Term
| Which objects does the Mass Delete records functions apply to? |
|
Definition
Leads
Accounts
Contacts
Activities
Cases
Solutions
Products |
|
|
Term
| What other records are deleted when an account is deleted? |
|
Definition
Account notes
Related contacts plus related contact data
Related Opportunities
Related Activities |
|
|
Term
Mass delete Activities:
If you delete the master of a multi-person event,
the child events will also be deleted |
|
Definition
|
|
Term
| You can mass delete Opportunities. |
|
Definition
False.
Opportunities are deleted as part of mass delete Accounts. |
|
|
Term
| What related records are deleted when you mass delete contacts? |
|
Definition
Opportunites associated with the contacts
Contact Notes
Activities associated with the Contacts |
|
|
Term
Mass deleting cases also deletes:
Related Case Comments
Associated Activities
Associated Contact Roles
Related Solutions |
|
Definition
False.
Only the following are deleted:
Related Case Comments
Associated Activities
Associated Contact Roles
Related solutions are not deleted. |
|
|
Term
Deleting a Solution also deletes:
Solution Category associations
Case associations
Attachments associated with the solutions
Solution History |
|
Definition
|
|
Term
| What is the effect of mass-deleting Products? |
|
Definition
SFDC also deletes:
related price-book entries, except those used on Opportunities
- references to deleted products on related assets |
|
|
Term
| What are the frequency options for Scheduled Data Export? |
|
Definition
|
|
Term
| Can you include images, documents, and attachments in your scheduled Data Export? |
|
Definition
| Yes, if you have selected this option in your Scheduled Export settings. |
|
|
Term
| Roll-up and summary data are included in data exports. |
|
Definition
|
|
Term
| Standard reports cannot be edited or deleted |
|
Definition
|
|
Term
| Custom reports allow the Administrator to define reports that may have a particular association. |
|
Definition
|
|
Term
| What permission is required to create Custom Reports? |
|
Definition
| Manage Custom Report Types |
|
|
Term
| Which type of relationships are allowable when defining Custom Report Types? |
|
Definition
|
|
Term
| Custom Report Types can only contain Custom Objects. |
|
Definition
|
|
Term
| Custom summary formulae are available for all report types. |
|
Definition
False.
They are available for Matrix and Summary report types only. |
|
|
Term
| How many Custom Summary Formule can be created per report? |
|
Definition
|
|
Term
| List the available dashboard components |
|
Definition
Horizontal bar
Vertical bar
Donut
Pie
Line
Funnel
Gauge
Metric
Table
VF page |
|
|
Term
| Which reports can have conditional highlighting? |
|
Definition
Summary and Matrix.
Must have at least one summary field or one summary formula. |
|
|
Term
| What information is captured on the User record? |
|
Definition
Name and contact details
User Licence
Role
Profile
Time Zone/Locale/Language
Delegated approver/Manager
Personal groups
Public group membership
Queue membership
Managers in role hierarchy
Remote access
Login history
|
|
|
Term
| Which stanard objects may have sharing rules? |
|
Definition
Leads
Accounts
Contacts
Opportunities
Cases
Campaigns |
|
|
Term
| How many actions can take place when a record is approved, rejected, or recalled? |
|
Definition
Up to 40, being 10 each of:
Create task
Email alerts
Field Updates
Outbound messages |
|
|
Term
| You can create a workflow as a result of a record being approved, rejected, or recalled. |
|
Definition
False.
You can create a task, send an email, update a field, or send and outbound message. |
|
|
Term
| You can assign an approval to role. |
|
Definition
False
You can only assign an approval to a sepcific user, or to a user related to the record being approved. e.g.Created by, Last modified by |
|
|
Term
| You can assign an approval to multiple users. |
|
Definition
True.
You must then select whether to approve or reject based on the FIRST resonse, or by UNANIMOUS approval. |
|
|
Term
| What are the key settings in creating Workflow Approval processing? |
|
Definition
Name and description
Entry criteria
Automated approval routing (e.g . to manager) and record editability
Approval assignment email template
Approval page fields
Initial submitters
|
|
|
Term
| What are the approval actions and steps? |
|
Definition
- Initial submission actions e.g lock record
- Approval steps can have multiple steps, each with their own approval/rejection actions
- Final approval actions
- Final rejection actions
- Recall actions
|
|
|
Term
| What does the email approval response function allow? |
|
Definition
It allows user to approve or reject approval requests by email, by sending a reply with
Approve, approved, yes; or
Reject, rejected, no
in the first line of the message body, and optionally adding comments in the second line. |
|
|
Term
| Are workflow rules triggered when adding or updating records using the Data Loader? |
|
Definition
| Yes - workflow rules are always triggered when using the data loader. |
|
|
Term
Managed packages enables developers to notify you when a new version is available.
True or false? |
|
Definition
|
|
Term
Profiles can be upgraded using Managed Packages.
True or false? |
|
Definition
|
|
Term
| How many days can a multiday event span? |
|
Definition
|
|
Term
| What is territory management? |
|
Definition
| Territory management is an account sharing system that grants access to accounts based on the characteristics of the accounts. |
|
|
Term
| Account ownership and its effect on record sharing remains valid and unchanged when territory management is in use. |
|
Definition
|
|
Term
| Territory management only affects accounts and the standard objects that have a master-detail relationship to accounts. |
|
Definition
True.
For example, opportunities are included in territory management but leads and activities are not. |
|
|
Term
| Where can you set up project calanders and calendars for meeting rooms and other resourses? |
|
Definition
| Manage Public Calendars and Resources. |
|
|
Term
| What do the Activity Settings control? |
|
Definition
Allows admin to enable
- Group Tasks
- Sidebar calendar shortcut
- Creation of recurring events
- Creation of recurring tasks
- Activity reminders
- Email tracking
- Show event details on Calendar view
- Multiday events
- requested meetings on Calendar on Home page
- Show Custom logo in meeting requests
|
|
|
Term
| Time -dependent workflow will not work with which type of evaluation criteria? |
|
Definition
| Every time a record is created or edited. |
|
|
Term
An activation link is valid for 48 hours.
True or false? |
|
Definition
False.
It is valid for 24 hours. |
|
|
Term
| Name two ways a user can obtain their security token. |
|
Definition
1) by changing their password
2) by resetting their security token |
|
|
Term
| Are Partner Portal and Customer Portal users required to activate their computers to log in? |
|
Definition
|
|
Term
| Login Hours are based upon thedefault timezone of the Company. |
|
Definition
|
|
Term
| Only users with special permissions can create text email templates. |
|
Definition
False - all users can create text email templates.
Only users with 'Edit HTML Templates' can create HTML templates, or HTML Templates with Letterhead. |
|
|
Term
| What permission is required to create or change public email template folders? |
|
Definition
|
|
Term
| Custom fiscal years cannot be disabled once enabled. |
|
Definition
|
|
Term
To use email templates in these features, what must be true?
Web-to-lead
Web-to-Case
Email-to-Case
Assignment rules
Escalation rules
Auto-response rules |
|
Definition
| The email templates must be public and active. |
|
|
Term
| Can you send a mass email using a fonce.com pges email template? |
|
Definition
|
|
Term
To attach a document to an email, the document must be Externally available.
True or false? |
|
Definition
|
|
Term
| What do Record Types enable you to do? |
|
Definition
| They enable yout to offer different business process, picklist values, and page payouts to difference users based on their profiles. |
|
|
Term
| Which settings override field-level security? |
|
Definition
'Modify all data' and
'View all data' |
|
|
Term
Roll-up summaries may be used on the parent side of any lookup or master-detail relationship.
True or false? |
|
Definition
False.
Roll-ups may only be used on the parent side of a Master-Detail relationship. |
|
|
Term
| What image file types are suppored in Text Area Rich fields? |
|
Definition
| gif, jpeg, and png files. |
|
|
Term
If you change the data type of any field that is used for lead conversion, that lead field mapping will be deleted.
True or false? |
|
Definition
|
|
Term
| Can you rename the Forecasts Tab? |
|
Definition
|
|
Term
| What status is assigned leads generated by Web to Lead? |
|
Definition
| They are marked with the default staus specified by the Lead Status picklist. |
|
|
Term
| In which editions can you schedule dahsboard refreshes? |
|
Definition
|
|
Term
You can schedule an existing dashboard to refresh daily, weekly, or monthly.
True or false? |
|
Definition
|
|
Term
| What is the daily limit on dashboard refreshes? |
|
Definition
|
|
Term
| Dashboards are refreshed in the timezone of the user who scheduled the refresh. |
|
Definition
|
|
Term
To refresh correctly, the Running User of a sashboard must have access to the folder in which the dashboard is stored.
|
|
Definition
|
|
Term
| How many fields can be added to a report type? |
|
Definition
|
|
Term
| Name the ways of adding leads / contacts to a Campaign. |
|
Definition
1) Add members from a report - up to 50,000 per report
2) add members from a csv file - Lead Import Wizard OR Campaign Update Wizard for adding Contacts- up to 50,000 per file
3) Add from a View of existing leads/contacts - 250 per list page
4) at individual lead/contact detaill page - 1 |
|
|
Term
| What are the maximum number of occurances for recurring events? |
|
Definition
Daily - 100 occurances
Weekly - 53
Monthly - 60
Yearly - 10 |
|
|
Term
| To enable Terriroty Management, Customisable forecasting must first be enabled. |
|
Definition
|
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