SFDC 401 Flash Cards – Flashcards
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Your support SLA requires that the associated contact automatically receives an email when a case escalates. How would you achieve this?
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A combination of workflow and escalation rules. Configure an escalation rule to determine when and under what circumstances a case escalates. When escalation occurs, use workflow to send email to a designated contact email address.
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Your recycle bin record limit is _____times the MBs in your general storage.
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250
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You want to setup a Case Management system so that cases with Tier 1 support in the Americas have the following statuses New, Working, Hold and Closed while their APAC counterparts have New, In Process, Verification and Closed. What will you need to have?
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At least two case Record Types. Two Support Processes
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You need which permission to specify a running user other than yourself.
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View All Data
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You must create the business process before creating record types for each of these objects except
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Campaign
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You create a lookup field from a custom object to the Contact object. When a user looks at the custom object's related list on a contact record, the user sees only one column. How would you allow users to see more columns?
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Modify the related list for the custom object on the Contact page layout.
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You can set up SFDC to automatically send email alerts, assign tasks, or update field values based on your organization's workflow. True or False
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True
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You can then associate each business process with one or more record types and make it available to users based on their.
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Profile
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You can use conditional highlighting on which type of reports?
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Summary and Matrix
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You can use inline editing to maintain all detail pages in the application except for....?
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Documents and Forecasts
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Your Organization Is A Us-Based Company With A Default Currency Of Us Dollars. As A Sales Rep, Your Personal Currency Is Set To British Pounds. You Create An Opportunity With A Currency In British Pounds. The Administrator Updates The Currency Conversion Rates. What Happens To The Amount Of Your British-Pound-Based Opportunity?
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The Overall Opportunity Amount Does Not Change But The Converted Amount In A Report Does.
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Your Customer Is Using Professional Edition. They Want The Ability To Trigger An Email Every Time An Opportunity Reaches 90% And The Amount Of The Opportunity Is One Million Dollars. What Is The Best Way To Accomplish This?
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Big Deal Alert
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You Must Run The Report Before You Can Print Or Export It Because The Printable View And Export Details Buttons Are Not Available In The Report Builder. True or False
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True
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You Must Be A User Of Salesforce.Com In Order To Receive An Email Notification In The Case Escalation Process. True or False
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False
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You Have Successfully Implemented Salesforce Crm Ideas. As More And More People Use This Initiative, You Get More And More Feedback About The Popular Ideas Sub-Tab Not Being Updated. Which Of The Following Actions Shall You Take?
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Decrease The Half-Life Of Ideas.
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You Cannot Use The Browser'S Print Function To Print Reports. True or False
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False
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You Cannot Deleted A Product That Is Used On An Opportunity? True or False
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True
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You Cannot Delete The Standard Price Book Or A Price Book That Is On An Opportunity? True or False
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True
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You Cannot Delete A Product That Is Used On An Opportunity. True or False
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True
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You Can Use The Import Wizard To Erase Existing Data, True Or False?
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False
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You Can Use Standard Reports When Creating Dashboards. True or False
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False
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You Can Use Conditional Highlighting For Summary And Matrix Report Only. True or False
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True
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You Can Share The Dashboard Components Snapshot With Everyone In The Company With Chatter?
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Yes And Everyone Will Be Able To See It Regardless Of Access To Dashboard
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You Can Set A Tab As A Landing Tab While Creating The Tab For The Object? True or False
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False
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You Can Modify The Contents Of A Folder If The Folder Access Level Is Set To Read/Write. True or False
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True
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You Can Map A Single Column From The Csv File To Multiple Fields In Sfdc. True or False
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True
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You Can Map A Custom Lead Field To Only One At A Single Instance For What Objects?
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Account Contacts Opportunities
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You Can Map A Custom Lead Field To A Case. True or False
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True
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You Can Import Only One Language At A Time Per Csv File . True or False
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True
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You Can Grant Sharing Access To Accounts By Creating What?
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Account Team
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You Can Delete The Std Price Book Or A Price Book That Is On An Oppportunity. True or False
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True
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You Can Deactivate A Workflow Rule At Any Time. If The Rule Has Pending Actions In The Workflow Queue, Editing The Record That Triggered The Rule Removes The Pending Actions From The Queue. If You Don'T Edit The Record, The Pending Actions Are Processed Even Though The Rule Has Been Deactivated. True or False
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True
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You Can Customize The Opportunity Stage History Related List On An Opportunity Page Layout. True or False
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False
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You Can Customize ________To Restrict Users' Ability To Log In To Sfdc
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Profile
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You Can Create Parent.Child Relationships Directly From The Csv Import File. True or False
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True
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You Can Create Custom Summary Formulas Referencing Custom Formula Fields. True or False
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True
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You Are Working With A Professional Edition Organization. They Wish To Install The Expense Tracker, Which Requires The Use Of 4 Custom Tabs, 3 Custom Objects, And One Custom App. If The Company Is Already Using 4 Applications, 36 Custom Objects, And 7 Custom Tabs, What Will Happen When They Try To Install Expense Tracker?
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They Will Not Be Able To Complete The Installation Process As They Have Reached The Maximum Number Of Custom Tabs
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You Are Limited To _________New Picklist Or Multi-Select Picklist Values For Any Field During A Single Import
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No Limit
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You Are Implementing Answers In Your Organization. During Test Deployment, You Realized That Users Tend To Either Disregard Important Field Or Place Unexpected Values To Certain Fields.What Will You Do To Correct This?
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Create Question Validation Rules
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Workflow Rules In Salesforce Crm Automate Which Types Of Actions?
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Outbound Messages, Field Updates, Tasks, Email Alerts
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Workflow Rules Consist Of What
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Workflow Task Workflow Outbound Message Workflow Field Updates Workflow Email Alerts
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Workflow Rules Are Triggered When A Standard Object In A Master-Detail Relationship Is Re-Parented, Even If The Object'S Evaluation Criteria Is Set To When A Record Is Created, Or When A Record Is Edited And Did Not Previously Meet The Rule Criteria. True Or False?
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True
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Workflow Rules
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Defines the criteria a record must meet to trigger a workflow rule
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Workflow Field Updates Specify The Field You Want Updated And The New Value For It. Depending On The Type Of Field, You Can Do The Following Except
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Delete The Field
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Workflow Cannot Be Triggered Upon Import. True or False
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False
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Workflow & Approvals Settings Allows You To Do What?
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Choose The Default Workflow User Enable Email Approval Response
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With Sharing Rules One Can Make Automatic Exceptions To The Organization-Wide Default For Defined Sets Of Users. True or False
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True
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Will Users Have To Use Their Security Token When Logging Into Connect For Outlook If Their Ip Range Has Already Been Added To A Trusted Ip Range?
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No
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Will Two Different Users Get The Same Search Results On Searching For A Common Keyword?
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No
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Will The Recycle Bin Contain Data Of The Deleted Custom Field?
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Yes, it will be available for restore for 45 days.
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Will Profiles Override Your Organization'S Sharing Model?
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Profiles never override your org sharing model. For example, the Standard User profile gives a user access to create, edit and delete leads. However a user with this profile cannot edit or delete other user's leads if your org sharing model is set to Read Only for leads.
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Will Data Be Lost In A Custom Field If Data Type Is Changed To Number From Any Other Data Type?
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Yes
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Will A New Workflow Evaluate Rules Retroactively?
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No. Only from that moment forward.
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Why Would You Use A Big Deal Alert Instead Of Workflow?
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Workflow is only available in EE and higher.
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Why Utilize Account Teams And Sales Teams?
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Teams are used for collaboration, sharing, and for reporting purposes.
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Why Use Record Types? Jump Page When Is It Used?
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Jump page is used if user has access to more than one record type and is trying to create a new record. (I.e has access to b2b and b2c record type and is trying to create a new opportunity)
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Why Might Teams Be Utilized?
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For reporting and sharing.
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Why Is Cloud Computing A Better Model?
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Multi-Tenancy Auto upgrades Scalability Pay as you go, etc.
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Why Do You Create A Web Tab
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To display extended web content on SF window
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Why Do We Use Early Triggers?
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To give ourselves 15 minutes extra to resolve a case - or to adhere to SLA.
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Why Are Sharing Rules Used?
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To open up access to records you wouldn't naturally get through organization-wide defaults and role hierarchy. They are the exceptions to the organization-wide defaults.
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Why Are Folders Used?
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Used for organizing email templates, documents, reports and dashboards.
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What Are The Two Types Of Storage Allocation In Salesforce?
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Data storage and File storage
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Who May Be Assigned A Workflow Task?
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A Single User The Record Owner The Record Creator A Sales Team Role An Account Team Role
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Who Can You Grant Access To Or Remove Access From Your Calendar?
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Other Users, Personal And Public Groups,Roles And Subordinates
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Who Can View Campaigns?
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All Users
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Who Can Submit An Idea To Salesforce.Com Ideaexchange?
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Anyone Who Has A Login To Ideaexchange
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Who Can Select The "Sharing" Button On Account And Opportunity Records?
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The Record Owner, A User Above The Record Owner, And The System Administrator
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Who Can Manually Share Records?
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The owner of the record, anyone above the owner in the role hierarchy, and the system administrator profile.
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Who Can Import Data For All Users?
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System Administrator profile and Marketing User Profile (import Leads)
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Who Can Gain Access To Folders?
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Roles Roles & Subordinates Public Groups
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Who Can Create Workflow Rules?
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Users With "Customize Application" Permission.
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Who Can Create Custom Reports?
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Administrators or users with the "Manage Public Reports" permission in their profile.
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Who Are Contacts?
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A Contact is any individual or influencer associated with an account that you want to track in Salesforce.
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While Scheduling An Email Reports User Specifies All Except
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Link to report
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Which Workflow Evaluation Criteria Cannot Be Used For Time Dependent Workflows?
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Every Time A Record Is Created Or Edited
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Which Validation Formula Ensures That Users Do Not Change The Close Date Of An Opportunity To A Day In The Past?
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TODAY() DATE(TODAY)
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Which Type(S) Of File(S) Is Accessible Through Content?
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Salesforce Crm Content Can Include All File Types.
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Which Type Of Reports Can'T Be Used To Create Groups Of Data Or Charts?
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Tabular
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Which Type Of Records Can Be Added To As Campaign Members?
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Leads Contacts Person Accounts
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Which Type Of File Is Accessible Through Content?
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Files Attached To A Chatter Profile Post Files Attached To A Chatter Group Post
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Which Type Of Field Cannot Be Universally Required?
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Lookup
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Which Tool Should I Use To Prevent Duplicates?
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Import Wizard
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Which Tool Should Be Used To Import More Then 65000 Records In Salesforce.Com?
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Data Loader
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Which Tool Can I Used To Schedule Data Import?
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Data Loader
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Which Tool Can I Use To Load Data Without Triggering Workflow Rules?
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Import Wizard
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Which Takes Precedence: User'S Language Setting Or Company Profile Default Language?
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User's language setting.
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Which Takes Precedence - Field Level Security Or Page Layout?
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The most restrictive setting is used. For example - if FLS is readonly and pagelayout is required for a field then the field will be read-only.
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Which Tabs Are Restricted From Multiple Record Types?
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Home, Forecasts, Documents, Reports, Consoles and Web tabs
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Which Step Is Required When Configuring The New Salesforce For Outlook?
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Select Sync Direction And Conflict Behavior. Assign Users And Profiles To A Configuration.
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Which Salesforce Editions Provide Option For Customizing Profiles?
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Unlimited, Developer And Enterprise Editions
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Which Report Formats Must Be Used To Create Dashboard Components?
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Summary or matrix (with at least one level of grouping)
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Which Report Format Summarizes Data In A Grid Against Horizontal And Vertical Criteria And Provides Totals For Both Rows And Columns?
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Matrix
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Which Relationships Between Objects Are Possible?
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Look Up Between A Standard Object And Itself. Look Up Between A Custom Object And Itself. A Master - Detail Relationship Between Two Custom Objects.
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Which Objects Use Folders?
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Documents Dashboards Reports
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Which Objects May Have Sharing Rules?
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All Custom Objects And Some Standard Objects
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Which Objects Include Default Business Processes?
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Leads Opportunities Cases Solutions
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Which List Views Can Be Available In The Console Tab?
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List Views Set By The System Administrator On The Object'S Tab. List Views Created By A Standard User For Himself.
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Which Graphs Rely On Grand Total For Dashboards?
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Metric and gauge
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Which File Types Can You Use When Exporting Reports?
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Comma Delimited (.Csv) Excel (.Xls)