Salesforce Flashcards

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Force.com

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Force.com Platform

The Force.com platform is the first platform as a service (PaaS), enabling developers to create and deliver any kind of business application entirely on demand and without software. The platform also includes easy to use point-and-click customization tools to help you create solutions for your unique business requirements, without any programming experience.

Salesforce.com Community

Salesforce provides training, support, consulting, events, best practices, and discussion boards to help you be successful. Visit Salesforce.com Community.

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Answer:B

The formula editor may be used all of the following places EXCEPT:A:S-ControlB: Formula FieldsC: Default Values on Standard FieldsD: Workflow Field Updates

Answer:C

When using Territory Management, can an opportunity be associated with multiple territories?A: YesB: No

Answer:B NoExplanation: Accounts and Users can be associated with multiple opportunities but opportunities can only be in one territory.

Answer: E

Answer: A,B,D

Which of the following is not a Roll Up summary field operation?A: SUMB: MAXC:MIND: COUNTE: Average

Answer: E

Date Validation Rules are executed for a filed (vs. as record)A: TrueB: False

Answer: B

Answer: A,B

What are the two main parts of WF?A: Action and Time triggersB: Rules and ActionsC: Email Alerts and Filed updatesD: Rules and Tasks

Answer: B

Which of the following statements are true concerning email activation? (Select one)A. The email activation feature requires that the user click an activation link before logging onto a new computer.B. The email activation feature cannot be disabled.C. The email activation feature can be disabled by request to Salesforce.com support.D. The email activation feature can be disable through the UI.

Answer:C

The Director of Sales wants a report that meets the following criteria: All accounts in NY, MA, PA and NJ Account rating of "Hot" or Annual Rev over $8M. The report must meet the state criteria but can optionally meet the account rating or annual revenue. Which report format would you use to create this custom report?A: The Tabular ReportB: The Summary ReportC: Matrix Report

Answer: A

When configuring Customizable Forecasting, you can set which of the following Forecast Dates for determining which opportunities contribute to the forecast?A: Opportunity Close Date OnlyB: Product Date OnlyC: Schedule Date Only D: Commit dateE: Opportunity Close Date, Product Date, Schedule Date

Answer: A

A sales team is as set of users that normally work together on _______?A: AccountsB: LeadsC: OpportunitiesD: ContactsE: cases

Answer: C

Which of the following statements are true about Date Validation? A: Validation rules apply to all new and updated records for an object.B: Validation rules can update fields which are not included in a page layout.C: Validation rules can referrence fields which are not included in a page layout.D: If an error message is not set, a default message will be prompted instead.E: All of the above.F. None of the Above

Answer: A,C

What is the maximum number of records that return in a report without exporting the results?A: 6500B: 5000C: 3000D: 2000E: 4000F: 3900

Answer: 2000

The Create New Folder link will only be visible to users with which permission A: Manage Public DocumentsB: Manage Documents C: Edit DocumentsD: Create Public Documents

Answer: A

CRM Content has been recently implemented in your organization. It has been adopted well, however you are concerned about the amount of storage space it is using. What is not true regarding Content Storage?A. CRM Content is not included in Date or File storageB. The amount of storage used by CRM Content can be checked in Storage Usage.C. The amount of storage used by Content as a percentage of the total File Storage can be checked in Storage usage.D. The total size of Content files can be checked in Storage Usage.E. The Top User for Content File Storage can be checked in Storage Usage

Answer.A,E

Your organization has a policy that opportunity names follow a naming convention and only the Sales Manager should be able to update the opportunity name field. How can this be accomplished?A. Trigger on Opportunity objectB. Workflow on OpportunityC. Validation RuleD. Process Builder

Answer. C

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1. User's login hours2.User's Ip address

Organization-wide defaults set the default level of access users have to records they do not own. (True or False)

Correct:Organization-wide defaults set the defaults set the default level of access users have to records they do not own, in each object. The role hierarchy, sharing rules, teams, and manual sharing are used to open up access to records. In order to access a records, users must also have the appropriate object permission on their profile or a permission set.

>Is based on who owns the account, or on selected criteria. >Allows you to set default sharing access for accounts and their associated cases, contacts, and opportunities.

>Is based on who owns the contact (must be associated with an account), or on selected criteria.>Allows you to set default sharing access for individual contacts and their accounts.> Cannot use with Territory Management and B2I (Person Account) enabled orgs.

>Is available in Enterprise, Performance, and Unlimited Editions.>Is based on who owns the opportunity, or on selected criteria. >Allows you to set default sharing access for individual opportunities and their accounts.

>Is available in Enterprise, Performance, and Unlimited Editions.>Is based on who owns the case or on selected criteria.>Allows you to set default sharing access for individual cases and associated accounts.

>Is available in Enterprise, Performance, and Unlimited Editions.>Is based on who owns the lead or on selected criteria.>Allows you to set default sharing access for individual leads.

>Is available in Enterprise, Performance, and Unlimited Editions.>Is based on who owns the campaign or on selected criteria.>Allows you to set default sharing access for individual campaign.

>Is available in Enterprise, Performance, and Unlimited editions.>Is based on who owns the custom object or selected criteria.>Allows you to set defaults sharing access for individual custom records.

>Is available in Professional, Enterprise, Performance, Unlimited, and Developer edition.>Is available for organizations that have enabled user sharing.>Is based on group membership or on selected criteria.>Allows you to set defaults sharing access for individual user records.

How would you allow collaborative access to the account, contacts, contracts, opportunities, and cases of s US Sales Rep, an APAC Sales Rep,

Answer: By creating a public group for the three Sales Reps, and one account sharing rule to share the public group's records with itself.:Creating a public group and a sharing rule will allow the required collaborative access.

OWD

Organization-Wide-Defaults

The organization-wide default is set to private and all object permissions are enabled. Can the East Sales Director role VIEW date owned by the West Sales Director role? (Yes or No)

Answer:NoThere is no lateral sharing of access. Therefore, the East Sales Director cannot VIEW date owned by the West Sales Director.

Which profile component would you use to make a field required?>Lookup field>Formula field>Relate field>Page layout

Answer: Page layoutThe page layout is used to make a field required.

About the business process...

A business process will be available to users only when it is associated with one or more record types and the record types are added to the user profiles. Also, record types implement business process through page layout.

Which of the following statements are true about importing date using the Date Import Wizard?

When you use the Date Import Wizard to import date, you can import accounts, contacts, leads, solutions, and custom object. Also, standard users can import up to 500 account or contact records at a time.

Identify the statement that define the date loader?

Data loader can be used to insert, update, delete, or export Salesforce records. It also reads, extracts, and loads date from CSV files.

Identify the statements that are true about deactivation of a user?

Deactivating user will never delete the work he has done on his accounts and records. It will only prevent logging in with his credentials and will free one user license in the organization.

For how many days will the Recycle Bin hold delete data?

The Recycle Bin will hold data for 15 days before permanently deleting it.

Bar charts

>Each date represents date from a group.>Use horizontal to compare many group.> User vertical to compare fewer group or when grouping by a date field.

Line charts

>Each point represents data from a grouping.>Use when grouping by a date field.>Great for displaying changes over time.

Pie/Donut charts

>Each wedge represents data from a grouping.>Size of wedge is determined by summary field.>Use to compare shares of the grand total.>Use a donut chart to display the grand total.

Funnel chart

>Each segment represents data from a grouping.>The size of segment is determined by the summary field of each grouping>Use funnel charts to compare the summarized values of the grouping

Scatter Chart

>Plot two summary fields against each other>Visualize the correlation between values in a group>Enable the report builder upgrade to use scatter charts.

>Use this type of chart for multiple grouping.>Each source is represented by a set of bars.

Stacked Bar

>Use this bar graph to display the proportions between values.>It displays a single bar for each primary value, with secondary values shown on the same bar.

Stacked to 100% Bar

>Use this for promotion between values in each grouping.>All bars are the same overall length.

Grouped line

>Each bar represents an ordered set of date.>Missing values are displayed as gaps.

Table

A table component :>Displays data in column form>Displays grouping or summary fields of the report>Can display more than two columns,

Charts

A chart component:>Displays data graphically>Is based on the report date.>Show the field that the report is summarized on.

Gauges

A Gauges component:>Displays a single data value drawn from the grand total of a report>Help show progress towards a goal.>Can be followed to get notification when a breakpoint is reached.

Metrics

A metrics component:>Displays a single data value drawn from the grand total of a report>Uses conditional highlighting

Match the report format on the left with its description on the right.

Tabular Report - A simple list of records with no subtotalsSummary Report - A records of list sorted into groups with subtotalsMatrix report - Date summarized in a grid to compare related totals.

What report format displays a list of records sorted into groups with subtotals?

Summary-The Summary report format displays a list of records sorted into groups with subtotals.

What is determined by the running user of a dashboard?

The running user of the dashboard determines what data viewers of the dashboard will see. The running user can be fixed, dynamically set to the user viewing the dashboard, or selected by authorized users viewing the dashboard

What types of dashboard component display the grand total from the bottom of a report?

Table and Chart components display data from the summary rows of a source report.

Access to a report determined by the folder in which the report is stored.

True-Users can only run reports stored in folders to which they have access.

What can be modified using the report options at the top of summary report?

From the report options, Rob can modify the time frame and how the records are grouped.

Which statement is NOT true for custom summary formulas?

A custom summary formula cannot reference other summary formulas.

Which tasks can be an administrator perform?

An administrator can do all of these except schedule a report to be emailed to a recipient who is not a user.

Which type of reports can be used to create dashboard?

Dashboards are created form custom reports

If you add a chart component to a dashboard, you can choose between which of the following chart types?-Horizontal bar-Chronological timeline-Vertical column-Line-Pie

When adding a chart component to a dashboard, you can choose between Horizontal bar, Vertical column, Line, Pie.

What is determined by the running user of the dashboard?

The running user of the dashboard determines what data viewers of dashboard will see. The running user can be fixed, dynamically set to the user viewing the dashboard, or selected authorized user viewing the dashboard.

Tabular / è¡¨å½¢å¼ã¬ãã¼ã

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ãµããªã¼ã¬ãã¼ã / Summary Reports

Summary reports are similar to tabular reports, but they also allow you to group rows of data, view subtotals, and create charts.ãµããªã¼ã¬ãã¼ãã¯è¡¨å½¢å¼ã¬ãã¼ãã«ä¼¼ã¦ãã¾ããããã¼ã¿ã®è¡ã®ã°ã«ã¼ãåãå°è¨ã®è¡¨ç¤ºãã°ã©ãã®ä½æãå¯è½ã§ãã

Matrix / ãããªãã¯ã¹ã¬ãã¼ã

Matrix reports allow you to group data by both rows and columns. They are good for comparing related totals or comparing values in several fields.ãããªãã¯ã¹ã¬ãã¼ãã§ã¯ãè¡ã¨åã®ä¸¡æ¹ãä½¿ç¨ãã¦ãã¼ã¿ã®ã°ã«ã¼ãåãå¯è½ã§ããé¢é£ããåè¨å¤ã®æ¯è¼ãè¤æ°é ç®ã®å¤ã®æ¯è¼ã«é©ãã¦ãã¾ãã

Joined Reports / çµåã¬ãã¼ã

Jointed reports let you create multiple report blocks, with each block acting as its own 'Sub-report' with its own report type, fields, columns, sorting, and filtering.çµåã¬ãã¼ãã§ã¯ãè¤æ°ã®ã¬ãã¼ããããã¯ãä½æã§ãã¾ããåãããã¯ã¯ããµãã¬ãã¼ããã®ããã«æ©è½ããããããã«ã¬ãã¼ãã¿ã¤ããé ç®ãåãä¸¦ã³æ¿ãé ãããã³ãã£ã«ã¿ã¼ãè¨å®ã§ãã¾ãã

Which product categories brought in the most revenue this quarter? å½ååæã§æãé«åçãªååã«ãã´ãªã®è¡¨ç¤ºã«é©ãã¦ããã°ã©ãã¯ï¼

åã°ã©ã (Pie chart)ãã¼ããã°ã©ã (Donut)æ¨ªæ£ã°ã©ã (Bar chart)

A comparison of revenue coming in from different sales teams over time.ãã¾ãã¾ãªå¶æ¥ãã¼ã ãè¨ä¸ããåçã®æç³»åã§ã®æ¯è¼ã®è¡¨ç¤ºã«é©ãã¦ããã°ã©ãã¯ï¼

ã°ã«ã¼ãåæãç·ã°ã©ã (Grouped line)éåæ£ã°ã©ã (Side by side bar)

A sales team's progress as they move leads from a tradeshow through the sales process. ãªã¼ããå±ç¤ºä¼ããã»ã¼ã«ã¹ããã»ã¹ã«ç§»åããã¨ãã®å¶æ¥ãã¼ã ã®é²æç¶æ³ã®è¡¨ç¤ºã«é©ãã¦ããã°ã©ãã¯ï¼

ããããã°ã©ã (Funnel)åã°ã©ãããã¼ããã°ã©ããã²ã¼ã¸ã°ã©ã (Pie, Donut or Guage)if tracking leads by specific stage.

What are the two main parts of workflows?-Action and Time triggers-Rules and Actions-Email alerts and filed updates-Rules and Tasks

Rules and actions are the main parts of workflow.

When are workflow rules evaluated?-Before a record is deleted-When a record is created or updated-After a record is created-When a record is cloned

Workflow rules are evaluated when a record is created or updated.

Workflow steps with its setup requirement-Task

Select the subject, status, and priority

Workflow steps with its setup requirement-Email Alert

Select template

Workflow steps with its setup requirement-Field update

Select a field

Workflow steps with its setup requirement-Rule

Set criteria

If a lead does not meet any of the criteria specified in the assignment rule, it will be assigned to the default lead owner. (Is the statement True or False?)

-TrueIf a lead does not meet any of the criteria specified in the assignment rule, it will be assigned to the default lead owner.

The Web-to-Case feature has more template options than Web-to-Lead. (Is the statement True or False?)

-TrueThe Web-to-case feature has more template options than Web-to-Lead.

A Lead

is essentially an unqualified prospect. For instance, a collection of business cards gathered at a convention would usually be entered as new leads. When a lead is qualified, it is then converted into a contact, account, and opportunity. Web-to-lead will allow you to accept website submissions directly as Salesforce leads. One lead = one person.

An Account

is typically an organization that is a qualified potential customer, an existing customer, partner, competitor, or has a relationship of similar significance. The account is the glue that holds the relationships (contacts) and interactions (activities, opportunities, cases, etc.) with an organization. The standard Salesforce account is configured for B2B (business to business) relationships. One account = one organization.

Person Accounts

(requires feature activation) to establish B2C (business to consumer) relationships. One person account = one person.

Contacts

store an individual's demographic information, such as phone numbers and email addresses, and are linked to accounts. If a contact is not linked to an account then it is a "private" contact and only viewable by the contact owner or salesforce administrator. One contact = one person.

Data.com

is a product offering from Salesforce that is a repository of both crowd-sourced and Dun & Bradstreet contact and account information. You can use data.com to source new leads, contact, and accounts for your organization, as well as clean or update existing data.

Cases

are used to track support issues. If a customer purchases a product or service, and calls in for support, this would get tracked using a case record. An open case is unresolved, while a closed case is resolved. Email-to-case allows customers to email a generic address (e.g. support@company.com) to automatically generate a case. Web-to-case allows customers to submit a support request via a web form. One case = one support issue.

Solutions

are used to document and communicate common resolutions to cases. For instance, if customer A calls in with a problem and steps 1-5 must be taken to resolve the issue, these steps can be entered into a solution. When customer B calls in with the same problem, instead of retyping steps 1-5, the customer support agent can reference the solution to quickly communicate the resolution.

Opportunity

typically represents either a) a completed sale, b) a lost potential sale, or c) the potential for a future sale. Opportunity data is referenced in forecasting.

Products

are typically used to store information about the goods or services that your organization sells. This would include specifics like the name, product code, MSRP or sale price, and other details.

Opportunity Products

represent the products sold as line items within an opportunity (e.g. 2 widgets for $5,000/each).

Price Books

are used to establish different pricing structures for products. For instance, your high-volume customers may receive a different price for many or all products than small-volume customers.

A Quote

can synchronize product data from its related opportunity record. A quote can be easily generated in PDF format for email delivery.

Assets

represent the products associated with an account, and can be referenced for support issues. For instance, a customer purchases a generator. This product would be listed on an opportunity as an opportunity line item. Upon sale completion, it may then be added to the account as an asset. When the customer calls in with a problem with the generator, a case is generated and references the asset.

Contracts

are generally used to represent legal agreements with an account.

Campaigns

are used to track and measure marketing efforts. Leads, contacts, and opportunities can be associated with campaigns. Campaign rollup summary fields, ROI reporting, and campaign hierarchy are then used to measure various campaign statistics.

Forecasts

can be used to project revenue, and track sales quotas. There are multiple versions of forecasting. Many organizations use opportunity pipeline reporting instead of or in addition to forecasting.

Reports

are used to display, summarize, and chart record data.

Dashboards

are used to visually represent multiple reports on a single page. A dashboard is comprised of many components. Each component is typically a visual representation (chart) of report data.

Answers

allows users to ask questions, which can be answered by other users. Answers can be used in conjunction with a customer portal to allow customers to ask and answers each others' questions. See it in action at Salesforce.

Ideas

allows users to create and vote on ideas. The most popular ideas score the most points. Ideas is ideally suited to capture product improvement ideas, and can be used in conjunction with a customer portal. See it in action at Salesforce (click ideas) and at Starbucks.

Activities

are split into tasks and events

Tasks

are phone calls, emails, and other follow up items. They have an associated date, and an optional reminder. They will appear in open activities until updated to a completed status, and will then appear in activity history.

Events

are scheduled appointments, with a defined start and end time, similar to an appointment in Outlook.

Documents

are files that are uploaded into Salesforce and referenced in other areas, such as application logos and email templates. The documents tab is a legacy method of storing files. Other methods of document storage and distribution such as Chatter Files and Salesforce Content are generally more commonly used for the storage and distribution of documents.

Site.com

is a product offering by Salesforce that allows users to create websites with dynamic content driven from data within their Salesforce org; Community Designer (released in beta in the Winter 15 release) will largely supersede Site.com by offering the use of templates to build and manage dynamic content. Sites without templates can still be constructed using Site.com.

Content

is a method to upload and distribute documents and files in Salesforce.

Content libraries

are used to segment and secure access to content.

Chatter Tabs

Chatter is a built-in communication tool within Salesforce. It combines some features of Twitter, Facebook, and chat but is accessible only by users licensed in your Salesforce org. Chatter licensing options (including free) allow you to extend Chatter access to non-Salesforce users and customers.

The Chatter tab

ab allows you to see your Chatter feed and post to Chatter (which can also be done from other areas within Salesforce).

The People tab

allows users to search for and follow Chatter users.

The Profile tab

allows a user to view and edit their Chatter profile.

The Groups tab

allows users to find, follow, and create Chatter groups.

The Files tab

allows users to search for files posted to Chatter, and upload new files to their Chatter feed.

Service Contracts (Service Cloud Objects)

are used to represent an agreement between you and your customers (e.g. warranty, subscription, or SLA).

Entitlements

are used to determine eligibility for support based on the customer's specific assets, accounts, or service contracts.

Entitlement Templates

are used to determine eligibility for support based on the customer's specific assets, accounts, or service contracts.

Milestones

are defined steps that support reps must complete as they respond to the case (e.g. returning a customer call or sending a customer an email).

Entitlement Processes

are used to set a timeline for completion of different milestones (e.g. first response is required within 48 hours of case submission).

Knowledge Articles

are a method to capture responses to commonly requested information (e.g. here are the specific steps to remove paper from this printer when jammed). Knowledge is similar in function to Solutions, but is more feature rich and better integrated with the Service Cloud (and carries an additional license fee as well).

Jim has logged into Salesforce. He clicks the leads along the top of the screen, and then clicks the new button. He enters a lead name, company, and demographic information, and clicks save. Jim has created a lead within the lead . (Read all answers.)1. Object, Tab, Record2. Tab, Object, Record3. Object, Record, Tab4. Tab, Record, Object

Answer.4The clickable links along the top of the screen are tabs. The object stores the record data, while the tab exposes the object to the user.

Which of the following is NOT a standard Salesforce application? (Select all that apply) 1. Call Center 2. Accounts 3. Marketing 4. Invoices

2. AccountAccount is an object and a tab, but not an application. Salesforce does not natively manage invoices.

Which of the following is NOT a standard object?1. Campaign2. Opportunity3. Sale4. Contract

3. SalesSales is an application, not an object. A sale is represented by an opportunity record.

3. List ViewThe drop down menu presented on an object's tab is a list view selection menu, which will display a list of records for that object.

Bob is a Salesforce system administrator. He creates a sandbox to test a feature that will require activation. Bob submits a case to Salesforce support from the production environment. Support requests the org ID of the environment that Bob would like the feature activated within. Bob can provide support the production org ID, as the sandbox and production org IDs will match.1. Only in the case where the sandbox created is a developer sandbox.2.Only in the case where the sandbox created is a full sandbox.3. Yes, the production org ID will always match the org ID of its sandboxes.4. No, the production org ID will never match the org ID of any of its sandboxes.

answer:4The Org ID is unique for all Salesforce environments including production and sandbox orgs.

IPI support has office hours Mon-Sun 8a-8p, but does not work Christmas, Thanksgiving, and several other holidays throughout the year. Cases are escalated according to working hours within the organization. How should this be configured in Salesforce? (Select all that apply)1. Business hours must be configured to define the working hours Mon-Sun, 8a-8p.2. Salesforce automatically adds holidays, simply select all that apply.3. A recurring holiday must be added for each holiday and associated to the appropriate business hours.4. Configuration of business hours and holidays is not required.

answer:2,42.Business hours must be configured to define the working hours Mon-Sun, 8a-8p.4.A recurring holiday must be added for each holiday and associated to the appropriate business hours.The administrator would need to configure business hours to define working hours, and create holidays to add exceptions to those working hours.

Jenny is a Salesforce.com administrator for Inspired Products, Inc (IPI). IPI's fiscal quarters are comprised of two four week months, and one five week month, beginning in January. IPI would like to report on their opportunity pipeline for the current quarter. What does Jenny need to consider when configuring Salesforce?1. Standard Fiscal Years can be configured to suit IPI's needs.2. Custom Fiscal Years must be configured to suit IPI's needs. Once enabled, Custom Fiscal Years CANNOT be disabled.3. Custom Fiscal Years must be configured to suit IPI's needs. Once enabled, Custom Fiscal Years CAN be disabled. 4. Fiscal Year configuration is not required.

answer: 3Custom Fiscal Years must be configured to suit IPI's needs. Once enabled, Custom Fiscal Years CANNOT be disabled.Fiscal Years impact forecasting and reporting. Since the fiscal quarter is determined by week, not month, custom fiscal years must be used. Once enabled, custom fiscal years cannot be disabled.

Dan creates an opportunity record, and then associates a Powerpoint deck to the opportunity via Chatter.The opportunity record impacts storage, while the Powerpoint deck impacts _ storage.1. data, file2. file, data3. record, data4. record, file

answer: 1. data, fileRecords impact data storage, while files impact file storage.

(setting access to the organization)The organization

>Trusted IP Rangers>Login IP Rangers>Login Hours

(setting access to the organization)Object

>License>CRED Permissions (via Profile or Permission set)

(setting access to the organization)Record

>Role Hierarchy>Sharing Rules>Teams and Manual Sharing

(setting access to the organization)Field

>Field Level Security>Page Layout

OWD

Organization wide defaults

OWD

Restrict AccessPublic read/WritePublic Read-onlyPrivate

Role Hierarchy

Open up access (vertical)

Open up access (Lateral)

Open up access (Flexible)

Profiles

Director and Associates: Create and Read, Edit and Delete for leads and campaigns.Interns: Read and Edit for Leads & campaigns, Login Hours from 8am to 7pm PST.

Permission sets

One permission set granting "Transfer Leads" for Associates with that permission.

OWD

Set leads and campaigns to Private

One sharing rule to share leads owned by associates with other associates, one to share campaigns owned by Associates with other Associates.

Leads and campaigns will be individually manually shared with interns as needed.

Teams

Not possible with Leads and Campaigns

Record type

Create a record type for billing cases

Profile permissions

Create Accounts Receivable User profile has access to cases is assigned the billing case record type

Business Processes

Create a support process for billing cases that includes the New, Working, Escalated, and Closed statues. (Must be done before the billing Case record type is created)

Page Layout

Create a page layout for billing cases, and remove the Bug number and Product fields. Add the invoice Number and Credit Status fields.

Custom fields

Create a custom text field for the invoice Number and custom formula field for the Credit Status from the account.

Field-Level- Security

Set field-level security on the credit status field so it is only visible to Accounts Receivable, Executives, and the system Administrator.

Validation Rule

Validation Rules allow you to specify your own business-specific criteria to prevent users saving invalid data in one or more fields.

Approval process

Approval process is an automated process implemented to approve records in Salesforce.

Backup data

Backing up data is a regular part of any administrator's job.Date should be backed up on a regular basis, and before any major import or export operations.There are several ways to back up data in Salesforce.Reports / Data loader / Weekly data export service

Reports

- Export specific data to Excel.- Process is manual

Data loader

- Export specific data to CSV, Excel or another database- Process can be manual or automated

Weekly data export service

- Obtain a complete set of Salesforce data for archiving- Process is automated

(Chart type) Horizontal Bar

Compare many items

(Chart type) Vertical Bar

Fewer items or over time

(Chart type) Line

Over time

(Chart type) Funnel

Sales process

(Chart type) Pie

Compare share

(Chart type) Donut

Compare share of total

Which product categories brought in the most revenue this quarter.

- Pie chart - Donut- Bar Chart

A comparison of revenue coming in from different sales teams over time.

- Grouped line- Side by side bar

A sales team's progress as they move leads from a tradeshow through the sales process.

- Funnel - Pie, Donut or Guage (if tracking leads by specific stage)

Developer Edition (DE)

Developer Edition is similar in functionality to Enterprise Editions listed below (but has much lower storage), and include a limited number of a variety of licenses (Sales Cloud, Service Cloud, Community, etc.). These accounts are used exclusively for testing and development, and are provided for free by Salesforce to encourage the community to build and test on the platform. They cannot be converted to any other edition and do not expire.

Sales Cloud Editions

-SalesforceIQ Starter - Limit Max # Users-Professional Edition (PE) - Campaign Management-Enterprise Edition (EE) - Workflow, API, Flow, Record Types, Developer Sandbox-Unlimited Edition (UE) - Higher Limits, Full & Developer Pro & Developer Sandboxes, Premier Admin/Support/Training-Performance Edition - Higher Limits, Full & Partial & Developer Pro & Developer Sandboxes, Premier Admin/Support/Training, Knowledge, Live AgentNo longer offered as of Aug 25, 2016

Service Cloud Editions

-Professional Edition-Enterprise Edition-Unlimited Edition

Force.com Editions

Force.com licenses can grant users access to custom objects and applications at a much lower price than Sales or Service Cloud licenses - however, access to CRM objects is limited.

sandbox

is a copy of a production environment used for a variety of purposes, commonly including testing and development.

User record

Require to login 1 person=1 user and 1 licensecan not be deleted

Mary is a sales rep that travels extensively. She states that she consistently uses the same web browser on the same laptop, yet is still frequently prompted for computer activation. What could cause this to happen?1. This is normal and expected behavior.2.Mary's computer's web browser is not storing cookies properly. 3. The Trusted IP Ranges for Salesforce are improperly configured.4. The Login IP Ranges for Salesforce are improperly configured.

2. Mary's computer's web browser is not storing cookies properly.Salesforce stores a cookie on the computer that would prevent the user from being prompted for activation when logging in from different IP addresses. If the laptop is not storing the cookies properly, then you would see this type of behavior.

Jim is a traveling sales rep, and has just landed from a cross country flight. He views his calendar in Salesforce and notices that his calendar appointments are displaying several hours off. What is likely the cause?1. The locale on Jim's user record is set incorrectly.2.The Salesforce org's time zone needs to be changed to reflect the change in time zone.3. The time zone on Jim's user record needs to be updated to reflect the change in time zone.4. Jim needs to update the time zone on his laptop to reflect the change in time zone.

3. The time zone on Jim's user record needs to be updated to reflect the change in time zone.Each user has a time zone setting. The org's default time zone sets the default time zone for new users created, it does not impact users otherwise. If the time is displaying incorrectly for a user, their time zone is most likely set incorrectly.Time elements displayed within Salesforce are independent of the computer's time zone.

You are the Salesforce administrator for a US-based company with a satellite office in Berlin. The Berlin office does not currently use Salesforce, but is scheduled to begin within the next few months. In order for the Berlin office to be effective, they will need to view Salesforce in German and enter currency amounts in Euros. The US office must be able to report all opportunities in US dollar amounts. A static conversion rate between USD and EUR is acceptable for launch. What do you need to consider for this implementation? (Select 3)1. Multiple currencies must be enabled prior to establishing conversion rates between currencies.2. Translation must be configured for custom objects, tabs, fields, and picklist values.3. Enabling multiple currencies will require feature activation. Feature activation can take several days to complete, and should be worked in to the project plan accordingly.4. Advanced currency management with dated exchange rates is required.

1.Multiple currencies must be enabled prior to establishing conversion rates between currencies.2.Translation must be configured for custom objects, tabs, fields, and picklist values.3.Enabling multiple currencies will require feature activation. Feature activation can take several days to complete, and should be worked in to the project plan accordingly.Translation must be configured for custom components (otherwise they are displayed in the org's default language). Multiple currencies is required in order to support more than one currency and conversion rates. Feature activation can take several days to complete (round-trip from Salesforce support); make sure to build this into your project plans.Advanced currency management enables dated exchange rates, which is not required in this scenario.

The VP of customer service is concerned that customer service reps can access Salesforce data from their homes. She would like to limit all customer service reps to accessing Salesforce only while they are at work. As the Salesforce administrator, what steps can you take to ensure that the customer services reps can access Salesforce only from within the company?1. Add the company's public IP range(s) to the list of Trusted IP Ranges.2. Add the company's public IP range(s) to the list of Login IP Ranges on the customer service reps' profile.3. Configure Login Hours on the company information page.4. Add the company's public IP range(s) to the list of Trusted IP Ranges on the customer service reps' profile.

2. Add the company's public IP range(s) to the list of Login IP Ranges on the customer service reps' profile.Login IP Ranges are used to prevent users from logging into Salesforce except from specified IP ranges. Specifying the public IP addresses of the company's internet access within Login IP Ranges would therefore prevent users from accessing Salesforce outside of the company network.

the concept of record ownership.

Every record in Salesforce must have an owner. Records can be owned by either users or queues. By default, the user that creates the record is the owner. Record owner is typically used to determine responsibilities (e.g. I manage the leads that I own), reporting (I am credited for the opportunities that I own), record security (discussed in Security Model - Free), and for a variety of other purposes.

Access is a many layered thing...

ORG Access > Object Access > Record Access > Field Access

(To control organization access use)IP Ranges (company level)

User outside the range are sent an activation code

(To control organization access use)IP Ranges (profile level)

Users outside this range are defined access

Specified hours are enforced

What's the difference between standard profile and custom profiles?

Standard profiles are included with Salesforce. Object-level and user permissions cannot be changed on these profiles. Standard profiles cannot be deleted.Custom profiles are created by an administrator and can be fully customized. Custom profiles can be deleted.

When should I create custom profiles?

Generally speaking you'll want to create custom profiles prior to assigning users to profiles. As you have limited ability to change standard profiles, it is generally a best practice to assign all users (with the exception of the system administrator) to custom profiles.If users are assigned a standard profile and you later need to change their permissions (e.g. add read access to a custom object), you'd have to create a custom profile and then migrate all of those users to the custom profile.

What is a permission set?

Permission sets are optionally assigned to a user to grant them privileges in addition to their profile.

Why use permission sets?

Using permission sets effectively can help you reduce the number of profiles needed in your Salesforce org, which can dramatically reduce administrative overhead in some scenarios.

When is the use of permission sets appropriate?

Use the profile to set the foundation for a user's privileges. Then use permission sets to grant additional privileges for one-off cases, or instances where the same set of privileges must be granted for users that are assigned to different profiles (e.g. providing access to a 3rd party application shared by several departments).

What is the significance of the role hierarchy?

The role hierarchy provides a framework to structure access to records and folders in your organization. Various settings (sharing rules, groups, folder sharing criteria, etc.) rely heavily on roles to structure access to content. Grant access using hierarchies has a profound impact on record security, as we'll explore below.

What is the significance of a user's role?

Each user is assigned one role, which sets the foundation for their access to records and folders.While a user's profile and permission sets determine if a user can run reports, their role will influence which report folders they can access.

Grant Access Using Hierarchies

"Grant Access Using Hierarchies" is a setting for configuring organization-wide defaults (Setup -> Security Controls -> Sharing Settings). For most standard objects, the option is always enabled. For custom objects, it is enabled by default but can be disabled.Users are granted full access (create, read, edit, delete) record-level permissions to the records meeting both criteria:

What is Delegated Administration?

Delegated administration allows named users to manage other users within selected roles and profiles, as well as manage fields on selected custom objects.

Why use Delegated Administration?

If you assign user administration privileges using profiles or permission sets, that user will gain the ability to administer most or all users and objects in your org.Delegated administration allows you to specify which users (based on role/profile) and custom objects (standard objects excluded) a delegated administrator can manage.

Answer: 3Create a new public group, and assign each user to this group. Specify the public group within the sharing criteria for each list view and the report folder.You would need to create a public group in order to share folder and list view access with individual users. Creating a public group would be ideal in this scenario regardless, as you would be able manage the list of users in a centralized fashion (instead of making the change on each list view or folder).

The operations team uses a field on account called "Delinquency Status" to indicate when an account is behind on payment. This field should be visible to only the following users:-The entire finance team-All sales managers-2 named users of the 75 sales repsWhat is the best way to implement this scenario?1. Grant field-level visibility to the Delinquency Status field to the finance team, sales manager, and sales reps via role.2. Grant field-level visibility to the Delinquency Status field to the finance team, sales manager, and sales reps via permission set.3. Grant field-level visibility to the Delinquency Status field to the finance team, sales manager, and sales rep profiles.4. Grant field-level visibility to the Delinquency Status field to the finance team and sales manager profiles. Grant field-level visibility to the Delinquency Status field to the two sales reps via permission set.

answer: 4Grant field-level visibility to the Delinquency Status field to the finance team and sales manager profiles. Grant field-level visibility to the Delinquency Status field to the two sales reps via permission set.As the entire finance team and all sales managers need access to the Delinquency Status field, granting this access at the profile makes sense (as this establishes the baseline for these users).The baseline for sales users would not include access to the field, however. Using permission sets to grant access to specific users in this scenario makes sense.

Customer service reps must be able to create cases, and edit cases that they own. However, they should not be able to view cases owned by any other users. Org-wide defaults for the case object must be set to which of the following?1. Public Read/Write2. Public Read Only3. Private4. Not Visible

answer: 3. PrivateIn order to restrict visibility to records that other users own, org-wide defaults must be set to private. 'Not Visible' is not a valid option.

answer: 1. Instruct Jim to manually share the account record.In this scenario, manual record sharing would allow Jim to easily share a single account record with Julie. If there were many record to share, then you might consider a sharing rule.

answer:2,4,5,62, Configure org-wide defaults for opportunity to private.4, Create a sharing rule: the outside sales team will be granted read access to opportunities owned by the inside sales team.5, Create a sharing rule: the outside sales team will be granted read access to opportunities owned by the outside sales team.6, Create two roles: one for the inside sales team and one for the outside sales team.For visibility to be restricted, org-wide defaults must be set to private. In order to specify sharing rules to grant access to users, those users should be logically separated by role (e.g. inside sales & outside sales).A sharing rule must be created to grant record access to the outside sales team to view the inside sales teams' records.A sharing rule must also be created to grant visibility to records within the same role (outside sales). When OWD is private, users cannot see records owned by other users in the same role.

answer: 5This scenario cannot be solved using only Salesforce security configuration.Field-level security and record-level security are completely independent. If a user has read access to the field, they can view the field on records they own and any other records they have read access to as well.In this scenario, I would create a formula field to display the contents of the Commission field ONLY if the user viewing the record was also the record owner (we'll get in to this later in the guide).Field-level security on its own cannot meet the needs in this use case.

ERD

Entity Relationship DiagramA picture of how your objects are related

ERD

Entity / Attribute / Primary key / Relationship / Cardinality

Entity

Represents a person, place, or thing that you want to track in a database. This will become a table in the database.Each occurrence of the entity is an "entity instance". This will be each record or "row" in a database.

Attribute

escribes various characteristics about an individual entity.These will be the columns in the table.

Primary Key / Indentifier

An attribute or group of attributes that uniquely identifies an instance of the entity.

Relationship

A verb is often used to describe the relationship

Cardinality

The count of instances that are allowed or are necessary between entity relationships.

foreign key

Field that points to the primary key of another record

one to many relationship

one record is related to many records via a direct link

Opportunity to Account is a _ to __ relationship.1. many, many2. many, one3. one, many4. one, one

answer: 2. many, oneMany opportunities can be associated to a single account. Therefore, Opportunity is a many to one relationship with Account.

PermissionSet to User is a _ to relationship.1. one, one2. many, one3. one, many4. many, many

answer: 4. many, manyA user can be assigned many permission sets. A permission set can be assigned to many users. Therefore, PermissionSet has a many to many relationship with User.

account (standard object)

Organization that you need to track, such as customer.Have related contacts, opportunities and cases.

Contact (standard object)

Individuals associated with your accounts.Have related cases.

Opportunities

Potential sales associated with your accounts.Make up your pipeline and forecastsAssociated with contacts

Case

Customer feedback, problems or questionsAssociated with accounts and contactsUsed to resolve issues

Solution

Descriptions of customer issued and resolutionsAssociated with cases

campaigns

Marketing projectsRelated leads and contacts show as campaigns membersHave related opportunities

Leads

Individuals interested in your products or services.Associated to campaign.Converted into accounts, contacts, and opportunities.

User Sharing allows an administrator to set the user object org-wide default (OWD) to private. This feature is enabled by default for orgs created after the Winter 14 Release. To enable this feature in an existing org, contact Salesforce.com support.User Sharing controls access to user records. You can usethe "View All Users" permission to grant a user Read access to all user records, regardless of the sharing settings. System administrators and users with the "Manage Users"permission automatically get the "View All Users" permission with User Sharing.

Manual sharing can grant read or edit access on an individual user, but only if the access is greaterthan the default access for the target user. Users inherit the same access as users below them in therole hierarchy. Apex managed sharing is not supported.

Users with the "Manage External Users" permission have access to external user records for PartnerRelationship Management, Customer Service, and Customer Self-Service portal users, regardless ofsharing rules or organization-wide default settings for User records. The "Manage External Users"permission does not grant access to guest or Chatter External users.

When the organization-wide default for the user object is set to Private, User Sharing does not fullysupport these features.â¢ Chatter Messenger is not available for external users. It is available for internal users only whenthe organization-wide default for the user object is set to Public Read Only.â¢ Customizable ForecastsâUsers with the "View All Forecast" permission can see users to whomthey don't have access.â¢ Salesforce CRM ContentâA user who can create libraries can see users they don't have accessto when adding library members.â¢ Standard Report TypesâSome reports based on standard report types expose data of users towhom a user doesn't have access. For more information, see Control Standard Report Visibility.

Explain who can delete records in Salesforce.

To delete a record, the user must have the "Delete" object permission (profile or permission set) and "Full Access" to the record. "Full Access" is typically granted to the record owner, users higher in the role hierarchy than the record owner, and system administrators.

What is a profile?

A profile is a collection of permissions and settings that is instrumental in determining a user's functional access (apps, tabs, object-level permissions), how information is displayed to the user (page layouts, record types, field-level security), and a wide range of other permissions. Each user must be assigned one profile.

What's the difference between standard and custom profiles?

Standard profiles are included with Salesforce. Object-level and user permissions cannot be changed on these profiles. Standard profiles cannot be deleted.Custom profiles are created by an administrator and can be fully customized. Custom profiles can be deleted.

When should I create custom profiles?

Generally speaking you'll want to create custom profiles prior to assigning users to profiles. As you have limited ability to change standard profiles, it is generally a best practice to assign all users (with the exception of the system administrator) to custom profiles.If users are assigned a standard profile and you later need to change their permissions (e.g. add read access to a custom object), you'd have to create a custom profile and then migrate all of those users to the custom profile.

Locale (Locale Settings)

Local determines how dates, times, numbers, and names are displayed.

Language (Locale Settings)

Language determines the language in the user interface and in Help & Training.

Time Zone (Locale Settings)

Time Zone determines the time zone used for event start and end times, and in Date/ Time fields.

What is a profile?

A collection of setting and permissions that determines what users can see in the use interface, and what they can do.

(Tab setting) Default off

Allows you to hide a tab by default. However, any users assigned to the profile can display it, if required.

Standard profile

All salesforce editions have standard profiles. Standard profiles cannot be edited and deleted.

Chatter free user

Access all standard Chatter people, profiles, groups, and files.

Chatter Moderator User

- Access same date as Chatter free users.- Activate/ deactivate other Chatter free users/ moderators.- Grant / revoke moderator privileges.- Delete posts and comments they can see.

Chatter external user

Access groups they've been invited to and interact with members of those groups.

Custom profile

- Available in Enterprise, Developer, and Unlimited Editions.- Created by System Administrators by modifying an existing profile.- Limited to 1500 per user license type.

More specific permission for managing users

- Give non-administrators specific user permissions to manage user certain settings, without giving them full access through the broad Manage Users permission.

System administrator

'Super use' - can customize and administer the application

Standard user

Can view and edit records + can access and delete their own records

Solution Manager

Standard user permission + can manage published solutions

Marketing User

Standard user permissions + can import leads for the organization.

Contract Manager

Standard user permissions + can edit, approve, activate, and delete contracts

Read- only

Can only view records

Settings determine what users can see in the user interface. Which of the following settings can be modified by a administrator? (select all that apply)- Apps- Custom Apps- Tabs- Run reports- Record type- Mass emails- Page layout- Create Leads- Fields

Answer: Apps, Tabs, Record type, Page layouts, and Fields can be modified by Administrator.

Answer: User's login hours & User's IP address- When a user tries to log in through the user interface, salesforce authenticates whether the user's profile has login hours restrictions or login IP range restrictions.

( Date access model) Public

- Users can read and edit any record for which they have been assigned the corresponding object permissions on their profile.- This is the default model in Salesforce

( Date access model) Privairate

- Users can only access records that they own,- Users cannot view records owned by other users in reports and search results.

( Date access model) Hybrid

- Is a combination of public and private access- Users can access: - Records that they own - Records of other users that are necessary for their job function.

Organization-wide-defaults set the default level of access users have to records they do not own.- True or False

Organization-wide-defaults set the default level of access users have to records they do not own, in each object.The role hierarchy, sharing rules, teams, and manual sharing are used to open up access to records. In order to access a record, users must also have the appropriate object permission on their profile or a permission set.

What is EMEA?

XXX later!

Organization-wide-defaults are set to private. Kathy is assigned the US Sales Director role, Jennifer is assigned the EMEA Sales Director role, and Phil to the US Sales Rep role.

Kathy can view and edit her own opportunities and Phil's as she is above Phil in the role hierarchy. Kathy will not be able to access Jennifer's opportunities because the role hierarchy does not give users in the same role or level access to each other's record.

These are 7 types of sharing rules.

Is based on who owns the account, or on selected criteria. Allows you to set default sharing access for accounts and their associated cases, contacts, and opportunities.

Is based on who owns the contact (must be associated with an account), or on selected criteria.Allows you to set default sharing access for individual contacts and their accounts.Cannot use with Territory Management and B2I (Person Account)enabled orgs.

Is available in Enterprise, Performance, and unlimited editions. Is based on who owns the opportunity, or on selected criteria. Allows you to set default sharing access for individual opportunities and their accounts.

Is available in Enterprise, Performance, and Unlimited editions. Is based on who owns the case or on selected criteria. Allows you to set default sharing access for individual cases and associated accounts.

Is available in Enterprise, Performance, and Unlimited editions. Is based on who owns the lead or on selected criteria. Allows you to set default sharing access for individual leads.

Is available in Enterprise, Performance, and Unlimited editions. Is based on who owns the campaigns or on selected criteria. Allows you to set default sharing access for individual campaigns.

Is available in Enterprise, Performance, and Unlimited editions. Is based on who owns the custom object or on selected criteria. Allows you to set default sharing access for individual custom object records.

Is available in Professional, Enterprise, Performance, Unlimited, and Developer edition.Is available for organizations that have enabled user sharing. Is based on group membership or on selected criteria. Allows you to set default sharing access for individual user record.

Answer: 2- Creating a public group and a sharing rule will allow the required collaborative access.

(Record type) What record type is used for records created through web to case?

Case use the default record type of the default case owner.

(Record type) What record type is used for records created through web to lead?

Leads use the default record type of the default lead owner.

(Record type) How can a user identify the record type of a record?

Administrator can add the Record Type field to page layouts.

(Record type) Do users always have to select a record type when creating new record?

NO. Users can choose to always use an object default record type as set on their profile.

Answer: Page LayoutThe page layout is used to make a field required.

Which statement are true about business process? (Select all that apply) 1- A business process will be available to users only when it is associated to with one or more record types and the record types are added to the user profile.2- Each record type is associated with one or more business process. 3- For opportunity objects, record types are created before business processes.4- Record types implement business processes through page layout.5- Record type help track sales lifecycles across divisions, groups, or markets.

Answer: - A business process will be available to to users only when it is associated with one or more records types and the record types are added to the user profile. Also, record types implement business process through page layout.

System data validation

involves setting simple field properties to ensure valid data entry. : Required field , Unique field

Custom Validation rules

allow you to enforce more complex conditions, involving one or more fields, specific to your business processes.

Which of the following statements are true about importing data using the Data import wizard? (Select all that apply)1- You can import accounts, contacts, leads, solutions, and custom objects using Data import Wizard.2- You can work with both records of data and metadata.3- Standard users can import up to 50000 accounts or contact records at a time4- Standard users can import up to 500 accounts or contact records at a time

Answer: 1 & 4-When you use the Data import Wizard to import data, you can import accounts, contacts, leads, solutions, and custom objects. Also, standard users can import up to 500 account or contact records at a time.

Identify the statement that define the data loader? (Select all that apply) 1- Can be used only to insert or extract Salesforce records.2- Can be used to insert, update, delete, or export Salesforce records.3- Can be used only to update and delete Salesforce records.4- Can be used to read, extract, and load data from CSV files.5- Can be used to read, extract, and load data from any Microsoft Office file.

Answer: 2 & 4- Data loader can be used to insert, update, delete, or export Salesforce records. It also reads, extracts, and loads data from CSV files.

Identify the statement that are true about deactivation of a user? (Select all that apply) 1- All records associated to the user are deleted from Salesforce.2- The user can continue to access Salesforce with his credentials.3- The integrity of historic data is maintained.4- The user is prevented from accessing Salesforce.5- Deactivation frees up a Salesforce user license.

Answer: 3,4,5-Deactivating user will never delete the work he has done on his accounts and records. It will only prevent logging in with his credentials and will free one user license in the organization.

For how many days will the Recycle Bin hold delete data? 1- 102- 53- 84- 15

Answer: 4 15days- The Recycle Bin will hold data for 15 days before permanently deleting it.

Standard report

- Built in- Stored in standard folders- Can be customized- Saved as custom reports since they can't be overwrritten

Custom report

- Can be built from scratch- Can be created by customizing standard report- Must be saved in a custom, personal, or unfiled folder

Tabular report

A simply list of records with no subtotals

Summary report

A list of report sorted into the groups with subtotals

Matrix report

Data summarized in a grid to compare related totals

What report format displays a list of records sorted into groups with subtotals?

Answer: Summary report- The summary report format displays a list of records sorted into groups with subtotals.

What is is determined by the running user of the dashboard?1- What data viewers of the dashboard will see2- Which users can access the score reports for the dashboard.3- Which users can refresh a dashboard4- Which users can access the dashboard

Answer: 1- The running user of the dashboard determines what data viewers of the dashboard will see. The running user can be fixed, dynamically set to the user viewing the dashboard, or selected by authorized users viewing the dashboard.

What types of dashboard components display the grand totals from the bottom of a report? (Select all that apply)1- Gauge2- Metric3- Table4- Chart

Answer: 3 Table and 4 Chart- Table and Chart components display data from the summary rows of a source report.

Access to a report is determined by the folder in which the report is stored.True or False

Answer: TrueUsers can only run reports stored in folders to which they have access.

What can be modified using the Report Options at the top of the summary report? ( Select all that apply)1- Time frame2- How the records are grouped3- The columns displayed4- The fields that are summarized

Answer: 1 & 2- From the report options, Rob can modify the time frame and how the records are grouped.

Which statement is not true for custom summary formulas?1- You can have a maximum of five on a report2- The formula can reference other summary formulas3- The calculation only applies to summary rows, not detail row.4- The formula can reference custom formula field in the data.

Answer: 2A custom summary formula cannot reference other formulas.

Which tasks can an administrator perform? ( Select all that apply)1- Run a report on Monday, and then schedule the same report to run every Monday for the next four weeks.2- Schedule a report to run only once a week from today.3- Schedule a report to be emailed to a recipient who is not a user4- Schedule a report to run at approximately 6 pm.

Answer: 1 & 2& 4An administrator can do all of these except schedule a report to be emailed to a recipient who is not a user.

Which type of reports can be used to create Dashboards?1- Standard2- Custom3- Standard opportunity4- Standard account

Answer: 2 CustomDashboard are created from custom reports.

If you add a chart component to a dashboard, you can choose between which of the following chart types? (Select all that apply)1- Horizontal bar2-Chronological timeline3- Vertical Column4- Line5- Pie

Answer: 1 & 3, 4,5-When adding a chart component to a dashboard, you can choose between Horizontal Bar, Vertical column, Line and Pie.

What are the two main parts of workflow?1- Actions and Time triggers2- Rules and Actions3- Email Alerts and Field updates4- Rules and Tasks

Answer:2- Rules and actions are the main parts of workflow.

When are workflow rules evaluated?1- Before a record is deleted2- When a record is created or updated3- After a record is created4- When a record is cloned

Answer: 2- Workflow rules are evaluated when a record is created or updated.

Match the workflow steps with their setup requirement...

Task- Select the subject, status, and priority.Email Alert- Select a templateField Update- Select a fieldRule - Set criteria

If a lead does not meet any of the criteria specified in the assignment rule, it will be assigned to the default lead owner. - True or False

Answer: True If a lead does not meet any of the criteria specified in the assignment rule, it will be assigned to the default lead owner.

The Web-to-Case feature has more template options than Web to Lead. True or False

Answer: TrueThe Web-to-Case feature has more template options than Web-to-Lead.

Customer Community

Business-to-consumer communities with large numbers of external users

Customer Community Plus

Business-to-business communities for support and non-sales scenarios, such as eCommerce

Partner Community

Business-to-business communities that need access to sales data such as partner relationship management

Partner or Customer Community Plus

1 millionï¼number of users)

Customer Community

10 millionï¼number of users)

Enterprise Edition

500,000/month (number of guest users)

Unlimited Edition

one million/month (number of guest users)

Public Groups

Public groups are created and maintained by administrators, and can be referenced in org-wide configuration (such as sharing rules).

Personal Groups

Personal groups are created and maintained by users, and can only be referenced in select configuration (such as Outlook contact synchronization).

SAML

Security Assertion Markup Language

Answer: 3You would need to create a public group in order to share folder and list view access with individual users. Creating a public group would be ideal in this scenario regardless, as you would be able manage the list of users in a centralized fashion (instead of making the change on each list view or folder)

The operations team uses a field on account called "Delinquency Status" to indicate when an account is behind on payment. This field should be visible to only the following users.>The entire finance team>All sales managers>2 named users of the 75 sales repswhat is the best way to implement this scenario?1- Grant field-level visibility to the Delinquency Status field to the finance team, sales manager, and sales reps via role.2- Grant field- level visibility to the Delinquency Status field to the finance team, sales manager, and sales reps via permission set.3-Grant field-level visibility to the Delinquency Status field to the finance team, sales manager, and sales rep profiles.4- Grant field-level visibility to the Delinquency Status field to the finance team and sales manager profiles. Grant filed-level visibility to the Delinquency Status filed to the two sales reps via permission set.

Answer: 4As the entire finance team and all sales managers need access to the Delinquency Status filed, granting this access at the profile makes sense (as this establishes the baseline for these users).The baseline for sales users would not include access to the field, however. Using permission sets to grant access to specific users in this scenario makes sense.

Customer service reps must be able to create cases, and edit cases that they own. However, they should not be able to view cases owned by any other users. Org-wide defaults for the case object must be set to which of the following?1- Public Read/Write2-Public Read Only3-Private4-Not Visible

Answer: 3 PrivateIn order to restrict visibility to records that other users own, org-wide defaults must be set to private.'Not Visible" is not a valid option.

Answer; 1In this scenario. manual record sharing would allow Jim to easily to share a single account record with Julie. If there were many record to share, then you might consider a sharing rule.

Answer: 2, 4,5,6For visibility to be restricted, org-wide defaults must be set to private. In order to specify sharing rules to grant access to users, those users should be logically separated by role (e.g. inside sales & outside sales).A sharing rule must be created to grant record access to the outside sales team to view the inside sales teams' records.A sharing rule must also be created to grant visibility to records within the same role (outside sales). When OWD is private, users cannot see records owned by other users in the same role

Answer: 5Field-level security and record-level security are completely independent. If a user has read access to the field, they can view the field on records they own and any other records they have read access to as well.In this scenario, I would create a formula field to display the contents of the Commission field ONLY if the user viewing the record was also the record owner (we'll get in to this later in the guide).Field-level security on its own cannot meet the needs in this use case.

(From data model section)Opportunity to Account is a to relationship.1- Many, Many2-Many, One3-One, Many4-One, One

Answer: 2 Many, OneMany opportunities can be associated to a single account. Therefore, opportunity is a many to one relationship with Account.

(From data model section)Permission Set to User is a _ to relationship.1- One, One2-Many, One3-One, Many4-Many, Many

Answer: 4 Many, ManyA user can be assigned many permission sets. A permission set can be assigned to many users. Therefore, PermissionSet has a many to many relationship with User.

Answer: 1

Answer: 4

When deciding on the right time to migrate to Lightning Experience, a good strategy is to:1-Learn about Lightning Experience and immediately enable it for your company.2-Learn about Lightning Experience, review the comparison charts, and conduct a gap analysis.3-Turn on Lightning Experience for your users so they can learn on the job.4-Turn it on randomly for users and shout "Surprise!" (confetti optional).

Answer; 2

Answer; 3

Answer: 2Under 'Other Items" in the App Launcher.

What's new about the Setup tree in Lightning Experience?1-Quick Find feature.2-Gives you access to your organization settings.3-Reorganized node structure.4-Requires you to memorize click paths to find things.

Answer: 3Reorganized node structure.

Answer: 5All of the above

Answer: 2A custom button/link would be a great solution to this issue, especially if could pass through the account number from Salesforce, as this would save Mary from copying and pasting account numbers.

The current configuration in your org is as follows:Org-wide defaults for the lead object is set to Public Read/Write.The Lead tab is included in the Call Center standard application. Two profiles have been configured:Call Center Agent: No object-level permission to lead object, assigned one application (Call Center), lead tab is set to "Tab Hidden".Call Center Agent w/Lead Gen: CRE (Create, Read, Edit) permission to lead object, assigned one application (Call Center), lead tab is set to "Default Off". Mark is assigned the Call Center Agent profile. Bill is assigned the Call Center Agent w/Lead Gen profile. Neither has customized their application tabs.Who will see the lead tab displayed on the top navigational bar? Who can select the lead tab by viewing all tabs?1- The leads tab will be displayed to both users along the top navigational bar.2- The lead tab will be displayed along the top navigational bar to Bill. The lead tab will not be displayed and cannot be selected by Mark (even by viewing all tabs).3- The leads tab can be selected by Bill when viewing all tabs, but will not be displayed along the top navigational bar. The lead tab will not be displayed and cannot be selected by Mark (even by viewing all tabs).4- The leads tab will not be displayed and cannot be selected by either user (even by viewing all tabs).

Answer: 3Mark's profile does not have access to view the lead object, and the lead tab is hidden. Either of these would mean that Mark cannot select the lead tabs (even when viewing all tabs).Bill's profile has access to view the lead object, and the tab is set to Default Off. This means that Bill can select the tab when viewing all tabs, but it is not displayed even when included in applications. In order for the tab to be displayed along the top navigational bar, the lead tab within Bill's profile would need to be set to Default On.The org-wide default of the lead object does not have any influence in this scenario.

The marketing and sales teams in your organization would like information displayed on the opportunity in slightly different ways. Both teams should have access to the same information, but marketing would like lead source displayed near the top of the page, while the sale team would like lead source near the bottom. How can this be configured in Salesforce?1- Configure two different page layouts and instruct users to select the appropriate layout.2- This requirement cannot be met with standard Salesforce configuration.3- Configure and assign a single page layout for both groups. Configure the layout to display as appropriate based on the user's profile.4- Configure and assign two different page layouts: one for marketing and one for sales.

Answer: 4To control how information is displayed on the page, use a page layout. If the groups want information displayed in very different ways, then a page layout for each group would be appropriate. Users cannot select their page layout; administrators assign page layouts per profile (and record type, if in use).

The sales team should be able to read the custom field Account Tier on accounts, while the marketing team should not be able to view or report on this field. Both teams would like the information on the account page displayed in the same fashion. How should this be configured?1-Configure one page layout for both sales and marketing, and remove the Account Tier field.2-Configure two page layouts: one for marketing, one for sales. Add the Account Tier field to the sales page layout, remove the field from the marketing page layout. Assign each layout accordingly.3- Configure one page layout for both departments, add the Account Tier field. Set field-level security on the Account Tier field to read-only for sales, hidden for marketing.4- Configure two page layouts: one for marketing, one for sales. Add the Account Tier field to the sales page layout, remove the field from the marketing page layout. Assign each layout accordingly. Set field-level security on the Account Tier field to read-only for Sales, hidden for marketing.

Answer: 3Configure one page layout for both departments, add the Account Tier field. Set field-level security on the Account Tier field to read-only for sales, hidden for marketing.

Which of the following must be completed in order for a user to access the Lightning Experience? (Select 2)1-The Lightning Experience must be enabled for the org.2-The user must access Salesforce from a mobile device.3-The "Lightning Experience User" permission must be granted to the user.4-The user must select the Lightning Experience application in Salesforce.

Answer: 1, 3The Lightning Experience must be enabled in the org, and the user must be assigned the "Lightning Experience User" permission (via profile or permission set) to access the Lightning Experience. Lightning Experience is not a standard Salesforce application, and the Lightning Experience can be accessed via desktop browsers.

You are the Salesforce administrator for your organization, which uses a custom picklist field on account called "Partnership Status" to indicate the engagement level with each of your partners. The valid options for this picklist field are:GoldSilverBronzeNoneThe picklist value "Platinum" was removed as this tier was re-branded as "Gold" two weeks prior. However, you notice several records that still contain the value "Platinum" in the "Partnership Status" field. What would explain the existence of records with the "Platinum" value? (Select 2 answers)1-Users manually typed in the value "Platinum" after the picklist value was removed.2-Data is being created or updated with the value "Platinum" through the API.3-Instead of renaming the picklist value "Platinum" to "Gold", the administrator created the "Gold" picklist value and deleted the "Platinum" picklist value without updating the existing records.4-Picklist values can be selected by users for up to 15 days after they are deleted.

Answer: 2 &3 Users can only select valid picklist options in the user interface.Data within picklist fields is not validated through the API. This means that an administrator could load data with the value "Platinum" through the data loader. An integration could do the same.An administrator could have added the value "Gold", and removed the value "Platinum" without making any changes to the existing data. However, had the administrator simply renamed "Platinum" to "Gold" the values within records would have been updated automatically.

What is the lowest value a custom field of type percent (2,1) can display? 1- 0% 2- -999% 3- -99.9% 4- -.999%

Answer: 3Numeric fields in Salesforce can store negative values. Percent fields are treated just the same as any other numeric field.For instance, the value "99.9" would be displayed as "99.9%". Therefore the lowest possible value be "-99.9%".

The VP of Sales would like to add formatting (underline, bold, etc.) and images to content within the standard field "Description" field on account. This will allow sales reps to add more descriptive elements (logos, etc.) about the accounts that they manage. How could you implement this change as a system administrator?1- Change the field type of the standard field "Description" to Text Area (Rich).2- Add a new Text Area (Rich) field, and migrate data in the current "Description" field to the new field.3- Change the field type of the standard field "Description" to Text Area.4- Add a new Text Area field, and migrate data in the current "Description" field to the new field.

Answer: 2You cannot change the field type of standard fields; creating a new field would be required. Text Area (Rich) fields allow users to enter formatting and images.

Which of the following field types CANNOT be created by a Salesforce administrator?1- Date2-URL3-Text Area (Rich)4-Text (Encrypted)5-Integer6-Checkbox

Answer: 5 (æ´æ°ï¼An integer in Salesforce is represented by a numeric field type with no decimal places.

What is the difference between a workflow rule and an Approval Process?1- Approval process are manually submitted to be activated, while workflow rules are automated.2- Workflow Rules are manually submitted to be activated while Approval process are automated.3-Approval Processes are manually or automatically submitted to be activated while workflow rule are manually submitted.4- Workflow rules are automatically submitted to be activated while Approval Processes are manually submitted.

Answer: A

What is the file storage limit in Salesforce? (Check all that apply)1- 5MB2- 200MB3- 1GB4- Unlimited

Answer:3

What standard files are created with every custom object?1- Created By, Currency, Division, Last modified by. Name, Owner2-Object ID, created By, Currency, Division, Last modified by. Name, Owner3- Users can define the standard fields to be created in a custom objects4- None of the above

Answer: 1

How many external ID's can you have per object?1- 102- 53- 34- 1

Answer: 3

How many custom fields can you have per object in EE?1- 5002- 10003- 500004- Unlimitted

Answer: 1

Search setting can be configured for your organization.True or False

Answer: True- Enable object Drop-Down list for Sidebar Search- Enable 'Limit to Items I own' Sidebar Search Checkbox- Number of search Results Displayed Per object- Lookup Setting (enhanced lookup auto-completion)

Custom objects records store information that is unique and important to you and your organization.For example, your organization may use a custom object called 'Quotes' to store data for your company's sales quotes. However, you cannot use custom objects for custom applications, such as tracking software enhancements in a development life-cycle.True or False

Answer: FalseCustom objects records store information that is unique and important to you and your organization. For example, your organization may use a custom object called 'Quotes" to store data for your company's sales quotes. YOU CAN also use custom objects for custom applications, such as tracking software enhancements in development life-cycle.

What are the storage limits for UE?1- 200MB Data Storage & 1000 MB file Storage per User2- 1GB Data Storage& 1 GB File Storage or 20MB Data Storage& 100MB file storage per User3- 2GB Data storage & 4 GB file storage4- 1GB Data Storage & 1 GB File Storage or 120MB data storage & 100MB File Storage per User

Answer: 4

What is the maximum number of Suggested solutions that can be displayed?1- 12- 43- 84- 10

Answer: D

Answer: True

The system Administrator has been asked to ensure an email goes out to Sales Ops when an opportunity is closed notifying them of the closed deal. What evaluation criteria will the system admin use for the workflow rule?1- when a record is created2- when a record is created or updated3- when a record is created or updated and didn't previously meet the trigger criteria4- None of the above

Answer: C

Queues can be made up of the following 1- Users2- Public Groups3- Roles4- Profiles 5- External Chatter Users

Answer: 1, 2, 3Users and Public Groups and Roles

Answer: 1, 2, 3

Which objects support business processes?1- Opportunity2-Leads3- Campaign4- Accounts5- Solutions6- Cases7- Contacts

Answer: Opportunity and Leads and Solutions , Cases

Which of the following are actions triggered by workflow rules?1- Email2- Task3- Field update4- Record update5- Record creation6- Outbound message7- Time trigger

Answer: Email, Task, Field update , Outbound message

7 Standard Objects

1. Accounts, 2 Contacts, 3 Opportunities, 4 Cases, 5 Solutions, 6 Campaign, 7 Leads

EMEA

Europe, the Middle East and Africa

APAC

Asia pacific

LATAM

Latin America

APAC: East Asia, Oceania, Southeast Asia ii. EMEA: Africa, Europe, Middle East, UK + Ireland iii. LATAM: Caribbean, Central America, South America iv. US: Midwest US, Northeast US, Southeast US, Southwest US, West US v. Canada: Northern Canada, Mountains and the West, The Prairies, Central Canada, East Coast

-

Data Import : Best practice

- Create any necessary field prior to the import- Clean up data prior to import- Export any necessary record ID fields.- Prepare and upload a test batch- Do not perform updates to existing records during normal business hours.- Turn off workflow rules before running any import. update. or upsert operation.

Data Import Wizard

you can- import fewer than 50,000 records- prevent duplicates when importing new records- choose whether or not to trigger workflow rules

Apex Data Loader

you can- Load up to 5,000,000 records- Load objects such as products or opportunities- Schedule imports- Save mappings for later use- Export or delete data

Quotes & Opportunities are part of which cloud product?1- Sales Cloud2- Service Cloud3- Marketing Cloud4- Analytics Cloud

Answer: 1- Sales Cloud

A user can save a record even if a data validation error massage appears.True or False

False

Workflow cannot be triggered upon import?True or False

False

Which of the following fields CANNOT be a controlling field for Dependent picklists?1-Custom multi-select picklist2-Standard Checkbox3-Custom Picklist4-Standard Picklist5-Custom Checkbox

Answer: 1

Fields which are hidden using field-level-security are still subject to validation rules?True or False

True

What are the ways leads can be captured with salesforce? (Choose two answers)1- Web to Lead2- Lead Import3- Lead Assignment4- Email to Lead

Answer: 1,2Web to Lead,Lead Import

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

True

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

True

Which statements about custom summary formulas in report is true?1- Custom summary formulas can reference a formula field within a report2- Custom summary formulas can be used in a report built from a custom report type3- Reports can be grouped by a custom summary formula result4- Custom summary formulas can reference another custom summary formula

Answer: 1&2

Which profiles listed are a standard profiles? Select all that apply1- Invoice Manager2- Standard User3- Contact Manager4- Marketing User

Answer : 2,3,4Standard UserContact ManagerMarketing User

If the Org Wide Default is public read/write, what feature in Salesforce is needed to restrict access to that object?1- Profile2-Role Hierarchy3-Record Type4-Page Layout

Answer: 1 Profile

What type of report cannot be used to populate a chart in dashboard?1- Matrix2- Summary3- Tabular

Answer: 3 Tabular

Answer: True

To tract revenue gain or loss based on currency fluctuations(å¤åï¼, you must implement what feature?1- Sandbox2- Multi-Currency3- Advanced Currency Management4- Territory Management

Answer: 3 Advanced Currency Management

What is conditional(æ¡ä»¶çãªï¼highlights depending on a thresholdï¼ãããå¤ï¼? (Select all that apply)1- Shows you visual highlights depending on a threshold2- You can set conditions that when met, will report the calculated fields3- Lets you make calculations on custom fields4- Users can highlight particularly interesting parts of a report

Answer: 1

Answer: Except for 21 Custom Object Sharing Rules3 Lead Sharing Rules4 Case Sharing Rules5 Account Sharing Rules

Answer: 2

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

Answer: True

You can restrict a profiles view to a certain field by using which feature?1- Profiles2- Roles3- Permission Sets4- Field-Level-Security

Answer: 4Field-Level-Security

What is a roll-up summary field?1- A roll-up summary field is a custom field that aggregates child record information into the parent record2-The roll-up summary field is accessible via the API3-A roll-up summary field lets you rollback the data that was changed last week4- The roll-up summary field gives you a summary of the data type and object relationship.

Answer: 1

A customer service manager would like to automatically assign cases to the most appropriate agent to handle the request. What feature could be used?1-Web to Case2-Case Assignment Rules3-Case Escalation Rules 4-Email to Case

Answer: 2 Case Assignment Rules

Answer: 2 Sharing Rules

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?1-Summary2-Tabular3-Matrix4-Jointed

Answer: 2 Tabular

You can make fields visible, read-only, and required using Page LayoutsTrue or False

Answer: True

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 use1-Tabular2-Mailing3-Matrix4-Summary

Answer: 1 Tabular

When converting a lead, what values are transferred to the Opportunity?1- Stage= First stage in list2- Amount=Lead Amount3- Close Date=Today4- Close Date=Last day in fiscal quarter

Answer: 1, 4

When are Data validation Rules Enforced?1- Upon opening a record2- Upon closing the record3- Upon editing 4- Upon saving a record

Answer: Upon saving a record

How do you delete a user?1- Going to their profile and clicking the delete button2-You cannot delete a Salesforce User3-Using an external application4-Deleting all information from their profile.

Answer: 2 you cannot delete a Salesforce User

A sales manager would like to view a dashboard from the perspective(è¦ç¹ï¼ of different users and switch between users without editing the dashboard, how would an administrator enable this?1-Grant the sales manager the `Drag and Drop Dashboard builder` permission.2-Create the dashboard as a dynamic dashboard3-Grant the sales manager the `Manage Dynamic Dashboards`permission.4-Grand the sales manager the `View my Teams Dashboard` permission

Answer: 2, 4

What is a Bucket Field?1-Used to group multiple workflows2-A custom field that can be created to store a finite amount of values3-Used in reports to categorise and group report values.4-A custom field that can be created to group values

Answer: 3

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

Answer: True

Field Level Security or Page layout can be used to make a field requiredTrue or False

False

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

True

When are Data validation Rules Enforced?1- Upon editing a field2- Upon opening a record3- Upon saving a record4- Upon closing the record

3Upon saving a record

What is true about dynamic dashboards:1- A dynamic dashboard will show data according to the user's security settings2- A dynamic dashboard will refresh automatically several times a day3- In dynamic dashboards, the source reports used can vary according to the user4- If a user wants to customise the dashboard, they should use a dynamic dashboard

1

Can you uninstall an App Exchange application once it has been deployed?Yes or No

Yes

Which of these objects can you map a field to on lead conversion?1- Cases2- Contacts3- Account4- Opportunities

2,3,4ContactsAccountOpportunities

What is conditional highlighting for reports?1. Shows you visual highlights depending on a threshold2. Lets you make calculations on custom fields3. You can set conditions that when met, will report the calculated fields4. Users can highlight particularly interesting parts of a report

1Shows you visual highlights depending on a threshold

Workflow cannot be triggered upon importTrue or False

False

1. Profiles

You can restrict a profiles view to a certain field by using which feature?1. Permission Sets2. Field Level Security3. Roles4. Profiles

2. Field Level Security

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?1. Matrix2.Summary3. Joined4. Tabular

4. Tabular

1. Case Sharing Rules2. Account Sharing Rules3. Lead Sharing Rules5. Custom Object Sharing Rules

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?1. Create the dashboard as a dynamic dashboard2. Grant the sales manager the "Drag-and-Drop Dashboard builder" permission3. Grant the sales manager the "Manage Dynamic Dashboards" permission4. Grant the sales manager the "View my Teams Dashboard" permission

1. Create the dashboard as a dynamic dashboard4. Grant the sales manager the View my Teams Dashboard permission.

Formulas IGNORE Field Level Security settingsTrue or False

True

You can use standard reports when creating Dashboards?True or False

False

Gauge and metric dashboard component types are based on what from a report?1. Sum2. Chart3. Grand Total4. Average

3. Grand Total

Where can you make a field required? (Select all that apply)1. Field Edit page2. Validation Rules3. Record Type4. Page Layouts5. Workflow Rule

1. Field Edit page2.Validation Rules4.Page Layouts

A Sales Manager would like to get a report of opportunities grouped by sales stage. What kind of report meet this requirement:1. All Salesforce Reports2. Summary3. Tabular4. Matrix

3. Summary

To track revenue gain or loss based on currency fluctuations, you must implement what feature?1. Advanced Currency Management2. Sandbox3. Territory Management4. Multi-Currency

1. Advanced Currency Mangement

A roll-up summary field requires a Master Detail relationshipTrue or False

True

Which of these is not a Salesforce feature?1. Email to Lead2. Web to Case3. Web to Lead4. Email to Case

1. Email to Lead

Which statements about custom summary formulas in reports is true?1. Reports can be grouped by a custom summary formula result2. Custom summary formulas can reference another custom summary formula3. Custom summary formulas can reference a formula field within a report4. Custom summary formulas can be used in a report built from a custom report type

3. Custom summary formulas can reference a formula field within a report4. Custom summary formulas can be used in a report built from a custom report type

How many objects may be imported or updated using the data loader in one operation?1. 12. 53. 104. Unlimited

1.- '1'

The Sales Director wants to be alerted to deals that are greater than $1,000,000. Which tools can you use to achieve this?1 .Create a report and monitor it daily2. Workflow - Create a workflow to send an email if an Opportunity amount is great than 1,000,0003. Big Deal Alerts4. Ask the Sales Director to create a list view which shows Opportunities greater than 1,000,000

2. & 3.

A customer service manager would like to automatically assign cases to the most appropriate agent to handle the request. What feature could be used?1. Case Escalation Rules2. Web to Case3. Case Assignment Rules4. Email to Case

3. Case Assignment Rules

How do you delete a user?1. Going to their profile and clicking the delete button2. Deleting all information from their profile.3. You cannot delete a Salesforce User4. Using an external application

3. You canot delete a Salesforce User

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

True

What can an email template contain?1. Attached File2. Macro3. Text4. Merge Field

1. Attached File3. Text4. Merge Field

What is a Bucket Field?1. A custom field that can be created to store a finite amount of values2. Used to group multiple workflows3. Used in reports to categorize and group report values4. A custom field that can be created to group values

3. Used in reports to categorize and group report values

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

True

Which of these actions can be triggered from a Workflow?1. Create Object, New Task, Email Sent,2. Field Update, Email Sent, APEX Trigger, New Task3. Field Update, New Task, Email Sent, Outbound Message4. Email Sent, Field Update

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

What is a Junction Object?1. A standard object2. An object type to connect external web services3. A Many-to-Many relationship created with two lookup master-detail relationship4. A Many-to-Many relationship created with two lookup relationships

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

Quotes & Opportunities are part of which cloud product?1. Service Cloud2. Marketing Cloud3. Sales Cloud4. Analytics Cloud

3. Sales Cloud

An Approval Process begins when a record is..1. Created2. Saved3. Edited4. Submitted for Approval

4. Submitted for Approval

What is a roll-up summary field?1. A roll-up summary field lets you rollback the data that was changed last week2. The roll-up summary field is accessible via the API3. A roll-up summary field is a custom field that aggregates child record information into the parent record4. The roll-up summary field gives you a summary of the data type and object relationship.

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

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

False

When converting a Lead, what values are transferred to the Opportunity?1. Amount = Lead Amount2. Stage = First stage in list3. Close Date = Today4. Close Date = Last day in fiscal quarter

2. Stage= First stage in list4. Close Date = Last day in fiscal quarter

You want to give a profile access to a custom object. What would be the best way to do this?1. Clone a standard profile and grant additional access2. Create a permission set and assign it to relevant users3. Create a new profile and grant access4. Edit a standard profile

1. Clone a standard profile and grant additional access

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

Why should you consider using the Import Wizard over the Data Loader?1. If you require some De-Duplication2. If you need to import more than 1,000,000 records3. If you need to import to custom objects only4. You need field auto-mapping functionality

1. If you require some De-Duplication

Data loss can occur when changing fields from the following types (choose all that are correct)1. Changing from a Number field to a Text field2. Changing from a multi-select picklist to any other type3. Changing from a checkbox to any other type of field4. To a Number field from any other type of field

2. Changing from a multi-select picklist to any other type3. Changing from a checkbox to any other type of field4. To an Number field from any other type of field

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

True

If the Org Wide Default is Public Read/Write, what feature in Salesforce is needed to restrict access to that object?1. Record Type2. Role Hierarchy3. Page Layout4. Profile

4. Profile

Standard picklist fields CANNOT be dependent fields.True or False

TrueCANNOT

Field Level Seurity or Page Layout can be used to make a field requiredTrue or False

FalseCANOT

What permissions are needed to import leads and contacts to a Campaign?1. Marketing user checkbox on user.2. Marketing user profile3. Marketing User permission set4. Marketing user checkbox & profile

4. Marketing user checkbox & profile

You can make fields visible, read-only, and required using Page Layouts.1. True2. False

True

A user can save a record even if a data validation error message appearsTrue or False

True

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:1. Summary2. Tabular3. Matrix4. Mailing

2. Tabular

Which of the following fields CANNOT be a controlling field for Dependent Picklists?1. Standard Picklist2. Custom Multi-Select Picklist3. Standard Checkbox4. Custom Checkbox5. Custom Picklist

2. Custom Multi-Select PIcklist

All of the following objects may have a queue EXCEPT1. Cases2. Leads3. Accounts4. Custom Objects

3. Accounts

What type of report cannot be used to populate a chart in a dashboard?1. Summary2. Tabular3. Matrix

2. Tabular

Which of the following are standard Salesforce Objects?1. Contract2. Opportunity Product3. Ticket4. Pricebook

1. Contract2. Opportunity Product4. Pricebook

Which profiles listed are a standard Profile? Select all that apply1. Standard User2. Marketing User3. Invoice Manager4. Contract Manager

1. Standard User2. Marketing User4. Contract Manger

What are the ways leads can be captured with Salesforce? (Choose two answers)1. Email to Lead2. Lead Import3. Lead Assignment4. Web to Lead

2. Lead Import4. Web to Lead

What should a system administrator consider before importing a set of records into Salesforce?1. The import file should include a record owner for each record2. Data should be de-duplicated in the import file prior to import3. Currency field values will default to the personal currency of the record owner4. Validation rules are not triggered when importing data using the import wizard

1. The import file should include a record owner for each record2. Data should be de-duplicated in the import the prior ro import

4. When the sharing model for the object is private or public read only

What is the maximum number of Components available on a Dashboard?1. 52. 103. 204. 50

3. 20 components

A customer service manager would like to automatically assign cases to the most appropriate agent to handle the request. What feature could be used:1. Case Assignment Rules2. Email to Case3. Case Escalation Rules4. Web to Case

1. Case Assignment Rules

An Administrator has created two picklist fields, Car Manufacturer and Model. Is it possible to relate the fields so that the choice selected from the Manufacturer picklist changed the choices in the Model picklist?1. No, because they are custom fields.2. Yes, the Manufacturer is the dependant picklist and the Model is the Controlling Picklist3. Yes, the Manufacturer is the controlling picklist and the Model is the dependant picklist4. This cannot be done with picklists.

3. Yes, the Manufacturer is the controlling picklist and the Model is the dependant picklist.

If a user is working in Salesforce when the login hours end. what happens?1-a warning message is displayed and the user is logged out immediately2- The user can continue working but no new users can login3- The user can continue viewing the page they are currently on, but if they take further action or navigate to a new page they will be logged out.4- The user can continue working with no impact.

3The user can continue viewing the page they are currently on, but if they navigate to a new page, they will be logged out and a message displayed: Your login attempt has failed. The username or password may be incorrect, or your location or login time may be restricted. Please contact the administrator at your company for help.

What of the following is NOT true about fiscal year settings;1- If you enable custom fiscal years you cannot disable it2- Customizable Forecasting works with custom fiscal year3- Custom fiscal year impact forecasts, reports and quotas4- Once defined, a custom fiscal year cannot be modified

4Standard fiscal years can start on the first day of any month

4Login hours are specified at the profile level.

A user would like to change the language that the user interface is displayed in. How can the administrator accomplish this? There are 2 correct answers.1- The administrator changes the Default Language setting in the Company Profile.2- The administrator advises the user to change the language setting in the user's Personal information3- The administrator changes the Locale for the user4- The administrator changes the language setting for the user.

2, 4Updating the language setting in the user record or in the user personal information will result in the user interface and the help language changing.

What do you need to consider before enabling the Domain feature. There are 2 correct answers.1- After the new domain has been deployed, it cannot be reversed.2- Visualforce page URL's will change3- My Domain cannot be used in a sandbox environment4- Users will not be able to logon from https://login.salesforce.com

1, 2My domain is available for sandbox environment and users still have the option to login from login. salesforce.com unless it has been prevented.

A user is having trouble resetting their password. The default security setting have not been changed. Which 2 of the following would you advise?1- You need to enter at least eight characters for your password.2- You are required to have at least one character and one number for your password.3- You cannot use one of your last four passwords when you reset.4- Your password hint question should not contain your password.

1, 2

A customer has 7 million records that need to be loaded into Salesforce. How would you suggest to load these records?1- Data Loader2- Use a third party data loading tool3- Data Import wizard4- It is not possible to load 7 million records.

2 Use a third party data loading toolSalesforce suggests that Data Loader can be used for loading up to 5,000000 records. The import wizards can be used to load up to 50,000 records.

You would like visitors to your public site to be able view knowledge base content. What do you need to do to enable this?1- Nothing. this is enabled by default.2- Install an app from the App Exchange3- Enable external knowledge access in profile settings.4- Build a custom solution to expose knowledge content to a public site.

2To make knowledge content available to a public knowledge base, the sample public knowledge base, the Sample Public knowledge Base for Salesforce knowledge app needs to be installed from the AppExchange. Creating a public knowledge base also requires Site and Visualforce.

Which of the following is true regarding group tasks:1- The same task is assigned to all members of the group.2- Each member of the group is assigned a copy of the task.3- Group tasks can only be created for personal groups.4- Group task functionality must be enabled for your organisation.

2- Each member of the group is assigned a copy of the task.When creating a task, multiple users can be assigned the task. Up to 100 users can be assigned an independent copy of the task.

When creating a group task in Salesforce, an individual copy of a task can be assigned to as many as ______ users.1- 1002- 253- 104- 200

1- 100A group task can be assigned to up to 100 users and each are assigned an independent copy of the task.

Shared Activities lets users relate events to how many contacts?1- 52- 103- 204- 50

4- 50

How many contacts on your Shared Activities contact can you make as primary contact?1- 12-23-34-4

1- 1Only one contact can be marked as the primary. You must designate one contact as the primary contact on the activity. If you delete the primary contact, the next contact on the activity's related list becomes the new primary contact. Or you can manually edit the activity to select a primary contact. Lists and reports display primary and secondary contacts differently.

Salesforce supports the following report formats except for 1- Custom2- Jointed3- Tabular4- matrix

1- CustomSalesforce supports 4 report formats: TabularSummaryMatrixJointed

Report can consist of the following except for 1- Data Sorting Parameters2- Data filters3- Groupings4- Graphs

1- Data sorting ParametersThere is no sorting parameter specified in a report. Once a report has been run, the columns can be sorted by clicking on the columns heading.

A BlueSky 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.1- Tabular2- Summary 3- Mailing 4- Matrix

1- TabularTabular reports are simple list of records with selected columns.

A user would like a report that includes data from Accounts and custom object. What should the administrator do?1- Create a jointed report and join accounts and the custom object.2- Create a matrix report3- Define a new report type that includes account and the custom object4- Create a summary report

3- Define a new report type that includes account and the custom objectA custom report type is required.

Regarding the refresh of dashboards, mark all that apply.1- A dashboard is refreshed each time it is displayed.2-A user can refresh the dashboard on demand by clicking the refresh button.3-A dashboard can be scheduled to refresh automatically at specific times.4- After a scheduled dashboard refresh, it can be emailed automatically to a group of users.

2, 3, 4Dashboard are not automatically refreshed. They can be manually refreshed or a refresh can be scheduled daily, weekly or monthly.

What is true about dynamic dashboards1- A dynamic dashboard will refresh automatically several times a day.2- A dynamic dashboard will show data according to the user's security settings.3- If a user wants to customize the dashboard, they should use a dynamic dashboard.4- In dynamic dashboards, the source reports used can very according to the user.

2- A dynamic dashboard will show data according to the user's security settings.Dynamic dashboards enable each user to see a personalized view of the data using only data they have access to.

What is true about the running user for a dashboard1- The dashboard will only use display for the running user2- The running users security settings will determine the data that is displayed3- If a user drill down into a source report, the report will display data based on the running user's security setting.4- The running user can be change on the dashboard view page by authorized users.

2, 4

A dashboard shows data from source reports in the form of visual components. These components could be all except for.1- Charts2- Visual Force pages3- Gauges4- Custom Report Types

2, 4Dashboard components can be charts, gauges, tables, metrics, or other components that can be created with VisualForce.

4Chatter include Chatter messenger, but chat is limited to users within an organization.

2Chatter message let you have secure private conversations with other Chatter users.

3In private chatter groups, only group members can see and add posts, comments and files.

What do case queues help you with?1- Helps you manage your support workload2- Helps you manage distribution of leads3- Helps you manage the distribution of service contracts4- Helps you manage the distribution of custom object records

1

A customer service manager would like to automatically assign cases to the most appropriate agent to handle the request. What feature could be used.1- Case Escalation Rules2- Case Assignment Rules3- Email to Case4- Web to Case

2Case assignment rules can be used to automatically assign cases to users or queues.

Which statement about Case Assignment Rules is correct1- Multiple assignment rules can be active2- A case can be assigned to a user, queues, or role3- A case assignment rule entry can include formula rule entries.4- The assignee will automatically get an email notification when the case is assigned to them.

3A case assignment rule entry can include formula rule entries.

What are the ways leads can be captured with Salesforce?1- Web to Lead2- Email to Lead3- Lead import4- Lead Assignment

You can capture leads directly from your website using Web to lead. With Web to lead, you can capture up to 500 leads per day. Administrators and users with (import Leads) permission can import a file of up to 50,000 leads via the data import wizard in Setup.

What is true regarding when a lead is converted?There are 2 correct answers.1- The lead is visible in the leads tab with a status of ' converted'.2- The owner of the records created can be selected at the time of conversion.3- The opportunity name is generated automatically.4- Opportunities are always created for converted leads.

2, 3Converted leads are no longer visible in the leads tab, but can be reported on. If an opportunity is created, the name must be entered. Information from the lead will not overwrite existing contact data.

1, 2, 3

What is the purpose of web to lead auto response rules?1- Ensure an email is sent to every lead created.2- Ensure an email is sent to each lead captured from a web form.3- Allow different auto response emails to be sent based on lead attributes.4- Allow the lead to determine if they want an email confirmation of their product interest.

3

Which of the following are correct regarding Campaign Management?1- Campaigns can be grouped together in a hierarchy.2- Campaign members can be added from reports.3- Campaign members can be added from a contact or leads list view.4- Campaign status can be updated automatically for email campaign.

1, 2, 3

What does the campaign update wizard do 1- Updates all active campaigns2- Uploads a list of names and adds to a campaign3- Update the member status for existing contacts and leads and adds new contacts and leads to campaign if they do not exist.4- Updates the response for all existing leads

3

1, 2

What is the best way to execute an email campaign1- Use the mass email functionality and reference the campaign id2- Use a 3rd party email application3- Export the campaign member list and do a bulk email4- Email campaigns should not be recorded in Salesforce

2 Use a 3rd party email application

What is not true regarding Campaign hierarchies?1- Campaign hierarchies can have an unlimited number of levels2- An administrator must enable campaign hierarchy functionality3- Statistics are available for the aggregate values of campaigns in a hierarchy4- All campaigns in a hierarchy must use the same currency.

1

Your company offers a gold, silver and retail price depending on the customer type. What is the best way of handing this1- Create products for each customer type with different prices2- Use a default product schedule3- Create three quantity product schedules4- Create a pricebook for each customer type

4Users may create price book for each market segment, regions, or other subsets of your customers. Then add products to each price with the prices that you offer each market segment. In this scenario, the subsets of your customers are customer types that includes gold, silver and retail.

A sales manager contacts you as he is not able to add a product to an opportunity. What should you check?1- The product is active2- The product has a standard price in the currency of the opportunity3- The product has been added to a pricebook in the currency of the opportunity and the pricebook entry is active.4- All of the above

4

Your company sells internet service that is invoiced monthly. What should you create to represent this1- A quantity schedule2- A revenue schedule3- A default quantity 4- A default product schedule

3Revenue and Quantity schedule is suitable if the customers receive their order on a delivery schedule and also pay for the products using a payment schedule.

4 All of the above

How can knowledge base articles be searched? (Choose three)1- Using global search2- Using federated search on the knowledge tab3- From the Article Management tab4- Using Knowledge Base search

1, 2, 3

What determines what type of content a knowledge article contains?1- The article type2- The article layout3- The article type template4- The article data category

1 The article type

What is incorrect regarding solutions1- Solutions can be in text or html format2- Solutions can be imported using the data loader3- Custom fields cannot be added to Solutions 4- Solutions can be accessed from cases or a customer community.

3

1- Public solutionsOnce enabled, Public solutions allow you to add a search box and button to your website for visitors to be able to search on solutions.

Which feature are available with Solutions1- Validation rules2- Record Types3- Field History4- All of the above

4 - All of the above By default, solutions are created and displayed in text format. Administrators can enable HTML solutions so that all solutions are displayed in HTML format and created using an HTML editor. Solutions can have validation rules, record types (which is a pre-requisite of a solution process), and field history tracking as well. In addition, solutions can be categorized through Solution Categories. page layouts, workflows and many more.

How can an administrator make sure that internal solutions are not publicly visible?1- Uncheck the Visible in Public Knowledge Base fields2- Use the Visible in Public solutions field3- Disable the Public solutions setting4- Set the Solutions visibility setting to private

1- Unchecked the visible in Public Knowledge Base fields

What are some of the capabilities of solutions1- Solutions can be translated into other languages2- Solutions can be categorised3- Salesforce can automatically suggest solutions4- Salesforce can automatically email solutions when a case is entered.

1, 2, 3When users search for relevant solutions on a case by entering keywords in the Solutions related list and clicking Find Solution, search result include solutions in all languages that have matching keywords. Alternatively, if suggested solutions is enabled for cases, users can click view suggested solutions to find relevant solutions in multiple languages if they share common words with the case.

After restoring a custom fields, you must do the following (Choose 2 answers)1- Convert any lookup relationship to master detail if required2- Make the restored field required if necessary3- Restore lead conversion field mapping4- Set the data type of the restored field

1, 2

After a record is created, what is the correct sequence of rules that are proceed1- Assignment rules, workflows rules, validation rules2- Escalation rules, assignment rules, workflow rules3- Validation rules, assignment rules, workflow rules4- Escalation rules, assignment rules, workflow rules

3- Validation rules, assignment rules, validation rules

What is true regarding approval process capabilities1- If enabled, an approver can receive and reply responses via email.2- Records are always locked for all users during an approval process3- Approval requests can only be assigned to users4- Approval requests can be sent via chatter for any standard or custom object that has been enabled for feed tracking.

1, 4

What is not correct regarding the Cloud Scheduler1- You can invite up to 10 people to a meeting using cloud scheduler.2- You can use Cloud Scheduler to request a meeting with a contact, lead, person account, or other Salesforce user.3- Salesforce create a unique web page for your meeting that displays the proposed meeting times.4- You can either propose meeting times or let Salesforce propose times for you.

1 Cloud Scheduler allows you to invite up to 50 people. You can invite up to 50 people to a meeting. Invitees can consist of only contacts, leads, or person accounts, only coworkers who use Salesforce, or a combination.

A workflow can update formula fieldsTrue or False

False. Can not

If a task is assigned to a role containing more than one person the owner of the record that triggered the rule becomes the task assignee.True or False

True

Workflow will evaluate rules retroactivelyTrue or False

False

When you click printable view, the report will display in a print ready format in Excel.True or False

True

Final reject actions can include actions such as email alerts.True or False

True

It is advisable not to overwrite user records with new user data because it would prevent you from tracking a history of past users and the records associated to them.True or False

True

Data validation rules are also enforced using the API and Import Wizard. True or False

True

Adding a user to the sales team group will give access to opportunity records that was previously a restricted account.True or False

False

Active Currencies live in Company profile, user record( Personal Setup) and in Opportunity.True or False

True

A standard fiscal year can start on May 1st.True or False

True

Standard Fiscal years are for companies that break down their fiscal year, quarters and weeks in to fiscal periods.True or False

True

A user who has access to formula field can reference fields to which he or she doesn't have access to allowing him or her to view restricted data.True or False

True

Opportunity products can be linked in a Lookup Relationship.True or False

False

Record type picklist filtering applies to dependent picklist.True or False

True

Summary rows can be used to calculate the summaries on numerical fields of summary and matrix reports.True or False

True

Your customer is using Professional Edition. They want the ability to trigger an email every time an opportunity reaches 90% and the amount of the opportunity is one million dollars. What is the best way to accomplish this?1- Big Deal Alert2- Workflow Rule3- Escalation Rule Entry4- Assignment Rule Entry

1- Big Deal Alert

How is the excepted revenue calculated in the opportunity?1- Amount multiplied by the the total price of all opportunity line items.2- The sales price on any line item times the probability of the opportunity3- Opportunity Amount multiplied by the probability4- Amount multiplied by the discount percent

3- Opportunity Amount multiplied by the probablity

A custom lookup field can be added to create a relationship between a standard object and which of the following objects?1- Users and Custom Objects2-Leads, Accounts, Contacts and Custom Objects3-Users, Custom Objects and Campaigns4-Custom Objects, Contract and Campaigns.

1- Users and Custom Objects

No

3 View all folders his or her subordinate has access to, i.e, Reports, Documents, and Email

4The mini page layout of the case page layout must be modified

To rename a Standard Field, where do you make the change?1- On Standard a profile2- On a Page Layout3- Manually change on the Object4- All of the above

3

To enable Advance Currency Management for an organization, an administrator must1- Have Unlimited Edition license2- Request a feature license from salesforce.com3- Enable Customizable forecasting4- Enable Multiple Currencies

4

1 Profile

Universal Containers needs to track the manufacture and model for specific car companies, How can the system administrator ensure that the manufacturer selected influences the values available for the model?1-Create the manufacture fields as a dependent picklist and the model as a controlling picklist.2-Create a lookup field from the manufacture object to the model object.3-Create the manufacturer field as a controlling picklist and the model as a dependent picklist.4- Create a multi-select picklist field that includes both mamufactures and models.

3

You can customize to restrick users ability to log in to Salesforce.1-Profile2-Role3-Page layout4-Record Type5-Security Settiings

1-Profile

4

Which is true about a Chatter Plus user?1- Contents, Ideas, Answers , Accounts, Contacts, Chatter, Groups, People, Profiles tab and up to 10 Custom Object only2- Contents, Ideas, Answers, Accounts, Contacts, , Chatter, Groups, People, Profiles tab and up to 20 Custom Objects3- Accounts, Contacts and up to 10 Custom Objects only4- It can access all that a Chatter Free user can, accounts and contacts and it can also access up to 10 custom object only.5- It can access all that a Chatter Free user can and it can also access up to 10 custom object but not standard object.

1

A controlling picklist can have up to how many values?1- 3992- 5003- 4004- 3505- 4506- 300

6- 300

Identify the maximum number of leads,/ contacts that you can add from a report at one time using Integrated campaign builder1- 250002- 500003- 750004- 1000000

2- 50000

Salesforce.com archices older activities according to which of the following conditions.1- Closed events 180 days old2- Events with a due date greater than 365 days old3- Open tasks with due date greater than 365 days old4- Closed tasks with a due greater than 365 days old5- Closed tasks without a due that were created more than 365 days ago

2, Events with a due date greater than 365 days old4, Closed tasks with a due greater than 365 days old5, Closed tasks without a due that were created more than 365 days ago

Which Salesforce editions provide option for customizing profiles? Choose two.1- All editions2- Unlimited, Developer and Enterprise Editions3- Professional, Unlimited, and Developer Editions4- Enterprise, Unlimited, and Developer Editions 5- All except Group Edition 6- All except professional Edition

2, Unlimited, Developer and Enterprise Editions4 Enterprise, Unlimited, and Developer Editions

125

What are two sources from which cases can be created? Choose two1- Web to lead2- Web to Web3- Email to case4- Connect for outlook

3- Email to case4- Connect for outlook

Which statement are true about cloud scheduler? Choose three1- It is available in Group, Professional, Enterprise, Unlimited, and Developer Editions only2- Cloud scheduler is now enable by default for all organizations.3- You can automatically see the New Meeting Request button on all eligible contact, lead, and person account detail pages.4- Meeting organizers cannot use Cloud Scheduler to request meetings with customers, and have customers select preferred times before confirming the meeting.5- Administrators can add or remove the New Meeting Request button on multiple page layouts using the new Cloud Scheduler quick setup method

235

Which of the following are part of the sales cloud? Choose four.1- Accounts and Contacts2- Cases3- Marketing and Leads4- Solutions5- Content Library6- Opportunities and Quotes

1 Accounts and Contacts3 Marketing and Leads5 Content Library6 Opportunities and Quotes

125

Which can be accessed by a chatter free user? Choose four1- People2- Content 3- Profiles4- Groups5- Files6- Leads

1- People3- Profiles4- Groups5-Filescannot be accessed below2- Content6- Leads

Which data can be synched using the new salesforce for Outlook? Choose two1- Custom objects2- Events3- Leads4- Contacts

2- Events4- Contacts

What is a dashboard made of? Choose two1-Tables2-Summary Reports3-Charts4-Gauges

1 Tables2 Summary Reports

You can create the following email template formats: Choose four1- Text2- Visual Force3- HTML with Letterhead4- XML Templates5- Custom HTML

All of them Except 4- XML Templates

Who may be assigned a workflow task? Choose four1- A single user2-Multiple users3- The record owner4- The record creater5- An Account team role6- A Sales Team Role

1- A single user3 The record owner4 The record creater6 A Sales Team Role

What information does the company profile hold? Choose three.1- Language, Locale, and Time Zone2- Licenses, Storage and Used Space3- Fiscal Year4- Forecasting

1, 2, 3

What information may be updated on the company profile? Choose three.1- Language, Locale, and Time Zone2- Fiscal Year3- Primary Contact and Address Information4- Forecasting

1, 2, 3

What does a profile control? Choose four.1- Access to Application2- Record Type Access3- Permissions4- Data Visibility5- Hours of IP Address

1-4

For which objects you have business process? Choose four.1- Lead2- Opportunity3- Case4- Account/ Contact5- Solutions

1,2,3,5No 4-Account/ Contact

What can a task do that an email alert cannot do? Choose two.1- Tasks allow you to track the specific actions you plan to perform or have performed.2-Email Alerts cannot track specific actions.3-Email Alerts allows you to track the specific actions you plan to perform of have performed4-Tasks cannot track specific actions

1, 2

What is a managed package? Choose two1- A managed package is a collection of application components that are posted as a unit on AppExchange.2- They differ from unmanaged packages in that some componets are locked, allowing the managed package to be upgraded later.3- Allows the system Administrator to modify the application4- Managed package do not include locked components and cannot be upgraded.

1, 2

2 Campaign History Report3 Lead History Report

What needs to be specified to schedule a report? Choose two.1- Objects2- Data Range3- Location4- Frequency

3 Location4 Frequency

1 Profile-based IP restrictions2 Organization-wide IP restrictions3 Profile-based login hour restrictions

Which of the following is a standard profile. Choose two.1- Sales User2- Marketing User3- Invoice Manager4- Contact Manager

2- Marketing User4- Contact Manager

4

Where are active currencies located? Choose two.1- Security Control2- User record (Personal Setup)3- Company profile4- None of the above

2- User record (Personal Setup)3- Company profile

Managed package do not include locked components but can be upgraded.True or False

True package is a collection of Force.com components and applications that are made available to other organizations through the AppExchange. A managed package is a collection of application components that are posted as a unit on AppExchange, and are associated with a namespace and a License Management Organization. To support upgrades, a package must be managed. An organization can create a single managed package that can be downloaded and installed by many different organizations. Managed packages differ from unmanaged packages by having some locked components, allowing the managed package to be upgraded later. Unmanaged packages do not include locked components and cannot be upgraded. In addition, managed packages obfuscate certain components (like Apex) on subscribing organizations to protect the intellectual property of the developer.

Up to 50 custom lookup fields can be defined per object.True or False

False ã§ãup to how many?

Standard reports are not visible through the reports search.True or False

Ture

Users cannot be deleted from salesforce.comTrue or False

True

Salesforce Consol

The Salesforce Console for Sales gives you easy access to sales intelligence and helps you quickly contact leads, assess companies, and identify key contactsâall in a dashboard-like interface that means more access to contextual data with fewer clicks and less scrolling.http://docs.releasenotes.salesforce.com/en-us/winter14/release-notes/rn_186_sales_console.htm

1) What is the capability of Chatter Groups? Choose 2 answersA. Administrators can assign non-unique names to any Chatter group.B. Administrators can choose which custom object records can be added to groups.C. Chatter group owners can write a group description of any length.D. Chatter group owners can delete other users' posts in groups they own.

Ans: B, D

2) What is a true statement about report charts in the Salesforce Console for Service? Choose 2 answersA.Report charts in the sidebar are visible to anyone with access to the console.B. Report charts from joined and tabular reports can be added to the console.C.Report charts must be added to the page layout to show up in the console.D. Report charts can be added to a standard or custom object in the console.

Ans: C, D

...

4) What is the capability of Chatter feed post editing? Choose 2 answersA. Group owners can edit system-generated posts in Chatter groupsB. Record owners can edit other users' posts on records they own.C. Record owners can see previous versions of an edited post.D. Users can edit the text of their own Chatter posts.

Ans: B, Dhttps://releasenotes.docs.salesforce.com/en-us/summer15/release-notes/rn_chatter_feeds_edit_posts.htm

Ans: A, D

1) What action types are supported with Lightning Process Builder? Choose 2 answersA. Create a FieldB. Create a RecordC. Outbound MessageD. Post to Chatter

Ans: B, Dhttps://developer.salesforce.com/page/Lightning_Process_Builder

Ans: A, C

3) What actions can a user perform on an existing Chatter post? Choose 2 answersA. Add a topicB. Add a pollC. Create a new taskD. Create a new opportunity

Ans: A, Chttps://help.salesforce.com/HTViewSolution?id=000214510&language=en_US

What is a true statement about the Analytics Cloud? Choose 3 answers A. It is accessible on iOS mobile devices.B. It consumes structured, semi-structured, and unstructured data.C. It analyzes data from Salesforce and external sources.D. It synchronizes with Salesforce reporting.E. It requires installation of a managed package.Ans : A, B, C

Ans : A, B, C

What type of rule determines what can be done with the duplicate records that are identified by Salesforce?A. Assignment ruleB. Duplicate ruleC. Workflow ruleD. Matching rule

Ans: B

How can an administrator make the Manager Groups feature available for use?A.Create an unlisted Chatter group for managers.B. Enable Manager Groups under Organization-Wide Defaults.C. Enter a request for Salesforce to enable Manager Groups.D. Add the Manager Groups permission to selected profiles.

b

Ans: C, Dhttps://releasenotes.docs.salesforce.com/en-us/winter14/release-notes/rn_186_sharing_managers.htm

What is a capability of Advanced Setup search? Choose 2 answersA. Search for individual Setup items, such as workflow rules, by nameB. Bookmark specific items listed in the Setup search resultsC. See which object an item is associated with in the Setup search resultsD. Enter search criteria using wildcards, such as an asterisk (*)

Ans: A, Chttps://help.salesforce.com/articleView?id=admin_setup_search.htm&language=en_GB&type=0https://docs.releasenotes.salesforce.com/en-us/winter14/release-notes/rn_186_adv_setup_search.htm

What is a feature of unlisted groups in Chatter? Choose 2 answers.A. Users can ask for permission to join unlisted groupsB. Users with the Manage Unlisted Groups permission can access unlisted groupsC. Members of an unlisted group can view the group in list views and search resultsD. Users with the Modify All Data permission can access unlisted groups

Ans: B, Chttps://releasenotes.docs.salesforce.com/en-us/winter15/release-notes/rn_chatter_groups_unlisted.htm

Ans: B, Dhttps://help.salesforce.com/articleView?id=forecasts3_enabling_data_sources.htm&language=en_US&type=0

What can users do in a community built with Community Templates? Choose 2 answers.A. Search knowledge articles without logging in to the communityB. Start discussions without logging in to the communityC. Create cases without logging in to the community, using Web-to-CaseD. Send each other private messages without logging in to the community

Ans: A, Chttp://resources.docs.salesforce.com/204/15/en-us/sfdc/pdf/community_templates.pdf

Where can administrators view system status and system maintenance information? Choose 2 answers.A. Scheduled Maintenance in SalesforceB. Today app in Salesforce1C. Maintenance.salesforce.comD. Trust.salesforce.com

Ans: A, D

What can users do with Chatter Questions? Choose 2 answers.A. Edit answers posted in response to a Chatter QuestionB. Vote on the most helpful answer to any Chatter QuestionC. Post a Chatter Question to their followers or a groupD. Select the best answer to a Chatter Question they posted

Ans: C, D

Dashboard can be created by using standard reports as source reports.True or False

Falsehttps://help.salesforce.com/articleView?id=rd_dashboards_overview.htm&type=0&language=en_US&release=204.16#firstQueryMeta=%5Bobject%2520Object%5D

Every profile, including profiles associated with customer portal users must have at least one visible app.True or False

False

Client do not have to enable customization forecasting before they can ask Salesforce to activate territory management.True or False

FalseSo they have to enable customization forecasting ....https://help.salesforce.com/articleView?id=territories_enable.htm&type=0&language=en_US&release=204.15#firstQueryMeta=%5Bobject%2520Object%5D

You cannot use the browser's print function to print reports.True or False

False

Printable view does not save all the report formatting.True or False

False

Up to 25 custom lookup fields can be defined per objectTrue or False

Truehttps://help.salesforce.com/articleView?id=limits_custom_fields.htm&type=0&language=en_US&release=204.16

False

A standard user profile can import members into a campaign?True or False

False

Standard reports are visible through the reports search.True or False

False

If the system administrator set a user to create only a certain record type, this user's ability to view other record type is affected.True or False

False

You must be a user of Salesforce.com in order to receive an email notification in the case escalation process.True or False

False

A new list view can be created from within the console.True or False

False https://help.salesforce.com/articleView?id=customviews.htm&type=0&language=en_US&release=204.16#firstQueryMeta=%5Bobject%2520Object%5D

Time based workflow can be triggered every time a record is created or edited.True or False

Falsereason?

You can use standard reports when creating dashboards.True or False

Falsehttps://developer.salesforce.com/docs/atlas.en-us.202.0.workbook_analytics.meta/workbook_analytics/analytics1_step1.htm

When viewing a dashboard, what can a user do with a dashboard filter?1-Filter the dashboard by selecting specific components to display.2- Filter data by entering a data range to view data for a specific time frame.3- Filter data by selecting a specific field and entering a value.4-Filter data by selecting from a list of options set when the dashboard was created.

3

Which of these is NOT a Standard SalesForce.com profile?1- Marketing User2- Sales User3- Contract Manager4- Solution Manager

2- Sales User<Standard Profiles>https://help.salesforce.com/articleView?id=standard_profiles.htm&type=0&language=en_US&release=204.16

Which of the following is NOT a standard SalesForce.com functionally?1- Email to Lead2- Email to Case3- Web to Lead 4- Web to Case

1 Email to Lead

Which of the following is not a mandatory filed while creating a user record?1-Profile2-Role3-Alias ã¨ã¤ãªã¢ã¹4-Community Nickname

2-Role

1- User is antomatically logged out

What is the impact on a user of the organization level locale changes?1- The default locale of the user is also set to the new organization level locale.2- The user is asked for a choice if he would like to choose new organization locale or his own 3- No impact on the user as he keeps using his own default locale.4- From a new session, user will see everything in the new organization locale.

3- No impact on the user as he keeps using his own default locale

API's are not available for use in which SalesForce.com edition?1- Developer Edition2- Professional Edition3- Enterprise Edition4- Unlimited Edition

2- Professional Edition

4- Organization based login hours

For how many days deleted records are kept in the recycle bin?1- 152- 303- 454- 60

15 days right? but the answer says 30days? :(https://help.salesforce.com/articleView?id=home_delete.htm&type=0&language=en_US&release=204.15

Which of the following is the best way to make the field mandatory for everyone?1- Page layout2- Validation rule3- Roles & profiles4- Field level security

4- Field level security

Which of the following is not a standard SalesForce.com application?1-Service2- Sales3- Call center4- Community5- Marketing

1- Service

Which of the field types cannot be used an external Id?1- Text field 2- Number field3- Picklist field4- Email Id field

3- Picklist fieldhttps://help.salesforce.com/articleView?id=faq_import_general_what_is_an_external.htm&type=0&language=en_US&release=204.15

Do validation rules get enforced on the lead conversion?Yes or No

No?https://help.salesforce.com/articleView?id=fields_about_field_validation.htm&type=0&language=en_US&release=204.15

Queues cannot be created on which object in SalesForce.com?1- Lead2- Case3- Account4- Custom object

3- Account

Which of the following is not a valid business process in SalesForce.com?1- Sales process2- Marketing process3- Lead process4- Support process5- Solution process

2- Marketing process

What is the significance of primary master- detail relationship in a junction object?1- Look and feel is inherited from primary master object2- Record ownership is inherited from primary master object3- No such significance4- Both A&B

4- Both A&B

Which of the following objects cannot be imported via the SalesForce.com Import Wizard?1- Leads2- Accounts3- Opportunities4- Solutions

3 - Opportunities

SalesForce.com record Id's are indentical in?1- Production and config only Sandbox 2- production and developer Sandbox3- Production and full copy Sandbox4- Record Id's are always different in different environment

3- Production and full copy sandbox

In Siteforce, what can be done by a site publisher but not a site contributor? Choose two.1- Preview the site2- Publish changes to the live site3- Create page templates4- Uploading images

2- Publish changes to the live site3- Create page templates

What can be done with the schema builder? Choose two.1- Create fields on a Salesforce object.2- View the relationships between a set of Salesforce objects3- View the required fields of a Selesforce object.4- View the permissions for a Salesforce object

2,3

What can be created using Force.com quick start? Choose three.1- Object relationships2- Custom app3- Custom tabs4- Custom objects5- Custom report types

2- Custom app3- Custom tabs4- Custom objectshttps://developer.salesforce.com/docs/atlas.en-us.204.0.platform_connect.meta/platform_connect/quick_start_simple_intro.htm

1- Opportunities2- Accounts3- Cases

What is a capability of chatter approvals? Choose two

1- Users can view and respond to approvals as Chatter posts within their Chatter2- Uses can approve edits to Chatter files directly from the Chatter

What is included in a Datebase.com subscription? Choose three.1-Apex2-User profiles3-Visualforce pages4-Custom objects5- Standard objects

1-Apex2-User profiles4-Custom objects

How can permission sets be used? choose two

1-To assign access to a custom object for specific users2-To assign access to a custom field for specific users

What is a recommended type of website to create using siteforce? Choose two.1- Frequently asked questions (FAQ)2- Product information pages3- eCommerce websites4- Support case submission forms

1- Frequently asked questions (FAQ)2- Product information pages

What is a capability of the cloud-based Flow Designer? Choose two.

1-Flows are created using a consolidated set of elements2-Flows are managed using the Palette, Resources, and Explorer tabs.

What is the file storage limit in Salesforce? (Check all that apply)1- 5MB2-200MB3-1GB4-Unlimited

Answer 1 GBhttps://help.salesforce.com/articleView?id=limits_storage_allocation.htm&type=0

How many external ID's can you have per object?1- 102-53-34-1

3 objects?https://help.salesforce.com/articleView?id=faq_import_general_what_is_an_external.htm&type=0&language=en_US&release=204.16https://help.salesforce.com/apex/htviewsolution?id=000005081&language=en_US

How many custom fields can you have per object in EE?1- 5002-10003-500004- Unlimitted

https://help.salesforce.com/articleView?id=limits_custom_fields.htm&type=0&language=en_US&release=204.16

What is Salesforce.com IdeaExchange?

The IdeaExchange leverages the power of YOU, our user community. You can suggest and vote on new product enhancements and collaborate with colleagues, partners and our Product Team. If you have a favorite Idea that you are passionate about, then make sure you submit or vote for it! The popularity of an Idea - measured through votes and comments- is what helps us understand which Ideas are important to you, and which Ideas you want our Product Team to consider.https://help.salesforce.com/HTViewSolution?id=000205453

What are the storage limits for UE?

1GB Data storage & 1GB File Storage or 120MB Data storage & 100MB File storage per User.https://help.salesforce.com/articleView?id=limits_storage_allocation.htm&type=0

What is the maximum number of Suggested Solutions that can be displayed?

10?https://help.salesforce.com/articleView?id=sol_suggestion.htm&type=0&language=en_US&release=204.16#firstQueryMeta=%5Bobject%2520Object%5D

The Data Loader can de-duplicate records during import.True or False

False The Data Loader can not.You want to prevent duplicates by uploading records according to account name and site, contact email address, or lead email address.https://developer.salesforce.com/docs/atlas.en-us.202.0.dataLoader.meta/dataLoader/when_to_use_the_data_loader.htm

Force.comã¨ã¯

Force.com Sites lets you build custom pages and Web applications by inheriting Force.com capabilities including analytics, workflow and approvals, and programmable logic.You can manage your Force.com sites in Apex using the methods of the Site and Cookie classes.https://developer.salesforce.com/docs/atlas.en-us.204.0.apexcode.meta/apexcode/apex_forcecom_sites.htm

Which objects support business processes?1-Opportunities2-Leads3-Campaigns4-Accounts5-Solutions6-Cases7-Contacts

1-Opportunities2-Leads5-Solutions6-Caseshttps://www.shellblack.com/administration/best-practices-for-defining-business-processes/

Which of the following are actions triggered by workflow rules?1- Email2-Task3- Field update4- Record update5- Record creation6- Outbound message7- Time trigger

1- Email2-Task3- Field update6- Outbound message

What types of dashboard components display the grand totals from the bottom of a report?1- Gauge2- Metric3- Table4- Chart

1- Gauge2- Metric

What can be modified using the Report Options at the top of a summary report?1- Time frame2- How the records are grouped3- The columns displayed4- The fields that are summarized

1- Time frame2- How the records are grouped

What type of reports can be used to create Dashboards?1- Standard2- Custom3- Standard Opportunity4- Standard Account

2- Customâ dachboardsã¯Custom type reportsããæãç«ã£ã¦ãããStandard reportsã§ã¯ãªãã

If you add a chart component to a dashboard, you can choose between which of the following chart types? (Select all that apply)1- Horizontal Bar2-Chronological Timeline3- Vertical Column4- Line5- Pie

1- Horizontal Bar3- Vertical Column4- Line5- Pie

Business processes

(special picklist fields that capture the life cycle of opportunities, cases, solutions or leads)

Case feed

Case Feeds is the new way to work with Cases in Salesforce. It is a cut down version of the Console in Service Cloud. Other objects can now have a Feed View.Halaã®ããã¥ã¡ã³ãï¼getting to know case feed)https://tdd.instawiki.com/display/SF/Case+Feeds

Email Template

you can choose the type of email template you would like to create- Text- HTML (using Letterhead)- Custom (without using Letterhead)- Visualforce

Mail merge

A mail merge is the process of generating form letters and other MicrosoftÂ® 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 recordsâfor example a contact's name and addressâdisplays in the generated document.his feature is available in Salesforce ClassicAvailable in: All EditionsStandard mail merge requires:MicrosoftÂ® Internet ExplorerÂ® versions 9, 10, and 11Microsoft Word 2003 or 2007Microsoft Windows VistaÂ® (32-bit only) - Until Salesforce disables TLS 1.0.

(Simple) Data Validation rules

Available in: both Salesforce Classic and Lightning ExperienceAvailable in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions

When a manager overrides a subordinate's forecast, the subordinate can see the manager's overrideTrue or False

Truehttps://certifiedondemand.com/basics-of-forecasting-and-quotas-in-salesforce/Forecasts can be used to predict future sales within an organization. Forecast data is aggregated from each user's opportunity records, and the related forecast category of each opportunity's stage.

True

Case assignment rules are based on elapsed(éããï¼ time.True or False

True

When test driving an application on the AppExchange directory, it is not possible to view the S-Control configurations of that application.True or False

Falsehttps://help.salesforce.com/articleView?id=dev_about_scontrols.htm&type=0&language=en_US&release=204.16

If a profile does not have access to an application, that profile will also not have access to the tabs and objects of that application.True or False

Falsehttps://help.salesforce.com/articleView?id=permissions_about_users_access.htm&type=0&language=en_US&release=204.16

It is possible to relate a person account to a contact on a business account.True or False

Falsehttps://help.salesforce.com/articleView?id=account_person_behavior.htm&type=0&language=en_US

When you delete a parent record, you will also delete the child record if that child record has a lookup relationship to the deleted record.True or False

True

Falsehttps://help.salesforce.com/articleView?id=approval_history_reports.htm&type=0&language=en_US&release=204.16

Record type may determine the default value of a picklist field.True or False

Turehttps://help.salesforce.com/articleView?id=updating_picklists.htm&type=0&language=en_US&release=204.16

Is it possible for a page layout to be associated with a record type.True or False

Truehttps://help.salesforce.com/articleView?id=customize_layout.htm&type=0&language=en_US&release=204.16

When client management enabled, when a lead is converted without a value in the company field, it becomes a person account.True or False

False

Which report format summarizes data in a grid against horizontal and vertical criteria and provides totals for both rows and columns?1- Summary2- Matrix3- Tabular

Matrixhttps://help.salesforce.com/articleView?id=reports_changing_format.htm&type=0&language=en_US&release=204.16

Mail Merge is available in which SalesForce Editions?1- All except Professional2- Professional and Enterprise3- Professional, Developer and Enterprise4- Enterprise and Developer only5- Developer, Enterprise and Unlimited only6- All editions

6- All editionshttps://help.salesforce.com/articleView?id=mailmerge.htm&type=0&language=en_US&release=204.16

What happens when you convert a lead and an existing account and contact have the same name as the one specified on the lead?

You can choose to update the existing account and contact.ï¼â ä¸æ£è§£ï¼A new account and contact will be created with different SalesForce ID.)https://help.salesforce.com/articleView?id=faq_leads_what_happens_when.htm&type=0&language=en_US&release=204.16

What is the default report format for new reports created in report builder?1- Summary2- Tabular3- Matrix

2- Tabular

Which is a consideration when creating a drill-to-detail dashboard component?

The source report must be grouped by record name, record owner, or feed post.

This type of relationship links two objects together, but it has no effect on deletion, record ownership, or security, and the lookup relationship field is not required in the page layout.1-Lookup Relationship2-Master- Detail relationship3-Master- Detail Sub detail Relationship

1-Lookup Relationshiphttps://help.salesforce.com/articleView?id=SA_lookup_fields.htm&type=0&language=en_US&release=204.16https://help.salesforce.com/articleView?id=external_object_lookup_relationships.htm&type=0&language=en_US&release=204.16

Data Validation rules is not supported in which SalesForce edition?1-Contact Manager2-Group3-Professional4-Developer5-Unlimited6-All Editions are supported

? åé¡ãå¤ãã®ããªãä¸è¨ãªã³ã¯ã§ã¯Unlimitedãå«ã¾ãã¦ãhttps://help.salesforce.com/articleView?id=fields_about_field_validation.htm&type=0&language=en_US&release=204.16

What is the maximum number of values you can have in a picklist?1-5002-2503-6004-10005-2000

1-500https://help.salesforce.com/articleView?id=picklist_limitations.htm&type=0&language=en_US&release=204.16

The list tracks Stage, Amount, expected Amount, Probability, and Close Date changes

Which of the following components is the central repository to manage all presentation, collateral and documents?1- Accounts and contacts2-Content library3- Real-time analytics4- Partner

2-Content library

What type of report cannot be used to run a dashboard report?1- Tabular2- Matrix3- Summary4- None of the above

1- Tabular

Custom Links can be used for the following 1- Launching an External URL2- Running an S-Control3- Running a report4- All of the above

4- All of the above

It's possible to view a forecast based on all of the following EXCEPT1- Territory2- Product Family3- Date Range4- Sales Team

4- Sales Team

3- Read, Create, Edit, and Delete permissions

As S-Control may be all of the following EXCEPT1- HTML2- XML3- URL4- Snippet

2- XMLhttps://help.salesforce.com/articleView?id=dev_about_scontrols.htm&type=0&language=en_US&release=204.17

Which type of field cannot have universal requiredness?1- Lookup2- Text 3- Email4- Number

1- Lookuphttps://help.salesforce.com/articleView?id=fields_universally_required_field_considerations.htm&type=0&language=en_US&release=204.17

Custom Web Tab may consist of all the following EXCEPT1- A URL2- A URL that passes salesforce.com data like an oranization"s name3- An S-Control4-An S-Control snippet

2- A URL that passes salesforce.com data like an https://help.salesforce.com/articleView?id=creating_web_tabs.htm&type=0&language=en_US&release=204.17

Custom lead fields can be mapped to which sets of objects in salesforce.com?1-Account, Contact, Opportunity, or Campaigns2-Account, Contact, or Opportuniry3- Account or Contact Only4- Contact or Opportunity Only

2-Account, Contact, or Opportuniry

Once a field is hidden from a Profile using Field Level Security, a User associated to that Profile can sill see the filed using the following1- List Views2- Reports3- Search4- None of the above, the user cannot see the filed at all

3- Search

Which combination of objects is available when creating a custom report type for chatter reports? Choose two.1- Opportunities, Followers, User Feed2- Accounts, User Feed, Comments3- Users, User Feed, Comments4- Chatter Group, Members

3- Users, User Feed, Comments4- Chatter Group, Members

Which of the following statement are true about data validation? Choose two.1- Validation rules apply to all new and updated records for an object.2- Validation rules can update fields which are not included in a page layout.3- Validation rules can reference fields which are not included in a page layout4- If an error message is not set, a default message will be prompted instead. 5- All of the above6- None of the above

1- Validation rules apply to all new and updated records for an object.2- Validation rules can update fields which are not included in a page layout.

Which file types can you use when exporting reports? Choose two.1- You cannot export a report. You can only email it.2- Comma Delimited (.csv)3- Excel (.xls)4- PDF

2- Comma Delimited (.csv)3- Excel (.xls)

What should a system administrator consider before importing a set of records into Salesforce? Choose two

1- The import file should include a record owner for each record3- Data should be de-duplicated in the import file prior to import.

Which statement about custom summary formulas in reports are true? Choose two.1- Reports can be grouped by a custom summary formulas result.2- Custom summary formulas can reference a formula field within a report.3- Custom summary formulas can reference another custom summary formula4- Custom summary formulas can be used in a report built from a custom report type.

2- Custom summary formulas can reference a formula field within a report.4- Custom summary formulas can be used in a report built from a custom report type.

1- Sharing rules should be used when a user or group of users needs access to records not granted them by either role hierarchy or organization wide defaults.4- You cannot change the specified groups or roles for sharing rules.

Default values are available for standard text fields.True or False

FalseNope, default values can be set only for custom fields. The below article provides more information on thishttps://help.salesforce.com/articleView?id=fields_about_default_field_values.htm&language=en_US&type=0

Forecasting can be used with custom fiscal years.True or False

False

Customizable Forecasting must be enabled for use with custom fiscal years.True or False

True

A check box can be a controlling field in a field dependency.True or False

True

You can use a custom lookup field to create a relationship between an opportunity and a contact.True or False

True

It is possible for a user to own a record and not see if they don't have the read permission to the object.True or False

True

'Universally required fields' always display on edit pages regardless of field-level security.True or False

TrueEdit pages always display universally required fields, regardless of field-level security.https://help.salesforce.com/articleView?id=fields_universally_required_field_considerations.htm&type=0&language=en_US&release=204.17

If you change the data type of any custom field used for lead conversion, that lead field mapping will be deleted.True or False

True

Custom summary formulas support calculations on custom formula fields.True or False

True

Custom Summary Formulas can run calculation on report calculations.True or False

Falsehttps://help.salesforce.com/articleView?id=reports_csf_tips.htm&type=0&language=en_US&release=204.17

You can only use standard field when generating email and mail merge documents for leads or contacts.True or False

True

The first approval step in a process specifies the action to take if a record does not advance to that step. True or False

True

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

True

Which of the following can NOT be used to customize your home page.1- Company logo (Image)2- Dashboard Snapshot 3- Custom links4- Custom formula field

4- Custom formula fieldYou can customize the Home tab to include components such as sidebar links, a company logo, a dashboard snapshot, or custom components that you create. https://help.salesforce.com/articleView?id=customize_homepage.htm&type=0&language=en_US&release=204.17

3- Use similar opportunities to show opportunities related to the product manager.

Which of the following statement is true?1- Tasks allow you to track the specific actions you plan to perform or have performed : Email Alerts cannot track specific actions.2- Email Alerts allow you to track the specific action

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