Test your basic knowledge |

Salesforce Certification

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. Custom summary formulas are...






2. 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?






3. A custom summary formula cannot reference ____________ in an object.






4. When is it appropriate to use the Import Wizard vs. the Data Loader?






5. What is the role of Primary Object when creating custom report types?






6. 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






7. Use email to case to allow your customers to create support cases using only email - or if your organization has existing support aliases.






8. The create new folder link will only be visible to users with which permission?






9. 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






10. Users with access to opportunities as sales team members cannot...






11. A person account is different from a business account because...






12. According to Salesforce - console is not for occasional users of Salesforce. The console is best set up for users who view Salesforce for...






13. The org. wants to create a follow up task based on a field change. Which is the best way to do it?






14. Frames - list view - detail view - mini view - sidebar - related objects - mini page layouts - console layout






15. Permission to add a category to a solution require which permission






16. If the lead has a record type - the default record type of the new owner is assigned to records created during...






17. 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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18. The account owner - opportunit owners - and case owners...






19. A lead has been converted. Where can we find the campaigns associated with it?






20. While scheduling an email reports user specifies all except...






21. Deleting a lead from a campaign does not delete the lead itself - but it is no longer...






22. Solutions are answers to customer problems or issues. They are used to resolve cases by associating them via related lists. From a case - search for a case or find a suggested solution - then select it to associate with a case.






23. What is the number of values allowed in dependent pick list?






24. When you configure search settings for your organization - the new value...






25. The ____________ is a custom field that aggregates child record information in to the parent record.






26. What is Salesforce?






27. A custom lead field can be mapped to...






28. Standard objects examples






29. Managed package is always...






30. How does the Import Wizard perform matching when updating records?






31. Can view - edit and delete their own records






32. The size limit for documents uploaded is...






33. 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?






34. Users can be restricted to view a particular field in views - searches - and reports by hiding the field at...






35. You can use conditional highlighting for which types of reports?






36. A record of contact with customer support. A customer is reporting a problem or asking a question.






37. List the type of case queues commonly used by call centers.






38. You can delete the _____________ that is on an oppy.






39. Custom summary formula on report...






40. Name the standard applications in the list.






41. How many roles can you create for your org?






42. Custom fiscal year works on a define once and...






43. Newsletter Settings: To which email address does Salesforce CRM send an activation message?






44. Field level security cannot be used to...






45. What does a company profile contain?






46. Name three sources from which cases can be created.






47. Determines the level of access to the dashboard data






48. Business process is available in following objects: _______________






49. How do you specify the following in a formula field: the year of the custom date field(date_c) should be the current year?






50. Standard User Permissions + can manage published solutions + can manage solution categories