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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. While scheduling an email reports user specifies all except...
links two objects together
anyone in the team
Components of the Console Tab
link to report
2. Specifying a "running user" in dashboard means...
Solution Manager
They are upgradeable
search for public tags
Any user can view all records that the running user role can view
3. Why do you create a web tab?
able to delete accounts
To display extended web content on SF window
Lead - Contact - Solution
Create on solution
4. Allows you to define different sets of picklist values for both standard and custom picklist.
There is only one record type in person account - There is no contact related list in person account
Rcord type
make a field required
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
5. Conditional highlighting is used only in...
300
To capture unique data of the business
calculations on summary fields
summary and matrix
6. List the type of case queues commonly used by call centers.
When a Lead is converted
Gets assigned to lead owner's territory
Skill requirements - Product categories - Customer types - Service levels
std price book or a price book
7. If territory management is enabled for your organization and a lead is converted - how does it get assigned?
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8. Name three benefits of the cloud computing model.
Use cases for Web-to-Case
Multi-tenant - Pay-as-you-go - Elastic - No Capital Expense - Modest Operating Expense - Scales With Your Business.
Accounts to Opportunities - or Contacts to Cases
references another summary formula
9. ____________ is not available for printable lists
Import new leads and add it to campaign - Associate up to 50000 existing leads to the campaign
Custom forecasting
Export to excel
Edit and Read opportunity
10. Determines how leads are automatically routed to user or queue - Contains rule entries - pre-defined business rules - that determine lead routing.
To let the user select values in the view picklist
lead assignment rule
1
Workflows
11. Available out of box - cannot be deleted (You can change the label name).
Configure the settings and rules for Case processing - including Business Hours - and Escalation
500
Standard Field
Object in look up relationship can link to self - The child object in lookup is a related list for the parent
12. The administrator wants to track data over a period of time. Which graph would he use?
Line
To capture unique data of the business
Custom picklist
Case Auto-Response Rule
13. The create new folder link will only be visible to users with which permission?
Manage public documents
To use Case Queues to manage Cases
make a field required
A tab that combines a list view and related records into one screen with different frames.
14. 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...
tasks scheduled calendar events
Case queue
objects in a managed package
Campaign Member or Contact Role
15. What can stop a scheduled report-dashboard run?
Account - Contacts - Opportunities
Custom Field
The running user does not have access to the dashboard folder
Territory Management
16. A workflow approval triggers on manual submission whereas a workflow rule triggers on saving a record.
your organization's workflow
Add trusted IP ranges for your entire org - Add trusted IP ranges on a PRofile by Profile basis
Difference between workflow rule and workflow approval process
All organization data
17. In list view enhancements - users cannot export list results to...
csv files
One solution field
Import new leads and add it to campaign - Associate up to 50000 existing leads to the campaign
4000
18. Super User - Can customize and administer the application
1 day
Use cases for Email-to-Case
the Professional Edition
System Administrator
19. 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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20. Your recycle bin record limit is _____times the MBs in your general storage
They are upgradeable
the record is saved/updated
250
Role settings
21. A public group is a grouping of all except...
Queue
using the data loader
Line
Set thresholds for report analysis
22. Users with access to opportunities as sales team members cannot...
parent.child relationships
extend sharing for those records
Opportunity campaign related list - Contact campaign related list
As short as a day and as long as a forever
23. How does the Import Wizard perform matching when updating records?
Salesforce ID
lead conversion
Rules and the use of Email Templates
Profile
24. It is only necessary for Identity Confirmation if ____________ and browser cookie does not exist.
YEAR(date_c) =YEAR(today())
IP address is unknown
Field level security
System Administrator profile and Marketing User Profile (import Leads)
25. Applications are built on which platform?
summary and matrix reports
based on their profile
Force.com
Mini Page Layout
26. What data can you request for in the weekly data export?
All organization data
30 days
salesforce.com portal
Export to excel
27. ____________ is available for custom fiscal years.
Google
Custom forecasting
Custom summary and matrix reports
To use the campaign import wizards
28. A _____________ cannot be the controlling field for a dependent field.
Territory Management
To use the campaign import wizards
own a record and not see it
custom multi select picklist
29. You can map a custom lead field to only one of the following objects at a single instance
csv files
To let the user select values in the view picklist
Export to excel
Account - Contacts - Opportunities
30. Where would you make changes in order to make default tabs visible?
Territory Management
Adding a user to the sales team group
User setting
Workflows
31. Name three sources from which cases can be created.
Solution Manager
Use cases for Case Hierarchies
Company Profile - User record (Personal Setup) - Opportunity (Record) - Forecasts
Call Support - Call Sales - Log a case online - Email Support
32. The ____________ is a custom field that aggregates child record information in to the parent record.
Marketing User
Use cases for Case Hierarchies
Contacts
rollup summary field
33. Which is not a standard business object?
a campaign member
Object in look up relationship can link to self - The child object in lookup is a related list for the parent
Ideas
except Campaign
34. Sharing rules can be formed on the following except...
territory management
The user loses all unsaved data after terminating the session
web-to-lead
Objects on managed packages
35. Where do active currencies live?
Fiscal year - Licenses - Language - locale - time zones
Company Profile - User record (Personal Setup) - Opportunity (Record) - Forecasts
Set thresholds for report analysis
Metric - table - gauge - chart - S-Control - VF page
36. If your org uses _____________ - the new account is evaluated by account assignment rules and may be assigned to one or more territories.
Salesforce CRM workflow
Workflows
territory management
Case Escalation Rule
37. An online form to capture lead information - Email template response content published on your web site.
web-to-lead
Standard User
As short as a day and as long as a forever
5
38. You can then associate each business process with one or more record types and make it available to users...
The user loses all unsaved data after terminating the session
To use the campaign import wizards
Google adwords
based on their profile
39. Reports that must be used to create dashboard components.
Contacts
before it is saved in Salesforce
YEAR(date_c) =YEAR(today())
Custom summary and matrix reports
40. As a ________________ you can create page layout in the console and assign it to profiles.
Create on solution
system administrator
one language at a time
User setting
41. Which salesforce.com feature allows the org to capture ROI on online advertising?
Google adwords
web-to-lead
different types of sharing rules
Read-Only
42. What is Salesforce?
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
Salesforce and Marketing Automation - Customer Support Management
must be between 5 and 50
used on an oppy
43. We cannot create sharing rules on...
multiple fields in SFDC
50000
web-to-lead
objects in a managed package
44. Software-as-a-service (SaaS) model
forecast role hierarchy
All users
a campaign member
Basically - the Gmail model - all you data is stored on servers
45. How would an administrator modify lookup records in a console layout?
denied
Mini Page Layout
std price book or a price book
components of a profile
46. Changing the data type of an existing custom field can cause data loss while changing to...
4k
controlling field for a dependent field
number from percentage
Call Support - Call Sales - Log a case online - Email Support
47. 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
Territory Management
Company Profile - User record (Personal Setup) - Opportunity (Record) - Forecasts
Contract Manager
own a record and not see it
48. You can create _____________ directly from the csv import file.
parent.child relationships
Sales Team Role
Role settings
The Marketing User profile
49. When is it appropriate to use the Import Wizard vs. the Data Loader?
Create on solution
build a custom forecast for the same
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
The Marketing User check box on the user profile page
50. 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.
Rules and the use of Email Templates
Marketing User
Opportunity campaign related list - Contact campaign related list
cause data loss