Term
Activities are both Tasks and Calendars.
True or
False |
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Definition
|
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Term
Salesforce is which of the following
- Salesforce Automation
- Marketing Management
- Customer Support Management
- Campaign Management |
|
Definition
- Salesforce Automation
- Marketing Management
- Customer Support Management |
|
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Term
List view can (Choose all that apply)
Show up to 2000 records in the record count display(your answer)
Print up to 1000 records in print view(missed)
Be enabled and disabled by individual users
Print list can be exported to excel |
|
Definition
Show up to 2000 records in the record count display(your answer)
Print up to 1000 records in print view(missed) |
|
|
Term
Recent item and Lookup Hovers use the Record Mini Page.
True
False |
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Definition
|
|
Term
A company that uses custom fiscal year: A standard forecast option is unavailable. Administrator will have to build a custom forecast for the same.
True or
False |
|
Definition
|
|
Term
The User Interface Settings can be adjusted for individual users.
True
False |
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Definition
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|
Term
You can update licenses on the Company Profile.
True
False |
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Definition
|
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Term
Which of the following is true that can cause data loss when an existing custom field is changed? (Check all that apply)
A. Changing to or from type Date or Date/Time
B. Changing to Number from any other type
C. Changing to number from Percent
D. Changing to one Currency from any other currency type |
|
Definition
A. Changing to or from type Date or Date/Time
B. Changing to Number from any other type |
|
|
Term
Standard Fiscal Years are for companies that break down their fiscal years,quarters and weeks in to fiscal periods.
True
False |
|
Definition
|
|
Term
What statement is true regarding a custom field formula
A. Not reference standard, custom, or other objects
B. Can contain formulas upto 4000 character
C. 4000 character is the limit on the compiled size of the formula
D. Formula can reference themselves |
|
Definition
| C. 4000 character is the limit on the compiled size of the formula |
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|
Term
A Standard Fiscal Year can start on May 1st.
True
False |
|
Definition
|
|
Term
Active Currencies live in Company Profile, user record (Personal Setup) and in Opportunity (Record).
True
False |
|
Definition
|
|
Term
Field Level Security cannot be used to make a field required.
True or
False |
|
Definition
|
|
Term
You can set a default value for a custom field.
True
False |
|
Definition
|
|
Term
Users can be restricted to view a particular field in views, searches and reports by hiding the field at
A. Page Layout
B. Field Level Security
C. User Profile
D. None of the Above |
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Definition
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|
Term
If you change the data type from a Checkbox to a Picklist, it can cause data loss.
True
False |
|
Definition
|
|
Term
You delete the Custom Field Region. All data related to Region will also be deleted.
True
False |
|
Definition
|
|
Term
Any fields that you delete will be permanently deleted after 30 days.
True
False |
|
Definition
|
|
Term
It is possible for a user to own a record and not see it.
A. True
B. False |
|
Definition
True
Explanation
It is possible for a user to own a record and not see it if they dont have the Read Permission on the object. |
|
|
Term
Which of the following statements is/are true for sharing rules? (Check all that apply)
A. 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
B. Sharing rules apply only to new records owned by specified role or group member
C. When you transfer records from user to another, the sharing rules are removed during the transfer.
D. You cannot change the specified groups or roles for sharing rules. |
|
Definition
A. 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
D. You cannot change the specified groups or roles for sharing rules. |
|
|
Term
| What are the six Standard Profiles |
|
Definition
System Administrator
Standard User
Solution Manager
Marketing User
Contract Manager
Read Only |
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|
Term
| Where would you make a field required? |
|
Definition
|
|
Term
What are different Types of Sharing Rules? (Check all that apply)
A. Case Sharing Rules
B. Lead Sharing Rules
C. Solution Sharing Rules
D. Campaign Sharing Rules
E. Custom Object Sharing Rules |
|
Definition
A. Case Sharing Rules
B. Lead Sharing Rules
D. Campaign Sharing Rules
E. Custom Object Sharing Rules
Explanation
Case Sharing rules is based on who owns the case. Set default sharing access for individual cases and associated accounts. Solutions are shared from cases.
Lead sharing rules are based on who owns the lead. Set default sharing access to individual leads
Campaign Sharing rules based on who owns the campaign. Set default sharing access for individual campaigns.
Custom Object sharing rules based on who owns custom objects. Set default sharing access to individual custom object records. |
|
|
Term
| How many fields (columns) can be displayed on a customizable Related List? |
|
Definition
|
|
Term
A Checkbox can be a controlling field in a field dependency.
True
False |
|
Definition
|
|
Term
Adding a user to the sales team group will give access to opportunity records that was previously a restricted account.
A. True
B. False |
|
Definition
False
Explanation
In order for a sales team member to be granted access to an opportunity record, they must also have at least Read Only access to the account record associated to the opportunity. |
|
|
Term
You can use a custom lookup field to create a relationship between an opportunity and a contact.
True
False |
|
Definition
|
|
Term
Users with access to opportunities as sales team members cannot extend sharing for those records
A. True
B. False |
|
Definition
|
|
Term
Sharing rules are used to restrict access.
True
False |
|
Definition
|
|
Term
To minimize the number of sharing rules, use "Roles and Subordinates" over "Roles" where possible.
True
False |
|
Definition
|
|
Term
What statement is/are true for Account teams (Check all that apply)
A. Account teams share roles with the sales teams on opportunities. If you remove an account team role, that role will no longer be listed as an opportunity sales team role
B. Disabling account teams removes all account teams from all accounts but does not removes the page layout
C. Account Team related list from all page layouts Depending on your sharing model, you can specify the level of access each account team member will have to the account and any opportunities associated with that account. So, you can give some team members read-only access and others read/write access
D. Account teams are not available in professional edition |
|
Definition
A. Account teams share roles with the sales teams on opportunities. If you remove an account team role, that role will no longer be listed as an opportunity sales team role
C. Account Team related list from all page layouts Depending on your sharing model, you can specify the level of access each account team member will have to the account and any opportunities associated with that account. So, you can give some team members read-only access and others read/write access
D. Account teams are not available in professional edition |
|
|
Term
| What determines a unique user record? |
|
Definition
|
|
Term
| What do Organization Wide Defaults control? |
|
Definition
|
|
Term
| What does the Roles Hierarchy control? |
|
Definition
|
|
Term
| How does a Profile differ from a Role? |
|
Definition
|
|
Term
| Why are Sharing Rules used? |
|
Definition
|
|
Term
| When would you choose to build a Public Group? |
|
Definition
|
|
Term
| Who can manually share records? |
|
Definition
|
|
Term
|
Definition
|
|
Term
| Why utilize Account Teams and Sales Teams? |
|
Definition
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|
Term
Existing records that meet the Workflow Rule criteria trigger the Rule.
True
False |
|
Definition
|
|
Term
Can a delegated approver revoke a previously approved process?
A. Yes
B. No, once the request is approved only administrator can revoke the approval process |
|
Definition
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|
Term
Multiple Approvers have received your request for approving a discount that was invoked by the approval process? Approver A rejects your request. Approver B accepts your request after Approver A rejects it. Is your request approved or denied. (Assume you need only one person to approve out of all the approvers)
A. Approved
B. Denied
C. Approval process is revoked
D. Approval changes to pending stage due to conflict within approvers |
|
Definition
Denied.
Explanation
Records can be approved or rejected based on the first response to the approval request. |
|
|
Term
Parallel approval routing is the ability to send approval requests to multiple approvers in a single step.
True
False |
|
Definition
|
|
Term
You cannot mass remove records from an approval process; removal of records must be done one by one.
True
False |
|
Definition
|
|
Term
| When are Data Validation Rules enforced? |
|
Definition
|
|
Term
| When you define a Data Validation Rule, what else must you also define? |
|
Definition
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|
Term
Data Validation Rules are executed for a field (vs. as record).
True
False |
|
Definition
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|
Term
When I convert a Lead, Data Validation will be enforced.
True
False |
|
Definition
|
|
Term
All standard and Custom Fields in Saleforce may be set as unique or required using the Property feature.
True
False |
|
Definition
|
|
Term
You can use the import wizard to erase existing field values.
True
False |
|
Definition
|
|
Term
Joe imports records for Sara, a non-active user. Sara's records will be assigned to Joe.
True
False |
|
Definition
|
|
Term
Joe is attempting to import an invalid value into a picklist field. The import wizard will respond with an error message.
True
False |
|
Definition
|
|
Term
You can map a single column from the CSV file to multiple fiellds in Salesforce SFA.
True
False |
|
Definition
|
|
Term
| Who can import data for all users? |
|
Definition
|
|
Term
| What Objects may be imported or uploaded using the Import Wizard? |
|
Definition
|
|
Term
| How does the Import Wizard perform matching when updating records? |
|
Definition
|
|
Term
| When is it appropriate to use the Import wizard versus Data Loader? |
|
Definition
|
|
Term
"#Error!" displays on report cells if your custom summary formula output is over 18 digits.
True
False |
|
Definition
|
|
Term
Conditional highlighting applies to summary rows.
True
False |
|
Definition
|
|
Term
If you delete a report and change your mind, you can retrieve it from the recycle bin.
True
False |
|
Definition
|
|
Term
You cannot calculate on report calculations.
True
False |
|
Definition
|
|
Term
| Which report type must be used to create dashboard components? |
|
Definition
|
|
Term
| How many Custom Summary Formulas can you have per report? |
|
Definition
|
|
Term
| What is a Dashboard comprised of? |
|
Definition
|
|
Term
|
Definition
|
|
Term
Tabular reports are simple lists of records, and do not allow you to group report results.
True
False |
|
Definition
|
|
Term
You cannot delete a standard report.
True
False |
|
Definition
|
|
Term
You can create Custom Summary Formulas based on other Custom Summary Formulas.
True
False |
|
Definition
|
|
Term
You can create Custom Summary Formulas based on Custom Formula Fields.
True
False |
|
Definition
|
|
Term
Salesforce Console only displays views that were previously created.
True
False |
|
Definition
|
|
Term
The Console's center frame is the detail page view of any record selected from any of the console's other frame.
True
False |
|
Definition
|
|
Term
The mini view does not display if the record in the detail view does not have records associated with it.
True
False |
|
Definition
|
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