Term
| Which users have access to import wizards? |
|
Definition
| Users need to “Import Personal Contacts” perm to use the Personal Accounts/Contact wizard. (Standard User profile) Users need “Import Leads” perm to use the Leads wizard (Marketing User checkbox on the User record and/or the Import Leads perm on the profile – Marketing User profile) |
|
|
Term
| Describe the benefits of the import wizards. |
|
Definition
| Data can be imported from any CSV file. You can choose whether or not to trigger workflow with the import. Match on Name, Email or Salesforce ID to prevent duplicate records. |
|
|
Term
| List the benefits of the data loader. |
|
Definition
| Import large files (50,000 or greater.) Load objects such as products or opportunities Save field mappings for later use. Update, upsert, export or delete data. |
|
|
Term
| Can a bad import be undone? |
|
Definition
| Yes – using mass delete records. |
|
|
Term
| Can user records be deleted? If yes, describe the implications. If not, why? |
|
Definition
| User records cannot be deleted. |
|
|
Term
| List three ways to back up data. |
|
Definition
| Reports, scheduled backup service, manual backup |
|
|
Term
| What can you do with users’ records when they leave the company? |
|
Definition
| Closed records such as opportunities and cases can be left assigned to their respective users, while open records can be transferred to new owners using the mass transfer tool. |
|
|
Term
|
Definition
| Determines which object or related objects you can report on |
|
|
Term
|
Definition
| Standard filters that determine what records you see, and the time frame |
|
|
Term
|
Definition
| The list of fields available, from which you can select your report columns |
|
|
Term
|
Definition
| Determines how the records are organized. You can select tabular, summary, matrix, or joined. |
|
|
Term
|
Definition
| Sets of records, listed together, that share a common value for a particular field |
|
|
Term
|
Definition
| Numerical fields that are aggregated to display subtotals and grand totals |
|
|
Term
|
Definition
| Additional criteria that you can set to limit the data that you see |
|
|
Term
| What are the four report formats |
|
Definition
| Tabular, summary, matrix, and joined |
|
|
Term
| How many custom summary formulas can you have per report? |
|
Definition
|
|
Term
| What chart types are suitable for comparing multiple levels of grouping on a report? |
|
Definition
| Side-by-side bar chart, stacked bar chart, stacked to 100% bar chart, and grouped line chart |
|
|
Term
| What type of components can you have on a dashboard, and what data do they display? |
|
Definition
| Table and chart components display data from the summary rows of a source report. Gauge and metric components display the grand totals from the bottom of a report. Visualforce components can display data from other sources. |
|
|
Term
| What does the dashboard running user determine? |
|
Definition
| The running user determines what data viewers of the dashboard will see. |
|
|
Term
| Which report type provides a simple list of data with no subtotals? |
|
Definition
|
|
Term
| Which statement about custom summary formulas is true? |
|
Definition
| B. Custom summary formulas can reference a formula field within a report D. Custom summary formulas can be used in a report built from a custom report type |
|
|
Term
| The following are true about scheduling and emailing reports. |
|
Definition
| A. The running user determines whose data is visible on the report. B. The running user must have access to the folder in which the report is saved. C. All email recipients must have access the folder the report is saved to. D. The report is emailed within 30 minutes of the Preferred Start Time E. All of the above is the Answer |
|
|
Term
| A Dashboard is a visual representation of data from multiple reports and (choose all that apply) |
|
Definition
| *A. Is comprised of up to 20 components B. Displays data from standard reports *C. Has a running user to determine what data is visible *D. Displays data as of the last time the dashboard was refreshed E. Always shows up to date data *F. Can be scheduled to be refreshed and emailed automatically |
|
|
Term
| Users can post a static image of a component to the dashboard feed, a user feed or a group feed, this feature is called |
|
Definition
| *A. Dashboard Component Snapshot B. The Running User C. Chatter Groups D. Dashboard Component E. Dynamic Dashboards |
|
|
Term
| Dynamic Dashboards allow data to be displayed by the user viewing it, rather than by a specified running user – eliminating the need to create the same dashboard for multiple users. |
|
Definition
|
|
Term
| A Sales VP wishes to view Dashboard data by region within his territory – what feature will allow this? |
|
Definition
| A. Dynamic Dashboards B. Dashboard Filters *C. Dashboard Snapshots D. This is not possible |
|
|
Term
| 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? |
|
Definition
| A. When a record is created B. When a record is created or updated C. When a record is created/updated and didn’t previously meet the trigger criteria *D. None of the above |
|
|
Term
| The support team has asked the System Administrator to automate the notification of a customer’s support plan ending – they would like for the Customer Support Rep to receive an email 30 days before the Support Plan Expires (Support Plan Expiration Date is on the Account record). What will the system administrator do? |
|
Definition
| *A. Create a workflow rule with a time-based trigger to fire 30 days before the Support Plan Expiration Date and use an email action to notify the assigned Support Rep B. Create a workflow rule with an immediate action to email the Support rep but with a due date of 30 days before the Support Expiration Date C. Create an Apex trigger to fire 30 days before Support Plan Expiration Date and use an email action to notify the assigned Support Rep D. This cannot be done |
|
|
Term
| The system administrator was testing workflow rules and needs to delete pending time-based workflow actions. How can he/she do this? |
|
Definition
| A. Delete the workflow rule *B. Deactivate the workflow rule *C. Delete the actions in the Time-based Rule queue D. Reset passwords for all users of the org E. None of the above |
|
|
Term
| 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? |
|
Definition
| A. When a record is created B. When a record is created or updated *C. When a record is created/updated and didn’t previously meet the trigger criteria D. None of the above |
|
|
Term
| When a Lead is converted, an Account, Contact and _______ record are created. |
|
Definition
| A. Lead B. Case C. Campaign *D. Opportunity |
|
|
Term
| Queues can be made up of the following: |
|
Definition
| *A. Users *B. Public Groups *C. Roles D. Profiles E. External Chatter Users |
|
|
Term
| Assignment rules allow Leads and Cases to be automatically assigned to users and queues based on criteria defined by the system administrator. |
|
Definition
|
|
Term
| The system administrator needs to ensure that all Leads coming from the website are assigned a website lead queue, that all Leads for a recent trade show are assigned to Matt Wilson and all other leads are assigned to Phil Smith. The system administrator will |
|
Definition
| A. Create 3 assignment rules *B. Create 1 assignment rule with multiple criteria entries C. Create an assignment rule and 2 workflow rules D. Use workflow rules to accomplish this |
|
|
Term
| Auto response rules can be used to send an automated yet tailored response to customers based on the information they provide via the Web-to-lead form. |
|
Definition
|
|
Term
| The Chatter Free license gives users the ability to access People, Profiles, Groups and Files as well as (choose all that apply) |
|
Definition
| *A. Make posts *B. View comments *C. Upload files *D. Join groups E. View records |
|
|
Term
| When Chatter is enabled in an org, the following happens (choose all that apply). |
|
Definition
| A. The Chatter app is added to the Force.com app menu B. The Chatter tab is added to all standard apps C. Accounts, Contacts, Cases, Leads and Opportunities are enabled for Chatter D. All users are added to the All Chatter group *E. All of the above |
|
|
Term
| Which of the following are true about Chatter External Licenses? |
|
Definition
| A. Allows users outside the company to interact with users within the company B. Allows users to see their own Account and Contact record in the Salesforce org but no other records *C. Can only be invited by a manager or owner of a group that allows customers D. Can access files posted to the group they belong to E. Users cannot be followed if they have a Chatter External license |
|
|
Term
| Who can invite Chatter customers into a Chatter group? |
|
Definition
| *A. The system admin *B. Group owner C. All Chatter users D. None of the above |
|
|
Term
| Folders are used to organise the following (choose all that apply) |
|
Definition
| A. Dashboards B. Reports C. Documents D. Email templates *E. All of the above F. None of the above |
|
|
Term
| The _______ determines if a user can read, create and edit Contact records; the __________ determines if he can see/edit contact records owned by his subordinates. |
|
Definition
| A. Role, Profile B. OWD, Sharing rules C. Sharing rules, Role Hierarchy *D. Profile, Role |
|
|
Term
| The page layout allows users to see the Next Steps field on an Opportunity record; Field Level Security dictates that the field is hidden, how will the field appear to the user? |
|
Definition
| *A. The field will be hidden from the user B. The field will be read only C. The field will be visible and editable to the user D. None of the above |
|
|
Term
| Record types specify the following elements: |
|
Definition
| *A. Picklist values *B. Page layouts C. Business processes D. All of the above E. None of the above |
|
|
Term
| Which objects support business processes? |
|
Definition
| *A. Opportunities *B. Leads C. Campaigns D. Accounts *E. Solutions *F. Cases G. Contacts |
|
|
Term
| Lead assignment rules assign leads to owners and queues based on the criteria the system admin specifies within the rule. |
|
Definition
|
|
Term
| Which of the following are actions triggered by workflow rules? |
|
Definition
| *A. Email *B. Task *C. Field update D. Record update E. Record creation *F. Outbound message G. Time trigger |
|
|
Term
| Which feature allows an organization’s users to create opportunities in multiple currencies and display the converted amount in the corporate currency? |
|
Definition
| A. Company Profile *B. Multi Currency C. Corporate Currency D. Advanced Currency Management |
|
|
Term
| Global search, which is only available to organizations where Chatter is enabled, will search the following; |
|
Definition
| A. Records B. Chatter Feeds C. Groups D. People *E. All of the above |
|
|
Term
Users require the following to use Salesforce Content? (choose all
that apply) |
|
Definition
A. A Chatter Free license
B. A Content feature license
*C. The Salesforce CRM Content User checkbox on their user record
checked
D. Read, create, edit and delete permissions on the Content object in
their profile |
|
|
Term
Pricebooks contain products and their associated __________?
(choose all that apply) |
|
Definition
A. Quote
B. Opportunity
*C. Price
D. Schedule |
|
|
Term
A sales rep has given his customer several quotes associated to an
opportunity record. Once a quote is agreed with the customer, the
sales rep should: (choose all that apply) |
|
Definition
*A. Sync the quote with the opportunity
B. Delete previous quotes from the opportunity
C. Ask the customer to select which quote they prefer
D. Close the opportunity |
|
|
Term
What feature could be implemented to send an automated email that
includes a snapshot of an opportunity at a given threshold based
on Amount and Probability?: (choose all that apply) |
|
Definition
A. Related Opportunities
B. Workflow Approval
C. Workflow Rule
*D. Big Deal Alert |
|
|
Term
The system administrator must do the following in order to enable
Salesforce for Outlook?: (choose all that apply) |
|
Definition
*A. Create a configuration
*B. Assign users to a configuration
*C. Add data sets
D. Install the application on the email server(s)
*E. Activate |
|
|
Term
A user can specify up to 5 proposed meeting times in the Cloud
Scheduler or Salesforce can suggest meeting times based on the
user’s availability. (choose all that apply) |
|
Definition
|
|
Term
Communities are used to organize Ideas and Answers; these can be
displayed to the following types of users (choose all that apply) |
|
Definition
A. Customer portal users
B. Partner portal users
C. Internal users
*D. All of the above
E. None of the above |
|
|
Term
| Which of the following are true about Salesforce Knowledge? |
|
Definition
A. When a knowledge article is created, it will automatically create a
corresponding Solution
B. The system administrator sets up Data Categories to categorize
articles
C. The system admin sets up Article Types in order to have customised
layouts based on the type of article being created
*D. Knowledge articles can be included in the customer or partner portal. |
|
|
Term
| In what order does Salesforce process these automation features? |
|
Definition
A. Validation Rules, Assignment Rules, Escalation Rules, Workflow
Rules
B. Assignment Rules, Auto Response Rules, Validation Rules, Workflow
Rules
C. Auto Response rules, Workflow Rules, Assignment Rules, Workflow
Approvals
*D. Validation Rules, Assignment Rules, Auto Response Rules, Workflow
Rules |
|
|
Term
AW Computing wish to have their sales reps mark certain accounts as
strategic. If the account is a strategic account, then the user should
also be able to assign an internal executive sponsor. This executive
sponsor would be a member of the AW Computing executive
management team and sales reps should be prevented from selecting
a user who is not part of the executive management team. What is
the best way to build this functionality? |
|
Definition
A. Create a picklist to track if the account is strategic and an Exec Sponsor
picklist and create a field dependency
B. Create a checkbox field to indicate if the account is strategic and a
picklist to track the Executive Sponsor
C. Create a checkbox field to indicate if the account is strategic and a
lookup field to track Executive Sponsor and a look up filter to ensure only
Executive Management users are only selectable
D. Create a lookup field to track if the account is strategic and a lookup to
track the Executive Sponsor and create a field dependency to ensure
that only Executive Management users are only selectable. |
|
|
Term
Users require the following to use Salesforce Content? (choose all
that apply) |
|
Definition
A. A Chatter Free license
B. A content feature license
C. The Salesforce CRM Content User checkbox on their user record
checked
D. Read, create, edit and delete permissions on the Content object in
their profile |
|
|
Term
To prevent users from viewing the Commission field in list views,
search results and reports, the system administrator should |
|
Definition
A. Use Field Level Security to hide the field
B. Use Field Level Security to make the field read only
C. Remove the field from the page layout
D. Use a formula field to display the Commission value |
|
|
Term
Removing a field from the page layout will also prevent users from
viewing that field in reports, list views and search results. |
|
Definition
|
|
Term
If field level security specifies that the Credit Card Number field is
hidden from users in the Marketing User profile but the system
administrator made the field read only on the page layout, what is
the effect on the user? |
|
Definition
A. The field will be read only
B. The field will be hidden
C. The field will be editable
D. The field will only be editable if the user is the owner of the record |
|
|
Term
What permission is needed for a user to be able to convert a lead?
(choose all that apply) |
|
Definition
A. Edit and delete permission for Leads
B. They must be the system administrator
C. The Convert Lead permission
D. Create and edit rights on Leads, Accounts, Contacts and
Opportunities |
|
|
Term
When mass transferring Accounts from one user to another, what
other records get transferred? (choose all that apply) |
|
Definition
A. Open activities
B. Completed activities
C. Contacts
D. Campaigns |
|
|
Term
AW Computing needs to export Account records including any
attachments associated to the Accounts. Which tool should the
system admin use? |
|
Definition
A. Data loader
B. Weekly data export
C. Reports
D. Import Wizard |
|
|
Term
When updating Account records using data loader, what should be
included in the import file? |
|
Definition
A. Salesforce ID
B. Account Site
C. Account Owner
D. Date/Time Created |
|
|
Term
AW Computing wish to send an email to their customers when their
cases have been closed. How would this be accomplished? |
|
Definition
A. Escalation rule
B. Auto response rule
C. Assignment rule
D. Workflow rule |
|
|
Term
In order to set up Mobile Lite for users, the system administrator
should do which of the following |
|
Definition
A. Define Mobile Configuration(s)
B. Define Data Sets
C. Test
D. All of the above |
|
|
Term
| Inline editing updates the field when |
|
Definition
A. The field is saved/updated
*B. When the record is saved/updated
C. When the return key is pressed
D. None of the above |
|
|
Term
If a company opts to use Custom Fiscal Years, they cannot use the
standard forecasting option. |
|
Definition
|
|
Term
| Which of the following are not standard objects? |
|
Definition
A. Opportunities
B. Solutions
*C. Job Applicants
D. Accounts
E. Campaigns |
|
|
Term
| Which of the following are part of the Service Cloud offering? |
|
Definition
A. Opportunities
*B. Knowledge
*C. Entitlements
D. Campaigns
E. Quotes |
|
|
Term
Which of the following are controlled by Locale Settings? (choose
all that apply) |
|
Definition
*A. Date formats
*B. Time formats
*C. Time zone
*D. Language
*E. Name order
*F. Number formats |
|
|
Term
If the company locale is set to US English, all users will have a
locale of US English and this cannot be changed. |
|
Definition
|
|
Term
If your company’s fiscal year follows the Gregorian calendar, you
must use Custom Fiscal Years. |
|
Definition
|
|
Term
| In order to enable multi-currency feature in Salesforce, you must |
|
Definition
*A. Contact Salesforce.com
B. Check the Enable Multi-currency checkbox in your Chatter profile
C. Operate your business in at least two different countries
D. You cannot enable this feature once you’ve implemented Salesforce. |
|
|
Term
Which feature effectively allows you to “lock” the converted amount
on closed opportunities? |
|
Definition
A. Locale
B. Company Profile
C. Multi-currency
*D. Advanced Currency Management
E. None of the above |
|
|
Term
Which of the following are true about User Interface Settings?
(choose all that apply) |
|
Definition
*A. They are global settings that apply to all users
B. They are set for certain profiles
*C. They are typically turned off by default and must be turned on by the
System Admin
D. Users can opt to turn certain user interface settings off |
|
|
Term
| Which of the following are true about List Views? |
|
Definition
*A. Save list views for future use.
*B. Specify which groups of users have access to the list view.
*E. Print list views.
*F. Follow records and view related Chatter posts.
G. Export List View data to Excel
H. All of the above |
|
|
Term
A _________ defines a collection of settings and permissions that
determines what users can see in the user interface, and what
they can do. |
|
Definition
A. Role
B. Chatter feed
*C. Profile
D. Company Profile |
|
|
Term
| Which of the following is not a standard Profile? |
|
Definition
A. System Administrator
B. Read only
*C. Marketing Director
*D. Partner Portal User
*E. Standard Administrator |
|
|
Term
A user with a Chatter Free User profile has access to records in
Salesforce such as Accounts and Contacts. |
|
Definition
|
|
Term
| Standard profile permissions cannot be edited. |
|
Definition
|
|
Term
System administrators can modify tab settings for custom profiles
with the following values: (choose all that apply) |
|
Definition
A. Private
B. Public Read Only
*C. Default On
*D. Default Off
*E. Hidden
F. Read Only
G. Visible |
|
|
Term
If a user leaves your company, the system administrator should do
the following to prevent future access to the Salesforce org: |
|
Definition
A. Delete their user record
*B. De-activate their user record
C. Delete any accounts or contacts owned by that user
D. None of the above |
|
|
Term
| An active user record consumes a license. |
|
Definition
|
|
Term
A system administrator can opt to lock users out of the Salesforce
org if they exceed a certain number of failed login attempts. |
|
Definition
|
|
Term
When a user record is deactivated, the following are true (choose all
that apply)alesforce
records |
|
Definition
*A. The user can no longer log into the Salesforce application
B. The user’s profile is automatically changed to the Read Only
standard profile
*C. The user’s license is released and can be assigned to another user
*D. The user is removed from all meeting invitations related to Salesforce
records |
|
|
Term
Where can a system administrator go if they are trying to determine
why a user cannot log in to Salesforce? (select all that apply) |
|
Definition
*A. The Login History related list on the user’s record
B. The user’s profile
C. Manage Users | Login History
D. Call salesforce.com Support |
|
|
Term
What should a system administrator use to disable an application
for a group of users? |
|
Definition
A. Sharing Rules
B. Web tabs
C. Page layouts
*D. Profiles
E. Roles |
|
|
Term
To prevent a user from logging into the Salesforce org outside
normal business hours, the System Administrator would do this in |
|
Definition
A. The user record
*B. The user’s profile record
C. Network settings
D. The role hierarchy
E. None of the above |
|
|
Term
If a user tries to login outside the IP range specified in their profile,
the result will be: |
|
Definition
A. They will be logged in as normal
B. They will have to reset their password
C. They will be prompted to activate their computer
*D. They will be denied access
E. None of the above |
|
|
Term
When a user logs in the first time to Salesforce, the following takes
place (check all that apply) |
|
Definition
*A. A cookie is placed in the their browser
B. Pop ups are automatically disabled
*C. Their IP address is added to a trusted list
D. They are prompted to answer a security question |
|
|
Term
The system administrator needs to prevent telesales teams from
logging into Salesforce outside of the office; how will he/she do
this?
D. Contact salesforce.com as this feature must be enabled |
|
Definition
A. There is not way to do this
B. Setup | Security Controls | Network Access and specify the team’s
range of IP addresses
*C. Add the range of IP addresses to the team’s profile(s) |
|
|
Term
| Permission sets can replace the need for profiles. |
|
Definition
|
|
Term
| Only 1 permission set can be assigned to a user. |
|
Definition
|
|
Term
Used to set the default levels of access for users to records they do
not own. |
|
Definition
*A. Organization Wide Defaults
B. Roles Hierarchy
C. Profiles
D. Sharing Rules
E. Manual Sharing |
|
|
Term
If a user has public read-only access to records [that he/she does
not own], the following are true |
|
Definition
*A. The user can view the record but not edit it
B. The user can view and delete the record, but not edit it
C. The user can change the owner of the record
*D. The user can search for the record
*E. The user can report on the record |
|
|
Term
If there are any users in the organization that shouldn’t have view
access to Account records, the OWD for Accounts should be set
to |
|
Definition
A. Public Read Only
B. Public Read/Write/Transfer
*C. Private
D. None of the above |
|
|
Term
In a private sharing model, the following can be used when Role
Hierarchy alone isn’t sufficient when providing record access to
users (choose all that apply) |
|
Definition
A. Forecasting
*B. Sharing rules
*C. Manual Sharing
*D. Teams (Account, Sales and Case)
E. Apex Triggers |
|
|
Term
Criteria-based sharing rules allow administrators to share records
based on field values rather than record ownership. |
|
Definition
|
|
Term
Public groups can be used to simplify the creation of sharing rules
for Administrators. |
|
Definition
|
|
Term
Public groups can be any combination of other public groups,
users, roles and ________. |
|
Definition
A. Profile
*B. Roles & subordinates
C. Managers
D. None of the above |
|
|
Term
Sales reps at AW Computing need assistance from product
managers when selling certain products. Product managers do
not have access to Opportunities but need to gain access when
assisting on a specific deal. How can the system administrator
accomplish this? |
|
Definition
A. Notify the product manager using opportunity update reminders
B. Use similar opportunities to show opportunities related to the product
manager
C. Enable account teams and allow users to add the product manager
*D. Enable sales teams and allow users to add the product manager |
|
|
Term
Manual sharing allows administrators to grant one-off access to
individual records; users cannot grant this access even if they
own the record. |
|
Definition
|
|
Term
| Who can manually share records? |
|
Definition
A. The record owner
B. The record owner’s manager
C. The record owner’s manager’s manager
D. The system administrator
*E. All of the above
F. None of the above |
|
|
Term
If Field Level Security prevents a user from viewing the Credit Card
field on the Opportunity record, the user will also be prevented
from seeing this field (choose all that apply) |
|
Definition
A. In a related list
B. In search results
C. In reports
D. In list views
*E. All of the above
F. None of the above |
|
|
Term
| The following can be done by a System Admin to a standard field: |
|
Definition
*A. Change the field label
*B. Add help text
*C. Add/edit values of a picklist
D. Delete the field
E. All of the above
F. None of the above |
|
|
Term
What feature allows you to filter the values of one picklist based on
the value of another picklist. |
|
Definition
A. Lookup filter
B. Multi-select picklist
*C. Field dependency
D. Field independency |
|
|
Term
| A checkbox can be the controlling field to a dependent picklist. |
|
Definition
|
|
Term
AW Computing needs to track the manufacturer and model for
specific computers and laptops. How can the system
administrator ensure that manufacturer selected influences the
values available for model. |
|
Definition
A. Create a multi-select picklist field that includes both manufacturers
and models.
B. Create a lookup field from the manufacturer object to the model object
*C. Create a manufacturer field as a controlling picklist and the model as
a dependent picklist
D. Create a manufacturer field as the dependent picklist and the model
as the controlling picklist. |
|
|
Term
Lookup fields allow users to select a record from another object
during data entry, creating a parent-child relationship. |
|
Definition
|
|
Term
| Which of the following are true about formula fields? |
|
Definition
*A. They are read-only
*B. They will not display on record edit pages
C. They will not display on record detail pages
*D. They are not searchable
E. They will not display on reports |
|
|
Term
| A cross object formula references fields from parent objects. |
|
Definition
|
|
Term
| Page layouts are assigned to _____________. |
|
Definition
A. Users
*B. Profiles
C. Roles
D. Roles & subordinates |
|
|
Term
Use ____________ ____________ to filter or segment picklist values
based on the user’s profile. |
|
Definition
*A. Record Types
B. User Profiles
C. Role Hierarchy
D. Business Processes
E. Field Level Security |
|
|
Term
| Which of the following objects support business processes? |
|
Definition
*A. Cases
*B. Opportunities
C. Campaigns
D. Knowledge |
|
|
Term
When creating a sales process, the System Administrator will be
modifying/filtering the values of the __________ field. |
|
Definition
A. Amount
*B. Stage
C. Next Steps
D. Status
E. Close Date |
|
|
Term
The system administrator has been asked to create a way to track
Shipments of products to customers; Shipments should be closely
tied to the Opportunity record and there may be more than one
shipment record per Opportunity and the Opportunity should be
required (i.e. Users cannot save a Shipment record without
associating it to an Opportunity). The system administrator should
create: |
|
Definition
A. A cross object formula displaying Opportunity ID on the Shipment
record
B. A Master – Detail relationship on the Shipment object to the
Opportunity object
*C. A lookup relationship on the Opportunity object to the Shipment object
D. A lookup relationship with a lookup filter from Opportunity to Shipment |
|
|
Term
In order to create a many-to-many relationship between two objects,
a junction object must be created; this junction object will have a
Master-Detail relationship to both objects. |
|
Definition
|
|
Term
AW Computing would like to audit the changes made to Account
records; the system administrator will enable Field History Tracking
for Accounts – what else should the system administrator do?
(choose all that apply) |
|
Definition
*A. Select up to 20 fields to track
B. Select a minimum of 5 fields to track
*C. Add the Account History related list to the Account page layout
D. Modify the columns on the Account History related list
E. Enable Field History Tracking on Contacts |
|
|
Term
To enable Field History Tracking for an object, the system
administrator must also add the related list to the page layout. |
|
Definition
|
|
Term
AW Computing wish to prevent sales reps from progressing the
opportunity stage if key fields (like Amount and Next Step) are not
completed; the system administrator could |
|
Definition
A. This is not possible
B. Make the fields required on the page layout
C. Make the fields universally required
*D. Create a validation rule that conditionally requires fields based on the
Stage of the Opportunity |
|
|
Term
The system administrator wishes to create a validation rule that
prevents sales users from saving an Opportunity record as Closed
Lost without entering a Close Reason field. Which of the following
expressions can be used when creating the validation rule? |
|
Definition
A. Stage = Closed Lost AND Close_Reason = “”
B. Stage CONTAINS Closed && Close_Reason_c ISBLANK
*C. ISPICKVAL (StageName, “Closed Lost”) && ISBLANK
(Close_Reason_c)
D. ISPICKVAL (StageName = Closed Lost) AND ISBLANK
(Close_Reason_c) |
|
|
Term
In order to update records using the Data Loader, what field must be
present in the csv file? |
|
Definition
A. Owner
*B. Salesforce ID
C. Record Owner
D. Object Name |
|
|
Term
You will need a security token to access Salesforce via (choose all
that apply) |
|
Definition
A. Import Wizard
*B. Data Loader
*C. Salesforce for Outlook
D. All of the above |
|
|
Term
| The Data Loader can de-duplicate records during import. |
|
Definition
|
|
Term
In order to import Opportunity records into Salesforce, a system
administrator may use the Import Wizard. |
|
Definition
|
|
Term
What should a system administrator consider before importing a set
of records into Salesforce. |
|
Definition
*A. The import file should include a record owner for each record
*B. Validation rules are not triggered when importing data using the import
wizard
*C. Data should be de-duplicated in the import file prior to import
*D. Currency field values will default to the personal currency of the
record owner |
|
|
Term
Which of the following can be used to create a back up of data from
Salesforce? |
|
Definition
*A. Weekly Data Export
*B. Data Loader
C. Import Wizard
*D. Reports
E. Dashboards |
|
|
Term
| Deleted records will be stored in the Recycle Bin for up to 15 days. |
|
Definition
|
|
