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Test your basic knowledge |
Salesforce Certification
Start Test
Study First
Subjects
:
certifications
,
salesforce
,
it-skills
Instructions:
Answer 50 questions in 15 minutes.
If you are not ready to take this test, you can
study here
.
Match each statement with the correct term.
Don't refresh. All questions and answers are randomly picked and ordered every time you load a test.
This is a study tool. The 3 wrong answers for each question are randomly chosen from answers to other questions. So, you might find at times the answers obvious, but you will see it re-enforces your understanding as you take the test each time.
1. If using customizable forecasting - there is a seperate...
A running user
to a case
upgrade a managed application
forecast role hierarchy
2. How many Editions are there in SFDC?
5
A running user
Gets assigned to lead owner's territory
lead assignment rule
3. Case sharing rules - Lead sharing rules - Campaign sharing rules - Custom object sharing rules
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
3
different types of sharing rules
the recycle bin
4. Name three settings on the Company Information page that administrators can edit.
Business Hours
Solution Manager
Summary or matrix (with at least one level of grouping)
Default Locale - Default Language - Default Time Zone
5. Create and manage letterheads and email templates
previously approved process
Manage Letterheads - Manage Public Templates - Edit HTML Templates
Field level security
Master-detail - many-to-many - lookup - hierarchical
6. You can map a custom lead field to only one of the following objects at a single instance
Case queue
50000
Account - Contacts - Opportunities
previously approved process
7. Determines how leads are automatically routed to user or queue - Contains rule entries - pre-defined business rules - that determine lead routing.
build a custom forecast for the same
links two objects together
cause data loss
lead assignment rule
8. What is true about look up relationship?
lead conversion
folder access level
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
Value is always required
9. We cannot create sharing rules on...
objects in a managed package
Custom summary and matrix reports
one language at a time
Rules and the use of Email Templates
10. You can customize Profile to restrict users' ability to...
log in to SFDC Profile
250
Sales Cloud
own a record and not see it
11. _____________can import a maximum of 500 account records in a session.
Standard users
Page layouts
Opportunity campaign related list - Contact campaign related list
1 day
12. These can ___________ when an existing custom field is changed: Changing to or from type Date or Date/Time - Changing to number from any other type
A tab that combines a list view and related records into one screen with different frames.
same access to the document
cause data loss
calculations on summary fields
13. A sales user wants to have edit access to opportunity but should not be able to import leads and should also be...
Opportunity campaign related list - Contact campaign related list
able to delete accounts
Ideas
Standard Field
14. You can set up SFDC to automatically send email alerts - assign tasks - or update field values based on...
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15. As an admin - you can schedule regular data imports...
using the data loader
log in to SFDC Profile
3 or more hours per day
Master-detail - many-to-many - lookup - hierarchical
16. Conditional formatting is available for...
in activity history
Fiscal year - Licenses - Language - locale - time zones
Sales Cloud
Summary and table
17. Suggested solutions are accessed from within a case via the View Selected Solutions button. These are solutions that are likely to resolve a case - and are found automatically listed by the system.
Rules and the use of Email Templates
The user loses all unsaved data after terminating the session
a campaign member
Automated rules
18. A lead has been converted. Where can we find the campaigns associated with it?
Opportunity campaign related list - Contact campaign related list
Value is always required
Forecasts
used on an oppy
19. 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
1 day
Case Auto-Response Rule
5 MB
20. Recycle bin houses deleted data for...
Metric and gauge
Any user can view all records that the running user role can view
30 days
Gets assigned to lead owner's territory
21. Which graphs rely on grand total for dashboards?
One solution field
number from percentage
be shared
Metric and gauge
22. If your Marketing team needed to add 10 -000 existing leads to a campaign at one time - what would be the best way to do this?
Basically - the Gmail model - all you data is stored on servers
Summary and table
Create a report
references another summary formula
23. Frames - list view - detail view - mini view - sidebar - related objects - mini page layouts - console layout
Rules and the use of Email Templates
Gets assigned to lead owner's territory
conditional highlighting
Components of the Console Tab
24. Users with which permission can install or uninstall AppExchange packages from the APpExchange?
IP address is unknown
different types of sharing rules
one language at a time
Download AppExchange Packages
25. Which of these are inherited from objects on homepage in a console layout?
Custom objects - Field level security
Export to excel
references another summary formula
Force.com
26. If George is promoted from sales assoc to senior level exec - and the new sales assoc is appointed to take George's responsibilities. What are the appropriate steps to transfer Phil's account to the new assoc?
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27. A set of functionality that allows administrators to more efficiently standardize around internal procedures and automate elements of business processes.
Add trusted IP ranges for your entire org - Add trusted IP ranges on a PRofile by Profile basis
View all data
Salesforce CRM workflow
the record is saved/updated
28. ______________ will not give access to opportunity records that was previously a restricted account.
summary and matrix
1 day
Adding a user to the sales team group
They are upgradeable
29. You need which permission to specify a running user other than yourself?
Elements within a Page Layout
Solutions - Accounts - Opportunities
View all data
the recycle bin
30. What data can you request for in the weekly data export?
Read-Only
The Marketing User check box on the user profile page
250
All organization data
31. Your recycle bin record limit is _____times the MBs in your general storage
Ideas
250
Edit and Read opportunity
Basically - the Gmail model - all you data is stored on servers
32. 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?
build a custom forecast for the same
Show details and add events
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
Workflow rules
33. Picklist dependency rules are __________ during import.
based on their profile
not enforced
folder access level
multiple record types
34. ____________ is not available for printable lists
Hire Date
Export to excel
same access to the document
Standard users
35. List the functions of the Data Loader
anyone in the team
Insert - update - upsert - delete
tasks scheduled calendar events
Case Auto-Response Rule
36. Calendar and Task Activities are both...
As short as a day and as long as a forever
before it is saved in Salesforce
tasks scheduled calendar events
Salesforce ID
37. Marketing Users must also have the Marketing User profile (or the Import Leads permission in Enterprise Edition organizations).
To use the campaign import wizards
4k
Export to excel
Objects on managed packages
38. A record of contact with customer support. A customer is reporting a problem or asking a question.
Case
folder access level
previously approved process
except Campaign
39. Custom summary formulas are...
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
many to many
delete the field
calculations on summary fields
40. The documents tab does not contain...
Set thresholds for report analysis
version control capabilities
5
dashboard components
41. Available out of box - cannot be deleted (You can change the label name).
Manage Letterheads - Manage Public Templates - Edit HTML Templates
Standard Field
the record is saved/updated
Salesforce ID
42. Name the standard applications in the list.
Marketing -Call Center
5
Ideas
log in to SFDC Profile
43. Rule to assign and route Cases Determine how cases are assigned to users or put into queues as they are created manually - using Web-to-Case - Email-to-Case - On-Demand Email-to-Case - the Self-Service portal - the Customer Portal - Outlook - or Lot
folder access level
extend sharing for those records
Call Support - Call Sales - Log a case online - Email Support
To use a Case Assignment
44. What is the role of Primary Object when creating custom report types?
The Marketing User check box on the user profile page
4k
To let the user select values in the view picklist
Call Support - Call Sales - Log a case online - Email Support
45. According to Salesforce - console is not for occasional users of Salesforce. The console is best set up for users who view Salesforce for...
make a field required
log in to SFDC Profile
500
3 or more hours per day
46. A workflow alert cannot be tracked...
Export to excel
summary and matrix reports
in activity history
To use the campaign import wizards
47. You can map a custom lead field...
Gets assigned to lead owner's territory
anyone in the team
to a case
Accounts - Contacts - Leads - Solutions - and Custom objects
48. Used to provide automatic email responses to individuals filing cases manually - by email - or by web-to-case. These rules determine which cases should receive an automatic response - and to choose which email template should be
number from percentage
based on their profile
Case Auto-Response Rule
Set thresholds for report analysis
49. Can only view records
Fiscal year - Licenses - Language - locale - time zones
Read-Only
own a record and not see it
one language at a time
50. Dated exchange rates can be set in the time range of...
Page layouts
Case Escalation Rule
denied
As short as a day and as long as a forever