What is Salesforce?
Salesforce and Marketing Automation, Customer Support Management
Partner Portal: Users login to the web portal rather than through the salesforce.com portal?
True
Calendar and Task Activities are both tasks scheduled calendar events?
True
Inline editing updates the field when
When the record is saved/updated
List view can
Show up to 2000 records in the record count display
Print up to 1000 records in print view
A company that uses custom fiscal year: A standard forecast option is unavailable. Administrator will have to build a custom forecast for the same
True
Which are the following components of a profile?
Page Layout
Field level security
Record Types
Which of the following is true that can cause data loss when an existing custom field is changed?
Changing to or from type Date or Date/Time
Changing to number from any other type
What is the number of values allowed in dependent pick list?
300
A custom multi-select pick list can be a controlling field for a dependent field?
False
What statement is true regarding a custom field formula?
4000 character is the limit on the compiled size of the formula
Formula cannot reference any field that is restricted by field level security
False
You can map a custom lead field to only one of the following objects at a single instance
Account
Contacts
Opportunities
Record types are used to implement custom business processes by associating them to specific
Page layouts
Field level security cannot be used to make a field required
True
Users can be restricted to view a particular field in views, searches, and reports by hiding the field at
Field level security
If phil is promoted from sales assoc to senior level exec, and the new sales assoc is appointed to take phil's responsibilities. What are the appropriate steps to transfer Phil's account to the new assoc?
Create a new profile for Phil as well as new associate. Deactivate Phil's profile with Sales Assoc role and transfer all the accounts, opportunities, and leads to the new associate
It is possible for a user to own a record and not see it
True
A role has a many to many relationship with users
True
Which of the following statements is/are true for sharing rules?
Sharing rules should be used when a group of users needs access to records not granted them by either role hierarchy or organization wide defaults
You cannot change the specified groups or roles for sharing rules
What are the different types of sharing rules?
Case sharing rules
Lead sharing rules
Campaign sharing rules
Custom object sharing rules
Adding a user to the sales team group will give access to opportunity records that was previously a restricted account
False
Users with access to opportunities as sales team members cannot extend sharing for those records
True
Which statement is/are False for folders?
Access to folders does roll up through role hierarchy
The document tab contains a control version capability
The size limit for documents uploaded is
5 MB
Author and the owner have the same access to the document
False
What statement is/are true for account teams?
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
Account team related list from all page layouts. Depending on the sharing model, you
Workflow rules consist of the following components
Workflow task
Workflow outbound message
Workflow Field Updates
Workflow email alerts
WOrkflow cannot be triggered upon import
False
What statement is false for a workflow task?
A single task can be assigned to multiple users
THe maximum # of time trigger actions are
40
Can a delegated approver revoke a previously approved process?
Yes
Multiple approvers have received your request for approving a discount that was invoked by the approval process. Approver A rejects the request. Approver B accepts the request after Approver A rejects it. Is your request approved or denied?
Denied
Which of the statements is/are true for data validation?
Data validation can enforce data integrity as well as make a field required in the page layout.
Data validation can prevent duplication of records
Recycle bin houses deleted data for how many days?
30 days
File attachments, document tabs, and sales force content count towards data storage
False
What is conditional highlighting for reports?
Set thresholds for report analysis
You can use conditional highlighting for summary and matrix reporting only
True
THe running user doesn't override the sharing role while allowing users to to see high level sales data for everyone, not just their own
False
Choose the correct dashboard components
Charts
Tables
Metrics
Gauge
Who can view campaigns?
All users
Which statements are true for the integrated campaign builder?
Cannot filter views by more than one campaign at a time
The max # of leads/contacts that can be added from a report at one time is 50,000
The max # of leads/contacts that can be added from the wizard at one time is 250
Integrated campaign builder views ar
Is it true that campaigns and opportunities have many to much relationship?
True
How many lead assignment rules can be active at one time?
1
WHich of the statements are true for cases?
Manually entering the case received from an email
Automatically generated by an email or website form
Associated to Contacts and Accounts
A virtual storage that can be used to group on criteria such as skill requirements, product categories, customer types, or service levels is called a
Case queue
THe # of business hours that can be set for the organization to operate
Unlimited
As a system administrator you can create page layout in the console and assign it to profiles
True
When you delete a product, the opportunity associated with that product will be suspended until further action is taken
False
According to Salesforce, console is not for occasional users of Salesforce. THe console is best set up for users who view Salesforce for 3 or more hours per day
True
What is a roll-up summary field?
THe rollup summary field is a custom field that aggregates child record information in to the parent record
Which information not captured on user record in Salesforce?
Hire Date
Is it possible to create the 3 custom fields?
Auto-number
Percentage
Multi-select pick list
Managed package is always
Able to upgrade to other version
Conditional highlighting is used only in
summary and matrix
Custom summary formula on report
reference another summary formula
To edit opportunity permission, where would you make the change?
Profile
Permission to add a category to a solution require which permission
Create on solution
Business process is available in following objects
Lead
Contact
Solution
Why do you create a web tab
To display extended web content on SF window
What data can you export out of SFDC
All organization data
Where would you make changes in order to make default tabs visible?
User setting
THe owner has given you a manual sharing read, write rights on an opportunity. What all can you do with this right?
Edit and Read opportunity
What is true about look up relationship?
Value is always required
Error on failed web to lead validation is
Routed to a default lead creator via email
Which of the following is not supported by enhanced list (2 answers)
Edit dependent pick list inside a list view
Mass edit for list with various records type
If the organization rule is that user can only login between 8am to 5pm. What will happen if he log in at 4:30pm and continue till 5:30pm
User can log out all unsaved data is lost
Which of the following are standard objects (choose 3)
SOlutions
Accounts
Opportunities
We cannot create sharing rules on
Objects in a managed package
Create ads that display on search engines is possible in SFDC using
How many Editions are there in SFDC
5
Which is not a standard business object?
Ideas
It is only necessary for Identity Confirmation if IP address is unknown and browser cookie does not exist
True
In list view enhancements, users can export list results to csv files
False
Export to excel is available for printable lists
False
Users can search for public tags from the sidebar and advanced search
True
Personal tags can not be shared
True
When you configure search settings for your organization, the new value must be between 5 and 50
True
What does a company profile contain
Fiscal year
Licenses
Language, locale, time zones
A user in SFDC has multiple currencies as activated What is the maximum granularity available for tracking changes in currency rates?
1 day
Customizable forecasting cannot be enabled for use with custom fiscal years
False
Custom fiscal year works on a define once and use everywhere rule
True
Which of them is not a profile component
Access to applications
Tab visibility
Page layouts
Field level security
Record types access
Permissions
Hours and IP addresses
If a standard object is renamed, the reports are renamed based on the new label value
True
Changing the data type of an existing custom field can cause data loss while changing to number from percentage
True
You can map a custom lead field to a case
True
Standard picklist fields can be controlling fields but not dependent fields
True
The maximum number of values allowed in a controlling field is
300
A custom multi select picklist can be the controlling field for a dependent field
False
Picklist dependency rules are not enforced during import
True
A lookup field relationship
Links two objects together
What is the limit on the compiled size of the formula field
4k
What is not true about formulas
You cannot use case statement in a formula field
Select which is not applicable. What does a page layout control?
Field properties - visible, read only, and required
On the page layout, some standard fields have properties which cannot be changed
True
Page layouts are assigned to users based on
Role settings
History tracking can be performed on the following standard objects except
Forecasts
What is a record type?
Allows you to define different sets of picklist values for both standard and custom picklist
Record types are not available in
Professional Edition
Name the standard applications in the list (choose 2)
Marketing
Call Center
Which of these has many-to-many relationship?
Each solution can be associated with multiple cases and a case can be associated with multiple solutions
Which graphs rely on grand total for dashboards?
Metric and gauge
The administrator wants to track data over a period of time. Which graph would he use?
Line
A sales user wants to have edit access to opportunity but should not be able to import leads and should also be able to delete accounts. Is it possible?
Yes (customize a standard profile)
The company wants all opportunities associated with an account to be added in and displayed on the account record detail page. Is it possible?
Yes (custom summary field)
A lead has been converted. Where can we find the campaigns associated with it? (select 2)
Opportunity campaign related list
Contact campaign related list
What is the use of campaign influence feature on oportunities?
Give a list of campaigns that influenced the user
What is the role of Primary Object when creating custom report types?
To let the user select values in the view picklist
A custom lead field can be mapped to
One solution field
What information in the user record cannot be captured without a custom field?
Hire date
With the Manage Campaign button on campaign selected, what all can you do with the integrated campaign builder? (Select 2)
Import new leads and add it to campaign
Associate up to 50000 existing leads to the campaign
Difference between workflow rule and workflow approval process is
A workflow approval triggers on manual submission whereas a workflow rule triggers on saving a record
The administrator changes the organization time zone from Pacific Daylight to Central. Which users will be affected?
None
What data can you request for in the weekly data export?
All organization data
Which one of these may be a controlling field and a dependent field?
Custom picklist
Sharing rules can be formed on the following except
Objects on managed packages
What is true about managed packages?
They are upgradeable
When a case is deleted, following are deleted except
Case tasks
What can a user do an account record that has been manually shard read/write with him/her? (Select 2)
View the account
Edit the account
If territory management is enabled for your organization and a lead is converted, how does it get assigned?
Gets assigned to lead owner's territory
A person account is different from a business account because (any 2)
There is only one record type in person account
There is no contact related list in person account
How do you specify the following in a formula field : the year of the custom date field(date_c) should be the current year:
YEAR(date_c) =YEAR(today())
Which statement is true about custom summary formula:
It cannot reference other formula fields in an object
If a field on page layout is required and is read-only on FLS, what would the user experience on UI?
The user is not able to edit it because it is read-only
Which of these are inherited from objects on homepage in a console layout?
Custom objects
Field level security
Which of the following does not need business process?
Contacts
What is true about look up relationships?
Object in look up relationship can link to self
The child object in lookup is a related list for the parent
Specifying a "running user" in dashboard means
Any user can view all records that the running user role can view
What can stop a scheduled report-dashboard run?
The running user does not have access to the dashboard folder
Conditional formatting is available for
Summary and table
What is true about custom fiscal years?
Custom forecasting is available for custom fiscal years
Dated exchange rates can be set in the time range of
As short as a day and as long as a forever
Which salesforce.com feature allows the org to capture ROI on online advertising?
Google adwords
If the data validation at web to lead form fails, who will get the error report?
The designated weblead owner gets an email
The administrator wants to create 3 custom fields: an auto-number, a text field, and a picklist. Is it possible?
Yes
Which is not true about enhanced list views? (choose 2)
Dependent picklist can be edited with inline editing in list views
Record types can be changed in list views
THe org wants to create a follow up task based on a field change. Which is the best way to do it?
WOrkflows
An administrator has given access to all users to view the public folders in solution with categories. Which permission will enable the user to create more categories?
Edit on solution
A particular team needs to track individuals working on cases and the individual roles of the people working on cases/ Which is the best way to do it?
Permissions
A particular role needs edit on contacts, view, edit, and delete on contracts and only view on accts. WHere can the administrator make the change?
Profile
THe org wants users to view the details of the calendar of the accounts and the ability to add events. What should be the OWD for it?
Show details and add events
WHen is a custom object created?
TO capture unique data of the business
The user default login hours are 8-5. The user logs in at 4:30pm and logs out at 5:01pm. What happens?
The user loses all unsaved data after terminating the session
What are true for the data loader?
It can load all objects, including custom objects
It generates an error report after the loading
You must create the business process before creating record types for each of these objects except
Campaign
You can then associate each business process with one or more record types and make it available to users based on hteir
Profile
In order to implement more than one business process, multiple record types must also be implemented
True
Multiple record types may be created for every tab, with the exception of
Home Tab
FOrecast Tab
DOcuments Tab
Report Tab
FIeld level security can be used to make a field required
False
You can customize ________to restrict users' ability to log in to SFDC
Profile
FOllowing are the two options for restricting access via IP Ranges
Add trusted IP ranges for your entire org
Add trusted IP ranges on a PRofile by Profile basis
Is it possible for a user to own a record and not see it
True
The acct owner, opportunit owners, and case owners
Can be different users
What is true about a role
Controls the level of visibility that users have to an organization's data
A user may be associated to one role
What is true about the role hierarchy
COntrols data visibility
COntrols record roll up - forecasting and reporting
Not necessarily the company's org chart
If using customizable forecasting, there is a seperate forecast role hierarchy
True
How many roles can you create for your org?
500
What is a sharing rule?
Automated rules that grant access to groups of users
Exceptions to organzation wide defaults
Irrelevant for public read/write organizations
What is not true about sharing rules?
You can edit the access levels for any sharing rule. You can change the specified groups or roles for the rule
A public group is a grouping of all except
Queue
All of the following are true about manual sharing except
Cannot be done for accounts
You can modify the contents of a folder if the folder access level is set to read/write
True
An account team can be added by all except
Anyone in the team
Account teams are not available for Professional edition
True
THe documents tab does not contain version control capabilities
True
The create new folder link will only be visible to users with which permission
Manage public documents
THe size limit for documents uploaded is
5 MB
You can set up SFDC to automatically send email alerts, assign tasks, or update field values based on your organization's workflow
True
Workflow field updates specify the field you want updated and the new value for it. Depending on the type of field, you can do the following except
Delete the field
WOrkflow tasks may be assigned to a
User
Role
Record Owner
Record Creator
Sales Team Role
Account team
A workflow alert can be tracked in activity history
False
Salesforce data validation gives administrators an easy way to ensure the integrity of data
Before it is saved in Salesforce
All of the following are true about validation rules except
You can enter records through data loader bypassing the validation rules
Standard users can import a maximum of how many account records in a session
500
How many records of a custom object can a system admin import using the Salesforce Import Wizard
50000
During a lead import, you can choose to enable active assignment rules as part of the import
True
You can map a single column from the csv file to multiple fields in SFDC True
True
You can import only one language at a time per CSV file
True
You can create parent.child relationships directly from the csv import file
true
You are limited to _________new picklist or multi-select picklist values for any field during a single import
No limit
As an admin, you can schedule regular data imports using the data loader
True
Your recycle bin record limit is _____times the MBs in your general storage
250
YOu cannot delete a product that is used on an oppy
True
You can delete the std price book or a price book that is on an oppy
True
Records in the recycle bin do not count against your organization's storage limits
True
You cannot delete a product that is used on an oppy
True
Custom summary formulas are
Calculations on summary fields
You can use conditional highlighting for which types of reports
summary and matrix reports
In conditional highlighting, how may maximum conditions are allowed per report
3
While scheduling an email reports user specifies all except
Link to report
What is true regarding a running user
The running user overrides the sharing model and will allow the users who see the dashboard to see high level sales data for everyone, not just their own
You need which permission to specify a running user other than yourself
View all data
Who can view a campaign in SFDC
All users of SFDC who have access to campaigns objects
Select all which are true about contacts objects
Has to be associated with an account
One account can have multiple contacts
The system automatically maps std lead fields to standard account, contact, and oppy fields
True
If the lead has a record type, the default record type of the new owner is assigned to records created during lead conversion
True
If your org uses territory management, the new account is evaluated by account assignment rules and may be assigned to one or more territories
True
Deleting a lead from a campaign does not delete the lead itself, but it is no longer a campaign member
True
What is true about lead assignment rule?
Determines how leads are automatically routed to user or queue
COntains rule entries, pre-defined business rules, that determine lead routing
What is true about a web-to-lead?
An online form to capture lead information
Email template response content published on your web site
Custom objects are reportable
True
Users with which permission can install or uninstall AppExchange packages from the APpExchange
Download AppExchange Packages
All existing custom objects that were previously deployed will still be deployed when you upgrade a managed application
True
Can you uninstall an APpExchange application once it has been deployed
True