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237 Cards in this Set

  • Front
  • Back

What is the first thing you have to select when creating a report?

Report type

What are the four (4) standard report types?

1. Opportunity

2. Forecast

3. Support

4. Admin

What are the four (4) report formats?

1. Tabular

2. Summary

3. Matrix

4. Joined

What are the differences in usage for each report format?

1. Tabular - listing (think 'table')

2. Summary- allows for groupings and subtotals

3. Matrix- used for showing comparison of data

4. 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 own

2. Records you have read/write access

3. Records being shared with you

4. 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.


Name the four (4) dashboard components.

1. Gauge

2. Table

3. Chart

4. Metric

What are the seven (7) chart types for a dashboard?

1. Horizontal bar

2. Vertical Column

3. pie (food)

4. donut (food)

5. funnel (food)

6. line

7. 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 format

2. add custom formulas

3. add, remove, reorder columns

4. add charts

When should you use Report options?

1. filter report data

2. generate groupings

3. change what info is being displayed

What are the steps for creating a dashboard in the Dashboard Builder?

1. Select the running user

2. Select the dashboard component

3. 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 controlled

2. My Personal Custom Reports - controlled by user

True or False. 'Printable view' retains the format of a report.


True or False. A report must be saved in a public folder in order to email a report.


True or False. Clicking 'Export Details' allows you to export a report as .csv or .xlsx


What are the three access types for reports in the report folder?

11. Viewer - view only

2. Editor- edit report

3. Manager- view, edit and control access to report

What permissions enable a user to create a dashboard?

1. Manage Dashboards

2. View all data

True or False. A dashboard only as current as its last refresh date and you must refresh each time you login.


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 text

2. numeric- create a range

3. 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.


What are the mathematical operations available on a report?

Sum, Max, Min, Avg


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.


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?



Custom Objects



Name the different import wizards.

1. Mass Transfer (not on solutions)

2. Mass Transfer Approval

3. Mass Delete (not on custom objects)

4. Mass Update Addresses

5. Data Import

Where is the Data Loader found?

Setup -> Data Management -> Data Loader

Name the data loader operations

Insert- create new records

Delete- delete records

Update- update existing rec

Upsert- update and create new rec if not found

Hard Delete - perm delete, put in recycle bin

Export- excludes files in recycle bin

Export 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.


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


What manual tools does SF have to maintain data quality on Leads, Accounts and Contacts?

Leads- find duplicates, merge leads

Accounts- merge accounts

Contacts- merge contacts

What should you consider before importing a file?

1. formatted correctly

2.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 file

2. Data Loader- use Export function, result .csv file

3. 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.


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.


T or F. You can store up 25x the amount of data as allowed by your org.


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 app

2. train users to search for leads, contacts, before import

3. 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


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.


T or F. When deleting a custom object, some data loss may occur even if the custom object is undeleted.


T or F. Formula fields are read only.


T or F. Formula fields cannot reference several field types, including (but not limited to): Text Area (Long), Text Area (Rich), Picklist (Multi-Select).


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 object

2. to ensure data validation

3. to perform a calculation

What happens when you delete a custom field?

1. the deleted custom field is automatically deleted after 15 days

2. 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.

Limited to what is available in your user profile.

Cannot view Content library

Cannot view custom objects

Do not have access to all standard objects

Does 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


What are the two (2) package types in the AppExchange? Define their differences.

1. Managed (an app that continues to be managed by developers)- upgradeable and partially customizable; does not count against org wide limits (used by partners to distribute/sell apps to customers)

2. Unmanaged (an app that is no longer being managed by developers)- 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?




What are the two installation options for installing Salesforce for Outlook?

Manual- customize what contacts, events and tasks you want to sync

Automatic- 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 layout

2. picklist values

3. 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.


How do you create a Record Type for a Standard ObjecT?

1. Setup

2. Customize

3. Select Object

4. Click Record Types

5. Click New

How do you create a Record Type for a Custom Object?

1. Setup

2. Create

3. Object

4. Select the Custom object

5. 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 layout

2. Lookup- does not support sharing or roll up summary fields

3. Hierarchial - lookup relationship model used for 'user' object only

4. 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.


Difference between 'file storage' vs 'data storage'

data storage- counts number of records in SF

file 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 zone

2. Fiscal Year- custom (if diff from 3 mths) or standard (3mths)

3. Business Hours & Holidays- define hours of operation and holiday hours

4. MyDomain- login page development/branding

5. 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, Perf

2. Service Cloud- Prof, Enterprise, Perf

3. Force.com-Light/Enteprise

What two things can own a record in SF?

1. User

2. Queue

What are the three (3) areas to consider when creating a user in SF?

1. licensing - user license, feature license

2. Security- role, profile

3.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.


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.


What is CRUD?

Create, Read, Update/Edit, Delete permissions found under a user Profile

Describe the security options in SF

Profiles- access to objects

Role- access to record

Org- access to org (ip ranges and login hrs)

Field- access to fields

T or F. OWD setting override user permissions.


T or F. Role access setting override user permissions.


T or F. Field access settings dont override user permissions.


Do OWD setting provide access to records you dont own?


What are the four OWD settings?

Public Read Only

Public Read/Write


Public 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.


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?


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 Control

File sharing- via URL, uploads

Search content

Voting and rating of files

Preview file types

Reporting 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 Library

Shared 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 record

2. Content Deliveries- displays content that was delivered to a user or group

Accessing a shared library of SF Content is done by...

individual user OR
public group

What are the 3 default library permissions?

1. Viewer- view content only

2. Author- view and update content

3. Workspace Administrator- view, update content and access controls to library

Name the two (2) types of activities.

1. Events

2. 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”


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.


What are the two types of Chatter groups?

1. Public - any user can join

2. 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


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 file

2. book mark a post

3. 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 manager

Solution manager

Standard User

Marketing User

System Admin

Read 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.


Your home page layout consists of ______.


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.


You can track up to _____ fields per object.


Name the two relationships with objects. Determine which one allows roll up summary fields.

Master Detail - allows roll up summary fields


How many roll up summary fields can object have?


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 values

Roll up Summary- record count of related records

Master Detail- create relation between custom objects

Look up summary- creates relationship between std objects

This controls three things:

1) page layout

2) picklist values

3) business processes for a page


Tor F. Master records are records that exist before record types are established.


T or F. Leads convert to opportunities once the lead has purchased something.


This allows you to assign leads to a specific profile or person based on defined criteria.

Lead Assignment

Leads are converted to three things.




T or F. Leads cannot be converted to an existing oppty.


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.


T or F. A lead does not become READ ONLY once converted.


Feature in SF that allows an org to attribute oppty revenue to multiple users.

Oppty Splits

Opportunity Stages are defined by three things:




T or F. An opportunity can have more than one pricebook.


T or F. One pricebook must be active in order to link a product to a quote or oppty.


Org wide access privileges for pricebooks are

View Only


No Access

An opportunity can have more than one campaign. T or F.


How to calculate Campaign ROI? What must be true?

Total Value won opptys- actual cost / actual cost=%

all opptys must be closed/won

campaign must be oppty primary campaign

You can have up to 5 campaign in your campaign hierarchy.


How many child objects can be added to a custom report type?


Can selected record data be added to Chatter posts?


What are three mechanisms you can use to give access to records in a private sharing model?

1. manual sharing

2. sharing rules

3. account teams

If a user cannot see a field on a screen, what should you check?

The object's page layout assigned to that user

What are the three things required to use Data Loader?

1. username and pw

2. security token

3. download the program

A profile determines ______ access. The sharing model determines______ access.

Object, Record

Profiles determine what parts of the application a user can ____ and the permissions on ______. Role hierarchy determines _____ access.

see, objects, data

Tor F. Picklist values on standard fields cannot be added, deleted or reordered.


What are the steps for adding a new custom field?

1. Select Field Type

2. Enter field details

3. Set Field Level Security

4. Select Page Layouts

What is the maximum number of leads captured per day using web to lead?


Can tasks be created in the Search window?


What report format cannot be used when creating reports with field groupings?


What happens to existing records if workflow rules are added after they have been created?

Existing records can only be processed if they are UPDATED and subsequently meet the workflow criteria

What are the four workflow actions?

1. Field Update

2. Outbound Message

3. Task Creation

4. Email Alert

What role do you need in order to create, edit and delete campaigns?

Marketing User role

What is the default session timeout in SF?

2 hours

How are relationships between objects shown in the UI?

Related lists and Lookups

What can be used to edit multiple records at one time?

Inline editing

If a user does not have access to an object aka tab in SF, what do you need to look at?

The profile assigned to the user

What are some considerations when changing the field type of a custom field?

1. data loss

2. list views may be deleted

3. assignment and escalation rules may be affected

What will happen if a record in Data Loader import file contains a picklist value that does not exist in SF?

The record will be added but the picklist value will not be added to the list of existing values

When are dashboards refreshed?

1. When a user clicks 'refresh'

2. Setting up dashboard frequency daily, weekly, or monthly

What are the three differences between Data Loader and Data Import?

1. triggering workflow rules are optional when using the import wizard but not with Data Loader

2. Data import wizard cannot export data

3. Mappings can be saved with Data loader but not with the Import wizard

What should you use to hide or make a field read only for a specific profile?

Field level security

What are the access levels for Case Teams? 2 answers.

Read only


T or F. Dependent Lookups allow a lookup to have a filter that references another field on the same object.


What four features can an admin use to control access to records?

1. Sharing Rules

2. OWD

3. Roles

4. Territory Hierarchy

T or F. Opportunity teams provide role based access to records.


T or F. Field level security is made by role.

False. by profile

T or F. Cross object formula fields can reference fields from up to 12 levels away.

False. 10.

What are the three parts of a page layout can you modify?

1. make field read only

2. make fields required

3. change column and sort order of related lists

T or F. A username does not have to be unique for each org ( i.e. prod or sandbox).

false. has to be unique

T or F. usernames for SF have to be in an email address format


Can standard and custom reports be scheduled?


What are the frequency options for reports?

daily, weekly, monthly

Field history tracking can be enabled on up to ___ fields.


Sharing rules are ____ specific.

user, and not role or profile based

Login hours and LoginIP address is controlled by....


This is a definition of objects and fields that can be used to build a report...

Report type

Auto response rules apply to two objects:

1. leads

2. cases

Describe the two settings for approvals.

1. unanimous- all must approve a request

2. first action-only one of the approvers needs to approve a request

What should you use to track why something is changed or track the change?

validation rule

How many points are added to an Idea if it is promoted or demoted?

10 points

What format are Salesforce backups exported to?

.csv files

How many folder levels are available for Reports and Dashboards?


Workflow rule execution criteria always includes when the record is ___________.


T or F. The running user determines what data is used for dashboards. It is possible to change the running user from the dashboard page.


What is true for Required fields?

1. the field cannot be hidden

2. the field will automatically be added to each page layout

How do you track lead and contact participation for a campaign?

associate leads and contacts as Campaign Members of the campaign

What is the relationship between business processes and record types? 1:M or M:M

1 business process to many record types

What feature should you use to route leads to a specific queue?

assignment rules

Name the four (4) objects that a business process can be associated with.

1. Leads

2. Opportunities

3. Cases

4. Solutions

T or F. When a case is deleted, all related tasks, events , case comments and attachments are deleted.


Analytical snapshots do not support the following report format:


A required field is what type of validation?

Standard validation

What types of picklists can be dependent picklists?

custom or multi-select

For jobs that need to run on a scheduled basis, what two tools can you use. For example, loading contact records daily at 6pm


CLI Data loader

What do Chatter Free users have access to?

1. Files shared with them via the group

2. member profiles for any one in the group

T or F. When a queue is created a list view is automatically created


What is the maximum file size for a file to be uploaded in SF content?


T or F. An opportunity can have more than 1 standard price book

False. An oppty can have 1 std price book and multiple custom pricebooks

T or F. team selling (oppty teams) and oppty splits are the same thing


What is the best method to share files from an external db in SF?

via Chatter feed

Session timeout are set by _______ and not user.


Do reports contain data sort parameters?


If a user is working in SF when the login hours end, what happens to the user?

The user can remain on current page, but if they navigate from current page they will be logged out of SF.

What are the default PW settings for SF?

1. must be a least 8 chars

2. must contain one letter and one number

T or F. Data Loader can only load up to 5 million records.


T or F. You can relate events or shared activities for up to 75 contacts.

False, 50

When you assign a group task, each member of the group is assigned a copy of that task, right?


You can assign a task as to as many as ____ users.


After a record is created, w hat is the correct sequence of rules?

validation rules, assignement rules, workflow rules