Formulas ignore Field Level Security settings
It is possible for a user to own a record and not see it.
What is true about dynamic dashboards:
A dynamic dashboard will refresh automatically several times a day
If a user wants to customize 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 show data according to the user's security settings
Gauge and metric dashboard component types are based on what from a report?
Total
Average
Chart
A single value
A range of values
Dashboard components are of type:
Chart (7 types), Gauge, Metric, Table and Visualforce
Chart (4 types), Gauge, Metric, Table and Visualforce
Tabular, Summary, Matrix and Joined
Running user or Dynamic
You can use standard reports when creating Dashboards?
The maximum number of components available on a Dashboard is components, regardless of Salesforce edition.
Salesforce Web-to-Case feature can automatically generate up to new cases a day.
Setting up Web-to-Case involves (check all that apply):
Enabling the feature.
Choosing settings.
Adding the Web-to-Case form to your website.
Setting up API connections between your website and your salesforce org.
Salesforce Web-to-Lead can automatically generate up to leads per day.
Salesforce pending request queue stores requests from what two features? (check all that apply)
Web-to-Case
Web-to-Lead
Email-to-Case
API Requests
The Salesforce pending request queue (for "Web-to-x" features) has a limit of combined requests.
Assignment Rules, Escalation Rules, Workflow Rules and Auto-Response Rules all work with Email-to-Case.
Which of these is not a Salesforce feature?
Email-to-Lead
Leads can be converted to:
Accounts, contacts, opportunities and followup tasks.
Opportunities, contacts, accounts and cases.
Contracts, opportunities, accounts and followup tasks.
Accounts, contacts, opportunities and orders.
When converting a Lead, what values are transferred to the Opportunity?
Lead - Campaign = Opportunity - Primary Campaign Source
Lead - Company = Opportunity: Opportunity Name and Account Name
Lead - Owner = Opportunity - Owner
Lead - Source = Opportunity - Lead Source
Lead - Partner Account = Opportunity - Partner Account
Lead - Description = Opportunity - Description
Lead - Interested Products = Opportunity - Products
When converting a Lead, the Opportunity Close Date is automatically set to:
The Opportunity Close Date preference in Lead Settings.
If the fiscal year in Salesforce is Standard: The last day of the current fiscal quarter. If the fiscal year in Salesforce is Custom: The last day of the current fiscal period. If a fiscal year has not been defined for the current date, the close date is the end of the current calendar quarter.
If the fiscal year in Salesforce is Standard: The first day of the next fiscal quarter. If the fiscal year in Salesforce is Custom: The first day of the next fiscal period. If a fiscal year has not been defined for the current date, the close date is the first of the next calendar quarter.
The Lead conversion date + 90 days.
When converting a Lead to Opportunity the Opportunity Stage is automatically set to:
Prospecting
First picklist value in opportunity Stage picklist
Value set in Lead Settings
First non-closed Stage picklist value
How are Opportunity field values set when converted from Lead? (Check all that apply)
Amount = Lead Amount
Close Date = Today
Stage = First stage in list
Close Date = Last day in fiscal quarter
What should a system administrator consider before importing a set of records into Salesforce?
Currency field values will default to the personal currency of the record owner
The import file should include a record owner column 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
Which objects can the Data Import Wizard import to?
Accounts, Contacts, Person Accounts, Leads, Solutions, Campaign Member status and Custom objects
Assets, Cases, Campaigns, Contracts, Documents, Opportunities, Products
Which objects can't the Data Import Wizard import to?
What is true about the Data Import Wizard?
Can import up to 50,000 records
Can import up to 5 million records
Can import data
Can export data
What is true about using the Data Loader? (check all that apply)
You can load up to 5 million records.
You can load more than 5 milling records.
You can import to most all Salesforce objects, standard and custom.
You want to schedule regular data loads, such as nightly imports.
You can export data for backup purposes.
You can prevent duplicates from loading.
What is true about the Data Import Wizard? (check all that apply)
It can import up to 50,000 records.
It can import up to 100,000 records.
It can import to all standard objects, but not custom objects.
It can import to a number of standard objects, and all custom objects.
It can export data for backup purposes.
It can prevent duplicates when uploading records, according to Account name and site, Contact email address, or Lead email address.
What are the Report standard Summary functions?
Sum, Average, Max, Min
Sum, Dif, Mult, Div
Sum, Max, Min
Number, Percent, Currency
What is true about Custom Summary Formulas? (check all that apply)
A summary formula can't reference another summary formula.
Regardless of the summary formula data type, a summary formula can contain fields of different data types.
Dashboard and report charts display decimal places regardless of what is set for the formula.
When a field is deleted or is unavailable (for example, because of field-level security), all custom summary formulas that contain the field are removed from the report.
Percents are represented as decimals in summary formulas. 20% is represented as 0.20.
Summary fields on reports can display up to 21-digits.
Summary formulas must reference fields must be consistent in referencing fields of the same data type.
The summary types Sum, Largest Value, Smallest Value, and Average are available for use with all report fields.
Regardless of the summary formula data type, your summary formula can contain fields of different data types.
Which statements about custom summary formulas in reports is true? (check all that apply)
Custom summary formulas can reference another custom summary formula
Reports can be grouped by a custom summary formula result
Custom summary formulas can reference a formula field within a report
Custom summary formulas can be used in a report built from a custom report type
It is possible to share a custom object record manually.
In which scenario(s) will the sharing button appear?
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
When the sharing model for the object is public read/write
What permissions are needed to import leads and contacts to a Campaign?
Marketing User profile.
Marketing User permission set.
Marketing User checkbox on User Detail page.
Marketing User checkbox on User Detail page & Marketing User profile.
A user would like to change the language that the user interface is displayed in. How can the administrator accomplish this? There are 2 correct answers.
The administrator changes the Default Language setting in the Company Profile
The administrator advises the user to change the Language setting in the user's Personal Information
The administrator changes the Locale for the user
The adminIstrator changes the Language setting for the user
You would like visitors to your public site to be able to view knowledge base content. What do you need to do to enable this?
Nothing, this is enabled by default
Install an app from the App Exchange
Enable external knowledge access in profile settings
Build a custom solution to expose Knowledge content to a public site
Which of the following is true regarding group tasks:
Group task functionality must be enabled for your organization
Group tasks can only be created for personal groups
Each member of the group is assigned a copy of the task
The same task is assigned to all members of the group
When creating a group task in salesforce, an individual copy of a task can be assigned to as many as ___ users. a. 100 b. 25 c. 10 d. 200
100
50
10
200
Shared Activities lets users relate events to how many contacts and leads?
10 contacts, 10 leads
25 contacts, 25 leads
50 contacts, 1 lead
100 contacts, 10 leads
Shared Activities lets users relate events to how many Leads?
1
What constitutes Activities in Salesforce?
Events, tasks, calls and emails
Tasks, reminders, call logs, progress
Home page, Kanban Board, activity timeline, and reports
Qualification, analysis, proposal, negotiation, close
In Salesforce Classic you can track events, tasks, calls, and emails—collectively called activities—in?
Lists, calendars, and reports
Activities related list and reports
Only in the respective object's record
In Lightning Experience you can track events, tasks, calls, and emails—collectively called activities—in?
You can save dynamic dashboards to personal folders.
You can't schedule refreshes for dynamic dashboards. They must be refreshed manually.
How many dynamic dashboards can you have? Check all that apply.
ENTERPRISE Edition can have up to 5 dynamic dashboards
UNLIMITED and PERFORMANCE Edition can have up to 10 dynamic dashboards
DEVELOPER Edition can have up to 3 dynamic dashboards
UNLIMITED Edition can have an unlimited number of dynamic dashboards
What is true about the running user for a dashboard? Check all that apply.
The dashboard will only display for the running user
The running users security settings will determine the data that is displayed
The running user can be changed on the dashboard view page by authorized users.
If a user drills down into a source report, the report will display data based on the running user's security settings
In dashboards the possible running user settings are (check all that apply):
Run as specified user
Run as logged-in user
Run as specified role
Run as specified profile
Which statement about Case Assignment Rules is correct? Check all that apply.
Multiple assignment rules can be active
A case can be assigned to a user, queue or role
A case assignment rule can include formula rule entries
The assignee will automatically get an email notification when the case is assigned to them
Multiple (case or lead) assignment rules can be active
An assignment rule can assign a case or lead to:
User, queue
User, queue, role
Role, queue
Default rule owner, support/sales team member
How do you enable an email to be sent automatically to an assignee when a case or lead is assigned to them?
In the rule entry, specify the template to use for the email that is automatically sent to the new owner
In the assignment rule, check the Send Email to New Owner checkbox
In the Lead Settings and Support Settings, check Send Email to New Owner checkbox
In the rule entry, simply check the Email checkbox
What are the ways leads can be captured with Salesforce? Check all that apply.
Web to Lead
Email to Lead
Lead Import
Lead Assignment
With Web-to-Lead, you can capture up to leads per day.
Administrators and users with the [Import Leads] permission can import a file of up to leads via the Data Import Wizard in Setup.
Once a qualified lead is converted the lead becomes read-only.
Suppose that an upcoming meeting on your calendar is related to a contact. Where will that event be displayed?
In the Open Activities related list of the contact and the account that the contact is related to.
in the Open Activities related list of the contact.
In the Activity History related list of the contact.
In the Upcoming Meetings list view of the calendar.
How do you assign a task to multiple users in Salesforce Classic?
In the New Task page lookup window, select the Multiple Users tab.
In the Task page, click New Group Task.
You cannot assign a task to multiple users.
In the Activities page, click New and then select the Group Task checkbox.
When assigning a task to multiple users, you can select up to people.
What is true about a task assigned to multiple users? Check all that apply.
Copies of the task are assigned to the selected users, so that each user owns an individual task.
Assigned users can edit, reassign, or delete their individual tasks.
The task is assigned to selected users, and all users must complete the task before it can be set to completed.
Only the task owner can edit, reassign, or delete the group task.
Shared Activities lets you assign events or tasks to multiple users.
What is the purpose of web to lead auto response rules? Check all that apply.
Ensure an email is sent to every lead created
Ensure an email is sent to each lead captured from a web form
Allow different auto response emails to be sent based on lead attributes
Allow the lead to determine if they want an email confirmation of their product interest
When managing campaigns the campaign is executed and managed within Salesforce.
Which of the following are correct regarding Campaign Management? Check all that apply.
Campaigns can be grouped together in a hierarchy
Campaign members can be added from reports
Campaign members can be added from a contact or leads list view
Campaign status can be updated automatically for email campaigns
To create campaign hierarchies populate the Parent Campaign lookup field in the campaign record.
When you create a contact, lead or person account report in Salesforce, you can use the Add to Campaign button to associate those records to a campaign.
When in a contact or lead list view you can click the Add to Campaign button in order to add the records listed to a campaign.
A default schedule is associated with...
A specific product in a specific price book.
A specific opportunity product.
A forecast.
A payment schedule.
When setting up a product with both quantity and revenue schedule, you can select "Repeat Amount for each installment" for both Schedule Types.
Once you close win an opportunity with a quantity and/or revenue scheduled product, without taking any further steps, where can the schedule be viewed and edited? Check all that apply.
In the Opportunity Product (OpportunityLineItem) Schedule related list.
In the Product Schedule object/tab.
In the Quantity Schedule report and Revenue Schedule report, respectively.
In the Product Schedule list view, which contains Quantity Schedule view, Revenue Schedule view, and All Schedules view.
A quantity or revenue schedule must be established before close winning the opportunity.
Your company sells internet service that is invoiced monthly. What should you create to represent this?
A quantity schedule
A revenue schedule
A default quantity and revenue schedule
A default product schedule
Your company would like to display solutions on its website for public access and without requiring visitors to login. What should you as the admin enable?
Public solutions
Solutions within a customer community
Self service community
Solutions portal
How do you enable Public Solutions?
Navigate to Setup > Customize > Self-Service > Public Solutions, enable Public Solutions and Generate HTML
Navigate to Setup > Customize > Solutions > Solutions Settings, enable Public Solutions
Navigate to the Solutions tab, enable Public Access
Navigate to the Solutions tab, enable Solutions Home Page and Generate Solutions URL
When you enable Multilingual Solutions you automatically get what solution categories?
Master Solution and Translated Solution
Master Solution and Child Solution
Native Solution and Translated Solution
Draft Translation, Approved Translation, Published Translation
What are some of the capabilities of solutions?
Solutions can be translated into other languages
Solutions can be categorized
Salesforce can automatically suggest solutions
Salesforce can automatically email solutions when a case is created
An approval request can be assigned to a user or a queue.
What is true regarding approval process capabilities?
If enabled, an approver can receive and reply responses via email.
Records are always locked for all users during an approval process.
Approval requests can only be assigned to users.
Approval requests can be sent via chatter for any standard or custom object that has been enabled for feed tracking.
What is _not_ correct regarding the Cloud Scheduler?
You can invite up to 10 people to a meeting using cloud scheduler.
You can use Cloud Scheduler to request a meeting with a contact, lead, person account, or other Salesforce user.
Salesforce creates a unique Web page for your meeting that displays the proposed meeting times..
You can either propose meeting times or let Salesforce propose times for you.
The maximum number Active lookup filters is per object (as of Winder '17).
The maximum number of Master-Detail relationship fields is per object (as of Winter '17).
The maximum number of Roll-up Summary fields is per object (as of 'Winter 17).
The maximum number of Active Workflow Rules (processes, workflow, assignment, auto-response, and escalation rules) is per object (as of Winter '17).
The maximum number of Custom Relationship Fields is per object (as of Winter '17). This includes both lookup and master-detail fields.
Sales Managers need to view and report on sales revenue across an entire company without having access to a custom object that tracks business expense reimbursement requests. Which permission should a system administrator enable in a custom profile to meet this requirement in a private sharing model?
Read for Accounts
View All for Opportunities
View All Data
Read for Opportunities
