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Which of these cannot be deactivated?
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Validation rule
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Workflow rule
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Approval process
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Sharing rule
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Apex triggers
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Escalation rule
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Assignment rule
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Auto-response rule.
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A master-detail relationship with itself
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A lookup relationship with itself
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Both of above are possible
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A standard object can be a child object in a
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If a custom object is a child in a master-detail relationship, then its OWD setting is controlled by parent
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In a workflow rule which of the following statements is true
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Specifying at least one criterion is compulsory in the rule criteria section under
Run this rule if the following criteria are met
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Specifying criteria is optional in the rule criteria section under
Run this rule if the following criteria are met'
If no criteria are specified, then this workflow rule will execute for all records created of that object.
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'New Meeting Request' button is available on the Open Activities related list on the detail pages of
contacts, leads, and person accounts
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Criteria based sharing rule is not available on which standard objects?
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While inserting/updating/upserting a new user using the Apex Data Loader, values for which of
these fields can be provided in the input csv file?
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User Role
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User License
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User Profile
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To remove Chatter tab from the top horizontal bar, remove it from the 'Selected Tabs'
from 'Customize My Tabs' from the '+' sign. To remove Chatter link altogether for all profiles, go to
Setup -> Customize -> Chatter -> Settings and uncheck 'Enable'. Now Chatter link will not be
available even if the '+' sign is clicked. To remove Chatter link altogether only for a specific profile,
go to Setup -> Manage Users -> Profiles -> -> Objects and Tabs -> Chatter -> Edit and select'
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Any changes to
records owned by a user are automatically followed on Chatter. To disable this feature, go to
Setup -> My Chatter Settings -> My Feeds and check the checkbox for 'Stop automatically
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Which are the two report folders to which all users have access?
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If the email id of an inactive user in Salesforce is changed then:
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An email is sent immediately to the new email id for verifying the new email id.
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An email is sent to the new email id for verifying the new email id only when the user is
activated.
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An email is NOT sent to the new email id for verifying the new email id as the email id was
changed when the user was inactive. Such a mail would be sent only if the email id of an active
user is changed
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A file which is private:
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Mail Merge process: About the mail merge process and merge fields
A mail merge is the process of generating form letters and other Microsoft Word documents that
are personalized for the recipient, who is often a contact or lead. The content of each document is
predefined in a mail merge template. Mail merge templates include variables called merge fields
where data from your Salesforce records — for example a contact's name and address—displays
in the generated document.
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An Account record is owned by user A. For user B the 'Sharing' option would appear on this record
if
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User B has 'View All' permission at profile level for Account
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User B has 'Modify All' permission at profile level for Account
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OWD of Account is public read/writ
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User B has 'Delete' permission at profile level for Account
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In order to make sure that sharing rules are calculated and acknowledged as they should
be, recalculate the rules. Recalculate sharing rules by: a. Navigate to Setup| Security Controls|
Sharing Settings b. Under the object where the sharing rule was created or deleted, click on
'Recalculate'. This will reset the record permissions for the object.
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There might be another active workflow rule on the same object which might be giving an
output which is conflicting with the output of this workflow rule by updating the same field in some
other way. De activate the other workflow rule or check the business logic as to why we are doing
multiple field updates on the same field.
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The workflow actions within a workflow rule execute in the order in which they are created.
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If multiple active workflow rules are present on an object, then these workflow rules will execute in
the order in which they have been created.
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An opportunity is triggering a workflow rule that is set to evaluate. When a record is created, or
when a record is edited and did not previously meet the rule criteria'. The opportunity previously
met the workflow criteria so the workflow rule should not trigger now. But the workflow rule is being
triggered. This can happen when the account that the opportunity is related to is changed. Doing
this will re-parent the opportunity and thus all 'on-create' workflow rules will trigger
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A manual sharing can be created using the Apex Data Loader.
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A manual sharing can be created for a standard or custom object u sing the Apex Data Loader
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Which of these standard objects cannot be shared? Account, Opportunity, Lead, Case, Product,
Campaign, Contract, Contact
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Which of these records can be activated? Account, Opportunity, Lead, Case, Product, Campaign,
Contract, Contact
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Product
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Contract
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User
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Campaign
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Which of these records cannot be deactivated once activated?
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Product
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Contract
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Campaign
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Account object has a custom field 'Tax' of type number. Some account records are present in
Salesforce which do not have any value in this field. This custom field is now made a required field
by editing it. The editing will fail as some records are present which do not have a value for this
field.
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Account object has a custom field 'Tax' of type number. Two account records are present in
Salesforce which have the same value in this field say 5000. This custom field is now made a
unique field by editing it. The editing will fail as two records are present which have the same
value for this field.
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Account object has a custom field 'Tax' of type number. Two account records are present in
Salesforce, account name Acc1 has value 7 in this field while account name Acc2 does not have
any value in this field. This custom field Tax is now given a default value of 89 by editing it. Which
of these cases will happen:
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For manual sharing of any account record, by default the owner of the record has Full Access to
the account record and has Read/Write access on the related contacts, opportunities, cases. The
Read/Write access on the related contacts, opportunities, cases can be made more restrictive for
the owner like read-only by creating a new manual sharing rule for that account record and
selecting the owner's name from within the Users list.
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OWD of account is public read/write. While creating which of the following, more restrictive values
(like public read-only) will be available for sharing?
i. Sharing rule on Account
ii. Manual sharing rule on any specific account record.
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Only i
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Only ii
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Both i and ii
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Neither i nor ii
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Sales Stages refer to Stage picklist of opportunity
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A master object cannot have more than two detail objects through master-detail relationship as at
the most 2 master-detail relationships are allowed per object.
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field marked as required while creating the field can be removed from some page layouts
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A workflow rule can have a workflow action of type 'Field Update' to determine which record type
should be assigned to the created record.
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Which record type will get assigned to a record being created?
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The various ways of making a tab (say Leads) hidden for any profile: Make it ‘Tab Hidden’ at profile level. (Other options are ‘Default On’ and ‘Default Off’).
Remove Read access on Leads at the profile level. The tab automatically becomes hidden for that
profile.
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Queues exist for which objects?
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Queues exist for
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Emails
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Cases and custom objects
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Leads
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Opportunities are usually influenced by more than one campaign, the campaign
influence feature allows you to manually or automatically associate multiple influential campaigns
to a single opportunity.
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If a Custom Summary Field/Formula is created in a Custom Report, then which operations can be
performed by this field on any of the fields of the primary object or related object?
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Sum
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Largest value
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Smallest Value
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Average
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Custom Summary Field/Formula is available only in report generated from Custom Report Type
using with or without relationship with some other object.
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An account record can have an Account Team working on that account. Account team
role decides what role any Account Team Member plays in that Account Team. ‘Account Team’ is
a related list on any account record. ‘Contact Roles’ is also a related list on an account record
which is distinct from the ‘Contacts’ related list. Any contact can be added to the ‘Contact Roles’
related list along with specifying what role that contact plays on that account.
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Price Books are a list of products with specifically defined unit price s and currencies. A
price book can be set up for multiple currencies. When organizing products into price books,keep
in mind that an o opportunity or quote can include products only from a single price book. To add
or edit products in a price book, click the price book name.
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'Quote Line Items' is a related list on a quote. A quote can be treated for an opportunity.
For adding a Quote Line Item to the 'Quote Li ne Items' related list, click on 'Add Line Item'. Then
select any one price book. Then select any of the products available in that price book. Modify the
prices if required and specify quantity for each product. A Line Item in the 'Quote Line Items'
related list is nothing but a product from the Price Book selected for this Quote.
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If a custom app is not created for a client company and a standard app like ‘Sales’ is being used
by the client company, then the client company logo cannot be added to the app.
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Which elements can be stored in folders?
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Reports
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dashboards
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documents
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Files tab shows files from:
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When loading a new account using Apex Data Loader and specifying the owner id to whom the
account should belong, under which of these cases, the data load will fail?
i. The owner id is an invalid id. There is no user in salesforce with this id
ii. The owner id belongs to an inactive user.
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i only
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ii only
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both a and b
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Under which of these cases the deletion of an account will fail?
i) The account has a related case
ii) The account has a related entitlement
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i only
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ii only
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both a and b
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When leads/cases are loaded using the Apex Data Loader, there is no provision for
providing ‘true’ value for the ‘Assign using active assignment rule’ checkbox. So the leads/cases
always get assigned to the user who is doing the data load operation.
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Process Visualizer used for: It is used to view the graphical representation of an Approval Process. It can be launched
by clicking the ‘View Diagram’ button on the Approval Process detail page. A section called
Legend gives a summary of the icons used in the approval process.
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the difference between Apex Data Loader and Import Wizard as far as displaying error
messages is concerned: Apex Data Loader
Always gives error messages for failures. Error message given if text value provided in field of
type number and loading of the record fails irrespective of whether the field is a compulsorily
required field or not. Import Wizard. Is not consistent in giving error messages. For example, if a
text value is specified in a field of type number (PAN number custom field created on Contact of
type Number),
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The difference between Apex Data Loader and Import Wizard as far as record loading is
concerned: Apex Data Loader,Loading of a record fails if even one column/field has invalid data in it.
Import Wizard,Inconsistent behavior. Sometimes the field with invalid data is not loaded but the remaining record gets loaded as mentioned above when text value was provided in a field of type
number but the field was not a compulsorily required field. The record loading fails if this field is
made a compulsorily required field.
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is the difference between Apex Data Loader and Import Wizard as far as generating extra
accounts is concerned: Apex Data Loader
If Salesforce account ID is specified incorrectly while loading contact, then loading of contact fails
as no account exists in Salesforce with this account ID. Import Wizard. If account name is
specified incorrectly while loading contact, then new account gets generated with the new name.
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Among two records related by master – detail relationship, the detail record can have an owner
which is different from the owner of the master record.
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Users or contacts can be added to the ‘Account Team’ of an account.
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A user is facing issues while logging in to Salesforce. What should the administrator do?
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Check if the user is using the correct URL’s for Salesforce. Check ifthe user is using the
correct User Name and Password for that environment. Check the user’s login history from Setup -
> Manage Users -> Login History Check if any login in hour restrictions or login IP address
restrictions exist on the profile to which the user belongs from Setup -> Manage Users -> Profiles -
> -> Login Hours and Setup -> Login IP Ranges Check if there is
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Check if the user is using the correct URL’s for Salesforce. Check ifthe user is using the
correct User Name and Password for that environment. Check the user’s login history from Setup -
> Manage Users -> Login History Check if any login in hour restrictions or login IP address
restrictions exist on the profile to which the user belongs from Setup -> Manage Users -> Profiles -
> -> Login Hours and Setup -> Manage Users -> Profiles -> -> Login IP Ranges Check if there is
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Which of these values can a ‘if’ function used in a validation rule have in either the 2nd or the 3rd
parameter?
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Salesforce to Salesforce allows you to share records with businesspartners that use
salesforce.com.
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A record type for opportunity can be created before creating any Sales Process for opportunity
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At least 1 Sales Process has to exist for being able to createa record type on opportunity.
Same applies for Lead Process of Leads & Lead Record Type, Support Process of Cases & Case
Record Type, Solution Process of Solution & Solution Record Type.
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It is not necessary to have a sales process to create such an opportunity registration.
Same applies for Lead Process of Leads & Lead Record Type, Support Process of Cases & Case
Record Type, Solution Process of Solution & Solution Record Type.
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A single Sales Process can be assigned to multiple opportunity record types