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25 Cards in this Set
- Front
- Back
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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
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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
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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 |
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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
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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 |
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How many components can be added to a Salesforce dashboard?
A. 10 B. 15 C. 20 D. 25 |
C. 20
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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
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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
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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.
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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.
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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
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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
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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
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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 |
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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
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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
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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
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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 |
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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
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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
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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
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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
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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
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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 message B. 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
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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
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