING THE NEW SALESFORCE FOR OUTLOOK? CHOOSE 2 ANSWERS

A. Enable the Chatter feed sync with Outlook.,
B. Select sync direction and conflict behavior.,
C. Assign users and profiles to a configuration.,
D. Select the appropriate configuration template.
B,C
WHEN ARE DATA VALIDATION RULES ENFORCED?

A. Upon opening the record,
B. Upon closing the record,
C. Upon editing a field,
D. Upon saving a record
D. Upon saving a record
WHICH STATEMENT IS TRUE REGARDING CHATTER GROUPS?

A. Private groups are not displayed in the Groups tab.,
B. Private group posts are visible to the owner and anyone above in the role hierarchy.,
C. Users with the "Manage Chatter Groups" profile permission can create groups.,
D. Any Chatter user can create public or private groups.
D. Any Chatter user can create public or private groups.
A SYSTEM ADMINISTRATOR WANTS TO RESTRICT THE ABILITY FOR SALES REP USERS TO CREATE NEW RECORDS WITH THE PLATINUM SALES RECORD TYPE. WHAT OPTIONS DOES HE HAVE?

A. Take away the ability for the Sales Rep users to create new records,
B. Update the profile to remove the Platinum Sales record type from the Sales Rep users,
C. Make the record type hidden to all Sales Rep users and then a sharing rule to share it to those that need it,
D. Update the Org Wide Defaults to Private
B. Update the profile to remove the Platinum Sales record type from the Sales Rep users.
A WORKFLOW RULE CONTAINS AN ACTION THAT SENDS A TASK TO A ROLE CALLED GLOBAL SALES MANAGERS, WHICH INCLUDES MULTIPLE USERS. WHEN THE WORKFLOW RULE IS TRIGGERED, TO WHOM WILL THE TASK BE ASSIGNED?

A. All users in the Global Sales Managers role.,
B. The owner of the record that triggered the workflow rule.,
C. A single user in the Global Sales Managers role.,
D. The default workflow user.
B. The owner of the record that triggered the workflow rule. The reason is because you can not assign multiple users to tasks.
AN ADMINISTRATOR WANTS TO SETUP IDEAS AND ANSWERS FOR THEIR ORGANIZATION. WHAT CAN THEY USE IN BOTH OF THESE?

A. Status,
B. Community Expert,
C. Categories,
D. Sharing Rules
C. Categories
WHAT IS THE MAXIMUM NUMBER OF RECORDS TO BE PRINTED IN THE PRINTABLE VIEW OF A LIST VIEW?

A. 2000,
B. 100,
C. 1000,
D. 200
C. 1000
SALES MANAGEMENT WANTS TO STAY INFORMED WHEN BIG OPPORTUNITIES ARE BEING CLOSED. THEY HAVE REQUESTED THAT THEY RECEIVE NOTIFICATION WHEN AN OPPORTUNITY WITH LARGE AMOUNTS ARE CLOSED. HOW CAN A SYSTEM ADMINISTRATOR ACCOMPLISH THIS?

A. Opportunity Update Reminders,
B. Validation Rule,
C. Big Deal Alerts,
D. Workflow Field Updates
A,C
Upon logging-in: What does SF check?
SF checks profile settings including: license type, username, PW (password), Content of cookie on desktop, IP Address and Log in Hours
How would an admin change the fields that appear on a look up hover?
Admin would change the mini page layout section in the page layout section.
What are the three main items to know when it comes to Related Lists?
1. Move over a related list to see if its customizable 2. 10 Columns max 3. Most standard related lists are customizable
What are the benefits of using Record Types?
1. Helps you implement custom business processes by associating them to specific page layouts. 2. Allows you to define different sets of picklist values for both standard and custom picklists. 3. Allows you to control which page layout users can see.
Which of the follow processes is not a standard process in Salesforce?

A. Sales Process
B. Support Process
C. Lead Process
D. Solution Process
E. Marketing Process
E. Marketing Process
What are the benefits of the standard processes?
Allows you to track seperate sales, support and lead lifecycles across different divisions, groups, markets.
What permissions override field level security?
1. modify all data 2. view all data 3. view encrypted data
When are workflow rules evaluated?
When records are created, updated and didn't previously meet the criteria
How many different filters can you add to a report:

A. 5
B. 10
C. 20
D. 30
A. 5
Campaign members can be (check all that apply):

A. Leads
B. Contacts
C. Accounts
A,B
Customer portal and parter portal users do not need to activate computers to log in.
True
What are the steps for login authorization?
1. Check profile login hours 2. Check profile IP range, if defined 3. If no profile IP range defined: a)If browser has SF cookie, login is allowed b)If within org IP range, login is allowed
What are the different email template types?
A. Text B. HTML with letterhead C. Custom HTML D. Visualforce
How many external ID's can you have per object?

A. 3
B. 10
C. 15
D. 20
A. 3
What is the maximum number of members that can be added to a campaign using the wizard?
250
How many roles can be created per organization?
500
Describe the parameters for using assignment rules (how many entries, etc...)
Only one assignment rule can be active at a time. Each assignment rule can have 500 rule entries. ** Inactive rules CAN be used during Lead Import**1 active rule and up to 500 rule entries OK.
What is the daily limit for email sendings per day per org?
1000 emails.
What is a benefit of using and Import Wizard instead of the Data Loader
Import Wizard has de-dup capabilities
When using Territory Management, can an opportunity be associated with multiple territories?
No. Accounts and Users can be associated with multiple opportunities but Opportunities can only be in one territory.
T/F Customer portal and parter portal users do not need to activate computers to log in.
True
What are the different email template types?
A. Text
B. HTML with letterhead
C. Custom HTML
D. Visualforce
How many external ID's can you have per object?

A. 3
B. 10
C. 15
D. 20
A. 3
What is the maximum number of members that can be added to a campaign using the wizard?
250
How many roles can be created per organization?
500
Describe the parameters for using assignment rules (how many entries, etc...)
Only one assignment rule can be active at a time. Each assignment rule can have 500 rule entries.
What is the daily limit for email sendings per day per org?
1000 emails.
What is a benefit of using and Import Wizard instead of the Data Loader
Import Wizard has de-dup capabilities
When using Territory Management, can an opportunity be associated with multiple territories?
No. Accounts and Users can be associated with multiple opportunities but Opportunities can only be in one territory.
Data validation rules impact all supported objects except for:
Forecasts and Territories
Is it possible for different users to get different results from running the same report?

A. Yes
B. No
A. Yes. A user's permissions determine what data is visible in the report that they create. If the data is invisible to them, then the report will reflect that.
List 4 Dashboard Components
-Chart -Table -Metric -Gauge
Chart Types
-Bar -Line -Donut -Funnel -Scatter
What is the number of values allowed in dependent pick list?

A. 100
B. 200
C. 300
D. 400
C. 300
Record types are used to implement custom business processes by associating them to specific
Page Layouts
The user default login hours are 8-5. The user logs in at 4:30pm and logs out at 5:01pm. What happens?

A. The user loses all unsaved data after terminating the session.
B. User can remain in Org and nothing will happen
C. User will be prompted to see if they want to extend the session
D. User is logged out immediately
A. The user loses all unsaved data after terminating the session.
A company wants all opportunities associated with an account to be added in and displayed on the account record detail page. What can the Administrator do to accomplish this?
Create a roll up summary field on the Account object.
How do you specify the following in a formula field : the year of the custom date field(date_c) should be the current year:
YEAR(date_c) =YEAR(today())
Workflow tasks may be assigned to which of the following:

A. User
B. Role
C. Record Owner
D. Record Creator
E. Sales Team Role
F. Account team
G. None of the above
A,B,C,D,E,F
Data validation rules impact all of the objects below EXCEPT:

A. Accounts
B. Territories
C: Leads
D. Forecasts
E. Opportunities
B,D
Is it possible for different users to get different results from running the same report?
Yes. A user's permissions determine what data is visible in the report.
What is the number of values allowed in dependent pick list?

A. 100
B. 200
C. 300
D. 400
C. 300
Record types are used to implement custom business processes by associating them to specific
Page Layouts
The user default login hours are 8-5. The user logs in at 4:30pm and logs out at 5:01pm. What happens?

A. The user loses all unsaved data after terminating the session.
B. User can remain in Org and nothing will happen
C. User will be prompted to see if they want to extend the session
D. User is logged out immediately
A. The user loses all unsaved data after terminating the session.
A company wants all opportunities associated with an account to be added in and displayed on the account record detail page. What can the Administrator do to accomplish this?
Create a custom summary field on the Account object.
Which of the following are features of the Salesforce.com Partner Portal ? Choose 2 answers:

A.Use your company logo on a Partner Site
B.Develop Partner Application on Force.com Platform
C.Data goes into your Salesforce objects through a third party site
D.Create Interactive Communities
E.All of the above
A,C
Where will a Campaign associated with a Lead be visible? Choose 2 answers

A.Campaign Related List
B.Campaign History Report
C. Lead History Report
D.Opportunity Related List
B,C
What needs to be specified to schedule a Report?

A. Objects
B. Date Range
C. Running User
D. Frequency
C,D
The automated case user will be listed on the case history for all actions that are system defined, including:

A. When a case is automatically assigned using assignment rules
B.When a case is escalated
C.When a case is created online via Web-to-Case
D.When a Workflow is Triggered
A,B,C
The Organization-Wide Default Sharing Rule for Calendar Access Default is:

A. Hide Details
B. Hide Details and Add Events
C. Show Details
D. Show Details and Add Events
B. Hide Details and Add Events
What is Salesforce.com Partner Portal ? Choose 2 answers:

A.Use your company logo on a Partner Site
B. Develop Partner Application on Force.com Platform
C. Data goes into your Salesforce objects through a third party site
D.Create Interactive Communities
E. All of the above
A,C
How many approvers can be assigned in a single step?
25
What is the "Campaign Call Down Report?"
It shows all the leads and contacts associated with a campaign.
Name the different ways Cases are created:
A. Manually entered B. Web to case C. E-mail to case D. Create case using "Connect For Outlook"
T/F Customizable Forecasting must be enabled for use with Custom Fiscal years?
True
Which is a capability of email-to-case? Choose 3 answers.

A.Assignment rules, escalation rules, workflow rules, and auto-response rules are triggered when a case is created via email-to-case
B.All customer email replies, including attachments, related to a case are automatically associated with the case.
C.Administrators can configure settings so that contents of an email can be mapped to custom case fields.
D.Case reports measure both inbound and outbound emails to determine the total number of emails exchanged before an issue is resolved.
E.A closed case can be reopened by including the text REOPEN in the subject line of an email related to a case.
A.Assignment rules, escalation rules, workflow rules, and auto-response rules are triggered when a case is created via email-to-case B.All customer email replies, including attachments, related to a case are automatically associated with the case. D.Case reports measure both inbound and outbound emails to determine the total number of emails exchanged before an issue is resolved.
Which statement is true about custom summary formulas in reports? Choose 2 answers.

A.Reports can be grouped by a custom summary formula result.
B.Custom summary formulas can reference a formula field within a report.
C.Custom summary formulas can reference another custom summary formula.
D.Custom summary formulas can be used in a report built from a custom report type.
B,D
The OWD control is the only tool to restrict access and it establishes baseline level of access if you don't own the record.

a. True
b. False
a. True
How many times a year does Salesforce release improvements to the application?

A.2
B.3
C.1
D.continuously
B. 3
Conditional Highlighting cannot be used for?

A. Tabular Reports
B. Summary Reports
C. Matrix Reports
D. None of the Above
A. Tabular Reports
Difference between settings and permissions on a profile:

A. Settings determine what an end user can see
B. Permissions determine what an end user can do
C. Both Above
D. Neither Above
C. Both Above
Conditional Highlighting only applies to the first summary field column in the table?

A. True
B. False
A. True
With sharing rules, one can make automatic exceptions to the organization-wide default for defined sets of users.

A. True
B. False
A. True
The formatting of reports is maintained when it is exported via Printable View?

A. True
B. False
A. True
When are formula fields recalculated?

A.Every 15 minutes
B. After every DML operation
C. Every time they are seen
D. Admin can set the time of Refresh
C. Every time they are seen
All dashboard viewers see data based on the security settings of the Running User—regardless of their own personal security settings?
A. True
B. False
A. True
An Account team is a set of users that normally work together on _________?

A. Accounts
B. Leads
C. Opportunities
D. Contacts
E. Cases
A. Accounts
Forecasting can be used with Custom Fiscal Year?

A. True
B. False
B. False
What do you need to specify when you schedule a report?

A. You need user with Marketing Profile to “Schedule Reports”
B. You need user permission to “Schedule Reports”
C. You need user to have a Manager Role
D. Click Run Report and choose Schedule Future Runs... from the drop-down button.
D. Click Run Report and choose Schedule Future Runs... from the drop-down button.
To enable Advanced Currency Management for an organization, an administrator must
A. have Unlimited Edition licenses
B. request a feature license from salesforce.com
C. enable Customizable Forecasting
D. enable Multiple Currencies
D. enable Multiple Currencies
The automated case user will be listed on the case history for all actions that are system defined, including:

A.When a case is automatically assigned using assignment rules
B.When a case is escalated
C.When a case is created online via Web-to-Case
D. When a Workflow is Triggered
A.When a case is automatically assigned using assignment rules B.When a case is escalated C.When a case is created online via Web-to-Case
Multiple record types may be created for every tab, with the exception of
A.Home
B.Accounts
C.Forecasting
D.Opportunity
E.Reports
A.Home C.Forecasting E.Reports
A Record Owner has the following privileges:
A. View and Edit Capabilities
B. Transfer Capabilities
C. Deletion Capabilities
D. Import Leads Capabilities
E. Import Opportunity Capabilities
A. View and Edit Capabilities B. Transfer Capabilities C. Deletion Capabilities
You can use Sharing Rules to grant wider access to data. You cannot restrict access below your OWD levels.

A. True
B. False
A. True