A checkbox can be the controlling field to a dependent picklist.
True
False
System administrators can modify tab settings for custom profiles (Default On, Default Off and Hidden).
A user with a Chatter Free User profile has access to records in Salesforce such as Accounts and Contacts.
Will two different users get the same search results on searching for a common keyword?
Yes
No
Queues can be made up of the following
Users
Public Groups
Roles
Profiles
External Chatter Users
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
Criteria-based sharing rules allow administrators to share records based on field values rather than record ownership.
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
Standard profile permissions cannot be edited.
Who can invite Chatter customers into a Chatter group?
The system admin
Group owner
All Chatter users
None of the above
The page layout allows users to see the Next Steps field on an Opportunity record, Field Level Security dictates that the field is hidden, how will the field appear to the user?
The field will be hidden from the user
The field will be read only
The field will be visible and editable to the user
If a lead is converted without a value in the company field, what happens?
A Business Account is created
A Person Account is created
You will be prompted to decide whether to create a Person or a Business Account
Nothing
The system administrator needs to ensure that all Leads coming from the website are assigned a website lead queue, that all Leads for a recent trade show are assigned to Matt Wilson and all other leads are assigned to Phil Smith. The system administrator will
Create 3 assignment rules
Create 1 assignment rule with multiple criteria entries
Create an assignment rule and 2 workflow rules
Use workflow rules to accomplish this
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
Lead assignment rules assign leads to owners and queues based on the criteria the system admin specifies within the rule.
When a Lead is converted, an Account, Contact and _______ record are created.
Lead
Case
Campaign
Opportunity
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
Folders are used to organize the following (choose all that apply)
Dashboards
Reports
Documents
Email templates
All of the above
Which of the following are not standard objects?
Opportunities
Solutions
Job Applicants
Accounts
Campaigns
Who can manually share records?
The record owner
The record owner's manager
The record owner's manager's manager
The system administrator
Which of the following SF applications enables organizations to speed and streamline all phases of sales?
SF ideas
SF content
SF Automation
SF Customer service and support
Which of the following are actions triggered by workflow rules?
Email
Task
Field update
Record update
Record creation
Outbound message
Time trigger
A system administrator can opt to lock users out of the Salesforce org if they exceed a certain number of failed login attempts.
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.
You can use standard reports when creating Dashboards
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.
Public groups can be used to simplify the creation of sharing rules for Administrators.
Manual sharing allows administrators to grant one-off access to individual records, users cannot grant this access even if they own 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
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?
They will not be able to complete the installation process as they have reached the maximum number of custom tabs
They will not be able to complete the installation process as they have reached the maximum number of custom objects
The installation will succeed
The installation will succeed, but only the reports
Time based workflow can be triggered every time a record is created or edited
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
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
Locale settings control how users view date formats, time formats and number formats.
A cross object formula references fields from parent objects.
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
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 _______ determines if a user can read, create and edit Contact records, the __________ determines if he can see/edit contact records owned by his subordinates.
Role, Profile
OWD, Sharing rules
Sharing rules, Role Hierarchy
Profile, Role
If your company's fiscal year follows the Gregorian calendar, you must use Custom Fiscal Years.
Deleted records will be stored in the Recycle Bin for up to 15 days.
Inline editing updates the field when
The field is saved/updated
When the record is saved/updated
When the return key is pressed
When creating a sales process, the System Administrator will be modifying/filtering the values of the __________ field.
Amount
Stage
Next Steps
Status
Close Date
Auto response rules can be used to send an automated yet tailored response to customers based on the information they provide via the Web-to-lead form.
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
What should a system administrator use to disable an application for a group of users?
Sharing Rules
Web tabs
Page layouts
An Approval Process begins when a record is:
Created
Saved
Edited
Submitted for Approval
Which objects support business processes?
Leads
Cases
Contacts
If a company opts to use Custom Fiscal Years, they cannot use the standard forecasting option.
Which report type provides a simple list of data with no subtotals?
Matrix
Summary
Tabular
Custom
Standard
Which of the following can be used to create a back up of data from Salesforce?
Weekly Data Export
Data Loader
Import Wizard
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
The Data Loader can de-duplicate records during import.
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
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
Use a __________ picklist to filter the values of one picklist based on the value of another picklist.
Controlling
Multi-select
Dependent
Independent
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
Custom Links can be used for the following:
Launching an External URL
Running an S Control
Running a report
All of the Above
The Chatter Free license gives users the ability to access People, Profiles, Groups and Files as well as (choose all that apply)
Make posts
View comments
Upload files
Join groups
View records
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
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
All of the following objects may have a queue EXCEPT
Custom Objects
Who can select the "sharing" button on Account and Opportunity records?
The Record Owner, System Administrator, and a User shared to the record
The Record Owner, a User shared to the record, and any User above the Record Owner in the Role Hierarchy
The Record Owner, a User above the Record Owner, and the System Administrator
The Record Owner and System Administrator
When Chatter is enabled in an org, the following happens (choose all that apply).
The Chatter app is added to the Force.com app menu
The Chatter tab is added to all standard apps
Accounts, Contacts, Cases, Leads and Opportunities are enabled for Chatter
All users are added to the All Chatter group
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
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
Assignment rules allow Leads and Cases to be automatically assigned to users and queues based on criteria defined by the system administrator.
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
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
Chatter External license allow users outside the company to join public Chatter groups.
If the company locale is set to US English, all users will have a default locale of US English and this cannot be changed.
Only 1 permission set can be assigned to a user.
Which of the following objects support business processes?
Knowledge
Public groups can be any combination of other public groups, users, roles and ________.
Profile
Roles & subordinates
Managers
Which of the following is not a standard Profile?
System Administrator
Read only
Marketing Director
Partner Portal User
Standard Administrator
To enable Field History Tracking for an object, the system administrator must also add the related list to the page layout.
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
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.
User interface settings are global settings and apply to all users of an org.
Which of the following are part of the Service Cloud offering?
Entitlements
Quotes
Permission sets can replace the need for profiles.
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 _________ 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
Company Profile
Use ____________ to filter or segment picklist values based on the user's profile.
Record Types
User Profiles
Role Hierarchy
Business Processes
Field Level Security
Lookup fields allow users to select a record from another object during data entry, creating a parent-child relationship.
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.
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
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
Page layouts are assigned to _____________.
Record types specify the following elements.
Picklist values
Business processes
Your organization is a US-based company with a default currency of US Dollars. As a sales rep, your personal currency set to British Pounds. You create an opportunity with a currency in British Pounds. The administrator updates the currency conversion rates. Which of the following best describes what happens to the amount of your British-Pound- based opportunity?
The overall opportunity amount does not change but the converted amount in a report does.
The overall opportunity amount and converted amount in a report changes
Only newly created opportunities reflect the change
Only historically created opportunities reflect the change
Used to set the default levels of access for users to records they do not own.
Organization Wide Defaults
Roles Hierarchy
Manual Sharing
Which feature effectively allows you to "lock" the converted amount on closed opportunities?
Locale
Multi-currency
Advanced Currency Management
An active user record consumes a license.
When you Delete a lead from a campaign, it deletes the lead record itself.
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
When you add a custom object tab, all of the following will be accessible with the object EXCEPT
Recent Items
Sidebar Search
Added to New Link/Create New Object Drop Down
Custom Object Reports
You will need a security token to access Salesforce via (choose all that apply)
Salesforce for Outlook
In order to import Opportunity records into Salesforce, a system administrator may use the Import Wizard.
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
The system administrator needs to prevent telesales teams from logging into Salesforce outside of the office. How will he/she do this?
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
