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. When is it appropriate to use the Import Wizard vs. the Data Loader?
Default Locale - Default Language - Default Time Zone
Opportunity campaign related list - Contact campaign related list
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
Solutions - Accounts - Opportunities

2. A particular role needs edit on contacts - view - edit - and delete on contracts and only view on accts. Where can the administrator make the change?
Profile controls
Profile
A tab that combines a list view and related records into one screen with different frames.
Business Hours

3. Login hrs - IP restriction - FLS - CRUD(Std & Custom) object - Access to VF and Apex classes.
View the account - Edit the account
Profile controls
YEAR(date_c) =YEAR(today())
The running user does not have access to the dashboard folder

4. List the places where Currency is specified
Company Profile - User record (Personal Setup) - Opportunity (Record) - Forecasts - Any object which has a currency field on it.
Summary or matrix (with at least one level of grouping)
Queue
Field level security

5. Who can view a campaign in SFDC?
All users of SFDC who have access to campaigns objects
To use a Case Assignment
previously approved process
System Administrator

6. When is a custom object created?
Lead - Contact - Solution
To capture unique data of the business
used on an oppy
Sales Team Role

7. Standard objects examples
Solutions - Accounts - Opportunities
Insert - update - upsert - delete
calculations on summary fields
YEAR(date_c) =YEAR(today())

8. What objects may be imported or updated using the Import Wizard?
no limits
Accounts - Contacts - Leads - Solutions - and Custom objects
upgrade a managed application
salesforce.com portal

9. Lead becomes an Account - Contact - and optionally an Opportunity. With Territory Management enabled - Account (Territory) Assignment Rules will fire - which may assign the new Account to a Territory (or possibly multiple Territories).
Metric - table - gauge - chart - S-Control - VF page
Campaign Member or Contact Role
Read-Only
When a Lead is converted

10. A lead has been converted. Where can we find the campaigns associated with it?
Line
Opportunity campaign related list - Contact campaign related list
reportable
They are upgradeable

11. How many roles can you create for your org?
the Professional Edition
Profile
500
Automated rules

12. What is true about look up relationship?
cause data loss
Value is always required
Field level security
tasks scheduled calendar events

13. Regarding a custom field formula: ______ character is the limit on the compiled size of the formula.
4000
50000
User can log out all unsaved data is lost
Rules and the use of Email Templates

14. What can stop a scheduled report-dashboard run?
Workflow rules
Custom objects - Field level security
The running user does not have access to the dashboard folder
Create on solution

15. What can a user do an account record that has been manually shard read/write with him/her?
Show details and add events
View the account - Edit the account
Summary and table
Custom picklist

16. What is the role of Primary Object when creating custom report types?
3 or more hours per day
To let the user select values in the view picklist
Custom picklist
YEAR(date_c) =YEAR(today())

17. The org. wants to create a follow up task based on a field change. Which is the best way to do it?
cause data loss
Workflows
Tabular reports
using the data loader

18. Why do you create a web tab?
Sales Cloud
Role settings
Difference between workflow rule and workflow approval process
To display extended web content on SF window

19. The administrator wants to track data over a period of time. Which graph would he use?
Line
Edit on solution
Field level security
std price book or a price book

20. A particular team needs to track individuals working on cases and the individual roles of the people working on cases/ Which is the best way to do it?
must be between 5 and 50
Any user can view all records that the running user role can view
None of the users
Permissions

21. The documents tab does not contain...
version control capabilities
Difference between workflow rule and workflow approval process
forecast role hierarchy
many to many

22. Use email to case to allow your customers to create support cases using only email - or if your organization has existing support aliases.
summary and matrix reports
salesforce.com portal
Use cases for Email-to-Case
not dependent fields

23. ______________ will not give access to opportunity records that was previously a restricted account.
Custom picklist
All users of SFDC who have access to campaigns objects
Adding a user to the sales team group
no limits

24. How many Editions are there in SFDC?
5
before it is saved in Salesforce
std price book or a price book
API

25. Where do active currencies live?
web-to-lead
csv files
Company Profile - User record (Personal Setup) - Opportunity (Record) - Forecasts
Configure the settings and rules for Case processing - including Business Hours - and Escalation

26. If your org uses _____________ - the new account is evaluated by account assignment rules and may be assigned to one or more territories.
System Administrator profile and Marketing User Profile (import Leads)
All users
summary and matrix
territory management

27. Solutions are answers to customer problems or issues. They are used to resolve cases by associating them via related lists. From a case - search for a case or find a suggested solution - then select it to associate with a case.
Configure the settings and rules for Case processing - including Business Hours - and Escalation
Salesforce and Marketing Automation - Customer Support Management
User can log out all unsaved data is lost
Profile

28. There are _________ to new picklist or multi-select picklist values for any field during a single import
no limits
salesforce.com portal
the new label value
300

29. Which salesforce.com feature allows the org to capture ROI on online advertising?
number from percentage
There is only one record type in person account - There is no contact related list in person account
Google adwords
The running user does not have access to the dashboard folder

30. Create and manage letterheads and email templates
The running user does not have access to the dashboard folder
Manage Letterheads - Manage Public Templates - Edit HTML Templates
Gets assigned to lead owner's territory
based on their profile

31. You can map a custom lead field to only one of the following objects at a single instance
Marketing User
Account - Contacts - Opportunities
All organization data
delete the field

32. Charts - Tables - Metrics - Gauge
A tab that combines a list view and related records into one screen with different frames.
As short as a day and as long as a forever
Custom summary and matrix reports
dashboard components

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

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34. Standard User Permissions + can manage published solutions + can manage solution categories
Solution Manager
Summary or matrix (with at least one level of grouping)
Edit on solution
Hire date

35. Rule to assign and route Cases Determine how cases are assigned to users or put into queues as they are created manually - using Web-to-Case - Email-to-Case - On-Demand Email-to-Case - the Self-Service portal - the Customer Portal - Outlook - or Lot
to a case
using the data loader
automatically maps
To use a Case Assignment

36. Can only view records
Opportunity campaign related list - Contact campaign related list
Read-Only
There is only one record type in person account - There is no contact related list in person account
can be different users

37. Managed package is always...
can be different users
reportable
250
able to upgrade to other version

38. 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...
log in to SFDC Profile
The designated weblead owner gets an email
not dependent fields
Case queue

39. 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
an error report after the loading
territory management
using the data loader

40. Standard User Permissions + can import leads for the organization
Standard users
Edit on solution
Marketing User
multiple record types

41. What is the salesforce Console?
parent.child relationships
components of a profile
A tab that combines a list view and related records into one screen with different frames.
A running user

42. Users with access to opportunities as sales team members cannot...
Value is always required
Marketing -Call Center
link to report
extend sharing for those records

43. These reports are simple lists of records - and do not allow you to group results; they therefore cannot be used in dashboards.
Metric - table - gauge - chart - S-Control - VF page
upgrade a managed application
Tabular reports
Export to excel

44. What data can you request for in the weekly data export?
Export to excel
All organization data
When a Lead is converted
300

45. A user in SFDC has multiple currencies as activated What is the maximum granularity available for tracking changes in currency rates?
1 day
link to report
View the account - Edit the account
number from percentage

46. Determines the level of access to the dashboard data
A running user
Case tasks
3 or more hours per day
Google adwords

47. What is true about look up relationships?
Custom summary and matrix reports
Configure the settings and rules for Case processing - including Business Hours - and Escalation
Rcord type
Object in look up relationship can link to self - The child object in lookup is a related list for the parent

48. If your Marketing team needed to add 10 -000 existing leads to a campaign at one time - what would be the best way to do this?
multiple record types
Create a report
All organization data
Value is always required

49. Can view - edit and delete their own records
no limits
The Marketing User check box on the user profile page
Standard User
Force.com

50. An account team can be added by all except...
30 days
Company Profile - User record (Personal Setup) - Opportunity (Record) - Forecasts - Any object which has a currency field on it.
Accounts - Contacts - Leads - Solutions - and Custom objects
anyone in the team