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241 Cards in this Set
- Front
- Back
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How is it possible for a user to own a record and not see it? |
If the user's profile does not allow access to the record object type. |
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What is a Junction Object? 1. An object type to connect external web services 2. A Many-to-Many relationship created with two lookup relationships 3. A standard object 4. A Many-to-Many relationship created with two lookup master-detail relationship |
4. A Many-to-Many relationship created with two lookup master-detail relationship |
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A user would like to generate a list of contacts for a mailing list. What type of report would be the most appropriate to use? 1. Matrix 2. Tabular 3. Joined 4. Summary
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2. Tabular |
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What are the ways leads can be captured with Salesforce? (Choose two answers) 1. Email to Lead 2. Web to Lead 3. Lead Assignment 4. Lead Import |
2. Web to Lead 4. Lead Import |
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You can make fields visible, read-only, and required using Page Layouts. 1. False 2. True |
2. True |
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What should a system administrator use to disable access to a custom application for a group of users? 1. Profiles 2. Sharing Rules 3. Web Tabs 4. Page Layouts |
1. Profiles |
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In which scenarios will the sharing button appear? 1. When the sharing model for the object is private 2. When the sharing model for the object is public read/write 3. It will always appear 4. When the sharing model for the object is private or public read only |
1. When the sharing model for the object is private 4. When the sharing model for the object is private or public read only |
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A system administrator needs to restrict users ability to view a dashboard. How can this be accomplished? 1. Restrict the access to the folder that the dashboard is located 2. Create a sharing rule to restrict the access 3. Disable access to the dashboard on the users profile 4. Restrict the access to the folder that the source report is located |
1. Restrict the access to the folder that the dashboard is located |
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Is it possible to share a custom object record manually? 1. True 2. False |
1. True |
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Which statements about custom summary formulas in reports is true? 1. Reports can be grouped by a custom summary formula result 2. Custom summary formulas can reference a formula field within a report 3. Custom summary formulas can reference another custom summary formula 4. Custom summary formulas can be used in a report built from a custom report type |
2. Custom summary formulas can reference a formula field within a report 4. Custom summary formulas can be used in a report built from a custom report type |
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A sales manager would like to view a dashboard from the perspective of different users and switch between users without editing the dashboard, how would an administrator enable this? |
Grant the sales manager the "View my Teams Dashboard" permission Create the dashboard as a dynamic dashboard |
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You can restrict a profiles view to a certain field by using which feature? 1. Roles 2. Profiles 3. Field Level Security 4. Permission Sets |
3. Field Level Security |
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Gauge and metric dashboard component types are based on what from a report? 1. Grand Total 2. Chart 3. Average 4. Sum |
1. Grand Total |
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Why should you consider using the Import Wizard over the Data Loader? 1. If you need to import more than 1,000,000 records 2. You need field auto-mapping functionality 3. If you require some De-Duplication 4. If you need to import to custom objects only |
3. If you require some De-Duplication |
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What should a system administrator consider before importing a set of records into Salesforce? 1. The import file should include a record owner for each record 2. Currency field values will default to the personal currency of the record owner 3. Data should be de-duplicated in the import file prior to import 4. Validation rules are not triggered when importing data using the import wizard |
1. The import file should include a record owner for each record 3. Data should be de-duplicated in the import file prior to import |
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What can an email template contain? 1. Text 2. Attached File 3. Macro 4. Merge Field |
1. Text 2. Attached File 4. Merge Field |
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Standard picklist fields cannot be dependent fields 1. False 2. True |
2. True |
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Data loss can occur when changing fields from the following types (choose all that are correct) 1. Changing from a checkbox to any other type of field 2. Changing from a Number field to a Text field 3. To a Number field from any other type of field 4. Changing from a multi-select picklist to any other type |
1. Changing from a checkbox to any other type of field 3. To a Number field from any other type of field 4. Changing from a multi-select picklist to any other type |
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What are the different types of Sharing Rules? 1. Case Sharing Rules 2. Lead Sharing Rules 3. Account Sharing Rules 4. Solution Sharing Rules 5. Custom Object Sharing Rules |
1. Case Sharing Rules 2. Lead Sharing Rules 3. Account Sharing Rules 5. Custom Object Sharing Rules |
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If the Org Wide Default is Public Read/Write, what feature in Salesforce is needed to restrict access to that object? 1. Role Hierarchy 2. Profile 3. Record Type 4. Page Layout |
2. Profile |
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Field Level Seurity or Page Layout can be used to make a field required 1. True 2. False |
2. False |
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Which of these is not a Salesforce feature? 1. Web to Lead 2. Email to Lead 3. Web to Case 4. Email to Case |
2. Email to Lead |
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You can use standard reports when creating Dashboards? 1. False 2. True |
1. False |
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A user can still report on a field they have access to, if it is hidden from the page layout 1. True 2. False |
1. True |
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Where can you make a field required? (Select all that apply) 1. Field Edit page 2. Page Layouts 3. Record Type 4. Validation Rules 5. Workflow Rule |
1. Field Edit page 2. Page Layouts 4. Validation Rules |
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If a user is working in Salesforce when the login hours end, what happens?
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The user can continue viewing the page they are currently on, but if they take further action or navigate to a new page they will be logged out. |
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Where can Login Hours be set? |
At the profile level |
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What do you need to consider before enabling the My Domain feature? |
1. After the new domain has been deployed, it cannot be reversed 2. Visualforce page URLs will change |
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What is the upper limit for records imported using Data Loader? |
5,000,000 |
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What is the upper limit for records imported using the Data Import Wizard? |
50,000 |
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When creating a group task in Salesforce, an individual copy of a task can be assigned to as many as __ users? |
100 |
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Shared Activities lets users relate events to how many contacts? |
50 |
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A dashboard shows data from source reports in the form of visual components. These components could be all except for: 1. Charts 2. Visual Force pages 3. Gauges 4. Custom report types |
4. Custom report types |
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Roll-Up Summary fields allow you to perform which operations. (Select all that apply.) 1. Max 2. Sum 3. Average 4. Count 5. Mode 6. Min |
1. Max 2. Sum 4. Count 6. Min |
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A sales person wants to create a dashboard to see how their sales numbers are compared to their peers. What permissions does the sales person need to accomplish this? |
Manage Dashboards View All Data |
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Who can modify access to report folders? |
1. Users with "Manage Public Reports" permission 2. System Administrators |
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A dashboard on your Home page will refresh when you login to Salesforce: True False |
False |
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All users who run a report at the same time will see the same information? False True |
False |
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A dashboard on your Home page will refresh when you login to Salesforce? False True |
False |
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What types of charts can a Chart dashboard component display? |
Bar Column Line Pie Donut Funnel Scatter |
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If you would like a report to be emailed to a user, the report must be in a public folder? |
True |
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Roll-Up Summary fields allow you to perform which operations. |
Min Max Count Sum |
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Who can modify access to report folders? |
Users with "Manage Public Reports" permission System Administrators |
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What are all of the available dashboard component types, including chart types? |
Bar Column Line Pie Donut Funnel Scatter Table Metric Gauge Visualforce Page Custom sControl |
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When workflow tasks are assigned to an empty role where are those tasks reassigned? |
The person who triggered the rule
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Salesforce limits the number of times triggers can execute per hour. What is the limit for Enterprise Edition? |
500 |
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Identify the workflow actions: |
New Task New Email Alert New Field Update New Outbound Message Select Existing Action |
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Workflow rules are evaluated after: |
Workflow rules are evaluated after:
After Assignment rules After Auto-response rules After System Validation rules |
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When a workflow task assigned to a role containing more than one person, who is assigned the task? |
The owner of the record that triggered the task. |
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When can Time triggers be added to a workflow rule? |
1.When the rule is inactive. 2. When the rule does not have pending actions in the workflow queue. 3. When the rule criteria is not set to Every time a record is created or edited. |
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An approver's delegate has the authority to approve a request. |
True |
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Which step should an administrator do before performing the Mass Transfer Approval Processes? |
Ensure the new user has the required permissions. |
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Which profiles listed are a standard profile? Select all that apply
1. Marketing User 2. Standard User 3. Contract Manager 4. Invoice Manager |
1. Marketing User 2. Standard User 3. Contract Manager |
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To track revenue gain or loss based on currency fluctuations, you must implement what feature? |
Advanced Currency Management |
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Formulas ignore Field Level Security settings |
True |
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What is true about dynamic dashboards: 1. A dynamic dashboard will refresh automatically several times a day 2. A dynamic dashboard will show data according to the user's security settings 3. In dynamic dashboards, the source reports used can vary according to the user |
2. A dynamic dashboard will show data according to the user's security settings |
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When converting a Lead, what values are transferred to the Opportunity? 1. Stage = First stage in list 2. Close Date = Last day in fiscal quarter 3. Amount = Lead Amount 4. Close Date = Today |
1. Stage = First stage in list 2. Close Date = Last day in fiscal quarter |
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What permissions are needed to import leads and contacts to a Campaign? |
Marketing user checkbox & profile |
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Which of these objects can you map a field to on lead conversion? 1. Account 2. Opportunities 3. Contacts 4. Cases |
1. Account 3. Contacts |
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Which of the following are standard Salesforce Objects? 1. Pricebook 2. Contract 3. Ticket 4. Opportunity Product |
1. Pricebook 2. Contract 4. Opportunity Product |
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What are the different types of Sharing Rules? 1. Solution Sharing Rules 2. Case Sharing Rules 3. Lead Sharing Rules 4. Account Sharing Rules 5. Custom Object Sharing Rules |
2. Case Sharing Rules 3. Lead Sharing Rules 4. Account Sharing Rules 5. Custom Object Sharing Rules |
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Which of the following fields CANNOT be a controlling field for Dependent Picklists? 1. Custom Checkbox 2. Custom Multi-Select Picklist 3. Custom Picklist 4. Standard Picklist 5. Standard Checkbox |
2. Custom Multi-Select Picklist |
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Profiles and Permission sets must share what: |
1. User license specification |
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Why use Permission sets as opposed to Profiles to grant access to an object or tab? |
To gran specific users, rather than profile types, access to that object or tab |
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What items can profiles control that permission sets cannot? |
Console Layout Page Layouts (standard and custom) Password Policies Login IP Ranges |
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Company Profile includes all of the follow except for:
Fiscal Year Settings Business Hours Default Language Company Login Hours |
Company Login Hours (no such thing) |
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It is possible to create both a custom report type and a custom report format? |
No, only custom report types are possible. Formats are fixed. |
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What is the difference between the CASE() function and IF() function? |
IF() checks just one logical statement, while CASE() goes through a series of statements, called cases |
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When building formulas, which three functions can take pick-list values as arguments? |
ISPICKVAL() CASE() TEXT() |
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A user's locale influences: |
Time zone How date fields are displayed Number formats Language Currency |
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T/F: Admins can set a policy to lock users out after a certain # of invalid login attempts. User can be unlocked by admin. |
True |
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T/F: freezing a user frees up their license. |
False |
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User total access is determined by: |
Profile PLUS permission sets assigned |
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Which formula functions can be used to detect whether an expression contains a specific value? |
BEGINS(text,compare_text) INCLUDES(text,compare_text) |
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Where is the 'View My Team's Dashboard' permission located? 1. User profile 2. Role hierarchy 3. Profile |
3. Profile |
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If the organisation wide default prevents users from seeing each other's records, what are the three ways to open up access? |
1. Amend the org wide default for the object 2. Enable sharing through the role hierarchy 3. Create sharing rules |
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When defining a public group for use in a sharing role, the group can be a composite of what? |
individual users roles roles and subordinates other public groups |
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What are the settings users can specify under Language & Timezone in their Personal Settings? |
Timezone Locale Language Email Encoding Currency (if multicurrency is enabled and configured) |
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If a currency is disabled, what happens to existing users and records with that specified currency? |
Users will default to the currency specified on the company profile. Old records will remain in the inactive currency but new records cannot be added in that currency. |
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If Advanced Currency Management is enabled, what happens to opportunity values in forecasts and reports when the conversion rate between currencies is updated? |
Closed opportunities retain the conversion rate specified at the time the opportunity is closed. Open opportunities will update to the new conversion rate. |
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Why might you choose to disable the option to quick create from the sidebar? |
Quick create doesn't enforce required fields or trigger validation rules, which can lead to data quality issues. |
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What are the five functions which can take multi-select pick-list values as arguments in a formula? |
INCLUDES() ISBLANK() ISNULL() ISCHANGED() PRIORVALUE() |
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How is the Page Layout assignment for a given user determined? |
By the profile of the user |
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Which features does Salesforce CRM provide for restricting login access to the application? |
A. Profile-based IP restrictions B. Organization-wide IP restrictions C. Profile-based login hour restrictions |
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An administrator changed the organization’s default language from English to Spanish. What must end users do to see this change? |
Change their language personal preference to Spanish. |
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Who may be assigned a workflow task? |
User Role Owner Partner User Portal Role |
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What five actions can an owner execute on a record? |
View, Edit, Transfer, Share, Delete |
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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. |
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True or False. The "Grant Access Using Hierarchies" option is always turned on for standard objects and is not editable. |
True |
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Record types allow you to offer what three things to different users based on their profiles? |
Business processes Picklist values Page layouts |
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What determines the record type visible to a given user? |
The user's profile type |
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What is the purpose of permission sets? |
To extent access rights to individual users without changing their profile type |
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At what level are permission sets assigned? 1. Roles 2. Profiles 3. Salesforce licenses 4. Individual Users |
4. Individual Users |
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When do activities appear under the “Activity History” section of the page? (Select 2 answers) A. Once the task status is complete B. Once the event status is complete C. Once the task due date is passed D. Once the start time of the event has passed |
A. Once the task status is complete D. Once the start time of the event has passed |
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How long will deleted custom fields be stored? |
Deleted custom fields and their data are stored until your org permanently deletes them or 15 days has elapsed, whichever happens first. Until that time, you can restore the field and its data. |
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True or false: Deleted custom fields still count against field type limits until they are removed from the recycle bin? |
True |
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True or false: It is possible to delete Standard fields from an Object? |
False |
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Define the steps involved in setting up an approval process? |
1. Control Which Records Apply to an Approval Process 2. Choose Approval Request Notification Templates 3. Choose an Automated Approver Throughout an Approval Process 4. Specify Who Can Edit Locked Records 5. Design the Approval Request Page 6. Specify Who Can Submit Records to an Approval Process |
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What are the two ways an approver can be notified of a record requiring approval? |
Create an email template or chatter post template (if Approvals in Chatter is enabled) and choose one or both methods for notifying the approver |
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When a record is first submitted for approval, the default initial submission action is to lock the record. What are the additional initial submission actions available? |
sending an email alert updating a field on a record creating a task sending an outbound message. |
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Where can an approver actually approve a record when it is submitted? |
Directly from the chatter feed (if Approval in Chatter is enabled) or on the record page Approval History related list |
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What are the four declarative automation tools offered by Salesforce? |
Process Builder Visual Workflow Workflow Approvals |
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Which two declarative automation tools support the following actions: Call apex code Create records Post to Chatter Submit a record for approval |
Process Builder Visual Workflow |
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What are the capabilities of the four declarative automation tools to update fields on records? |
Process Builder - any related record Visual Workflow - any record Workflow - the record or its parent Approvals - the record or its parent |
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Which two automation tools can invoke background logic when a user clicks a button or a link? |
Visual Workflow Approvals |
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What is the primary difference between adding a series of Trusted IP ranges under Network Access and adding IP ranges in a given profile? |
Trusted IP ranges will bypass activation. |
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What happens if a user attempts to log in outside the IP range specified in their profile? |
They will be denied access |
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If a look up reference connects two objects, how can a report on the parent object access additional fields on the child object? 1. They are available as part of the standard reports 2. A custom report type is required |
2. A custom report type is required |
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Which of the following is NOT a valid report format? Joined Matrix List Summary |
List. A report with no summary grouping is called a "Tabular" report |
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In what circumstance would a dashboard and its source reports always display different information to a user? |
When the 'running user' of the dashboard can read records which the user cannot, they will appear in the dashboard but not in the source report. |
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True or false: Chatter is enabled by default for all standard profiles? |
True |
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Which of the following are features designed to facilitate sharing files within Salesforce? Chatter Documents Static Resources Content |
Chatter Documents |
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True or false: Validation rules are not triggered during data importation? |
False |
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Your organization wants to PREVENT users from creating duplicating lead records in Salesforce. How can this be achieved? |
Install an AppExchange package OR Configure automatic duplicate lead blocking using Data.com |
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How is it possible to make a particular field visible depending upon another value on the record? |
Using record types |
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How is campaign ROI calculated? |
Using the value of the opportunities associated with it as their primary campaign |
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The API enabled checkbox must be checked if a user is to use an external application like Data Loader to retrieve records. Where is this checkbox located? |
At the profile level, not user level |
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Sharing rules can take what two things as criteria to determine whether a record should be shared? |
Based on record owner of the record Based on field criteria |
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If a particular profile has CRUD access to Opportunities, can a user with this profile delete a record owned by another user with the same profile above them in the hierarchy? |
No, users can only delete opportunities that a) they own or b) are owned by users lower than them in the role hierarchy. |
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How can the ability to manage, create and edit users be extended beyond the system administrator? |
Using either Profiles or Permission Sets |
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How is user experience affected differently by Role Hierarchy versus Profile/Permission Sets? |
Profile/Permission Sets specify what objects/fields a user can access Role Hierarchy determines which specific records a user can acces |
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What feature of Salesforce can be leveraged to grant a non-administrative user the ability to manage a SUBSET of Salesforce users? |
Delegated Administration. Permission sets and profiles can grant the ability to manage either all users, or none. |
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How are Sharing Rules different to Permission Sets? |
Sharing rules grant access to records, not objects or specific fields. Sharing Rules are a subset to Roles, whilst Permission Sets are a subset to Profiles. |
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The customer service team in your organization wants to capture emails sent to support@organization.com as cases within Salesforce. Attachments up to 5 MB must be supported. Which of the following features is ideally suited? |
On-Demand Email-to-case |
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Where are Page Layouts assigned to Record Types? |
At the profile level |
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Two users have access to the same record type but do not see the same fields when they create or view records, why would this be? |
The users have different profiles, and their profiles have either: 1. Different field level security settings 2. Different page layout assignments for the record type |
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What is the difference between Email-to-Case and On-Demand Email-to-Case? |
On-Demand Email-to-Case enables you to solely use Force.com to convert email to cases, whereas Email-to-Case enables you to use salesforce.com and your email system to convert email to cases. |
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What is the total email size limit for emails sent using On-Demand Email-to-Case? |
25 MB |
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Data Categories are used in which four Salesforce applications? |
Knowledge Ideas Answers Chatter |
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When ownership of an account is transferred to a user, which of the following will also be transferred? 1. Notes on the account 2. Contacts on the account 3. Opportunities 4. Open activities |
1. Notes on the account 2. Contacts on the account 4. Open activities |
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Who can an administrator schedule reports to be sent to? |
Himself Public Groups Roles Individual Users |
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What time based parameters can the administrator specify in relation to sending reports? |
1. Whether daily, weekly, or monthly 2. Start and end date for the schedule as a whole 3. Preferred start time (hour) for the job to be queued |
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Which of the following are related lists directly associated with the user record? (Select 3)
Managers in Role Hierarchy Cases Personal Groups Leads Queue Membership Opportunities Contacts |
Managers in Role Hierarchy Personal Groups Queue Membership |
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How can escalation rules be prevented from executing on public holiday? |
By specifying company holiday and associating the holiday with business hours |
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What parameters can an administrator set for password policies? |
Expiring time Passwords remembered Length Complexity Whether question contains password No. of invalid log ins Lockout effective period Obscure secret answer Whether 1 day minimum for passowrds |
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What are the options for specifying the time after which a case is escalated? |
Based on when the case is created Based on when it is created, but disabled after the case is modified Based on the last modification time of the case |
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How are case escalation rules structured? |
Escalation Rule (only one can be active at a time) Escalation Rule Entry Escalation Action |
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What are the three levels of access that can be granted using sharing rules? |
Read Only Read/Write Full Access |
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What setting must be changed in order to automatically send mobile browser users to the mobile browser version of Salesforce. |
Salesforce1 User setting on the User Record |
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You have a time-based workflow action scheduled to fire tomorrow. What happens if the criteria for this time-based workflow action is no longer valid once you update the record today? |
It will be removed from the Time-Based Workflow Queue and will no longer display. |
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True or False: A Lookup Relationship cannot be established between an object and itself, such as a Lookup Field to Contact on the Contact object. |
False (Except on the User object) |
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The Support Manager has requested that all cases that are not updated by a Support rep within 6 hours of creation should be re-assigned ownership to the Tier 2 Executive Support Queue. Which support solution should be utilized in Salesforce to fulfill this request? |
Escalation Rule |
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The IT Director has mandated that all records in Salesforce must be backed up weekly. Which Data Management tool can be used to meet this requirement? |
Data Export |
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True or false: it is possible to freeze an administrators account? |
True |
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Which of the following components may be selected to display in a Home Page Layout. (select 4) Items to approve tasks calendar unresolved items dashboard snapshot |
Items to approve tasks calendar dashboard snapshot |
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The Director of IT has asked that you set all Salesforce System Administrators to where their Salesforce passwords never expire. All of these users currently have the Standard Profile of System Administrator. What would you need to do to fulfill this request? Why would this be requested. |
Create a Custom Profile and set the password never expires setting.
This is a common request for API related user accounts that are for integration purposes, to avoid breaking integrations every few months when a password expires. |
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True or False: Content Packs created in Salesforce CRM Content can be distributed to colleagues in your organization and to leads and contacts outside of your organization? |
True |
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True or false: check-boxes can be controlling fields but not dependent fields |
True |
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How can multi-select picklist fields be used in dependent picklists? |
They can be dependent picklists but not controlling fields |
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You have been tasked with importing hundreds of cases into Salesforce. Which Data Import tool will be able to fulfill this requirement? |
Data Loader. Import Wizard cannot import cases. |
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The Chief Marketing Officer needs to see the daily response rate for campaigns, and wants to track this historically to monitor trends over time. What analytics feature in Salesforce would you use to do this? Why? |
Reporting Snapshot - because it is historical data being requested rather than live data |
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How can org meta-data be exported? |
Using the Force.com IDE |
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If a create record flow wants to assign a value to a field which does not exist on the target object, what will happen? |
The flow will fail to execute |
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If a record create flow wants to assign a picklist value in the sales cycle which does not exist in the target record type what will happen? |
The flow will run successfully and allocate the picklist value anyway |
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What should you consider when determining whether to use the process builder or a workflow to create a task? |
1. Tasks created with process builder will not trigger notification emails to task recipient 2. Tasks created with process builder can only have one recipient specified by user ID and not role |
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Define the types of available members in a queue: |
Users Public Groups Roles Roles and Internal Subordinates Roles and Internal and Portal Subordinates |
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Case Assignment Rules can assign cases to which three entities? |
Users Queues Partner Users |
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When creating a Custom Report Type, which are valid relationship options to choose between objects A and B? |
1. Each "A" record must have at least one related "B" record 2. "A" records may or may not have related "B" records |
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What types of fields can be used as an External ID in Salesforce? |
Text number auto-number fields |
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True or False: You can mass import articles into Salesforce Knowledge. |
True |
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How are new Salesforce Apps (as opposed to installed packages) made available to users? |
Using the Assigned Apps settings in Profiles |
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What are the three levels of influence available in Chatter? |
1. Posts & Comments 2. Comments Received 3. Likes Received |
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What are the available components of Chatter on the left menu? |
Feed People Groups Files Topics |
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What are the available categories under Feed on the Chatter page? |
What I Follow To Me Bookmarked Muted All Company |
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What are the two ways home pages can be edited? |
Components Layouts |
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True or False: One of the available action types that can be performed in the Process Builder is Submit for Approval. |
True |
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Which objects can have queues? |
cases leads orders custom objects service contracts knowledge article versions |
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True or false: searching a record in salesforce ignores field level security? |
True |
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True or False: Once you have set a Custom Fiscal Year for your Salesforce organization, it can be reverted back to a Standard Fiscal Year. |
False |
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This type of field is a special lookup relationship available only on the User object, which enables using a lookup field to associate one user with another user record. For example, you can create a this type of field to store a user's direct manager. What is this type of field called? |
Hierarchical Relationship |
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You find yourself needing to delete a thousand Lead records that were imported in error. Which Data Management solution could you utilize to accomplish this? |
Data Loader Mass Delete Leads Link |
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On which object is the Master-Detail Relationship established? |
Detail object |
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What permission is required to choose any user below you in the role hierarchy as the running user of a dashboard? |
View My Teams Dashboard |
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What are the two types of schedules associated with Products in Salesforce? |
Quantity Schedules Revenue Schedules |
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What mobile application can you use to access the latest Release Notes from Salesforce and quickly perform common Administrative tasks, such as resetting user passwords? |
SalesforceA |
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True or False: You can specify to send a refresh notification to users with access to a dashboard whenever you schedule a dashboard refresh. |
True |
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What needs to be enabled in order to allow users to manually share records with others? |
Manual User Record Sharing tick-box under Organization-Wide Sharing Defaults |
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True or False: Knowledge can be enabled in a Salesforce Community |
True |
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How often can data exports be scheduled? |
Weekly (Enterprise and Unlimited only) or monthly |
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What is the primary function that enabling Ideas in a Community provides? |
To comment and vote for other ideas posted by community members |
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How can a user below another user in the hierarchy view and edit records owned by others above the user if the org wide default is private? |
If you user has "View all data" and "modify all data" permissions |
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Name the standard Salesforce Profiles |
System Administrator Standard User Read Only Solution Manager Marketing User Contract Manager |
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True or false: It is possible for an Account to be part of multiple territories? |
True |
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True or false: Case escalation rules triggered on the last mortification will be reset each time a user adds an activity or related comment or sends an email from the case record? |
False |
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It is possible to have a side bar search enabled with global search? |
False |
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It is possible to report on converted leads? |
True |
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How many fields can be enabled for history tracking on a custom object? |
20 |
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How many custom summary formula fields are allowed on a single report? |
5 |
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How many custom fields can be created on a object in Unlimited Edition? |
500 |
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True or false: Solutions can be assigned to more than one solution category? |
True |
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After a given number of hours Escalation Actions can reassign cases to? |
A User A Queue A Partner User |
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True or false: Opportunities will only appear in a campaign's Opportunities related list if the Opportunity has the campaign selected as it's primary |
True |
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True or false: tags are searchable from the standard search component? |
True |
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TF: Inline editing is available in visualforce pages? |
True |
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TF: Standard tab names can be relabeled? |
True |
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TF: Analytical snapshots can be used on Matrix reports |
False |
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For which report can Conditional Highlighting not be used? |
Tabular |
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Which Salesforce standard objects must have business processes associated with them: |
Lead Opportunity Case Solution |
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TF: Unmanaged packages can be upgraded? |
False |
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How many ranges can be defined with conditional highlighting? |
3 |
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What can be reviewed using the Process Vizualiser? |
Approval Processes |
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What can you not change about a sharing rule once it has been set up? |
Who the rule shares records with (groups, roles etc) |
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Adding a user to the sales team group will give access to opportunity records that were previously not available? |
False |
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A controlling pick-list can have how many values? |
300 |
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When are activities archived in Salesforce? |
Events that ended more than 365 days ago Closed tasks due more than 365 days ago Closed tasks created more than 365 days ago, if they have no due date |
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What does the Company Profile contain? |
Company Information Fiscal Year Business Hours Holidays Language Settings |
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True or False: A single opportunity may contain products from two different Price Books |
False.
You must select a single Price Book to use for an Opportunity. |
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True or False: Ideas can be enabled in a Salesforce Community |
True |
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Where do you signify if a user is a Service Cloud user? |
Their user record (a feature license) |
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Which report format allows you to group and summarize data by both rows and columns? |
Matrix |
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Which actions are considered Activities in Activity Management for Salesforce? |
Calls logged Emails sent from Salesforce Tasks Events |
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Which items will appear in the My Unresolved Items list? |
Events Emails Contacts Taks |
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TF: Sharing rules cannot specify individual users as recipients |
True |
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TF: both Knowledge and Solutions can be associated with Cases |
True |
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When transferring Accounts, which two child objects are optional to transfer? |
Opportunities (open and closed) Cases (open and closed) |
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The Vice-President of Sales has asked you to create a report that returns only Accounts that have Opportunities. What type of Report Filter would you use to accomplish this? |
Cross-filter |
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When creating a Lookup field that is not required, what are the three valid behavior options you can specify if the lookup record is deleted? |
Clear the value of this field Don’t allow deletion of the lookup record that’s part of a lookup relationship Delete this record also (if child is a custom object) |
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The automated case user will appear in the Case History as the identified user for which actions? |
Assignment rules Escalation rules On-Demand Email-to-Case Cases logged in the Self-Service portal |
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True or False: If you change a custom field type from Picklist to Picklist (Multi-Select), you will not lose any data. |
True |
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TF: It is possible to have a Look-up relationship to an Opportunity Product? |
False |
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How can tabs, object and field labels be renamed? |
Setup > Customize > Rename Tabs and Labels |
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TF: It is possible to rename the labels for standard fields? |
True |
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Lead Assignment Rules specify how leads are assigned to users or queues as they are created: |
Manually captured from the web imported using the Data Import Wizard |
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What are the access levels available to users included in a public calendar? |
Hide Details Hide Details and Add Events Show Details Show Details and Add Events Full Access |
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TF: Cloud scheduler is now enabled for all versions |
True |
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Email templates can be made from: |
Text HTML with letterhead Custom HTML Visualforce |
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What is the maximum number of look up fields on an object (standard and custom)? |
25 |
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If you have read only access to a Record, you can assign a task or event on that record? |
False |
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Universally required fields always display on record edit pages regardless of field level security |
True |
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You can’t change the data type of any custom field that is mapped for lead conversion |
True |
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How many records can be printed directly from list views? |
1000 |
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TF: Chatter Free users can’t access any Salesforce objects or data |
True |
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TF: Standard profile permissions cannot be edited. |
True |
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TF: If a user has public read-only access to records, they can report on the records? |
True |
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TF: Adding a user to an Opportunity team when the OWD is private allows you to override the OWD? |
True |
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TF: A record owner's manager can manually share their record |
True |
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TF: Formula fields are not searchable |
True |
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TF: In order to import Opportunity records into Salesforce, a system administrator may use the ImportWizard. |
False |
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T: Standard fields can be made unique |
False |
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What is the total number of actions available in a single workflow rule? |
40 |
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What is the maximum number of characters allowed in a formula? |
3,900 (4,000 byte total compile size) |
