Term
True or False?
Activities are both Tasks and Calendars. |
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Definition
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Term
Salesforce is which of the following
- Salesforce Automation
- Marketing Management
- Customer Support Management
- Campain Management
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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
- Print up to 1000 records in print view
- Be enabled and disabled by individual users
- Print list can be exported to Excel |
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Definition
- Show up to 2000 records in the record count display
- Print up to 1000 records in print view |
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Term
True or False?
Recent item and Lookup Hovers use the Record Mini Page. |
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Definition
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Term
True or False?
If a company uses a non-Gregorian fiscal year, will the Administrator have to build a custom fiscal year calendar? |
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Definition
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Term
True or False?
If a company uses the Gregorian fiscal year, will the Administrator have to build a custom fiscal year calendar? |
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Definition
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Term
True or False?
If a company starts using a non-Gregorian fiscal year then decides to switch back to the Gregorian fiscal year, can the Administrator switch back to the standard fiscal year calendar? |
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Definition
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Term
True or False?
The User Interface Settings can be adjusted for individual users. |
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Definition
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Term
True or False?
You can update licenses on the Company Profile. |
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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 |
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Definition
A. Changing to or from type Date or Date/Time
B. Changing to Number from any other type |
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Term
True or False?
Standard Fiscal Years are for companies that break down their fiscal years, quarters and weeks in to fiscal periods. |
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Definition
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Term
What statement is true regarding a custom field formula
A. Not reference standard, custom, or other objects
B. Can contain formulas up to 4000 character
C. 4000 character is the limit on the compiled size of the formula
D. Formula can reference themselves |
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Definition
C. 4000 character is the limit on the compiled size of the formula |
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Term
True or False?
A Standard Fiscal Year can start on May 1st. |
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Definition
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Term
True or False?
Active Currencies live in Company Profile, user record (Personal Setup) and in Opportunity (Record). |
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Definition
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Term
True or False?
Field Level Security cannot be used to make a field required. |
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Definition
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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
True or False?
Any fields that you delete will be permanently deleted after 30 days. |
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Definition
True
(Note this is changing soon to 15 days) |
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Term
True or False?
It is possible for a user to own a record and not see it. |
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Definition
True
Explanation: It’s possible for a user to own a record and not see it if they don’t have the Read Permission on the object.
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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. |
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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. |
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Term
| What are the six Standard Profiles |
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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? |
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Definition
A. Case Sharing Rules
B. Lead Sharing Rules
D. Campaign Sharing Rules
E. Custom Object Sharing Rules |
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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 |
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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. |
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Term
True or False?
Adding a user to the sales team group will give access to opportunity records that was previously a restricted account. |
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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. |
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Term
True or False?
Users with access to opportunities as sales team members cannot extend sharing for those records |
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Definition
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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 |
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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. |
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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 |
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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 |
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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 |
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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 |
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Definition
Denied.
Explanation: Records can be approved or rejected based on the first response to the approval request. |
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Term
| Who can import data for all users? |
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Definition
A. System Administrator
B. Marketing User |
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Term
True or False?
If you delete a report and change your mind, you can retrieve it from the recycle bin. |
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Definition
True
(Note this is changing soon to 15 days) |
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Term
True or False?
You cannot delete a standard report. |
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Definition
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Term
Name three benefits of the cloud computing model. |
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Definition
A. Multi-tenant
B. Pay-as-you-go
C. Automatic upgrades
D. Real-time
E. Five times faster |
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Term
| Opportunities and quotes are part of which cloud? |
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Definition
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Term
| Applications are built on which platform? |
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Definition
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Term
| What is a trusted IP range? |
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Definition
| A list of IP addresses that have been activated for addressing Salesforce CRM. |
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Term
| To which email address does Salesforce CRM send an activation message? |
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Definition
| The email address of the user whose identity is being confirmed. |
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Term
| Salesforce for Microsoft Outlook is which type of client? |
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Definition
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Term
True or False?
Is identity confirmation necessary if a user’s IP address is known and browser cookies exists? |
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Definition
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Term
Name three fields not supported by inline editing? |
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Definition
A. System Fields (Created By, Last Modified By, etc)
B. Calculated Fields (Formula, AutoNumber, Roll-Up Summary)
C. Read-Only Fields (Because of FLS or Page Layout)
D. “Special” Fields (Owner, Record Type, etc) |
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Term
| How would an administrator modify which fields on a lookup hover? |
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Definition
| Edit the associated mini-page layout. |
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Term
True or False?
Some end users can display different fields on search results from other end users? |
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Definition
True
Explanation: As long as the administrator has selected the fields as one available for search results. |
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Term
| If user currency overrides org currency, then which currency overrides user currency? |
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Definition
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Term
True or False?
Your logo must first be uploaded to the Documents tab to be included in a branded meeting request? |
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Definition
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Term
Name three settings on the Company Information page that administrators can edit. |
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Definition
A. Default Locale
B. Default Language
C. Default Time Zone
D. Newsletter Settings |
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Term
| If you defined a custom fiscal year structure, and then your company decided to use the Gregorian calendar for fiscal purposes, could you return to the standard fiscal year calendar? |
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Definition
No
Explanation: You would have to use the custom fiscal year structure called Gregorian Calendar |
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Term
Match the profile with the best definition.
1. System Administrator
2. Standard User
3. Solution Manager
4. Marketing User
5. Contract Manager
6. Read-Only
A. Standard User Permissions + can import leads for the organization
B. “Super User” – Can customize and administer the application
C. Standard User Permissions + can manage published solutions + can manage solution categories
D. Can only view records
E. Standard User Permissions + can edit, approve, activate and delete records
F. Can view, edit, and delete their own records |
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Definition
1. System Administrator = B. “Super User” – Can customize and administer the application
2. Standard User = F. Can view, edit, and delete their own records
3. Solution Manager = C. Standard User Permissions + can manage published solutions + can manage solution categories
4. Marketing User = A. Standard User Permissions + can import leads for the organization
5. Contract Manager = E. Standard User Permissions + can edit, approve, activate and delete records
6. Read-Only = D. Can only view records |
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Term
| Where do you make a field required? |
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Definition
| There are two places you can make a field required. When you create certain types of custom fields, you can check the Required Properties checkbox upon creation. You can also set the properties of a field to required on the page layout. |
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Term
| How many fields (columns) can be displayed on a Customizable Related List? |
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Definition
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Term
True or False?
You can use a custom look-up field to create a relationship between an opportunity and a contact? |
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Definition
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Term
| What determines a unique user record? |
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Definition
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Term
| What do organization-wide defaults control? |
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Definition
| Defines the baseline level of access to data records for all users in the organization |
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Term
| What does the role hierarchy control? |
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Definition
| Controls data visibility and record roll up |
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Term
| How does a profile differ from a role? |
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Definition
Profile: Controls how a user sees records (record types, page layouts, fields etc.), and what a user can do (read, create, edit, delete) with records.
Role: Controls the level of visibility that users have to organizations data. |
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Term
| Why are sharing rules used? |
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Definition
| To open up access to records you wouldn’t naturally get through organization-wide defaults and role hierarchy. They are the exceptions to the organization-wide defaults |
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Term
| When would you choose to build a public group? |
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Definition
| To simplify the number of sharing rules built or when defining folder or list view access |
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Term
| Who can manually share records? |
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Definition
| The owner of the record, anyone above the owner in the role hierarchy, and the system administrator |
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Term
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Definition
| To organize reports, dashboards, communication templates, and documents |
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Term
| Why utilize account teams and sales teams? |
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Definition
| Teams are used for collaboration, sharing, and for reporting purposes. |
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Term
| Define Salesforce CRM workflow. |
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Definition
| A set of functionality that allows administrators to more efficiently standardize around internal procedures and automate elements of business processes. |
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Term
| List the workflow actions. |
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Definition
A. Email Alert
B. Field Update
C. Task
D. Outbound XML message via the API |
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Term
| A workflow rule runs every time an opportunity is edited, and checks whether the amount field is greater than 1M. If the amount of an opportunity is 2M, and the user updates the stage field, would all, some or no workflow actions execute? |
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Definition
All
Because even though the stage field is updated, the amount is still greater than 1M |
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Term
| A workflow rule runs every time an opportunity is created or edited, and checks whether the amount field is greater |
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Definition
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