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60 Cards in this Set
- Front
- Back
A Queue can own what three types of records? |
Custom objects |
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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?
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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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Record types allow you to offer what three things to different users based on their profiles?
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Business processes |
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What are the four access levels for share objects?
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1. Private
2. Read only 3. Read/write 4. Full access |
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What are the four organization-wide sharing default setting options?
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1. Private
2. Public Read Only 3. Public Read/Write 4. Public Read/Write/Transfer |
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What do we use sharing rules for?
A. Grant wider access to data B. Restrict access to data C. Duplicate and forward data |
A. Grant wider access to data |
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List 6 Standard Profiles.
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1. Standard User
2. Solution Manager 3. Marketing User 4. Contract Manager 5. System Administrator 6. Read Only |
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Which settings can not be modified for individual users? (Select all that apply.) |
B & D
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Who has the permission to edit a chatter profile? |
D |
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What 4 Object Permissions can be specified?
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Create, Read, Edit, Delete (CRED)
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What are the 3 tab settings options?
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Tab Hidden
Default Off Default On |
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True or False? Standard profiles can not be edited and deleted.
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True
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What is the difference between settings and permissions on a profile?
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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. |
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What information is contained in a user record?
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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 |
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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. |
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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
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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 & C |
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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? |
B.
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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?
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No
There is no lateral sharing of access. Therefore, the East sales director cannot view data owned by the West sales director. |
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Name three customizations that can be made to standard fields. |
Change the field label |
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What 4 field types can be the controlling field in a dependent picklist?
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Standard picklist |
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What 2 field types can be the dependent field on a dependent picklist?
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Custom picklist |
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Which profile component would you use to make a field required?
Lookup field Formula field Related list Page layout |
Page layout |
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Which custom fields can be marked as unique? (Pick three) |
A, C, E. |
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What happens to the field data 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. |
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When you define a data validation rule, what else must you also defined?
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An error message. |
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What are differences between import wizard and data loader. (There are 7) |
1. Import wizard has a maximum of 50,000 records. Data loader can import up to 5 million records. |
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For how many days will the recycle bin hold deleted data?
1. 10 2. 5 3. 8 4. 15 |
4 - (15 days)
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How could a bad import be undone? |
Using mass delete records. |
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Can user records be deleted? If yes, describe the implications. |
User records cannot be deleted.
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How many additional filters can be added to a report?
10 20 50 100 |
20
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How many custom summary formulas can be added to a report? |
5
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True or false? A custom summary formula can reference other summary formulas.
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False
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True or false? A custom summary formula can reference formula fields in the data.
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True
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Which chart typeIs best suited for displaying changes over time? |
Line chart
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Which chart type is best used to compare shares of the grand total? |
Pie charts |
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Which of the following statements are true about dashboards? (select all that apply) |
1, 2, 4 |
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What are the four types of dashboard components?
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Tables, Charts, Gauges, Metrics. |
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Which dashboard component type displays a single value drawn from the grand total of a report? |
Gauges |
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What is the definition of a dynamic dashboard?
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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. |
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What are the four report formats?
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Tabular, summary, matrix, and joined
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What does the dashboard running user determine?
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The running user determines what data viewers of the dashboard will see.
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Which type of reports can be used to create dashboards? |
Custom
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Access to a report is determined by the folder in which the report is stored.
True or false? |
True
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List three ways workflow rules can be evaluated.
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When a record is created |
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Put the following rules in proper order of how a workflow is evaluated. |
Validation rules |
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What are the two main parts of workflow?
1. Actions and time triggers 2. Rules and actions 3. Email alerts and field updates 4. Rules and tasks |
2 |
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Users with different access levels who run the same report at the same time will always see the same data. True or false?
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False |
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What does a workflow rule do?
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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.
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What do we need to verify or configure to properly set up web to case? |
Auto response rule and email templates |
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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 rules and case queues |
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What is true about standard fields? (Choose all that apply) |
2, 4, 5 |
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Which statements are true regarding universally required fields? (Choose all that apply) |
1, 3
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What is the purpose of a profile? (Choose all that apply) |
1 and 3 |
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Which standard profile allows the user to configure and customize salesforce? |
System administrator |
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What cannot be highlighted on a report using conditional highlighting?
1. Summarized fields in the summary rows 2. Custom summary formulas 3. Fields on individual records in the detail rows 4. Grand total fields |
3
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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 different 2. The report has not been refreshed 3. The dashboard is a dynamic dashboard 4. The dashboard has not been refreshed 5. The user is drilling down to a filtered source report |
1, 4, 5
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What is a benefit of creating a custom app for users?
1. Provides users with a place to share and install apps 2. Gives users access to the tabs and objects they need 3. Differentiates standard and custom objects for users 4. Allows users to manage custom objects and tabs |
2
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What privileges can be given to a delegated administrator? (Choose all that apply)
1. Modify the role hierarchy 2. Create and edit users 3. Assign users to specified profiles 4. Modify profile permissions 5. Manage custom objects |
2, 3, five
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