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133 Cards in this Set

  • Front
  • Back
Elements included in the Company Profile include?
Company HQ Info
Corporate Locale Settings
Data & File Storage
Available Licenses
Manage Currencies
Business Hours
Standard Profiles are?
System Administrator
Standard User
Read Only
Marketing User
Contract Manager
Solutions Manager
Standard Fields are?
Created by SF and comes in Org. Field properties not
Can standard fields be removed from the Page Layout?
Who can create Custom Fields?
What are the field property options for Custom Fields?
External ID,
What objects have standard business processes?
Sales (Opportunities)
What do Business processes do?
Business Processes have a probability associated to track
progress towards closed/completed records. All processes can
be modified by Admins.
Define the system Admin profile.
"Super User" - Can customize &
administrate the Org
Define the Standard User profile.
Can view, edit & delete their own
Define the Solution Manager Profile.
Standard user perm + can
manager solutions & solution
Define the Marketing User Profile.
Standard user perm + can import
leads for the Org
Define the Contract Manager profile.
Standard user perm + edit,
approve, activate, delete contracts
Define the Read Only Profile.
Can only view records
Where would the Admin make a field required?
Page Layout Editor
How many fields (columns) can be displayed on a
Customizable Related List?
True or False: A checkbox can be a controlling field in a field
True or False: You can use a custom lookup field to create a
relationship between an opportunity and a contact.
What is required to create a new user?
Unique Username in email format.
Locale Settings
Profile - Standard or Custom
What do Org Wide Defaults do?
Sets the base level of access to the data objects in SF.
What are the Org Wide Default permission options?
Public, Read, Write (Transfer on Leads/Cases)
Public Read, Write
Public Read Only
Controlled by Parent (on Master-Detail Relationships).
What does the Role Heirarchy do?
Creates a vertical sharing access for
managers over the subordinates in their silo.
What does Role Access do?
Creates sharing access to related records owned
by other users.
What do Sharing Rules do?
Creates a lateral sharing access for co-workers
across the organization.
What can Delegated Admins do?
View All & Modify Access by Object
What are Public Groups?
Sharing between Users, other Public Groups,
Roles and Roles/Subordinates
What do Sales Teams do?
Focuses on Opportunity Records being shared
to a specified group of users based on the Opportunity Owner.
What do Account Teams do?
Focuses on Account Records being shared to
a specified group of users based on the Account Owner
What determines a unique user record?
What do Org Wide Defaults control?
Defines the baseline
level of access to data records for all users in the Org.
What does the Role Hierarchy control?
Controls data
visibility and record roll up
How does a Profile differ from a Role?
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
Why are sharing rules used?
To open up access to records
beyond the Org Wide Defaults
When would you choose to build a Public Group?
To simplify the number
of sharing rules built or when defining folder or list view access.
Who can manually share records?
Record Owner, Anyone
above the Record Owner in Hierarchy & the System Admin
How are Folders used?
To organize reports, dashboards,
communication templates and documents
Why utilize Account Teams and Sales Teams?
Teams are
used for collaboration, sharing, and for reporting purposes.
What four actions are performed by Workflow rules?
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
What does a workflow approval process do?
It electronically captures a business approval on a SF
data record.
What elements are required for a workflow approval process?
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
True or False. The first approval step in a process specifies the action to
take if a record does not advance to that step?
True or Fales, Final reject actions in a workflow approval process can include actions such as email alerts.
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.
True or False. Data Validation Rules are forumulas that evaluate, "True".
When are data validation rules executed?
A User Saves a Record
Before records are imported
Using the Data Loader and/or other API tools
When are data validation rules enforced?
When a user saves
a record, when records are imported, using the Data Loader
and other API tools.
When you define a Data Validation Rule, what must you also
The error message.
Are Data Validation Rules executed for a field or for a
Can you set Standard and Custom fields as unique or
required using the Property feature?
No, only custom fields.
Which objects have built in import wizards?
Custom Objects
Do opportunities or cases have import wizards?
Can the DataLoader access all objects?
Is the DataLoader Cloud based?
No, it must be installed.
What database actions can the DataLoader perform?
Insert, Extract, Upsert, and Delete
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.
Who can import data for all users?
System Admin and
Marketing User Profile can import Leads.
What objects may be imported or updates using the Import
Accounts, Contacts, Leads, Solutions and Custom
How does the Import Wizard perform matching when
updating records?
By Salesforce ID
When is it appropriate to use the Import Wizard versus the
Data Loader?
Need to prevent duplicates and when the Admin
needs to choose whether to trigger Workflow rules (or not)
What are Standard Reports?
Out of the box reports from SF
True or False. Standard Reports May be used as a starting point for Custom Reports
True or False. Standard Reports can be deleted?
False, May not be deleted or removed (folder can be hidden)
What are the three report types available when creating custom reports?
Tabular, Summary and Matrix
How many custom summaries can be created on a report.
Up to 5 per report.
True or False. Custom Summary Formulas are based on hard record values but used to create a temporary
formula for custom reporting needs.
Define the Tabular Report.
Provides a simple listing of your data without
subtotals. The only format that has a floating report header.
Defind the Summary Report.
Provides a listing of data, plus sorting and
subtotaling of data. May be used to support dashboard
Define the Matrix Report.
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.
The Director of Sales wants a report that meets the following
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
the Tabular Report
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
The Summary Report
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
Matrix Report.
The new charting engine allows for greater customization and
creation of charts including:
Combo Charting
Based on existing Master-Detail and Lookup relationships
between objects, Sys Admins can create Custom Report Types
Choose which standard and custom objects to display
Define both inner and outer joins
Select which fields can be used as columns
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
Dashboard components can consist of:
Table - As of Spring '10, Tables can have 4 columns
True or False; There are many dashboard components from SF Labs
including the Apex Dashboard Kit which can be installed
Which report formats (types) must be used to create
dashboard components?
Summary or Matrix
How many Custom Summary Formulas can you have per
What is a Dashboard comprised of?
Dashboard Components
What is the Dashboard's Running User?
Determines the highest level of
access to the dashboard data.
What are the three editions of Salesforce?
PE Professional Edition
EE Enterprise Edition
UE UnlimitedEdition
How many app exchange apps can you install in PE?
How many app exchange apps can you install in EE
How many app exchange apps can you install in UE
Can you uninstall an AppExchange application once it has
been deployed?
Can an end user import Members into a Campaign?
Can an end user import Leads?
Yes, however they need to
have a Marketing User Profile.
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
Run a report.
True or False: When a Lead is converted, it becomes an
Account, Contact and Opportunity (unless you opt out of
creating an Opportunity?
Is there a Service and Support Standard Profile in SF?
Where are Cases created?
On the Cases Object and Account or
Contact Related Lists.
How are Cases assigned?
Assignment Rule
Escalation rules have Rule Entries with timeover periods, how is this
impacted by the Business Hours and Holidays?
The escalation is
temporarily suspended during off hours/holidays.
Solutions are associated to solution categories. Can an end User
manage solutions and solution categories?
Yes, with the Solution
Manager Profile
True or False: The Self Service Portal and Customer Portal are the
same technology?
What are the steps to setup a console?
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.
Custom Objects can include?
Custom Tab
Field History Tracking
Sharing Rules
Used in Approval Processes
May have Master/Detail or Lookup to Parent Object records
May have Custom Object Permissions
Determine if the description is Master/Detail or Lookup: Child is deleted when parent is deleted.
Determine if the description is Master/Detail or Lookup:Lookup field on child is always required.
Determine if the description is Master/Detail or Lookup:For reporting parent and child fields available
Determine if the description is Master/Detail or Lookup:Up to 25 such relationships
Determine if the description is Master/Detail or Lookup: No inherited sharing
True or False: Each workflow rule applies to a single object, such as leads, accounts, or opportunities.
True or False: Workflow rules can't be triggered by campaign statistic fields, including individual campaign statistics and campaign hierarchy statistics.
True or False: Workflow rules can be triggered any time a record is saved or created, depending on your rule criteria
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.
True or False: Workflow rules never trigger on converted leads
False: Workflow rules only trigger on converted leads if validation and triggers for lead convert are enabled in your organization.
T or F: Workflow rules on custom objects are automatically deleted if the custom object is deleted.
T or F: You can't package workflow rules with time triggers.
T or F: Workflow rules trigger automatically and are visible to the user.
False: Workflow rules are invisible to the end user.
T or F: You can create email alerts for workflow rules on activities.
False: You can't create email alerts for workflow rules on activities.
T or F: Saving or creating records can trigger one rule.
False; Saving or creating records can trigger more than one rule.
T or F: Changes you make to records while using Connect Offline are lost.
False: Changes you make to records while using Connect Offline are evaluated by workflow rules when you synchronize. processes any rules in what order?
1. Validation rules
2. Assignment rules
3. Auto-response rules
4. Workflow rules (with immediate actions)
5. Escalation rules
T or F: There are no exceptions to the role heirarchy based sharing?
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.
Who can delete records?
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.”
Where do Chatter Feeds Display?
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
What are Chatter Groups?
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.
T or F. You can enable Chatter in your organization without updating to the new look and feel?
False. Enabling Salesforce Chatter also enables the new user interface theme, which updates the look and feel of
What happens if chatter is enabled in an org with 15 or fewer users?
all users automatically follow each other.
True or False? Chatter is not available for Mobile Users?
False. You can enable Salesforce Chatter for Salesforce Mobile users by including the News Feed object in your mobile configurations' data sets.
Which fields cannot be followed in Chatter?
Auto-number, formula, and roll-up summary fields
- Encrypted and read-only system fields
- The Expected Revenue field on opportunities
What is the Cloud Scheduler?
Cloud Scheduler allows you to request meetings with your customers, and have your customers select when they can meet
before you confirm the meeting.
How does Cloud Scheduler Work?
When you use Cloud Scheduler to request a meeting, 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. tracks all the responses so you can pick the best time to meet when you confirm the meeting.
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.
False. You must have at least read access to the contacts, leads and person accounts that you request a meeting with.
How many people can you send an invite to at a time using Cloud Scheduler?
You can invite up to 50 people to a meeting.
Which object cannot use sharing rules to manage access?
a. Custom object
b. Standard object
c. Child to a parent object
d. Managed Package
d. Managed Package
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
a. Create new App, select logo, assign profile
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
b. Salesforce will not allow user to upload data
Which permission allows a user to create a new solution?
a. Edit
b. Read
c. Create
d. Delete
c. Create
If you delete a case, which two also get deleted?
a. Account
b. Solution
d. Attachments
d. Attachments
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.
a. The user and all those who have access to the dashboard
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.
a. Summary and Matrix reports