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. Workflow tasks may be assigned to a: User - Role - Record Owner - Record Creator - ________ - Account team
1
Sales Team Role
Case
cause data loss

2. Available out of box - cannot be deleted (You can change the label name).
System Administrator profile and Marketing User Profile (import Leads)
Accounts to Opportunities - or Contacts to Cases
Standard Field
Force.com

3. Which one of these may be a controlling field and a dependent field?
Fiscal year - Licenses - Language - locale - time zones
Custom picklist
Value is always required
able to delete accounts

4. Page layouts are assigned to users based on...
automatically maps
Role settings
Any user can view all records that the running user role can view
Case tasks

5. _____________can import a maximum of 500 account records in a session.
using the custom summary field
Standard users
Manage public documents
Export to excel

6. You can use conditional highlighting for which types of reports?
To use a Case Assignment
Unlimited
Adding a user to the sales team group
summary and matrix reports

7. 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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8. If your org uses _____________ - the new account is evaluated by account assignment rules and may be assigned to one or more territories.
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
300
500
territory management

9. In conditional highlighting - how may maximum conditions are allowed per report?
Tabular reports
500
3 or more hours per day
3

10. In order to implement more than one business process - ____________must also be implemented.
number from percentage
multiple record types
Custom objects - Field level security
User setting

11. A custom multi-select pick list cannot be a...
lead conversion
Custom picklist
System Administrator
controlling field for a dependent field

12. You cannot delete a product that is...
3
used on an oppy
the Professional Edition
Custom objects - Field level security

13. 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
Use cases for Case Hierarchies
All organization data
the level of visibility

14. The # of business hours that can be set for the organization to operate
lead conversion
Unlimited
Marketing -Call Center
Use cases for Email-to-Case

15. An account sharing system that grants access to accounts based on the characteristics of the accounts. It enables your company to structure your Salesforce data and users the same way you structure your sales territories. Particularly if your organiz
not enforced
Case Auto-Response Rule
300
Territory Management

16. 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...
When a Lead is converted
system administrator
using the custom summary field
except Campaign

17. You can map a custom lead field...
Salesforce ID
Solutions - Accounts - Opportunities
using the custom summary field
to a case

18. Deleting a lead from a campaign does not delete the lead itself - but it is no longer...
Standard users
other formula fields
a campaign member
anyone in the team

19. Which is not a standard business object?
3 or more hours per day
Ideas
All users
log in to SFDC Profile

20. These reports are simple lists of records - and do not allow you to group results; they therefore cannot be used in dashboards.
calculations on summary fields
Tabular reports
lead assignment rule
std price book or a price book

21. When is it appropriate to use the Import Wizard vs. the Data Loader?
csv files
Queue
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
To use a Case Assignment

22. 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).
5 MB
300
an error report after the loading
When a Lead is converted

23. Conditional formatting is available for...
Summary and table
multiple fields in SFDC
web-to-lead
calculations on summary fields

24. Newsletter Settings: To which email address does Salesforce CRM send an activation message?
Case Escalation Rule
Page layouts
The email address of the user whose identify is being confirmed.
Download AppExchange Packages

25. When is a custom object created?
To capture unique data of the business
Object in look up relationship can link to self - The child object in lookup is a related list for the parent
a campaign member
Company Profile - User record (Personal Setup) - Opportunity (Record) - Forecasts - Any object which has a currency field on it.

26. Custom summary formula on report...
Edit on solution
To use Case Queues to manage Cases
links two objects together
references another summary formula

27. While scheduling an email reports user specifies all except...
except Campaign
link to report
None of the users
A tab that combines a list view and related records into one screen with different frames.

28. Page Layout - Field level security - Record Types
components of a profile
Download AppExchange Packages
Salesforce CRM workflow
There is only one record type in person account - There is no contact related list in person account

29. Which graphs rely on grand total for dashboards?
salesforce.com portal
the recycle bin
Metric and gauge
User setting

30. Permission to add a category to a solution require which permission
Custom Field
All organization data
Create on solution
To display extended web content on SF window

31. What is true about managed packages?
They are upgradeable
Configure the settings and rules for Case processing - including Business Hours - and Escalation
not enforced
Sales Cloud

32. How do you specify the following in a formula field: the year of the custom date field(date_c) should be the current year?
Custom picklist
Line
YEAR(date_c) =YEAR(today())
able to upgrade to other version

33. As an admin - you can schedule regular data imports...
Accounts - Contacts - Leads - Solutions - and Custom objects
upgrade a managed application
Custom objects - Field level security
using the data loader

34. What is true about look up relationship?
Value is always required
based on their profile
500
Sales Team Role

35. Determines the level of access to the dashboard data
40
no limits
Case Auto-Response Rule
A running user

36. Salesforce data validation gives administrators an easy way to ensure the integrity of data...
Import new leads and add it to campaign - Associate up to 50000 existing leads to the campaign
Read-Only
before it is saved in Salesforce
many to many

37. A custom lead field can be mapped to...
Ideas
API
One solution field
Case Auto-Response Rule

38. Users can be restricted to view a particular field in views - searches - and reports by hiding the field at...
Call Support - Call Sales - Log a case online - Email Support
Gets assigned to lead owner's territory
To let the user select values in the view picklist
Field level security

39. Give an example of where a junction object is used between standard objects.
All organization data
Campaign Member or Contact Role
To use a Case Assignment
active assignment rules

40. The documents tab does not contain...
version control capabilities
Standard Field
Opportunity campaign related list - Contact campaign related list
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. Sharing rule: ________ that grant access to groups of users.
build a custom forecast for the same
Sales Team Role
Automated rules
active assignment rules

42. If the data validation at web to lead form fails - who will get the error report?
Read-Only
1
The designated weblead owner gets an email
rollup summary field

43. A _____________ cannot be the controlling field for a dependent field.
Salesforce CRM workflow
Configure the settings and rules for Case processing - including Business Hours - and Escalation
objects in a managed package
custom multi select picklist

44. What is Salesforce?
previously approved process
Gets assigned to lead owner's territory
Salesforce and Marketing Automation - Customer Support Management
lead conversion

45. Header - Button - Various Sections - Related Lists - System Info. Page layouts control the layout and organization of buttons - fields - s-controls - custom links - and related lists.
Elements within a Page Layout
rollup summary field
used on an oppy
in activity history

46. You can set up SFDC to automatically send email alerts - assign tasks - or update field values based on...

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47. If territory management is enabled for your organization and a lead is converted - how does it get assigned?

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48. How many lead assignment rules can be active at one time?
not enforced
1
many to much
Custom objects - Field level security

49. Where would you make changes in order to make default tabs visible?
The Marketing User check box on the user profile page
able to delete accounts
User setting
Metric - table - gauge - chart - S-Control - VF page

50. Managed package is always...
able to upgrade to other version
Fiscal year - Licenses - Language - locale - time zones
Profile
User setting