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61 Cards in this Set
- Front
- Back
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The Director of Clients Services has asked you to add a new field on all Account records. This new field needs to provide the total amount of all won opportunities for each individual account. What type of field should you create to fulfill this requirement? - Number - Formula - Roll-Up Summary - Currency - Text |
Roll-Up Summary |
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Your Salesforce organization's Login Hours are set from 7 AM to 7 PM. A user logs in at 6:57 PM and is viewing a record when the clock passes 7 PM. Which of the following scenarios happens once a logged in user is outside of the specified Login Hours for an organization? - The user can continue to edit records, until they manually log out of the system. - A warning message displays and the user is logged out immediately - The user can continue to view the page they are currently on, but if they navigate away from the page, they will be logged out - The user can continue to work indefinitely, but new users will be unable to login. |
The user can continue to view the page they are currently on, but if they navigate from the page, they will be logged out. |
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In Activity Management, what is the Salesforce feature that allows users to request meetings with customers, and lets customers select when they can meet, before organizers confirm meeting times? - Cloud Scheduler - Activity - Task - Event |
Cloud Scheduler |
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True or False: If you change a field from a field type of multi-select picklist to a picklist, existing data will potentially be lost. |
True: If you have data records already in the system and a field has multiple selections, if you then change that field type to a single picklist, any data that had previously been selected for that field will be lost. Do not do this. |
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Which relationship supports roll-up summary fields? - External Object Relationship - Lookup Relationship - Many-to-Many Relationship - Master Detail Relationship |
Master Detail Relationship |
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Which statement is true as it relates to Multi-select picklists and field dependency? - Multi-select picklists can be neither dependent picklists or controlling fields - Multi-select picklists can be dependent picklists, but not controlling fields - Multi-select picklists can be dependent pickists and controlling fields - None of the above |
Multi-select picklists can be dependent picklists, but not controlling fields |
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The Company Information screen in the Company Profile section of Salesforce displays important information regarding your Salesforce organization. Which of the following are items that are accessible and displayed from the Company Information screen in Salesforce? (select 3) - AppExchange Installations - Your Salesforce Organization ID - User Licenses used and remaining, such as Service Cloud, Salesforce Platform, etc. - Feature Licenses used and remaining, such as Marketing User, Knowledge User, etc. |
- Your Salesforce Organization ID - User Licenses used and remaining, such as Service Cloud, Salesforce Platform, etc. - Feature Licenses used and remaining, such as Marketing User, Knowledge User, etc. |
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The Director of Client Services has asked you to update a Quarterly Revenue Report, so that the report contains additional columns of information. From the report, what would you click in order to make the requested changes to the Quarterly Report? - Copy - Clone - Customize - Edit - None of the above |
Customize
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True or False: The Process Builder can't be used to post a message to Chatter? |
False |
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Which statement is true when assigning a Task to a Group in Salesforce? - You can't assign a task to a group in Salesforce - Each member of the group is assigned a copy of the task - The same task is assigned to all members of the group - Group tasks can only be created for personal groups |
Each member of the group is assigned a copy of the task. |
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The Chief Marketing Officer needs to see the daily response rate for campaigns and wants to track this historically, in order to monitor trends over time. What analytics feature in Salesforce would you use to satisfy this request? - Reporting Snapshot - Line Graph - Pie Chart - Summary Report |
Reporting Snapshot |
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A user needs to be able to delete Cases in Salesforce. Which Security settings can accommodate this request? (Select 2) - IP Ranges - Profile - Role - Permission Set |
- Profile - Permission Set |
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Which actions can be performed immediately from a workflow rule? (Select 4) - Field Update - Validation Rule - Outbound Message - Email Alert - Task Creation |
- Field Update - Outbound Message - Email Alert - Task Creation |
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A user reports that a multi-select picklist field on the Opportunity object sometimes is missing certain picklist values, and yet other times the full set of values appears. This behavior varies from record to record, and you need to make these values consistent across all opportunities. What is the most likely reason this is occurring? - The picklist field values are set differently for the different Opportunity Record Types - The Field Level Security (FLS) has not been set properly for the Picklist field - None of the above - The Page Layout Assignment for the Opportunities with the missing picklist values needs to be adjusted |
The picklist field values are set differently for the different Opportunity Record Types |
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You have been tasked with importing hundreds of cases into Salesforce. Which Data Import tool will be able to fulfill this requirement? - Data Loader - Data Import Wizard - Mass Import Cases - None of the above |
Data Loader
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Your organization has a Sales User profile, of which 30 people are assigned. Your VP of Sales has identified 3 of these users who should have the ability to Delete and Transfer lead records. What is the best option to fulfill this request? - Create an additional Sales User profile and give it a unique and descriptive name - Create a Validation Rule on the Lead Object to block all but the 3 specified users from deleting or transferring a lead - Create a Permission Set and grant these 3 users Delete and Transfer rights on Lead records - None of the above |
Create a Permission Set and grant these 3 users Delete and Transfer rights on Lead records |
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A user reports they are no longer able to see a field on an Account record that they used to be able to see. What things should you check to troubleshoot why this field has disappeared for this user? (select 3) - Check the Page Layout to see if the field has been removed from the Layout - Check the user's Role in the Role Hierarchy to see if they no longer have access to the field - The user is sadly mistaken. Blame them and do nothing. - Check the Field Level Security of the field to see if it is now hidden fo the user's profile - Check the Page Layout Assignment for the Profile the user belongs to and determine if the assignment has changed |
- Check the Page Layout to see if the field has been removed from the Layout - Check the Field Level Security of the field to see if it is now hidden fo the user's profile - Check the Page Layout Assignment for the Profile the user belongs to and determine if the assignment has changed |
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To help prevent duplicates, Salesforce provides Standard Matching Rules for which objects? (select 3) - Cases - Leads - Contacts - Accounts - Opportunities |
- Leads - Contacts - Accounts |
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The IT Director has mandated that all records in Salesforce must be backed up weekly. Which Data Management tool can be used to meet this requirement? - Force.com IDE - Scheduled Report - None. Salesforce can't be backed up - Data Export |
Data Export |
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Which Report Format is not a valid format in Salesforce? - Chart - Joined - Tabular - Summary - Matrix |
Chart |
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You have created a complex approval process in Salesforce and now need to provide a visual diagram that encompasses the different steps of the approval process. What tool would you use in Salesforce to access this visual diagram of the approval process? - Schema Builder - Process Builder - Process Visualizer - AppExchange - Visualforce Page |
Process Visualizer |
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The Director of Sales Operations wants to display additional information on Opportunity records. The specific request is to pull in the picklist value that is displayed in the Type field on the Account so that it can be viewed and displayed as well on the Opportunity. What type of custom field can be created on the Opportunity object to fulfill this request? - Formula - Picklist - Number - Multi-Select Picklist - Text |
Formula |
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The Director of IT has asked that you set all Salesforce System Administrators to where their Salesforce passwords never expire. All of these users currently have the Standard Profile of System Administrator. What would you need to do to fulfill this request? - Nothing. System Administrators' passwords never expire, by default, in Salesforce - Set the password to never expire in the standard System Administrator profile, under the Password Policies section of the profile - Create a Permission Set for Password Never Expires and Assign it to each of the administrators - None of the above |
Set the password to never expire in the standard System Administrator profile, under the Password Policies section of the profile |
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During the Lead Conversion Process in Salesforce, which types of records can be created? (select 3) - Account - Lead - Contact - Case - Opportunity |
- Account - Contact - Opportunity |
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A user reports that they are unable to log in to Salesforce. You check their User Record and see no login attempts for them today. What is the user likely doing wrong? (select 2) - The user is entering the wrong Username for themselves - The user is attempting to log in to the wrong location, such as a Sandbox at test.salesforce.com instead of a Production instance at login.salesforce.com - The user's account has been de-activated or frozen - The user is entering their Password incorrectly and have locked themselves out |
- The user is entering the wrong Username for themselves - The user is attempting to log in to the wrong location, such as a Sandbox at test.salesforce.com instead of a Production instance at login.salesforce.com |
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The head of the Field Sales Division has reported that several Sales Reps see the desktop Salesforce website version instead of the mobile Salesforce version when going to login.salesforce.com in their mobile browser. What setting must be changed in order to automatically send mobile browser users to the mobile browser version of Salesforce. - Salesforce1 User setting on the User Record - Assigned Apps in Profile Settings - Page Layout Assignments at the Profile Level - Assigned Permission Sets on the User Record - None of the above |
Salesforce1 User settings on the User Record |
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True or False: A Lookup Relationship cannot be established between an object and itself, such as a Lookup Field to Contact on the Contact object. |
False
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The Operations Manager has requested that a form be added to the Company website, so that customers can fill out support requests. These requests need to create a new case in Salesforce upon submission from the website. What Salesforce feature would you utilize to fulfill this request? - Web-to-Lead - Escalation Rule - Assignment Rule - Web to Case - Workflow Rule |
Web to Case |
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You have a time-based workflow action scheduled to fire tomorrow and it is visible in the Time-Based Workflow Queue. Which statement is true, if the criteria for this time-based workflow action is no longer valid once you update the record today? - A confirmation window displays, once you update the record, informing you that there is a pending action waiting in the Time-Based Workflow Queue. You will be prompted to either remove the action or allow it to remain via a Yes/No question - Nothing. The time-based workflow action will still display in the Time-Based Workflow Queue, and it will fire as orginially scheduled tomorrow - The time-based workflow action will be removed from teh Time-Based Workflow Queue and will no longer display, since the criteria for this action is no longer valid. |
The time-based workflow action will be removed from teh Time-Based Workflow Queue and will no longer display, since the criteria for this action is no longer valid. |
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Which Security features in Salesforce can be utilized to grant Users access to specific Apps? (select 2) - Public Groups - AppExchange - Profile - Permission Set - Role Hierarchy |
- Profile - Permission Set |
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The Director of IT alerts you late in the day that another Salesforce administrator in your organization has abruptly left the company. This departing administrator’s user account cannot be deactivated, because they are tied to several key dashboards as the running user, they are tied to several scheduled reports that are delivered daily, and they have several other core settings in the system that will take time to reassign to you. You need to prevent this departing administrator from being able to log in to Salesforce, as quickly as possible. What can you do to fulfill this request, without deactivating the departing administrator’s user account? - Change the departing administrator's Role - Assign a Read-Only Profile to the departing admin - Freeze the departing admin's user account - Monitor the departing admin's User Account to see if they try to log in - None of the above - you have to de-activate the departing admin's user account |
Freeze the departing admin's user account |
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When creating a custom object, what are the two valid data type options for the Record Name field? (select 2) - Formula - Auto Number - Text - Number |
- Auto Number - Text |
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Which statement is true as it relates to Sharing Rules in Salesforce? - Sharing Rules are created to restrict access to records beyond what was originally specified with the organization-wide defaults - Sharing Rules are created to either grant or restric access to records beyond what was originally specified with the organization-wide defaults - Sharing Rules are created to grant additional access to records beyond what was originally specified with the organization-wide defaults |
Sharing Rules are created to grant additional access to records beyond what was originally specified with the organization-wide defaults |
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True or False: Setting an object to Private makes those records visible only to record owners and those above them in the Role Hierarchy. |
True |
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The Support Manager has requested that all cases that are not updated by a Support rep within 6 hours of creation should be re-assigned ownership to the Tier 2 Executive Support Queue. Which support solution should be utilized in Salesforce to fulfill this request? - Validation Rule - Support Process - Escalation Rule - Assignment Rule |
Escalation Rule |
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The VP of Sales has requested that you implement a Configure-Price-Quote solution that has been developed by a third-party vendor. This solution can be installed in your own Salesforce organization. Where would you go to install this application? - Apple's App Store - AppExchange - The vendor's website - Google Play - None of the above |
AppExchange
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How can a user relate an Opportunity to a Campaign? (select 2) - Add the Campaign in the Campaign Influence related list on the Opportunity - Select it from the Campaign Heirarchy - Install an App off the AppExchange that provides this functionality - Specify the Primary Campaign Source on the Opportunity |
- Add the Campaign in the Campaign Influence related list on the Opportunity - Specify the Primary Campaign Source on the Opportunity |
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What Salesforce feature is used to send an email notification automatically for opportunities with large amounts? - Big Deal Alert - Flow - Process - Trigger |
Big Deal Alert |
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As the Salesforce Administrator, you are invited to a large project kick-off meeting. The Project Manager has tasked you with setting up a way for the project team members (all of whom are Salesforce users) to collaborate on the project by sharing files and tracking progress on Chatter in Salesforce. The request is that only the project team members and yourself should be the only users able to view the project activity in Chatter. What do you create to fulfill this request? - Nothing. This can't be done in Salesforce - Create a Private Chatter Group and add the Project Team Members - Create a Public Chatter Group and only invite the Project Team Members - Install a Project Management app off the AppExchange |
Create a Private Chatter Group and add the Project Team Members |
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How can a Dashboard be refreshed? (select 2) - The user can click the Refresh button on a Dashboard to manually refresh it - A Dashborad can be scheduled for a refresh automatically, at specified times - Dashboards refresh dynamically every hour in Salesforce - The Dashboard refreshes automatically, each time it is viewed by a user. |
- The user can click the Refresh button on a Dashboard to manually refresh it - A Dashborad can be scheduled for a refresh automatically, at specified times |
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In a Master-Detail relationship, what happens to Detail records when the Master record is deleted? - All Detail Records are also deleted - The system prevents you from deleting Master records if there are any corresponding Detail records - Nothing. All detail records remain intact. |
The Detail Records are also deleted |
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A new user requests that their Salesforce user interface display in Spanish instead of English. What can you, as the user’s Salesforce Administrator, do to fulfill this request? - Change the Language setting of the user - Nothing. Salesforce does not support other languages and is available in English only - Change the default language setting in the Company Profile - Change the Locale of the user |
Change the Language setting of the user |
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Lead record ownership was previously set to a Queue whenever new lead records were created in your Salesforce instance. The Chief Marketing Officer has dictated that this practice must be changed. The new process for Lead Ownership is to automatically assign ownership to an individual, based on the territory in which the lead resides, whenever the Lead is first created. What Salesforce feature would you utilize to fulfill this request? - Assignment Rule - Web-to-Case - Workflow Rule - Web-to-Lead - Escalation Rule |
Assignment Rule |
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The VP of Sales informs you that a Sales Executive who owns many account records has just left the company. The ownership of these accounts needs to be changed to the VP of Sales, immediately. What Data Management tool is best for quickly making these ownership changes? - Data loader - Mass Transfer Records - Data Import Wizard |
Mass Transfer Records |
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The VP of Marketing has purchased a list of 60,000 Leads that need to be imported into Salesforce. Which Data Import tool is best suited for importing these records? - Data Loader - Workbench -Data Import Wizard - None of the Above |
Data Loader |
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Which statement is true as it relates to checkboxes and field dependency? - Checkboxes can be dependent fields but not controlling fields - Checkbox fields can neither be controlling or dependent fields - Checkbox fields can be controlling and dependent fields - Checkboxes can be controlling fields but not dependent fields |
Checkboxes can be controlling fields but not dependent fields |
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What type of field would you add to a report to quickly categorize report records without creating a formula or custom field? - Tabular - Summary - Bucket - Matrix |
Bucket |
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A user reports they are locked out of Salesforce, and you confirm they have had multiple failed login attempts by reviewing their User Detail record. How can you help the user get back into Salesforce? (select 2) - Click Edit on the User Detail page and check the Generate new password and notify user immediately checkbox - Click the Freeze button on the User Detail page - Send a new password to the user, via Chatter - Click the Reset Password button on the User Detail page |
- Click Edit on the User Detail page and check the Generate new password and notify user immediately checkbox - Click the Reset Password button on the User Detail page |
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Which statements are true as it relates to the Running User of a Dashboard in Salesforce? (select 2) - The running user can be changed on the dashboard view page by authorized users - The running users security settings will determin the data that is displayed - The dashboard will only display for the user that is specified as the running user, and will be invisible to other users - If a user drills down into a source report that the dashboard data is derived from, the report will display data based on the running user's security settings |
- The running user can be changed on the dashboard view page by authorized users - The running users security settings will determin the data that is displayed |
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Which of the following is not a valid Dashboard Component? - Custom Report Type - Horizontal Bar Chart - Chart - Gauge - Visual Force Page |
Custom Report Type |
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A user reports that a couple of Stages are no longer visible in Opportunities. Where should you go in Setup to make those stages visible again? - Sales Processes - Field Level Security - Opportunity Record Types - None of the Above |
Sales Processes |
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The Marketing Manager has complained that Lead records in Salesforce have inconsistent formatting of phone numbers. What could you utilize on Lead records to enforce consistency with phone number entries in Leads? - Field Update - Validation Rule - Workflow Rule - Picklist Field - Flow |
Validation Rule |
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Which of the following components may be selected to display in a Home Page Layout. (select 4) - Dashboard Snapshot - Unresolved Items - Items to Approve - Calendar - Tasks |
- Dashboard Snapshot - Items to Approve - Calendar - Tasks |
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True or False: Changing the Locale on a User record will potentially change the format of Date and Number fields for that user. |
True |
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True or False: Content Packs created in Salesforce CRM Content can be distributed to colleagues in your organization and to leads and contacts outside of your organization? |
True |
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Website visitors fill out a web-to-case form on your company's website to submit a new case. They often call to be sure the case has been received. The Support Manager wants to eliminate these unnecessary calls into support and asks if an email can be sent back to the submitter of the case to let them know their case has been received and they will be contacted soon. What Salesforce support feature would you implement to satisfy this request? - Case Teams - Auto Response Rules - Solutions Manager - Escalation Rules - Assignment Rules |
Auto-Repsonse Rules |
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When an object tab is invisible, what setting is it on? - Tab Hidden - Default On - Default Off |
Tab Hidden |
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Which are valid Data Sources that may be used for Dashboards? (select 2) - Lightning Components - Visual Force pages - Account Insights - Reports |
- Visual Force pages - Reports |
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Which Support feature in Salesforce is used for a group of people to work together to resolve a case? - Queue - Case Team - Chatter - Account Team |
Case Team |
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What do you create in Salesforce to establish a many-to-many relationship between two objects? - Custom Object - Junction Object - External Object - Standard Object |
Junction Object |
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During the lead conversion process, you are able to create which of the follwong new records at the same time? (select 3) - Account - Contact - Case - Company - Opportunity |
- Account - Contact - Opportunity |
