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49 Cards in this Set
- Front
- Back
T/F: A summary formula can reference another summary formula
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False
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Can a summary formula of one data type contain fields of other data types? e.g. I want to add a number field and a check box to my currency formula...
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Yes
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What happens when a field contained in a custom summary formula is deleted?
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All custom formulas with that field are removed from the report.
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What summary types are unavailable with Record Count?
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Sum, Largest Value, Smallest Value, Average
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What happens when you have blank, null or zero values in a summary formula calculation?
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They are included in the smallest and Largest values
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How are percentages represented in a summary formula?
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as Decimals
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What is a cross-block summary formula and where can you find it?
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Cross-block custom summary formulas let you calculate values across multiple blocks in a joined report. For example, you can use a cross-block formula to calculate the ratio of open to closed opportunities for an account or the ratio of closed pipeline deals to sales targets.
Joined Reports |
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How many cross-block custom summary formulas can a joined report have?
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10
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Limit of custom summaries on a report?
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5
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When a custom object is created, Read, Create, Edit and Delete permissions are disabled for profiles where _____________________ is disabled.
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View All Data/ Modify all Data
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Name the four relationship types
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Master-detail, Lookup, Hierarchical, Many-to-many
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When the master record of a M-D is deleted, what happens to the detail records?
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All the detail records are deleted.
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Linking Custom and Standard Objects in a M-D relationship...which has to be the Master?
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The Standard Object
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With Lookup or M-D, you get a related list?
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Lookup
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Options when Lookup record is deleted (3)
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Clear value of the field
Don't allow delection of the lookup record Delete this record also |
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Primary Relationship on a junction object -
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The first one created
Inherits the look, feel, record ownership of first master-related object. |
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Deleting a custom field- how long does the field stay in the trash?
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15 days
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How can user see data in fields that are not on page layouts?
Better option? |
reports, search results, list views, API
Better to use: field level security |
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what can you see in a List View
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1. Records you own
2. Records you have read/write access to 3. Records shared with you 4. Records roles lower than you can see |
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Three purposes of Record Types on Profiles
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Different Page Layouts
...Business processes ...Picklist values |
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Different ways to make a field Mandatory?
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on field creation/field level security
on the page layout validation rule |
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Dashboards can be created by using standard reports as source reports T/F
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F
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Which tool should be used to import more than 65,000 records:
SFCD Import wizard Data Loader Excel Power Loader 2.0 |
data loader
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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 |
Email to Lead
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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- tries to do any data manipulation, save, edit, etc.
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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
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Which of the following cannot be on the controlling side of the Dependent Picklist?
A. Checkbox B. Custom Picklist C. Standard Picklist D. Multi Select Picklist |
Mulit-Select Picklist
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Do Validation rules get enforced on the Lead Conversion?
A. Yes B. No |
No
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Which of the following objects cannot be imported via the Salesforce.com Import Wizard?A. Leads
B. Accounts C. Opportunities D. Solutions |
C. Opportunities
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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
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Which of the following is not a Roll Up summary field operation?
A. SUM B. MAX C. MIN D. Count E. Average |
E. Average
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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 |
20
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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
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What are the benefits of using the Data Import Wizard to import data into Salesforce?Select 2 correct answers.
A. Import greater than 50,000 records. B. Choose whether or not to trigger workflow rules. C. Prevent duplicate records from entering the system. D. Load data for all standard and custom objects |
B. Choose whether or not to trigger workflow rules. C. Prevent duplicate records from entering the system.
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Why would a user choose data loader instead of the Data Import Wizard?Select 2 correct answers.
A. Export or delete data. B. Choose whether or not to run data validation rules. C. Import lead records and prevent duplicate records. D. Save field mappings for later use. |
A. Export or delete data.
D. Save field mappings for later use. |
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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
Import wizard may not support the case object. |
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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
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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
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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
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What is the order of processing new records with rules?
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Validation rules Assignment rules Auto-response rules Workflow rules (with immediate actions)Escalation rules
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How many chatter groups can you join?
A - 10 B - 100 C - 10,000 |
B- 100
The 10,000 is for companies |
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To enable Approvals in Chatter:
a) Enable Chatter Feed Tracking b) Create an approval post template c) Create an approval process d) Enable Approvals in Chatter A - a and d B - a, b, and c C - a only D - all of the above |
D - All of the above
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Two things you can do with workflow that you can't do with Process Builder:
a) build process with if/then statements b) use complex branching logic c) send outbound messages without code d) Sort through and operate on several records e) configure actions to be executed at multiple intervals |
C and E
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You need to send reminders to a manager one month, two weeks, one week and three days before a related contract expires.
Use? A. Process Builder B. Cloud Flow Designer C. Workflow |
C. Workflow
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What process can create records?
A. Process builder B. Visual workflow C. Workflow D. Approvals E. All of the above F. Which ones? |
All of the above, but Workflows and Approvals can only create Tasks.
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What process can call Apex Code?
A. Process builder B. Visual workflow C. Workflow D. Approvals E. All of the above F. Which ones? |
A and B
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Workflow Formulas ISCHANGED and PRIORVALUE can only be used with what workflow evaluation criteria:
a) when record is created b) created and every time it's edited c) created, and any time it is edited to subsequently meet the criteria |
B) created and every time it's edited
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Shared Activities: How many contacts Max can you relate it to?
1) only one 2) 100 3) 50 |
3) 50
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The VP of sales must approve any opportunity with an amount greater than 100,000 USD before the opportunity stage can reach “Closed/Won”. Which of the following components must be configured in order to enforce this process? (Select 2)
Outbound Message(s) Workflow Rule(s) Validation Rule(s) Approval Process(es) |
Validation Rule(s)
Approval Process(es) |