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How can a user relate an Opportunity to a Campaign?

1) add the campaign under the campaign influence related list on the opportunity 2) Specify the primary campaign source on the opportunity

When creating a custom object, what are the two valid data type options for the Record Name field?

1) auto number 2) text

A user needs to be able to delete Cases in Salesforce. Which Security settings can accommodate this request?

1) profile 2) permission set

Your organization has a Sales User profile, of which 30 people are assigned. Your VP of Sales has identified 3 of these users who should have the ability to Delete and Transfer lead records. What is the best option to fulfill this request?

A Permission Set is ideal in this scenario. Your goal is to limit the number of Profiles that you create, and this is why Permission Sets were created in the first place

Which Report Format is not a valid format in Salesforce

A chart can be added to a report in Salesforce, but it is not a valid format of a report. The valid formats of reports in Salesforce are Joined, Tabular, Summary and Matrix.

The Director of Sales Operations wants to display additional information on Opportunity records. The specific request is to pull in the picklist value that is displayed in the Type field on the Account so that it can be viewed and displayed as well on the Opportunity. What type of custom field can be created on the Opportunity object to fulfill this request?

A formula field on the Opportunity object could be utilized to pull in the Type value that is set on the Account.

The Director of Clients Services has asked you to add a new field on all Account records. This new field needs to provide the total amount of all won opportunities for each individual account. What type of field should you create to fulfill this requirement?

A roll-up summary field can fulfill this requirement. Number, Text and Currency fields can take inputs from users, but do not perform calculations. Formula fields can pull data from a parent record and display on a child record, but in this scenario, we need to collect the values from child records (opportunities) and sum them up and display on the parent record (account).

The VP of Sales has requested that you implement a Configure-Price-Quote solution that has been developed by a third-party vendor. This solution can be installed in your own Salesforce organization. Where would you go to install this application?

APP EXCHANGE - The AppExchange is Salesforce's own App Store. Independent Software Vendors (ISVs) develop applications and Lightning Components which you can install into your own Salesforce org to extend functionality.

what kinds of things can you import on the data import wizard?

Accounts, Contacts, Leads, Solutions, and Custom Objects

The VP of Marketing has purchased a list of 60,000 Leads that need to be imported into Salesforce. Which Data Import tool is best suited for importing these records?

Although the Data Import Wizard can be used to import Lead Records, the maximum number of records which it can import at one time is 50,000. For this scenario, you will want to use the Data Loader, which can handle up to 5 million records per import.

Lead record ownership was previously set to a Queue whenever new lead records were created in your Salesforce instance. The Chief Marketing Officer has dictated that this practice must be changed. The new process for Lead Ownership is to automatically assign ownership to an individual, based on the territory in which the lead resides, whenever the Lead is first created. What Salesforce feature would you utilize to fulfill this request?

Assignment rules can be used to assign ownership of a lead to either a person or a queue. You can set criteria to base these assignment decisions on.

What type of field would you add to a report to quickly categorize report records without creating a formula or custom field?

Bucketing lets you quickly categorize report records without creating a formula or a custom field.

Which Support feature in Salesforce is used for a group of people to work together to resolve a case?

Case teams help groups of people work together to solve a case, such as a support agent, support manager, and a product manager

A new user requests that their Salesforce user interface display in Spanish instead of English. What can you, as the user's Salesforce Administrator, do to fulfill this request?

Changing the Default Language in your Company Profile would change the Language setting for all users. Changing the Locale changes the format of Date Fields for a user, but to change the actual language of the User Interface, you will need to change the Language setting for the individual user from their User Detail page.

As the Salesforce Administrator, you are invited to a large project kick-off meeting. The Project Manager has tasked you with setting up a way for the project team members (all of whom are Salesforce users) to collaborate on the project by sharing files and tracking progress on Chatter in Salesforce. The request is that only the project team members and yourself should be the only users able to view the project activity in Chatter. What do you create to fulfill this request?

Create a private chatter group, and add the team members

The IT Director has mandated that all records in Salesforce must be backed up weekly. Which Data Management tool can be used to meet this requirement?

Data Export

When an object tab is invisible, what setting is it on?

Default Off does not hide the tab from view for a user and it will be visible to them if they click the + sign for All Tabs. Tab hidden effectively hides the tab from the user, even if they click + All Tabs.

The Support Manager has requested that all cases that are not updated by a Support rep within 6 hours of creation should be re-assigned ownership to the Tier 2 Executive Support Queue. Which support solution should be utilized in Salesforce to fulfill this request?

Escalation rules automatically escalate cases when the case meets the criteria defined in the rule entry. You can create rule entries, which define criteria for escalating a case, and escalation actions, which define what happens when a case escalates

True or False: The Process Builder cannot be used to post a message to Chatter.

False

True or False: A Lookup Relationship cannot be established between an object and itself, such as a Lookup Field to Contact on the Contact object.

False, lookup relationships link two objects. You can indeed link an object to itself

Which statement is true as it relates to checkboxes and field dependency?

For field dependencies, checkbox fields can be controlling fields, but they cannot be dependent fields.

and Admin leaves the company abruptly and for security reasons you need to block their access to salesforce ASAP, what do you do?

Freeze their account, since it cannot be de activated immediately you can do this by going to their user detail page and clicking freeze.

A user reports that they are unable to log in to Salesforce. You check their User Record and see no login attempts for them today. What is the user likely doing wrong? (select 2)

If you see no history of log-in attempts for the user in their User Detail page, they are either entering the wrong username, or they are attempting to log in to an incorrect location. If they have locked themselves out of their account after multiple failed login attempts, you will see that in their User Detail page.

What do you create in Salesforce to establish a many-to-many relationship between two objects?

Junction Object

Your Salesforce organization's Login Hours are set from 7 AM to 7 PM. A user logs in at 6:57 PM and is viewing a record when the clock passes 7 PM. Which of the following scenarios happens once a logged in user is outside of the specified Login Hours for an organization?

Logged in users will be effectively in Read-Only mode once the Login Hours have passed for an organization. No saves or edits can be made to the database.

You have created a complex approval process in Salesforce and now need to provide a visual diagram that encompasses the different steps of the approval process. What tool would you use in Salesforce to access this visual diagram of the approval process?

PROCESS VISUALIZER - It is the Process Visualizer that provides a visual representation of an Approval Process. This will be helpful in gaining buy-in from step owners and reinforce company policies by documenting the decisions you reached when the approval process was designed.

Which Security features in Salesforce can be utilized to grant Users access to specific Apps?

Profiles and permission sets

Which relationship supports roll-up summary fields.

Roll-up Summary fields require a Master-Detail relationship.

A user reports that a couple of Stages are no longer visible in Opportunities. Where should you go in Setup to make those stages visible again?

Sales processes, this is where you go to edit what stages are visible on an opportunity

What setting must be changed in order to automatically send mobile browser users to the mobile browser version of Salesforce.

Salesforce 1 user setting on the user record.

The Director of IT has asked that you set all Salesforce System Administrators to where their Salesforce passwords never expire. All of these users currently have the Standard Profile of System Administrator. What would you need to do to fulfill this request?

Set the password to never expire in the standard system administrator profile. This is found under the password policies section of the profile

True or False: Setting an object to Private makes those records visible only to record owners and those above them in the Role Hierarchy.

TRUE By default, Salesforce uses hierarchies, like the role or territory hierarchy, to automatically grant access of records to users above the record owner in the hierarchy. Setting an object to Private makes those records visible only to record owners and those above them in the role hierarchy.

True or False: Content Packs created in Salesforce CRM Content can be distributed to colleagues in your organization and to leads and contacts outside of your organization?

TRUE: A content pack is a collection of related documents or files that are stored as a group in Salesforce CRM Content. For example, you may want to create a content pack with a product list, price quote, and contract to send to a particular customer. Any file in Salesforce CRM Content can be added to a content pack, from traditional business documents such as Microsoft® PowerPoint presentations and Adobe® PDF files, to audio files, video files, and Google docs.

The VP of Sales informs you that a Sales Executive who owns many account records has just left the company. The ownership of these accounts needs to be changed to the VP of Sales, immediately. What Data Management tool is best for quickly making these ownership changes?

The Mass Transfer Records option under Data Management in Setup gives you the ability to Mass Transfer records, such as Accounts in this scenario, from one user to another. This is the quickest and easiest way to accommodate this request, which you will run into frequently. You could use the Data Loader for this and reassign ownership by performing an Update, but you would first have to export the appropriate records and then manually update the exported .csv file for the other user, and then do an import. The Data Import Wizard will also be a painful experience if you try and update existing account records and change ownership. The Mass Transfer option is ideal. You can also get to this functionality via the Accounts tab - look for the Transfer Accounts link under the Tools section at the bottom-right of the screen. Try it out and get familiar with how the mass transfer of records works in Salesforce.

In a Master-Detail relationship, what happens to Detail records when the Master record is deleted?

The Master-Detail relationship is for closely-linked objects and deleting a Master object record will also delete related detail records.

You have a time-based workflow action scheduled to fire tomorrow and it is visible in the Time-Based Workflow Queue. Which statement is true, if the criteria for this time-based workflow action is no longer valid once you update the record today?

The Time-Based Workflow Queue displays pending actions in your org, along with the time that they are set to happen. If the corresponding record is updated and the criteria that originally places the action in the Time-Based Workflow Queue is no longer valid, the action is removed from the Time-Based Workflow Queue automatically.

what are the 4 workflow rule actions

The four available actions that can be performed from a workflow rule (either immediately, or time-based) are field update, outbound message, email alert and task creation.

To help prevent duplicates, Salesforce provides Standard Matching Rules for which objects?

There are standard matching rules for Accounts, Contacts and Leads, which can be activated and customized.

What are all of the dashboard components

These components include Horizontal Bar Chart, Vertical Bar Chart, Line Chart, Pie Chart, Donut Chart, Funnel Chart, Scatter Chart, Gauge, Metric, Table, Visualforce Page, and S-Control.

The Director of Client Services has asked you to update a Quarterly Revenue Report, so that the report contains additional columns of information. From the report (in Salesforce Classic), what would you click in order to make the requested changes to the Quarterly Report?

To edit a report in Salesforce Classic, you click the Customize button while viewing the actual report.

True or False: Changing the Locale on a User record will potentially change the format of Date and Number fields for that user.

True

True or False: If you change a field from a field type of multi-select picklist to a picklist, existing data will potentially be lost.

True. If you have data records already in the system and a field has multiple selections, if you then change that field type to a single picklist, any data that had previously been selected for that field will be lost. Do not do this

The Marketing Manager has complained that Lead records in Salesforce have inconsistent formatting of phone numbers. What could you utilize on Lead records to enforce consistency with phone number entries in Leads?

Validation Rules are helpful in enforcing data quality inside of Salesforce. For example, you could require that all Lead record phone number fields contain 10 numeric characters, as well as utilizing dashes or parentheticals, etc. as needed.

During the Lead Conversion Process in Salesforce, which types of records can be created? (select 3)

When converting a Lead, you have the ability to create a new Contact, Opportunity and Account record, all at once, in Salesforce.

Which are valid Data Sources that may be used for Dashboards?

When creating or editing a Dashboard, you can select the Data Sources tab and select Reports or Visualforce Pages.

Which statement is true when assigning a Task to a Group in Salesforce?

When you create a task in Salesforce, you can assign it to up to 100 people, including members of groups. These are individualized tasks for each user, which they can then edit, reassign, or delete from their individual tasks.

Which components may be selected to display in a Home Page Layout.

When you create or edit a Home Page Layout in Salesforce, you can select to show or hide the following wide components - Items to Approve, Tasks, Calendar, and Dashboard Snapshot

A user reports they are locked out of Salesforce, and you confirm they have had multiple failed login attempts by reviewing their User Detail record. How can you help the user get back into Salesforce? (select 2)

You never enter a new password for the user, and you certainly would not send a password via email or Chatter. The Freeze button will disable a user's ability to login, without deactivating the user. You can either click Reset Password, or you can Edit the user record and select Generate new password and notify user immediately.

What Salesforce feature is used to send an email notification automatically for opportunities with large amounts?

big deal alert

A user reports they are no longer able to see a field on an Account record that they used to be able to see. What things should you check to troubleshoot why this field has disappeared for this user? (select 3)

check the page layout to see if the field has been removed from the layout check the field level security of the field to see if its hidden from the users profile check the page layout assignment for their profile and see if the assignment has changed

True or false: you can load cases with the data import wizard

false, you must load cases with the data loader

what is the relationship between multi select picklists and field dependency

multi select picklists can be dependent picklists but not controlling fields.

The Chief Marketing Officer needs to see the daily response rate for campaigns, and wants to track this historically, in order to monitor trends over time. What analytics feature in Salesforce would you use to satisfy this request?

reporting snapshot - A reporting snapshot lets you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object.

what are sharing rules used for?

sharing rules are created to grant additional access to records beyond what is originally specified in the organization wide defaults

How can a Dashboard be refreshed?

two ways, either you can set it to automatically refresh itself at specified intervals, or you can simply hit the refresh button

In your Administrator job with Universal Containers, you have found that the Company Information screen in the Company Profile section of Salesforce displays important information regarding your Salesforce organization. Which of the following are items that are accessible and displayed from the Company Information screen in Salesforce? (select 3)

user licenses used and remaining feature licenses used and reamaining salesforce org ID

The Operations Manager has requested that a form be added to the Company website, so that customers can fill out support requests. These requests need to create a new case in Salesforce upon submission from the website. What Salesforce feature would you utilize to fulfill this request?

web to case form