Salesforce Flashcards
Which functionality is available when solution categories are enabled?
Ability to control the visibility of specific solutions in the customer and self service portals. Ability to create solution category reports to find uncategorized solutions.
Which component can be included in a custom home page layout?
Dashboard components, messages and alerts, and pending approvals list.
Customers with two categories, one category visible to certain team members, the other visible to all. How do you do this?
Set the OWD sharing to private and create a sharing rule to share the with all users.
What type of record access can an Administrator grant through sharing rules?
Read only, and read/write.
Which task can a delegated administrator perform?
Log in as a user who has granted login access, manage users within specified roles, and manage specified custom objects.
Want to share an opportunity with a public group. How do you do this?
Manually share the record with the public group.
Cases can be assigned to whom?
User and Queue.
Want to make the account number field read only to Sales Users. How do you do this?
Set the field-level security for the account number to visible and read only for the sales user profile.
What is true about report folders?
Users with the "Manage Public reports" permission can create report folders. Each user has a personal folder for email templates, reports, and documents.
When can a validation rule be used to prevent invalid data? 3
When records are edited, submitted using web-to lead, and imported.
When a user wants to display amount of all closed won opportunities, and open opportunities, which feature should a system administrator use to meet this requirement?
Cross-object formula field.
The administrator needs to give recruiting users the ability to read, create, edit, and delete position records. How should the administrator proceed?
Create a custom profile and enable custom object permissions.
In a private OWD, which records will an opportunity pipeline report return?
Opportunities owned by the user running the report and users below them in the role hierarchy
What settings are controlled by a user's profile?
Record type assignment, field-level security, and assigned apps.
What feature allows a user to group campaigns within a specific marketing program or initiative?
Campaign hierarchy.
Need to read, edit, delete, and transfer all records owned by sales reps. How do you do this?
Define a role hierarchy where the sales ops roles is above the sales rep role.
What is available when creating list views.
List views can be filtered using AND, OR, and NOT filters. List views can be filtered by record ownership.
Which action can a user with the standard system administrator profile take?
Assign, custom profiles to users, reset all users passwords, assign feature license to users.
What should a system admin consider when setting up Mobile Lite?
Mobile Lite provides access to standard object and dashboards, must be enabled before users can install it.
When adding a new picklist value to the stage field and it doesn't work what should you do?
add the new value to the appropriate sales process.
What is a valid relationship type between objects A and B when defining a custom report type?
Each A record must have at least one related B record. and A records may or may not have related B records.
What are two methods for adding content to a Salesforce CRM?
Chatter Files and libraries.
Which automation tool will prevent a record from being created in Salesforce if the rule conditions are not met.
Validation rules.
Which record type can be updated when converting a lead?
An existing account record, and an existing opportunity record.
What is required to make a user an approver in the approval process?
The user must have read permission for the object in the approval process.
Which functionality is available when enhanced lists are enabled?
Create new records from a list view, and edit multiple records directly from a list view.
Which two feature license can be assigned to a user record in Salesforce?
Service Cloud User and Knowledge User.
What does a page layout allow an administrator to control?
The field users see on detail and edit pages.
What is a Cross- Object formula?
Can reference merge fields from a parent object if an object is on the detail side of a master detail relationship.
Public groups can be used for what?
Can be used when manually sharing a record and used in sharing rules.
What should a system administrator consider when deleting a custom field?
Deleted fields can be restored from the recycle bi within 15 days, field values should be archived before a field is deleted, fields used in workflow assignment rules cannot be deleted.
Sales user can't see record type, why?
Record type has not been added to the sales user profile.
Which accounts are automatically synchronized on Salesforce Classic Lite?
All recently accessed accounts.
What is the capability of the content delivery feature of Salesforce content?
Makes vontent available to recipients within and outside or Salesforce. Generates URLs for content files, and tracks how often content is viewed if downloaded.
To restrict lead status values, do what?
Create two seperate lead process and record types.
What type of customization can be done on activities( tasks and events)?
Workflow rules, Assignment rules, and validation rules.
What are workflow rules?
Tasks, assign a new task. Email alerts and field updates: update the value of a field on a record.
Which two steps must an administrator take before users can use Salesforce for outlook client?
Assign users to outlook configuration, and select syncing direction and conflict behavior.
Want to updated opportunity records when the value is updated on the account record.
Create a cross-object formula field on the opportunity.
How can Knowledge articles be used?
To resolve customer cases, and display for customer self-service.
Which schedule type can be defined for a product?
Revenue and quantity.
Wants to capture the invoice number and account credit score, how do you do this?
create custom fields and validation rules.
Purpose of the ideas community?
To comment on and vote for ideas posted by other community members. To invite customers, partners, and employees to submit ideas around a theme.
What is true about price books and products?
A product can have a different list price in different price books, the standard and list price for a product can be listed in multiple currencies.
A user is responsible for managing and creating campaigns how can the user gain create profile permission for campaigns.
Select the marketing user checkbox on the user record.
To make sure a lead is defined.
Specify a default lead owner.
View and report on sales revenue without access to custom objects that tracks personal time off, what should you enable?
View all for opportunities.
Roll up Summary field
Can only be defined on the master object. Roll up summary fields calculates values from a set of related records such as those in a related list.
What is available when customizing tasks?
Record types can be created for tasks and validation rules can be created for tasks.
When importing data and some records do not meet the data validation criteria..
Import process fails only for the records with invalid data.
How can a sales user relate an opportunity to a campaign?
Select the primary campaign source for the opportunity and use the campaign influences related list on the opportunity.
What is true about community experts?
Community experts are designated by an icon, and can be designated for Salesforce ideas or answers.
Escalation rules.
Notify an individual when a cas is not closed within a specific time period.
Where can the multilingual solution search feature be enabled?
Self-service portal and public knowledge base.
When sycronizing data between salesforce.
Use an external ID field to match records between the systems.
Changing the opportunity stage affects the..
Forecast category and probability.
How can a system admin add users to a Salesforce organization using Chatter Free?
Create users in the organization and assign them a chatter free licenses, enable invites to allow users to invite others within specified email domains.
What is the purpose of the Service Cloud (customer portal)?
To allow customers to log and checkarticles. the status of cases online. To provide Web self-service by exposing Knowledge articles.
Two support teams, when would a system admin consider introducing a new record type for cases?
When multiple page layouts are requires, and when different picklist values are required.
Which is a capability of Chatter files?
View a list of files shared with a Chatter group and post files from a Salesforce Content library to a Chatter feed.
Which permission is required to install and uninstall packages from Salesforce App Exchange
Download App Exchang e Packages
What should be used to control a user's ability to view a dashboard?
Dashboard folder access and source report folder access.
A system administrator incorrectly imported a set of records and needs to remove them from Salesforce. What tool do they use?
Mass Delete, Data Loader.
What is the purpose of the ideas community?
To comment on and vote for ideas posted by other community members and to invite customers, partners, and employees to submit ideas around a theme.
What can chatter free users access?
Accounts and Custom Objects
When creating a sharing rule, what must an administrator select?
Which records to share, who to share access with, and what level of access to grant.
What groups or individuals comprise Public Groups?
Roles, Roles and subordinates, and Users
Who can manually share records.
Record owners, Users above the record owner in the role hierarchy and administrators.
What type of records can be imported with the import wizard?
Custom Objects, Accounts, and Contacts.
What is validated before a user can login?
IP address and login hours.
Which User interface setting must be enabled to allow users to edit records directly from a list view?
Enable Inline Editing.
How can an administrator customize global search to help users find information quickly?
Set the number of results per page, add filters to the search results.
What options are available when setting the evaluation criteria for a workflow rule?
created, and any time it's edited to subsequently meet the criteria.
What types of dashboard components display the grand totals from the bottom of a report?
Table and chart.
What are periods that follow Gregorian calendar, but can start on the first day of any month.
Standard fiscal years.
What is the significance of the primary master-detail relationship in a junction object?
Field values are only copied from the primary master object.
Whom can you transfer lead records?
Users and Queues.
Which of the following tool can an administrator use to backup data monthly?
Data Export Service.
What can be modified on standard object fields?
Help text, Picklist values and Labels.
Which of the following support settings do you need to configure before setting up assignment rules, escalation rules, web-to-case and email-to-cast?
Default case owner, and automated case user
A sales rep would like to collaborate with a number of potential customers on Chatter, what license type would you recommend to achieve this?
Chatter External.
What of the following are true about Master-Detail relationships in custom objects?
Sharing is inherited from parent, and lookup field is required on child object.
Which of the following field types may be a controlling and dependent field in picklists?
Custom picklist.
What describes the Opportunity objects?
Sales deals.
How would an administrator quickly create multiple user records?
Add multiple users under manage users in Setup.