Term
An administrator notices there are too many duplicate records, numerous sharing rules, and a large number of manually shared records. This situation may 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. |
|
Definition
C. a sharing model that is too private.
(Confirmed) |
|
|
Term
In Salesforce Territory Management, a territory hierarchy is different from a role hierarchy in that it…
A. grants login access to all users in a territory.
B. supports assigning users to multiple territories.
C. automatically assigns users to sales teams in the territory.
D. gives users in a territory full edit access to all accounts in that territory. |
|
Definition
B. supports assigning users to multiple territories.
(Confirmed) |
|
|
Term
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. |
|
Definition
B. The field is updated, even though it is hidden.
(Confirmed) |
|
|
Term
A developer wants to create a mashup to display a contact’s location using Google Maps. Which of the following is not a necessary step in developing this mashup?
A. Deciding on the parameters needed for submission.
B. Creating an S-control to pass the URL to Google Maps.
C. Creating a URL with merge fields to pass to Google Maps.
D. Coding the HTML/JavaScript in an S-control to retrieve the results. |
|
Definition
D. Coding the HTML/JavaScript in an S-control to retrieve the results.
(Confirmed) |
|
|
Term
A company called Universal Containers would like to track bugs within Salesforce. The company needs 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 |
|
Definition
C. Create a custom object for bugs and relate it to cases
(Confirmed) |
|
|
Term
A company currently uses the standard Salesforce product and pricebook objects. Is it possible for this company to publish product and pricebook information to its corporate Web site 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 Web site. |
|
Definition
C. Yes, by building a custom integration following the X-to-Web design pattern.
(Confirmed) |
|
|
Term
Describe the use cases for Delegated Administration
Delegated admins can: |
|
Definition
- Create /edit users and reset passwords
- create default sales teams
- create personal groups for users
- assign users to specified profiles
- login as a user who has granted login access
- manage custom objects
They help to assign routine admin tasks to others
Take the weight off of other Application
(Confirmed) |
|
|
Term
| What are the two keys to setting up Territory Management? |
|
Definition
MUST HAVE CUSTOMIZABLE FORECASTING ENABLED / And Sandbox
(Confirmed) |
|
|
Term
| List the order in which automation features trigger when a user saves a record |
|
Definition
-All Apex BEFORE Triggers
-System Validation Rules
-Custom Validation Rules
-All Apex AFTER triggers
-Assignment Rules (leads/cases)
-Auto-Response (leads/cases)
-Workflow
-Escalation Rules (cases)
-Parent Roll-up Summary fields (triggers all of the above on the parent object)
(this is missing something...it's covered in a later question. I'll find it later, tomorrow) |
|
|
Term
| List the commonly used API calls |
|
Definition
Create
Update
Upsert
Delete
Undelete
Query
Retrieve
(Confirmed) |
|
|
Term
| Can a Salesforce object exist independent of an application? |
|
Definition
Yes - you do not have to create a custom tab.
There is not a 1 to 1 relationship to objects and tabs
(Confirmed) |
|
|
Term
| Are validation rules executed for fields that are stored in the object but not part of the displayed page layout? |
|
Definition
|
|
Term
| What is the maximum number of objects that can be associated in a custom report type? |
|
Definition
4 [You can add up to four objects to a custom report type. However, some of the object combinations you choose may not be able to reach that limit.]
(Confirmed) |
|
|
Term
| What are the limitations of a Developer org? |
|
Definition
A Developer org has:
20 MB of file and 20 MB of data
5000 API call/24 hours
Partner & Customer Portal
Mobile & Platform Licenses
(Confirmed) |
|
|
Term
| Is the Excel Connector a supported product? |
|
Definition
|
|
Term
| What happens to the record you specify as the loser during a merge? What happens to any records related to the losing record? |
|
Definition
Will go to the recycle bin for 15 days. They will be added to the winning record.
(Confirmed) |
|
|
Term
| What skill sets are required to implement Apex triggers? |
|
Definition
Object-oriented programmer, HTML
(Confirmed) |
|
|
Term
| Is it possible to use the Data Loader to extract attachments? |
|
Definition
No – only delete
(Confirmed) |
|
|
Term
| How many personal tags can you have? |
|
Definition
|
|
Term
| Can admins add tags to users' data? |
|
Definition
Only public tags
(Confirmed) |
|
|
Term
| Can admins limit tag sets for users? |
|
Definition
If they enable public tags only
(Confirmed) |
|
|
Term
| What do you need to be aware of when overriding a standard button? |
|
Definition
May disable some features (in-line editing)
(Confirmed) |
|
|
Term
| How many letters do you have to enter for the auto-complete to work? |
|
Definition
|
|
Term
| What objects will auto-complete? |
|
Definition
Account, contact, user, and custom object lookups
(Confirmed) |
|
|
Term
| Which features do not package? |
|
Definition
Standard Objects
(Confirmed) |
|
|
Term
| When is it appropriate to use packaging vs the metadata API? |
|
Definition
- Moving an entire app from one environment to another
- If you have made changes to an AppExchange App
- Share an app in a more casual setting
(Confirmed) |
|
|
Term
Where can you find the Force.com IDE tool?
A. Setup | Create | Apps
B. Setup | Create | Packages
C. Setup | Develop | Tools
D. Setup | Develop | API |
|
Definition
C. Setup | Develop | Tools
(Confirmed) |
|
|
Term
When creating a report based on a Report Type that is a custom object, what happens if you later delete the custom object?
A. The report type remains
B. The report type is deleted
C. The report type and all related reports are deleted
D. The report type is deleted but all existing reports remain |
|
Definition
C. The report type and all related reports are deleted
(Confirmed) |
|
|
Term
| What Trusted IP measures are put in place to make it more effective? |
|
Definition
- Login data from last 4 months analyzed to pre-populate the list with known, trusted networks.
- All IP addresses known to have been used by phishers are filtered out.
- All IP addresses known to be associated with Salesforce are automatically included (204.14.238.1-204.14.239.254)
(Confirmed) |
|
|
Term
| Where do I add IP addresses to the trusted set? |
|
Definition
Setup --> Administration Setup --> Security Controls --> Network Access
(Confirmed) |
|
|
Term
| What's the difference between a lookup and a master-detail relationship? |
|
Definition
lookup - Creates a relationship that links this object to another object. The relationship field allows users to click on a lookup icon to select a value from a popup list. The other object is the source of the values in the list.
Master -detail - Creates a special type of parent-child relationship between this object (the child, or "detail") and another object (the parent, or "master") where:
The relationship field is required on all detail records.
Once the value of the relationship field has been saved, it cannot be changed.
The ownership and sharing of a detail record are determined by the master record.
When a user deletes the master record, all detail records are deleted.
You can create rollup summary fields on the master record to summarize the detail records.
(Confirmed) |
|
|
Term
| If a new validation rule is created and there is data already stored that violates the rule, at what time will Salesforce catch the problem? |
|
Definition
When the record is edited and the user goes to save the record.
(Confirmed) |
|
|
Term
| What are the two questions that you should ask yourself when trying to decide how to set Organization Wide Default permissions for an object? |
|
Definition
-Who is the most restricted user?
-Is there ever going to be an instance of this object when the user shouldn’t see and/or edit?
(Confirmed) |
|
|
Term
| Who are the three types of users that can grant sharing privileges on a given record? |
|
Definition
Owner, anyone higher in the hierarchy, sys admin
*** if you have been granted access to a record through manual sharing or sharing rules, you CANNOT share the record to someone else
(Confirmed) |
|
|
Term
| Anyone with the System Administrator profile can view and modify all data. However, you want to restrict anyone with that profile from reading compensation data for a particular position. Is this possible? |
|
Definition
No - the system admin has view all data and modify all data
(Confirmed - May be possible with Winter 13) |
|
|
Term
| How can you create a separate dashboard for each user and have it only visible to that user? |
|
Definition
Clone the dashboard and put it in a separate folder that only that user has access to.
Or show users how to clone, create group of dashboard reports with "MY" criteria and have them save into their personal dashboard folder "My Dashboards"
(Confirmed) |
|
|
Term
| What are the four pillars of Salesforce success? |
|
Definition
Apps, Force.com Platform, Community, AppExchange
(Confirmed) |
|
|
Term
| Name some Salesforce applications. |
|
Definition
SFA, PRM, Call Center, Analytics, Marketing
(Confirmed) |
|
|
Term
| List "clicks" and "code" options at the User Interface level. |
|
Definition
Clicks: Apps, Tabs, Page Layouts, Record Types.
Code: VisualForce, Web Controls
(Confirmed) |
|
|
Term
| List "clicks" and "code" options at the Business Logic level. |
|
Definition
Clicks: Workflow, Validation Rules, Assignment Rules.
Code: VisualForce, Web Controls, Apex, Web Services API
(Confirmed) |
|
|
Term
| List "clicks" and "code" options at the Data Model level. |
|
Definition
Clicks: Objects, Fields, Relationships.
Code: Web Services API
(Confirmed) |
|
|
Term
| Where are web services capabilities defined? |
|
Definition
In the WSDL (Web Services Definition Language)
API documentation on the Developer site
(Confirmed) |
|
|
Term
| Describe some features within web services. |
|
Definition
30+ operations (methods) supported, numerous entities (objects) supported, SOQL (Sforce Object Query Language), SOSL (Sforce Object Search Language)
(Confirmed) |
|
|
Term
| List some of the most commonly used API calls |
|
Definition
query, retrieve, create, update, upsert, delete, undelete
(Confirmed) |
|
|
Term
| Where would you go to see the list of all of the API calls? |
|
Definition
API Developers Guide
(Confirmed) |
|
|
Term
| True or False: The API fully respects the security and access protocols configured through Force.com builder. |
|
Definition
|
|
Term
| When would you use S-Controls? |
|
Definition
If you want to streamline a common user process to reduce mouse clicks,
know that your process flow is a closed loop that only involves Web Services enabled integrations (URL accessible),
have a small number of records to update or display,
have no means to host a custom ASP.NET or JSP web control
(Confirmed - Accept the question should be about VisualForce) |
|
|
Term
| What are some drawbacks to S-Controls? |
|
Definition
S-controls are client-side code, so can slow-down the UI,
not always cross-browser compatible
SFDC does not support the code
(Bad question, using VisualForce now and it's NOT client side.) |
|
|
Term
| Is it possible to incorporate Web Services API calls into s-controls? |
|
Definition
Yes - you would do so by referencing the AJAX toolkit.
(Confirmed - Accept the question should be about VisualForce) |
|
|
Term
| What are the two major pieces to most s-controls? |
|
Definition
HTML (visual presentation) and JavaScript (function/code)
(Confirmed - Accept the question should be about VisualForce) |
|
|
Term
| Are S-controls targets or hooks? |
|
Definition
S-Controls are the targets (code that can execute) for various hooks (objects that fire events) in the system, such as standard or custom buttons, custom links, inline s-controls, and web tabs.
Inline s-controls aren't really s-controls at all, they are hooks for s-controls (and only appear on detail pages, not edit pages). |
|
|
Term
| What are some characteristics of web applications or web controls? |
|
Definition
Runs on a customer-hosted web server
has a custom UI (generally ASP.NET or JSP),
uses the Force.com API to read or modify SFDC data,
are generally used for highly customized UI or business logic functionality that cannot be accommodated by s-controls.
(Confirmed) |
|
|
Term
| What are some examples of web applications or web controls? |
|
Definition
X-to-Web
Web-to-X
(Confirmed) |
|
|
Term
| When would you use a a web application or web control? |
|
Definition
Generally used for highly customized UI or business logic functionality that cannot be accommodated by VisualForce.
(Confirmed - ) |
|
|
Term
|
Definition
| It is a procedural scripting language that is written in discrete pieces, uses a syntax that looks like Java and acts like database stored procedures, and are executed entirely on the Force.com platform. |
|
|
Term
| What are the benefits of Apex versus other approaches? |
|
Definition
Runs natively on SFDC servers, so faster than non-server code, and is supported by SFDC.
(Confirmed) |
|
|
Term
| Where can you go for Apex support? |
|
Definition
Extensive documentation on the Apex Developer Network site, an Eclipse IDE plugin, a variety of deployment tools, and mandatory creation of test scripts that can be run in a development environment, in the UI, or by Salesforce support personnel.
(Confirmed) |
|
|
Term
|
Definition
If you want to attach business logic to a data event (insert, update, delete),
have this logic execute regardless of whether the event originates in the user interface/s-control/web services API,
want to process multiple records at the same time,
Use classes when coding Apex that will be used by other developers.
(Not likely going to be on the test as we're not using s-controls any longer. They're there but you can't make any new ones, it's all VF now.) |
|
|
Term
| When wouldn't I use Apex? |
|
Definition
- Adding visual elements to the UI (use Visualforce),
- Add business logic that ONLY applies when accessing data through the user interface (use s-controls),
- When you want to: augment SFDC behavior without investing in Apex (and use the Force.com web services API )
- Add functionality to an s-control or composite app to process one record at a time,
- If you want to integrate with a third-party system that does not support Web Services.
(The bullet-point regarding s-controls is no longer valid, now we use VF) |
|
|
Term
| Is Apex client-side or server-side code? |
|
Definition
Server-side code
(Confirmed) |
|
|
Term
| What is the major difference between Apex and other programming languages? |
|
Definition
Runs natively on the sf servers, so it is more powerful and much faster
(Confirmed) |
|
|
Term
| What are governor limits? Why do we have them? |
|
Definition
Because Apex runs in a multitenant environment, the Apex runtime engine strictly enforces a number of limits (called governor limits) to ensure that runaway scripts do not monopolize shared resources
For security & efficiency
(Confirmed) |
|
|
Term
| When should you use Apex to solve a business problem? When would other solutions be more appropriate? |
|
Definition
Use Apex
To attach business logic to a data event
Process multiple records
When Not to use Apex:
Add a visual element to UI
Add business logic that only applies when accessing data through the UI
(Confirmed) |
|
|
Term
| What does Visualforce do? |
|
Definition
Allows developers to completely replace the standard page layouts within the Salesforce UI with completely custom pages. Uses Apex for advanced business logic functionality.
(Confirmed) |
|
|
Term
| Describe the benefits of Visualforce over S-controls for each of the following: technology, flexibility, reuse, logic model, control, development model. |
|
Definition
- Technology (faster, more scalable, better performance)
- Flexibility (complete control over entire UI)
- Reuse (uses common UI elements without having to recreate them from scratch)
- logic model (full power of Apex available to create UI behaviors), control (replace only the parts you need (i.e. just an edit page) and use standard UI for the rest
- development model (code is much easier to create and is much more manageable)
(Confirmed - Probably won't be a question on the test) |
|
|
Term
| Will there ever be a reason to use s-controls once Visualforce is released? |
|
Definition
No
(Confirmed - Probably won't be a question on the test) |
|
|
Term
| Define each of the following: Data migration, Data management, Data enrichment, Data cleansing, Data de-duplication. |
|
Definition
Data mig: the process of transferring data from one repository to another.
Data mgmt: systematic collection, organization, and analysis of data.
Data enrichment: improving existing data by linking additional data sources.
Data cleansing: creating format consistency, removing bad data, and consolidating sources.
Data de-duplication: identifying and merging duplicate records (usually accounts and contacts).
(Confirmed) |
|
|
Term
| List several ways to retrieve data out of SFDC. |
|
Definition
Reports, Weekly Data Exports, Data Loader and other API-based applications, Community tools such as the Excel Connector.
(Confirmed) |
|
|
Term
| Can all editions use Data Loader? |
|
Definition
No, only UE, EE, and DE orgs.
(Confirmed) |
|
|
Term
| Is the Data Loader fully supported by SFDC? |
|
Definition
|
|
Term
| Can you select a set of specific objects to pull the Weekly Data Export for? |
|
Definition
|
|
Term
| Can you select a subset of data using criteria to pull the Weekly Data Export for? |
|
Definition
|
|
Term
| How often can Weekly Data Export requests be made? |
|
Definition
Once every 6 days
(Confirmed) |
|
|
Term
| Can you schedule data exports? |
|
Definition
|
|
Term
| List 3 ways you can get a record ID. |
|
Definition
URL, Report, API
(Confirmed) |
|
|
Term
| Why is there a need for a discovery stage in a data management process? |
|
Definition
You need to retrieve and analyze it to figure out what needs to be cleaned up
(Confirmed) |
|
|
Term
| What data retrieval method does not require administrators to have a deep understanding of database concepts? |
|
Definition
Reports, Weekly Export
(Confirmed) |
|
|
Term
| What tools are available which provide SQL-like control in retrieving data from a particular instance of SFDC? |
|
Definition
Data Loader
Excel Connector
(Confirmed - Workbench) |
|
|
Term
| Give some examples of dirty data. |
|
Definition
Duplicate records, spelling and punctuation errors, incomplete or outdated records, free text entries with spelling errors (versus data obtained from a picklist)
(Confirmed) |
|
|
Term
| Describe some strategies in identifying duplicate records. |
|
Definition
- Export and analyze in Excel
- Check for dups (leads only)
(Confirmed) |
|
|
Term
| What are some criteria used to determine and identify duplicate records. |
|
Definition
Account Numbers, IDs, Phone Numbers, Addresses, email addresses
(Confirmed - anything that might be unique) |
|
|
Term
| What are the primary steps in a typical de-duplication process? |
|
Definition
Establish what qualifies as a duplicate,
find a common identifier
determine which other fields and methods can be used to de-dupe,
merge the losing records into a winning record.
(Confirmed) |
|
|
Term
| What happens to the non-surviving records in a merge? |
|
Definition
They get moved to the SFDC Recycle Bin.
(Confirmed - for 15 days) |
|
|
Term
| Describe ways you might make it easier for users to reach merging tools. |
|
Definition
- build a custom link to the Merge Wizard.
- Merge using the Excel Connector
- Must have delete priveledges to merge
(Confirmed) |
|
|
Term
| Why is it helpful to rename records before merging? |
|
Definition
To be able to tell which one's the winner
(Confirmed) |
|
|
Term
| Describe some ways you can proactively make sure quality data is entered into the system. |
|
Definition
- Validation rules,
- custom lookup fields
and workflow field updates,
- record types and page layouts,
- build reports to monitor data entry (and use ones from AppExchange),
- leverage s-controls to override standard functionality.
(Confirmed - Not sure about the s-controls though and picklists is missing from the list too) |
|
|
Term
| What are some criteria when setting up a data quality scoring system? |
|
Definition
Key or primary fields
(Confirmed) |
|
|
Term
| What are some implications for data duplication in a private sharing model? |
|
Definition
Users can’t see records to know if they are already in there
(Confirmed) |
|
|
Term
| How many records can be deleted at once using the Mass Delete tool? |
|
Definition
|
|
Term
| What objects can the Mass Delete tool be used with? |
|
Definition
Accounts, Leads, Activities, Contacts, Cases, Solutions, and Products.
***Key here is no Custom Objects
(Confirmed) |
|
|
Term
| Other than the Mass Delete tool, name another possible approach for mass deleting records. |
|
Definition
- Data Loader
- Excel Connector
(Confirmed) |
|
|
Term
| What is a best practice prior to taking actions that could cause irreversible changes to data? |
|
Definition
Back up the data.
(Confirmed) |
|
|
Term
| Can you delete attachments through the Data Loader? |
|
Definition
|
|
Term
| What are some ways to back up your data? |
|
Definition
- Use Data Loader, store attachments locally (to provide access to docs within SFDC without quickly using all of your document storage)
- Weekly Data Export
(Confirmed) |
|
|
Term
| True or False: File attachments count toward complimentary documents data storage. |
|
Definition
False - they count towards file storage
(attachments, documents tab, content)
(Confirmed) |
|
|
Term
| What are some ways you can increase user adoption? |
|
Definition
Measure user adoption (including using the User Adoption dashboard), motivate users, use SFDC in meetings, use SFDC as a Sales Portal, train end users.
(Confirmed) |
|
|
Term
| What is the definition of adoption? |
|
Definition
Getting someone to do something in a different way than they did before.
(Confirmed) |
|
|
Term
| How can you measure adoption beyond just logins? |
|
Definition
Track how often users are using new features after training sessions, run spot checks on data, track usage with regards to the financial calendar (last minute entries versus consistent usage), examine data freshness, track training sessions in SFDC.
(Confirmed) |
|
|
Term
| What are the types of items measured by the Salesforce Labs Adoption Dashboards? |
|
Definition
User logins, call activity, and data quality
(Confirmed) |
|
|
Term
| What are some techniques for motivating users? |
|
Definition
Get executive sponsorship (including having them use it in meetings), win over sales personnel, and identify power users and evangelists. Create motivations everywhere, both inside and outside the system. Use both marketing messages and the app itself as drivers.
(Confirmed - Getting the Exec Sponsor to use it in a meeting is pretty big) |
|
|
Term
| What are some techniques for winning over sales teams? |
|
Definition
Know the audience and realize that the driver for sales users is making their numbers. Ask to see planners, notes, etc, and notice what is different between high and low performers. Examine what they want to track. Encourage a vision of the left hand knowing what the right is doing. First step is usually to make information tracking easy by consolidating all in one place.
(Confirmed - This is pretty good info) |
|
|
Term
| What motto should executives make sure sales people adhere to from an SFDC perspective? |
|
Definition
"If it's not in Salesforce, it doesn't exist"
(Confirmed - The first commandment of SFDC) |
|
|
Term
| Describe some feedback mechanisms that can drive "relentless incrementalism". |
|
Definition
Send out user surveys; use blind surveys; create a user group or committee; tap into exec committees for recommendations, use face-to-face interviews, use Salesforce (Ideas, Pollzter, ClickTools).
(Confirmed - Survey Monekey is really popular and so is Google's polling tool) |
|
|
Term
| What are some ways to customize for adoption? |
|
Definition
Find Word/Excel processes that deserve to be custom objects, incorporate outside apps via web tabs, use AppExchange integrations, single sign-on (SSO)
(Confirmed) |
|
|
Term
| What Salesforce Labs dashboards are available for free on the AppExchange? |
|
Definition
Leads and Opportunity Dashboards, Sales Activity Dashboards, PRM Channel Sales, Services and Support, Marketing Target Dashboards, Marketing Metrics Dashboards, Sales KPI Dashboards
(Confirmed) |
|
|
Term
| What are some of the training options available to Salesforce implementers? |
|
Definition
Standard web training, custom training, Education Services, certification
(Confirmed) |
|
|
Term
| What are some of the parameters that should be taken into account when thinking of training? |
|
Definition
"What's in it for me", use the app, ongoing trainings, tracking trainings
(Confirmed) |
|
|
Term
| What are some of the offerings of the Salesforce Education department? |
|
Definition
Education Architects, certifications
(Confirmed) |
|
|
Term
| What are some ways of tracking training information within Salesforce? |
|
Definition
Pollzter/ClickTools, use SFDC app to track trainings
(Confirmed) |
|
|
Term
| What are some ways to enhance productivity? |
|
Definition
| Minimize clicks - override buttons, inline editing, tagging, shortcuts, roll-up summaries, cross-object formulas, HotKeys, auto-complete lookups, etc. |
|
|
Term
| What permissions are needed to install Force.com Connect for MS Office? |
|
Definition
Profile: "On, updates w/o alerts" for all clients.
Connect for Microsoft Outlook On, updates w/o alerts
(This isn't supported any longer.) |
|
|
Term
| What is the difference between an email template and a mail merge template (Setup | Communication Templates)? |
|
Definition
- Mail Merge - done in outside application, paper-driven
- Email Template - sent from the application via email
(Confirmed) |
|
|
Term
| What is a mobile configuration? |
|
Definition
Sets of parameters that determine the data sf transfers to the mobile device
(Confirmed) |
|
|
Term
| When testing a data set, why is it important to check the data size? |
|
Definition
- To make sure that performance on the mobile device won't be severely impacted
- To ensure the data will not be over the max limit set by administrator
(Confirmed) |
|
|
Term
| What are some ways to increase Administrator productivity? |
|
Definition
Schema Extract Tool, Explorer, Data Loader, Workbench (new)
(Confirmed) |
|
|
Term
| Is the Schema Extract Tool a supported product? |
|
Definition
|
|
Term
| What's the best way to manage Lockout Periods for maintenance etc? |
|
Definition
Use the Login Hours section and set a profile that way to lock users out (never assign this to Sys Admin profile), use Data Loader to switch everyone back when done.
***Key here is to make sure that the SysAdmin Profile is excluded from the Lock-Out period
(Confirmed) |
|
|
Term
| Can you assign record ownership to inactive users using the Data Loader? |
|
Definition
|
|
Term
| How can administrators examine what configuration changes have been made? |
|
Definition
Through the audit trail (at Setup | Security Controls). It will show the 20 most recent setup changes, you can download a complete history for the last 180 days, and there are over three dozen items tracked. (see "Monitoring Setup Changes" in help) Alternatively, you might use Dreamfactory's Snapshot or other Metadata API-based tools.
(Confirmed) |
|
|
Term
| What can the Schema Extract Tool provide the administrator prior to loading data into Salesforce? |
|
Definition
- All fields on a given object
- Field data types
- determine order of data load
(Confirmed) |
|
|
Term
| What are some metadata attributes that are provided by the Force.com Explorer regarding fields? |
|
Definition
Whether a field is: creatable, updateable, null-able
(Confirmed) |
|
|
Term
| What is incredibly important to remember when locking out users during a maintenance period? |
|
Definition
Don't lock out sys admins.
(Confirmed) |
|
|
Term
| What can you do with Workflow? (assuming non-PE edition) |
|
Definition
alerting, tasking, routing/assigning/escalation, updating, integrating, mass communication
(Confirmed) |
|
|
Term
| When should you consider Opportunity Update Reminders? |
|
Definition
When on PE (no workflow), or fits these criteria:
- triggered on a scheduled basis only (rather than event),
- limited number of fields in the alert,
- inflexible formatting is okay,
- specifically for opportunities.
(Confirmed) |
|
|
Term
| When should you consider Opportunity Big Deal Alerts? |
|
Definition
When on PE (no workflow), or fits these criteria:
- triggered on the Amount and Probability field thresholds,
- limited routing functionality is okay,
- specific only to opportunities
(Confirmed) |
|
|
Term
| When should you consider the System Debug Log? (requires View All Data profile permission) |
|
Definition
- To see behind-the-scenes details of Apex,
- validation rules,
- workflow rules,
- approval processes,
- assignment rules,
- auto-response rules,
- Escalation rules
(Confirmed) |
|
|
Term
| What is the save order of business processes? |
|
Definition
1. System validation rules
2. All Apex 'before' triggers.
3. Custom validation rules (and most system validation rules a second time)
4. All Apex 'after' triggers
5. Assignment rules (Leads and Cases only)
6. Auto-response rules (Leads and Cases only)
7. Workflow rules
8. Escalation rules (Cases only)
9. Parent Roll-up Summary Fields (which triggers all of the above on the parent object)
10. Criteria based sharing rules (new)
(Confirmed) |
|
|
Term
| What considerations are there in Workflow trigger order? |
|
Definition
No set order, unlike assignment rules. However, they are processed as follows:
1. field update,
2. task,
3. emails,
4. outbound messaging.
(Confirmed) |
|
|
Term
| How many characters can a formula field contain? |
|
Definition
3900. To optimize, use CONTAINS first, then CASE, then IF.
(Confirmed - This is now 5,000) |
|
|
Term
| How many levels deep can cross-object formulas go? |
|
Definition
|
|
Term
| What are all of the ways you can solve a time-based email alert? |
|
Definition
Task, Escalation
(Confirmed) |
|
|
Term
| What is the maximum number of persistent object logs? |
|
Definition
20
(This sounds correct but I can't find much on Persistent Object logs) |
|
|
Term
| Is it possible to modify applications downloaded from the AppExchange? |
|
Definition
Yes, only if they are not managed packages
(Confirmed) |
|
|
Term
| What skill set is required to work with Outbound Messages? API? Apex? |
|
Definition
Programmatic skill set working with programming languages such as C# or Java
(Confirmed) |
|
|
Term
| Is it possible to add any steps within an activated approval process? What about actions to existing steps? |
|
Definition
No, you cannot add any steps to an approval process after it has been activated.
Yes, it is possible to add actions to existing steps within an activated Approval Process.
(Confirmed) |
|
|
Term
| What's an example of X-to-Web usage? |
|
Definition
Positions in 'Open' status automatically listed on website.
(X = Anything)
(Confirmed) |
|
|
Term
| What's an example of Web-to-X usage? |
|
Definition
Candidates apply to a position directly on website and their info is stored in SFDC.
(Confirmed) |
|
|
Term
| What AppExchange partner allows you to easily web-enable any object without needing to use the API to develop custom web integrations? |
|
Definition
Model Metrics Web2Anything
(Confirmed - There's likely more by now but I'm familiar with Model Metrics) |
|
|
Term
| True or False: Roll-up Summary Fields work with Opportunity Line Items to Opportunities? |
|
Definition
|
|
Term
| How can you take away a user's ability to run reports while allowing them to view dashboards? |
|
Definition
Remove the "Run Reports" and "Create and Customize Reports" profile permissions.
(Confirmed) |
|
|
Term
| Describe tools to assist in auditing. |
|
Definition
| Reports, Field History, Setup Audit Trail, Dreamfactory Snapshot.(Confirmed) |
|
|
Term
| What objects are Field History Tracking available on? |
|
Definition
Accounts, Contacts, Opportunities, Leads, Contracts, Cases, Solutions, Custom Objects, Approval History, limited Campaign Member history (Member First Associated, Member First Responded), Salesforce2Salesforce connection history, Oppty Stage History for: Stage/Probablility/Amount/Close Date/Last Modified By
(Confirmed) |
|
|
Term
| How many fields can you track per object using Field History Tracking? |
|
Definition
|
|
Term
| What can you track with the User Login Locations functionality? |
|
Definition
- Source IP address
- Is from UI (not available in standard User report)
- Login Date
(Confirmed) |
|
|
Term
| Can you log a case with Salesforce to see if an employee exported data within a particular timeframe? |
|
Definition
Yes – forensic investigation
(Confirmed) |
|
|
Term
| How many days of setup audit history can be downloaded? |
|
Definition
|
|
Term
| What are some symptoms of a sharing model that is too public? |
|
Definition
There is a lot of dirty data, or data has been stolen.
(Confirmed) |
|
|
Term
| What are some symptoms of a sharing model that is too private? |
|
Definition
Lots of dupes, users always have to manually share records, there are a large number of sharing rules, or admins have lots of requests for more record access.
(Confirmed) |
|
|
Term
| What systems prerequisites are there for Territory Management? |
|
Definition
Customizable Forecasting enabled, and must have a Sandbox.
(Confirmed) |
|
|
Term
| True or False: You can provision multiple Sandbox orgs. |
|
Definition
|
|
Term
| True or False: If you implement Territory Management, your role hierarchy will be copied to your Territory structure. |
|
Definition
False
*This is not considered a best practice
(Confirmed - Agreed, you can mirror the two (manually) but it's a bad idea.) |
|
|
Term
| What can Delegated Administrators do? |
|
Definition
Create and edit users, reset passwords, create default sales teams, create personal groups for users, assign users to profiles, login as a user who has granted login access.
(Confirmed) |
|
|
Term
| What can't Delegated Administrators do? |
|
Definition
Create new profiles, add fields
(Confirmed) |
|
|
Term
| What are some tools for managing the Change Request process with SFDC? |
|
Definition
Use the Service and Support app, have end users submit cases, use the Solutions tab for FAQs, use the Self-Service Portal and Suggested Solutions, use the Metadata API for submitting cases from other applications, use reports and dashboards to monitor metrics, and use Content to store related documents (change mgmt process, training of new processes/functionality/apps, etc), ongoing newsletter communications, Ideas
(Confirmed) |
|
|
Term
| When might it be better to use packaging and the AppExchange for testing and deployment? |
|
Definition
1. If a developer has created an entire app and needs to move it into a testing or prod environment.
2. If a developer has installed an application from the AppExchange and made modifications.
3. If an administrator or a developer needs to share an application in a more casual setting.
(Confirmed) |
|
|
Term
| What is the number one predictor of successful change management? |
|
Definition
Executive Sponsorship
(Confirmed) |
|
|
Term
| Can delegated admins login as their subordinates? |
|
Definition
Yes - if the user has granted them login access
(Confirmed) |
|
|
Term
| True or False: Salesforce should be used as a release and change management tool. |
|
Definition
|
|
Term
| What are some common goals of localization? |
|
Definition
Regional administration, local messaging, customization based on particular characteristics of each region.
(Confirmed) |
|
|
Term
| List at least 5 pieces of functionality that Salesforce recommends deploying when implementing localization. |
|
Definition
- Advanced Currency Management,
- Regional Price Books,
- Delegated Administration,
- Custom Profiles,
- Translation Workbench,
- Regional Home Page Layouts
(Confirmed) |
|
|
Term
| What are the common challenges to going global? |
|
Definition
- Intl BU’s & IT operating autonomously
- Mix of English & native language
- Immature sales processes
- No Common platform
(Confirmed) |
|
|
Term
| True or False: In a global Salesforce implementation, all sales teams must use the same sales process. |
|
Definition
|
|
Term
| Why is the "My" versus "All" reporting critical to successful global adoption? |
|
Definition
To create as few reports as possible
(Confirmed - In the real world, it doesn't seem to be working) |
|
|
Term
| Why is it important to allow regions to choose their field labels and picklist values? |
|
Definition
To get regional buy-in, language translation
(Confirmed) |
|
|
Term
| What are the recommended steps to protect Salesforce users from security concerns such as phishing? |
|
Definition
- Educate your users,
- Identify your primary security contact,
- Secure employee systems (including staying current on latest browsers),
- Implement IP restrictions,
- Strengthen password requirements,
- Require secure sessions,
- Decreased session timeouts,
- Consider 2factor authentication (RSA token plus username/password),
- Contact SFDC for help
(Confirmed) |
|
|
Term
| What are some URLs to stay current with SFDC? |
|
Definition
- Official SFDC blog,
- SFDC community,
- IdeaExchange,
- Release overview pages,
- Feature detail pages,
- Detailed release notes,
- Admin preview doc,
- Discover button in app
This is probably true but it's not URL's ;-) |
|
|
Term
| How many releases a year does Salesforce typically deliver? |
|
Definition
|
|
Term
| What is the one-stop-shop for information about a new release? |
|
Definition
salesforce.com community
(Confirmed) |
|
|
Term
| If you could only give one release document to your IT department, which would it be? |
|
Definition
Detailed Release Notes
(Confirmed) |
|
|
Term
| What is the fastest way to communicate new release information to your end users? |
|
Definition
"Discover" button in UI
(Confirmed) |
|
|
Term
| What are the two primary components of the Visualforce framework? |
|
Definition
Components and Controllers
(Confirmed) |
|
|
Term
| What kind of content can be included in a Visualforce page? |
|
Definition
VF Tags
Force.com merge tags
HTML
Java
Flash
Any other code that can execute w/in a HTML page
(Confirmed) |
|
|
Term
| What do {!expressions} refer to when used in Visualforce components? |
|
Definition
|
|
Term
| What are the ways that Visualpages can be incorporated into the rest of your user interface? |
|
Definition
- Tabs
- Embedded into page layouts
(Confirmed) |
|
|
Term
| Is it always necessary to know Apex to create Visualforce pages? When does it become necessary? |
|
Definition
No, only if you need to create a custom controller
(Confirmed) |
|
|
Term
| What are some differences between Visualforce and s-controls? |
|
Definition
S-Controls
- Written in Ajax and run on the client
- Hard-coded - can't reuse
- logic and presentation mixed
VF
- Written in HTML & Apex, run on the server
- Component model - can reuse code
- Logic and presentation separated
(Confirmed) |
|
|
Term
| True or False: the Excel Connector can retrieve data from multiple objects (e.g., Accounts, Contacts) in a single query. |
|
Definition
|
|
Term
| Where is additional information about the Excel Connector available? |
|
Definition
The ADN (AppExchange Developer Network) and http://wiki.apexdevnet.com/index.php/Tools
http://wiki.apexdevnet.com/index.php/Tools |
|
|
Term
| How do the Excel connector and SFDC reports differ in their support for filter criteria? |
|
Definition
- Excel Connector Query is one object per query, using the API
- Reports offer multiple objects, and/or criteria
(Confirmed) |
|
|
Term
| How can you use Excel Connector in conjunction with custom reports to get the data you want? |
|
Definition
Run the report from Excel using Connect for Office, then use the Excel Connector to manipulate and update data
(Confirmed) |
|
|
Term
| Why might it be necessary to override buttons that you remove from the page layout? |
|
Definition
So that users can't get to them with hotkeys or keystroke shortcuts
(Confirmed) |
|
|
Term
| What type of report drives the User Login dashboard component? |
|
Definition
Admin login report
(Confirmed) |
|
|
Term
| In the context of the Data Quality Dashboard, what does it mean to have all key fields populated? |
|
Definition
|
|
Term
| What are some recommended optional installs from the AppExchange for general implementations? |
|
Definition
User Adoption Dashboard, Hotkeys, Mass Delete
(Confirmed - Also, anything that will block duplicate records some are paid some are free) |
|
|
Term
| Is Account ID required on the Opportunity object via the API etc? |
|
Definition
|
|
Term
| Referring to other formulas may reduce the 1300 character limit, but is it possible to continue chaining multiple formula fields together indefinitely? Why not? |
|
Definition
No - the character limits still apply
(confirmed but the character limit is now 5,000) |
|
|
Term
| When would a Case function be more appropriate than an If function? |
|
Definition
– Case: Checks a given expression against a series of values. If the expression is equal to a value, returns the corresponding result. If it is not equal to any values, it returns the else_result
– IF: Determines if expressions are true or false. Returns a given value if true and another value if false
(Confirmed) |
|
|
Term
| What is the difference between locking an opportunity using approvals versus changing the record type to a page layout with all read only fields? |
|
Definition
When an oppty is locked, the lock symbol appears on the oppty and the edit button is disabled.
(Confirmed) |
|
|
Term
| What may be the impact of selecting the next value in the picklist during a workflow field update? |
|
Definition
If you sort values alphabetically, the values above or below may be different for users in other languages.
(Confirmed - Best practice, use numbers to sort picklists if you want to use workflow to update them) |
|
|
Term
| Why is it that the ISCHANGED() formula cannot be used with the time trigger workflow alert? |
|
Definition
if the trigger type is set to Every time a record is created or edited is the only w/f is changed can be used with.
(I can't find the answer for this one right now...not sure) |
|
|
Term
| What are the potential reasons why different people may have different numbers when they create and run reports? |
|
Definition
They used different criteria:
- Time frames
- My vs all
- advanced filters
(This is true but it leaves out sharing rules and role hierarchy. Both would play a role in two people seeing different results in a report) |
|
|
Term
| Can Ideas be used in the Self-Service Portal? |
|
Definition
No - only Customer and Partner Portals
(Confirmed) |
|
|
Term
| What triggers the Big Deal alert? |
|
Definition
Oppty Amount, Probability thresholds
(Confirmed) |
|
|
Term
| Understand the differences between S-Controls and visualforce Technology |
|
Definition
Scontrol - AJAX, run on client
VF - HTML & Apex, run on Server
Flexibility
S-Control - extends standard UI
VF - Extend or completely replace UI
Reuse
S-Control - None
VF - full component model, no hard coding
Logic Model
S-Control - Limited to what is possible in AJAX
VF - Complete - everything possible in Apex
Control
S-Control - use alone or in page
VF - selectively replace parts of UI
Development Model
S-Control - logic + presentation mixed
VF - logic + presentation separated
(Accurate but dated information) |
|
|
Term
|
Definition
- procedural scripting language executed by force.com
- Java-like syntax, acts like database stored procedures
- runs natively on salesforce servers, more powerful and faster than non-server code
- adds business logic to most system events - button clicks, related record updates, s-control displays, data loads
(Confirmed) |
|
|
Term
| True or False: Apex offers optional creation of test scripts that can be run in a dev environment, in the UI or by salesforce support personnel. |
|
Definition
False - The test scripts are mandatory, not optional
(Confirmed) |
|
|
Term
| What causes irreversible changes to data via UI? Via API? What does not? |
|
Definition
UI
Changing field data type
Using the import wizard
mass transfer
mass delete
mass reassign Account or OpptyTeams
mass update addresses
API
Update
mass delete
What does not cause irreversible changes?
Changes to the sharing model or sharing rules
(Confirmed) |
|
|
Term
| How would an administrator quickly check field accessibility? |
|
Definition
Field Accesibility Grid
View by: fields, profiles, record type
(Confirmed) |
|
|
Term
Pick two hooks:
S-Control
Apex Trigger
Custom Link
Web Tabs |
|
Definition
Custom Links and Web Tabs
Other hooks are: Inline S-Controls and Custom Buttons
(Confirmed - although very old. I would be surprised to see this on the test) |
|
|
Term
What can be turned on in Sandbox? (pick 2)
Approval processes
Case escalation rules
Case assignment rules
Oppty reminders |
|
Definition
Approval processes and Case assignment rules
(Confirmed) |
|
|
Term
| What is the best way to transfer configurations from Sandbox to Production? |
|
Definition
|
|
Term
| What is scrubbing used for? |
|
Definition
to help identify dirty data
Srubbing is the process of removing formatting (like in a phone number) to line up data to check for duplicates or bad data
(Confirmed) |
|
|
Term
Which would you not find under Setup/Develop?
Apps
Apex Classes
API
S-Controls |
|
Definition
|
|
Term
|
Definition
force.com metadata API
force.com IDE
force.com Sandbox
force.com code share
(Confirmed) |
|
|
Term
Which cannot be customized in Ideas?
Search layouts
Half Life
Page layout
Communities |
|
Definition
Page layouts cannot be customized
(Confirmed) |
|
|
Term
What can be customized in content? (pick 2)
Content type
Validation rules
Page layouts
Content Value |
|
Definition
Content type and validation rules
(Confirmed) |
|
|
Term
| What user permissions are needed to add content? |
|
Definition
Manage Workspace or add content
(Confirmed) |
|
|
Term
| Once activities are archived, where is the only place you can access them? |
|
Definition
Activity History - View All
(New Answer from help)
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. |
|
|
Term
As an end user what are two things you can do in content?
read
edit
subscribe
post |
|
Definition
Read and subscribe
(Confirmed) |
|
|
Term
| What is sent back to the admin after a request for forensic research (salesforce log for user, for a set period of time)? |
|
Definition
Password protected file, they are called with the password
(Confirmed) |
|
|
Term
| Where are custom buttons NOT available? |
|
Definition
Web to Lead
Web to Case
User Object
(Confirmed) |
|
|
