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. How would an administrator modify lookup records in a console layout?
Call Support - Call Sales - Log a case online - Email Support
Read-Only
Mini Page Layout
Page layouts

2. As a ________________ you can create page layout in the console and assign it to profiles.
5 MB
system administrator
tasks scheduled calendar events
number from percentage

3. A record of contact with customer support. A customer is reporting a problem or asking a question.
All users of SFDC who have access to campaigns objects
Case
the record is saved/updated
Case tasks

4. Determines how leads are automatically routed to user or queue - Contains rule entries - pre-defined business rules - that determine lead routing.
Elements within a Page Layout
lead assignment rule
There is only one record type in person account - There is no contact related list in person account
rollup summary field

5. Salesforce for Microsoft Outlook is which type of client?
Value is always required
API
Manage public documents
40

6. If the lead has a record type - the default record type of the new owner is assigned to records created during...
4k
lead conversion
different types of sharing rules
When a Lead is converted

7. Salesforce data validation gives administrators an easy way to ensure the integrity of data...
All organization data
Page layouts
before it is saved in Salesforce
Solutions - Accounts - Opportunities

8. Name three sources from which cases can be created.
Use cases for Case Hierarchies
many to many
The running user does not have access to the dashboard folder
Call Support - Call Sales - Log a case online - Email Support

9. Software-as-a-service (SaaS) model
Salesforce CRM workflow
many to much
The Marketing User check box on the user profile page
Basically - the Gmail model - all you data is stored on servers

10. Which information not captured on user record in Salesforce?
Custom summary and matrix reports
Edit on solution
to a case
Hire Date

11. Field level security cannot be used to...
make a field required
Line
Edit on solution
Case Escalation Rule

12. Workflow field updates specify the field you want updated and the new value for it. Depending on the type of field - you can do the following except...
30 days
delete the field
All users
1

13. Where would you make changes in order to make default tabs visible?
no limits
tasks scheduled calendar events
one language at a time
User setting

14. Charts - Tables - Metrics - Gauge
Master-detail - many-to-many - lookup - hierarchical
Read-Only
300
dashboard components

15. The maximum number of values allowed in a controlling field.
Download AppExchange Packages
300
Edit on solution
5 MB

16. 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?
Marketing User
salesforce.com portal
Hire date
Create a report

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

18. ______________ will not give access to opportunity records that was previously a restricted account.
Summary or matrix (with at least one level of grouping)
Adding a user to the sales team group
the recycle bin
Marketing User

19. If a standard object is renamed - the reports are renamed based on...
the new label value
The user loses all unsaved data after terminating the session
Salesforce CRM workflow
None of the users

20. You can map a custom lead field...
number from percentage
to a case
Automated rules
Summary and table

21. The size limit for documents uploaded is...
5 MB
Salesforce ID
must be between 5 and 50
one language at a time

22. History tracking can be performed on the following standard objects except...
a campaign member
Create a report
Forecasts
system administrator

23. Campaigns and opportunities have a _____________ relationship.
Queue
an error report after the loading
many to much
Custom Field

24. The system ___________ std lead fields to standard account - contact - and oppy fields.
log in to SFDC Profile
automatically maps
Use cases for Email-to-Case
Opportunity campaign related list - Contact campaign related list

25. Personal tags cannot...
be shared
Queue
Custom forecasting
Case

26. Error on failed web to lead validation is...
link to report
API
Custom forecasting
routed to a default lead creator via email

27. An online form to capture lead information - Email template response content published on your web site.
std price book or a price book
one language at a time
web-to-lead
Contract Manager

28. Where do active currencies live?
5 MB
an error report after the loading
csv files
Company Profile - User record (Personal Setup) - Opportunity (Record) - Forecasts

29. When is it appropriate to use the Import Wizard vs. the Data Loader?
Object in look up relationship can link to self - The child object in lookup is a related list for the parent
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
To let the user select values in the view picklist
Sales Cloud

30. What is the role of Primary Object when creating custom report types?
Profile controls
Custom objects - Field level security
To let the user select values in the view picklist
Add trusted IP ranges for your entire org - Add trusted IP ranges on a PRofile by Profile basis

31. How many records of a custom object can a system admin import using the Salesforce Import Wizard?
50000
Permissions
Use cases for Email-to-Case
components of a profile

32. To edit opportunity permission - where would you make the change?
Master-detail - many-to-many - lookup - hierarchical
before it is saved in Salesforce
routed to a default lead creator via email
Profile

33. Which is not a standard business object?
Rules and the use of Email Templates
3
5 MB
Ideas

34. Available out of box - cannot be deleted (You can change the label name).
Master-detail - many-to-many - lookup - hierarchical
number from percentage
All users
Standard Field

35. A user in SFDC has multiple currencies as activated What is the maximum granularity available for tracking changes in currency rates?
using the custom summary field
Rcord type
Force.com
1 day

36. What is the use of campaign influence feature on oportunities?
salesforce.com portal
the Professional Edition
Give a list of campaigns that influenced the user
link to report

37. It is possible for a user to...
own a record and not see it
Difference between workflow rule and workflow approval process
Salesforce and Marketing Automation - Customer Support Management
None of the users

38. Marketing Users must also have the Marketing User profile (or the Import Leads permission in Enterprise Edition organizations).
the Professional Edition
To use the campaign import wizards
Sales Team Role
a campaign member

39. A custom lead field can be mapped to...
1 day
summary and matrix reports
One solution field
not dependent fields

40. Conditional formatting is available for...
Contract Manager
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
number from percentage
Summary and table

41. What objects may be imported or updated using the Import Wizard?
Accounts - Contacts - Leads - Solutions - and Custom objects
Value is always required
Master-detail - many-to-many - lookup - hierarchical
Configure the settings and rules for Case processing - including Business Hours - and Escalation

42. Who can view a campaign in SFDC?
Automated rules
make a field required
All users of SFDC who have access to campaigns objects
Custom picklist

43. The documents tab does not contain...
Use cases for Web-to-Case
upgrade a managed application
Custom forecasting
version control capabilities

44. It is possible for a user to...
own a record and not see it
The designated weblead owner gets an email
Object in look up relationship can link to self - The child object in lookup is a related list for the parent
controlling field for a dependent field

45. The org. wants to create a follow up task based on a field change. Which is the best way to do it?
40
A running user
Workflows
many to many

46. List the functions of the Data Loader
YEAR(date_c) =YEAR(today())
Insert - update - upsert - delete
Ideas
3 or more hours per day

47. A role has a ________ relationship with users.
Case Auto-Response Rule
your organization's workflow
many to many
Google

48. 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...
To display extended web content on SF window
Summary or matrix (with at least one level of grouping)
the new label value
using the custom summary field

49. Page layouts are assigned to users based on...
Sales Cloud
Salesforce CRM workflow
Lead - Contact - Solution
Role settings

50. What can a user do an account record that has been manually shard read/write with him/her?
View the account - Edit the account
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
The running user does not have access to the dashboard folder
Opportunity campaign related list - Contact campaign related list