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. Inline editing updates the field when...
Components of the Console Tab
the record is saved/updated
use everywhere rule
Field level security

2. Used to escalate a case if it has not been resolved within a specified period of time.
Account - Contacts - Opportunities
Read-Only
Case Escalation Rule
routed to a default lead creator via email

3. Can only view records
web-to-lead
std price book or a price book
Marketing User
Read-Only

4. If a field on page layout is required and is read-only on FLS - what would the user experience on UI?
folder access level
The user is not able to edit it because it is read-only
Permissions
previously approved process

5. The user default login hours are 8-5. The user logs in at 4:30pm and logs out at 5:01pm. What happens?
The user loses all unsaved data after terminating the session
When a Lead is converted
Insert - update - upsert - delete
Gets assigned to lead owner's territory

6. ______________ will not give access to opportunity records that was previously a restricted account.
delete the field
Use cases for Web-to-Case
the record is saved/updated
Adding a user to the sales team group

7. List the type of case queues commonly used by call centers.
dashboard components
routed to a default lead creator via email
View the account - Edit the account
Skill requirements - Product categories - Customer types - Service levels

8. You can import only ___________ per CSV file.
parent.child relationships
Standard users
one language at a time
Export to excel

9. What data can you request for in the weekly data export?
anyone in the team
All organization data
50000
To capture unique data of the business

10. May be used to group related cases - or to split one case into many different parts.
Gets assigned to lead owner's territory
50000
Use cases for Case Hierarchies
denied

11. What is true about managed packages?
A running user
Summary or matrix (with at least one level of grouping)
They are upgradeable
500

12. Custom fiscal year works on a define once and...
extend sharing for those records
View the account - Edit the account
250
use everywhere rule

13. Which information not captured on user record in Salesforce?
Hire Date
Automated rules
dashboard components
Account - Contacts - Opportunities

14. What is the limit on the compiled size of the formula field?
4k
When a Lead is converted
Difference between workflow rule and workflow approval process
salesforce.com portal

15. The size limit for documents uploaded is...
5 MB
Insert - update - upsert - delete
Company Profile - User record (Personal Setup) - Opportunity (Record) - Forecasts
objects in a managed package

16. A set of functionality that allows administrators to more efficiently standardize around internal procedures and automate elements of business processes.
make a field required
to a case
Salesforce CRM workflow
1

17. Super User - Can customize and administer the application
using the custom summary field
System Administrator
anyone in the team
Line

18. Marketing Users must also have the Marketing User profile (or the Import Leads permission in Enterprise Edition organizations).
use everywhere rule
Case
To use the campaign import wizards
Insert - update - upsert - delete

19. 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
Case Auto-Response Rule
references another summary formula
Custom picklist
Profile

20. Sharing rule: ________ that grant access to groups of users.
Automated rules
reportable
forecast role hierarchy
Salesforce and Marketing Automation - Customer Support Management

21. What is the salesforce Console?
A tab that combines a list view and related records into one screen with different frames.
Read-Only
the record is saved/updated
denied

22. Which report formats must be used to create dashboard components?
be shared
4k
lead conversion
Summary or matrix (with at least one level of grouping)

23. The maximum number of values allowed in a controlling field.
List view
Use cases for Case Hierarchies
300
active assignment rules

24. Custom summary formula on report...
references another summary formula
System Administrator
There is only one record type in person account - There is no contact related list in person account
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)

25. Newsletter Settings: To which email address does Salesforce CRM send an activation message?
The email address of the user whose identify is being confirmed.
Adding a user to the sales team group
User setting
upgrade a managed application

26. You need which permission to specify a running user other than yourself?
View all data
Elements within a Page Layout
Gets assigned to lead owner's territory
folder access level

27. Records in _____________ do not count against your organization's storage limits.
used on an oppy
Marketing -Call Center
the recycle bin
lead conversion

28. Name three benefits of the cloud computing model.
Territory Management
Multi-tenant - Pay-as-you-go - Elastic - No Capital Expense - Modest Operating Expense - Scales With Your Business.
std price book or a price book
3

29. A sales user wants to have edit access to opportunity but should not be able to import leads and should also be...
5 MB
able to delete accounts
50000
cause data loss

30. It can manage campaigns - import leads - create letterheads - create HTML email templates - manage public documents - and update campaign history via the import wizards. Also has access to the same functionality as the Standard User.
The Marketing User profile
300
except Campaign
The user is not able to edit it because it is read-only

31. You can then associate each business process with one or more record types and make it available to users...
based on their profile
build a custom forecast for the same
3 or more hours per day
Salesforce ID

32. Name three sources from which cases can be created.
Contract Manager
Any user can view all records that the running user role can view
Manage public documents
Call Support - Call Sales - Log a case online - Email Support

33. Record types are used to implement custom business processes by associating them to specific
Page layouts
Salesforce CRM workflow
must be between 5 and 50
can be different users

34. Who can view a campaign in SFDC?
Components of the Console Tab
All users of SFDC who have access to campaigns objects
300
1 day

35. A custom lead field can be mapped to...
One solution field
extend sharing for those records
summary and matrix reports
Case

36. When is it appropriate to use the Import Wizard vs. the Data Loader?
Metric - table - gauge - chart - S-Control - VF page
Permissions
4000
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)

37. You can map a custom lead field to only one of the following objects at a single instance
Mini Page Layout
your organization's workflow
Account - Contacts - Opportunities
All organization data

38. A lead has been converted. Where can we find the campaigns associated with it?
Fiscal year - Licenses - Language - locale - time zones
Opportunity campaign related list - Contact campaign related list
To use the campaign import wizards
Components of the Console Tab

39. Can view - edit and delete their own records
Business Hours
Add trusted IP ranges for your entire org - Add trusted IP ranges on a PRofile by Profile basis
30 days
Standard User

40. How do you specify the following in a formula field: the year of the custom date field(date_c) should be the current year?
in activity history
There is only one record type in person account - There is no contact related list in person account
many to many
YEAR(date_c) =YEAR(today())

41. Why do you create a web tab?
All organization data
To display extended web content on SF window
the Professional Edition
delete the field

42. List the functions of the Data Loader
Object in look up relationship can link to self - The child object in lookup is a related list for the parent
Insert - update - upsert - delete
version control capabilities
Show details and add events

43. What does a company profile contain?
There is only one record type in person account - There is no contact related list in person account
Fiscal year - Licenses - Language - locale - time zones
can be different users
dashboard components

44. The administrator changes the organization time zone from Pacific Daylight to Central. __________ will be affected.
None of the users
Hire date
Use cases for Web-to-Case
Create on solution

45. Determines how leads are automatically routed to user or queue - Contains rule entries - pre-defined business rules - that determine lead routing.
Summary or matrix (with at least one level of grouping)
lead assignment rule
cause data loss
30 days

46. Business process is available in following objects: _______________
Custom picklist
Lead - Contact - Solution
Solution Manager
Accounts - Contacts - Leads - Solutions - and Custom objects

47. Give an example of a one-to many relationship between standard objects.
To let the user select values in the view picklist
Accounts to Opportunities - or Contacts to Cases
When a Lead is converted
Business Hours

48. Field level security cannot be used to...
make a field required
Contract Manager
To use the campaign import wizards
Field level security

49. Reports that must be used to create dashboard components.
Download AppExchange Packages
Forecasts
one language at a time
Custom summary and matrix reports

50. How does the Import Wizard perform matching when updating records?
All organization data
To capture unique data of the business
Salesforce ID
active assignment rules