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Terms in this set (60)
What can be synced to and from your email client using Lightning Sync? (Select 2)
Your manager has asked you to setup automation so that when a customer submits a case via Email to Case, they recieve their assigned case number. What feature will meet this requirement?
Email to Case
The Sales Manager of Acme Shoes would like to get a report of opportunities grouped by sales stage. What kind of report meet this requirement:
All Salesforce Reports
When are Data validation Rules Enforced?
Upon editing a field
Upon saving a record
Upon opening a record
Upon closing the record
Upon saving a record*
An SFB Industries Marketing manager would like to generate a list of contacts for a mailing list. What type of report would be the most appropriate to use:
All of the following objects may have a queue EXCEPT
What permissions are needed to import leads and contacts to a Campaign?
Marketing User permission set
Marketing user checkbox & profile
Marketing user checkbox on user.
Marketing user profile
Marketing user checkbox & profile*
A sales rep would like to collaborate with a client on Chatter. What license type would you recommend to achieve this?
What are the different types of Sharing Rules? (Select 4)
Case Sharing Rules
Activity Sharing Rules
Lead Sharing Rules
Custom Object Sharing Rules
Account Sharing Rules
Case Sharing Rules*
Lead Sharing Rules*
Custom Object Sharing Rules*
Account Sharing Rules*
A system administrator needs to restrict users ability to view a dashboard. How can this be accomplished?
Disable access to the dashboard on the users profile
Restrict the access to the folder that the dashboard is located
Create a sharing rule to restrict the access
Restrict the access to the folder that the source report is located
Restrict the access to the folder that the dashboard is located*
A new triage team is being brought onto Salesforce and needs to have separate case statuses. How can this requirement be met?
Create a new Support Process
Create a new record type
Add new values to the "Status" field
Create a new field
Create a new Support Process*
If an agent determines that an issue on a Case is due to a bug, they would like to alert their backend platform and create a record on that system. Which automation feature would best suit this requirement?
Workflow Rule - Outbound Message
Process Builder - Create a Record
Workflow Rule - Email Alert
Process Builder- Outbound Message
Workflow Rule - Outbound Message*
A Customer Success manager from SFB Industries would like an onboarding case to be created once an Opportunity closes. Which automation feature would best suit this requirement?
To track revenue gain or loss based on currency fluctuations, you must implement what feature?
Advanced Currency Management
Advanced Currency Management*
Which of the following fields CANNOT be a controlling field for Dependent Picklists?
Custom Multi-Select Picklist
Custom Multi-Select Picklist*
Your manager has asked you to look into if Invocing & Accounting can be carried out inside of Salesforce. How can you meet this requirement?
Setup the Invoicing Object
Create a Custom Object called "Invoicing"
Look at the AppExchange
Activate Salesforce Accounting Licenses
Look at the AppExchange*
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? (Select 2)
Grant the sales manager the "Drag-and-Drop Dashboard builder" permission
Create the dashboard as a dynamic dashboard
Grant the sales manager the "View my Teams Dashboard" permission
Grant the sales manager the "Manage Dynamic Dashboards" permission
Create the dashboard as a dynamic dashboard*
Grant the sales manager the "View my Teams Dashboard" permission*
In which scenarios will the sharing button appear?
When the sharing model for the object is public read/write
When the sharing model for the object is private or public read only
It will always appear
When the sharing model for the object is private
When the sharing model for the object is private or public read only*
Where can you make a field required? (Select 3)
Field Edit page
Field Edit page*
A high value customer of SFB Industries has asked for a way for them to view all open cases and add comments. What Salesforce feature would enable this?
Email to Case
Data loss can occur when changing fields from the following types (Select 3)
To a Number field from any other type of field
Changing from a multi-select picklist to any other type
Changing from a Number field to a Text field
Changing from a checkbox to any other type of field
To a Number field from any other type of field*
Changing from a multi-select picklist to any other type*
Changing from a checkbox to any other type of field*
A tab is automatically created when you create a custom object.
A sales manager at SFB Industries would like sales reps to generate PDF quotes out of Salesforce. What can be used to accomplish this?
Opportunities, Quotes, Products & Pricebooks
An AppExchange App
Opportunities & Quotes
Opportunities, Quotes, Products & Pricebooks*
You can restrict a profiles view to a certain field by using which feature?
Field Level Security
Field Level Security*
Which of these features can be utilised on a page layout? (Select 3)
Make a field visible
Make a field required
Make a field read-only
Add conditional highlighting to a field
Rename the label of a field
Make a field visible*
Make a field required*
Make a field read-only*
Why should you consider using the Import Wizard over the Data Loader?
If you need to import to custom objects only
If you require some De-Duplication
If you need to import more than 1,000,000 records
You need field auto-mapping functionality
If you require some De-Duplication*
What is a Bucket Field?
Used in reports to categorise and group report values
A custom field that can be created to group values
A custom field that can be created to store a finite amount of values
Used to group multiple workflows
Used in reports to categorise and group report values*
Gauge and Metric Dashboard component types are based on what from a report?
Which statements about custom summary formulas in reports is true? (Select 2)
Custom summary formulas can be used in a report built from a custom report type
Custom summary formulas can reference another custom summary formula
Custom summary formulas can reference a formula field within a report
Reports can be grouped by a custom summary formula result
Custom summary formulas can be used in a report built from a custom report type*
Custom summary formulas can reference a formula field within a report*
Which of these is not a Salesforce feature?
Email to Lead
Web to Case
Email to Case
Web to Lead
Email to Lead*
Which of the following are standard Salesforce Objects? (Select 3)
Which of these actions can be triggered from a Workflow?
Create Object, New Task, Email Sent,
Field Update, New Task, Email Sent, Outbound Message
Field Update, Email Sent, APEX Trigger, New Task
Email Sent, Field Update
Field Update, New Task, Email Sent, Outbound Message*
You want to give a profile access to a custom object. What would be the best way to do this?
Edit a standard profile
Create a permission set and assign it to relevant users
Clone a standard profile and grant additional access
Create a new profile and grant access
Clone a standard profile and grant additional access*
What Salesforce tool can support your clients, partners and internal agents with information to solve complex problems?
Salesforce Help & Training
Which profiles listed is a standard Profile? (Select 3)
When are workflow rules evaluated?
When a record is created or updated
Before a record is deleted
When a record is created
When a record is cloned
When a record is created or updated*
If a deal is over $100,000 and reaches stage 4 in the sales process, the CEO of SFB Industries would like to be alerted via Chatter. Which automation feature would best suit this requirement?
What should a system administrator use to disable access to a custom application for a group of users?
If the Org Wide Default is Public Read/Write, what feature in Salesforce is needed to restrict access to that object?
An Approval Process begins when a record is..
Submitted for Approval
Submitted for Approval*
Fields which are hidden using Field-Level-Security are still subject to Validation Rules?
A user has locked themselves out of their account in Salesforce and need immediate access. How can you support them? (Select 2)
Unfreeze their account
Unlock their account on their user record
Reset their password on their user record
Grant them login access via your account
Unlock their account on their user record*
Reset their password on their user record*
Your manager has instructed you that a user has been terminated from your company and therefore their access to Salesforce needs to be cut. Because of their seniority, their user has a lot of dependencies in the system. Which feature would best cope with this scenario?
Delete their user record
Freeze their user record
Reset their password
Deactivate their user record
Freeze their user record*
What type of customizations can be done to activities? (Select 3)
What is conditional highlighting for reports?
Users can highlight particularly interesting parts of a report
You can set conditions that when met, will report the calculated fields
Lets you make calculations on custom fields
Shows you visual highlights depending on a threshhold
Shows you visual highlights depending on a threshhold*
How do you delete a user in Salesforce?
You may only delete users via an API
You cannot delete a Salesforce User
Going to their profile and clicking the delete button
Deleting all information from their profile.
You cannot delete a Salesforce User*
Which Salesforce feature allows you to manage files such as Microsoft Powerpoint, video files, and web pages?
Salesforce CRM Content
Attachments & Files
Salesforce CRM Content*
SFB Industries has a private Org. Sometimes it is needed to bring in multiple developers to help solve complex cases. What is the most effective way to give them access?
Create a Case Team
Create a permission set
Manually share the case record
Create a group
Create a Case Team*
What is a roll-up summary field?
The roll-up summary field is accessible via the API
A roll-up summary field is a custom field that aggregates child record information into the parent record
A roll-up summary field is a custom field that aggregates parent record information into the child record
A roll-up summary field lets you rollback the data that was changed last week
A roll-up summary field is a custom field that aggregates child record information into the parent record*
What is a Junction Object?
A Many-to-Many relationship created with two lookup master-detail relationship
A Many-to-Many relationship created with two lookup relationships
A standard object
An object type to connect external web services
A Many-to-Many relationship created with two lookup master-detail relationship*
Which feature allows users to quickly edit fields on the record detail page?
Which of these objects can you map a field to on lead conversion? (Select 3)
How many objects may be imported or updated using the data loader?
What is true about dynamic dashboards:
If a user wants to customise the dashboard, they should use a dynamic dashboard
In dynamic dashboards, the source reports used can vary according to the user
A dynamic dashboard will refresh automatically several times a day
A dynamic dashboard will show data according to the user's security settings
A dynamic dashboard will show data according to the user's security settings*
A sales manager at SFB Industries would like to import leads from a recent event. To ensure efficiency, she would like these to be automatically assigned to the relevant sales rep based on the state field. How can you set this up?
Create a process builder to assign to a certain rep based on the state field
Create a lead assignment rule
Create a Territory assignment rule
Create an Apex trigger to assign to a certain rep based on the state field
Create a lead assignment rule*
A users security token will be refreshed every time their password is changed.
What are two ways leads can be captured with Salesforce? (Select 2)
Web to Lead
Email to Lead
Web to Lead*
What should a system administrator consider before importing a set of records into Salesforce? (Select 2)
Currency field values will default to the personal currency of the record owner
The import file should include a record owner for each record
Data should be de-duplicated in the import file prior to import
Validation rules are not triggered when importing data using the import wizard
The import file should include a record owner for each record*
Data should be de-duplicated in the import file prior to import*
SFB Industries have two distinct teams for selling products and services. Each team has a different sales process, and collects different information during the sale. What features in Salesforce will best cope with this situation?
Create a sales process and a page layout for each team
Create a sales process, page layout, and record type for each team
Create a sales process for each team
Create a page layout and record type for each team
Create a sales process, page layout, and record type for each team*
A customer service manager would like to automatically assign cases to the most appropriate agent to handle the request. What feature could be used:
Case Escalation Rules
Case Assignment Rules
Web to Case
Email to Case
Case Assignment Rules*
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