Test your basic knowledge |

Salesforce Certification

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. During a lead import - you can choose to enable ___________ as part of the import.
active assignment rules
Export to excel
Rules and the use of Email Templates
Create a report

2. The company wants all opportunities associated with an account to be added in and displayed on the account record detail page. It is possible by...
using the custom summary field
Standard users
used on an oppy
Role settings

3. Salesforce data validation gives administrators an easy way to ensure the integrity of data...
before it is saved in Salesforce
number from percentage
Custom picklist
Standard Field

4. Allows you to define different sets of picklist values for both standard and custom picklist.
Contacts
Rcord type
Use cases for Case Hierarchies
summary and matrix reports

5. Sharing rule: ________ that grant access to groups of users.
Automated rules
As short as a day and as long as a forever
objects in a managed package
4k

6. Custom fiscal year works on a define once and...
use everywhere rule
salesforce.com portal
System Administrator profile and Marketing User Profile (import Leads)
Sales Team Role

7. You must create the business process before creating record types for each of these objects...
Standard users
multiple record types
To use a Case Assignment
except Campaign

8. When is it appropriate to use the Import Wizard vs. the Data Loader?
Rcord type
View all data
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
Line

9. A company that uses custom fiscal year: A standard forecast option is unavailable. Administrator will have to...
Basically - the Gmail model - all you data is stored on servers
Queue
build a custom forecast for the same
Summary or matrix (with at least one level of grouping)

10. Field level security cannot be used to...
API
make a field required
a campaign member
One solution field

11. It is only necessary for Identity Confirmation if ____________ and browser cookie does not exist.
IP address is unknown
Import new leads and add it to campaign - Associate up to 50000 existing leads to the campaign
not dependent fields
multiple record types

12. What is true about managed packages?
250
They are upgradeable
Profile
links two objects together

13. A set of functionality that allows administrators to more efficiently standardize around internal procedures and automate elements of business processes.
Salesforce CRM workflow
previously approved process
summary and matrix
automatically maps

14. Deleting a lead from a campaign does not delete the lead itself - but it is no longer...
a campaign member
Salesforce and Marketing Automation - Customer Support Management
Workflow rules
reportable

15. Custom summary formula on report...
references another summary formula
Case
250
Sales Team Role

16. You can map a custom lead field to only one of the following objects at a single instance
web-to-lead
Accounts to Opportunities - or Contacts to Cases
Account - Contacts - Opportunities
search for public tags

17. Name the standard applications in the list.
the level of visibility
Default Locale - Default Language - Default Time Zone
Marketing -Call Center
many to much

18. The org. wants to create a follow up task based on a field change. Which is the best way to do it?
Workflows
To use Case Queues to manage Cases
Company Profile - User record (Personal Setup) - Opportunity (Record) - Forecasts
Solution Manager

19. A user in SFDC has multiple currencies as activated What is the maximum granularity available for tracking changes in currency rates?
Edit on solution
5 MB
1 day
When a Lead is converted

20. You can use conditional highlighting for which types of reports?
The Marketing User profile
summary and matrix reports
Workflows
Automated rules

21. We cannot create sharing rules on...
to a case
objects in a managed package
own a record and not see it
system administrator

22. 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
Objects on managed packages
Forecasts
Custom forecasting

23. Personal tags cannot...
Import new leads and add it to campaign - Associate up to 50000 existing leads to the campaign
be shared
based on their profile
dashboard components

24. Which graphs rely on grand total for dashboards?
Any user can view all records that the running user role can view
API
delete the field
Metric and gauge

25. Use Web-to-Case to allow your customers to file cases directly from your corporate website.
System Administrator
50000
Page layouts
Use cases for Web-to-Case

26. List the places where Currency is specified
Show details and add events
Company Profile - User record (Personal Setup) - Opportunity (Record) - Forecasts - Any object which has a currency field on it.
The Marketing User profile
Set thresholds for report analysis

27. It is possible for a user to...
Master-detail - many-to-many - lookup - hierarchical
own a record and not see it
Page layouts
3

28. Records in _____________ do not count against your organization's storage limits.
in activity history
All users
the recycle bin
Role settings

29. ____________ is available for custom fiscal years.
Custom objects - Field level security
Custom forecasting
controlling field for a dependent field
calculations on summary fields

30. _____________can import a maximum of 500 account records in a session.
Multi-tenant - Pay-as-you-go - Elastic - No Capital Expense - Modest Operating Expense - Scales With Your Business.
Lead - Contact - Solution
to a case
Standard users

31. Software-as-a-service (SaaS) model
Use cases for Case Hierarchies
Basically - the Gmail model - all you data is stored on servers
Opportunity campaign related list - Contact campaign related list
be shared

32. You cannot delete a product that is...
used on an oppy
250
Difference between workflow rule and workflow approval process
Profile

33. Who can view campaigns?
All users
to a case
multiple fields in SFDC
references another summary formula

34. Users with access to opportunities as sales team members cannot...
API
Elements within a Page Layout
Objects on managed packages
extend sharing for those records

35. Lead becomes an Account - Contact - and optionally an Opportunity. With Territory Management enabled - Account (Territory) Assignment Rules will fire - which may assign the new Account to a Territory (or possibly multiple Territories).
When a Lead is converted
calculations on summary fields
one language at a time
Custom summary and matrix reports

36. With the Manage Campaign button on campaign selected - what all can you do with the integrated campaign builder?
Show details and add events
Custom forecasting
Import new leads and add it to campaign - Associate up to 50000 existing leads to the campaign
Case Auto-Response Rule

37. What is the limit on the compiled size of the formula field?
Configure the settings and rules for Case processing - including Business Hours - and Escalation
None of the users
Accounts - Contacts - Leads - Solutions - and Custom objects
4k

38. Marketing Users must also have the Marketing User profile (or the Import Leads permission in Enterprise Edition organizations).
Create a report
csv files
To use the campaign import wizards
Page layouts

39. If the lead has a record type - the default record type of the new owner is assigned to records created during...
be shared
Custom forecasting
Contacts
lead conversion

40. Regarding a custom field formula: ______ character is the limit on the compiled size of the formula.
4000
1
Hire Date
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

41. Where would you make changes in order to make default tabs visible?
A running user
User setting
multiple fields in SFDC
Sales Cloud

42. Standard User Permissions + can import leads for the organization
Case Escalation Rule
Custom forecasting
Marketing User
Case Auto-Response Rule

43. 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 designated weblead owner gets an email
log in to SFDC Profile
Rcord type

44. Types of relationships that can exist between objects
Permissions
Master-detail - many-to-many - lookup - hierarchical
Standard users
Queue

45. ____________ is not available for printable lists
Fiscal year - Licenses - Language - locale - time zones
Read-Only
Manage Letterheads - Manage Public Templates - Edit HTML Templates
Export to excel

46. Which information not captured on user record in Salesforce?
the recycle bin
conditional highlighting
Hire Date
Objects on managed packages

47. Changing the data type of an existing custom field can cause data loss while changing to...
objects in a managed package
50000
number from percentage
Salesforce CRM workflow

48. Opportunities and quotes are a part of which cloud?
View all data
Sales Cloud
your organization's workflow
anyone in the team

49. 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?
Multi-tenant - Pay-as-you-go - Elastic - No Capital Expense - Modest Operating Expense - Scales With Your Business.
Create a report
Force.com
Value is always required

50. Use email to case to allow your customers to create support cases using only email - or if your organization has existing support aliases.
Use cases for Email-to-Case
Line
To let the user select values in the view picklist
Hire Date