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218 Cards in this Set
- Front
- Back
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An administrator notices there are too many duplicate records, numerous sharing rules, and a large number of manually shared records.
Which situation may this be a symptom of? A. A role hierarchy that has too few roles. B. A sharing model that is too public. C. A sharing model that is too private. D. Object permissions on profiles that are too restrictive. |
c
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In Salesforce territory management, which statement describes how a territory hierarchy is different from a role hierarchy?
A. A territory hierarchy grants login access to all users in a territory. B. A territory hierarchy supports assigning users to multiple territories. C. A territory hierarchy automatically assigns users to sales teams in the territory. D. A territory hierarchy gives users in a territory full edit access to all accounts in that territory. |
b
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An administrator wrote a field update action for a workflow rule on a field that is hidden via field-level security.
When the workflow rule triggers, what happens to the data in the hidden field? A. The field will fail to update and remain in its original state. B. The field is updated, even though it is hidden. C. The field will only update if the rule was triggered by a time-based trigger. D. The field will only update if the user has "Modify All Data" enabled in the profile. |
b
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Universal Containers would like to track bugs within Salesforce. They need to track the bug's severity and type as well as its status and description. Bugs should be related to cases, but the bug's owner will be different than the owner of the case. How can the Universal Containers administrator meet these requirements?
A. Create a section on the case page layout. B. Create a field on cases. C. Create a custom object for bugs and relate it to cases. D. Create a relationship between the standard bug object and the standard case object. |
c
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Universal Containers currently uses the standard Salesforce CRM product and pricebook objects.
Is it possible for Universal Containers to publish product and pricebook information to its corporate website so customers in different regions see the correct product catalog with prices in the local currency? A. Yes, with the Customer Portal. B. No, it is not possible to present multicurrency data. C. Yes, by building a custom integration following the X-to-Web design pattern. D. No, it is not possible to present data stored in standard objects other than cases and solutions to a website. |
c
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What is the Force.com Web Services API?
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set of application functions that can be programatically invoked over the internet
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The Web Services API is designed around the latest standards, including which three ? .
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SOAP, WSDL and WS-I Basic Profile
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Name three platforms (technologies) to which the Force.com API is available.
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Java, .NET, Perl
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The Web Services API allows the administrator to mass delete more than 250 records at a time.
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True
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The Web Services API allows the administrator to perform mass updates to records to clean up duplicate data
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True
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The Web Services API allows the administrator to perform incremental backups of the data with the APIs data replication methods.
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True
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Which Salesforce tools use the Force.com API?
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Apex Data Loader, Connect for Microsoft Office, Salesforce for Outlook, Offline Edition
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What are the most commonly used Web Services API calls? Hint: QURDUCU
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Query, Update, Retrieve, Delete, Upsert, Create, Undelete
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What does the Query API call do?
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Executes a query against the specified object (SOQL).
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What does the Retrieve API Call do?
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Retrieves one or more objects based on the specified object IDs.
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What does the Create API Call do?
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Adds one or more new individual records to your organization's data.
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What does the Update API Call do?
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Updates one or more existing records in your organization's data.
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What does the Upsert API Call do?
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Performs a create or an update of an object based on match of an ID field.
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What does the Delete API Call do?
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Deletes one or more individual objects from your organization's data.
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What does the Undelete API Call do?
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Undeletes eligible records from the recycle bin.
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What are the capabilities of the Force.com Metadata API?
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Add data to Salesforce orgs, delete standard fields on custom objects, and create, update, and delete custom objects and fields programmatically.
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What is the most common use of the Force.com Metadata API?
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To migrate changes from a sandbox or testing organization to a production environment.
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Which three method calls does the Force.com Metadata API support?
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Query, Create, Upsert
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What are the two easiest ways to access the Force.com Metadata API?
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IDE, Migration Tool
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Which tool does the IDE use?
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Eclipse
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Which tool does the Migration Tool use?
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Ant
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What are the capabilities of Salesforce Connect for MS Office?
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Excel Add-in delivers salesforce reports into Excel.
Word Add-in allows you to insert Salesforce merge fields into a Word mail merge template |
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What are the capabilities of Salesforce Connect for Lotus Notes?
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Add-in that provides similar functionality to the MS add-ins
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What are the capabilities of Salesforce Connect Offline?
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Client application
Briefcase Conflict resolution tool |
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How do you setup Salesforce Offline?
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Admin: Briefcase Configuration
User: Install client application |
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Define DaaS
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Development as a Service
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How do you setup the sandbox?
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Manage environments
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True or False: CRM Content shows up as Primary Tabs in Service Cloud Console
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True
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How do you setup CRM Content?
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Enable
Feature License Permissions Libraries Content Fields |
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List the order in which automation features trigger when a user saves a record. Hint: VAAWE
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Validation, Assignment, Auto-Response, Workflow, Escalation
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List and describe the functions of the Process Visualizer
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For Approval Processes:
1. Diagram 2. Legend 3. Find (text) 4. Sidebar (displays approval process properties) 5. Hover details (for currently selected component) 6. Navigator (drag to focus on different parts of process) 7. Zoom slider 8. Printable view/refresh |
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Describe the data available on the Adoption Dashboards
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login history and trending
feature adoption use sales and marketing productivity enhancers |
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Identify ways to audit data in an org
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field history
audit log log analysis |
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Define Force.com controller
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An Apex class that provides a Visualforce page with the data and business logic it needs to run.
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Which statement is true regarding custom summary formulas on reports? Select all that apply:
a) They allow you to perform calculations on summary rows of data b) They use many of the formula functions used elsewhere in the application c) They can be used on any record to calculate data on that record d) They share nothing in common with the formulas used elsewhere in the application |
a, b
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Which function can be used to validate data against an existing table?
a) VLOOKUP() b) DLOOKUP() c) VALIDATE() d) COMPARE() |
a
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What is a summary function?
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Summary functions let you use grouping values in custom summary formulas for reports.
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With which report types are formulas available?
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Formulas are available with summary, matrix, and joined reports.
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What are the two summary functions?
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PARENTGROUPVAL and PREVGROUPVAL
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What are two ways to indicate more than one expression in a formula?
a) AND() and & b) AND() and + c) AND() and ALSO() d) AND() and MORE() |
a
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Which function can be used to transform data into text?
a) TRANSFORM() b) TEXTIFY() c) TEXT() d) CHANGE() |
c
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Name two functions you can use to categorize data.
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IF and CASE
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What do you call formulas that span objects and can be used to display data from one record on a related record?
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Cross-object formulas
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In a validation rule, the error message will be displayed and the user will be prevented from saving if the formula evaluates to which: True or False?
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True
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What is the BR() function?
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BREAK function, inserts and html break tag (whih is like a carriage return)
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What does __r (double underscore r) represent?
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Relationship between the junction object and a related record.
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Which function do you use when you need to check multiple conditions?
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AND()
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What element in a formula is a text string or number?
a) Function b) Literal value c) Field reference d) Global variable |
b
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Where can formulas be used? Check all that apply.
a) Custom fields b) Validation rules c) Field labels d) Filter criteria |
a,b, d
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What are the three steps for creating formulas?
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Requirements, Simple Statements, Formulas
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Formulas are made up of what? Hint: CLOGFM
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Comments, Literal Values, Operators, Global Variables, Functions, Merge Fields
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Which references the value of another field?
a) Comments b) Literal Values c) Operators d) Global Variables e) Functions f) Merge Fields |
f
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Which is a text string or number?
a) Comments b) Literal Values c) Operators d) Global Variables e) Functions f) Merge Fields |
b
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Which is an annotation within a formula?
a) Comments b) Literal Values c) Operators d) Global Variables e) Functions f) Merge Fields |
a
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Which is a symbol that specifies the type of calculation to perform or the order to perform the calculation?
a) Comments b) Literal Values c) Operators d) Global Variables e) Functions f) Merge Fields |
c
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Which is a reference to the value of a system or environment variable?
a) Comments b) Literal Values c) Operators d) Global Variables e) Functions f) Merge Fields |
d
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What is a function?
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System-defined formula
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What are formulas used in? Hint: cccffvvd
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Custom fields, custom summary formulas, custom buttons and links, filter criteria, field updates, validation rules, visualforce pages, default field values
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What allows the administrator to mass delete more than 250 records at a time,
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Web Services API
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How can a developer restrict access to records?
a) by changing organization-wide defaults b) by creating manual sharing c) by creating a new role hierarchy d) by creating a public group |
a
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If a developer wants interviewers to view positions, but to never view the grade listed for a position, which tool would the developer use?
a) Field-level security on positions b) Page layouts c) Field-level security on grades d) Record types |
a
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Which feature sets the baseline level of access for an object?
a) Roles b) Organization-wide defaults c) Profiles d) Sharing rules |
b
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Interviewers should never be able to view a candidate's social security number. Which tool would you use to meet this requirement?
a) Record types b) Field-level security c) Page layouts d) Page layouts with record types |
b
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When creating technical positions, hiring managers must fill out the certification requirements for the position. When creating non-technical positions, such as positions in sales and finance, the certification fields are not required and must not be visible. Which tool would you use to meet this requirement?
a) Record types b) Field-level security c) Page layouts d) Page layouts with record types |
d
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While filling out positions, the hiring manager wants to view the job responsibilities and job description at the top of the page; and the recruiter needs to view the name of the hiring manager and the status of the position at the top. Which tool would you use to to meet this requirement?
a) Record types b) Field-level security c) Page layouts |
c
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Which users can grant sharing privileges on a given record? Select all that apply.
a) System administrators b) Manager c) Owner of the record d) Users above the owner of the record in the role hierarchy e) User below the owner of the record in the role hierarchy |
a, c, d
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True or False: Child records in master-detail relationships have their own organization-wide defaults.
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False
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True or False: Organization-wide defaults can be set for both standard and custom objects.
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True
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True or False: Only Read/Write access can be granted through sharing rules
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False
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True or False: Sharing rules are used to restrict access to records.
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False
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What is the most restrictive organization-wide defaults setting?
a) Read/Write b) Read Only c) Private d) Hidden |
c
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True or False: You can't use Apex to create criteria-based sharing rules.
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True
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If a user needs to give access to just one record, which feature should that user choose?
a) Roles b) Role Hierarchy c) Profile Setting d) Manual Sharing |
d
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True or False: Apex sharing reasons exist only for custom objects
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True
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If a developer wants to setup access in such a way that managers always see records owned by their subordinates, which feature should the developer use?
a) Organization-wide defaults b) Role Hierarchy c) Manual Sharing d) Profiles |
b
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Does creating an Apex sharing reason create a sharing rule?
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No
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What permission is needed for Users to change sharing using Apex sharing reasons?
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"Modify All Data"
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How many Apex sharing reasons can each object have?
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10
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True or False: Apex sharing reasons are defined per object
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True
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True or False: Folder access can be set using Public Groups
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True
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Public groups can be made up of what? Select all that apply.
a) Profiles b) Users c) Other Public Groups d) Roles and subordinates |
b, c, d
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Put the five methods in order by which Salesforce evaluates access to records:
OWD, Sharing, Record Ownership, Roles, Permissions |
Permissions (View all Data?)
Record Ownership (Is the User the Owner?) OWD (Read Only, Read/Write?) Roles (Above the Owner?) Sharing (Sharing Rules, Manual Sharing) |
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What are the three types of sharing? Hint: RAM
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Rules, Apex and Manual
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True or False: Users create new manual sharing rules with Apex sharing reasons to use them.
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True
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True or False: Apex sharing reasons should be used programatically and NOT through the application
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True
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What determines whether or not access to custom objects should roll up through the role hierarchy?
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"Grant Access Using Hierarchies" setting on OWD
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True or False: Assuming no sharing rules have been created, users in the same role can access each others records
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False
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If you change the OWD setting, will it affect manual sharing?
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Potentially
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Can you change the OWD setting after the initial implementation?
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Yes
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Will child records in relationships inherit the OWD from their parents?
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No
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How can you set the OWD for child records in master-detail relationships?
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They inherit OWD from their parent
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What are the three OWD settings?
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Private, Public Read Only, Public Read/Write
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In deciding OWD, identify the most restricted user of the object. To what should you set the OWD if there will be an instance of this object that this user is NOT allowed to view?
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Private
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In deciding OWD, identify the most restricted user of the object. To what should you set the OWD if there are no instances of this object that this user is not allowed to view but there will be one they are not allowed to edit?
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Public Read Only
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In deciding OWD, identify the most restricted user of the object. To what should you set the OWD if there are no instances of this object that this user can not view or edit?
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Public Read/Write
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If the sharing model determines that the user can view the Java Developer Position record, what is it that specifies which fields the user can view and edit?
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Profile
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Profile controls whether a user can view positions. The sharing model controls which positions a user can view.
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True
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Profile controls access to fields on an object
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True
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What are the three ways to gain access to a record?
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"Modify All" Permission, Record Owner, Role Hierarchy
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Who can own records?
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Users and Queues
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True or False: Child records in a master-detail relationship do not have owners.
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True
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What will you use to limit picklist options?
a) Page layouts b) Record Types c) Field Level Security d) Profiles |
B
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True or False: A field hidden through field-level security is still visible through the API.
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False
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True or False: If you remove access to an app from a profile, the users in that profile will still be able to see the tabs in that application.
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True
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True or False: If you hide a tab from a profile, the users in that profile will not be able to see records for that object.
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False
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True or False: If you have two record types for an object, you need to have two page layouts for that object
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False
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True or False: If a user does not have access to a specific record type, they will still be able to see the records with the record type
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True
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What are the three high-level types of Salesforce licenses?
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Salesforce, Salesforce Platform, Feature
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True or False: Field-level security is set at the Profile level.
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True
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True or False: System Administrators can customize the Permissions of both Standard and Custom Profiles
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False
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What are the Permissions that allow a System Administrator to manage an application? Select all that apply.
a) View All Data b) Read c) Create d) Modify All Data e) Edit All Data |
a, d
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Use Permission Sets to grant permissions for what? Hint: FAVATOS
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Fields, Apex classes, Visualforce Pages, Tabs, Objects, Service Provider
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How many Permission Sets can one Organization have?
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1k
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Are custom objects available in the Translation Workbench?
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No
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For how long do deleted dashboard components get stored in the trash bin?
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They don't (trick quesion)
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What is the only way that users can add tags to record?
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The Tags section in a page layout.
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What are the two tag settings to enable tags?
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Enable Personal Tags and Enable Public Tags.
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Where is the Tags Link?
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Sidebar
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Where is the Recent Tags drop-down?
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Sidebar
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What Permission must Translators have?
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View Salesforce Configuration (to access the setup pages)
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What are the Dynamic Dashboards limits per org?
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10 (UE) and 5 (EE)
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How many additional Dynamic Dashboards can be purchased per Org?
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Five
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What is a Dynamic Dashboard?
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run as logged in user
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What do the first three characters of a record ID identify?
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Object
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What are the two versions of Record ID?
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15 character case-sensitive
18 character case-insensitive |
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True or False: In Salesforce, the Name field is Indexed
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True
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What are the two data types possible for a Name field?
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Text and Auto-Number
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For how long are deleted custom fields stored?
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45 days
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What are three data types in formatted text fields?
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Email, Phone, URL
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Which fields types can be made external IDs?
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Text, Number, Email
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Can standard picklist fields be controlling fields?
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Yes
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Can standard picklist fields be dependent fields?
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No
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What is the maximum number of values in a controlling field?
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300
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Can a custom multi-select picklist be a controlling field?
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No
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Can a custom multi-select picklist be a dependent field?
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Yes
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Can a checkbox be a controlling field?
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Yes
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Can an encrypted custom field be unique?
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No
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Can an encrypted custom field be an External ID?
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No
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Can an encrypted custom field have a default value?
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No
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What Permission is required to view encrypted data?
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View Encrypted Data
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True or False: Encrypted fields can be edited regardless of whether you can view encrypted data.
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True
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Identify the correct statements about dependent picklists. Select all that apply.
a) Standard picklists can be controlling fields but not dependent fields. b) The maximum number of values allowed in a controlling field is 400 c) Before defining a dependency, you should ensure that your picklist has at least one value d) A custom multi-select picklist can be set as the controlling field for a dependent field e) If a field represents both a controlling field and a dependent field, it cannot contain more than 300 values |
a, c, e
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In a lookup relationship, on which object do you create the lookup field: Child or Parent?
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Child
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In a lookup relationship, on which object can you create a related list: Child or Parent?
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Parent
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What is the maximum number of lookup relationships per object?
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25
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Can a standard object be on the detail-side of a master-detail relationship?
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No
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What is the maximum number of master-detail relationships per object?
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2
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Is a self-relationship a master-detail or lookup relationship?
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Lookup
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Is a many-to-many relationship master-detail or lookup?
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Master-Detail
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What is a Junction Object?
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a custom object with two relationships
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What can you do with Schema Builder?
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Add new custom objects, fields and relationships
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What are the two types of Communities?
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Answers, Ideas
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In Answers, who can mark an answer as the best answer?
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The user who posted the question
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In Answers, how do most useful replies gain visibility?
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Voting
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True or False: In Answers, questions can be escalated to a Case
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True
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In Ideas, how do Ideas rise to the top?
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Community Promotions
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True or False: Ideas can have a status
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True
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What can be synced in Salesforce for Outlook? Hint: ETEC
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Email, Tasks, Events, Contacts
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What is synced in Connect for Outlook?
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Manually selected Tasks, Events and Contacts
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How does syncing happen in Connect for Outlook?
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User manually clicks sync
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How does syncing happen in Salesforce for Outlook?
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Automatically when system tray icon is running
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How are emails associated in Salesforce with Connect for Outlook?
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Select related Salesforce records while in Outlook
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How are emails associated in Salesforce with Salesforce for Outlook?
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Based on users's settings
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How are email associations administered in Connect for Outlook?
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In Outlook, by the user
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How are email associations administered in Salesforce for Outlook?
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In Salesforce, by the Administrator (and permitted users)
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Do recurring events sync in Connect for Outlook?
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Yes as individual events
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Do recurring events sync in Salesforce for Outlook
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No
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In Salesforce for Outlook, what are the three ways a user can resolve sync issues?
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System Tray Icon, Contacts Tab, Sidebar 'Unresolved Items' Shortcut
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True or False: Salesforce CRM Content is available via the Customer Portal and partner portal.
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True
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What kinds of records have Territories? Hint: there are three
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Accounts, opportunities, and users
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Can a user be assigned to multiple Territories?
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Yes
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How do manually assigned accounts differ from those assigned by account assignment rules?
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Once manually assigned to a territory, they remain there until they are manually removed from the territory.
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How does Opportunity Confinement work?er
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The territory's opportunities remain in the territory or its child territories when you run account assignment rules.
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What happens when I undelete an Account or Opportunity that was assigned to a Territory?
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restores the Territory, but will not be included in Assignment rules evaluation
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True or False: Territory Hierarchy grants access to records regardless of ownership.
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True
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How do Territories affect forecasting?
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Users will have a different forecast for each Territory to which they are assigned.
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Which objects are included in Territory Management?
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Accounts and standard objects (eg opportunities) that have a master-detail relationship to accounts
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What is prerequisite to setting up Territory Management?
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Customizable Forecasting
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Which of the following are correct? Select all that apply.
a) The Excel Connector is a supported tool from Salesforce b) The Excel Connector is not supported by Salesforce c) The excel Connector is an open-source tool providing bi-directional access to Salesforce from an Excel Spreadsheet. |
b, c
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Which of the following statements are correct? Select all that apply.
a) Data Loader can support loads of 50,000 records b) The Data Loader is aka the Import Wizard c) The Data Loader can be setup to run scheduled data loads or exports d) The Data Loader uses SOQL to construct queries |
a, c, d
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Which of the following statements are correct? Select all that apply.
a) Records can be loaded into Salesforce in any order b) Master and Parent records should be loaded first so that Detail and Child records can be mapped to the appropriate Master/Parent record ID c) Detail/child records can be mapped using the Parent record ID or an External ID |
b, c
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True or False: If you have defined an external ID field on a record, it is not necessary to have a Salesforce record ID
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False
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True or False: The Excel Connector tool can query export, update and insert and delete records in Salesforce
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True
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How many External ID fields can you define per object?
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3
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What are the three ways to obtain a record ID?
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its URL, report ID column, data loader
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What are data validation rules executed on?
a) Record b) Object c) Page Layout d) Field |
d
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True or False: When scrubbing data, its best to keep data in Salesforce
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False
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How often can export requests be made using the Data Export tool?
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Once every six days
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Can you use Data Loader to mass delete attachements?
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Yes
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Name three options to backup and archive data.
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Data Export service, export reports, data loader
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What Permission is needed to export data?
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Export Data
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Name three ways to mass delete attachments
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Attachment Manager (appexchange) Case Detachifier (appexchange) Data Loader
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How many records can you delete at once with the Mass Delete feature?
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250
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To what objects is Mass Delete feature limited?
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Cases, Solutions, Accounts, Contacts, Leads, Products and Activities
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Name a tool to help you monitor storage
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Storage Usage Link
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CE: Where can Archived Activities be found?
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Archived activities can be viewed only in export files, printable view, or by clicking View All on the Activity History related list. You can also view an archived activity if you know the URL for the activity
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CE: What is required to run the Account Owners report
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In Setup>Security Controls> Click Account Owner Report (This option is available only in organizations that have a private account sharing model)
Select the checkbox to allow all users to run this report. If you leave the box unchecked, only administrators and users with the "View All Data" permission can run this report. |
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CE: Where can you author Apex from?
a) sandbox b) production org c) force.com ide d) ________ |
Directly in Developer Edition or Sandbox, and in
Apex Development Tool or the Force.com IDE . (Not in Production because Apex requires test coverage in order to deploy to production) |
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CE: What happens to the CRT and reports based on it, if you delete the custom object which is the Primary object on the CRT
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When you delete a custom report type, any reports based off it will also be deleted. Furthermore, any dashboard components created from a report based off of a deleted custom report type display an error message when viewed.
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CE: Is Visualforce available with all ediions or only Developer, Enterprise and Unlimited?
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All Editions
Contact Manager, Group, Professional, Enterprise, Unlimited, and Developer Editions |
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CE: what are hooks and triggers eg are links and button hooks?
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- A Hook is the location in the user interface where you can launch or kick off an S-Control or URL (The Target)
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CE: what is helpful to know/experience with if a developer is building a visualforce controller eg java, javascript, html
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Java or C#
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CE: when is a Big Deal Alert triggerd?
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When opportunities reach both the probability and amount or greater.
(First, BDA has to be setup) |
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CE: What Don't you get with Log Analysis (eg the encruption password with the log)
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...
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CE: Can you create an account with Salesforce for Outlook:
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No.
what syncs are contacts, tasks, events, emails depending on how you're configured. |
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CE: what do you use tooverride custom button
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Visualforce page
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CE: What can you do with a CRT?
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1. Set field label to display on the Select Columns page in the report wizard
2. Arrange fields on sections as they should appear to users in the report wizard (Sections, which section, order within section) 2. Set default fields to appear as columns in new reports |
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CE: What does CONTAINS do?
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Compares two arguments of text .
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CE: What does CASE do?
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Checks a given expression against a series of values.
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CE: What does ISNUMBER fo?
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Determines whether a text values is a number.
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CE: What does ISPICKVAL do?
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Determines whether the value of a picklist field is equal to a specified text literal
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CE: What does TRIM do?
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Removes the spaces and tabs from the beginning and end of a text string
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Which editions enable Apex?
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EE or UE
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