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112 Cards in this Set
- Front
- Back
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Can you use a custom summary formula inside a custom summary formula?
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No
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How many custom summary formulas can you have per report?
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5
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What choices will show up in a report “View” filter?
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“My Objects”, “My Team’s Objects”, or “All Objects”
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What is Data Export?
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Data export is the easiest way to get all of your data out of sf.com w/o any coding
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What is File Storage vs. Data Storage?
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File Storage = Attachments, Documents, sf.com content objects. data Storage = everything else
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Name all of the salesforce.com standard objects (18)
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Accounts, Activities, Assets, Campaigns, Cases, Contacts, Contracts, Dashboards, Documents, Forecasts, Leads, Opportunities, Opportunity Products, Pricebooks, Products, Reports, Solutions, Users
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What are the standard salesforce.com Applications?
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Sales, Call Center, Marketing, and Ideas
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What are the pros of using the Application Import Wizard vs. the Data Loader?
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When you want to choose whether to trigger validation and workflow rules and when you want to ensure that there are no dupes created
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Can you have multiple record types in a batch import of data using the Import Wizard?
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No, only one record type
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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 |
True
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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 |
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.
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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?
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User A
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A security token is required for API access when connecting from an IP address within the list of trusted networks.
True or False |
False
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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 |
Just 3 and 4
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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 |
4 creating a custom object
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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 |
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. |
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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 |
Just 1 and 2
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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. |
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. |
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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. |
The user’s record has the "Bypass User Identity Confirmation" checkbox enabled.
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Adding an email from Microsoft Outlook using Salesforce Outlook Edition is an example of what type of usage?
API or UI |
API
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Which of the following are standard salesforce.com applications:
1) Ideas 2) Campaigns 3) Administration 4) Call Center 5) Sales Center |
Ideas and Call Center
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Which objects can you import into sf.com using the Data Loader?
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Accounts, Contacts, Leads, Solutions, and Custom Objects
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What data types can you use for an External ID?
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Text, Number, or Email
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What is a “universally required” field?
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This is a custom field (NOT standard field) that must have a value
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Can you fire validation and triggers in lead conversion?
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Yes but only if the box is checked in Setup to have this happen
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What is the only exception to triggering a Data Validation rule?
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When you are performing a record merge.
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Where does data validation ensure the integrity of data?
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BEFORE it is loaded into sf.com
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After you have activated an approval process can you add or remove steps?
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No. you can edit steps but you cannot DELETE steps
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What are the two ways you can set up approval processing? Can you skip steps?
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Formula based or criteria based and yes, you can skip steps based on formula
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What is the advantage of using a workflow task vs. a workflow alert?
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Workflow tasks are tracked in Activity History and can be reported on
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What is the limit on the size of documents you can upload into sf.com?
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5 MB
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Folders are used to organize what in salesforce.com?
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Email templates, documents, reports, and dashboards
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In general, who can add/modify XYZ object?
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XYZ object owner, anyone above the object owner in the role hierarchy, and the administrator
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What is the unique identifier across salesforce.com for all of its users?
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Email address
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What two places can you set up IP Ranges for logins? Which takes precedence?
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1) Organization wide settings and 2) profile settings. Profile settings take precedence
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What are the available business processes?
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Opportunity Stage, Support Process, Lead Process, and Solution Process
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How much history shows up on the record you are tracking and how much can you run reports on?
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6 months shows up on page, one year is available for reporting
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How many (max) columns can you have on a related list (in a page layout)?
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10
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How many levels can you go down on cross-object formula fields?
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10
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What fields by default get converted from a Lead -->Opportunity?
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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
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What fields by default get converted from a Lead Contact?
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Contact Owner, Contact Name, Account Name, Mailing Address, and Title
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What fields by default get converted from a Lead-> Account?
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Account Owner, Account Name
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Are the options to 1) sort values alphabetically and 2) use first value as default available on standard fields or custom fields?
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No, Available on custom fields only
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What are the two different lengths of time something can sit in the recycle bin and what types of objects are they?
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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
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If you are in salesforce.com after the set hours for your organization, what happens?
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Your session is terminated and you lose your data
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True or False:
If you change the conversion rate, then all amounts new and old (closed) are changed |
True
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What objects can you enable Enhanced Lookup and Auto-Completion?
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Accounts, Users, and Contacts
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How many components can you have in a dashboard?
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20
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How many AppExchange Apps can you have active at once?
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10
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Can you uninstall an AppExchange App?
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Yes
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Do you market to leads/contacts or to Accounts?
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Leads/Contacts
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How many people can you bring over into a campaign by the campaign wizard?
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250
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How many people can you import into a campaign using the Lead Import Wizard?
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50,000
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With an escalation rule in a case, what do you update?
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The record owner
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How many tabs are available in Unlimited Edition? And Enterprise?
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50 in Unlimited and 25 in Enterprise
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How many lookup field relationships can you have per object?
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25
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How many Master-Detail Relationships can you have per object?
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2
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Can an admin choose the minimum level of access required on a Master Record in order to create/edit, etc?
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Yes
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What is included on an emailed scheduled report?
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1) Report information
2) Link to report 3) Data in HTML with links back to salesforce.com |
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How many advanced filter criteria can you set in a report?
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10
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What are the types of charts on dashboards?
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Horizontal Bar, Vertical Bar, Line, and Pie
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How many conditional highlighting colors can you have per report?
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3
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What are the two error messages that show up in custom summary formula output?
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#TOBIG if the output is over 18 digits and #ERROR if it's dividing by 0
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True or false: You cannot calculate on report calculations
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True
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True or false: Conditional highlighting applies to summary rows
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True
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True or false: tabular reports are simple lists of records, and do not allow you to group report results
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true
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True or false: you cannot delete a standard report
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true
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True or false: you can create Custom Summary Formulas based on other Custom Summary Formulas
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false
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True or false: you can create custom summary formulas based on custom formula fields
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true
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What is created when you convert a lead?
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Account, Contact, and optionally, an Opportunity
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What is the max number of leads/contacts that can be added at one time from a REPORT
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50,000
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What is the max number of leads/contacts that can be added at one time from the integrated campaign builder wizard
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250
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What type of report is this describing: provides a listing of data plus sorting & subtotaling of data
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Summary
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What type of report is this describing: created with your specific data
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Custom Report Type
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What type of report is this describing: provides a simple listing of your data w/o subtotals
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tabular
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What type of report is this describing: summarizes data in a grid against horizontal and vertical criteria
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matrix
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When you change the data type from a checkbox to any other data type is there data loss?
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yes
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When you change the data type to Number from any other type is there data loss?
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yes
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When you change from a multi-select picklist to any other type is there data loss?
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yes
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When you change from Text Area (Long) to Email is there data loss?
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No. Can also use phone, text, text area or URL
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True or false? You can set a default value for standard fields
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FALSE only can be set for custom fields
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T or F: if you change the data type from a checkbox to a picklist, it can cause data loss
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TRUE
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Any fields that you delete will be permenantly deleted after 30 days
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FALSE: 45 days
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What are the 6 standard profiles?
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System Administrator, Standard User, Solution Manager, Marketing User, Contract Manager, and Read Only
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Can you sort values alphabetically on a standard field?
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NO only on custom fields
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Can you set a standard picklist as a dependent field in a dependent picklist?
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No - standard picklists cannot be a dependent field
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Can you set a custom multi-select picklist as a controlling field in a dependant picklist?
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No
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Can you set a checkbox (standard or custom) as a controlling field in a dependant picklist?
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Yes
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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 |
All except 4
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To enable Advanced Currency Management for their org, what must an administrator do?
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Enable multiple currencies
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Who may be assigned a workflow task? (5)
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1) The record owner 2) the record creator 3) a single user 4) A Sales Team role or 5) An Account Team role
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Time Dependant workflow will not work with what type of workflow evaluation criteria?
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Every time a record is created or edited.
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what objects can be associated with a campaign through the integrated campaign builder?
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leads, contacts, and opportunities
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what can be transferred when transferring an account
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contacts, attachments, notes, open activities, open opportunities owned by the current acct owner and optionally closed opportunities and open opportunities owned by other users
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what is transferred when changing the owner of a lead
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open activities
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Master/Detail or Lookup? child may or may not be deleted when parent is deleted
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lookup
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Master/Detail or Lookup? 2 such relationships allowed
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Master/Detail
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Master/Detail or Lookup? No inherited sharing
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Lookup
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which tabs do not support multiple record types?
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home, documents, forecasts, and reports
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T or F:admin is attempting to import an invalid value into a picklist field. This will result in an error message
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False
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When you have less than 50k records, what are the two advantages of using the Application Import Wizard over the Apex Data Loader?
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When you want to prevent duplicates and when you want to choose to trigger workflow rules
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What five objects can an admin import using the Import Wizard
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Leads, Contacts, Accounts, Solutions, and Custom Objects
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true or false: all standard and custom fields in sf.com may be set as unique or required using the property feature
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false: only custom fields
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when you define a data validation rule what else must you define?
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error message and location of error message
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When is a data validation rule enforced but the user is not notified (admin is)
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Web to Lead or Web to Case
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What are the three times where a data validation rule is run?
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1) when a user saves a record, 2) before an import and 3) using force.com API or data loader
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true or false: existing records that meet the workflow rule criteria trigger the rule
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false (until they are edited)
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how many time triggers can you set per workflow rule?
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10
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who can manually share a record?
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The record owner, anyone above the record owner in role hierarchy, and admin
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what four groups can you make a group of?
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Roles, Roles & subordinates, users, and other groups
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which of these MUST a user be associated with: role or profile?
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Profile
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what is the difference between profile = marketing user and checkbox on the user table = marketing user
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profile = can import leads, checkbox = can manage campaigns
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