Of the options below what would you use to limit the number of records returned and assist with data consistency?
Picklist and dependent picklist fields
Custom lookup fields and lookup filters
Custom formula fields
Record types and page layouts
Workflow field updates
Your boss wants you to make a report that shows sales growth year over year, which logical command should you use?
priorval custom field + modifier
prevGroupVal
Parentgroupval
preVal
What do you need to configure on a profile to allow it to find duplicate records?
Read and Edit
View All
Merge
Delete
Please identify features from the list below that are included in Live Agent. Choose 3 answers.
Pre-Chat Forms and Post-Chat pages
Block visitors by IP Address
Share the customer's screen
Block visitors by username
Enable agents to include standard responses without having to type each time
If Kristian is always traveling and rarely remembers to bring his computer, how can Andy the admin make it possible to approve work orders from Kristian’s phone? Choose 2 answers.
Enable email approval
Enable chatter feed approval
Enable Salesforce1 for approval processes
Enable SMS/IM approval
How can Michael become the owner of a record he did not create? Choose 3 answers.
Michael accepts record from a queue
If Michael is above the current owner of the record in the role hierarchy
If Michael is already a record owner
If someone shares the record with Michael
If Michael has Modify All Data
What would you use to ensure users are only able to enter permissible value in a field?
A workflow formula field update
A validation rule
An auto response rule
A workflow field update
The sales manager wants to have the Opportunity Owner field changed to “Second Chance Sales Team” when the opportunity status is changed to Closed-Lost. What method would you use to do this?
Create an Auto response rule on the parent account
Create a Workflow field update on the opportunity
Create an Escalation rule on the parent account
Create a Validation rule update on opportunity
Which of the following would cause an Account ID field (required) to not be populated for certain records?
The Account ID field is hidden
The administrator forgot to add the Account ID field in the page layout
The Account ID field is set to Read Only for two profiles
The record owner is above the running user in the role hierarchy
Curl Up and Dye Sales uses Collaborative Forecasting in their Salesforce org. What items will their sales reps not see on the Forecast tab?
Quotas
Data Source
Forecast Categories
Opportunity List column
Forecast range
The support manager needs a report to track the number of cases per week for the next six months to support her request to hire another support rep. How would you comply with her request?
Use reporting snapshots to give her the data she needs
Create a custom report type for her report
Run an existing Standard report
Create an Exception report
Jeremiah needs to set up a relationship between the Demolition Derby object and the Potential Driver object. Each Demolition Derby record should have many Potential Drivers and each Driver should be able to apply for multiple Derby’s. When Potential Driver’s are disqualified their record should be deleted from the Potential Driver record as well as any related information in the Demolition Derby object. What does Jeremiah need to do to configure this?
Create a lookup relationship using a Junction object
Create a many-to-many master-detail relationship using a junction object
Create a lookup relationship on the Potential Driver object
Create a master-detail relationship on the Potential Driver object
Customers are complaining they don’t know where to submit service request. How can the administrator enable these? Choose 2 answers.
Enable a live chat option available on the company website
Enable Chatter answers
Enable the service cloud console on the company website
Enable Case Feed on the company website
A marketing user has been asked to assist on a certain project that he will need additional permissions for. Since other users share his profile, how do you grant access to him without granting access to other marketing users? Choose 2 answers. (This marketing user is a special snowflake that needs access).
Permission set
Delegated administration
Sharing Rules
Role Hierarchy
What access does the “Enable Content Pack Creation” setting allow? Choose 2 answers.
Users can modify existing content packs
Users can only edit the description and title of existing content packs
Users cannot do anything to existing content packs
Users can create new content packs
Which of the following rolls up for both customizable and collaborative forecasting?
Expected Revenue
Quota
Opportunity Amount
Amount
The Sales Manager wants to create different price books for the Eastern, Western, Northern and Southern regions. How does an administrator do this?
Clone the standard pricebook and create separate pricebooks for each region.
Create a separate pricebook for each region.
Add a different list price for products depending on the region.
Add the four different regions, and a new price book is automatically created from the standard pricebook.
New system administrator Brian has realized the prior system administrator had created the Candidate to Job Application relationship as a lookup rather than a master-detail relationship. In order to correct this, Brian needs to configure the Candidate field on the Job Application object to be a master-detail field instead of a lookup. What does he need to verify first?
He needs to make sure the Candidate field is set to Required
He needs to verify that the Candidate field contains a value in all records
He needs to verify that the Candidate field has a related record
Donna, a new HR rep, wants a picklist field on the Position object by end of day tomorrow. You are swamped, and don’t have time to do this for her. Your manager has approved Donna to have access so she can fulfill the request herself. How do you give her access?
Make Donna a delegated administrator for the Recruiting app.
Make Donna a delegated administrator for the Position object.
Assign Donna the "Modify All Data" permission set.
Change the organization-wide default for the Position object to Public Read/Write
Cases of potentially supernatural origin must be restricted to only Level 5 and Level 6 profiles. How can the administrator ensure Level 5 and Level 6 agents have clearance while maintaining security?
Removed the record type access for all users except those with Level 5 or Level 6 permissions
Give the "view all data" to agents with the Level 5 or Level 6 profiles
Create a new profile and assign the 5 agents to it
Create a criteria based sharing rule to share with agents with the Level 5 or Level 6 profiles
Sales reps want to learn more about their potential customers by utilizing the Social Accounts, Contacts and Leads functionality. What options would the system administrator have to enrich their data?
Use Facebook to import educational background
Use the Company's Salesforce Facebook account
Use Linkedln to import educational background
Use Twitter to view recent tweets posted by a contact
Whoyah Sales experiences a very high rate of turnover for sales reps. Management needs an automated process to change the Deal status to “Sales Rep Inactive” after 10 days of no action on the account so it can be reviewed and approved by the manager as a still active account. What automation process can accommodate this most effectively?
Validation Rule, Assignment Rule, Approval Process
Assignment Rule, Approval Process, Workflow Rule
Assignment Rule, Approval Process
Assignment Rule, Auto Response Rule, Workflow Rule
Which of the following can Salesforce Communities NOT be used for? Choose 2 answers.
Use the Ideas tab for community users to submit, like, and promote Ideas
Restrict Communities to only be used by internal Salesforce users
Ensure that Reputation level is the same across all communities
Have Crowd sourced Knowledge accessible in Q&A tab
What two tools have the capability of deploying metadata between organizations regardless of whether or not they are related? Choose 2 answers.
Change Sets
Force.com IDE
Unmanaged Packages
Force.com Migration Tool
A developer has completed work in the sandbox and is ready to send it to a related org, what deployment tool should be used?
Daryll is complaining the status field is no longer on the custom account page layout. What should you check?
Setup Audit Trail
Field History Tracking
System Log
Field Audit
Alex submitted a time off request to his manager, however, the manager has not done anything about it because he didn’t get the email notifications. What should you check? Choose 2 answers.
Email Log
Debug Log
Time-Based Workflow
The new VP has requested that you set up entitlements. What permissions do you need to do this? Choose 2 answers.
Manage Entitlements
Customize Application
Customize Entitlement
Manage Application
Chloe submitted a change set for deployment, but it is missing a component. How can you fix this before her boss finds out?
Deploy the change set and then submit another change set for deployment
Edit the change set, deactivate it and then add the missing component
Create another change set containing all components and deploy it
Clone the change set, edit the components and deploy the new change set
Kevin has problems determining what prices to give to the customer. List the three prices that Kevin has available to him. Choose 3 answers.
Sales Price
Manager's Special
Discounted Product Price
List Price
Standard Price
Noah wants a new lead to be generated every time a support case is logged. How can this be done?
Use an Apex Trigger
Enforce an opportunity naming guideline for Sales Reps
Create a Workflow Rule with an immediate workflow trigger to update the opportunity name field using concatenate
Use validation to update the field
Support reps are adding tags incorrectly to CRM content in libraries. How can you enforce standards for tags? Choose 2 answers.
Enable restrictive tagging
Change Tagging Field to multiselect picklist
Enable workflow to send email alert for unnamed tags
Guided tags
How can Noah keep his sales reps from creating all accounts with the same name?
Use the HLOOKUP operator in a validation rule for the account name
Use the VLOOKUP operator in a validation rule for the account name
Make the account name field unique
Use an APEX Trigger
Noah went to a conference and heard about the Force.com IDE. He has asked you to configure it, and you have come back to him for additional information. What information do you need EXCEPT?
Target environment
Username and password
Metadata components
Inbound and outbound change sets
Tonya just got her Advanced Administrator certification, and thinks her organization can really benefit from Territory Management. The VP wants to know what considerations they need to take into account before he will let her implement it. What should be considered EXCEPT?
Once enabled it cannot be disabled
It does not work in parallel with sharing functions
You need to contact Salesforce to have it enabled
Forecasts are derived from Territory hierarchy not Role hierarchy
Wok this Way has a custom field on its Contact record for Employee IDs. For security purposes, only Mick, the system administrator, has access to this field. Mick has been swamped and needs help updating the Employee ID numbers for new employees. What does he need to do to enable the Recruiters and Assistants to help him with this? Choose 2 answers.
Change the access levels in the Recruiter and Assistant profiles to Read/Write for the Employee ID field.
Create a sharing rule for the Position object using criteria based sharing on the Employee object
Create a permission set with Read/Write to the Employee ID field and assign it to the assistant and recruiter users.
Tonya received a call from a sales rep saying that he is submitting quotes, but they are not showing up on related opportunities. Why would this happen? Choose 2 answers.
The attached currency is no longer active
The quote contains an archived list price
The quote is attached to a closed opportunity
The user does not have Edit permissions on the quote
The manager in charge of setting up and maintaining Salesforce Knowledge is retiring. What three things does her replacement need to know? Choose 3 answers.
Data category visibility is assigned through roles and profiles
Article version numbers must be assigned by a Knowledge Manager for tracking
Enabling certain Knowledge features on a user record requires licensing
Knowledge settings must be configured to allow users to create an article from a case
Solution category browsing must be enabled in Solution settings
The manager at Fine Chit Metal Machinery is concerned that his sales reps are ignoring potential customers. To help better track opportunities, he would like a custom status field to be set to “Inactive” if there has not been contact in the past 30 days. The last contact field is already enabled. In an attempt to be proactive, what else does the administrator need to configure?
Enable field history tracking on the field and include the history in a custom report filter
Create an approval process that submits the opportunity for approval when the custom checkbox is true
Create a workflow rule that updates the field when the probability drops below 50%
Build a validation rule that displays an error
The sales manager at Dump Loads on Us needs a report that shows all opportunities that do not have any activities. What report type will fill this need? Choose 2 answers.
A custom report type with Opportunity as the primary object and Activity as the secondary object
An opportunity report with a cross object filter of opportunities without activities
A joined report using an opportunity report in Block A; a task and event report filtered by tasks for Block B
A standard opportunity filtered by the field Last Activity and a custom date range that is blank
Which of the following is not an available action for a milestone?
Success actions
Repeat actions
Warning actions
Violation actions
What action must you take in order to set up an entitlement process?
Set up service contracts with contract line items and entitlements
Specify actions that you'll add to your entitlement process
Set up milestones that you will add to the entitlement process
Delete all pending actions in the entitlement process queue
When using entitlements which of the following page layouts should be considered for customization?
Entitlements Page Layout
Case Page Layout
Account Page Layouts
Contact Page Layout
All of the Above
When setting up a support process that is NOT based on individual service contracts, what step needs to be taken while setting up entitlements?
Set up service contracts
Set up contract line items
Set up both service contracts and contract line items
Customize entitlements fields and the entitlements page layouts
Linda, the new admin, has been asked to set up entitlements. What does she need to do first?
Specify the entitlements-related lookup filters on cases
Enable entitlement management
Customize entitlement fields
Which of the following is NOT unique to Salesforce knowledge?
Article types
Categories
Synonym Search
Custom Page Layouts
Which of the following is NOT true about Salesforce Knowledge article types?
An organization must have 2 article types to enable Knowledge
Typically article types are short HTML documents
Article Types may include attachments
Article types should enable 'actionable' content
Noah wants to know why the company has Salesforce Knowledge, who is supposed to use it?
Support Agents
Sales Rep
End Customers
Internal Training Team
All of the above
A phone rep is going through a Visual Workflow to attempt a cross selling function. Which Visual Workflow element would be used to prompt the rep to end the call?
Step
Screen
Decision
Assignment
Sales reps need a Visual Workflow element added to create new opportunity records, which should be used?
Record Update
Record Lookup
Record Delete
Record Create
When creating a Visual Workflow you need to set an Opportunity name variable to “Promotion Type”, what should be used?
For proper handling customers need to be sent to different departments based on which type of product they use, which Visual Workflow element should you use to route customers?
Nancy has a new Visual Workflow, which of the following CANNOT be used to deploy a Visual Workflow? Choose 2 answers.
Custom button
Custom Link
Visualforce Page
Apex Trigger
Field Updates
When working with a Visual Workflow, how many versions of the flow can be active at one time?
1
2
4
8
When working with a Visual Workflow, how many flows can you have at one time?
20
30
40
50
What are two ways content types CANNOT be used in CRM content? Choose 2 answers.
With library rules, to limit the number of libraries created
With validation rules, to capture complete data
With upload rules, to limit the size of content files
With content fields, to control the content detail page layout
Lindsey has a new employee and needs to grant them access to Content, which license is required to use Content?
Salesforce CRM Content User
Salesforce CRM Content Contributor
Salesforce CRM Content Creator
Salesforce CRM Content Manager
Judy has written a 20GB document and wants to upload it to CRM content but keeps getting an error message. What is the maximum file size that can be uploaded?
10GB
100MB
2GB
500MB
John likes to group leads based on a custom Region field, however, some leads are coming in with the field blank. What should he do to make sure the value is always entered?
Make the Region field universally required
Make the Region field required on all page layouts
Create a custom validation rule on the Region field
Mike needs to make some changes in his source code control system, which deployment tools will allow him to do so? Choose 2 answers.
Data Loader
Kelci just made a new custom tab for a custom object. Which of the following will have occurred? Choose 3 answers.
A home page has been created for the custom object
Users are now able to search for records from the custom object
The new records of the custom object will only be able to be accessed from the related list on the parent record
A custom app with the custom tab has been automatically generated
New records of the custom object are now able to be created from the sidebar
Tiffany is learning more about master-detail relationships, can you tell her which of the following are true? Choose 2 answers.
Record access of detail records will be controlled by the master record
A master record and a related detail record can have different owners
Deleting a master record, also deletes the detail record
A detail record can be shared using sharing rules
Sarah would like to create a custom app for her users, what benefit can she highlight to Noah to help him be on board?
Provides users with a place to share and install apps
Allows users to manage custom objects and tabs
Gives users access to the tabs and records they need
Differentiates standard and custom objects for users
Tony is swamped and needs help. His manager suggested creating some delegated admins. If created what privileges can be given to the delegated admins? Choose 3 answers.
Modify the Role Hierarchy
Create and Edit Users
Assign Users to Specified Profiles
Modify Profile Permissions
Manage Custom Objects
Management needs a benchmark of how much should be sold withing a certain time frame. Which forecasting schedule type should you use?
Pipeline
Forecast
Management wants to know how many opportunities are at each stage. Which forecasting schedule type should you use?
Management would like a Forecast schedule type that is expressed in dollar amount, units of product family, or both, which schedule should be used?
Which of the following statements are NOT true about an end user’s forecast?
It is updated in the system every evening at 5 PM
This aggregate can be dollars of revenue
This aggregate can be units of product
Rolls up according to the forecast history
Noah is getting complaints from accounting that the business fiscal year does not match the fiscal year in Salesforce. What should you have him consider before enabling a custom year? Choose 3 answers.
You will need to backup all data before enabling custom fiscal years
The structure of a custom fiscal year can only be defined from the available template
It is possible to define non-standard quarter lengths using custom fiscal year
It is possible to define a non-standard number of quarters
Because standard fields can't be modified, the Salesforce.com fiscal year will continue to apply to reports, quotas, forecasts and so on
Which statement regarding the Opportunity field, “Stage”, is NOT true?
There are 10 default stage values
The list of default stage values cannot be added to or edited
Other sales methodologies can be downloaded from the AppExchange
When using Customizable Forecasts, which forecast category is NOT included in the forecast?
Closed
Omitted
Best Case
Andrew needs to import revenue quota data for Collaborative Forecasts and is using the Data Loader. What information must he include in the import file? Choose 3 answers.
User record ID
Start date of the forecast period
User full name
Quota amount
Quota opportunity
Kevin has set the standard price of an item, what else does he need to do in order to add it to a Custom Price Book?
Enter a product code
Enter a product description
Check the Active checkbox
Select a product family
Kim wants to set a List Price for a Product. What two things should she do first? Choose 2 answers.
Update all items in the Standard Price Book
Update all items in the Custom Price Book
Create the Product
Define the Product's Standard Price
Specify a Quantity or Revenue Schedule
The company’s organization-wide defaults for access to Price Books are set to Use, however, only Sales Managers should have access to Price Books. What is your first step to resolve this?
Change the organization-wide defaults to No Access
Change the organization-wide defaults to View Only
Change the Sales Reps' access rights, but leave the organization-wide default settings alone
Bokay Florists sell prepaid memberships where the customer pays once a year for flowers to automatically be delivered once a month. What type of schedule should their admin set up?
Default Quantity Schedule
Default Revenue Schedule
Default Revenue and Quantity Schedule
Custom Revenue Schedule
Which of the following statements about Standard and Custom Price Books in NOT accurate?
A standard price book includes a master list of all Products and their associated Standard Prices
A custom price book includes a master list of all Products with their associated Custom Prices
A custom price book is a subset of the Products listed in the Standard Price Book
Tom needs to upload quota data for all users in Collaborative Forecasts. Which permissions does he need? Choose 2 answers.
Manage Quotas
Customize Quotas
View all Forecasts
View all Data
Customize Forecasts
Which of the following is NOT true regarding Salesforce Console for Sales? Choose 2 answers.
To assign Sales Console access permission, you must edit the user record
An add-on license is required for every user who will need access to the console
You can edit user profiles to assign this license to a group of users
It is necessary to edit the user record to assign this license to the user
To activate the Sales Console, you need to check the Sales Console permission checkbox in the appropriate permission set
When using a change set what is the proper process?
Create, Monitor, Deploy
Deploy, Combine, Monitor
Validate, Deploy, Monitor
Create, Validate, Monitor
Sonya keeps trying to file her vacation leave request that should be approved by a manager but she is unable to submit the request. What could be the possible cause?
She has not been assigned a direct manager
There is an error in the approval process
The approval process has not been activated for her
She is not a manager of anyone
Noah wants the amount field to increment every time the Opportunity stage is changed. How can this be done?
Create a workflow field update on the opportunity
Create a workflow field update on the account
Use rollup summary on the account
Use a cross object formula
What objects are NOT supported when creating a custom report type for Collaborative Forecasts? Choose 2 answers.
Accounts
Forecasting Items
Forecasting Quotas
Forecasting Categories
Opportunities
Lilly needs to see performance data on individual sales reps regarding Accounts, Opportunities and Cases. How should she configure this?
Activate "Enable Viewing My Team's Dashboard" permission
Create dashboards for each of them
Create a Dynamic Dashboard and add filters on Users, Accounts, Opportunities and Cases
Created a Dashboard and add a filter on Users, Account, Opportunities, and Cases
You have created a workflow rule to send an email in your configuration sandbox. For some reason its not working, what should you double check? Choose 2 answers.
You have the correct email address
HTML does not work in sandbox, make sure your email has no HTML
Check the deliverability settings
Look at the system audit trail
Your training a new agent on how to use live agent, which of the following can they NOT do in a LiveAgent chat window? Choose 2 answers.
Escalate the case from the chat window
Transfer chat to another agent
Have multiple users in one chat session
Open a social network from the chat window
View more about the customer by clicking the detail button
Noah wants a report that shows how many cases and closures for all of his subordinates at 6PM each day. How can you configure this?
Use a dynamic dashboard for all subordinates
Use a single dashboard and apply cross filters
Use a single dashboard with an Analytic Snapshot
Use a dynamic dashboard and specify each individual
