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60 Cards in this Set

  • Front
  • Back

A roll-up summary field requires a Master Detail relationship.


A. True


B. False

A. True

Is it possible to share a custom object record manually?


A. True


B. False

A. True

A users security token will be refreshed every time their password is changed.


A. False


B. True

B. True

What can an email template contain? (Pick 3)


A. Attached File


B. Merge Field


C. Macro


D. Text

A, B, D

Can you uninstall an App Exchange application once it has been deployed?


A. Yes


B. No

A. Yes

What should a system administrator use to disable access to a custom application for a group of users? (Pick 1)


A. Profiles


B. Sharing Rules


C. Web Tabs


D. Page Layouts

A. Profiles

A sales manager would like to view a dashboard from the perspective of different users and switch between users without editing the dashboard, how would an administrator enable this? (Pick 2)


A. Grant the sales manager the "Drag-and-Drop Dashboard builder" permission


B. Grant the sales manager the "Manage Dynamic Dashboards" permission


C. Create the dashboard as a dynamic dashboard


D. Grant the sales manager the "View my Teams Dashboard" permission.

C. Create the dashboard as a dynamic dashboard



D. Grant the sales manager the "View my Teams Dashboard" permission

Which of the following fields CANNOT be a controlling field for Dependent Picklists? (Pick 1)


A. Standard Picklist


B. Custom Picklist


C. Custom Multi-Select Picklist


D. Standard Checkbox


E. Custom Checkbox

C. Custom Multi-Select Picklist

Data loss can occur when changing fields from the following types (choose all that are correct) (Pick 3)


A. To a Number field from any other type of field


B. Changing from a multi-select picklist to any other type


C. Changing from a Number field to a Text field


D. Changing from a checkbox to any other type of field

A. To a Number field from any other type of field



B. Changing from a multi-select picklist to any other type



D. Changing from a checkbox to any other type of field

A Sales Manager would like to get a report of opportunities grouped by sales stage. What kind of report meets this requirement? (Pick 1)


A. Summary


B. All Salesforce Reports


C. Tabular


D. Matrix

A. Summary

What are the ways leads can be captured with Salesforce? (Pick 2)


A. Lead Import


B. Lead Assignment


C. Email to Lead


D. Web to Lead

A. Lead Import


D. Web to Lead

All of the following objects may have a queue EXCEPT (Pick 1)


A. Accounts


B. Cases


C. Leads


D. Custom Objects

A. Accounts

You can make fields visible, read-only, and required using Page Layouts.


A. True


B. False

A. True

What are the different types of Sharing Rules? (Pick 4)


A. Custom Object Sharing Rules


B. Lead Sharing Rules


C. Case Sharing Rules


D. Solution Sharing Rules


E. Account Sharing Rules

A. Custom Object Sharing Rules


B. Lead Sharing Rules


C. Case Sharing Rules


E. Account Sharing Rules



In which scenarios will the sharing button appear? (Pick 1)


A. It will always appear


B. When the sharing model for the object is public read only


C. When the sharing model for the object is private


D. When the sharing model for the object is public read/write

C. When the sharing model for the object is private

A system administrator needs to restrict users ability to view a dashboard. How can this be accomplished? (Pick 1)


A. Restrict the access to the folder that the dashboard is located


B. Create a sharing rule to restrict the access


C. Restrict the access to the folder that the source report is located


D. Disable access to the dashboard on the users profile

A. Restrict the access to the folder that the dashboard is located

If the Org Wide Default is Public Read/Write, what feature in Salesforce is needed to restrict access to that object? (Pick 1)


A. Record Type


B. Profile


C. Role Hierarchy


D. Page Layout

B. Profile

Formulas ignore Field Level Security settings.


A. True


B. False

A. True

Which profiles listed are a standard Profile? Select all that apply (Pick 3)


A. Standard User


B. Marketing User


C. Invoice Manager


D. Contract Manager

A. Standard User


B. Marketing User


D. Contract Manager

When are Data validation Rules Enforced? (Pick 1)


A. Upon opening a record


B. Upon closing the record


C. Upon editing a field


D. Upon saving a record

D. Upon saving a record

A customer service manager would like to automatically assign cases to the most appropriate agent to handle the request. What feature could be used: (Pick 1)


A. Case Escalation Rules


B. Web to Case


C. Case Assignment Rules


D. Email to Case

C. Case Assignment Rules

Which of these objects can you map a field to on lead conversion? (Pick 3)


A. Cases


B. Contacts


C. Account


D. Opportunities

B. Contacts


C. Account


D. Opportunities

Which of these is not a Salesforce feature? (Pick 1)


A. Email to Lead


B. Web to Lead


C. Web to Case


D. Email to Case

A. Email to Lead

The Sales Director wants to be alerted to deals that are greater than $1,000,000. Which tool should you useto achieve this? (Pick 2)


A. Workflow - Create a workflow to send an email if an Opportunity amount is great than1,000,000


B. Create a report and monitor it daily


C. Big Deal Alerts


D. Ask the Sales Director to create a list view which shows Opportunities greater than 1,000,000

A. Workflow - Create a workflow to send an email if an Opportunity amount is great than 1,000,000




C. Big Deal Alerts

Fields which are hidden using Field-Level-Security are still subject to Validation Rules?


A. True


B. False

A. True

What type of report cannot be used to populate a chart in a dashboard?


A. Tabular


B. Matrix


C. Summary

A. Tabular

An Approval Process begins when a record is... (Pick 1)


A. Saved


B. Created


C. Submitted for Approval


D. Edited

C. Submitted for Approval

What should a system administrator consider before importing a set of records into Salesforce? (Pick 2)


A. The import file should include a record owner for each record


B. Validation rules are not triggered when importing data using the import wizard


C. Data should of de-duplicated in the import file prior to import


D. Currency field values will default to the personal currency of the record owner



A. The import file should include a record owner for each record




C. Data should of de-duplicated in the import file prior to import

What is the maximum number of Components available on a Dashboard? (Pick 1)


A. 10


B. 50


C. 5


D. 20



D. 20

Where can you make a field required? (Select all that apply) (Pick 2)


A. Workflow Rule


B. Field Edit page


C. Record Type


D. Page Layouts

B. Field Edit page


D. Page Layouts

To track revenue gain or loss based on currency fluctuations, you must implement what feature? (Pick 1)


A. Multi-Currency


B. Advanced Currency Management


C. Sandbox


D. Territory Management

B. Advanced Currency Management

Which of these actions can be triggered from a Workflow? (Pick 1)


A. Field Update, New Task, Email Sent, Outbound Message


B. Create Object, New Task, Email Sent,


C. Field Update, Email Sent, APEX Trigger, New Task


D. Email Sent, Field Update

A. Field Update, New Task, Email Sent, Outbound Message

What is a Bucket Field? (Pick 1)


A. Used to group multiple workflows


B. Used in reports to categorise and group report values


C. A custom field that can be created to group values


D. A custom field that can be created to store a finite amount of values

B. Used in reports to categorise and group report values

Which of the following are standard Salesforce Objects? (Pick 3)


A. Contract


B. Pricebook


C. Ticket


D. Opportunity Product

A. Contract


B. Pricebook


D. Opportunity Product

A user can still report on a field they have access to, even if it is hidden from the page layout.


A. False


B. True

B. True

You can use standard reports when creating Dashboards?


A. False


B. True

A. False

Which statements about custom summary formulas in reports is true? (Pick 2)


A. Custom summary formulas can reference a formula field within a report


B. Reports can be grouped by a custom summary formula result


C. Custom summary formulas can reference another custom summary formula


D. Custom summary formulas can be used in a report built from a custom report type

A. Custom summary formulas can reference a formula field within a report




D. Custom summary formulas can be used in a report built from a custom report type

What is true about dynamic dashboards: (Pick 1)


A. If a user wants to customise the dashboard, they should use a dynamic dashboard


B. A dynamic dashboard will show data according to the user's security settings


C. A dynamic dashboard will refresh automatically several times a day


D. In dynamic dashboards, the source reports used can vary according to the user

B. A dynamic dashboard will show data according to the user's security settings

Why should you consider using the Import Wizard over the Data Loader? (Pick 1)


A. If you need to import more than 1,000,000 records


B. If you require some De-Duplication


C. You need field auto-mapping functionality


D. If you need to import to custom objects only

B. If you require some De-Duplication

An Marketing manager would like to generate a list of contacts for a mailing list. What type of report would be the most appropriate to use: (Pick 1)


A. Mailing


B. Tabular


C. Matrix


D. Summary

B. Tabular

You want to give a profile access to a custom object. What would be the best way to do this? (Pick 1)


A. Create a new profile and grant access


B. Clone a standard profile and grant additional access


C. Create a permission set and assign it to relevant users


D. Edit a standard profile

B. Clone a standard profile and grant additional access

Quotes & Opportunities are part of which cloud product? (Pick 1)


A. Sales Cloud


B. Service Cloud


C. Marketing Cloud


D. Analytics Cloud

A. Sales Cloud

You can restrict a profiles view to a certain field by using which feature? (Pick 1)


A. Roles


B. Field Level Security


C. Profiles


D. Permission Sets

B. Field Level Security

What is a Junction Object? (Pick 1)


A. A Many-to-Many relationship created with two lookup relationships


B. An object type to connect external web services


C. A Many-to-Many relationship created with two lookup master-detail relationship


D. A standard object

C. A Many-to-Many relationship created with two lookup master-detail relationship

Standard picklist fields cannot be dependent fields.


A. True


B. False

A. True

Field Level Security or Page Layout can be used to make a field required.


A. True


B. False

B. False

How do you delete a user? (Pick 1)


A. Going to their profile and clicking the delete button


B. Deleting all information from their profile.


C. Using an external application


D. You cannot delete a Salesforce User

D. You cannot delete a Salesforce User

A user can save a record even if a data validation error message appears.


A. True


B. False

B. False

When a lead is converted, it becomes an Account, Contact, and Opportunity (unless you opt out of creating an opportunity)


A. False


B. True

B. True

A tab is automatically created when you create a custom object.


A. False


B. True

A. False

A user would like to generate a list of contacts for a mailing list. What type of report would be the most appropriate to use? (Pick 1)


A. Matrix


B. Tabular


C. Matrix


D. Summary

B. Tabular

A customer service manager would like to automatically assign cases to the most appropriate agent to handle the request. What feature could be used? (Pick 1)


A. Case Escalation Rules


B. Case Assignment Rules


C. Email to Case


D. Web to Case

B. Case Assignment Rules

What permissions are needed to import leads and contacts to a Campaign? (Pick 1)


A. Marketing user checkbox on user.


B. Marketing user profile


C. Marketing user checkbox & profile


D. Marketing User permission set

C. Marketing user checkbox & profile

Gauge and metric dashboard component types are based on what from a report? (Pick 1)


A. Chart


B. Grand Total


C. Average


D. Sum

B. Grand Total

When converting a Lead, what values are transferred to the Opportunity? (Pick 2)


A. Close Date = Today


B. Amount = Lead Amount


C. Close Date = Last day in fiscal quarter


D. Stage = First stage in list

C. Close Date = Last day in fiscal quarter


D. Stage = First stage in list

How many objects may be imported or updated using the data loader in one operation? (Pick 1)


A. 1


B. 5


C. 10


D. Unlimited

A. 1

Is it possible for a user to own a record and not see it?


A. True


B. False

A. True

Workflow cannot be triggered upon import.


A. True


B. False

B. False

What is a roll-up summary field? (Pick 1)


A. A roll-up summary field lets you rollback the data that was changed last week


B. The roll-up summary field is accessible via the API


C. A roll-up summary field is a custom field that aggregates child record information into the parent record


D. The roll-up summary field gives you a summary of the data type and object relationship.

C. A roll-up summary field is a custom field that aggregates child record information into the parent record

What is conditional highlighting for reports? (Pick 1)


A. You can set conditions that when met, will report the calculated fields


B. Shows you visual highlights depending on a threshhold


C. Users can highlight particularly interesting parts of a report


D. Lets you make calculations on custom fields

B. Shows you visual highlights depending on a threshhold