Term
Access
Which feature does Salesforce CRM provide for restricting login access to the application?
(There are three correct answers.)
A. Profile-based IP restrictions
B. Organization-wide IP restrictions
C. Profile-based login hour restrictions
D. Organization-wide login hour restrictions |
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Activation
To which email address does salesforce.com send an activation message? |
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Definition
| The email in the user record |
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Admin
An administrator changed the organization’s default language from English to Spanish.
What must end users do to see this change?
A. Logout, then log in again.
B. Nothing—they’ll see the application in Spanish immediately.
C. Change their language personal preference to Spanish.
D. Refresh their browser. |
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Admin
Name three settings on the Company Information page that administrators can edit. |
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Definition
a. Company Name
b. Locale
c. Time Zone |
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Apps
Applications are built on which platform |
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Authentication
Is identity confirmation necessary if a user’s IP address is known and a browser cookie exists? |
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Cloud Computing
Name three benefits of the cloud computing model |
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Definition
a. Faster to get up and running
b. Less expensive to run
c. Pay as you go
d. Real-time
e. Multi-tenant
f. Automatic updates |
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Currency
If user currency overrides org currency, then which currency overrides user currency? |
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Currency
What must an Administrator do to enable Advanced Currency Management for an organization?
A. Purchase Unlimited Edition licenses
B. Request a feature license from salesforce.com
C. Enable Customizable Forecasting
D. Enable Multiple Currencies |
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Term
Data Validation
Define Data Validation? |
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Definition
| Data validation is a method to conditionally prevent records from being saved; it is separate from field level security and page layouts |
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Definitions
Salesforce for Outlook is which type of client? |
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Definition
| API (Application Program Interface) |
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Documents
True or False: Your logo must first be uploaded into the documents tab to be included in a branded meeting request. |
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Fields
How would an administrator modify which fields appear on a lookup hover? |
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Fields
Name three fields not supported by inline editing. |
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Definition
a. Read Only
b. Formula
c. System fields (createdby, lastmodifiedby, etc.) |
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Term
Fields
True or False: A checkbox can be a controlling field in a field dependency? |
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Definition
| True but it cannot be a dependent field |
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Term
Fields
Where would you make a field required? |
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Term
Fiscal years
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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IP Range
What is a trusted IP Range? |
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Definition
| Allows access without a cookie/verification code |
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Term
Jump Start Wizard
List the differences between the jump start wizard and the Standard Approval Process Wizard. |
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Definition
| The jump start wizard will create an approval process with one step using a set of default values. See “Approval Process Jump Start Default Selections”. Essentially when you create an approval process using the wizard you’ll get an approval process with one approval step and one set of filter criteria with the default values. |
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Term
Profiles
Which is not a standard profile?
Marketing User – Standard User permissions and can import leads for the organization
System Administrator –‘Super User’ can customize and administer the application
Solution Manager – Standard User permissions and can manage published solutions and can manage solution categories
Read Only – Can only view records
Sales User – Can create, edit and delete sales opportunities.
Contract Manager – Standard User Permissions and can edit, approve, activate and delete contracts
Standard User – Can view, edit and delete their own records |
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Definition
| Sales User is not a Standard profile |
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Term
Profiles
Which profile is a standard Profile?
(Select all that apply.)
A. Sales User
B. Marketing User
C. Invoice Manager
D. Contract Manager |
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Related Lists
How many fields (columns) can be displayed on a Customizable Related List |
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Users
True or False: Some end users can display different field on search results from other end users. |
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Definition
| True – end users can customize their search results |
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Term
Versions
Opportunities and quotes are a part of which cloud? |
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Term
Workflow actions
List and Describe use cases for the four workflow actions. |
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Definition
Create tasks. Close/won opportunity and create a task to follow up with client in 90 days for sales rep or CSR.
Send emails. Case resolution time was greater than 7 days, CSR management with case details.
Update fields. When creating an opportunity change the name of the opportunity to include “Account Name – Opportunity Name”. This way if you search for ABC company you can see all opportunities on the search as well.
Send outbound message. On opportunity close/won and sale requires shipped product, send outbound message to order fulfillment program. |
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Workflow actions
Name the 2 types of Workflow actions |
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Definition
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Workflow tasks
What 4 actions can workflow tasks achieve |
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Definition
1. Create tasks
2. Send emails. There are some limitations here- for instance, whoever activates the workflow rule will be the sender of the email (from cannot be set).
3. Update fields. There are some limitations here- for instance, you cannot update a lookup field.
4. Send outbound message (used to send information to external services) |
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Workflows
Time-dependent workflow will not work with which type of workflow evaluation criteria?
A. Only when a Record is created
B. Every time a Record is created or edited
C. Every kind of workflow evaluation criteria
D. When a Record is edited and it didn’t previously meet the rule criteria |
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Term
Workflows
Describe the differences between Immediate workflow actions and time dependent Workflow actions |
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Definition
Immediate workflow actions execute the instant the workflow rule criteria is met.
Time dependent workflow actions are attached to time triggers. A time trigger is a defined interval, measured in hours or days before or after any date or date/time field on the object (e.g. 7 days after case open). Multiple workflow actions can be assigned to a single time trigger; multiple time triggers can exist per workflow rule. |
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Term
Workflows
Who may be assigned a workflow task?
(There are five correct answers.)
A. A single user
B. Multiple users
C. The record owner
D. The record creator
E. A Sales team role
F. An Account team role |
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