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. 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...
many to much
using the custom summary field
Automated rules
Summary and table

2. Salesforce for Microsoft Outlook is which type of client?
API
lead conversion
5
summary and matrix

3. 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
using the data loader
Marketing User
Line
The Marketing User check box on the user profile page

4. In conditional highlighting - how may maximum conditions are allowed per report?
Case
3
Standard User
To use the campaign import wizards

5. The maximum number of values allowed in a controlling field.
Contract Manager
Edit on solution
Tabular reports
300

6. You can map a single column from the csv file to...
multiple fields in SFDC
Create on solution
Accounts - Contacts - Leads - Solutions - and Custom objects
lead assignment rule

7. Calendar and Task Activities are both...
User setting
must be between 5 and 50
Standard users
tasks scheduled calendar events

8. The system ___________ std lead fields to standard account - contact - and oppy fields.
lead assignment rule
automatically maps
different types of sharing rules
Salesforce and Marketing Automation - Customer Support Management

9. Multiple approvers have received your request for approving a discount that was invoked by the approval process. Approver A rejects the request. Approver B accepts the request after Approver A rejects it. Your request will be...
denied
able to upgrade to other version
Salesforce CRM workflow
active assignment rules

10. A company that uses custom fiscal year: A standard forecast option is unavailable. Administrator will have to...
build a custom forecast for the same
can be different users
the record is saved/updated
Contract Manager

11. Reports that must be used to create dashboard components.
250
Contacts
Summary or matrix (with at least one level of grouping)
Custom summary and matrix reports

12. Custom summary formulas are...
Sales Cloud
Give a list of campaigns that influenced the user
calculations on summary fields
Tabular reports

13. Who can import data for all users?
Objects on managed packages
an error report after the loading
Metric - table - gauge - chart - S-Control - VF page
System Administrator profile and Marketing User Profile (import Leads)

14. If a standard object is renamed - the reports are renamed based on...
the new label value
User can log out all unsaved data is lost
Custom objects - Field level security
Permissions

15. What is the salesforce Console?
Summary and table
System Administrator profile and Marketing User Profile (import Leads)
A tab that combines a list view and related records into one screen with different frames.
IP address is unknown

16. Create and manage letterheads and email templates
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
Manage Letterheads - Manage Public Templates - Edit HTML Templates
custom multi select picklist
rollup summary field

17. 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
can be different users
able to upgrade to other version
cause data loss
Set thresholds for report analysis

18. A person account is different from a business account because...
To display extended web content on SF window
Custom objects - Field level security
Mini Page Layout
There is only one record type in person account - There is no contact related list in person account

19. When is it appropriate to use the Import Wizard vs. the Data Loader?
Profile
Adding a user to the sales team group
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
many to much

20. Which report formats must be used to create dashboard components?
Difference between workflow rule and workflow approval process
Summary or matrix (with at least one level of grouping)
Custom summary and matrix reports
anyone in the team

21. A workflow approval triggers on manual submission whereas a workflow rule triggers on saving a record.
Profile
Create a report
folder access level
Difference between workflow rule and workflow approval process

22. You must create the business process before creating record types for each of these objects...
Hire Date
other formula fields
Campaign Member or Contact Role
except Campaign

23. A _____________ cannot be the controlling field for a dependent field.
an error report after the loading
own a record and not see it
custom multi select picklist
1 day

24. A lead has been converted. Where can we find the campaigns associated with it?
The user is not able to edit it because it is read-only
to a case
custom multi select picklist
Opportunity campaign related list - Contact campaign related list

25. Campaigns and opportunities have a _____________ relationship.
Hire Date
build a custom forecast for the same
components of a profile
many to much

26. 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.
lead conversion
Show details and add events
The Marketing User profile
many to much

27. What is Salesforce?
Salesforce and Marketing Automation - Customer Support Management
User setting
links two objects together
Components of the Console Tab

28. There are _________ to new picklist or multi-select picklist values for any field during a single import
Sales Team Role
no limits
Manage Letterheads - Manage Public Templates - Edit HTML Templates
except Campaign

29. According to Salesforce - console is not for occasional users of Salesforce. The console is best set up for users who view Salesforce for...
your organization's workflow
The designated weblead owner gets an email
3 or more hours per day
Salesforce ID

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

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31. Standard User Permissions + can manage published solutions + can manage solution categories
Profile controls
Google
A tab that combines a list view and related records into one screen with different frames.
Solution Manager

32. Case queues are buckets into which cases are placed - either manually or using routing rules. Individual users - users associated with a role - or with a public group can be assigned to handle cases placed in a queue. These users can work the case.
To use Case Queues to manage Cases
Business Hours
Rules and the use of Email Templates
500

33. If using customizable forecasting - there is a seperate...
Campaign Member or Contact Role
Page layouts
forecast role hierarchy
multiple fields in SFDC

34. Can view - edit and delete their own records
Force.com
Standard User
Account - Contacts - Opportunities
delete the field

35. The ____________ is a custom field that aggregates child record information in to the parent record.
rollup summary field
Add trusted IP ranges for your entire org - Add trusted IP ranges on a PRofile by Profile basis
Profile controls
4k

36. You cannot delete a product that is...
Profile
used on an oppy
Accounts - Contacts - Leads - Solutions - and Custom objects
Queue

37. Changing the data type of an existing custom field can cause data loss while changing to...
number from percentage
version control capabilities
cause data loss
All organization data

38. As a ________________ you can create page layout in the console and assign it to profiles.
Opportunity campaign related list - Contact campaign related list
Case queue
system administrator
Contract Manager

39. Error on failed web to lead validation is...
routed to a default lead creator via email
search for public tags
the new label value
API

40. Applications are built on which platform?
Forecasts
multiple record types
Force.com
make a field required

41. An account sharing system that grants access to accounts based on the characteristics of the accounts. It enables your company to structure your Salesforce data and users the same way you structure your sales territories. Particularly if your organiz
The Marketing User profile
Territory Management
Use cases for Case Hierarchies
Case Escalation Rule

42. 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
Salesforce CRM workflow
System Administrator profile and Marketing User Profile (import Leads)
dashboard components

43. Users with access to opportunities as sales team members cannot...
3 or more hours per day
references another summary formula
Set thresholds for report analysis
extend sharing for those records

44. Frames - list view - detail view - mini view - sidebar - related objects - mini page layouts - console layout
Solutions - Accounts - Opportunities
Components of the Console Tab
components of a profile
Export to excel

45. 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.
Tabular reports
Rules and the use of Email Templates
parent.child relationships
They are upgradeable

46. Used to escalate a case if it has not been resolved within a specified period of time.
be shared
Case queue
Add trusted IP ranges for your entire org - Add trusted IP ranges on a PRofile by Profile basis
Case Escalation Rule

47. Field level security cannot be used to...
make a field required
search for public tags
Case Escalation Rule
be shared

48. What is true about managed packages?
They are upgradeable
Business Hours
Master-detail - many-to-many - lookup - hierarchical
your organization's workflow

49. If the data validation at web to lead form fails - who will get the error report?
Marketing -Call Center
Custom summary and matrix reports
Sales Cloud
The designated weblead owner gets an email

50. A custom lead field can be mapped to...
One solution field
Business Hours
Sales Cloud
4k