Term
List the components availble in
the 'narrow' section of the Home Page. |
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Definition
Partner portal welcome
Portal sidebar search
Portal solution search
Portal product search
Tags
Create new...
Recent items
Messages & Alerts
Custom links
Google Talk
Report links |
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Term
List the components available in
the 'wide' section of the Home Page, assuming you have Enterprise Edition?
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Definition
Items to approve
Calendar
Partner Portal Lead Inbox
Dashboard snapshot |
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Term
If Chatter is enabled,
Sidebar search is enabled. |
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Definition
False.
If Chatter is enabled, Global Search is enabled. |
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Term
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Definition
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Term
Sidebar search accepts wildcards
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Definition
True.
* = multiple characters
? = Single character |
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Term
Sidebar search searches
documents, products and solutions, Chatter fees, files, groups and people |
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Definition
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Term
| What additional areas are searched in Global search as opposed to Sidebar search? |
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Definition
Documents, products and solutions, Chatter feeds, files, groups and people
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Term
| In Sidebar search, search terms are treated as separate words. |
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Definition
False.
Sidebar search treats terms as an exact phrase.
Global search treats terms as separate words. |
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Term
| Wildcards are accepted in both Sidebar and Global searches. |
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Definition
True.
* = Multiple characters
? = single character |
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Term
| In Global search, search terms are separated by letter, number and punctuation boundaries. |
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Definition
True.
Searching for 'Acct!4' seaches for 'Acct' and '!' and '4' |
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Term
| Global search allows use of AND, OR, NOT( ), and "" to refine results. |
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Definition
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Term
| When Spellchecker is enabled, which objects is it enabled on? |
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Definition
Activities: Notes in Events and Tasks
Notes
Emails
Cases
Solutions |
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Term
| List the places where currency is specified. |
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Definition
Company profile
User record
Opportunity record |
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Term
| What information is in the Company Profile? |
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Definition
Primary Contact and address
Language, Locale and Timezone
Licences
Storage and space used
Fiscal Year
Currencies
Business Hours and Holidays
My domain e.g. 'fronde.my.salesforce.com' |
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Term
| What is the effect of enabling Mass Mail Merge? |
|
Definition
Adds 'Mass mail merge' to Tools area for:
Leads
Accounts
Contacts |
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Term
Extended mail merge can be activated under 'Setup'.
True or false? |
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Definition
False.
Extended Mail Merge is available by request to SFDC only. |
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Term
| Where are generated Mail Merge documents stored if 'Always save extended MM documents in the Documents tab' is NOT checked? |
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Definition
They are delivered as zipped email attachments to the user who generated them. |
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Term
| What objects are impacted by setting the fiscal year? |
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Definition
| Forecasts, Quota, reports |
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Term
Standard forecasting can be used with Custom Fiscal Years.
True or False? |
|
Definition
False.
Customisable forecasting MUST be used with Custom Fiscal Years. |
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Term
What is the benefit of enabling
Enhanced profile mangement? |
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Definition
| It enables you to compare settings across profiles. |
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Term
Deleting a custom field also deletes list views based on that field.
True or false? |
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Definition
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Term
| List the different types of custom text fields. |
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Definition
Text
Text area (255)
Text area (32,000)
Text area rich - allows users to enter formatted text, add images and links and up to 32,000 characters).
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Term
| For which objects can you enable History Tracking? |
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Definition
Leads
Accounts
Opportunities
Contacts
Cases
Solutions
Contracts
Contract line items
Service Contracts
Entitlements |
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Term
| Is history tracking available for the Campaign and Asset objects? |
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Definition
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Term
You can track history on Activities and Users.
True or false. |
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Definition
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Term
History can be tracked on Contracts and Cases.
True or false? |
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Definition
|
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Term
| List the objects for which history tracking is NOT available. |
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Definition
Activities
Campaigns
Quotes
Assets
Ideas
Users |
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Term
| You can track history on Quotes |
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Definition
|
|
Term
| You can track history on Activities |
|
Definition
|
|
Term
| You can track history on Assets |
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Definition
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Term
| You can track history on Ideas |
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Definition
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Term
| You can track history on campaigns |
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Definition
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|
Term
History can be tracked on Contracts and Contract line items.
True or False? |
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Definition
|
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Term
| Are controlling and dependent picklists supported on Web-to-Case? |
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Definition
| No - need JavaScript to implement. |
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Term
Web-to-Lead
supports controlling and dependent picklists.
True or False?
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Definition
False.
JavaScript is needed to implement. |
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Term
| Are contolling and dependent picklists are suported in the offline edition? |
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Definition
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Term
Contolling and dependent picklists are suported in the Self-service Portal.
True or false?
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Definition
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Term
| How many Look-up fields can be created per object? |
|
Definition
25
Of these, 5 can be 'required'. |
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Term
All campaigns are displayed in lookups to the Campaign object.
True or False? |
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Definition
False.
Only active campaigns are available in Campaign look-ups. |
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Term
Which objects are lookup filters available on? |
|
Definition
Accounts
Assets
Contacts
Entitlements
Quotes
Service Contracts
Users
Custom Objects |
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Term
| Are lookup filters available on lookups to Opportunities? |
|
Definition
|
|
Term
Lookup filters are available on lookups to Cases.
True or false? |
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Definition
|
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Term
| Lookup filters accept variable parameters in date fields. |
|
Definition
True.
e.g. TODAY, THIS MONTH |
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Term
| What summaries are available when defining a roll-up summary field? |
|
Definition
|
|
Term
When defining a roll-up summary field the following aggreation options are availble:
Count
Max
Min
Average
Sum
True or False?
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|
Definition
False.
Only Count, Max, Min, and Sum are availble.
Average is NOT available. |
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Term
| Field level security is available in Enterprise Edition. |
|
Definition
|
|
Term
Field level security is available in Professional Edition.
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|
Definition
| False. Only in Enterprise Edition + |
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Term
| How many levels can be referenced in cross-object formulae? |
|
Definition
|
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Term
| What privileges do Record Owners have? |
|
Definition
- View, edit and delete,
- Change Ownership
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Term
If a Record Ower does not have Read permission on an obejct, they can still view any records they own that are of that object type.
True or false? |
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Definition
False.
Where a record owner doesn't have Read permission on the object, they can own a record but won't be able to see it. |
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Term
| Approver settings are set in the Company Profile. |
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Definition
False.
Approver settings are set in the User record. |
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Term
| What does the Role hierarchy control? |
|
Definition
Vertical data visibility
Record roll-up for forecasting and reporting. |
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Term
| For which objects may the Record Owner be a queue? |
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Definition
Cases and Leads.
The Record owner can be either a user or a queue. |
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Term
Users at any given role level can view, edit and delete all data owned by or shared with users below them in the role hierarchy.
True or False? |
|
Definition
False.
Users at any given role level can view and edit and report on all data owned by or shared with users below them in the role hierarchy.
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Term
| Which standard objects may have Sharing Rules? |
|
Definition
Lead
Account
Opportunity
Contact
Case
Campaign
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Term
| Does mass transfer (of ownership) trigger workflow? |
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Definition
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Term
| What permission is needed for a user to transfer multiple accounts or leads? |
|
Definition
| Administrative Permission: Transfer Record |
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Term
Open and Closed Activities are both transferred when you Transfer an Account. True or False? |
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Definition
False.
Only Open Activities are transferred. |
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Term
When you transfer an account, all opportunities are also tranferred to the new owner.
True or False? |
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Definition
False.
Only open opportunities owned by the current owner are transferred.
You may optionally transfer open opps owned by other owners. |
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Term
When you transfer an account, you may optionally also transfer:
- Closed opportunities
- Closed cases
- Open opportunities owned by other owners. |
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Definition
|
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Term
| What objects are transferred when you transfer an account? |
|
Definition
Contacts (for business accounts only)
Attachments
Notes
Open actitivies
Open Opportunities owned by the current owner
Optionally:
Closed opportunities
Closed cases
Open opportunities owned by other owners. |
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Term
| What objects are also transferred when you transfer a lead? |
|
Definition
| Open activites, except when transferring to a queue. |
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Term
| How many roles are permitted per organisation? |
|
Definition
|
|
Term
Sharing rules are irrelevant for Public Read/Write orgs.
True or False? |
|
Definition
|
|
Term
| Contacts marked 'Private' are not subject to role hierarchy or sharing rules. |
|
Definition
True.
Private contacts are visible to the owner and Admin only. |
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Term
| Who can share records manually? |
|
Definition
The record owner
Anyone granted full access
Anyone above the owner in the role hierarchy
The administrator |
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Term
Sales teams work together on Accounts.
True or false? |
|
Definition
False.
Sales teams work together on Opportunities.
Account teams work together on Accounts. |
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Term
Sales Teams and Account Teams share the same set of Team member roles.
True or false? |
|
Definition
|
|
Term
The 'Read/write/transfer' permission also allowers the user to delete the record.
True or false? |
|
Definition
|
|
Term
| In which editions is Workflow available? |
|
Definition
| Enterprise and Unlimited Editions. |
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Term
| Workflow is availble from Professional Edition up. |
|
Definition
False.
Workflow is only available for Enterprise and Unlimited Editions. |
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Term
| Tasks can only be assigned to a single user. |
|
Definition
|
|
Term
| What is the size limit for uploaded documents? |
|
Definition
|
|
Term
| Sidebar search searches documents, solutions, and products. |
|
Definition
|
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Term
| What happens if you assign a task to a role with more than one user? |
|
Definition
| The task is assigned to the Record Owner instead. |
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Term
| When creating tasks, due dates appear in the timezone of the user who created the task. |
|
Definition
False.
Due dates appear in the timezone of the task assignee. |
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Term
| What is the 'Created by' field set to for a workflow-generated task? |
|
Definition
| It is set to the name of the user who generated the workflow. |
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Term
|
Definition
Manually by users
Imported using the Import Wizard for Leads
Imported via the API
Via web-to-lead |
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Term
You are importing Leads using the Import Wizard with no assignment rules, and you haven't specified a 'Record Owner' column in your import file.
Who will be the record owner for the new leads? |
|
Definition
| The Administrator becomes the default lead owner. |
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Term
| Which editions are Campaigns available in? |
|
Definition
| Professional, Enterprise, Unlimited and Developer |
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Term
A Marketing user can create, edit and delete campaigns, and import leads and use campaign import wizards.
True or false? |
|
Definition
|
|
Term
To set up Campaign hierarchies you must have the
'Customise Application' permission. |
|
Definition
|
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Term
| What permissions are needed to add leads or contacts to a Campaign via CSV files? |
|
Definition
'Edit' on Campaigns
'Import leads' and 'Marketing user' must be checked in the User record.
To import/update contacts, must also have 'Read' on contacts. |
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Term
| Can you create a Task action in a Campaign member workflow rule? |
|
Definition
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Term
| What is the dailly mass email limit for an organsation? |
|
Definition
|
|
Term
| What are the maximum number of external addresses you can include in each mass email by SF edition? |
|
Definition
Professional - 250
Enterprise - 500
Unlimited 1000 |
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Term
| Only one auto-response rule can be active at any given time. |
|
Definition
True.
The active rule can consist of multiple criteria (rule entries). |
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|
Term
| How many cases may created per day via Web-to-Case? |
|
Definition
|
|
Term
| What is the size limit for an Email-to-Case attachment? |
|
Definition
|
|
Term
|
Definition
| A web form that is published to a website used by customers to submit enquiries online. |
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Term
When creating Escalation rules, it is best practice to create the last rule entry with no criteria.
True or false? |
|
Definition
| True. This will catch any cases that the previous rule entries did not assign. |
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Term
| What is the size limit for graphics inserted on Content-Rich Solutions? |
|
Definition
|
|
Term
| A Solution can belong to more than one category. |
|
Definition
|
|
Term
| What functions are available to a user of the Self-Service Portal? |
|
Definition
View Cases and case detail
Log a new case
Close a case
View suggested solutions
Browse knowledge base |
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Term
| List the variables used by Suggested Solutions to determine which solutions are suggested. |
|
Definition
Word frequency in all solutions
Word frequency in similar cases with related solutions
Word similiarities in self-closed cases, and solutions rated 'helpful' by Self-Service users. |
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Term
| Describe the components of the Console Tab |
|
Definition
List View - the console's top frame: a list view of record from specified objects
Detail View - Centre frame that displays the detail page of a record selected from the list view
Mini View - console's right frame that contains a mini view of records that have a look-up parent relationship with the record in Detail view.
Sidebar - console's left frame that contains recent items etc - same as sidebar in any other SF page. |
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Term
| You must add the Console Tab to an App before it is available to users. |
|
Definition
|
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Term
| What are the limits on Custom Objects and custom fields in Enterprise Edition? |
|
Definition
200 Custom Objects
500 Custom Fields per object |
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Term
| What are the custom object and field limits for Professional Edition? |
|
Definition
| 50 Custom Objects 100 Custom Fields per object |
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Term
| What are the limits on creating Custom Tabs? |
|
Definition
Unlimited Unlimited
Developer 100
Enterprise 25
Professional 10
Group 5
Contact Manager 3
Personal Edition N/a |
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Term
| Queues can be used for Custom Objects |
|
Definition
|
|
Term
| Define a Master-Detail relationship. |
|
Definition
- Child is automatically deleted when parent is deleted
- Sharing is inherited from parent
- lookup field on child is always required
- reporting implications: Both parent and child fields available |
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Term
| What are Junction objects? |
|
Definition
Junction objects allow mayny-to-many relationships. Juntion objects can have master-detail relationships with two objects
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Term
Deleting either parent of a Junction object will also delete the junction object record.
True or false? |
|
Definition
|
|
Term
| Junction objects cannot have child objects |
|
Definition
|
|
Term
| Junction objects can be imported using the Import Wizard |
|
Definition
|
|
Term
Only custom objects can be detail records.
True or false? |
|
Definition
|
|
Term
| How many lookup relationships are allowed per object? |
|
Definition
|
|
Term
| A Custom object can be Master of a Standard object. |
|
Definition
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