Term
Sharing
Which 3 parties can share a record? |
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Definition
The Record Owner
A User above the Record Owner
The system Administrator |
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Term
Leads
Can you report on converted leads Y/N |
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Definition
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Term
Editions
You are working with a Professional Edition organization. They wish to install the Expense Tracker which requires the use of 4 custom tabs, 3 custom objects, and one custom app. If the company is already using 4 applications, 36 custom objects, and 7 custom tabs, what will happen when they try to install Expense Tracker? |
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Definition
| They will not be able to complete the installation process as they have reached the maximum number of custom tabs(Your Answer) |
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Term
Dashboards
What type of report cannot be used to run a dashboard report? |
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Definition
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Term
Custom Links
Custom links can be used to
A. Launching an External URL
B. Running an S Control
C. Running a report
D. All of the Above |
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Definition
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Term
Opportunity Stage
T/F Can you customise the Opportunity Stage history list |
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Definition
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Term
Campaigns
T/F - If a lead, with a single marketing campaign isconverted, the campaign information will map to the newly created contact and opportunity record automatically |
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Definition
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Term
Related Lists
T/F - Related Lists display the many side of a one-to-manyrelationship |
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Definition
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Term
Case
T/F Case assignment tools are based on elapsed time |
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Definition
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Term
Import
All of the following records may be imported via the import wizards EXCEPT
A. Opportunities
B. Accounts/Contacts
C. Custom Objects
D. Solutions
E. Leads |
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Definition
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Term
Profiles
T/F If a profile does not have access to an application, that profile will also not have access to the tabs and objects of that application |
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Definition
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Term
Profiles
Once a field is hidden from a Profile using 'Field Level Security', a User associated to that Profile can still see the field using the following:
A. List Views
B. Reports
C. Search
D. None of the above, the user cannot see the field at all(Your Answer) |
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Definition
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Term
Opportunities
Your customer is using Professional Edition. they want the ability to trigger an email every time an opportunity reaches 90% and the amount of the opportunity is one million dollars. What is the best way to accomplish this?
A. Big Deal Alert(Your Answer)
B. Workflow Rule
C. Escalation Rule Entry
D. Assignment Rule Entry |
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Definition
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Term
Opportunity
How is the opportunity amount calculated by
A. Amount multiplied by the total price of all opportunity line items
B. The sales price on any line item times the probability of the opportunity
C. Opportunity Amount multiplied by the probability
D. Amount multiplied by the discount percent |
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Definition
| C. Opportunity Amount multiplied by the probability |
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Term
Approval
A Workflow Approval process may be used for all of the following objects EXCEPT:
A. Opportunity
B. Users
C. Assets
D. Contracts |
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Definition
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Term
Which of the following features is not available in Professional Edition?
A. Big Deal Alert
B. Workflow
C. Account Sharing Rules
D. Multi-Currency |
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Definition
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Term
The formula editor may be used all of the following places EXCEPT:
A. S-Control
B. Formula Field
C. Default Values on Standard Fields
D. Workflow Field Updates |
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Definition
| C. Default Values on Standard Fields |
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Term
All of the following are types of AppExchange Applications EXCEPT:
A. Composite
B. Client
C. Provisional
D. Native |
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Definition
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Term
All of the following are true about Default Sales Teams EXCEPT:
A. Default Sales Teams are configured on a user record
B. Default Sales Teams may be added manually to an opportunity record
C. Default Sales Teams may be added automatically to an opportunity
D. Default Sales Teams may be added manually to an account record |
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Definition
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Term
Custom Formula Fields
Can a Custom Formula Fields reference other formula fields Y/N |
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Definition
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Term
Users
Can users be deleted in Salesforce? Y/N |
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Definition
| No, but they can be deactivated |
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Term
Sales Teams
If you are added to a Sales Team with read/write access you then have the ability to extend sharing on the opportunity to other users.T/F |
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Definition
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Term
Custom Fields
When are Custom Fields calculated |
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Definition
| Every time a user visits the record. |
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Term
Leads
What are the opportunity defaults when converting a lead to an opportunity?
A. Stage Defaults to first option in the picklist, close date defaults to the last day in the quarter, and the amount defaults to blank
B. Stage defaults to first option in the picklist, close date defaults to 3 months from conversion date, and amount defaults to blank
C. User defines amount, close date, and stage upon conversion
D. None of the above |
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Definition
| A. Stage Defaults to first option in the picklist, close date defaults to the last day in the quarter, and the amount defaults to blank |
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Term
Marketing User
What is the difference between the Marketing User Profile and the Marketing User checkbox at the User level |
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Definition
Marketing User Profile allows users to create and edit Campaigns
Marketing User checkbox allows users to import Leads. |
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Term
Folders are used to manage:
A. Either Reports, Price Books, Documents or Email templates
B. Either Reports, Dashboards, Documents, or Products
C. Either Reports, Dashboards, Documents, or Email templates
D. Either Reports, Dashboards, Documents, or Other Folders |
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Definition
| C. Either Reports, Dashboards, Documents, or Email templates |
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Term
Page layout
Can a page layout be associated with a record type? Y/N |
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Definition
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Term
Custom Objects
Which of the following object relationships is NOT allowed?
A. Standard object as the "master" and a custom object as the detail
B. Custom object as the master" and a standard object as the detail
C. Custom object as a lookup to a standard object
D. Custom object as a lookup to a custom object |
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Definition
| B. Custom object as the master" and a standard object as the detail |
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Term
| Which Custom Object relationship has no effect on deletion or security of the related object? |
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Definition
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Term
All of the following actions may take place on a Workflow Rule EXCEPT:
A. Outbound API message
B. Update Field
C. Create a Task
D. Create an Event |
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Definition
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Term
Record Types
Can a Record Type determine the default value of a picklist field.Y/N |
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Definition
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Term
ROI Report
The Campaign ROI Analysis Report uses which of the following calculations to determine the ROI percentage for a campaign?
A. Total Amount of Opportunities / Expected Revenue
B. Amount of Won Opportunities / Budgeted Cost
C. Expected Revenue / Budgeted Cost
D. (Amount of Won Opportunities minus Actual Cost) / Actual Cost |
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Definition
| D. (Amount of Won Opportunities minus Actual Cost) / Actual Cost |
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Term
The difference between an opportunity record type and a sales process is:
A. The sales process controls the stage field, the record type controls all other picklist fields
B. The record type controls the stage field, the sales process controls all other picklist fields
C. The record type controls the picklist fields
D. The sales process controls all picklist fields |
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Definition
| A. The sales process controls the stage field, the record type controls all other picklist fields |
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Term
Leads
Is data validation enforced when converting a Lead? |
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Definition
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Term
Assets
Assets are related to which of the following sets of objects?
A. Opportunities, Products, Cases, Accounts, and Contacts
B. Products, Cases, Accounts, and Contacts
C. Cases, Contracts, Accounts, and Contacts
D. Opportunities, Cases, and Accounts
E. Opportunity Line Items, Cases, Accounts, and Contacts |
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Definition
| B. Products, Cases, Accounts, and Contacts |
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Term
Which objects can be customized for history tracking?
A. Solutions, Cases, Leads and Opportunities
B. Cases, Leads, Solutions, Contracts, and Custom Objects
C. Campaigns, Contracts, Custom Objects, and Solutions
D. Opportunities, Leads, and Contracts |
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Definition
| B Cases, Leads, Solutions, Contracts, and Custom Objects |
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Term
Documents
what are documents used for |
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Definition
| Documents are used for storing web resources - for templates eg logos banners images |
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Term
Attachments
what are attachments used for |
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Definition
| Attachments - attach specific files to specific records e.g. attach meeting notes to an opportunity |
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Term
Knowledge
Define knowledge |
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Definition
| Knowledge stores knowledge and information against cases |
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Term
Library
What is a content pack |
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Definition
| You can create content packs in library which can then be saved along with a custom webpage. It then generates a link to share with customer |
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Term
Record Types
What do record types allow you to do? |
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Definition
Record types allow you to offer different
business processes
picklist values
page layouts
to different users based on their PROFILE. |
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Term
Record types
Can you think of a use case for record types? |
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Definition
Create record types for opportunities to differentiate your regular sales deals from your professional services engagements and offer different picklist values for each.
Create record types for cases to display different page layouts for your customer support cases versus your billing cases. |
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Term
Field Level Security
Field-level security settings let administrators restrict users’ access to view and edit specific fields. Give some examples? |
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Definition
Detail and edit pages
Related lists
List views
Reports
Connect Offline
Email and mail merge templates
Custom links
The partner portal
The Salesforce Customer Portal
Synchronized data
Imported data |
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Term
Record types
The fields that users see on detail and edit pages are a combination of what? |
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Definition
| Page layouts and field-level security settings. |
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Term
Field level security v Page layout
Where there is a field conflict, the most restrictive field access settings of the two always apply. Give an example. |
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Definition
| For example, if a field is required in the page layout and read-only in the field-level security settings, the field-level security overrides the page layout and the field will be read-only for the user. |
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Term
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Definition
| These are the specific people who use your Salesforce system. |
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Term
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Definition
Roles define who reports to whom in your organization. For example, if you’re a manager of a team of sales reps, you will have a role above your team and be able to see all the data owned by your team. Each user should have an assigned role within your defined role hierarchy.
Roles are not mandatory for each user. |
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Term
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Definition
Profiles control a user’s capability to access different fields within a record in Salesforce.
For example, service reps will find some fields on an account record more relevant than other fields. To make their view of the account record less confusing, you could hide certain irrelevant fields from their view.
You must assign a profile to each user. |
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Term
Sharing model
Define what the sharing model does |
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Definition
| Sharing model defines the general access that users have to each other’s data. |
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Term
Sharing settings
What do sharing settings do? |
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Definition
| Sharing settings specify level of access users have to each others data. |
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Term
Record types
What are record types used for? |
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Definition
| Record types are used to display different page layouts and picklist values. |
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Term
Profiles
What does a profile control |
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Definition
| Profile contains permissions and general user settings. it contains apps and systems |
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Term
Public groups
What is a public group |
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Definition
| A public group is a set of users. It can contain individual users, other groups, the users in a particular role or territory, or the users in a role or territory plus all of the users below that role or territory in the hierarchy. |
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Term
Role hierarchy
What does role heirarchy control |
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Definition
| Role hierarchy controls how your organisation reports on and accesses data |
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