In Salesforce, what is an object?

• A set of items that supports a business process
• Tables in the Salesforce database that store a particular kind of information.
• Rows in database tables
• Columns in database tables

Objects are tables in the Salesforce database that store a particular kind of information. There are standard objects like Accounts and Contacts and custom objects like the Property object you see in the graphic.

More Information:

What happens when a user is already logged in when restricted hours start?

• If users are logged in when their login hours end, they can continue to view their current page, but they can’t take any further action.
• The user can keep working normally
• The user will have 5 minutes to save their work before being logged out of Salesforce.
• The user will have 30 minutes to save their work before being logged out of Salesforce.

When restricted hours start the user can continue to view the current page, but they can't take any further action.

More Information:
https://help.salesforce.com/articleView?id=users_profiles_epui_login_hours_edit.htm&type=5

When you hear the term "Org" what does that mean?

• Org is short for organization, and it refers to a specific instance of Salesforce.
• Org is short for organization, and it refers to a standard object in Salesforce.
• Org is short for organization, and it refers to the non-profit version of Salesforce.
• Org is short for organization, and it refers to a global instance of Salesforce.

Org is short for organization, and it refers to a specific instance of Salesforce. Your company can have one or multiple orgs.

What happens when a user is already logged in when restricted hours start?

• The user will have 30 minutes to save their work before being logged out of Salesforce.
• If users are logged in when their login hours end, they can continue to view their current page, but they can’t take any further action.
• The user will have 5 minutes to save their work before being logged out of Salesforce.
• The user can keep working normally

When restricted hours start the user can continue to view the current page, but they can't take any further action.

More Information:
https://help.salesforce.com/articleView?id=users_profiles_epui_login_hours_edit.htm&type=5

What editions are available to view and edit hours in the Enhanced Profile User Interface?

• Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions
• Professional, Enterprise, Performance, Consumer, Developer, and Database.com Editions
• Professional, Enterprise, Performance, Unlimited, Developer, and Lightning.com Editions
• Expanded, Enterprise, Performance, Unlimited, Developer, and Database.com Editions

The editions that are available to view and edit hours in the Enhanced Profile User Interface are:

• Professional
• Enterprise
• Performance
• Unlimited
• Developer
• Database.com

More Information:
https://help.salesforce.com/articleView?id=users_profiles_epui_login_hours_edit.htm&type=5

What editions are available to view and edit hours in the Enhanced Profile User Interface?

• Professional, Enterprise, Performance, Consumer, Developer, and Database.com Editions
• Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions
• Expanded, Enterprise, Performance, Unlimited, Developer, and Database.com Editions
• Professional, Enterprise, Performance, Unlimited, Developer, and Lightning.com Editions

The editions that are available to view and edit hours in the Enhanced Profile User Interface are:

• Professional
• Enterprise
• Performance
• Unlimited
• Developer
• Database.com

More Information:
https://help.salesforce.com/articleView?id=users_profiles_epui_login_hours_edit.htm&type=5

Developing without code is known as _________.

• Programmatic development
• Declarative development
• Intended development
• Dynamic development

Declarative development

More Information:
  Developing without code is known as declarative development. With declarative development, you use forms and drag-and-drop tools to perform powerful customization tasks. The platform also offers programmatic development, which uses things like Lightning components, Apex code, and Visualforce pages. But if you’re not a programmer, you can still build some amazing things on the platform.

When you sign up for Salesforce to do a trial run to see if it meets your needs, your Salesforce org is initially populated with sample data. During your trial period, Salesforce admins can delete the sample data and all your org’s data by using the _______________.

• Delete Trial Data link
• Remove Data link
• Delete all Data link
• Remove Trial Data link

Salesforce admins can delete the sample data and all your org’s data by using the Delete all Data link.

More Information:
https://help.salesforce.com/articleView?id=deleting_trial_data.htm&type=5

When you sign up for Salesforce to do a trial run to see if it meets your needs, your Salesforce org is initially populated with sample data. During your trial period, Salesforce admins can delete the sample data and all your org’s data by using the _______________.

• Remove Trial Data link
• Delete Trial Data link
• Remove Data link
• Delete all Data link

Salesforce admins can delete the sample data and all your org’s data by using the Delete all Data link.

More Information:
https://help.salesforce.com/articleView?id=deleting_trial_data.htm&type=5

The Delete All Data link is visible only when all these conditions are met in a trial org:
(Pick 4)

• The user has the “Modify All Data” user permission.
• The org is in a trial state.
• The org doesn’t have portals enabled.
• The user isn’t a Partner Administrator, acting on another user’s behalf.
• The org has portals enabled.
• The org isn't in a trial state.
• The user has "API access" enabled.
• The user has the “Modify All Meta Data” user permission.

The Delete All Data link is visible only when all these conditions are met in a trial org:

• The user has the “Modify All Data” user permission.
• The org is in a trial state.
• The org doesn’t have portals enabled.
• The user isn’t a Partner Administrator, acting on another user’s behalf.

More Information:
https://help.salesforce.com/articleView?id=deleting_trial_data.htm&type=5

When you want to reuse a set of picklist values without having to re-enter them each time, how do you do that?

• Create a Picklist collection set.
• Create a Picklist enhancement set.
• Create a Local Picklist value set.
• Create a Global Picklist value set.

Create a Global Picklist value set.

More Information:
 Global Picklist value set let you share values across objects as custom picklist fields on a global value set to inherit its values. The value set is restricted so users can't add unapproved values through the API.

The Delete All Data link is visible only when all these conditions are met in a trial org:
(Pick 4)

• The org doesn’t have portals enabled.
• The org has portals enabled.
• The org isn't in a trial state.
• The user has "API access" enabled.
• The user has the “Modify All Data” user permission.
• The user has the “Modify All Meta Data” user permission.
• The user isn’t a Partner Administrator, acting on another user’s behalf.
• The org is in a trial state.

The Delete All Data link is visible only when all these conditions are met in a trial org:

• The user has the “Modify All Data” user permission.
• The org is in a trial state.
• The org doesn’t have portals enabled.
• The user isn’t a Partner Administrator, acting on another user’s behalf.

More Information:
https://help.salesforce.com/articleView?id=deleting_trial_data.htm&type=5

When will the Delete All Data link not work when trying to delete trial data in a trial org?

• Data storage limits - delete accounts first.
• The org is in a trail state
• The user doesn't has the “Modify All Meta Data” user permission.
• The org doesn’t have portals enabled.

The Delete All Data link not work when Data Storage limits have been exceeded. For example: Too many accounts. Delete the accounts first then try the Delete All Data Link again.

More Information:
https://help.salesforce.com/articleView?id=deleting_trial_data.htm&type=5

When will the Delete All Data not work when trying to delete trial data in a trial org?

• The org is in a trail state
• The org doesn’t have portals enabled.
• Data storage limits - delete accounts first.
• The user doesn't has the “Modify All Meta Data” user permission.

The Delete All Data link not work when Data Storage limits have been exceeded. For example: Too many accounts. Delete the accounts first then try the Delete All Data Link again.

More Information:
https://help.salesforce.com/articleView?id=deleting_trial_data.htm&type=5

Where is the information about your company kept in Salesforce?

• Company Information page
• Company Configuration page
• Organization Information page
• Organization COnfiguration page

Company information is kept on the Company Information page.

More Information:
https://help.salesforce.com/articleView?id=admin_profile.htm&type=5

Where is the information about your company kept in Salesforce?

• Company Configuration page
• Organization COnfiguration page
• Company Information page
• Organization Information page

Company information is kept on the Company Information page.

More Information:
https://help.salesforce.com/articleView?id=admin_profile.htm&type=5

What permissions do you need to edit company information?

• Modify All Data
• Modify All Meta Data
• View setup and configuration
• View Portal Information

The Modify All permission is needed to edit Company Information.

More Information:
https://help.salesforce.com/articleView?id=admin_profile.htm&type=5

What permissions do you need to edit company information?

• Modify All Meta Data
• View setup and configuration
• View Portal Information
• Modify All Data

The Modify All permission is needed to edit Company Information.

More Information:
https://help.salesforce.com/articleView?id=admin_profile.htm&type=5

What page can you find the API request for the last 24 hours?

• Administration profile
• Company Information
• User Record
• Organization Configuration

The Company Information page will display the API request for the last 24 hours.

More Information:
https://help.salesforce.com/articleView?id=company_information_fields.htm&type=5

What page can you find the API request for the last 24 hours?

• User Record
• Administration profile
• Organization Configuration
• Company Information

The Company Information page will display the API request for the last 24 hours.

More Information:
https://help.salesforce.com/articleView?id=company_information_fields.htm&type=5

When it comes to standard functionality and you need to help customers after the sale, what does salesforce give you to do this task?

• Leads and Opportunities to manage sales
• The customizable Salesforce mobile app
• Cases and Communities for customer engagement
• Marketing Cloud to manage your customer journeys

 When you need to help customers after the sale, Salesforce gives you Cases and Communities for customer engagement.

More Information:
  Salesforce comes with a lot of standard functionality or out-of-the-box products and features that you can use to run your business. Here are some common things businesses want to do with Salesforce and the features we give you that support those activities.

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Where do you find the information "Used Data Space"?

• Meta Data Download link
• Company Information
• User Record
• Organization Configuration

Used Data Space is found on the Company Information page

More Information:
https://help.salesforce.com/articleView?id=company_information_fields.htm&type=5

Where do you find the information "Used Data Space"?

• Organization Configuration
• User Record
• Company Information
• Meta Data Download link

Used Data Space is found on the Company Information page

More Information:
https://help.salesforce.com/articleView?id=company_information_fields.htm&type=5

When a case is deleted, the following are deleted except:

• Solution
• Case comments
• Case activities
• Case tasks

When a case is deleted the solution is NOT deleted.

More Information:
https://help.salesforce.com/articleView?id=cases_delete.htm&type=5

When a case is deleted, the following are deleted except:

• Case comments
• Case activities
• Solution
• Case tasks

When a case is deleted the solution is NOT deleted.

More Information:
https://help.salesforce.com/articleView?id=cases_delete.htm&type=5

TRUE OR FALSE:

  If you delete an event, task, case comment, or attachment from a case—and then delete the case— the event, task, case comment, or attachment can be restored via undelete.

TRUE

If you delete an event, task, case comment, or attachment from a case—and then delete the case— the event, task, case comment, or attachment can be restored via undelete.

More Information:
https://help.salesforce.com/articleView?id=cases_delete.htm&type=5

You can associate each business process with one / more record types and make it available to users based on their:

• Role
• Profile
• OWD
• Licence Type
• Salesforce Edition

You can associate each business process with one / more record types and make it available to users based on their Profile

More Information:
https://help.salesforce.com/articleView?id=creating_multiple_business_processes.htm&type=5 https://help.salesforce.com/articleView?id=customize_processes.htm&type=5

To create or change a business process what user permission is required?

• Customize Application
• API
• Edit Application
• Ability to transfer

The Customize Application is required to create or change a business process.

More Information:
https://help.salesforce.com/articleView?id=creating_multiple_business_processes.htm&type=5

How many active workflow rules can you create per entity?

• 10
• 15
• 20
• 50

You can create 50 active workflow rules per entity.

More Information:
https://help.salesforce.com/articleView?id=limits_approvals_workflows.htm&type=0

Salesforce limits the number of total and active rules in your org, the number of time triggers and actions per rule. It also processes a limited number of daily emails and hourly time triggers. What is the total rules allowed across objects?

• 200
• 500
• 2000
• 5000

The limit is 2000 total rules across objects.

More Information:
https://help.salesforce.com/articleView?id=limits_approvals_workflows.htm&type=0

When is the help text for a field displayed?

• It is displayed next to the field
• When the user mouses over the information icon next to the field
• When clicking on the help icon at the top of the page
• Help text isn't displayed. It is for system admistration to use

The help text for a field displayed when the user mouses over the information icon next to the field

Salesforce limits the number of total and active rules in your org, the number of time triggers and actions per rule. It also processes a limited number of daily emails and hourly time triggers. What is the total rules allowed per object?

• 200
• 500
• 2000
• 5000

The total rules allowed per object is 500

More Information:
https://help.salesforce.com/articleView?id=limits_approvals_workflows.htm&type=0

What are the total number of time triggers allowed per workflow rule?

• 5
• 10
• 15
• 25

The total number of time triggers allowed per workflow rule is 10

More Information:
https://help.salesforce.com/articleView?id=limits_approvals_workflows.htm&type=0

What is the daily allocation for email alerts for the Unlimited edition?

• 200
• 500
• 2000
• 5000

The daily allocation for email alerts is 1000 for the Unlimited edition

More Information:
  The daily allocation for emails sent through email alerts is 1,000 per standard Salesforce license per org—except for free Developer Edition and trial orgs, where the daily workflow email allocation is 15. The overall org allocation is 2,000,000. This allocation applies to emails sent through email alerts in workflow rules, approval processes, flows, processes, or the REST API. https://help.salesforce.com/articleView?id=limits_approvals_workflows.htm&type=0

How many immediate actions per workflow rule is allowed?

• 50
• 30
• 40
• 100

40 immediate actions per workflow rule are allowed.

More Information:
https://help.salesforce.com/articleView?id=limits_approvals_workflows.htm&type=0

• Banner section
• Highlights panel
• Details section
• Chatter panel

Details Section

For workflow limits, what is the total number of time triggers allowed per hour?

• 200
• 500
• 1000
• 2000

For workflow limits, 1000 time triggers are allowed per hour.

More Information:
https://help.salesforce.com/articleView?id=limits_approvals_workflows.htm&type=0

In order to enable multi-currency feature in Salesforce, you must

• Contact Salesforce.com
• Check the Enable Multi-currency checkbox in the Company Information page
• Operate your business in at least two different countries
• You cannot enable this feature once you've implemented Salesforce.

In order to enable multi-currency feature in Salesforce, you must Check the Enable Multi-currency checkbox in the Company Information page

More Information:
https://help.salesforce.com/articleView?id=000313263&type=1&mode=1

Can a User Record be permanently deleted from the Salesforce.com

• Yes
• No
• Depends on Profile Settings of the Administrator
• User Records can be archived so that they are available on request

User Records can NOT be permanently deleted from the Salesforce.com

More Information:
https://help.salesforce.com/articleView?id=deactivating_users.htm&type=5

Inline editing updates the field when:

• The field is saved/updated
• When the record is saved/updated
• When the return key is pressed
• None of the above

Inline editing updates the field when the record is saved/updated

More Information:
  Inline editing is a feature by which one can edit a record without pressing the edit button. User goes to the detail page, doubles click on a field, changes to a new value and presses save. This process makes sure the field value is updated to the new value.

Inline editing limitations:

• Does not work for all fields, some fields are exception to Inline editing like opportunity stage.
• Inline editing can not be turned on for one user and turned off for another. It is global and works for all or none

When are data validation rules executed?

• A User Saves a Record
• Before records are imported
• Using the Data Loader and/or other API tools
• Only after Workflow rules run.

Data validation rules executed when:

• A User Saves a Record
• Before records are imported
• Using the Data Loader and/or other API tools

Workflow rules are not required to run a validation rule.

More information:
https://help.salesforce.com/articleView?id=fields_validation_considerations.htm&type=5

Which type of rules are used in Salesforce?

• Validation rules
• Assignment rules
• Auto-response rules
• Workflow rules (with immediate actions)
• VisualForce rules
• Escalation rules
• Process rules

The following rules are used in Salesforce:

• Validation rules
• Assignment rules
• Auto-response rules
• Workflow rules (with immediate actions)
• Escalation rules

There are no such things as VisualForce rules or Process rules.

More information:
https://help.salesforce.com/articleView?id=fields_validation_considerations.htm&type=5

Custom Formula fields do NOT support which of the following functional expression?

• Adding multiple records together
• If/then/else conditional statements
• Clickable image buttons
• Combine text strings together

Custom Formula fields do NOT support clickable image buttons.

More information:

• https://help.salesforce.com/articleView?id=customize_formulas.htm&type=5
• https://resources.docs.salesforce.com/224/latest/en-us/sfdc/pdf/salesforce_formulas_cheatsheet.pdf
• https://help.salesforce.com/articleView?id=tips_on_building_formulas.htm&type=5

Which type of rules are NOT used in Salesforce?

• Validation rules
• Assignment rules
• Auto-response rules
• Workflow rules (with immediate actions)
• VisualForce rules
• Escalation rules
• Global rules

The following rules are NOT used in Salesforce:

• VisualForce rules
• Global rules

More information:
https://help.salesforce.com/articleView?id=fields_validation_considerations.htm&type=5

When are data validation rules executed?

• Only after Workflow rules run.
• A User Saves a Record
• Using the Data Loader and/or other API tools
• Before records are imported

Data validation rules executed when:

• A User Saves a Record
• Before records are imported
• Using the Data Loader and/or other API tools

Workflow rules are not required to run a validation rule.

More information:
https://help.salesforce.com/articleView?id=fields_validation_considerations.htm&type=5

Which type of rules are used in Salesforce?

• Escalation rules
• Assignment rules
• Process rules
• Auto-response rules
• VisualForce rules
• Workflow rules (with immediate actions)
• Validation rules

The following rules are used in Salesforce:

• Validation rules
• Assignment rules
• Auto-response rules
• Workflow rules (with immediate actions)
• Escalation rules

There are no such things as VisualForce rules or Process rules.

More information:
https://help.salesforce.com/articleView?id=fields_validation_considerations.htm&type=5

Custom Formula fields do NOT support which of the following functional expression?

• If/then/else conditional statements
• Combine text strings together
• Clickable image buttons
• Adding multiple records together

Custom Formula fields do NOT support clickable image buttons.

More information:

• https://help.salesforce.com/articleView?id=customize_formulas.htm&type=5
• https://resources.docs.salesforce.com/224/latest/en-us/sfdc/pdf/salesforce_formulas_cheatsheet.pdf
• https://help.salesforce.com/articleView?id=tips_on_building_formulas.htm&type=5

Which type of rules are NOT used in Salesforce?

• Validation rules
• Assignment rules
• Flow Rules
• VisualForce rules
• Auto-response rules
• Workflow rules (with immediate actions)
• Escalation rules
• Global rules

The following rules are NOT used in Salesforce:

• VisualForce rules
• Global rules
• Flow Rules

More information:
https://help.salesforce.com/articleView?id=fields_validation_considerations.htm&type=5

Users can import a maximum of how many account records at a time?

• 500
• 5,000
• 50,000
• 500,000

Users can import a maximum of 50,000 records at a time.

More Information:
https://help.salesforce.com/articleView?id=importing.htm&type=5

Users can import a maximum of how many account records at a time?

• 5,000
• 500
• 500,000
• 50,000

Users can import a maximum of 50,000 records at a time.

More Information:
https://help.salesforce.com/articleView?id=importing.htm&type=5

When you purchase Salesforce, what license do you buy?

• User-Level License
• Org-Level License
• Permission Set License
• Add-on License

When you purchase Salesforce, you buy an Org-Level License.

More information:
https://help.salesforce.com/articleView?id=overview_when_you_buy.htm&type=5

When you purchase Salesforce, what license do you buy?

• Permission Set License
• User-Level License
• Add-on License
• Org-Level License

When you purchase Salesforce, you buy an Org-Level License.

More information:
https://help.salesforce.com/articleView?id=overview_when_you_buy.htm&type=5

What is a permission set license?

• It lets you offer more functionality to users in your org. An example is Identity Connect.
• There is no such thing as a permission set license
• It extends functionality at the org level. An example is the purchase of more API requests to extend the limit for your org.
• It defines permissions such as Activate Contracts or View All Forecasts

A permission set license lets you offer more functionality to users in your org. An example is Identity Connect.

More Information:
https://help.salesforce.com/articleView?id=overview_when_you_buy.htm&type=5

What is a permission set license?

• There is no such thing as a permission set license
• It lets you offer more functionality to users in your org. An example is Identity Connect.
• It defines permissions such as Activate Contracts or View All Forecasts
• It extends functionality at the org level. An example is the purchase of more API requests to extend the limit for your org.

A permission set license lets you offer more functionality to users in your org. An example is Identity Connect.

More Information:
https://help.salesforce.com/articleView?id=overview_when_you_buy.htm&type=5

• Banner section
• Highlights panel
• Details section
• Chatter panel

Highlights panel

More Information: Highlights Panel content comes from compact layouts and page layouts.
https://help.salesforce.com/articleView?id=layouts_in_lex.htm&type=5

Every time you create a custom object you automatically get something called:

• Chatter feed tracking
• Detail tracking
• Report tracking
• Update tracking

Every time you create a custom object, you automatically get something called Chatter feed tracking. Chatter feed tracking provides a way for multiple people to comment and collaborate on a particular record. The discussions and decisions are stored on the record so everyone can stay up to date on important decisions.

The website trust.salesforce.com serves what purpose

• You can use it to view meta data and get more information about how we secure your data.
• It shows you any planned downgrades we’ll be performing that might impact your access to Salesforce.
• You can use it to view performance data and get more information about how we secure your data. It also shows you any planned maintenance we’ll be performing that might impact your access to Salesforce.
• You can use it to view API data of your org and get more information about how we secure your data. It also shows you any planned API enhancements we’ll be performing that might impact your access to Salesforce

You can use trust.salesforce.com to view performance data and get more information about how we secure your data. It also shows you any planned maintenance we’ll be performing that might impact your access to Salesforce.

Multitenancy means ____________.

• Multiple backups of your data to protect from data loss in Salesforce
• Sharing resources
• Sharing bandwidth
• Multiple data centers to provide redundancy for your Salesforce instance

Sharing resources

More Information:
  Salesforce is set up more like an apartment building. Your company has its own space in the cloud, but you have all kinds of neighbors, from mom-and-pop shops to multinational corporations. This idea is multitenancy. Multitenancy is a great word for making you sound smart at dinner parties, but really all it means is that you’re sharing resources. Salesforce provides a core set of services to all our customers in the multitenant cloud. No matter the size of your business, you get access to the same computing power, data storage, and core features. Trust and multitenancy go hand in hand. Despite the fact that you’re sharing space with other companies, you can trust Salesforce to keep your data secure. You can also trust that you’re getting the latest and greatest features with automatic, seamless upgrades three times a year. Since Salesforce is a cloud service, you never have to install new features or worry about your hardware. All this is possible because of multitenancy.

Metadata is what?

• Data about data
• All standard and custom configurations, functionality, and code in your org
• Compressed data
• Apex data

• Data about data
• All standard and custom configurations, functionality, and code in your org

More Information:
   To put it simply, metadata is data about data. Wait. That’s not simple at all. When we say data about data, we’re really talking about the structure of your Salesforce org.
Let’s think about an object like Property. When our friends at DreamHouse use Salesforce, they input and view data about properties. For example, a property can be located in Boston, cost $500,000, and have 3 bedrooms.
Now, imagine you stripped away all that specific data. What are you left with? You are left with the Property object along with all its fields, like address, price, and number of bedrooms. You can also have page layouts, security settings, and any other customizations you’ve made.
All of these standard and custom configurations, functionality, and code in your org are metadata. Part of the reason you can move so fast on the platform is that Salesforce knows how to store and serve you that metadata immediately after you create it.

What are APIs?

• All standard and custom configurations, functionality, and code in your org
• APIs compress data to be transmitted over the network.
• APIs allow Salesforce approved pieces of software to connect to each other and exchange information.
• APIs allow different pieces of software to connect to each other and exchange information.

APIs allow different pieces of software to connect to each other and exchange information

More Information:
  Fundamentally, APIs allow different pieces of software to connect to each other and exchange information.
If that sounds kind of abstract, take a quick look at the computer you’re working on right now. You can probably find a series of ports of various shapes and sizes that support different kinds of connections. These are like the hardware version of APIs. You don’t have to know how the USB port works. All you have to understand is that when you plug your phone into a USB port, it passes information to your computer.
  APIs are similar. Without knowing the details, you can connect your apps with other apps or software systems. The underlying technology takes care of the specifics of how information passes throughout the system.

When you add a custom object or field, the platform automatically creates an API name that serves as an __________________.

• object point between your org and the database
• block point between your org and the database
• source data point between your org and the database
• access point between your org and the database

When you add a custom object or field, the platform automatically creates an API name that serves as an access point between your org and the database.

More Information:
 When you add a custom object or field, the platform automatically creates an API name that serves as an access point between your org and the database. Salesforce uses that API name to retrieve the metadata and data you’re looking for.
For example, we can use a contact’s Name field in a bunch of places, like the Salesforce mobile app, a custom page, or even an email template. That’s all possible because of the API name.

 [image]

Salesforce's trusted, multitenant cloud means you get:

• The benefits of the same core set of features for all customers
• Upgrades three times a year
• No software to install to access Salesforce
• All of the choices given

Salesforce's trusted, multitenant cloud means you get:

• The benefits of the same core set of features for all customers
• Upgrades three times a year
• No software to install to access Salesforce

What are the three main categories in the setup menu?

• Administration, Platform Tools, and Settings
• Administration, Organization Tools, and Settings
• Administration, Platform Tools, and Configurations
• Configurations, Platform Tools, and Settings

Administration, Platform Tools, and Settings

More Information:
  There are three main categories in the Setup menu: Administration, Platform Tools, and Settings. Let’s take a look at what’s available.

• Administration: The Administration category is where you manage your users and data. You can do things like add users, change permissions, import and export data, and create email templates.
• Platform Tools: You do most of your customization in Platform Tools. You can view and manage your data model, create apps, modify the user interface, and deploy new features to your users. If you decide to try your hand at programmatic development, Platform Tools is where you manage your code as well.
• Settings: Finally, Settings is where you manage your company information and org security. You can do things like add business hours, change your locale, and view your org’s history.

For the setup page "Company information" what information is displayed?

• View information about your users
• See your licensing information
• Manage who can see what with user profiles
• Use for security tracking and adoption monitoring

See your licensing information

The big items for the Company Information page are:

• At-a-glance view of your org
• See your licensing information
• Find your org ID
• Monitor important limits like data and file usage

When designing a process using APEX, Workflow rules Process builder, what are the best practices?

• Build in a test environment
• Only use workflow rules for handling record changes in custom objects
• Have only one record-change process per object
• Combine actions when possible
• Build reusable actions
• Watch out for actions that overwrite previous changes
• Avoid generating infinite loops
• Make sure that immediate actions don’t cancel scheduled actions
• Test as many permutations of your process as you possibly can
• APEX should be used as the default when designing a new process
• To access external data before changing Salesforce data, use scheduled actions
• To access external data after changing Salesforce data, use scheduled actions

The designing a process best practices are:

• Build in a test environment
• Have only one record-change process per object
• Combine actions when possible
• Build reusable actions
• Watch out for actions that overwrite previous changes
• Avoid generating infinite loops
• Make sure that immediate actions don’t cancel scheduled actions
• Test as many permutations of your process as you possibly can
• To access external data after changing Salesforce data, use scheduled actions

More Information:
https://help.salesforce.com/articleView?id=process_considerations_design_bestpractices.htm

In developing a good AppExchange strategy is the following statement true or false?

Identify departments that use or plan to use Salesforce. These are your secondary stakeholders.

False

More Information:
Follow these steps to develop a good AppExchange strategy.

1. Identify departments that use or plan to use Salesforce. These are your primary stakeholders.
2. Research what’s available on AppExchange that best meets your stakeholder requirements. Discuss business cases with department heads to determine exact needs. Here are some good questions to ask:
   1. What business problem are you trying to solve?
   2. What are your main pain points right now?
   3. How many users need this app?
   4. What's your budget?
   5. What’s your time line?
      These questions help you identify apps that are the best fit for each department or business case.
3. When you find an app that you think meets your needs, download the app in a test environment (like a free Developer Edition or sandbox). Ensure that the app you’re installing doesn’t interfere with any other apps you’ve installed or customizations you’ve made.
   Note: Sandboxes are copies of your organization in a separate environment. They’re used for development and testing.
4. If you’re choosing between multiple apps, take some time to evaluate what you’ve tested. Determine whether there are feature gaps or unwanted functionality. If necessary, invite your stakeholders to demo the apps and provide feedback.
5. You’re ready to go! You’ll install and deploy your app in your production environment. Make sure you keep your users in the loop about what’s changing, and provide training and documentation as necessary.

In developing a good AppExchange strategy is the following statement true or false?

Research what’s available on AppExchange that best meets your stakeholder requirements. Discuss business cases with department heads to determine exact needs.

True

More Information:
Follow these steps to develop a good AppExchange strategy.

1. Identify departments that use or plan to use Salesforce. These are your primary stakeholders.
2. Research what’s available on AppExchange that best meets your stakeholder requirements. Discuss business cases with department heads to determine exact needs. Here are some good questions to ask:
   1. What business problem are you trying to solve?
   2. What are your main pain points right now?
   3. How many users need this app?
   4. What's your budget?
   5. What’s your time line?
      These questions help you identify apps that are the best fit for each department or business case.
3. When you find an app that you think meets your needs, download the app in a test environment (like a free Developer Edition or sandbox). Ensure that the app you’re installing doesn’t interfere with any other apps you’ve installed or customizations you’ve made.
   Note: Sandboxes are copies of your organization in a separate environment. They’re used for development and testing.
4. If you’re choosing between multiple apps, take some time to evaluate what you’ve tested. Determine whether there are feature gaps or unwanted functionality. If necessary, invite your stakeholders to demo the apps and provide feedback.
5. You’re ready to go! You’ll install and deploy your app in your production environment. Make sure you keep your users in the loop about what’s changing, and provide training and documentation as necessary.

What are the two key questions you need to answer during the installation process of an app from the AppExchange? (choose two)

• Do I need Salesforce approval to install the app?
• Where do I install the app, production or sandbox?
• Do I give app permissions to admins only, all users, or specific profiles?
• Are the Terms of Service (TOS) for the app acceptable?

• Where do I install the app, production or sandbox?
• Do I give app permissions to admins only, all users, or specific profiles?

More Information:
  Let’s say you find a great app on AppExchange that gives you a fancy set of dashboards for your org.
To install the app, click Get It Now. This button takes you to the installation wizard that guides you through the steps. Here are two key questions you need to answer during the installation process:

Q: Where do I install the app, production or sandbox?
   A: In general, it’s a best practice to first install apps in a nonproduction environment like a sandbox or Developer Edition org. Testing the app first helps you avoid conflicts in production with things like object names.

Q: Do I give app permissions to admins only, all users, or specific profiles?
   A: That depends on who the app is for. If you want to limit access to a particular set of users, plan to modify those user profiles before you install the app.

An app from the AppExchange is called:

• Component
• Managed Application
• Package
• Exchange Pack

Package

More Information:

1. From Setup, search and select Installed Packages in the Quick Find box.
2. Click the name of the package you installed. It will be the same name from the AppExchange download page.
3. Click View Components to see more information about the package. The Package Details page shows you all the components, including custom fields, custom objects, and Apex classes in the package. This information helps you determine whether you have any conflicts in your own customizations.

When you're getting started with AppExchange, a best practice is to:

• Install apps of interest right away
• Request the top 3 apps from each department
• Develop a plan, including budget, timing, and key department use cases
• Install apps directly into production

Develop a plan, including budget, timing, and key department use cases

When you want to find an app after you install it, what should you enter in the Quick Find box in Setup?

• Installed Apps
• Installed Packages
• Installed Components
• Installations
• Apps

Installed Packages

More Information:

1. From Setup, search and select Installed Packages in the Quick Find box.
2. Click the name of the package you installed. It will be the same name from the AppExchange download page.
3. Click View Components to see more information about the package. The Package Details page shows you all the components, including custom fields, custom objects, and Apex classes in the package. This information helps you determine whether you have any conflicts in your own customizations.

What file format is used to import data into Salesforce when using the Data import Wizard?

• *.xls
• *.txt
• *.csu
• *.csv

You can easily import external data into Salesforce. Supported data sources include any program that can save data in the comma delimited text format (.csv).

What file format is used to import data into Salesforce when using Data Loader?

• *.xls
• *.xml
• *.csv
• *.tsv

You can easily import external data into Salesforce. Supported data sources include any program that can save data in the comma delimited text format (.csv).

• Data Wizard
• Data Onboarder
• Workbench
• Data Import Tool
• Eclipse
• Data Loader

• Data Import Wizard—this tool, accessible through the Setup menu, lets you import data in common standard objects, such as contacts, leads, accounts, as well as data in custom objects. It can import up to 50,000 records at a time. It provides a simple interface to specify the configuration parameters, data sources, and the field mappings that map the field names in your import file with the field names in Salesforce.
• Data Loader—this is a client application that can import up to five million records at a time, of any data type, either from files or a database connection. It can be operated either through the user interface or the command line. In the latter case, you need to specify data sources, field mappings, and other parameters via configuration files. This makes it possible to automate the import process, using API calls.

• You need to load 50,000 to five million records.
• The objects you need to import are supported by the wizard.
• You need to load less than 50,000 records.
• You don’t need the import process to be automated.

Use the Data Import Wizard When:

• You need to load less than 50,000 records.
• The objects you need to import are supported by the wizard.
• You don’t need the import process to be automated.