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Formulas ignore Field Level Security settings
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It is possible for a user to own a record and not see it.
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What is true about dynamic dashboards:
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A dynamic dashboard will refresh automatically several times a day
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If a user wants to customize the dashboard, they should use a dynamic dashboard
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In dynamic dashboards, the source reports used can vary according to the user
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A dynamic dashboard will show data according to the user's security settings
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Gauge and metric dashboard component types are based on what from a report?
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Total
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Average
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Chart
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A single value
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A range of values
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Dashboard components are of type:
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Chart (7 types), Gauge, Metric, Table and Visualforce
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Chart (4 types), Gauge, Metric, Table and Visualforce
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Tabular, Summary, Matrix and Joined
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Running user or Dynamic
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You can use standard reports when creating Dashboards?
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The maximum number of components available on a Dashboard is [blank_start]20[blank_end] components, regardless of Salesforce edition.
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Salesforce Web-to-Case feature can automatically generate up to [blank_start]5,000[blank_end] new cases a day.
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Setting up Web-to-Case involves (check all that apply):
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Salesforce Web-to-Lead can automatically generate up to [blank_start]500[blank_end] leads per day.
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Salesforce pending request queue stores requests from what two features? (check all that apply)
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Web-to-Case
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Web-to-Lead
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Email-to-Case
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API Requests
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The Salesforce pending request queue (for "Web-to-x" features) has a limit of [blank_start]50,000[blank_end] combined requests.
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Assignment Rules, Escalation Rules, Workflow Rules and Auto-Response Rules all work with Email-to-Case.
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Which of these is not a Salesforce feature?
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Web-to-Case
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Email-to-Lead
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Web-to-Lead
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Email-to-Case
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Leads can be converted to:
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Accounts, contacts, opportunities and followup tasks.
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Opportunities, contacts, accounts and cases.
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Contracts, opportunities, accounts and followup tasks.
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Accounts, contacts, opportunities and orders.
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When converting a Lead, what values are transferred to the Opportunity?
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Lead - Campaign = Opportunity - Primary Campaign Source
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Lead - Company = Opportunity: Opportunity Name and Account Name
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Lead - Owner = Opportunity - Owner
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Lead - Source = Opportunity - Lead Source
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Lead - Partner Account = Opportunity - Partner Account
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Lead - Description = Opportunity - Description
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Lead - Interested Products = Opportunity - Products
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When converting a Lead, the Opportunity Close Date is automatically set to:
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The Opportunity Close Date preference in Lead Settings.
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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.
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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.
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The Lead conversion date + 90 days.
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When converting a Lead to Opportunity the Opportunity Stage is automatically set to:
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Prospecting
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First picklist value in opportunity Stage picklist
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Value set in Lead Settings
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First non-closed Stage picklist value
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How are Opportunity field values set when converted from Lead? (Check all that apply)
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What should a system administrator consider before importing a set of records into Salesforce?
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Currency field values will default to the personal currency of the record owner
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The import file should include a record owner column for each record
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Data should be de-duplicated in the import file prior to import
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Validation rules are not triggered when importing data using the import wizard
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Which objects can the Data Import Wizard import to?
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Accounts, Contacts, Person Accounts, Leads, Solutions, Campaign Member status and Custom objects
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Assets, Cases, Campaigns, Contracts, Documents, Opportunities, Products
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Which objects can't the Data Import Wizard import to?
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Accounts, Contacts, Person Accounts, Leads, Solutions, Campaign Member status and Custom objects
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Assets, Cases, Campaigns, Contracts, Documents, Opportunities, Products
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What is true about the Data Import Wizard?
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What is true about using the Data Loader? (check all that apply)
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You can load up to 5 million records.
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You can load more than 5 milling records.
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You can import to most all Salesforce objects, standard and custom.
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You want to schedule regular data loads, such as nightly imports.
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You can export data for backup purposes.
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You can prevent duplicates from loading.
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What is true about the Data Import Wizard? (check all that apply)
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It can import up to 50,000 records.
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It can import up to 100,000 records.
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It can import to all standard objects, but not custom objects.
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It can import to a number of standard objects, and all custom objects.
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It can export data for backup purposes.
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It can prevent duplicates when uploading records, according to Account name and site, Contact email address, or Lead email address.
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What are the Report standard Summary functions?
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What is true about Custom Summary Formulas? (check all that apply)
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A summary formula can't reference another summary formula.
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Regardless of the summary formula data type, a summary formula can contain fields of different data types.
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Dashboard and report charts display decimal places regardless of what is set for the formula.
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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.
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Percents are represented as decimals in summary formulas. 20% is represented as 0.20.
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Summary fields on reports can display up to 21-digits.
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Summary formulas must reference fields must be consistent in referencing fields of the same data type.
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The summary types Sum, Largest Value, Smallest Value, and Average are available for use with all report fields.
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Regardless of the summary formula data type, your summary formula can contain fields of different data types.
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Which statements about custom summary formulas in reports is true? (check all that apply)
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Custom summary formulas can reference another custom summary formula
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Reports can be grouped by a custom summary formula result
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Custom summary formulas can reference a formula field within a report
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Custom summary formulas can be used in a report built from a custom report type
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It is possible to share a custom object record manually.
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In which scenario(s) will the sharing button appear?
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It will always appear.
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When the sharing model for the object is private
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When the sharing model for the object is private or public read only
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When the sharing model for the object is public read/write
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What permissions are needed to import leads and contacts to a Campaign?
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Marketing User profile.
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Marketing User permission set.
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Marketing User checkbox on User Detail page.
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Marketing User checkbox on User Detail page & Marketing User profile.
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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.
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The administrator changes the Default Language setting in the Company Profile
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The administrator advises the user to change the Language setting in the user's Personal Information
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The administrator changes the Locale for the user
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The adminIstrator changes the Language setting for the user
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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?
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Nothing, this is enabled by default
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Install an app from the App Exchange
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Enable external knowledge access in profile settings
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Build a custom solution to expose Knowledge content to a public site
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Which of the following is true regarding group tasks:
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Group task functionality must be enabled for your organization
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Group tasks can only be created for personal groups
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Each member of the group is assigned a copy of the task
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The same task is assigned to all members of the group
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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
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Shared Activities lets users relate events to how many contacts and leads?
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10 contacts, 10 leads
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25 contacts, 25 leads
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50 contacts, 1 lead
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100 contacts, 10 leads
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Shared Activities lets users relate events to how many Leads?
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What constitutes Activities in Salesforce?
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Events, tasks, calls and emails
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Tasks, reminders, call logs, progress
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Home page, Kanban Board, activity timeline, and reports
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Qualification, analysis, proposal, negotiation, close
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In Salesforce Classic you can track events, tasks, calls, and emails—collectively called activities—in?
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Lists, calendars, and reports
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Home page, Kanban Board, activity timeline, and reports
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Activities related list and reports
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Only in the respective object's record
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In Lightning Experience you can track events, tasks, calls, and emails—collectively called activities—in?
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Lists, calendars, and reports
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Home page, Kanban Board, activity timeline, and reports
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Activities related list and reports
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Only in the respective object's record
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You can save dynamic dashboards to personal folders.
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You can't schedule refreshes for dynamic dashboards. They must be refreshed manually.
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How many dynamic dashboards can you have? Check all that apply.
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ENTERPRISE Edition can have up to 5 dynamic dashboards
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UNLIMITED and PERFORMANCE Edition can have up to 10 dynamic dashboards
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DEVELOPER Edition can have up to 3 dynamic dashboards
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UNLIMITED Edition can have an unlimited number of dynamic dashboards
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What is true about the running user for a dashboard? Check all that apply.
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The dashboard will only display for the running user
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The running users security settings will determine the data that is displayed
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The running user can be changed on the dashboard view page by authorized users.
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If a user drills down into a source report, the report will display data based on the running user's security settings
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In dashboards the possible running user settings are (check all that apply):
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Run as specified user
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Run as logged-in user
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Run as specified role
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Run as specified profile
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Which statement about Case Assignment Rules is correct? Check all that apply.
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Multiple assignment rules can be active
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A case can be assigned to a user, queue or role
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A case assignment rule can include formula rule entries
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The assignee will automatically get an email notification when the case is assigned to them
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Multiple (case or lead) assignment rules can be active
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An assignment rule can assign a case or lead to:
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How do you enable an email to be sent automatically to an assignee when a case or lead is assigned to them?
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In the rule entry, specify the template to use for the email that is automatically sent to the new owner
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In the assignment rule, check the Send Email to New Owner checkbox
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In the Lead Settings and Support Settings, check Send Email to New Owner checkbox
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In the rule entry, simply check the Email checkbox
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What are the ways leads can be captured with Salesforce? Check all that apply.
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Web to Lead
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Email to Lead
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Lead Import
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Lead Assignment
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With Web-to-Lead, you can capture up to [blank_start]500[blank_end] leads per day.
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Administrators and users with the [Import Leads] permission can import a file of up to [blank_start]50,000[blank_end] leads via the Data Import Wizard in Setup.
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Once a qualified lead is converted the lead becomes read-only.
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Suppose that an upcoming meeting on your calendar is related to a contact. Where will that event be displayed?
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In the Open Activities related list of the contact and the account that the contact is related to.
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in the Open Activities related list of the contact.
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In the Activity History related list of the contact.
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In the Upcoming Meetings list view of the calendar.
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How do you assign a task to multiple users in Salesforce Classic?
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In the New Task page lookup window, select the Multiple Users tab.
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In the Task page, click New Group Task.
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You cannot assign a task to multiple users.
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In the Activities page, click New and then select the Group Task checkbox.
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When assigning a task to multiple users, you can select up to [blank_start]100[blank_end] people.
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What is true about a task assigned to multiple users? Check all that apply.
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Copies of the task are assigned to the selected users, so that each user owns an individual task.
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Assigned users can edit, reassign, or delete their individual tasks.
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The task is assigned to selected users, and all users must complete the task before it can be set to completed.
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Only the task owner can edit, reassign, or delete the group task.
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Shared Activities lets you assign events or tasks to multiple users.
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What is the purpose of web to lead auto response rules? Check all that apply.
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Ensure an email is sent to every lead created
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Ensure an email is sent to each lead captured from a web form
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Allow different auto response emails to be sent based on lead attributes
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Allow the lead to determine if they want an email confirmation of their product interest
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When managing campaigns the campaign is executed and managed within Salesforce.
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Which of the following are correct regarding Campaign Management? Check all that apply.
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Campaigns can be grouped together in a hierarchy
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Campaign members can be added from reports
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Campaign members can be added from a contact or leads list view
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Campaign status can be updated automatically for email campaigns
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To create campaign hierarchies populate the Parent Campaign lookup field in the campaign record.
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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.
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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.
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A default schedule is associated with...
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When setting up a product with both quantity and revenue schedule, you can select "Repeat Amount for each installment" for both Schedule Types.
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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.
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In the Opportunity Product (OpportunityLineItem) Schedule related list.
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In the Product Schedule object/tab.
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In the Quantity Schedule report and Revenue Schedule report, respectively.
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In the Product Schedule list view, which contains Quantity Schedule view, Revenue Schedule view, and All Schedules view.
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A quantity or revenue schedule must be established before close winning the opportunity.
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Your company sells internet service that is invoiced monthly. What should you create to represent this?
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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?
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How do you enable Public Solutions?
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Navigate to Setup > Customize > Self-Service > Public Solutions, enable Public Solutions and Generate HTML
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Navigate to Setup > Customize > Solutions > Solutions Settings, enable Public Solutions
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Navigate to the Solutions tab, enable Public Access
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Navigate to the Solutions tab, enable Solutions Home Page and Generate Solutions URL
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When you enable Multilingual Solutions you automatically get what solution categories?
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Master Solution and Translated Solution
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Master Solution and Child Solution
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Native Solution and Translated Solution
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Draft Translation, Approved Translation, Published Translation
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What are some of the capabilities of solutions?
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Solutions can be translated into other languages
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Solutions can be categorized
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Salesforce can automatically suggest solutions
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Salesforce can automatically email solutions when a case is created
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An approval request can be assigned to a user or a queue.
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What is true regarding approval process capabilities?
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If enabled, an approver can receive and reply responses via email.
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Records are always locked for all users during an approval process.
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Approval requests can only be assigned to users.
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Approval requests can be sent via chatter for any standard or custom object that has been enabled for feed tracking.
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What is _not_ correct regarding the Cloud Scheduler?
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You can invite up to 10 people to a meeting using cloud scheduler.
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You can use Cloud Scheduler to request a meeting with a contact, lead, person account, or other Salesforce user.
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Salesforce creates a unique Web page for your meeting that displays the proposed meeting times..
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You can either propose meeting times or let Salesforce propose times for you.
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The maximum number Active lookup filters is [blank_start]5[blank_end] per object (as of Winder '17).
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The maximum number of Master-Detail relationship fields is [blank_start]2[blank_end] per object (as of Winter '17).
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The maximum number of Roll-up Summary fields is [blank_start]10[blank_end] per object (as of 'Winter 17).
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The maximum number of Active Workflow Rules (processes, workflow, assignment, auto-response, and escalation rules) is [blank_start]50[blank_end] per object (as of Winter '17).
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The maximum number of Custom Relationship Fields is [blank_start]40[blank_end] per object (as of Winter '17). This includes both lookup and master-detail fields.
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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?