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. Where would you make changes in order to make default tabs visible?
Case queue
Solution Manager
conditional highlighting
User setting

2. If a field on page layout is required and is read-only on FLS - what would the user experience on UI?
The user is not able to edit it because it is read-only
Configure the settings and rules for Case processing - including Business Hours - and Escalation
used on an oppy
Case queue

3. 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).
be shared
lead assignment rule
When a Lead is converted
Call Support - Call Sales - Log a case online - Email Support

4. What data can you request for in the weekly data export?
Forecasts
All organization data
able to upgrade to other version
conditional highlighting

5. Sharing rule: ________ that grant access to groups of users.
50000
Automated rules
3 or more hours per day
The Marketing User profile

6. What is Salesforce?
extend sharing for those records
using the data loader
Insert - update - upsert - delete
Salesforce and Marketing Automation - Customer Support Management

7. Opportunities and quotes are a part of which cloud?
version control capabilities
Sales Cloud
in activity history
Call Support - Call Sales - Log a case online - Email Support

8. How does the Import Wizard perform matching when updating records?
upgrade a managed application
Salesforce ID
A running user
The user loses all unsaved data after terminating the session

9. A custom summary formula cannot reference ____________ in an object.
make a field required
other formula fields
System Administrator profile and Marketing User Profile (import Leads)
The Marketing User profile

10. If your org uses _____________ - the new account is evaluated by account assignment rules and may be assigned to one or more territories.
must be between 5 and 50
Case Escalation Rule
territory management
Summary and table

11. What is true about look up relationships?
Object in look up relationship can link to self - The child object in lookup is a related list for the parent
territory management
calculations on summary fields
Accounts to Opportunities - or Contacts to Cases

12. Used to escalate a case if it has not been resolved within a specified period of time.
Case Escalation Rule
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)
Elements within a Page Layout
summary and matrix reports

13. ______________ will not give access to opportunity records that was previously a restricted account.
Adding a user to the sales team group
Multi-tenant - Pay-as-you-go - Elastic - No Capital Expense - Modest Operating Expense - Scales With Your Business.
the level of visibility
Elements within a Page Layout

14. Record types are used to implement custom business processes by associating them to specific
same access to the document
Page layouts
List view
number from percentage

15. 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.
All organization data
Marketing User
Rules and the use of Email Templates
Fiscal year - Licenses - Language - locale - time zones

16. A workflow approval triggers on manual submission whereas a workflow rule triggers on saving a record.
summary and matrix
Difference between workflow rule and workflow approval process
Line
Case tasks

17. 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?
The Marketing User check box on the user profile page
Create a report
the new label value
Case Escalation Rule

18. If territory management is enabled for your organization and a lead is converted - how does it get assigned?

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19. A lead has been converted. Where can we find the campaigns associated with it?
Opportunity campaign related list - Contact campaign related list
Workflow rules
Edit and Read opportunity
std price book or a price book

20. 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
web-to-lead
Custom Field
system administrator

21. Partner Portal: Users login to the web portal rather than through the...
Difference between workflow rule and workflow approval process
salesforce.com portal
Case queue
All users

22. Standard User Permissions + can import leads for the organization
System Administrator profile and Marketing User Profile (import Leads)
Marketing User
Give a list of campaigns that influenced the user
When a Lead is converted

23. Salesforce for Microsoft Outlook is which type of client?
5 MB
API
Territory Management
Custom objects - Field level security

24. As an admin - you can schedule regular data imports...
Value is always required
Permissions
using the data loader
Lead - Contact - Solution

25. The maximum # of time trigger actions
dashboard components
40
A running user
The Marketing User check box on the user profile page

26. Set up for your organization to designate what times your customer support teams are available. They are used to associate cases with specific time zones and locations - and to escalate cases according to specific time zones and location
Business Hours
one language at a time
Import new leads and add it to campaign - Associate up to 50000 existing leads to the campaign
Edit and Read opportunity

27. Use email to case to allow your customers to create support cases using only email - or if your organization has existing support aliases.
Use cases for Email-to-Case
One solution field
Lead - Contact - Solution
conditional highlighting

28. Which one of these may be a controlling field and a dependent field?
csv files
The Marketing User profile
Account - Contacts - Opportunities
Custom picklist

29. 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...
Download AppExchange Packages
Case queue
tasks scheduled calendar events
one language at a time

30. 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.
extend sharing for those records
Contacts
Standard Field
The Marketing User profile

31. List the functions of the Data Loader
make a field required
must be between 5 and 50
Custom picklist
Insert - update - upsert - delete

32. Users can be restricted to view a particular field in views - searches - and reports by hiding the field at...
Field level security
link to report
Accounts - Contacts - Leads - Solutions - and Custom objects
must be between 5 and 50

33. Who can view a campaign in SFDC?
extend sharing for those records
3
All users of SFDC who have access to campaigns objects
not enforced

34. These reports are simple lists of records - and do not allow you to group results; they therefore cannot be used in dashboards.
dashboard components
Tabular reports
5 MB
folder access level

35. Your recycle bin record limit is _____times the MBs in your general storage
The Marketing User profile
parent.child relationships
Role settings
250

36. An account team can be added by all except...
using the custom summary field
anyone in the team
System Administrator profile and Marketing User Profile (import Leads)
able to upgrade to other version

37. If the organization rule is that user can only login between 8am to 5pm. What will happen if he log in at 4:30pm and continue till 5:30pm
User can log out all unsaved data is lost
Import new leads and add it to campaign - Associate up to 50000 existing leads to the campaign
summary and matrix reports
Lead - Contact - Solution

38. Recycle bin houses deleted data for...
Import new leads and add it to campaign - Associate up to 50000 existing leads to the campaign
can be different users
30 days
Lead - Contact - Solution

39. As a ________________ you can create page layout in the console and assign it to profiles.
They are upgradeable
Line
system administrator
dashboard components

40. A person account is different from a business account because...
Lead - Contact - Solution
There is only one record type in person account - There is no contact related list in person account
reportable
own a record and not see it

41. Give an example of where a junction object is used between standard objects.
A running user
tasks scheduled calendar events
Campaign Member or Contact Role
Object in look up relationship can link to self - The child object in lookup is a related list for the parent

42. Who can import data for all users?
To let the user select values in the view picklist
System Administrator profile and Marketing User Profile (import Leads)
dashboard components
links two objects together

43. Use Web-to-Case to allow your customers to file cases directly from your corporate website.
Use cases for Web-to-Case
Profile
summary and matrix reports
Standard users

44. Super User - Can customize and administer the application
The Marketing User profile
Skill requirements - Product categories - Customer types - Service levels
Standard Field
System Administrator

45. Error on failed web to lead validation is...
Skill requirements - Product categories - Customer types - Service levels
routed to a default lead creator via email
One solution field
Sales Cloud

46. Standard objects examples
before it is saved in Salesforce
Solutions - Accounts - Opportunities
Use cases for Case Hierarchies
Need to prevent duplicates and you need to choose whether to trigger Workflow rules (or not)

47. List the places where Currency is specified
parent.child relationships
Company Profile - User record (Personal Setup) - Opportunity (Record) - Forecasts - Any object which has a currency field on it.
Accounts to Opportunities - or Contacts to Cases
Multi-tenant - Pay-as-you-go - Elastic - No Capital Expense - Modest Operating Expense - Scales With Your Business.

48. Can only view records
To let the user select values in the view picklist
using the custom summary field
Read-Only
Field level security

49. Show up to 2000 records in the record count display - Print up to 1000 records in print view
Line
denied
List view
Components of the Console Tab

50. What is the number of values allowed in dependent pick list?
The running user does not have access to the dashboard folder
300
All users of SFDC who have access to campaigns objects
no limits