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113 Cards in this Set
- Front
- Back
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IP range restrictions can be set at what level(s)
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Profile-based, org-wide
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List the standard profiles.
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System Administrator, standard user, marketing user, contract mgr, solution mgr, read-only
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An administrator must request Multiple Currencies from SFDC
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Once enabled
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Can login hours be set org-wide?
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No
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Steps for login authorization..
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Check profile login hours
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Check profile IP range
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if defined
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- If browser has SF cookie
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login is allowed
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- If within org IP range
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login is allowed
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How can users obtain a security token?
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1. By changing their password
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Customer portal and parter portal users do not need to activate computers to log in.
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True
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Can logins on specific days be restricted?
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Yes. By setting the start and end times on the profile login hours to the same value.
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What happens when a user is already logged in when restricted hours start?
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The system immediately ends the user's session.
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What profile permission is required for editing and deleting public tags?
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Tag Manager.
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How many instances of personal tags can be applied to records?
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5000
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If your company's fiscal year begins on February 1st and contains the 12 gregorian months
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do you need to enable custom fiscal years?
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As long as the fiscal year begins on the 1st of any month and follows the standard months
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then custom fiscal years are not required.
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Where do images for email templates
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Cloud Scheduler
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How do I find out my org's storage limits and used space?
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Company profile
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What does the default locale impact?
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The format of date and number fields.
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Which takes precedence: User's language setting or Company profile default language?
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User's language setting.
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Active currencies can be set at what level(s)
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Organization profile
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How does an administrator enable multi-currencies?
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Multi-currencies must be requested to SFDC.
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What are the different email template types?
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Text
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When using advanced currency management
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can a past exchange rate be changes?
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Name the three Tab settings
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Default On
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Once a custom field is deleted
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can it be restored?
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What is the only field type which can be a controlling AND a dependent field?
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custom picklist (field type is picklist... "custom"
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Can a checkbox be a dependent field
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No. Neither standard nor custom checkbox fields can be dependent. They can both be controlling.
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How many external ID's can you have per object?
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3
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How many custom/AppExchange apps can be installed in EE?
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10
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How many fields (columns) can be displayed on a Customizable Related List?
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10
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What is the maximum number of Suggested Solutions that can be displayed?
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10
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How many Roll-Up Summary fields can be created per object?
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10
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How many custom tabs can you have in EE?
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25
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How many custom objects can you have in PE
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50
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How many custom fields per object can you have in PE?
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100
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How many custom objectscan you have in EE?
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200
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What is the maximum number of members that can be added to a campaign using the wizard?
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250
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How many custom fields can you have per object in EE?
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500
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How many custom fields can you have per object in UE?
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500
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How many roles can be created per organization?
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500
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How many account or contact records can a standard user import per session?
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500
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How many custom objects can you have in UE?
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2000
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How many records can admins import using any of the import wizards?
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50000
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Describe the ways you can add Leads to a Campaign...
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Integrated Segmentation Wizard and Mass Updater - w/i Salesforce TBL to TBL
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Describe the parameters for using assignment rules (how many entries
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etc...)
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Describe when data validation rules are enforced...
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A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of true or false. Validation rules also include an error message to display to the user when the rule returns a value of true due to an invalid value
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Data validation rules are validated for a field or a record?
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Data validation rules are executed for an entire record.
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When one validation rule fails
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Salesforce continues to check any additional validation rules on that field or any other fields on the page and displays all appropraite error messages at once.
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What does a profile control?
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Tabs
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If you marketing team needed to add 10k existing leads to a campaign at once
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what would be the best way to do this?
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The Campaign ROI Analysis Report uses what calculation to determine the ROI percentage for a campaign?
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(Amount of Won Opportunities minus Actual Cost) / Actual Cost
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Describe the effect of enabling Custom Fiscal Year setting...
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* Once you enable custom fiscal years
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* Enabling or defining custom fiscal years impacts your forecasts
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reports
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o When you define a new custom fiscal year
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or when you change the length of any fiscal period
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o When you define a new custom fiscal year
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or when you change the length of any fiscal period
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o Forecast reports for a period after the last defined fiscal year cannot be grouped by period
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only by date.
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o To ensure your forecast reports have the most updated amounts
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view the forecast for the period included in the report before running a forecast report.
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* Your organization will not be able to use fiscal period columns in opportunity
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opportunity with product
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Explain how Salesforce allocates storage..
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1 GB for file & data
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What is the daily limit for email sendings per day per org?
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1000 emails.
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What are the storage limits for UE?
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1GB data storage and 1GB file storage
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What are the storage limits for PE?
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1GB data storage and 1GB file storage
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What are the storage limits for EE
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1GB data storage and 1GB file storage
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How long are deleted items kept in the Recycle Bin?
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30 days
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How many custom summary formulas can you have per report?
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5
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How many app can you install?
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5 for PE and 10 for EE (also take custom tab and object limits into consideration).
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What is the daily web-to-case limit?
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500 cases
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Who can create custom reports?
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Administrators or users with the "Manage Public Reports" permission in their profile.
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How many rows can be displayed in a report?
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2000. Reports containing more than 2000 rows can be exported to Excel for viewing.
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To export a report to Excell and keep all formating
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which option should be chosen? Export Details or Printable View?
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How many components can a dashboard have?
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20
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If you can see a dashboard component
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does that mean that you have access to the underlying report?
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A standard report type is similar to an inner join or an outer join?
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Inner join
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When creating Custom Report Types
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how many objects can you choose when defining which related records from different objects are returned in the report results?
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Name the 4 types of hovers
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Recent Items
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How many records can be printed from a list view?
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Up to 1000
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You can use inline editing to maintain all detail pages in the application except for....?
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Documents and Forecasts
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D) Closed Activities
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D
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D) anyone who has a login to IdeaExchange
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D
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What is a benefit of using and Import Wizard instead of the Data Loader
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Import Wizard has de-dup capabilities
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Where are folders used?
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Defining access at the folder level to reports
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When can inactive assignment rules be run on leads?
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During lead import.
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What limitations exist on approval steps?
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Each step can have up to 40 actions
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What is External ID and how is it useful?
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External ID is a flag available for a custom text
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T/F - Sharing rules are used to restrict access.
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False. Sharing rules can only expand access.
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Why might teams be utilized?
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For reporting and sharing.
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Describe the components of the Console tab:
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Frames
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What are the options available for calendar sharing?
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Hide Details: Others can see whether given times are available
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Hide Details and Add Events: Others can see whether given times are available
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but cannot see details of events. Other users can insert events in the calendar.
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Full Access: Others can see detailed information about events in the calendar
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insert events in the calendar
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List the functions of the Data Loader
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Insert
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What happens when a lead is converted?
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It becomes an Account
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List the differences between the Jumpstart Wizard and the Standard Approval Process Wizard:
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Jump Start Wizard only allows for a single approver.
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What information may be updated on the company profile?
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Language
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What objects in the Org Wide Defaults allow you to do a public read/write/transfer?
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Leads and Cases.
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For which objects MUST you create a business process?
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Oppotunities
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What do you need to do to be able to rename tabs?
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Log a case to enable the feature.
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Explain what a profile controls
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Login hrs
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Custom fields are deleted permanently after how many days?
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45
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Business processes apply to which objects?
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Leads
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Before creating record types for Leads
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Opportunities
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Which tabs are restricted from multiple record types?
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Home
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What happens if you add a picklist value to a field when there are multiple record types?
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You will be promted to select the record type that should include the new value.
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If I'm looking at a detail page
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how do I know what record type it is?
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Do users have to display the jump page every time they create a new record?
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No
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When using Territory Management
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can an opportunity be associated with multiple territories?
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When creating users
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does the alias need to be unique?
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Does access to folders respect the role hierarchy?
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No. Access to folders is explicit.
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Will a new workflow evaluate rules retroactively?
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No. Only from that moment forward.
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Data validation rules impact all supported objects except for...
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Forecasts and Territories
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Are data validation rules enforced via API?
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Yes
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List the objects for which Import Wizards are available:
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Contacts
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