SF ADMIN - Section A - Part 2

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Describe the characteristics of the Salesforce Recycle Bin.

* Deleted records are stored in the Recycle Bin a maximum of 15 days * "My Recycle Bin" is available to all users * "All Recycle Bin" is available only to users with the "Modify All Data" permission 6.0 Managing Data

What are the characteristics of a Bar Chart in Salesforce? When should you use horizontal vs. vertical groupings on a bar chart?

* Each bar represents data from a grouping. * Use horizontal to compare many groups. * Use vertical to compare fewer groups or when grouping by a date field. 7.0 Reports, Dashboards

What are the characteristics of a Line Chart in Salesforce? What is this chart type good at representing?

* Each point represents data from a grouping * Use when grouping by a date field * Great for displaying changes over time. 7.0 Reports, Dashboards

What are the characteristics of a Funnel Chart? What is this chart type good at representing?

* Each segment represents data from a grouping * The size of segments is determined by by the summary field of each grouping * Use funnel charts to compare the summarized values of groupings (e.g. display total amount of opportunities at each stage within a company) 7.0 Reports, Dashboards

What are the characteristics of a Pie/Donut chart? What is this chart type good at representing?

* Each wedge represents data from a grouping * Size of wedge is determined by summary field * Use to compare shares of the grand total * Use a donut chart to display the grand total 7.0 Reports, Dashboards

What's the value of enabling Enhanced Report & Dashboard folder sharing? What additional control does it offer users in controlling access to reports & dashboards?

* Gives users finer control over how they share their reports & dashboards * Different groups of users can be given different access to the same folder * Users can grant Viewer, Editor, and Manager permissions to folders they create * Enabling enhanced folder sharing may change the existing access to reports & dashboards, depending on their user permissions 7.0 Reports, Dashboards

What are the characteristics of the Report Builder Upgrade?

* Grants all users access to the report builder * Enables scatter charts * Allows users to access the old report wizard in Accessibility Mode * Needs to be enabled manually for existing organizations * Can't be disabled after its turned on 7.0 Reports, Dashboards

What are some of the characteristics of Salesforce Import Wizards for importing data?

* Import wizards are online and easy to use * Administrators can import accounts, contacts, leads, soutions, or custom objects for the org * All Users can import their own accounts & contacts * Data can be imported from any CSV file * You can choose whether or not to trigger workflow with the import 6.0 Managing Data

What are the characteristics of a Scatter Chart? What is this chart type good at representing?

* Plot two summary fields against one another * Visualize the correlation between values in a group (e.g. Opportunity amount vs. Win Rate) * Enable the report builder upgrade to use scatter charts. 7.0 Reports, Dashboards

What should an administrator do to prepare for importing a file of new data into Salesforce?

* Resolve any duplicate records * Remove blanks and empty spaces * Run spell check * Rename column headers to match the field names in Salesforce * Apply consistent standards for data formats * Prepare and upload a test batch * Turn off workflow rules before running any import, update or upset operation * Do not perform updates to existing records during normal business hours 6.0 Managing Data

What 4 things must a user specify in order to schedule and email a report?

* Running user (must have access to the report) * Frequency * Start and end dates * OPTIONAL - email recipients Additionally, report scheduling must be done after the report is run. Report scheduling is not available in the Report Builder. 7.0 Reports, Dashboards

What are the 4 types of Multiple Grouping charts available in Salesforce?

* Side-by-Side Bar * Stacked Bar * Stacked to 100% Bar * Grouped Line 7.0 Reports, Dashboards

What are the characteristics of a Summary Report?

* Similar to Tabular reports in terms of layout * Can be sorted * Can be used to summarize data and display sub-totals 7.0 Reports, Dashboards

What are the characteristics of Matrix Reports?

* Summarizes data in a grid against horizontal and vertical criteria (pivot table) * Provides totals for both rows and columns 7.0 Reports, Dashboards

What are the 3 most important things to remember about Salesforce File Sync?

* Sync important files to Salesforce * Easily share files with others * Collaborate on files Spring 14 Release Training - Chatter

What are the characteristics of a Custom Summary Formula on a report?

* Up to five per report * Cannot reference other summary formulas * Can reference formula fields in the data * Only display on summary rows, not on detail (record) rows Search Help & Training for Building Custom Summary Formulas 7.0 Reports, Dashboards

What features do tables offer in a Dashboard in Salesforce?

* Use tables when you want to display data in columns. * You can also include groupings and summary totals in tables * You may display more than 2 columns in a table 7.0 Reports, Dashboards

What are the characteristics of the Stacked Bar chart in Salesforce? What is this chart type good at representing?

* Use this bar graph to display the proportions between values * It displays a single bar for each primary value, with secondary values shown on the same bar. * Don't use this chart if there is a big disparity between the values of the groupings (e.g. 50 vs. 1.5 MM) 7.0 Reports, Dashboards

What are the characteristics of the Grouped Line chart in Salesforce? What is this chart type good at representing?

* Use this chart to view multiple groupings ordered by one secondary grouping that represents an ordered set of data * Each bar represents an ordered set of data * Missing values are displayed as gaps. * Its difficult to compare totals with this chart type. 7.0 Reports, Dashboards

What are the characteristics of the Stacked to 100% Bar chart in Salesforce? What is this chart type good at representing?

* Use this for proportions between values in each grouping where there may be a big disparity between the numbers in the groups (e.g. 50 vs. 1.5 MM). * All bars are the same overall length. * This is used primarily to study proportions between groups 7.0 Reports, Dashboards

What are the characteristics of the Side-by-Side Bar chart in Salesforce? What is this chart type good at representing?

* Use this type of a chart for multiple groupings when you're not necessarily interested in showing the total * Each value is represented by a set of bars * Difficult to show proportions vs a total with this chart type 7.0 Reports, Dashboards

List the 3 back up options for backing up / archiving Salesforce data.

1 & 2. Reports & Data Loader: Export specific data to Excel; export manually or schedule a report / Data Loader export to run periodically in the future. 3. Weekly Data Export Service (Schedule Export button): Obtain a complete set of Salesforce data for archiving. This process is automated 6.0 Managing Data

There are 5 basic pages an administrator can access in the Community Engagement Console. Select the 5 correct pages: 1. Overview 2. Customize 3. Activity 4. Groups 5. Create 6. Deployment Settings 7. Members 8. Jobs 9. System Alerts 10. User Licenses

1 - Overview 3 - Activity 4 - Groups 7 - Members 10 - User Licenses None of the other options relate to the Community Engagement Console, but are actually part of the normal administration settings in Setup. Summer 14 Release Training - Communities

Reputation Levels can be monitored within the Community Engagement Console. How to reputations work? 1. Users are assigned a level based on their level of contribution to the community 2. Users levels are based on metrics from the LinkedIn social media platform 3. Salesforce has gamified Communities enabling users to compete for special titles which equate to levels

1 - Users earn levels based their ongoing contribution to the community. Each interaction has a point value and as users interact, they earn points which support the various levels. Levels may be renamed by the administrator. Summer 14 Release Training - Communities

What features do gauges offer in a Dashboard in Salesforce?

* A gauge component is useful in showing progress towards a goal. * A gauge displays a point on a defined spectrum drawn from the grand total of a report. * Can be followed to get notification when a breakpoint is reached 7.0 Reports, Dashboards

What are the characteristics of Tabular Reports?

* A simple list of records * Used for mailing lists and activity reports * Do not summarize data or display sub-totals 7.0 Reports, Dashboards

How can you control access to reports and dashboards?

* Access to reports & dashboards is controlled through folders on the Reports tab * Access can be Read Only or Read/Write * Folders can be accessible to all users, hidden from all users, or shared using public groups or roles * Access to folders does NOT roll up in the role hierarchy 7.0 Reports, Dashboards

What are the characteristics of Report Filters and Filter Logic in Salesforce?

* Add up to 20 additional filters to a report * Use the Add button or drag fields from the preview pain into the Filter pane * Link multiple filtres using "and," "or," and "not" operators to create sophisticated conditions * Offset priority conditions using parentheses and nested parentheses 7.0 Reports, Dashboards

What are the characteristics of the Data Export Service used to backup or archive Salesforce data?

* Automated way of receiving a zip file of CSVs of all of your Salesforce data. * Is available within the application * Emails you when the zip files are ready 6.0 Managing Data

List the 5 types of single grouping charts.

* Bar Charts * Line Charts * Pie/Donut Charts * Funnel Charts * Scatter Charts 7.0 Reports, Dashboards

What features do charts offer in a Dashboard in Salesforce?

* Charts are good for comparing data graphically * Is based on data from an underlying report * Shows the field that the report is summarized on. 7.0 Reports, Dashboards

When deactivating an user, 3 things happen. List them.

1. Maintains the integrity of historical data 2. Prevents the user from accessing Salesforce 3. Frees up a user license 6.0 Managing Data

List the 7 enhancements to Communities provided in the Spring 14 release.

1. Members can flag files (as inappropriate) 2. Triggers can automatically flag files 3. Moderation actions are tracked in an audit trail 4. Communities are available in Salesforce1 5. Members can send each other private messages that cannot be tracked or searched in Chatter 6. Members can give, receive, and create badges 7. Members can be endorsed as knowledgeable. Spring 14 Release Training - Chatter

List 3 ways to obtain the Salesforce record ID for a set of records.

1. The record URL: When you go to the record detail page in Salesforce, the record ID is included in the URL and you can copy it. 2. Report: You can run a report and include the record ID on the report 3. A data loader export file: Similar to running a report, you can export data from Salesforce using data loader and include the record ID on the exported file. 6.0 Managing Data

Which of the following are valid reporting dashboard types available within the Community Engagement Console? (select 4) 1. Network Daily Login Metrics 2. Network Membership Daily Metrics 3. Network New User Metrics 4. Network Attrition Metrics 5. Network Activity Daily Metrics 6. Network Unique Contributor Daily Metrics 7. Network Resolution Metrics 8. Network Tenant Usage Entitlement Weekly Metrics

2 - Network Membership Daily Metrics 5 - Network Activity Daily Metrics 6 - Network Unique Contributor Daily Metrics 8 - Network Tenant Usage Entitlement Weekly Metrics Summer 14 Release Training - Communities

How many forecast types can an administrator enable within Salesforce in support of Collaborative Forecasts?

4 Spring 14 Training - Sales Cloud - available from Salesforce University. URL: https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S30000000h3eSEAQ

What can be modified using Report Options at the top of a summary report? (Select all that apply) a. Time frame b. How the records are grouped c. The columns displayed d. The fields that are summarized

A & B. 7.0 Reports, Dashboards - Knowledge Check Questions

How can Salesforce Console be used? (Select 2) a. Support agents can split workspaces across multiple screens b. Support agents can personalize which fields they see in the highlighted panel c. Sales reps can access multiple component types in a single sidebar d. External users can find articles using the Knowledge footer in the console

A & C exam Spring 14 Release Training - Sales Cloud

What can users do on a topic detail page? (Select 2) a. View people who are knowledgeable about the topic b. Rank knowledgeable people by level of expertise on the topic c. Endorse other people as knowledgeable about the topic d. Endorse themselves as knowledgeable about the topic.

A & C exam Spring 14 Release Training - Sales Cloud

What is a capability of Salesforce Orders? (Select 2) a. Orders can be created directly from an account or contract. b. Account and contact fields on an order can be modified c. Reduction orders can be created to process product returns d. An order can be associated with multiple price books.

A & C exam Spring 14 Release Training - Sales Cloud

What is a capability of collaborative forecasts? (Select 2) a. Filter forecast report data using the "My direct reports" filter. b. Show forecasts by territory in the Forecasts tab. c. View different types of forecasts in the Forecasts tab. d. Filter forecast report data by period in a custom fiscal year.

A & C exam Spring 14 Release Training - Sales Cloud

What is a capability of the Data Import Wizard? (Select 2) a. Example import values are displayed to help with field mapping b. An import file can be dragged into the wizard for uploading c. Field mappings can be saved and used in later imports d. Records can be imported for all standard and custom objects.

A & C exam Spring 14 Release Training - Sales Cloud

What is a capability of Case Feed? (Select 2) a. Drag and drop attachments into emails b. Continue a customer chat started through LiveAgent c. Use @mentions to reference Chatter External users d. Add inline images to emails from the publisher

A & D exam Spring 14 Release Training - Sales Cloud

How do you share files with others using Salesforce File Sync? Select all that apply: a. Chatter b. Facebook c. Sync Notifier d. Copy/paste link to send via email

A & D only. Spring 14 Release Training - Chatter

Which of the following statements are true about importing data using the Import Wizard? (Select all that apply) a. You can import accounts, contacts, leads, solutions, and custom objects using the Import Wizard b. You can work with both records of data and metadata c. Standard users can import tup to 50k accounts or contact records at a time d. Standard users can import up to 500 account or contact records at a time

A & D. When you use the Import Wizard to import data, you can import accounts, contacts, leads, solutions, and custom objects. Also, standard users can import up to 500 account or contact records at a time. 6.0 Managing Data

You may add up to ____ filter options on a Dashboard a. 10 b. 20 c. 30 d. 40

A - 10 7.0 Reports, Dashboards - Knowledge Check Questions

Dynamic Dashboards deliver data based on login credentials of the user viewing the report as opposed to the "running user" a. True b. False

A - False 7.0 Reports, Dashboards

What types of things are defined in the email letterhead? a. Logo b. Message content -B c. Page color d. Text settings for emails e. Subject -B f. Merge Fields -B g. Layouts (e.g. formal letter or promotion)

A - Logo C - Page Color D - Text settings for emails G - Layouts 8.0 Automation

What should a system administrator use to disable access to a custom application for a group of users? a. Profiles b. Sharing rules c. Web tabs d. Page layouts

A - Profiles 3.0 Setting Up and Managing Users (this question was taken from the Salesforce Certification site which provided sample questions) URL: http://certification.salesforce.com/administrators

An administrator of a Salesforce Community Engagement Console may enable users to login to Chatter without a password using the miscellaneous settings in Communities. a. True b. False

A - TRUE Summer 14 Release Training - Sales Cloud

Price book object is customizable. You can add a picklist field called "Charge Model". This would enable users to view products by this new field. a. True b. False

A - TRUE Summer 14 Release Training - Sales Cloud

With the ability to customize Opportunity Splits in Sales Cloud, it is possible to set up a split on a field other than Opportunity Amount or Revenue, such as a custom field called "Margin". a. True b. False c. True, except for opportunities not based in the user's currency settings

A - TRUE Summer 14 Release Training - Sales Cloud

The Printable View button and Export Details button available on reports can be accessed on the report, but are not available on the Report Builder. A user must first Run Report in order to access these buttons. a. True b. False

A - True 7.0 Reports, Dashboards

It is NOT possible to create email alerts on workflow rules related to Activities. a. True b. False

A - True 8.0 Automation

With field updates pertaining to workflow in Salesforce, it is possible to automatically change the value of a field immediately or at a given time. Additionally, depending on the type of field, it is possible to make the value blank or calculate a value based on a formula. a. True b. False

A - True 8.0 Automation

Workflow rules can trigger internal alerts, such as API/SOAP messages to other internal systems, such as from Salesforce to an Order Fulfillment system a. True b. False

A - True 8.0 Automation

If the Salesforce ID of a record being imported is the same as the Salesforce ID of a record already in Salesforce, it will be treated as a duplicate. a. True b. False

A - True. 6.0 Managing Data

Sales users can import their own personal accounts contacts, as well as leads they may have obtained at a trade show, using the new Data Import Wizard introduced in Spring 14 for Sales Cloud. a. True b. False

A - True. Spring 14 Training - Force.com - available from Salesforce University. URL: https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S30000000h3eSEAQ

Collaborative Forecasts in Sales Cloud now support the "My Direct Reports" filter in Reports. a. True b. False

A - True. Spring 14 Training - Sales Cloud - available from Salesforce University. URL: https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S30000000h3eSEAQ

Which tools are available to an administrator in Email Administration? a. Create organization-wide email addresses b. Set up CC email for compliance reason c. Enable email to Salesforce that automatically logs incoming calls as activities on lead & contact records d. Stop end users from downloading harmful attachments e. Setup default footers for individual emails

A - True. B - False. Setup BCC email, not CC email C - False. It will log emails sent from third-party email accounts, not incoming calls D - True E - False. Default footers can be set up on individual AND mass emails. 8.0 Automation

Visibility into List Pool Purchases, expiration dates, and usage are available to users of Data.com Prospector as of the Spring 2014 release. a. True b. False

A - True. Record additions limit the number of records users can download or export from Data.com. Data.com List Users share record additions from a pool. List pool purchases can be made at any time and are tracked SEPARATELY from a user's monthly record download limit. Individual monthly limits expire at the end of the month, whereas list pool purchases expire one year from the purchase date. Therefore, it is important to ensure users are utilizing their monthly limit downloads BEFORE they start using the list pool download credits. Spring 14 Training - Data.com available from Salesforce University URL: https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S30000000h3eSEAQ

If a time-based workflow rule is triggered, its time-dependent actions are placed in a queue. For example, a time-based workflow action may trigger an outbound email to a customer 1 month prior to expiration of a subscription. This will sit in the queue until 1 month prior to expiration. If that customer renews the day before the 1-month reminder, Salesforce will still send the email. a. True b. False

A - True. The rule will remain in the queue because the criteria in the queue will be worded to send the email on a scheduled date; it is not related to actual value in the subscription renewal date. The original time-based rule created the scheduled email reminder date based subscription renewal date minus one month, but after that, the action in the queue is no longer tied to any update to the subscription renewal date. An administrator would need to delete the action in the queue manually. 8.0 Automation

A user can update the DnB data associated to an account, even if the customer does not have licenses for Data.com Clean. a. True b. False

A - True. This applies to Data.com Premium Prospector customers who do not have Clean. Over time, the D&B data for accounts previously downloaded from Data.com Prospector could age and become out of date. As of this recent change, the D&B data associated with accounts downloaded from Data.com can be refreshed using the "Refresh" button contained on the Account layout page. Spring 14 Training - Data.com available from Salesforce University URL: https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S30000000h3eSEAQ

Outlook users have the ability to select which attachments they want to add to their Salesforce records. Users can do this by clicking on the paperclip icon in the side view panel. a. True b. False

A - True. This capability must be first enabled by the Salesforce administrator. This is not available by default. Spring 14 Release Training - Sales Cloud

Data.com List User license types are now tied to regular Data.com User license types. a. True b. False

A - True. This ensures a Data.com List Users monthly limit, which expires at the end of the month, doesnt go to waste. For example, lets assume a user with a Data.com List User license has a list pool of 500 records and a monthly download limit of 100. If this user downloads or exports 200 records, Data.com will debit the first 100 records (100-100=0 monthly download credits) from the user's monthly downloads FIRST before debiting from the remaining 100 from the list pool (500-100=300 remaining list pool downloads). This means the List Users monthly downloads that expire each month will not go to waste. Spring 14 Training - Data.com available from Salesforce University URL: https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S30000000h3eSEAQ

Access to a report is determined by the folder in which the report is stored. a. True b. False

A - True. Users can only run reports stored in folders to which they have access. 7.0 Reports, Dashboards - Knowledge Check Questions

An administrator may assign workflow tasks to roles with multiple users. a. True b. False

A - True. While it is possible to assign rules to roles with multiple users, this is not considered a best practice. To assign rules to roles with multiple users, its best to create multiple tasks with one task per user. This can be done from a single workflow rule. 8.0 Automation

Which of the following statements is true about the use of Orders in Sales Cloud? a. After an order is approved, the Account and Contract field cannot be modified. b. Orders follow the sharing model of the Account & Contract. c. The Activate Orders permission is required to change the status of an order from Draft, Activated d. The Edit Activated Orders permission is required to de-activate an activated order. e. Only orders where Status = Draft can be reduced. f. Users can reduce multiple orders with one reduction entry. g. Reduction orders must be removed from an order before you can deactivate an order.

A = FALSE. Once an order is CREATED, the account and contract records cannot be modified. B = FALSE. Orders only follow the sharing model of the account. C = TRUE D = TRUE, however they do not need this permission to edit an order that is still in Draft status. E = FALSE. Only orders that have been activated can be reduced F = FALSE. Users can only reduce one order at a time. There is no bulk reduce feature to affect multiple orders. G = TRUE Spring 14 Training - Sales Cloud - available from Salesforce University. URL: https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S30000000h3eSEAQ

What functionality does the Grouping by Date Fields provide?

A user can select the "Group by Dates" option to determine how records are grouped. For example a user may display all closed opportunities with a close date in the same Calendar Week, Calendar Month, or Calendar Quarter. 7.0 Reports, Dashboards

Which tasks can an administrator perform? a. Run a report on Monday, and then schedule the same report to run every Monday for the next 4 weeks b. Schedule a report to run only once a week from today c. Schedule a report to be emailed to a recipient who is not a user d. Schedule a report to run approximately at 6:00 pm

A, B, and D. You cannot schedule a report to be emailed to a recipient who is not a user. 7.0 Reports, Dashboards - Knowledge Check Questions

What should a system administrator consider before importing a set of records into Salesforce? (Select all that apply) a. The import file should include a record owner for each record. b. Currency field values will default to the personal currency of the record owner. c. Data should be de-duplicated in the import file prior to import. d. Validation rules are not triggered when importing data using the import wizard.

A, C. 3.0 Setting Up and Managing Users (this question was taken from the Salesforce Certification site which provided sample questions) URL: http://certification.salesforce.com/administrators

Which of the following email templates are available in Salesforce? a. Web-to-Lead b. Web-to-Activity c. Email-to-Activity d. Assignment rules e. Escalation rules f. Auto-activity rules g. Workflow

A, D, E, and G - The corrected list is as follows: a. Web-to-Lead b. Web-to-case (not activity) c. Email-to-case (not activity) d. Assignment rules e. Escalation rules f. Auto-response rules (not activity) g. Workflow 8.0 Automation

How is the Data Import Wizard introduced in the Spring 14 edition different from the previous Data Import Wizard? a. Same interface for all objects b. No support for Custom objects c. Specify routing & workflow rules d. Drag & drop files into the wizard e. Visual cues to identify unmapped field f. Example values from import file to assist with field mapping g. No restrictions on required fields h. Review summary before import i. Ability to import up to 100k records

All are true except for B, G, and I. The new Data Import Wizard supports importing of data for custom objects, same as the old Data Import Wizard (this pertains to B). The wizard will provide an error message if data is not mapped to required fields. This was an issue in the previous Data Import Wizard where records would simply be dropped from the import without any notification to the user (this pertains to G). You will not be able to import the data until all required fields are filled. The new Data Import wizard continues to support importing of up to 50K records at a time, not 100k. Spring 14 Training - Force.com - available from Salesforce University. URL: https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S30000000h3eSEAQ

If you add a chart component to a dashboard, you can choose between which of the following chart types? a. Horizontal bar b. Chronological timeline c. Vertical column d. Line e. Pie

All except B. There's no such thing as a Chronological timeline in charts in Salesforce. 7.0 Reports, Dashboards - Knowledge Check Questions

Which statement is NOT true for custom summary formulas? a. You can have a maximum of 5 on a report b. The formula can reference other summary formulas c. The calculation only applies to summary rows, not detail rows d. The formula can reference custom formula fields in the data

B 7.0 Reports, Dashboards - Knowledge Check Questions

Which Salesforce feature is used to create cases from the Salesforce side panel in Outlook? a. Workflow actions b. Global create actions c. Email-to-case d. Web-to-case

B exam Spring 14 Release Training - Sales Cloud

Outlook users can view the new side view panel from the Tasks window in Outlook. What does this allow Outlook users to do? (Select 2) a. Add Outlook tasks multiple Salesforce Opportunities b. Add Outlook tasks to multiple Salesforce Contacts c. Add Outlook tasks to one other record that accepts tasks, such as an account or opportunity d. Add Outlook tasks to multiple Salesforce Accounts

B & C Spring 14 Release Training - Sales Cloud

The Salesforce Community Engagement Console gives an administrator the ability to monitor which of the following right in the community itself in the form of dashboards? (select 2) a. Add/remove users b. Manage the reputation system c. Manage "health" of the community (i.e. level of interaction, unanswered questions, etc.) d. Control permissions of Community administrators

B & C Summer 14 Release Training - Communities

How can Salesforce File Sync be used? (select 2) a. Control which version of a file is visible to each user. b. Sync files between Salesforce and your computer c. Share files with users by profile and role d. Collaborate on files with Chatter users and groups.

B & D exam Spring 14 Release Training - Sales Cloud

What option is available to a user when building a dashboard? (Select 2) a. Display data from multiple reports in a single document b. Display fractions as percentages in a table component c. Add up to 50 components to a single dashboard d. Group and name dashboard filter values.

B & D exam Spring 14 Release Training - Sales Cloud

How can an administrator customize reporting for users? (select 2) a. Limit the number of reports a user can create b. Hide report types from all users c. Enable historical trending reports for campaigns d. Remove footer information from exported reports

B & D. exam Spring 14 Release Training - Sales Cloud

An administrator may add as many as _____ time triggers to a single workflow action. a. 5 b. 10 c. 15 d. 20 e. 25

B - 10 8.0 Automation

A dashboard in Salesforce is a visual representation of key business information displaying data from custom source reports, and can be based on as many as ______ components. a. 10 b. 20 c. 30 d. 40

B - 20 7.0 Reports, Dashboards

Which type of reports can be used to create dashboards? a. Standard b. Custom c. Standard Opportunity d. Standard Account

B - Dashboards are created based on custom reports. 7.0 Reports, Dashboards - Knowledge Check Questions

Fields related to opportunity splits in Sales Cloud can be created in the Customize section for Opportunities in the Setup section of Sales Cloud a. True b. False

B - FALSE There is a special section under Customize - Opportunities called "Opportunity Splits" where you can create fields, validation rules, triggers, page layouts, and settings that are specific to opportunity splits only. Summer 14 Release Training - Sales Cloud

Workflow tasks are not tracked in activity history, and therefore cannot be reported on. a. True b. False

B - False 8.0 Automation

With regards to accounts in Salesforce, the terms "Salesforce ID," "Record ID," and "Account ID" all refer to different identifiers for an account. a. True b. False

B - False. All of these terms are synonymous in Salesforce. 6.0 Managing Data

A good way to track history is to use outbound workflow messages to create an audit trail. This will track all changes and can be used effectively instead of object history. a. True b. False

B - False. An administrator should never use outbound workflow messages to create an audit trail because the data may have changed due to an update that occurred after the message was sent, maybe delivered after a delay, if the end point is not available, or may not be delivered at all if the end point is not available after 24 hours. 8.0 Automation

Data visibility related to dashboards is dependent on the user who is running and viewing the report, meaning that the data presented in the report is dynamic based on the user. a. True b. False

B - False. Each dashboard has a running user to determine what data is visible and is not necessarily related to the user who is running and viewing the report. 7.0 Reports, Dashboards

Validation rules do not apply to records that are imported via the Import Wizard a. True b. False

B - False. If a record fails data validation rules or if the record is missing required fields, the record will fail and will not be imported during the import process. 6.0 Managing Data

When creating an email template, if the administrator leaves the Text Only Email Content empty, then a user will see a blank page if they are not able to process HTML a. True b. False

B - False. If the administrator leaves the Text Only Email Content empty, then Salesforce will read the HTML content and provide a Text Only version based on this content. It will never be blank. 8.0 Automation

During Data.com Clean jobs, it is not possible to overwrite values in a customer record that differ from the Data.com value. a. True b. False

B - False. It is possible to overwrite values in a customer record when the value in the customer record differs from the most current value in Data.com. For example, if a customer wants to automatically update the value for Annual Revenue when it is updated in Data.com, the administrator can set Data.com to overwrite the values in this field. Spring 14 Training - Data.com available from Salesforce University URL: https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S30000000h3eSEAQ

By clicking on the "Export Details" button on a report, a user has the option to save as a PDF, Excel, or CSV format for the report. a. True b. False

B - False. Only Excel and CSV formats are available for export, not PDF. Formatting, groupings, and sub-totals will be lost in both of these options. 7.0 Reports, Dashboards

Rules created after saving records will trigger for records retroactively, meaning they will evaluate for records created before the workflow rule was created. a. True b. False

B - False. Rules create after saving records do NOT trigger for those records retroactively. 8.0 Automation

Workflow actions can trigger immediately once a record is saved, or they can be time delayed. Time triggers can be defined in days, hours, and minutes, but not in seconds. a. True b. False

B - False. Salesforce only supports defining of time triggers in days and hours, but NOT in minutes and seconds. 8.0 Automation

By clicking the "Printable View" button on a report, a PDF version of the report is created which maintains all formatting, grouping, and sub-totals from the original report. a. True b. False

B - False. The Printable View button will create a version of the report in MS Excel, not a PDF version. Everything else about the statement is correct. 7.0 Reports, Dashboards

Once a price book has been associated with an order, the pricebook may not be changed or removed. a. True b. False

B - False. When price books were initially released in Spring 14, they could not be customized. As of the Summer 14 release, it is now possible to customize price books. Summer 14 Release Training - Sales Cloud

Similar to workflow tasks that automatically create multiple tasks when assigning tasks to roles with multiple users, when a workflow rule triggers an action to send an email to a role with multiple users, it will send an email to each user in the role. a. True b. False

B - False. Workflow tasks will not automatically create a unique task for each user in a role that contains multiple users. It can be configured to do so, but unlike Email Alerts where emails will automatically be sent to each user in the role, the administrator must specifically setup the rule to generate multiple tasks - one for each user - in a role with multiple users. 8.0 Automation

What types of things are defined in the email Body? a. Logo b. Message content -B c. Page color d. Text settings for emails e. Subject -B f. Merge Fields -B g. Layouts (e.g. formal letter or promotion)

B - Message content E - Subject F - Merge Fields 8.0 Automation

Which two items below comprise Salesforce workflow? (Select 2) a. Permissions b. Rules c. Processes d. Updates e. Actions f. Definitions

B and E. 8.0 Automation

What are the 4 types of email templates that can be created in Salesforce? a. CSV b. Text c. HTML (using Letterhead) d. Java e. Custom (without Letterhead) f. Force.com g. Visualforce

B, C, E, & G Text: Easiest to use because it does not contain HTML or large graphic files HTML: Letterhead must be setup prior to selecting this option. Visualforce: This is used when you require a high amount of customization. 8.0 Automation

Select all of the items an Outlook user can add to their Salesforce records from the Outlook side panel: a. Opportunities b. Emails c. Attachments d. Contacts e. Events f. Tasks

B, C, E, and F Spring 14 Release Training - Sales Cloud

In Data.com Clean, an administrator may select Job Bypass options. Which options are available for bypass? a. Records where Data.com Clean Status = "Not Compared" may be skipped. b. Records where Data.com Clean Status = "Skipped" may be skipped. c. Triggers (APEX) may be bypassed d. Workflow rules may be bypassed

B, C, and D. Note that "skipped" records are automatically bypassed during incremental Data.com Clean sync jobs. Spring 14 Training - Data.com available from Salesforce University URL: https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S30000000h3eSEAQ

When a file is added to the Salesforce File Sync folder, it will be uploaded to Salesforce and may be accessed via which of the following means? a. Email b. Desktop c. Mobile Devices d. Salesforce1 App

B, C, and D. You basically need to be able to access the Salesforce org where the files are stored. So on a mobile device, you're just accessing the file via Salesforce1, on the desktop its via the standard Salesforce URL and login. So saying Salesforce1 and mobile devices is basically redundant, but this is what they have in the training. Spring 14 Release Training - Chatter

What can an administrator do using SalesforceA on a mobile device? (Select 3) a. Create a new user b. Reset a user's password c. Assign a user to a custom profile d. Assign a permission set to a user e. Freeze a user

B, D, and E exam Spring 14 Release Training - Sales Cloud

How is access to email templates maintained? (Select all that apply) a. Profile b. Role c. Folder in which they are contained d. Custom permissions

C 8.0 Automation

Administrators can enable task notification in Salesforce under Activity Settings. What options do users have to utilize this functionality? (Select 2) a. Users can toggle the ability to receive SMS notification when a task is updated b. Users can elect to receive a Chatter notification in SF1 when a task is assigned c. Users can elect to receive an email when a task is assigned to them d. This function is a global setting e. This function is a local setting

C & D Spring 14 Release Training - Sales Cloud

How can an administrator control access to the Salesforce1 mobile application? (Select 2) a. Assign the Mobile User a standard profile. b. Enforce IP restrictions for mobile devices c. Create and assign a mobile configuration d. Define which users have login access.

C & D exam Spring 14 Release Training - Sales Cloud

How can Sales Knowledge be used in the Sales Console? (select 2) a. A support agent can track the status of articles using the interaction log layout. b. A sales rep can create an article from the Solutions related list on an opportunity c. A support agent can create and article from the Knowledge widget without leaving the case d. A sales rep can search for articles using the Knowledge footer while viewing and opportunity.

C & D. exam Spring 14 Release Training - Sales Cloud

Once a scheduled report runs, what will email recipients receive? (Select all that apply) a. An email with an Excel attachment containing the details of the report b. A email with a CSV attachment containing the details of the report c. An email with an HTML version of the report embedded in the email d. A link to the actual report in Salesforce

C & D. 7.0 Reports, Dashboards

Identify the statements that are true about the deactivation of a user. (Select all that apply) a. All records associated to the user are deleted from Salesforce b. The user can continue to access Salesforce with his credentials c. The integrity of historical data is maintained d. The user is prevented from accessing Salesforce e. Deactivation frees up a Salesforce user license

C, D, E. Deactivating a user will never delete the work he/she has done on accounts and other records. It will only prevent logging in with his credentials and will free one user license in the organization. 6.0 Managing Data

When using Data.com Prospector, what happens when a user selects more records to download than their record limit allows? a. The download will create an error message and the user will not be able to download the records. b. The user will be allowed to download the records and the customer will be automatically charged for the additional download. Additionally, the Salesforce administrator will be notified via email. c. The user will be able to download up to their download limit with the option to include or exclude records already downloaded by their organization.

C. Spring 14 Training - Data.com available from Salesforce University URL: https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S30000000h3eSEAQ

When creating a Dashboard, the creator must specify a user to run the Dashboard as. This means: a. The visibility rules of the user viewing the report will define the data visible in the report b. The visibility rules of the running user will define the data that is visible in the dashboard at summary and detail levels c. The visibility rules of the running user will define the data that is visible in the dashboard, but if a user clicks on a component to see details, they will only see data they are permitted to see

C. The Running User defines the data that can be seen in the report. That means viewers will potentially see more summarized data than their role or profile allow, albeit it will be in summarized (not detail) form. If the user clicks on one of the components to view the detail level records, they will only be able to see data that they have permissions to view. 7.0 Reports, Dashboards

Opportunity splits can will support splitting the value of an opportunity between 2 or more sales representatives based on which of the following? Select 1 1. Split criteria can be based on any fields available on the opportunity 2. Split criteria can be based only on standard fields associated with the Opportunity - no custom fields may be used. 3. Opportunity splits may not be customized, but can be configured to specify which territories or regions may be part of a split 4. Splits criteria can be based only on opportunity stage and type.

CORRECT ANSWER 1. Split criteria can be based on any fields available on the opportunity Summer 14 Release Training - Sales Cloud

What do Collaborative Forecasts provide in Sales Cloud?

Collaborative Forecasts provide a realtime view of the forecast to help your sales team predict sales based on the opportunities your team has in their pipeline. The Spring '14 release enables a team to review different types of forecasts so that they can predict sales from multiple perspectives. Examples of different perspectives include Opportunity Revenue, Product Family Quantity, or Revenue Splits. Spring '14 Training - Sales Cloud - available from Salesforce University. URL: https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S30000000h3eSEAQ

Collaborative Forecasts can display 'overlay splits.' What is the purpose of this function? a. Provide visibility to forecasts for sales representatives supporting multiple products. b. Enable managers of sales representatives from other business units to view a forecast c. Enable a manager to view forecasts from sales representatives who are not responsible for the opportunity. d. Enable a manager to view credit splits of opportunities for all representatives who will receive credit for the deal on their team.

D Spring 14 Release Training - Sales Cloud

Which criteria does Salesforce allow an administrator to use when determining when the criteria will be evaluated for a workflow rule? (Select all that apply) a. when the record is created b. when the record is created and every time it's edited c. when its created, and any time it's edited to subsequently meet criteria d. all of the above

D 8.0 Automation

How many days will the Recycle Bin hold deleted data? a. 10 b. 5 c. 8 d. 15

D - 15. The Recycle Bin will hold data for 15 days before permanently deleting it. 6.0 Managing Data

A workflow rule may trigger as many as _____ actions. a. 20 b. 40 c. 60 d. 80 e. 100

D - 80 8.0 Automation

Which of the following Sales Cloud features are supported in Outlook? a. Create cases b. Receive notification that a new version of Salesforce for Outlook is available c. Administrators can track which version of Salesforce for Outlook each user is using d. All of the above

D - All of the above Spring 14 Training - Sales Cloud - available from Salesforce University. URL: https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S30000000h3eSEAQ

What are Dashboard snapshots?

Dashboard snapshots are static displays of a dashboard that can be posted to a group feed for viewing. It is not possible to set permissions for viewing of snapshots; they do not follow dashboard viewing settings. 7.0 Reports, Dashboards

A single SOAP message can include as many as _____ notifications (pertaining to Workflow). a. 20 b. 40 c. 60 d. 80 e. 100

E - 100. Each notification in the SOAM message will be linked to a ID that uniquely identifies a Salesforce record and references that record's data. 8.0 Automation

Users can sync files with their Saleforce Org, but cannot share files with other users through this function. a. True b. False

False - users can share files with others and collaborate on files with others as well with Salesforce File Sync. Spring 14 Release Training - Chatter

Workflow actions consist of which 4 items? (Select 4) a. Action(s) b. Field update(s) c. Trigger(s) d. Email Alert(s) e. Task(s) f. Evaluation Criteria g. Automation rule(s) h. Outbound Message(s) i. Processes

Field updates (b), Email Alerts (d), Tasks (e), and Outbound Messages (h). 8.0 Automation

Where can you find your sync'd files in Salesforce File Sync?

Find your synced files in your Salesforce Files folder on your computer, in Salesforce on the Web, and in Salesforce1 on mobile devices. • On Windows, the Salesforce Files folder is located at C:\Users\User Name\Salesforce Files, where User Name is your Windows user name. On Mac, the Salesforce Files folder is located at /Users/User Name/Salesforce Files, where User Name is your Mac user name. • In Salesforce on the Web, click the Files tab, then click the Synced filter to access your synced files. • On mobile devices, in Salesforce1, tap the icon in your Windows icon tray or Mac menu, then tap Files to access your synced files. Spring 14 Release Training - Chatter

How does an administrator enable the Orders function in Sales Cloud?

For users with organizations created prior to the Spring 14 release, administrators will put a check in the "Enable Orders checkbox in Setup. Administrators may also enable Reduction Orders and Negative Quantity. When they enable this functionality, they can check boxes for accounts and contracts to enable the viewing of the Orders related list object. Spring 14 Training - Sales Cloud - available from Salesforce University. URL: https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S30000000h3eSEAQ

Which features will the Import Wizard support? a. Import fewer than 50k records b. Schedule imports c. Load 50k - 5 MM records d. Be alerted to duplicates e. Update, upsert, export, or delete data f. Load all objects g. Save mappings for later use h. Choose whether or not to trigger workflow

Import Wizard supports the following: a. Import fewer than 50k records d. Be alerted to duplicates h. Choose whether or not to trigger workflow rules 6.0 Managing Data

What does the Mass Transfer function under Data Management in Setup do?

It enables an administrator to easily transfer ownership of accounts, opportunities, cases to a new owner. It also allows the administrator to specify whether or not to transfer closed opportunities and cases, as well as specify subsections of records to transfer (e.g. by geography) 6.0 Managing Data

What is Salesforce File Sync?

It's a cloud based file management system that allows users to easily sync files to their Salesforce Org. Salesforce Files makes file management, syncing, and sharing easier than ever! Salesforce Files creates a folder (named Salesforce Files) on your computer and an icon ( ) in your Windows system tray and Mac menu bar. When you save a file in your Salesforce Files folder, the file automatically syncs with Salesforce, Salesforce1, and any other computer that you install Salesforce Files on. You can access the file online, on mobile, and on all your computers—no email required! Spring 14 Release Training - Chatter

How can literal date values in custom report filters help a user to customize a report? In what circumstances are literal date values useful in reporting?

Literal date values provide the ability to filter by criteria such as "yesterday," "last week," "tomorrow," or "next quarter." For additional flexibility, users can use variables in literal date values for days, quarters, and years. Examples include "last n days," "last n quarters", or "next n weeks." 7.0 Reports, Dashboards

What features to metric components offer in a Dashboard in Salesforce?

Metrics consist of a single summary value from the grand total of a report. Metrics support conditional highlighting and can be used to generate notifications as specific values. 7.0 Reports, Dashboards

What are the two ways to access Email template folders?

My Templates (Personal Setup): Users can view templates in folders they have access to, and create new ones in any Read/Write folder they have access to. Email Templates (Administration Setup): Administrators can create and edit folders and templates 8.0 Automation

What are Salesforce Orders?

Orders create an agreement between your company and a customer to provision services or deliver products with a known quantity, price, and time. Spring 14 Release Training - Sales Cloud

What features do Salesforce orders in Sales Cloud provide?

Orders create an agreement between your company and a customer to provision services or deliver products with a known quantity, price, and time. Spring 14 Training - Sales Cloud - available from Salesforce University. URL: https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S30000000h3eSEAQ

How does Salesforce define the term Reports?

Reports are lists or summaries that allow you to aggregate and analyze your data in different ways. 7.0 Reports, Dashboards

What are the 2 types of reports? What are the characteristics of each?

Standard Reports: * Built In * Stored in standard folders * Can be customized * Saved as custom reports since they can't be overwritten (can't save changes to them) Custom Reports * Can be built from scratch * Can be created by customizing standard reports * Must be saved in a custom, personal, or unfiled folder 7.0 Reports, Dashboards

How much space does a user have for synchronizing files using Salesforce File Sync?

Storage in Salesforce Files is based on the number of user licenses that your company has. To purchase additional storage or user licenses, contact salesforce.com. Users can sync up to a combined total of 2,000 files and folders but not more than 500 folders at once. For example, users can sync 1,700 files and 300 folders, or 2,000 files, but not 300 files and 1,700 folders. Spring 14 Release Training - Chatter

You can use the Community Engagement Console to select which dashboards appear. The selections you make are applicable to all communities. You cannot select different dashboards for different communities. a. True b. False

TRUE Summer 14 Release Training - Communities

Which features will the Data Loader support? a. Import fewer than 50k records b. Schedule imports c. Load 50k - 5 MM records d. Be alerted to duplicates e. Update, upsert, export, or delete data f. Load all objects g. Save mappings for later use h. Choose whether or not to trigger workflow

The Data Loader will support the following: b. Schedule Imports c. Load 50k - 5 MM records e. Update, upsert, export, or delete data f. Load all objects g. Save mappings for later use 6.0 Managing Data

What is the purpose of the icon in your system tray or Mac menu bar pertaining to Salesforce File Sync?

The icon provides easy access to Salesforce Files directly from your system tray (Windows) ormenu bar (Mac). Right-click to work with your synced files. You can open your Salesforce Files folder, view your synced files on the Web, see your file storage usage, check the real-time sync status of your files, edit your connection to Salesforce, offer feedback, and visit the help site. If an update is available, you can install the update too. Spring 14 Release Training - Chatter

What is the largest file you can synchronize using Salesforce File Sync?

The maximum file size you can upload is 500 MB using the installed desktop client, and 2 GB online, in Salesforce. Spring 14 Release Training - Chatter

What is a valid reason for delay of imported records into Salesforce using the Data Import Wizard?

The wizard uses bulk API calls, which means imports may not process immediately and might be subject to delay. Spring 14 Training - Force.com - available from Salesforce University. URL: https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S30000000h3eSEAQ

What is an important thing to keep in mind when using the Data Export Service to backup or archive Salesforce data?

The zip files of CSVs of all of your Salesforce data are deleted after 48 hours after creation, regardless of whether they are downloaded or not. 6.0 Managing Data

What are Topics For Objects per the Spring 14 release training?

Topics for objects allows a user to tag specific records with information that links them to related content, conversations, and knowledgeable people. Adding topics makes records easier to find. Spring 14 Release Training - Chatter

To enable Salesforce File Sync, the org system admin needs to enable the functionality by going into Chatter - Settings - File Sync - and put a check in the box that says Allow File Sync.

True Spring 14 Release Training - Chatter

How do you sync files using Salesforce File Sync?

When you add, remove, or modify (edit and save, or rename) a file in the Salesforce Files folder on your computer, Salesforce Files automatically syncs the file with Salesforce on the Web, Salesforce1 on your mobile devices, and all other computers you've installed Salesforce Files on. Spring 14 Release Training - Chatter

Is Salesforce File Sync secure?

Yes. Salesforce Files has the same level of security you've come to know and trust from salesforce.com and uses some of the most advanced technology for Internet security available today. Spring 14 Release Training - Chatter

When you sync files using Salesforce File Sync, are they private?

Your files in Salesforce Files are private by default. When you share a file, you can assign view-only or collaborator privileges. To manage who a file is shared with, visit the file's detail page in Chatter. Spring 14 Release Training - Chatter

Some of the ways Topics For Objects may be used include: (select all that apply) a. A sales rep may use topics to organize contacts from a conference b. Support agents can quickly find experts on a topic to quickly close a case c. Account executives can use topics to find groups that share the same interest in the same products, and find contacts who share similar interests.

a, b, and c. Spring 14 Release Training - Chatter

Which sharing options do you have when uploading a file to Salesforce using Salesforce File Sync? a. People b. Groups c. Share via link d. email the file

a, b, c, and d. Yes, you can do all 4. Spring 14 Release Training - Chatter

Salesforce orders may be added to which of the following objects? Select all that apply. a. Account b. Asset c. Opportunity d. Contract e. Files f. Contact g. Lead

a, d. Spring 14 Release Training - Sales Cloud

List the 3 report packages available for download from the AppExchange related to Data.com.

a. Data.com Prospector Reports b. Data.com Premium Reports c. Data.com Clean Reports Note: Administrators need to uninstall the old Data.com Reports package and install these new packages according to what product they use. Spring 14 Training - Data.com available from Salesforce University. URL: https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S30000000h3eSEAQ

Which types of forecasts are supported by Collaborative Forecast feature in Sales Cloud?

a. Opportunity Revenue b. Opportunity Quantity c. Product Family Revenue d. Product Family Quantity e. Revenue Splits Spring 14 Training - Sales Cloud - available from Salesforce University. URL: https://help.salesforce.com/HTTrainingModulesDetail?courseId=a1S30000000h3eSEAQ

If you modify a file that you have previously sync'd with Salesforce File Sync, you don't have to upload the new copy. The new version will automatically be synchronized and shared per previously set sharing permissions. a. True b. False