Which of these is NOT one of the six key project steps?

• Plan
• Build
• Train
• Validate
• Analyse
• Test
• Deploy
• Design

• Train
• Test

The six steps are:

Plan

Analyse

Design

Build

Validate

Deploy

Which of the following should be included in the Project Plan document?

• Purpose & Scope
• Roles & resources
• Assumptions and Dependencies
• Risks
• Milestones
• Data migration plan
• Communication plan
• Training plan 
• Client Signoff 

• Purpose & Scope
• Roles & resources
• Assumptions and Dependencies
• Risks
• Milestones
• Data migration plan
• Communication plan
• Training plan 
• Client Signoff 

What are the key questions to ask for eacah SFDC area during the Analyse phase?

Select three:

What are the pain points?

What is your curent process?

Who should have access?

What metrics are most important?

What are the pain points?

What is your curent process?

Who should have access?

What metrics are most important?

What are the outputs of the Design phase?

Select three:

Solution design

Technical design

Training Plan

Communication Plan

Document signoff

Solution design

Technical design

Training Plan

Communication Plan

Document signoff

What are the main design considerations?

• Multi-currency
• Channel management
• Territory management
• Campaign management
• Sales productivity tools
• Salesforce to Salesforce

• Multi-currency
• Channel management
• Territory management
• Campaign management
• Sales productivity tools
• Salesforce to Salesforce

In what kind of sharing model are Terriories typically used? 

Territories are typically used in a Private sharing model to assign users access to accounts based on Territories 

What is a Territory?

A Territory is:

a grouping of accounts based on a set of common characteristics such as region, product line, customer segment and top accounts.

What objects are impacted by sharing by Terriories?

Accounts and their associated

Contacts, Opportunites & Cases

An opportunity can be associated with only one territory.

True or false.

True.

Accounts can be associated with multiple terriorties, but opporutnites can only be associated with a single territory.

What setting needs to be enabled for Terriroty Management to be used?

Customisable forecasting must be enabled.

Can Territory management be disabled once activated?

No.

List the which currency types are available for summarising currency fields in a report.  Select two:

User's currency 

Report Currency 

Company currency

User's currency (Default)

Report Currency (selected for specific report)

Company currency

Can a currency display be selected at component level on a dashboard?

No.

Dashboard components disply currency fields using the currency of the underlying report.

Name the roles available in the Parter Portal Role hierarchy.

Partner Executive

Partner Manager

Partner Sales

Partner User

Partner Executive

Partner Manager

Partner Sales

Partner User

Can Partner Portal roles be modified?

No.

Can Custom portal profiles be created, or do you have to select from the standard three portal profiles?

Custom Partner Portal profiles may be created.

The profile determines the standard and cutom object permissions for the partner.

What are the main three points to consider for a Sales Cloud implementation with respect to Channel management?  Select three:

• Consider using Portals (Customer/partner)
• Consider using Web to Lead
• Consider using SF to SF
• Consider using Communities

• Consider using Portals (Customer/partner)
• Consider using Web to Lead
• Consider using SF to SF
• Consider using Communities

Forecast data is derived from the opportunities associated with the accounts in your territory.

True or False?

True

Users who belong to multiple territories have a single forecast that includes sales in all relevant territories.

True or false?

False.

Users will have one forecast for each territory to which they are assigned.

Which of the following is NOT aproductivity tools available for the Sales Cloud?

• Chatter
• Salesforce for Outlook
• Salesforce Mobile
• Service Console
• Connect Offline
• Email Templates
• Communities
• Mail Merge Templates
• Content

• Chatter
• Salesforce for Outlook
• Salesforce Mobile
• Service Console
• Connect Offline
• Email Templates
• Communities
• Mail Merge Templates
• Content

Content allows you to send online content to external recipients.

True or False

True

Can Partner Portal users access Content?

Yes.

Partners can be granted access to view Content in the Partner Portal. 

What should the Solution Design document define?

The Solution Design Document should define business processes, 

how the system will be configured

and should provide a reference guide.

Which step(s) are optional at a Solution Design Review?

Review design using prototye 

Validate design and identify gaps

Document design decisions

Review design using prototye (optional)

Validate design and identify gaps

Document design decisions

What aspects of security and access should be covered in the design document?

Organistion-wide defaults

Role hierarchy

Sharing rules

Manual sharing

Account Teams

Opportunity Team selling

Profiles

Organistion-wide defaults

Role hierarchy

Sharing rules

Manual sharing

Account Teams

Opportunity Team selling

Profiles

Does account hierarchy determine record access?

No.

If you share a parent account, in order to for the other party to see the child accounts they have to be specifically shared.

What does a profile control?

A profile is a collection of settings that control:

• Apps and Tabs accessibility
• Record types and page layout accessibility
• System, apps, and object permissions
• Field accessibility 

What can you do to improve the success rate of leads?

• Define a lead qualification process
• Use a lead scoring system to prioritise leads
• Establish a cross-functional team that is reponsible for lead data quality

What steps occur during the Build phase?

1. Application configuration
2. Code development & review
3. Alpha review of system
4. Data preparation and migration of test data
5. Beta review with test data
6. Test script development
7. Communications to build buzz
8. Development of training materials

What steps occur during the Validate phase?

1. End to end testing
2. Develop go-live support plan
3. Communications continue to build buzz
4. Develop training materials
5. Signoff to go live

What steps are involved in end-to-end testing?

1. Clean out test data
2. Reload refined data
3. Prepare test environment for integrations
4. Broader team performs test scripts

1. Clean out test data
2. Reload refined data
3. Prepare test environment for integrations
4. Broader team performs test scripts

What are the steps invovled in the Go-Live Support Plan?

1. Establish process to report issues
2. Define escalation path
3. Define meeting schedule to review open issues and escalations

Name the steps involed in the Deploy step.

1. Training kickoff
2. End to End Testing
3. Beta Review
4. Final data import
5. Final integration code into the prodn org
6. Go live
7. Knowledge transfer
8. Project signoff
9. Project feedback

What is involved in the Final Data Migration step?

1. Obtain signoff on post- migration data validation strategy
2. Clear out test data
3. Lock down legacy system data changes
4. Exctract legacy data
5. Consider deactivating validation rules and Apex triggers
6. Migrate full data set using Data Loader
7. Montior success/ failure logs
8. Validate the migration

Which 3 of these steps are involved in developin a post data migration validation strategy?

1) Degree of spot checks

2) Timing of data migration

3) Business user involvement

4) Total record counts per object

5) Which objects should be checked

 
1) Degree of spot checks
2) Timing of data migration
3) Business user involvement
4) Total record counts per object
5) Which objects should be checked

What should be considered with third party integrations? Select 2 answers:

1. Volume and frequency of data flow
2. Database structure
3. Ability to call a web service

1. Volume and frequency of data flow
2. Database structure
3. Ability to call a web service

What steps must be complete before Prodution go-live? Select four:

• Configuration complete
• Data migration complete
• Integrations complete
• Data migration signed off
• Project signed off

• Configuration complete
• Data migration complete
• Integrations complete
• Data migration signed off
• Project signed off- occurs post go-live

What key messages should be included in the SFDC Launch Communication?

• Benefits to end users
• Training schedule
• Where to find their login information
• That they have the support they need

• Benefits to end users
• Training schedule
• Where to find their login information
• That they have the support they need

What is involved in handover for Salesforce Administration
 Select three:

• Deliver solution design
• Deliver test scripts and results
• Review administrative tasks
• Deliver data migration plan 
• Deliver the technical design

• Deliver solution design
• Deliver test scripts and results
• Review administrative tasks
• Deliver data migration plan 
• Deliver the technical design

Which of these occurs during project feedback and close out?

• Customer Sat survey
• Lessons learned
• Ongoing support plan
• Engagement reviews
• Celebration
• Case study

All of these steps occur during proejct feedback and close out:

• Customer Sat survey
• Lessons learned
• Ongoing support plan
• Engagement reviews
• Celebration
• Case study

Who should be consulted to discuss the overall company goals for the new system?

What stage of the process does this occur?

The Executive sponsors set the goals.

This occurs during the Planning phase.

When should the Pre-Sales knowledge transfer occur?

1) On deployment

2) At the start of the Analyze stage

3) At the start of the planning stage

4) During the Design stage

3) At the start of the planning stage

This occurs after discovering the goals but before the project Kickoff.

What information is passed during the pre-sales knoweldge transfer? Select two:

• Relationship with stakeholders
• Project budget
• Key milestones
• Key business requirements and success criteria

• Relationship with stakeholders
• Key business requirements and success criteria

What are the responsibilties of the Client IT Project Manager? Select three:

• Primary project contact
• Manage project budget
• Manage project risk
• Coordinate stakeholders
• Change management planning

• Primary project contact
• Manage project budget - Consultant PM
• Manage project risk  - Consultant PM
• Coordinate stakeholders
• Change management planning

Other responsibilities are:

• Sign off project docs
• Recipient of Status updates from Consultant PM
• Recipient of risk updates from Consultant PM

Partner roles appear in the standard company role hierarchy for an organisation.

True or false?

False.

In which phase do you find the 'Project Plan signoff' step?

• Plan
• Analyse
• Design
• Build
• Validate
• Deploy 

Plan

Identifying 'as is' and 'to be' processes are part of which step?

1. The requirements workshop in the Plan step
2. The requirements workshop in the Analyse step
3. The solution design in the Analyse step
4. The purpose and scope in the Plan step

The requirements workshop in the Analyse step.

Put these Analyse steps in order:

Communications to gain buy in

Prioritise and confirm requirements

Requirements document signoff

Requirments workshop

1. Communications to gain buy in
2. Requirments workshop
3. Prioritise and confirm requirements
4. Requirements document signoff

How do you expose portal functionality to Public users?

Use Sites to expose a portal to public users.

Communities are used to share what?

Select two: 

• Ideas
• Cases
• Solutions
• Questions

• Ideas
• Questions

Can Communities be exposed to Public users?

Yes, you can expose Communites to public users using Sites.

Multiple users can be assigned to a Territory.

True or False?

True

Accounts can be associated with only one Territory.

True or False?

False.

An account can be associated with multiple Terriories.

It is possible to password protect Content files.

True or False?

True

Can you make Content available to Customers or Partners?

You can grant Content access to Partners via the Partner Portal.

Customers cannot be granted access to Content.

Can Content items be sent to external recipients?

Yes

What is the purpose of Account Teams?

Account Teams enable the user to grant additional access to their accounts and related records.

When designing a solution for Opportunties,what additonal opportunity-related functions should you consider?

Big deal alerts

Similar Opportunities

Update reminders

Which step would you find the following tasks?

Alpha review

Beta review

Migration of test data

Build

What THREE things should test scripts include?

Test conditions

Use cases

Actions

Data validation

Expected results

Test conditions

Use cases

Actions

Data validation

Expected results