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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. With the Manage Campaign button on campaign selected - what all can you do with the integrated campaign builder?
Import new leads and add it to campaign - Associate up to 50000 existing leads to the campaign
build a custom forecast for the same
Multi-tenant - Pay-as-you-go - Elastic - No Capital Expense - Modest Operating Expense - Scales With Your Business.
Mini Page Layout
2. A custom summary formula cannot reference ____________ in an object.
other formula fields
Field level security
None of the users
folder access level
3. How do you specify the following in a formula field: the year of the custom date field(date_c) should be the current year?
YEAR(date_c) =YEAR(today())
To capture unique data of the business
forecast role hierarchy
calculations on summary fields
4. Error on failed web to lead validation is...
routed to a default lead creator via email
Download AppExchange Packages
Case tasks
IP address is unknown
5. Use email to case to allow your customers to create support cases using only email - or if your organization has existing support aliases.
View the account - Edit the account
The email address of the user whose identify is being confirmed.
one language at a time
Use cases for Email-to-Case
6. A person account is different from a business account because...
There is only one record type in person account - There is no contact related list in person account
All users of SFDC who have access to campaigns objects
System Administrator
previously approved process
7. In order to implement more than one business process - ____________must also be implemented.
automatically maps
calculations on summary fields
multiple record types
List view
8. Page Layout - Field level security - Record Types
components of a profile
As short as a day and as long as a forever
Use cases for Email-to-Case
Force.com
9. What is true about managed packages?
Create on solution
They are upgradeable
Basically - the Gmail model - all you data is stored on servers
Google adwords
10. Salesforce for Microsoft Outlook is which type of client?
Solution Manager
extend sharing for those records
API
except Campaign
11. You can use conditional highlighting for which types of reports?
to a case
summary and matrix reports
can be different users
500
12. If territory management is enabled for your organization and a lead is converted - how does it get assigned?
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on line
183
13. Name three settings on the Company Information page that administrators can edit.
Default Locale - Default Language - Default Time Zone
custom multi select picklist
Salesforce CRM workflow
To use a Case Assignment
14. What can a user do an account record that has been manually shard read/write with him/her?
View the account - Edit the account
3
Standard Field
50000
15. There are _________ to new picklist or multi-select picklist values for any field during a single import
no limits
Salesforce and Marketing Automation - Customer Support Management
Profile
Custom Field
16. When is a custom object created?
previously approved process
Read-Only
Import new leads and add it to campaign - Associate up to 50000 existing leads to the campaign
To capture unique data of the business
17. Determines how leads are automatically routed to user or queue - Contains rule entries - pre-defined business rules - that determine lead routing.
Edit on solution
4k
multiple record types
lead assignment rule
18. Who can view a campaign in SFDC?
Rules and the use of Email Templates
Solution Manager
Solutions - Accounts - Opportunities
All users of SFDC who have access to campaigns objects
19. A role has a ________ relationship with users.
Default Locale - Default Language - Default Time Zone
used on an oppy
many to many
automatically maps
20. Records in _____________ do not count against your organization's storage limits.
The email address of the user whose identify is being confirmed.
web-to-lead
Set thresholds for report analysis
the recycle bin
21. Used to escalate a case if it has not been resolved within a specified period of time.
Give a list of campaigns that influenced the user
rollup summary field
Case Escalation Rule
salesforce.com portal
22. A custom multi-select pick list cannot be a...
controlling field for a dependent field
search for public tags
except Campaign
in activity history
23. How does the Import Wizard perform matching when updating records?
references another summary formula
Salesforce ID
Line
Territory Management
24. Two options for restricting access via IP Ranges
Add trusted IP ranges for your entire org - Add trusted IP ranges on a PRofile by Profile basis
IP address is unknown
to a case
active assignment rules
25. What information in the user record cannot be captured without a custom field?
Queue
Hire date
using the custom summary field
Adding a user to the sales team group
26. A record of contact with customer support. A customer is reporting a problem or asking a question.
Accounts to Opportunities - or Contacts to Cases
Show details and add events
Case
Hire Date
27. A lead has been converted. Where can we find the campaigns associated with it?
Opportunity campaign related list - Contact campaign related list
forecast role hierarchy
5
web-to-lead
28. What is true about look up relationship?
Queue
Edit and Read opportunity
3
Value is always required
29. Conditional formatting is available for...
User can log out all unsaved data is lost
csv files
Summary and table
There is only one record type in person account - There is no contact related list in person account
30. What is the number of values allowed in dependent pick list?
delete the field
Line
Default Locale - Default Language - Default Time Zone
300
31. You can use _______________ for summary and matrix reporting only.
Sales Team Role
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
make a field required
conditional highlighting
32. Specifying a "running user" in dashboard means...
based on their profile
one language at a time
1
Any user can view all records that the running user role can view
33. Set up for your organization to designate what times your customer support teams are available. They are used to associate cases with specific time zones and locations - and to escalate cases according to specific time zones and location
link to report
The email address of the user whose identify is being confirmed.
Add trusted IP ranges for your entire org - Add trusted IP ranges on a PRofile by Profile basis
Business Hours
34. To edit opportunity permission - where would you make the change?
Manage Letterheads - Manage Public Templates - Edit HTML Templates
Sales Cloud
Profile
Create a report
35. Custom fiscal year works on a define once and...
before it is saved in Salesforce
Salesforce ID
use everywhere rule
Show details and add events
36. The account owner - opportunit owners - and case owners...
Queue
can be different users
API
Lead - Contact - Solution
37. A user in SFDC has multiple currencies as activated What is the maximum granularity available for tracking changes in currency rates?
250
List view
1 day
in activity history
38. Workflow task - Workflow outbound message - Workflow Field Updates - Workflow email alerts
40
Metric - table - gauge - chart - S-Control - VF page
csv files
Workflow rules
39. A set of functionality that allows administrators to more efficiently standardize around internal procedures and automate elements of business processes.
Mini Page Layout
Salesforce CRM workflow
controlling field for a dependent field
Accounts - Contacts - Leads - Solutions - and Custom objects
40. Reports that must be used to create dashboard components.
active assignment rules
Contacts
Custom summary and matrix reports
There is only one record type in person account - There is no contact related list in person account
41. 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).
Tabular reports
User setting
When a Lead is converted
your organization's workflow
42. The administrator changes the organization time zone from Pacific Daylight to Central. __________ will be affected.
None of the users
make a field required
Contract Manager
Add trusted IP ranges for your entire org - Add trusted IP ranges on a PRofile by Profile basis
43. 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.
Skill requirements - Product categories - Customer types - Service levels
View the account - Edit the account
Configure the settings and rules for Case processing - including Business Hours - and Escalation
Marketing User
44. What is Salesforce?
Salesforce and Marketing Automation - Customer Support Management
All organization data
Basically - the Gmail model - all you data is stored on servers
to a case
45. Recycle bin houses deleted data for...
30 days
Role settings
Show details and add events
Case Auto-Response Rule
46. What does a company profile contain?
Fiscal year - Licenses - Language - locale - time zones
5 MB
User can log out all unsaved data is lost
Custom objects - Field level security
47. It is possible for a user to...
own a record and not see it
Master-detail - many-to-many - lookup - hierarchical
one language at a time
Import new leads and add it to campaign - Associate up to 50000 existing leads to the campaign
48. Case queues are buckets into which cases are placed - either manually or using routing rules. Individual users - users associated with a role - or with a public group can be assigned to handle cases placed in a queue. These users can work the case.
Case Escalation Rule
same access to the document
System Administrator
To use Case Queues to manage Cases
49. You can then associate each business process with one or more record types and make it available to users...
The user is not able to edit it because it is read-only
based on their profile
Case queue
Master-detail - many-to-many - lookup - hierarchical
50. The owner has given you a manual sharing read - write rights on an opportunity. What all can you do with this right?
Give a list of campaigns that influenced the user
Case tasks
Edit and Read opportunity
40