Inline editing updates the field when
- A . The field is saved/updated
- B . When the record is saved/updated
- C . When the return key is pressed
- D . None of the above
If a company opts to use Custom Fiscal Years, they cannot use the standard forecasting option.
- A . True
- B . False
Which of the following are not standard objects?
- A . Opportunities
- B . Solutions
- C . Job Applicants
- D . Accounts
- E . Campaigns
Which of the following are part of the Service Cloud offering?
- A . Opportunities
- B . Knowledge
- C . Entitlements
- D . Campaigns
- E . Quotes
Locale settings control how users view date formats, time formats and number formats.
- A . True
- B . False
If the company locale is set to US English, all users will have a default locale of US English and this cannot be changed.
- A . True
- B . False
If your company’s fiscal year follows the Gregorian calendar, you must use Custom Fiscal Years.
- A . True
- B . False
In order to enable multi-currency feature in Salesforce, you must
- A . Contact Salesforce.com
- B . Check the Enable Multi-currency checkbox in your Chatter profile
- C . Operate your business in at least two different countries
- D . You cannot enable this feature once you’ve implemented Salesforce.
Which feature effectively allows you to "lock" the converted amount on closed opportunities?
- A . Locale
- B . Company Profile
- C . Multi-currency
- D . Advanced Currency Management
- E . None of the above
User interface settings are global settings and apply to all users of an org.
- A . True
- B . False
Which of the following are true about List Views?
- A . Save list views for future use.
- B . Specify which groups of users have access to the list view.
- C . Print list views.
- D . Follow records and view related Chatter posts.
- E . Export List View data to Excel
- F . 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.
- A . Role
- B . Chatter feed
- C . Profile
- D . Company Profile
Which of the following is not a standard Profile?
- A . System Administrator
- B . Read only
- C . Marketing Director
- D . Partner Portal User
- E . Standard Administrator
A user with a Chatter Free User profile has access to records in Salesforce such as Accounts and Contacts.
- A . True
- B . False
System administrators can modify tab settings for custom profiles (Default On, Default Off and Hidden).
- A . True
- B . False
If a user leaves your company, the system administrator should do the following to prevent future access to the Salesforce org.
- A . Delete their user record
- B . De-activate their user record
- C . Delete any accounts or contacts owned by that user
- D . None of the above
A system administrator can opt to lock users out of the Salesforce org if they exceed a certain number of failed login attempts.
- A . True
- B . False
Where can a system administrator go if they are trying to determine why a user cannot log in to Salesforce? (Select all that apply)
- A . The Login History related list on the user’s record
- B . The user’s profile
- C . Manage Users | Login History
- D . Call salesforce.com Support
What should a system administrator use to disable an application for a group of users?
- A . Sharing Rules
- B . Web tabs
- C . Page layouts
- D . Profiles
- E . Roles
To prevent a user from logging into the Salesforce org outside normal business hours, the System Administrator would do this in:
- A . The user record
- B . The user’s profile record
- C . Network settings
- D . The role hierarchy
- E . None of the above
If a user tries to login outside the IP range specified in their profile, the result will be.
- A . They will be logged in as normal
- B . They will have to reset their password
- C . They will be prompted to activate their computer
- D . They will be denied access
- E . None of the above
When a user logs in the first time to Salesforce, the following takes place (check all that apply)
- A . A cookie is placed in the their browser
- B . Pop ups are automatically disabled
- C . Their IP address is added to a trusted list
- D . They are prompted to answer a security question
The system administrator needs to prevent telesales teams from logging into Salesforce outside of
the office.
How will he/she do this?
- A . There is not way to do this
- B . Setup | Security Controls | Network Access and specify the team’s range of IP addresses
- C . Add the range of IP addresses to the team’s profile(s)
- D . Contact salesforce.com as this feature must be enabled
Permission sets can replace the need for profiles.
- A . True
- B . False
Only 1 permission set can be assigned to a user.
- A . True
- B . False
Used to set the default levels of access for users to records they do not own.
- A . Organization Wide Defaults
- B . Roles Hierarchy
- C . Profiles
- D . Sharing Rules
- E . Manual Sharing
If a user has public read-only access to records [that he/she does not own], the following are true.
- A . The user can view the record but not edit it
- B . The user can view and delete the record, but not edit it
- C . The user can change the owner of the record
- D . The user can search for the record
- E . 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
- A . Public Read Only
- B . Public Read/Write/Transfer
- C . Private
- D . None of the above
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)
- A . Forecasting
- B . Sharing rules
- C . Manual Sharing
- D . Teams (Account, Sales and Case)
- E . Apex Triggers
Criteria-based sharing rules allow administrators to share records based on field values rather than record ownership.
- A . True
- B . False
Public groups can be used to simplify the creation of sharing rules for Administrators.
- A . True
- B . False
Public groups can be any combination of other public groups, users, roles and ________.
- A . Profile
- B . Roles & subordinates
- C . Managers
- D . None of the above
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?
- A . Notify the product manager using opportunity update reminders
- B . Use similar opportunities to show opportunities related to the product manager
- C . Enable account teams and allow users to add the product manager
- D . 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.
- A . True
- B . False
Who can manually share records?
- A . The record owner
- B . The record owner’s manager
- C . The record owner’s manager’s manager
- D . The system administrator
- E . All of the above
- F . None of the above
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)
- A . In a related list
- B . In search results
- C . In reports
- D . In list views
- E . All of the above
- F . None of the above
The following can be done by a System Admin to a standard field.
- A . Change the field label
- B . Add help text
- C . Add/edit values of a picklist
- D . Delete the field
- E . All of the above
- F . None of the above
Use a __________ picklist to filter the values of one picklist based on the value of another picklist.
- A . Controlling
- B . Multi-select
- C . Dependent
- D . Independent
A checkbox can be the controlling field to a dependent picklist.
- A . True
- B . False
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?
- A . Create a multi-select picklist field that includes both manufacturers and models.
- B . Create a lookup field from the manufacturer object to the model object
- C . Create a manufacturer field as a controlling picklist and the model as a dependent picklist
- D . 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.
- A . True
- B . False
Which of the following are true about formula fields?
- A . They are read-only
- B . They will not display on record edit pages
- C . They will not display on record detail pages
- D . They are not searchable
- E . They will not display on reports
A cross object formula references fields from parent objects.
- A . True
- B . False
Page layouts are assigned to _____________.
- A . Users
- B . Profiles
- C . Roles
- D . Roles & subordinates
Use ____________ to filter or segment picklist values based on the user’s profile.
- A . Record Types
- B . User Profiles
- C . Role Hierarchy
- D . Business Processes
- E . Field Level Security
Which of the following objects support business processes?
- A . Cases
- B . Opportunities
- C . Campaigns
- D . Knowledge
When creating a sales process, the System Administrator will be modifying/filtering the values of the __________ field.
- A . Amount
- B . Stage
- C . Next Steps
- D . Status
- E . 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 . A cross object formula displaying Opportunity ID on the Shipment record
- B . A Master – Detail relationship on the Shipment object to the Opportunity object
- C . A lookup relationship on the Opportunity object to the Shipment object
- D . 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.
- A . True
- B . False
To enable Field History Tracking for an object, the system administrator must also add the related list to the page layout.
- A . True
- B . False
In order to update records using the Data Loader, what field must be present in the csv file?
- A . Owner
- B . Salesforce ID
- C . Record Owner
- D . Object Name
You will need a security token to access Salesforce via (choose all that apply)
- A . Import Wizard
- B . Data Loader
- C . Salesforce for Outlook
- D . All of the above
The Data Loader can de-duplicate records during import.
- A . True
- B . False
In order to import Opportunity records into Salesforce, a system administrator may use the Import Wizard.
- A . True
- B . False
What should a system administrator consider before importing a set of records into Salesforce.
- A . The import file should include a record owner for each record
- B . Validation rules are not triggered when importing data using the import wizard .
- C . Data should be de-duplicated in the import file prior to import
- D . 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?
- A . Weekly Data Export
- B . Data Loader
- C . Import Wizard
- D . Reports
- E . Dashboards
Deleted records will be stored in the Recycle Bin for up to 15 days.
- A . True
- B . False
Which report type provides a simple list of data with no subtotals?
- A . Matrix
- B . Summary
- C . Tabular
- D . Custom
- E . Standard
Use Custom Summary Formulas to create calculated summaries on numerical fields in _________
and ________ reports.
- A . Tabular and Summary
- B . Custom and Standard
- C . Summary and Matrix
- D . Matrix and Tabular
Which statement about custom summary formulas is true?
- A . Reports can be grouped by a custom summary formula result
- B . Custom summary formulas can reference a formula field within a report
- C . Custom summary formulas can reference another custom summary formula
- D . Custom summary formulas can be used in a report built from a custom report type
The following are true about scheduling and emailing reports.
- A . The running user determines whose data is visible on the report.
- B . The running user must have access to the folder in which the report is saved.
- C . All email recipients must have access to the same folder.
- D . The report is emailed within 30 minutes of the Preferred Start Time .
- E . All of the above
A Dashboard is a visual representation of data from multiple reports and (choose all that apply)
- A . Is comprised of up to 20 components
- B . Displays data from standard reports
- C . Has a running user to determine what data is visible
- D . Displays data as of the last time the dashboard was refreshed
- E . Always shows up to date data
- F . 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
- A . Dashboard Component Snapshot
- B . The Running User
- C . Chatter Groups
- D . Dashboard Component
- E . 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 . True
- B . False
A Sales VP wishes to view Dashboard data by region within his territory – what feature will allow this?
- A . Dynamic Dashboards
- B . Dashboard Filters
- C . Dashboard Snapshots
- D . 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?
- A . When a record is created
- B . When a record is created or updated
- C . When a record is created/updated and didn’t previously meet the trigger criteria .
- D . None of the above
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?
- A . 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
- B . 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
- C . Create an Apex trigger to fire 30 days before Support Plan Expiration Date and use an email action
to notify the assigned Support Rep - D . 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?
- A . Delete the workflow rule
- B . Deactivate the workflow rule
- C . Delete the actions in the Time-based Workflow queue
- D . Reset passwords for all users of the org
- E . None of the above
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?
- A . Auto Response Rules
- B . Assignment Rules
- C . Web-to-Lead
- D . Escalation Rules
When a Lead is converted, an Account, Contact and _______ record are created.
- A . Lead
- B . Case
- C . Campaign
- D . Opportunity
Queues can be made up of the following
- A . Users
- B . Public Groups
- C . Roles
- D . Profiles
- E . 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.
- A . True
- B . False
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
- A . Create 3 assignment rules
- B . Create 1 assignment rule with multiple criteria entries
- C . Create an assignment rule and 2 workflow rules
- D . Use workflow rules to accomplish this
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.
- A . True
- B . False
When Chatter is enabled in an org, the following happens (choose all that apply).
- A . The Chatter app is added to the Force.com app menu .
- B . The Chatter tab is added to all standard apps
- C . Accounts, Contacts, Cases, Leads and Opportunities are enabled for Chatter .
- D . All users are added to the All Chatter group .
- E . 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)
- A . Make posts
- B . View comments
- C . Upload files
- D . Join groups
- E . View records
Chatter External license allow users outside the company to join public Chatter groups.
- A . True
- B . False
Who can invite Chatter customers into a Chatter group?
- A . The system admin
- B . Group owner
- C . All Chatter users
- D . None of the above
Folders are used to organize the following (choose all that apply)
- A . Dashboards
- B . Reports
- C . Documents
- D . Email templates
- E . All of the above
- F . None of the above
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.
- A . Role, Profile
- B . OWD, Sharing rules
- C . Sharing rules, Role Hierarchy
- D . Profile, Role
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?
- A . The field will be hidden from the user
- B . The field will be read only
- C . The field will be visible and editable to the user
- D . None of the above
Record types specify the following elements.
- A . Picklist values
- B . Page layouts
- C . Business processes
- D . All of the above
- E . None of the above
Which objects support business processes?
- A . Opportunities
- B . Leads
- C . Campaigns
- D . Accounts
- E . Solutions
- F . Cases
- G . Contacts
Lead assignment rules assign leads to owners and queues based on the criteria the system admin specifies within the rule.
- A . True
- B . False
Which of the following are actions triggered by workflow rules?
- A . Email
- B . Task
- C . Field update
- D . Record update
- E . Record creation
- F . Outbound message
- G . Time trigger
Will two different users get the same search results on searching for a common keyword?
- A . Yes
- B . No
If a lead is converted without a value in the company field, what happens?
- A . A Business Account is created
- B . A Person Account is created
- C . You will be prompted to decide whether to create a Person or a Business Account .
- D . Nothing
An Approval Process begins when a record is:
- A . Created
- B . Saved
- C . Edited
- D . Submitted for Approval
Time based workflow can be triggered every time a record is created or edited
- A . True
- B . False
When you add a custom object tab, all of the following will be accessible with the object EXCEPT
- A . Recent Items
- B . Sidebar Search
- C . Added to New Link/Create New Object Drop Down
- D . Custom Object Reports
When you Delete a lead from a campaign, it deletes the lead record itself.
- A . True
- B . False
Which of the following SF applications enables organizations to speed and streamline all phases of sales?
- A . SF ideas
- B . SF content
- C . SF Automation
- D . SF Customer service and support
All of the following objects may have a queue EXCEPT
- A . Accounts
- B . Cases
- C . Leads
- D . Custom Objects
You can use standard reports when creating Dashboards
- A . True
- B . False
Who can select the "sharing" button on Account and Opportunity records?
- A . The Record Owner, System Administrator, and a User shared to the record
- B . The Record Owner, a User shared to the record, and any User above the Record Owner in the Role Hierarchy
- C . The Record Owner, a User above the Record Owner, and the System Administrator .
- D . The Record Owner and System Administrator
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?
- A . They will not be able to complete the installation process as they have reached the maximum number of custom tabs
- B . They will not be able to complete the installation process as they have reached the maximum number of custom objects
- C . The installation will succeed
- D . The installation will succeed, but only the reports,
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?
- A . The overall opportunity amount does not change but the converted amount in a report does.
- B . The overall opportunity amount and converted amount in a report changes
- C . Only newly created opportunities reflect the change
- D . Only historically created opportunities reflect the change
Custom Links can be used for the following:
- A . Launching an External URL
- B . Running an S Control
- C . Running a report
- D . All of the Above