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254 Cards in this Set

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What is Connect Offline ?

Connect Offline is a client application that lets you access a subset of Salesforce records using the same browser-based interface as the online system but without an Internet connection.
Which are the 3 types of Assignment Rules ?
Lead Assignment Rules, Case Assignment Rules, Account Assignment Rules
Which are the two types of auto-response rules ?
Lead auto-response rule, Case auto-response rule
Which Assignment Rule is available only if territory management is enabled ?
Account Assignment Rule
Which are the 3 types of teams ?
Sales Teams to work on Opportunities, Case Teams to work on Cases, Account Teams to work on Accounts. Sales Team is now called as Opportunity Team.
Which are the 4 desktop clients that integrate Salesforce with your PC ?
Connect for Outlook, Connect for Lotus Notes, Connect for Office, Connect Offline
Which are the 2 ways to mass delete records ?
Using Apex Data Loader or from Setup -> Data Management -> Mass Delete Records
Which are the 6 Standard profiles?
Standard profiles :- System Administrator, Contract Manager, Solution Manager, Marketing User, Standard User, Read Only
Out of the custom field types which is not available during data loading using Apex Data Loader ?
Auto-number
Which operations are available in roll-up summary field ?
sum, max, min, count
Which field type is not available while creating a new custom field in a newly created custom object ?
roll-up summary field
What are the differences between lookup relationship and master-detail relationship ?
In master-detail relationship if parent record is deleted, then all the associated child records get deleted. In lookup relationship if parent record is deleted, then all the associated child records are not deleted.
In master-detail relationship each child record must compulsorily have a parent record. In lookup relationship child records can exist without having parent record.
Roll-up summary field is available for master-detail relationship only.
Each child object can have at the most 2 master-detail relationships while it can have at the most 25 lookup relationships.
Many-to-many relationship is created using two master-detail relationships.
A standard object can be a child object only in a lookup relationship, not in a master-detail relationship.
Restriction of master-detail relationship :- You cannot create master-detail relationship in which User or Lead is the master.
When would creation of master-detail relationship fail ?
If A and B are two objects and we are trying to make A parent of B using master-detail relationship, and if one or more records of object B already exist, then creation of the master-detail relationship will fail. First a lookup relationship would have to be created with B as the child and A as the parent, then all records of B would have to be assigned parents and then the lookup relationship can be converted into master-detail relationship using 'Change Field Type'.
If object B already has 2 masters then the creation of the 3rd master-detail relationship will fail.
Upto how many custom fields in a standard or custom object can be marked as external id field ?
Three
A standard field can be marked as external id field. True/False
False
What is the difference between Export and Export All in Apex Data Loader ?
Deleted records are stored in Salesforce for 45 days. In 'Export All' the deleted records also get exported. In ‘Export’ the deleted records do not get exported.
If no record name is provided in the csv file while inserting a new record into Salesforce, then how is the record name field populated ?
If no record name is provided in the csv file while inserting a new record into Salesforce, then the record id value is put into the record name field of this new record.
Which are the 4 standard fields of a custom object ?
Name, Owner, Created By, Last Modified By
Which of the standard fields of a custom object can be modified/specified during data load using Apex Data Loader ?
Name, Owner
What is order of evaluation for record viewing ?
At profile level :- Read All or Modify All, Owner of record, Organization Wide Default, Role hierarchy, Sharing rules
What is a contact role and for which objects is it available ?
A contact role defines the part that a contact or person account plays in a specific account, case, contract, or opportunity. For example, Tom Jones might be the Decision Maker for the opportunity, and Mary Smith might be the Evaluator. You can assign a contact role to any contact or person account that affects your account, case, contract, or opportunity. Contacts and person accounts can have different contact roles on various accounts, cases, contracts, or opportunities. The Contact Roles related list of an account, case, contract, or opportunity displays the roles that each contact or person account plays in that record. The contact is usually an employee of that account.
While adding a contact role to an Account which of these contacts are available ?
a. Contacts present in the related list of that Account.
b. All Contacts from the Contact object.
b. All Contacts from the Contact object.
What values are available for Field-level security ?
Visible, Read-Only
What values can be given to a field on the page layout ?
Required, Read-Only
If a field is marked as 'Visible' in 'Field-level security' and 'Read-Only' on the page layout, then how would the field be available to the end user :- as Visible (i.e. editable) or Read-Only ?
Read-Only
If a field is marked as 'Read-Only' in 'Field-level security' and 'Required' on the page layout, then how would the field be available to the end user :- as Visible (i.e. editable) or Read-Only ?
Read-Only
Which of these standard fields can be tracked through Field History Tracking ?
a. Name
b. Owner
c. Created By
d. Last Modified By
a. Name
b. Owner
Which are the 3 types of activities ?
tasks, calendar events and requested meetings
Which are the 2 places where activities can be viewed ?
on the associated records and on the Home tab
How to remove 'Always on Layout' field from the page layout (blue circle next to this field) ?
To remove field which is 'Always on Layout' on the page layout, go to each profile and in 'Field level security section' uncheck 'Visible' checkbox.
How to remove 'Always on Layout' and 'Required' field from the page layout (blue circle and red asterix next to this field) ?
To remove field which is 'Always on Layout' and 'Required' on the page layout, first make it not compulsorily value required by properties -> uncheck 'Required' on page layout itself (click on the wrench symbol next to the field on the page layout), then go to each profile and in 'Field level security section' uncheck 'Visible' checkbox.
Standard picklist fields can be either controlling fields or dependent fields. True/False
False. Standard picklist fields can be controlling fields but not dependent fields.
Custom picklist fields can be either controlling or dependent fields. True/False
True
A field marked as 'Required' on an object (while creating the field itself on the object by checking the checkbox for ‘Required – Always require a value in this field in order to save a record’) can be overridden to make this field 'Read-Only' by checking the ‘Read-Only’ checkbox on the page layout. True/False
False. The Read-Only checkbox is not editable now on the page layout.
Record types can be used to determine :-
a. picklist values
b. business processes (using different page layouts)
c. Both of above
c. Both of above
What is a quote ?
A quote is a record showing proposed prices for products and services. You create a quote from an opportunity and its products. Each opportunity can have multiple associated quotes, and any one of them can be synced with the opportunity. When a quote and an opportunity are synced, any change to line items in the quote will sync with products on the opportunity, and vice versa. When your quote is complete, you can generate a PDF and email it to your customer.
What is Salesforce CRM Content ?
With Salesforce CRM Content you can organize, share, search, and manage content within your organization and across key areas of the Salesforce application. Content can include all file types, from traditional business documents such as Microsoft PowerPoint presentations to audio files, video files, Web pages, and Google docs.
Which are the 2 ways the values in a picklist can be restrained to a subset of all available values for that picklist ?
a. Using record type and then clicking on 'Picklists available for editing'.
b. Making one picklist depend on another picklist by using the 'Dependant Picklists' feature.
Which of these can edit a record during an approval process ?
a. Only Administrator
b. Only Current approver
c. Both of above
a. Only Administrator
c. Both of above
Submitters can always recall approval requests. True/False
False. Submitters can recall approval request only if the 'Allow submitters to recall approval requests' checkbox was checked while creating the approval process.
If the entry criteria for a step in an approval process are not met, then the record gets rejected. True/False
False. The record can be approved or rejected or sent to next step of the approval process.
Which are the type of actions that can be specified for an approval process ?
Initial Submission Actions, Final Approval Actions, Final Rejection Actions, Recall Actions, Approval Actions and Rejection Actions for each step in the approval process.
If an approver rejects an approval request, then the final rejection actions are always executed. True/False
False. They execute only if this option is selected while creating that step in the approval process :- 'Perform all rejection actions for this step AND all final rejection actions.' They do not execute if this option is selected while creating that step in the approval process :- 'Perform ONLY the rejection actions for this step and send the approval request back to the most recent approver. (Go Back 1 Step)'
New approval steps can be added to an active approval process only if it is deactivated. True/False
False. New approval steps cannot be added to an approval process once it is activated.
Records can enter an approval process based on :-
A. Based on criteria.
B. If 'All records enter this approval process' checkbox is checked, then all records of that object which are submitted for approval would enter this approval process.
a. Only A is valid.
b. Only B is valid.
c. Both A and B are valid.
a. Only A is valid. But specifying entry criteria for an approval process is not compulsory.
Records can enter a step in an approval process based on :-
A. Based on criteria.
B. If 'All records enter this step' checkbox is checked, then all records which have entered this approval process, would enter this step of the approval process.
a. Only A is valid.
b. Only B is valid.
c. Both A and B are valid.
c. Both A and B are valid.
A workflow rule is triggered based on :-
A. Based on criteria.
B. If 'All records enter this workflow rule' checkbox is checked, then all records created of that object would cause the workflow rule to be triggered.
a. Only A is valid.
b. Only B is valid.
c. Both A and B are valid.
a. Only A is valid.
Specifying entry criteria is compulsory for :-
a. Workflow rule
b. Approval process
c. Both workflow rule and approval process
d. Neither workflow rule nor approval process
a. Workflow rule
If the record submitted does not meet the entry criteria of any active approval process, then the record gets rejected. True/False
If the record submitted does not meet the entry criteria of any active approval process, then the message is shown :- 'This record does not meet the entry criteria or initial submitters of any active approval process. Contact administrator.' and the record does not enter any approval process.
Rollup summary can be created for :-
a. Master-detail relationship
b. Lookup relationship
c. Both of above
a. Master-detail relationship
To enforce data consistency using validation rule, which function should be used ?
VLOOKUP
To enforce data format using validation rule, which function should be used ?
REGEX
Which is the order of execution among these?
Escalation rule
assignment rule
trigger
workflow rule
validation rule
auto-response rule
validation rule
trigger
assignment rule
auto-response rule
workflow rule
Escalation rule
To check if a field's value has changed or not using validation rule, which function should be used ?
ISCHANGED
A user faces problem while logging into Salesforce. What should administrator do ?
a. Change IP address of the machine.
b. Unlock the user.
c. See login history.
c. See login history.
Universal Containers has two teams - sales team and marketing team. For sales team all stages of lead lifecycle should be available while for marketing team only 3 stages should be available. How can the administrator ensure this ?
a. Create validation rule.
b. Create two different lead processes for sales team and marketing team.
c. Create workflow rule.
d. Create approval process.
b. Create two different lead processes for sales team and marketing team.
What license is needed to install or uninstall apps from AppExchange ?
a. Install package license.
b. Uninstall package license.
c. Manage package license.
c. Manage package license.
Force.com is good for
a. data centric apps
b. process centric apps
c. both of above
c. both of above
Which are the 3 tiers of an app ?
data model, user interface, business logic
Many-to-many relationship is created using ?
Two master-detail relationships
The object used in many-to-many relationship is called as ?
Junction object
Which are the 3 types of Custom Tabs ?
Custom object tab, Web tab, Visualforce tab
Roll up summary field and Cross object formula field can be created only for master detail relationship. True/False
False. Cross object formula field can be created for both master detail relationship and lookup relationship while Roll up summary field can be created only for master detail relationship.
What is cross object formula field ?
Cross object formula field helps to access field of parent from child in both master detail relationship & lookup relationship. It can be used in a formula field on child like CustomObject1__r.Details__c where Details__c is a text field on the parent object CustomObject1.
Field level security and record types work at :-
a. profile level
b. record level
a. profile level
Sharing rules can be more restrictive than the Organization Wide Default. True/False
False
Which are the 3 record access levels ?
Read only, Read/write, Full access (this includes delete, change owner permissions)
Which are the 3 values for Organization wide defaults ?
Public read only, Public read/write, Private
Apex sharing reason can be used for :-
a. Manual sharing of records or one-off sharing which is done on a record basis.
b. General sharing rule.
c. Both of above.
a. Manual sharing of records or one-off sharing which is done on a record basis.
'Status' is a picklist of the Account object having value 'Open' or 'Closed'. It is possible to create a sharing rule to share only those Accounts whose 'Status' is 'Open'. True/False
True. Use sharing based on criteria.
Organisation wide default (OWD) & sharing rules are applied at the :-
a. profile level
b. object level
c. record level
b. object level but manual sharing is applied at the :- c. record level
Organisation wide default (OWD) is the first check used for determining access to records a user does not own. True/False
True
Automating business processes is possible using :-
a. workflow
b. approval processes
c. both of above
c. both of above
Which are the 5 actions available with workflow rules ?
send email, send outbound message, field update, set task, use existing action
Time-based workflow is NOT applicable for ?
Every time a record is created or edited.
What is used for tracking changes to configuration of Salesforce CRM ?
Setup Audit Trail
Checkbox can be controlling field only and not a dependant field. True/False
True
Multiselect picklist can be dependant field only and not a controlling field. True/False
True
External id can be created for field of type text, number or email. True/False
True
What is the advantage of using Custom Report Type while creating report ?
If report is made using 'Job Application' object, and 'Job Application' has lookup of 'Position' object, then the report made using 'Job Application' object can have only 'With' relationship. If Custom Report Type is used then the 'With or Without' relationship can also be used.
How are the results of Analytic snapshots stored ?
Results of Analytic snapshots are stored as records in the destination object.
In Developer Edition :- Validation rule for the 'Account Site' field (field of type text) of Account object is :- ISCHANGED( Site ) && OwnerId <> $User.Id to make sure that if the 'Account Site' field has been modified and the user is not the owner of the Account record, then an error message would be shown. The System Administrator has Read All, Modify All permission for the Account record. So the System Administrator will be able to modify the 'Account Site' field of the Account record even if he is not the owner of that Account record. True/False
False. Validation rules execute independant of other permissions.
If a role is added to Sales Team, then it will get added to which of the following teams ?
a. Case Team
b. Account Team
b. Account Team
If a role is added to Account Team, then it will get added to which of the following teams ?
a. Case Team
b. Sales Team
b. Sales Team
If a role is added to Case Team, then it will get added to which of the following teams ?
a. Account Team
b. Sales Team
c. None of them
c. None of them
Opportunity is synced with
a. quota
b. forecast
c. quote
c. quote
Who all have a lifecycle ?
Lifecycles :- Opportunities have Stage picklist and Sales Processes based on the values in this Stage picklist.
Leads have Lead Status picklist and Lead Processes based on the values in this Lead Status picklist.
Cases have Status picklist and Support Processes based on the values in this Status picklist.
Solutions have Status picklist and Solution Processes based on the values in this Status picklist.
Quotes, Contracts have Status picklist but no processes associated to limit available Status values.
OWD of Account is private then OWD of Opportunity can be private or public read-only or public read/write. True/False
False. If OWD of Account is private, then OWD of Opportunity is compulsorily private. Other restrictions due to making OWD of Account as private :- OWD of Contact can be private or ‘Controlled By Parent’. OWD of Case has to be private. Recommendation by Salesforce :- ‘Since OWD of Case is private, so each Case Queue must have at least one member.’ Similar recommendation is shown for Leads too if OWD of Leads is made private :- ‘Since OWD of Lead is private, so each Lead Queue must have at least one member.’
If OWD of Opportunity is set to private, then which all opportunities can a user view ?
As OWD of Opportunity is set to private, so any user will be able to view only these opportunities :-
1. Opportunities owned by the user.
2. Opportunities shared with the user using Opportunity Sharing Rule.
3. Opportunities owned by users below this user in the organization role hierarchy as 'Grant Access Using Hierarchies' is always checked for standard objects. It cannot be unchecked.
4. Opportunities on which this user has been added as an Opportunity Team member. (Due to this a manual sharing rule automatically gets created on that opportunity record with sharing reason as ‘Sales Team’.)
5. Opportunities present in related lists on other parent record pages like Account page.
6. Opportunities present in related lists of other records shared with this user which have related opportunities in Opportunity Related List like accounts shared with this user. Here the access to the opportunities in the related list is determined by how the sharing rule has been defined.
If OWD of a custom object (say Interviewer) is set to private, then which all records of that custom object can a user view ?
As OWD of Interviewer is set to private, so any user will be able to view only these Interviewer records :- 1. Interviewer records owned by the user.
2. Interviewer records shared with the user using a sharing rule on the Interviewer object.
3. Interviewer records owned by users below this user in the organization role hierarchy if 'Grant Access Using Hierarchies' has been enabled.
4. When a master-detail relationship exists where the Interviewer object is the child object and a custom object or a standard object is the parent, then the Interviewer records present in the related list on the parent record page are visible if the parent record is visible.
Once a sharing rule has been created to share Account records with Public Group A with read/write access to the shared accounts, then this sharing rule can be modified to share the Account records with Public Group B with read-only access. True/False
False. 'Shared With' cannot be changed once a sharing rule has been created.
Apex sharing reasons are available for standard and custom objects. True/False
False. Apex sharing reasons are only available for custom objects.
Since Apex sharing reasons are not available for standard objects, so sharing individual records of standard objects is not possible. True/False
False. When an individual record of a standard object is shared, then the reason appears as 'Manual Sharing' automatically.
The 'Sharing' button has been added to the page layout of 'Associate' custom object. On any Associate record, the Sharing button is not visible for sharing that record using an Apex Sharing Reason. What could be the reason ?
OWD of Associate must be public read/write. So sharing is not required for any Associate record. So the Sharing button does not show up.
'Sharing' button has been added to the page layout of the 'Account' object. OWD of account is public read/write. On any Account record, the Sharing button is still visible for sharing that record using an Apex Sharing Reason. What could be the reason ?
The OWD of the related opportunities, cases or contacts could be private or public read-only. So there is scope for sharing the account.
If a record of Associate custom object has been shared using an Apex Sharing Reason, then that Apex Sharing Reason cannot be deleted until the sharing of that record is changed to use some other Apex Sharing Reason. True/False
False. Deleting an Apex Sharing Reason will delete all sharing on the object that uses this reason.
Until an Apex Sharing Reason is created, a record of a custom object cannot be shared manually on a one-off basis. True/False
False. If a record of a custom object is shared manually on a one-off basis before creation of any Apex Sharing Reason for that custom object, then that record gets shared using the default manual sharing reason - 'Manual Sharing'. This default manual sharing reason continues to remain available as an option for manual one-off even after additional Apex Sharing Reasons are created for any custom object.
Once a sharing rule has been created based on owner, then it can be modified to make it a sharing rule based on criteria. True/False
False. Once a sharing rule has been created based on owner or based on criteria, then it cannot be changed to the other type.
Which of these can have only one of them active at a time ?
a. Validation rule
b. Assignment rule
c. Auto-response rule
d. Workflow rule
e. Escalation rule
f. Approval process
g. Sharing rule
b. Assignment rule (These are available for leads, cases, accounts.)
c. Auto-response rule (These are available for leads, cases.)
e. Escalation rule (These are available for cases only.)
Automatic case escalation can be disabled. True/False
True. It can be done by deactivating all the Case Escalation Rules.
Escalation Rules and Auto-Response Rules are available only for cases. True/False
False. Escalation Rules are available only for cases but Auto-Response Rules are available for cases and leads.
Conflict Resolution tool is available in ?
Connect Offline
Quotes can be created from :-
a. Quotes tab.
b. From 'Quotes' related list on an opportunity.
c. From both of above.
b. From 'Quotes' related list on an opportunity.
OWD of child is always determined by OWD of parent. True/False
False. This is true only for master-detail relationship, not for lookup relationship.
In the initial sync of a quote with an opportunity :-
a. Quote line items will replace opportunity products.
b. Opportunity products will replace Quote line items.
a. Quote line items will replace opportunity products. (Existing products will be lost.)
‘Quote Line Items’ is a related list on Quote while ‘Products’ is a related list on opportunity. The ‘Quote Line Items’ related list and the ‘Products’ related list can be associated with only a single Price Book whose name is displayed in brackets in the related list :- Quote Line Items (<Price Book Name Here>) and Products(<Price Book Name Here>). It means that the products listed in the ‘Quote Line Items’ related list or the ‘Products’ related list are a subset of the products available in that Price Book.
When upserting record using Apex Data Loader and using the record id for matching the record, if the value for the record id field is not provided in the csv file or while mapping fields from the csv file to the Salesforce object fields, then :-
a. The upsert fails.
b. New record gets created in Salesforce.
b. New record gets created in Salesforce.
When upserting record using Apex Data Loader and using the external id for matching the record, if the value for the external id field is not provided in the csv file or while mapping fields from the csv file to the Salesforce object fields, then :-
a. The upsert fails.
b. New record gets created in Salesforce.
a. The upsert fails.
When upserting record using Apex Data Loader for an object that has an external id field, if the value for this external id field is not provided in the csv file or while mapping fields from the csv file to the Salesforce object fields, then the upsert will always fail as the external id is a required field. True/False
False. The upsert will fail only if the external id field is used for matching the record to be upserted. If the record id is used for matching the record to be upserted, then the upsert will succeed and the value for the external id field will be a blank value if a new record was inserted in Salesforce due to the upsert operation or the value of the external id field will be left same as before if update operation got done during the upsert operation due to successful record match in Salesforce using record id.
External id can be used for matching record during which of these operations using the Apex Data Loader :-
a. upsert
b. update
c. delete
a. Upsert. For upsert, either External id or Record id can be used for record matching while for update and delete, using only Record id is possible for record matching. This is a limitation of the Apex Data Loader.
If OWD is private for a custom object Position, then a user can view only those Position records which are owned by him if no one down the role hierarchy below him has created any Position record and there is no sharing rule on Position object.
a. Always true.
b. Not always true.
b. Not always true. He would be able to view Position records created by other users if for his profile 'View All' has been checked for the Position object.
Checking 'Grant Access Using Hierarchies' gives what type of access to records owned by subordinates ?
a. Read
b. Read, Edit
c. Read, Edit, Delete
d. Depends on what access the profile of the senior has for that object out of Read, Edit, Delete.
d. Depends on what access the profile of the senior has for that object out of Read, Edit, Delete.
OWD of Position object is public read/write. A sharing rule is created to share Position records owned by Role A with Role B with read-only access. For users of Role B, the Position records will be
a. read/write
b. read-only
c. The creation of the sharing rule fails as OWD is lesser restrictive.
a. read/write
User B has created an Associate record. At the profile level, the profile 'Custom-Recruiter' of User A has only Read, Create access for Associate. OWD of Associate is 'Public Read/Write'. What access will User A have for the record created by User B ?
a. Read and Edit because OWD can make record access lesser restrictive, 'Public Read/Write' is lesser restrictive than read-only.
b. Only Read
b. Only Read. So OWD does not work in making access lesser restrictive if at profile level Edit access is not present for that object. OWD has not succeeded in making access lesser restrictive in this case by overriding the 'Read Only' access given at the profile level.
User B has created an Associate record. At the profile level, the profile 'Custom-Recruiter' of User A has only Read, Create access for Associate. Role of user B is 'Channel Sales Team'. User A belongs to the public group 'All Interviewers'. OWD of Associate is 'Private'. A sharing rule has been created to share Associate records owned by the role 'Channel Sales Team' with the public group 'All Interviewers' with Read/Write access. What access will User A have for the record created by User B ?
a. Read and Edit because the sharing rule can make record access lesser restrictive, 'Read/Write' is lesser restrictive than read-only.
b. Only Read
b. Only Read. So sharing rule does not work in making access lesser restrictive if at profile level Edit access is not present for that object. Sharing rule has not succeeded in making access lesser restrictive in this case by overriding the 'Read Only' access given at the profile level.
User B has created an Associate record. At the profile level, the profile 'Custom-Recruiter' of User A has Read, Edit access for Associate. OWD of Associate is 'Public Read/Write'. What access will User A have for the record created by User B ?
a. Read and Edit because OWD can make record access lesser restrictive.
b. Only Read
a. Read and Edit because OWD can make record access lesser restrictive.
User B has created a Associate record. At the profile level, the profile 'Custom-Recruiter' of User A has only Read, Edit access for Associate. Role of user B is 'Channel Sales Team'. User A belongs to the public group 'All Interviewers'. OWD of Associate is 'Private'. A sharing rule has been created to share Associate records owned by the role 'Channel Sales Team' with the public group 'All Interviewers' with Read/Write access. What access will User A have for the record created by User B ?
a. Read and Edit because the sharing rule can make record access lesser restrictive.
b. Only Read
a. Read and Edit because the sharing rule can make record access lesser restrictive. Thus the statement 'OWD or sharing rule can make access level lesser restrictive but not more restrictive' is valid only if the user has Edit permission at the profile level for that object. Edit permission at profile level means that the user can edit records created by him of that object. If he can edit records created by him of that object, only then can he edit records belonging to other users of that object which have been made visible to him using lesser restrictive OWD or sharing rule.
For the 'Clone' button to appear on a record page, what permission should be available at the profile level for that object in the profile to which the user belongs ?
Create
For which objects, cloning is not possible ?
Account, Solution, User
'Modify All' if checked at the profile level, always overrides the OWD setting. True/False
True
'View All' has been checked at the profile level for a custom object Position. OWD is private of the Position object. A user will be able to view Position records owned by other users. True/False
True
'View All' has been checked at the profile level for a custom object Position but 'Modify All' has not been checked. OWD is read/write of the Position object. For any user having this profile Position records owned by other users will be read/write.
a. True
b. False
c. Depends
c. Depends. Depends on whether 'Edit' permission is available on the profile of that user for that object.
'View All' has been checked at the profile level for a custom object Position but 'Modify All' has not been checked. OWD is read/write of the Position object. Any user can delete Position records owned by other users.
a. True
b. False
c. Depends
False. This is possible only if 'Modify All' is checked at the profile level.
Which of these cannot be deactivated ?
a. Validation rule.
b. Workflow rule.
c. Approval process.
d. Sharing rule.
e. Apex triggers.
f. Escalation rule.
g. Assignment rule.
h. Auto-response rule.
d. Sharing rule.
An object can have
a. A master-detail relationship with itself.
b. A lookup relationship with itself.
c. Both of above are possible.
b. A lookup relationship with itself.
A standard object can be a child object in a :-
a. master-detail relationship
b. lookup relationship
c. Both of above are possible.
b. lookup relationship
If a custom object is a child in a master-detail relationship, then its OWD setting is ?
Controlled by Parent
In a workflow rule which of the following statements is true :-
a. Specifying at least one criterion is compulsory in the rule criteria section under :- 'Run this rule if the following criteria are met'.
b. Specifying criteria is optional in the rule criteria section under :- 'Run this rule if the following criteria are met'. If no criteria are specified, then this workflow rule will execute for all records created of that object.
a. Specifying at least one criterion is compulsory in the rule criteria section under :- 'Run this rule if the following criteria are met'.
'New Meeting Request' button is available on the Open Activities related list on the detail pages of which objects ?
contacts, leads, and person accounts
Criteria based sharing rule is not available on which standard objects?
Not available for :- Lead, Campaign. Available for :- Accounts, Contact, Opportunity, Case.
While inserting/updating/upserting a new user using the Apex Data Loader, values for which of these fields can be provided in the input csv file ?
a. User Role
b. User License
c. User Profile
a and c. 'User License' field is automatically populated based on the 'User Profile' specified. If licenses of the required type have already been exhausted, then the data load operation fails with error :- 'license not available'.
What are the various ways of disabling Chatter ?
To remove Chatter tab from the top horizontal bar, remove it from the 'Selected Tabs' from 'Customize My Tabs' from the '+' sign.
To remove Chatter link altogether for all profiles, go to Setup -> Customize -> Chatter -> Settings and uncheck 'Enable'. Now Chatter link will not be available even if the '+' sign is clicked.
To remove Chatter link altogether only for a specific profile, go to Setup -> Manage Users -> Profiles -> <Name of the profile> -> Objects and Tabs -> Chatter -> Edit and select 'Tab Hidden'.
To keep Chatter link/tab enabled but make sure that no updates are shown on Chatter, go to Setup -> Customize -> Chatter -> Feed Tracking and uncheck 'Enable Feed Tracking' for all of the objects. It means none of the fields are tracked for any of the objects.
Any changes to records owned by a user are automatically followed on Chatter. To disable this feature, go to Setup -> My Chatter Settings -> My Feeds and check the checkbox for 'Stop automatically following records'.
To disable the daily Chatter digests received on the email address associated with your Salesforce account, go to Setup -> My Chatter Settings -> Chatter Email Settings
What is the use of Data Categories ?
Data categories can be used by Salesforce Knowledge (articles and article translations) and answers communities (questions) to help users classify and find articles or questions. Administrators can use data categories to control access to articles and questions.
Which are the two report folders to which all users have access ?
'Unfiled Public Reports' and 'My Personal Custom Reports'.
If the email id of an inactive user in Salesforce is changed then:
a. An email is sent immediately to the new email id for verifying the new email id.
b. An email is sent to the new email id for verifying the new email id only when the user is activated.
c. An email is NOT sent to the new email id for verifying the new email id as the email id was changed when the user was inactive. Such a mail would be sent only if the email id of an active user is changed.
c. An email is NOT sent to the new email id for verifying the new email id as the email id was changed when the user was inactive. Such a mail would be sent only if the email id of an active user is changed.
A file which is private:
a. Can always be viewed by only the owner of the file.
b. Can always be viewed by the owner of the file and by any user who has the 'Modify All Data' permission.
c. Depends.
c. Depends. If the private file is in a personal library, then only the owner of the file can view the file. If the private file is NOT in a personal library, then the owner of the file and any user who has the 'Modify All Data' permission can view the file. Personal library is available under the 'Files' tab.
What is the Mail Merge process ?
About the mail merge process and merge fields :- A mail merge is the process of generating form letters and other Microsoft Word documents that are personalized for the recipient, who is often a contact or lead. The content of each document is predefined in a mail merge template. Mail merge templates include variables called merge fields where data from your Salesforce records — for example a contact's name and address—displays in the generated document. Mail merge generates a word document as output for a record using a mail merge document as input which is also a word document. The input mail merge document has merge fields which get substituted with the record's values eg. {!Contact.FirstName} gets replaced with the first name of the contact. The output document can be saved on the hard drive. You can then print and mail your document or send it as an email attachment. This is similar to email template substituting the merge fields but in this case output document is generated. Click on 'Mail Merge' in the 'Activity History' related list of any record to generate a word document for this record by using the mail merge process.
An Account record is owned by user A. For user B the 'Sharing' option would appear on this record if :-
a. User B has 'View All' permission at profile level for Account.
b. User B has 'Modify All' permission at profile level for Account.
c. OWD of Account is public read/write.
d. User B has 'Delete' permission at profile level for Account.
b. User B has 'Modify All' permission at profile level for Account.
An Account record is owned by user A. User B will be able to delete this record if :-
a. User B has 'View All' permission at profile level for Account.
b. User B has 'Modify All' permission at profile level for Account.
c. OWD of Account is public read/write.
d. User B has 'Delete' permission at profile level for Account.
b. User B has 'Modify All' permission at profile level for Account.
A sharing rule has been deleted. But users can still see the records shared by that sharing rule. The system does not seem to be acknowledging that the sharing rule has been deleted. What should be done to overcome this issue ?
In order to make sure that sharing rules are calculated and acknowledged as they should be, recalculate the rules. Recalculate sharing rules by:
a. Navigate to Setup| Security Controls| Sharing Settings
b. Under the object where the sharing rule was created or deleted, click on 'Recalculate'. This will reset the record permissions for the object.
A workflow rule with workflow action of field update is active but is not giving the desired result. What could be the reason ?
There might be another active workflow rule on the same object which might be giving an output which is conflicting with the output of this workflow rule by updating the same field in some other way. Deactivate the other workflow rule or check the business logic as to why we are doing multiple field updates on the same field.
The workflow actions within a workflow rule execute in the order in which they are created. True/False
False. The order in which the workflow actions are executed is not guaranteed. Field update actions are executed first, followed by other actions.
If multiple active workflow rules are present on an object, then these workflow rules will execute in the order in which they have been created. True/False
False. The order of execution among the workflow rules cannot be predicted.
An opportunity is triggering a workflow rule that is set to evaluate 'When a record is created, or when a record is edited and did not previously meet the rule criteria'. The opportunity previously met the workflow criteria so the workflow rule should not trigger now. But the workflow rule is being triggered. What could be the reason ?
This can happen when the account that the opportunity is related to is changed. Doing this will re-parent the opportunity and thus all 'on-create' workflow rules will trigger.
A manual sharing rule exists to share an Account record with a user B with read-only access. Another manual sharing rule is being created to share this record with user B and user C with read/write access.
a. The creation of the second manual sharing rule will fail with an error message :- 'Sharing rule already exists for user B'.
b. The creation of the second manual sharing rule will succeed and the first sharing rule will get overriden. Thus now both user B and user C will have read/write access to this record.
c. The creation of the second manual sharing rule will succeed but the first sharing rule will not get overriden and will be maintained by the system. While deciding what access is to be given to user B for this record, the lesser restrictive access out of the two sharing rules will be used which is read/write due to the second sharing rule.
b. The creation of the second manual sharing rule will succeed and the first sharing rule will get overriden. Thus now both user B and user C will have read/write access to this record.
A manual sharing can be created using the Apex Data Loader. True/False
True
A manual sharing can be created for a standard or custom object using the Apex Data Loader. True/False
True. The csv file would need to have mainly 3 columns :- The record id of the record to be shared. The user id of the user with whom the record is to be shared. The access level to be granted while sharing which could be 'Read' or 'Edit'. The data from this csv file would have to be inserted into the appropriate 'Share' table, like for Account there is 'Account Share' table, for Opportunity there is 'Opportunity Share' table and so on and so forth. The manual sharing rule created can be viewed by clicking on the 'Sharing' button on the record which has been shared.
Which of these standard objects cannot be shared ?
Account, Opportunity, Lead, Case, Product, Campaign, Contract, Contact
Product, Contract
Which of these records can be activated ?
Account, Opportunity, Lead, Case, Product, Campaign, Contract, Contact
Product, Contract, Campaign
Which of these records cannot be deactivated once activated ?
Product, Contract, Campaign
Contract
User A belongs to role 'Director Sales' and has Read, Edit, Create, Delete permission on Account at the profile level. User B belongs to role 'Sales'. OWD of Account is private and there is no sharing rule (manual or otherwise) on Account. On the Setup -> Security Controls -> Sharing Settings page, 'Grant Access Using Hierarchies' is unchecked for the Account object. User B has created an account record. User A who is senior to user B as per the role hierarchy will not be able to view this record. True/False
False. 'Grant Access Using Hierarchies' cannot be unchecked for standard objects.
Account record has custom field ExtIdentifier of type number which has been made external id field. One account record is present in Salesforce with name Acc1 and value 1 for this ExtIdentifier field. Using Apex data loader upsert operation another record is being upserted with name Acc2 and value 1 for ExtIdentifier field [external ID field used to identify record]. Which of these cases will happen:
a) New record will get inserted and two accounts will be present
Name: Acc1 ExtIdentifier: 1
Name: Acc2 ExtIdentifier: 1
b) As external ID field is used for identifying the records to upsert, so existing account will get updated and its name will get changed to Acc2. So only one account will remain:
Name: Acc2 ExtIdentifier: 1
b) As external ID field is used for identifying the records to upsert, so existing account will get updated and its name will get changed to Acc2. So only one account will remain:
Name: Acc2 ExtIdentifier: 1
Account record has custom field ExtIdentifier of type number which has been made external id field. One account record is present in Salesforce with name Acc1 and value 1 for this ExtIdentifier field. Using 'New Account' button a new account is being created with name Acc2 and ExtIdentifier field value 1. Which of these cases will happen:
a) New record will get inserted and two accounts will be present
Name: Acc1 ExtIdentifier: 1
Name: Acc2 ExtIdentifier: 1
b) As duplicates are not allowed in the ExtIdentifier field, so existing account will get updated and its name will get changed to Acc2. So only one account will remain:
Name: Acc2 ExtIdentifier: 1
a) New record will get inserted and two accounts will be present
Name: Acc1 ExtIdentifier: 1
Name: Acc2 ExtIdentifier: 1
Account object has a custom field 'Tax' of type number. Some account records are present in Salesforce which do not have any value in this field. This custom field is now made a required field by editing it. The editing will fail as some records are present which do not have a value for this field. True/False
False. If any of the existing records are edited, then they cannot be saved until a value is entered in the required field.
Account object has a custom field 'Tax' of type number. Two account records are present in Salesforce which have the same value in this field say 5000. This custom field is now made a unique field by editing it. The editing will fail as two records are present which have the same value for this field. True/False
True
Account object has a custom field 'Tax' of type number. Two account records are present in Salesforce, account name Acc1 has value 7 in this field while account name Acc2 does not have any value in this field. This custom field Tax is now given a default value of 89 by editing it. Which of these cases will happen:
a) The Tax field of Acc2 will get the value 89 and all accounts created henceforth will have the default value 89 in this Tax field.
b) The Tax field of Acc2 will remain blank and only all accounts created henceforth will have the default value 89 in this Tax field.
b) The Tax field of Acc2 will remain blank and only all accounts created henceforth will have the default value 89 in this Tax field.
For manual sharing of any account record, by default the owner of the record has Full Access to the account record and has Read/Write access on the related contacts, opportunities, cases. The Read/Write access on the related contacts, opportunities, cases can be made more restrictive for the owner like read-only by creating a new manual sharing rule for that account record and selecting the owner's name from within the Users list. True/False
False. Error message is shown :- 'Error: Cannot manually share to the record owner.'
OWD of account is public read/write. While creating which of the following, more restrictive values (like public read-only) will be available for sharing ?
A. Sharing rule on Account.
B. Manual sharing rule on any specific account record.
i. Only A.
ii. Only B.
iii. Both A and B.
iv. Neither A nor B.
i. Only A. While creating a manual sharing rule on any specific record, only lesser restrictive values are available. Like if the OWD is public read-only then only public read/write would be available. For general sharing rule on account at the object level, more restrictive values are available while creating the sharing rule but the sharing rule would come into effect only if OWD is changed to anything more restrictive than what is specified in the sharing rule. This is because OWD overrides sharing settings if it is lesser restrictive.
OWD are as follows:
Account - public read/write
Contact - public read/write
Opportunity - public read-only
Case - public read/write
Two sharing rules are being created :-
A. A sharing rule on Account with the same access levels for the various objects as the existing OWD levels :- Account - public read/write, Contact - public read/write, Opportunity - public read-only, Case - public read/write.
B. A manual sharing rule on a specific account record with the same access levels for the various objects as the existing OWD levels :- Account - public read/write, Contact - public read/write, Opportunity - public read-only, Case - public read/write.
Which of the following are true :-
i. Creation of A will fail but creation of B will succeed.
ii. Creation of B will fail but creation of A will succeed.
iii. Creation of both A and B will fail.
iv. Creation of both A and B will succeed.
ii. Creation of B will fail but creation of A will succeed. Error message is shown while creating the manual sharing rule :- 'The selected sharing setting is already included as part of your organization's default sharing settings. Please increase account access, opportunity access, case access, or contact access to be greater than your organization's default.'
Which are the various types of relationships between objects ? Is 1-to-1 relationship possible between two objects ?
Three types of relationships are possible in Salesforce :-
a. 1-to-1 relationship
b. many-to-many relationship
c. 1-to-many relationship
1-to-1 relationship is self lookup relationship. For many-to-many relationship, a junction object would have to be created between the two objects having master-detail relation with parent objects on either side. 1-to-many relationship can be implemented either using master-detail relationship or lookup relationship. For creating 1-to-1 relationship between two objects (say Broker and Policy) :-
Step 1 :- Create a master-detail relationship between the two objects (say Broker is parent and Policy is child).
Step 2 :- Create a custom field of type roll-up summary on the parent object (Broker) and take a count of the child objects (Policy).
Step 3 :- On the child object (Policy), create a validation rule using cross-object formula field to utilise the roll-up summary field on the master object (Broker) :- Broker__r.NumberOfPolicies__c > 0
If anyone clicks on ‘Save’ while creating second child object, error message will be shown. This will ensure each master record can have only one child record, thus 1-to-1 relationship is enforced.
What does Sales Stages refer to ?
Stage picklist of opportunity.
A master object cannot have more than two detail objects through master-detail relationship as at the most 2 master-detail relationships are allowed per object. True/False
False. A master object can have more than two detail objects having master-detail relationship. But a detail object can have at the most two master objects through master-detail relationship. So the statement that at the most 2 master-detail relationships are allowed per object is applicable only for the detail object.
A field marked as required while creating the field can be removed from some page layouts. True/False
False. It is compulsorily present on all page layouts of that object.
A workflow rule can have a workflow action of type 'Field Update' to determine which record type should be assigned to the created record. True/False
True. For example, for Account object, in a workflow action of type 'Field Update', there is a field 'Account Record Type' which can be assigned any of the existing record types.
Which record type will get assigned to a record being created ?
a. Record type assigned by user while creating the record.
b. Record type assigned by workflow rule using workflow action of type ‘Field Update’.
b. Record type assigned by workflow rule using workflow action of type ‘Field Update’.
What are the various ways of making a tab (say Leads) hidden for any profile ?
a. Make it ‘Tab Hidden’ at profile level. (Other options are ‘Default On’ and ‘Default Off’).
b. Remove Read access on Leads at the profile level. The tab automatically becomes hidden for that profile.
In Position object, FieldD is a formula field with addition of FieldA, FieldB and FieldC. All fields are of type Number. In a Position record, FieldA has value 3, FieldB has value 3, FieldC has value 3 and as a result FieldD has value 9. For the profile ‘Customer – Recruiter’, the field FieldC is not visible as it has been removed from the page layout assigned to this profile. A user belonging to this profile modifies the above mentioned record to give FieldA a value of 4 and FieldB also a value of 4. What total will this user see in FieldD ?
a. 11
b. 8
a. 11
Queues exist for which objects ?
Queues exist for :- Leads, Cases and custom objects.
What is campaign influence ?
Because opportunities are usually influenced by more than one campaign, the campaign influence feature allows you to manually or automatically associate multiple influential campaigns to a single opportunity.
A new time trigger (like ‘3 hours after Rule Trigger Date’ which is part of ‘Time-Dependant Workflow Actions’) cannot be added to a workflow rule under which cases using the ‘Add Time Trigger’ button ?
a. If the workflow rule is active.
b. If any time-based workflow action is pending to be executed on any of the existing time triggers of that workflow rule (like say any field update workflow action pending of time trigger :- ‘1 Hour After Rule Trigger Date’). So deactivating this workflow rule will not suffice. Deleting the record (if feasible) on which time-based workflow action is pending will make ‘Add Time Trigger’ button active again.
c. If the workflow rule is to be executed when the record is created and every time it is updated.
If a Custom Summary Field/Formula is created in a Custom Report, then which operations can be performed by this field on any of the fields of the primary object or related object ?
Sum, Largest value, Smallest Value, Average
Custom Summary Field/Formula is available only in report generated from Custom Report Type using with or without relationship with some other object. True/False
True
What is the difference between account team role & contact roles ?
An account record can have an Account Team working on that account. Account team role decides what role any Account Team Member plays in that Account Team. ‘Account Team’ is a related list on any account record.
‘Contact Roles’ is also a related list on an account record which is distinct from the ‘Contacts’ related list. Any contact can be added to the ‘Contact Roles’ related list along with specifying what role that contact plays on that account.
The thing in common between Account Team Role and Contact Role is that both signify under what capacity/designation that person can influence the account.
Account team is a core team working on the account while any contact can be added ad hoc as a Contact Role to the account.
For example, if Dell is using Salesforce for CRM then :-
Account Team has users (Dell employees from Dell Call Centre) working on that account (Account is client of Dell – say TCS which has bought Dell desktops and laptops). Contact Roles are contacts from the client of Dell (TCS) & what role that contact plays for Dell.
Contacts related list also has contacts from client TCS (employees of TCS). But no special role assigned to them as is done in the Contact Roles related list.
What is a price book ?
Price Books are a list of products with specifically defined unit prices and currencies. A price book can be set up for multiple currencies. When organizing products into price books, keep in mind that an opportunity or quote can include products only from a single price book. To add or edit products in a price book, click the price book name.
What is a Quote Line Item ?
‘Quote Line Items’ is a related list on a quote. A quote can be created for an opportunity. For adding a Quote Line Item to the ‘Quote Line Items’ related list, click on ‘Add Line Item’. Then select any one price book. Then select any of the products available in that price book. Modify the prices if required and specify quantity for each product.
A Line Item in the ‘Quote Line Items’ related list is nothing but a product from the Price Book selected for this Quote. One Quote can be associated with only a single Price Book. Thus the Line Items in the ‘Quote Line Items’ related list are a subset of the products present in the selected Price Book.
One opportunity can have multiple Quotes associated with it which are specified in the ‘Quotes’ related list on the opportunity record but each of these quotes can be related only to a single Price Book.
In the initial sync of a quote with an opportunity, the Quote Line Items will replace the opportunity products. (Existing products will be lost.) More precisely, the products listed as the Quote Line Items will replace the opportunity products.
‘Quote Line Items’ is a related list on Quote while ‘Products’ is a related list on opportunity. The ‘Quote Line Items’ related list and the ‘Products’ related list can be associated with only a single Price Book whose name is displayed in brackets in the related list :- Quote Line Items (<Price Book Name Here>) and Products(<Price Book Name Here>). It means that the products listed in the ‘Quote Line Items’ related list or the ‘Products’ related list are a subset of the products available in that Price Book.
If a custom app is not created for a client company and a standard app like ‘Sales’ is being used by the client company, then the client company logo cannot be added to the app. True/False
False. It can be added to the ‘Home’ tab. Add the jpg/png file to the Documents tab. Go to Setup -> Customize -> Home -> Home Page Components -> Custom Components. Add the Image to custom components from the Documents. Go to Setup -> Customize -> Home -> Home Page Layouts, then select the layout and check the checkbox for the logo so that the logo gets displayed on the Home page.
Which elements can be stored in folders ?
Reports, dashboards, documents
Which are the dashboard types ?
Charts (Horizontal bar chart, Vertical bar chart, Line chart, Pie chart, Donut chart, Funnel chart), Gauges, Tables, Metrics, Visualforce pages.
What is running user in a dashboard ?
Reports have only 'Reports Folder' to decide who can view the reports in that folder. Dashboards have 'Dashboard Folder' as well as 'Running User' to decide who can view the dashboards in that 'Dashboard Folder'.
Each dashboard has a running user, whose security settings determine which data to display in a dashboard.
To select the running user for a dashboard:
1.Edit a dashboard.
2.In the View dashboard as field, enter a running user. Enter “*” to see all available users.
3.Save your dashboard.
Dynamic dashboards are available in Enterprise, Unlimited, and Developer Editions.
If you have the “Manage Dynamic Dashboards” permission, the process is a little different:
1.Edit a dashboard.
2.Click the arrow button next to the View dashboard as field.
3.Choose the dashboard type:
3.a) Run as specified user :- The dashboard runs using the security settings of that single, specific user. All users with access to the dashboard see the same data, regardless of their own personal security settings. This approach is perfect for sharing the big picture across a hierarchy, or motivating team members by showing peer performance within a team. Unless you have “View All Data,” you can only choose yourself.
3.b) Run as logged-in user :- A dynamic dashboard runs using the security settings of the user viewing the dashboard. Each user sees the dashboard according to his or her own access level. This approach helps administrators share one common set of dashboard components to users with different levels of access.
So the running user can be a specified user or the logged-in user.
Files tab shows files from :- a. Documents
b. Salesforce CRM content from the libraries one is a member of from one’s personal libraries.
c. Files from chatter from the groups one is a member of.
b and c
Employees in an organization with Salesforce who do not have a Salesforce license can join Chatter. True/False
True
Which operations can and cannot be performed by any employee of an organization who does not have a Salesforce license but has joined Chatter at the invitation of another user ?
Invited users can view profiles, post on their feed, and join groups, but can't see the Salesforce data or records.
Which permissions does the File Owner have in Chatter which a File Collaborator does not have ?
‘Make files private’ permission and ‘delete files’ permission. A File Collaborator has these permissions on a file :- View, download, share, change permission, edit the file, upload new versions of the file while a File Owner has these permissions on a file :- View, download, share, change permission, edit the file, upload new versions of the file, make files private, delete files.
Upon doing which operations on a file, does a user own a file in Chatter ?
You own a file in Chatter when you:
a. Upload the file on the Files tab.
b. Attach the file to a feed in Chatter.
c. Upload (i.e. contribute) the file in Salesforce CRM Content.
You own the files you upload or contribute.
Which of these operations on a file in Chatter leads to the generation of a private file ?
a. Upload the file on the Files tab.
b. Attach the file to a feed in Chatter.
c. Upload (i.e. contribute) the file in Salesforce CRM Content personal library.
a and c
In Salesforce Mobile, a user profile like Custom – Recruiter can be assigned only one Mobile Configuration at a time. True/False
True
When loading a new account using Apex Data Loader and specifying the owner id to whom the account should belong, under which of these cases, the data load will fail ?
a. The owner id is an invalid id. There is no user in salesforce with this id.
b. The owner id belongs to an inactive user.
i. only a
ii. only b
iii. both a and b
iii. both a and b
Under which of these cases the deletion of an account will fail ?
a. The account has a related case.
b. The account has a related entitlement.
i. only a
ii. only b
iii. both a and b
iii. both a and b
What is the drawback of loading leads/cases using the Apex Data Loader as compared to creating them from the UI ?
When leads/cases are loaded using the Apex Data Loader, there is no provision for providing ‘true’ value for the ‘Assign using active assignment rule’ checkbox. So the leads/cases always get assigned to the user who is doing the data load operation.
User A belongs to profile ‘Custom – Recruiter’. At the profile level (Path as per Enhanced Profile User Interface :- Setup -> Manage Users -> Profiles -> Custom – Recruiter -> Objects and Tabs -> Accounts) he does not have Read access on Account object. But yet he is able to see, edit, delete account records. What could be the reason ?
The profile ‘Custom – Recruiter’ has ‘Modify All Data’ enabled at this path :- Setup -> Manage Users -> Profiles -> Custom – Recruiter -> System Permissions. (Path is as per Enhanced Profile User Interface.) This gives all users belonging to this profile the ability to read, edit, create, delete any type of data across all apps. Checking ‘Modify All Data’ automatically checks ‘View All Data’.
User A belongs to profile ‘Custom – Recruiter’. At the profile level (Path as per Enhanced Profile User Interface :- Setup -> Manage Users -> Profiles -> Custom – Recruiter -> Objects and Tabs -> Accounts) he does not have Read access on Account object. But yet he is able to view account records. He is not able to edit or delete account records. What could be the reason ?
The profile ‘Custom – Recruiter’ has ‘View All Data’ enabled at this path :- Setup -> Manage Users -> Profiles -> Custom – Recruiter -> System Permissions. (Path is as per Enhanced Profile User Interface.) This gives all users belonging to this profile the ability to view any type of data across all apps.
What is the Process Visualizer used for ?
It is used to view the graphical representation of an Approval Process. It can be launched by clicking the ‘View Diagram’ button on the Approval Process detail page. A section called Legend gives a summary of the icons used in the approval process.
What is the difference between Apex Data Loader and Import Wizard as far as displaying error messages is concerned ?
Apex Data Loader :- Always gives error messages for failures. Error message given if text value provided in field of type number and loading of the record fails irrespective of whether the field is a compulsorily required field or not.
Import Wizard :- Is not consistent in giving error messages. For example, if a text value is specified in a field of type number (PAN number custom field created on Contact of type Number), then the text value is not loaded in this field but the remaining contact record gets loaded. No error message given for this field. If this PAN number field is made a compulsorily required field, then error message is shown by the Import Wizard as the loading of the contact record fails due to text value in PAN number field.
What is the difference between Apex Data Loader and Import Wizard as far as record loading is concerned ?
Apex Data Loader :- Loading of a record fails if even one column/field has invalid data in it.
Import Wizard :- Inconsistent behaviour. Sometimes the field with invalid data is not loaded but the remaining record gets loaded as mentioned above when text value was provided in a field of type number but the field was not a compulsorily required field. The record loading fails if this field is made a compulsorily required field. So the policy is to load the record as far as possible by neglecting fields with invalid data. This is not good from data consistency point of view as error messages are not given for fields that were left out. So records might get loaded with incomplete data.
What is the difference between Apex Data Loader and Import Wizard as far as generating extra accounts is concerned ?
Apex Data Loader :- If Salesforce account ID is specified incorrectly while loading contact, then loading of contact fails as no account exists in Salesforce with this account ID.
Import Wizard :- If account name is specified incorrectly while loading contact, then new account gets generated with the new name.
Among two records related by master – detail relationship, the detail record can have an owner which is different from the owner of the master record. True/False
False. The detail record does not have owner field. The user who owns the master record also owns the detail record. The detail record has only 3 standard fields :- Name, Created By, Last Modified By.
Users or contacts can be added to the ‘Account Team’ of an account. True/False
False. Only Users can be added. Contacts can be added to the ‘Contact Roles’ related list of an account record or to the ‘Contacts’ related list.
If Dell uses Salesforce to manage its customers and TCS is a customer of Dell who buys laptops and desktops from Dell, then TCS is an account for Dell. So Dell will be having an Account Team which will consist of users from Dell Call Center which will be working on that account who are added to the Account Team related list.
How can a user check how many licenses of each license type (like Salesforce, Salesforce Platform, Force.com – Free etc.) are in use ?
Go to Setup -> Company Profile -> Company Information
A user is facing issues while logging in to Salesforce. What should the administrator do ?
Check if the user is using the correct URL’s for Salesforce.
Check if the user is using the correct User Name and Password for that environment.
Check the user’s login history from Setup -> Manage Users -> Login History
Check if any login in hour restrictions or login IP address restrictions exist on the profile to which the user belongs from Setup -> Manage Users -> Profiles -> <Profile Name> -> Login Hours and Setup -> Manage Users -> Profiles -> <Profile Name> -> Login IP Ranges
Check if there is any requirement specified which states that the IP address of the computer being used by the user to login to Salesforce should be added to the trusted IP address list of the organization. This list can be viewed at Setup -> Security Controls -> Network Access
If the user has got locked out, check the ‘Lockout effective period’ duration from ‘Setup -> Security Controls -> Password Policies’ and ask the user to try logging in again after this much amount of time. If the ‘Lockout effective period’ option is ‘Forever (must be reset by admin)’ then the user’s password will have to be reset from Setup -> Manage Users -> Users, select the user and click on ‘Reset Password(s)’.
A picklist called Section on Account has these 2 values :- A, B. How would you write a validation rule on this picklist to ensure that user selects either A or B while creating an account ?
if ( (ispickval (section__c, 'A' ) || ispickval (section__c, 'B' ) ) , false, true )
OR even simpler :- ispickval(section__c, ‘’)
Which of these values can a ‘if’ function used in a validation rule have in either the 2nd or the 3rd parameter ?
a. true
b. false
c. 1
d. 0
e. null
a. True
b. false
e. null
What is Salesforce to Salesforce ?
Salesforce to Salesforce allows you to share records with business partners that use salesforce.com.
A record type for opportunity can be created before creating any Sales Process for opportunity. True/False
False. At least 1 Sales Process has to exist for being able to create a record type on opportunity. Same applies for Lead Process of Leads & Lead Record Type, Support Process of Cases & Case Record Type, Solution Process of Solution & Solution Record Type.
A single Sales Process can be assigned to multiple opportunity record types. True/False
True. Same applies for Lead Process of Leads & Lead Record Type, Support Process of Cases & Case Record Type, Solution Process of Solution & Solution Record Type.
The values available in the Stage picklist of opportunity can be limited by creating a Sales Process for opportunity or from the picklists available for editing from any record type of opportunity. True/False
False. The Stage picklist of opportunity is available for editing only through the Sales Process created on opportunity. Same applies for Status picklist of Lead, Case, Solution & Lead Process, Case Process, Solution Process.
Specifying entry criteria is compulsory for:
a. Workflow rule.
b. Approval process.
c. Both.
a. Workflow rule.
If multiple active approval processes exist on Account & an account record submitted for approval meets the entry criteria of multiple approval processes, then it cannot be guaranteed which approval process the record will enter. True/False
False. There is ‘Process Order’ to decide order of evaluation of approval processes.
Which of these can be cloned ?
a. Workflow rule.
b. Approval process.
c. Both of above.
c. Both of above.
Can attachments to Salesforce records be attached using the Apex Data Loader ?
Yes. The csv file would need to have these columns:
ParentId - the Salesforce ID of the parent record to which the attachment should be attached. For example, Account record ID :- 0019000000CZYfN
Name :- the name with which this attachment should be saved in SFDC (We can give any name, not necessary it should be the file name) :- File Attachment1
IsPrivate :- 0 if the attachment is not private; 1 if it is private.
OwnerId :- the Salesforce ID of the user who would be the owner of the attached file.
Body :- the path of the file on the local file system :- C:\Sagar\Attachment1.txt
For which objects is field history tracking available & for which is it not available ?
Field history tracking is available for :- Account, Leads, Contact, Opportunity, Cases, Contract, Solution, custom objects.
It is not available for :- Activities, Campaign, Quotes, Product, Ideas, Asset, User.
A custom text field on Account ‘Location’ has a validation rule :- if(location__c == null || isblank(location__c), true, false)
This field has been removed from the Account page layout. So error for this field will not be given when a new account record is being created. True/False
False. Error will be shown at the top of the page.
If a submitted record meets entry criteria of multiple approval processes, then which approval process will it enter ?
a. The first one.
b. Randomly chosen one.
c. Each one of them one after the other.
a. The first one. (The ‘Process Order’ specified for the approval processes decides which is the first one.)
A record created meets entry criteria of multiple workflow rules. Which of the workflow rules will execute ?
a. The first one.
b. Randomly chosen one.
c. Each one of them one after the other.
c. Each one of them one after the other. (But the order of execution is not guaranteed.)
Can an administrator view the reports stored in any user’s ‘My Personal Custom Reports’ folder ?
No
If at the profile level, 'Password Never Expires' has been checked but at Setup > Security Controls > Password Policies if it is specified that password expires in 30 days, then which of the two would be true for users of that profile ?
'Password Never Expires' specified at profile level would hold true.
If there is a custom validation rule on a custom object Position for the custom text field Location to make sure that this field is not left blank, then what are the various ways of bypassing this validation rule ?
a. Deactivate the validation rule.
b. Provide a value to this field in the before insert/update trigger on the Location object if this field has been left blank.
What are details of order of execution among validation rules, auto-response rules, assignment rules, triggers, escalation rules, workflow rules etc. ?
1. System validation rules are executed like data type checking of the field values. So error for text value in numeric field etc.
2. Before triggers execute.
3. Custom validation rules are executed like required field check validation rule. So in the before trigger you can assign value to any such field which was left blank while creating the record & the custom validation rule won't give error then. If a field is made a required field while creating the field itself, without creating an explicit validation rule for this, then it gets treated as a System validation rule & so the validation check occurs before the before trigger runs. So assigning value to this field in the before trigger won't stop the validation rule from giving an error in this case.
4. The record is saved to the database but not yet committed.
5. After triggers execute.
6. Assignment rules execute.
7. Auto-response rules execute.
8. Workflow rules execute.
9. If there are workflow field updates, the record is updated again.
10. If the record was updated with workflow field updates, before and after triggers fire once more. (Workflow rules do not execute again, so no question of looping.)
11. Escalation rules execute.
12. All DML operations are committed to the database.
13. Post-commit logic executes such as sending email.
For which objects quick create is available ?
Lead, account, contact, forecast, opportunity.
What are the drawbacks of quick create ?
The fields which are displayed in the quick create page layout (e.g. while creating a new contact, if we use quick create to create a new account on the fly) cannot be modified/selected/chosen by us & validation rules don’t fire (for the account which is created quickly using quick create) which is a limitation of Salesforce.
Why is picklist values limiting of Stage picklist (of Opportunity) not implemented directly through picklists available for editing for the record type ? Why is it done using Sales Process ? OR :- What is the advantage of introducing the Sales Process ?
With Sales Process many different Sales Processes can be created with different values in the Stage picklist for each of them & they can be used interchangeably with any record type on a plug-n-play basis. Otherwise the values in the Stage picklist would have to be tediously modified each time if it were done using picklist available for editing for any record type.
If any workflow rule is having a task of send email in which a particular user is a recipient of that email, then that user can be deactivated only if the workflow rule is deactivated. True/False
False. Even if the workflow rule is deactivated, the user cannot be deactivated. It gives this error message when you try to deactivate the user :- “Unable to Complete the Requested Change :- Your changes could not be completed for the following reasons: This user is being used by email alerts. <Email alert name>”
Can a single permission set be assigned to users of different profiles ?
Yes. But only if both the users are using the same ‘User License’, for example the ‘Salesforce’ user license. This is because a single permission set can be associated with only one user license at the time of creating the permission set. (This field is not editable once the permission set has been created.)
Which objects are available while importing data using the import wizard ?
Lead, Account, Contact, Solution, custom objects.
What is Campaign ROI ?
The Campaign ROI Analysis Report is located on the Reports tab in the Campaign Reports folder. It calculates your campaigns' performance by return on investment (ROI) and average cost. For each campaign in the report: ROI which is expressed as a percentage is calculated as the net gain (Total Value Won Opportunities - Actual Cost) divided by the Actual Cost. Total Value Won Opportunities is the calculated amount of all closed won opportunities where the campaign is the Primary Campaign Source on the opportunity.
Which are the OOTB reports which will give information about campaign effectiveness?
Campaign ROI Analysis Report, Campaign Revenue Report, Campaigns with Influenced Opportunities
What is a joined report ?
The joined report format lets you view different types of information in a single report. A joined report consists of up to five report blocks, which you add to the report to create multiple views of your data. For each block, you can add regular and summary fields, create standard and cross-block custom summary formulas, apply filters, and sort columns.
A joined report can contain data from multiple standard or custom report types. You can add report types to a joined report if they have relationships with the same object or objects. For example, if you have a joined report that contains the Opportunities report type, you can add the Cases report type as well because both have a relationship with the Accounts object.
A UK user creates a task on a lead for an Indian user for 24/07/2012. The reminder for the task is scheduled for13:00 on 24/07/2012. The difference between UK time & India time is 4.5 hours. When the India user logs in, he will see the reminder scheduled for 13:00 or 17:30 ?
17:30
Lead validation rule (like field Industry must have a value) always triggers when a lead is converted. True/False
The lead validation rules trigger only if this option is checked on Customize > Leads > Settings :- ‘Enforce Validation and Triggers from Lead Convert’
If this option is unchecked on Customize > Leads > Settings :- ‘Enforce Validation and Triggers from Lead Convert’ then the validation rules and triggers of account, contact & opportunity are bypassed but the the validation rules and triggers of lead execute. True/False
False. The validation rules & triggers of lead also get bypassed.
While creating record type specifying associated process is compulsory (like Sales process for Opportunity or Support process for Case or Lead process for Lead or Solution process for Solution) OR while creating process specifying associated record type is compulsory ?
While creating record type specifying associated process is compulsory. So process has to be created first.
What are the advantages of using Chatter Desktop over using the in-app Chatter ?
1. With Chatter Desktop, no installed browser is required (like IE or Google Chrome or Firefox) for accessing Chatter as it is a desktop application.
2. Chatter Desktop can be configured to start automatically when the machine starts, so no time waste logging into the SFDC environment.
An Apex Sharing Reason cannot be created on a custom object with the label ‘Manual Sharing’ because the in-built standard sharing reason provided by Salesforce has the same label, so it would give error :- “An Apex Sharing Reason with this name already exists”. True/False
False. It can be created. No in-built validation from Salesforce. But it should be avoided as it will lead to confusion.
Using workflow rule field update action on a child object, any field of its parent can be given a value. True/False
False. In the field update action of workflow rule, fields of parent are not available for assigning any value.
While converting a lead :-
a. The update trigger of lead will fire.
b. The delete trigger of lead will fire.
c. Both update trigger & delete trigger of lead will fire.
d. Neither update trigger nor delete trigger of lead will fire.
d. Neither update trigger nor delete trigger of lead will fire.
A lead can have more than one values in the lead status picklist with the ‘Converted’ checkbox checked for them so that these values are available while converting the lead to be assigned to the ‘Status’ picklist as the converted status. True/False
True
Which will execute first :- Apex Scheduler code or workflow rules ?
Apex Scheduler code will execute first at the specified time. If the Apex Scheduler code causes updation of any record then the triggers & workflow rules for that object will execute.
From where would you add the Default Account Team ?
From Setup > My Personal Information > Personal Information > Default Account Team related list
While creating a list view for opportunities if the filter chosen is “My Opportunity Teams” then this list view will list these opportunities:
a. Opportunities owned by that user even if that user is not a member of the Opportunity Teams of those opportunities.
b. Only those opportunities owned by that user in which he is also a member of the Opportunity Teams of those opportunities.
c. Opportunities owned by that user or any other user in which he is a member of the Opportunity Teams of those opportunities.
c. Opportunities owned by that user or any other user in which he is a member of the Opportunity Teams of those opportunities.
If an opportunity team member is cloned (From the opportunity team related list of an opportunity record by clicking on the team member name & then clicking on ‘Clone’), a new user record gets created. True/False
False. If creating another Opportunity Team member for the same opportunity then the page that shows up asks for selecting another existing user. Only the ‘Team Role’ (like Channel Manager) & ‘Opportunity Access’ (like Read Only) will get cloned.
Else the opportunity can be changed using the opportunity lookup, then the same user can be added as an Opportunity Team member for the other opportunity. In this case the User, Team Role and Opportunity Access will get cloned.
No new user gets created because cloning of user records is not permitted in SFDC.
A user has the System Administrator profile & hence has the ‘Create’ permission on Campaign. But when the user goes to the Campaign tab, the user cannot see the ‘New’ button for creating a new Campaign. What could be the reason ?
On the user detail page, the checkbox for ‘Marketing User’ is unchecked. A user has to be a Marketing User to be able to create a campaign.
On the Campaign detail page, the ‘Campaign Members’ related list refers to the people:
a. who will be targeted by this campaign (for generating sales opportunities i.e. orders).
b. on whose behalf the emails etc. will be sent while executing this campaign
a. who will be targeted by this campaign (for generating sales opportunities i.e. orders).
Files can be uploaded on Chatter from:
a. Files tab.
b. Documents tab.
c. Local file system of your computer.
d. Attachments from the ‘Notes and Attachments’ related list.
a and c
Files tab is available:
a. By default
b. Only after Chatter is enabled (from Setup > Customize > Chatter > Settings)
b. Only after Chatter is enabled (from Setup > Customize > Chatter > Settings)
When the email ID of a user is changed then email with link to verify the change is sent to:
a. Only the new email ID.
b. Only the old email ID.
c. Both the old and the new email Ids.
a. Only the new email ID.
Another email is sent to the old email ID just informing about the change. This email does not have any link which is to be clicked for verifying the change. This email says if you have any problem with this change of email ID then contact your administrator.
For which objects mass email can be sent ? How is it achieved ?
Mass email can be sent to Leads, Contacts and Cases. This is achieved by:
Clicking the link ‘Mass Email Leads’ on the Leads tab.
Clicking the link ‘Mass Email Contacts’ on the Contacts tab.
Clicking the link ‘Mass Email Cases’ on the Cases tab.
How to find out if SFDC environment uses packages ?
Go to Setup > Create > Packages
Which of the following is not standard salesforce.com functionality ?
a) Email to lead
b) Email to case
c) Web to lead
d) Web to case
a) Email to lead
Which are the 3 types of page layouts ?
Detail, mini, console
While creating an approval process and assigning the next approver using the hierarchy relationship field on user [Option’s exact name is :- “Automatically assign an approver using a standard or custom hierarchy field”], which is the standard user field available ?
Manager
Which object allows creation of a hierarchical relationship with itself ? (Data type: Hierarchy)
User object (From Setup -> Customize -> Users -> Fields -> New)
How many maximum cross object formula fields are allowed in an object ?
Ten
What is the name of the default public group to which all users are added ?
All Internal Users
What levels of access can be granted using sharing rules ?
1. Read-Only
2. Read/Write
Granting ‘Full Access’ is not possible using sharing rules.
What levels of access can be granted using manual sharing ?
1. Read-Only
2. Read/Write
3. Full Access
How many permission sets can you have in an organization ?
One thousand