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
If a company opts to use Custom Fiscal Years, they cannot use the standard forecasting option.
Which of the following are not standard objects?
Opportunities
Solutions
Job Applicants
Accounts
Campaigns
Which of the following are part of the Service Cloud offering?
Knowledge
Entitlements
Quotes
Locale settings control how users view date formats, time formats and number formats.
If the company locale is set to US English, all users will have a default locale of US English and this cannot be changed.
If your company's fiscal year follows the Gregorian calendar, you must use Custom Fiscal Years.
In order to enable multi-currency feature in Salesforce, you must
Contact Salesforce.com
Check the Enable Multi-currency checkbox in your Chatter profile
Operate your business in at least two different countries
You cannot enable this feature once you've implemented Salesforce.
Which feature effectively allows you to "lock" the converted amount on closed opportunities?
Locale
Company Profile
Multi-currency
Advanced Currency Management
User interface settings are global settings and apply to all users of an org.
Which of the following are true about List Views?
Save list views for future use.
Specify which groups of users have access to the list view.
Print list views
Follow records and view related Chatter posts.
Export List View data to Excel
All of the above
A _____________ defines a collection of settings and permissions that determines what users can see in the user interface, and what they can do.
Role
Chatter feed
Profile
Which of the following is not a standard Profile?
System Administrator
Read only
Marketing Director
Partner Portal User
Standard Administrator
A user with a Chatter Free User profile has access to records in Salesforce such as Accounts and Contacts.
Standard profile permissions cannot be edited.
System administrators can modify tab settings for custom profiles (Default On, Default Off and Hidden).
If a user leaves your company, the system administrator should do the following to prevent future access to the Salesforce org.
Delete their user record
De-activate their user record
Delete any accounts or contacts owned by that user
An active user record consumes a license.
A system administrator can opt to lock users out of the Salesforce org if they exceed a certain number of failed login attempts.
Where can a system administrator go if they are trying to determine why a user cannot log in to Salesforce? (Select all that apply)
The Login History related list on the user's record
The user's profile
Manage Users | Login History
Call salesforce.com Support
What should a system administrator use to disable an application for a group of users?
Sharing Rules
Web tabs
Page layouts
Profiles
Roles
To prevent a user from logging into the Salesforce org outside normal business hours, the System Administrator would do this in:
The user record
The user's profile record
Network settings
The role hierarchy
If a user tries to login outside the IP range specified in their profile, the result will be.
They will be logged in as normal
They will have to reset their password
They will be prompted to activate their computer
They will be denied access
When a user logs in the first time to Salesforce, the following takes place (check all that apply)
A cookie is placed in the their browser
Pop ups are automatically disabled
Their IP address is added to a trusted list
They are prompted to answer a security question
The system administrator needs to prevent telesales teams from logging into Salesforce outside of the office.
There is not way to do this
Setup | Security Controls | Network Access and specify the team's range of IP addresses
Add the range of IP addresses to the team's profile(s)
Contact salesforce.com as this feature must be enabled
Permission sets can replace the need for profiles.
Only 1 permission set can be assigned to a user.
Used to set the default levels of access for users to records they do not own.
Organization Wide Defaults
Roles Hierarchy
Manual Sharing
If a user has public read-only access to records [that he/she does not own], the following are true.
The user can view the record but not edit it
The user can view and delete the record, but not edit it
The user can change the owner of the record
The user can search for the record
The user can report on the record
If there are any users in the organization that shouldn't have view access to Account records, the OWD for Accounts should be set to
Public Read Only
Public Read/Write/Transfer
Private
In a private sharing model, the following can be used when Role Hierarchy alone isn't sufficient when providing record access to users (choose all that apply)
Forecasting
Sharing rules
Teams (Account, Sales and Case)
Apex Triggers
Criteria-based sharing rules allow administrators to share records based on field values rather than record ownership.
Public groups can be used to simplify the creation of sharing rules for Administrators
Public groups can be any combination of other public groups, users, roles and ___________.
Roles & subordinates
Managers
Sales reps at AW Computing need assistance from product managers when selling certain products. Product managers do not have access to Opportunities but need to gain access when assisting on a specific deal. How can the system administrator accomplish this?
Notify the product manager using opportunity update reminders
Use similar opportunities to show opportunities related to the product manager
Enable account teams and allow users to add the product manager
Enable sales teams and allow users to add the product manager
Manual sharing allows administrators to grant one-off access to individual records, users cannot grant this access even if they own the record.
Who can manually share records?
The record owner
The record owner's manager
The record owner's manager's manager
The system administrator
If Field Level Security prevents a user from viewing the Credit Card field on the Opportunity record, the user will also be prevented from seeing this field (choose all that apply)
In a related list
In search results
In reports
In list views
The following can be done by a System Admin to a standard field.
Change the field label
Add help text
Add/edit values of a picklist
Delete the field
Use a ________ picklist to filter the values of one picklist based on the value of another picklist.
Controlling
Multi-select
Dependent
Independent
A checkbox can be the controlling field to a dependent picklist.
AW Computing needs to track the manufacturer and model for specific computers and laptops. How can the system administrator ensure that manufacturer selected influences the values available for model.
Create a multi-select picklist field that includes both manufacturers and models
Create a lookup field from the manufacturer object to the model object
Create a manufacturer field as a controlling picklist and the model as a dependent picklist
Create a manufacturer field as the dependent picklist and the model as the controlling picklist
Lookup fields allow users to select a record from another object during data entry, creating a parent-child relationship.
Which of the following are true about formula fields?
They are read-only
They will not display on record edit pages
They will not display on record detail pages
They are not searchable
They will not display on reports
A cross object formula references fields from parent objects.
Page layouts are assigned to _____________
Users
Use ___________ to filter or segment picklist values based on the user's profile.
Record Types
User Profiles
Role Hierarchy
Business Processes
Field Level Security
Which of the following objects support business processes?
Cases
When creating a sales process, the System Administrator will be modifying/filtering the values of the ________ field.
Amount
Stage
Next Steps
Status
Close Date
The system administrator has been asked to create a way to track Shipments of products to customers. Shipments should be closely tied to the Opportunity record and there may be more than one shipment record per Opportunity and the Opportunity should be required (i.e. Users cannot save a Shipment record without associating it to an Opportunity). The system administrator should create.
A cross object formula displaying Opportunity ID on the Shipment record
A Master - Detail relationship on the Shipment object to the Opportunity object
A lookup relationship on the Opportunity object to the Shipment object
A lookup relationship with a lookup filter from Opportunity to Shipment
In order to create a many-to-many relationship between two objects, a junction object must be created. This junction object will have a Master-Detail relationship to both objects
To enable Field History Tracking for an object, the system administrator must also add the related list to the page layout.
In order to update records using the Data Loader, what field must be present in the csv file?
Owner
Salesforce ID
Record Owner
Object Name
You will need a security token to access Salesforce via (choose all that apply)
Import Wizard
Data Loader
Salesforce for Outlook
The Data Loader can de-duplicate records during import
In order to import Opportunity records into Salesforce, a system administrator may use the Import Wizard.
What should a system administrator consider before importing a set of records into Salesforce.
The import file should include a record owner for each record
Validation rules are not triggered when importing data using the import wizard
Data should be de-duplicated in the import file prior to import
Currency field values will default to the personal currency of the record owner
Which of the following can be used to create a back up of data from Salesforce?
Weekly Data Export
Reports
Dashboards
Deleted records will be stored in the Recycle Bin for up to 15 days.
Which report type provides a simple list of data with no subtotals?
Matrix
Summary
Tabular
Custom
Standard
Use Custom Summary Formulas to create calculated summaries on numerical fields in ____________ and ________ reports.
Tabular and Summary
Custom and Standard
Summary and Matrix
Matrix and Tabular
Which statement about custom summary formulas is true?
Reports can be grouped by a custom summary formula result
Custom summary formulas can reference a formula field within a report
Custom summary formulas can reference another custom summary formula
Custom summary formulas can be used in a report built from a custom report type
The following are true about scheduling and emailing reports.
The running user determines whose data is visible on the report.
The running user must have access to the folder in which the report is saved
All email recipients must have access to the same folder
The report is emailed within 30 minutes of the Preferred Start Time
A Dashboard is a visual representation of data from multiple reports and (choose all that apply)
Is comprised of up to 20 components
Displays data from standard reports
Has a running user to determine what data is visible
Displays data as of the last time the dashboard was refreshed
Always shows up to date data
Can be scheduled to be refreshed and emailed automatically
Users can post a static image of a component to the dashboard feed, a user feed or a group feed, this feature is called
Dashboard Component Snapshot
The Running User
Chatter Groups
Dashboard Component
Dynamic Dashboards
Dynamic Dashboards allow data to be displayed by the user viewing it, rather than by a specified running user - eliminating the need to create the same dashboard for multiple users.
A Sales VP wishes to view Dashboard data by region within his territory - what feature will allow this?
Dashboard Filters
Dashboard Snapshots
This is not possible
The System Administrator has been asked to ensure an email goes out to Sales Ops when an opportunity is closed notifying them of the closed deal. What evaluation criteria will the system admin use for the workflow rule?
When a record is created
When a record is created or updated
When a record is created/updated and didn't previously meet the trigger criteria
The support team has asked the System Administrator to automate the notification of a customer's support plan ending - they would like for the Customer Support Rep to receive an email 30 days before the Support Plan Expires (Support Plan Expiration Date is on the Account record). What will the system administrator do?
Create a workflow rule with a time-based trigger to fire 30 days before the Support Plan Expiration Date and use an email action to notify the assigned Support Rep
Create a workflow rule with an immediate action to email the Support rep but with a due date of 30 days before the Support Expiration Date
Create an Apex trigger to fire 30 days before Support Plan Expiration Date and use an email action to notify the assigned Support Rep
This cannot be done
The system administrator was testing workflow rules and needs to delete pending time- based workflow actions. How can he/she do this?
Delete the workflow rule
Deactivate the workflow rule
Delete the actions in the Time-based Workflow queue
Reset passwords for all users of the org
What feature would a system administrator implement to allow AW Computing's prospects/customers to complete a form on the corporate website and have that data automatically become a lead in Salesforce?
Auto Response Rules
Assignment Rules
Web-to-Lead
Escalation Rules
When a Lead is converted, an Account, Contact and record are created.
Lead
Case
Campaign
Opportunity
Queues can be made up of the following
Public Groups
External Chatter Users
Assignment rules allow Leads and Cases to be automatically assigned to users and queues based on criteria defined by the system administrator.
What can you edit in the UI?
Enable Chatter
Enable Spell Check
Enable Inline Editing
Enable Hover Details
For lead conversion what permissions must you have?
Create and edit permission for leads
Import Leads profile permission
Transfer access for leads, Accounts, Contacts, and Opportunities, Contact ?
Convert leads profile permission
After lead is converted, which objects are created?
Contacts
Under opportunities, when a lead is converted and the Stage is changed what is directly affected?
Sales Quota
Forecast Category
Probability
Account Rating
After converting Leads to Opportunity which objects are automatically related?
Leads
Which statement about custom summary formulas in reports is true? (There are two correct answers.)
Reports can be grouped by a custom summary formula result.
Custom summary formulas can reference a formula field within a report.
Custom summary formulas can reference another custom summary formula.
Custom summary formulas can be used in a report built from a custom report type.
Select the order of how the rules fire off once a new record is created. Validation rule, Assignment Rule, Workflow rule, Escalation rule.
Validation rule, Assignment Rule, Workflow rule, Escalation rule.
Validation rule, Workflow rule, Assignment Rule, Escalation rule.
What does Salesforce authenticate before allowing a user to log in through the user interface? Choose 3
Whether the user's profile has specified business hours
Whether the user's profile is API enabled
Whether the user's profile has IP address restrictions
Whether the user's profile has login hou
Whether the organization has trusted IP addresses
The cloud scheduler has which capability? Choose 2:
The cloud scheduler can be enabled at the user profile level
The cloud scheduler allows users to view available meeting times on lead and contact calendars
Salesforce can automatically propose multiple meeting times based on Salesforce user calendars
A custom logo can be added to the meeting request email sent to a contact or lead.
Which statement about Community experts is true? Choose 2
Community experts can be designated for Salesforce Ideas
Community experts can manage Salesforce Ideas categories
Community experts are designated by an icon
Community experts can delete inappropriate community content
What is affected by changing the default locale for an Organization?
Date fields
Currency
Time zone
Language
A user is unable to sign to Salesforce. As a System Administrator what should be the first step to take?
Reset password
Check login history
Check trusted IP
Check login-IP restriction
Check for API permission
What can a System admin do? Select 3 options.
Assign Password to a set of user
Customize message for locked out user (Login attempts and lockout periods)
Enforce all numeric passwords
Reset password all at once
Provide "password never expires" permission
A System Administrator can (select all true):
Reset all users passwords at one time
Expire all user passwords
View users login history
Send a mass email to your users
Change email template to send customized email to all users
A System Administrator made a mistake of importing the wrong files. What tools can he use to fix the problem?
Mass delete
Excel Connect
How can you keep records synchronized between SalesForce and customers financial system?
External ID field
Something
How can a System Administrator restrict users from viewing certain fields in list views, search and reports?
Sharing Rule
Set the Org Wide Defaults to Public
The marketing team at Universal Containers is responsible for creating new leads and distributing them to regional sales groups. How can a system administrator automate this process?
Create a Web-to-lead and embed it to the website
Create an escalation rule for Marketing Team
Create a Lead Assignment rule
Create an Account Assignment Rule
To clean up any web-generated leads that were created incorrectly, or to delete accounts and contacts with whom you no longer do business, which of the following can be used?
Mass transfer records
Mass delete records
Mass re-assign workflow approvals
Mass tag records
Can you change picklist values in standard field?
Can we change the name, label of a standard field?
Which customization option is available for standard fields?Choose 3 answers.
Delete standard fields
Edit picklist values for standard fields
Change the field type of standard fields
Rename standard field labels in the user interface
Remove non-required standard fields from a page layout
When you delete a custom field, which statement is true? Select 3.
Data in the custom field must be archived before deleting
It stays in the recycle bin for 15 days
Existing values must be transferred to a new custom field
If it is used in a custom formula, it cannot be deleted
Must be removed from the Page Layout
Marketing users with the "Manage Member Button" on a Campaign record can: Choose 2.
Import newLeads and assign with the campaign
Import new leads and assign with the campaign
Assign existing contacts with the campaign
Create custom report including all campaign members
If a user selects the Manage Members button on a Campaign, they will be able to select:
Add Members - Search
Add Members - Import
Edit Members - Search
Add member - profile
Update and Add members via Import File
Which statement is true regarding Chatter groups?
Private groups are not displayed in the Groups tab.
Private group posts are visible to the owner and anyone above in the role hierarchy.
Users with the "Manage Chatter Groups" profile permission can create groups.
Any Chatter user can create public or private groups.
What would track the Influence on an Opportunity related to a campaign? Choose 2
Opportunity sales process
Primary Campaign source field
Campaign influences related list
Campaign Hierarchy
What is true about Chatter?
System administrator must enable it
Chatter free license can be used outside Salesforce
Can be available to user without Chatter free license
Assign a chatter free user license to users in Salesforce
How can you share Dashboards to Groups?
Share folders to groups
Share folders to roles
Using role hierarchy
Use a sharing rule
Which feature does Salesforce CRM provide for restricting login access to the application? There are three correct answers.
Profile-based IP restrictions
Organization-wide IP restrictions
Profile-based login hour restrictions
Organization-wide login hour restrictions
What are the ways to restrict access to Salesforce.com?
Trusted IP Range (trusted IP Range)
Login IP Range
Business Hours
Profile Login Hours
When are data validation enforced when using Outlook?
When a user views a record
When data is sync with the server
When a record is saved
When a record is updated
Multi Language can be enabled in (2 answers)
Salesforce Content
Solutions tab search
Public Solutions
Self Service Portal
What is AppExchange site for? Choose 2.
To find answers for Salesforce Applications
Pre built custom applications
Standard Salesforce functionality that needs to be extended.
Which user is listed in the case history related list for case changes made for assignment and escalation rules?
The owner of the case when the rule was triggered
The default case owner specified in the assignment or escalation rule
The user who created the assignment or escalation rule
The automated case user specified in the support settings
Which dashboard component types are based on grand total of reports?
Metric & Chart
Gauge & Metric
Tabular & Metric
Tabular & Gauge
What would you use to export Accounts with attachments by the end of the week:
Data loader
Data export
Mass transfer
What can do delegated administrators.Chose 2.
Create new users and profiles
Login as another user who granted administrator login
Add, remove users to roles and subroles
What should a system administrator use to disable access to a custom application for a group of users?
Web Tabs
Page Layouts
Universal Containers needs to track the manufacturer and model for specific car companies. How can the system administrator ensure that the manufacturer selected influences the values available for the model?
Create the manufacturer field as a dependent picklist and the model as a controlling picklist
Create a lookup field from the manufacturer object to the model object.
Create the manufacturer field as a controlling picklist and the model as a dependent picklist.
Create a multi-select picklist field that includes both manufacturers and models.
Sales representatives at Universal Containers need assistance from product managers when selling certain products. Product managers do not have access to opportunities, but need to gain access when they are assisting with a specific deal. How can a system administrator accomplish this?
Notify the product manager using opportunity update reminders.
Enable sales teams and allow users to add the product manager.
Use similar opportunities to show opportunities related to the product manager.
Enable account teams and allow users to add the product manager.
The Marketing Team at Universal Containers is responsible for creating new leads and distributing them into different regional sales groups for qualification. How can system admin automate this process?
Create a queue for each regional group and lead assignement rule to route leads to the queues.
Create a default sales team for each regional group and leas assignment rule to route leads to the default sales team.
Create a queue for each regional group and a validation rule to enforce that the leads are assigned to correct group.
Create a queue for marketing team and a workflow alert to notify the team each time a lead is assigned to the queue.
Which functionality is available when customizing tasks? Choose 2 answers.
Record types can be created for tasks.
Roll up summary fields can be created for tasks
Recurring tasks can be assigned to more than one user
Validation rules can be created for tasks.
Which record type can be updated when converting a lead? Choose 2 answers.
An existing contact record
An existing account record
An existing opportunity record
An existing custom object record
Which statement is true about Mobile Lite? Choose 2 answers.
It must be enabled by the administrator
It is available to partner portal users
It is available to customer portal users
It is available to the users without a mobile licence.
Which functionality is available when using data export service? Choose 2 answers.
Schedule a recurring export
Include values of the formula fields
Include attachments
Export a subset of records for a given object.
Which step must system admin take before users can use the Salesforce for Outlook client? Choose 2 answers.
Run a first time sync for each user.
Assign users to Outlook configurations
Select sync direction and default behaviour.
Specify a user’s Outlook configuration folders.
Sales representatives at Universal Containers perform the initial steps in the lead qualification process and sales managers complete the final qualification steps. Universal Containers’ requirements include those listed below. - Sales Managers can access all lead status values. - Sales representatives can only access the first three lead status values. - Sales representatives cannot access the final two lead status values. How can System Administrator meet these requirements?
Use field level security to restrict access to the lead status values.
Create validation rule to prevent lead conversion.
Create two separate lead processes and record types.
Create two separate lead page layouts
Which filter option is available when creating list views? Choose 2 answers.
List views can be filtered by record owner profile.
List views can be filtered by record ownership.
List views can be filtered using AND, OR and NOT filters.
List views can be filtered by tags.
What is required to make a user an approver in the approval process?
The user must be in same role as the approval submitter in the role hierarchy.
The user must be set up as a delegated approver.
The user must opt in to receive email alerts when an approval is requested.
The user must have read permission for the object in the approval process.
Universal Containers has set OWD settings for accounts to private. Amy is a member of a “Sales West” public group and needs access to all accounts owned by Bob, a member of “Sales East” public group. How would an administrator grant Amy access to only Bob’s accounts?
Add Amy to the “Seals East” public group.
Add Amy to the role above Bob in role hierarchy.
Create sharing rule between “Sales West” and “Sales East” public groups.
Add Amy to Bob’s default account team.
Which statement is true about public groups? Choose two answers.
Public groups allow users to delete personal accounts.
Public groups can be used in sharing rules.
Public groups can be used when manually sharing a record.
Public groups can be created by any user.
Universal Containers populates the Industry field on each account record. The vice president of sales would like the industry information displayed on related opportunity records and updated when the value id updated on the account record. How can system administrator meet these requirements?
Create a cross-object formula field on the opportunity.
Create an account workflow rule with an opportunity field update.
Create a cross-object formula field on the account.
Create a roll-up summary field on the opportunity.
Universal Containers outsources its first tier of customer support to a partner. What can be used to identify all individuals who contribute to resolving case?
Case teams
Partner roles
Sales teams
Contact roles
Which schedule type can be defined for a product? Choose 2 answers.
Forecast
Quantity
Production
Revenue
What is used to create a relationship between an Opportunity object and Campaign object? Choose 2 answers.
Campaign influence related list.
Primary campaign source field.
Campaign hierarchy field
