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How is Role Different from the Profile?
• Profile helps to put restrictions on the Object where as the Role helps in opening the records to the users above the Role hierarchy• Profile manages the Salesforce.com License, Tabs Settings, Record types, Page layouts, General Settings, Administrator Settings etc; Role hierarchy does not do any of these things• Profile is Mandatory, Role is not
What are the different ways of making a field mandatory?
1. Page Layout:- Field can be made mandatory from the page layout when it needs to be made mandatory for a set of users2. Field Level Security:- Field can be made mandatory from the FLS when it needs to be made mandatory for all the users in the Organization and even from the API’s3. Validation Rule:- Field can be made mandatory from the Validation Rule when it needs to be made mandatory for user who is using the same Page layout used by other users
What are the Different Ways in which leads can be created in salesforce.com?
• Walk In to a company: User comes to the company office and then Salesforce.com rep manually creates the Lead• Data Base bought by the company and then leads loaded via Data Loader/Import Wizard in salesforce.com• Leads created because of the Campaigns, Seminars, and Tradeshows• Web to Lead:Users registering on the website of the company.• Email to Lead & SMS to Lead can be custom build for the Organization
Can a Contact be part of Partner Portal as well as Customer Portal in salesforce.com?
Yes, a contact can be part of a Partner Portal as well as Customer portal in salesforce.com.Customer Portal and Partner portal depend on the user object and are not related to the contact object. So to enable both portals for a Contact we need to create two users which will utilize two different salesforce.com licenses, one license for Customer portal and other for Partner portal. Both users created for a same contact will have two different profiles, One for Customer portal and other for Partner Portal.
When are the Record types used?
1. To assign the different Page layouts to different users based on their profiles2. To enable different sets of Standard/Custom Picklist values for two different users using the same page layout
2. Will data be lost in a Custom Field if Data Type is changed to Number from any other Data Type? A) Yes B) No
A) Yes
On lead conversion, a lead object custom field can not be mapped to which object custom field? A) Account B) Contacts C) Case D) Opportunity
C) Case
Dashboards can be created by using Standard Reports as Source Reports? A) True B) False
B) False
Which tool should be used to Import more then 65,000 records in Salesforce.com? A) SFDC Import WizardB) Data LoaderC) ExcelD) Power Loader 2.0
B) Data Loader
Which of the following is NOT a Standard Salesforce.com Functionality? A) Email to Lead B) Email to Case C) Web to Lead D) Web to case
A) Email to Lead
Which of the following is Not a Mandatory Field while creating a User Record? A) Profile B) Role C) Alias D) Community Nickname
B) Role
A user successfully login’s at 3:00 PM, What happens at 3:31 PM, if the Login hours for the user’s Profile are set from 7:30 AM to 3:30 PM? A) User is automatically Logged Out B) User keeps working continuously without any issues C) User is asked in a Popup window if he would like to extend his session D) User is logged out once he tries to do any DML (Data Manipulation) Operation i.e. Save, Edit etc.
D) User is logged out once he tries to do any DML (Data Manipulation) Operation i.e. Save, Edit etc.
What is the Impact on a User of the Organization level Locale Changes? A) The default Locale of the user is also set to the new Organization Level locale B) The User is asked for a Choice; if he would like to choose New Organization Locale or his own Locale C) No Impact on the User as he keeps using his own default Locale D) From a new session, user will see everything in the New Organization Locale
C) No Impact on the User as he keeps using his own default Locale
API’s are not available for use in which Salesforce.com edition? A) Developer Edition B) Professional edition C) Enterprise Edition D) Unlimited edition
B) Professional edition
Which Workflow evaluation Criteria cannot be used for Time Dependent Workflows? A. When a record is created, or when a record is edited and did not previously meet the rule criteria B. Only when a record is created C. Every time a record is created or edited D. All 3 criteria’s can be used
C. Every time a record is created or edited
Which Feature is not available in Salesforce.com ? A. Profile based Login Hours B. Profile based Login IP Ranges C. Organization based Login Hours D. Organization based Login IP ranges
C. Organization based Login Hours
For how many days deleted records are kept in the Recycle Bin? A. 15 B. 30 C. 45D. 60
B. 30
Which of the following is the best way to make the Field Mandatory for everyone? A. Page Layout B. Validation Rule C. Roles & Profiles D. Field Level Security
D. Field Level Security
Which of the following is not a Standard Salesforce.com Application? A. Service B. Sales C. Call Center D. Community E. Marketing
A. Service
Which of the field types cannot be used as an External Id?A. Text Field B. Number Field C. Picklist Field D. Email Id Field
C. Picklist Field
Which of the following cannot be on the controlling side of the Dependent Picklist? A. Checkbox B. Custom Picklist C. Satndard Picklist D. Multi Select Picklist
D. Multi Select Picklist
Do Validation rules get enforced on the Lead Conversion? A. Yes B. No
B. No
On Lead Conversion, the Close Date of the newly created opportunity is automatically set to? A. Blank B. Today () C. Last Day of Current Quarter D. Last Day of Current Month E. Last Day of Current Year
C. Last Day of Current Quarter

Which of the following profile permissions will enables the User to edit any record, regardless of the Sharing Model? A. Customize Application B. View Setup and Configuration C. View All Data D. Modify All Data E. None of the Above
D. Modify All Data
Can an administrator change the profile settings of the Standard Solution Manager profile? A. Yes B. No C. Depends on the Setting of the Administrator profile
B. No
Queues cannot be created on which Object in salesforce.com? A. Lead B. Case C. Account D. Custom Object
C. Account
Which of the following is not a valid business process in Salesforce.com? A. Sales Processes B. Marketing Process C. Lead Processes D. Support Processes E. Solution Processes
B. Marketing Process
What is the significance of Primary Master – Detail Relationship in a Junction Object? A. Look and Feel is inherited from Primary Master Object B. Record Ownership is inherited from Primary Master Object C. No such Significance D. Both A & B
D. Both A & B
User Records can not be permanently deleted from Salesforce.com.A. TrueB. False
A. True
Which of the following objects cannot be imported via the Salesforce.com Import Wizard? A. Leads B. Accounts C. Opportunities D. Solutions
C. Opportunities
Salesforce.com record Id’s are Identical in? A. Production and Config Only Sandbox B. Production and Developer Sandbox C. Production and Full Copy Sandbox D. Record Id’s are always different in different environment
C. Production and Full Copy Sandbox
) A custom field is made Read only from the Field level security and Required from Page layout. The Field will be A. Read Only for the User B. Required for the User C. Throws an error and don’t allow to make Read only field Mandatory from page layout D. User is given a choice in a pop up window
A. Read Only for the User
Which of the following is not a Roll Up summary field operation? A. SUM B. MAX C. MIN D. Count E. Average
E. Average
How many fields can be enabled for tracking on a custom Object? A. 10 B. 20 C. 30 D. 40 E. None of the Above
B. 20
Which of the following is not part of the Profile? A. User License B. Page Layout C. Record Types D. Field Level Security E. Roles
E. Roles
How many Custom Summary Formula Fields are allowed on a single Report? A. 5 B. 10 C. 15 D. 20 E. No Limit
A. 5
Is it possible for a user to see different Set of data in Report and in a Dashboard based on the same Report? A. Yes B. No
A. Yes
Which of the following is not an available function in the Formula Fields? A. HyperLink B. Substitute C. RPad D. Vlookup
D. Vlookup
Which of the following cannot be used as a source report for the Analytical Snap Shot? A. Tabular Reports B. Summary Reports C. Matrix Reports D. All can be used
C. Matrix Reports
Which Import functionality of salesforce.com should be used if one needs to import the 30,000 Cases in Salesforce.com? A. Import Wizard B. Data Loader C. A or B D. Neither A nor B
B. Data Loader
All dashboard viewers see data based on the security settings of the Running User—regardless of their own personal security settings? A. True B. False
A. True
How many custom fields can be created on an object in an unlimited Edition? A. 100 B. 200 C. 500 D. Unlimited Fields
C. 500
Which Type of Reports can't be used to create groups of data or charts? A. Tabular B. Summary C. Matrix D. None of the Above
A. Tabular
) How many Roll Up summary fields can be created in the Enterprise Edition on a Custom Object? A. 10 B. 20 C. 30 D. No restriction on the number of Fields
B. 20
A sales team is a set of users that normally work together on _________ ? A. Accounts B. Leads C. Opportunities D. Contacts E. Cases
C. Opportunities
Which feature in SFDC combines a list view and related records into one screen with different frames so that users have all the information they need when interacting with Salesforce.com? A. Accounts B. Asset C. Console D.Call Center E. Campaign
C. Console
On which OWD sharing defaults the Sharing Rules can’t be defined? A. OWD is Private B. OWD is Public Read Only C. OWD is Public Read Write D.Sharing rules can be created on any of the above
C. OWD is Public Read Write
What happens when a user owns an opportunity record but does not have the Read permission on Opportunity Object? A. He still sees the Opportunity record B. He is not able to see the Opportunity Record C. This case can never arise
B. He is not able to see the Opportunity Record
An Account team is a set of users that normally work together on _________? A. Accounts B. Leads C. Opportunities D. Contacts E. Cases
A. Accounts
Conditional highlighting can not be used for? A. Tabular Reports B. Summary Reports C. Matrix Reports D. None of the Above
A. Tabular Reports
Which of the following is an automated process your organization can use to approve records in Salesforce.com? A. Validation Process B. Approval Process C. Workflow Rules D. Record Types
B. Approval Process
Which of the following Email Template cannot be used to send a mass email? A. Text B. HTML with Letterhead C. Custom HTML D. Visualforce
D. Visualforce
In which edition can you create a Managed Package? A. Professional Edition B. Full Test Sandbox C. Developer Edition D. Unlimited Edition E. Enterprise Edition
C. Developer Edition
Can a user restrict access with the help of the sharing rules? A. Yes B. No
B. No
Is it possible for users to override their own forecasts and forecasts for users below them in the forecast hierarchy? A. Yes B. No
A. Yes
With sharing rules one can make automatic exceptions to the organization-wide default for defined sets of users. A. True B. False
A. True
An opportunity that reaches the threshold with 80% probability will trigger additional alerts if the probability subsequently goes higher to 85%. A. Yes B. No C. Depends on the Settings
B. No
Which of the following types of packages can be upgraded? A. Managed Packages B. Unmanaged Packages C. Both A & B D. None of the Above
A. Managed Packages
Is it possible for users to override their own forecasts and forecasts for users below them in the forecast hierarchy? A. Yes B. No
A. Yes
With sharing rules, one can make automatic exceptions to the organization-wide default for defined sets of users. A. True B. False
A. True
An opportunity that reaches the threshold with 80% probability will trigger additional alerts if the probability subsequently goes higher to 85%. A. Yes B. No C. Depends on the Settings
B. No
Which of the following types of packages can be upgraded?A. Managed Packages B. Unmanaged Packages C. Both A & B D. None of the Above
A. Managed Packages
Which of the following feature allows you to send an email when an opportunity reaches a threshold value? A. Validation Rule B. Big Deal Alert C. Opportunity Alert D. Big Ticket Email
B. Big Deal Alert
Conditional Highlighting only applies to the first summary field column in the table? A. True B. False
A. True
Un-managed packages do not include locked components but can be upgraded? A. True B. False
B. False
Auto Response rules work on which objects? A. Leads and Cases B. Leads and Accounts C. Accounts and Opportunity D. Account and Cases
A. Leads and Cases
Escalation rules only run during the business hours with which they are associated? A. True B. False
A. True
Customizable Forecasting is a prerequisite in order to enable territory management? A. True B. False
A. True
Running User concept in Dashboard allows users to view Data which normally they can not view? A. True B. False
A. True
Can a user create his or her own Default Sales Team? A. Yes B. No
A. Yes
How many ranges can be defined in the case of a Conditional Highlighting? A. 2 B. 3 C. 4 D. 5
B. 3
When are the formula fields Re - Calculated? A. Every 15 minutes B. Every time they are seen C. After every DML Operation D. Admin can set the time of Refresh
B. Every time they are seen
How do you find out that the Approval Process is edited? A. Last Modified By Field B. Audit trail C. History Record on Approval page layout D. All of the Above
D. All of the Above
How many Solution records can be imported via Import Wizard? A. 500 B. 5,000 C. 50,000 D. Solution Records cannot be imported via Import Wizard
C. 50,000
The formatting of reports is maintained when it is exported via Printable View. A. True B. False
A. True
Which one is the following is a salesforce.com definition for a Lead? A. Any person, organization or company that may be interested in your products and services, not yet customers B. An organization, individual or company involved with your business such as customers, competitors and partners C. Any potential revenue-generating event i.e. “sales deal” D. Any individual or influencer associated with an account
A. Any person, organization or company that may be interested in your products and services, not yet customers
If you delete an email from a case and then delete the case, you will not be able to retrieve the deleted email from the Recycle Bin A. True B. False
A. True
What should be the Advanced filter Conditions to meet the requirement “Find contacts owned by Poo that have a title of CFO, functional role of CFO, or reports to the CFO? 1) Title equals CFO2) Functional Role equals CFO3) Reports To equals CFO4) Contact Owner contains Poo A. (1 OR 2 OR 3) AND 4 B. (4 AND (2 OR 3)) OR 1 C. (1 OR 2 OR (3 AND 4) D. (1 AND (2 OR 3)) OR 4
A. (1 OR 2 OR 3) AND 4
How many User records can be imported via Import Wizard? A. 500 B. 5,000 C. 50,000 D. User Records cannot be imported via Import Wizard
D. User Records cannot be imported via Import Wizard
Which of the following is true about Page layouts? A. Control the layout and organization of detail and edit pages B. Control which fields, related lists, and custom links users see, on detail and edit pages only C. Control which standard and custom buttons display on detail pages and related lists D. Determine whether fields are visible, read only, or required, on detail and edit pages only E. All of the Above
E. All of the Above
To email a report to other users, the report must be in a public folder with access granted to the other users.A. True B. False
A. True
When a field is deleted from the page layout, does it is also deleted from the Object? A. Yes B. No
B. No
How do you find out that the Approval Process is edited? A. Last Modified By Field B. Audit trail C. History Record on Approval page layout D. All of the Above
D. All of the Above
How many Solution records can be imported via Import Wizard? A. 500 B. 5,000 C. 50,000 D. Solution Records cannot be imported via Import Wizard
C. 50,000
Formatting of report is maintained when it is exported via Printable View? A. True B. False
A. True
Which one is the following is a salesforce.com definition for a Lead? A. Any person, organization or company that may be interested in your products and services, not yet customers B. An organization, individual or company involved with your business such as customers, competitors and partners C. Any potential revenue-generating event i.e. “sales deal” D. Any individual or influencer associated with an account
A. Any person, organization or company that may be interested in your products and services, not yet customers
If you delete an email from a case and then delete the case, you will not be able to retrieve the deleted email from the Recycle Bin A. True B. False
A. True
What should be the Advanced filter Conditions to meet the requirement “Find contacts owned by Poo that have a title of CFO, functional role of CFO, or reports to the CFO? 1) Title equals CFO2) Functional Role equals CFO3) Reports To equals CFO4) Contact Owner contains Poo A. (1 OR 2 OR 3) AND 4 B. (4 AND (2 OR 3)) OR 1 C. (1 OR 2 OR (3 AND 4) D. (1 AND (2 OR 3)) OR 4
A. (1 OR 2 OR 3) AND 4
How many User records can be imported via Import Wizard? A. 500 B. 5,000 C. 50,000 D. User Records cannot be imported via Import Wizard
D. User Records cannot be imported via Import Wizard
Which of the following is true about Page layouts? A. Control the layout and organization of detail and edit pages B. Control which fields, related lists, and custom links users see, on detail and edit pages only C. Control which standard and custom buttons display on detail pages and related lists D. Determine whether fields are visible, read only, or required, on detail and edit pages only E. All of the Above
E. All of the Above
To email a report to other users, the report must be in a public folder with access granted to the other users? A. True B. False
A. True
When a field is deleted from the page layout, is it also deleted from the Object? A. Yes B. No
B. No
On deleting a Tab from an Application ____ A. Deletes the Tab from Salesforce.com B. Deletes the tab from that Application C. Deletes that particular Object of whose Tab is deleted D. All of the Above
B. Deletes the tab from that Application
Which one of the following is a salesforce.com definition for an opportunity? A. Any person, organization or company that may be interested in your products and services, not yet customers B. An organization, individual or company involved with your business such as customers, competitors and partners C. Any potential revenue-generating event i.e. “sales deal” D. Any individual or influencer associated with an account
C. Any potential revenue-generating event i.e. “sales deal”
Which of the following make a User record Unique? A. Profile B. Email Id C. Username D. Role
C. Username
Where you can see that the Approval Process was edited. A. Last Modified By Field B. Audit trail C. History Record on Approval page layout D. All of the Above
D. All of the Above
How many Solution records can be imported via Import Wizard? A. 500 B. 5,000 C. 50,000 D. Solution Records cannot be imported via Import Wizard
C. 50,000
Which of the following is NOT controlled by the Page Layout? A. How detail and edit pages are organized B. Field properties like visible, read-only and required C. Controlling which fields, related lists, and Custom Links users sees D. Page section customizations E. Roll-up summary
E. Roll-up summary
What does the dashboard snapshot on the Home Page display? A. Only the dashboard determined by the System Administrator B. You cannot display a dashboard on the Home Page C. The first two rows of any of your available dashboards D. The first row of any available dashboards E. The Complete Dashboard set by the User himself
D. The first row of any available dashboards
Though multiple campaigns can be influential, you can only designate one campaign as the primary campaign source on the opportunity? A. True B. False
A. True
Customer Portal users can view the tags section of a page, if it is included in a page layout. A. True B. False
B. False
If Custom Fiscal Years are enabled then you cannot use Standard Forecasting? A. True B. False
A. True
It is possible for an Account to be part of multiple Territories? A. Yes B. No
A. Yes
Case escalation rules triggered on the last modification will be reset each time a user adds an activity or sends an email from the case record? A. True B. False
B. False
8) Is it possible to have Sidebar search enabled with Global Search? A. Yes B. No
B. No
Is it possible to report on the converted Leads? A. Yes B. No
A. Yes
Case escalation rules triggered on the last modification will be reset each time a user adds a related comment to the case. A. True B. False
B. False
For custom object records to appear in search results associated tab only needs to exist; the tab does not have to be visible to users. A. True B. False
A. True
Will two different users get the same search results on searching for a common keyword? A. Yes B. No
B. No
Are Tags searchable form standard Search component? A. Yes B. No
A. Yes
What of the following statements is True? A. Tasks allow you to track the specific actions you plan to perform or have performed; Email Alerts cannot track specific actions B. Email Alerts allow you to track the specific actions you plan to perform or have performed, Tasks cannot track specific actions C. Email Alerts and Tasks allow you to track the specific actions you plan to perform or have performed D. Email Alerts and Tasks cannot track the specific actions you plan to perform or have performed
A. Tasks allow you to track the specific actions you plan to perform or have performed; Email Alerts cannot track specific actions
Recent Items use the? A. Edit Pagelayout B.Detail Pagelayout C. Sidebar D. Related List
C. Sidebar
_________ are words or short phrases that users can associate with most Salesforce.com records to describe and organize their data in a personalized way? A. Views B.Tags C. Dashboards D. Home Page layout E. Apps
B.Tags
18) What happens when a user clicks on the Create New Apps option present in the List of Apps section? A. User is taken to a Create new App Page in salesforce.com B. User is taken to App Exchange C. User is taken to developer.force.com page D. None of the above
C. User is taken to developer.force.com page
________ are a collection of Force.com components and applications that are made available to other organizations through the AppExchange. A. Application B. Object C. Workflow Rules D. Packages E. Visual Force Page
D. Packages
You can set the Tab as a Landing Tab while creating the Tab for the Object? A. True B. False
B. False
Which of the following is true related to Chatter File enhancements in Summer'11 Salesforce.com Release A. Viewers can view, download, and share files. B. Collaborators can view, download, share, change permission, edit the file, and upload new versions. C. File owners and collaborators can change file permissions from viewer to collaborator and vice versa D. All of the Above
D. All of the Above
The Chatter Expert only posts to each group one time. A. True B. False
A. True
With Summer 2011, You can now sync single tasks between Salesforce and Outlook, which syncs tasks based on their due dates rather than their start dates. A. True B. False
A. True
The Global Search box now appears in the header of all Salesforce setup pages. It now also searches the contents of the setup pages. A. True B. False
B. False
Quick Find only returns results from the setup menu—it doesn't search records in your organization A. True B. False
A. True
__________ are metrics that represent service levels to provide to each of your customers. A. Milestones B. Assets C. Service Cloud Console D. Sales Pipeline
A. Milestones
You can only view Chatter feeds on list views for objects enabled for “feed tracking” in the Salesforce online help A. True B. False
A. True
Posting a snapshot to a user or group feed makes it potentially visible to the entire organization: People can see it whether they have access to the dashboard or not. A. True B. False
A. True
Every record type must have a page layout assignment, even if the record type isn't specified as an assigned record type in the profile. A. True B. False
A. True
You can specify custom record types for the home tab A. True B. False
B. False
Is it possible to create a: Workflow rule that sends an email alert to the article type owner when a new article is created from a case. A. Yes B. No
A. Yes
An administrator notices there are too many duplicate records, numerous sharing rules, and a large number of manually shared records. Which situation may this be a symptom of? A. Role hierarchy that has too few roles. B. Sharing model that is too public. C. Sharing model that is too private. D. Object permissions on profiles that are too restrictive.
C. Sharing model that is too private.
In Salesforce Territory Management, which statement describes how a territory hierarchy is different from a role hierarchy? A. Territory hierarchy grants login access to all users in a territory. B. Territory hierarchy supports assigning users to multiple territories. C. Territory hierarchy automatically assigns users to sales teams in the territory. D. Territory hierarchy gives users in a territory full edit access to all accounts in that territory.
B. Territory hierarchy supports assigning users to multiple territories.
An administrator wrote a field update action for a workflow rule on a field that is hidden via Field- Level Security. When the workflow rule triggers, what happens to the data in the hidden field? A. The field will fail to update and remain in its original state. B. The field is updated, even though it is hidden. C. The field will only update if the rule was triggered by a time-based trigger. D. The field will only update if the user has “Modify All Data” enabled in the profile.
B. The field is updated, even though it is hidden.
A company called Universal Containers would like to track bugs within Salesforce. The company needs to track the bug’s severity and type as well as its status and description. Bugs should be related to cases, but the bug’s owner will be different than the owner of the case. How can the Universal Containers administrator meet these requirements? A. Create a section on the case page layout B. Create a field on cases C. Create a custom object for bugs and relate it to cases D. Create a relationship between the standard bug object and the standard case object.
C. Create a custom object for bugs and relate it to cases
Data is to be plotted against time. Which Dashboard component is best suited for this purpose A. Bar chart B. Line chart C. Visual Force Page D. Funnel Chart
B. Line chart
When dated exchange rates are defined the ranges can be A. as small as a minute and as large as a fiscal year B. as small as a day and as large as a week C. as small as an hour and as large as a fiscal quarter D. as small as a day and as large as all of time
D. as small as a day and as large as all of time
Is it possible to create multiple Customer Portals for your organization? A. Yes B. No
A. Yes
Portal users can log into a Customer Portal two ways, via the portal's login page and through the Salesforce login page. A. True B. False
B. False
Which of the following is TRUE about connection finder A. Connection Finder allows you to SMS Partners to find out if they are Salesforce customers B. Connection Finder allows you to email surveys to find out if your partners are Salesforce customers C. Connection Finder allows you to check whether the salesforce.com is LIVE or not D. Connection Finder allows you to set up a Connection with your customers
B. Connection Finder allows you to email surveys to find out if your partners are Salesforce customers
__________ allows companies that sell through indirect sales channels to maximize the return on their channel investments and increase channel revenues A. Partner Relationship Management B. Customer Relationship Management C. Service Management D. None of the Above
A. Partner Relationship Management

Which of the following are included in territory management? A. Lead B. Opportunity C. Activity D. All of the Above
B. Opportunity
Irreversible data loss can result from clicking Enable Territory Management from Scratch. A. TRUE B. FALSE
A. TRUE
You can create multiple Customer Portals that display different tabs for users with the same profile, as long as the profile has access to each object displayed on a tab A. TRUE B. FALSE
A. TRUE
Customizable forecasting can only be enabled if you enable territory management? A. TRUE B. FALSE
B. FALSE
If a user accesses a login URL that does not contain a unique identifier of a specific Customer Portal, then they are automatically directed to the login URL of the first Customer Portal you created A. TRUE B. FALSE
A. TRUE
__________ let(s) you segment your organization's data into logical sections, making searches, reports, and list views more meaningful to users. A. Territory Management B. Custom Settings C. Divisions D. None of the Above
C. Divisions
The organization IDs of your sandboxes remain same each time your sandbox is refreshed A. TRUE B. FALSE
B. FALSE
One can create Configuration Sandbox from a Full Copy Sandbox A. TRUE B. FALSE
B. FALSE
An opportunity can have only one primary partner A. TRUE B. FALSE
A. TRUE
If you change the account for an opportunity that has partners, all partners are deleted from the Partners related list A. TRUE B. FALSE
A. TRUE
Sandboxes ALSO send email notifications when storage limits are reached A. TRUE B. FALSE
B. FALSE
What does a Case with Red Arrow mean? A. The case is closed B. The Case is being tracked C. The Case is escalated D. The Case is Important E. The case has got a very high feedback
C. The Case is escalated
Which feature can be used to make sure all outgoing Emails are tracked for compliance? A. Use Compliance BCC Email B. Write a trigger to store the emails C. Let users manually enter a specified Email Id in the To Field D. None of the Above E. All of the Above
A. Use Compliance BCC Email
The search term "acme AND california AND NOT meeting" is same as: A. acme AND (california AND NOT meeting) B. (acme AND california AND NOT meeting) C. (acme AND California) AND NOT meeting D. None of the Above E. All of the Above
B. (acme AND california AND NOT meeting)
Which of the following Objects cannot be Renamed; A. Account B. Contact C. Opportunity D. Forecast
D. Forecast
After renaming tabs, objects, or fields, which of the following additional items may need manual Check: A. List view names B. Standard report names and descriptions C. Titles and descriptions of any email templates D. All of the Above
D. All of the Above
_________ allow users to create custom documents using the information from your records A. Email templates B. Letterheads C. Mail merge templates D. None of the Above
C. Mail merge templates
When you change case ownership, any associated open activities that are owned by the current case owner are transferred to the new owner A. TRUE B. FALSE
A. TRUE
Modifications to the related lists on the case are also tracked in the case history A. TRUEB. FALSE
B. FALSE
You might not have the same search results as another user performing the same search.A. TRUEB. FALSE
A. TRUE
In Case object, If you update the Contact Name field, the Account Name field will automatically default to the account associated with the contact when you save the case. A. TRUE B. FALSE
B. FALSE
Divisions do not restrict users access to data and are not meant for security purposes A. TRUE B. FALSE
A. TRUE
Which objects are in the Sales and Marketing Cloud?a. Account, contact, campaign, lead, opportunity, quotesb. Data.com, workflow & approvals, email & calendaring, analytics, partner managementc. All of the aboved. None of the above
c. All of the above
Which objects are in the Service Cloud?a. Support cases, solutions, visual workflow, contract & entitlementsb. Social monitoring, Knowledgec. Email & calendering, analytics, partner managementd. All of the above
d. All of the above
Which objects are in the Collaboration Cloud?a. Sales Cloudb. Marketing Cloudc. Service Cloudd. Sandbox1. a and b2. a and b and c3. d 4. All of the above
2. a and b and c
The Administrator can hide the Sidebar in the graphical user interface1. True2. False
1. True
What are the main objects in Salseforce?a. Cases & solutions b. Campaigns, leads, accounts, contacts, opportunitiesc. Records, roles & hierarchyd. All of the above1. (d) All of the above2. a and b3. b4. c
2. a and b
How are the main objects in Salesforce related?a. Through related lists and look-upb. Through the page layoutc. Through sharingd. Through validation rules
a. Through related lists and look-up
Which objects are in the Sales and Marketing Cloud?a. Account, contact, campaign, lead, opportunity, quotesb. Data.com, workflow & approvals, email & calendaring, analytics, partner managementc. All of the aboved. None of the above
c. All of the above
Which tabs are common to all apps?a. Reports & Dashboardsb. Chatterc. Filesd. All of the above
d. All of the above
Which objects are in the Service Cloud?a. Support cases, solutions, visual workflow, contract & entitlementsb. Social monitoring, Knowledgec. Email & calendering, analytics, partner managementd. All of the above
d. All of the above
How many times a year does Salesforce release improvement to the application?a. 2b. 3c. 1d. continuously
b. 3
Which objects are in the Collaboration Cloud?a. Sales Cloudb. Marketing Cloudc. Service Cloudd. Sandbox1. a and b2. a and b and c3. d 4. All of the above
2. a and b and c
Where do you look to see how many available user licenses there are?a. Company profileb. Administrator's profilec. License agreementd. FAQ
a. Company profile
Marketing is currently targeting accounts in the technology and manufacturing industries. The team needs quick access to these accounts on a regular basis. What would you do?a. Create a custom report and give all users accessb. Create a validation rulec. Create a list viewd. Teach them to sort by industry
c. Create a list view
The Administrator can hide the Sidebar in the graphical user interface1. True2. False
1. True
What are the main objects in Salseforce?a. Cases & solutions b. Campaigns, leads, accounts, contacts, opportunitiesc. Records, roles & hierarchyd. All of the above1. (d) All of the above2. a and b3. b4. c
2. a and b
How are the main objects in Salesforce related?a. Through related lists and look-upb. Through the page layoutc. Through sharingd. Through validation rules
a. Through related lists and look-up
Which tabs are common to all apps?a. Reports & Dashboardsb. Chatterc. Filesd. All of the above
d. All of the above
How many times a year does Salesforce release improvement to the application?a. 2b. 3c. 1d. continuously
b. 3
Where do you look to see how many available user licenses there are?a. Company profileb. Administrator's profilec. License agreementd. FAQ
a. Company profile
Marketing is currently targeting accounts in the technology and manufacturing industries. The team needs quick access to these accounts on a regular basis. What would you do?a. Create a custom report and give all users accessb. Create a validation rulec. Create a list viewd. Teach them to sort by industry
c. Create a list view
What is an object?a. Entire spreadsheetb. Columnsc. Rowsd. Records
a. Entire spreadsheet
Columns are:a. Recordsb. Objectsc. Fieldsd. Entire spreadsheet
c. Fields
What is a record?a. Rowb. Columnc. Entire spreadsheetd. User
a. Row
What is the main object in the Sales Cloud?a. Accountb. Userc. Opportunityd. Contact
a. Account
What are the two main objects in the Service Cloud?a. Caseb. Solutionc. Escalationd. User ID1. a and b2. a and d3. None of the above4. All of the above
1. a and b
What three fields cannot be edited with inline editing?a. System field (created by)b. Read onlyc. Formulad. Account owner1. a, b and c2. a, b and d3. b, c and d4. a, c and d
1. a, b and c
Accounts can be mass edited1. True2. False
1. True
A Lead should have Interest, Money & Authority to be qualified for a:a. New Caseb. New activityc. Rating changed. Lead conversion
d. Lead conversion
How many search engine types are there in Salesforce?a. 3b. 12c. 254. unlimited
a. 3
It is possible to enable auto-fill-in for fields.1. True2. False
1. True
You can edit records in lists (list view) as long as list view is:a. Limited to one objectb. Limited to one record typec. Limited to an object that is not a picklistd. Limited to 20 records at a time
b. Limited to one record type
Changing the way your date, numbers and sort order (first name/last name) is controlled in the:a. Localeb. List viewc. Page viewd. None of the above
a. Locale
The three levels where currency shows:a. Corporate level, company profileb. User record, defaults to his recordsc. Opportunityd. Contact record1. a, b, d2. a, b, c3. b, c, d4. a, c, d
2. a, b, c
You might want to use a custom fiscal year when:a. Calendar isn't Gregorianb. Fiscal year isn't 12 months longc. Calendar doesn't start of the 1st or last day of the monthd. To match when Salesforce was integrated and went live1. a, b, d2. a, b, c3. b, c, d4. a, c, d
2. a, b, c
List views are often customized fora. Securityb. Creating dashboardsc. Accessing data where you wouldn't otherwise user accessd. Accessing sliced data rapidly
d. Accessing sliced data rapidly
What is a profile?a. List of permissions that an end-user can dob. What kind of records/data end-user can seec. His job descriptiond. All of the above
d. All of the above
What are the most powerful tools for administrators?a. Custom reportsb. Record type & page layoutc. List viewsd. Access to CEO profile
b. Record type & page layout
The following are applications shown in the menu at the top right of the screena. Sales & Marketingb. Call Centerc. Communityd. All of the above
d. All of the above
A marketing user can:a. Import leads for the entire organizationb. Import leads solely for marketing campaignsc. Limited to the wizard for importing leadsd. None of the above
a. Import leads for the entire organization
External users cannot:a. Follow recordsb. Access Chatterc. Post on Chatterd. All of the above
a. Follow records
When the Admin changes the Tab Settings (top row buttons), this does not mean they can't get into data.1. True2. False
1. True (They can get into through reports but this is NOT a security issue)
_______ Is/Are the most commonly used format(s) for assigning user names.a. Email addressb. Employee numberc. First and last named. All of the above
a. email address
Difference between settings and permissions on a profilea. Settings determine what an end user can seeb. permissions determine what an end user can doc. Both Aboved. Neither above
c. Both Above
Object permissions control:a. Create, edit, delete datab. Create, edit, delete fieldsc. Create, edit, delete page layoutsd. All of the above
a. Create, edit, delete data
Information contained in a user record:a. Personal informationb. Security informationc. Local informationd. All of the above
d. All of the above
Method(s) for quickly creating multiple usersa. Create formulab. Write validation rulec. Check multiple user check boxd. None of the above
c. Check multiple user check box
One of your users receives an error message when they try to log in. To assess, look in his:a. User recordb. User profilec. Either a or bd. None of the above
a. User Record
Security and data access can best be described as:a. What records a user has access tob. What profiles a user has access toc. What groups a user has access tod. What objects a user has access to
a. What records a user has access to
The systems checks how many things when a user logs in?a. 2b. 3c. 4d. 5
c. 4
Upon log in, the system does not immediately check for:a. Contents of cookie it leaves on their browserb. IP address of the Userc. User passwordd. Roles & permissions
d. Roles & permissions
OWD stands fora. Organization Wide Defaultsb. Organization Wide Definitionsc. Object Wide Defaultsd. Object Wide Definitions
a. Organization Wide Defaults
OWD has thea. Tightest controlsb. Least controlsc. No controlsd. Controls aren't managed in the OWD
a. Tightest controls
Sharing rules have an impact on security.a. Trueb. False
a. True
The OWD control is the only tool to restrict access and it establishes baseline level of access if you don't own the record.a. Trueb. False
a. True
Salesforce's "role hierarchy" is the same thing as your company's organizational chart.a. Trueb. False
b. False
The role hierarchy providesa. Record level accessb. Data the user can seec. Vertical visibilityd. All of the above
d. All of the above
The role hierarchy providesa. Corporate organizational chartb. Data the user can seec. Horizontal visibilityd. All of the above
b. Data the user can see
Difference between a Profile and a Rolea. Profile you dob. Role you doc. Role you seed. Profile you see1. a and c2. b and d3. a and b4. c and d
1. a and c
Data validation rules are to prevent and enforce.1. True2. False
1. True
A record is the same as a(an)a. Contactb. Accountc. Opportunityd. Case
a. Contact
Workflow rules are not important when importing data1. True2. False
2. False
What is the first thing you have to select when creating a report?
Report type
What are the four (4) standard report types?
1. Opportunity2. Forecast3. Support4. Admin
What are the four (4) report formats?
1. Tabular2. Summary3. Matrix4. Joined
What are the differences in usage for each report format?
1. Tabular - listing (think 'table')2. Summary- allows for groupings and subtotals3. Matrix- used for showing comparison of data4. Joined- used for showing blocks of related info (at most 5 blocks)
What records will you have access to when running reports?
1. Records you own2. Records you have read/write access3. Records being shared with you4. Records owned by user below you in the role hierarchy
True or False. Field level security for reports is applied in the Enterprise, Unlimited, and Developer edition.
False
Name the four (4) dashboard components.
1. Gauge2. Table3. Chart4. Metric
What are the seven (7) chart types for a dashboard?
1. Horizontal bar2. Vertical Column3. pie (food)4. donut (food)5. funnel (food)6. line7. scatter
What are three areas of the Report Builder?
Fields (based on object)Preview (display)Report Options (filters)
True or False. When running a report with over 2K records and you export to Excel, you will only be able to view all the records.
True. In SF, you will only see the first 2K records.
What is the key capability of custom report types?
Allow you to expand filtering options on standard reports
When should you use Report builder?
1. change the report format2. add custom formulas3. add, remove, reorder columns4. add charts
When should you use Report options?
1. filter report data2. generate groupings3. change what info is being displayed
What are the steps for creating a dashboard in the Dashboard Builder?
1. Select the running user2. Select the dashboard component3. Select the data source
How many components can you have on your dashboard?
up to 20
What permission do you need to add, create, edit and delete a dashboard??
Manage Dashboards
What permission do you need to change the running user of a dashboard?
View My Team Dashboard
What Report Format cannot be a data source for a Dashboard?
Tabular--if it does not have any row limits
What type of report filters, allow you to exclude/include data?
Cross Filters
What type of report filters, allow you to perform an AND/OR?
Filter logic
What are the two main folder types for reports for any user?
1. Unfiled public reports- admin controlled2. My Personal Custom Reports - controlled by user
True or False. 'Printable view' retains the format of a report.
True
True or False. A report must be saved in a public folder in order to email a report.
True
True or False. Clicking 'Export Details' allows you to export a report as .csv or .xlsx
True
What are the three access types for reports in the report folder?
11. Viewer - view only2. Editor- edit report3. Manager- view, edit and control access to report
What permissions enable a user to create a dashboard?
1. Manage Dashboards2. View all data
True or False. A dashboard only as current as its last refresh date and you must refresh each time you login.
True.
How many cross filters can each report have?
At least 3
What are the three bucketing report options?
1. text- group based on field, with user-defined text2. numeric- create a range3. picklist- group by specific value from picklist
Where is the report type located when you create a report?
The top left corner of the screen
True or False. You can change the report type once the report is created.
False
What are the mathematical operations available on a report?
Sum, Max, Min, Avg
What is PARENTGROUPVAL?
used to show for example, the percent each sales rep contributed to the sales pipeline
True or False. Sharing Access on Report Folders is enabled by default after the Winter 14 release.
True
What permissions are needed to change the running user of a dashboard?
View my Teams Dashboard (you can only change it to people below you in role hierarchy)
This allows an organization to report on changes to field values over time
Historical Trending
What objects can be imported via the SF Wizards?
AccountsContactsCustom ObjectsLeadsSolutions
Name the different import wizards.
1. Mass Transfer (not on solutions)2. Mass Transfer Approval3. Mass Delete (not on custom objects)4. Mass Update Addresses5. Data Import
Where is the Data Loader found?
Setup -> Data Management -> Data Loader
Name the data loader operations
Insert- create new recordsDelete- delete recordsUpdate- update existing recUpsert- update and create new rec if not foundHard Delete - perm delete, put in recycle binExport- excludes files in recycle binExport all - includes files in recycle bin
The Import wizard can load up to ___________ records.
50, 000
The Data Loader can load up to ______________ record.
no limit
The Mass Transfer import wizards can transfer up to _________ records.
250
Why should you use validation rules?
To ensure user enters valid data when creating or updating a record.
True or false. Validation rules impact 1) API usage, 2) web to lead and 3) web to case
True
What manual tools does SF have to maintain data quality on Leads, Accounts and Contacts?
Leads- find duplicates, merge leadsAccounts- merge accountsContacts- merge contacts
What should you consider before importing a file?
1. formatted correctly2.duplicates are removed
HOw often can you backup data in SF?
weekly (every 6 days) or monthly (28 days)
What format are files that are being backed up exported to?
.csv files
What are three ways to backup data in Salesforce?
1. Data Export - result .csv file2. Data Loader- use Export function, result .csv file3. Report Export - create report and export it as .csv
There __ of digits for a Record ID in the UI and ___ of digits for a Record Id in API
15, 18 (respectively)
T or F. The 15 digit Record ID is case sensitive.
True
T or F. Deleted records are stored in the Recycle Bin for 10 days before they are permanently removed.
False. 15 days
T or F. Users can restore records they delete. Sys Admins can restore records deleted by any user.
True
T or F. You can store up 25x the amount of data as allowed by your org.
True
When are validation rules invoked?
After a user attempts to save the record
What are some ways to prevent duplicates in SF?
1. use a 3rd party app2. train users to search for leads, contacts, before import3. make certain fields required using validation rules
Name this SF feature that allow you to create trend reports and dashboard reports; as well as protects data from deletion
Analytical Snapshots
What report formats support source Analytical Snapshots?
Tabular or Summary
This SF feature allows a sales rep to find new prospects and clean data associated with existing leads and contacts
Data.com
When should Audit Fields be enabled in SF?
When performing a data migration
T or F. You can create, edit, delete, and undelete standard objects.
False. Custom objects only
T or F. You cannot update custom object permissions on standard profiles, only on custom profiles.
True
T or F. When deleting a custom object, some data loss may occur even if the custom object is undeleted.
True
T or F. Formula fields are read only.
True
T or F. Formula fields cannot reference several field types, including (but not limited to): Text Area (Long), Text Area (Rich), Picklist (Multi-Select).
True
How do you create a formula field?
Create a custom field on an object and select field type 'Formula', then based on the type of data using select format as either decimal, %, currency, etc.
When to use formula fields?
1. to cross reference a field from another object2. to ensure data validation3. to perform a calculation
What happens when you delete a custom field?
1. the deleted custom field is automatically deleted after 15 days2. When you delete a custom field, all of the field history data is deleted and changes are no longer tracked.
What are the capabilities of SF Classic Lite?
A mobile app similar to SF Classic, available in all editions, and very limited in comparison to Salesforce1 mobile app.Cannot view Content libraryDoes not support custom objectsDoes not support custom mobile configurations*org wide setting must be enabled by Admin
This SF feature is a marketplace where you can buy, build, sell and install apps for SF
AppExchange
What are the two (2) package types in the AppExchange? Define their differences.
1. Managed- upgradeable and partially customizable; does not count against org wide limits (used by partners to distribute/sell apps to customers)2. Unmanaged- not upgradable and fully customizable; counts against org wide limits (used to distribute open source projects to developers)
What three objects can you sync between Salesforce and outlook?
EventsTasksContacts
What are the two installation options for installing Salesforce for Outlook?
Manual- customize what contacts, events and tasks you want to syncAutomatic- sync all contacts, events and tasks
Summer 14'- what is the new change to the Salesforce for Outlook installation?
With the Summer'14 release Salesforce for Outlook uses a modified installation routine. It now needs to install for each user on the machine as it installs into the current users %appdata% folder not to the Program Files location as with previous versions. There are quite a few benefits to this as it reduces potential permissions issues at install around file access in various folders..
Record Types impact three (3) areas of the UI for a user
1. page layout2. picklist values3. business processes
Why should you use a Master Picklist when creating a record type?
Allows you to account for all values of a picklist regardless of what Record Type is selected.
How can you delete a Record Type?
You have to deactivate it first and then delete it. All associated records should be reassigned or set the value for Record Type to 'none'.
T or F. Record Types can be deleted if they are referenced in the APEX.
False.
How do you create a Record Type for a Standard ObjecT?
1. Setup2. Customize3. Select Object4. Click Record Types5. Click New
How do you create a Record Type for a Custom Object?
1. Setup2. Create3. Object4. Select the Custom object5. Click New in the Record Types related list
What are the four (4) types of object relationships in SF?
1. Master Detail- links 2 objects so that the master record controls the detail. Supports roll up summary fields. If a master is deleted, then the detail record is deleted. If detail record is deleted, master record remains intact. * required on the page layout2. Lookup- does not support sharing or roll up summary fields3. Hierarchial - lookup relationship model used for 'user' object only4. Many-to-Many- like master detail, allows records of one object to linked to multiple records of the other object
Do not exceed ____________ child records for a master detail relationship.
10,000
Difference between 'file storage' vs 'data storage'
data storage- counts number of records in SFfile storage- counts number of documents and attachments in SF
What are the five (5) components of a company profile?
1. Company Overview-view storage, licenses, org id, default lang and time zone2. Fiscal Year- custom (if diff from 3 mths) or standard (3mths)3. Business Hours & Holidays- define hours of operation and holiday hours4. MyDomain- login page development/branding5. Language Setting- language displayed in SF, what objects will be translated.
What edition of SF has the Service Cloud, Sales Cloud and Salesforce platform?
Performance edition
What are the three (3) licensing types in SF?
1. Sales Cloud- Contact Mgr, Grp, Prof, Enterprise, Perf2. Service Cloud- Prof, Enterprise, Perf3. Force.com-Light/Enteprise
What two things can own a record in SF?
1. User2. Queue
What are the three (3) areas to consider when creating a user in SF?
1. licensing - user license, feature license2. Security- role, profile3.Localization- locale, lang, time zone, currency
True or False. In order to see the time zone of your current location, if you are a traveling SF user, then you would have to change the time zone setting in your user profile to the current location.
True
How are LoginHours and LoginIPRanges established for a user?
via the profile
What prevents login from except from specific IP addresses?
Login IP ranges
This determines when a user can login to SF.
Login Hours
This feature is configured org-wide and removes login restrictions; to establish specific IP addr permitted for access.
Trusted IP ranges
True or False. Changing the default locale of a user, does not change the date fields.
False
What is CRUD?
Create, Read, Update/Edit, Delete permissions found under a user Profile
Describe the security options in SF
Profiles- access to objectsRole- access to recordOrg- access to org (ip ranges and login hrs)Field- access to fields
T or F. OWD setting override user permissions.
False
T or F. Role access setting override user permissions.
False
T or F. Field access settings dont override user permissions.
True
Do OWD setting provide access to records you dont own?
Yes
What are the four OWD settings?
Public Read OnlyPublic Read/WritePrivatePublic Read/Write/Transfer
what does role hierarchy provide?
allows access to records for those users that report to you in an organization (vertical access)
T or F. Field level access trumps the ViewAll or ModifyAll permissions.
True
This capability allows you to share access to records regardless of your place in the role hierarchy. (horizontal accesS)
Sharing Rules
Do Sharing Rules provide access to List Views and Folders?
No
What does User Sharing do?
Allows you to show or hide an internal or external user from another user in your org.
Profiles Control...
* Which standard and custom apps users can view* Which tabs users can view* Which record types are available to users* Which page layouts users see* Object permissions that allow users to create, read, edit, and delete records* Which fields within objects users can view and edit* Permissions that allow users to manage the system and apps within it* Which Apex classes and Visualforce pages users can access* Which desktop clients users can access* The hours during which and IP addresses from which users can log in* Which service providers users can access (if Salesforce is enabled as an identity provider)
When should custom profiles be created?
when you want to customize the user permissions of a standard profile
What are some of the capabilities of Content or Salesforce CRM Content?
Version ControlFile sharing- via URL, uploadsSearch contentVoting and rating of filesPreview file typesReporting capabilities
In order to access Content, a user must have the following permission?
Salesforce CRM Content User
What are the two (2) types of libraries for SF Content?
Personal LibraryShared Library
What permission must a user have to create a shared library in SF?
Manage Salesforce CRM Content
What are the two (2) related lists that can be added to a page layout for Content?
1. Related Content- displays content that can be attached to a record2. Content Deliveries- displays content that was delivered to a user or group
Accessing a shared library of SF Content is done by...
individual user ORpublic group
What are the 3 default library permissions?
1. Viewer- view content only2. Author- view and update content3. Workspace Administrator- view, update content and access controls to library
Name the two (2) types of activities.
1. Events2. Task
Difference between a Task and Event
Task - "to-do items" has a due date and assigned to a user or group of users (i.e. create slide presentation) Event - "appointments" have a start and end time (i.e. meetings on a calendar)
T or F. Tasks are moved from “Open Activities” to “Activity History” when the task status is “Closed”
True
When does a task show under Activity History?
When the task is marked 'complete'
When does an event show under Activity History?
When the start time of the event has passed
T or F. Activities can be associated to most standard objects. In order to link an activity to a custom object, you must ensure that the “Allow Activities” checkbox is enabled for the object.
True
What are the two types of Chatter groups?
1. Public - any user can join2. Private - user must ask permission to join
This is a personalized search, enabled with Chatter, and returns more info based on objects a user utilizes most
Global Search
This is a personalized search, enabled with Chatter, and return search results based on the objects utilized most
Smart Search aka Global Search
This a search that is enabled when Chatter is disabled and/or Global Search is not enabled
Sidebar Search
T or F. Sidebar search returns custom fields if the values are unique
False
This is a SF feature used to automatically generate a Chatter post when data within a record changes
Feed tracking
What are three (3) Chatter features?
1. upload a file2. book mark a post3. like a post
This grants additional access to users who are linked to a profile but require exceptions.
Permissions Sets
Name the 6 standard profiles.
Contract managerSolution managerStandard UserMarketing UserSystem AdminRead Only
Public Read/Write/Transfer is an OWD that can be applied to only 2 objects.
Cases and Leads
This permission grants access to user records to mgmt based on their level in the role hierarchy.
Grant Access Using Hierarchies
Your profile determines your ______ page layout.
Home
Your home page layout consists of ______.
Components
This allows you to choose to export report data in .csv or .xls format.
Export Details
This allows you to export a report and maintain the report format.
Printable View
SF for outlook can sync which objects:
Contacts, Emails, Events and Tasks
This permission must be on a custom object to allow an activity to be linked to it.
Allow Activities
Feature in SF that allows you to book meetings and propose meeting times to attendees.
Cloud Scheduler
___________ ___________ is enabled when Chatter is enabled for searching.
Global Search
________________ _____________ is enabled when Chatter is disabled for searching.
Sidebar Search
Field tracking cannot occur on fields with more than _____ characters.
255
You can track up to _____ fields per object.
20
Name the two relationships with objects. Determine which one allows roll up summary fields.
Master Detail - allows roll up summary fieldsLookup
How many roll up summary fields can object have?
10
When to use Lookup or Master Detail relationship?
Master Detail- when custom object and you want to use roll up summary fields; cascade record level security and deletion; when a relationship is mandatory Lookup- for standard fields and use when the "many" object is standard object.
Name the four main field types
Formula- calculations based on other valuesRoll up Summary- record count of related recordsMaster Detail- create relation between custom objectsLook up summary- creates relationship between std objects
This controls three things:1) page layout2) picklist values3) business processes for a page
RecordType
Tor F. Master records are records that exist before record types are established.
True
T or F. Leads convert to opportunities once the lead has purchased something.
True
This allows you to assign leads to a specific profile or person based on defined criteria.
Lead Assignment
Leads are converted to three things.
AccountOpportunityContact
T or F. Leads cannot be converted to an existing oppty.
True
A technique in SF to identify those leads as "hot" or "cold" based on if their purchase history.
Lead scoring
T or F. Custom lead fields need to be mapped over and created in order to be available on a contact, lead, or oppty.
True
T or F. A lead does not become READ ONLY once converted.
False
Feature in SF that allows an org to attribute oppty revenue to multiple users.
Oppty Splits
Opportunity Stages are defined by three things:
TypeProbabilityForecasting
T or F. An opportunity can have more than one pricebook.
False
T or F. One pricebook must be active in order to link a product to a quote or oppty.
True
Org wide access privileges for pricebooks are
View OnlyUseNo Access

An opportunity can have more than one campaign. T or F.
False
How to calculate Campaign ROI? What must be true?
Total Value won opptys- actual cost / actual cost=% all opptys must be closed/woncampaign must be oppty primary campaign
You can have up to 5 campaign in your campaign hierarchy.
True
Force.com managed sharing is based on what three things?
Record ownershipRole hierarchySharing rules
A Queue can own what three types of records?
Custom objectsCasesLeads
What five actions can an owner execute on a record?
View, Edit, Transfer, Share, Delete
What is the purpose of the role hierarchy?
Enables users above another user in the hierarchy to have the same level of access to records owned by or shared with users below.
True or False. The "Grant Access Using Hierarchies" option is enabled by default?
True
True or False. The "Grant Access Using Hierarchies" option is always turned on for standard objects and is not editable.
True
Record types allow you to offer what three things to different users based on their profiles?
Business processesPicklist valuesPage layouts
How many custom fields can you create on a lead page?A. 200B. 300C. 400D. 500
500
Name three things affected by deleting a custom field from a lead page.
1. Filters that use the custom field2. Result of assignment rules3. Result of escalation rules
Name 4 things you can do from your user Chatter profile page.
Any of these:1. Change your profile picture2. Edit contact information3. View content on different tabs4. Edit your profile5. Access personal settings
What are the four access levels for share objects?
1. Private2. Read only3. Read/write4. Full access
Define criteria based sharing rules.
They determine whom to share records with based on field values in records.
What are the four organization-wide sharing default setting options?
1. Private2. Public Read Only3. Public Read/Write4. Public Read/Write/Transfer
What do we use to make automatic exceptions to organization-wide sharing settings?
Sharing rules.
What do we use sharing rules for?A. Grant wider access to dataB. Restrict access to dataC. Duplicate and forward data
A. Grant wider access to dataNote: Sharing rules are not used to restrict access to data.
True or False. Users can have exactly one profile.
True
True or False. Users can have exactly one permission set.
False. They can have multiple permission sets.
List 6 Standard Profiles.
1. Standard User2. Solution Manager3. Marketing User4. Contract Manager5. System Administrator6. Read Only
Which settings can not be modified for individual users? (Select all that apply.)A. LocaleB. User interfaceC. LanguageD. Search settingE. Currency
B & D
A US sales rep is reporting that new opportunities she creates do not default to the US dollar currency, and she has to change them manually. How can this be resolved?A. Change the corporate currency in the company profile.B. Enable advanced currency management.C. Change the personal currency on the users record.D. Change the record currency for opportunities.
C
Match the user issues (identified by numbers) with the user interface setting that will resolve it (identified by letters.)1. Too many incomplete records2. Not possible to mass edit3. Too much navigation to see recent and related records4. Many fields on records which users don't need to see all the time5. Too much horizontal scrolling needed to see records and reports on laptopsA. Enable collapsible sidebarB. Enable hover details and related list cover linksC. Disable quick createD. Enable collapsible sectionsE. Enable enhanced lists and in-line editing
1-C2-E3-B4-D5-A
Who has the permission to edit a chatter profile?A. A users managerB. An administratorC. Profiles are not editableD. And individual user
D
List five things the profile determines.
1. What apps the user can see and use2. What tabs they can access3. What permissions they are granted4. What fields they can view5. Which fields they can edit
What 4 Object Permissions can be specified?
Create, Read, Edit, Delete (CRED)
What are the 3 tab settings options?
Tab HiddenDefault OffDefault On
True or False? Standard profiles can not be edited and deleted.
True
Name three standard chatter profiles
1. Chatter free user2. Chatter moderator user3. Chatter external user
The Chatter App contains what 5 default tabs?
Chatter, Profiles, People, Groups, Files.
Match a standard profile (numbered) to its definition (letters)1. System Administrator2. Standard User3. Solution Manager4. Marketing User5. Contract Manager6. Read-OnlyA. Standard user permissions plus can import leads for the organizationB. Superuser, can customize and administer the applicationC. Standard user permissions plus can manage published solutionsD. Can only view recordsE. Standard user permissions plus can edit, approve, activate and delete contractsF. Can view and edit records they can access and delete their own records
1-B2-F3-C4-A5-E6-D
What is the difference between settings and permissions on a profile?
Settings determine what users can see in the user interface, for example, apps, tabs, record types, page layouts, and fields.Permissions determine what users can do with the data they have access to, for example, customize app, run reports, mass email, create leads, edit opportunities.
What do object permissions control?
The kind of records (object) users can view, create, edit, or delete. (CRED)
What information is contained in a user record?
Personal information, such as name and contact details, security and access information, such as username, profile, role, and login history, locale information, such as TimeZone, locale, language, and currency
How could you quickly create multiple users?
By clicking the add multiple users button under manage users in set up
Does enabling chatter invitations require additional CRM licenses?
No, it uses no CRM licenses. However, each invitee that accepts the invitation to join chatter is assigned one of the 5000 chatter free licenses that, with each organization.
One of your users receives an error message when they try to login. Where could you look to troubleshoot the issue?
The login history related list on the user record
Settings determine what users can see in the user interface. Which of the following settings can be modified by an administrator? (Choose all that apply)1. Apps2. Customize app3. Tabs4. Run reports5. Record types6. Mass emails7. Page layouts8. Create leads
Apps, Tabs, Record Types, Page Layouts, Fields
With enhanced profile list views enabled, how many profiles can you load up and view on a single list?100200300400500
200
What is the maximum number of permission sets that can be created?100500100020003000
1000
Organizationwide defaults set the default level of access users have two records they do not own.True or False?
True
Organizationwide defaults are set to private. Kathy is assigned the US sales director role. Jennifer is assigned to the EMEA sales director role. Phil is assigned to the US sales rep role. Keeping in mind the role hierarchy, which of the following statements are true regarding Cathy's access to opportunities? (Select all that apply)A. Kathy can view and edit her own opportunityB. Kathy can view and edit Jennifer's opportunityC. Kathy can view and edit Phil's opportunityD. Kathy can view but cannot edit Phil's opportunityE. Kathy can view but not edit Jennifer's opportunity.
A & C
How would you allow collaborative access to the accounts, contacts, contracts, opportunities, and cases of a US sales rep, and APAC sales rep, and an EMEA sales rep?A. By creating three account sharing rules to share the records between the three sales reps.B. By creating a public group for the three sales reps, and one account sharing rule to share the public groups records with itself.C. By changing the organization wide defaults for accounts to public read/write.
B.
The organization wide default is set to private and all object permissions are enabled. Can the East sales director role view data owned by the West sales director role?
NoThere is no lateral sharing of access. Therefore, the East sales director cannot view data owned by the West sales director.
The organizationwide default is set to private. Phil Smith, the owner of the ABC labs account, is a US sales rep reporting to the US sales director. The users in the US sales rep role can edit all opportunities associated with the accounts they own. Tim, an EMEA sales rep, owns an opportunity associated with the ABC labs account. Identify the correct role access (select all that apply).A. Phil can view but cannot edit Tim's ABC labs opportunityB. Tim cannot view or edit Phil's account.C. Phil can view and edit Tim's ABC labs opportunity.D. Tim can view and edit Phil's account.E. Tim can view but cannot edit Phil's account.
C & E
Name three customizations that can be made to standard fields.
Change the field labeladd help textadd and edit values in picklist's
In custom fields, data loss can occur in what to circumstances?
1. When changing the data type of a custom field.2. When deleting a custom field.
Name the four steps required to create a custom field.
1. Choose the data type2. Enter the details3. Establish field level security4. Add to page layouts
What 4 field types can be the controlling field in a dependent picklist?
Standard picklistCustom picklistStandard checkboxCustom checkbox
What 2 field types can be the dependent field on a dependent picklist?
Custom picklistCustom multi-select picklist
List 8 characteristics of custom formula fields (Memorize)
1. Read Only Fields2. Not visible on edit pages3. Supported on standard and custom objects4. Can reference standard, custom or other formula fields5. Can not reference descriptions or custom long text area fields6. Not searchable7. Not available for lead conversion8. Not available for data export
List 5 characteristics of a page layout. (Memorize)

1. Controls the display of detail and edit pages 2. Controls page section customizations 3. Allows you to set field properties 4. Can be unique for a specific business scenario 5. Can be assigned to a specific profile
Which profile component would you use to make a field required?Lookup fieldFormula fieldRelated listPage layout
Page layout
Which statements are true about business process? (Select all that apply)1. A business process will be available to users only when it is associated with one or more record types and the record types are added to the user profiles.2. Each record type is associated with one or more business process.3. For opportunity objects, record types are created before business processes.4. Record types implement business processes through page layouts.5. Record types help track sales lifecycles across divisions, groups, or markets.
1 & 4
Which custom fields can be marked as unique? (Pick three)A. EmailB. FormulaC. NumberD. DateE. TextF. Look up
A, C, E.
What are the four steps in the data validation design methodology?
1. State the business requirements2. Break down business requirement3. Express the error condition4. Compose an error message
What four things can you modify on standard fields?
Field level securityThe field labelHelp textPicklist values
What two types of custom fields allow users to select a value?
Pick lists and lookups
True or False: A checkbox can be a controlling field in a field dependency.
True
What happens when you delete a custom field?
The field's data is also deleted. Deleted fields and their data are stored for a maximum of 15 days, during which they can be undeleted or permanently erased.
What does the page layout control?
The page layout controls the fields, sections, related lists, and buttons that appear when users view or edit a record.
What is the difference between standard and custom validation?
Standard validation allows you to mark certain custom fields as universally required and/or unique.Custom validation allows you to create validation rules, using your own business specific criteria, to prevent users saving invalid data in one or more fields.
When you define a data validation rule, what else must you also defined?
An error message.
Can tasks and events be customized?
Yes. Not only can these objects be tailored to suit your business needs with custom fields, page layouts and record types, this can drive user adoption. In addition, any fields added to these objects can be reported on and analyzed.
List seven differences between import wizard and data loader.
1. Import wizard has a maximum of 50,000 records. Data loader can import up to 5 million records.2. Import wizard will alert you to duplicates.3. Import wizard allows you to choose whether or not to trigger workflow rules.4. Data loader can load all objects.5. Data loader can schedule imports.6. Data loader can save mappings for later use.7. Import wizard can only import and update. Data loader can update, up CERT, export, or delete data.
Which of the following statements are true about importing data using the import wizard? (Select all that apply)1. You can import accounts, contacts, leads, solutions, and custom objects using the import wizard.2. You can work with both records of data and metadata3. Standard users can import up to 50,000 account or contact records at a time4. Standard users can import up to 500 account or contact records at a time.
1 and 4
Identify the statements that defined the data loader? (Select all that apply)1. Can be used only to insert or extract salesforce records2. Can be used to insert update delete or export salesforce records3. Can be used only to update and delete salesforce records4. Can be used to read, extract, and load data from CSV files5. Can be used to read, extract, and load data from any Microsoft office file.
2 and 4
Identify the statements that are true about deactivation of a user? (Select all that apply)1. All records associated to the user are deleted from salesforce2. The user can continue to access salesforce with his credentials3. The integrity of historical data is maintained4. The user is prevented from accessing salesforce5. Deactivation frees up a salesforce user license
3, 4, 5
For how many days will the recycle bin hold deleted data?1. 102. 53. 84. 15
4 - (15 days)
Which users have access to import wizards?
Standard user profile users need the import personal contacts permission to use the personal accounts and contact wizard.Marketing user profile users need the import leads permission to use the leads wizard. The marketing user checkbox on the user record needs to be checked.
Describe the benefits of the import wizards.
Data can be imported from any CSV file.You can choose whether or not to trigger workflow with the import.Match on name, email or salesforce ID to prevent duplicate records.
List the benefits of the data loader.
Import large files (50,000 or greater)Load objects such as products or opportunitiesSave field mappings for later useUpdate, upsert, export or delete data
Can a bad import be undone?
Yes-using mass delete records.
Can user records be deleted? If yes, describe the implications. If not, why?
User records cannot be deleted.
List three ways to backup data.
Reports, scheduled backup service, manual backup.Reports, data export service, data loader.
What can you do with users records when they leave the company?
Closed records such as opportunities and cases can be left assigned to their respective users, while open records can be transferred to new owners using the mass transfer tool.
True or False? Access to folders does not rollup in the role hierarchy.
True
How many additional filters can be added to a report?102050100
20
How many custom summary formulas can be added to a report?351015
5
True or false? A custom summary formula can reference other summary formulas.
False
True or false? A custom summary formula can reference formula fields in the data.
True
True or false? A custom summary formula can only display on summary rows, not detail (record) rows.
True
Which chart type is best for comparing many groups of data?Pie chartVerticle Bar ChartFunnel ChartHorizontal Bar Chartline chart
Horizontal Bar Chart
Which chart typeIs best suited for displaying changes over time?Scatter chartfunnel chartline chartdoughnut chart
Line chart
Which chart type is best used to compare shares of the grand total?Bar chartsline chartspie chartsscatter chartsfunnel charts
Pie charts
Which chart type is best used to visualize the correlation between values in a group?Bar chartline chartdoughnut chartfunnel chartscatter chart
Scatter chart
Which chart type is good for comparing multiple groupings and the proportions between values?Grouped lineside-by-side barstacked barscatter chart
Stacked bar
Which chart is best used to display proportions between values in each grouping?Grouped linestacked to 100% barstacked barside-by-side barline chart
Stacked to 100% bar
Which of the following statements are true about dashboards? (select all that apply)1. Displays data from custom source reports2. Is comprised of up to 20 components3. Can not use visual force pages to present data from other sources4. Has a running user to determine what data is visible
1, 2, 4
What are the four types of dashboard components?
Tables, Charts, Gauges, Metrics. Graphs are NOT a dashboard component type.
Which dashboard component type displays a single date of value drawn from the grand total of a report?Tableschartsgaugesmetrics
Gauges
What is the definition of a dynamic dashboard?
Data is displayed based on the security settings of the user viewing it, not based on the running user. Eliminates the need to create multiple dashboards for different users.
How many filter options can be added To a dashboard?5101520
10
How many filters can be added to a dashboard?351015
3
Dashboard filters must be based on which of the following fields? (select all that apply)1. Number field2. date field3. picklist field4. Lookup field5. formula field6. text field
2, 3, 4, 6
True or false?You can add filters to dashboards with visual force or S control components.
False
Match a report builder feature to its description:1. Report type2. Scope3. Fields pain4. Report format5. Groupings6. Summarized fields7. Custom filtersA. Additional criteria that you can set to limit the data that you seeB. Numerical fields that are aggregated to display subtotals and the grand totalsC. Sets of records, listed together, that share a common value for a particular fieldD. Determines how the records are organized. You can select tabular, summary, matrix, or joined.E. The list of fields available, from which you can select your report columnsF. Standard filters that determine what records you see, and that the time frameG. Determines which object or related objects you can report on
1-G2-F3-E4-D5-C6-B7-A
What are the four report formats?
Tabular, summary, matrix, and joined
How many custom summary formulas can you have per report?
Five
What chart types are suitable for comparing multiple levels of grouping on a report?
Side-by-side bar chart, stacked bar chart, stacked to 100% bar chart, and grouped line chart
What types of components can you have on a dashboard, and what data do they display?
Table and chart components display data from the summary rows of a source report.Gauge and metric components display the grand totals from the bottom of a report.Visual force components can display data from other sources.
What does the dashboard running user determine?
The running user determines what data viewers of the dashboard will see.
If you add a chart component to a dashboard, you can choose between which of the following chart types? (Choose all that apply)1. Horizontal bar2. Chronological timeline3. Vertical column4. Line5. Pie
1, 3, 4, 5
Which type of reports can be used to create dashboards?Standardcustomstandard opportunitystandard account
Custom
Which tasks can an administrator perform? (Choose all that apply)1. Run a report on Monday, and then scheduled the same report to run every Monday for the next four weeks2. Schedule a report to run only once a week from today3. Schedule a report to be emailed to a recipient who is not a user4. Schedule a report to run at approximately 6:00 PM
1, 2, 4
Which statement is NOT true for custom summary formulas?1. You can have a maximum of five on a report2. The formula can reference other summary formulas3. The calculation only applies to summary rows, not detail rows.4. The formula can reference custom formula fields in the data
2
What can be modified using the report options at the top of a summary report? (Choose all that apply)Timeframehow the records are groupedthe columns displayedthe fields that are summarized
Time frame and how the records are grouped
Access to a report is determined by the folder in which the report is stored.True or false?
True
Match the report format with its description.1. Tabular report2. Summary report3. Matrix reportA. A list of records sorted into groups with subtotalsB. Data is summarized in a grid to compare related totalsC. A simple list of records with no subtotals
1 C2 A3 B
What are the four types of email templates?
TextHTMLCustomVisual force
A workflow rule automates workflows based on an organization's requirements and triggers workflow actions based on criteria. What are the four types of workflow actions?
TasksEmail alertsField updatesOutbound messages
List three ways workflow rules can be evaluated.
When a record is createdWhen a record is created, and every time it's editedWhen a record is created, and anytime it's edited to subsequently meet criteria.
True or false? You can create email alerts for workflow rules on activities.
False
How many time triggers can be added to each workflow?5101520
10
When it is workflow evaluated? (Put the following rules in proper order)Auto response rulesWorkflow rulesAssignment rulesEscalation rulesValidation rules
Validation rulesAssignment rulesAuto response rulesWorkflow rulesEscalation rules
Web to lead can generate up to what number of leads per day?100300500700
500
The web to case feature can generate up to how many cases per day?1000300050007000
5000
What are the two main parts of workflow?1. Actions and time triggers2. Rules and actions3. Email alerts and field updates4. Rules and tasks
2
When are workflow rules evaluated?Before a record is deletedwhen a record is created or updatedafter a record is createdwhen a record is cloned
When a record is created or updated
If a lead does not meet any of the criteria specified in the assignment rule, It will be assigned to the default lead owner. True or False?
True
The web to case feature has more template options than web to lead. True or False?
True
Custom reports must be saved in what three types of folders?
Custom, personal, or unfiled
Users with different access levels who run the same report at the same time will always see the same data. True or false?
False
Access to a report is determined by the folder in which the report is stored. True or false?
True
Which characteristics apply to standard reports? (Choose all that apply)1. Are out-of-the-box reports2. Can be deleted3. Can be modified and overridden4. Can be modified and saved as new reports
1 and 4
What can be modified using the reports options at the top of a summary report? (Choose all that apply)Time framehow the records are groupedthe columns displayedthe fields that are summarized
Timeframe and how the records are grouped
How many field of filters can be added to a report?10203040
20
Which feature of solutions applies in a service cloud implementation?1. Solutions can be categorized to improve search results2. Solutions can only be assigned to one category3. Solutions can be exposed to customer access from sites and portals4. Solutions require additional licenses with the service cloud
1
What feature of salesforce knowledge might benefit a service cloud implementation?1. Support agents can see which article version was shared with a customer2. A support agent can create an article while still working on a case3. Solution categories allow for more readable consistent and relevant articles4. Licensing for solutions provides the ability to expose articles to customers on a website
1 and 2
What does a workflow rule do?
It sets workflow actions into motion when certain conditions are met. Actions can take place immediately or on a specific date according to a trigger.
What do we need to verify or configure to properly set up web two case?Escalation ruleauto response ruleworkflow actionemail templates
Auto response rule and email templates
Regarding the process for ensuring the right agent works on each case as soon as it's created, which service cloud feature contributes to a more efficient and automated routing process?Case assignment rulesvalidation rulescase escalation rulescase queues
Case assignment rules and case queues
Consider the steps needed to follow to create a workflow rule from the case object. Arrange the steps in the correct order.1. Specify the rule criteria2. Add the workflow action3. Create a new case4. Create a workflow rule5. Activate the workflow rule
3, 4, 1, 2, 5
List five benefits of the salesforce console for service.
Fewer clicksless scrollingmultiple related records on one screenmaintain contextlimit switching between pages
What can support agents do with the salesforce console for service?1. Access the salesforce console for service from the call center application2. Access the soft phone pop-up from the footer instead of a sidebar3. They can see case, account, and contact tabs on one screen4. They will run telephony reports for average hold and talk times
2 and 3
What is true about standard fields? (Choose all that apply)1. Standard fields can be deleted2. The values in standard pick lists can be edited3. Field level help for standard fields cannot be edited4. Custom formatting can be applied to standard auto number fields5. Look up filters can be applied on relationship fields
2, 4, 5
Which statements are true regarding universally required fields? (Choose all that apply)1. Must have a value whenever a record is saved within salesforce2. Can be read only or removed from page layouts3. Must be included in your import files or the import will fail
1, 3
What is the purpose of a profile? (Choose all that apply)1. Determine what users can do with the records they can access2. Determine what records the user can access3. Determine how users see the records they can access4 determine the roles in the role hierarchy
1 and 3
What standard profile allows the user to configure and customize salesforce?Standard userSystem administratorMarketing userRead-only
System administrator
What profile permission allows the user to create, edit, and delete all organizational data, regardless of sharing settings?View all dataModify all dataView setup and configurationModify all
Modify all data
What can appear in a summary row on a report?1. Records2. The field by which the records are grouped3. Summarized fields4. Custom summary formulas5. Record count6. Grand totals
2, 3, 4, 5
What cannot be highlighted on a report using conditional highlighting?1. Summarized fields in the summary rows2. Custom summary formulas3. Fields on individual records in the detail rows4. Grand total fields
3
When a user drills down from a dashboard component to the source report, they noticed that the data on the source report is different to the dashboard. Why might this be? (Choose all that apply)1. The user and the dashboards are running user are different2. The report has not been refreshed3. The dashboard is a dynamic dashboard4. The dashboard has not been refreshed5. The user is drilling down to a filtered source report
1, 4, 5
In addition to controlling record access, roles control access and visibility in what other areas?SolutionsFoldersForecastsContentKnowledgeReports
Folders, Forecasts, Knowledge, Reports
A user 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 she be able to edit product support cases?Yes or no.
No. She will not be able to edit product support cases because object permissions give her only read permission. When working with object access, the most restrictive wins.
Both a sharing rule and an account team give a user access to the Dixon chemical account. The sharing rule gives him read access, and the account team gives him read/write access. Will he be able to edit the Dixon chemical account? Yes or no.
Yes. You will be able to edit the Dixon chemical account, because the account team gives him read/write access. When working with record access the most permissive winds.
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? Yes or no.
No. He will not be able to edit the rating field, because field level security settings make the field read only. When working with field access, the most restrictive wins.
What happens when an administrator creates a custom tab for a custom object? (Choose all that apply)1. The custom object has a homepage2. Users can search for records of the custom object3. New records of the custom object can only be accessed from the related list on the parent record4. A custom app containing the custom tab is automatically created5. New records of the custom object can be created from the sidebar
1, 2, 5
Which statement is true for a master detail relationship? (Choose all that apply)1. Record access of detail records are controlled by the master record2. A master record and a related detail record can have different owners3. Deleting a master record also deletes the detail record4. A detail record can be shared using sharing rules
1, 3
What is a benefit of creating a custom app for users?1. Provides users with a place to share and install apps2. Gives users access to the tabs and objects they need3. Differentiates standard and custom objects for users4. Allows users to manage custom objects and tabs
2
What privileges can be given to a delegated administrator? (Choose all that apply)1. Modify the role hierarchy2. Create and edit users3. Assign users to specified profiles4. Modify profile permissions5. Manage custom objects
2, 3, five