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. During a lead import - you can choose to enable ___________ as part of the import.
extend sharing for those records
active assignment rules
forecast role hierarchy
Contract Manager

2. What data can you request for in the weekly data export?
All organization data
Show details and add events
Components of the Console Tab
Gets assigned to lead owner's territory

3. What is the limit on the compiled size of the formula field?
custom multi select picklist
using the data loader
4k
The email address of the user whose identify is being confirmed.

4. Page Layout - Field level security - Record Types
components of a profile
Custom objects - Field level security
List view
The user loses all unsaved data after terminating the session

5. Which graphs rely on grand total for dashboards?
User can log out all unsaved data is lost
Metric and gauge
denied
Create on solution

6. Software-as-a-service (SaaS) model
Lead - Contact - Solution
Use cases for Email-to-Case
anyone in the team
Basically - the Gmail model - all you data is stored on servers

7. A delegated approver can revoke a...
Company Profile - User record (Personal Setup) - Opportunity (Record) - Forecasts - Any object which has a currency field on it.
previously approved process
User can log out all unsaved data is lost
1

8. Deleting a lead from a campaign does not delete the lead itself - but it is no longer...
API
an error report after the loading
a campaign member
Create a report

9. What objects may be imported or updated using the Import Wizard?
Adding a user to the sales team group
own a record and not see it
Marketing User
Accounts - Contacts - Leads - Solutions - and Custom objects

10. A role controls __________ that users have to an organization's data.
the level of visibility
4k
Objects on managed packages
Standard users

11. Give an example of a one-to many relationship between standard objects.
Accounts to Opportunities - or Contacts to Cases
There is only one record type in person account - There is no contact related list in person account
Salesforce CRM workflow
They are upgradeable

12. 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.
Workflow rules
The Marketing User profile
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
All users of SFDC who have access to campaigns objects

13. 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
anyone in the team
used on an oppy
1 day

14. You can then associate each business process with one or more record types and make it available to users...
Solutions - Accounts - Opportunities
500
based on their profile
YEAR(date_c) =YEAR(today())

15. 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
All organization data
Multi-tenant - Pay-as-you-go - Elastic - No Capital Expense - Modest Operating Expense - Scales With Your Business.
Summary or matrix (with at least one level of grouping)

16. Which is not a standard business object?
conditional highlighting
Ideas
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
To use the campaign import wizards

17. You can use _______________ for summary and matrix reporting only.
View all data
conditional highlighting
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
Skill requirements - Product categories - Customer types - Service levels

18. Recycle bin houses deleted data for...
30 days
Profile
Contract Manager
conditional highlighting

19. If using customizable forecasting - there is a seperate...
Business Hours
Territory Management
Company Profile - User record (Personal Setup) - Opportunity (Record) - Forecasts
forecast role hierarchy

20. Dated exchange rates can be set in the time range of...
Solution Manager
Line
As short as a day and as long as a forever
web-to-lead

21. 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
Account - Contacts - Opportunities
Case Auto-Response Rule
4000
The Marketing User check box on the user profile page

22. What is the salesforce Console?
your organization's workflow
All organization data
1
A tab that combines a list view and related records into one screen with different frames.

23. The maximum # of time trigger actions
5 MB
used on an oppy
Read-Only
40

24. Two options for restricting access via IP Ranges
Add trusted IP ranges for your entire org - Add trusted IP ranges on a PRofile by Profile basis
Set thresholds for report analysis
When a Lead is converted
The designated weblead owner gets an email

25. We cannot create sharing rules on...
objects in a managed package
Adding a user to the sales team group
multiple fields in SFDC
Object in look up relationship can link to self - The child object in lookup is a related list for the parent

26. ______________ will not give access to opportunity records that was previously a restricted account.
Adding a user to the sales team group
references another summary formula
User can log out all unsaved data is lost
Workflows

27. Error on failed web to lead validation is...
routed to a default lead creator via email
5
3 or more hours per day
Show details and add events

28. The size limit for documents uploaded is...
Use cases for Email-to-Case
To capture unique data of the business
Any user can view all records that the running user role can view
5 MB

29. You can create _____________ directly from the csv import file.
your organization's workflow
Field level security
upgrade a managed application
parent.child relationships

30. Where would you make changes in order to make default tabs visible?
salesforce.com portal
upgrade a managed application
std price book or a price book
User setting

31. Page layouts are assigned to users based on...
Marketing -Call Center
Any user can view all records that the running user role can view
Role settings
Territory Management

32. ____________ is available for custom fiscal years.
One solution field
Custom forecasting
Standard Field
250

33. You can map a custom lead field...
System Administrator
the Professional Edition
Custom objects - Field level security
to a case

34. How many Editions are there in SFDC?
Hire Date
5
Case
many to many

35. An account team can be added by all except...
Fiscal year - Licenses - Language - locale - time zones
summary and matrix
anyone in the team
denied

36. When is it appropriate to use the Import Wizard vs. the Data Loader?
Workflows
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
Basically - the Gmail model - all you data is stored on servers
Solutions - Accounts - Opportunities

37. Picklist dependency rules are __________ during import.
able to delete accounts
Lead - Contact - Solution
not enforced
The user is not able to edit it because it is read-only

38. A company that uses custom fiscal year: A standard forecast option is unavailable. Administrator will have to...
Case tasks
build a custom forecast for the same
5 MB
Manage public documents

39. A _____________ cannot be the controlling field for a dependent field.
They are upgradeable
custom multi select picklist
Value is always required
Fiscal year - Licenses - Language - locale - time zones

40. Specifying a "running user" in dashboard means...
The user is not able to edit it because it is read-only
4000
List view
Any user can view all records that the running user role can view

41. Users with which permission can install or uninstall AppExchange packages from the APpExchange?
There is only one record type in person account - There is no contact related list in person account
Download AppExchange Packages
Metric - table - gauge - chart - S-Control - VF page
1 day

42. Inline editing updates the field when...
your organization's workflow
Workflow rules
Default Locale - Default Language - Default Time Zone
the record is saved/updated

43. 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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44. Users can _____________ from the sidebar and advanced search
search for public tags
web-to-lead
Standard User
Show details and add events

45. The administrator wants to track data over a period of time. Which graph would he use?
not dependent fields
an error report after the loading
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
Line

46. Personal tags cannot...
Case Escalation Rule
4000
be shared
references another summary formula

47. Which of the following does not need business process?
Contacts
summary and matrix reports
Solution Manager
upgrade a managed application

48. What can stop a scheduled report-dashboard run?
Automated rules
1
different types of sharing rules
The running user does not have access to the dashboard folder

49. Where do active currencies live?
a campaign member
Export to excel
not enforced
Company Profile - User record (Personal Setup) - Opportunity (Record) - Forecasts

50. Allows you to define different sets of picklist values for both standard and custom picklist.
cause data loss
Rcord type
Use cases for Case Hierarchies
Hire Date