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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. Available out of box - cannot be deleted (You can change the label name).
Standard Field
300
Fiscal year - Licenses - Language - locale - time zones
There is only one record type in person account - There is no contact related list in person account
2. Standard User Permissions + can import leads for the organization
own a record and not see it
able to delete accounts
custom multi select picklist
Marketing User
3. Who can import data for all users?
System Administrator profile and Marketing User Profile (import Leads)
The Marketing User profile
1
except Campaign
4. A role has a ________ relationship with users.
not enforced
many to many
based on their profile
Permissions
5. What is the use of campaign influence feature on oportunities?
Give a list of campaigns that influenced the user
Value is always required
Solution Manager
system administrator
6. Specifying a "running user" in dashboard means...
Any user can view all records that the running user role can view
many to much
custom multi select picklist
in activity history
7. 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).
the record is saved/updated
territory management
View the account - Edit the account
When a Lead is converted
8. It is possible for a user to...
conditional highlighting
IP address is unknown
own a record and not see it
parent.child relationships
9. How many roles can you create for your org?
500
Territory Management
Case queue
3 or more hours per day
10. With the Manage Campaign button on campaign selected - what all can you do with the integrated campaign builder?
Workflows
Import new leads and add it to campaign - Associate up to 50000 existing leads to the campaign
The designated weblead owner gets an email
territory management
11. Two options for restricting access via IP Ranges
40
Add trusted IP ranges for your entire org - Add trusted IP ranges on a PRofile by Profile basis
the recycle bin
Case queue
12. Which of these are inherited from objects on homepage in a console layout?
using the custom summary field
User can log out all unsaved data is lost
Insert - update - upsert - delete
Custom objects - Field level security
13. The org wants users to view the details of the calendar of the accounts and the ability to add events. What should be the OWD for it?
Create a report
Show details and add events
Edit and Read opportunity
Case Escalation Rule
14. Regarding a custom field formula: ______ character is the limit on the compiled size of the formula.
4000
40
Solutions - Accounts - Opportunities
Use cases for Web-to-Case
15. 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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16. Determines how leads are automatically routed to user or queue - Contains rule entries - pre-defined business rules - that determine lead routing.
lead assignment rule
250
Create a report
a campaign member
17. Suggested solutions are accessed from within a case via the View Selected Solutions button. These are solutions that are likely to resolve a case - and are found automatically listed by the system.
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
Rules and the use of Email Templates
Import new leads and add it to campaign - Associate up to 50000 existing leads to the campaign
Manage public documents
18. How does the Import Wizard perform matching when updating records?
None of the users
references another summary formula
based on their profile
Salesforce ID
19. Conditional formatting is available for...
Marketing User
Summary and table
Case Auto-Response Rule
denied
20. Can only view records
Rcord type
Import new leads and add it to campaign - Associate up to 50000 existing leads to the campaign
When a Lead is converted
Read-Only
21. What is conditional highlighting for reports?
Set thresholds for report analysis
Edit and Read opportunity
Add trusted IP ranges for your entire org - Add trusted IP ranges on a PRofile by Profile basis
Permissions
22. 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
std price book or a price book
Business Hours
A tab that combines a list view and related records into one screen with different frames.
The Marketing User profile
23. If the data validation at web to lead form fails - who will get the error report?
Workflows
summary and matrix
View all data
The designated weblead owner gets an email
24. Which graphs rely on grand total for dashboards?
Account - Contacts - Opportunities
routed to a default lead creator via email
upgrade a managed application
Metric and gauge
25. The ____________ is a custom field that aggregates child record information in to the parent record.
folder access level
rollup summary field
summary and matrix
1
26. Name the standard applications in the list.
Marketing -Call Center
Master-detail - many-to-many - lookup - hierarchical
Standard users
As short as a day and as long as a forever
27. Recycle bin houses deleted data for...
Configure the settings and rules for Case processing - including Business Hours - and Escalation
make a field required
Solution Manager
30 days
28. You can use _______________ for summary and matrix reporting only.
conditional highlighting
Export to excel
All users of SFDC who have access to campaigns objects
delete the field
29. 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
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
routed to a default lead creator via email
To use a Case Assignment
reportable
30. If your org uses _____________ - the new account is evaluated by account assignment rules and may be assigned to one or more territories.
Rules and the use of Email Templates
Any user can view all records that the running user role can view
territory management
summary and matrix reports
31. Opportunities and quotes are a part of which cloud?
Case
Sales Cloud
A running user
Case queue
32. Custom summary formulas are...
Profile
Territory Management
calculations on summary fields
summary and matrix reports
33. How do you specify the following in a formula field: the year of the custom date field(date_c) should be the current year?
forecast role hierarchy
Custom objects - Field level security
based on their profile
YEAR(date_c) =YEAR(today())
34. Use Web-to-Case to allow your customers to file cases directly from your corporate website.
summary and matrix
Account - Contacts - Opportunities
Use cases for Web-to-Case
Case
35. The system ___________ std lead fields to standard account - contact - and oppy fields.
automatically maps
Role settings
Custom summary and matrix reports
Ideas
36. 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...
build a custom forecast for the same
Case queue
Insert - update - upsert - delete
extend sharing for those records
37. The maximum number of values allowed in a controlling field.
300
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
500
Objects on managed packages
38. Who can view campaigns?
View all data
active assignment rules
rollup summary field
All users
39. Which one of these may be a controlling field and a dependent field?
Custom picklist
All organization data
previously approved process
must be between 5 and 50
40. List the places where Currency is specified
YEAR(date_c) =YEAR(today())
Sales Team Role
different types of sharing rules
Company Profile - User record (Personal Setup) - Opportunity (Record) - Forecasts - Any object which has a currency field on it.
41. A set of functionality that allows administrators to more efficiently standardize around internal procedures and automate elements of business processes.
Custom summary and matrix reports
All organization data
Salesforce CRM workflow
different types of sharing rules
42. Field level security cannot be used to...
Summary or matrix (with at least one level of grouping)
territory management
make a field required
link to report
43. A record of contact with customer support. A customer is reporting a problem or asking a question.
Workflow rules
3
Object in look up relationship can link to self - The child object in lookup is a related list for the parent
Case
44. The # of business hours that can be set for the organization to operate
Unlimited
None of the users
Rcord type
Contract Manager
45. Super User - Can customize and administer the application
the level of visibility
System Administrator profile and Marketing User Profile (import Leads)
System Administrator
summary and matrix
46. When is it appropriate to use the Import Wizard vs. the Data Loader?
Use cases for Case Hierarchies
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
multiple fields in SFDC
Standard users
47. 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
cause data loss
Create on solution
reportable
use everywhere rule
48. Salesforce data validation gives administrators an easy way to ensure the integrity of data...
before it is saved in Salesforce
an error report after the loading
300
Google
49. What is true about look up relationships?
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
Automated rules
Object in look up relationship can link to self - The child object in lookup is a related list for the parent
previously approved process
50. The maximum # of time trigger actions
Line
Force.com
delete the field
40
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