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263 Cards in this Set
- Front
- Back
Account Name should contain only Alphabets and CV system should restrict the usage of special characters and numbers. How would developer accomplish this? |
Validation Rule |
|
What is a profile? |
Collection of settings that determine what a user can see and do with records |
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What does user profile control? |
What a user can see & do: |
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The Director of CV system trying access Content Tab but unable to see Content tab, How would Admin enable the Content tab for user? |
Profile settings |
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How many standard profiles and what are their names? |
System Admin, Standard User, Solution Manager, Marketing User, Contract Manager, Read Only |
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True or False: You can change general user permissions on a standard profile. |
False |
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VP of CV system trying add files into the libraries but unable to see libraries tab, How would Administrator enable the libraries tab for user? |
Profile settings |
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What are permission sets? (general def) |
Grant additional user access, they cannot take away permissions |
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How many permission sets can you have |
1,000 |
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CV system need to provide access to one user within their org, full access to ‘Libraries’ to allow them the ability to be able to create, edit delete all content. How would System Admin to enable this for the user without making any changes to the actual profile itself? |
Permission Set |
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CV systems needs to find out who is downloading Leads information from Salesforce via Reports/Exports, They’d like to make sure to find out who is downloading data out of Salesforce on a regular basis? How would Administrator achieve this? |
View Setup Audit Trail |
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V system admin trying to grant access to a few Salesforce and platform licence users to run some reports, but the user profile don’t have the Run Reports. Are the users able to run the report? |
No – user’s are not able to run the reports |
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CV Systems created a dashboard and want to display the Account details based on the user logged in. Need to show the dashboard based on the user who is looking at it. |
Run as logged-in user |
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CV system needs to enable Person accounts in their org(Enterprise Edition), how the Developer would get person accounts feature made available? |
Log a Case to Salesforce support |
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Which of the following object’s system field can’t be inserted during import process? |
Campaign |
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How many fields can be added to each search layout ? |
10 |
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Which of the following is not part of the auditing process in Salesforce? |
Chatter feed Tracking |
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Which of the following will help you to enforce business processes? |
Workflow |
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What will you do to preserve data quality in your org? |
Create a validation rule to enter data in a proper format. |
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CV systems want to allow the current Lead Owner to reassign to someone else. They do not want to allow anyone who is not the current owner to go in and transfer the lead to another sales rep. How would developer accomplish this? |
Validation Rules |
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Which of the following can be stored in Folders? |
All the answers |
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What is the formula for a custom field, ‘Created Date’. This custom field is a DATE TIME field? |
DATEVALUE(CreatedDate) |
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Custom formula fields are recalculated: |
Each time a user views the record |
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Choose the three Force.com Application User Interface components. ( Choose 3 ) |
Tabs |
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Which of these are NOT components of Company Profile? (Select 2) |
Collapsible Sidebar |
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What are the object permissions? (There are 4!) |
CRED...View all, modify all |
|
What is the overveiw of Security Data Access: (Define each or give description) |
Org - Org login and access |
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What are the three data access models? Who can see what OWD |
Public |
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Organization Wide Defaults |
Determines access to records you do NOT own |
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What does sharing control? |
Which records |
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What are the 7 sharing rules? |
Account - Based on who owns or other selected criteria, allow default sharing access |
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What are the 3 sharing rules? |
Grant additional sharing rules - 3 components: |
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Define criteria based sharing |
It is determined based on field vales. Can be used for: |
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Which of the following objects may have sharing rules? |
Opportunities |
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When do you use Account teams for sharing rules |
For public groups: Users or groups combined for a sharing rule (EX: sales and case managers) |
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When do you use manual sharing? |
When you cannot define a group of users. Owners and anyone high may grant access |
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What does a Role Hierarchy do? |
Opens up record access that is denied by defaults |
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What is field level security? Where do you set it up? |
field level security - Defines ability to view & it specific fields (like SS#)...enforce data security, ensures users only see relevant data |
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What permissions are needed to convert leads? |
Create & Edit on leads, account, contacts and opps AND Convert Leads AND Read on any related campaigns |
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What can a delegated Admin do? |
Create & edit users, reset passwords, unlock users, Assign users to specific profile, Manage custom objects created b y admin, log in as a user |
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What can you do/change in standard fields |
Cannot delete, but can remove from page layout |
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What are the four steps to creating a custom field |
1. Choose fields type |
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How many custom long text fields can you have |
25 |
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How can you have data loss in custom fields? |
If you change data type or delete the field |
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Talk about dependent picklists |
WOrks with controlling pick lists |
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Look up filters |
Can reference: |
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What makes a parent/child relationship between fields |
Look up filters link to different objects |
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What are custom formulas |
Read only |
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What are cross object fields |
Can access up to 10 parents levels (We use on opp page showing the speaker info |
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Talk about record types |
Can be assigned by profile or permission sets |
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What type of record type is used for: |
Case is the default record type of record owner |
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What type of record type is used for: |
Lead becomes default record type of lead owner |
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How can user identify record type? (?) |
Admin can add type to page layout and make it a default |
|
what is a business process |
describes milestones a record goes through from NEW until DONE. You must create at least one business process before you can create a record type for it. Must be associated with record type and in the USer profile to use. Record types help implement BP through page layouts |
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What are the four steps to creating a business process |
1. Update MAster picklist |
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Talk about field history tracking: |
You can track up to 20 fields |
|
When is system validation used? |
To make a field required or universally unique |
|
Custom Data Validation |
Contains 2 components: |
|
Set up a custom validation (What are the steps?) |
1. State business requirements |
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Can you customize activities? |
Yes! You can have validation rules, record types, page layouts and enable recurring tasks and events |
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Find the rule for import wizard....if a required filled is not filled out, does the whole thing fail? |
Required fields: Find out whether there are required fields in the object in question and if so, make sure that they are included in the import file. You might also see a "Data already exists" error message when some required fields are not included. |
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Who can run reports? |
Users with "run reports" permissions |
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Where can you access reports? |
1. The reports tab |
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What are the four steps to creating a report folder? |
1. Enter a label |
|
Tabular Reports |
1. A simple list of records |
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Summary Reports |
1. Records sorted into groups with subtotals |
|
Matrix report |
1. Data summarized in grid |
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Joined Report |
1. multiple Blocks of related info |
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How many filters can you use in a report |
20 |
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Who can access a report |
Users with access to the folder |
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What can be modified using the Report Options at top of a summary report |
Time Frame |
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What is the report type? |
the objects or related objects that you want to report on. |
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what is the report builder or scope? |
Select which records to veiw and report time frame |
|
Report columns or fields |
Select the fields you want to appear in the "preview section? |
|
Report Format |
How you want to data organized: |
|
What are custom summary formulas? |
1. Can have upto 5 on report |
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What reports display from summary rows? |
Table |
|
Which report types allow groupings and subtotals? (Choose 2 answers) |
Summary |
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What do you need to schedule reports? |
1. A running user |
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What is a dashboard? |
A dashboard is a visual representation of summary data from multiple CUSTOM reports. It is a higher level view of reports |
|
What are the available chart types for Dashboards? |
1. Bar Chart |
|
What is a Bar Chart |
Type of dashboard chart |
|
What is a Line Chart |
Dashboard chart |
|
Pie Donut Chart |
Dashboard chart |
|
Which dashboard charts can look at grand total |
Pie/Donut |
|
Funnel Chart |
Dashboard chart |
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Which dashboard charts can be used to summarize/ |
Pie/Donut |
|
What is a scatter chart? |
Part of dashboard charts |
|
How many components can a dashboard have? |
20 |
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What are the Dashboard components? |
1. Chart |
|
Chart |
Dashboard component |
|
Gauge |
Dashboard component |
|
Metric |
Dashboard component |
|
Table |
Dashboard component |
|
VF Page |
Dashboard component |
|
Table |
I have conflicting notes, so research to get current answer |
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What can you do with dashboard filters? |
1. View different subsets of data that are on the same report |
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What charts look at multiple groupings |
1. Side-by-side charts |
|
Side-by-side charts |
Chart type: multiply groupings |
|
Stacked Bar |
Chart type: multiply groupings |
|
Stacked to 100% |
Chart type: multiply groupings |
|
Grouped line |
Chart type: multiply groupings |
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Who can view a dashboard |
1. Users with "Run Reports" permission |
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What is the "Running User" |
1. Running User is used in Dashboard and determines what data is visible |
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How current is dashboard data? |
1. Dashboards must be refreshed to show most current data |
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What other data can be accessed from Dashboards? |
Users can drill down and see: |
|
Fact - Chatter & Dashboards |
You can enable Chatter for dashboards for user alerts |
|
How many records can be previewed? |
50 |
|
Why would you add highlights? |
1. Make exceptional values stand out |
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What is a snapshot? |
need to check "Enable dashboard snapshots" |
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What type of Dashboard display GRAND TOTAL from the bottom os a report |
not sure, research this one |
|
What re dashboard filters? |
Check this one.... |
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Who can build or create dashboards? |
Users with "Manage dashboards" permissions |
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What are the four steps to creating a dashboard? |
1. Dag a component (What you want it to look like) |
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What can the email admin do? |
Create email alias (Sales@wwsg.com) |
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What can email templates be set up for? |
1. Web-to-lead |
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What are the four email template choices? |
1. Text |
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What controls access to an email template? |
The folder where it is saved |
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what are the four steps to creating an email template? |
1. Chosse template type (Text, html w/ letterhead, custom (w/o letterhead, VF) |
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What is a workflow rule? |
Automates workflows based on org requirements |
|
What are the four types of workflow actions? |
1. Workflow tasks |
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What is a workflow task? |
1. can be assigned to a user, role, record owners, opp team member or acct team member |
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What is a workflow email alert? |
1. Auto sends an email to one or more recipients (S the work flows Gigi had me create) |
|
What are workflow FIeld updates? |
1. Auto change value of field |
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What is a workflow outbound message? |
1. send specific info to a designated endpoint |
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When can work flows trigger? |
When a record is saved or be time delayed |
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Which one will help you enforce business processes? |
Workflow |
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How is a workflow evaulated? |
Validation rules |
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What are the steps for creating a workflow rule? |
1. Create custom felds and map to contact, acct , opp - must be the same data type. Exceptions are: picklist, text area and auto number |
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Why use the Import Wizard? |
1. Less than 50,000 records |
|
Why use the data loader? |
Can load ALL objects |
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The Force.com Data Loader is supports… (Choose 3 answers) |
Import data into custom objects. |
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Which are capabilities of the Data Loader? (Choose 2 answers) |
The data loader can be executed from command line. |
|
0 |
50,000 |
|
True or False: Multiple currencies can only be enabled by a request to Salesforce support. |
True |
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To support multi-currency, the developer needs consider two facts?(Choose 2 answers.) |
2) The System Admin can add additional currencies, once multi currency has been enabled. |
|
Once you define a custom fiscal year structure, your company can not return to the standard fiscal year calendar. (Single Choice) |
True |
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A Regional Sales Managers’ direct Reports are frequently added as sales team members for other sales reps Opportunities. Which report view filter should be applied to a pipeline report to display all of the Opportunities for which the RSM’s direct Reports are involved? |
My team’s team-selling and their Opportunities |
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What are the three ways to make a field required? (Choose 3 answers) |
Validation rule |
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CV Systems is considering territory management in its existing SF Implementation due to Organizational changes. Which area of the SF should be evaluated before enabling territory management? (Choose 2 answers) |
Whether customizable forecasting is enabled. |
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CV Systems is deploying the Sales Cloud to 1000 sales users. The implementation team is planning an end user support plan for the first 2 weeks of the implementation. What would a consultant to be included in the plan? (Choose 2 answers) |
Meeting schedule to review open issues and escalations |
|
The NPSP Administrator needs to migrate the data from an external org to a brand new org and needs to include the data’s original System audit trail fields (Created by, Created date, Last modified by, Modified date). How can we achieve this ? |
Contact Salesforce.com Support to enable API access to System Fields. |
|
CV Systems is implementing Sales Cloud Implementation and the project sponsor indicates that the implementation will only be successful if every Sales User logs into SF 2 times a day. How should the consultant proceed? |
Understand the reason for this requirement and advise accordingly. |
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Which administrative permissions are necessary in order to edit profiles? |
View Setup and Configuration, Manage Users and Customize Application |
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CV Systems requires an Opportunity record type be created upon lead conversion. How can this requirement be met? |
Create custom code and override the convert button to use custom lead logic |
|
Select two types of Salesforce.com licenses. |
CRM |
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True or False: Profile settings do not override the organization’s sharing model. |
True |
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A sales rep at CV Systems is creating a content delivery for a high-profile prospect that contains sensitive information in the form of a pricing quote with terms and discount. What should the sales rep do before sending the content delivery URL to the prospect? (Choose 3) |
Preview the URL to ensure that the formatting in the original file displays properly in the Online Link. |
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OWD default setting for accounts is private. A manager resides above the team in the role hierarchy and wants to share team account summary within her team. Which feature can extend the viewing privileges to the team to allow them to see a summary of the team’s data. (Choose 2 answers) |
Specifying herself, as the running user of a dashboard. |
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CV Systems hired new sales people to augment the growth. However, it has a complex suite of products and pricing structure. The VP of Sales would like to facilitate collaboration between new and more experienced sales reps in order to improve the on-boarding process and to increase the productivity. Which features should help the VP to accomplish his objective? (Choose 3) |
Enable Content share documents using libraries. |
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What are the three layers of a Force.com application? |
Data Model |
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In which scenarios will the sharing button appear? (Choose 2) |
When the sharing model for the object is read only |
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CV Systems sales management travels frequently and is often unable to log into the application to review their pending approvals. CV wants to implement approval process, Which options will satisfy the requirement? (Choose 2) |
Enable approvals by email for each approval process. |
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Which are components of the Developer Console? (Choose 2 answers) |
Query Editor. |
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True or False: Sharing rules per object can grant access beyond the default sharing settings. |
True |
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CV Systems has set up Salesforce to Salesforce with one of its partners to share opportunities with the partner. What standard benefits will CV Systems gain when implementing SF to SF? (Choose 2 answers) |
Ability to manage internal and channel sales in one place. |
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Which of the following are custom field types? (Choose 3 answers) (What do you chose as step one in creating a new field!) |
Text |
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True or False: The profile of the record owner is what determines access to that record for the rest of the organization via sharing settings. |
False |
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CV Systems is planning to implement CRM, what are the most common challenges that the company should address bfore the implementation? – (Choose 3 Answers) |
Unsecured Environment. |
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Through the Web-to-Case function, how is that case associated with a contact? |
Contact email |
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CV Systems recently enabled Chatter and has found it extremely helpful in the sales process. Given the success, CV Systems would like to bring the competitive intelligence team into Salesforce to leverage Chatter to collaborate on opportunities when key competitors are identified. Which step should be considered when setting up the competitive intelligence team? (Choose 2) |
Create groups by Competitors and add appropriate members to each group. |
|
When would a developer use upsert with external IDs? (Choose 2 answers) |
To load related records without knowing Salesforce record IDs. |
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Which type of rollup summaries exist? |
Count |
|
What are the key challenges of a Salesforce CRM organization? |
Business processes using mobile application. |
|
Which of the following are custom field types? |
Date |
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In a properly designed CRM environment, which settings determine the users access to the record? – (Choose 2 answers) |
Roles and Role Hierarchy. |
|
What are two components of a Workflow Rule? |
Actions |
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CV Systems’s sales department defines its sales pipeline as all open Opportunities and its Forecast as Opportunities with a 80 percent or greater probability of becoming Closed/Won. The sales department needs to monitor this information by region and revenue amount closing each month. Which option should a consultant recommend? |
Create regional pipeline and Forecasting Dashboard, and schedule a monthly refresh. |
|
With Multi Currency activated, to track revenue gain or loss based on currency fluctuations, you must implement.. |
Advanced Currency Management |
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CV Systems often experiences a slowdown in sales. To address the issue, the company wants to run a contest for the Sales Team as described below. 1)- Increase the number of Leads qualified weekly.2)- Increase the Opportunity closed. 3)- Increase the number of Activities per sales deal. The VP of Sales needs to track the Sales Team’s progress against these goals on a daily basis. Which solution will help the VP to get the required information? |
Create a Dashboard to track the Metrics, set the VP of Sales as the running user, and set this as the default Dashboard for all sales reps. |
|
What steps are part of the process to enable Multi-Currency in an organization? |
Contact Salesforce.com to enable multiple currencies |
|
Which of the following are true about opportunity rollups? (Choose 3 answers) |
Opportunities rollup as you record them on insert, edit or delete of an Opportunity record. |
|
CV Systems has implemented standard Quote functionalities. In order to synchronize Opportunity line items with Quote line items, which solution should you recommend? |
Educate users to click the Start Sync button on the Quote they want to synchronize with the Opportunity. |
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Which of the following are company-wide settings? ( Choose 3 ) |
Enable inline editing |
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Without using Visualforce, which five of the following components can be customized on a page layout? |
Field locations. |
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CV Systems needs to ensure that when a product is associated with an Opportunity the appropriate product specialists are added to the sales team. Which solution would meet this business requirement? |
Create an Apex trigger on the Opportunity. |
|
True or False: By default, search results are limited to records owned by the logged in user. |
False |
|
What are two capabilities of joined reports? |
Export the data to a spreadsheet through printable view. |
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A sales rep at CV Systems is working on an Opportunity and has created several Quotes. The sales manager is unsure of which quote is active for the Sales Rep. How can the sales manager identify the appropriate Quote? (Choose two) |
Look for the Synced Quote field on the Opportunity record. |
|
Which of the following is inline editing not supported? |
System Fields |
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CV Systems needs to ensure that Products are associated with Opportunities in order for the Opportunity to move into or past the Proposal stages in the sales process. What should a consultant recommend to meet this requirement? |
Create a validation rule using the Has Line Item and Stage fields. |
|
Which of the following records can not be mass transferred? |
Closed Activities |
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Sales users at CV Systems can only create certain type of opportunities, but they can view Opportunities. of any type. Which option is correct? |
Assign the appropriate Opportunity record types to each sales user profile. |
|
To create a many-to-many relationship, which two actions are required? |
Create a custom object to join two objects. |
|
In which of the following places, can folders be found? (choose three) |
Dashboards |
|
CV Systems sells to two different types of customers and each type requires a distinct selling methodology. Which solution a consultant will recommend to meet this requirement? (Choose 2) |
Define sales stages for each Methodology. |
|
After creating a Workflow Rule with a time-based action that sends an email reminder to users 14 days, after a record has been created, a developer would like to test to make sure that the rule is working, as intended. How can the developer verify that the workflow rule is working? (Choose 2 answers.) |
Create a new record and then check the time-based workflow queue. |
|
Reports are available on the following tabs |
All the above |
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The VP of Sales at CV Systems is reviewing Sales Team’s productivity and effectiveness. He also needs to know the relationship between the Sales Reps’ level of engagement on deals and the deal close rate. Which Metric should the consultant recommend to the VP to better understand the relationship? (Choose 2) |
Average number of Activities associated with closed/lost versus closed/won Opportunities. |
|
Which properties of a field can be edited on a page layout? (Choose 2 answers.) |
Required |
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Which of the following 3 can be done on the Activity Settings page at | Setup | Customize | Activities | Activity Settings? |
Enable Group Tasks. |
|
CV Systems has enabled multi-currency in Salesforce. How can the VP of Global Sales summarize the pipeline from multiple currencies in the corporate currency? |
Enable advanced currency management to set the default report currency to the corporate currency. |
|
The Force.com platform provides which of the following are application building blocks? (Select 3 answers.) |
Objects |
|
Which of the following are components of the Company Profile? |
User licenses |
|
The Service Cloud allows company users to do which of the following: |
Provide answers to customer queries |
|
Choose the four actions that workflow rule may initiate? |
Assign a task. |
|
CV Systems receives about 75,000 Leads per month from an an external source Which approach can a consultant suggest for importing Leads? (Choose 2) |
Use the Data Loader in bulk API mode. |
|
Which of the following are components of the Service Cloud? |
Accounts |
|
Identify two capabilities of Visual Workflow? |
Allow a user to select multiple choices for a question. |
|
CV Systems recently migrated data from multiple legacy systems to a single SF instance. Sales users are testing duplicate records in the new system, but CV Systems needs to restrict sales users from deleting data. Which solution should a consultant recommend to solve this problem? |
Allow sales users to flag duplicates and define a process for an admin to review and merge records. |
|
Which of the following are components of the Sales Cloud? |
Leads |
|
What are the primary goals of a Campaign? (Choose 3 Answers) |
Increase sales revenue. |
|
What is Salesforce Classic? |
The Salesforce Classic app provides mobile access to your Salesforce data from Android™, BlackBerry® and iPhone® devices. If you have a license to use the full version of Salesforce Classic, you can view, create, edit, and delete records, keep track of your activities, view your dashboards, run simple reports, and log calls and emails. Any Salesforce user who doesn't have a mobile license can download a free, restricted version of Salesforce Classic. With the free version, you can view, create, edit, and delete only accounts, assets, contacts, leads, opportunities, events, tasks, cases, and solutions. You can also access your dashboards. |
|
CV Systems recently enabled Chatter and has found it extremely helpful in the sales process. Given the success, CV Systems would like to bring the competitive intelligence team into Salesforce to leverage Chatter to collaborate on opportunities when key competitors are identified. Which step should be considered when setting up the competitive intelligence team? (Choose 2) |
Create groups by Competitors and add appropriate members to each group. |
|
CV Systems needs to prevent duplicate Leads from being created in SF. Leads are deemed duplicates if they match on the name, last name, phone, and email address. Which solution should be recommended to prevent duplicate Leads? |
Create an Apex trigger on the Lead object. |
|
The marketing department at CV Systems has been running several Campaigns to target existing Contacts within a sales region. What solution should a consultant recommend to know the effect of the Campaigns on Opportunities. (Choose 2) |
Add the Campaign Influence related list and run the Campaigns with Influenced Opportunities report. |
|
CV Systems is enabling the Partner Communities (Portal) to allow partners to update their Opportunities in Salesforce. Partners should only have access to specific Opportunity list views and Opportunity reports. How can this level of access be enforced for Partner Community (Portal) users? (Choose 2) |
Remove permissions for existing list views and report folders that should NOT be shared with Partner users. |
|
CV Systems’s Accounts Object is used by two different groups. The sales group needs to populate 10 fields and save the account record. The support group does NOT need to save the same 10 fields on the account record but must be able to run reports on the 10 fields. Which solution should consultant recommend? |
Create separate record types for the sales and support groups. |
|
CV Systems sells to both businesses and individual consumers. Enterprise sales reps sell to businesses only and are reporting that the consumer Accounts are cluttering their search results. This makes it difficult for the reps to effectively search the data. Which option should be explored to help fix the issue? (Choose 2 answers) |
Consider enabling the divisions feature. |
|
CV Systems would like a way to associate a Contact to multiple Accounts. What feature of Salesforce can be used to meet this need? |
Account Contact Roles. |
|
Web-to-lead is a feature of Sales Cloud to support online Lead capture. |
True |
|
Which of the following are setting options for the User Interface (choose 4)? |
Enable Collapsible Sections |
|
The User Interface Settings can be adjusted for individual users |
False |
|
Which are true for the data loader (choose 2)? |
It can load all objects, including custom objects |
|
Choose the Data Management options available in Salesforce CRM (choose 2): |
Mass Transfer Approval Requests |
|
Which three Tabs that are primary to the Salesforce CRM Content application: |
Libraries |
|
Which of the following are a feature on Chatter Tab? |
All of the above |
|
Identify the dashboard component from the list. |
Gauge |
|
Report charting is only available for: |
Summary and Matrix reports |
|
If a case is deleted, which of the following also will be deleted? |
All related events, tasks, case comments, and attachments |
|
Which of the following can be stored in Folders? |
All answers are correct. |
|
Which is a capability of Chatter (choose 3)? |
Receive updates related to records followed by a user |
|
Which of are features of Partner Communities (choose 2)? |
You can display your company logo on a Partner Community. |
|
How can an approval process be approved from a mobile device (choose 2)? |
Login to Salesforce.com. |
|
Auto Response rules work on which objects? |
Leads and Cases |
|
When a lead is converted, Salesforce creates corresponding records in: |
All of the above |
|
Which of the following provide Record Level sharing in Salesforce (choose 2)? |
Organization-Wide Defaults |
|
When accessing an Objects record, a user’s restriction will never be more restrictive than the Organization-Wide Defaults? |
True |
|
What are knowledgable people? |
Signals of Knowledge include how often a person: |
|
How will topic enhancements be used? |
Sapes reps can use topics to organize contacts from a trade show |
|
What are enhancements to communities? |
Members can flag files |
|
What are the enhancements to Case Feed |
drag and drop attachments |
|
What are enhancements to Salesforce Knowledge? |
Access from a new widget |
|
What are Chatter best practices? |
Update profile |
|
What are products? |
the individual items or services that you sell |
|
What is a price book? |
A price book is al ist of products and their associated prices. Each product and it's price is called a price book entry. |
|
What is the Standard Price book? |
The master list of all products and their prices, regardless of price in custom price book |
|
What is the custom price book |
Where the list prices are...offer different prices for different market segments |
|
What is a product shecdule? |
The schedule determines the payment and delivery cycles for a product: |
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As a developer, you are tasked with importing records from a Microsoft Excel file. What would you recommend to avoid duplicate records? |
Use 18 character long record id to match the existing record |
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CV Systems have a SFDC environment with Professional Edition. They need to have a default value as “United States” on standard Country pick-lists of address fields. How would system Admin set the default values for standard Country pick lists? |
Setup > Data Management > State and Country Pick-lists > select a Default Country |
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CV systems have 8-10 pick-list values on opportunity stage field, which has an option of “closed VP approved”. Once the opportunity stage reaches to “closed VP approved”,their CEO want to get an email alert. How would developer accomplish this? |
Work flow – Email Alert |
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CV Systems have recently activated Salesforce (Group Edition) for their client and they would like to utilize the Email to Salesforce feature,Unfortunately, It’s not activated in their org., how would system admin activate this feature? Is it not available with Group Edition? |
Setup > Email Administration > Email to Salesforce > active |
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What is a custom object and how do you locate it in SFDC? |
Custom objects are database tables that allow you to store data specific to your organization in salesforce.com. You can use custom objects to extend salesforce.com functionality or to build new application functionality. |
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CV Systems desires to set configuration to allow one user to see all leads with the Record Type “Lead Record Type A”, all other users should access only their own Leads. How would you do this? |
Set OWD to Private for Leads object and create Sharing Rule based on Record Type |
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Specifying a “Running User” in dashboard means? |
Any user can view all records that the running user role can view |
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To support multi-currency, the developer needs consider two facts?(Choose 2 answers.) |
The System Admin can add additional currencies, once multi currency has been enabled. |
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Which of the following provide Record Level sharing in Salesforce (choose 2)? |
Organization-Wide Defaults, Sharing Rules |
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Identify the dashboard component from the list. |
Gauge |
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What is the definition of dashboard component? |
Dashboard components can be charts, tables, gauges, metrics, or other components (S-Control) that you can create with VisualForce. |
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Which of the following are a feature on Chatter Tab? |
All of the above |
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Which three Tabs that are primary to the Salesforce CRM Content application: |
Libraries |
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Choose the Data Management options available in Salesforce CRM (choose 2): |
Mass Transfer Approval Requests |
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Which are true for the data loader (choose 2)? |
It can load all objects, including custom objects |
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The User Interface Settings can be adjusted for individual users |
False - These are global settings. It is where you show: quick create, enable hoover details,, related lists, inline editing etc |
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Web-to-lead is a feature of Sales Cloud to support online Lead capture. |
True |
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CV Systems would like a way to associate a Contact to multiple Accounts. What feature of Salesforce can be used to meet this need? |
Account Contact Roles. |
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CV systems org admin created a custom object called Service Schedule which they want to use to schedule any type of service for their organization. Within Service Schedule they also created a few custom fields, including 2 look up fields (Account Name & Contact Name). They still need to create another two fields showing a specific number which is located under Accounts and ContactsÂ. These fields must be read only, How can be accomplish this? |
Cross-Object Formulas |
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CV systems would like to add a paragraph of text to the top of the Case Creation page to assist their call center staff in the service cloud module. How would developer implement this in their Service cloud module? |
Create a Custom field with a default value and make it’s page layout ‘Read only’ |
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Define Validation Rule |
Improve the quality of your data using validation rules. Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of “True” or “False”. Validation rules also include an error message to display to the user when the rule returns a value of “True” due to an invalid value. |
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CV Systems have a SFDC environment with Professional Edition. They need to have a default value as “United States” on standard Country pick-lists of address fields. How would system Admin set the default values for standard Country pick lists? |
Setup > Data Management > State and Country Pick-lists > select a Default Country |
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CV Systems have recently activated Salesforce (Group Edition) for their client and they would like to utilize the Email to Salesforce feature,Unfortunately, It’s not activated in their org., how would system admin activate this feature? Is it not available with Group Edition? |
Setup > Email Administration > Email to Salesforce > active |
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What is the app exchange? |
I would like to know a little more about AppExchange.
Resolution The AppExchange is the world's first on-demand application-sharing service. It provides a way to browse, test drive, share, and install applications developed on salesforce.com's on-demand AppExchange platform. |