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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. Custom summary formula on report...
own a record and not see it
references another summary formula
Accounts - Contacts - Leads - Solutions - and Custom objects
Custom picklist
2. Software-as-a-service (SaaS) model
std price book or a price book
Basically - the Gmail model - all you data is stored on servers
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
Skill requirements - Product categories - Customer types - Service levels
3. How many lead assignment rules can be active at one time?
1
Gets assigned to lead owner's territory
must be between 5 and 50
Summary and table
4. A custom summary formula cannot reference ____________ in an object.
Create on solution
other formula fields
a campaign member
All organization data
5. What information in the user record cannot be captured without a custom field?
be shared
Hire date
Google adwords
View the account - Edit the account
6. You must create the business process before creating record types for each of these objects...
Custom objects - Field level security
Manage Letterheads - Manage Public Templates - Edit HTML Templates
except Campaign
Difference between workflow rule and workflow approval process
7. A person account is different from a business account because...
Export to excel
There is only one record type in person account - There is no contact related list in person account
before it is saved in Salesforce
calculations on summary fields
8. A role controls __________ that users have to an organization's data.
250
build a custom forecast for the same
View all data
the level of visibility
9. Standard User Permissions + can import leads for the organization
Marketing User
Salesforce CRM workflow
Show details and add events
csv files
10. Which one of these may be a controlling field and a dependent field?
Custom picklist
Marketing -Call Center
Workflows
4000
11. 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
Adding a user to the sales team group
able to upgrade to other version
Summary and table
The Marketing User check box on the user profile page
12. Name three sources from which cases can be created.
Use cases for Web-to-Case
anyone in the team
Call Support - Call Sales - Log a case online - Email Support
Objects on managed packages
13. The documents tab does not contain...
Download AppExchange Packages
multiple record types
300
version control capabilities
14. You can map a custom lead field...
to a case
Custom summary and matrix reports
To use the campaign import wizards
Profile
15. Campaigns and opportunities have a _____________ relationship.
can be different users
500
many to much
Page layouts
16. There are _________ to new picklist or multi-select picklist values for any field during a single import
Create on solution
no limits
Elements within a Page Layout
lead assignment rule
17. All existing custom objects that were previously deployed will still be deployed when you....
upgrade a managed application
1
Permissions
There is only one record type in person account - There is no contact related list in person account
18. What can stop a scheduled report-dashboard run?
The email address of the user whose identify is being confirmed.
Custom summary and matrix reports
The running user does not have access to the dashboard folder
Solutions - Accounts - Opportunities
19. Who can view campaigns?
All users
Page layouts
active assignment rules
folder access level
20. 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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21. As a ________________ you can create page layout in the console and assign it to profiles.
not dependent fields
Custom forecasting
Role settings
system administrator
22. Charts - Tables - Metrics - Gauge
denied
The user loses all unsaved data after terminating the session
dashboard components
Basically - the Gmail model - all you data is stored on servers
23. Partner Portal: Users login to the web portal rather than through the...
Summary and table
salesforce.com portal
Rules and the use of Email Templates
Custom picklist
24. How would an administrator modify lookup records in a console layout?
Mini Page Layout
version control capabilities
automatically maps
active assignment rules
25. If using customizable forecasting - there is a seperate...
links two objects together
rollup summary field
Queue
forecast role hierarchy
26. You can map a custom lead field to only one of the following objects at a single instance
Lead - Contact - Solution
Sales Cloud
Account - Contacts - Opportunities
Profile controls
27. What is the use of campaign influence feature on oportunities?
Create a report
Contract Manager
Give a list of campaigns that influenced the user
based on their profile
28. When is it appropriate to use the Import Wizard vs. the Data Loader?
a campaign member
System Administrator profile and Marketing User Profile (import Leads)
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
Accounts to Opportunities - or Contacts to Cases
29. Types of relationships that can exist between objects
They are upgradeable
summary and matrix reports
Master-detail - many-to-many - lookup - hierarchical
To use Case Queues to manage Cases
30. Give an example of a one-to many relationship between standard objects.
Use cases for Email-to-Case
To use a Case Assignment
Accounts to Opportunities - or Contacts to Cases
Insert - update - upsert - delete
31. Which of these are inherited from objects on homepage in a console layout?
Object in look up relationship can link to self - The child object in lookup is a related list for the parent
Fiscal year - Licenses - Language - locale - time zones
Custom objects - Field level security
Custom forecasting
32. Changing the data type of an existing custom field can cause data loss while changing to...
Forecasts
40
web-to-lead
number from percentage
33. It is only necessary for Identity Confirmation if ____________ and browser cookie does not exist.
Basically - the Gmail model - all you data is stored on servers
Sales Team Role
anyone in the team
IP address is unknown
34. The administrator wants to track data over a period of time. Which graph would he use?
System Administrator
in activity history
Line
tasks scheduled calendar events
35. A set of functionality that allows administrators to more efficiently standardize around internal procedures and automate elements of business processes.
3
Salesforce CRM workflow
Business Hours
View the account - Edit the account
36. Specifying a "running user" in dashboard means...
cause data loss
dashboard components
All organization data
Any user can view all records that the running user role can view
37. Custom summary formulas are...
Profile controls
calculations on summary fields
Sales Team Role
lead assignment rule
38. Users with access to opportunities as sales team members cannot...
extend sharing for those records
Custom Field
make a field required
build a custom forecast for the same
39. What does a company profile contain?
Fiscal year - Licenses - Language - locale - time zones
To use Case Queues to manage Cases
conditional highlighting
Profile
40. If the lead has a record type - the default record type of the new owner is assigned to records created during...
lead conversion
Skill requirements - Product categories - Customer types - Service levels
Forecasts
System Administrator profile and Marketing User Profile (import Leads)
41. Calendar and Task Activities are both...
When a Lead is converted
tasks scheduled calendar events
One solution field
no limits
42. List the functions of the Data Loader
Insert - update - upsert - delete
Google adwords
Object in look up relationship can link to self - The child object in lookup is a related list for the parent
must be between 5 and 50
43. Custom objects are...
300
reportable
None of the users
using the data loader
44. The size limit for documents uploaded is...
5 MB
Create a report
Gets assigned to lead owner's territory
one language at a time
45. Error on failed web to lead validation is...
Account - Contacts - Opportunities
Workflows
routed to a default lead creator via email
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
46. The owner has given you a manual sharing read - write rights on an opportunity. What all can you do with this right?
Insert - update - upsert - delete
able to upgrade to other version
folder access level
Edit and Read opportunity
47. Picklist dependency rules are __________ during import.
not enforced
Summary or matrix (with at least one level of grouping)
use everywhere rule
500
48. A _____________ cannot be the controlling field for a dependent field.
custom multi select picklist
The Marketing User check box on the user profile page
Skill requirements - Product categories - Customer types - Service levels
300
49. How many Editions are there in SFDC?
custom multi select picklist
many to much
3
5
50. A workflow approval triggers on manual submission whereas a workflow rule triggers on saving a record.
Difference between workflow rule and workflow approval process
System Administrator profile and Marketing User Profile (import Leads)
components of a profile
Set thresholds for report analysis
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