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c
om ADM 201
Practice Tests and
Flash Cards
Mark Miller
Table of Contents
Table of Contents......................................................................................2
SalesForce.com ADM 201 – Test 1.............................................................3
SalesForce.com ADM 201 – Test 2...........................................................23
SalesForce.com ADM 201 – Test 3...........................................................56
SalesForce.com ADM 201 – Test 4...........................................................88
2
SalesForce.com ADM 201 – Test 5.........................................................122
Test 3 Answer Key................................................................................158
SalesForce.com ADM 201 test – Flashcards...........................................197
SalesForce.com ADM 201 – Test 1
1. Which of these is NOT a Standard SalesForce.com profile?
A. Marketing User
B. Sales User
C. Contract Manager
D. Solution Manager
2. Will data be lost in a custom field if data type is changed to number from any
other data type?
A. Yes
B. No
3. On lead conversion a lead object custom field cannot be mapped to which
3
object custom field?
A. Account
B. Contacts
C. Case
D. Opportunity
4. Dashboards can be created by using standard reports as source reports?
A. True
B. False
5. Which tool should be used to import more than 65000 records in
SalesForce.com?
A. SFDC import wizard
B. Data loader
6. Which of the following is NOT a standard SalesForce.com functionality?
A. Email to Lead
B. Email to Case
C. Web to Lead
D. Web to case
7. Which of the following is not a mandatory field while creating a user record?
A. Profile
B. Role
C. Alias
D. Community Nickname
8. A user successfully login’s at 3:00 PM, what happens at 3:31 PM, if the login
hours for the user’s profile are set from 7:30 AM to 3:30 PM?
A. User is automatically logged out
B. User keeps working continuously without any issues 4
C. User is asked in a popup window if he would like to extend his session
D. User is logged out once he tries to do any DML (Data Manipulation)
operation i.e. save, edit etc.
9. What is the impact on a user of the organization level locale changes?
A. The default locale of the user is also set to the new organization level locale
B. The user is asked for a choice if he would like to choose new organization
locale or his own locale
C. No impact on the user as he keeps using his own default locale
D. From a new session, user will see everything in the new organization locale
10. API’s are not available for use in which SalesForce.com edition?
A. Developer edition
B. Professional edition
C. Enterprise edition
D. Unlimited edition
11. Which Feature is not available in SalesForce.com?
A. Profile based login hours
B. Profile based login IP ranges
C. Organization based login hours
D. Organization based login IP ranges
12. For how many days deleted records are kept in the recycle bin?
A. 15
B. 30
C. 45
D. 60
13. Which of the following is the best way to make the field mandatory for
everyone?
A. Page layout
B. Validation rule
C. Roles & profiles 5
D. Field level security
14. Which of the following is not a standard SalesForce.com application?
A. Service
B. Sales
C. Call Center
D. Community
E. Marketing
15. Which of the field types cannot be used as an external Id?
A. Text field
B. Number field
C. Picklist field
D. Email Id field
16. Which of the following cannot be on the controlling side of the dependent
picklist?
A. Checkbox
B. Custom picklist
C. Standard picklist
D. Multi select picklist
17. Do validation rules get enforced on the lead conversion?
A. Yes
B. No
18. On lead conversion, the close date of the newly created opportunity is
automatically set to?
A. Blank
B. Today ()
C. Last day of current quarter
D. Last day of current month 6
E. Last day of current year
19. Which of the following profile permissions will enables the user to edit any
record, regardless of the sharing model?
A. Customize application
B. View setup and configuration
C. View all data
D. Modify all data
E. None of the above
20. Can an administrator change the profile settings of the standard solution
manager profile?
A. Yes
B. No
C. Depends on the setting of the administrator profile
21. Queues cannot be created on which object in SalesForce.com?
A. Lead
B. Case
C. Account
D. Custom object
22. Which of the following is not a valid business process in SalesForce.com?
A. Sales process
B. Marketing process
C. Lead process
D. Support process
E. Solution process
23. What is the significance of primary master – detail relationship in a junction
object?
A. Look and feel is inherited from primary master object
B. Record ownership is inherited from primary master object 7
C. No such significance
D. Both A & B
24. What happens when you delete an object that is related to a junction object
by a lookup relationship?
A. The junction object is deleted
B. The related fields in the junction object is deleted
C. The master records are deleted
D. The intersection object is deleted
25. Can the user records be permanently deleted from the SalesForce.com?
A. Yes
B. No
C. Depends on profile settings of the administrator
D. User records can be archived so that they are available on request
26. Which of the following objects cannot be imported via the SalesForce.com
Import Wizard?
A. Leads
B. Accounts
C. Opportunities
D. Solutions
27. SalesForce.com record Id’s are identical in?
A. Production and config only Sandbox
B. Production and developer Sandbox
C. Production and full copy Sandbox
D. Record Id’s are always different in different environment
28. A custom field is made read only from the field level security and required
from page layout. The field will be
A. Read only for the user
B. Required for the user 8
C. Throws an error and don’t allow to make read only field mandatory from
page layout
D. User is given a choice in a pop up window
29. Which of the following is not a roll up summary field operation?
A. SUM
B. MAX
C. MIN
D. Count
E. Average
30. How many fields can be enabled for tracking on a custom object?
A. 10
B. 20
C. 30
D. 40
E. None of the above
31. Which of the following is not part of the Profile?
A. User License
B. Page Layout
C. Record Types
D. Field Level Security
E. Roles
32. How many custom summary formula fields are allowed on a single report?
A. 5
B. 10
C. 15
D. 20
E. No limit
9
33. Is it possible for a user to see different set of data in report and in a
dashboard based on the same report?
A. Yes
B. No
34. Which of the following is not an available function in the formula fields?
A. Hyperlink
B. Substitute
C. RPad
D. Vlookup
35. Which of the following cannot be used as a source report for the Analytical
Snap Shot?
A. Tabular Reports
B. Summary Reports
C. Matrix Reports
D. All can be used
36. Which Import functionality of SalesForce.com should be used if one needs to
import the 30000 cases in SalesForce.com?
A. Import Wizard
B. Data Loader
C. Any one of A or B
D. None of A or B
37. All dashboard viewers see data based on the security settings of the Running
User—regardless of their own personal security settings?
A. True
B. False
38. How many custom fields can be created on an object in an unlimited
Edition?
10
A. 100
B. 200
C. 500
D. Unlimited fields
39. Which type of reports can't be used to create groups of data or charts?
A. Tabular
B. Summary
C. Matrix
D. None of the above
40. How many roll up summary fields can be created in the Enterprise edition on
a custom object?
A. 10
B. 20
C. 30
D. No restriction on no. of fields
41. A sales team is a set of users that normally work together on _________ ?
A. Accounts
B. Leads
C. Opportunities
D. Contacts
E. Cases
42. Which feature in SFDC combines a list view and related records into one
screen with different frames so that users have all the information they need
when interacting with SalesForce.com?
A. Accounts
B. Asset
C. Console
D. Call Center
E. Campaign
11
43. On which OWD sharing defaults the sharing rules can’t be defined?
A. OWD is Private
B. OWD is Public Read Only
C. OWD is Public Read Write
D. Sharing rules can be created on any of the above
44. What happens when a user owns an opportunity record but does not have the
read permission on Opportunity object?
A. He still sees the Opportunity record
B. He is not able to see the Opportunity Record
C. This case can never arise
45. Account team is a set of users that normally work together on _________?
A. Accounts
B. Leads
C. Opportunities
D. Contacts
E. Cases
46. Conditional highlighting cannot be used for?
A. Tabular reports
B. Summary reports
C. Matrix reports
D. None of the above
47. You can use conditional highlighting for summary and matrix report only
A. True
B. False
48. Which of the following is an automated process your organization can use to
approve records in SalesForce.com?
12
A. Validation process
B. Approval process
C. Workflow rules
D. Record types
49. Which of the following email template cannot be used to send a mass email?
A. Text
B. HTML with letterhead
C. Custom HTML
D. Visualforce
50. Which of the following object does not support the business process?
A. Lead
B. Account
C. Opportunity
D. Case
E. Solution
51. Which of the following does not need business process?
A. Leads
B. Opportunities
C. Contacts
D. Cases
52. In which of the following edition you can create a managed package?
A. Professional Edition
B. Full Test Sandbox
C. Developer Edition
D. Unlimited Edition
E. Enterprise Edition
53. Can a user restrict access with the help of the sharing rules?
13
A. Yes
B. No
54. Is it possible for users to override their own forecasts and forecasts for users
below them in the forecast hierarchy?
A. Yes
B. No
55. With sharing rules one can make automatic exceptions to the organization-
wide default for defined sets of users.
A. True
B. False
56. An opportunity that reaches the threshold with 80% probability will trigger
additional alerts if the probability subsequently goes higher to 85%.
A. Yes
B. No
C. Depends on the settings
57. Which of the following types of packages can be upgraded?
A. Managed packages
B. Unmanaged packages
C. Both A & B
D. None of the above
58. Which of the following feature allows you to send an email when an
opportunity reaches a threshold value?
A. Validation rule
B. Big Deal alert
C. Opportunity alert
D. Big Ticket email
59. Conditional highlighting only applies to the first summary field column in the 14
table?
A. True
B. False
60. Unmanaged packages do not include locked components but can be
upgraded?
A. True
B. False
61. Auto response rules work on which objects?
A. Leads and Cases
B. Leads and Accounts
C. Accounts and Opportunity
D. Account and Cases
62. Escalation rules only run during the business hours with which they are
associated?
A. True
B. False
63. Customizable forecasting is a prerequisite in order to enable territory
management?
A. True
B. False
64. Running user concept in dashboard allows users to view data which normally
they cannot view?
A. True
B. False
15
65. Can a user create his or her own default sales team?
A. Yes
B. No
66. How many ranges can be defined in the case of a conditional highlighting?
A. 2
B. 3
C. 4
D. 5
67. When are the formula fields re-calculated?
A. Every 15 minutes
B. Every time they are seen
C. After every DML operation
D. Admin can set the time of refresh
68. How do you find out that the approval process is edited?
A. Last modified by field
B. Audit trail
C. History record on approval page layout
D. All of the above
69. How many Solution records can be imported via Import Wizard?
A. 500
B. 5,000
C. 50,000
D. Solution records cannot be imported via Import Wizard
70. Formatting of report is maintained when it is exported via printable view?
A. True
B. False
16
71. Which one is the following is a SalesForce.com definition for a lead?
A. Any person, organization or company that may be interested in your
products and services, not yet customers
B. An organization, individual or company involved with your business such
as customers, competitors and partners
C. Any potential revenue-generating event i.e. “sales deal”
D. Any individual or influencer associated with an account
72. If you delete an email from a case and then delete the case, you will not be
able to retrieve the deleted email from the recycle bin
A. True
B. False
73. On which of these areas data validation rules are enforced but no feedback is
given to users?
A. Lead convert
B. Record merger
C. Web-To-Case
D. SalesForce Mobile
E. Self Service Portal
74. What should be the advanced filter conditions to meet the requirement “Find
contacts owned by Cal that have a title of CFO, functional role of CFO, or
reports to the CFO?
1) Title equals CFO
2) Functional Role equals CFO
3) Reports To equals CFO
4) Contact Owner contains Cal
A. (1 OR 2 OR 3) AND 4
B. (4 AND (2 OR 3)) OR 1
C. (1 OR 2 OR (3 AND 4)
D. (1 AND (2 OR 3)) OR 4
75. How many user records can be imported via Import Wizard? 17
A. 500
B. 5,000
C. 50,000
D. User records cannot be imported via Import Wizard
76. Which of the following is true about page layouts?
A. Control the layout and organization of detail and edit pages
B. Control which fields, related lists, and custom links users see, on detail and
edit pages only
C. Control which standard and custom buttons display on detail pages and
related lists
D. Determine whether fields are visible, read only, or required, on detail and
edit pages only
E. All of the above
77. To email a report to other users, the report must be in a public folder with
access granted to the other users?
A. True
B. False
78. When a field is deleted from the page layout, does it is also deleted from the
object?
A. Yes
B. No
79. When you insert a record using the API, do validation rules are expected?
A. Yes
B. No
80.Scheduled reports run in the time zone of the user who schedules the report.
A. True
B. False 18
81. Reports show only the information you can access whereas dashboards show
information which you even cannot access.
A. True
B. False
82. Which of the following are not controlled by the page layouts?
A. Custom fields
B. Sections
C. Related list
D. Custom button
E. Validation rule error message
83. If a field is visible in the search layout but hidden for certain users via the
field-level security settings then which of the following statement is true?
A. The field-level security overrides the search layout and the field will be
hidden for all users
B. The field will still be visible in search layout to all the users
C. The field-level security overrides the search layout and the field will be
hidden for those users
D. None of the above
84. If a report is run which returns 20,000 records then
A. All 20K records are displayed in the UI
B. First 2K records are displayed in the UI
C. 10 Reports each having 2K records are created
D. Report Fails and an error is reported
85. On deleting a tab from an application ____
A. Deletes the tab from SalesForce.com
B. Deletes the tab from that application
C. Deletes that particular object of whose tab is deleted
D. All of the above
19
86. Which one is the following is a SalesForce.com definition for an opportunity?
A. Any person, organization or company that may be interested in your
products and services, not yet customers
B. An organization, individual or company involved with your business such
as customers, competitors and partners
C. Any potential revenue-generating event i.e. “sales deal”
D. Any individual or influencer associated with an account
87. Which of the following make a user record unique?
A. Profile
B. Email Id
C. Username
D. Role
88. Which of the following is NOT controlled by the page layout?
A. How detail and edit pages are organized
B. Field properties like visible, read-only and required
C. Controlling which fields, related lists, and custom Links users sees
D. Page section customizations
E. Rollup summary
89. What does the dashboard snapshot on the Home Page display?
A. Only the dashboard determined by the system administrator
B. You cannot display a dashboard on the home page
C. The first two rows of any of your available dashboards
D. The first row of any available dashboards
E. The complete dashboard set by the user himself
90. Which of the following can NOT be used to customize your home page
A. Company logo (Image)
B. Dashboard Snapshot
C. Custom links
D. Custom formula field 20
91. Though multiple campaigns can be influential, you can only designate one
campaign as the primary campaign source on the opportunity?
A. True
B. False
92. Customer Portal users can view the tags section of a page, if it is included in a
page layout.
A. True
B. False
93. If custom fiscal years are enabled then you cannot use standard forecasting?
A. True
B. False
94. It is possible for an account to be part of multiple territories?
A. Yes
B. No
95. Case escalation rules triggered on the last modification will be reset each time
a user adds an activity or sends an email from the case record?
A. True
B. False
96. Is it possible to have Sidebar search enabled with Global Search?
A. Yes
B. No
97. Is it possible to report on the converted leads?
A. Yes 21
B. No
98. The opportunities fields of the campaign statistics section on a campaign
detail page will only be populated for the campaign designated as the primary
campaign source?
A. True
B. False
99. Case escalation rules triggered on the last modification will be reset each time
a user adds a related comment to the case?
A. True
B. False
100. For custom object records to appear in search results associated tab only
needs to exist; the tab does not have to be visible to users.
A. True
B. False
22
SalesForce.com ADM 201 – Test 2
1. Will two different users get the same search results on searching for a
common keyword?
A. Yes
B. No
2. Are Tags searchable from standard Search component?
23
A. Yes
B. No
3. What of the following statements is true?
A. Tasks allow you to track the specific actions you plan to perform or have
performed; Email Alerts cannot track specific actions
B. Email Alerts allow you to track the specific actions you plan to perform or
have performed, Tasks cannot track specific actions
C. Email Alerts and Tasks allow you to track the specific actions you plan to
perform or have performed
D. Email Alerts and Tasks cannot track the specific actions you plan to
perform or have performed
4. What do recent items use?
A. Edit page layout
B. Detail page layout
C. Sidebar
D. Related list
5. _________ are words or short phrases that users can associate with most
SalesForce.com records to describe and organize their data in a personalized
way? 24
A. Views
B. Tags
C. Dashboards
D. Home page layout
E. Apps
6. What happens when a user clicks on the Create New Apps option present in
the list of apps section?
A. User is taken to a create new app page in SalesForce.com
B. User is taken to App Exchange
C. User is taken to developer.force.com page
D. None of the above
7. __________ are a collection of Force.com components and applications
that are made available to other organizations through the AppExchange.
A. Application
B. Object
C. Workflow rules
D. Packages
E. Visual Force page 25
8. You can set the tab as a landing tab while creating the tab for the object?
A. True
B. False
9. Which is the new type of dashboard chart to make entry in Spring’11 release?
A. Waterfall chart
B. Organization chart
C. Scatter
D. Gauge
E. Metric
10. Which of the following is used for automatically opening records by an
administrator when they meet a data trigger point?
A. Manual sharing
B. Criteria based sharing rules
C. OWD
D. None of the above
11. In Spring’11 SalesForce.com release dynamic dashboards have been launched 26
for which edition:
A. Developer Edition
B. Professional Edition
C. Enterprise Edition
D. Unlimited Edition
12. Which of the following events are allowed while writing a trigger on feeds
item and feed Comment object?
A. Insert, Update
B. Insert, Delete
C. Insert, Undelete
D. Update, Undelete
E. Insert, Update, Delete
13. You can share the dashboard components snapshot with everyone in the
company with chatter?
A. No, we cannot share with the company
B. No, we cannot share with people who do not have access to the dashboard
C. Yes we can share, but only people having access to dashboard will be able
to see the data
D. Yes and everyone will be able to see it regardless of access to dashboard
27
14. Inline editing is available in visual force pages?
A. True
B. False
15. With Spring’11 release now you can have photos in dashboard components?
A. No
B. Yes but only in tables
C. Yes in every type of chart
16. Which of the following are new features on Chatter tab?
A. Like
B. @Mention
C. Live updates
D. All of the above
17. Which of the following is the new workflow feature of Spring’11 release?
A. Workflow rules
28
B. Flows
C. Field update
D. Outbound messages
18. Field Sets works on both standard as well as custom objects?
A. True
B. False
19. Which combination of objects is available when creating a custom report type
for chatter reports? Choose two.
A. Opportunities, Followers, User Feed
B. Accounts, User Feed, Comments
C. Users, User Feed, Comments
D. Chatter Groups, Members
20. Which of the following settings directly affects date fields to display as
MM/DD/YYYY?
A. Locale
B. Time zone
C. Language
D. Default currency 29
21. Where do you go to create a list view so that you can see it on the console,
under the accounts object?
A. Create a list view on the Console
B. Create a list view on Accounts
C. Create a list view on Contacts
D. Create a field on the Console
22. Which of the following statements are true about data validation? Choose
two.
A. Validation rules apply to all new and updated records for an object.
B. Validation rules can update fields which are not included in a page layout.
C. Validation rules can reference fields which are not included in a page
layout.
D. If an error message is not set, a default message will be prompted instead.
E. All of the above.
F. None of the Above.
23. Which type(s) of file(s) is accessible through Content?
A. PPT and video files only. 30
B. SalesForce CRM content can include all file types.
C. Files attached to a chatter profile post.
D. Video files.
E. Microsoft® PowerPoint presentations.
24. What is parallel approval routing?
A. When you can mass assign your locked records to users in your same role
B. The ability to send approval requests to yourself multiple times, so you
can approve a record
C. The ability to take back approval requests once you have sent them
D. The ability to send approval requests to multiple approvers in a single
step
25. Chatter Desktop is not available in which SalesForce Edition?
A. Free Edition
B. Group
C. Professional
D. Developer
E. Enterprise
F. Contact Manager
31
26. The account owner, opportunity owners, and case owners may or may not be
the same user.
A. True
B. False
27. Which file types can you use when exporting reports? Choose two.
A. You cannot export a report. You can only email it.
B. Comma Delimited (.csv)
C. Excel (.xls)
D. PDF
28. A standard profile that has standard user permissions and can manage
published solutions and solution categories
A. Marketing Profile
B. Contract Manager
C. System Administrator
D. Marketing User
E. Solution Manager
29. Which of the following are setting options for the user interface? Choose four. 32
A. Enable collapsible sections
B. Show quick create
C. Show customer sidebar components on all pages
D. Transfer all open opportunities
E. Enable drag-and-drop scheduling on list views
30. The Report Builder is different from the Report Wizard.
A. True
B. False
31. SalesForce.com archives older activities according to which of the following
conditions:
A. Closed events 180 days old
B. Events with a due date greater than 365 days old
C. Open tasks with a due date greater than 365 days old
D. Closed tasks with a due date greater than 365 days old
E. Closed tasks without a due date that were created more than 365 days ago
32. IF(ISPICKVAL(picklist_field)) has the same output as:
33
A. VAL(picklist_field)
B. CASE(picklist_field)
C. CASE("picklist_field")
D. Picklist_field(VALUE)
33. At this click path Setup > App Setup > Customize > Tab Names and Labels >
Rename Tabs and Labels you can rename the Tab Names of standard objects.
A. True
B. False
34. Is identity confirmation necessary if a user's IP address is known and browser
cookie exists?
A. Yes
B. No
35. What is the maximum number of records to be printed in the printable view
of a list view?
A. 2000
B. 100
C. 1000
34
D. 200
36. Are custom object reports accessible when you add a custom object tab?
A. Yes
B. No
C. Only if the object is not related to any other object
37. What is not found on a company profile?
A. Language, Locale, and Time Zone
B. Profiles
C. Licenses
D. Storage and Used Space
E. Manage Currencies
F. Fiscal Years
38. Custom Report Types (CRT) allows you to build a framework from which
users can create and customize reports in the report wizard but not in report
builder.
A. True
B. False
35
39. A profile is a collection of settings and permissions that determine what the
user can do with records they have access to and how they view those records.
A. True
B. False
40. When are data validation rules enforced?
A. Upon opening the record
B. Upon closing the record
C. Upon editing a field
D. Upon saving a record
41. System Administrators have this permission by default.
A. None of these
B. Report Wizard
C. Report Builder
D. Both Report Wizard and Report builder
42. The SalesForce Console is an example of what?
36
A. API
B. Third Party Web integration/Application
C. UI
D. Java Script
43. What is the click path to enable Enhance Profile Management?
A. Setup | Customize | User Interface
B. Setup | Manage Users | Profiles
C. Setup | Profiles | Customize
44. Custom formula fields can reference other custom formula fields including
themselves.
A. True
B. False
45. You must run the report before you can print or export it because the
Printable View and Export details buttons are not available in the report
builder.
A. True
B. False 37
46. Which SalesForce editions provide option for customizing profiles? Choose
two.
A. All Editions
B. Unlimited, Developer and Enterprise Editions
C. Professional, Unlimited, and Developer Editions
D. Enterprise, Unlimited, and Developer Editions
E. All except Group Edition
F. All except Professional Edition
47. How many profiles can load in a single list view with Enhanced Profile
Management enabled?
A. 300
B. 500
C. 200
D. 1000
48. Which is a capability of the new Service Cloud console? Choose three.
A. It provides data visibility by combining a list view and related records on
one screen.
38
B. It allows agents to view key record information in the highlights panel.
C. It preserves the context of calls using primary tabs and sub tabs.
D. It allows access to data by opening each record in a new window.
E. It allows agents to take notes in an interaction log while in a call.
49. User A modifies a record. This modification triggers a workflow rule for
immediate execution that includes a field update on the current record. After
the execution is complete, what user will be listed under the Last Modified
field of this record?
A. User A
B. The designated workflow user
C. The default workflow user
D. The last user to modify the record prior to user A
50. How do Locale settings affect your exported CSV file?
A. It doesn't affect anything.
B. It determines the delimiter.
C. It determines the encoding.
D. It determines the encryption.
51. What are two sources from which cases can be created? Choose two.
39
A. Web-to-Lead
B. Web-to-Web
C. Email-to-Case
D. Connect for Outlook
52. Which report format summarizes data in a grid against horizontal and
vertical criteria and provides totals for both rows and columns?
A. Summary
B. Matrix
C. Tabular
53. Every profile, including profiles associated with Customer Portal users must
have at least one visible app.
A. True
B. False
54. Which statements are true about Cloud Scheduler? Choose three.
A. It is available in Group, Professional, Enterprise, Unlimited, and
Developer Editions only.
B. Cloud Scheduler is now enabled by default for all organizations.
40
C. You can automatically see the New Meeting Request button on all eligible
contact, lead, and person account detail pages.
D. Meeting organizers cannot use Cloud Scheduler to request meetings with
customers, and have customers select preferred times before confirming
the meeting.
E. Administrators can add or remove the New Meeting Request button on
multiple page layouts using the new Cloud Scheduler quick setup method.
55. Clients do not have to enable Customizable forecasting before they can ask
SalesForce to activate Territory Management.
A. True
B. False
56. What happens when you convert a Lead and an existing account and contact
have the same name as the one specified on the lead?
A. The account and contact will automatically be overwritten.
B. A new account and contact will be created with different SalesForce ID.
C. You can choose to update the existing account and contact.
D. The records will automatically update.
E. The conversion will fail.
57. You cannot use the browser's print function to print reports.
41
A. True
B. False
58. This helps you manage the complete lifecycle of customer service, from
logging cases to suggesting and delivering solutions across multiple channels,
including Web self-service and live agent support
A. Ideas
B. Community
C. None of the Above
D. Sales Cloud
E. Service Cloud2
F. Sales Cloud2
59. What is the default report format for new reports created in report builder?
A. Summary
B. Tabular
C. Matrix
60. Which of the following are part of the Sales Cloud 2? Choose four.
42
A. Accounts and Contacts
B. Cases
C. Marketing and Leads
D. Solutions
E. Content Library
F. Opportunities and Quotes
61. Which of the following are standard SalesForce applications?
A. Ideas
B. Campaigns
C. Administration
D. Call Center
E. Sales Center
62. What can an administrator customize for the Service Cloud console? Choose
three.
A. Whether the record opens as a primary tab or sub tab
B. The fields displayed in the highlights panel
C. The interaction log fields displayed for objects without an Activity History
related list
D. Whether the SoftPhone displays in the footer or sidebar
43
E. The objects displayed in the navigation tab
63. Which is a consideration when creating a drill-to-detail dashboard
component?
A. The dashboard component type must be a gauge.
B. Drill-to-detail must be enabled on the custom report type.
C. The source report must be stored in the drill-to-detail folder.
D. The source report must be grouped by record name, record owner, or feed
post.
64. Which can be accessed by a Chatter Free user? Choose four.
A. People
B. Content
C. Profiles
D. Groups
E. Files
F. Leads
65. This type of relationship links two objects together, but it has no effect on
deletion, record ownership, or security, and the lookup relationship field is
not required in the page layout.
44
A. Lookup Relationship
B. Master-Datail Relationship
C. Master-Detail-Sub detail Relationship
66. When you delete a Contact, it's associated Campaign Member record is
deleted as well.
A. True
B. False
67. Data Validation rules is not supported in which SalesForce edition?
A. Contact Manager
B. Group
C. Professional
D. Developer
E. Unlimited
F. All Editions are supported
68. Printable View does not save all the report formatting.
45
A. True
B. False
69. Which data can be synched using the new SalesForce for Outlook?
A. Custom objects
B. Events
C. Leads
D. Contacts
70. Time-dependent workflow will not work with which type of workflow
evaluation criteria?
A. Only when a Record is created
B. Every time a Record is created or edited
C. Every kind of workflow evaluation criteria
D. When a Record is edited and it didn’t previously meet the rule criteria
71. Up to 25 custom lookup fields can be defined per object.
A. True
B. False
72. Spring '11 includes a managed version of Chatter Desktop for enterprise
deployments, and administration controls for controlling access to Chatter 46
Desktop in your organization.
A. True
B. False
73. Record locking prevents users from editing a record only if they have certain
field-level security or sharing settings.
A. True
B. False
74. Can a Standard User Profile import members into a campaign?
A. Yes.
B. No.
C. Only if they have "Import Campaign Members" permission checked.
D. Only if they have "Modify All Data" permission checked.
75. The record owner is a user or a queue that has control or rights to a particular
data record.
A. True
B. False 47
76. Standard reports are visible through the Reports search.
A. True
B. False
77. A System Administrator can edit a profile to:
A. Prevent a user from viewing custom tabs
B. Prevent the use of Mass email
C. Deny a user access to other users leads
78. What is a Dashboard made of? Choose two.
A. Tables
B. Summary Reports
C. Charts
D. Gauges
79. What is one advantage of SalesForce CRM? Choose three.
A. Companies can seamlessly integrate their servers to SalesForce database
for faster performance. 48
B. Companies only need to maintain a compatible browser and a reliable
internet connection.
C. In house Servers can be acquired cheaper than normal
D. None of the above
E. All of the above
80.Mail Merge is available in which SalesForce Editions?
A. All except Professional
B. Professional and Enterprise
C. Professional, Developer and Enterprise
D. Enterprise and Developer only
E. Developer, Enterprise and Unlimited only
F. All editions
81. If the System Administrator set a user to create only a certain record type,
this user's ability to view other record types is affected.
A. True
B. False
82. What is the maximum number of values you can have in a picklist?
49
A. 500
B. 250
C. 600
D. 1000
E. 2000
83. When converting a lead, what values are transferred to the opportunity?
A. Amount = Lead Amount
B. Close Date = Today
C. Close Date = Last day in fiscal quarter
D. Stage = First stage in list
84. SalesForce is which of the following. Choose two.
A. SalesForce Automation
B. Marketing Management
C. Customer Support Management
D. Campaign Management
85. Which of the following relationships are correct? Choose three.
50
A. Lead, Contacts, and Opportunities can be associated to only one
Campaign
B. Leads and Contacts can be associated to several Campaigns, but an
Opportunity can have only one Campaign
C. Leads and Opportunities can be associated to several campaigns, but
Contacts can only have one Campaign
86. A Workflow Approval process may be used for all of the following objects
EXCEPT:
A. Opportunity
B. Users
C. Assets
D. Contracts
87. Which of the following features is not available in Professional Edition?
A. Big Deal Alert
B. Workflow
C. Account Sharing Rules
D. Multi-Currency
88. The formula editor may be used all of the following places EXCEPT
51
A. S-Control
B. Formula Field
C. Default values on Standard Fields
89. If you are added to a Sales Team with read/write access you then have the
ability to extend sharing on the opportunity to other users.
A. True
B. False
90. A Workflow rule can only be triggered when a record is created.
A. True
B. False
91. Which of the following fields CAN NOT be a controlling field for Dependent
Picklists
A. Standard Picklist
B. Custom Picklist
C. Custom Multi-Select Picklist
D. Standard Checkbox
E. Custom Checkbox
52
92. When you have exceeded your general storage limit, you can use your
complimentary document storage for additional space.
A. True
B. False
93. To make a field required, which of the following is used) (Pick the best
possible answer)
A. Page Layout
B. Field Level Security
C. Profile
D. Both Page Layout and Field Level Security
94. What type of information can NOT be shown with an S-Control Dashboard
component?
A. Combination of two other Dashboard components
B. External feed of data
C. Data Warehouse information
D. Flash representations of data
95. A new list view can be created from within the console 53
A. True
B. False
96. All of the following are default Account record types- with Client
Management EXCEPT:
A. Account Tab Default
B. Business Account Default
C. Person Account Default
D. Partner Account Default
97. You must be a user of SalesForce.com in order to receive an email notification
in the case escalation process
A. True
B. False
98. If a lead is converted without a value in the company field, what happens?
A. A Business Account is created
B. A Person Account is created
C. You will be prompted to decide whether to create a Person or a Business 54
Account
D. Nothing
99. Which of the following best describes the Opportunity Stage History related
list?
A. By default the list shows, ALL changes made on the opportunity record
B. The list tracks Stage, Amount, expected Amount, Probability, and Close
Date changes
C. The list can be customized to show changes to specific fields on the
opportunity
D. None of the above
100. An Approval Process begins when a record is:
A. Created
B. Saved
C. Edited
D. Submitted for Approval
55
SalesForce.com ADM 201 – Test 3
1. Time based workflow can be triggered every time a record is created or
edited
A. True
B. False
2. When you add a custom object tab, all of the following will be accessible 56
with the object EXCEPT
A. Recent Items
B. Sidebar Search
C. Added to New Link/Create New Object Drop Down
D. Custom Object Reports
3. When you delete a lead from a campaign, it deletes the lead record itself.
A. True
B. False
4. Which of the following SF applications enables organizations to speed and
streamline all phases of sales?
A. SF ideas
B. SF content
C. SF Automation
D. SF Customer service and support
5. All of the following objects may have a queue EXCEPT
A. Accounts 57
B. Cases
C. Leads
D. Custom Objects
6. You can use standard reports when creating Dashboards
A. True
B. False
7. Case escalation rules triggered on the last modification will be reset each
time a user does which of the following actions?
A. Reads the case
B. Adds a related comment to the case
C. Adds an activity or sends an email from the case record
D. Edits the case
E. All of the above
8. Who can select the "sharing" button on Account and Opportunity
records?
A. The Record Owner, System Administrator, and a User shared to
the record
B. The Record Owner, a User shared to the record, and any User
above the Record Owner in the Role Hierarchy 58
C. The Record Owner, a User above the Record Owner, and the
System Administrator
D. The Record Owner and System Administrator
9. Which of the following components is the central repository to manage all
presentations, collateral and documents?
A. Accounts and contacts
B. Content library
C. Real-time analytics
D. Partner
10. You are working with a Professional Edition organization. They
wish to install the Expense Tracker which requires the use of 4 custom
tabs, 3 custom objects, and one custom app. If the company is already
using 4 applications, 36 custom objects, and 7 custom tabs, what will
happen when they try to install Expense Tracker?
A. They will not be able to complete the installation process as they
have reached the maximum number of custom tabs
B. They will not be able to complete the installation process as they
have reached the maximum number of custom objects
C. The installation will succeed
D. The installation will succeed, but only the reports,
59
11. What type of report cannot be used to run a dashboard report?
A. Tabular
B. Matrix
C. Summary
D. None of the above
12. Your organization is a US-based company with a default currency of US
Dollars. As a sales rep, your personal currency set to British Pounds. You
create an opportunity with a currency in British Pounds. The
administrator updates the currency conversion rates. Which of the
following best describes what happens to the amount of your British-
Pound-based opportunity?
A. The overall opportunity amount does not change but the converted
amount in a report does.
B. The overall opportunity amount and converted amount in a report
changes
C. Only newly created opportunities reflect the change
D. Only historically created opportunities reflect the change
13. Custom Links can be used for the following:
A. Launching an External URL
B. Running an S Control
60
C. Running a report
D. All of the Above
14. It is possible to share a custom object record manually
A. True
B. False
15. You can customize the Opportunity Stage History related list on an
Opportunity Page Layout.
A. True
B. False
16. It’s possible to view a forecast based on all of the following
EXCEPT:
A. Territory
B. Product Family
C. Date Range
D. Sales Team
17. Which of the following does a Profile control?
61
A. Username and Password
B. Role level access
C. Read, Create, Edit, and Delete permissions
D. Sharing rules
18. If a lead, with a single marketing campaign is converted, the campaign
information will map to the newly created contact and opportunity record
automatically
A. True
B. False
19. When a manager overrides a subordinate's forecast, the subordinate can
see the manager's override
A. True
B. False
20. Related Lists display the many side of a one-to-many relationship
A. True
B. False
21. Case Assignment Rules are based on elapsed time 62
A. True
B. False
22. Which of the following are true about Master/Detail relationship
in custom objects? Choose two.
A. Sharing is inherited from parent
B. Child needs to be manually deleted when parent is deleted
C. only child fields are available for reporting
D. Lookup field child is required
23. When test driving an application on the AppExchange Directory, it is not
possible to view the S-Control configurations of that application
A. True
B. False
24. Validation rules may evaluate an opportunity line item against the
opportunity it's associated with
A. True
B. False
63
25. An S-Control may be all of the following EXCEPT:
A. HTML
B. XML
C. URL
D. Snippet
26. If a profile does not have access to an application, that profile will also not
have access to the tabs and objects of that application
A. True
B. False
27. Which type of field cannot have universal requiredness?
A. Lookup
B. Text
C. Email
D. Number
28. Custom Web Tab may consist of all the following EXCEPT:
64
A. A URL
B. A URL that passes salesforce.com data like an organization's name
C. An S-Control
D. An S-Control snippet
29. Custom lead fields can be mapped to which sets of objects in
salesforce.com?
A. Account, Contact, Opportunity, or Campaigns
B. Account, Contact, or Opportunity
C. Account or Contact Only
D. Contact or Opportunity Only
30. You can create the following Email Template Formats: Choose 4
A. Text
B. Visual Force
C. HTML with Letterhead
D. XML Templates
E. Custom HTML
31. Once a field is hidden from a Profile using 'Field Level Security', a User
associated to that Profile can still see the field using the following:
A. List Views
65
B. Reports
C. Search
D. None of the above, the user cannot see the field at all
32. Is it possible to relate a person account to a contact on a business
account?
A. True
B. False
33. Your customer is using Professional Edition. They want the ability
to trigger an email every time an opportunity reaches 90% and the
amount of the opportunity is one million dollars. What is the best way to
accomplish this?
A. Big Deal Alert
B. Workflow Rule
C. Escalation Rule Entry
D. Assignment Rule Entry
34. How is the expected revenue calculated in the opportunity?
A. Amount multiplied by the total price of all opportunity line items
B. The sales price on any line item times the probability of the 66
opportunity
C. Opportunity Amount multiplied by the probability
D. Amount multiplied by the discount percent
35. A custom lookup field can be added to create a relationship between a
standard object and which of the following objects?
A. Users and Custom Objects
B. Leads, Accounts, Contacts and Custom Objects
C. Users, Custom Objects and Campaigns
D. Custom Objects, Contract and Campaigns
36. Assume the Organization Wide default sharing is set to private for
all objects and no sharing rules have been created. You have two users in
the Sales Rep Role; can they view each other's data?
A. Yes
B. No
37. Based solely on the role hierarchy a manager can do all of the following
EXCEPT:
A. View, edit, delete, and transfer his/her and his/her subordinates
records 67
B. Extend sharing on both his/her and his/her subordinate's records
C. View all folders his/her Subordinate has access to, i.e., Reports,
Documents, and Email Templates
D. View records his subordinate does not own but can view
38. When you delete a parent record, you will also delete the child record if
that child record has a lookup relationship to the deleted record
A. True
B. False
39. Which action must be taken to view contacts associated with a case in the
console?
A. The related lists of the case page layout must be modified
B. The custom links of the case page layout must be modified
C. The related object of the case page layout must be modified
D. The mini page layout of the case page layout must be modified
40. All fields on the Approval page layout are available to view on the
Approval History related list
A. True
68
B. False
41. The formula editor may be used all of the following places EXCEPT:
A. S-Control
B. Formula Field
C. Default Values on Standard Fields
D. Workflow Field Updates
42. All of the following are types of AppExchange Applications EXCEPT:
A. Composite
B. Client
C. Provisional
D. Native
43. All of the following are true about Default Sales Teams EXCEPT:
A. Default Sales Teams are configured on a user record
B. Default Sales Teams may be added manually to an opportunity
record
C. Default Sales Teams may be added automatically to an opportunity
D. Default Sales Teams may be added manually to an account record
69
44. Which one does NOT apply to Custom Formula Fields:
A. Custom Formula Fields can reference other formula fields
B. Custom Formula Fields can reference standard fields
C. Custom Formula Fields can reference custom fields
D. Custom Formula Fields can calculate across objects
45. Users can be deleted from salesforce.com
A. True
B. False
46. When configuring Customizable Forecasting, you can set which of the
following Forecast Dates for determining which opportunities contribute
to the forecast?
A. Opportunity Close Date Only
B. Product Date Only
C. Schedule Date Only
D. Commit Date
E. Opportunity Close Date, Product Date, Schedule Date
47. Select the best component to use if you want to list the top five sales
performers on a dashboard. 70
A. Chart
B. Table
C. Metric
D. Gauge
48. Custom formula fields are recalculated:
A. Nightly
B. Every twenty minutes
C. Once per user session
D. Each time a user views the record
49. What are the opportunity defaults when converting a lead to an
opportunity?
A. Stage Defaults to first option in the picklist, close date defaults to
the last day in the quarter, and the amount defaults to blank
B. Stage defaults to first option in the picklist, close date defaults to 3
months from conversion date, and amount defaults to blank
C. User defines amount, close date, and stage upon conversion
D. None of the above
71
50. What is the difference between the Marketing User Profile and the
Marketing User checkbox at the User level?
A. They are the same thing
B. Marketing User Profile allows users to create and edit Campaigns
Marketing User checkbox allows users to import Leads.
C. Marketing User Profile allows users to import Leads. Marketing
User checkbox allows users to create and edit Campaigns.
D. None of the Above
51. How many other fields may a custom lead field be mapped to when
converting a lead?
A. One custom field
B. Two custom fields
C. Three custom fields
D. Custom lead fields cannot be mapped
52. Folders are used to manage:
A. Either Reports, Price Books, Documents. or Email templates
B. Either Reports, Dashboards, Documents, or Products
C. Either Reports, Dashboards, Documents, or Email templates
72
D. Either Reports, Dashboards, Documents, or Other Folders
53. Is it possible for a Page layout to be associated with a Record Type.
A. True
B. False
54. Which of the following object relationships is NOT allowed?
A. Standard object as the "master" and a custom object as the detail
B. Custom object as the master" and a standard object as the detail
C. Custom object as a lookup to a standard object
D. Custom object as a lookup to a custom object
55. All of the following actions may take place on a Workflow Rule EXCEPT:
A. Outbound API message
B. Update Field
C. Create a Task
D. Create an Event
56. All of the following may be used when updating a record using the
AppExchange Data Loader EXCEPT: 73
A. External Id
B. Parent External Id
C. Record Id
D. Record Number
57. Record Type may determine the default value of a picklist field.
A. True
B. False
58. With Client Management enabled, when a lead is converted without a
value in the company field, it becomes a person account.
A. True
B. False
59. The Campaign ROI Analysis Report uses which of the following
calculations to determine the ROI percentage for a campaign?
A. Total Amount of Opportunities / Expected Revenue
B. Amount of Won Opportunities / Budgeted Cost
C. Expected Revenue / Budgeted Cost
74
D. (Amount of Won Opportunities minus Actual Cost) / Actual Cost
60. Who may be assigned a workflow task? There are 4 correct
answers
A. A single user
B. Multiple users
C. The Record owner
D. The Record creator
E. An Account team role
F. A Sales Team Role
61. The difference between an opportunity record type and a sales process is:
A. The sales process controls the stage field, the record type controls
all other picklist fields
B. The record type controls the stage field, the sales process controls
all other picklist fields
C. The record type controls the picklist fields
D. The sales process controls all picklist fields
62. An S-Control may be used in all of the following ways EXCEPT:
A. Dashboard Component
B. Custom Button
C. Custom Link
75
D. Import Wizard
63. Assets are related to which of the following sets of objects?
A. Opportunities, Products, Cases, Accounts, and Contacts
B. Products, Cases, Accounts, and Contacts
C. Cases, Contracts, Accounts, and Contacts
D. Opportunities, Cases, and Accounts
E. Opportunity Line Items, Cases, Accounts, and Contacts
64. All of the following may be uploaded to the AppExchange Directory
EXCEPT:
A. Custom Tabs
B. Custom Fields on Custom Objects
C. Custom Fields on Standard Objects
D. Custom Assignment Rules
65. Which objects can be customized for history tracking?
A. Solutions, Cases, Leads and Opportunities
B. Cases, Leads, Solutions, Contracts, and Custom Objects 76
C. Campaigns, Contracts, Custom Objects, and Solutions
D. Opportunities, Leads, and Contracts
66. Fields hidden using Field Level Security are subject to Data Validation
Rules.
A. True
B. False
67. You have Read only access to an account, can you add a task or event to
the account?
A. True
B. False
68. Custom Formula fields do Not support which of the following functional
expression?
A. Adding multiple records together
B. If/then/else conditional statements
C. Clickable image buttons
D. Combine text strings together
77
69. A service portal user may close their cases using Suggested Solutions in
the self-service portal.
A. True
B. False
70. Default values are available for standard text fields
A. True
B. False
71. All of the following are true about Opportunity Pipeline and Forecast
reporting EXCEPT:
A. Pipeline reports may include omitted opportunities from the
forecast
B. Forecasts may be overridden
C. Pipeline reports may be overridden
D. Opportunity stages may be used to determine the forecast category
of an opportunity
72. Recent Item and Look up Hover Views use the
A. Sidebar 78
B. Edit Page
C. List Views
D. Related Lists
73. Name one place where inline Editing is not currently possible.(Choose 2
answers)
A. List Views
B. Related Lists
C. Edit Page
D. All of the above
74. Searches and Filters that take a long time may be cancelled?
A. True
B. False
75. What information does the Company Profile Hold? Choose three.
A. Language, Locale, and Time Zone
B. Licenses, Storage and Used Space
C. Fiscal Year
79
D. Forecasting
E. None of the above
76. What information may be updated on the Company Profile?
Choose three.
A. Language, Locale, and Time Zone
B. Fiscal Year
C. Primary Contact and Address Information
D. Forecasting
E. All of the above
77. Standard Fiscal Years are periods that follow Gregorian calendar, but can
start on the first day of any month of the year.
A. True
B. False
78. Custom Fiscal years are for companies that break down their fiscal years,
quarters, and weeks in to custom fiscal periods based on their financial
planning requirements.
A. True
B. False
80
79. Forecasting can be used with Custom Fiscal Years
A. True
B. False
80.Customizable Forecasting must be enabled for use with Custom Fiscal
years.
A. True
B. False
81. Where are active currencies located? Choose two.
A. Security Control
B. User record (Personal Setup)
C. Company Profile
D. None of the above
82. All the following are Main Setup areas in Salesforce.com EXCEPT?
A. Personal Setup
B. App Setup
81
C. Data Setup
D. Administration Setup
83. What does a Profile Control? Choose four.
A. Access to Application
B. Record Type Access
C. Permissions
D. Data Visibility
E. Hours of IP Address
84. When are Formula Fields recalculated?
A. Calculated automatically
B. Every 15 Minutes
C. Nightly
D. After Edits / Save
85. For which objects you have business processes? Choose four.
A. Lead
B. Opportunity
82
C. Case
D. Account / Contact
E. Solutions
86. How many fields (columns) can be displayed on a Customizable Related
List?
A. 50
B. 10
C. 25
D. 100
87. A check box can be a controlling field in a field dependency:
A. True
B. False
88. You can use a Custom Lookup field to create a relationship between an
opportunity and a contact.
A. True
B. False
89. What determines a unique User Record? 83
A. User Name
B. Standard Profile
C. Custom Profile
D. User Role
90. It is possible for a User to own a record and not see it if they don’t have
the Read Permission to the Object.
A. True
B. False
91. What can a Task do that an Email Alert Cannot do? Choose 2 answers
A. Tasks allow you to track the specific actions you plan to perform or
have performed
B. Email Alerts cannot track specific actions.
C. Email Alerts allow you to track the specific actions you plan to
perform or have performed
D. Tasks cannot track specific actions
92. What do you need to specify when you schedule a report?
84
A. You need user with Marketing Profile to “Schedule Reports”
B. You need user permission to “Schedule Reports”
C. You need user to have a Manager Role
D. Click Run Report and choose Schedule Future Runs... from the
drop-down button.
93. In order to Enable Territory Management you should have:
A. Standard Profile
B. Customizable Forecasting
C. Enable Forecasting
D. All of the above
94. What is a Managed Package? Choose two.
A. A managed package is a collection of application components that
are posted as a unit on AppExchange
B. They differ from unmanaged packages in that some components
are locked, allowing the managed package to be upgraded later.
C. Allows the system Administrator to modify the application
D. Managed packages do not include locked components and cannot
be upgraded
95. Where will a Campaign associated with a Lead be visible? Choose 2 85
answers
A. Campaign Related List
B. Campaign History Report
C. Lead History Report
D. Opportunity Related List
96. To rename a Standard Field, where do you make the changes?
A. On Standard a Profile
B. On a Page Layout
C. Manually change on the Object
D. All of the above
97. What needs to be specified to schedule a Report? Choose two.
A. Objects
B. Date Range
C. Location
D. Frequency
98. Which of the following does Salesforce CRM provide for restricting login
access to the application? Choose 3 answers 86
A. Profile-based IP restrictions
B. Organization-wide IP restrictions
C. Profile-based login hour restrictions
D. Organization-wide login hour restrictions
99. Which of the following is a standard Profile
A. Sales User
B. Marketing User
C. Invoice Manager
D. Contract Manager
100. To enable Advanced Currency Management for an organization, an
administrator must.
A. Have Unlimited Edition licenses
B. Request a feature license from saleforce.com
C. Enable Customizable Forecasting
D. Enable Multiple Currencies
87
SalesForce.com ADM 201 – Test 4
1. You can map a custom lead field to only one of the following objects at a
single instance. Choose two.
A. Account
B. Contacts
C. Cases
D. Opportunities
88
2. Universally required fields always display on edit pages regardless of field-
level security.
A. True
B. False
3. If you change the data type of any custom field used for lead conversion, that
lead field mapping will be deleted
A. True
B. False
4. The automated case user will be listed on the case history for all actions that
are system defined, including:
A. When a case is automatically assigned using assignment rules
B. When a case is escalated
C. When a case is created online via Web-to-Case
D. When a workflow is triggered
5. Organization-Wide Default Sharing Rule for Calendar Access Default is as
Follows:
89
A. Hide Details
B. Hide Details and Add Events
C. Show Details
D. Show Details and Add Events
6. Both accounts and users can exist in multiple territories.
A. True
B. False
7. You must meet the following prerequisites before enabling territory
management: Choose two.
A. Your organization must be using customizable forecasting
B. Follow the steps in the Deploying Territory Management Guide to prepare
your organization for territory management.
C. You must have the Marketing User Profile
D. You must have the Territory Manager Profile
8. What is Force.com Platform? Choose three.
A. Customize, integrate and create enterprise applications as a service and
without software. 90
B. Point-and-click customization tool
C. Customize standard applications provided by Salesforce.com or build
their own on-demand applications
D. Modify the applications to meet your needs – (No- Coding)
E. Group standard and custom tabs into new custom applications
9. What is Force.com Builder? Choose three.
A. Point-and-click customization tool
B. Group standard and custom tabs into new custom applications
C. Modify the applications to meet your needs – (No- Coding)
D. Customize standard applications provided by Salesforce.com or build
their own on-demand applications
E. Build custom Applications
10. What is Salesforce.com Partner Portal? Choose two.
A. Use your company logo on a Partner Site
B. Develop Partner Application on Force.com Platform
C. Data goes into your Salesforce objects through a third party site
D. Create Interactive Communities
E. All of the above
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11. Following are the Custom Business Objects EXCEPT:
A. Use Force.com builder to build your own objects
B. Standard Salesforce.com Objects
C. Capture key, related information that applies to your business
D. Correlate to tables in the database
E. All of the above
12. A Profile can have many users, but a user can have only one profile.
A. True
B. False
13. You CANNOT delete standard fields but you can remove non-required
standard fields from a page layout
A. True
B. False
14. Reports and views are not renamed based on the new label value
A. True
B. False 92
15. Custom Picklist fields can be either controlling or dependent fields
A. True
B. False
16. Maximum number of values allowed in a controlling field is :
A. 500
B. 100
C. 300
D. 200
17. Multiple record types may be created for every tab, with the exception of:
Choose Three.
A. Home
B. Accounts
C. Forecasting
D. Opportunity
E. Reports
18. A Record Owner has the following privileges: Choose Three. 93
A. View and Edit Capabilities
B. Transfer Capabilities
C. Deletion Capabilities
D. Import Leads Capabilities
E. Import Opportunity Capabilities
19. You can use Sharing Rules to grant wider access to data. You cannot restrict
access below your OWD levels.
A. True
B. False
20. The SideBar search does not Search the following: Choose three.
A. Custom Objects
B. Documents
C. Products
D. Reports
E. Solutions
21. Workflow Tasks are NOT tracked in the Activity History and can be reported
on. 94
A. True
B. False
22. Time-Dependent Workflow – Maximum Triggers Allowed Per Rule
A. Maximum of 10 time triggers per rule
B. Maximum of 20 time triggers per rule
C. Maximum of 50 time triggers per rule
23. Universal Containers would like their sales reps to be able to send branded
email invitations to customers for business meetings and to collaborate with
customers from a branded Website to find a suitable meeting time. How can
an Administrator accomplish this?
A. Create a custom email template for invitations that displays your
company logo
B. Add a company logo to meeting requests in Salesforce
C. Create an external integration with Google calendar using Sites
D. Enable Chatter to allow reps to Communicate with customers
24. Which statement is TRUE regarding Dynamic Dashboard:
95
A. They show data from the perspective of the logged-in user.
B. They are automatically created when you create a Custom Object
C. They perform calculations that standard dashboards cannot
D. They display the source report as you hover over a dashboard component
25. Marketing and Sales users at Universal Containers would like more visibility
into Lead and Contact participation in this year’s Trade Show. How would an
Administrator build this into the application? Choose 2 answers:
A. Create Cross-object formula fields to display campaign member record
details on a lead or a contact record
B. Alert lead and contact owners with workflow when a prospective customer
registers for the event
C. Customize the campaign member related list on the lead or contact object
D. Create Cross-object formula fields to display lead or contact record details
on a campaign member record
26. How does an agent submit an article for publishing? Choose 3 answers:
A. Promote an Answer for consideration
B. Re-assign an article to the publishing queue
C. Publish an article to the solution category
D. Submit an article upon closing a case
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E. Publish at-will, with "Manage Articles" profile permission
27. How can Chatter feed for content be used? Choose two
A. To store Chatter posts in content
B. To share files from a workspace to a feed
C. To link a workspace to a Chatter from content
D. To search for files posted to Chatter from content
28. Which statement is TRUE regarding dependent lookups? Choose two
A. They can be configured to make fields on related records, depending on
data in the source record
B. They can be configured to limit the records returned by a lookup based on
the value of a field on a related record
C. They can be configured to compare data to external sources to verify that
contact and prospect information is up to date.
D. They can be configured when creating the master-detail or lookup
relationships
29. Which is a capability of drag-and-drop dashboards? Choose two.
A. Drag and Drop a dashboard onto any page in Salesforce
B. Drag and Drop records onto a dashboard 97
C. Drag and Drop reports onto a dashboard as the data source of the
component
D. Drag and Drop chart types onto a dashboard to create a component
30. Which is a capability of the Cloud Scheduler? Choose two.
A. Allow a user to propose multiple meeting times
B. Automatic propose meeting times based on Salesforce user calendars
C. Sync a Salesforce calendar with an Outlook Calendar
D. Custom brand different invitations per customer
31. Which is a capability of Chatter? Choose three.
A. Receive updates related to records followed by a user
B. Share updates, files, and links with Leads and Contacts
C. Receive recommendations for users and records to follow
D. Follow people within Salesforce organization
E. Post updates, files, links to Chatter pages
32. How can an Administrator customize campaign members? Choose two.
A. Display Lead or Contact data directly on a campaign member record
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B. Create an approval process for new campaign members
C. Customize the campaign history related list to include campaign member
custom fields
D. Display key campaign member data on an opportunity record
33. What determines the suggested criteria for lookup filter?
A. Previously used filter criteria
B. Organization Wide Default settings
C. The current application schema
D. A survey taken when enabling this feature
34. What can an agent do when resolving a case? Choose two.
A. Email articles to a customer
B. Create an article upon closing a case
C. Assign data categories to a case
D. Attach only one article to a case
35. Which is a feature of combination charts? Choose two.
A. Display more than one summary value in chart
B. Add a third axis range to the chart
99
C. Display data from multiple reports in a chart
D. Add a second axis range to a chart
36. The value in a Custom Field called Salary is 50,000. What would the formula,
ISNUMBER(Salary_c), return
A. FALSE
B. TRUE
C. Depends on the Users Locale
D. 50,000
37. Which cannot be done on a Salesforce to Salesforce connection finder?
A. Identify the Salesforce systems administrator at another company
B. Custom brand an email sent to identify connections
C. Survey partners for their use of Salesforce
D. Survey customers for their use of Salesforce
38. Which action can be performed on the Campaign Member object? Choose
three.
A. Relate a business account to a campaign record
B. Create validation rules related to the campaign member record
C. Create custom lookup field to another object 100
D. Change a lead to a contact from the campaign member record
39. Which is a capability of a campaign? Choose two.
A. Add campaign members to other related campaigns using an Apex trigger
B. Convert leads to contacts from the campaign record
C. Update the campaign member status of a lead using the manage
campaign members feature
D. Track the number of business accounts related to a campaign
40. What type of field can a lookup filter be applied to? Choose three.
A. Hierarchical relationship fields
B. Master-Detail relationship fields
C. Relationship fields for records owned by queues
D. Lookup fields to the Account, Contact, User, and Custom Objects
E. Lookup fields to the Activity object
41. Which action type is represented by an icon in the process visualizer? Choose
two.
A. Request rejection details
B. View recall details 101
C. Start a new task
D. Send an email alert
42. Which function can be performed using enhanced profile management?
Choose two.
A. Merge profiles
B. Make mass permission modifications across multiple profiles
C. Make mass profile name changes
D. Edit profile permissions directly in a list view
43. Which statement is true regarding High Volume Portal users? Choose two.
A. Are not assigned to roles in the role hierarchy
B. Are allotted extra data storage usage
C. Can view documents from Content workspaces
D. Cannot own an Account record
44. Which two functions return the same result when used with fields of the
same data type?
A. ISBLANK() and BLANKVALUE()
B. ISNULL() and LEN() 102
C. ISBLANK() and ISNULL()
D. ISBLANK() and ISEMPTY()
45. Which statement is TRUE regarding look up filters? Choose two.
A. Lookup filters are available in the Partner and Customer Portals
B. Lookup filters can restrict lookup dialog results based on fields on the
source object
C. The special date values "Today" and "This Month" are valid criteria
options.
D. Lookup filters are case sensitive
46. What can be reviewed using the process visualizer?
A. Sales Processes
B. Approval Processes
C. Support Processes
D. Workflow Rules
47. Which email address option is available to override the From Email Address
in a Workflow Email Alert?
A. An active Administrator's email address 103
B. A manual entered email address
C. An active user's email address
D. An Organization -wide email address
48. How would an Administrator ensure that specific field values are always
represented by the same color each time the value is displayed on any
dashboard component?
A. Customize dashboard components
B. Customize dashboard settings
C. Customize source reports
D. Customize field settings
49. When looking at a vertical column chart, what can a user click on to drill
down to a filtered source report? Choose three.
A. Component header
B. Individual groups
C. The Y - axis
D. Legend entries
E. The X- axis
50. Which of the following are setting options for the User Interface? 104
A. Enable Collapsible Sections
B. Show Quick Create
C. Show customer Sidebar Components on All Pages
D. Transfer all Open Opportunities
E. Enable Drag-and-drop scheduling on List Views
51. Which Step is not a part of creating custom application? Choose two.
A. Selecting tabs
B. Adding a logo
C. Selecting profiles
D. Creating a custom object
52. Which of the following are standard Salesforce applications? Choose two.
A. Ideas
B. Campaigns
C. Administration
D. Call Center
E. Sales Center
53. A role has many to many relationships with the user?
105
A. True
B. False
54. Is it true that campaigns and opportunities have many to many relationship?
A. True
B. False
55. Which of the following are standard Salesforce objects? Choose four.
A. Contract
B. Opportunity Product
C. Price Book
D. Ticket
E. Solution
56. Which of the following will not bypass Identity Confirmation?
A. The user’s profile has IP login restrictions enabled.
B. The user has logged into Salesforce previously from their current IP
address.
C. The user has activated this computer before and has a stored activation 106
cookie.
D. The user’s record has the "Bypass User Identity Confirmation" checkbox
enabled.
E. The user is logging in from an IP address within the list of trusted
networks.
57. Which of the following statements are true concerning email activation?
Choose Two.
A. The email activation feature requires that the user click an activation link
before logging onto a new computer.
B. The email activation feature cannot be disabled.
C. The email activation feature can be disabled by request to Salesforce.com
support.
D. The email activation feature can be disabled through the UI.
58. When transferring an account from one user to another, which of the
following options are selectable? Choose two.
A. Transfer closed cases
B. Transfer closed opportunities
C. Transfer open activities
D. Transfer closed activities
107
59. Using the following hierarchy, if a sharing rule exists granting Operations
Person Read/Write access to Sales Management on the Account Object, what
access does Operations Management have to Sales Management's accounts?
Default access for the Account object is Public Read Only.
• Executive Management
• Sales Management
• Sales Person
• Operations Management
• Operations Person
A. None
B. Read Only
C. Read/Write
D. Read/Write/Transfer
60. Documents count toward Data Storage.
A. True
B. False
61. File attachments, document tabs, and sales force content count towards Data
Storage
108
A. True
B. False
62. A record is modified on 1/1/2008. It meets criteria for a time-based workflow
rule; this rule schedules an action for 7 days after rule execution. On
1/4/2008 the record is modified and no longer meets workflow rule criteria.
On 1/5/2008 the record is modified and once again meets the initial time-
based workflow rule criteria. How many workflow actions will execute and
when?
A. 0
B. 1 on 1/8/2008
C. 1 on 1/12/2008
D. 2 on 1/8/2008 and 1/12/2008
63. What would prevent a user from including fields when running a report?
A. Field-level security & page layouts
B. Page layouts only
C. Field-level security only
D. None of the above
64. The system administrator has created a new custom object and application.
This individual now needs to populate the new object with 1000 records,
which are formatted in a CSV file. The Import Wizard (Data Management -->
Import Custom Objects) is appropriate for this task. 109
A. True
B. False
65. You must create the business process before creating record types for each of
these objects Except
A. Lead
B. Opportunity
C. Case
D. Campaign
E. Solutions
66. You can then associate each business process with one / more record types
and make it available to users based on their
A. Role
B. Profile
C. OWD
D. License Type
E. Salesforce Edition
67. In order to implement more business process multiple record types must also 110
be implemented
A. True
B. False
68. Multiple record types may be created for every tab with the exception of:
Choose four.
A. Home Tab
B. Forecast Tab
C. Documents Tab
D. Leads Tab
E. Report Tab
69. Field-level security can be used to make a field required
A. True
B. False
70. You can customize to restrict users ability to log in to saleforce.
A. Profile
111
B. Role
C. Page Layout
D. Record Type
E. Security Settings
71. It is possible for a user to own a record and not see it
A. True
B. False
72. The account owner, opportunity owner and case owner.
A. Has to be the same user
B. Has to be from the Same Profile
C. Has to be from the same Role
D. Can be different Users
73. What is true about a role? Choose two
A. Controls the level of visibility that users have to an org. data
B. Role is required while creating record types
C. A user must be associated to one role
112
D. A user may be associated to one role
74. What is true about the Role Hierarchy? Choose three.
A. Controls data visibility
B. Controls record roll-up forecasting and reporting
C. Not necessarily the company’s org. chart
D. Controls Read / Write and Transfer Rules for each user
75. Which of the following components is displayed only if the record in the
detail view has associated records?
A. List view
B. Mini Page Layout
C. Console layout
D. Mini View
76. Which of the following components inherits the record type and profile
associations , related lists, fields, and field access settings from its associated
page layout?
A. Console layout
B. Mini Page Layout
C. Detail View
113
D. Related Objects
77. What happens when an email is sent to a customer from a case?
A. Case hierarchy is reset
B. Case escalation is reset
C. Case escalation rules are deleted
D. Case assignment rules are deleted
78. What objects are cases related to? Choose two.
A. Accounts
B. Forecast
C. Contacts
D. Campaign
79. Why would you use early triggers?
A. To escalate a case according to a time zone
B. To allow notification before a case actually escalates
C. To escalate any case within a period
D. To send an auto response email to customers
114
80.If using Customizable forecasting there is a separate forecast role hierarchy
A. True
B. False
81. How many roles can you create for your org?
A. 100
B. 300
A. 500
B. No Limit
82. What is Sharing Rule? Choose three.
A. Automated rules that grant access to groups of users
B. Exceptions to Org. wide Defaults
C. Rules given for group of user working closely on a project
D. Irrelevant for Public Read / Write Organizations
83. What is not true about sharing Rules
A. Sharing rules open up access whereas org wide defaults restrict access
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B. When u delete a sharing rule , the sharing access created by that rule is
automatically removed
C. U can edit the access levels for any sharing rule. You can change the
specified groups / roles for the rule
D. Sharing rules apply to all new and existing records owned by the specified
role / group members
E. When you modify which users are in a group rule, the sharing rules are re-
evaluated to add/remove access as necessary.
84. A public group is a grouping of all except
A. Users
B. Public Groups
C. Queue
D. Roles
E. Roles and Subordinates
85. If Phil is promoted from a Sales Associate to Senior Sales Exec, and the new
sales associate is appointed to take Phil's responsibilities. What are the
appropriate steps to transfer Phil's account to the new associate?
A. Overwrite Phil's User Profile with the new associates information and
create a new profile for Phil.
B. Create a new profile for Phil as well as new associate. Deactivate Phil's
profile with Sales Associate role and transfer all the accounts,
opportunities and leads to the new associate.
116
C. Associate the new role to Phil's existing profile and Transfer all the
accounts, opportunities and leads to the new associate.
D. None of the above
86. Which statements are false for folders? Choose two.
A. Access is defined either as Read or Read/Write
B. Access to folders does roll-up through role hierarchy
C. The document tab contains a control version capability
D. Access to folders does not roll-up through role hierarchy
87. The size limit for documents uploaded is:
A. 1 Megabyte
B. 3 Megabyte
C. 5 Megabyte
D. 25 Megabyte
88. Author and the owner have same access to the document
A. True
B. False
C. Neither True nor False
117
89. You can update licenses on the Company Profile.
A. True
B. False
90. A company that uses custom fiscal year: A standard forecast option is
unavailable. Administrator will have to build a custom forecast for the same.
True or False
A. True
B. False
91. Activities are both Tasks and Calendars.
A. True
B. False
92. Field Level Security cannot be used to make a field required.
A. True
B. False
118
93. Which of the following is true that can cause data loss when an existing
custom field is changed? Choose two.
A. Changing to or from type Date or Date/Time
B. Changing to Number from any other type
C. Changing to number from Percent
D. Changing to one Currency from any other currency type
94. Which of the statements is/are true for data validation
A. Data Validation can enforce data integrity as well as make a field required
in the page layout
B. Data Validation can prevent duplication of records
C. Data Validation run on the client machine after the user clicks the Save
button
D. Data Validation rules are not enforced when using API & import
operations
E. Validation rules can be activated / deactivated by the user
95. Identify the statement that correctly defines data validation
A. Data validation ensures the integrity of data before its saved in SF
B. Data validation ensures the integrity of data after its saved in SF
C. Data validation ensures the integrity of data when data is imported in SF
119
D. Data validation ensures the integrity of data when data is exported in SF
96. Workflow cannot be triggered upon import.
A. True
B. False
97. What statements is False for a workflow task
A. To assign tasks to multiple users, create multiple tasks as outcomes of the
rule
B. A single task can be assigned to multiple users
C. The due dates for workflow task is based on number of calendar days, The
rule fails to recognize only working business days by default
D. Historical tracking is allowed for workflow task
98. What statement is/are true for Account teams? Choose three.
A. Account teams share roles with the sales teams on opportunities. If you
remove an account team role, that role will no longer be listed as an
opportunity sales team role
B. Disabling account teams removes all account teams from all accounts but
does not removes the page layout
C. Account Team related list from all page layouts Depending on your
sharing model, you can specify the level of access each account team
member will have to the account and any opportunities associated with 120
that account. So, you can give some team members read-only access and
others read/write access
D. Account teams are not available in professional edition
99. Workflow rules consist of the following components. Choose four.
A. Workflow Task
B. Workflow Outbound Message
C. Workflow Field Updates
D. Workflow Actions
E. Workflow Email Alerts
100. Which of the following statements is/are true for sharing rules? Choose
two.
A. Sharing rules should be used when a user or group of users’ needs access
to records not granted them by either role hierarchy or organization wide
defaults
B. Sharing rules apply only to new records owned by specified role or group
member
C. When you transfer records from user to another, the sharing rules are
removed during the transfer.
D. You cannot change the specified groups or roles for sharing rules.
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SalesForce.com ADM 201 – Test 5
1. Users with access to opportunities as sales team members cannot extend
sharing for those records
A. True
B. False
2. Which are Activity Attachment Enhancements in Spring 11? Choose three.
A. For existing organizations, the Attachments related list is now
automatically added to task and event records.
122
B. Attachments are now searchable for tasks and events.
C. Unlike before, HTML attachments are always available and can no longer
be disallowed.
D. For new organizations, the Attachments related list is now automatically
added to task and event records.
E. Existing organizations need to manually add the related list to the activity
page layout.
3. When a lead is converted it becomes an Account, Contact and Opportunity
(unless you opt out of creating an Opportunity)
A. True
B. False
4. The first approval step in a process specifies the action to take if a record does
not advance to that step.
A. True
B. False
5. Account Teams might be utilized for what?
A. Sharing
B. Reporting
C. Private Sharing Model 123
D. Activities
6. You can only use standard fields when generating email and mail merge
documents for leads or contacts.
A. True
B. False
7. Which of the following chart types does not support Combination Chart?
Choose two.
A. Line
B. Horizontal Bar
C. Vertical Bar
D. Funnel Chart
E. Donut
F. Line Cumulative
8. Custom Summary Formulas can run calculations on report calculations.
A. True
B. False
124
9. Custom summary formulas support calculations on custom formula fields
A. True
B. False
10. Summary rows can be used to calculate the summaries on numerical fields of
summary and matrix reports
A. True
B. False
11. Which is true about a Chatter Plus user?
A. Contents, Ideas, Answers, Accounts, Contacts, Chatter, Groups, People,
Profiles tab and up to ten Custom Objects only
B. Contents, Ideas, Answers, Accounts, Contacts, Chatter, Groups, People,
Profiles tab and up to 20 Custom Objects
C. Accounts, Contacts and up to 10 Custom objects only.
D. It can access all that a Chatter Free user can, accounts and contacts and it
can also access up to 10 custom objects only.
E. It can access all that a Chatter Free user can and it can also access up to 10
custom objects but not standard object
12. Which types of files can be accessed from the Files tab? Choose three. 125
A. Files attached to a Chatter group post
B. Files in Content Workspaces
C. Files attached to a Chatter profile post
D. Files uploaded to the Documents tab
E. Files uploaded to the Solutions tab
13. Which function is available in the report builder interface, prior to running
the report? Choose two.
A. Save
B. Printable view
C. Schedule future runs
D. Show/hide details
E. Export details
14. A controlling picklist can have up to how many values?
A. 399
B. 500
C. 400
D. 350
126
E. 450
F. 300
15. What does a profile control? Choose two.
A. Tasks that users can perform on records they access
B. Relationship between two objects
C. View of records that users access
D. Fields available for view in related lists
16. What are the three core building blocks of Security and Access in Salesforce?
A. Profile Restriction
B. Organization-wide Defaults
C. Profiles
D. Role Hierarchy
E. Sharing
F. Chatter Groups
17. Record type picklist filtering applies to dependent picklists.
A. True
127
B. False
18. Which objects can be stored in a folder? Choose three.
A. Emails
B. Documents
C. Dashboards
D. Reports
19. Which Salesforce editions support Sandbox? Choose two.
A. Unlimited
B. Professional
C. Contact Manager
D. Group
E. Developer
F. Enterprise
20. What happens when you delete an object that is related to a junction object
by a lookup relationship?
A. The junction object is deleted
B. The related field in the junction object is deleted 128
C. The master records are deleted
D. The intersection object is deleted
21. Which of the following Collaboration Cloud Enhancements Features are
automatically visible to all users after Winter 11 and no setup is required?
Choose three.
A. Free Chatter Users
B. Chatter Search
C. Chatter Invitations
D. Files Tab
E. Using Chatter Filters
F. View Chatter Feeds
22. Opportunity products can be linked in a Lookup Relationship :
A. True
B. False
23. Which of the following statements about a user record are true? Choose
three.
A. Each has its own unique username. 129
B. Each has its own username which is not necessarily unique.
C. Both active and inactive users use license.
D. Each user must be associated with a profile.
E. Some users are not associated with any Role.
24. A user who has access to formula field can reference fields to which he or she
doesn't have access to allowing him or her to view restricted data.
A. True
B. False
25. Which of the following needs to be specified in order to schedule a report?
Choose four.
A. The Running User
B. Start Date
C. Email Report
D. Preferred Start Time
E. Owner
26. What is the maximum of actions per time trigger you can have in a Workflow
Rule?
130
A. 50
B. 20
C. 40
D. 80
E. 33
F. 10
27. What is conditional highlighting for reports? Choose four.
A. You can set conditions that when met will report the calculated fields
B. Set thresholds for report analysis
C. None of the above
D. Used for summary and matrix reports
E. Limited to three summaries per report
F. Is applied only to summary rows
28. Which statements are true for the integrated campaign builder? Choose four.
A. Cannot filter views by more than one campaign at a time
B. The maximum number of Leads/Contacts that can be added from a report
at one time is 50,000
C. The maximum number of Leads/Contacts that can be added from the
wizard at one time is 250
131
D. Can add converted leads to a campaign
E. Integrated Campaign Builder views are not exposed through the
Force.com API
29. On Lead Conversion a Lead Object Custom field cannot be mapped to Which
Object custom field?
A. Account
B. Contacts
C. Case
D. Opportunity
30. Which statements are true about standard fields?
A. Standard fields are created by Admin
B. You can delete standard fields
C. You can change the standard field labels
D. You can remove required standard fields from a page layout
31. Standard Fiscal Years are for companies that break down their fiscal years,
quarters and weeks in to fiscal periods.
A. True
B. False 132
32. What statement is true regarding a custom field formula
A. Not reference standard, custom, or other objects
B. Can contain formulas up to 4000 character
C. 4000 character is the limit on the compiled size of the formula
D. Formula can reference themselves
33. A Standard Fiscal Year can start on May 1st.
A. True
B. False
34. Active Currencies live in Company Profile, user record (Personal Setup) and
in Opportunity (Record).
A. True
B. False
35. Users can be restricted to view a particular field in views, searches and
reports by hiding the field at
A. Page Layout
133
B. Field Level Security
C. User Profile
D. None of the Above
36. What are different Types of Sharing Rules? Choose four.
A. Case Sharing Rules
B. Lead Sharing Rules
C. Solution Sharing Rules
D. Campaign Sharing Rules
E. Custom Object Sharing Rules
37. Adding a user to the sales team group will give access to opportunity records
that was previously a restricted account.
A. True
B. False
38. Can a delegated approver revoke a previously approved process?
A. Yes
B. No, once the request is approved only administrator can revoke the
approval process
134
39. Multiple Approvers have received your request for approving a discount that
was invoked by the approval process? Approver A rejects your request.
Approver B accepts your request after Approver A rejects it. Is your request
approved or denied. (Assume you need only one person to approve out of all
the approvers)
A. Approved
B. Denied
C. Approval process is revoked
D. Approval changes to pending stage due to conflict within approvers
40. Data Validation rules are also enforced using the API and Import Wizards.
A. True
B. False
41. It is advisable not to overwrite user records with new user data because it
would prevent you from tracking a history of past users and the records
associated to them?
A. True
B. False
42. Where does the click path Your Name --> Set up -> Security controls ->
Sharing settings lead to? 135
A. Custom Profile
B. Organization wide Defaults
C. Trusted IP Ranges
43. Which of the following cannot be done by a user to records owned by others
when the organization wide default is set to Read / Write to an object?
Choose two.
A .Add related records
B. Search Records
C. Delete records
D. Change ownership
E. Report on records
F. Edit details on records
44. Final reject actions can include actions such as email alerts
A. True
B. False
45. When is a workflow rule triggered?
136
A. When a record that was closed now becomes open again
B. When you delete a record
C. When you are assign a record
D. When it is edited to meet the rule trigger criteria
46. What are the two main parts of workflow?
A. Actions and Time triggers
B. Rules and Actions
C. Email Alerts and Field updates
D. Rules and Tasks
47. When are workflow rules evaluated?
A. Before a record is deleted
B. When a record is created/updated
C. After a record is created
D. When a record is cloned
48. From the below …identify the workflow action.
137
A. Create inbound messages
B. Create tasks
C. Create mobile alerts
D. Create section updates
49. When you click printable view, the report will display in a print ready format
in Excel?
A. True
B. False
50. Org wide default is set to private. Kathy is assigned US Sales Director role
with access rights to view opportunities owned by other users associated to
her accounts. Jennifer is assigned EMEA Rep Role and Phil to US rep role.
Which business opportunities can Kathy VIEW and EDIT? Choose three.
A. Kathy can edit and view her own opportunities
B. Kathy can EDIT and VIEW her Jennifer’s opportunities
C. Kathy can edit and view Phil’s opportunities
D. Kathy can view but cannot EDIT Phil’s opportunities
E. Kathy can View but cannot edit Jennifer’s opportunities
51. How would you allow collaborative access to accounts, contacts, contracts,
opportunities, and cases of a US Sales rep, and Asia sales rep, and an EMEA 138
sales rep?
A. By Creating three sharing rules between them
B. By creating a public group with all three Sales Reps
C. By changing the Org wide defaults
52. The org wide default is set to private. Phil smith the owner of ABC account is
a US Sales Rep reporting to the US Sales Director. The users in the US sales
rep role can edit ALL opportunities associated with the accounts they own.
Tim an EMEA sales rep owns an opportunity associated with the ABC
account. Identify the correct role access. Choose two.
A. Phil can view but cannot edit Tim’s ABC opportunity
B. TIM cannot VIEW / EDIT Phil’s account
C. Phil can EDIT and VIEW Tim’s ABC opportunity
D. Tim can VIEW and EDIT Phil’s account
E. Tim can VIEW but cannot EDIT Phil’s account.
53. Workflow will evaluate rules retroactively.
A. True
B. False
54. If a task is assigned to a role containing more than one person the owner of
the record that triggered the rule becomes the task assignee. 139
A. True
B. False
55. A workflow can update formula fields
A. True
B. False
56. With Spring 11 release, you can now sort line items in the Quote Line Items
related list on a quote. Syncing a quote with an opportunity also syncs
product sort order.
A. True
B. False
57. You can you perform field updates on an object related to a rule.
A. True
B. False
140
58. All personalization made to the Reports tab (expanding and collapsing of
folders) is saved automatically. When a user returns to the Reports Tab in
future sessions, the settings will remain intact until they are changed.
A. True
B. False
59. Record Types are not available in:
A. Developer Edition
B. Enterprise Edition
C. Unlimited Edition
D. Professional Edition
60. AW computing has a discount workflow that requires approval from the Sales
director when the discount is over 15% and from the VP of Global sales if the
discount is over 30%. The sales rep has created a discount for 10% on a new
opportunity. What happens when the sales Rep submits the request for
approval?
A. Discount will be automatically approved
B. Request will be sent to the Sales director for approval
C. Request will be sent to Sales director and VP of Global Sales for Approval
D. Request will be sent to VP of Global Sales for approval
141
61. Which of the following components lets customers find solutions to their
cases on their own?
A. Call center
B. Email
C. Chat
D. Customer Portal
62. A security token is required for API access when connecting from an IP
address within the list of trusted networks.
A. True
B. False
63. Users have to use their security token when logging into connect for outlook if
their IP range has already been added to a trusted IP range?
A. True
B. False
64. Which of the following statements are true about trusted ranges? Choose
two.
A. They enable end users to activate additional IP addresses for accessing
salesforce. 142
B. They are used to identify regular SF users
C. They include IP addresses that are used in conjunction with a browser
cookie
D. They approve login requests from unknown browsers and IP addresses.
65. Which of the following statements is true about computer activation?
A. It is required to activate additional IP addresses for accessing SF
B. It is required for all IP addresses and browsers
C. It is required to access SF online
D. It is required to identify regular SF users.
66. An admin changed the org default language from English to Spanish. What
must end users do to see this change?
A. Nothing they will see the application in Spanish immediately
B. Refresh their browser
C. Logout then login again
D. Change their language personal preference to Spanish
67. Identify the correct statement from the given list.
A. Lookup field links two objects 143
B. Lookup fields affect security
C. Lookup fields change the record ownership
D. Lookup fields can be used to delete an object
68. How can you ensure that a value is entered in a field?
A. By Field level security
B. By Setting property in page layout
C. By creating a lookup field
D. By defining pickup list values
69. You can edit their user profiles and define Trusted IP ranges so that users
don’t have to activate new computers within this range but without blocking
those that are not.
A. True
B. False
70. Tab settings allow System Admin to customize which tabs are visible to users.
A. True
B. False
144
71. You can you make a standard field unique.
A. True
B. False
72. Standard picklists can be the controlling field but not the dependent in a field
dependency.
A. True
B. False
73. Which step is required when configuring the new Salesforce for outlook?
Choose two.
A. Select sync direction and conflict behavior
B. Select the appropriate configuration template
C. Assign users and profiles to a configuration
D. Enable the chatter feed sync with Outlook
74. What can users do when Chatter feed tracking is enable for dashboards?
Choose 2 answers.
A. Follow files and links for a dashboard.
145
B. Follow posts and comments for a dashboard.
C. Follow posts and comments for the dashboard source reports.
D. Auto-follow dashboards created by the user.
75. How can you export accounts and contacts in a Contact Manager edition of
Salesforce?
A. Since there is no Weekly Export in contact manager, you can instead
install Salesforce for outlook.
B. You can create a report on those records and use the "Export Details"
button.
C. Use Connect for Outlook because Salesforce for Outlook does not run
without API.
D. Export those records using weekly data export from "Setup >
Administration Setup > Data Management > Export".
E. There is no export option in Contact Manager
76. Where does Chatter Feed display? Choose four.
A. On Chatter profiles.
B. On record detail pages.
C. On the Home tab and Chatter tab.
D. On List Views.
E. On Chatter groups
F. Under related lists. 146
77. Which are true about Email to Salesforce Enhancements after Spring 11
release? Choose two.
A. You can now choose whether you'd like all emails to be sent to My
Unresolved Items so you can manually assign them to related records or
whether you'd like us to first try to automatically assign them.
B. Is now available in all editions except contact manager and group.
C. You can now choose whether you'd like emails we couldn't automatically
assign to be sent to My Unresolved Items.
D. These enhancements will automatically apply without the need for setup.
78. Which of the following are enhancements included in the Spring 11 release?
Choose three.
A. All profiles get access to the report builder by default.
B. The old report wizard is totally phased out.
C. Group and Professional Edition organizations can use report builder.
D. You get scatter charts, a new chart type for reports.
E. Chatter feed posts now have a "like" option.
79. What is the maximum number of actions you can have per Workflow Rule?
A. 10 147
B. 20
C. 30
D. 40
E. 70
F. 80
80. Logins on specific days can be restricted.
A. True
B. False
81. You can create a Lookup Relationship to link an object with itself.
A. True
B. False
82. A sales manager would like to view a dashboard from the perspective of
different users and switch between users without editing the dashboard. How
would an administrator enable this? Choose two.
A. Grant the sales manager the "Drag-and-Drop Dashboard Builder"
permission.
B. Create the dashboard as dynamic dashboard.
C. Grant the sale manager the "Manage Dynamic Dashboards" permission. 148
D. Grant the sales manager the "View My Teams Dashboards" permission.
83. After Spring 2011 upgrade the System Administrator noticed that he can no
longer see the "Report Builder" permission on profiles. Which of the
following explains the scenario?
A. Report Builder is no longer in use in Spring 11.
B. All profiles get access to the report builder by default.
C. The old report wizard will be available only to users in Accessibility Mode.
D. Only Group and Professional Edition organizations can use report
builder.
E. Only Enterprise and Unlimited Edition organizations can use report
builder.
F. None of the above.
84. How many Custom Summary Formulas can you have per report?
A. 1
B. 2
C. 3
D. 4
E. 5
F. 6 149
85. Mass Mail Contacts option doesn't appear under the Tools section in the
Contacts tab, what could have caused this? Choose two.
A. The user Role is insufficient to view this tool
B. Email is unchecked for that profile in FLS
C. This is a bug and must be escalated
D. Mass mail is not enabled for the profile.
E. Mass mail is not checked in FLS
86. Even a user with "View all data" (VAD) permission cannot view hidden
folders as well as folders shared to no one.
A. True
B. False
87. The maximum number of values in controlling picklists is the same as in
dependent picklists.
A. True
B. False
150
88. What is the maximum number of records that return in a report without
exporting the results?
A. 6500
B. 5000
C. 3000
D. 2000
E. 4000
F. 3900
89. Only users with "Create and Customize" permission can access the Report.
A. True
B. False
90. With Spring '11, a new version of Chatter Desktop is available with
performance optimizations and enhancements that let you: Choose four.
A. Click files to preview them
B. Subscribe to a user
C. Select the To: Me tab to see posts directed to you
D. Click groups and users to view their feeds
E. Post to a group or user's feed
151
F. Subscribe to a user feed post
91. Custom Summary Formulas can run calculations on custom formula fields.
A. True
B. False
92. Which are true about Trialforce Email Branding? Choose two.
A. It is available only in Unlimited, Enterprise and Developer Editions
B. It allows you to modify system-generated emails so that they appear to
come from your company rather than from Salesforce.com.
C. Trialforce Email Branding is automatically enabled for existing partners
with Trialforce and when a new partner request Trialforce.
D. Trialforce Email Branding only applies to users who sign up for your
application through Trialforce.
93. Field Level Security (FLS) can also be used to make a field required.
A. True
B. False
94. Enterprise, Developer and Unlimited System Administrators can create an 152
unlimited number of Custom Profiles from scratch.
A. True
B. False
95. When you define a Data Validation Rule, what else must you also define?
A. Whether or not the field is required
B. An Error Message
C. What email gets sent if the Rule triggers
D. Whether or not the record gets deleted
96. . You can set a default value for a custom field.
A. True
B. False
97. Select the order in which the Workflow actions fire in Salesforce.
A. Field Updates, Outbound Messages, Email Alerts, Tasks
B. Field Updates, Tasks, Email Alerts, Outbound Messages
C. Apex before Triggers, Apex after Triggers, Workflow Rules
D. Email Alerts, Outbound Messages, Field updates
98. Which of the following is an example of One-to-Many Relationships between
Standard objects?
A. Opportunities to Opportunity Products
B. Accounts to Contacts
C. Contacts to Tickets
D. Contacts to Accounts 153
99. A record owner has the privileges to: View and edit records transfer or change
ownership of records, and delete owned records. Choose two.
A. True. All the time.
B. False. All the time.
C. True. If Object permission is enabled.
D. False. If Object permission is disabled.
E. True. If Object permission is disabled.
100. Identify the maximum number of leads / contacts that you can add from a
report at one time using Integrated Campaign Builder
A. 25.000
B. 50.000
C. 75.000
D. 100.000
Test 1 Answer Key
1. B 16. D 31. E 46. A
2. A 17. B 32. A 47. A
3. C 18. C 33. A 48. B
4. B 19. C 34. D 49. D
5. B 20. B 35. C 50. B
154
6. A 21. C 36. A 51. C
7. B 22. B 37. A 52. C
8. A 23. D 38. C 53. B
9. C 24. B 39. A 54. A
10. B 25. B 40. B 55. A
11. C 26. C 41. C 56. B
12. B 27. C 42. C 57. A
13. D 28. A 43. C 58. B
14. A 29. E 44. B 59. A
15. C 30. B 45. A 60. B
61. A 71. A 81. A 91. A
62. A 72. A 82. E 92. B
63. A 73. C 83. C 93. A
64. A 74. A 84. B 94. A
65. A 75. D 85. B 95. B
66. B 76. E 86. C 96. B
67. B 77. A 87. C 97. A
68. D 78. B 88. E 98. A
69. C 79. A 89. D 99. B
70. A 80. A 90. D 100. A
155
Test 2 Answer Key
1. B 18. A 35. C 52. B
2. A 19. C,D 36. B 53. B
3. A 20. A 37. B 54. B,C,E
4. C 21. A 38. B 55. B
5. B 22. A,B 39. A 56. C
6. C 23. E 40. D 57. B
7. D 24. D 41. C 58. E
8. B 25. A 42. C 59. B
9. C 26. A 43. A 60. A,C,E,F
10. B 27. A,B 44. B 61. A,D
11. C 28. E 45. A 62. A,B,E
12. B 29. A,B,C,E 46. B,D 63. D
13. D 30. A 47. C 64. A,C,D,E
14. A 31. B,D,E 48. A,B,E 65. A
15. B 32. A 49. A 66. A
16. D 33. A 50. B 67. E
17. B 34. B 51. C,D 68. B
69. B,D 89. B
70. B 90. A
71. A 91. C
72. A 92. A
73. B 93. A
74. B 94. B
75. A 95. B
76. B 96. D
77. A,B 97. B
78. A,C,D 98. B
79. B 99. B
80. F 100.
81. B
82. A
83. C,D
84. A,B,C
85. B
86. B
87. B
88. C
Test 3 Answer Key
1. B 19. A 37. C 55. D
2. D 20. A 38. A 56. D
3. B 21. A 39. D 57. A
4. C 22. A,D 40. B 58. A
5. A 23. B 41. C 59. D
6. B 24. A 42. C 60. A, C, D, E
,F
7. D 25. B 43. A
61. A
8. C 26. B 44. A
62. D
9. B 27. A 45. B
63. B
10. A 28. B 46. A
64. C
11. A 29. B 47. B
65. B
12. A 30. A, B. C. E 48. D
66. B
13. D 31. C 49. A
67. B
14. A 32. B 50. B
68. C
15. B 33. A 51. C
69. A
16. D 34. C 52. C
70. B
17. C 35. A 53. A
71. A
18. A 36. B 54. B
72. A 91. A, B
73. A, B 92. D
74. A 93. B
75. A, B, C 94. A, B
76. A, B, C 95. B, C
77. A 96. C
78. A 97. C, D
79. B 98. A, B, C
80. A 99. B, D
81. B, C 100. D
82. C
83. A, B, C,
D, E
84. A
85. A, B, C, E
86. B
87. A
88. A
89. A
90. A
Test 4 Answer Key
1. C, D 21. B 41. C, D 61. B
2. A 22. A 42. B, D 62. C
3. A 23. B 43. A, D 63. C
4. A, B, C 24. A 44. C 64. A
5. B 25. B, C 45. A, D 65. D
6. B 26. A, D, E 46. B 66. B
7. A, B 27. B, D 47. D 67. A
8. A, C, E 28. A, B 48. D 68. A, B, C, E
9. A, C, E 29. C, D 49. B, D, E 69. B
10. A, C 30. A, B 50. A, B, C, E 70. A
11. B 31. A, D, E 51. A, D 71. A
12. A 32. A, D 52. A, D 72. D
13. A 33. A 53. B 73. A, D
14. A 34. A, B 54. A 74. A, B, C
15. A 35. A, D 55. A, B, C, E 75. D
16. C 36. B 56. D 76. B
17. A, C, E 37. D 57. A, B 77. B
18. A, B, C 38. A, B, D 58. A, B 78. A, C
19. A 39. A, C 59. C 79. B
20. B, C, E 40. A, B, D 60. B 80. A
81. E
82. A, B, E
83. C
84. C
85. B
86. B, C
87. C
88. B
89. B
90. A
91. A
92. A
93. A, B
94. A, B
95. A
96. B
97. B
98. A, C, D
99. A, B, C, E
100. A, D
Test 5 Answer Key
1. A 18. B, C, D 35. B 52. C, E
2. B, D, E 19. A, F 36. A, B, D, E 53. B
3. A 20. B 37. B 54. A
4. A 21. B, D, E 38. A 55. B
5. A, B 22. B 39. B 56. A
6. A 23. A, D, E 40. A 57. A
7. D, E 24. A 41. A 58. A
8. B 25. A, B, C, D 42. B 59. D
9. A 26. C 43. C, D 60. A
10. A 27. B, D, E, F 44. A 61. D
11. A 28. A, B, C, E 45. D 62. B
12. A, B, C 29. C 46. B 63. B
13. A, D 30. C 47. B 64. B, C
14. F 31. A 48. B 65. A
15. A, C 32. C 49. A 66. D
16. B, D, E 33. A 50. A, C, E 67. A
17. A 34. A 51. B 68. B
69. B 89. A
70. A 90. A, C, D, E
71. B 91. A
72. A 92. B, D
73. A, C 93. B
74. B, C 94. A
75. B 95. B
76. A, B, C, E 96. A
77. A, C 97. B
78. A, C, D 98. B
79. F 99. C, D
80. A 100. B
81. A
82. B, D
83. B
84. E
85. B, D
86. B
87. B
88. D
SalesForce.com ADM 201 Short Answer
Test
1. A workflow action sends a task to the role US Sales Director. There are
five users in the role. When the action executes, to which user or users will
the task be assigned?
2. A workflow rule runs every time an opportunity is created or edited, and
checks whether the amount field is greater than 1M, and did not
previously meet the trigger criteria. If the amount of an opportunity is
2M, and is not edited, and the user edits the stage field, would all, some,
or no workflow actions execute?
3. Adding an email from Microsoft Outlook using Salesforce Outlook Edition
is an example of what type of usage? API or UI
4. Applications are built on which platform?
5. Are currency settings profile wide or org wide?
6. Are data validation rules executed for a field or for a record?
7. Are there any limits to the number and type of list views that can be
created in a console?
8. Are there any limits to the purchase number of Chatter licenses?
9. Are company’s default Time Zone, Currency, Locale & Language settings
Org Wide or Profile specific?
10. Can a Chatter Plus user be a Chatter moderator?
11. Can a Chatter Plus user create new WF rules?
12. Can a checkbox be a controlling field in a dependent list?
13. Can a Contact be part of Partner Portal as well as Customer Portal in
salesforce.com?
14. Can a user with the Standard User profile import members into a
campaign?
15. Can an approver approve from a mobile device?
16. Can an assigned approver delegate the responsibility?
17. Can an assignment rule be used when importing leads?
18. Can an object have more than one tab?
19. Can both standard and custom fields be set as unique or required in the
field options?
20. Can Chatter only users see standard tabs?
21. Can dynamic dashboards schedule dashboard refreshes?
22. Can email notifications be set up to see Chatter updates?
23. Can multiday events be synced with outlook?
24. Can opportunity splitting be enabled?
25. Can standard fields be deleted from SFDC?
26. Can standard fields be removed from the Page Layout?
27. Can you have multiple record types in a batch import of data using the
Import Wizard?
28. Can you have public groups as members of other public groups?
29. Can you set default values for dependent fields?
30. Can you uninstall an AppExchange application once it has been deployed?
31. Can you use a custom summary formula inside a custom summary
formula?
32. Character Limit on Formulas?
33. Characteristics of a Chatter Plus user
34. Characteristics of a lookup field?
35. Characteristics of Enhanced Lookup
36. Characteristics of Standard Lookup
37. Compare and contrast between Approval Processes vs Workflow
38. Compare and contrast Tasks & Events
39. Compare the characteristics of Managed Packages vs Unmanaged
Packages
40. Compile size limit on formulas?
41. Custom Picklist Fields Controlling or Dependent?
42. Define a case
43. Define a custom summary formula
44. Define a custom web tab
45. Define a multiday event
46. Define a solution
47. Define a workflow action
48. Define a workflow rule
49. Define Case Assignment rules
50. Define Data Validation
51. Define Email-to-Case
52. Define Salesforce CRM workflow
53. Define suggested solutions and explain where to use them
54. Define the basics of the workflow approval process
55. Define the Business Hours rule
56. Define the case auto response rule
57. Define the case escalation rule
58. Define the Contract Manager profile.
59. Define the Marketing User Profile.
60. Define the Read Only Profile.
61. Define the Solution Manager Profile.
62. Define the Standard User profile.
63. Define the system Admin profile.
64. Define Web-to-Case
65. Define what a Lead Auto response rule is
66. Define when to use Data Loader
67. Define when to use Web Based Import
68. Describe a custom app
69. Describe a custom object
70. Describe a custom object tab
71. Describe a managed package
72. Describe how to use record types
73. Describe some of the key characteristics of a SAAS Model
74. Describe the AppExchange
75. Describe the capabilities of the Recycle Bin
76. Describe the characteristics of a profile
77. Describe the client management feature
78. Describe the Console
79. Describe the function of a workflow
80.Describe the Identity Confirmation feature
81. Describe the SAAS Model
82. Describe the steps to installing a package
83. Describe the territory management feature
84. Describe the use of roles
85. Describe the ways to access the self-service portal
86. Description of a Formula
87. Different calculations available in a roll up summary?
88. Do Chatter Plus users have access to opportunities?
89. Do Mass Transfers trigger workflow rules?
90. Do partners & customer portal users have to activate to sign in?
91. Do changes in Org Time Zone affect Business Hours?
92. Does Field History data count towards data storage limits?
93. Elements included in the Company Profile include?
94. Explain Custom Report Types
95. Explain the Record Concept
96. Functions of the data loader
97. Give an example of a one-to-many relationship between standard objects
98. Give an example of where a junction object is used between standard
objects
99. How are dates and times calculated?
100. How are folders used?
101. How do case queues assist?
102. How does a profile differ from a role?
103. How does Field Level Security affect page layouts and visibility?
104. How does Salesforce verify the user's identify for access via the
API?
105. How does Salesforce verify the user's identify for access via the
user interface?
106. How does the Import Wizard perform matching when updating
records?
107. How does the Outlook Connector operate?
108. How does the sharing model work within SFDC?
109. How is advanced currency management implemented?
110. How many AppExchange Apps can you install?
111. How many campaigns will a campiagn hierarchy related list
show?
112. How many components are allowed in Dashboards?
113. How many custom summary formulas can you have per report?
114. How many fields (columns) can be displayed on a customizable
related list?
115. How many fields can a user choose to display in a list view?
116. How many objects may be imported or updated using the Data
Loader?
117. How many record owners are there for a given record?
118. How many schedule refreshes are permitted per hour in Unlimited
and Enterprise?
119. How would an administrator modify lookup recods in a console
layout?
120. How would an administrator modify which fields appear on a
lookup hover?
121. How would you transfer multiple records from one user or queue
to another?
122. If a user is assigned a custom chatter profile, what happens when
they are changed to chatter moderator user profile?
123. If user currency overrides org currency, then which currency
overrides user currency?
124. If you defined a custom fiscal year structure, and then your
company decided to use the Gregorian calendar for fiscal purposes, could
you return to the standard fiscal year calendar?
125. If your Marketing team needed to add 10,000 existing leads to a
campaign at one time, what would be on the best way to do this?
126. In what order are rules processed in SFDC?
127. Is an object the same thing as a tab? Why or why not?
128. Is Identity Confirmation necessary if a User's IP Adress is known
and browser cookie exists?
129. List all the standard profiles
130. List examples of Salesforce Applications
131. List the objects that have sharing rules
132. List the places to use folders
133. List the standard Objects
134. List the type of case queues commonly used by call centers
135. List the variables used by suggested solutions to determine which
solutions display as suggested
136. List the workflow actions
137. Max number of Roll up Summary fields?
138. Multi select picklists, can they be dependent or controlling fields?
139. Name a productivity advantage of including the sidebar in a
console layout
140. Name all of the salesforce.com standard objects (18)
141. Name three benefits of the cloud computing model.
142. Name three fields not supported by inline editing.
143. Name three settings on the Company Information page that
administrators can edit
144. Objects which require a business process?
145. On which Standard Objects are related items transferred in a Mass
Transfer?
146. Opportunities and Quotes are a part of which Cloud?
147. Roll Up Summary Fields description
148. Salesforce for Microsoft Outlook is which type of Client?
149. Salesorce.com recommends that you do not use a custom phone
field for what type of phone number?
150. Save size limit on formulas?
151. Standard Fields are?
152. Standard picklist fields controlling or dependent?
153. Standard Profiles are?
154. To which email address does Salesforce CRM send an activation
message?
155. True or False: A Checkbox can be a controlling field in a field
dependency?
156. True or False: Some end users can display different fields on
search results from other end users.
157. Two types of lookup
158. Types of Roll up summary fields
159. User A modifies a record. This modification triggers a workflow
rule for immediate execution that includes a field update on the current
record. After the execution is complete, what user will be listed under the
Last Modified field of this record?
160. What are case milestones?
161. What are public groups?
162. What are the 8 steps to the approval process wizard?
163. What are the advanced filters of reports?
164. What are the characteristics of an external ID?
165. What are the components which make up the Console?
166. What are the customizable settings for activities?
167. What are the different types of data migration tools?
168. What are the different ways of making a field mandatory?
169. What are the effects of enabling custom fiscal year?
170. What are the elements of the company profile?
171. What are the features the SF admin can edit & control?
172. What are the field property options for Custom Fields?
173. What are the four different types of templates?
174. What are the four possible types of actions available as a workflow
action?
175. What are the limits on Chatter?
176. What are the limits on Custom Summary formulas?
177. What are the limits on the number of custom objects in the various
SF editions?
178. What are the main areas of the Home tab?
179. What are the possible Dashboard Component types?
180. What are the pros of using the Application Import Wizard vs. the
Data Loader?
181. What are the settings for folder visibility?
182. What are the standard filters of reports?
183. What are the standard salesforce.com Applications?
184. What are the steps to building rules for a lead queue etc
185. What are the three components of a workflow rule?
186. What are the three different report types?
187. What are the three type of sharing model settings?
188. What are the three types of permissions you can set in a profile?
189. What are the two interfaces for managing profiles?
190. What are the two options for defining running user?
191. What are the two types of custom tabs?
192. What are the two types of Email to Case?
193. What are the two ways you can define field-level security?
194. What are the types of chart available?
195. What are the types of custom fields?
196. What can a data loader be used for?
197. What can be used to measure campaign results?
198. What can roll up summary fields be created on?
199. What content is available via the Self Service Portal?
200. What determines a unique user record?
201. What determines the currency of the Roll Up Summary field?
202. What do Business processes do?
203. What do organization-wide defaults control?
204. What do page layouts control?
205. What do sales teams work on?
206. What does a Page Layout control?
207. What does custom fiscal year setting affect?
208. What does Salesforce.com confirm each time a user logs in?
209. What does the role hierarchy control?
210. What field types can be external ID's?
211. What is a dashboard comprised of?
212. What is a dependent picklist?
213. What is a running user?
214. What is a Trusted IP Range?
215. What is a workflow?
216. What is advanced currency management?
217. What is Chatter?
218. What is created when a lead is created?
219. What is Data Export?
220. What is Federation ID?
221. What is File Storage vs. Data Storage?
222. What is Marketing User setting for?
223. What is Mobile Lite?
224. What is part of file storage?
225. What is required to use the Campaign Import wizard?
226. What is the Jump Start Approval Wizard?
227. What is the limit on email to cases per day?
228. What is the list of the information on the user record?
229. What are the main differences in logging in via UI vs API?
230. What is the Manager field?
231. What is the maximum number of records which can be imported
via campaign?
232. What is the only exception to data validation?
233. What is the purpose of an external ID?
234. What is the purpose of the Dashboard Running User
235. What is the relationship between Solution and Cases?
236. What is the salesforce Console?
237. What is the use of External Application Sync?
238. What is weekly export service?
239. What objects allow viewing, creating, editing and deleting within
Mobile Lite?
240. What objects have standard business processes?
241. What objects is field history tracking available for?
242. What objects may be imported or updated using the Import
Wizard?
243. What personalization can be done with divisions?
244. What status must a record be in order for the sharing button to
appear?
245. What types of custom email templates can you create?
246. When are data validation rules enforced?
247. When can you NOT delete all the record types for an object?
248. When does Salesforce verify the user’s identity?
249. When is it appropriate to use the Import Wizard vs. the Data
Loader?
250. When would you choose to build a public group?
251. When you change your password, what else changes?
252. When you define a data validation rule, what must you also define?
253. Where can you change various personal display options?
254. Where is the "Allow Forecasting" setting?
255. Where would the Admin make a field required?
256. Where would you make a field required?
257. Which objects can be imported via data import?
258. Which objects can the sharing model settings be applied to?
259. Which places is currency specified?
260. Which report formats must be used to create dashboard
components?
261. Which special picklist fields are not available for Record Types?
262. Which tab can you NOT rename?
263. Which takes precedence between role hierarchies and organization
wide defaults?
264. Which three types of SF allow standard and custom profiles?
265. Who can create Custom Fields?
266. Who can import data for all users?
267. Who can manually share records?
268. Who can recall a record when it has been submitted for approval?
269. Who can set the custom report types?
270. Who can sharing rules be established between?
271. Why are sharing rules used?
272. Why utilize Account Teams and Sales Teams?
273. You create a lookup field from a custom object to the Contact
object. When a user looks at the custom object's related list on a contact
record, the user sees only one column. How would you allow users to see
more columns?
274. Your support SLA requires that the associated contact
automatically receives an email when a case escalates. How would you
achieve this?
SalesForce.com ADM201 -Short Answer Test –
Answers
1. To the record owner, because there are multiple users in the role and you
can only assign one user to a task.
2. None
3. API
4. Force.com
5. Org Wide
6. Record
7. No, the only limitation is that users cannot create list views in the console,
but can utilize any list views in the console created on corresponding tabs.
8. No
9. Org Wide **Individual Profile Settings override Org Settings though**
10. Yes, if the Admin or other Moderator assigns that priviledge to them.
11. No, but they can approve existing WF rules.
12. Yes, but it cannot be a dependent field.
13. Yes, a contact can be part of a Partner Portal as well as Customer portal in
salesforce.com. Customer Portal and Partner portal depend on the user
object and are not related to the contact object. So to enable both portals
for a Contact we need to create two users which will utilize two different
salesforce.com licenses, one license for Customer portal and other for
Partner portal. Both users created for a same contact will have two
different profiles, One for Customer portal and other for Partner Portal.
14. No. In order to import members into a campaign a user must have the
profile permissions "Import Leads" and "Edit" on campaigns. They must
also have Marketing User selected on their user record.
15. No, they are unable to access the approval page externally from a mobile
device.
16. Yes they can. The delegated approver cannot reassign, they can only
approve or reject.
17. Yes, this can be done based on lead assignment rule which is based on the
values in certain lead fields.
18. No
19. No, only custom fields
20. No, they are hidden by default. They must be exposed for Chatter Only
users.
21. No
22. Yes, you can also use chatter for iphone/blackberry
23. No
24. Yes, it allows credit to be split amongst multiple members of the sales
team
25. No
26. Yes.
27. No, only one record type
28. Yes, but permission sharing is reciprocal e.g. Group A is a member of
Group B, all members of Group A have all the permissions granted to
Group B and vice versa
29. No, only for controlling fields
30. Yes
31. No
32. 3900 characters including spaces, returns and comments
33. They can access standard chatter people, profiles, groups & files - View SF
Accounts & Contacts - View SF CRM Content, SF Ideas & Answers -
Access Dashboards & reports - Create & Approve Workflow - Use the
calendar to create & track activities - Modify up to 10 custom objects
34. Lookup fields allow users to associate 2 records together in a relationship.
e.g. A contact record includes an account lookup field that represents the
r'ship between the contact and its associated organization. **The object
that contains the lookup field = source object The object the lookup points
to = target object**
35. Can be enabled on account, contact & custom objects - Broken into
separate search terms at any split between alphabetic, numeric & special
characters - Can sort & filter by any field in the regular search results -
can use wildcards
36. By default, all lookups behave as standard lookups - Only the fields listed
in lookup search fields are queried - Return up to 50 records at a time
alphabetically and do not allow for sorting, filtering or customizable
columns
37. Manual (AP) vs Automatic (WF) Multiple steps (AP) vs Single step &
action (WF) User Contact Req (AP) vs User Contact Not Req (WF) Record
is locked while in Process (AP) vs Not locked in WF Not all can be
modified or deleted (AP) vs can be modified or deleted in WF
38. Tasks - Use a single data entry - Represent to do items - Can have an
associated reminder pop up - No recurring functionality built in - Tasks
marked as completed when status of record is changed to completed
Events - Represent calendar items - Can have an associated reminder pop
up - Can have a recurring series of events (if enabled) - Event marked as
completed when the end time of the event is passed by the current time
39. Managed - Can be upgraded post-installation by the package publisher -
Support subscription-based licensing - May contain portions that are
locked Unmanaged - are not locked - cannot be upgraded to the publisher
40. Cannot exceed 5,000 bytes when compiled. This includes all of the fields,
values & formulas. There is no direct correlation between compile size
and the character.
41. Can be either controlling or dependent.
42. A case is an issue lodged by a customer. It can be in the form of feedback,
a problem or a question. Cases are most helpful in tracking & solving
customer issues. Using web to case you can gather customer feedback
given on the company website.
43. The formula is an algorithm that derives its value from other fields,
expressions or values
44. Displays any external web-based application or web page in a sf.com tab.
You can design web tabs to include the sidebar or span across the entire
page without the sidebar.
45. A multiday event is an events that lasts longer than 24 hours - this
includes 'all day events' that stretches more than 1 day.
46. A solution is a detailed description of a customer issue and the resolution
of that issue. Solution managers, admins and anyone with the appropriate
permissions can create, review and categorize solutions. They can also
publish solutions to the self service portal & make solutions public
47. This is the action that is taken once a workflow rule is met
48. A workflow rule is executed by SFDC when a pre-defined criteria has been
matched.
49. It automatically routes customer cases to individual reps or queues based
on business rules or criteria **Only one rule can be active at a given
time**
50. Validation rules verify that the data a user enters in a record meets the
standards you specify before the user can save a record.
51. Similar to web-to -case, SFDC takes the contents of an email and auto-
populates fields based on this. e.g. Email subject heading becomes case
subject field
52. A set of functionality that allows administrators to more efficiently
standardize around internal procedures and automate elements of
business processes.
53. A list of 10 relevant solutions that may help users/customer solve a case
Can be set up through the self service portal pages related list
54. An approval process is the automated process which your organization
can use to approve records in SF
55. Lets you apply specific time zones and locations to cases, case escalation
rules and case milestones **Business Hours on a case are auto set to Org
Default**
56. Sends an auto email response to case submissions based on the attributes
SF reads in the submission and uses for response selection
57. SF triggers an escalation of a case when it meets certain time-dependent
criteria eg if a case has not been resolved in 12 hours
58. Standard user perm + edit, approve, activate, delete contracts
59. Standard user perm + can import leads for the Org
60. Can only view records
61. Standard user perm + can manager solutions & solution categories
62. Can view, edit & delete their own records
63. "Super User" - Can customize & administrate the Org
64. When a feedback form on the companys website is used, SFDC takes the
input and fields are auto populated from the content of the form.
65. This rule is a set of conditions for sending auto email reponses to lead or
case submissions based on the attributes of the submitted record. This is
applicable for those leads captured through web to lead forms.
66. You need to import 50,000 to 5 Million Records - You need to load into
an object that does not support web based importing - You want to
schedule regular data loads e.g. nightly - You want to export for back up
purposes
67. You are loading less than 50,000 records - The object you need to import
is supported by the web based import wizards - You want to prevent
dupes by uploading records to account name & site, contact email address
or lead address.
68. An app is a group of tabs that work as a unit to provide application
functionality. A custom app is like a standard app, but with custom tabs
(created for custom objects)
69. Custom objects are database tables that have been customized to allow
you to store info unique to your organization e.g. Finance & Contract
Object
70. A custom tab is just like a standard tab. It is a user interface component
you create to display custom object data or other web content embedded
in the application.
71. A package is a container for an app and its components. Packages are
used to bundle the app or component along with additional related
components so that they can be loaded onto the AppExchange together.
72. Since you may have different business processes, you may define record
types for different situations. e.g. TIC opps vs LOC opps record list
73. Multitenant Architecture (All users & applications share a single common
infrastructure & code base which is centrally maintained) - Easy
Customization - Better Access
74. An app store where people can purchase or sell custom apps. **Anyone
even Non-SFDC users can browse and test drive**
75. Restore recently deleted records for 30 days before permanent delete -
Storage is 250 times Storage MBs - If organisation reaches limit then SF
auto removes the oldest records if they've been in the bin for at least 2
hours
76. Every user is assigned a profile - Contains the settings&permissions that
control what users can do within SFDC& partner & customer portals
77. Client accounts are enabled by a new class of account record. It merges
contact functionality with account features (I believe this is now a Person
record)
78. The console is a tab that combines a list view and related records into one
screen, with different frames so that users have all the info the need when
using SF
79. Criteria is met -> Rule is Triggered -> Executes an action
80.1. Login Hour Restrictions on Profile 2. IP Address from profile 3. If no IP
Profile settings then SF checks the following: - If browser has a SF cookie
- If IP is in Org Trusted IP list - If neither of the above - BLOCKED!
81. SAAS is a way of delivering applications over the Internet. No installing or
running software, simply access it via the Internet.
82. 1 - Select an App 2 - Examine the Package 3 - Select Security settings 4 -
Install App components 5 - Configure App components
83. It is an account sharing system which grants access to accounts based on
the location characteristics of the account.
84. Roles are key to the sharing rules. Users should be grouped into roles
based on their need for access to data **Roles are also key for reports**
85. Through a website Access can be gained through SF Setup
86. An algorithm that derives its value from our other fields, expressions or
values
87. Record count related to master record - Sum, min or Max value of a field
in the detail records
88. No
89. No
90. No
91. No
92. No
93. Company HQ Info Corporate Locale Settings Data & File Storage
Available Licenses Manage Currencies Business Hours Holidays
94. A report type defines the set of records and fields available to a report
based on the relationships between a primary object and related objects
95. A user can become a record owner by either creating or by acquiring
record ownership via transfer from a previous owner.
96. Insert Update Upsert Delete Export
97. Accounts to Opportunities, or Contacts to Cases
98. Campaign Member or Contact Role
99. Using time zone
100. To organize, Documents, Reports, Dashboards and
Communication Templates
101. Help in managing support workload - Allows different levels of
support ensuring cases are auto prioritized - Cases can be put in different
queues (Manually or Auto)
102. Profile controls how a user sees records (record types, page
layouts, fields, etc.) and what a user can do (C-R-E-D) with records. Role
controls the level of visibility that users have to organization's data.
103. Page Layouts & FLS both require you to set permissions for
visibility. Whichever has the most restrictive permission is the one which
takes precedence.
104. Users must add their security token to the end of their password to
log in
105. The user is prompted to click a Send Activation Link
106. Salesforce.ID
107. Excel add in allows you to change values from imported SF reports
& import back into SF without creating duplicates.
108. By default SFDC uses hierarchies (like role or territory) to
automatically grant access of records to users above the record owner in
the hierarchy.
109. It is defined using a start date & a conversion rate. Each rate is in
effect until the end of time or the day before the next changed in that
currency rate. **The exchange date range can be as short as a day and as
long as alltime*
110. PE: 5 EE: 10 UE: unlimited DE: 10
111. 2 campaigns. The parent campaign and it's child campaign.
Any child campaign of the child will not show but their data is still in the
campaign statistic field values.
112. Max of 20 components
113. 5
114. 10
115.15
116. 1
117.There is only ever one record owner.
118. Unlimited - Two Enterprise - One
119. Mini Page Layout
120. Edit the associated mini-page layout.
121. Setup | Data Management | Mass Transfer Records
122. They lose the original custom profile setting
123. Opportunity Currency
124. No. You would have to use the custom fiscal year structure called
Gregorian Calendar
125. Create a report
126. 1. Validation Rules 2. Assignment Rules 3. Auto Response Rules 4.
Workflow Rules 5. Escalation Rules
127. Objects and tabs are different entities in salesforce.com. Objects
are akin to tables with additional functionality like page layouts, record
types, and workflow. Tabs can be attached to objects to give users
additional UI tools to work with an objects' data.
128. No
129. 1. System Admin 2. Standard Platform User 3. Standard Platform
One App User 4. Standard User 5. Partner User 6. High Volume Customer
Portal User 7.Authenticated website user 8. Customer Portal User 9.
Customer Portal manager 10. Solution Manager 11. Marketing user 12.
Contract manager 13. Read Only 14. Chatter Only User 15. Chatter free
user 16. Chatter Moderator User
130. Sales Call Centre Ideas Marketing
131. Account Account (Territory) Campaign Case Contact Custom
Object Lead Opportunity
132. Reports Email Templates Dashboards Documents
133. Accounts, Activities, Assets, Campaigns, cases, Contacts,
Contracts, Dashboards, Documents, Forecasts, Leads, Opportunities,
Opportunity Products, Pricebooks, Products, Reports, Solutions, Users
134. 1) Skill requirements 2) Product categories 3) Customer Types 4)
Service levels
135. 1) Word frequency in all solutions 2) Word frequency in similar
cases with related solutions 3) Word similarities to self-closed cases and
solutions rated useful by Self-Service users
136. 1) Email Alert 2) Field Update 3) Task 4) Outbound XML message
via the API
137. 10
138. Mutli select picklists can only be dependent but not controlling
fields
139. Users do not have to navigate to the home page to see recent
records, access the recycle bin, or utilize custom links
140. Accounts, Activities, Assets, Campaigns, Cases, Contacts,
Contracts, Dashboards, Documents, Forecasts, Leads, Opportunities,
Opportunity Products, Pricebooks, Products, Reports, Solutions, Users
141. 1) Multi-tenant 2) Pay-as-you-go 3) Automatic Upgrades 4) Real-
time 5) Five times faster
142. 1) System Fields 2) Calculated Fields 3) Read-Only Fields 4)
"Special" Fields (Owner, Record Type, etc.)
143. 1) Default Locale 2) Default Language 3) Default Time Zone 4)
Newsletter Settings
144. Opportunity Lead Case Solution
145. Accounts: Contacts (on business accounts only), attachments,
notes, open activities, open opportunities owned by the current account
owner, and optionally, closed opportunities and open opportunities
owned by other users Leads: Open activities. When transferring leads to a
queue, open activities are not transferred
146. Sales Cloud
147. Calculates the values from a set of related records such as those in
a related list. You can create roll up summary fields that automatically
display a value on a master record based on the values of records in a
detail record. These detail records must be directly related to the master
through a master-detail r'ship.
148. API
149. Fax, because custom phone fields enable click-to-dial
functionality.
150. 4,000 bytes
151.Created by SF and comes in Org. Field properties not editable.
152. Can be controlling but not dependent.
153. System Administrator Standard User Read Only Marketing User
Contract Manager Solutions Manager
154. The email address of the user whose identity is being confirmed.
155. True (but it cannot be a dependent field)
156. True, as long as the administrator has selected the field as one
available for search results.
157. Standard Lookup Enhanced Lookup
158. Sum (Number, currency & Percent) - Min or Max (Number,
Currency, Percent, Date & Date/Time)
159. User A
160. Milestones are required steps in your support process. They're
metrics that represent service levels to provide to each of your customers.
Examples of milestones include first response and resolution times on
cases. **Validation rules can be added to Milestones to ensure they are
met accurately**
161. Groups are sets of users. They can contain individual users, other
groups, the users in a particular role or territory plus all below that role in
hierarchy. **Only admins can set up public groups but everyone can use
them**
162. 1. Launch approval process wizard 2. Specify name, unique name
and description 3. Specify criteria for entering process 4. Specify approver
field and record edit ability 5. Select email template 6. Configure approval
request page layout 7. Specify initial submitters 8. Activate the approval
process
163. Equals, Not Equal to, Less Than, Greater Than, Less than or Equal
to, Greater than or Equal to, Contains, Does not Contain, Starts With,
Includes, Excludes
164. An external ID is a custom field that has been assigned the
"external ID" attribute. It contains identifiers from a system outside of SF
- The external ID is not case sensitive unless it has the "unique" attribute
as well.
165. List View (Top) Detail View (Main) Mini View (Right) Sidebar
(Left)
166. Enable group tasks - Enable sidebar calendar shortcut - Enable
creation of recurring events - Enable activity reminders - Enable spell
checker on tasks & events Enable email tracking
167. Data Import Data Loader External Application Sync
168. 1. Page Layout- Field can be made mandatory from the page layout
when it needs to be made mandatory for a set of users 2. Field Level
Security- Field can be made mandatory from the FLS when it needs to be
made mandatory for all the users in the Organization and even from the
API’s 3. Validation Rule:- Field can be made mandatory from the
Validation Rule when it needs to be made mandatory for user who is
using the same Page layout used by other users
169. Forecasts, Forecast History and Forecast overrides are lost - Fiscal
Period columns not accessible - Opportunity list views won’t include fiscal
period column
170. Company Information - Fiscal Year - Business Hours - Holidays
(Suspend Escalation rules etc.) - My Domain ( Custom URL)
171.Enable collapsible sections, show quick create, enable hover details,
enable related list hover links, inline editing, floating report headers,
printable list views, collapsible sidebar, custom sidebar components on all
pages, home page hover links for events, drag and drop editing on
calendar views, hover links for my tasks list
172. Required, Read-Only, External ID, Unique
173. Text - HTML with Letterhead - Custom HTML - Visualforce
174. Email Alerts Tasks Field Updates Outbound Messages
175. People & Records you can follow - 500 Groups you can join - 100
Groups in your Org - 10,000 Mentions in a single post or comment - 10
Favorites - 50
176. Formulas must be 3900 characters or fewer and there can only be
5 formulas per report.
177. Personal - 0 Contact Manager - 5 Group - 50 Professional - 50
Enterprise - 200 Unlimited - 2000 Developer - 400
178. Search - Create New - Recent Items - Messages & Alerts - Solution
Search Document Search - Dashboard Snapshot - Calendar & Tasks
179. Chart Gauge Metric Table Visualforce Page Custom S-Control
(Have been replaced by Visualforce pages)
180. When you want to choose whether to trigger validation and
workflow rules and when you want to ensure that there are no dupes
created
181. Public Hidden Shared They can be set to Read Only or Read/Write
182. View - Selection of object by ownership Date Range - Selection by
date range on the object
183. Sales, Call Center, Marketing, and Ideas
184. 1. Create Lead Queue 2. Set Lead defaults 3. Create Assignment
rule 4. Create web to lead form 5. Create auto-response rule mimicking
assignment ruleq
185. Criteria Immediate Actions Time Dependent Actions
186. Tabular - Can’t be used for groups or charts Summary - Group
rows & can be used in charts/DB Matrix - Can group by both row &
columns
187. Private Public Read Only Public Read/Write
188. Administrative e.g Modify all data - General User - Manage Cases -
Object Level
189. Original Profile Interface - Enhanced Profile User Interface
190. Run as specified user - runs with security settings of the specified
user Run as logged in user - Dynamic Dashboard
191. Custom Object Tab Custom Web Tab
192. Email to Case (Keeps emails within Firewall and can accept
attachments larger than 10MB) On Demand Email to Case ( Uses Apex
Email services, no firewall issues and no attachments bigger than 10MB)
193. 1) set field-level security for all fields on a particular profile (Setup
| Manage Users | Profiles) 2) set field-level security for a particular field
on all profiles (Setup | Customize, click a tab or activity link, and then
click Fields)
194. Horizontal Bar, Vertical Column, Line, Pie, Donut, Funnel, Scatter,
Combo
195. Auto Number, Formula, Roll Up Summary, Look Up Relationship,
Master Detail Relationship, Checkbox, Currency, date, Date/Time, Email,
Number, Percent, Phone, Picklist, Multiselect Picklist, text, Text Area,
Text Area Long, Text Area Rich, URL
196. Insert Update Delete Export **It requires SF ID for all functions
except additions**
197. Campaign results can be measured through Campaign Hierarchy
data, which provides statistic fields for the campaign and for all
campaigns below it in the hierarchy
198. Any custom object on master side of M-D R'ship - Any standard
object on Master side of M-D R'ship with a custom object - Opportunities
using the values of opportunity products related to the opportunity -
Accounts using the values of related opportunities
199. Case Submission (Users can log Cases) - Comments can be viewed
on Public Cases - View Case submissions - View Activities - Browse
Suggested Solutions (If Enabled)
200. User Name
201. The currency of the master record
202. Business Processes have a probability associated to track progress
towards closed/completed records. All processes can be modified by
Admins.
203. Defines the baseline level of access to data records for all users in
the organization.
204. Page Layouts control the layout and organization of the
information seen by the user in SFDC. Page Layouts can be configured
only for a record detail and edit pages.
205. Sales teams work on OPPORTUNITIES Account Teams work on
ACCOUNTS
206. Layout & organization of detail & edit pages - Which fields, related
lists & custom links users see on detail & edit pages - Which standard &
custom buttons display on detail and edit pages only - Determines some
aspects of mini page layouts, record type & profile associations, related
lists, fields & field access settings
207. Forecasts - Reports - Quotes
208. 1) login hour restrictions on the user's profile 2) IP address
restrictions on the user's profile 3) whether the user is logging in from an
IP address she or he hasn’t used to access Salesforce CRM before: a) If the
user’s login is from a browser that includes a Salesforce cookie, the login
is allowed b) If the user’s login is from an IP address in your
organization’s trusted IP address list, the login is allowed.c) If the user’s
login is from neither a trusted IP address nor a browser with a Salesforce
cookie, the login is blocked.
209. Controls data visibility and record roll up.
210. Text Number Email **Each object can have a max of 3 external
IDs.**
211. Components
212. It's a custom or multi select picklist for which the valid values
depend on the value of another field called the controlling field
213. Determines the level of access to the dashboard data
214. A list of IP Addresses that have been activated for accessing
Salesforce.com
215. A workflow is the easiest way of automating an organizations
standard & most basic processes
216. It allows you to use dated exchange rates to map & manage
fluctuations in currency rates.
217. Chatter is a collaboration application that helps you connect with
co-workers inside your SF organization & share business information
securely & in real time.
218. Account, contact, opportunity
219. Data export is the easiest way to get all of your data out of sf.com
w/o any coding
220. A User setting used to identify a user for federated authentication
single sign-on
221. File Storage = Attachments, Documents, sf.com content objects.
data Storage = everything else
222. On the User record, it is a Checkbox that indicates whether a user
has access to create, edit, and delete campaigns and configure advanced
campaign setup.
223. Mobile Lite is a free, restricted version of SF Mobile that is
available to any SF user who doesn't have a mobile licence.
224. Attachments, Documents, Files, CRM Content, Chatter User
Photos and Attached Files (Not feeds which are data storage) Data
Storage -> EVERYTHING ELSE!
225. To use the campaign import wizards, Marketing Users must have
the Marketing User profile and the Marketing User setting checked (or
the “Import Leads” permission and the “Edit” permission on campaigns
in organizations using Enterprise and Unlimited Editions).
226. The jump start wizard is used for simple approval processes with
one step. SF creates default selections.
227. 2500 Cases - Enterprise
228. 1. User Detail - e.g. Name, Email 2. Assigned Mobile Devices 3.
Quotas - tracks sales quotas 4. Personal Groups 5. Public Groups 6. Queue
Membership 7. Default Account Team 8. Managers in Role Hierarchy 9.
Remote Access - each remote device granted access 10. Managed
Packages - Licences assigned for apps 11. Login History
229. UI - Logging in via web browser API - Everything else
230. On the User record, the Manager field is a lookup field that is
especially useful for creating hierarchical workflow rules and approval
processes without having to create additional hierarchy fields.
231. 50000
232. A Record Merge
233. External ID's are used while importing data into SFDC to prevent
duplicates
234. Each dashboard has a running user, whose security settings
determine which data to display in a dashboard.
235. Many to Many Each case can have many solutions and each
solution can belong to many cases.
236. The Console is a tab that combines a list view and related records
into one screen with different frames.
237. This is the auto sync of data from external email applications like
Outlook & Lotus Notes
238. SF auto extracts all the org data into compressed CSV files & sends
an email confirmation to the Admin. The email will contain a link to the
compressed files. **It's available to Enterprise customers free and Pro
users at a fee of $50 a month**
239. Accounts, Assets, Contacts, Leads, Opportunities, Events, Tasks,
Cases, Solutions
240. Leads Sales (Opportunities) Cases Solutions
241. Accounts, Cases, Contacts, Contracts, Leads, Opportunities,
Solutions, Custom Objects
242. Accounts, Contacts, Leads, Solutions, and Custom objects
243. If your organization uses division & you have the 'Affect by
Divisions', you can set your report to include records in just one division
or all divisions.
244. Private or Read Only
245. Four Types: 1) Text 2) HTML w/ Letterhead 3) Custom HTML 4)
Force.com Pages (Visualforce) note: you cannot send mass email from
Force.com Pages email template
246. When the user saves the record
247. When the object is referenced in a Force.com code (Apex) script.
248. 1) Whenever a login is blocked or 2) returns an API login fault.
249. Need to prevent duplicates and you need to choose whether to
trigger workflow rules (or not)
250. To simplify the number of sharing rules built or when defining
folder or list view access.
251. Security Token
252. The error message
253. Setup | My Personal Information | Change My Display (You can
also access the Customize My Display page via the Customize Page link in
the Dashboard section of the Home tab or on any record detail page.)
254. On the User record
255. Page Layout Editor
256. There are two places where you can make a field required. When
you create certain types of custom fields, you can check the Required
Properties checkbox upon creation. You can also set the properties of a
field to required on the page layout.
257. Accounts, Contacts, Leads, Solutions, Custom Objects
258. Accounts, Activities, Contacts, Campaigns, Assets, Contracts,
Cases, Leads, Opportunities, Calendars, Pricebooks, Custom Objects
259. Currency Locale (Single Currencies Only) - Managing Currencies
(Multiple Currency Companies) - Advanced Currency Management
(mapped exch rates)
260. Summary or matrix (with at least one level of grouping)
261. 1) Opportunity: Stage, Lead Status 2) Case: Status 3) Solution:
Status
262. Forecasts
263. The role hierarchies always takes precedence
264. Enterprise, Unlimited and developer **These are the only types
which allow create, edit and delete of profiles**
265. Administrators.
266. System Administrator profile and Marketing User Profile (import
Leads)
267. The owner of the record, anyone above the owner in the role
hierarchy, and the system administrator profile.
268. Only an Admin
269. Users with 'Manage Custom Report Types' permission and Admins
270. Public Groups Queues Roles Roles & Subordinates
271. To open up access to records you wouldn't naturally get through
organization-wide defaults and role hierarchy. They are the exceptions to
the organization-wide defaults.
272. Teams are used for collaboration, sharing, and for reporting
purposes.
273. Modify the related list for the custom object on the Contact page
layout
274. A combination of workflow and escalation rules. Configure an
escalation rule to determine when and under what circumstances a case
escalates. When escalation occurs, use workflow to send email to a
designated contact email address.
SalesForce.com ADM 201 test – Flashcards
How to use:
Fold the page back along the middle line.
Glue together.
Cut between the cards.
A workflow action sends a task to the role US
To the record owner, because there are multi
Sales Director. There are five users in the role.
users in the role and you can only assign one u
When the action executes, to which user or users
to a task.
will the task be assigned?
A workflow rule runs every time an opportunity is
created or edited, and checks whether the amount
field is greater than 1M, and did not previously
meet the trigger criteria. If the amount of an None
opportunity is 2M, and is not edited, and the user
edits the stage field, would all, some, or no
workflow actions execute?
Adding an email from Microsoft Outlook using
Salesforce Outlook Edition is an example of what API
type of usage? API or UI
Applications are built on which platform? Force.com
Are currency settings profile wide or org wide? Org Wide
Are data validation rules executed for a field or for a
Record
record?
No, the only limitation is that users cannot cre
Are there any limits to the number and type of list list views in the console, but can utilize any l
views that can be created in a console? views in the console created on correspondin
tabs.
Are there any limits to the purchase number of
No
Chatter Licences?
Area companys default Time Zone, Currency,
Org Wide **Individual Profile Settings overr
Locale & Language setttings Org Wide or Profile
Org Settings though**
specific?
Yes, if the Admin or other Moderator assigns t
Can a Chatter Plus user be a Chatter moderator?
priviledge to them.
Can a Chatter Plus user create new WF rules? No, but they can approve existing WF rules
Can a checkbox be a controlling field in a
Yes, but it cannot be a dependent field.
dependent list?
Yes, a contact can be part of a Partner Portal as
as Customer portal in salesforce.com. Custom
Portal and Partner portal depend on the user ob
and are not related to the contact object. So
enable both portals for a Contact we need to cr
Can a Contact be part of Partner Portal as well as
two users which will utilize two different
Customer Portal in salesforce.com?
salesforce.com licenses, one license for Custo
portal and other for Partner portal. Both use
created for a same contact will have two diffe
profiles, One for Customer portal and other f
Partner Portal.
No. In order to import members into a campai
Can a user with the Standard User profile import user must have the profile permissions "Imp
members into a campaign? Leads" and "Edit" on campaigns. They must a
have Marketing User selected on their user rec
No, they are unable to access the approval pag
Can an approver approve from a mobile device?
externally from a mobile device.
Can an assigned approver delegate the Yes they can. The delegated approver canno
responsibility? reassign, they can only approve or reject.
Yes, this can be done based on lead assignme
Can an assignment rule be used when importing
rule which is based on the values in certain le
leads?
fields.
Can an object have more than one tab? No
Can both standard and custom fields be set as
No, only custom fields
unique or required in the field options?
No, they are hidden by default. They must b
Can Chatter Only users see standard tabs?
exposed for Chatter Only users.
Can dynamic dashboards schedule dashboard
No
refreshes?
Can email notifications be set up to see Chatter Yes, you can also use chatter for
updates? iphone/blackberry
Can multiday events be synced with outlook? No
Yes, it allows credit to be split amongst multip
Can opportunity splitting be enabled?
members of the sales team
Can standard fields be deleted from SFDC? No
Can standard fields be removed from the Page
Yes.
Layout?
Can you have multiple record types in a batch
No, only one record type
import of data using the Import Wizard?
Yes, but permission sharing is reciprocal e.g. G
Can you have public groups as members of other A is a member of Group B, all members of Gro
public groups? have all the permissions granted to Group B and
versa
Can you set default values for dependent fields? No, only for controlling fields
Can you uninstall an AppExchange application
Yes
once it has been deployed?
Can you use a custom summary formula inside a
No
custom summary formula?
3900 characters including spaces, returns and
Character Limit on Formulas?
comments
- They can access standard chatter people, prof
groups & files - View SF Accounts & Contac
View SF CRM Content, SF Ideas & Answer
Characteristics of a Chatter Plus user
Access Dashboards & reports - Create & Appr
Workflow - Use the calendar to create & tra
activities - Modify up to 10 custom objects
Lookup fields allow users to associate 2 reco
together in a relationship. e.g. A contact reco
includes an account lookup field that represe
Characteristics of a lookup field? the r'ship between the contact and its associa
organization. **The object that contains th
lookup field = source object The object the loo
points to = target object**
- Can be enabled on account, contact & custo
objects - Broken into separate search terms at
Characteristics of Enhanced Lookup split between alphabetic, numeric & specia
characters - Can sort & filter by any field in
regular search results - can use wildcards
- By default, all lookups behave as standard
lookups - Only the fields listed in lookup sea
Characteristics of Standard Lookup fields are queried - Return up to 50 records a
time alphabetically and do not allow for sorti
filtering or customizable columns
Manual (AP) vs Automatic (WF) Multiple ste
(AP) vs Single step & action (WF) User Cont
Compare and contract between Approval Req (AP) vs User Contact Not Req (WF) Rec
Processes vs Workflow is locked while in Process (AP) vs Not locked
WF Not all can be modified or deleted (AP) vs
be modified or deleted in WF
Tasks - Use a single data entry - Represent to
items - Can have an associated reminder pop up
recurring functionality built in - Tasks marked
completed when status of record is changed
Compare and contrast Tasks & Events completed Events - Represent calendar items -
have an associated reminder pop up - Can hav
recurring series of events (if enabled) - Eve
marked as completed when the end time of the
is passed by the current time
Managed - Can be upgraded post-installation b
package publisher - Support subscription-bas
Compare the characteristics of Managed Packages
licensing - May contain portions that are lock
vs Unmanaged Packages
Unmanaged - are not locked - cannot be upgrad
the publisher
Cannot exceed 5,000 bytes when compiled. T
includes all of the fields, values & formulas. T
Compile size limit on formulas?
is no direct correlation between compile size an
character.
Custom Picklist Fields Controlling or Dependent? Can be either controlling or dependent.
A case is an issue lodged by a customer. It can
in the form of feedback, a problem or a questi
Define a case Cases are most helpful in tracking & solvin
customer issues. Using web to case you can ga
customer feedback given on the company web
The formula is an algorithm that derives its va
Define a custom summary formula
from other fields, expressions or values
Displays any external web-based application or
page in a sf.com tab. You can design web tab
Define a custom web tab
include the sidebar or span across the entir
page without the sidebar.
A multiday event is an events that lasts longer
Define a multiday event 24 hours - this includes 'all day events' tha
stretches more than 1 day.
A solution is a detailed description of a custom
issue and the resolution of that issue. Solutio
managers, admins and anyone with the approp
Define a solution
permissions can create, review and categoriz
solutions. They can also publish solutions to th
service portal & make solutions public
This is the action that is taken once a workflo
Define a workflow action
rule is met
A workflow rule is executed by SFDC when
Define a workflow rule
pre-defined criteria has been matched.
It automatically routes customer cases to indiv
reps or queues based on business rules or crit
Define Case Assignment rules
**Only one rule can be active at a given time
Validation rules verify that the data a user enter
Define Data Validation record meets the standards you specify before
user can save a record.
Similiar to web-to -case, SFDC takes the cont
of an email and auto-populates fields based on
Define Email-to-Case
e.g. Email subject heading becomes case subj
field
A set of functionality that allows administrato
more efficiently standardize around interna
Define Salesforce CRM workflow
procedures and automate elements of busine
processes.
A list of 10 relevant solutions that may help
Define suggested solutions and explain where to
users/customer solve a case Can be set up thro
use them
the self service portal pages related list
An approval process is the automated proce
Define the basics of the workflow approval
which your organisation can use to approv
process
records in SF
Lets you apply specific time zones and locatio
cases, case escalation rules and case mileston
Define the Business Hours rule
**Business Hours on a case are auto set to O
Default**
Sends an auto email response to case submiss
Define the case auto response rule based on the attributes SF reads in the submis
and uses for response selection
SF triggers an escalation of a case when it me
Define the case escalation rule certain time-dependent criteria eg if a case has
been resolved in 12 hours
Standard user perm + edit, approve, activate
Define the Contract Manager profile.
delete contracts
Define the Marketing User Profile. Standard user perm + can import leads for the O
Define the Read Only Profile. Can only view records
Standard user perm + can manager solutions
Define the Solution Manager Profile.
solution categories
Define the Standard User profile. Can view, edit & delete their own records
"Super User" - Can customize & administrate
Define the system Admin profile.
Org
When a feedback form on the companys websi
Define Web-to-Case used, SFDC takes the input and fields are au
populated from the content of the form.
This rule is a set of conditions for sending au
email reponses to lead or case submissions base
Define what a Lead Auto response rule is the attributes of the submitted record. This
applicable for those leads captured through we
lead forms.
- You need to import 50,000 to 5 Million Reco
- You need to load into an object that does n
Define when to use Data Loader support web based importing - You want to sch
regular data loads e.g. nightly - You want to ex
for back up purposes
- You are loading less than 50,000 records - T
object you need to import is supported by the
Define when to use Web Based Import based import wizards - You want to prevent du
by uploading records to account name & sit
contact email address or lead address.
An app is a group of tabs that work as a unit
provide application functionality. A custom ap
Describe a custom app
like a standard app, but with custom tabs (crea
for custom objects)
Custom objects are database tables that have b
Describe a custom object customised to allow you to store info unique
your organisation e.g Finance & Contract Ob
A custom tab is just like a standard tab. It is a
interface component you create to display cus
Describe a custom object tab
object data or other web content embedded in
application.
A package is a container for an app and its
components. Packages are used to bundle the
Describe a managed package or component along with additional related
components so that they can be loaded onto t
AppExchange together.
Since you may have different business proces
Describe how to use record types you may define record types for different
situations. e.g. TIC opps vs LOC opps record
- Multitenant Architecture (All users&applicat
Describe some of the key characteristics of a share a single common infrastructure&code b
SAAS Model which is centrally maintained) - Easy Customiz
- Better Access
An app store where people can purchase or s
Describe the AppExchange custom apps. **Anyone even Non-SFDC us
can browse and test drive**
- Restore recently deleted records for 30 day
before permanent delete - Storage is 250 tim
Describe the capabilities of the Recycle Bin Storage MBs - If organisation reaches limit the
auto removes the oldest records if they've bee
the bin for at least 2 hours
- Every user is assigned a profile - Contains t
Describe the characteristics of a profile settings&permissions that control what users
do within SFDC& partner & customer porta
Client accounts are enabled by a new class o
account record. It merges contact functionali
Describe the client management feature
with account features (I believe this is now
Person record)
The console is a tab that combines a list view
related records into one screen, with differe
Describe the Console
frames so that users have all the info the need w
using SF
Criteria is met -> Rule is Triggered -> Executes
Describe the function of a workflow
action
1. Login Hour Restrictions on Profile 2. IP
Address from profile 3. If no IP Profile settin
Describe the Identity Confirmation feature then SF checks the following: - If browser ha
SF cookie - If IP is in Org Trusted IP list - I
neither of the above - BLOCKED!
SAAS is a way of delivering applications over
Describe the SAAS Model Internet. No installing or running software, sim
access it via the Internet.
1 - Select an App 2 - Examine the Package 3 - S
Describe the steps to installing a package Security settings 4 - Install App component
5 - Configure App components
It is an account sharing system which grants ac
Describe the territory management feature to accounts based on the location characteristic
the account.
Roles are key to the sharing rules. Users shoul
Describe the use of roles grouped into roles based on their need for acce
data **Roles are also key for reports**
Through a website Access can be gained thro
Describe the ways to access the self service portal
SF Setup
An algorithm that derives its value from our ot
Description of a Formula
fields, expressions or values
Different calculations available in a roll up - Record count related to master record - Sum,
summary? or Max value of a field in the detail records
Do Chatter Plus users have access to
No
opportunities?
Do Mass Transfers trigger workflow rules? No
Do partners & customer portal users have to
No
activate to sign in?
Does changes in Org Time Zone affect Business
No
Hours?
Does Field History data count towards data storage
No
limits?
Company HQ Info Corporate Locale Settings
Elements included in the Company Profile
& File Storage Available Licenses Manage
include?
Currencies Business Hours Holidays
A report type defines the set of records and fie
Explain Custom Report Types available to a report based on the relationshi
between a primary object and related object
A user can become a record owner by eithe
Explain the Record Concept creating or by acquiring record ownership v
transfer from a previous owner.
Functions of the data loader Insert Update Upsert Delete Export
Give an example of a one-to-many relationship
Accounts to Opportunities, or Contacts to Cas
between standard objects
Give an example of where a junction object is used
Campaign Member or Contact Role
between standard objects
How are dates and times calculated? Using time zone
To organize, Documents, Reports, Dashboards
How are folders used?
Communication Templates
- Help in managing support workload - Allow
different levels of support ensuring cases are a
How do case queues assist?
prioritized - Cases can be put in different que
(Manually or Auto)
Profile controls how a user sees records (reco
types, page layouts, fields, etc.) and what a u
How does a profile differ from a role? can do (C-R-E-D) with records. Role controls
level of visibility that users have to organizati
data.
Page Layouts & FLS both require you to se
How does Field Level Security affect page layouts permissions for visibility. Whichever has the m
and visibility? restrictive permission is the one which take
precedence.
How does Salesforce verify the user's identify for Users must add their security token to the end
access via the API? their password to log in
How does Salesforce verify the user's identify for The user is prompted to click a Send Activati
access via the user interface? Link
How does the Import Wizard perform matching
Salesforce.ID
when updating records?
Excel add in allows you to change values fro
How does the Outlook Connector operate? imported SF reports & import back into SF
without creating duplicates.
By default SFDC uses hierarchies (like role
How does the sharing model work within SFDC? territory) to automatically grant access of reco
to users above the record owner in the hierarc
It is defined using a start date & a conversion
Each rate is in effect until the end of time or th
How is advanced currency management
before the next changed in that currency rat
implemented?
**The exchange date range can be as short a
day and as long as alltime*
How many AppExchange Apps can you install? PE: 5 EE: 10 UE: unlimited DE: 10
2 campaigns. The parent campaign and it's ch
How many campaigns will a campiagn hierarchy campaign. Any child campaign of the child, w
related list show? not show but their data is still in the campaig
statistic field values.
How many components are allowed in
Max of 20 components
Dashboards?
How many custom summary formulas can you
5
have per report?
How many fields (columns) can be displayed on a
10
customizable related list?
How many fields can a user choose to display in a
15
list view?
How many objects may be imported or updated
1
using the Data Loader?
How many record owners are there for a given
There is only ever one record owner.
record?
How many schedule refreshes are permitted per
Unlimited - Two Enterprise - One
hour in Unlimited and Enterprise?
How would an administrator modify lookup recods
Mini Page Layout
in a console layout?
How would an administrator modify which fields
Edit the associated mini-page layout.
appear on a lookup hover?
How would you transfer multiple records from one
Setup | Data Management | Mass Transfer Reco
user or queue to another?
If a user is assigned a custom chatter profile, what
happens when they are changed to chatter They lose the original custom profile setting
moderator user profile?
If user currency overrides org currency, then
Opportunity Currency
which currency overrides user currency?
If you defined a custom fiscal year structure, and
then your company decided to use the Gregorian No. You would have to use the custom fiscal y
calendar for fiscal purposes, could you return to structure called Gregorian Calendar
the standard fiscal year calendar?
If your Marketing team needed to add 10,000
existing leads to a campaign at one time, what Create a report
would be on the best way to do this?
1. Validation Rules 2. Assignment Rules 3. A
In what order are rules processed in SFDC? Response Rules 4. Workflow Rules 5. Escalat
Rules
Objects and tabs are different entities in
salesforce.com. Objects are akin to tables wi
Is an object the same thing as a tab? Why or why additional functionality like page layouts, rec
not? types, and workflow. Tabs can be attached t
objects to give users additional UI tools to w
with an objects' data.
Is Identity Confirmation necessary if a User's IP
No
Adress is known and browser cookie exists?
1. System Admin 2. Standard Platform User
Standard Platform One App User 4. Standard U
5. Partner User 6. High Volume Customer Po
User 7.Authenticated website user 8. Custom
List all the standard profiles
Portal User 9. Customer Portal manager 10
Solution Manager 11. Marketing user 12. Con
manager 13. Read Only 14. Chatter Only User
Chatter free user 16. Chatter Moderator Use
List examples of Salesforce Applications Sales Call Centre Ideas Marketing
Account Account (Territory) Campaign Cas
List the objects that have sharing rules
Contact Custom Object Lead Opportunity
List the places to use folders Reports Email Templates Dashboards Docume
Accounts, Activities, Assets, Campaigns, cas
Contacts, Contracts, Dashboards, Document
List the standard Objects Forecasts, Leads, Opportunities, Opportunit
Products, Pricebooks, Products, Reports,
Solutions, Users
List the type of case queues commonly used by 1) Skill requirements 2) Product categories 3
call centers Customer Types 4) Service levels
1) Word frequency in all solutions 2) Word
List the variables used by suggested solutions to frequency in similar cases with related solution
determine which solutions display as suggested Word similarities to self-closed cases and solu
rated useful by Self-Service users
1) Email Alert 2) Field Update 3) Task 4)
List the workflow actions
Outbound XML message via the API
Max number of Roll up Summary fields? 10
Multi select picklists, can they be dependent or Mutli select picklists can only be dependent b
controlling fields? not controlling fields
Users do not have to navigate to the home pag
Name a productivity advantage of including the
see recent records, access the recylce bin, or ut
sidebar in a console layout
custom links
Accounts, Activities, Assets, Campaigns, Cas
Contacts, Contracts, Dashboards, Document
Name all of the salesforce.com standard objects
Forecasts, Leads, Opportunities, Opportunit
(18)
Products, Pricebooks, Products, Reports,
Solutions, Users
Name three benefits of the cloud computing 1) Multi-tenant 2) Pay-as-you-go 3) Automa
model. Upgrades 4) Real-time 5) Five times faster
1) System Fields 2) Calculated Fields 3) Rea
Name three fields not supported by inline editing. Only Fields 4) "Special" Fields (Owner, Reco
Type, etc.)
Name three settings on the Company Information 1) Default Locale 2) Default Language 3) Def
page that administrators can edit Time Zone 4) Newsletter Settings
Objects which require a business process? Opportunity Lead Case Solution
Accounts: Contacts (on business accounts on
attachments, notes, open activities, open
opportunities owned by the current account ow
On which Standard Objects are related items
and optionally, closed opportunities and ope
transferred in a Mass Transfer?
opportunities owned by other users Leads: Op
activities. When transferring leads to a queu
open activities are not transferred
Opportunities and Quotes are a part of which
Sales Cloud
Cloud?
Calculates the values from a set of related reco
such as those in a related list. You can create
up summary fields that automatically display
Roll Up Summary Fields description value on a master record based on the values
records in a detail record. These detail records
be directly related to the master through a mas
detail r'ship.
Salesforce for Microsoft Outlook is which type of
API
Client?
Salesorce.com recommends that you do not use a
Fax, because custom phone fields enable
custom phone field for what type of phone
click-to-dial functionality.
number?
Save size limit on formulas? 4,000 bytes
Created by SF and comes in Org. Field propert
Standard Fields are?
not editable.
Standard picklist fields controlling or dependent? Can be controlling but not dependent.
System Administrator Standard User Read O
Standard Profiles are? Marketing User Contract Manager Solution
Manager
To which email address does Salesforce CRM The email address of the user whose identity
send an activation message? being confirmed.
True or False: A Checkbox can be a controlling
True (but it cannot be a dependent field)
field in a field dependency?
True or False: Some end users can display
True, as long as the administrator has selected
different fields on search results from other end
field as one available for search results.
users.
Two types of lookup Standard Lookup Enhanced Lookup
- Sum (Number, currency & Percent) - Min
Types of Roll up summary fields Max (Number, Currency, Percent, Date &
Date/Time)
User A modifies a record. This modification
triggers a workflow rule for immedaite execution
that includes a field update on the current record. User A
After the execution is complete, what user will be
listed under the Last Modified field of this record?
Milestones are required steps in your suppo
process. They're metrics that represent servi
levels to provide to each of your customers
What are case milestones? Examples of milestones include first response
resolution times on cases. **Validation rules ca
added to Milestones to ensure they are me
accurately**
Groups are sets of users. They can contain
individual users, other groups, the users in
What are public groups? particular role or territory plus all below that r
in hierarchy. **Only admins can set up publ
groups but everyone can use them**
1. Launch approval process wizard 2. Specify n
unique name and description 3. Specify criteri
entering process 4. Specify approver field and r
What are the 8 steps to the approval process
editability 5. Select email template
wizard?
6. Configure approval request page layout 7
Specify initial submitters 8. Activate the appro
process
Equals, Not Equal to, Less Than, Greater Th
Less than or Equal to, Greater than or Equal
What are the advanced filters of reports?
Contains, Does not Contain, Starts With, Inclu
Excludes
- An external ID is a custom field that has be
assigned the "external ID" attribute. It contai
What are the characteristics of an external ID? identifiers from a system outside of SF - Th
external ID is not case sensitive unless it has
"unique" attribute as well.
What are the components which make up the List View (Top) Detail View (Main) Mini Vi
Console? (Right) Sidebar (Left)
- Enable group tasks - Enable sidebar calend
shortcut - Enable creation of recurring event
What are the customisable settings for activities?
Enable activity reminders - Enable spell chec
on tasks & events - Enable email tracking
What are the different types of data migration Data Import Data Loader External Applicati
tools? Sync
1. Page Layout:- Field can be made mandatory
the page layout when it needs to be made mand
for a set of users 2. Field Level Security:- Field
be made mandatory from the FLS when it need
What are the different ways of making a field be made mandatory for all the users in the
mandatory? Organization and even from the API’s 3. Valid
Rule:- Field can be made mandatory from th
Validation Rule when it needs to be made
mandatory for user who is using the same Pa
layout used by other users
- Forecasts, Forecast History and Forecast
What are the effects of enabling custom fiscal overrides are lost - Fiscal Period columns n
year? accessible - Opportunity list views wont inclu
fiscal period column
- Company Information - Fiscal Year - Busin
What are the elements of the company profile? Hours - Holidays (Suspend Escalation rules et
My Domain ( Custom URL)
Enable collapsible sections, show quick crea
enable hover details, enable related list hove
links, inline editing, floating report headers
What are the features the SF admin can edit &
printable list views, collapsible sidebar, custo
control?
sidebar components on all pages, home page h
links for events, drag and drop editing on cale
views, hover links for my tasks list
What are the field property options for Custom
Required, Read-Only, External ID, Unique
Fields?
- Text - HTML with Letterhead - Custom HTM
What are the four different types of templates?
Visualforce
What are the four possible types of actions Email Alerts Tasks Field Updates Outboun
available as a workflow action? Messages
People & Records you can follow - 500 Grou
you can join - 100 Groups in your Org - 10,0
What are the limits on Chatter?
Mentions in a single post or comment - 10
Favourites - 50
What are the limits on Custom Summary Formulas must be 3900 characters or fewer an
formulas? there can only be 5 formulas per report.
Personal - 0 Contact Manager - 5 Group - 5
What are the limits on the number of custom
Professional - 50 Enterprise - 200 Unlimited
objects in the various SF editions?
2000 Developer - 400
- Search - Create New - Recent Items - Messa
What are the main areas of the Home tab? & Alerts - Solution Search - Document Searc
Dashboard Snapshot - Calendar & Tasks
Chart Gauge Metric Table Visualforce Pag
What are the possible Dashboard Component
Custom S-Control (Have been replaced by
types?
Visualforce pages)
When you want to choose whether to trigge
What are the pros of using the Application Import
validation and workflow rules and when you w
Wizard vs. the Data Loader?
to ensure that there are no dupes created
Public Hidden Shared They can be set to Re
What are the settings for folder visibility?
Only or Read/Write
View - Selection of object by ownership Dat
What are the standard filters of reports?
Range - Selection by date range on the objec
What are the standard salesforce.com
Sales, Call Center, Marketing, and Ideas
Applications?
1. Create Lead Queue 2. Set Lead defaults 3. C
What are the steps to building rules for a lead Assignment rule 4. Create web to lead form
queue etc 5. Create auto-response rule mimicking
assignment ruleq
What are the three components of a workflow Criteria Immediate Actions Time Dependen
rule? Actions
Tabular - Cant be used for groups or charts
Summary - Group rows & can be used in
What are the three different report types
charts/DB Matrix - Can group by both row
columns
What are the three type of sharing model settings? Private Public Read Only Public Read/Write
What are the three types of permissions you can - Administrative e.g Modify all data - Gener
set in a profile? User - Manage Cases - Object Level
- Original Profile Interface - Enhanced Profi
What are the two interfaces for managing profiles?
User Interface
Run as specified user - runs with security setti
What are the two options for defining running user of the specified user Run as logged in user
Dynamic Dashboard
What are the two types of custom tabs? Custom Object Tab Custom Web Tab
Email to Case (Keeps emails within Firewall
can accept attachments larger than 10MB) O
What are the two types of Email to Case? Demand Email to Case ( Uses Apex Email
services, no firewall issues and no attachmen
bigger than 10MB)
1) set field-level security for all fields on a
particular profile (Setup | Manage Users | Prof
What are the two ways you can define field-level
2) set field-level security for a particular field
security?
all profiles (Setup | Customize, click a tab o
activity link, and then click Fields)
Horizontal Bar, Vertical Column, Line, Pie,
What are the types of chart available?
Donut, Funnel, Scatter, Combo
Auto Number, Formula, Roll Up Summary, L
Up Relationship, Master Detail Relationshi
Checkbox, Currency, date, Date/Time, Ema
What are the types of custom fields?
Number, Percent, Phone, Picklist, Multisele
Picklist, text, Text Area, Text Area Long, Te
Area Rich, URL
Insert Update Delete Export **It requires SF
What can a data loader be used for?
for all functions except additions**
Campaign results can be measured through
Campaign Hierarchy data, which provides stat
What can be used to measure campaign results?
fields for the campaign and for all campaigns b
it in the hierarchy
- Any custom object on master side of M-D R'
- Any standard object on Master side of M-D R
with a custom object - Opportunities using t
What can roll up summary fields be created on?
values of opportunity products related to th
opportunity - Accounts using the values of rel
opportunities
- Case Submission (Users can log Cases) -
What content is available via the Self Service Comments can be viewed on Public Cases - V
Portal? Case submissions - View Activities - Brows
Suggested Solutions (If Enabled)
What determines a unique user record? User Name
What determines the currency of the Roll Up
The currency of the master record
Summary field?
Business Processes have a probability associa
What do Business processes do? to track progress towards closed/completed
records. All processes can be modified by Adm
Defines the baseline level of access to data reco
What do organization-wide defaults control?
for all users in the organization.
Page Layouts control the layout and organizati
the information seen by the user in SFDC. Pa
What do page layouts control?
Layouts can be configured only for a record d
and edit pages.
Sales teams work on OPPORTUNITES Acco
What do sales teams work on?
Teams work on ACCOUNTS
- Layout & organization of detail & edit page
Which fields, related lists & custom links user
on detail & edit pages - Which standard & cus
What does a Page Layout control? buttons display on detail and edit pages only
Determines some aspects of mini page layou
record type & profile associations, related lis
fields & field access settings
What does custom fiscal year setting affect? - Forecasts - Reports - Quotes
1) login hour restrictions on the user's profile 2
address restrictions on the user's profile 3) whe
the user is logging in from an IP address she o
hasn’t used to access Salesforce CRM before:
the user’s login is from a browser that include
What does Salesforce.com confirm each time a
Salesforce cookie, the login is allowed b) If t
user logs in?
user’s login is from an IP address in your
organization’s trusted IP address list, the logi
allowed.c) If the user’s login is from neither
trusted IP address nor a browser with a Salesfo
cookie, the login is blocked.
What does the role hierarchy control? Controls data visibility and record roll up.
Text Number Email **Each object can have a m
What field types can be external ID's?
of 3 external IDs.**
What is a dashboard comprised of? Components
It's a custom or multi select picklist for which
What is a dependent picklist? valid values depend on the value of another fi
called the controlling field
Determines the level of access to the dashboa
What is a running user?
data
A list of IP Addresses that have been activated
What is a Trusted IP Range?
accessing Salesforce.com
A workflow is the easiest way of automating
What is a workflow?
organizations standard & most basic processe
It allows you to use dated exchange rates to ma
What is advanced currency management?
manage fluctuations in currency rates.
Chatter is a collaboration application that he
you connect with co-workers inside your S
What is Chatter?
organisation & share business information
securely & in real time.
What is created when a lead is created? Account, contact, opportunity
Data export is the easiest way to get all of you
What is Data Export?
data out of sf.com w/o any coding
A User setting used to identify a user for federa
What is Federation ID?
authentication single sign-on
File Storage = Attachments, Documents, sf.co
What is File Storage vs. Data Storage?
content objects. data Storage = everything els
On the User record, it is a Checkbox that indic
whether a user has access to create, edit, and d
What is Marketing User setting for?
campaigns and configure advanced campaig
setup.
Mobile Lite is a free, restricted version of SF M
What is Mobile Lite? that is available to any SF user who doesn't ha
mobile licence.
Attachments, Documents, Files, CRM Conte
Chatter User Photos and Attached Files (Not f
What is part of file storage?
which are data storage) Data Storage ->
EVERYTHING ELSE!
To use the campaign import wizards, Market
Users must have the Marketing User profile a
What is required to use the Campaign Import the Marketing User setting checked (or the
wizard? “Import Leads” permission and the “Edit”
permission on campaigns in organizations us
Enterprise and Unlimited Editions).
The jump start wizard is used for simple appro
What is the Jump Start Approval Wizard? processes with one step. SF creates default
selections.
What is the limit on email to cases per day? 2500 Cases - Enterprise
1. User Detail - e.g. Name, Email 2. Assigne
Mobile Devices 3. Quotas - tracks sales quota
Personal Groups 5. Public Groups 6. Queu
What is the list of the information on the user Membership 7. Default Account Team 8.
record? Managers in Role Hierarchy 9. Remote Acce
each remote device granted access 10. Manag
Packages - Licences assigned for apps 11. Lo
History
What is the main differences in logging in via UI UI - Logging in via web browser API - Everyth
vs API? else
On the User record, the Manager field is a loo
field that is especially useful for creating
What is the Manager field? hierarchical workflow rules and approval proce
without having to create additional hierarchy fi
What is the maximum number of records which
50000
can be imported via campaign?
What is the only exception to data validation? A Record Merge
External ID's are used while importing data i
What is the purpose of an external ID?
SFDC to prevent duplicates
Each dashboard has a running user, whose sec
What is the purpose of the Dashboard Running
settings determine which data to display in
User
dashhboard.
What is the relationship between Solution and Many to Many Each case can have many soluti
Cases? and each solution can belong to many cases
The Console is a tab that combines a list view
What is the salesforce Console? related records into one screen with differen
frames.
This is the auto sync of data from external em
What is the use of External Application Sync?
applications like Outlook & Lotus Notes
SF auto extracts all the org data into compres
CSV files & sends an email confirmation to
Admin. The email will contain a link to the
What is weekly export service?
compressed files. **It's available to Enterpri
customers free and Pro users at a fee of $50
month**
What objects allow viewing, creating, editing and Accounts, Assets, Contacts, Leads, Opportunit
deleting within Mobile Lite? Events, Tasks, Cases, Solutions
What objects have standard business processes? Leads Sales (Opportunities) Cases Solutions
What objects is field history tracking available Accounts, Cases, Contacts, Contracts, Leads
for? Opportunities, Solutions, Custom Objects
What objects may be imported or updated using Accounts, Contacts, Leads, Solutions, and Cust
the Import Wizard? objects
If your organisation uses division & you have
What personalisation can be done with divisions 'Affect by Divisions', you can set your report
include records in just one division or all divisio
What status must a record be in order for the
Private or Read Only
sharing button to appear?
Four Types: 1) Text 2) HTML w/ Letterhead
What types of custom email templates can you Custom HTML 4) Force.com Pages (Visualfo
create? note: you cannot send mass email from Force.
Pages email template
When are data validation rules enforced? When the user saves the record
When can you NOT delete all the record types for When the object is referenced in a Force.com c
an object? (Apex) script.
1) Whenever a login is blocked or 2) returns
When does Salesforce verify the user’s identity?
API login fault.
When is it appropriate to use the Import Wizard Need to prevent duplicates and you need to cho
vs. the Data Loader? whether to trigger workflow rules (or not)
To simplify the number of sharing rules built
When would you choose to build a public group?
when defining folder or list view access.
When you change your password, what else
Security Token
changes?
When you define a data validation rule, what must
The error message
you also define?
Setup | My Personal Information | Change M
Display (You can also access the Customize
Where can you change various personal display
Display page via the Customize Page link in
options?
Dashboard section of the Home tab or on an
record detail page.)
Where is the "Allow Forecasting" setting? On the User record
Where would the Admin make a field required? Page Layout Editor
There are two places where you can make a f
required. When you create certain types of cus
Where would you make a field required? fields, you can check the Required Propertie
checkbox upon creation. You can also set th
properties of a field to required on the page lay
Accounts, Contacts, Leads, Solutions, Custo
Which objects can be imported via data import?
Objects
Accounts, Activities, Contacts, Campaigns
Which objects can the sharing model settings be
Assets, Contracts, Cases, Leads, Opportuniti
applied to?
Calendars, Pricebooks, Custom Objects
- Currency Locale (Single Currencies Only)
Managing Currencies (Multiple Currency
Which places is currency specified?
Companies) - Advanced Currency Managem
(mapped exch rates)
Which report formats must be used to create Summary or matrix (with at least one level o
dashboard components? grouping)
Which special picklist fields are not available for 1) Opportunity: Stage, Lead Status 2) Case: St
Record Types? 3) Solution: Status
Which tab can you NOT rename? Forecasts
Which takes precedence between role hierarchies
The role hierarchies always takes precedence
and organisation wide defaults?
Enterprise, Unlimited and developer **These
Which three types of SF allow standard and
the only types which allow create, edit and de
custom profiles?
of profiles**
Who can create Custom Fields? Administrators.
System Administrator profile and Marketing U
Who can import data for all users?
Profile (import Leads)
The owner of the record, anyone above the own
Who can manually share records? the role hierarchy, and the system administra
profile.
Who can recall a record when it has been
Only an Admin
submitted for approval?
Users with 'Manage Custom Report Types'
Who can set the custom report types?
permission and Admins
Public Groups Queues Roles Roles &
Who can sharing rules be established between?
Subordinates
To open up access to records you wouldn't
naturally get through organization-wide defau
Why are sharing rules used?
and role hierarchy. They are the exceptions to
organization-wide defaults.
Teams are used for collaboration, sharing, and
Why utilize Account Teams and Sales Teams?
reporting purposes.
You create a lookup field from a custom object to
the Contact object. When a user looks at the custom
Modify the related list for the custom object on
object's related list on a contact record, the user sees
Contact page layout
only one column. How would you allow users to
see more columns?
A combination of workflow and escalation ru
Your support SLA requires that the associated Configure an escalation rule to determine wh
contact automatically receives an email when a and under what circumstances a case escalat
case escalates. How would you achieve this? When escalation occurs, use workflow to se
email to a designated contact email address
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