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128 Cards in this Set
- Front
- Back
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Which of the following options would be used to limit the number of records and assist with data consistency?
a. Picklist and dependent picklist fields b. Custom lookup fields and lookup filters c. Custom formula fields d. Record types and page layouts e. Workflow field updates |
b. Custom lookup fields and lookup filters
http://help.salesforce.com/apex/HTViewHelpDoc?id=fields_lookup_filters.htm |
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If you wanted to make a report that shows sales growth year over year, which logical command would you use?
a. priorval custom field + modifier b. prevGroupVal c. Parentgroupval d. preVal |
b. prevGroupVal
See: https://help.salesforce.com/HTViewHelpDoc?id=reports_summary_functions_about.htm&language=en_US |
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Which of the following are some of the capabilities of a Live Agent?
a. Skills b. Live Agent Chat Queues c. Pre-Chat Forms and Post-Chat Pages d. Knowledge chatlet and the Articles tool e. All of the above |
e. All of the above
Needs better answers. https://help.salesforce.com/HTViewHelpDoc?id=live_agent_using_console.htm&language=en_US |
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How would you configure a profile to find duplicate records?
a. read,edit b. view all c. merge d. delete |
b. view all
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In a two-step approval process where the first step is a hiring manager and second is the appropriate director, which of the following relationship types would a system administrator use to establish a relationship between the two approvers?
a. Master detail relationship b. Look up relationship c. Hierarchical relationship d. Sibling relationship |
c. Hierarchical relationship
[[More research, longer answers]] https://help.salesforce.com/HTViewHelpDoc?id=overview_of_custom_object_relationships.htm&language=en_US |
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If a company uses two custom objects, named "Position" and "Job Opening," that are in a master-detail relationship; and if the Position object's organization-wide defaults (OWDs) are set to private; what action can be done to allow users to edit the Position records?
a. create a custom profile for the users and grant edit access b. grant edit access via permission set c. create a new role hierarchy for users with respect to position object so that edit access will roll up d. create sharing rule in position object |
d. create sharing rule in position object
https://help.salesforce.com/HTViewHelpDoc?id=overview_of_custom_object_relationships.htm&language=en_US |
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If my boss is always traveling and rarely brings his computer (because he loves his Android tablet), how can I make it convenient for the CEO to approve requests from his organization?
Choose 2 answers. a. Enable email approval b. Enable chatter feed approval c. Enable Mobile Lite for Approval Processes d. Enable SMS/IM approval |
a. Enable email approval
b. Enable chatter feed approval See also: https://help.salesforce.com/HTViewHelpDoc?id=wf_approval_settings.htm&language=en_US https://help.salesforce.com/apex/HTViewHelpDoc?id=approvals_for_chatter_enabling.htm&language=en |
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When can a user become an owner of a record without being a record creator?
Choose 2 answers. a. If the record is in a queue b. If person is above the owner of the record in role hierarchy c.If he is already a record owner d.if someone shares the record to the record owner |
a. If the record is in a queue
b. If person is above the owner of the record in role hierarchy See also: https://help.salesforce.com/apex/HTViewHelpDoc?id=queues_overview.htm&language=en https://help.salesforce.com/apex/HTViewHelpDoc?id=data_about_transfer.htm&language=en |
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What would you use to make sure that a field's contents are restricted to acceptable values?
a. workflow formula field update b. validation rules c. auto response rule d. workflow field update |
b. validation rules
http://help.salesforce.com/HTViewHelpDoc?id=fields_about_field_validation.htm&language=en_US |
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Your boss wants you to have a field change to a certain value when the opportunity is changed to Closed-Won. How do you do this in Salesforce.com?
a. auto response rule on the parent account b. workflow field update on opportunity c. escalation rule on the parent account d. validation rule update on opportunity |
b. workflow field update on opportunity
"Field updates are actions associated with workflow rules, approval processes, or entitlement processes. " https://help.salesforce.com/HTViewHelpDoc?id=workflow_defining_field_updates.htm&language=en_US |
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What would cause a required field to not be populated on some records?
Choose 2 answers. a. The field is hidden b. The field is not in the page layout c. The field is set to Read Only d. The field is protected by field level security |
b. The field is not in the page layout
c. The field is set to Read Only |
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A custom object was created such that only the system administrator has create, read, edit and delete permissions. Now the VP wants access and he'd like some regular users (Standard Profile) to have the same access. What's the best way for you to configure Salesforce.com to handle the VP's request?
a. Permission Set for VP and Standard User b. Add CRED to VP and Standard User profile c. Create a custom profile and add VP and Standard User d. Give "modify all" to both VP and Standard User |
a. Permission Set for VP and Standard User
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What tool would you use to automate a process so a parent case is closed, the child case automatically closes?
a. Workflow rule field update b. Auto response rule c. Apex trigger d. Validation rule field update |
c. Apex
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How can you make sure that a field will be visible on 2 profiles only?
a. validation rules b. Field-Level Security c. workflow field update d. create a page layout and hide the field |
b. use Field-Level Security
See "Important": http://help.salesforce.com/HTViewHelpDoc?id=customize_layoutoverview.htm&language=en_US |
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What permissions would you need if you want to merge accounts with related lists of cases and opportunity?
a. edit on Opportunity and Cases objects b. delete on the Account object c. delete on Account objects and edit on Opportunities and Cases d. edit on Account objects and edit on Opportunities and Cases e. edit on Account objects and delete on Opportunities and Cases |
c. delete on Account objects and edit on Opportunities and Cases
https://help.salesforce.com/HTViewHelpDoc?id=account_merge.htm&language=en_US |
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What can a Sales Representative see once he clicks on the Forecast (Collaborative) tab? Select all that apply
a. Forecast Categories b. Opportunity list column c. Data Source d. Forecast Range e. Quotas f. none of the above |
a. Forecast Categories
b. Opportunity list column d. Forecast Range e. Quotas |
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What tool would you use if you wanted to create a report that would compare results over time based on specific criteria?
a. analytic snapshots b. custom report types (CRT) c. Standard Report d. Exception Report |
a. analytic snapshots
http://help.salesforce.com/HTViewHelpDoc?id=data_about_analytic_snap.htm&language=en_US |
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What happens to related opportunities when the account is assigned to multiple territories in one operation?
a. All opportunities are combined under the auto-created parent opportunity. b. The opportunity must be manually assigned to a territory. c. The opportunity gets auto assigned to a territory. d. The opportunity keeps is existing territory assignment. |
b. The opportunity gets manually assigned to a territory
http://help.salesforce.com/apex/htviewhelpdoc?id=territories_opps.htm |
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What would you check to see whether a workflow failed?
a.debug log b.workflow log c.integration log d.failed work flow log |
a. debug log
http://help.salesforce.com/HTViewHelpDoc?id=code_debug_log.htm&language=en_US |
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What access can users have to Accounts and Opportunities when territory management is enabled?
a. Transfer and Delete opportunities regardless of the owner of the record b. View Account records regardless of the account record owner. c. Edit, Transfer and Delete Opportunity records regardless of the record of the owner. d. Edit Opportunity records regardless of the account owner |
b. View Account records regardless of the account record owner.
[[view and edit choices]] "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." https://help.salesforce.com/apex/HTViewHelpDoc?id=territories_def.htm&language=en |
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A Recruiting User needs to setup an object relationship between the Position object and the Job Applicant object so that a Position record can have many applicants and Job Applicant can apply for many positions.
He also needs this in a setup where deleting a Job Application record will delete all information related to the job applicant in the Position object. What can a system administrator do to fulfill the requirement? a. Create a lookup relationship using a junction object. b. Create a many-to-many master-detail relationship using a junction object. c. Create a lookup relationship only on the parent object. d. Create a master-detail relationship only on the child object. |
b. Create a many-to-many master-detail relationship using a junction object.
See also: https://help.salesforce.com/HTViewHelpDoc?id=overview_of_custom_object_relationships.htm&language=en_US |
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What can an administrator do to enable customer-submitted service requests? Choose two answers.
a. Enable live agent on the company website b. Enable chatter answers c. Enable the service cloud console on the company website d. Enable case feed on the company website |
a. Enable live agent on the company website
b. Enable chatter answers https://help.salesforce.com/apex/HTViewHelpDoc?id=questions_portal_overview.htm&language=en https://help.salesforce.com/HTViewHelpDoc?id=live_agent_overview.htm&language=en_US |
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A system administrator needs to merge duplicate accounts with duplicate contacts, how can this be accomplished?
a. Merge accounts and select the option to merge duplicate contacts. b. Merge duplicate accounts and then merge duplicate contacts. c. Merge duplicate contacts and then duplicate accounts. d. Merge duplicate accounts and duplicate contacts will automatically be merged. |
b. Merge duplicate accounts and then merge duplicate contacts
https://help.salesforce.com/apex/HTViewHelpDoc?id=contacts_merge.htm&language=th |
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How can additional permissions be given to a user without editing the profile itself? Choose two answers.
a. permission set b. delegated administration c. sharing rule d. role hierarchy |
a. permission set
b. delegated administration http://help.salesforce.com/HTViewHelpDoc?id=defining_delegated_administrators.htm&language=en_US https://help.salesforce.com/HTViewHelpDoc?id=perm_sets_overview.htm&language=en_US |
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If a system administrator has unchecked the "Enable Content Pack Creation" setting, what can users do with content packs?
a. Users can modify existing content packs. b. Users can only edit description and title of existing content packs c. Users cannot do anything to existing content pack |
b. Users can only edit description and title of existing content packs
https://help.salesforce.com/htviewhelpdoc?id=content_settings.htm&siteLang=en_US |
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Which value rolls up for both customizable and collaborative forecasting?
a. Expected revenue b. Quota c. Opportunity amount d. Amount |
c. Opportunity amount
https://help.salesforce.com/HTViewSolution?id=000176778&language=en_US Note: the H&T validation for this answer needs to be more complete. |
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Universal Containers needs to use a different pricebook for sales representatives in each of the US, LATAM, EMEA, and APAC regions. What should the system administrator do?
a. Create a separate pricebook for each region. b. Add a different list price for products depending on the region. c. Clone the standard pricebook and create separate pricebooks for each region. |
c. Clone the standard pricebook and create separate pricebooks for each region.
https://help.salesforce.com/apex/HTViewHelpDoc?id=pricebooks_clone.htm&language=en_US |
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A manager wants a report that shows the following:
1. All Accounts with Opportunities having a Closed-Won status. 2. All Accounts having Closed Cases status. What can you do as a system administrator to meet this requirement? a. Create a joined report b. Create a custom report type c. Create a Standard report type with crossfilter d. Analytic Snapshots |
a. Create a joined report
"A joined report can contain data from multiple standard or custom report types. You can add report types to a joined report if they have relationships with the same object or objects." https://help.salesforce.com/apex/HTViewHelpDoc?id=reports_joined_format_overview.htm&language=en |
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A system administrator wants to change the field type from a lookup field to a master-detail field.What must the system administrator check in order for the change to be implemented successfully?
a. Make sure that the lookup value is set to Required. b. Make sure that all lookup fields in all records contain a value. c. Make sure that the lookup field has a related record. |
b. Make sure that all lookup fields in all records contain a value.
"A lookup cannot be converted to a master detail relationship if there are any existing records on the object that have a null value set for the lookup relationship." See: http://help.salesforce.com/HTViewHelpDoc?id=notes_on_changing_custom_field_types.htm&language=en_US See also: http://help.salesforce.com/HTViewHelpDoc?id=relationships_considerations.htm&language=en_US |
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James, a recruiting manager, needs a picklist field implemented on the Position object by the end of the week. Matt, the system administrator, is too busy to fulfill the requirement. What should Matt do to prevent this from happening again?
a. Make James a delegated administrator for the Recruiting app. b. Make James a delegated administrator for the Position object. c. Assign James the "Modify All Data" permission set. d. Change the organization-wide defaults for the Position Object to Public Read/Write. |
[[delegate of Marketing App]]
b. Make James a delegated administrator for the Position object. |
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A set of Cases records with a specific record type needs to be restricted so that only a Support manager and four Support users have access. What can you do as a system administrator to meet this requirement?
a. Remove the record type access for all users except the 5 mentioned. b. Give the "View All Data" permission to the 5 mentioned users using permission sets. c. Create a new profile and assign the 5 users to the new profile. d. Create a criteria-based sharing rule for the 5 users. |
d. Create a criteria-based sharing rule for the 5 users.
See: https://help.salesforce.com/apex/HTViewHelpDoc?id=security_sharing_cbs_about.htm&language=en |
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Which of the following data enrichment options is available to a system administrator through the Social Accounts, Contacts, and Leads feature?
a. Use Facebook to import educational background b. Use the Company's salesforce Facebook account c. Use Linkedln to import educational background d. Use Twitter to view recent tweets posted by a contact |
d. Use Twitter to view recent tweets posted by a contact
https://help.salesforce.com/apex/HTViewHelpDoc?id=contacts_social_overview.htm&language=en The wrong choices on the list should be improved. |
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A lead needs to be assigned automatically to a Sales Rep if there has been no action on the account after 10 days. And the Deal status should be set to "Stalled" after it has been approved by a Manager. Which automation processes can a system administrator use?
a. Validation Rule. Assignment rule. Approval Process. b. Assignment Rule. Approval Process. Workflow Rule c. Assignment Rule, Approval Process. d. Assignment Rule. Auto-Response Rule, Workflow Rule |
c. Assignment Rule, Approval Process.
Note: You can use the same Workflow Actions in Approval Processes that you use in Workflow. Therefore, this is the simplest answer. |
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What is true about Salesforce Communities? Choose two answers.
a. Ideas tab is used by community users to submit, like and promote Ideas b. Communities can only be used by internal salesforce users. c. Reputation level is the same across all communities. d. Crowd-sourced Knowledge is accessible in Q&A tab. |
a.Ideas tab is used by community users to submit, like and promote Ideas
d.crowd sourced Knowledge in Q&A tab https://help.salesforce.com/apex/HTViewHelpDoc?id=ideas_about.htm&language=en https://help.salesforce.com/apex/HTViewHelpDoc?id=questions_portal_overview.htm&language=en |
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What can a system administrator do to simplify searching in Knowledge for users? Choose three answers.
a. Create synonyms b. Create Knowledge Categories c. Enter predefined search input (autocomplete) d. Filter by Language |
a. Create synonyms
b. Create Knowledge Categories d. Filter by Language for a, see: https://help.salesforce.com/apex/HTViewHelpDoc?id=knowledge_article_search_stemming.htm&language=en_US for b & d see "Using Filters to Narrow Your Results list" https://help.salesforce.com/apex/HTViewHelpDoc?id=knowledge_article_search.htm&language=en |
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Which tools would you use to deploy metadata from one organization to either a RELATED or UNRELATED organization? Choose two answers.
a. Change sets b. Force.com IDE c. Unmanaged Packages d. Force.com Migration Tool |
b. Force.com IDE
d. Force.com Migration Tool https://help.salesforce.com/apex/HTViewHelpDoc?id=deploy_special_behavior.htm&language=en_US |
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Which deployment tool would you use to deploy metadata from one organization to a RELATED organization?
a. Change sets b. Force.com IDE c. Unmanaged Packages d. Force.com Migration Tool |
a. Change sets
IDE and Migration Tool will work, but Change sets are considered Salesforce best practice in this case. https://help.salesforce.com/apex/HTViewHelpDoc?id=deploy_special_behavior.htm&language=en_US |
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A user reports that a field can no longer be seen in a given page layout. What can a system administrator use in order to troubleshoot this?
a. View the Setup Audit Trail b. Use Field History Tracking c. View the system log d. Perform a Field Audit |
a. View the Setup Audit Trail
https://help.salesforce.com/HTViewHelpDoc?id=admin_monitorsetup.htm&language=en_US |
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Dylan has submitted a vacation request for approval by his manager, but the manager is not receiving any email alerts. What can you use in order to troubleshoot the issue? Choose two answers.
a. Email log b. The Setup Audit Trail c. Debug Log d. A Time-Based Workflow |
a. Email Log
c. Debug Log https://help.salesforce.com/HTViewHelpDoc?id=email_logs.htm&language=en_US http://help.salesforce.com/HTViewHelpDoc?id=code_debug_log.htm&language=en_US |
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Which permission do you need to manage entitlements? Choose two answers.
a. "Manage Entitlements" b. "Customize Application" c. "Customize Entitlement" d. "Manage Application" |
a. "Manage Entitlements"
b. "Customize Application" http://help.salesforce.com/apex/HTViewHelpDoc?id=entitlements_giving_users_access.htm&language=en_US |
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A change set that has already been submitted for deployment is missing a component. What can you do in order to correct the issue?
a. Deploy the change set and then submit another change set for deployment b. Edit the change set, deactivate it and then add the missing component c. Create another change set containing all components and deploy it d. Clone the change set. edit the components and deploy it |
d.Clone the change set, edit the components and deploy it
http://help.salesforce.com/HTViewHelpDoc?id=t_changesets_clone.htm&language=en_US |
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List the different prices that are available for a product. Choose three answers.
a. Sales Price b. Product Price c. Discounted List Price d. List Price e. Standard Price |
a. Sales Price
d. List Price e. Standard Price See: https://help.salesforce.com/HTViewHelpDoc?id=products_prices.htm&language=en_US |
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Your organization's VP of Sales wants to automatically add the account name to an opportunity name once a record is saved. How can this be done?
a. Use an Apex Trigger b. Enforce an opportunity naming guideline for Sales Reps c. Create a Workflow Rule with an immediate workflow trigger to update the opportunity name field using concatenate d. Use validation to update the field |
c. Create a Workflow Rule with an immediate workflow trigger to update the opportunity name field using concatenation
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How can you, as a System Administrator, enforce standardization of tags in libraries? Choose two answers.
a. Enable restrictive tagging b. Change Tagging Field to multiselect picklist c. Enable workflow to send email alert for unnamed tags d. Guided tags |
a. Enable restrictive tagging
d. Guided tags https://help.salesforce.com/HTViewHelpDoc?id=content_tagging_rules.htm&language=en_US |
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How can a system administrator ensure that an Account Name is unique?
a. Make the account name field unique b. Use the HLOOKUP operator in a validation rule for the account name c. Use the VLOOKUP operator in a validation rule for the account name d. Use an APEX Trigger |
d. Use an APEX Trigger
See: http://help.salesforce.com/HTViewHelpDoc?id=customize_functions.htm&language=en_US Standard fields can't be made unique or required. See: http://help.salesforce.com/apex/HTViewSolution?id=000004988&language=en_US |
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What are some things to consider before using FORCE.COM IDE? Choose three answers.
a. target environment b. username and password c. metadata components d. inbound and outbound change sets |
a. target environment;
b.username and password; c.metadata components |
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What are the similarities of customizable and collaborative forecasting? Choose two answers.
a. Monthly and Quarterly Forecasts b. Quotas c. Territory management d. Submit Forecast |
a. Monthly and Quarterly Forecasts
b. Quotas https://help.salesforce.com/HTViewHelpDoc?id=faq_forecasts3_whats_difference_between_versions.htm&language=en_US |
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What should a system administrator consider before using territory management? Choose three answers.
a. Once enabled it cannot be disabled b. It does not work in parallel with sharing functions c. You need to contact Salesforce to have it enabled d. Forecasts are derived from Territory hierarchy not Role hierarchy |
a. Once enabled it cannot be disabled;
c. You need to contact Salesforce to have it enabled; d. Forecasts are derived from Territory hierarchy not Role hierarchy https://help.salesforce.com/HTViewHelpDoc?id=territories_enable.htm&language=en_US |
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Universal Containers has a custom field on its contact record called "Salary" that is hidden for all profiles except the system administrator. The administrator has been asked to grant "Read-Only" access to the Salary field to the recruiters and assistants. The recruiters and assistants currently have different profiles.
How can the administrator meet this requirement? Choose two answers. A. Change the access levels in the Recruiter and Assistant profiles to Read-Only for the Salary field. B. Create a sharing rule for the Contact object using criteria-based sharing on the Sales object. C. Create a permission set with Read-Only access to the Salary field and assign it to the assistant and recruiter users. |
A. Change the access levels in the Recruiter and Assistant profiles to Read-only for the Salary field.
C. Create a permission set with Read-only access to the Salary field and assign it to the assistant and recruiter users. |
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Sales representatives are reporting trouble syncing quotes with their related opportunities. What is a possible explanation for this problem? Choose two answers.
A. The attached currency is no longer active. B. The quote contains an archived list price. C. The quote is attached to a closed opportunity. D. The user does not have Edit permissions on the quote. |
A. The attached currency is no longer active. ; B. The quote contains an archived list price.
https://help.salesforce.com/HTViewHelpDoc?id=quotes_sync_troubleshooting.htm&language=en_US |
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What should an administrator consider when setting up and maintaining Salesforce Knowledge? Choose three answers.
A. Data category visibility is assigned through roles and profiles B. Article version numbers must be assigned by a Knowledge Manager for tracking C. Enabling certain Knowledge features on a user record requires licensing. D. Knowledge settings must be configured to allow users to create an article from a case E. Solution category browsing must be enabled in Solution settings. |
A. Data category visibility is assigned through roles and profiles.
C. Enabling certain Knowledge features for a user will require a Knowledge license for that user. D. Knowledge settings must be configured to allow users to create an article from a case. http://help.salesforce.com/HTViewHelpDoc?id=knowledge_setup.htm&language=en_US |
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Universal Containers has a requirement to report on opportunities where the probability has dropped beneath 50%. The administrator has created a custom checkbox as a way to identify these records.
What else should the administrator do to meet this requirement? A. Enable field history tracking on the field and include the history in the report filter B. Create an approval process that submits the opportunity for approval when the custom checkbox is true C. Create a workflow rule that updates the field when the probability drops below 50% D. Build a validation rule that displays an error |
C. Create a workflow rule that updates the field when the probability drops below 50%.
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The sales manager at Universal Containers wants to see all opportunities that do not have any activities.
Which report type could be used to meet this requirement? Choose two answers. A. A custom report type with Opportunity as the primary object and Activity as the secondary object B. An opportunity report with a cross-object filter of opportunities without activities C. A joined report using an opportunity report in Block A; a task and event report filtered by tasks for Block B D. A standard opportunity filtered by the field Last Activity and a custom date range that is blank |
B. An opportunity report with a cross-object filter of opportunities without activities ;
D. A standard opportunity filtered by the field Last Activity and a custom date range that is blank |
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If you wanted to force users to enter a permissible value, which standard functionality would be best?
a. Picklist and dependent picklist fields b. Custom lookup fields and lookup filters c. Custom formula fields d. Record types and page layouts e. Workflow field updates |
a. Picklist and dependent picklist fields
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Which Salesforce feature would you use in order to display only relevant fields and reduce unnecessary data?
a. Picklist and dependent picklist fields b. Custom lookup fields and lookup filters c. Custom formula fields d. Record types and page layouts e. Workflow field updates |
d. Record types and page layouts
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Which actions can you add to a milestone? (Choose three answers.)
a. Success actions b. Repeat actions c. Warning actions d. Violation actions |
a. Success actions
c. Warning actions d. Violation actions http://help.salesforce.com/apex/HTViewHelpDoc?id=entitlements_milestones_overview.htm&language=en_US |
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You can cancel pending actions in the entitlement process queue.
a. True b. False |
a. True
http://help.salesforce.com/HTViewHelpDoc?id=entitlement_process_queue.htm&language=en_US |
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An administrator must select milestones from an existing list of available milestones.
a. True b. False |
b. False
http://help.salesforce.com/HTViewHelpDoc?id=entitlements_setting_milestones.htm&language=en_US |
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Place the following steps in the correct order to create an entitlement process:
- Select the Active check box to enable the process. - Click Save. - Choose the criteria for cases to enter and exit the entitlement process. - Click New Entitlement Process. - Enter a name and description. - Click Your Name | Setup | Customize l Entitlement Management | Entitlement Processes |
1. Click Your Name | Setup | Customize l Entitlement Management | Entitlement Processes
2. Click New Entitlement Process. 3. Enter a name and description. 4. Select the Active check box to enable the process. 5. Choose the criteria for cases to enter and exit the entitlement process. 6. Click Save. |
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To set up an entitlement process, what must you do?
a. Set up service contracts with contract line items and entitlements b. Specify actions that you'll add to your entitlement process c. Set up milestones that you will add to the entitlement process d. Delete all pending actions in the entitlement process queue |
c. Set up milestones that you will add to the entitlement process
http://help.salesforce.com/HTViewHelpDoc?id=entitlements_process_setting_up.htm&language=en_US |
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Regardless of the entitlement model used, which page layouts might you want to customize?
a. Entitlements page layout b. Case page layouts c. Account page layouts d. Contact page layouts e. Asset page layouts f. all of the above g. none of the above |
f. all of the above
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Your support process is NOT based on individual service contracts. Which steps should you perform when setting up entitlements?
a. Set up service contracts b. Set up contract line items c. Set up both service contracts and contract line items d. Customize entitlements fields and the entitlements page layout |
d. Customize entitlements fields and the entitlements page layout
https://help.salesforce.com/HTViewHelpDoc?id=entitlements_setting_up.htm&language=en_US |
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What is the first step before setting up entitlements?
a. Specify the entitlements-related lookup filters on cases b. Enable entitlement management c. Set up service contracts d. Customize entitlements fields |
b. Enable entitlement management
https://help.salesforce.com/HTViewHelpDoc?id=entitlements_setting_up.htm&language=en_US |
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Which of the following features is NOT unique to Salesforce Knowledge?
a. Article Types b. Categories c. Synonym Search d. Custom Page Layouts |
d. Custom Page Layouts
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Salesforce Knowledge offers administrators the ability to fully customize the way an article type displays to an end user.
a. True b. False |
a. True
https://help.salesforce.com/apex/HTViewHelpDoc?id=knowledge_whatis.htm&language=en |
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Which of the following is NOT true about article types in Salesforce Knowledge?
a. An organization must have 2 article types to enable Knowledge. b. Article Types are typically short HTML documents. c. Article Types may include attachments. d. Article Types should enable 'actionable' content. |
a. An organization must have 2 article types to enable Knowledge.
https://help.salesforce.com/apex/HTViewHelpDoc?id=knowledge_article_types_create.htm&language=en_US |
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Salesforce Knowledge offers the ability to store PowerPoint files, PDFs, office documents, and any other type of file with no restriction on size or length.
a. True b. False |
b. False
File size is limited in Knowledge. See: https://help.salesforce.com/apex/HTViewHelpDoc?id=collab_files_size_limits.htm&language=en See also: https://help.salesforce.com/HTViewHelpDoc?id=collab_files_differences.htm&language=en_US |
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Which of the following is a typical user of Salesforce Knowledge?
a. Support Agent b. Sales Rep c. End Customer d. Internal Training Team e. All of the above |
e. All of the above
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Which Visual Workflows element would you use to prompt a phone rep to wrap up a cross-selling function and end the call with a customer?
a. Step b. Screen c. Decision d. Assignment |
b. Screen
See: https://help.salesforce.com/apex/HTViewHelpDoc?id=vpm_designer_elements_screen.htm&language=en_US See also: https://help.salesforce.com/apex/HTViewHelpDoc?id=vpm_designer_elements.htm&language=en_US |
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Which Visual Workflows element would you add to a flow to create a new opportunity record?
a. Record Update b. Record Lookup c. Record Delete d. Record Create |
d. Record Create
See: https://help.salesforce.com/apex/HTViewHelpDoc?id=vpm_designer_elements_record_create.htm&language=en_US See also: https://help.salesforce.com/apex/HTViewHelpDoc?id=vpm_designer_elements.htm&language=en_US |
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When working with Visual Workflow, what element would you use to set an opportunity name variable to "Product Promotion"?
a. Record Update b. Record Create c. Assignment d. Decision |
c. Assignment
See: https://help.salesforce.com/apex/HTViewHelpDoc?id=vpm_designer_elements_assignment.htm&language=en_US See also: https://help.salesforce.com/apex/HTViewHelpDoc?id=vpm_designer_elements.htm&language=en_US |
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Which element would you use to route a Visual Workflow differently based on whether the customer is interested in the product promotion, shipping promotion, or not interested?
a. Step b. Screen c. Decision d. Assignment |
c. Decision
See: https://help.salesforce.com/apex/HTViewHelpDoc?id=vpm_designer_elements_decision.htm&language=en_US See also: https://help.salesforce.com/apex/HTViewHelpDoc?id=vpm_designer_elements.htm&language=en_US |
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What are the different ways a Visual Workflow "flow" can be deployed? (Choose three answers.)
a. Custom button b. Custom link c. Visualforce page d. Apex Trigger e. Field Updates |
a. Custom button
b. Custom link c. Visualforce page https://help.salesforce.com/HTViewHelpDoc?id=vpm_admin_flow_overview.htm&language=en_US |
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How many versions of any given flow, created with Visual Workflow, can be active at one time?
a. 1 b. 2 c. 3 d. 4 |
a. 1
see: http://help.salesforce.com/HTViewHelpDoc?id=vpm_admin_flow_detail.htm&language=en_US |
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How can content types be used in CRM Content? (Choose two answers.)
a. With library rules, to limit the number of libraries created. b. With validation rules, to capture complete data. c. With upload rules, to limit the size of content files. d. With content fields, to control the content detail page layout. |
b. With validation rules, to capture complete data.
d. With content fields, to control the content detail page layout. See: https://help.salesforce.com/HTViewHelpDoc?id=content_initialsetup.htm&language=en_US |
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Which feature license is required to use Content?
a. Salesforce CRM Content User b. Salesforce CRM Content Contributor c. Salesforce CRM Content Creator d. Salesforce CRM Content Manager |
a. Salesforce CRM Content User
See: https://help.salesforce.com/HTViewHelpDoc?id=content_initialsetup.htm&language=en_US |
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What is the maximum file size that can be uploaded in CRM Content?
a. 10GB b. 100MB c. 2GB d. 500MB |
c. 2GB
See: https://help.salesforce.com/HTViewHelpDoc?id=collab_files_differences.htm&language=en_US |
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How can a system administrator enforce a requirement that a custom Region field contain a value regardless of how the lead is created?
a. Make the Region field universally required. b. Make the Region field required on the page layout. c. Create a validation rule on the Region field. |
c. Create a validation rule on the Region field.
See: http://help.salesforce.com/HTViewHelpDoc?id=fields_about_field_validation.htm&language=en_US |
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Assuming that the training sandbox will contain approximately 500MB of production data and be refreshed after daily training sessions, which type of sandbox can be used to train users on new functionality that has recently been deployed to production?
a. Full Sandbox b. Partial Data Sandbox c. Developer Pro Sandbox d. Developer Sandbox |
c. Developer Pro Sandbox
See also: https://help.salesforce.com/htviewhelpdoc?id=create_test_instance.htm&siteLang=en_US |
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Which deployment tools allow you to manage changes in a source-code control system? (There are two answers.)
a. Change sets b. Force.com IDE c. Force.com Migration Tool d. Data Loader |
b. Force.com IDE
c. Force.com Migration Tool |
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Suri only has the "read" permission for the case object on her profile. A criteria-based sharing rule gives her read/write access to product support cases. Will Suri be able to edit product support cases?
a. Yes b. No |
b. No
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Both a sharing rule and an account team give Jose access to the Dixon Chemical account. The sharing rule gives him read access, and the account team gives him read/write access. Will Jose be able to edit the Dixon Chemical account?
a. Yes b. No |
a. Yes
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Tom's account page layout makes the Rating field required, but his field-level security settings make the field read-only. Will Tom be able to edit the Rating field?
a. Yes b. No |
b. No
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What happens when an administrator creates a custom tab for a custom object? Choose three answers.
a. The custom object has a home page. b. Users can search for records of the custom object. c. New records of the custom object can only be accessed from the related list on the parent record. d. A custom app containing the custom tab is automatically created. e. New records of the custom object can be created from the sidebar. |
a. The custom object has a home page.
b. Users can search for records of the custom object. e. New records of the custom object can be created from the sidebar. See: https://help.salesforce.com/apex/HTViewHelpDoc?id=creating_custom_object_tabs.htm&language=en |
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Which statement is TRUE for a master-detail relationship? (Choose two answers.)
a. Record access of detail records are controlled by the master record. b. A master record and a related detail record can have different owners. c. Deleting a master record, also deletes the detail record d. A detail record can be shared using sharing rules. |
a. Record access of detail records are controlled by the master record.
c. Deleting a master record, also deletes the detail record See: https://help.salesforce.com/HTViewHelpDoc?id=overview_of_custom_object_relationships.htm&language=en_US See also: http://help.salesforce.com/HTViewHelpDoc?id=relationships_considerations.htm&language=en_US |
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What is a benefit of creating a custom app for users?
a. Provides users with a place to share and install apps. b. Allows users to manage custom objects and tabs. c. Gives users access to the tabs and records they need. d. Differentiates standard and custom objects for users. |
c. Gives users access to the tabs and records they need.
http://help.salesforce.com/HTViewHelpDoc?id=dev_tabsets.htm&language=en_US |
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What privileges can be given to a delegated administrator? Choose three answers.
a. Modify the role hierarchy. b. Create and edit users. c. Assign users to specified profiles. d. Modify profile permissions. e. Manage custom objects. |
b. Create and edit users.
c. Assign users to specified profiles. e. Manage custom objects. http://help.salesforce.com/HTViewHelpDoc?id=admin_delegate.htm&language=en_US |
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Forecasting is an exact science and is the total of all the opportunities you are working on.
a. false b. true |
a. false
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Which forecasting schedule type would you use if you wanted a benchmark of how much should be sold within a certain time frame?
a. Quota b. Pipeline c. Forecast |
a. Quota
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Which of the following forecast schedule types consists of opportunities in various stages of maturity?
a. Pipeline b. Forecast c. Quota |
a. Pipeline
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Choose the Forecast schedule type that is a revenue projection that can be expressed in dollar amount, units of product family, or both.
a. Pipeline b. Forecast c. Quota |
b. Forecast
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Which of the following statements are true about an end user's forecast? (Select all that apply)
a. It is updated in the system every evening at 5 pm b. This aggregate can be dollars of revenue c. This aggregate can be units of product d. Rolls up according to the forecast hierarchy |
b. This aggregate can be dollars of revenue
c. This aggregate can be units of product d. Rolls up according to the forecast hierarchy |
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What are some of the considerations for enabling a custom fiscal year? (choose three answers)
a. This feature can be disabled once it is activated. b. Administrators should backup all data before enabling custom fiscal years. c. The structure of a custom fiscal year can only be defined from the available templates. d. It is possible to define non-standard quarter lengths using custom fiscal year. e. It is possible to define a non-standard number of quarters. f. Because standard fields can't be modified, the salesforce.com fiscal year will continue to apply to reports, quotas, forecasts, and so on. |
b. Administrators should backup all data before enabling custom fiscal years.
d. It is possible to define non-standard quarter lengths using custom fiscal year. e. It is possible to define a non-standard number of quarters. |
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Customizable Forecasting must be enabled by salesforce.com support.
a. False b. True |
False
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Standard fiscal years must start on January 1st.
a. False b. True |
a. False
"Standard fiscal years are periods that follow the Gregorian calendar, but can start on the first day of any month of the year. " http://help.salesforce.com/HTViewHelpDoc?id=admin_about_cfy.htm&language=en_US |
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With Customizable Forecasting you can forecast any of the following data. Choose three answers.
a. Amount b. Quantity c. Units of Product Family d. Units of Individual Products |
a. Amount
b. Quantity c. Units of Product Family |
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The Forecast Category on the Opportunity record maps directly, on a one-to-one basis, to the aggregates on the Forecast tab.
a. False b. True |
a. False
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Which of the following statements are true about the Opportunity field, "Stage"? Choose two answers.
a. There are 10 default stage values, based on a commonly used sales methodology. b. The list of default stage values cannot be edited or added. c. There are other sales methodologies that can be downloaded from the AppExchange and used within Salesforce. |
a. There are 10 default stage values, based on a commonly used sales methodology.
c. There are other sales methodologies that can be downloaded from the AppExchange and used within Salesforce. |
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Sales Rep Phil Smith has an opportunity for 55,000 in the Commit stage. Which aggregates on Phil's forecast will include this amount? Choose three answers.
a. Pipeline b. Best Case c. Commit d. Closed |
a. Pipeline
b. Best Case c. Commit See also: https://help.salesforce.com/HTViewHelpDoc?id=newforecasts_categories.htm&language=en_US |
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When using Customizable Forecasts, which forecast category is not included in the forecast?
a. Closed b. Omitted c. Pipeline d. Best Case |
b. Omitted
See also: https://help.salesforce.com/HTViewHelpDoc?id=newforecasts_categories.htm&language=en_US |
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When importing revenue quota data for Collaborative Forecasts using Data Loader what information must be included in the import file?
a. User record ID b. Start date of the forecast period c. User full name d. Quota amount e. Quota quantity |
a. User record ID
b. Start date of the forecast period d. Quota amount See also: http://help.salesforce.com/HTViewHelpDoc?id=forecasts3_enabling_quotas_in_forecasts.htm&language=en_US |
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Your company sells large mainframes that are delivered in one delivery but are paid for with several regular installments. What type of schedule should you set up?
a. Default Quantity Schedule b. Default Revenue Schedule c. Default Revenue and Quantity Schedule d. Don't create any default schedule |
b. Default Revenue Schedule
https://help.salesforce.com/HTViewHelpDoc?id=products_def.htm&language=en_US |
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In addition to setting the standard price, what must you also do in order to add a Product to a Custom Price Book?
a. Enter a Product Code. b. Enter a Product Description. c. Check the Active checkbox. d. Select a Product Family. |
c. Check the Active checkbox.
See also: https://help.salesforce.com/HTViewHelpDoc?id=products_prices.htm&language=en_US |
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Which of these steps should take place before setting a List Price for a Product? Choose two answers.
a. Update all items in the Standard Price Book. b. Update all items in the Custom Price Book. c. Create the Product d. Define the Product's Standard Price. e. Specify a Quantity or Revenue Schedule. |
c. Create the Product
d. Define the Product's Standard Price. See also: https://help.salesforce.com/HTViewHelpDoc?id=products_prices.htm&language=en_US |
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Your organization-wide defaults for Price Books are set to No Access, What should you do to enable your Sales Reps to view the South America Price Book and add Products in this Price Book to Opportunities?
a. Set the organization-wide defaults to Use, then manually change all non Sales Reps' access to No Access. b. Set the organization-wide defaults for all Sales Reps to Use c. Grant specific Use access rights to Sales Reps for the South America Price Book. d. Change all Custom Price Books' access for Sales Reps to Use. |
c. Grant specific Use access rights to Sales Reps for the South America Price Book.
See also "price books" section here: https://help.salesforce.com/HTViewHelpDoc?id=sharing_model_fields.htm&language=en_US |
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Your organization-wide defaults for access rights to Price Books are set to Use, but only Sales Reps should have access lo Price Books, What should be your first step?
a. Change the organization-wide default setting to No Access. b. Change the organization-wide default setting to View Only. c. Leave the organization-wide default setting, but change the Sales Reps' access rights. d. Change the Sales Reps' access rights to Use. |
a. Change the organization-wide default setting to No Access.
See also "price books" section here: https://help.salesforce.com/HTViewHelpDoc?id=sharing_model_fields.htm&language=en_US |
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Your company sells service contracts where the customer pays once a year for a monthly service package. What type of schedule should you set up?
a. Default Quantity Schedule b. Default Revenue Schedule c. Default Revenue and Quantity Schedule d. Don't create any default schedule |
a. Default Quantity Schedule
https://help.salesforce.com/HTViewHelpDoc?id=products_establish.htm&language=en_US |
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Your company sells large mainframes that are delivered in one delivery but are paid for with several regular installments. What type of schedule should you set up?
a. Default Quantity Schedule b. Default Revenue Schedule c. Default Revenue and Quantity Schedule d. Don't create any default schedule |
b. Default Revenue Schedule
https://help.salesforce.com/HTViewHelpDoc?id=products_establish.htm&language=en_US |
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You can track Assets through Accounts, Contacts, Products, or Cases.
a. False b. True |
b. True
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You can track only Assets sold by your company.
a. False b. True |
a. False
https://help.salesforce.com/apex/HTViewHelpDoc?id=assets_def.htm&language=en |
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Your organization sells a product that requires your customers to pay all at once but receive the product in increments. What should be your first step in setting up Product schedules?
a. Enable creation of Quantity Schedules. b. Enable creation of Revenue Schedules. c. Set up default Quantity schedules for Products. d. Set up default Revenue schedules for Products. |
a. Enable creation of Quantity Schedules.
https://help.salesforce.com/HTViewHelpDoc?id=products_def.htm&language=en_US |
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Which of the following statements about Standard and Custom Price Books are accurate? Choose two answers
a. A Standard Price Book includes a master list of all Products with their associated Standard Prices. b. A Custom Price Book includes a master list of all Products with their associated Custom Prices. c. A Custom Price Book is a subset of the Products listed in the Standard Price Book. |
a. A Standard Price Book includes a master list of all Products with their associated Standard Prices.
c. A Custom Price Book is a subset of the Products listed in the Standard Price Book. See also: https://help.salesforce.com/HTViewHelpDoc?id=pricebooks_overview.htm&language=en_US |
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In Collaborative Forecasts, which permissions are required in order to upload quota data for all users? Choose 2.
a. Manage Quotas b. Customize Quotas c. View all Forecasts d. Customize Forecasts e. View all data. f. Manage all data |
a. Manage Quotas
c. View all Forecasts |
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Which of the following is true about the Salesforce Console for Sales? (Choose 3 answers)
a. To assign Sales Console access permission, you must edit the user record. b. An add-on license is required for each user who needs to access the console. c. Edit user profiles to assign this license to a group of users. d. It is necessary to edit the user record to assign this license to a user. e. To activate the sales console, it is necessary to check the Sales Console permission checkbox in the appropriate permission set. |
b. An add-on license is required for each user who needs to access the console.
d. It is necessary to edit the user record to assign this license to a user. http://docs.releasenotes.salesforce.com/en-gb/winter14/release-notes/rn_186_sales_console_assign_psl.htm e. To activate the sales console, it is necessary to check the Sales Console permission checkbox in the appropriate permission set. http://docs.releasenotes.salesforce.com/en-gb/winter14/release-notes/rn_186_sales_console_assign_psl.htm |
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Which statements are true about publisher actions? (Select all that apply) A. Only object-specific publisher actions support the update action. B. Only global publisher actions support the Create, Log a Call, and Custom Actions. C. Object-specific actions automatically associate the record created with the record being viewed. D. Global actions have an automatic relationship between the record that is created and any other record. E. Global publisher actions display on the home page, the Chatter tab, and record detail pages. |
A. Only object-specific publisher actions support the update action. C. Object-specific actions automatically associate the record created with the record being viewed. E. Global publisher actions display on the home page, the Chatter tab, and record detail pages. |
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Which tools can be used to reduce the number of existing duplicate records? (Select all the Apply) A. Merge Wizard B. Dashboard Pack C. AppExchange solutions D. Apex Trigger |
A. Merge Wizard C. AppExchange solutions |
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What records can be cleaned and enriched using Data.com? (Select all that apply) A. Accounts B. Contacts C. Opportunities D. Campaigns E. Leads |
A. Accounts B. Contacts E. Leads |
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What type of information can be recorded in a debug log? (Select all that apply) A. Workflow B. Data Storage C. Validation D. Database E. License |
A. Workflow C. Validation D. Database |
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What functionality can be used to create a new related record when a user saves a record? A. Validation Rule B. Workflow Rule C. Visualforce Page D. Apex Trigger |
D. Apex Trigger |
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How can a Visualforce page be incorporated into the Salesforce UI? (Select all that apply) A. Creating a custom button or link B. Creating an Apex trigger C. Customizing a search layout D. Overriding a standard button |
A. Creating a custom button or link D. Overriding a standard button |
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What preparations should be completed prior to creating an approval process? (Select all that apply) A. Create email templates. B. Add approval steps. C. Set the process details. D. Enable Chatter Approvals. |
A. Create email templates. D. Enable Chatter Approvals. |
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What actions occur before a request enters the first approval step? A. Final approval actions B. Final rejection actions C. Initial Submission Actions D. Step Actions |
C. Initial Submission Actions |
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What tools are available to help troubleshoot issues with an approval process? (Select all the apply) A. Approval History related list B. Visualforce Pages C. Salesforce email logs D. Apex Triggers. |
A. Approval History related list C. Salesforce email logs |
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Which of the following is a typical user of Salesforce Knowledge? A. Support Agent B. Sales Rep C. Customer D. Internal Training Team E. All of the Above |
E. All of the Above |
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What is the purpose of Article Types? A. To make search results more accurate and relevant. B. To define the format and structures of articles. C. To ensure every article uses its own unique template. D. To determine which articles certain users can access. |
B. To define the format and structures of articles. |
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When the forecast type is Opportunities (Revenue), what fields determine the forecast? (Select all the apply) A. Opportunity Owner B. Total Price C. Split Amount D. Amount |
A. Opportunity Owner D. Amount |
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Tonya created a forecast report that shows the adjusted forecast amount by category. Allison also wants to see the raw rollup of opportunity amounts by category. What fields would you add to the report to meet this requirement? A. Owner Only Amount B. Amount Without Adjustments C. Amount Without Manager Adjustments D. Forecast Amount |
B. Amount Without Adjustments |
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When creating a custom report type for Collaborative Forecasts, which objects are supported? (Select all that apply) A. Forecasting Items B. Forecasting Quotas C. Forecasting Categories D. Accounts E. Opportunities |
A. Forecasting Items B. Forecasting Quotas E. Opportunities |
