Salesforce

What are some common user access issues?

- Wrong username - Entering password in wrong case - User is locked - Trying to login to a sandbox with the wrong URL

The Sales Director wants to be notified when opportunities are created with an opportunity value of more than $100,000. How can an administrator accomplish this?

-Create a Workflow Email alert with a workflow criteria based on the opportunity value field -Create a workflow task action to create a reminder task for the sales director when an opportunity is created with an opportunity value of greater that $100,000

An Admin has created two custom objects, namely, Job and Job Application. Users would like to be able to easily send an email to the applicant related to the Job Application. Which of the following solutions can be utilized for this requirement?

-Create a custom Button and code to send an email -Enable activities on the Job application object and use the standard 'Send Email' Functionality there is no 'email notifications' or 'email tracking' that can be used for this case.

Which of the following are true regarding web to lead?

-Data entered in the web form is validated before it is sent to salesforce -standard and custom fields which need to be captured online can be selected -the default lead creator for web-generated leads can be specified Assignment rules can be used to assign leads to different users. If assignment rules are not used or do not locate an owner, the lead will be assigned to the default lead creator. The maximum number of leads that can be captured per day is 500

You need to get a list of all accounts in csv format. What options do you have?

-Export account data using data loader -Use the data export function -Run an account report and use the export details button The Printable view button will create and xls file with formatting. The Export Detail button has the option to create a csv or xls

An administrator is tasked with ensuring better data quality in the org and is considering implementing universally required fields. What is true regarding universally required fields?

-The field cannot be hidden -The field is automatically added to all page layouts -Required fields can be applied to text, number and pick-list fields. Custom Text, number and picklist fields can also be made required at the field level. Field level security does not override universally required fields.

A user has asked if it is possible to edit multiple records at one time. What feature could you use to enable this?

1. Give users the Mass Edit for List Permission 2. Enable enhanced Lists 3. Enable inline editing if both inline editing and enhanced lists are enabled, records can be directly edited in a list. If the user has the Mass edit from list permission, the value for a common field in up to 200 selected records can be updated

What is required to use Data Loader?

1. The data Loader client application 2. Your username and password

The Service Operations Director of Cosmic Service Solutions would like the picklist values of the status field on the case object modified. What options are available to modify the standard field?

1. The vales can be reorder 2. Additional values can be added 3. the standard values can be deleted

What are valid reasons for modifying an Account search layout?

1. To control which account fields are displayed in the search results 2. To control the fields displayed in the recent accounts list Search layouts can be used to control the fields displayed as a result of a search, fields displayed in a lookup dialog, and recently viewed records list. A search layout cannot be used to control the fields that are searched for keyword matches; only which fields are displayed.

An admin is considering making adjustments to custom fields on the Employee custom object. what are some considerations when changing the field type of a custom field?

1. depending on the new field type, data loss may occur 2. Any list views based on the field may be deleted 3. Assignment and escalation rules may be affected

In salesforce classic, where can tasks be created?

1. home tab 2. Chatter Feed 3. Activity History related list on a record

What needs to be connected to Salesforce to generate leads from linkedIn?

A LinkedIn member account with one or more ad accounts

What is a Quantity Product Schedule?

A Quantity schedule is when a product quantity is delivered over time and allows tracking of shipping dates.

What is Salesforce Content?

A content management system to organize, collaborate, tag, search, version control and share different types of files internally and outside of the organization.

What is a Custom Opportunity Split?

A feature to define up to 3 splits between opportunity members on a currency field, for example defining how profit is split.

What is a Lead Process?

A group of Lead Statuses mapped to a Lead record type. Allows for different steps in a lead life-cycle to be defined for different types of leads

What are Permission Sets?

A group of permissions and settings that can be assigned to one or more users that grant additional privileges beyond the profile

How do group tasks work?

A group task is a task that can be assigned to up to 100 users and Salesforce will create a seperate copy of the task

You have enabled some new functionality for a group of users that share the same profile and you would like to communicate the changes. you are thinking of using the 'Mass Email Users' function. what do you need to consider?

A list view will need to be available which includes users that are allocated the profile, and an email template will need to be created. The Mass Email Users function uses a wizard style interface where first the users are selected from a list view, followed by selecting an email template that will be used for the email message.

Your organization has multi-currency enabled. What can cause a record in an import file to fail?

A required field is missing record fails system validation rules record fails custom validation rules if multi currency is enabled and currency field is left blank then the personal currency of the user will be used

What is a Chatter feed?

A sorted list of activities (posts, comments, record updates) related to a record, group or user

How can reports and dashboards be organized in Lightning experience?

A subfolder hierarchy can be created to organize reports and dashboards in logical structure

What is the difference between tasks and events?

A task is a to-do that may or may not have a due date. An event always has a duration

What is the organization ID?

A unique 15 Character identifier that identified each Salesforce Organization and is different in each enviroment

What is Lead Conversion?

A way to convert Leads to linked newly created or existing Contact, Account and Opportunity records.

What is Content Delivery?

A way to create a web based view of a file that can be shared via URL with external parties. Options include setting an expiry date and if the file can be downloaded or just viewed.

What are account Insights?

Account Insights are preprocessed articles related to an Account, industry or Executives that are displayed on the Account Details page or Home page, in lightning once enabled

What are chatter publisher actions?

Actions that are available from the Chatter Feed, such as Post, File, New Task, Poll. Standard actions are available, custom actions can be defined

On Sunday you need to restrict access to your SF org for all users in order to perform maintenance of the system. what is the best way to accomplish this?

Add Login hours restrictions to all profiles except the system admin profile Login hours restrictions can be set by profile and if set at the same time on a particular day, will block access for the entire day.

Why would advanced currency management be used?

Advanced currency management allows dated exchange rates to be recorded to track the amounts when opportunities were closed

How do Orders work?

Agreement to supply a quantity of product or service at a certain quantity and date. Created from an Account, Contract or from the order tab

Ethan Hunt is a salesforce admin. During a meeting with the support team, he received a request to delete a number of cases. What would he have communicated regarding the impact of deleting cases?

All related events, tasks, case comments, and attachments are deleted

What is the usage of chatter topics?

Allows posts to be organized. Can also be used to add topics to records. Views can use topics as criteria

What is the Big Deal Alert?

An email notification that can be sent to selected users when an Opportunity value reaches a certain amount with a certain percentage.

Where can an app's logo and navigation bar color be changed?

App Manager in Setup

Where can the apps that appear in the Lightning App Launcher be changed?

App Menu in setup

What are some use cases for approval process?

Approval of Quotes/Contracts, PTO, Expense Reports, Overtime, Deadline Extensions, Discounts, Funding and Purchasing Requests, Authorization for Work

What options does an approver have for responding to a request?

Approve, Reject or Reassign

All users in Salesforce have been assigned to a standard profile that allows the to read, create, edit, and delete records of most standard objects. The administrator needs to provide access to a group of external users but would like to ensure that they have read only access to all major standard objects. what is the best way to accomplish this?

Assign the standard 'Read only' profile to external users.

What do business hours and holidays impact?

Business hours and holidays are used in calculations to determine when to escalate a case or when an entitlement milestone is reached

A Sales force admin thought it would be a good idea to set up business process for a new custom object called "purchase order." Which of the following are valid considerations regarding business process provided by salesforce in salesforce classic and lightning experience?

Business processes are only for standard objects such as Lead, Solution, Opportunity, and Case (support Process)

How can CRM Content be shared externally?

By defining a Content Delivery. Salesforce creates a URL that can be accessed by external parties to view content.

How can lightning component on a home page be made visible to only users from a certain country using the lightning app builder?

By setting a component visibility filter in the 'Set Component Visibility' section of the components properties.

How can users be included in a calendar event?

By using the Attendees field

How can user look for a company in a List View by keyword?

By using the List View Search Bar at the top of the list view

When using lightning dialer, which feature allows sales reps to use seperate business line to make and receive calls?

Call Brige

Which lightning dialer feature can be utilized by sales reps to refer back to important conversations to improve their selling techniques

Call recording

What are the different types of chatter licenses?

Chatter Free, Chatter only/plus, chatter external

What can chatter free users do?

Chatter free users can access chatter features but have no access to tabs or data

What are chatter groups and what are the different types?

Chatter groups allow people to collaborate; can be private, public or unlisted

All users have the standard user profile assigned. The admin would now like all users to be able to read, create, and edit contacts but only allow managers to delete contacts. What is the best way to handle this?

Clone the standard profile and assign to all users. Remove delete permission on contacts in the cloned profile. Create a permission set that includes permission to delete contacts, and assign the permission set to managers

How would an administrator be able to see how many remaining salesforce licenses are available?

Company information or System Overview Page

Which organization-wide default sharing setting can be used for the campaign member object to allow all users to see only the campaign members associated with the campaigns they have access to?

Controlled by Campaign

What does field-level security control?

Controls if a field is visible or read-only at the profile level.

what are the actions that a workflow rule can invoke?

Create Task, Send Emails, Field Update or Send Outbound Message

Your company will be adding a new product which will be delivered once ordered, but billed in quarterly installments for one year. How can this be reflected in Salesforce?

Create a default revenue schedule for the product As the product is delivered at one time but revenue received in installments, a revenue schedule that defines the revenue amounts and number of installments should be created

Users should be able to create and edit tasks but not delete them. What can be done to accomplish this?

Create a trigger on Tasks to prevent deletion There is no "delete tasks" permissions available. If the "Edit Tasks" permission is removed, the user will not be able to create or edit talks. a trigger is required to prevent deletion of task records

Fortune Inc. Has an internal employee portal (not sf) which is being accessed by their sales and support teams. During a business requirements discussion session, the sales team requested their salesforce admin to ensure that when any high-value oppty is closed, a message should be placed on their port congratulating the sales rep who closed the deal. What should the admin implement to achieve this?

Create a workflow outbound message.

A sales rep should be sent an email if a high priority case is created for an account that they own. How can this be configured?

Create a workflow rule to send an email alert to the account owner a workflow rule and an email alert could be used to send an email when a high priority case is created. For the case object, the Account Owner can be selected as a recipient in an email alert.

Hathway inc. is using sf to support their global marketing operations. the marketing manager requested their salesforce admin to automate the business flow so that marketing users need to get permission from their manager before they convert a lead. How can the Admin achieve this?

Create an approval process marking the manager as an approver along with a new lead record type that displayed the convert button when the lead is approved.

What administration tasks can be administrator delegate?

Create an assign users in certain roles and profiles, assign permissions sets, public groups, reset passwords, manage specific custom objects

New Computing uses salesforce for managing customer support. there are more than 100 support cases open in its service cloud application. the support manager want to ensure that if the support engineer does not start working on a case after 24 hours, an email should be generated for the support lead and the manager himself. What is the best way for the administrator to achieve this?

Create an escalation rule to generate the email. - Although a workflow rule can be used for such a requirement, it is better to use an escalation rule since it offers more relevant options and typically used to escalate cases in Salesforce

What actions are possible with Process builder?

Create or update records, invoke a quick action, submit a record for approval, post to chatter, send an email, invoke a flow, invoke apex class.

Your company would like to send an email when prospects register their interest in your products using your Web-to-Lead form. Different emails should be sent based on the product of interest. if no product is selected, then generic email should be sent. What do you need to consider when setting this up?

Creating multiple response rule entries could satisfy this requirement. Although there can be only one auto-response rule active at one time, there can be multiple response rule entries, each with different criteria. Salesforce will evaluate them in the order specified. Rules are processed in order and stop processing at the first matching entery, and then emails are sent using the specified email template. if no response rules apply, the rule uses the default template you specify on the web-to-case or web-to-lead settings page

A salesforce admin is considering the use of a cross-object workflow field update to update the parent record when a related child record is modified. Which of the following are valid statements regarding the objects that are supported for cross-object field updates?

Cross-object field updates work for all custom-to-custom master detail relationships, some custom-to-standard master-detail relationships, and a few standard to standard maser-detail relationships. Some of the standard objects that support cross-object filed updates from custom object are Account, Contact, and Case. Standard-to-standard master detail relationships that are supported include the following: 1. Oppty product updating opportunity 3. Oppty updating account 4. Email updating case

How does salesforce support estimating future revenue?

Customizable and collaborative (now default) forecasting. Values are displayed in forecast categories (mapped from opportunity stages) by product family, revenue, quantity or both.

You would like to make it easy to find knowledge articles that are relevant for products sold in North America. What feature can assist in achieving this requirement?

Data Categories Can be used to organize, search, filter and control access to Salesforce Knowledge articles

What should be done when a user no longer needs to use salesfroce?

Deactivate the user record; users cannot be deleted

What are the capabilities of an approval process?

Define a series of steps and actions for approving selected standard and custom objects that meet certain criteria.

What are the steps to define a process in the Process Builder?

Define the object, define the criteria, select immediate or scheduled actions, activate the process

What do organization-wide defaults control?

Determine access to records the user does not own and sets base record access for the org.

What actions and features are available on list view?

Edit, delete and follow records, sort, filter, set how many records to display, toggle to chatter feed, create printable view

When are workflow actions executed?

Either immediately or after a number of days or hours from a date field or trigger date.

What does the administrator need to be aware of when using Email Alerts?

Email alerts use email templates that need to be set up previously

What can be done to avoid losing long chatter posts?

Enable Drafts in Chatter settings

Bob a Salesforce admin has been approached by his sales manager who is looking to gain more insight into his customers' interactions with the company via social media. he wants to use information to generate leads for his sales reps. he would like to implement a solution within a month before the end of the fiscal quarter. What should bob do?

Enable Social Customer Service and Social Accounts, Contacts and Leads It is not feasible to create a custom application or to even install one as Salesforce provides built in functionality for interacting with customers via social accounts. Workflows is used to automate standard internal procedures and does not work with social media applications.

What is Feed Tracking?

Enables a feed on selected standard and custom objects. Fields can be selected so that updates to those fields will be displayed in the feed.

The sales team should not see other's opportunities, but their managers need to see everyone on their team's opportunities. At the same time, Finance and the company president should have access to all opportunities

Establish a role hierarchy. Have sales at the bottom, with managers in a role above them. Put finance above managers, and the president above all other roles.

Unversal outfitter's administrator has created a workflow rule for the Account Object. What happens to existing Account records if a workflow rule is added after they have been created?

Existing records are only processed if they are updated and subsequently meet the workflow criteria there is no option for "Run on Existing Records" for workflow rules

Amanda wants to update the records that have picklist field status of 'New' and make them blank instead. How can she achieve this?

Export the records, change the 'New' to blank and upload the data using the data loader using the setting of 'insert null values'

How is CRM Content organized?

Files are organized into libraries. Libraries can be personal (e.g. not shared with others) or shared. Access and permissions on shared libraries can be defined by user or public group.

Which capability is available for list views in Lightning to allow users to view opportunities that fall within a certain amount or probability range?

Filtering search results by number range

What are two methods to find a folder quickly in Salesforce org?

Folders can be Favorited of searched for in global search

How can Folder access be controlled?

Folders can be private or shared. Permissions and visibility can be set for users, roles and public groups.

What do locale settings impact?

Format of Date, Time, number, name and address fields

What can be done to immediately prevent a user that left the company from having any access to salesforce?

Freeze the user record, then make the adjustments needed to deactivate

What do the User Interface Setting

General User Interface, Sidebar and Calendar

What are the different types of searches available and what are their features?

Global searches most information; Sidebar searches a subset of record and fields; Advance search can search on a combination of fields and include wildcards

In Salesforce Classic, where can Tasks be created?

Home Tab, Chatter Feed, Activity Related List on a record. Tasks can be created in the 'My Tasks' section of the Home Tab, within Chatter Feeds, in the "Open Activities' related list on records by using the 'New Task' button, and in the 'Activity History' related list of records by using the 'Log a Call' button Tasks cannot be created in the global search window. there is also no 'Task' Related list that allows the creation of tasks in Salesforce

How can workflow rules be evaluated?

If certain criteria is met or if a formula evaluates to true

What tools and features are available to manage Leads?

Import Leads, Mass Delete Leads, Transfer Multiple Leads, Mass Email Leads, Mass Add Leads, to Campaigns, Mass Change Lead Status

What are repeating events called in Salesforce?

In classic, it is called recurring events. In lightning and Salesforce app it is called event series

What should be considered when changing the OWD settings?

Increasing default access, changes will take effect immediately. if decreasing, changes may take significant time depending on data volumes

What is a chatter external license used for?

Invite customers (users outside of a company's domain) to chatter groups for collaboration. They have no access to Salesforce objects and data

After an Account Plan is completed it goes to a Sales Manager for approval. A Sales Manager has reviewed the plan but would like to update one of the fields in the plan before approving it. What is true regarding editing records that have been submitted for approval?

It is possible for an approver to edit a record locked by an approval process

What is the purpose of a public group?

It's a way of grouping users, roles, and territories so that sharing settings and permissions can be granted efficiently

John modifies a record in SF. This modification triggers a workflow rule for immediate execution that includes a field update on the current record. After the execution is complete, what user will be listed under the last modified field of this record?

John Workflow follows the users actions. If the user is authorized to perform the action he will be the user recorded for the automated actions done by workflows.

What are Lead Queues?

Lead Queues are a place to hold Leads that have not been assigned an owner. They are accessed via a list view and users with access to the queue can "accept" Leads to take ownership.

How can Leads be automatically assigned?

Lead assignment rules can automatically assign Leads to users or queues based on criteria matching field values and can be evaluated upon creating or editing a Lead.

What can be used to create, customize and assign home pages to different profiles in lightning?

Lightning App Builder

Which salesforce feature can be used by sales reps to make and receive calls in Salesfroce as well as log call details automatically?

Lightning Dialer

Which license allows users in Partner and Customer Communities to access Chatter?

Lightning Platform Starter

What types of custom components can be added to the home page layout?

Links, Images, HTML, and Visualforce

What can be used to search records with the Kanban view in lightning?

List View Search Bar

How can an email be sent to all members of a campaign in Lightning Experience?

List emails can be sent directly to all memebers of a campaign in lightning using 'Send List Email'

What localization settings apply to a user?

Locale Language, Time Zone and Currency locale.

What type of actions can be set for approval or rejection?

Locking/unlocking the record, on the homepage, respond to email, in app notifications, Chatter

What can be enabled that helps the admin spot suspicious login activity

Login Forensics

How would it be possible to check why a user is not able to login?

Login history on user record, or login history for all users will give information regarding a login attempt.

What can be created an run in Lightning Sales Console to automate repetitive tasks such as updating opportunities and sending an email?

Macro

What is manual sharing?

Manual Sharing allows a user to use the 'sharing' button to grant access to a specific record to other users, roles or public groups.

Which sharing setting allows a user to manually share their own user record with other users of an organization?

Manual User Record Sharing checkbox on the Sharing Settings page in Setup

What password requirements can an administrator set?

Minimum password length, complexity, password history, enforcement, expiration period, minimum password lifetime

Which of the following types of fields can be used as the dependent field in a field dependency?

Multi-select picklist Custom Picklist

How do Quotes and Syncing work?

Multiple quotes can be associated with an Opportunity with one marked as the "syncing" quote. Changes to opportunity products or quote Products are kept in "sync" for the "syncing" quote.

What are some of the search settings that can be enabled or customized?

Number of search results displayed, document content search, recently viewed records, search optimization, limit search to records owned by the user

How is Object Access controlled?

Object access is controlled at the profile level including permissions and visibility to the tab.

Where can an approver see the pending request and respond to it?

On the Record, on the Homepage, Respond to Email, in App Notifications, & Chatter

Where can activities be found within Salesforce?

On the home page, calendar view or activity related-list (salesforce Classic only ) on a record

What is Campaign Influence?

One or more campaigns that have influenced the creation of an Opportunity can be linked to an Opportunity, with one being marked as the primary. Values from the primary Opportunity will be used for the campaign statistics.

What is True Regarding queues?

Only members of a queue can accept records from that queue and take ownership. Queues can be created for standard objects such as cases, leads, orders, service contracts and knowledge article versions. Queues can be created for custom objects. List Views are automatically created when a queue is created. Records can be placed in a queue manually by a user, but more often an assignment rule is created to automate this process based on criteria.

Which forecast type should be used to enable territory forecasts in Collaborative forecasting?

Opportunity Revenue by territory

In lightning, which type of team can be used if a partner user needs to work with an internal user on a particular opportunity?

Opportunity Team

Sarah is a manager of a team of sales reps who collaborate on opportunities. they are each awarded an appropriate share of the total sale on each opportunity. Which of the following features should her company implement?

Opportunity Teams Opportunity Splits Team members must be in the opportunity team in order to add them to the opportunity split

What File types can be previewed in Salesforce CRM?

PDF & MS Word, Excel and PPT

In Lightning, which feature can be configured to visually track the progress of campaigns?

Path

What do profile permissions grant?

Permissions to app-specific actions, customized actions built, or system wide actions

Which objects can be used to create campaign members

Person Account Leads Contacts

What checks are done when users try to access a Salesforce Organization?

Profile Level Login Hours, Profile Level IP Ranges, Company level Trusted IP Ranges, Activation Code Validation

Which setting can be enabled in Web-to-Lead Settings to reject any bogus leads?

Require reCAPTCHA Verification

What is Campaign ROI and how is it calculated?

Return on Investment of a campaign. ((Total value of won Opportunities linked to a campaign - Actual cost of the campaign)/Cost of the Campaign) * 100

What is a reduction order?

Returns cancellations and reduction in quantiy are recorded as reduction orders

What is a revenue Product schedule?

Revenue Schedules allow tracking of revenue that is not received upfront and is paid in installments or a subscriptions

A Salesforce admin often deals with record level security. Which of the following are correct regarding record-level security?

Roles are used to create a sharing hierarchy for the users Sharing rules can never be stricter than the OWD OWD are used to restrict access to records. Roles open up accesss vertically but not horizontally. A criteria based sharing rule (sharing records based on role) could be used to open up record access horizontally across the role hierarchy.

How do Sharing Rules work?

Rules can be created to grant access to groups of users for certain records based on record owner or criteria.

How is storage managed in Salesforce?

Salesforce has two categories of storage, data and file storage. Records use data storage and file storage is used by Attachments, Documents, Files, Content, and Chatter

What level of language support does salesforce provide and how is a user's language setting controlled?

Salesforce offers a number of Fully Supported, end User and Platform Only languages. The language on the company information page is applied to new users, but they can override in My settings

When forecasting by schedule date, which values are used by Salesforce to calculate forecast amounts?

Salesforce uses the values from a product schedule's date and revenue or quantity fields to calculate forecast amounts

What does enhanced lookup offer?

Search on all fields, sort, filter, customize columns, page navigation, auto completion

What can be customized to include lightning fields in global search results in lightning?

Search results layout of the knowledge object

What are the different types of search layouts?

Search results, lookup dialog, lookup phone dialog, tab, list view and search filter fields

How does Security Health Check work?

Security Health Check measures setting values in Password Policies, Network Access Config and Session Settings against baseline values and calculates a percentage score to indicate risk. 100% means all settings meet or exceed the standard

What is the most efficient way of transferring 10 records of a custom object displayed in an existing list view from one owner to another?

Select the records in a list view and change the owner After selecting the records from a list view, clicking on the change owner allows the owner to be changed. the Mass Transfer tool is available on custom objects, however, it requires a "find" step where criteria are specified to select the records to be transferred

Where can a list of sent emails related to a record be found?

Sent Emails are listed in the Activity History related list

Users work competitively and do not want to let other users see their contact's information

Set OWD for contacts to Private

Everyone should be able to see all opportunities, but only Managers should be able to see the opportunity value

Set OWD for opportunities to Public Read. Set the field level security for Opportunity value to be visible only for users with manager profile

Typically, no one should be able to see each other's contracts, but users share on a record by record basis when needing help with re-negotiation

Set OWD to Private for contracts. Put the "Share" button on contract page layout, and show users how to manually share the records (Salesforce Cassic only)

The company has many branches. Each of the branch's employees are in a variety of roles, but need access to all customers owned by users from their branch. They should not be able to see customers from other branches.

Set OWD to private for customers. Create public groups for each branch. Create a customer sharing rule to share with that branch's public group, if the owner is from that branch

An organization would like to allow it's marketing department to be able to see only the details of the campaign members who's contact or lead records they have access to.

Set the OWD sharing setting for the campaign member object to 'Controlled by Lead or Contact.' It would allow all users to see only the campaign members whose contact or lead records they have access to in Salesforce

Sales reps are grouped by different geographical regions. each rep can handle any lead within their region. What should be implemented for this situation?

Set up assignment rules to assign leads to queues based on region Since each rep can work on any lead within their region, the leads should be routed to queues using assignment rules

What activity management features can be controlled using settings?

Shared activities, group tasks, recurrence, activity reminders, multi-day events

Which option can be selected from the List View Controls menu to share a custom list view with other users?

Sharing Settings

In a private sharing model, how can users at the same level of the role hierarchy have access to each other's data

Sharing rules can be added to grant access the role hierarchy grants access to data according to the hierarchy and do not work across levels. Sharing rules can be added to grant access to users at the same level. The sharing rule would be based on the record owner and share records owned by one role with users of another role.

What is the opportunity board?

Shows opportunities of one recird type on a board with columns for each salws stage. It shows the totals for each stage and opportunities can be moved between stages by dragging and dropping

What can be customized with activites?

Similar to the other objects, activity fields, validation rules, record types and page layouts can be customized

What are opportunity Splits?

Splits revenue or other currency field values among the Opportunity team. When enabled, a revenue split must total 100% and overlay split doesnt have to total 100% is added

Which of the following types of fields can be used as the controlling field in a field dependency?

Standard Checkbox custom Picklist Custom Checkbox Standard Picklist

What are examples of Standard Profiles?

Standard User, Solution Manager, Marketing User, Contract Manager, Read Only, System Administrator

What are the different types of Pricebooks?

Standard and Custom. The standard Pricebook can be used if there is one price for all customers. If there are multiple prices for different customers custom pricebooks can be used

What are the options to define fiscal years?

Standard or custom fiscal years. Standard fiscal years are based on a monthly structure and can start on any month. Custom fiscal years can use a different structure such as quarters

Checking if a field is required is an example of what type of validation?

System Validation System validation includes checking for required fields, unique fields, and data type. System Validation is performed before custom validation rules

What field must be marked on the user record for users to be able to log in?

The "Active" checkbox

The sales team of cosmic logistics uses sales cloud to manage team activities and support the operations of the global HR department. A custom HR application has been created in Salesforce. The CTO of the company does not want the sales team to access the HR application and the tabs created for the HR application. which security control measures should the admin use for the requirement?

The "Visible" checkbox should be unchecked for the HR application in the sales team profile The sales team profile should not have object level and field level access for the objects in the HR application There is no 'Hidden" setting in a profile that can be used to remove access to a custom application. Setting the sharing setting to 'Private" would not prevent access to the application and tabs, as it controls access to records that are not owned by the users.

What is salesforce API?

The API (Application Programming Interface) is a way of accessing Salesforce programmatically and is used by data loading and integration tools

In lightning experience, where can a user find activities related to supported objects?

The Activity Timeline

A user has reported that they do not see the 'Contact Type' field on the contact detail page. What would the administrator check first?

The contact page layout displayed for the profile assigned to the user. Page layouts determine which fields are visible. Field level security determine which fields are visible on a page layout however it is configured at the profile level, not the user level.

Which users can view a list view created in lightning?

The creator or all users

A user assigned a profile that allows create, edit and delete permission on leads. the organization wide setting for leads has been set to private. A role hierarchy has been set up and the user has been assigned a role that has subordinate roles below it in the hierarchy. What will the user's access be to leads owned by other users?

The profile setting will not override the sharing setting to give access to records. The user will have access to leads owned by other users granted via the role hierarchy Profiles do not override sharing setting or the role hierarchy to grant access to records. in a private sharing model, the user will have access to their own records and access to any records owned by users below them in the role hierarchy.

What will happen if a record in Data Loader import File contains a picklist value that does not exist in Salesforce and the picklist is not restricted?

The record will be added but the picklist value will not be added to the list of existing values

An Administrator is setting up a new org for a company with over 300 employees that will require setup of several roles and profiles. Which statement regarding profiles and roles is correct?

The role hierarchy determines record access in a private data sharing model Profiles determine what parts of the application a user can see and the permissions on an objects. The role hierarchy determines record access.

What are territory forecasts based on when a forecast manager is not assigned to a territory?

The territory's forecasts are based on the individual user assigned to the territory. Users can drill down to an individual reps forecasts for a territory

What time zone is used for new users?

The time zone for new users is set using default time zone on the company information page, but users can override it in My settings

A new picklist value has been added to a custom field in a custom object, but it is not visible to a user viewing a particular record as an expected. what could be the reason for this?

There are record types defined for the object and the picklist value has not been added to the record type of the record the user is viewing Picklist values can be defined separately for each record type, they do not have to be added to all record types. when a picklist values are added, they are added as active and there is no need to activate them. Permissions for individual picklist values are not controlled by profiles

Why and how are Custom Profiles Created?

There are restrictions on what can be changed on a standard profile. Custom profiles are created by cloning a standard profile to be able to customize profile settings

What can Chatter only users do?

They can use features including groups, files, and profiles; view accounts, content, dashboards, reports, workflows, calendars; and can access to up 10 custom objects

Why would multi-currency by used?

To be able to record amounts in different currencies on records and be able to forecast and report in one corporate currency

Why would a user be freezed?

To prevent the user from logging in without deativating them, allowing for changes to any customization where the user has been used (e.g. workflow email alerts)

What are folders used for?

To store and organize reports, documents, dashboards and email templates.

How can users see their correct time zones if the organization default is set to a different time zone?

Under My Settings, users can set their own time zones to override the organizational default

Orbit Solutions reached their Salesforce data storage limit and is looking to free up some space in order to no buy additional storage in the meantime. The admin would like to archive old inactive Contact records to make space to add new contacts. What is the most efficient way to achieve this?

Use Data Loader or create a report to export the data and then use data loader to delete the data

A data file containing contact records is automatically sent to a computer every day. the admin needs to automatically load contact records from this file into salesforce at 6pm daily. what is the best tool to use for this requirement?

Use an app exchange tool such as jitterbit data loader Data loader via command-line interface Data loader can be used via User Interface or the command line. Using data loader via the command line, the configuration, data sources, mappings, and actions can be specified in files, which allow setting up data loader for automated processing.

What are the two types of licenses?

User and Feature. user licenses define the baseline of features a user can access. Feature licenses grant additional access to specific functionality such as Knowledge, Content or Marketing

What are the different types of calendars?

User, Public Calendars and Resources

what is the minimum information required to setup a user?

Username, last name, email, profile, alias, nickname and license

A user logged into Salesforce in the morning and updated some records. he didn't come back again until the afternoon. He found that he was logged out. You haven't changed the default session settings. You explain to the user that

Users are automatically logged out if they don't use the system for 2 hours The default session timeout is 2 hours but this can be changed to a value between 15 minutes and 24 hours

An admin is training users in her org about list views. What is true regarding list views in salesforce classic?

Users can only see data they have access too Field level security is applied to the fields visible in the list view List views of standard and custom objects can be printed If Printable list views is enabled, list views of standard and custom objects can be printed. Only users with 'Manage Public List Views' can delete a public list view. up to 15 fields can be included in a list view

How is the Role Hierarchy related to record access?

Users will have access to other users' records if they have a role above the record owner in the role hierarchy and grant access through hierarchies is enabled

How can duplicate Leads be identified and managed?

Using the "Find Duplicates" button, fields can be selected to search on, and up to 3 Leads can be merged from the search results.

Which access levels are possible when a forecast manager shares his forecast page with another user?

View Only & View and Edit

What are the different access levels that can be granted to a folder?

Viewer, editor (edit, move, save and delete) or Manager (share and rename folder)

How can Leads be captured from a website and saved in Salesforce?

Web to Lead allows Leads to be captured from a company website and saved in Salesforce. The Lead form can include standard and custom Lead fields. Generated HTML can be added to a public website

When are workflow rules evaluated?

When a record is created, when it is created and every time it is edited and when a record is created and any time it is edited to then meet the evaluation criteria.

When is identity verification invoked?

When a user logs in from an unrecognized (based on cookies) browser or device, and outside the trusted IP range.

In what cases would Process Builder be used over workflow?

When needing to create a record, submit for approval or launch a flow

When must Workflow be used and not Process Builder?

When needing to send outbound messages

When would shared activities be used?

When up to 50 contacts have to be related to one event or task, such as recording all of the people invited to a meeting

which automation tools allow sending an automatic email alert to a user when a new member is added to a chatter group?

Workflow Rule and Process Bulder

All internal users are being prompted to activate their computers when they log into saelsforce for the first time. Is it possible to change this?

Yes - Activation can be bypassed by adding a range of IP addresses to a trusted range

In a private sharing model, will a manager be able to edit account records owned by a user below them in the role hierarchy?

Yes, access is granted by default to users in a higher role for standard objects Grant access using hierarchies is always checked for standard objects such as account and cannot be changed. Users in higher roles will inherit the record permissions of the users below them in the role hierarchy. users at any role level can view, edit, and report on all data that's owned by or shared with users below them in the role hierarchy

The sales team is excited to be able to access their data using the salesforce app on their phone. You explain that they will be able to access most of their data and functionality but there are a few limitations. What is true regarding data and functionality available using the Salesforce Mobile App?

You can create, view and edit account, contact and opportunity records You can submit records for approval

How can paths be defined?

a path can be set for each record type of an object. Paths can be created for most standard and all custom objects that have picklists

What is the campaign Hierarchy?

a way to link related campaigns in a hierarchy of up to 5 levels and unlimited siblings. Total fields e.g. total value of Opportunities for all campaigns in a hierarchy can be displayed.

What are different risk categories associated with a security health check in salesforce?

high, medium, low, and informational

Users of an organization are currently only able to see campaign members whose lead or contact records they have access to Salesforce. However, the Marketing Director would like them to access campaign member records only if they have access to the related campaign. Also, users belong to a certain public group require access to all campaign members regardless of the default sharing

set the OWD sharing setting for the campaign member object to 'Controlled by Campaign.' It can be used to allow users to only be able to see campaign members if they have access to the campaign associated with them. Since the Campaign Member object would inherit sharing rules from the Campaign object, a campaign sharing rule can be created to give the public group access to all the campaigns, which would automatically give access to the related campaign member records.

An organization is using My Domain and prevents login from the Salesforce URL. A user has reported to an admin that they are not able to log in. The admin has checked the login history but does not see an entry for the time when the user was attempting to login. What could be the issue?

the user entered an incorrect username If the username was entered incorrectly, it would not be listed in the login history since salesforce would not be able to find the incorrect username in the org. If an organization issuing My Domain and prevents login from login.salesforce.com, but a user still tries to use the latter to log in, the login attempt will appear with the URL in the login history. The same is true when a user is unable to log in due to an incorrect password or password lockout.