Question 1
Question
A Sales Manager would like to get a report of opportunities grouped by sales stage. What kind of report meet this requirement:
Answer
-
Summary
-
All Salesforce Reports
-
Tabular
-
Matrix
Question 2
Question
What are the different types of Sharing Rules? (Select all that apply)
Question 3
Question
Formulas ignore Field Level Security settings
Question 4
Question
Which profiles listed are a standard Profile? (Select all that apply)
Answer
-
Standard User
-
Marketing User
-
Invoice Manager
-
Contract Manager
Question 5
Question
The Sales Director wants to be alerted to deals that are greater than $1,000,000. Which tool should you use to achieve this? (Select all that apply)
Answer
-
Workflow - Create a workflow to send an email if an Opportunity amount is great than 1,000,000
-
Create a report and monitor it daily
-
Big Deal Alerts
-
Ask the Sales Director to create a list view which shows opportunities greater than 1,000,000
Question 6
Question
Data loss can occur when changing fields from the following types (Select all that apply)
Answer
-
To a Number field from any other type of field
-
Changing from a Number field to a Text field
-
Changing from a checkbox to any other type of field
-
Changing from a multi-select picklist to any other type
Question 7
Question
A sales manager would like to view a dashboard from the perspective of different users and switch between users without editing the dashboard, how would an administrator enable this? (Select all that apply)
Answer
-
Grant the sales manager the “Drag-and-Drop Dashboard builder” permission
-
Create the dashboard as a dynamic dashboard
-
Grant the sales manager the “Manage Dynamic Dashboards” permission
-
Grant the sales manager the “View my Teams Dashboard” permission
Question 8
Question
What type of report cannot be used to populate a chart in a dashboard?
Question 9
Question
What should a system administrator consider before importing a set of records into Salesforce? (Select all that apply)
Answer
-
The import file should include a record owner for each record
-
Currency field values will default to the personal currency of the record owner
-
Data should of de-duplicated in the import file prior to import
-
Validation rules are not triggered when importing data using the mport wizard
Question 10
Question
What is the maximum number of Components available on a Dashboard?
Question 11
Question
. A users security token will be refreshed every time their password is changed.
Question 12
Question
Which of these actions can be triggered from a Workflow?
Answer
-
Field Update, New Task, Email Sent, Outbound Message
-
Create Object, New Task, Email Sent,
-
Field Update, Email Sent, APEX Trigger, New Task
-
Email Sent, Field Update
Question 13
Question
When are Data validation Rules Enforced?
Answer
-
Upon opening a record
-
Upon closing the record
-
Upon editing a field
-
Upon saving a record
Question 14
Question
If the Org Wide Default is Public Read/Write, what feature in Salesforce is needed to restrict access to that object?
Answer
-
Profile
-
Role Hierarchy
-
Record Type
-
Page Layout
Question 15
Question
Which of the following are standard Salesforce Objects? (Select all that apply)
Answer
-
Contract
-
Opportunity Product
-
Pricebook
-
Ticket
Question 16
Question
All of the following objects may have a queue EXCEPT
Answer
-
Accounts
-
Cases
-
Leads
-
Custom Objects
Question 17
Question
You can use standard reports when creating Dashboards?
Question 18
Question
Which of these objects can you map a field to on lead conversion? (Select all that apply)
Answer
-
Account
-
Contacts
-
Cases
-
Opportunities
Question 19
Question
Fields which are hidden using Field-Level-Security are still subject to Validation Rules?
Question 20
Question
An Approval Process begins when a record is...
Answer
-
Created
-
Saved
-
Edited
-
Submitted for Approval
Question 21
Question
Is it possible to share a custom object record manually?
Question 22
Question
What are the ways leads can be captured with Salesforce? (Select all that apply)
Answer
-
Web to Lead
-
Email to Lead
-
Lead Import
-
Lead Assignment
Question 23
Question
A customer service manager would like to automatically assign cases to the most appropriate agent to handle the request. What feature could be used:
Answer
-
Case Escalation Rules
-
Case Assignment Rules
-
Email to Case
-
Web to Case
Question 24
Question
What is true about dynamic dashboards:
Answer
-
A dynamic dashboard will refresh automatically several times a day
-
A dynamic dashboard will show data according to the user’s security settings
-
If a user wants to customise the dashboard, they should use a dynamic dashboard
-
In dynamic dashboards, the source reports used can vary according to the user
Question 25
Question
An Marketing manager would like to generate a list of contacts for a mailing list. What type of report would be the most appropriate to use:
Answer
-
Matrix
-
Summary
-
Tabular
-
Mailing
Question 26
Question
You want to give a profile access to a custom object. What would be the best way to do this?
Answer
-
Create a new profile and grant access
-
Clone a standard profile and grant additional access
-
Edit a standard profile
-
Create a permission set and assign it to relevant users
Question 27
Question
Quotes & Opportunities are part of which cloud product?
Answer
-
Service Cloud
-
Sales Cloud
-
Marketing Cloud
-
Analytics Cloud
Question 28
Question
Standard picklist fields cannot be dependent fields
Question 29
Question
You can make fields visible, read-only, and required using Page Layouts.
Question 30
Question
Where can you make a field required? (Select all that apply)
Answer
-
Page Layouts
-
Validation Rules
-
Field Edit Page
-
Workflow Rule
-
Record Type
Question 31
Question
Field Level Security or Page Layout can be used to make a field required
Question 32
Question
How do you delete a user?
Answer
-
Going to their profile and clicking the delete button
-
Using an external application
-
You cannot delete a Salesforce User
-
Deleting all information from their profile.
Question 33
Question
A user can still report on a field they have access to, if it is hidden from the page layout
Question 34
Question
A user can save a record even if a data validation error message appears
Question 35
Question
Can you uninstall an App Exchange application once it has been deployed?
Question 36
Question
When a lead is converted, it becomes an Account, Contact, and Opportunity (unless you opt out of creating an opportunity)?
Question 37
Question
A tab is automatically created when you create a custom object.
Question 38
Question
Which of these is not a Salesforce feature?
Answer
-
Email to Lead
-
Web to Lead
-
Web to Case
-
Email to Case
Question 39
Question
A user would like to create a Dashboard component showing the top Sales people for this year. What type of report would be the most appropriate to use?
Question 40
Question
A customer service manager would like to route cases that come from the support email address to one particular user. Which feature would they use to best accomplish this?
Answer
-
Case Escalation Rules
-
Case Assignment Rules
-
Email to Case
-
Web to Case
Question 41
Question
What permissions are needed to import leads and contacts to a Campaign?
Answer
-
Marketing user checkbox on user
-
Marketing user profile
-
Marketing user checkbox & profile
-
Marketing User permission set
Question 42
Question
Which statements about custom summary formulas in reports is true? (Select all that apply)
Answer
-
Custom summary formulas can reference a formula field within a report
-
Reports can be grouped by a custom summary formula result
-
Custom summary formulas can reference another custom summary formula
-
Custom summary formulas can be used in a report built from a custom report type
Question 43
Question
Gauge and metric dashboard component types are based on what from a report?
Answer
-
Chart
-
Grand Total
-
Average
-
Sum
Question 44
Question
A system administrator needs to restrict users ability to view a dashboard. How can this be accomplished?
Answer
-
Restrict the access to the folder that the source report is located
-
Create a sharing rule to restrict the access
-
Restrict the access to the folder that the dashboard is located
-
Disable access to the dashboard on the users profile
Question 45
Question
When converting a Lead, what values are transferred to the Opportunity? (Select all that apply)
Question 46
Question
To track revenue gain or loss based on currency fluctuations, you must implement what feature?
Question 47
Question
What can an email template contain? (Select all that apply)
Answer
-
Attached File
-
Macro
-
Text
-
Merge Field
Question 48
Question
How many objects may be imported or updated using the data loader in one operation?
Question 49
Question
What should a system administrator use to disable access to a custom application for a group of users?
Answer
-
Profiles
-
Sharing Rules
-
Web Tabs
-
Page Layouts
Question 50
Question
You can restrict a profiles view to a certain field by using which feature?
Answer
-
Profiles
-
Roles
-
Field Level Security
-
Permissions Sets
Question 51
Question
Which of the following fields CANNOT be a controlling field for Dependent Picklists?
Question 52
Question
Why should you consider using the Import Wizard over the Data Loader?
Answer
-
If you need to import more than 1,000,000 records
-
If you require some De-Duplication
-
f you need to import to custom objects only
-
You need field auto-mapping functionality
Question 53
Question
Is it possible for a user to own a record and not see it?
Question 54
Question
Workflow cannot be triggered upon import
Question 55
Question
What is a roll-up summary field?
Answer
-
A roll-up summary field lets you rollback the data that was changed last week
-
A roll-up summary field is a custom field that aggregates child record information into the parent record
-
The roll-up summary field is accessible via the API
-
The roll-up summary field gives you a summary of the data type and object relationship.
Question 56
Question
A roll-up summary field requires a Master Detail relationship
Question 57
Question
What is conditional highlighting for reports?
Answer
-
You can set conditions that when met, will report the calculated fields
-
Shows you visual highlights depending on a threshold
-
Lets you make calculations on custom fields
-
Users can highlight particularly interesting parts of a report
Question 58
Question
In which scenarios will the sharing button appear?
Answer
-
When the sharing model for the object is private
-
When the sharing model for the object is public read only
-
When the sharing model for the object is public read/write
-
It will always appear
Question 59
Question
What is a Junction Object?
Answer
-
A Many-to-Many relationship created with two lookup relationships
-
A Many-to-Many relationship created with two master-detail relationship
-
An object type to connect external web services
-
A standard object
Question 60
Question
What is a Bucket Field?
Answer
-
Used in reports to categorise and group report values
-
A custom field that can be created to group values
-
A custom field that can be created to store a finite amount of values
-
Used to group multiple workflows
Question 61
Question
What is the maximum amount of Fields you can set for History tracking on an Object?
Question 62
Question
What is NOT true about standard fields?
Answer
-
You can change the help text
-
You can change the field type
-
You can change the label
-
You can change picklist values
Question 63
Question
When a Lead is converted, which object can be optionally created?
Answer
-
Account
-
Contact
-
Opportunity
-
Custom Object
Question 64
Question
A company’s Sales Intern created a List View for Account and she wants to share it with a colleague, however she cannot see the option to share her list view when she edits it. How can an Administrator correct this?
Answer
-
Ensure the Sales Intern’s profile has the “Manage Public List Views” permission
-
Ensure the Sales Intern’s profile has the “Create and Customize List Views” permission
-
Ensure the Marketing User checkbox is ticked on her profile
-
Ensure she has Read/Write permissions on the Account object
Question 65
Question
How can you make a field required? (Select 3)
Answer
-
Page Layout
-
Validation Rules
-
When creating the field
-
Workflows Rules
-
Record Types
Question 66
Question
A company would like to trigger an update on a custom Opportunity field when the Status of the Opportunity has been set to Closed Lost. How can this be achieved?
Answer
-
Escalation Rules
-
Assignment Rule
-
Workflows Rule
-
Auto-response Rule
Question 67
Question
Where can you find out how many overall and used licenses your Company have for Salesforce?
Answer
-
Company Information
-
Company Setting
-
Default Settings
-
Assign Licenses
Question 68
Question
A Company has no specific Assignment Rules in place for Cases, and would like their support team to cherry pick them as and when they have the time. How can an Administrator set this up?
Answer
-
Use Auto Assignment Rules
-
Implement a Queue for Cases and and create as the default owner
-
Assign the Administrator as the Default Case Owner so he can share them to the support team
-
Use escalation rules
Question 69
Question
A Company wants to import over 1 million records into Salesforce from their old system. Which tool should they use?
Question 70
Question
What cannot be set on the Company Information page on Salesforce?
Answer
-
Corporate Currency
-
Default Locale
-
Default Language
-
Default License
Question 71
Question
When creating a user, what does the locale setting affect?
Answer
-
Time Zone
-
Currency
-
Date/Time Format
-
Language
Question 72
Question
Users can select to see a certain Dashboard on their home page using which feature?
Answer
-
Dashboard Snapshot
-
Import Dashboard
-
Dashboard Component
-
Not Possible
Question 73
Question
Your company has a private sharing model and a user is having trouble accessing a type of record they need to do their job. The user is at the bottom of the role hierarchy. What feature would be most suitable to grant this specific user access to this record type?
Answer
-
Field Level Security
-
Role Hierarchy
-
Org Wide Defaults
-
Sharing Rules
Question 74
Question
What is true about standard picklist fields?
Answer
-
You can add values to them
-
They can be dependent on another picklist
-
You cannot add values to them
-
They cannot be dependent on another picklist
Question 75
Question
Your company has started introducing pre-sales engineers to work alongside the sales person on deals. Any pre-sales engineer who helps close a deal will be entitled to 5% of the total deal size. What is the best way to track this in Salesforce?
Answer
-
Summary Report
-
Opportunity Splits
-
Team Selling
-
Revenue Schedule
Question 76
Question
A new team in your company is looking to move onto Salesforce to use Cases for compliance reasons. They have a distinctly different process than the current team which happens in sequential order; New, In Progress, Tier 1 Approval, Tier 2 Approval, Closed. How can this best be reflected in Salesforce?
Answer
-
Create a record type and update the case status field. Ensure new values are added to record type.
-
Create a record type and additional support process. Assign support process to record type. Add values to the existing case status field
-
Create a record type, page layout and update the case status field. Ensure new values are added to record type.
-
Create a custom picklist field to hold these new values
Question 77
Question
What is the Cloud Scheduler used for in Salesforce Classic?
Answer
-
Schedule Apex Jobs
-
Schedule Process Builder
-
Schedule Meetings
-
Schedule Emails
Question 78
Question
A chatter group can have access levels? (Select 3)
Answer
-
Public
-
Private
-
Ready Only
-
Unlisted
-
External
Question 79
Question
When importing data using the import wizard. Which fields can be used to match an existing Lead? (Select 3)
Answer
-
Salesforce ID
-
Name
-
Phone
-
Email
-
Company
Question 80
Question
Email Templates folders in Salesforce can grant permissions to different sets of users. Which feature is not available when sharing Email Template folders?
Answer
-
Public Groups
-
Roles
-
Roles & Subordinates
-
Profiles
Question 81
Question
What permission must a manager have to be able to set the running user in a dashboard to anyone below them in the role hierarchy?
Question 82
Question
What action is available in process builder that is not available in workflow?
Answer
-
Field Update
-
Create a Record
-
Send an Outbound Message
-
Send an Email
Question 83
Question
Which objects can be synced when using Salesforce for outlook? (Select 3)
Answer
-
Accounts
-
Contacts
-
Opportunites
-
Tasks
-
Events
Question 84
Question
You have recently setup a role hierarchy for your organisation to enable logical sharing through hierarchies. Managers are complaining that although they can see Opportunities of their team, they cannot edit them. What feature needs to be changed?
Answer
-
Modify the Sharing Rule
-
Change the Opportunity Access on the Managers Role
-
Change the Opportunity Access on the Teams role
-
Modify Org wide defaults to public read/write
Question 85
Question
Your company have a requirement to grant the Finance team access to Salesforce. They need to have access to all data in Salesforce, ignoring all sharing. They do not need to edit. What would be the most appropriate way?
Answer
-
Create a new profile and change all Org wide defaults to public read/only
-
Create a new profile and grant the “View all” permission
-
Add Finance users to the standard profile, Read Only.
-
Create a new profile and additional sharing rule to grant access to all finance users.
Question 86
Question
When a customer engages with your company, a nominated pre-sales consultant needs to work with the account manager to close the deal. They only need access to the Account, and must not have access to the Opportunity object. Your Org wide defaults are set to Private, what is the easiset way to share an account in this manner?
Answer
-
Create a sharing rule to grant pre-sales consultants access to Accounts
-
Modify the pre-sales consultants profile to grant access to Accounts
-
Use Opportunity teams to select a role, and the relevant permissions
-
Use Account teams to select a role and the relevant permissions
Question 87
Question
The sales manager at your company has requested to see the total amount of closed won sales for any given account. How can this be achieved?
Answer
-
Create a formula field referencing the “Amount” field on Opportunities filtering the status for closed won
-
Create a rollup summary field on Accounts, using the SUM function on amount field, filtering the status for closed won
-
Create a rollup summary field on Accounts using the COUNT function on amount field, filtering the status for closed on
-
Use a process builder to loop through closed won opportunities and update a field on accounts
Question 88
Question
Auto-response rules can be created for which objects? (Select 2)
Answer
-
Cases
-
Accounts
-
Leads
-
Custom Objects
Question 89
Question
Your company sells into two main markets, enterprise and small/medium business. While products remain the same, prices differ per market and must be reflected as such in Salesforce. What would you recommend?
Answer
-
Create additional products
-
Create additional price books
-
Create additional products and pricebooks
-
Create revenue splits
Question 90
Question
hat is the main function of escalation rules when working with cases?
Answer
-
Assigning cases to users as they are created in Salesforce
-
Escalating cases if they are not picked up within a time frame
-
Evaluating escalation criteria and carrying out relevant actions
-
Escalating cases if a support user annot fix the issue
Question 91
Question
What is NOT a feature of tasks in Salesforce?
Answer
-
You can set tasks to be recurring
-
You can set a start and end time
-
Tasks can be automatically created
-
You can access tasks on Salesforce1
Question 92
Question
A company would like to minimise duplicates when importing Leads from a recent tradeshow. They would like to update existing leads, while adding new ones. Which tool will help with this?
Answer
-
Data Loader
-
Import Wizard
-
Duplicate Rules
-
3rd party App
Question 93
Question
What is true about Custom Report Types? (Select 2)
Answer
-
You can create reports that can pull data from external systems
-
You can add up to four objects in one Custom Report Type
-
You can add fields from additional related objects
-
You can override standard reports with Custom Report Types
Question 94
Question
The sales director has asked you to create Dashboards component to show the number of Leads created last week, last month, and last quarter. What would you recommend?
Question 95
Question
Your company is interested in looking at integrating their phone system into Salesforce to automatically record call history? As an Admin, what would your recommendation be?
Answer
-
Create a custom CTI application
-
Browse the AppExchange for CTI partners
-
Activate the CTI connector
-
Contact a systems integrator
Question 96
Question
ou have set login restrictions on your Org to only allow access from 9:00am-5:00pm. If a user is currently actively working on a record and clicks save at 5:05pm, what will happen?
Answer
-
The user will be logged out but progress will be saved
-
The user will stay logged in and allows to work on the record open
-
The user will be logged out and any progress will be lost
-
A warning message will appear allowing the user to save their progress being logged out
Question 97
Question
The compliance team at your company have started using Salesforce. They need to input extra information on the contact record to perform background checks. This information needs to be reportable by the rest of the organisation, but is not relevant to anyone else in day to day operations. What solution would you recommend to display this information to the compliance team?
Answer
-
reate a compliance record type and page layout, assign to the compliance team
-
Create a compliance record type, assign to the compliance team
-
Create a compliance page layout, assign to the compliance team
-
Edit the field level security for the relevant fields to only show for the compliance team
Question 98
Question
All users are currently using the “Standard User” profile in Salesforce. You have recently created a custom object which some users will need access to. How would you do this?
Answer
-
Create a permission set granting access to the object, assign it to relevant users
-
Modify the Standard User profile to grant relevant access to the object
-
Create a new profile granting relevant access to the object, assign to the relevant users
-
Set access on the custom object to grant access to the users
Question 99
Question
What is true about deleting a custom field? (Select 2)
Answer
-
You cannot delete a field that is referenced else where
-
As soon as you delete a custom field, all data is permanently deleted
-
You have 15 days to restore the custom field, as well as all data stored
-
You cannot delete a field, only deactivate it
Question 100
Question
You wish to create two different sales processes for Sales & Service. What is needed in addition to the sales process, if you wish sales people to use both processes?
Question 101
Question
What is true about a master detail relationship?
Answer
-
Deleting a parent record will delete all child records
-
The child record cannot be reparented
-
he child record inherits the sharing settings from the parent
-
The master object cannot be a standard object
Question 102
Question
. What is the primary function of campaign influence?
Answer
-
To track the influence of multiple campaigns against an Opportunity
-
To track the influence of a single campaign against an Opportunity
-
To track the campaign owners influence over multiple opportunities
-
To track the campaigns influence against other campaigns
Question 103
Question
Your company would like to start getting feedback from users of your product. They are mainly interested in feature requests. How could Salesforce be used to facilitate this requirement?
Answer
-
Implement Salesforce Communities + Ideas
-
Implement Ideas
-
Create a custom object to track feature requests
-
Implement Salesforce Communities
Question 104
Question
Your company would like a basic way for their enterprise customers to gain access to solutions. This feature must not be available to other customers. What could meet this requirement?
Answer
-
Public Knowledge Base
-
Portals + Solutions
-
Solutions
-
Communities
Question 105
Question
There has been an increase in unqualified leads being converted. Your company would like to minimise this by ensuring a certain level of information is entered prior to Lead conversion. What Salesforce feature would you recommend to help with this?
Answer
-
Validation Rules
-
Duplicate Rules
-
External ID’s
-
Formula Fields
Question 106
Question
Your company performs a backup of all internal systems every week. What feature would help ensure that Salesforce is backed up week?
Answer
-
Schedule Data Loader
-
Weekly Data Expor
-
Import Wizard
-
Export Wizard
Question 107
Question
Duplicates are a big problem for your company, and you have been asked to recommend an approach to ensure new leads are not already in the system by evaluating their email. All leads must be blocked from entering the system. What would you recommend?
Answer
-
Ensure all sales reps search Salesforce prior from entering data
-
Ensure the email field is selected as “Unique”
-
Create a Matching rule with Duplicate rules
-
Create a validation rule to prevent duplicate leads from being entered
Question 108
Question
The executive team have a weekly meeting every Wednesday to discuss sales and operations. They use a report called “Global Pipeline” and would like to have this sent to them automatically at 3pm every Wednesday. What feature would you recommend?
Answer
-
AppExchange App
-
Schedule Report
-
Dashboard Refresh
-
Tabular Report
Question 109
Question
What other feature must be activated to allow you to use a tabular report in a table component?
Question 110
Question
A sales manager would like to create a sales leader board showing the totals of all Closed won deals by sales person. What would be the best way to create this?
Answer
-
Summary Report + Metric Component
-
Tabular Report + Chart Component
-
Summary Report + Table Component
-
Tabular Report + Table Component
Question 111
Question
A user has entered a password incorrect too many times, this has resulted in their account being blocked. How would you resolve this?
Answer
-
Contact Salesforce to unlock the record
-
Ask the users to use the “Reset password” functionality
-
Click “Unlock” on the user record
-
Click “Reset Password” on the user record
Question 112
Question
A user is complaining that they cannot see a tab for an object after you have recently switched their profile. What could be the issue? (Select 2)
Answer
-
The profile does not have access to the object
-
The object’s tab is set to “Default Off” on the profile
-
The tabs sharing settings have changed
-
he object does not have a tab associated with it
Question 113
Question
A sales manager has requested to display the account rating field on all opportunities, how would you fulfil this requirement?
Answer
-
Create a formula field on opportunities that references the account rating
-
Create a formula field on accounts that references the account rating
-
Create a workflow rule to update all opportunities with the account rating
-
Move the account rating field onto the opportunity page layout
Question 114
Question
Where can a custom field be set as read only?
Answer
-
Page Layout
-
Field Level Security
-
Custom field settings
-
Validation Rule
-
Sharing Settings
Question 115
Question
A custom picklist you have created has “Restrict picklist
values..” selected. What is the default functionality if you
attempt to upload a value that doesn’t exist using the data
loader?
Answer
-
The value will be inserted into the picklist
-
The value will be blocked and the record will fail
-
The value will be inserted into the inactive picklist values
-
The record will be inserted but the picklist value will not
Question 116
Question
Your company is interested in creating a comprehensive set of articles that can be accessed from within Salesforce, Communities & Publically. They want to ensure that their employees, customers and partners have as much information at their fingertips to solve their own cases. What would you recommend?
Answer
-
Solutions
-
Knowledge Base
-
Ideas
-
Answers
Question 117
Question
Duplicate rules are NOT available for which object?
Answer
-
Account
-
Cases
-
Contact
-
Lead
-
Custom Objects
Question 118
Question
While testing a new feature in Salesforce, a support manager has accidentally created 100 cases in Salesforce. What is the quickest way to delete these?
Answer
-
Mass Delete Records
-
Data Loader
-
Import Wizard
-
Delete via Report
Question 119
Question
What are the three access levels you can grant to Report & Dashboard Folders?
Answer
-
Viewer Access
-
Private Access
-
Editor Access
-
Manager Access
-
Public Access
Question 120
Question
What is true about filter logic in Salesforce?
Answer
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It allows you to filter on multiple fields
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You can use AND/OR operators to change how data is filtered
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You can filter across multiple objects
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It allows you to use filter multiple reports at once