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136 Cards in this Set

  • Front
  • Back

Jim works for a Sales company that has added 10 new fields to a custom object. Jim needs to modify existing records and add data for the new fields. Which set of steps should Jim follow?


A. Export the records, append the new data, insert new records


B. Export the records, save a backup, append the new data, update one record at a time


C. Export the records, delete the existing records, append the new data, insert new records


D. Export the data, save the records, append the new data, Insert new records

A. Export the records, append the new data, insert new records

A user has reported that they do not have visibility to the Contacts tab. What would you check?


A. The profile assigned to the user


B. The role assigned to the user


C. The user record


D. Account settings

A. The profile assigned to the user

How can the Salesforce Administrator manage users using the SalesforceA app? There are 2 correct answers


A. Reset User passwords


B. Change User Profiles


C. Change User Roles


D. Deactivate User records

A. Reset User passwords


D. Deactivate User records

Your company will be adding a new product which will be delivered once ordered but billed in quarterly installments for one year. How can this be reflected in Salesforce?


A. Create a default revenue schedule for the product


B. Create a default quantity schedule for the product


C. Create both a default revenue and quantity schedule for the product


D. Create a customizable schedule for the product

A. Create a default revenue schedule for the product

A task has just been created related to a contact. Where will this task be visible: There are 3 correct answers?


A. On the Activity History of the Contact


B. In the Open Activities related list of the Contact


C. In the My Activities list for the person assigned to the task


D. In the Open Activities related list of the Account related to the Contact

B. In the Open Activities related list of the Contact


C. In the My Activities list for the person assigned to the task


D. In the Open Activities related list of the Account related to the Contact

How many components can be added to a Salesforce dashboard?


A. 10


B. 15


C. 20


D. 25

C. 20

You have enabled some new functionality for a group of users that share the same profile and you would like to communicate the changes. You are thinking of use the “Mass Email Users” function. What do you need to consider?


A. A view will need to be available for users that are allocated the profile and an email template will need to be created


B. “Mass Email Users” cannot email to only certain users that hold a certain profile


C. The users will need to be selected manually


D. An email template is optional. The message can be entered manually

A. A view will need to be available for users that are allocated the profile and an email template will need to be created

What are the four main types of workflow actions?


A. Field Update, Task Creation, Email Alert and Outbound Message


B. Field Update, Task Creation, Email Alert and Record Creation


C. Field Update, Event Creation, Email Alert and Record Update


D. Field Update, Task Creation, Email Template and Outbound Message

A. Field Update, Task Creation, Email Alert and Outbound Message

After an Account Plan is completed it goes to a Sales Manager for approval. A Sales Manager has reviewed the plan but would like to update one of the fields in the plan before approving it. What is true regarding editing records that have been submitted for approval?


A. Once a record is submitted it is locked and cannot be edited


B. Only an administrator can edit a record that is locked by an approval process


C. The Sales Manager would need to reject the record to unlock and edit it


D. It is possible for the current approver to edit a record locked by an approval process.

D. It is possible for the current approver to edit a record locked by an approval process.

You have created 2 custom objects, Job and Job Application. You created a lookup relationship between the two objects, but now realize it should have been master-detail. What do you need to do to change the relationship?




A. Delete any Job Application records and then change the type of the relationship field


B. Delete the relationship field on the Job Application object and create a new master detail relationship field


C. Make sure that all Job Application records have a value in the Job field and change the type of the relationship field.


D. A lookup relationship cannot be changed to a master detail.

C. Make sure that all Job Application records have a value in the Job field and change the type of the relationship field.

What are the basic steps when adding a new custom field?


A. Select field type, enter field details, set field level security, select page layouts


B. Select field type, enter field details, set sharing rules, select field level security


C. Select field label, select field type, set sharing rules, select page layouts


D. Select field label, select field type, select field level security, select record types

A. Select field type, enter field details, set field level security, select page layouts

If a custom object has a Private OWD setting, can records owned by a sales rep be visible in a report to a supervisor?


A. Yes, if access has been granted using hierarchies


B. Yes, if the record was created over a week ago


C. No


D. Not enough information to answer the question

A. Yes, if access has been granted using hierarchies

What file types can be previewed in Salesforce CRM Content?


A. MS Word


B. MS Excel


C. MS PowerPoint


D. All of the above

D. All of the above

What can cause a record in an import file to fail? There are 3 correct answers.


A. A required field is missing


B. Record fails standard validation rules


C. Record fails custom validation rules


D. Currency field is left blank

A. A required field is missing


B. Record fails standard validation rules


C. Record fails custom validation rules

What can an object in Salesforce be compared to?


A. A table of data with records and fields


B. A component of the user interface


C. A method of accessing data programmatically


D. A way of sharing data

A. A table of data with records and fields

What would be the best solution for managing email campaigns and tracking responses back in Salesforce?


A. Use the standard campaign functionality


B. Build custom functionality that tracks the responses


C. Use a third party app from the App Exchange


D. Use a third party email campaign application and integrate with Salesforce

C. Use a third party app from the App Exchange

How are relationships between objects shown in the user interface?


A. Using Lookups and Related Lists


B. Using Custom Lists and Relationships


C. Using Master Detail Links between objects


D. Using Page Layouts and Profiles

A. Using Lookups and Related Lists

What are three things required to use Data Loader? There are 3 correct answers.


A. The Data Loader program must be downloaded


B. Your security token


C. Your username and password


D. Your API key

A. The Data Loader program must be downloaded


B. Your security token


C. Your username and password

A user has asked if it is possible to edit multiple records at one time. What feature could you use to enable this?


A. Enable inline editing


B. Enable mass edit


C. Enable quick edit


D. Enable hover edit

A. Enable inline editing

Your customer requests that case e-mail notifications sent to them do not contain sensitive data related to the cases entered. How can an administrator make sure that this sensitive data is kept private?


A. Enable the Hide Record Information setting within the Web-to-Case settings


B. Require an approval process for all Web-to-Case notifications


C. Require password protection on Web-to-Case notifications


D. Enable the E-mail Signature auto-response setting

A. Enable the Hide Record Information setting within the Web-to-Case settings

All users have the Standard User profile assigned. You would now like all users to be able to read, create and edit contacts but only allow delete for manager users. What is the best way to handle this?


A. Create new profiles for each type of manager and enable delete for contacts


B. Add delete all permission into the user records


C. Clone the standard profile, remove delete permission on contacts and create a permission set that includes permission to delete contacts and assign the permission set to managers


D. Modify the standard profile to remove delete permission on contacts and create a new profile for managers with delete permission

C. Clone the standard profile, remove delete permission on contacts and create a permission set that includes permission to delete contacts and assign the permission set to managers

GlobalFinance.com has a B2B business model, their sales reps can provide a discount on their wide range of products depending on the customer. The Sales manager wants to control the % discount every sales rep can offer. Which feature will help to achieve this with minimal customization?


A. Email to case feature


B. Define an Approval process


C. Sales rep can send an email to request approval


D. Validation rule to approve the discount

B. Define an Approval process

Your company would like to use Chatter, but plan to test it first in one department. How can you accomplish this?


A. Enable Profile Based Rollout for Chatter and disable any custom profiles that should not have access to Chatter


B. Enable Role Based Rollout for Chatter and select the roles that should have access to Chatter


C. Enable Chatter and disable the Chatter user permission for those users that should not have access


D. Enable Chatter and enable any custom profiles that should have access to Chatter

A. Enable Profile Based Rollout for Chatter and disable any custom profiles that should not have access to Chatter

What will happen if a record in a Data Loader import file contains a pick list value that does not exist in Salesforce?


A. The import will fail with an error messageB. The record will be added and the pick list value will be added to the list of existing values


C. The record will be added but the pick list value will not be added to the list of existing values


D. The record will be added with the default value for the pick list field

C. The record will be added but the pick list value will not be added to the list of existing values

Your company would like to send an email when prospects register their interest in your products using your Web-to-Lead form. Different emails should be sent based upon product interest. If no product is select, then a generic email should be sent. What do you need to consider when setting this up?


A. It is not possible to send two different emails as there can only be one active auto response rule for the lead object


B. As more than one email notification is required, workflow rules could be used


C. Creating 3 lead response rule entries could satisfy this requirement


D. Creating 3 lead assignment rules could satisfy this requirement if the order is specified correctly

A. It is not possible to send two different emails as there can only be one active auto response rule for the lead object

As a Salesforce Administrator you have been asked to create a time-dependent workflow rule. This rule executes when Opportunity records are created and sends an email reminder to the account team if a high-value opportunity is still open ten days before the specified close date. How can you monitor the execution of this rule?


A. Use Set-up audit trail log to monitor the workflow execution


B. Use the debug log to monitor the workflow execution.


C. Check the execution of the rule after 10 days manually by keeping your email address as the recipient.


D. Use Workflow queue to monitor the workflow execution.

D. Use Workflow queue to monitor the workflow execution.

In a business requirements gathering session, one of the business users asks their Salesforce Administrator when workflow rules can be triggered. Identify the incorrect evaluation criteria from the list that the Administrator shared with the business user. Choose 2 answers.


A. Every time record is created.


B. Every time record is updated.


C. Every time record is deleted.


D. Every time record is created and edited.

B. Every time record is updated.


C. Every time record is deleted.

What do you need to be aware of when using email alerts?


A. Email alerts use email templates that need to be setup previously


B. The email content can be set when creating the email alert


C. Email alerts can only be sent to users and roles


D. Only text based emails can be sent with email alerts

A. Email alerts use email templates that need to be setup previously

What are some considerations when changing the field type of a custom field? There are 3 correct answers.


A. Depending on the new field type, data loss may occur


B. If data is lost as a result of the change, any list views based on the field will be deleted


C. It is not possible to change the field type of a custom field


D. Assignment and escalation rules may be affected

A. Depending on the new field type, data loss may occur


B. If data is lost as a result of the change, any list views based on the field will be deleted


D. Assignment and escalation rules may be affected

Which of these is NOT a feature of Case Management?


A. Email to Case


B. Phone to Case


C. Web to Case


D. Case Teams

B. Phone to Case

Which statement regarding profiles and roles is correct?


A. A profile controls what data a user can see in the application


B. A role determines what parts of the application the user can access


C. The profile hierarchy determines data access in a read only sharing model


D. The role hierarchy determines data access in a private data sharing model

D. The role hierarchy determines data access in a private data sharing model

What happens to existing records if a workflow rule is added after they have been created?


A. Existing records are put in the workflow queue and processed if they meet the workflow criteria


B. Existing records are only processed if they are updated and subsequently meet the workflow criteria


C. Existing records are never processed retroactively


D. Depends if the “Run on Existing Records” option was selected on the Workflow rule

B. Existing records are only processed if they are updated and subsequently meet the workflow criteria

Which of these are features of Solutions?


A. Solutions can have multiple translations


B. Solutions can be created when a case is closed


C. Solution categories can be used to group similar solutions together


D. All the above

D. All the above

If a user is assigned a profile that has read object access to Accounts, what records will the user be able to see? Select the best answer.


A. All account records


B. Depends on the sharing model


C. Only records owned by the user


D. Depends on the user’s role

B. Depends on the sharing model

What is true regarding standard fields?




A. The field label can be renamed, although some standard fields, such as the Name fields, cannot be renamed


B. The field length can be changed


C. The field type can be changed


D. The field can be deleted

A. The field label can be renamed, although some standard fields, such as the Name fields, cannot be renamed

An administrator wants to give another user the ability to assign one type of permission set designed for certain roles. How can this be accomplished?


A. Change the permission set settings on the object in question


B. Change the user’s profile to administrator so they have the ability to assign permission sets


C. Create a new profile and enable assign permission sets in the profile settings


D. Make the user a delegated administrator and enable the delegated administrator to assign the designated permission set

D. Make the user a delegated administrator and enable the delegated administrator to assign the designated permission set

You have just joined a new organization that has an existing Self Service Portal. You have noticed that the customer service department is spending a large amount of time on managing cases raised through the portal, and many of the cases are similar. What could you suggest to improve the situation?


A. Implement the Service Cloud console


B. Ensure solutions are created and available for customers to search for solutions themselves within the portal


C. Encourage customers to use email to case


D. Encourage customers to log cases through the company website

B. Ensure solutions are created and available for customers to search for solutions themselves within the portal

You have one standard profile that allows read, create, edit, and delete access all objects. You need to allow access to your Salesforce system to an external party, and you would like to ensure they have read-only access to all objects. What is the best way to accomplish this?


A. Assign the standard profile and create a permission set to remove delete permissions to all objects


B. Clone the standard profile and create a new one with the delete permission removed


C. Assign the standard profile but uncheck Delete All in the user record


D. Assign the standard Read Only profile to the user

D. Assign the standard Read Only profile to the user

A user has reported that they do not see the Contact Type field on the contact screen. What would you check?


A. The contact page layout assigned to the users profile


B. The contact page layout assigned to the user


C. The role assigned to the user


D. Field level security for the user

A. The contact page layout assigned to the users profile

What are the capabilities of Web-to-Lead? There are 2 correct answers.


A. Validate the data entered in the web form before it is sent to Salesforce


B. Use lead assignment rules to assign leads to queues or users


C. Map custom lead fields to account, contact, and opportunity fields during lead conversion


D. Capture up to 1,000 leads per day

B. Use lead assignment rules to assign leads to queues or users


C. Map custom lead fields to account, contact, and opportunity fields during lead conversion

A user has contacted you as they do not see the “New” button when they navigate to the Campaigns screen. What would you do first to resolve this?


A. Check the users profile has Create permission on the Campaign object


B. Check the users profile has the correct Campaign page layout


C. Check the “Marketing User” checkbox on the user record


D. Check the “Create Campaigns” checkbox on the user record

C. Check the “Marketing User” checkbox on the user record

In a private sharing model, how can users at the same level of the role hierarchy have access to each other’s data?


A. Users at the same level in the role hierarchy will have access to other users data at the same level by default


B. A sharing rule can be added to grant accessC. A permission set can be added to allow access


D. A sharing group can be setup to grant access

B. A sharing rule can be added to grant access

What is a valid reason that you would modify an account search layout? There are 2 correct answers.


A. You want to users from being able to search for accounts


B. You want to control which account fields are displayed in the search results


C. You would like to remove the account name from the page layout


D. You would like to control the fields displayed in the recent accounts list

B. You want to control which account fields are displayed in the search results


D. You would like to control the fields displayed in the recent accounts list

The sales director wants to be notified when opportunities are created with an opportunity value of more than $100,000. How can you accomplish this? There are 2 correct answers.


A. Create a workflow email alert with a workflow criteria based on the opportunity value field


B. Create a workflow task action to create a reminder task for the sales director when an opportunity is created with an opportunity value of greater than $100,000


C. Create a popup notification alert for the Sales Director based on the opportunity value field


D. Create a reminder alert for the Sale Director that will appear on the home page when he logs in

A. Create a workflow email alert with a workflow criteria based on the opportunity value field


B. Create a workflow task action to create a reminder task for the sales director when an opportunity is created with an opportunity value of greater than $100,000

A user is set up with a profile that allows create, edit, and delete access the leads object. The organization wide setting for leads has been set to Private. What will the user’s access be to other user’s leads?


A. The profile setting will override the sharing setting and the user will be able to edit other user’s leads.


B. The profile setting will not override the sharing setting and the user will always only have read access to other user’s leads.


C. The user will not be able to read, edit or delete other user’s leads.


D. The profile setting will not override the sharing setting. The user will have access to other user’s leads granted via the role hierarchy.

D. The profile setting will not override the sharing setting. The user will have access to other user’s leads granted via the role hierarchy.

How many child objects can be included in a custom report type?


A. 1


B. 2


C. 3


D. 4

C. 3

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


A. Tabular


B. Matrix


C. Summary


D. Joined

A. Tabular

You need to modify the pick list values on a standard field. How can you modify the values? There are 3 correct answers.
A. The standard values can be deleted
B. Additional values can be added
C. The values can be reordered
D. Values can be added but existing values cannot be deleted

A. The standard values can be deleted


B. Additional values can be added


C. The values can be reordered

Where can tasks NOT be created?


A. Home Tab


B. Chatter feed


C. Activity History related list on a record


D. Search window

D. Search window

Simplest and fastest way to look at data.


Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row.

Tabular Report

Reports that is best for creating lists of records or a list with a single grand total. They can't be used to create groups of data or charts, and can't be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.

Tabular Report

Reports that is similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts.


Summary Report

Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner.

Summary Report

Report similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components.

Matrix Report

Use this type of report for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography.

Matrix Report

Report that lets you create multiple report blocks that provide different views of your data. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering.

Joined Report

Used to include or exclude records in your report results based on related objects and their fields.

Cross Filter

How many relationship can you have in a custom report

4

Allows you to quickly categorize report records without creating a formula or a custom field.

Bucket Field

Marketing Projects that need to be planned, managed, and tracked in Salesforce.com

Campaigns

Persons or Companies interested in products – Prospects or Suspects

Leads

Orgs, individuals or companies doing business

Accounts

Individuals associated to Accounts

Contacts

Potential Sales Deals

Opportunities

Detailed description of customer’s feedback, problem, question

Cases

description of issue and resolutions – solution knowledge base

Solutions

Best estimates of Revenue generation

Forecasts

store files in folders with access rules

Documents

Leads can be converted to what three standard objects:




A.Contact


B.Campaigns


C.Account


D.Opportunities

A.Contact


C.Account


D.Opportunities

Report that is a plain list (like an Excel file).

Tabular

Which is not a Standard Profile:
A. Project Manager
B. Contract Manager

C. Partner User


D. Standard Platform User



A. Project Manager

Which is not a Standard Profile:


A. Opportunity User


B. Standard Platform One App User


C. Customer Portal User


D. Customer Portal Manager

A. Opportunity User

Which is not a Standard Profile:


A. Marketing User


B. System Administrator


C. Solutions Manager


D. Solution Principle

D. Solution Principle

Which is not a Standard Profile (2):


A. Solution Principle


B. Org Manager


C. Standard User


D. Read Only

A. Solution Principle


B. Org Manager

What are the 4 Rollup types

Count


Sum


Min


Max

As an administrator, you are often troubleshooting user access issues. You would find it easier if you could login as the users having the problem. What is the most efficient ways of achieving this?


A. Ask each user to Grant Login Access


B. It is not possible to Login as other users


C. Ask each user to send you their passwordD. Contact Salesforce.com support and request “Login As” access for all users

D. Contact Salesforce.com support and request “Login As” access for all users

G.W. Computing has a global customer base and their salesforce.com instance holds over 5,000 Accounts, 15,000 Contacts, and more than 20,000 Leads. There is a persistent complaint from the VP of Sales that the information on Account, Contacts, and Leads is not up to date. He requested that their Salesforce.com Administrator validate and update the data with the latest information. What should the Administrator use to resolve this issue?


A. The Administrator should find the latest information of every record and update it.


B. The Administrator should use Data loader to validate the information of each record.


C. The Administrator should validate the information with Data.com clean and update every lead, Account, Contact record with that information.


D. This is a cumbersome task and Administrator cannot do anything about it.

C. The Administrator should validate the information with Data.com clean and update every lead, Account, Contact record with that information.

Sales Management would like a notification when opportunities with a high dollar value reach 60% and also at 80%. How can a system administrator accomplish this?


A. Workflow Rules


B. Big Deal Alerts


C. Validation Rules


D. Email Alerts

A. Workflow Rules

If a standard field on the account object is not required, what are the options? There are 2 correct answers.


A. Remove it from page layout


B. Hide it using field level security


C. Delete the field from the object


D. Use a permission set to hide the field

A. Remove it from page layout


B. Hide it using field level security

Salesforce Knowledge Articles can be: (There are 2 correct answers.)


A. Rated between 1 to 5 stars


B. Linked to reports


C. Liked and commented on by users


D. Created from cases

A. Rated between 1 to 5 stars


D. Created from cases

What do you need to be aware of when scheduling a report to be sent via email? There are 3 correct answers.


A. Data in the report may not be the same as the data the user receiving has visibility to


B. Recipients of the report must be Salesforce users


C. Only standard reports can be scheduled


D. Reports can be scheduled to be sent daily, weekly, or monthly

A. Data in the report may not be the same as the data the user receiving has visibility to


B. Recipients of the report must be Salesforce users


D. Reports can be scheduled to be sent daily, weekly, or monthly

How many folder levels are available for Reports and Dashboards?


A. 1


B. 2


C. 3


D. 4

A. 1

The Salesforce Administrator would like to be able to control login access to the organization’s Salesforce.com instance. What different options can be used? There are 2 correct answers.


A. Profile based IP restrictions


B. Organization wide IP restrictions


C. Organization based login hour restrictions


D. Profile based login hour restrictions

A. Profile based IP restrictions


D. Profile based login hour restrictions

As the Salesforce administrator, you need to set up a user in your production organization and also in a sandbox organization. What do you need to consider when setting up the users? There are 2 correct answers.


A. The usernames need to be unique in each organization


B. Two usernames cannot share the same email address


C. The username must be in the format of an email address


D. Salesforce will check the username is a valid email address

A. The usernames need to be unique in each organization


C. The username must be in the format of an email address

Who can approve or reject e-mail approval requests via e-mail?


A. Approvers specified in the approval process only


B. No users can approve or reject a request via e-mail


C. Approvers specified in the approval process and all delegated approvers


D. All active users

C. Approvers specified in the approval process and all delegated approvers

You have a requirement to only allow contacts on a case that are related to the account already selected. What is the most efficient way to meet this requirement?


A. Create a validation rule that checks the contact is related to the account on the case


B. Create a dependent lookup on the contact field that references the account field


C. Create a lookup filter on the Contact Name field on the case object


D. It is not possible to restrict contacts in this way

C. Create a lookup filter on the Contact Name field on the case object

If a sales executive gives a discount of more than 20% he should seek approval from the Sales Manager. The Sales Manager should provide approval by updating the “Manager Approval” field on the Opportunity. When this is done, the sales executive should get an email confirming the discount is approved and the opportunity approval date should be time stamped. What Workflow actions are required in this scenario?


A. Email Alert


B. Field Update


C. Email Alert & Field Update


D. Email Alert, Field Update, & Task Creation

C. Email Alert & Field Update

What are some uses for record types? There are 2 correct answers.


A. Allows for different page layouts for different types of records


B. Allows for different pick list values for different types of records


C. Allows different validation rules for different types of records


D. Allows for different approval processes for different types of records

A. Allows for different page layouts for different types of records


B. Allows for different pick list values for different types of records

What step is not related to setting up Web-to-Lead?


A. Map lead fields


B. Create an assignment rule


C. Create an auto response Rule


D. Create Web-to-Lead Workflows

D. Create Web-to-Lead Workflows

Robert is a Salesforce.com Administrator at G.W Computing. He has been asked to create a workflow rule field and is considering the evaluation criteria. The incorrect workflow rule evaluation criteria is?


A. Every time a record is edited to subsequently meet criteria


B. Every time a record is created


C. Every time a record is created and it is edited


D. Every time a record is created and edited to subsequently meet criteria

A. Every time a record is edited to subsequently meet criteria

Jim is an administrator for Carly Automotive (CA), a distributor of automotive spare parts. CA has just launched a new line of truck parts. Opportunities for these parts will be managed differently than the existing products. Managers also need to be able to view information related to the new opportunities on reports. What should Jim do to configure the opportunity object for this new product line?


A. Create a new record type on the opportunity object for truck parts


B. Create a new pick list field for truck statusC. Add the new truck part status values to the existing sales process


D. Create a new record type and a new sales process for truck parts

D. Create a new record type and a new sales process for truck parts

Your organization has recently completed a large marketing campaign across the globe. The Marketing director wants to acquire customer feedback related to the campaign. He wants to use Salesforce for sending survey forms and collating the survey results directly within Salesforce. As an Administrator, what solution would you suggest?


A. Create a custom survey application using force.com development


B. Create a custom survey application using .net and integrate with Salesforce


C. Procure a third party survey application


D. Look for an AppExchange solution to install that meets the requirements

D. Look for an AppExchange solution to install that meets the requirements

What is a report type?


A. A predefined listing of fields from an object


B. A way of grouping together similar reports


C. Tabular, Summary, and Matrix are all report types


D. A definition of objects and fields that can be used to build a report

D. A definition of objects and fields that can be used to build a report

What is true regarding custom fields? There are 2 correct answers.


A. Custom fields can be created on standard or custom objects


B. Custom fields cannot be deleted once created


C. The field type of a custom field can be changed after it has been created


D. Field level security does not apply to custom fields

A. Custom fields can be created on standard or custom objects


C. The field type of a custom field can be changed after it has been created

What situations can trigger an auto-response rule? There are 3 correct answers.


A. Case Escalation


B. Web-to-Case submission


C. Email-to-Case


D. Changing the default pick list value


E. Customer Portal Case submission

B. Web-to-Case submission


C. Email-to-Case


E. Customer Portal Case submission

Michelle wants to open up sharing for a group of records. The “Deliveries” custom object has Private object level security with the sharing setting “Grant Access Using Hierarchies” deselected. A Manager at the top of the hierarchy would like visibility to all the deliveries records. No other user should have access to these records that they do not have access already. In order to accomplish this need, Michelle should:


A. Update Organization Wide Sharing settings to Public Read Only for the Deliveries object


B. Enable the “Grant Access using Hierarchies” for the Deliveries Object


C. Create a sharing rule for the Deliveries object records to the Manager Role


D. Create a sharing rule for the Deliveries object records to a public group containing the Manager

D. Create a sharing rule for the Deliveries object records to a public group containing the Manager

What are some differences between using the data import wizard and data loader? There are 3 correct answers.


A. Triggering Workflow rules are optional when using the import wizard but not with Data Loader


B. The import wizard cannot perform the “upsert” function by adding new and updating existing records


C. Data Import wizard cannot export records but Data Loader can


D. Mappings can be saved with Data Loader but not with the import wizard


E. The data import wizard can only load standard objects but Data Loader can load custom objects

A. Triggering Workflow rules are optional when using the import wizard but not with Data Loader


C. Data Import wizard cannot export records but Data Loader can


D. Mappings can be saved with Data Loader but not with the import wizard



From the list below, identify the correct required fields that should be populated in the file in order to create a user record in Salesforce.


A. First Name, Last Name, Email, Profile, and Role


B. First Name, Last Name, Profile, and User License


C. First Name, Username, Email, Role, and User License


D. Last Name, Username, Email, Profile, and User License

D. Last Name, Username, Email, Profile, and User License

What is true regarding auto-response rules? There are 2 correct answers.


A. Auto-response rules apply to cases and leadsB. Multiple case auto-response rules can be active at the same time


C. Different email templates can be used for different criteria


D. Auto-response rules can create a task

A. Auto-response rules apply to cases and leads


C. Different email templates can be used for different criteria

Bill is helping Joe on an opportunity and needs to see the details of the account, its contacts, and the opportunity. If Account Teams has been enabled, what would you suggest to Joe?


A. You will create a sharing rule to give access to Bill


B. Ask Joe to add Bill to the Account Team


C. You will add Bill to the role hierarchy above Joe to give him visibility


D. Ask Joe to add Bill to the Opportunity Team

B. Ask Joe to add Bill to the Account Team

A user has called you, as they have forgotten their password. What should you suggest?


A. Tell the user you can reset the password for them any time they have forgotten it


B. Tell the user to reset the password themselves from the Forgot Password link on the login page


C. Tell the user to email Salesforce support


D. Tell the user that passwords can only be reset by Salesforce Administrators and you will need to do it every time

B. Tell the user to reset the password themselves from the Forgot Password link on the login page

Users have requested the Parent Account field to be displayed in the Account Lookup Dialog. How can this be enabled?


A. Modify the Account Search results layout


B. Modify the Account Lookup Dialog layout


C. The fields in the Account Lookup dialog are fixed and cannot be changed


D. The user can modify the fields themselves using the “My Columns” link in the lookup dialog

B. Modify the Account Lookup Dialog layout

When are dashboards refreshed? There are 2 correct answers.


A. Every Day


B. Every time someone accesses the home pageC. When a user clicks Refresh


D. The Dashboard refresh frequency can be set per Dashboard

C. When a user clicks Refresh


D. The Dashboard refresh frequency can be set per Dashboard

You have discovered that a number of records were deleted by mistake 2 weeks ago. What is the most efficient way to restore these records?


A. Nothing. After 10 days deleted records are removed from the recycle bin.


B. The records will be available in the recycle bin. You will be able to select the records and click “Undelete” to remove them from the recycle bin.


C. Use Data Loader to export the delete records by checking “Include Deleted Records” in settings.


D. Use the “Export All” option in Data Loader and export the records.

B. The records will be available in the recycle bin. You will be able to select the records and click “Undelete” to remove them from the recycle bin.

True or False. As an administrator, I can delete records in bulk from the Accounts Home tab within Salesforce.


A. True


B. False

B. False

How many points are added to an Idea when it is promoted?


A. One


B. Two


C. Five


D. Ten

D. Ten

Your organization’s financial year begins in July and ends in June. How can you make sure that reports and forecasts are set up to reflect this?


A. Use Standard Fiscal Years and set the fiscal year to start in July


B. Use the default fiscal year setting in Salesforce


C. Enable custom Fiscal years and set the starting month to July


D. It is not possible to change the fiscal year setting in Salesforce

A. Use Standard Fiscal Years and set the fiscal year to start in July

What is true regarding the data export service?


A. The data export service can be setup to run daily


B. The data export service will export data from all records but not attachments


C. Data will be exported in .csv format


D. You must request Salesforce to enable the data export service


E. Once generated, the export files are available in Salesforce for 24 hours before they are deleted

C. Data will be exported in .csv format

You have created a “Project” custom object and would like to also track Project Tasks. How can you accomplish this?


A. Create a custom Project Tasks object


B. Check the “Allow Activities” checkbox on the Project object


C. Check the “Track Tasks” checkbox on the Project object


D. Create a lookup on the task object to the Project custom object

B. Check the “Allow Activities” checkbox on the Project object

You would like a reminder to be sent to the lead owner if it has not been converted 10 days after the created date. How would you accomplish this?


A. Create a validation rule to check the current date against the create date


B. Create a time dependent workflow rule


C. Create an email reminder


D. Create a future task to remind the lead owner

B. Create a time dependent workflow rule

Your company would like to collaborate with partners and find a way to be able to discuss various topics in various groups. What solution would you recommend?


A. Create Chatter Free licenses for the external users


B. Create Chatter Plus licenses for the external users


C. Setup a Partner community


D. Setup a Partner portal

A. Create Chatter Free licenses for the external users

Data.com Clean can be used to validate:


A. Accounts


B. Contacts


C. Leads


D. All of the above

D. All of the above

What is true regarding dashboards? There are 2 correct answers.


A. The running user determines what data is used for Dashboards


B. The running user is always initially the user viewing the dashboard


C. It is possible to change the running user from the dashboard page


D. Only tabular reports can be used for dashboards

A. The running user determines what data is used for Dashboards


C. It is possible to change the running user from the dashboard page

When a prospect completes the Web-to-Lead form, you would like an email to be sent automatically to the prospect to thank them for their interest and also send an email to the Sales Manager to alert them of the new lead. How can this be setup?


A. Create an auto response rule with 2 response rule entries


B. Create one auto response rule with the To address set to the person that submitted the lead form and the CC address set to the Sales Manager


C. Create a workflow rule with 2 email alertsD. Create one auto response rule and one workflow rule with an email alert

D. Create one auto response rule and one workflow rule with an email alert

What is true regarding lookups? There are 2 correct answers.


A. Lookups create parent child relationships between 2 objects


B. Lookup Filters can be used to filter the records displayed


C. Lookup Filters cannot reference fields on the target object


D. Lookup filters can reference fields on records related to the target object

B. Lookup Filters can be used to filter the records displayed


D. Lookup filters can reference fields on records related to the target object

Your company would like to record why cases are closed or rejected. What is the best way of handling this?


A. Create a pick list for Case Close Reason with a validation rule that a case reason is selected when a case is closed or rejected


B. Create a Case Close Reason text field that should be filled in when cases are closed or rejected


C. Create a workflow field update that will update the Case Close Reason when the case is closed


D. Create a new record type and page layout for closed cases that includes the Case Close Reason

A. Create a pick list for Case Close Reason with a validation rule that a case reason is selected when a case is closed or rejected

A weekly or monthly backup of a Salesforce instance can be exported to a set of:


A. CSV Files


B. HTML Files


C. DOC Files


D. SFDCBackup Files

A. CSV Files

An administrator wants to set a time-based flow to convert a lead and, after conversion, email the new contact one day after the lead is converted. What can the administrator enable to accomplish this?


A. This cannot be done automatically, the email must be sent manually


B. Set a time-based workflow rule to email the new contact


C. Use a time-based approval process to email the contact one day after the lead conversion is approved


D. Use a flow process to convert the lead and wait element to set a one day wait period to automatically email the contact

D. Use a flow process to convert the lead and wait element to set a one day wait period to automatically email the contact

What is true regarding Opportunity Teams?


A. Opportunity Teams are enabled by default


B. The Opportunity Team related list must be added to the Opportunity page layout


C. The administrator must define default teamsD. Custom fields cannot be added to Opportunity Teams

B. The Opportunity Team related list must be added to the Opportunity page layout

A custom Credit Status field on Accounts should only be visible to users with the Accounts Receivable profile. How can this be accomplished within Salesforce?


A. Create two page layouts, one with the credit status field and assign to the Accounts Receivable profile and one without the credit status field and assign to all profiles except Accounts Receivable


B. Use Field Accessibility to set the field access setting to Hidden for all profiles except Accounts Receivable


C. Set the Credit Status field to be not visible on the page layout for all profiles except Accounts Receivable


D. It is not possible to display a field for only one profile

B. Use Field Accessibility to set the field access setting to Hidden for all profiles except Accounts Receivable

What is true regarding field level security? Choose 2: There are 2 correct answers.


A. Fields can be set read-only by profile


B. If a field is hidden using field level security, it will not appear on page layouts, search results, related lists and list views but it will appear in reports


C. If a field is hidden using field level security, it will not appear on page layouts, in search results, in related lists, in list views, or in reports


D. If a field is set to be read-only using field level security for a user’s profile but the user has edit access to the object, the user will be able to update the field

A. Fields can be set read-only by profile


C. If a field is hidden using field level security, it will not appear on page layouts, in search results, in related lists, in list views, or in reports

When initially creating a new custom object, an administrator must specify the following (select all that apply):


A. Label


B. Plural Label


C. Email Templates


D. Record Types


E. Object Name


F. Workflow Rule


G. Record Name


H. Data Type

A. Label


B. Plural Label


E. Object Name


G. Record Name


H. Data Type

What features can the administrator use to control access to records?


A. Organization Wide Default Settings, Role Hierarchy, Sharing Rules, and Territory Hierarchy


B. Organization Wide Default Settings, Profile Hierarchy, Sharing Sets, and Manual SharingC. Organization Wide Default Settings, Role Hierarchy, Permission Sets, and Manual SharingD. Organization Wide Default Settings, Role Hierarchy, Sharing Rules, and Manual Sharing

A. Organization Wide Default Settings, Role Hierarchy, Sharing Rules, and Territory Hierarchy

what data from Outlook can be synchronized with Salesforce. Identify the correct options from the list below. (Choose 2 answers)


A. Accounts


B. Opportunities


C. Contacts


D. Events

C. Contacts


D. Events

The maximum number of external ID fields for an object

3

The maximum number of lookup relationships per record

5

The maximum number of roll-up fields per object

10

The number of fields (custom or standard) in an object that can have history tracking enabled

20

The maximum number of components allowed on a dashboard

20

The number of multiple approvers allowed in parallel approval processes

25

The maximum number of values allowed in controlling field

300

The number of web-to-lead submissions that can be captured each day

500


Number of campaign emails allowed per day by mass email wizard (in leads and contacts tab)

1,000

The maximum number of users that can be created

5,000

Use data loader when the number of record is greater then

50,000

Maximum records you can import with dataloader

5,000,000