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. Custom summary formulas are...
Opportunity campaign related list - Contact campaign related list
calculations on summary fields
number from percentage
search for public tags

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?
build a custom forecast for the same
Profile
Insert - update - upsert - delete
based on their profile

3. A custom summary formula cannot reference ____________ in an object.
use everywhere rule
Mini Page Layout
link to report
other formula fields

4. When is it appropriate to use the Import Wizard vs. the Data Loader?
Case Auto-Response Rule
Field level security
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
many to many

5. What is the role of Primary Object when creating custom report types?
used on an oppy
To let the user select values in the view picklist
web-to-lead
many to many

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
using the data loader
None of the users
Page layouts
Case Auto-Response Rule

7. Use email to case to allow your customers to create support cases using only email - or if your organization has existing support aliases.
no limits
Salesforce CRM workflow
Queue
Use cases for Email-to-Case

8. The create new folder link will only be visible to users with which permission?
to a case
Accounts - Contacts - Leads - Solutions - and Custom objects
Manage public documents
Use cases for Email-to-Case

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
same access to the document
lead conversion
cause data loss
Configure the settings and rules for Case processing - including Business Hours - and Escalation

10. Users with access to opportunities as sales team members cannot...
Accounts to Opportunities - or Contacts to Cases
Custom picklist
Account - Contacts - Opportunities
extend sharing for those records

11. A person account is different from a business account because...
Metric - table - gauge - chart - S-Control - VF page
There is only one record type in person account - There is no contact related list in person account
Marketing User
Force.com

12. According to Salesforce - console is not for occasional users of Salesforce. The console is best set up for users who view Salesforce for...
Use cases for Case Hierarchies
delete the field
Adding a user to the sales team group
3 or more hours per day

13. The org. wants to create a follow up task based on a field change. Which is the best way to do it?
Components of the Console Tab
Marketing User
Workflows
Give a list of campaigns that influenced the user

14. Frames - list view - detail view - mini view - sidebar - related objects - mini page layouts - console layout
User can log out all unsaved data is lost
Summary or matrix (with at least one level of grouping)
Case
Components of the Console Tab

15. Permission to add a category to a solution require which permission
must be between 5 and 50
Create on solution
Unlimited
40

16. If the lead has a record type - the default record type of the new owner is assigned to records created during...
Give a list of campaigns that influenced the user
not enforced
Hire Date
lead conversion

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...
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
can be different users
250
std price book or a price book

19. A lead has been converted. Where can we find the campaigns associated with it?
Summary and table
Opportunity campaign related list - Contact campaign related list
Standard Field
Permissions

20. While scheduling an email reports user specifies all except...
To use a Case Assignment
All users of SFDC who have access to campaigns objects
link to report
automatically maps

21. Deleting a lead from a campaign does not delete the lead itself - but it is no longer...
used on an oppy
a campaign member
Opportunity campaign related list - Contact campaign related list
View all data

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.
many to much
4k
Use cases for Web-to-Case
Configure the settings and rules for Case processing - including Business Hours - and Escalation

23. What is the number of values allowed in dependent pick list?
search for public tags
parent.child relationships
300
calculations on summary fields

24. When you configure search settings for your organization - the new value...
must be between 5 and 50
Custom summary and matrix reports
territory management
There is only one record type in person account - There is no contact related list in person account

25. The ____________ is a custom field that aggregates child record information in to the parent record.
rollup summary field
Page layouts
controlling field for a dependent field
A running user

26. What is Salesforce?
previously approved process
A tab that combines a list view and related records into one screen with different frames.
Salesforce and Marketing Automation - Customer Support Management
Company Profile - User record (Personal Setup) - Opportunity (Record) - Forecasts - Any object which has a currency field on it.

27. A custom lead field can be mapped to...
One solution field
references another summary formula
Solution Manager
the recycle bin

28. Standard objects examples
Marketing -Call Center
Solutions - Accounts - Opportunities
Mini Page Layout
300

29. Managed package is always...
One solution field
able to upgrade to other version
Line
denied

30. How does the Import Wizard perform matching when updating records?
Sales Team Role
500
Salesforce ID
salesforce.com portal

31. Can view - edit and delete their own records
Standard User
Marketing -Call Center
Insert - update - upsert - delete
Google

32. The size limit for documents uploaded is...
The running user does not have access to the dashboard folder
Skill requirements - Product categories - Customer types - Service levels
Custom summary and matrix reports
5 MB

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?
Create a report
To capture unique data of the business
many to many
Standard users

34. Users can be restricted to view a particular field in views - searches - and reports by hiding the field at...
Force.com
Field level security
Lead - Contact - Solution
Contacts

35. You can use conditional highlighting for which types of reports?
To use Case Queues to manage Cases
not dependent fields
3 or more hours per day
summary and matrix reports

36. A record of contact with customer support. A customer is reporting a problem or asking a question.
cause data loss
Case
own a record and not see it
the level of visibility

37. List the type of case queues commonly used by call centers.
Use cases for Email-to-Case
Skill requirements - Product categories - Customer types - Service levels
delete the field
Sales Cloud

38. You can delete the _____________ that is on an oppy.
before it is saved in Salesforce
std price book or a price book
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
Ideas

39. Custom summary formula on report...
delete the field
parent.child relationships
references another summary formula
Profile

40. Name the standard applications in the list.
Sales Team Role
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
before it is saved in Salesforce
Marketing -Call Center

41. How many roles can you create for your org?
To use the campaign import wizards
Manage Letterheads - Manage Public Templates - Edit HTML Templates
500
Ideas

42. Custom fiscal year works on a define once and...
Role settings
use everywhere rule
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
one language at a time

43. Newsletter Settings: To which email address does Salesforce CRM send an activation message?
IP address is unknown
std price book or a price book
The email address of the user whose identify is being confirmed.
All organization data

44. Field level security cannot be used to...
make a field required
using the data loader
Profile
Role settings

45. What does a company profile contain?
Fiscal year - Licenses - Language - locale - time zones
Hire date
many to much
Hire Date

46. Name three sources from which cases can be created.
Accounts - Contacts - Leads - Solutions - and Custom objects
Profile controls
a campaign member
Call Support - Call Sales - Log a case online - Email Support

47. Determines the level of access to the dashboard data
Ideas
log in to SFDC Profile
A running user
Force.com

48. Business process is available in following objects: _______________
Lead - Contact - Solution
1
an error report after the loading
Components of the Console Tab

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?
40
web-to-lead
YEAR(date_c) =YEAR(today())
reportable

50. Standard User Permissions + can manage published solutions + can manage solution categories
Case queue
salesforce.com portal
Solution Manager
std price book or a price book