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. A lookup field relationship...
links two objects together
3 or more hours per day
Case Escalation Rule
make a field required

2. Users with access to opportunities as sales team members cannot...
dashboard components
Lead - Contact - Solution
extend sharing for those records
reportable

3. When is it appropriate to use the Import Wizard vs. the Data Loader?
Role settings
Components of the Console Tab
None of the users
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)

4. Which information not captured on user record in Salesforce?
The email address of the user whose identify is being confirmed.
using the custom summary field
Account - Contacts - Opportunities
Hire Date

5. What is the number of values allowed in dependent pick list?
Insert - update - upsert - delete
parent.child relationships
300
your organization's workflow

6. List the type of case queues commonly used by call centers.
objects in a managed package
Accounts - Contacts - Leads - Solutions - and Custom objects
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
Skill requirements - Product categories - Customer types - Service levels

7. A company that uses custom fiscal year: A standard forecast option is unavailable. Administrator will have to...
The running user does not have access to the dashboard folder
build a custom forecast for the same
Import new leads and add it to campaign - Associate up to 50000 existing leads to the campaign
Add trusted IP ranges for your entire org - Add trusted IP ranges on a PRofile by Profile basis

8. 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...
Salesforce CRM workflow
using the custom summary field
30 days
folder access level

9. 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?

10. You can map a custom lead field to only one of the following objects at a single instance
Skill requirements - Product categories - Customer types - Service levels
Account - Contacts - Opportunities
Case Auto-Response Rule
Components of the Console Tab

11. Name the standard applications in the list.
csv files
List view
Marketing -Call Center
To use a Case Assignment

12. Why do you create a web tab?
The running user does not have access to the dashboard folder
the new label value
Opportunity campaign related list - Contact campaign related list
To display extended web content on SF window

13. Changing the data type of an existing custom field can cause data loss while changing to...
30 days
Lead - Contact - Solution
Manage Letterheads - Manage Public Templates - Edit HTML Templates
number from percentage

14. What is true about managed packages?
The Marketing User check box on the user profile page
They are upgradeable
40
used on an oppy

15. According to Salesforce - console is not for occasional users of Salesforce. The console is best set up for users who view Salesforce for...
3 or more hours per day
anyone in the team
Use cases for Case Hierarchies
Gets assigned to lead owner's territory

16. You can use conditional highlighting for which types of reports?
Custom Field
summary and matrix reports
Standard Field
Field level security

17. The maximum number of values allowed in a controlling field.
Configure the settings and rules for Case processing - including Business Hours - and Escalation
40
Manage Letterheads - Manage Public Templates - Edit HTML Templates
300

18. 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...
multiple fields in SFDC
Case queue
API
own a record and not see it

19. Salesforce for Microsoft Outlook is which type of client?
API
make a field required
other formula fields
Sales Cloud

20. 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
Edit on solution
Salesforce ID
Google
User can log out all unsaved data is lost

21. Types of relationships that can exist between objects
Master-detail - many-to-many - lookup - hierarchical
components of a profile
Custom Field
To use a Case Assignment

22. Reports that must be used to create dashboard components.
Custom summary and matrix reports
Basically - the Gmail model - all you data is stored on servers
Profile
Summary or matrix (with at least one level of grouping)

23. 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
300
previously approved process
Insert - update - upsert - delete

24. It indicates whether or not a user has the right to create and manage campaigns including: Create/Edit/Delete campaigns - Delete an existing campaign - Update campaign statistics - Import leads into a campaign - Mass update the status for members of
Role settings
Permissions
Standard users
The Marketing User check box on the user profile page

25. If the lead has a record type - the default record type of the new owner is assigned to records created during...
Google adwords
lead conversion
lead assignment rule
extend sharing for those records

26. Users can _____________ from the sidebar and advanced search
Workflow rules
Manage public documents
search for public tags
delete the field

27. A custom multi-select pick list cannot be a...
controlling field for a dependent field
Force.com
before it is saved in Salesforce
Case Escalation Rule

28. Sharing rule: ________ that grant access to groups of users.
parent.child relationships
Adding a user to the sales team group
Automated rules
Solutions - Accounts - Opportunities

29. 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
many to much
version control capabilities
YEAR(date_c) =YEAR(today())

30. You can import only ___________ per CSV file.
Gets assigned to lead owner's territory
one language at a time
Edit on solution
User can log out all unsaved data is lost

31. How many records of a custom object can a system admin import using the Salesforce Import Wizard?
Read-Only
Google adwords
Import new leads and add it to campaign - Associate up to 50000 existing leads to the campaign
50000

32. What is Salesforce?
Use cases for Web-to-Case
Rules and the use of Email Templates
Salesforce and Marketing Automation - Customer Support Management
Business Hours

33. You can then associate each business process with one or more record types and make it available to users...
before it is saved in Salesforce
based on their profile
Read-Only
5 MB

34. Partner Portal: Users login to the web portal rather than through the...
salesforce.com portal
Object in look up relationship can link to self - The child object in lookup is a related list for the parent
links two objects together
Give a list of campaigns that influenced the user

35. It is only necessary for Identity Confirmation if ____________ and browser cookie does not exist.
Forecasts
1 day
300
IP address is unknown

36. You must create the business process before creating record types for each of these objects...
All users of SFDC who have access to campaigns objects
Field level security
except Campaign
The user loses all unsaved data after terminating the session

37. To edit opportunity permission - where would you make the change?
Rules and the use of Email Templates
Profile
Show details and add events
a campaign member

38. Custom summary formula on report...
Sales Cloud
references another summary formula
Field level security
API

39. The owner has given you a manual sharing read - write rights on an opportunity. What all can you do with this right?
1
List view
Edit and Read opportunity
Configure the settings and rules for Case processing - including Business Hours - and Escalation

40. These reports are simple lists of records - and do not allow you to group results; they therefore cannot be used in dashboards.
Tabular reports
log in to SFDC Profile
a campaign member
Adding a user to the sales team group

41. Rule to assign and route Cases Determine how cases are assigned to users or put into queues as they are created manually - using Web-to-Case - Email-to-Case - On-Demand Email-to-Case - the Self-Service portal - the Customer Portal - Outlook - or Lot
forecast role hierarchy
To use a Case Assignment
the Professional Edition
Configure the settings and rules for Case processing - including Business Hours - and Escalation

42. Super User - Can customize and administer the application
System Administrator
The Marketing User profile
Objects on managed packages
summary and matrix

43. Which report formats must be used to create dashboard components?
system administrator
Summary or matrix (with at least one level of grouping)
Components of the Console Tab
links two objects together

44. Who can import data for all users?
To use Case Queues to manage Cases
4000
rollup summary field
System Administrator profile and Marketing User Profile (import Leads)

45. Standard objects examples
Solutions - Accounts - Opportunities
Fiscal year - Licenses - Language - locale - time zones
A running user
The Marketing User check box on the user profile page

46. List the functions of the Data Loader
Give a list of campaigns that influenced the user
To use a Case Assignment
forecast role hierarchy
Insert - update - upsert - delete

47. Which one of these may be a controlling field and a dependent field?
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
Custom picklist
other formula fields
lead conversion

48. A _____________ cannot be the controlling field for a dependent field.
number from percentage
To let the user select values in the view picklist
40
custom multi select picklist

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

50. An account team can be added by all except...
Workflow rules
As short as a day and as long as a forever
many to many
anyone in the team