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Question
MultiLingual Solutions search can be enabled for(Select 2 choices)
User tried to login to salesforce app. And saw an error. When administrator logge
User has IP Ranges defined at profile level, login hours defined at profile level a
Conditional highlighting is available in?
The Universal Containers need to capture Account surveys. A custom object needs
Universal containers have 2 sales teams whose sales processes are different. How
What are the considerations that the administrators should have while enabling
While using Salesforce for outlook which of the following can be in unresolved li
How can AppExchange be used?( choose 2)
A Workflow action is to update a field. What is possible with this? (Choose 2)
Capabilities of Knowledge base? ( choose 2)
Universal containers need the opportunity OWD to be private. But Sales Director
How are Product and Price books related ( choose two)
Universal containers sales team needs a quick and easier way to interact with t
What should you do while creating a Record type?
For a profile, a field is made required in page-layout and read-only at fieldlevel
By default the tabs visible to users, is determined by
Conditional Highlighting is only available in (choose two answers)
When an administrator changes the organization wide default time zone to Pacifi
Which of the following is true about enhanced lists? (Choose two answers)
Which of the following is not true about Person Account?
Which of the following are not Standard Applications?
Which is the correct validation rule to determine if the custom date field My_Clo
Which of the following cannot be a depending field? (choose 2 answers)
The dashboard may not refresh as per schedule if
You can upgrade your Apps of the following types:
Which of the following is a standard profile? (select all that apply)
Which one of the following cannot trigger Workflow Rules?
State true or false: Converting a lead to a person account triggers workflow rule
Campaign influence of an online advertising can be determined by
Time-dependent workflow will not work for which type of workflow evaluation cri
Which of the following is an example of many-to-many relationship between Obj
If you need to total all the Closed-Won opportunities and the total amount to ap
Which of the following determines the views users creating or running reports f
Which of the following is true about Data Management tools?
Which organization-wide default sharing rule is required to see whether the user
A users login hour restriction is set as Monday through Friday from 8 AM to 5
Universal Containers is in the early planning stage to implement salesforce.com
Universal Labs is facing a dilemma of too many systems for their lab technicians
Universal Healthcare issued their 600 field reps new Blackberries. IT now has t
If your Org Wide Default for Accounts is set to Private, adding someone to an Ac
It is best practice to limit the workflows on Leads because Leads will not be conv
What is the best way to ensure that your Web-to-lead form will have all the re
When converting a Lead with an associated Campaign, the Campaign will follow

You get an urgent call from the CFO about an end of year Wall Street report to s
The Sales Operations team just completed 2 new KPI dashboards for the field sal
Universal Containers is using Salesforce and has set up a private sharing model
You have completed the configuration of Salesforce CRM for your client. You hav
In which Sales Cloud feature is Account Assignment Rules imperative for a succ
After the Italian roll-out of the Sales Cloud for Universal Telecom six months ago, the same project tea
Universal Telecom is growing fast in the emerging markets. They are spending a
Universal Containers will launch a significant new product and plans numerous
As the System Administrator, you want to ensure that you are the only profile abl
What are the three roles created by Partner Portal? Three roles get created when
Universal Containers is updating its sales process to allow multiple proposed-p
How is Salesforce for Google AdWords different than Google Analytics?
Universal Insurance would like track all insurance policies their customers ha
A customer has a requirement to keep the customer id synchronized real time in
Your customer has 12,000 documents across 4 business units. They asked you t
The marketing department would like to determine earlier in the lead hand-off pr
Please explain a Person Account, and what sort of industries could it apply.
Can a Person Account be added to a Contact Role related list? Why?
Marketing is excited to launch a new product and want to track related
transactions. They requested an email be automatically sent to notify them. As
a system administrator, you:
Which metrics should you consider when building Marketing dashboards for your
As the VP of Sales, you would like optimize visibility of Opportunity records
when running Pipeline reports for your Executives and Direct reports as well as
ensure visibility of Opportunity records when necessary. The best way to do
this is:
Universal Containers and Universal Shipping are using Salesforce- toSalesforce. This creates a vertical market alignment for better deal
collaboration.Select two benefits to both companies:
Users can always view all Accounts owned by or shared with users below them in
Universal Containers was acquired by a larger company and they were told to pr
Who would most likely decides a Sales organization key performance indicator (

The benefits of Salesforce for Google Adwords are: (select 3)


Universal Containers needs the ability to associate installed products at an a
You are given a requirement to have the East Coast sales team not be able to se
Salesforce.com Content is now up and running for Universal Widgets. Adoption i
Universal Containers currently manages its sales lifecycle with opportunities i
Universal Containers has a field team selling its primary container product and a
How many components can you have on a Dashboard?
How many filters are allowed on a Report?
A good position to be in is to have lots of leads. A bad position to be in is ha
Universal Containers has two different groups that use the Account record. The
Universal Shipping has many government contracts. The Navy buys lots of parts a

Which three objects in are synched between Salesforce.com and Outlook?


A prospective customer completed a Web-to-lead form on your corporate Web site
Universal Containers would like to integrate Salesforce.com with their account
Universal Containers operates in a highly regulated industry and needs to ensur
Universal Containers is enabling Partner Portal to allow their partners to updat
You are 5 days after go-live of an SFA (sales force automation) implementation.
How many rows are displayed on the homepage?
An administrator changed the organizations default language from English to S
The number of leads/Contacts that can be added to a campaign from a report at
Where will a Campaign associated with a Lead be visible?Choose 2 answers
Custom fields are permanently deleted after:
Formula to calculate ROI?
When do you use a data loader? Choose 3 answers
What is a Managed Package?
An organization wants to leverage the import wizards to import different types of data.What type of d
Reports and views are not renamed based on the new label value
How many roles can be created in an Org?
Recent Item and Look up Hover Views use the
With combination charts, you can: Choose 3 answers
Which of the following does Salesforce CRM provide for restricting login access
What can a Task do that an Email Alert Cannot do?Choose 2 answers
Time based workflows can be triggered every time a record is created or edited?
Can validation rule be enforced during Lead Convert?
What needs to be specified to schedule a Report?
What does a Profile Control?
You must meet the following prerequisites before enabling territory managemen
You can use Sharing Rules to grant wider access to data. You cannot restrict ac
Number of fields allowed in controlling picklist?
Choose the options applicable for reports
How many rows and columns can we export in a report?
There are teams for collaborative work to improve efficiency in Salesforce.com.
A Record Owner has the following privileges:
If you change the data type of any custom field used for lead conversion, that l
ns of formula fields:
Organization-Wide Default Sharing Rule for Calendar Access Default is as Follow
In order to Enable Territory Management you should have:
Workflow Tasks are NOT tracked in the Activity History
What information does the Company Profile Hold?
Custom Fiscal years are for companies that break down their fiscal years, quarte
What is Salesforce.com Partner Portal? Choose2 answers:
A Profile can have many users, but a user can have only one profile.
add a sales team ?
You CANNOT delete standard fields but you can remove non-required standard fi
Custom Picklist fields can be either controlling or dependent fields
Select those applicable to Enhanced Profile Management. When Enhanced Mana

Inline Editing is not currently possible in


With analytic snapshots, you can map fields from a source report to the fields on
Customizable Forecasting must be enabled for use with Custom Fiscal years.
You can create the following Email Template Formats:Choose 4 answers
How many roll up Summary fields can be created per object?
To rename a Standard Field, where do you make the changes?
What information may be updated on the Company Profile?
Both accounts and users can exist in multiple territories.
The Sidebar search does not Search the following: Choose3 answers
Standard Fiscal Years are periods that follow Gregorian calendar, but can start on
Information you see in the data to which you have access. This includes
Users that gain access to data due to their position in hierarchies do so based o
Multiple record types may be created for every tab, with the exception of
Analytic snapshots do not allow you to work with report data similarly to how yo
Who may be assigned a workflow task?Choose 4 answers
Universally required fields always display on edit pages regardless of field-level
en is data vallidation rules executed?
What determines a unique User Record?
It is possible for a User to own a record and not see it if they dont have the Re
What information may be updated on the Company Profile?
Choose those applicable for roles
Running user overrides your sharing model and will allow the users who see the
What is Force.com Builder? Choose 3 answers:
All the following are applicable for workflows except
Which of the following are workflow actions?
Territory management can be reverted back once enabled?
Dashboards can be defined as (choose the correct answers)
standard picklist be a dependent picklist?
For which objects you have business processes?
What is Force.com Platform? Choose 3 answers:
Following are theCustom Business Objects EXCEPT:
What is the limit of custom objects for Enterprise and Professional edition?
Once a field is hidden from a profile by field level security he can see the field b
Records in the recycle bin do not count in the storage of your organization stora
Sharing rule open access whereas organization wide default restrict access:
Sidebar search nor advanced search cannot find records from which of the follo
When you change a users role, any relevant sharing rules are evaluated to add
Things to be considered while scheduling a report?
Select the applicable for custom report types
What is the maximum number of master-detail relationships that can be created on a custom object?
The number of Mass Email that can be sent for a day from EE and UE editions ar
Time-dependent workflow will not work with which type of workflow evaluation cr
When are Formula Fields recalculated?
deleted field count against the maximum number of custom fields allowed in yo
How many fields (columns) can be displayed on a Customizable Related List?

The automated caseuser will be listed on the case history for all actions that are system defined, inclu
Maximum number of values allowed in a controlling field is :
Select the type of dashboard for A single data value drawn from the grand tota
What do you need to specify when you schedule a report?
A profile contains the settings and permissions that control what users with that profile can do within
Where are active currencies located?
You can use a Custom Lookup field to create a relationship between an opportun
A check box can be a controlling field in a field dependency:
rules open up access whereas organization wide default restricts access?
Select the options applicable to managed packages
objects include default business process?
All the following are Main Setup areas in Salesforce.com EXCEPT?
Cloning a dashboard quickly creates a new dashboard with the same properties
Time-Dependent Workflow Maximum Triggers AllowedPer Rule
An organization has decided to manage hiring and positions. A custom object h
Users at any given role level can view, edit, and report on all data owned by or
Forecasting can be used with Custom Fiscal Years
What is the limit of active workflow rules for Enterprise and Professional edition
Which of the following is a standard Profile?
Can searches and filters be cancelled if they take a long time?
A user has logged into sales force few minutes before the login hour restriction s
web to lead how many cases/leads can be created in a day?
An org has multiple record types for leads and opportunity, account when a lea
To enable Advanced Currency Management for an organization, an administrator must
All of the following are true about Opportunity Pipeline and Forecast reporting EXCEPT:
Default values are available for standard text fields
A service portal user may close their cases using Suggested Solutions in the self service po
Custom Formula fields do Not support which of the following functional expression?
You have Read Only access to an account, can you add a task or event to the account?
Fields hidden using Field Level Security are subject to Data Validation Rules.
Which of the following best describes the Opportunity Stage History related list?
An Approval Process begins when a record is:
When you add a custom object tab, all of the following will be accessible with the object
when you Delete a lead from a campaign, it deletes the lead record itself.
Which of the following SF applications enables organizations to speed and streamline all p
All of the following objects may have a queue EXCEPT
You can use standard reports when creating Dashboards
Case escalation rules triggered on the last modification will be reset each time a user does
who can select the "sharing" button on Account and Opportunity records?
Which of the following components is the central repository to manage all presentations, c
YOU are working with a Professional Edition organization. They wish to install the Expense
what type of report cannot be used to run a dashboard report?
your organization is a US-based company with a default currency of US Dollars. As a sales
Custom Links can be used for the following:
It is possible to share a custom object record manually

you can customize the Opportunity Stage History related list on an Opportunity Page Layout.
Is possible to view a forecast based on all of the following EXCEPT:
Which of the following does a Profile control?
If a lead, with a single marketing campaign is converted, the campaign informat
When a manager overrides a subordinate's forecast,the subordinate can see the manager's override
Related Lists display the many side of a one-to-many relationship
Case Assignment Rules are based on elapsed time
Which of the following are true about Master/Detail relationship in custom objects?
When test driving an application on the AppExchange Directory, it is not possible to view the
Validation rules may evaluate an opportunity line item against the opportunity it's associated with
An S-Control may be all of the following EXCEPT:
If a profile does not have access to an application, that profile will also not have
Which type of field cannot have universal requiredness?
Custom Web Tab may consist of all the following EXCEPT:
Custom lead fields can be mapped to which sets of objects in salesforce.com?
You can map a custom lead field to only one of the following objects at a single instance (ch
Once a field is hidden from a Profile using 'Field Level Security', a User associated
Is it possible to relate a person account to a contact on a business account.
Your customer is using Professional Edition. they want the ability to trigger an email every time an opportunity rYeac
How is the expected revenue calculated in the opportunity?
A custom lookup field can be added to create a relationship between a standard object and
Assume the Organization Wide default sharing is set to private for all objects a
Based solely on the role hierarchy a manager can do all of the following EXCEPT:
When you delete a parent record, you will also delete the child record if that child record has a lookup relationship to
Which action must be taken to view contacts associated with a case in the console?
All fields on the Approval page layout are available to view on the Approval History related list
The formula editor may be used all of the following places EXCEPT:
All of the following are types of AppExchange Applications EXCEPT:
All of the following are true about Default Sales Teams EXCEPT:
Which one does NOT apply to Custom Formula Fields
Users can be deleted from salesforce.com
When configuring Customizable Forecasting, you can set which of the following F
Select the best component to use if you want to list the top five sales performers on a dash
Custom formula fields are recalculated:
What are the opportunity defaults when converting a lead to an opportunity?
What is the difference between the Marketing User Profile and the Marketing User checkbox
How many other fields may a custom lead field be mapped to when converting a lead?
Folders are used to manage:
Is it possible for a Page layout to be associated with a Record Type.
Which of the following object relationships is NOT allowed?
All of the following actions may take place on a Workflow Rule EXCEPT:
All of the following may be used when updating a record using the AppExchange Data Lo
Record Type may determine the default value of a picklist field.
With Client Management enabled, when a lead is converted without a value in the company
The Campaign ROI Analysis Report uses which of the following calculations to determine

You can use standard reports when creating


The difference between an opportunity record type and a sales process is:
An S-Control may be used in all of the following ways EXCEPT
Assets are related to which of the following sets of objects?
All of the following may be uploaded to the AppExchange Directory EXCEPT:
Which objects can be customized for history tracking?
When looking at a Vertical column chart, what can a user click on to drill down to a filtered
Which is a capability of a campaign?
Which function can be performed using enhanced profile management?
Which Cannot be done using the Salesforce to Salesforce connection finder ?
The value in a custom field called Salary is 50,000. What would the formula, ISNUMBER(Sa
What can be viewed using the process visualizer?
Which two functions return the same result when used with fields of the same data type?
How would an administrator ensure that specific field values are always represented by t
Which statement is TRUE regarding lookup filters?
Which statement is TRUE regarding high volume portal users?
Which type of field can a lookup filter be applied to ?
Which action can be performed on the Campaign Member Object?
Which action type is represented by an icon in the process visualizer?
Which email address option is available to override the From Email Address in a workflow em
Which is a featur of combination charts?
Which of these is NOT a Standard SalesForce.com Profile?
Will data be lost in a Custom Field if Data Type is changed to Number from any
other Data Type?
On Lead Conversion a Lead Object Custom field can not be mapped to Which
Object custom field?
Dashboards can be created by using Standard Reports as Source Reports?
Which tool should be used to Import more then 65000 records in
Salesforce.com?
Which of the following is NOT a Standard Salesforce.com Functionality?
Which of the following is Not a Mandatory Field while creating a User Record?
A user successfully logins at 3:00 PM, What happens at 3:31 PM, if the Login
hours for the users Profile are set from 7:30 AM to 3:30 PM?
What is the Impact on a User of the Organization level Locale Changes?
APIs are not available for use in which Salesforce.com edition?
Which Workflow evaluation Criteria cannot be used for Time Dependent
Workflows?
Which Feature is not available in Salesforce.com ?
For how many days deleted records are kept in the Recycle Bin?

Which of the following is the best way to make the Field Mandatory for
everyone?
Which of the following is not a Standard Salesforce.com Application?
Which of the field types cannot be used as an External Id?
Which of the following cannot be on the controlling side of the Dependent
Picklist?
Do Validation rules get enforced on the Lead Conversion?
On Lead Conversion, the Close Date of the newly created opportunity is
automatically set to?
Which of the following profile permissions will enables the User to edit any
record, regardless of the Sharing Model?
Can an administrator change the profile settings of the Standard Solution
Manager profile?
Queues cannot be created on which Object in salesforce.com?
Which of the following is not a valid business process in Salesforce.com?
What is the significance of Primary Master Detail Relationship in a Junction
Object?
Can the User Records be permanently deleted from the Salesforce.com?
Which of the following objects cannot be imported via the Salesforce.com
Import Wizard?
Salesforce.com record Ids are Identical in?
A custom field is made Read only from the Field level security and Required
from Page layout. The Field will be
Which of the following is not a Roll Up summary field operation?
How many fields can be enabled for tracking on a custom Object?
Which of the following is not part of the Profile?
How many Custom Summary Formula Fields are allowed on a single Report?
Is it possible for a user to see different Set of data in Report and in a
Dashboard based on the same Report?
Which of the following is not an available function in the Formula Fields?
Which of the following cannot be used as a source report for the Analytical
Snap Shot?
Which Import functionality of salesforce.com should be used if one needs to
import the 30000 Cases in Salesforce.com?
All dashboard viewers see data based on the security settings of the Running
Userregardless of their own personal security settings?
How many custom fields can be created on an object in an unlimited Edition?
Which Type of Reports can't be used to create groups of data or charts?

How many Roll Up summary fields can be created in the enterprise Edition on a
Custom Object?
A sales team is a set of users that normally work together on _________ ?
Which feature in SFDC combines a list view and related records into one screen
with different frames so that users have all the information they need when
interacting with Salesforce.com?
On which OWD sharing defaults the Sharing Rules cant be defined?
What happens when a user owns an opportunity record but does not have the
Read permission on Opportunity Object?
Conditional highlighting can not be used for?
Which of the following Email Template cannot be used to send a mass email?
Which of the following object does not support the Business process?
In which of the following edition you can create a Managed Package?
Can a user restrict access with the help of the sharing rules?
Is it possible for users to override their own forecasts and forecasts for users
below them in the forecast hierarch?
With sharing rules one can make automatic exceptions to the organizationwide default for defined sets of users.
An opportunity that reaches the threshold with 80% probability will trigger
additional alerts if the probability subsequently goes higher to 85%.
Which of the following types of packages can be upgraded?
Which of the following feature allows you to send an email when an
opportunity reaches a threshold value?
Conditional Highlighting only applies to the first summary field column in the
table?
Unmanaged packages do not include locked components but can be
upgraded?
Auto Response rules work on which objects?
Escalation rules only run during the business hours with which they are
associated?
Customizable Forecasting is a prerequisite in order to enable territory
management?
Running User concept in Dashboard allows users to view Data which normally
they can not view?
Can a user create his or her own Default Sales Team?
How many ranges can be defined in the case of a Conditional Highlighting?
When are the formula fields Re - Calculated?
How do you find out that the Approval Process is edited?
How many Solution records can be imported via Import Wizard?

) Formatting of report is maintained when it is exported via Printable View?


Which one is the following is a salesforce.com definition for a Lead?
If you delete an email from a case and then delete the case, you will not be
able to retrieve the deleted email from the Recycle Bin
What should be the Advanced filter Conditions to meet the requirement Find
contacts owned by Poo that have a title of CFO, functional role of CFO, or
reports to the CFO?
1) Title equals CFO
2) Functional Role equals CFO
3) Reports To equals CFO
4) Contact Owner contains Poo
How many User records can be imported via Import Wizard?
Which of the following is true about Page layouts?
To email a report to other users, the report must be in a public folder with
access granted to the other users?
Scheduled reports run in the time zone of the user who schedules the report.
All users who access to the same report at the same time will see the same
data.
Reports show only the information you can access where as Dashboards show
information which you even cannot access.
If a field is visible in the search layout but hidden for certain users via the fieldlevel security settings then which of the following statement is true?
If a Report is run which returns 20,000 records then
On deleting a Tab from an Application ____
Which one is the following is a salesforce.com definition for an opportunity?
Which of the following make a User record Unique?
What does the dashboard snapshot on the Home Page display?
Though multiple campaigns can be influential, you can only designate one
campaign as the primary campaign source on the opportunity?
What is conditional highlighting for reports
When an account is transferred what are all the related objects that get transfe
Which statement is TRUE regarding Dynamic Dashboard
Which is a capability of the Cloud Scheduler? (Choose 2 answers)
Data Highlighting can be used in
Every time when a case assosicated with an account is closed, account owners h
When a lead is converted into an opportunity, a custom field containing formula
When a lead is converted into an opportunity, what related objects will be auto
What does the custom report types define (Choose 2 Answers)
If a custom field is deleted, which of the following would happen (Choose 2 Ans

Specify the order of executions (Matching Answer, say from 1 4)


When a Locale settings is changed which one of the following gets changed
Which of the following can be customized in the home page layout (Choose 3 A
Without changing the profile of a person what of the following can be done (Ch
Universal containers have two sales teams dealing with different types of oppo
If an opportunity is edited which one of the following is likely to be changed (C
User receives a login error. What should the admin do first
Objects updated during lead conversion
Opportunities and campaigns are related by
Options available during customizing Tasks
Options available under Customizing User interface
Order of workflow rule
Automate marketing groups assigning leads to regional sales groups
Mobile lite
Chatter mobile
Amount object should be set to read only once the opportunity is closed
Workflow rules can be used for
Data access in dashboards are determined by
Content delivery feature
OWD for opportunity is Public Read/write. Users are getting large no. of records i
OWD for Accounts is Public Read/Write. Which can be used to restrict the access
Files in chatter
To display the no. of open opportunities in each account
What permissions should a person have to install and uninstall an app exchang
Significance of Dashboard user
To display the groupings in dashboards
Report type determines
A company outsources level 1 support to a partner. How do we identify the list of
What can be customized in partner portal without affecting internal Sales force
Managers team, Sales team. Sales team is involved in the initial steps in the lea
Customer base of a company classified into 1. High level accounts 2. Normal acc
Automatic prevention of duplication is possible in
When you want to delete incorrectly imported records , choose 2
Marketing user has a list of leads to be imported. To avoid duplication he should
Available schedules for Product
To select a particular user as an approver
Filters available in Custom List view
Enhanced profile list view allows
To calculate a summary value on a set of related campaigns
Choose 2 options on folders
To restrict fields from Search, Reports and
What can a System admin assign to both Ideas and Answers
Defining a category for solutions enables 2 options
Marketing and Sales users at Universal Containers would like more visibility int
How can an Administrator customize campaign members?Choose 2 answers:

Which action can be performed on the Campaign Member object?Choose 3 answ


Which is a capability of a campaign ?Choose 2 answers
Is it true that campaigns and opportunities have many to many relationship?
You must create the business process before creating record types for each of t
What can be reviewed using the process visualizer?
The automated case user will be listed on the case history for all actions that ar
Who may be assigned a workflow task? There are 4 correct answers
Which email address option is available to override the From Email Address in a
Workflow Tasks are NOT tracked in the Activity History and can be reported on
Time-Dependent Workflow Maximum Triggers Allowed Per Rule
A record is modified on 1/1/2008. It meets criteria for a time-based workflow ru
Workflow cannot be triggered upon import.
What statements is False for a workflow task
Which statement is TRUE regarding look up filters?Choose 2 answers
What happens when you delete an object that is related to a junction object by a
Account team is a set of users that normally work together on _________?
You can use conditional highlighting for summary and matrix report only
Which of the following is an automated process your organization can use to ap
On which of these areas Data Validation rules are enforced but no feedback is g
When a field is deleted from the pagelayout, does it is also deleted from the Obj
When you insert a record using the API, Do Validation rules are expected?
Which of the following are not controlled by the Page layouts?
Which of the following is NOT controlled by the Page Layout?
Which of the following can NOT be used to customize your Home Page
Customer Portal users can view the tags section of a page, if it is included in a p
If Custom Fiscal Years are enabled then you cannot use Standard Forecasting?
It is possible for an Account to be part of multiple Territories?
Is it possible to have Sidebar search enabled with Global Search?
Is it possible to report on the converted Leads?
The opportunities fields of the campaign statistics section on a campaign detai
Case escalation rules triggered on the last modification will be reset each time
For custom object records to appear in search results associated tab only needs t
Will two different users get the same search results on searching for a common
Are Tags searchable from standard Search component?
Recent Items use the?
_________ are words or short phrases that users can associate with most Salesfo
What happens when a user clicks on the Create New Apps option present in the L
__________ are a collection of Force.com components and applications that are
You can set the Tab as a Landing Tab while creating the Tab for the Object?
Which is the new type of Dashboard Chart to make entry in Spring11 Release?
Which of the following is used for automatically opening records by an administ
In Spring11 salesforce.com release Dynamic Dashboards have been launched for
Which of the following events are allowed while writing a trigger on feeds item
You can share the Dashboard components snapshot with everyone in the Compan
Inline Editing is available in visual force pages?

With Spring11 release now you can have Photos in Dashboard components?
Which of the following are new features on Chatter tab?
Which of the following is the new workflow feature of Spring11 Release?
Field Sets works on both Standard as well as Custom Objects?
Which combination of objects is available when creating a custom report type fo
Which of the following settings directly affects Date fields to display as MM/DD/
Where do you go to create a List View so that you can see it on the Console, un
Which of the following statements are true about Data Validation?
Which type(s) of file(s) is accessible through Content?
What is parallel approval Routing?
Chatter Desktop is not available in which Salesforce Edition?
The account owner, opportunity owners, and case owners may or may not be th
Which file types can you use when exporting reports?
A Standard profile that has Standard User Permissions and can manage published
Which of the following are setting options for the User Interface?
The Report Builder is different from the Report Wizard.
Salesforce.com archives older activities according to which of the following condi
IF(ISPICKVAL(picklist_field)) has the same output as:
At this click path Setup > App Setup > Customize > Tab Names and Labels > R
Is identity confirmation necessary if a user's IP address is known and browser co
What is the maximum number of records to be printed in the Printable View of a
Are custom object reports accessible when you add a custom object tab?
What is not found on a Company Profile?
Custom Report Types (CRT) allows you to build a framework from which users can
A Profile is a collection of settings and permissions that determine what the us
When are data Validation Rules enforced?
System Administrators have this permission by default.
The Salesforce Console is an example of what?
What is the click path to enable Enhance Profile Management?
Custom formula fields can reference other custom formula fields including thems
You must run the report before you can print or export it because the Printable V
Which Salesforce editions provide option for customizing profiles?
How many profiles can load in a single list view with Enhanced Profile Manage
What is the maximum number of condition higlighting per report?
Which is a capability of the new Service Cloud console?
User A modifies a record. This modification triggers a workflow rule for immediate
How does Locale settings affect your exported CSV file?
What are two sources from which cases can be created.
Which report format summarizes data in a grid against horizontal and vertical cr
Every profile, including profiles associated with Customer Portal users must have
Which statements are true about Cloud Scheduler?
Clients do not have to enable Customizable forecasting before they can ask sale
What happens when you convert a Lead and an existing account and contact hav
You can not use the browser's print function to print reports.
This helps you manage the complete lifecycle of customer service,from logging c

How many workflow rules can you create per entity?


What is the default report format for new reports created in report builder?
Which of the following is part of the Sales Cloud 2.
Which of the following are standard Salesforce applications?
What can an administrator customize for the Service Cloud console?
Which is a consideration when creating a drill-to-detail dashboard component?
Which can be accessed by a Chatter Free user?
This type of relationship links two objects together, but it has no effect on delet
When you delete a Contact, it's associated Campaign Member record is deleted a
Data Validation rules is not supported in which Salesforce edition?
Identify the true statements about the workflow approval process?
Printable View does not Save all the report formatting.
Which data can be synched using the new Salesforce for Outlook?
Time-dependent workflow will not work with which type of workflow evaluation cr
Up to 25 custom lookup fields can be defined per object.
Spring \'11 includes a managed version of Chatter Desktop for enterprise deploy
Record locking prevents users from editing a record only if they have certain field
Can a Standard User Profile import members into a campaign?
The record owner is a user or a queue that has control or rights to a particular d
Standard reports are visible through the Reports search.
A System Administrator can edit a profile to:
What is a Dashboard made of?
What is one advantage of Salesforce CRM?
Mail Merge is available in which Salesforce Editions?
If the System Administrator set a user to create only a certain record type, this u
What is the maximum number of values you can have in a picklist?
When converting a lead, what values are transferred to the opportunity?
What is the maximum of time triggers per Workflow Rule?
Salesforce is which of the following
Which of the following relationships are correct?
A Workflow Approval process may be used for all of the following objects EXCEPT
Which of the following features is not available in Professional Edition?
The formula editor may be used all of the following places EXCEPT
If you are added to a Sales Team with read/write access you then have the abilit
A Workflow rule can only be triggered when a record is created.
Which of the following fields CAN NOT be a controlling field for Dependent Pickli
When you have exceeded your general storage limit, you can use your complime
To make a field required, which of the following is used) (Pick the best possible
What type of information can NOT be shown with an S-Control Dashboard comp
A new list view can be created from within the console
All of the following are default Account record types- with Client Management E
You must be a user of salesforce.com in order to Receive an email notification in
If a lead is converted without a value in the company field, what happens?
An Approval Process begins when a record is:
Time based workflow can be triggered every time a record is created Or edited

When you add a custom object tab, all of the following will be accessible with t
when you Delete a lead from a campaign, it deletes the lead record itself.
Which of the following SF applications enables organizations to speed and stream
All of the following objects may have a queue EXCEPT
You can use standard reports when creating Dashboards
Case escalation rules triggered on the last modification will be reset each time
who can select the "sharing" button on Account and Opportunity records?
Which of the following components is the central repository to manage all prese
YOU are working with a Professional Edition organization. They wish to install
what type of report cannot be used to run a dashboard report?
your organization is a US-based company with a default currency of US Dollars.
Custom Links can be used for the following:
It is possible to share a custom object record manually
you can customize the Opportunity Stage History related list on an Opportunity
Is possible to view a forecast based on all of the following EXCEPT:
Which of the following does a Profile control?
If a lead, with a single marketing campaign is converted, the campaign informat
When a manager overrides a subordinate's forecast,the subordinate can see the
Related Lists display the many side of a one-to-many relationship
Case Assignment Rules are based on elapsed time
Which of the following are true about Master/Detail relationship in custom objec
When test driving an application on the AppExchange Directory, it is not possible
Validation rules may evaluate an opportunity line item against the opportunity it
An S-Control may be all of the following EXCEPT:
If a profile does not have access to an application, that profile will also not have
Which type of field cannot have universal requiredness?
Custom Web Tab may consist of all the following EXCEPT:
Custom lead fields can be mapped to which sets of objects in salesforce.com?
You can map a custom lead field to only one of the following objects at a single
Once a field is hidden from a Profile using 'Field Level Security', a User associated
Is it possible to relate a person account to a contact on a business account.
Your customer is using Professional Edition. they want the ability to trigger an
How is the expected revenue calculated in the opportunity?
A custom lookup field can be added to create a relationship between a standard
Assume the Organization Wide default sharing is set to private for all objects a
Based solely on the role hierarchy a manager can do all of the following EXCEPT:
When you delete a parent record, you will also delete the child record if that chi
Which action must be taken to view contacts associated with a case in the cons
All fields on the Approval page layout are available to view on the Approval Histor
The formula editor may be used all of the following places EXCEPT:
All of the following are types of AppExchange Applications EXCEPT:
All of the following are true about Default Sales Teams EXCEPT:
Which one does NOT apply to Custom Formula Fields:
Users can be deleted from salesforce.com
When configuring Customizable Forecasting, you can set which of the following F

Select the best component to use if you want to list the top five sales performe
Custom formula fields are recalculated:
What are the opportunity defaults when converting a lead to an opportunity?
What is the difference between the Marketing User Profile and the Marketing Use
How many other fields may a custom lead field be mapped to when converting a
Folders are used to manage:
Is it possible for a Page layout to be associated with a Record Type.
Which of the following object relationships is NOT allowed?
All of the following actions may take place on a Workflow Rule EXCEPT:
All of the following may be used when updating a record using the AppExchang
Record Type may determine the default value of a picklist field.
With Client Management enabled, when a lead is converted without a value in t
The Campaign ROI Analysis Report uses which of the following calculations to
You can use standard reports when creating
The difference between an opportunity record type and a sales process is:
An S-Control may be used in all of the following ways EXCEPT:
Assets are related to which of the following sets of objects?
All of the following may be uploaded to the AppExchange Directory EXCEPT:
Which objects can be customized for history tracking?
Fields hidden using Field Level Security are subject to Data Validation Rules.
You have Read Only access to an account, can you add a task or event to the ac
Custom Formula fields do Not support which of the following functional expressi
A service portal user may close their cases using Suggested Solutions in the self
Default values are available for standard text fields
All of the following are true about Opportunity Pipeline and Forecast reporting E
Recent Item and Look up Hover Views use the
Name one place where inline Editing is not currently possible.(Choose 2 answers
Searches and Filters that take a long time may be cancelled ?
What information does the Company Profile Hold?
What information may be updated on the Company Profile?
Standard Fiscal Years are periods that follow Gregorian calendar, but can start on
Custom Fiscal years are for companies that break down their fiscal years, quarte
For which objects you have business processes?
How many fields (columns) can be displayed on a Customizable Related List?
A check box can be a controlling field in a field dependency:
You can use a Custom Lookup field to create a relationship between an opportun
Universal Containers would like their sales reps to be able to send branded ema
How does an agent submit an article for publishing? Choose 3 answers:
How can Chatter feed for content can be used?Choose 2 answers MMM
Which statement is TRUE regarding dependent lookups?Choose 2 answers:
Which is a capability of drag-and-drop dashboards?Choose 2 answers:
Which is a capability of the Cloud Scheduler?Choose 2 answers:
Which is a capability of Chatter?Choose 3 answers:
What determines the suggested criteria for lookup filter?
What can an agent do when resolving a case?Choose 2 answers

What type of field can a lookup filter be applied to?Choose 3 answers mmm
UI component for tag Access(Choose 2)
Which Step is not a part of creating custom application:
A role has many to many relationships with the user?
Which of the following are standard Salesforce objects? (Select all that apply)
Which of the following will not bypass Identity Confirmation? (select one)
Which of the following statements are true concerning email activation? (select
When transferring an account from one user to another, which of the following o
Using the following hierarchy, if a sharing rule exists granting Operations
Documents count toward Data Storage.
File attachments, document tabs, and sales force content count towards Data S
What would prevent a user from including fields when running a report?
The system administrator has created a new custom object and application. This
You can then associate each business process with one / more record types and m
In order to implement more business process multiple record types must also
Field-level security can be used to make a field required
You can customize to restrict users ability to log in to saleforce. mmm
Is it possible for a user to own a record and not see it
What is true about a Role
What is True about the Role Hierarchy
Which of the following components is displayed only if the record in the detail
If using Customizable forecasting there is a seperate forecast role hierarchy
What is Sharing Rule? mmm
What is not true about sharing Rules
A public group is a grouping of all Except
Which of the following components inherits the record type and profile association
What happens when an email is sent to a customer from a case?
What objects are cases related to?
Why would you use early triggers?
If Phil is promoted from a Sales Associate to Senior Sales Exec, and the new sales
Which statement is / are false for folders?
The size limit for documents uploaded is:
Author and the owner have same access to the document
You can update licenses on the Company Profile.
A company that uses custom fiscal year: A standard forecast option is unavailabl
Where would you make a field required?
Activities are both Tasks and Calendars.
Field Level Security cannot be used to make a field required.
Which of the following is true that can cause data loss when an existing custom f
Which of the statements is/are true for data validation
Identify the statement that correctly defines data validation
What statements is False for a workflow task
Workflow Rules Consist of the following components
Which of the following statements is/are true for sharing rules? (Check all that a
Users with access to opportunities as sales team members cannot extend sharin

Which are Activity Attachment Enhancements in Spring 11?


The first approval step in a process specifies the action to take if a record does
Account Teams might be utilized for what?
You can only use standard fields when generating email and mail merge documen
Which of the following chart types does not support Combination Chart?
Custom Summary Formulas can run calculations on report calculations.
Which is true about a Chatter Plus user?
Which types of files can be accessed from the Files tab?
Which function is available in the report builder interface, prior to running the r
A controlling picklist can have up to how many values?
What does a profile control?
What are the three core building blocks of Security and Access in Salesforce?
Record type picklist filtering applies to dependent picklists.
Which objects can be stored in a folder?
Which Salesforce editions support Sandbox? mmm
What happens when you delete an object that is related to a junction object by a
Which of the following Collaboration Cloud Enhancements Features are automatical
Opportunity products can be linked in a Lookup Relationship :
Which of the following statements about a user record are true?
A user who has access to formula field can reference fields to which he or she do
Which of the following needs to be specified in order to schedule a report?
What is the maximum of actions per time trigger you can have in a Workflow Rul
What is conditional highlighting for reports
The running user doesn't override the sharing role while allowing users to see hi
Which statements are true for the integrated campaign builder. mmm
Which statements are true about standard fields?
Standard Fiscal Years are for companies that break down their fiscal years,quarte
What statement is true regarding a custom field formula
A Standard Fiscal Year can start on May 1st.
Active Currencies live in Company Profile, user record (Personal Setup) and in O
Users can be restricted to view a particular field in views, searches and reports b
What are different Types of Sharing Rules? (Check all that apply)
Adding a user to the sales team group will give access to opportunity records th
Can a delegated approver revoke a previously approved process?
Multiple Approvers have received your request for approving a discount that was
Data Validation rules are also enforced using the API and Import Wizards.
It is advisable not to overwrite user records with new user data because it woul
Where does the click path Your Name --> Set up -> Security controls -> Sharing
Which of the following cannot be done by a user to records owned by others when
Final reject actions can include actions such as email alerts
When is a workflow rule triggered?
What are the two main parts of WF?
When are WF rules evaluated?
From the below identify the WF action?
Org wide default is set to private. Kathy is assigned US Sales Director role wit

How would you allow colloborative access to accounts ,contacts,contracts, oppur


The org wide default is set to private. Phil smith the owner of ABC account is a
What happens if a WF task is assigned to a role containing more than one perso
Can WF update formula fields?
With Spring 11 release, you can now sort line items in the Quote Line Items relat
Can you perform field updates on an object related to a rule. mmm
Record Types are not available in Select the right choice mmm
How many Solution records can be imported via Import Wizard?
How can users obtain a security token?
AW computing has a discount workflow that requires approval from the Sales dir
Which of the following components lets customers find solutions to their cases
A security token is required for API access when connecting from an IP address
Will users have to use their security token when logging into connect for outlook
Which of the following statements are true about trusted ranges? mmm
Which of the following statements is true about computer activation?
An admin changed the org default language from English to spanish. What must
Identify the correct statement from the given list.
How can you ensure that a value is entered in a field? mmm
You can edit their user profiles and define Trusted IP ranges so that users dont
Tab settings allow System Admin to customize which tabs are visible to users
Can you make a standard field unique?
Standard picklists can be the controlling field but not the dependent in a field
Which step is required when configuring the new Salesforce for outlook?
What can users do when Chatter feed tracking is enable for dashboards?
How can you export accounts and contacts in a Contact Manager edition of Sale
Where does Chatter Feed display?
Which are true about Email to Salesforce Enhancements after Spring 11 release?
Which of the following are enhancements included in the Spring 11 release?
What is the maximum number of actions you can have per Workflow Rule?
Can logins on specific days be restricted?
You can create a Lookup Relationship to link an object with itself.
A sales manager would like to view a dashboard from the perspective of differe
After Spring &39;11 upgrade the System Administrator noticed that he can no lon
How many Custom Summary Formulas can you have per report?
What happens when a user is already logged in when restricted hours start?
Mass Mail Contacts option doesn't appear under the Tools section in the Contact
Even a user with "View all data" (VAD) permission can not view hidden folders as
The maximum number of values in contolling picklists is the same as in dependen
What is the maximum number of records that return in a report without exporting
Name the benefits of the cloud computing model
With Spring '11, a new version of Chatter Desktop is available with performan
Custom Summary Formulas can run calculations on custom formula fields.
Which are true about Trialforce Email Branding?
Enterprise, Developer and Unlimited System Administrators can create an unlimi
When you define a Data Validation Rule, what else must you also define?

You can set a default value for a custom field.


Select the order in which the Workflow actions fire in Salesforce.
Which of the following is an example of One-to-Many Relationships between Sta
A record owner has the privileges to: View and edit records, transfer or change
Identify the maximum number of leads / contacts that you can add from a report
When a lead is converted it becomes an Account,Contact and Oppurtunity (unles
When you click Printable view , the report will display in a print ready format in
All personalization made to the Reports tab (expanding and collapsing of folders)
If your Marketing team needed to add 10,000 existing leads to a campaign at on
Can an end user import Members into a Campaign?
Only users with "Create and Customize" permission can access the Report?
Data Validation Rules are executed for a field (vs. as record).
Customer Portal users can view the tags section of a page, if it is included in a p
What profile permission is required for editing and deleting public tags?
What type of relationship must exist if you would like the child record to remain i
The number of formulas in a Custom summary formula is limited to
You can create Custom Summary Formulas based on Custom Formula Fields.
Which report format provides a tabular listing of data with sorting and subtotalli
Which report type must be used to create dashboard components?
What is a Running User?
Why are Sharing Rules used?
How does a Profile differ from a Role
What does the Role Hierarchy control?
List view can (Choose all that apply)
You cannot delete a standard report.
If your company's fiscal year begins on February 1st and contains the 12 grego
The User Interface Settings can be adjusted for individual users.
Who can import data for all users?
How does the Import Wizard perform matching when updating records?
What are the three report types available when creating custom reports?
Standard Fields are?
Can standard fields be removed from the Page Layout? mmm
Who can create Custom Fields?
What are the field property options for Custom Fields?
What objects have standard business processes?
What do Business processes do?
Define the system Admin profile.
Define the Standard User profile.
Define the Solution Manager Profile.
Define the Marketing User Profile.
Define the Contract Manager profile.
Define the Read Only Profile.
True or False: A checkbox can be a controlling field in a field dependency?
How many instances of personal tags can be applied to records?
What is required to create a new user?

A company has a custom field "Hours Worked" and the sys admin is tasked to creat
What are the Org Wide Default permission options?
The number of calculated values per report.
Describe the methods to allow access to the application?
When you delete a product, the opportunity associated with that product will be
What can Delegated Admins do?
What are Public Groups?
What do Sales Teams do?
What do Account Teams do?
The number of business hours that can be set for the organization to operate:
As a system administrator you can create page layout in the console and assign it
How does a Profile differ from a Role?
What is a roll-up summary field?
When would you choose to build a Public Group?
Who can manually share records?
How are Folders used?
Why utilize Account Teams and Sales Teams?
Where do images for email templates, Cloud Scheduler,etc. need to be stored?
What does a workflow approval process do?
True or False, Final reject actions in a workflow approval process can include acti
Inline Editing updates the field when
True or False. Record locking in a workflow approval process prevents users from e
True or False. Data Validation Rules are forumulas that evaluate, "True".
When are data validation rules executed?
According to Sales Force, console is not for occasional users of SalesForce. The
When you define a Data Validation Rule, what must you also define?
What does the default locale impact?
Can you set Standard and Custom fields as unique or required using the Property
Which objects have built in import wizards? mmm
Do opportunities or cases have import wizards?
Can the DataLoader access all objects?
Is the DataLoader Cloud based?
What database actions can the DataLoader perform?
True or False. To log into the Data Loader, the IP address must be a trusted IP
When is it appropriate to use the Import Wizard versus the Data Loader?
What are Standard Reports?
True or False. Standard Reports May be used as a starting point for Custom Repo
True or False. Standard Reports can be deleted?
Which takes precedence: User's language setting or Company profile default la
True or False. Custom Summary Formulas are based on hard record values but us
Define the Tabular Report.
Defind the Summary Report.
Define the Matrix Report.
The Director of Sales wants a report that meets the following criteria:
Which report format would you use to create this custom report?

The Director of Sales wants a report that shows the Opportunity pipeline for th
The Director of Sales wants a report that shows the trending performance of his
The new charting engine allows for greater customization and creation of charts
True or False: The running user of a dashboard overrides the sharing model to
True or False; There are many dashboard components from SF Labs including the
What happens if chatter is enabled in an org with 15 or fewer users?
Each workflow rule applies to a single object, such as leads, accounts, or opportu
Workflow rules can't be triggered by campaign statistic fields, including individu
Workflow rules can be triggered any time a record is saved or created, depending
Workflow rules are triggered when a standard object in a master-detail relationshi
Workflow rules on custom objects are automatically deleted if the custom object
You can't package workflow rules with time triggers.
It is only necessary for Identity Confirmation if IP address is unknown and brows
Users can search for Public Tags from the Sidebar and Advanced Search
Personal Tags can not be shared
When you configure Search Settings for Your Organization, the new value must
Custom Fiscal Year works on a define once and use everywhere Rule Select
If a Standard Object is Renamed, the Reports are Renamed based on the new lab
You can map a custom lead field to a Case
Picklist dependency rules are not enforced during Import
The Account Access, Contact Access and Opportunity Access options depend on
The Documents tab does NOT contain version control capabilities
During a lead import, you can choose to enable active assignment rules as part
You can map a single column from the CSV file to multiple fields in Salesforce SF
You can only import only one language at a time per CSV file
You can create parent/child relationships directly from the CSV import file
You cannot delete a product that is used on an opportunity
You can delete the Standard Price Book or a price book that is on an opportunity
Account Teams are not available for Professional Edition
Workflow rules trigger automatically and are visible to the user.
You can create email alerts for workflow rules on activities.
Saving or creating records can trigger one rule.
Changes you make to records while using Connect Offline are lost.
Workflow rules never trigger on converted leads
You can enable Chatter in your organization without updating to the new look an
Chatter is not available for Mobile Users?
In List View Enhancements, users can export list results to CSV file
Export to Excel is available for Printable Lists mmm
Customizable Forecasting cannot be enabled for use with Custom Fiscal Years
A custom multi-select picklist can be the controlling field for a dependent field
When a field is deleted it sits in the recycling bin for 30 days
You can only use standard fields when generating email and mail merge document
You can create a custom report on solution categories and solution categories are
Your System Administrator must reset your password for you if you lose it.
Roll-up summary fields are not visible to users if they reference fields the user c

When creating a custom list view you can display fields that are not on your page
Formula and roll-up summary fields are included in backup exports
Regardless of what language is selected on the user record, all online help is di
You can map custom lead fields to standard fields on the Account, Contact, and
You cannot change the name of the default Person Account record type, and you
Lookup relationship fields are available in Personal Edition
Roles are available in Personal and Group edition
If you relabel a Standard Object the standard list views on every Salesforce tab
When transferring leads to a queue open activities are also transferred.
Formula cannot reference any field that is restricted by Field level security
Joe is attempting to import an invalid value into a picklist field. The import wiz
Existing records that meet the Workflow Rule criteria trigger the Rule.
You cannot mass remove records from an approval process; removal of records
Formula fields can be converted from or to other field types.
You have to enable the Report Builder Upgrade first to use Master Charts.
Advanced filter conditions can be applied to a roll-up summary field
Roll-up Summary fields and formula fields are always read only on detail pages a
Sales User is a standard profile.
A solution can only belong to one category.
I can access a "list view" of records by clicking on the leads, opportunities, or ac
A default person account record type named Person Account is automatically c
The relationship group wizard lets you create and edit relationship groups regardle
For each profile, you can set the hours when users can log in and the IP address
If single sign-on is enabled for your organization, API and desktop client users can
Roll-up summary and formula fields are always read-only on detail pages.
If you delete a report and change your mind, you can retrieve it from the recycle
If you change the data type from a Checkbox to a Picklist, it can cause data loss
You delete the Custom Field Region. All data related to Region will also be delete
If you give a user the Weekly Data Export permission, which is needed to export
#Error! displays on report cells if your custom summary formula output is over 1
To minimize the number of sharing rules, use "Roles and Subordinates" over "Ro
You have to enable the Report Builder Upgrade first to use Scatter Charts.
Joe imports records for Sara, a non-active user. Sara's records will be assigned to
Can you include attachments in the Data Export.
Partner portal and customer portal users aren't required to activate computers to
If the primary object on a custom report is a custom object, and the custom obje
When setting up an user, the first name of the user is not required.
Records in the recycle bin do NOT count against your organization's storage limi
Salesforce Console only displays views that were previously created.
The Console's center frame is the detail page view of any record selected from a
The mini view does not display if the record in the detail view does not have rec
Recent item and Lookup Hovers use the Record Mini Page.
Deleting a lead from a campaign does not delete the lead itself, but it is no l
If your organization uses territory management, the new account is evaluated b
If the lead has a record type, the default record type of the new owner is assign

The system automatically maps standard lead fields to standard account, contact
Can you uninstall an AppExchange application once it has been deployed.
All existing custom objects that were previously deployed will still be deploye
Custom Objects are reportable.
Once you define a custom fiscal year structure, your company can not return to t
If you defined a custom fiscal year structure, your company can not revert to the
You can rename standard Tabs and Objects. 9962077244
When a record is deleted it sits in the recycling bin for 30 days
I can email opportunities, accounts, leads, or contacts directly from SFDC, and a
I can merge 3 records at a time in SFDC to clean up dupe.
Task Records are "to-do" lists, are date sensitive, and must be completed before
SFDC allows me to add a reporting hierarchy (or organization chart) to my contac
When I convert a lead to an Opportunity, I must give the opportunity a unique na
Accounts can be created by converting a lead to an opportunity, or by manual en
Records & Record Detail Pages: I can edit data for multiple records at once by sele
Records & Record Detail Pages: SFDC lets me print list views for Accounts, Camp
Adding Records: I must always search for a company or contact record BEFORE ad
Editing Records: If I see a magnifying glass icon next to any field in SFDC, this m
Can you uninstall an AppExchange application once it has been deployed?
Where are Cases created?
How are Cases assigned?
What is the Cloud Scheduler?
How many people can you send an invite to at a time using Cloud Scheduler?
You can use cloud scheduler to send meeting invites to contacts or leads or perso
Which object cannot use sharing rules to manage access?
What is the process to create a custom app?
Which is true about Storage Limits?
Which permission allows a user to create a new solution? mmm
If you delete a case, which two also get deleted?
When a user refreshes a dashboard, who does the dashboard get refreshed for?
Report charting is only available for:
Which information not captured on user record in Salesforce?
Create ads that display on search engines is possible in Salesforce using
How many Editions are there in Salesforce.com
Which of them is not a Standard Business Object
A Salesforce.com instance has Multiple Currencies as Activated. What is the max
A Lookup Field Relationship Select the correct choice
What is the limit on the compiled size of the Formula Field Select the correct ch
What is Not True About Formulas Select the correct choice
Select which is Not Applicable. What does a Page Layout control Select the choi
On the page layout, some standard fields have properties which cannot be chang
Page layouts are assigned to users based on Select the correct choice
History Tracking can be performed on the following Standard Objects Except Sele
What is a Record Type? Select the right choice
An account team can be added by all Except

The Create New Folder link will only be visible to users with which permission
The size limit for documents uploaded is:
You can set up Salesforce to automatically send email alerts, assign tasks, or u
Workflow Field Updates specify the field you want updated and the new value for
Which of the following is true about salesforce?
Identify the dashboard components from the list
A Workflow Alert can be tracked in Activity History
All of the following are true about Validation Rules EXCEPT:
Standard users can import a maximum of how many account records in a sessio
How many records of a custom object can a System Admin import using the Sale
You are limited to ________ new picklist or multi-select picklist values for any fie
As an Admin you can schedule regular data imports using the Data Loader
Your recycle bin record limit is ___ times the Megabytes (MBs) in your general s
What are true for the data loader?
The user default login hours are 8:00 AM - 5:00 PM. The user logs in at 4:30 PM
When is a custom object created?
The organization wants users to view the details of the calendar of the accounts
A particular role needs edit on contacts, view, edit and delete on contracts an
A particular team needs to track individuals working on cases and the individual
An administrator has given access to all users to view the public folders in solu
org wants to create a follow up task based on a field change. Which is the best w
Which is not true about enhanced list views? (choose 2)
The administrator wants to create 3 custom fields: an auto-number, a text field an
If the data validation at web-to-lead form fails, who will get error report?
Which salesforce.com feature allows the org to capture ROI on online advertisin
Dated exchange rates can be set in the time range of
Data validation rules impact all supported objects except for...
Does access to folders respect the role hierarchy?
When creating users, does the alias need to be unique?
When using Territory Management, can an opportunity be associated with multipl
Do users have to display the jump page every time they create a new record?
If I'm looking at a detail page, how do I know what record type it is?
What happens if you add a picklist value to a field when there are multiple reco
Which tabs are restricted from multiple record types?
Before creating record types for Leads, Opportunities, Cases or Solutions, you n
What objects in the Org Wide Defaults allow you to do a public read/write/transf
List the differences between the Jumpstart Wizard and the Standard Approval Pr
Describe the components of the Console tab:
When can inactive assignment rules be run on leads?
What steps are part of the process to enable Multi-Currency in an organization?
Which of the following can be done on the Activity Settings page at Your Name | S
A manager wants to pend all task assigned to his team so that the due date wil
How many objects may be imported or updated using the Data Loader?
Which of the following is inline editing not supported?
What would you change if all of your online help was displayed in English and

What steps are part of the process to enable Multi-Currency in an organization?


To track revenue gain or loss based on currency fluctuations, you must impleme
When importing Lead records you must use _______ Currency
When controlling and dependent fields are available in Connect Offline...
What type of relationship should be built for a one-to-one? mmm
When creating a Many-to-Many relationship you will need to use a
A Look-up field can look up to what?
When are custom fields removed from the recycle bin?
Which administrative permissions are necessary in order to edit profiles?
Methods to automate leads?
Relative Dates in Report
Report are available on the following tabs
Which of the following records can not be mass transferred?
You can use inline editing to maintain all detail pages in the application except fo
Through the Web-to-Case function, how is that case associated with a contact?
Who can submit an idea to Salesforce.com IdeaExchange?
Which statements are true about business processes?
When using advanced currency management, can a past exchange rate be cha
What happens when you delete a custom field?
Which of the following can NOT be edited on the Page Layout Editor?
Why would you create different Record Types?
Which of the following are formats that you can use for creating a custom report
Which type of field could you use to create a relationship between a custom obj
Which of the following was NOT a new feature in Summer 09?
Data storage include the following: (check all that apply)
Select all that are custom field types. (check all that apply)
What objects may be imported or updated using the Import Wizard? (check all th
Queues can be setup for which objects? (check all that apply)
When you delete a case:
The standard object permissions are: (check all that apply)
When would you choose to build a Public Group?
Which is true about Salesforce Knowledge Sidebar for the Service Cloud Console
A System Administrator followed the click path: Your Name ? Setup ? Customize
Which Sales Cloud Enhancements in Spring 11 are Automatically visible to all Ad
What is the new Chart type available after Spring 11?
What is the limit of Look-up Relationships per object?
What is the limit of Master-Detail Relationships per object?
Which Service Cloud and Service Cloud Console Enhancements in Spring 11 are Au
Which of the following statements are true about Import wizard?
When users log in to Salesforce, either via the user interface, the API, or a desk
You cannot delete all the record types for an object if the object is referenced in
Which of the following are true about mapping fields for lead conversion (Multipl
You convert a lead that is linked to multiple campaigns what is inserted into th
If your org is configured for data export, you can schedule automatic backup file
Which of the following statements is true about transferring leads?

Email templates used in all of the following features must be public and active
What is the purpose API Token field on the User object?
What is the maximum length of a Text Area?
The Marketing User checkbox on a user record allows users to do which of the fol
Identify the statements that define Apex data loader?
Which of the following statements is true about person accounts in backup expor
If you schedule a dashboard refresh on the 31st day of every month, will the da
Which of these is NOT true of list views in SFDC:
The Open Calendar link below any list view can be clicked to display a view of m
Records & Record Detail Pages: What is NOT true of hover links in SFDC?
Adding Records: If I add a duplicate record because I havent searched before ad
Adding & Searching for Records: Which search option allows me to search across
Editing Records: Which of these is NOT true? I can edit fields by:
Editing Records: Required fields are marked by which color?
Personalizing SFDC: If I want to update my personal info, email settings, etc. I ha
Here are the salesforce.com definitions of a Lead, Account, Contact, & Opportunit
When I qualify a lead, the lead then automatically becomes (select all that apply
You are about to enter a new lead from a cold call into SFDC. What do you do firs
Which will appear on your pipeline report?
Which definition best describes accounts and their relationships with other re
Select the option that is NOT true of the stay in touch feature in SFDC:
Select the option that is NOT true of opportunities:
Which option is NOT true of events?
Which one of these is NOT a recorded activity in SFDC?
Which of these is NOT true: it is possible to import my existing contacts from Ou
Which of the following is true if you remove the "Read" permission from a users p
Which of the following are true about the Default Division field on the User objec
Conditional formatting is available for:
What can stop a scheduled report-dashboard run?
Specifying a "running user" in dashboard means
What is true about look up relationships?
Which of these are inherited from objects on homepage in a console layout?
If a field on page layout is required and is read-only on FLS, what would the use
Which statement is true about custom summary formula:
How do you specify the following in a formula field : the year of the custom date
A person account is different from business account because: (any 2)
If territory management is enabled for your organization and a lead is converte
What can a user do an account record that has been manually shared read/write
When a case is deleted, following are deleted except:
What is true about Managed Packages?
Sharing rules can be formed on the following except:
Which one of these may be a controlling field and a dependant field?
What data can you request for in the weekly data export?
The administrator changes the organization time zone from "pacific daylight" to
Difference between workflow rule and workflow approval process is

With the "manage campaign" button on campaign selected, what all can you do w
A custom lead field can be mapped to
What is the role of "Primary Object" when creating custom report types?
What is the use of campaign influence feature on opportunities?
A lead has been converted. Where can we find the campaigns associated with it?
The company wants all opportunities associated with an account to be added in a
A sales user wants to have edit access to opportunity but should not be able to i
The administrator wants to track data over a period of time. Which graph would
Which graphs rely on grand total for dashboards?
Which of these has many-to-many relationship?
users with which Permission can install or uninstall AppExchange packages fr
What is true about a Web-to-Lead?
What is true about Lead Assignment Rule?
Select all which are true about Contacts Objects
Who can view a Campaign in Salesforce.com
Who can view campaigns?
You need which permission to specify a running user other than yourself.
What is true regarding a Running User
While Scheduling an email reports user specifies all except
Custom Summary Formulas are
Record types are used to implement custom business processes by associating t
How many lead assignment rules can be active at one time?
Which of the statements are true for Cases
A virtual storage that can be used to group on criteria such as skill requirements
How many External ID fields can you have per object?
When creating a custom report type Making the status In Development hides t
Select the user permissions which override field-level security (Select all that ap
Which of following is granted by the Manage Territories Permission (Select all tha
You can enable field encryption by:
What is the maximum length of the alias field?
When creating a recurring event what are the maximum occurrences by interval
Which of the following special picklist fields are not available for record types
Can I change the location of Chatter feeds? How?
You have a custom object called "Widgits" which has a Master-Detail Relationsh
What are the Start of Day and End of Day fields used for on the User Object?
How long does a backup data export remain on Salesforce CRM before it is autom
Which field on the user record controls the currency for quotas, forecasts, and re
When do scheduled dashboard refreshes occur?
When you transfer an Account which of the following objects are automatically t
You have created a custom field of the type "Number" on the Account object calle
When creating a custom report type all objects display in the Primary Object drop
Which of the following are possible with a Master-Detail-Relationship (Multiple C
What other permissions does the "Manage Analytic Snapshots" permission require
Which of the following are options when transferring accounts (Multiple correct
Which of the following statements is true about Dashboard Refreshes?

You can create which of the following types of email templates (Multiple correct
What is the maximum length of any auto-number field?
If your org is configured for data export, you can generate backup files manuall
What is the max length of the field type "Text" ?
What is the maximum length of the field type "Text Encrypted"?
Which of the following utilize the "Automated Case User" (Select all that apply):
If a users profile contains log in hour restrictions which of the following time
Which of the following are true about the field type "Text Area(Long)" ?
If your organization has territory management, account and opportunity list views
Which of the following are true about Web-to-Lead
Which of following is granted by the Manage Cases Permission (Select all that ap
What is affected by changing the default locale setting for an organization?
Which currency is used as the basis for all currency conversion rates when the m
Which of the following is the users default currency for quotas, forecasts, and r
A US sales rep is reporting that new opportunities she creates do not default to
Which action can a user with the standard system administrator profile take? C
Which task can a delegated administrator perform? Choose 3
What field in the user record must be unique across all Salesforce users and mus
What Salesforce standard profile allows a user to view, edit, and delete records
What Salesforce standard profile allows a user Standard User Permissions + ca
What Salesforce standard profile allows a user Standard User Permission + can i
What Salesforce standard profile allows a user Standard User Permission + can e
What Salesforce standard profile allows a user to only only view records?
Identify the statements that are true about deactivation of a user? Choose 3
What path would the user click to grant login access to the administrator?
The new user business process at AW Computing specifies that the CEO, vice pres
A user receives an error message when attempting to login to Salesforce. What is
Which setting can a system administrator control in the Salesforce user interfac
Which of the following tasks does inline editing support? Choose 2
Which functionality is available when enhanced lists are enabled? Choose 2
Which of the following hovers use the mini-page layouts? Choose 2
Which settings cannot be modified for individual users? Choose 2
Which component can be included in a custom home page layout? Choose 3
Which option is available to a system administrator when managing passwords f
Which feature restricts a users ability to log in to Salesforce? Choose 2
What does Salesforce authenticate before allowing a user to log in through the
Which of the following statements are true about trusted IP ranges? Choose 2
Which of the following statements is true about computer activation?
A user profile has login hour restrictions set to Monday through Friday, 8 am to
Which statement about public groups is true? Choose 2
Criteria-based sharing rules can be created for which objects? Choose 3
Universal Containers needs to allow a group of users to view account records t
Universal Containers set the Organization-Wide Defaults for accounts to public
Universal Finance has segmented its customer base into two categories: High We
How would you allow collaborative access to the accounts, contracts, contracts

What determines whether a user can create a new record using a specific record
How can a system administrator restrict users from viewing certain fields in list
Sales Managers need to view and report on sales revenue across an entire compa
What is the purpose of a profile? Choose 2
Which profile component would you use to make a field required?
What profile permission allows the user to create, edit, and delete all organizati
Universal Containers has set the organization wide default sharing for accounts
Which checkbox would you clear to prevent Support Users from seeing the Discou
Universal Containers pushes an account number from an external accounting sys
A system administrator created a custom object for a recruiting application to tr
What is true about standard fields? Choose 3
Which customization option is available for standard fields? Choose 3
Identify the correct statement from the given list.
Which of the following statements are true about Master/Detail relationship in
What happens when you delete an object that is related to a junction object by a
What is used to create a relationship between an Opportunity object and a Cam
Which field type can be used as an external ID? Choose 3
Sales representatives at Universal Containers need to view the number of open
What does the controlling field determine when field dependencies are being cr
Which is available when creating list views? Choose 2
A system administrator at Universal Containers created a custom object to capt
How can you ensure that a value is entered in a field?
Which statement about record types is true? Choose 2
Which statement is true about business process? Choose 2
Universal Containers has multiple support teams. One team handles technical su
Regional sales users at Universal Containers sell to both business and consumer
How can a System Administrator meet these requirements?
Universal Technology sells software and consulting services. The software sales
What automatically occurs when a custom field is deleted? Choose 2
What should a system administrator consider when deleting a custom field? Cho
Which statement about formula fields is true? Choose 2
Universal Containers is capturing a percentage discount directly on an opportu
Universal Containers populates the Industry field on each account record. The v
A sales user at Universal Containers has updated the opportunity stage for an o
Sales management at Universal Containers is requesting better visibility into spe
When working on opportunities, sales representatives at Universal Containers n
Universal Containers has set the organization-wide default settings for accoun
Which schedule type can be defined for a product? Choose 2
When a lead is converted and an opportunity record is created, which other obje
When you convert a lead, it is converted to an account, a contact, and an ______
Which permission is required to convert a lead? Choose 2
A system administrator has created a formula field on a lead object to calcula
The marketing team at Universal Containers uses a web-to-lead form to capture l
The marketing team at Universal Containers is responsible for creating new leads
Identify the maximum number of leads or contracts that you can add from a repo

What can a marketing user do using the Manage Members button on a campaign
A user responsible for managing and creating campaigns is unable to create a n
A marketing manager needs to view summary metrics across a set of related ca
What objects are cases related to? Choose 2
Universal Containers outsources its first tier of customer support to a partner. W
Who can cases be assigned to when case assignment rules are being set up? Ch
Which user is listed in the case history related list for case changes made from
Which tool is used to identify the case that has matured?
Why should you use early triggers?
Which functionality is available when solution categories are enabled? Choose 2
Where can multi-language solution search feature be enabled? Choose 2
Which tab can be included in a customer portal? Choose 2
What can a system administrator customize for a partner portal without affecting
What can an administrator assign to both Ideas and Answers?
Which step is required to enable and create an Answers community? Choose 3
Which statement about master and child ideas is accurate? Choose 3
The best way to monitor new postings is to regularly review which tabs?
Where can Salesforce Knowledge be accessed? Choose 2
What is a capability of Salesforce Knowledge? Choose 2
Which functionality is available when customizing tasks? Choose 2
Universal Containers has certain customers that must be placed on the Do Not C
Where posts of everyone you are following are displayed and everyone can see
Where only posts directed to you are displayed and everyone can see what you
Where only users with access rights can view or post here?
Where only group members can view or post here?
Who has the permission to edit a Chatter profile?
Which of the following are good Chatter Etiquettes? Choose 2
How can a system administrator add users to a Salesforce organization using Ch
Which is a capability of Chatter files? Choose 2
In Salesforce, what does Data Storage include?
What is the method to provide access to documents within Salesforce without qu
What can be transferred from one user to another user during a mass transfer o
For how many days with the Recycle Bin hold deleted data?
A marketing user has received a file of leads to import into Salesforce. What is
Which of the following statements are true about importing data using the Impo
What are the limits for the Account + Contacts import wizard per session?
If you need to insert, delete, or extract data, what is the best tool to use?
Identify the statements that define the data loader. Choose 2
A system administrator at Universal Containers incorrectly imported a set of r
How can lookup fields help keep your data clean?
Which statements are true regarding universally required fields? Choose 2
Which automation tool will prevent a record from being created in Salesforce if
What are data validation rules executed on?
Identify the statement that correctly defines Data Validation.
A system administrator at Universal Containers needs to prevent sales represent

On which of these areas, Data Validation rules are enforced but no feedback is g
Which functionality is available when using the data export service? Choose 2
How often can Export requests be made using the Data Export tool?
Universal Containers requires that its Salesforce account data, including attac
What is a capability of the content delivery feature of Salesforce Content? Choo
Which statement about report folders is true? Choose 2
How can a system administrator grant users access to dashboards? Choose 2
What should be used to control a users ability to view a dashboard? Choose 2
Which characteristics apply to standard reports? Choose 2
Which report summarizes data in a grid against horizontal and vertical criteria,
Which report show lists of records sorted into groups with subtotals?
Which of the following reports provides a simple listing of your data without sub
Sales executives at Universal Containers need to view a chart that displays opp
Which chart type is used when grouping by a date field, to display changes over
Which chart type is used to show grand total and compare each groups share of
Which chart type is used to show the proportions among multiple groupings in an
Which chart type is used to plot two summary fields against each other to visual
If you select the Chart component, you can choose between which of the follow
What can appear in a summary row on a report? Choose 4
Which statement is not true for custom summary formulas?
What cannot be highlighted on a report using conditional highlighting?
Which data can be highlighted in a report using conditional highlighting? Choos
Where can conditional highlighting be used? Choose 2
Which tasks can an administrator perform? Choose 3
Universal Containers set the organization-wide default setting for opportunities t
Universal Containers requires that the organization-wide default for opportunitie
What must a system administrator consider when setting up the running user f
What will occur when a system administrator creates a dynamic dashboard?
Which type of report can be used to create dashboards?
Which dashboard component displays data from the summary rows of the source
Which dashboard component displays a single grand total from the bottom of a
Which dashboard component displays data where grand total lies within a speci
Which dashboard component displays data from the summary rows of the source
When a user drills down a dashboard component to the source report, they notice
What does the report type determine when a new report is created? Choose 3
What is a valid relationship type between objects A and B when defining a cust
When are workflow rules evaluated?
When are workflow rules evaluated based on the order of execution? Choose 2
What are the two main parts of workflow?
From the given list, identify a workflow action.
Which of the following functions can workflows be used for? Choose 2
Sales representatives at Universal Containers should be notified any time supp
Sales management at Universal Containers needs to prevent sales users from e
What is required to make a user an approver in the approval process?
Identify the true statements about workflow approval process. Choose 3

AW Computing has a discount workflow that requires approval from the Sales Dir
Which statement about Mobile Lite is true? Choose 2
What should a system administrator consider when setting up Mobile Lite? Choo
Which step must a system administrator take before users can use the Salesforc
When are validation rules applied when using Salesforce for Outlook?
When should a system administrator consider using the Salesforce AppExchang
Which permission is required to install and uninstall packages from Salesforce
When installing an App from the AppExchange, which of the following steps do
What is a capability of Forecasts? Choose 2 answers
When a user posts to a public Chatter group of which they are not a member, w
When a user selects an email in Outlook, what options are available in the Sale
With Chatter Tasks enabled, what happens when a user creates a task on a reco
What is a consideration when setting up the beta version of the State and Count
Which ones are true about Lead Assignment Rules?Choose 2 answers.
What happens when you convert a Lead? Choose 2 answers.
What will prevent a System Administrator from deleting a custom object?
What are required when creating a new Custom Object Tab? Choose 2 answers.
Which ones are true about the HTML Email Tracking feature in Salesforce CRM?
A System Administrator is at the New User page. He is trying to assign this woul
In which of the following scenario will you create a Data Validation Rule? Choos
Which are Limitations to Time Triggers in Workflow Rules? Choose 2 answers.
Choose the correct Statements about Campaign Hierarchies. Choose 2 answers.
What is a Profile in Salesforce CRM?
Bruno set up web-to-lead. He created a custom form which worked well upon test
What happens when you delete a custom object?
How do you describe the capabilities of a Role?
Pick the correct statements about Formula Fields below. Choose 2 answers.
What are the steps to set up the Console Tab? Choose 4 answers.
What are the elements of the Sharing Model? Choose 3 answers.
Process Visualizer can be used to do which of following? Choose 3 answers.
Choose the statements that provide correct information about Custom Lookup Re
What happens when you create a new Workflow Rule?
When do you use a Dashboard? Choose 2 answers.
What can be set when creating a custom app? Choose 2 answers.
What is true about the New Report builder? Choose 2 answers.
Access to data at the Record Level can be controlled by which of the following?
Which is not a Default Label of a Standard Field?
How do you create a Multi-Day Event?
Where do you use Folders in Salesforce CRM? Choose 2 answers.
Pick the incorrect statement about Report Types in Salesforce CRM.
What settings are found in the Chart Editor? Choose 2 answers.
Margie has a Marketing User profile but she is unable to create new Campaign
A particular user wants to see his User Menu as individual links instead of bein
Which changes in Data Type of an existing custom field can cause data loss? Ch
What is true about Lead Assignment? Choose 2 answers.

If the Confine Opportunity Assignment checkbox is selected for a territory, the


Which formula would you use in a validation rule to ensure that a custom date fi
What can you do in the AppExchange? Choose 4 answers.
What can Roll-up Summary Field do? Choose 2 answers.
In Which Custom Tab can you set whether or not the sidebar will display?
Which ones are not true with Sharing Rules? Choose 2 answers.
Which of the following are true about Organization Business Hours? Choose 2 a
When Assignment Rules fail to locate an owner, who will be assigned ownership
A feature in Salesforce CRM that specifies the steps necessary for a record to
Which are Custom Profiles? Choose 2 answers.
What will happen when you Mass Delete Contacts? Choose 3 answers.
The salesforce.com import wizard will de-duplicate records based on the spelling
What information is always found on a User Record?
Which of the following can be controlled by Profile Settings? Choose 2 answers.
What are sources from which cases can be created? Choose 2 answers.
What is not true about Folders in Salesforce CRM?
A System Administrator will have to create a Report Type in which of the followi
Which validation formula ensures that users do not change the Close Date of an
Which are true about standard and custom reports in Salesforce CRM? Choose 2
Which is not a step to Create Workflow Rules?
Which of the following check boxes in the User record requires a correspondin
Which objects may have Sharing Rules?
Custom sidebar components in the Service Cloud console allows you to view Cas
What is not a step to schedule a report to run in the future?
Which type of records can be added to as campaign members?Choose 3 answer
Which fields are required when you setup a new User record? Choose 2 answers
A Standard profile that has Standard User Permissions and has the ability to ma
What are considerations when using Sharing Rules?Choose 2 answers.
Describe the difference between Standard and Custom Fiscal Years.
A company is implementing Salesforce Service Cloud Console. The System Admin is
What are the components in the Page Layout? Choose 2 answers.
What types of tab can you create in Salesforce CRM?Choose 2 answers.
Select the methods to associate Leads and Contacts to a Campaign. Choose 3 a
A Marketing Manager added 25 leads to an active email campaign. She set the m
Choose the correct statements about Custom Summary Formulas? Choose 2 ans
An Event appears on the Single-User View of your Salesforce Calendar but not on
John owns 20 opportunities. Whenever the Regional Sales Manager runs an opportu
Which of the following are Customizable Related Lists?Choose 3 answers.
Where do you set an External ID?
A System Administrator created a custom object and built a relationship between
Choose the correct statements about Report Formats in Salesforce CRM?
The Sharing Setting for Contacts is "Controlled by Parent". John has a profile th
Who can you grant access to or remove access from your Calendar? Choose 2 a
Which is a correct statement about the Console?
What are considerations when creating Charts? Choose 2 answers.

What are the capabilities of the Campaign Influence feature in Salesforce CRM?
Which ones are true about Organization-Wide Defaults? Choose 2 answers.
Choose the steps that are specified correctly in your Approval Process if your
What happens when you delete a Predefined Case Team? Choose 2 answers.
Choose the Data Management Options available in Salesforce CRM.Choose 2 an
Workflow & Approvals Settings allows you to do which of the following? Choose
Choose the correct statements about Roles and Role Hierarchy. Choose 2 answer
You want to setup a Case Management system so that cases with Tier 1 support i
What page do you access to uninstall an app?
What are the things to Consider when configuring workflow rules? Choose 2 ans
What are good practices when creating Validation Rules? Choose 2 answers.
Which relationships between objects are possible?Choose 3 answers.
In which order are rules processed in Salesforce?
Permissions are organized by Assigned Apps, Object and Tabs, App Permissions,
What are the capabilities and implications of the sales process? Choose 2 answe
Choose the objects where you can enable Field History Tracking.Choose 3 answe
Which is true about Field Dependencies?
What happens when you convert a Lead? Choose 2 answers.
Where can you launch the New Custom Object Tab? Choose 2 answers.
Workflow Rules in Salesforce CRM automate which types of Actions?
When do you Create a Data Validation Rule? Choose 2 answers.
Bob set up a Library to store all his team files. He added all of his direct repo
What are the ways to create a new User Record? Choose 2 answers.
Choose the correct statements about Holidays in Salesforce CRM. Choose 2 ans
Who can create a new Campaign in Salesforce CRM?
Where can you view Activities? Choose 3 answers.
Which of the following scenario will trigger Case Auto-Response Rules? Choose
Joe sees the Event Details in Single-User Calendar View but he only see blue bar
How is access granted through the Role Hierarchy?
What Data Export options are available in Salesforce CRM? Choose 3 answers.
Permissions are organized by Assigned Apps, Object and Tabs, App Permissions, A
Which counts against File Storage in Salesforce CRM?
What are the differences between Sales with Account teams?
What happens if a Managed package does not require a license?
You have successfully implemented Salesforce CRM Ideas. As more and more peopl
Which are true about links in the Console Tab? Choose 2 answers.
Which elements can approval process have? Choose 2 answers.
Who can create Workflow Rules?
Where do you set the visibility of an App? Choose 3 answers.
What happens after you enable Report Builder Upgrade? Choose 2 answers.
What are true about Advanced Currency Management in Salesforce CRM? Choos
What is a basic consideration when changing the Record Owner?
A System Administrator deleted a custom field in the Accounts object. Which of t
When using Knowledge, when can Articles be created?
What are the considerations when creating Time-Dependent Actions and Time Tr

When do you use the Import Wizard? Choose 2 answers.


This tool displays a graphical version of an approval process.
Which of the following are true about Advanced Currency Management (ACM)?
When are data Validation Rules enforced?
What can you do when creating List Views? Choose 3 answers.
What may not be specified when creating a Web Tab?
How does Folder access differ from Record access?
Campaigns and Contacts objects are hidden from Profile_A, which has the 'Customi
What happens if you Mass-transfer records from one user to another?Choose 2
What will happen to the records of a package after uninstalling the latter?
What are the capabilities of Web-to-Lead Auto-Response Rules? Choose 2 answe
What is true if a record is "locked"? Choose 2 answers.
In which group of objects do you see the New Meeting Request button in the Open
Which are true about Storage Allocation in Salesforce CRM? Choose 3 answers.
Which objects use Folders? Choose 3 answers.
Which of the following conditions will not trigger a Validation Rule? Choose 2 an
Which of the following Actions do not trigger Workflow Rules? Choose 2 answers
A newly hired Salesforce System Administrator inadvertently deleted a custom ob
Which statements are true about Fiscal Year settings in Salesforce?
What are the considerations when assigning Users to Roles? Choose 2 answers.
You are implementing Answers in your organization. During test deployment, you r
View Setup and Configuration permission is automatically checked when you che
Which Approval Process Wizard is consists of a setup wizard that allows you to d
Which is not correct about Validation Rules? Choose 2 answers.
Which is true about All Day and Multi-day Events?
Which are not Limitations to Time Triggers in Workflow Rules? Choose 2 answers
What information is always included in the Company Profile? Choose 2 answers.
Which extra step has to be done when you invite a user to an event in Salesforce
Which statements about Workflow Approval Process in Salesforce are correct? C
Albert keeps disappearing from his manager's reports and list views because he
What are the key benefits of Territory Management (TM)? Choose 4 answers.
Which list views can be available in the Console Tab?Choose 2 answers.
Which is a usage example of Web-to-Lead?
Which are considerations when creating Data Validation Rules? Choose 2 answer
Sales management at universal Containers needs to display the information list
The administrator at universal containers will create a custom field to track a s
what feature allows a user to group campaigns within a specific marketing progra
Universal Containers wants to create a custom object to capture account surve
When can a validation rule be used to prevent invalid data ?
which feature license can be assigned to a user record in salesforce?
what does a custom report type determine?
Universal containers currently assigns its users from the facilities and IT team
Universal Containers has a private sharing model in which regional sales manage
What can users do with Mobile Lite ?Choose 2 answers
If two objects have a parent-dwld relationship, how can a user access the child

A system admwiasb-ator at Universal Containers created a new account record ty


What should an administrator consider when configunng workflow rules ? Choos
When importing data, what happens if some records do NOT meet the data valida
What is an option when customizing a report? Choose 3 answers
Which statement about Chatter posts and comments is true? Choose 2 answers
A user is having trouble logging into Salesforce. The users login history shows
Universal Containers uses a private sharing model for opportunities. the sales t
The support group at Universal Containers wants agents to Capture different inf
How can Knowledge articles be used ? Choose 2 answers
What standard object has a one-to-many relationship with the account object?
What user interface setting must be enabled for users to edit records in a list
Which statement about Community experts is true? Choose 2 answers
A marketing user needs to create a new campaign, but the New button is NOT vis
Which statement about products and price books is true? Choose 2 answers
What does a page layout allow an administrator to control?
Universal Containers has a marketing team set up as a public group. A sales re
An opportunity record, created with a dose date of July 30, meets the criteria o
Which privilege can be granted to members of a content library (workspace) wi
The marketing team at Universal Containers wants to send an email to each lead
What should be considered when configuring the lead conversion process? Cho
What can be modified on standard object fields? Choose 3 answers
What is the purpose of the AppExchange? Choose 2 answers
What is the purpose of the Service Cloud (customer) portal? Choose 2 answers
Universal Containers wants to ensure that users complete the standard Industry
Universal Containers wants to create a custom object to capture account survey
Sales representatives at Universal Containers should not be able to create lea
Universal Containers wants to capture the invoice number and account credit sc
Which chart type can be used to display summary values from two different leve
The support team at universal Containers wants to be more proactive about rene
What setting is controlled by a users profile? Choose 3 answers
What relationship can be selected en a custom report type where Accounts is the
Universal Containers uses a custom held on the account object to capture the ac
What level of access can be set when sharing a document folder with users? C
The sales operations team at universal Containers needs to be able to read, edi
Universal Containers needs to use cases to manage both customer support issue
Universal Containers is using a private sharing model. The US sales director ne
Which statement about Chatter posts and comments is true?
Universal Containers needs to synchronize data between Salesforce and an exte
Universal Containers set the organization-wide defaults for cases to private. W
A system administrator at universal containers needs to mass update the lead
Universal containers has two business groups, Products and Services. Both group
What will happen when a user attempts to log in to salesforce from an Ip address
What can an administrato configure for users on the search result page?
What permission is set in a users profile?
What tab setting on a profile makes a tab not accessible on the all tabs page or

What must an administrator do when creating a record type?


What type of field allows user to input text,images and links?
Which statement about products and price books is true?
What can be done with a workflow field update action?
Universal Containers has two Sales groups.Each group has its own unique sales p
Which statement is true regarding the Answer Community?
A time-dependent action is placed in the workflow queue when the record is cr
The Sales team at Universal Containers wants an easy solution to gather custom
How can a sales user relate an opportunity to a Campaign?
What is a method for adding content to Salesforce CRM Content?
A user at Universal Containers reports an error message when attempting to log i
Universal Containers uses web-to-case to convert support requests submitted th
A Sales executive at Universal Containers wants to be notified whenever high-v
What is the purpose of the appexchange?

A
B
Self Service Portal
Public knowledge base
User tried to login from an IP outside User tried to login from an IP outside the O
User can login to salesforce once the User can login normally from the machine w
Tabular
Metrics
Create a lookup for Account on SurveyCreate a lookup for Survey on account obje
Using controlling and Dependent picklUsing different applications
Provides access to only some of the cProvides access to all standard objects
Contacts not related to accounts
Accounts not having related owner
Partners can download apps and share
Service Cloud app can be downloaded and u
Delete the field
Set default value for the field
Knowledge base articles can be accesKnowledge base can control view and edit accesses of users to a
Make the OWD Public read only
Make all the sales reps to roll up to sales di
A product with no price automaticallyStandard price and list price can be in multiple currencies
Create a private chatter group and adShare the presentations by posting them on
Create a page layout for the object Assign the record type to appropriate profil
The field will be editable in edit page The field will be read-only in edit page
Role
Profile
Summary or metric report
Summary and Dashboards
User who have set their default time Users who have set their default time zone
Mass In-line editing of different recor Up to 1000 records can be printed at a time
Contains Contact Related List
Contains Opportunities Related List
Marketing
Recruiting
Year(TODAY) = Date(My_Closed_Dt) Year(TODAY) > Year(My_Closed_Dt)
Standard checkbox
Multi-select Picklist
The Running User does not have access to the data.
Managed Packages
Unmanaged Packages
Marketing User
Invoice Manager
Lead Statistic fields
Forecas Statistic fields
1
0
Google Adwords for Salesforce
Campaign call down report
Only when a record is created
Every time a record is created or edited
Cases and Solutions
Campaigns and Opportunities
Custom formula
Roll-up summary
Primary object
Read/Write access to the objects
Apex Data Loaders can import and exp
Import Wizard can import up to 50,000 records into Case object
Hide Details
Hide Details and Add Events
User will be logged out and unsaved User will be logged out but any unsaved w
Number of logins per week
Count of activities created
Use a SFA solution, with Objects Definitions, Account Record Types, Contact Syncro ,Workflow and App
Setting up salesforce mobile
1
0
Use the generated webpage and Javascr
Keep it simple and quick so that the prospe
1
0

Create a budget to bring in an enterprCreate a budget to implement a business in


When quarter reporting ends
Availability for a conference call explainin
John and Sam can see all of the sameJohn can see all of Sams data, but Sam CAN
Activating historical users
Suspend workflow rules
Territory Management
onths ago, the same project team is now planning for North America.Their System Administrator is considering e
A report on the number of leads gen A report on how many opportunities were
Plan & Define Goals, Creat Member List, Execute, Track Reponses, Analyze Effectiveness
Use the page layout to make the fiel Use field level security to make the field r
The Partner Manager role is immediately under the Partner Executive role. The Partner User role is imm
Opportunities
Opportunities with product line items
Adwords - Key Words used when searched in Google that will provide a Company's Sponsored link. Go
Reporting - Lookup relationships allow data from the two related objects to be joined in one report.
Import wizard
Native connector to SAP R/3
Content Management, Publishing with Workspaces
Converted leads
New Contacts Created
A person account is an individual consumer with whom you do business, such as a financial services c
Person Accounts are NOT enabled by Default. They can be added to a to the Contact Roles related list

Create a Dashboard for the MarketingCreate a workflow to send an email each tim
Ask for her opportunity escalation SL Ask for her Running User selection

Set the Org-wide default on the Opportu


Set the org-wide default on the Opportunity

Visibility into accounts they never ha A way to share deal proposals


Uncheck the Grant Access Using Hierar
Contacts that are not linked to an account
Dashboard of user logins
Count of new accounts/records
Salesforce CRM administrator
Implementation Project Manager

Take advantage of Salesforce.coms So


Correlate clicks on Google advertisements w
Use the standard Competitor fields Create a lookup to a custom object for the i
Use Territory Management with Account critera sharing rules Key benefits of terri
Tell them to put the important files in Recommend Google docs and put links in C
Price books
Leads
Use validation rules to prevent inside Create two page layouts and reduce the num
Up to 20 Components
2
Lead Score
Campaign Influence
Separate page layout for the sales anHide the fields through Field Level Securit
How much money will the Navy spendDo you forecast by revenue or inventory?

Accounts
Contacts
Prospect validation
Account setup
Talk with the current user to determ Build a custom object with a master-detail
Create a validation rule to submit oppCreate workflow rules to create specific tas
Enable Partner Portal Knowledge
Create report that counts the numberImport
o
an adoption dashboard from the Ap
1
2
Logout, then log in again
Nothingthey will see the application in S
10,000
50,000
Opportunity Related List
Campaign History Report
30
45
ROI = (Total value of Won opportunitieROI = (Total Value of Lost opportunities Ac
Load records less than 50,000
Schedule regular data loads
They differ from unmanaged packages
Allows the system Administrator to modify t
Accounts and Contacts
Leads
1
0
1000
500
Edit Page
Sidebar
Add a line to an existing line, vertic Add a cumulative line to an existing line cu
Profile-based login hour restrictions Organization-wide login hour restrictions
Email Alerts cannot track specific actiEmail Alerts allow you to track the specifi
1
0
Date Range
Email
Access to Application
Data Visibility
Your organization must be using custoFollow the steps in the Deploying Territor
1
0
100
200
You can't have more than 250 groups You cant have more than 4000 values in a
125Columns and 25,11 Rows
256Columns and 65,536 Rows
Leads
Accounts
Transfer Capabilities
View and Edit Capabilities
1
0
Formulas cannot reference themselveNot Available for lead conversion
Hide Details and Add Events
Hide Details
Customizable Forecasting
Standard Profile
1
0
Forecasting
Language, Locale, and Time Zone
1
0
Use your company logo on a Partner SData goes into your Salesforce objects throu
1
0
Anyone above owner in role hierarchyOwner
1
0
You can manage multiple profiles at oEnhanced List views

Related Lists

Edit Page
1

Text

0
Visual Force

5
Manually change on the Object
Forecasting

8
On a Page Layout
Language, Locale, and Time Zone

1
Custom Objects

0
Reports

0
Records to which you have read or read/wri
1
0
Home
Accounts
1
0
A single user
Multiple users
1
0
A user saves a record
When using a force.com data loader and th
Standard Profile
User Name
1
0
Primary Contact and Address InformatLanguage, Locale, and Time Zone
Every user must be assigned to a role,All users that require visibility to the entir
1
0
Modify the applications to meet your Point-and-click customization tool
Each workflow rule applies to a singleWorkflow rules can't be triggered by campaig
Task creation
Field Update
1
0
Dashboard is a collection of componen
Charts must use summary or matrix reports
1
0
Account / Contact
Lead
Customize, integrate and create enterp
Point-and-click customization tool
Standard Salesforce.com Objects
Capture key, related information that appli
Enterprise (200) & Professional (50) Enterprise (200) & Professional (100)
List View
Reports
1
0
Records you own,

Solutions

Documents
1

Specify the running user


Specify the frequency
Custom report types allow you to defiWith custom report types, you can enable us
1
2
500, 1000
250, 500
Only when a Record is created
Every kind of workflow evaluation criteria
Every 15 Minutes
Nightly
1
0
10
25

When a case is created online via We When a case is escalated


100
200
Metric
Gauge
You need user with Marketing Profile Click Run Report and choose Schedule Futur
Salesforce.com
The Partner Portal
User record (Personal Setup)
Security Control
1
0

Allows to be upgraded later


Account
Personal Setup

Unmanaged package can be converted to


Case
App Setup
1
0
Maximum of 10 time triggers per ruleMaximum of 20 time triggers per rule
Apex Code, to check the positions salApproval process
1
0
Enterprise (50) & Professional (50)
Marketing User

Enterprise (50) & Professional (25)


Contract Manager
1

100
250
Yes
No
have Unlimited Edition licenses
request a feature license from salesforce.c
Pipeline reports may include omitted Forecasts may be overridden
1
0
Adding multiple records together

If/then/else conditional statements


1

By default the list shows ,ALL change The list tracks Stage, Amount, expected Am
Created
Saved
Recent Items
Sidebar Search
1
0
SF ideas
SF content
Accounts
Cases
1
0
Reads the case
Adds a related comment to the case
The Record Owner, System Administrat
The Record Owner, a User shared to the rec
Accounts and contacts
Content library
They will not be able to complete th They will not be able to complete the inst
Tabular
Matrix
The overall opportunity amount does The overall opportunity amount and conver
Launching an External URL
Running an S Control
1
0

Territory
Username and Password

Product Family
Role level access
1

Sharing is inherited from parent

Child needs to be manually deleted when pa


1
0

HTML

XML
1

Lookup
Text
A URL
A URL that passes salesforce.com data like
Account, Contact, Opportunity, or Ca Account, Contact, or Opportunity
Account
Contacts
List Views
Reports
1
0
Big Deal Alert
Workflow Rule
Amount multiplied by the total price of
The sales price on any line item times the p
Users and Custom Objects
Leads, Accounts, Contacts and Custom Obje
Yes
No
View, edit, delete, and transfer his/h Extend sharing on both his/her and his/her
1
0
The related lists of the case page la The custom links of the case page layout m
1
0
S-Control
Formula Field
Composite
Client
Default Sales Teams are configured onDefault Sales Teams may be added manually
Custom Formula Fields can reference C
o ustom Formula Fields can reference standa
1
0
Opportunity Close Date Only
Product Date Only
Chart
Table
Nightly
Every twenty minutes
Stage Defaults to first option in the p Stage defaults to first option in the pickli
They are the same thing
Marketing User Profile allows users to cre
One custom field
Two custom fields
Either Reports, Price Books, DocumentEither Reports, Dashboards, Documents, or
1
0
Standard object as the "master" and aCustom object as the master" and a standar
Outbound API message
Update Field
External Id
Parent External Id
1
0
Total Amount of Opportunities / Expe Amount of Won Opportunities / Budgeted Co

1
0
The sales process controls the stage fie
The record type controls the stage field, the
Dashboard Component
Custom Button
Opportunities, Products, Cases, AccouProducts, Cases, Accounts, and Contacts
Custom Tabs
Custom Fields on Custom Objects
Solutions, Cases, Leads and OpportuniCases, Leads, Solutions, Contracts, and Cu
individual groups
legend entries
Convert leads to contacts from the c Track the number of business accounts rela
Merge Profiles
Make mass permission modifications across
Survey customers for their use of Sal Custom brand an email sent to idenify Con
1
0
Sales processes
Workflow rules
ISBLANK() and ISEMPTY()
ISBLANK() and ISNULL()
Customize dashboard settings
Customize dashboard components
The special date values "Today" and "T
Lookup filters are case Sensitive.
Are alloted extra data storage usage Can view documents from Content workspa
Hierarchical relationship fields
lookup fields to the Activity object
Relate a business account to a campacreate a custom lookup field to another obj
Send an email alert
Start a new task
An active administrator's email addreA manually entered email address
Display data from multiple reports in Display more than one summary value in a
Marketing User

Sales User

Yes

No

Account

Contacts
1

Import Wizard

Data Loader

Email to Lead

Email to Case

Profile

Role

User is automatically Logged Out

User keeps working continuously without an

The default Locale of the user is also The User is asked for a Choice; if he would
Developer Edition
Professional edition
When a record is created, or when a re
Only when a record is created
Profile based Login Hours
Profile based Login IP Ranges
15

30

Page Layout

Validation Rule

Service
Text Field

Sales
Number Field

Checkbox
Yes

Custom Picklist
No

Blank

Today ()

Customize Application

View Setup and Configuration

Yes
Lead

No
Case

Sales Processes

Marketing Process

Look and Feel is inherited from Prima Record Ownership is inherited from Primary
Yes

No

Leads
Accounts
Production and Config Only Sandbox Production and Developer Sandbox
Read Only for the User
SUM

Required for the User


MAX
10

User License

20
Page Layout

10

Yes

No

HyperLink

Substitute

Tabular Reports

Summary Reports

Import Wizard

Data Loader

Tabular

100

200
Summary

10

20

Accounts

Leads

Accounts
OWD is Private

Asset
OWD is Public Read Only

He still sees the Opportunity record


Tabular Reports

He is not able to see the Opportunity Recor


Summary Reports

Text

HTML with Letterhead

Lead

Account

Professional Edition
Yes

Full Test Sandbox


No

yes

No
1

Yes
Managed Packages

No
Unmanaged Packages

Validation Rule

Big Deal Alert


1

Leads and Cases

Leads and Accounts


1

2
Every 15 minutes
Last Modified By Field

3
Every time they are seen
Audit trail

500

5,000

Any person, organization or company An


t organization, individual or company inv
1

(1 OR 2 OR 3) AND 4

(4 AND (2 OR 3)) OR 1

500
5,000
Control the layout and organization ofControl which fields, related lists, and cust
1

The field-level security overrides the The field will still be visible in search layout
All 20K records are displayed in the UIFirst 2K records are displayed in the UI
Deletes the Tab from Salesforce.com Deletes the tab from that Application
Any person, organization or company An
t organization, individual or company inv
Profile
Email Id
Only the dashboard determined by thYou cannot display a dashboard on the Ho

1
0
You can set conditions that when met Set
w thresholds for report analysis
Transfer Closed Case
Transfer Open Case
They show data from the perspective They
o
are automatically created when you c
Allow a user to propose multiple meetAutomatic propose meeting times based on
Related List
Tabular Reports
Big Deal Alert
Workflow Rule
Formula Field
Text Field
Account
Case
Format of the reports
Data that can be accessed by the users
Record and the values will be kept in Values will have to be purged before deleti

Triggers
Workflows
Time Zone
Currency
Dash board
Report snap shots
Editing Chatter Feed
Creating Chatter Feeds
Chatter Feeds
Similar Opportunities
Probability
Forecast Feed
check login history
Account,
Contact
Primary Campaign source field,
Campaign influence related list
Add multiple users to recurring tasks, Multiple record types for Tasks,
Spell check,
Enhanced list
After validation and assignment rule
Create queues for each sales group and lead assignment rule
for internal sales force users,
Users without mobile license
must be enabled by the administrator,
users can invite customers to join
Use the workflow rule to choose the record type
set a field to specific value,
update the record type
Dashboard running user,
Source report data access
Generate url for content files,
Send the content to colleagues,
Use the show filter option in Reports to filter down to Teams results
Profile
attach files to the post or comment, view shared files by group
Use custom formula,
Rollup Summary field
Download App exchange Packages
Data in dashboard is determined by hihe is the default owner of the dashboard,
Bar chart
Objects displayed in reports,
Fields available,
Contact Role,
Partner role,
Page layout
Tab labels and colors
Create 2 record types for different process and picklist values
Set the OWD to Private and create a sharing rule for High level sales team
Data loader
Import wizard,
data loader,
Mass delete
Data loader,
Import wizard,
Revenue,
Quantity
He must have a read access on the object
AND , OR, NOT , based on record ownership, based on record owners profile
To edit multiple profiles at a time
to create a new profile in detail view
Create a campaign hierarchy
Each user has a personal folder on Rep
Email Template,
Field level security
Status,
Category,
option to assign the solution to all the sub categories,
Create Cross-object formula fields to Alert lead and contact owners with workflo
Display Lead or Contact data directl Create an approval process for new camp

Relate a business account to a campaCreate validation rules related to the cam


Add campaign members to other relatConvert leads to contacts from the campaig
1
0
Lead
Oppurtunity
Sales Processes
Approval Processes
When a case is automatically assigneWhen a case is escalated
A single user
Multiple users
An active Administrator's email addreA manual entered email address
1
0
Maximum of 10 time triggers per ruleMaximum of 20 time triggers per rule
0 1 on 1/8/2008
1
0
To assign tasks to multiple users, cre A single task can be assigned to multiple u
Lookup filters are available in the Pa Lookup filters can restrict lookup dialog re
The junction object is deleted
The related fields in the junction object is
Accounts
Leads
True
False
Validation Process
Approval Process
Lead Convert
Record Merger
Yes
No
Yes
No
Custom Fields
Sections
How detail and edit pages are organizField properties like visible, read-only and r
Company logo (Image)
Dashboard Snapshot
True
0
True
False
Yes
No
Yes
No
Yes
No
True
False
True
0
True
False
Yes
No
Yes
No
Edit Pagelayout
Detail Pagelayout
Views
Tags
User is taken to a Create new App PagUser is taken to App Exchange
Application
Object
True
False
Waterfall Chart
Organization Chart
Manual Sharing
Criteria based sharing Rules
Developer Edition
Professional Edition
Insert, Update
Insert, Delete
No, we cannot share with the companNo, we cannot share with people who do no
True
0

No
Yes but only in Tables
Like
@Mention
Workflow Rules
Flows
True
0
Opportunities, Followers, User Feed Accounts, User Feed, Comments
Local
Time Zone
Create a list view on the Console
Create a list view on Accounts
Validation rules apply to all new and Validation rules can update fields which are
Audio Files.
PPT and Video files only.
When you can mass assign your locked
The ability to send approval requests to yo
Free Edition
Group
True
False
You can not export a report. You can on
Comma Delimited (.csv)
Marketing Profile
Contract Manager
Enable Collapsible Sections
Show Quick Create
True
False
Closed Events 180 days old
Events with a due date greater than 365 da
VAL(picklist_field)
CASE(picklist_field)
True
False
True
False
2000
100
Yes
No
Language, Locale, and Time Zone
Profiles
True
False
True
False
Upon opening the record
Upon closing the record
None of these
Report Wizard
API
Third Party Web integration/Application
Setup | Customize | User Interface
Setup | Manage Users | Profiles
True
False
True
False
All Editions
Unlimited, Developer and Enterprise Editio
300
500
3
It provides data visibility by combininIt allows agents to view key record informat
User A
The designated workflow user
It doesn't affect anything.
It determines the delimiter.
Web-to-Lead
Web-to-Web
Summary
Matrix
True
False
It is available in Group, Professional, Cloud Scheduler is now enabled by default f
True
False
The account and contact will automatiA new account and contact will be created w
True
False
Ideas
Community

25
Summary
Tabular
Accounts and Contacts
Cases
Ideas
Campaigns
Whether the record opens as a primarThe fields displayed in the highlights panel
The dashboard component type mustDrill-to-detail must be enabled on the cust
People
Content
Lookup Relationship
Master-Datail Relationship
1
0
Contact Manager
Group
When a record is submitted for approvYou can forward an email approval request
True
False
Custom objects
Events
Only when a Record is created
Every time a Record is created or edited
True
False
True
False
True
False
Yes.
No.
True
False
True
False
Prevent a user from viewing custom tPrevent the use of Mass email
Tables
Summary Reports
Companies can seamlessly integrate th
Companies only need to maintain a compatib
All except Professional
Professional and Enterprise
True
False
500
250
Amount = Lead Amount
Close Date = Today
10
Salesforce Automation
Marketing Management
Lead, Contacts, and Opportunities ca Leads and Contacts can be associated to s
Opportunity
Users
Big Deal Alert
Workflow
S-Control
Formula Field
True
False
True
False
Standard Picklist
Custom Picklist
True
False
Page Layout
Field Level Security
Combination of two other Dashboard External feed of data
True
False
Account Tab Default
Business Account Default
True
False
A Business Account is created
A Person Account is created
Created
Saved
True
False

Recent Items
Sidebar Search
True
False
SF ideas
SF content
Accounts
Cases
True
False
Reads the case
Adds a related comment to the case
The Record Owner, System Administrat
The Record Owner, a User shared to the rec
Accounts and contacts
Content library
They will not be able to complete th They will not be able to complete the inst
Tabular
Matrix
The overall opportunity amount does The overall opportunity amount and conver
Launching an External URL
Running an S Control
True
False
True
False
Territory
Product Family
Username and Password
Role level access
True
False
True
False
True
False
True
False
Sharing is inherited from parent
Child needs to be manually deleted when pa
True
False
True
False
HTML
XML
True
False
Lookup
Text
A URL
A URL that passes salesforce.com data like
Account, Contact, Opportunity, or Ca Account, Contact, or Opportunity
Account
Contacts
List Views
Reports
1
0
Big Deal Alert
Workflow Rule
Amount multiplied by the total price of
The sales price on any line item times the p
Users and Custom Objects
Leads, Accounts, Contacts and Custom Obje
Yes
No
View, edit, delete, and transfer his/h Extend sharing on both his/her and his/her
True
False
The related lists of the case page la The custom links of the case page layout m
1
0
S-Control
Formula Field
Composite
Client
Default Sales Teams are configured onDefault Sales Teams may be added manually
Custom Formula Fields can reference C
o ustom Formula Fields can reference standa
True
False
Opportunity Close Date Only
Product Date Only

Chart
Table
Nightly
Every twenty minutes
Stage Defaults to first option in the p Stage defaults to first option in the pickli
They are the same thing
Marketing User Profile allows users to cre
One custom field
Two custom fields
Either Reports, Price Books, DocumentEither Reports, Dashboards, Documents, or
True
False
Standard object as the "master" and aCustom object as the master" and a standar
Outbound API message
Update Field
External Id
Parent External Id
True
False
True
False
Total Amount of Opportunities / Expe Amount of Won Opportunities / Budgeted Co
True
False
The sales process controls the stage fie
The record type controls the stage field, the
Dashboard Component
Custom Button
Opportunities, Products, Cases, AccouProducts, Cases, Accounts, and Contacts
Custom Tabs
Custom Fields on Custom Objects
Solutions, Cases, Leads and OpportuniCases, Leads, Solutions, Contracts, and Cu
True
False
True
False
Adding multiple records together
If/then/else conditional statements
True
False
True
False
Pipeline reports may include omitted Forecasts may be overridden
Sidebar
Edit Page
List Views
Related Lists
True
False
Language, Locale, and Time Zone
Licenses, Storage and Used Space
Language, Locale, and Time Zone
Fiscal Year
True
False
True
False
Lead
Opportunity
50
10
True
False
True
False
Create a custom email template for inAdd a company logo to meeting requests in
Promote an Answer for consideration Re-assign an article to the publishing queue
To store Chatter posts in content
To share files from a workspace to a feed
They can be configured to make fieldsThey can be configured to limit the records
Drag and Drop a dashboard onto any D
p rag and Drop records onto a dashboard
Allow a user to propose multiple meetAutomatic propose meeting times based on
Receive updates related to records foShare updates, files, and links with Leads
Previously used filter criteria
Organization Wide Defautl settings
Email articles to a customer
Create an article upon closing a case

Hierarchical relationship fields


Master-Detail relationship fields
Edit tag links
view tags on header
selecting tabs
adding a logo
True
False
Contract
Opportunity Product
The users profile has IP login restrict The user has logged into Salesforce previous
The email activation feature requires The email activation feature cannot be disa
Transfer closed cases
Transfer closed opportunities
None
Read Only
True
False
True
False
Field-level security & page layouts
Page layouts only
True
False
Role
Profile
True
False
True
False
Profile
Role
True
False
Controls the level of visibility that us Role is required while creating Record type
Controls data visibility
Controls record roll-up forecating and repor
List view
Mini Page Layout
True
False
Automated rules that grant access to Exceptions to Org. wide Defaults
Sharing rules open up access whereasWhen u delete a sharing rule , the sharing
Users
Public Groups
Console layout
Mini Page Layout
Case hierarchy is reset
Case escalation is reset
Accounts
Forecast
To escalate a case according to a tim To allow notification before a case actually
Overwrite Phil's User Profile with the Create a new profile for Phil as well as new
Access is defined either as Read or ReAccess to folders does roll-up through role
1 Megabyte
3 Megabyte
True
0
True
False
True
False
Page Layout
True
False
True
False
Changing to or from type Date or DatChanging to Number from any other type
Data Validation can enforce data integData Validation can prevent duplication of
Data validation ensures the integrity oData validation ensures the integrity of data
To assign tasks to multiple users, cre A single task can be assigned to multiple u
Workflow Task
Workflow Outbound Message
Sharing rules should be used when a u
Sharing rules apply only to new records ow
True
False

For new organizations, the Attachment


For existing organizations, the Attachments
True
False
Sharing
Reporting
True
False
Line
Horizontal Bar
True
False
Contents, Ideas, Answers, Accounts, CContents, Ideas, Answers, Accounts, Contact
Files attached to a Chatter group postFiles in Content Workspaces
Save
Printable view
500
400
Tasks that users can perform on recorRelationship between two objects
Profile Restriction
Organization-wide Defaults
True
False
Emails
Documents
Unlimited
Professional
The junction object is deleted
The related field in the junction object is d
Free Chatter Users
Chatter Search
True
False
Each has its own unique username. Each has its own username which is not nec
True
False
The Running User
Start Date
50
20
You can set conditions that when met Set
w thresholds for report analysis
True
False
Cannot filter views by more than one The maximum number of Leads/Contacts that
Std fields are created by Admin
You can delete std fields
True
False
Not reference standard, custom, or otCan contain formulas upto 4000 character
True
False
True
False
Page Layout
Field Level Security
Case Sharing Rules
Lead Sharing Rules
True
False
Yes
No, once the request is approved only administrator can revoke
Approved
Denied
True
False
True
False
Custom Profile
Organization wide Defaults
Add related records
Search Records
True
False
When a record that was closed now When you delete a record
Actions and Time triggers
Rules and Actions
Before a record is deleted
When a record is created/updated
Create inbound messages
Create tasks
KAthy can edit and view her own oppuKathy can EDIT and VIEW her jennifers oppu

By Creating three sharinf rules betw By creating a public group with all three Sa
Phil can view but cannot edit Tims ABTIM cannot VIEW / EDIT phils account
The owner of the record that triggered the rule becomes the task assignee.
No Readonly fields like formula or auto number fields are not available for field updates.
True
False
Yes
Developer Edition
Enterprise Edition
50000
By changing their password
By resetting their security token via the Salesforce UI
Discount will be automatically approvRequest will be sent to the Sales director f
Call center
Email
True
False
True
False
They enable end users to activate addi
They are used to identify regular SF users
It is required to activate additional I It is required for all IP addresses and brows
Nothing they will see the application Refresh their browser
Lookup field link two objects
Lookup fields affect security
By Field level security
By Setting property in page layout
True
False
True
False
True
False
True
False
Select sync direction and conflict behSelect the appropriate config template
Follow files and links for a dashboard.Follow posts and comments for a dashboard
Since there is no Weekly Export in conYou can create a report on those records an
On Chatter profiles.
On record detail pages.
You can now choose whether you'd like
Is now available in all editions except con
All profiles get access to the report buThe old report wizard is totally phased out.
10
20
Yes. By setting the start and end times on the profile login hours to the same value.
True
False
Grant the sales manager the "Drag-anCreate the dashboard as dynamic dashboar
Report Builder is no longer in use in SAll profiles get access to the report builder
1
2
The system immediately ends the user's session.
The user Role is insufficient to view thEmail is unchecked for that profile in FLS
True
False
True
False
6500
5000
Multi-tenant
Scales with your business
Click files to preview them
Subscribe to a user
True
False
It is available only in Unlimited, Ente It allows you to modify system-generated e
True
False
Whether or not the field is required An Error Message

True
False
Field Updates, Outbound Messages, Ema
Field Updates, Tasks, Email Alerts, Outbou
Opportunities to Opportunity ProductsAccounts to Contacts
True. All the time.
False. All the time.
25000
50000
1
0

Create a report
1

1-Jan
5000
1

3900
0

Tag Manager.

Matrix
Tabular
Summary / matrix
Determines the level of access to the dashboard data
To open up access to records you wouldnt naturally get through Organization Wide Defaults and RoleH
Profile controls what a user can do (read, create, edit, delete) with records
Controls data visibility and record roll up
Show up to 2000 records in the recordPrint up to 1000 records in print view
1
0
No. As long as the fiscal year begins on the 1st of any month and follows the standard months, then c
1
0
System Admin and Marketing User Profile can import Leads.
By Salesforce ID
Tabular, Summary and Matrix
Created by SF and comes in Org. Field properties not editable.
1
0
Administrators.
Required,
Read-Only,
Leads
Sales (Opportunities)
Business Processes track sales,support,solution,cases
Super User - Can customize & administrate the Org
Can view, edit & delete their own records
Standard user perm + can manager solutions & solution categories
Standard user perm + can import leads for the Org
Standard user perm + edit, approve, activate, delete contracts
Can only view records
True
0
5000
Unique Username in email format.
Locale Settings

Hours_Worked != 0
NOT(Hours_Worked < 0)
Public, Read, Write (Transfer on LeadsPublic Read, Write
5
10
Web Browsers(UI)
API (Connect for outlook,Connect for Lotus n
1
0
View All & Modify ALL Access by Object
Sharing between Users, other Public Groups,Roles and Roles/Subordinates
Focuses on Opportunity Records being shared to a specified group of users based on the Opportunity
Focuses on Account Records being shared to a specified group of users based on the Account Owner
10
20
1
0
Profile controls what a user can do with records (read, create, edit, delete. The Role controls the level
A roll-up summary fields lets you roll The roll-up summary field is a custom field
To simplify the number of sharing rules built or when defining folder or list view access.
Record Owner, Anyone above the Record Owner in Hierarchy & the System Admin
To organize reports, dashboards,communication templates and documents
Teams are used for collaboration, sharing, and for reporting purposes.
In SF Documents
It electronically captures a business approval on a SF data record.
1
0
The field is saved/updated
When the record is saved/updated
1
0
A User Saves a Record

Before records are imported


1

The error message.


The format of date and number fields.
No, only custom fields.
Accounts
Contacts
No
Yes
Yes
No
No, it must be installed.
Yes
Insert, Extract, Update, upsert and Delete
True
0
Need to prevent duplicates and when the Admin needs to choose whether to trigger Workflow rules (o
Out of the box reports from SF
True
0
1 False, May not be deleted or removed (folder can be hidden)
User's language setting.
True
0
Provides a simple listing of your data without subtotals. The only format that has a floating report hea
Provides a listing of data, plus sorting and subtotaling of data. May be used to support dashboard com
Summarizes data in a grid against horizontal and vertical criteria. Matrix reports provide totals for bot
All accounts in NY, MA, PA and NJ Account rating of "Hot" or Annual Rev over $8M .The report must me
The Tabular Report

The Summary Report


Matrix Report.
Bar

Line
1

All users automatically follow each other.


1

Yes
On the Cases Object and Account or Contact Related Lists.
Assignment Rule
Cloud Scheduler allows you to request meetings with your customers, and have your customers selec
You can invite up to 50 people to a meeting.
1
0
Custom object
Standard object
Create new App, select logo, assign prCreate new object, select logo, create profile
Salesforce will allow a user to enter Salesforce will not allow user to upload dat
Edit
Read
Account
Solution
The user and all those who have acceOnly the user who refreshed the dashboard
Summary and Matrix reports
Tabular and Summary Reports
Locale
Hire date
MSN
Yahoo
2
3
Accounts
Contacts
1 Week
1 Day
Links two objects together
Links two formulas together
1K
2K
Formulas cannot reference themselveFields that are used in formulas cannot be
How detail and edit pages are organizPage section customizations
1
0
Layout Properties
Salesforce Golden Rules
Accounts
Forecasts
Allows you to define different sets of Allows you to define different sets of picklis
Owner
Anyone in the team

Manage Public Documents


2 MB

Manage Documents
5 MB
1

choose to apply a specific value


make the value blank
Dozens of std reports are provided byStd reports address to top needs of most us
Dates
Tables
1
0
All active validation rules are run eac Validation rules are not enforced on existi
500
5000
500
5000
10
100
1
0
20
50
It deduplicates and inserts records
It comes installed with salesforce.com appli
The user continues with the session wThe user loses all unsaved data after termi
When there is a need to create a custTo enhance the look of the application
Hide details
Show details and add events
User record
Profile
Profiles
Roles
Edit on solution
Create on solution
Workflows
Rollup summary
Multiple records can be edited in list Dependent picklist can be edited with inline
Yes
No, because auto-number is a standard fiel
The lead queue
The lead will get created with error report i
Web-to-lead
Web-to-case
As short as a day and as long as a forAs short as a minute and as long as a day
Forecasts and Territories
No. Access to folders is explicit.
No
No. Accounts and Users can be associated with multiple opportunities but Opportunities can only be in
No, users can choose to accept the their profile's default record type. To do this, users may navigate t
For tabs that have multiple record types defined, you can look at the Record Type field on the page. H
You will be promted to select the record type that should include the new value.
Home, Forecasts, Documents, Reports, Consoles and Web tabs
Business processes
Leads and cases
Jump Start Wizard only allows for a single approver.
Frames, list view, detail view, mini view, sidebar, related objects, mini page layouts, console layout
During lead import
Create a Sandbox
Contact salesforce.com to enable multiple c
Enable Group Tasks.
Mass transfer activities.
He needs to have Edit Tasks permissioHe can go to Your Name > Setup > Customiz
1
2
System Fields
Case Stage
Default Language
Default Locale

Create a Sandbox
Contact salesforce.com to enable multiple c
Multi-Currency
Sandbox
An active or inactive
An active
You will be able to edit one, with it a The logic between them is not available
Master-Detail Relationship
Look-up Relationship
Junction Object
Lookup Field
An Object
A field
45 days
Manage Users and Customize ApplicatView Setup and Configuration, Manage User
Web-To-Lead
Email Templates
Today
Tomorrow
Home tab
Report Tab
Open Cases
Closed Cases
Documents and Forecasts
Contact name
Contact email
salesforce.com partners
salesforce employees
Each business process is associated wEach record type is associated with one or
Yes. The change will update all records for that period.
Custom fields cannot be deleted
The field and its data are permanently dele
Field positions
Buttons
To allow users to use different page laTo allow users to see different values in pic
Hierarchical
Matrix
Master-Detail Relationship
One-to-Many Relationship
Workflow Visualizer
Enhanced Chart Analytics
Salesforce Chatter
Files in attachments
Phone
List Box
Accounts
Opportunities
Leads
Accounts
All related events, tasks, case commeAll related events, tasks , case comments,
Read
Update
To simplify the number of sharing rules built or when defining folder or list view access
After spring 11 release, console usersIt automatically searches and returns artic
Another System Administrator had alre
There is no Report Builder Upgrade spring 11
Cloud Scheduler Enhancements.
Email Attachment Enhancements.
Master Charts
Report Charts
25
3
25
23
Multiple Languages for Salesforce Kn Salesforce Knowledge Article Number
You can import Accounts,contacts,leadYou can work with both records of data an
Salesforce CRM then checks whether If
the
profile-based IP address restrictions are
Apex Code script
Page layouts
You can map between text and picklist
You can map Number, Currency, or Percentage
The campaign source field is left emptThe campaign with the most recently updat
Daily, Weekly, and Monthly
Daily and Weekly
You can transfer to users, but not to You can transfer to queues, but not to users

Web-to-Lead & Web-to-Case


Displays the users API token

Send Email to a Contact


Indicates whether an API token has ever bee
32000
255
Create campaigns
Edit campaigns
Can be used to insert or extract SF reCan be used to insert,update,delete or extr
If your organization uses person acco If your organization uses person accounts a
Yes
No
I can choose different list formats fr List views can only be created or customiz
Yes
No
Hover links can be found on record det
Top of page hover links often provide a sum
The data quality in Salesforce.com willI will complain when I inevitably end up ad
Advanced Search
Sidebar Search
Clicking the edit button within a recDouble clicking within a field to add or edit
Blue
Green
Contact head office
Click set up in salesforce.com and edit my info
Any person, organization or company An
t organization, individual or company invol
An opportunity
An account
Search to determine if the company re
Start entering the new lead
Leads
Opportunities
Accounts represent sales deals that yAccounts are the backbone of information a
I can use this feature to update contaI can send single emails, or mass emails, to
I should use consistent naming conveExpected Revenue is automatically generated
Events are scheduled events or meetiEvents are to-do lists
Emails
Dials
Clicking set-up and using the importSending emails to myself
Tabs of that object type will be visibleTabs of that object type will not be visible,
Division that is applied, by default, t Division that is applied, by default, to all
Table & matrix
Summary and matrix
The report is scheduled for every weeThere is another report to be run 15 mins b
Any user above running user can editAny user below running user can view only
Object in look up relationship can linkChild in lookup gets deleted if parent gets
Related lists
Custom objects
The user is able to enter value because
The user is not able to edit it because it is
It cannot reference other formula fieldIt cannot be used in graphs
YEAR(date_c)=YEAR(today() )
YEAR(date_c)<>YEAR(today() )
There is only one record type in pers There is no contact related list in person a
Gets assigned to lead owner's territorBased on assignment rule
View the account
Edit the account
Case comments
Case activities
They are not upgradeable
They cannot be uninstalled
Custom objects
Standard objects
Custom picklist
Standard picklist
Only account data
Only report data
All users in pacific timezone
None
A workflow rule is based on assignmen
A workflow rule is based on manual submiss

Import new leads and add it to campaAssociate opportunities to the campaign


One case comment
Two contact fields
It lets us know if it can be the source For reporting
Help calculate ROI
Give a list of campaigns that influenced the
Campaign history list
Opportunity campaign related list
Yes, workflow rule
Yes, custom summary field
Yes (customize a standard profile)
Yes(customize a custom profile)
Line
Horizontal bar line
Metric and table
Metric and gauge
Each solution is associated with one Each solution is associated with one case,
Download AppExchange Packages
View AppExchange Packages
An online form to capture lead informDetermines which Email Template to send t
Determines how Leads are automatical
Contains Rule Entries, pre-defined business
Can be associated with an Account Has to be associated with an Account
Sales and Marketing User
Marketing User only
Administrator
Administrator and Marketing Users only
View All Data
Modify All Data
The Running User overrides the sharinThe Running User overrides the sharing mod
Specify a running user
Link to report
Formula Fields on Record Types
Formula Fields for Custom Objects
Objects
Page Layouts
One
Two
Manually entering the case received Automatically generated by an email or web
Case Queue
Case Assignment Rule
1
2
1
0
Modify All Data
View All Data
Create and edit territories
Add and remove users from territories
Selecting "Enable Field Encryption" u Contacting Saleforce.com Customer Suppor
12
10
Daily: 100 Weekly: 52 Monthly: 60 Year
Daily: 100 Weekly: 53 Monthly: 60 Yearly: 1
Opportunity Stage
Lead Status
Yes. Using page layouts.
Yes. But only for Admin users.
You cannot delete the account withoutThe Widgits are deleted
Used to define the times that display Restricts log in access to those times
12 hours
24 hours
Default Currency ISO code
Locale
Dashboards refresh in the time zone oDashboards refresh in the Organization Default Time Zone.
Contacts (on business accounts only) Contacts (on business accounts only), atta
73
73
1
0
You can create a Master-Detail RelatioYou can create a Master-Detail Relationshi
Schedule Dashboards
Run Reports
Transfer open opportunities
Transfer closed opportunities
Your organization is limited to no mo Your organization is limited to no more tha

Text

HTML with letterhead


20

Everyday

30
Once every 6 days

3200
320
255
191
When a case is automatically assigned
When a email notification is triggered via wo
Organization wide default time zone User's time zone
1) Maximum length of 32,000 chars. 2)
1) Maximum length of 3200 chars. 2) Any leng
My Territories
My Territory Teams.
Salesforce CRM runs field validation r All required fields must have a value before
Set support business hours
Edit the Support settings
Language
Time zone
Corporate currency
Personal currency
Corporate
Personal
Change the corporate currency in theEnable advanced currency management
Define and assign custom profiles to uAccess a log of the records a user has view
Log in as a user who has granted logi Reset passwords for all users.
Email
Alias
System Administrator
Standard User
System Administrator
Standard User
Solution Manager
Marketing User
Solution Manager
Marketing User
Solution Manager
Marketing User
All records associated to the user are The user can continue to access Salesforce
Setup | Manage Users | Users
Setup | My Personal Information | Grant Log
John, the vice president of sales, lea Ella, the IT manager, moves into a new posit
Change the login IP ranges.
Unlock the user.
Enable enhanced list views
Enable hover details
Changing field values on the records Modifying content of related lists
Create new records from a list view. Edit dependent picklists inline from a list vi
Related list hovers
Recent items hovers
Locale
User Interface
Trending Chatter topics
Dashboard components
Admins can grant users the password
Admins can enforce an all numeric password
Trusted IP ranges
Login hours
Whether the users profile has login ho
Whether the users profile has API enabled.
They enable end users to activate addi
They are used to identify regular Salesforce
It is required to activate IP addresses It is required for all IP addresses and brows
The user will be able to continue wor The user will be logged out and any unsaved
Public groups can be used when manua
Public groups can be used in sharing rules.
Contacts
Products
Account record types
Public Groups
Create a sharing rule to grant access Manually share each account record with m
Create a new profile for Retirement Set the organization-wide default sharing to
By creating three account sharing rul By creating a public group for the three Sal

Profile
Field-level Security
Set the field to hidden on the user prof
Remove the field from reports and list view
Read for Accounts
View All for Opportunities
Determine how users see the records Determine what records the user can acces
Lookup field
Formula field
View Setup and Configuration
View All Data
Role hierarchy
Profile
Visible FLS checkbox for Support UserRead-Only FLS checkbox for Support User pr
Remove the Edit permission on the Set
ac the fieldlevel security for account numb
Use an existing custom profile that w Use an existing standard profile that will
Standard fields can be deleted.
The values in standard picklist can be edite
Edit picklist values for standard fieldsRename standard field labels in the user int
Lookup fields link two objects.
Lookup fields affect security.
Sharing is inherited from parent.
Child needs to be manually deleted when pa
The junction object is deleted.
The related field in the junction object is de
Primary campaign source field
Campaign influence related list
Formula field
URL field
Create a roll-up summary field.
Create a new account record type.
The default value populated in the deThe dependent fields that appear on a layo
List views can be filtered using AND, List views can be filtered by tags.
Create a lookup relationship from the Add fields from the feedback object to the
By applying field-level security
By setting the property in the page layout
Record types can be used to define pick
The ability to create records of a specific r
Each business process is associated wEach record is associated with one or more
When different record access is requirWhen different field-level security is requir
Check for a validation rule that restricEnsure that regional sales users are routin
Create two separate lead processes aUse field-level security to restrict access to
Use a validation rule to prevent the Create a record type for each sales process
The field is removed from the associaThe field history tracking data is deleted.
Deleted fields and values can be restoField values should be archived before a fiel
Formula fields are read-only on recordFormula fields can reference themselves in
Create a formula field to calculate t Create an auto-number field to calculate t
Create a roll up summary field on the Create a cross-object formula field on the o
Sales quota
Account rating
Opportunity escalation rules
Opportunity update reminders
Big deal alert
Similar opportunities
Add Amy to the Sales East public grCreate a sharing rule between the Sales W
Forecast
Revenue
Account
Case
Campaign
Opportunity
Transfer access for leads, accounts,Create and Edit access for leads, accou
The lead formula field value can be mThe lead formula field can be mapped to a f
Specify a default lead owner.
Specify a default lead creator.
Create a queue for each regional group
Create a queue for the marketing team and a
25,000
50,000

Create a custom report including all Associate existing opportunities with the c
Grant the user delegated administratiSelect the Marketing User checkbox on the
Build a lead source report to summar Establish the campaign influence between
Accounts
Forecast
Partner Roles
Sales teams
Case team
Contact
The automated case user specified in The owner of the case when the rule was tr
Assignment Rules
Escalation Rules
To escalate a case according to the t To allow notification before a case actually
Ability to automatically assign a solutAbility to create solution category custom r
Public solutions
Solution tab search
Knowledge/Article
Opportunities
Custom object tab names
Standard Field labels
Status
Categories
Enable the Answers feature.
Create an Answers community or rename th
All votes belonging to child ideas are Once you merge ideas, they cannot be sepa
Popular Ideas and Recent Ideas
Recent Ideas and Top All-Time
Documents tab
Customer and partner portals
Knowledge allows an organization to sh
Knowledge only allows a single article type
Roll-up summary fields can be createdRecord types can be created for tasks.
Add the Do Not Contact field to the con
Make the DNC contact records private to all
Home Page
Profile Page
Home Page
Profile Page
Home Page
Profile Page
Home Page
Profile Page
An Administrator
An individual user
Connect with co-workers by letting Direct users to a subject matter expert.
Assign Chatter Free licenses to users Create users in the organization and assign
Store Chatter posts in a Salesforce Con
View a list of files shared with a Chatter gr
Attachments, Documents, and SalesfoEverything except Attachments, Documents,
Weekly Export Service
Export Attachments through the Data Load
Open activities
Open cases
10
5
Validation rules
Import wizard
You can import accounts, contacts, le You can work with both records of data and
1000 records for end users. 10,000 rec
50 records for end users. 5,000 records for
Import Wizard
Data Loader
Can be used only to insert or extract Can be used to insert, update, delete, or ex
Excel Connector
Import Wizard
They restrict who can enter data.
They restrict the number of choices available
Must have a value whenever a recordCan
i
be set as read-only.
Validation Rules
Escalation Rules
Record
Object
Data Validation ensures the integrity oData Validation ensures the integrity of data
Formula fields
Data Validation rules

Lead Convert
Record Merger
Schedule a recurring export.
Include the values for formula fields.
Every day
Once every six days
Data Loader
Data Export Service
Generates URLs for content files.
Publishes content from Salesforce to a com
Users with the Manage Public Reports
System administrators can access reports sa
Share folders with Public Groups.
Share folders with roles.
Sharing Rules
Source report folder access
Are out-of-the-box reports
Can be deleted
Tabular report
Summary report
Tabular report
Summary report
Matrix report
Summary report
Gauge
Bar
Bar Chart
Line Chart
Bar Chart
Line Chart
Pie Chart
Donut Chart
Pie Chart
Donut Chart
Horizontal Bar
Chronological Timeline
Records
The field by which the records are grouped
You can have a maximum of five on aThe formula can reference other summary f
Summarized fields in the summary roCustom summary formulas
Grouped by field names
Summarized totals
Matrix reports
Tabular reports
Run a report on Monday, and then schSchedule a report to run only one a week f
Opportunities owned by the user runni
Opportunities for the entire sales organizat
Move the opportunity reports into each
Update the sharing rules to limit access to
Data access permissions determine wha
The running user determines the data disp
The dashboard automatically sends aThe dashboard components resize base on t
Standard
Custom
Chart
Metric
Chart
Metric
Chart
Metric
Chart
Metric
The user and the dashboard running us
The report has not been refreshed.
Whether the report will be tabular, s Whether the report can be displayed in a d
Each A record must have at least one Each A record must have exactly one relate
Before a record is deleted
When a record is created or updated
Before Apex Triggers
After Validation rules
Action and Time Triggers
Rules and Actions
Create inbound messages.
Create tasks.
Sending email alerts about a case up Escalating a case to management
Enable field history tracking to send Create a workflow rule to send an email ale
Create a workflow rule to update the Create a custom formula field to lock the o
The user must opt in to receive emailThe user must have read permission for the
When a record is submitted for approva
You can forward an email approval request

Discount will be automatically approvRequest will be sent to the Sales Director f


It must be enabled by an administratoIt is available to customer portal users.
Mobile Lite configurations can be creaMobile Lite provides access to standard ob
Assign users to Outlook ConfigurationSpecify a users Outlook synchronization fol
Every time a record is saved
Every time a user views a record
When standard Salesforce functionali To find answers to Salesforce application q
Upload AppExchange Packages
Manage Package Licenses
Login
Configure security
View forecasts and quotas by quarter.View forecast data using custom fiscal years
The group's Chatter feed
Private Messages feed
View the details of Salesforce leads a Search for contacts in Salesforce to add the
The task immediately appears in the C
A reminder is posted to the task owner's Ch
Reports, email templates, and list vie Validation rules must be created to enforce
Activating a rule when another is currAll active Lead Assignment rules fire in th
Leads that are members of multiple ca
The last campaign that a Lead became a me
If that object is in a Master-Detail relaWhen it is referrenced in a formula field fro
A custom or standard object that has A standard or custom Tab Style.
You can track the date an email was fHTML Email Status related list is available
The Salesforce Org has no more availaHe has to create the Read Only profile first b
A custom field value has to be that ofThe My Description textarea must not conta
Time triggers do not support minutes You can't archive a Product or Price Book t
Each Campaign can only have one PaEach Campaign can only have one Parent C
Your base salesforce.com permissionsProfiles extend permissions on records owne
No response email will be set unless hResponse emails will be sent to all new lea
The custom object will be stored in thUntil permanently erased, the custom objec
If the Grant Access Using Hierarchies Users at any given role level can view, edit
Formula fields are read-only fields, a Currency codes cannot be used in Fomula Fi
Create console layouts to define whatChoose the related objects to show in the m
Visibility
Editability
Display a flowchart of each saved appReinforce your company's policies by docu
It creates a relationship that links thi A Custom Lookup field can point to records i
A default Field Update action will be cA default Email Alert action will be created.
A General Manager would like to see aA CEO wants to see how a particular employ
The custom app logo and its dimensioThe objects to be included in the app.
It allows you to pick fields from checklYou can reorder report columns by grabbing
Organization-Wide Defaults
Sharing Rules
Do Not Call
Date Hired
When you create an Event, tick the MWhen you create an Event, tick the All-Day
Accounts and Contacts
Email Templates
A report type defines the set of recor Reports display only records that meet the c
Chart Title and Text Formatting.
Background Color or Background Image.
Her user profile does not have 'Creat Her user account is not assigned with a Mar
Enable Accessibility Mode in the affectAdvise the user to check the Accessibility
Changing from Picklist to Multi-PicklistChanging from Picklist to Text.
All leads that are assigned to you, ei You can change ownership of Leads in the Le

If an opportunity's account moves to oThe opportunity's territory field is set to bl


OR ( YEAR( My_Date__c ) <> YEAR ( TYEAR( My_Date__c ) <> YEAR ( TODAY() )
You can browse and demo AppExchange
Install apps from the AppExchange and depl
Roll-up Summary fields calculate values
Calculate values using fields within a single
Custom Object Tab
Web Tab
When you delete a sharing rule, the sWhen you modify which users are in a group,
No one, Except for the System Adminst
Users with the Customize Application perm
The General Queue
The Owner selected by the first Rule Entry.
Workflow Rules Process
Validation Process
Standard User
Marketeer User
Contact Notes will also be deleted. Accounts associated with the Contacts will
The import wizard is NOT case sensitiThe import wizard will ignore punctuation a
User License, Role, Profile
First Name, Last Name, Alias
Which object permissions the user is gWhich record types are available for the use
Web-to-Lead
Web-to-Web
A folder is a place where you can sto Folders can be public, hidden, or shared, an
A Sales Manager would like to create He, the Administrator would like to see a li
CloseDate < TODAY()
CloseDate > TODAY()
Standard reports are not searchable i You can not save a Custom Report in a Stan
Select the object to which the workfloConfigure the workflow rule settings and cri
Knowledge User
Accessibility Mode
All Standard Objects only
Custom Objects only
These are the stages that an Opportuni
Milestones are required steps in the suppor
Run the Report.
Click Schedule Future Runs from the dropd
Leads
Contacts
First Name
Alias
Solution User
Contract Manager
You can use sharing rules to grant widSharing rules apply to all new records that
A Standard Fiscal Year is always base Custom Fiscal Years never starts in January.
The affected user is assigned a SalesfA Service Cloud user Feature License is not
Fields and Buttons
Custom Links and Related Lists
Search Engine Tabs,
Web Tabs,
Add to Campaign option from Campaign
Mass Add Members to Campaign under Da
The leads did not actually respond. The campaign is already closed when she a
Custom summary formulas calculate add
Formulas must be 3900 or fewer characters.
The event falls outside the business hThe event falls outside the business hours
Check if John's user license to see if Verify if John has a user role. -> Verify tha
Open Activities.
Notes & Attachments.
At the Edit Lead Custom Field Page. TAt the New Custom Field Page. Tick the "Un
Add it in the Person Account page layRemove it from Business Account page layou
Tabular Reports can have Charts.
You can create Custom Summary Formulas
If John has Read and Edit permissionsJohn will not be able to see contacts on an
Roles and Subordinates
Roles, Superiors and Subordinates
The Console is composed of the list viAdministrators customize what displays on th
You can't have more than 250 groups Ifo you lose access to a field used in a chart,

Allows you to see the list of campaigns


Allows you to set multiple primary campaig
If Grant Access Using Hierarchies is d User's access to the folder in which a docum
If an expense record is submitted for If the amount is $50 or less, automatically
You cannot retrieve deleted Predefin The Case Team is automatically removed from
Mass Transfer of Activities
Mass Transfer Approval Requests
Choose the Default Workflow User
Enable Workflow Approval Process
Every user must be assigned to a role,It is always necessary to create individual r
Two or more case Page Layouts.
At least two case Record Types.
Critical Updates
Sandbox
Each workflow rule applies to a singleRules created after saving records are trigg
Creating two validation rules with cont
Write helpful error messages. Include instr
A custom object as a master to a StanLook up between a standard object and itsel
Auto-response rules >> Validation ru Assignment rules >> Auto-response rules >>
Assigned Apps
Object and Tabs
It details the various stages different It can route an opportunity to the right Sa
Accounts, Contacts, Leads
Service Contracts, Contract Line Items, Con
Deleting the dependency removes theA lo
Multi-Select Picklist can be a Dependent F
Leads that are members of multiple ca
The last campaign that a Lead became a me
At the custom Tabs Page.
At the Quick Create Section of the Sidebar.
Outbound Messages, Field Updates, TiOutbound Messages, Field Updates, Tasks, E
A System Administrator wants to manua
You want to update a field with a certain v
Bob's User Role is not above that of JoJohn has no Read Permission to Documents
Using Insert in Dataloader.
Clone Existing User Record from the detail
Holidays that are not associated to anHolidays enable you to specify the dates a
Penny who has a Marketing User profiSheldon who is a Marketing Executive, she
Home Tab
Activity Tab
A customer replied to a support rep's A Case is created from a web-to-case form.
This could be an issue with the browse
His Events fall outside his business hours.
If the Organizational Default permits vIf the Organizational Default restricts view
Weekly Export Service
Daily Export Service
Login Hours
Login IP Ranges
Files in attachments, the Documents tUser Profiles, Photos and Chatter Files.
Roles assigned to members in Account
A sales team is a group of users that typic
Salesforce automatically assigns licens
All users can use the package regardless if
Decrease the Half-Life of Ideas.
Tell people that Popular Ideas sub-tab disp
Clicking Buttons or links on the recordLinks in Mini View displays the record in th
A name and description to distinguishEntry criteria if you only want records with
Users with View Setup and ConfiguraUsers with "Manage Workflow rules" permis
Custom App Edit page.
User information page.
All profiles get access to the report buScatter Charts will no longer be available to
If your organization uses advanced c When advanced currency management is first
The new owner has at least Read peThe new owner has at least Read/Write pe
Custom Formula Fields referencing this
This field still counts against the maximum
Upon initial post of the customer in Upon reply to a customer's email.
When defining a time trigger, use sta You can not add actions to existing time tri

When updating 150 Leads records so When


th
updating 900 Accounts records so that
Process Visualizer
Visual Wizard
Dated exchange rates' maximum length
ACM requires Multiple Currencies enabled.
Upon opening the record
Upon closing the record
Filter the type of records to display. Assign the List View to different Profiles.
Tab Label and Tab Name.
URL of a web page/site.
Folder Access is controlled by permis Folder Access is controlled by permissions
He can not create a workflow rule on Mr. Young can create workflow rules on Cam
When you transfer records from one us
If you transfer closed opportunities, the sa
All records will be lost.
All records will be stored in the recycle bin.
Determine which email template to usSpecify the email sender's name and addre
Salesforce prevents the record owner Users
f
must have the Modify All object-leve
All custom and standard objects excep
Person Accounts, Contacts, Leads and Cust
Person accounts count against both ac
Archived activities count against storage.
Emails
Documents
A users upserted a record using Data An
L Assignement rule changed the record owne
Changing the territory assignments ofConverting Leads into Accounts.
Recreate its custom tab and restore t Reactivate Data Validation rules and any ap
When you change the Fiscal Year StartWhen you enable Custom Fiscal Year, a defa
All users that require visibility to the It is not necessary to create individual role
Correct the Answers page layouts.
Edit the Answers field layouts.
Customize Application
Weekly Data Export
Easy Start Wizard
Jump Start Wizard
Validation formulas can reference camp
If validation rules exist for activities and
You can create a recurring All Day eveAn All Day Event can be part of a Multi-day
Salesforce limits the number of Time T
You can't delete a record that has a pending
Primary Contact
Default Language
There is no extra step because SalesfYou have to convert the time zone in a drop
The assigned approver is a user appoiThe email approval response feature gives u
Disable Edit permission on User objecSet a Field-Level Security restriction on the
The ability to use account criteria to Support for complex and frequently changed
List Views set by the System AdministList Views set by the System Administrator
Capture user information of those whoCapture basic information of users who Like
Validation rules can't refer to compo Campaign hierarchies trigger validation rul
Cross-object formula fields
Calculated columns in the related list
Hierarchical relationship
Lookup filter
Campaign members
Campaign influence
Create a lookup relationship field on Add the account related list to the survey p
when records are deleted by a user when records are imported
Service cloud user
Console user
the objects that are available when buthe report format of the resulting report
Create a custom profile for users on thModify the standard profile currently share
View All for opportunities
Visible for the Sales app
view campaigns and manage campai View, create, edit, and delete accounts, con
Related list
Lookup field

The record type has not been activateThe record type does not have an assooate
Rules must be deactivated belore usinRule actions can take place immediately or
Import process fails only for the recorImport process ignores the data validation c
Add a grouping
Add a filter
Updates to the Chatter feed on a recor
Posts to a users profile are hidden from an
CliCk Reset Password on the users reLog in as the user and enter a new passwor
Add chatter groups to opportunities. Enable Chatter Feed Tracking on opportunit
Field-level security
Page layouts
To display Salesforce Answers
To resolve customer cases
Lead
Contact
Enhanced lists
Enhanced page layout editor
Community experts are designated byCommunity experts can be designated for S
Add the New button to the page layout
Select the Marketing User checkbox in the u
The standard and list price for a produProducts without a price are automatically
The business process and related pickThe fields users see on detail and edit page
Change the opportunity owner to the manually share the record with the public g
The time-dependent action is put on hThe time-dependent action will execute on J
Create a new content library.
Edit a members library permissions.
Create an email template for each la Create an email template for each language
Roll-up summary lead fields can be mStandard lead fields are automatically conve
Help text
Default text
Support users can install the Service Customers can share and install apps publi
To allow partners to access contact reTo provide Web self-service by exposing Kn
Verify the Industry field is set as req Verify the users have the Modify All Data
Create a lookup relationship field on Add the account related list to the survey p
Create a sharing rule.
Create a custom profile.
Create a validation rule.
Create a support process.
Stacked bar chart
Grouped line chart
Escalation rule
Auto-response rule
Locale settings
Assigned apps
Each contact must have a related accEach contact may or may not have a relate
Lookup field
Workflow field update
Read/Write
Read/Write/Create/Delete
Create sharing rules that give sales Add sales operations users to the default ac
Validation rules
Support processes
Place the US Sales director in a queueDefine a role hierarchy where the US sales d
Updates to the Chatter feed on a recod
Posts to a users profile can be made private
Use the data loader to upset SalesforcUse the data loader to match records betw
Create an ownership-based Sharing ruCreate a criteria-based sharing rule.
Export opportunities and update usingExport opportunities and update using the d
Create two record types
Create two page Layouts
The user will not be able to log in at alThe user will be able to log in without acti
Filters by which users can narrow dowObjects included in the search
Object Permissions
Marketing User
Tab Hidden
Default On

Set the field-level sequrity for the recCreate a new page layout for the record typ
Input area
Text area
The standard and list price for a produA product can have a different list price in
Apply a specific value to a field.
Change the record type of a record.
Roles
Multi-select picklists
Data categories control access to arti Unanswered questions are automatically es
When another record triggers the samWhen the record no longer matches the rule
Add customers to private chatter grouCreate Opportunity teams for customers.
Select the campaign record type when
Select the primary campaign source for the
Chatter files
Libraries
The user is attempting to log in with The user is attempting to log in outside of t
Auto-reponse rule
Validation rule
Create an escalation rule based on t Create an auto-response rule on the opport
Customers can share and install apps Administrators can download and customize

C
D
Salesforce Content Library Documents
User tried to login using w User tried to login using wrong username
User cannot login at all
Summary
Chart
Create an account related li Create an survey related list on account page layout
Using different sales objectsUsing different Record types and page layouts
All users of the organizationOnly recently viewed records will be refreshed
Emails not related to any re Leads not having phone numbers
Administrator can download pre built Dashboard and Reports and customize
Update formula field value Update the child record field
and edit accesses of users to articles
Make the sales director roll Ask all reps to create individual reports and share with Sales director
be in multiple currencies
Add customers to Libraries Add customers to sales teams
Set a default value for a recSet a default record type for the object
Manager
Users customization
Tabular and Metric report
None
Users who have set their default time zone Central Standard Time
Records in the list can be e Columns can be rearranged.

Call Center
Time-Off Manager
Date(My_Closed_Dt) < Date(TODAY)
Custom checkbox
Custom picklist
access to the data.
You cannot upgrade the Ap Installed Packages
Sales User
Contract Manager
Campaign Statistic fields
Opportunity fields

Every kind of evaluation critWhen a record is edited and did not previously meet the rule criteria
It cannot be achieved

0,000 records into Case object


Show Details
Show Details and Add Events
User will be able to continu User will not be logged out but will be unable to save any new work.
Number of people who are un
New contacts created daily (Your Answer)
ntact Syncro ,Workflow and Approvals, Emails and Tagging

Jh dgyvc m3 If the validationThis would prevent the record from being saved correctly.

Create a project plan for us Create custom objects to summarize monthly


Availability of the VP-Sales Getting the CFO buy-in
The finance team must be ad
John must be added to the sales team in order to see Sam's opportunity.
Deactivate queues
Define Data Loader mapping

m Administrator is considering enabling multi-currency for reporting in regional currency.What should be conside
A report on the number of cAdashboardonhowmanyactivitieswerecreatedbythesales people from a cam
yze Effectiveness
CreateavalidationruletoensuCreateaSharingrulesothatonlytheSystemAdministratorcan view/edit the fie
ole. The Partner User role is immediately under the Partner Manager role. Each role includes the partner accoun
Leads
Quotes
Company's Sponsored link. Google Anaylitics - Separate fucntion to analyse web traffic to the Companies Webs
s to be joined in one report.
Desktop connectors
Middleware connectors

New Opportunities
Non-rejected Leads
s, such as a financial services client, an online shopper, or a vacation traveler. Person accounts are applicable to
o the Contact Roles related list on cases, contracts, and opportunities.Since the Person Account can also be a Co

Train them to leverage the Add a flag on the Opportunity identifying it for review
Understand her sales pipeli Define quality vs. quantity of leads

Set the org-wide default on Create a Role hierarchy to manage the rollup view of Opportunity object o

Quick, three step handshak Share workflow alerts and actions


Managers in the role hierarcAdding managers to account teams with Read only access
Count number of activities tPipeline report
Sales Manager
Sales Operations
Track the results of Google
AdWords lead conversion

Analyze which keywords and advertisements a


Use the standard Asset relatUse the standard Opportunity relationship
Territory-based sales reports.
Provide a training class on Give them best practices on using Tags
Product line items
Campaigns
Create two opportunity recorCreate a custom object for the upgrade process and associate upgrade rec

PipelineReport
ForecastDashboard
Createacustomobjecttoholdth
Create a separate Record Type for the sales and support group
Does the Navy forecast by rDo you receive payment at shipment or receipt?

Related lists
Activities
Lead conversion
Contact management
Create 5 Address fields on t Only use the two standard addresses on the account
Create a workflow rule to suCreate an approval process to route opportunities for the legal team to rev

Ask the client what they areAsk the client if the sales people should see this report
3
4
Change their own language Refresh
p
their browser
20,000
500
Lead History Report
Campaign Related List
20
40
ROI = (Total Value of Lost Opportunities- Total value of Won Opportunities)/Actual Cost
Export data for back up pur When excel connector is not available
A managed package is a collManaged packages do not include locked components and cannot be upgr
Custom Objects
User
125

250

List Views
Related Lists
Add up to four columns to a Add up to three bars to a horizontal bar chart
Organization-wide IP restrictProfile-based IP restrictions
Tasks allow you to track the Tasks cannot track specific actions

Objects
Frequency
Record Type Access
Permissions
You must have the Marketing
You must have the Territory Manager Profile
300
1000
In combination charts, all g Decimal-place precision on charts is customiza
256Rows and 65,536 Column
12Columns and 125Rows
Opportunities
Cases
Deletion Capabilities
Import Leads Capabilities
Not search-able in sidebar NA in offline Edition or connect to outlook
Show Details
Show Details and Add Events
Enable Forecasting
All of the above
Fiscal Year

Licenses

Develop Partner ApplicationCreate Interactive Communities


Administrator

Anyone below owner in role hierarchy

Inline Editing

Allows inline editing for other records

List Views

All of the above

Html with Letterhead

Custom HTML
10

15

On Standard a Profile
Fiscal Year

All of the above


Primary Contact and Address Information

Documents

Products

Records that have been shaRecords owned by or shared with users in role
Opportunities

Forecasting

An Account team role

The Record owner

Before records are importedWhen entering values in the edit page


Custom Profile
User Role

Fiscal Year
Forecasting
It is necessary to create ind When you change a users role, any relevant sharing rules are evaluated t
Customize standard applicatGroup standard and custom tabs into new cus
Workflow rules created afterWorkflow rules on custom objects are automati
Email Alert
Outbound Message
We can select up to 20 diffeDashboards in Group Edition organizations ar
Opportunity
Case
Modify the applications to Customize standard applications provided by
Use Force.com builder to buCorrelate to tables in the database
Enterprise (100) & ProfessioEnterprise (250) & Professional (50)
Search
None

Salesforce CRM Content

Products

Location
Set start and end dates
You cannot update and deletWhen you delete a custom report type, any reports based off it will not be
4 Unlimited
125, 500
250, 1000
Every time a Record is creatWhen a Record is edited and it did not previously meet the rule criteria
Calculated automatically
After Edits / Save
50

100

When a case is automaticallWhen a Workflow is Triggered


300
500
Table
Chart
You need user to have a Ma You need user permission to Schedule Reports
The Customer Portal
All the above,
Company Profile
None of the above

Managed package are assocAll of the above


Solution
Lead
Administration Setup
Data Setup
Maximum of 50 time triggers per rule
Validation rules
Assignment rules

Enterprise (50) & ProfessionEnterprise (25) & Professional (25)


Invoice Manager
Sales User

500
1000
Can be done by using certain App exchange partners
enable Customizable Forecas
enable Multiple Currencies
Pipeline reports may be oveOpportunity stages may be used to determine the forecast category of an

Clickable image buttons

Combine text strings together

The list can be customized tNone of the above


Edited
Submitted for Approval
Added to New Link/Create NCustom Object Reports
SF Automation
Leads

SF Customer service and support


Custom Objects

Adds an activity or sends anEdits the case


The Record Owner, a User aThe Record Owner and System Administrator
Real-time analytics
Partner
The installation will succeedThe installation will succeed, but only the reports,
Summary
None of the above
Only newly created opportuni
Only historically created opportunities reflect the change
Running a report
All of the Above

Date Range
Sales Team
Read, Create, Edit, and DeleSharing rules

only child fields are availablLookup field child is required

URL

Snippet

Email
An S-Control
Account or Contact Only
Cases
Search

Number
An S-Control snippet
Contact or Opportunity Only
Opportunities
None of the above

Escalation Rule Entry


Assignment Rule Entry
Opportunity Amount multipliAmount multiplied by the discount percent
Users, Custom Objects and Custom Objects, Contract and Campaigns
View all folders his/her Sub View records his subordinate does not own but can view
The related object of the ca The mini page layout of the case page layout must be modified
Default Values on Standard F
Workflow Field Updates
Provisional
Native
Default Sales Teams may beDefault Sales Teams may be added manually to an account record
Custom Formula Fields can rCustom Formula Fields can calculate across objects
Schedule Date Only
Commit Date
Metric
Gauge
Once per user session
Each time a user views the record
User defines amount, close None of the above
Marketing User Profile allowNone of the Above
Three custom fields
Custom lead fields cannot be mapped
Either Reports, Dashboards,Either Reports, Dashboards, Documents, or Other Folders
Custom object as a lookup to
Custom object as a lookup to a custom object
Create a Task
Create an Event
Record Id
Record Number

Expected Revenue / Budgete


(Amount of Won Opportunities minus Actual Cost) / Actual Cost

The record type controls theThe


p sales process controls all picklist fields
Custom Link
Import Wizard
Cases, Contracts, Accounts, Opportunities, Cases, and Accounts
Custom Fields on Standard OCustom Assignment Rules
Campaigns, Contracts, Custo
Opportunities, Leads, and Contracts
Component header
the Y-axis
Add campaign members to ot
Update the campaign member status of a lead using the manage campaig
make mass profile name ch Edit profile permissions directly in a list View
Survey partners for their us Identify the Salesforce system administrator at another company
50,000 Depends on the user's locale
Support processes
Approval processes
ISBLANK() and BLANKVALUE(ISNULL() and LEN()
Customize Source reports Customize field settings
Lookup filters are available Lookup filters can restrict lookup dialog results based on fields on the sour
Cannot own an account recoAre not assigned to roles in the role hierarchy
Lookup fields to the Accoun Relationship fields for records owned by queu
Create validation rules rel Change a lead to a contact from the campaign member record.
View recall details
Request rejection details
An active user's email addreAn organization-wide email address
Add a second axis range to Add a third axis range to a chart
Contract Manager

Solution Manager

Case

Opportunity

Web to Lead

Web to case

Alias

Community Nickname

User is asked in a Popup winUser is logged out once he tries to do any DML (Data Manipulation) Opera

No Impact on the User as heFrom a new session, user will see everything in the New Organization Loca
Enterprise Edition
Unlimited edition
Every time a record is creat All 3 criterias can be used
Organization based Login H Organization based Login IP ranges
45

60

Roles & Profiles

Field Level Security

Call Center
Picklist Field

Community
Email Id Field

Satndard Picklist

Multi Select Picklist

Last Day of Current Quarter Last Day of Current Month


View All Data

Modify All Data

Depends on the Setting of the Administrator profile


Account
Custom Object
Lead Processes

Support Processes

No such Significance

Both A & B

Depends on Profile Settings User Records can be archived so that they are available on request
Opportunities
Solutions
Production and Full Copy S Record Ids are always different in different environment
Throws an error and dont a User is given a choice in a pop up window
MIN
Count
30
40
Record Types
Field Level Security
15

20

RPad

Vlookup

Matrix Reports

All can be used

Any one of A or B

None of A or B

500 Unlimited Fields


Matrix

None of the Above

30 No restriction on no. of Fields


Opportunities

Contacts

Console
OWD is Public Read Write

Call Center
Sharing rules can be created on any of the above\

This case can never arise


Matrix Reports

None of the Above

Custom HTML

Visualforce

Opportunity

Case

Developer Edition

Unlimited Edition

Depends on the Settings


Both A & B

None of the Above

Opportunity Alert

Big Ticket Email

Accounts and Opportunity Account and Cases

4
5
After every DML Operation Admin can set the time of Refresh
History Record on Approval All of the Above
50,000 Solution Records cannot be imported via Import Wizard

Any potential revenue-genera


Any individual or influencer associated with an account

(1 OR 2 OR (3 AND 4)
(1 AND (2 OR 3)) OR 4
50,000 User Records cannot be imported via Import Wizard
Control which standard and D
c etermine whether fields are visible, read onl

The field-level security overNone of the above


10 Reports each having 2K rReport Fails and an error is reported
Deletes that particular ObjeAll of the Above
Any potential revenue-genera
Any individual or influencer associated with an account
Username
Role
The first two rows of any of The first row of any available dashboards

Lets you make calculations None of the above


Transfer Open Activity
Transfer Closed Activity
They perform calculations t They display the source report as you hover over a dashboard component
Sync a Salesforce calendar Custom brand different invitations per customer
Matrix Reports
Summary Reports
Escalation Rule Entry
Assignment Rule Entry
Number Field
Date Field
Contact
Fields available for the reports
Values will have to be moved to another field before coping the record

Validations Rules
Language
Due Alerts
Tagging
Opportunity Hierarchy
Sales Quota

Assignment
Record date
Pending Tasks and Activities

Validation rules for Tasks

leads and contacts ,

Track the no. of times the content is viewed/downloaded

Source report folder access


Default columns available
Case Team ,
Sales Team

Excel connector,

offline connect

Merge leads function

Documents ,

System Admin can access personal folders of users

Customize the campaign memb


Create Cross-object formula fields to display lead or contact record details
Customize the campaign hist
Display key campaign member data on an opportunity record

Create custom lookup field tChange a lead to a contact from the campaign member record
Update the campaign membe
Track the number of business accounts related to a campaign
Case
Campaign
Support Processes
Workflow Rules
When a case is created onli When a Workflow is Triggered
The Record owner
The Record creator
An active user's email addreAn Organization -wide email address
Maximum of 50 time triggers per rule
1 on 1/12/2008
2 on 1/8/2008 and 1/12/2008
The due dates for workflow tHistorical tracking is allowed for workflow task
Lookup filters are case sensitive
The master records are deleThe intersection object is deleted
Opportunities
Contacts
Workflow Rules
Web-TO-Case

Record Types
SalesForce Mobile

Related List
Custom Button
Controlling which fields, rel Page section customizations
Custom Links
Custom Formula Field

Sidebar
Related List
Dashboards
Home Pagelayout
User is taken to developer.f None of the above
Workflow Rules
Packages
Scatter
OWD
Enterprise Edition
Insert, Undelete
Yes we can share, but only

Gauge
None of the Above
Unlimited Edition
Update, Undelete
pYes and everyone will be able to see it regardless of access to dashboard

Yes in every type of Chart


Live Updates
Field Update

All of the Above


Outbound messages

Users, User Feed, CommentChatter Groups, Members


Language
Default Currency
Create a list view on ContacCreate a field on the Console
Validation rules can referrenIf an error message is not set, a default mess
Salesforce CRM Content canFiles
i
attached to a Chatter profile post.
The ability to take back ap The ability to send approval requests to multiple approvers in a single step
Professional
Developer
Excel (.xls)
PDF
System Administrator
Marketing User
Show customer Sidebar ComTransfer all Open Opportunities
Open tasks with a due date Closed tasks with a due date greater than 365
CASE("picklist_field")
Picklist_field(VALUE)

1000
Only if the Object is not related to any other object
Licenses
Storage and Used Space

200

Upon editing a field


Upon saving a record
Report Builder
Both Report Wizard and Report builder
UI
Java Script
Setup | Profiles | Customize

Professional, Unlimited, andEnterprise, Unlimited, and Developer Editions


200
1000
It preserves the context of It allows access to data by opening each reco
The default workflow user The last user to modify the record prior to User A
It determines the encoding. It determines the encryption.
Email-to-Case
Connect for Outlook
Tabular
You can automatically see thMeeting organizers can not use Cloud Schedul
You can choose to update thThe records will automattically update.
None of the Above

Sales Cloud

Matrix
Marketing and Leads
Solutions
Administration
Call Center
The interaction log fields disWhether the SoftPhone displays in the footer
The source report must be sto
The source report must be grouped by record name, record owner, or feed
Profiles
Groups
Master-Detail-Sub detail Relationship
Professional
Developer
The approvers delegate canApprovers can view an approval request from
Leads
Contacts
Every kind of workflow evaluWhen a Record is edited and it didnt previously meet the rule criteria

Only if they have "Import

Only if they have "Modify All Data" permission checked.

Deny a user access to other users leads


Charts
Gauges
In house Servers can be acqNone of the above
Professional, Developer andEnterprise and Developer only
600
Close Date = Last day in fis Stage = First stage in list

1000

Customer Support ManagemCampaign Management


Leads and Opportunities can be associated to several campaigns, but Contacts can only have one Cam
Assets
Contracts
Account Sharing Rules
Multi-Currency
Default values on Standard Fields

Custom Multi-Select Picklist Standard Checkbox


Profile
Both Page Layout and Field Level Security
Data Warehouse informationFlash representations of data
Person Account Default

Partner Account Default

You will be prompted to deciNothing


Edited
Submitted for Approval

Added to New Link/Create NCustom Object Reports


SF Automation
Leads

SF Customer service and support


Custom Objects

Adds an activity or sends anEdits the case


The Record Owner, a User aThe Record Owner and System Administrator
Real-time analytics
Partner
The installation will succeedThe installation will succeed, but only the reports,
Summary
None of the above
Only newly created opportuni
Only historically created opportunities reflect the change
Running a report
All of the Above

Date Range
Sales Team
Read, Create, Edit, and DeleSharing rules

only child fields are availablLookup field child is required

URL

Snippet

Email
An S-Control
Account or Contact Only
Cases
Search

Number
An S-Control snippet
Contact or Opportunity Only
Opportunities
None of the above, the user cannot see the field at all

Escalation Rule Entry


Assignment Rule Entry
Opportunity Amount multipliAmount multiplied by the discount percent
Users, Custom Objects and Custom Objects, Contract and Campaigns
View all folders his/her Sub View records his subordinate does not own but can view
The related object of the ca The mini page layout of the case page layout must be modified
Default Values on Standard F
Workflow Field Updates
Provisional
Native
Default Sales Teams may beDefault Sales Teams may be added manually to an account record
Custom Formula Fields can rCustom Formula Fields can calculate across objects
Schedule Date Only

Commit Date

Metric
Gauge
Once per user session
Each time a user views the record
User defines amount, close None of the above
Marketing User Profile allowNone of the Above
Three custom fields
Custom lead fields cannot be mapped
Either Reports, Dashboards,Either Reports, Dashboards, Documents, or Other Folders
Custom object as a lookup to
Custom object as a lookup to a custom object
Create a Task
Create an Event
Record Id
Record Number

Expected Revenue / Budgete


(Amount of Won Opportunities minus Actual Cost) / Actual Cost
The record type controls theThe
p sales process controls all picklist fields
Custom Link
Import Wizard
Cases, Contracts, Accounts, Opportunities, Cases, and Accounts
Custom Fields on Standard OCustom Assignment Rules
Campaigns, Contracts, Custo
Opportunities, Leads, and Contracts

Clickable image buttons

Combine text strings together

Pipeline reports may be oveOpportunity stages may be used to determine the forecast category of an
List Views
Related Lists
Edit Page
All of the above
Fiscal Year
Forecasting
Primary Contact and Address
Forecasting

Case

Account / Contact
25

100

Create an external integrati Enable Chatter to allow reps to Communicate with customers
Publish an article to the sol Submit an article upon closing a case
To link a workspace to a ChaTo search for files posted to Chatter from content
They can be configured to co
They can be configured when creating the master-detail or lookup relation
Drag and Drop reports onto Drag and Drop chart types onto a dashboard to create a component
Sync a Salesforce calendar Custom brand different invitations per customer
Receive recommendations for
Follow people within Salesforce organization
The current application sch A survey taken when enabling this feature
Assign data categories to a Attach only one article to a case

Relationship fields for reco Lookup fields to the Account, Contact, User,
sidebar widget
selecting profiles
creating a custom object
Price Book
Ticket
The user has activated this The users record has the "Bypass User Ident
The email activation featureThe email activation feature can be disabled through the UI.
Transfer open activities
Transfer closed activities
Read/Write
Read/Write/Transfer

Field-level security only

None of the above

OWD

Licence Type

Page Layout

Record Type

A user must be associated tA user may be associated to one role


Not necessarily the company
Controls Read / Write and Transfer Rules for each user
Console layout
Mini View
Rules given for group of useIrrelevant for Public Read / Write Organizations
U can edit the access levels Sharing rules apply to all new and exisitng r
Queue
Roles
Detail View
Related Objects
Case escalation rules are deCase assignment rules are deleted
Contacts
Campaign
To escalate any case within To send an auto response email to customers
Associate the new role to PhiNone of the above
The document tab contains Access
a
to folders does not roll-up through role hierarchy
5 Megabyte
25 Megabyte
Neither True nor False

Changing to number from PeChanging to one Currency from any other currency type
Data Validation run on the cData Validation rules are not enforced when u
Data validation ensures the Data validation ensures the integrity of data when data is exported in SF
The due dates for workflow tHistorical tracking is allowed for workflow task
Workflow Field Updates
Workflow Actions
When you transfer records frYou cannot change the specified groups or roles for sharing rules.

Existing organizations need Attachments


t
are now searchable for tasks and
Private Sharing Model

Activities

Vertical Bar

Funnel Chart

Accounts, Contacts and up tIt can access all that a Chatter Free user can
Files attached to a Chatter pFiles uploaded to the Documents tab
Schedule future runs
Show/hide details
350
450
View of records that users aFields available for view in related lists
Profiles
Role Hierarchy
Dashboards
Reports
Contact Manager
Group
The master records are deleThe intersection object is deleted
Chatter Invitations
Files Tab
Both active and inactive useEach user must be associated with a profile.
Email Report

Preferred Start Time


40

80

None of the above


The maximum number of Lead
Can add converted leads to a campaign
You can change the std fieldYou can remove required std fields from a page layout
4000 character is the limit Formula can reference themselves

User Profile
Solution Sharing Rules

None of the Above


Campaign Sharing Rules

only administrator can revoke the approval process


Approval process is revokedApproval changes to pending stage due to conflict within approvers

Trusted IP Ranges
Delete records

Change ownership

When you are assign a reco When it is edited to meet the rule trigger criteria
Email Alerts and Field updatRules and Tasks
After a record is created
When a record is cloned
Create mobile alerts
Create section updates
Kathy can edit and view PhilKathy can view but cannot EDIT phils oppurtun

By changing the Org wide defaults


Phil can EDIT and VIEW TimsTim can VIEW and EDIT Phils account

for field updates.

Unlimited Edition

Professional Edition

via the Salesforce UI


Request will be sent to Sale Request will be sent to VP of Global Sales for approval
Chat
Customer Portal

They include IP addresses thThey approve login requests from unknown browsers and IP addresses.
It is required to access SF o It is required to identify regular SF users.
Logout then login again
Change their language personal preference to Spanish
Lookup fields change the re Lookup fields can be used to delete an object
By creating a lookup field By defining pickup list values

Assign users and profiles to Enable the chatter feed sync with Outlook
Follow posts and comments Auto-follow
f
dashboards created by the user.
Use Connect for Outlook becExport those records using weekly data expo
On the Home tab and Chatter
On List Views.
You can now choose whetherThese enhancements will automatically apply without the need for setup.
Group and Professional EditiYou get scatter charts, a new chart type for re
30
40
same value.
Grant the sale manager the Grant the sales manager the "View My Teams Dashboards" permission.
The old report wizard will beOnly Group and Professional Edition organizati
3
4
This is a bug and must be esMass mail is not enabled for the profile.

3000
2000
Modest operating expense No capital expense
Select the To: Me tab to see Click groups and users to view their feeds

Trialforce Email Branding is Trialforce Email Branding only applies to users who sign up for your applic
What email gets sent if the R
Whether or not the record gets deleted

Apex before Triggers, Apex aEmail Alerts, Outbound Messages, Field updates
Contacts to Tickets
Contacts to Accounts
True. If Object permission is False. If Object permission is disabled.
75000
100000

4000

3000

Summary

ization Wide Defaults and RoleHierarchy. They are the exceptions to the Organization Wide defaults.

Be enabled and disabled by Print list can be exported to excel

ws the standard months, then custom fiscal years are not required.

External ID,
Cases

Unique
Solutions

Profile - Standard or CustomRole

Hours_Worked__C <> 0
Public Read Only

Hours_Worked < 0
Controlled by Parent (on Master-Detail Relatio
20
2
Mobile application(blackberry)

sers based on the Opportunity Owner.


based on the Account Owner
30 Unlimited

te. The Role controls the level of visibility that users have to organizations data.
The roll up summary field is The roll up summary field gives you a summary of the data type and objec
list view access.
tem Admin

When the return key is pres None of the above

Using the Data Loader and/or other API tools

Leads

Solutions

her to trigger Workflow rules (or not)

oved (folder can be hidden)

t that has a floating report header.


used to support dashboard components.
x reports provide totals for both rows and columns. Matrix reports may also be used to support dashboard comp
over $8M .The report must meet the state criteria but can optionally meet the account rating or the annual rev

Funnel

Donut

and have your customers select when they can meet before you confirm the meeting.

Child to a parent object


Managed Package
eate profile
Document tabs count against overall storage
Create
Delete
Event
Attachments
The running user only
The administrator.
Tabular and Matrix reports. Tabular, Summary and Matrix Reports
Employee number
Delegated approval
AOL
Google
4
5
Ideas
Leads
1 Hour
1 Minute
Links two page layouts togeLinks two Salesforce.com instances together
3K
4K
Can reference standard, custYou cannot use Case statement in a Formula Field
Which fields, related lists, Rollup summary
Default settings
Assignment Settings
Contacts
Leads
Allows you to define different
Allows you to define different sets of picklist values only for new picklist
Anyone above owner in roleAdministrator

Edit Documents
10 MB

Create Public Documents


50 MB

Delete the Field


calculate a value based on a formula you create
Std reports can be customi Std reports give you access to data you cant normally see
Gauge
Filters
You can enter records throu Multiple error messages may be displayed at
50000
500000
50000
500000
1000 No Limit
250
500
It can load all objects, incl It cannot load custom objects
The user terminates the sesThe user is able to work without issues but c
To capture unique data of thWhen there is a need to add custom tabs
Hide details and add eventsAdd events
Organization wide default Sharing role
Public groups
Sharing rules
Delete on solution
View on solution
Assignment rules
Record types
Inline editing is possible wit Record types can be changed in list views
No, only multi select pickli No, only 1 custom field can be created per object
The designated weblead own
Salesforce.com support group
Google adwords
S-controls
As short as an hour and as As short as a month and as long as an year

but Opportunities can only be in one territory.


o do this, users may navigate to Setup-My Personal Information- Record Type Selection
ecord Type field on the page. However, this field must be added to the page layout.

page layouts, console layout


Enable Advanced Currency Choose a default currency
Enable Email Tracking.
Show Event Details on Multi-User Calendar Vi
Go to Tasks tab and find theThere is no such standard functionality yet in Salesforce.
3
4
Related Lists
Contact Phone Number
Time Zone
Default Currency

Enable Advanced Currency Choose a default currency


Territory Management
Advanced Currency Management
An inactive
You can only edit the controll
You can only edit the dependent field
Master-Detail Field
Look-up Field
Sharing Rules
Workflow Field update
A record
A report
View Setup and ConfiguratioManage Profiles and Manage Users
Auto response rules
Yesterday
Last week
Opp Tab
Account tab
Open Activities
Closed Activities
Account name
None of the above
salesforce.com users
anyone who has a login to IdeaExchange
For oppurtunity objects recoRecord types implement business processes t

The data in the field is save The field appears in deleted list from where it can be undeleted
Page sections
Related lists
To allow users to use differ All of the above
Summary
Tabular
Many-to-Many Relationship All of the above
List Views for Sales Teams Enhanced Page Layout Editor
Cases
Email Messages
Number
Percent
Leads
Contract
Opportunities
Custom Objects
All related events, tasks, c Cases can never be deleted
Create
Edit
list view access
There is no such thing as Knowledge Sidebar.
That is not the right click p They created their Salesforce Org after the Spring 11 release. Thus there i
Activity Attachment EnhancEmail Association Enhancements.
Chatter Charts
Scatter charts
4
5
15
3
Additional Case Article FieldSalesforce Knowledge Sidebar for the Service
When importing data file si Standard users can import upto 50000 account or contact records per ses
Salesforce CRM checks whether
Salesforce CRM checks whether the users profile has login hour restriction
Profiles
You can map Text or Text Area
You cannot map auto-number fields to fields of
The first campaign linked to the lead, based on time stamp, is mapped to the new opportunity
Weekly and Monthly
You can transfer to both queues and users

Email-to-Case or On-Demand
Assignment rules
Enables users to receive an API token
3200
Delete campaigns
Configure advanced campaign setup
Can be used only to update Can be used to read,extract and load data fr
If your organization uses person accounts and youre exporting contacts, person account records are i
List views are customizable I can change my list view format for any rec

Just about every link in SF When I hover over them, I begin to levitate in
I will feel so guilty that I
I will need to delete the duplicate record I h
Both
Selecting multiple records wiCalling Bill and making him edit my fields for me
Red
nd edit my info
Any individual or influencer Any potential revenue-generating event (sales deal ) that you want to tr
A contact
A campaign
Import the lead into SFDC using your Outlook email account
Accounts
Accounts are created after you have closed an opportunity or deal. An account must have a closed op
It rubs my feet before I go to bed each night.
Close Date should be the be
The amount field is not for the estimated amoun
I can invite participants to Events automatically move to Activity History when the time of the Event
Events
Tasks
Connecting SFDC with Outlook and submitting contacts and leads to SFDC directly from my email
Tabs of that object type will not be visible, Fields of that type will be visible on other tabs, related lists
Division that is applied, by default, to all new accounts and leads created by the user, unless he or she
summary and table
Matrix and tabular
The running user does not hThe report is saved in a folder you do not have access to
Any user can view all recordOnly the running user can view the dashboard
The child object in lookup is The lookup is required always
Field level security
Page layout
The user is not able to see itThe user is able to edit it but not able to save it
It can only be used in StandIt can only be used in Custom Reports
DATE(date_c)=DATE(today()DATE(date_c)=YEAR(today() )
There are no opportunities There are no leads converted here
Get assigned to the user's teBased on territory field
Transfer the account
Delete the account
Solution
Case tasks
They are upgradeable
They cannot be deleted
Junction Objects
Objects on managed packages
Standard checkbox
Custom checkbox
Accounts, opportunities, conAll organization data
All users in central timezoneAll users in the organization
A workflow rule has workflo A workflow approval triggers on manual submission whereas a workflow ru

Associate exisiting contacts Associate upto 50000 existing leads to the campaign
One account field
one solution field
To let the user select values To ensure all are using the same set of business rules
To check if web to lead is w To ensure duplicate records are not created
Contact campaign related lisCampaign history report
Yes, roll up summary field No, accounts cannot be edited
No (as importing leads cannNo (accounts can never be deleted)
Pie
Table
Table and gauge
Table and line
Each solution can be associaEach solution can be associated with multiple cases and a case can be ass
List AppExchange Packages Visit AppExchange Packages
Contains Rule Entries that dEmail Template response content published on your web site
Virtual storage bin used to Users have visibility into the Lead Queues to which they are members
One contact can belong to m
One Account can have multiple Contacts
Campaign Manager only
All users of Salesforce.com who have access to Campaigns Object
Marketing User only
All users
See All Data
Change All Data
The Running User follows the
The Running User follows the sharing model and will allow the users who s
Specify a frequency
Set start and end dates
Formula Fields which cannotCalculations on summary fields
Records
Campaigns
Eleven
Twenty-three
Can be assigned only automa
Associated to Contacts and Accounts
Solutions Queue
None of the above
3
4
Configure UI
Create and Edit Forecasts
It is enabled by default

View Encrypted Data


Create and edit account assignment rules

8
Daily: 100 Weekly: 52 Monthl
Daily: 365 Weekly: 52 Monthly: 12 Yearly: 1
Case Status
Solution Status
No. But it can be hidden or None of the Above.
The account is deleted, but the Widgits remain in Salesforce CRM
Sets an Out-Of-Office Message
48 hours
Currency
Information Currency
zation Default Time Zone.
Attachments, notes, open acContacts (on business accounts only), attachments, notes, open activities
7.30%

You can created a Master-Detail Relationship between two Custom Objects?


Manage All Data
View Setup and Configuration
Transfer closed cases
Transfer open cases
Your organization is limited to no more than 200 scheduled dashboard refreshes. Unlimited Edition use

JavaScript

Custom HTML
40

Once every 15 days

50
Once every 5 days

255
128
256
When a case is escalated this
When a case is created via Web-To-Case this use
Time zone set in the user's profile
1) Maximum length of 32,000
1) Maximum length of 32,000 chars. 2) Any length from 256 to 32,000 cha
My Accounts Territories
The format for date and currency fields captured online is taken from the users browser settings
Set up Email-to-Case
Mass Transfer Cases
Currency
Date Fields
Record currency
Active currency
Record
Inactive
Change the personal currencChange the record currency for opportunities
Delete user records.
Reset all user passwords.
Manage Specified custom obCreate new user profiles.
Username
Community Nickname
Solution Manager
Marketing User
Solution Manager
Marketing User
Contract Manager
Read Only
Contract Manager
Read Only
Contract Manager
Read Only
The integrity of historic dat The user is prevented from accessing Salesfor
Setup | My Personal InformatSetup | Customize | Grant Login Access
Mai, the sales rep, is promotMac joins the company as a sales director.
View the login history.
Reset the password.
Enable spell checker
Enable Chatter for specific users
Modifying values of calculate
Updating field values on enhanced lists views
Calculate the sum of a number
Edit multiple records directly from a list view.
Look up hovers
Task hovers
Language
Search Settings
Messages and alerts
Analytic snapshots
Admins can reset passwordsAdmins
f
can assign a password to a set of user
Login IP ranges
Password policies
Whether the users profile hWhether the users profile has IP address restr
They include IP addresses thThey approve login requests from unknown browsers and IP addresses.
It is required to access SalesIt is required to identify regular Salesforce users.
The user will be able to con The user will be logged out and any unsaved work in progress will be lost.
Public groups can be createdPublic groups allow users to delete personal accounts.
Accounts
Opportunities
Field-Level security
Sharing Rules
Update the organization-wide
Upgrade the role hierarchy and assign members of the group to a role at t
Create a new record type foSet the organization-wide default sharing to private and create a sharing r
By changing the organization
By creating six account sharing rules to share the records between the thr

Page Layout
Sharing
Set the field to hidden usingRemove the field from page layouts.
View All Data
Read for Opportunities
Determine the roles in the r Determine what users can do with the records they can access
Related list
Page layout
Modify All Data
Modify All
Public Groups
Sharing Rules
Read-Write FLS checkbox forHidden FLS checkbox for Standard User profile
Set the account number field
Set the organization-wide default settings for accounts to read-only
Create a custom profile and Modify a standard profile and enable custom object permissions.
Field-level help for standardCustom formatting can be applied to standard
Delete standard fields.
Remove non-required standard fields from a p
Lookup fields change the re Lookup fields can be used to delete an object.
Only child fields are availablLookup field on child is required.
The master records are deleThe intersection object is deleted.
Opportunity sales process Campaign hierarchy field
Email field
Number field
Create a lookup field from aCreate a custom formula field.
The field-level security for The values that appear in the dependent field
List views can be filtered byList views can be filtered by record ownership.
Create a role in the hierarc Assign the feedback page layout to the appropriate user profiles.
By creating a lookup field By defining picklist values
Users cannot view records as
Record types can only be assigned to one profile at a time.
For opportunity objects, rec Record types implement basic business proce
When different picklist valueWhen multiple page layouts are required.
Remove all but one record tyAssign the relevant record types and sales processes to the regional sales
Create a validation rule to Create two separate page layouts.
Create a separate lead proce
Create a unique list of opportunity stage picklist values for each sales proc
The field values are archivedThe field is removed from associated page layouts.
Fields must be removed from
Fields used in workflow and assignment rules
Formula fields can referenceFormula fields can reference fields on a parent object.
Create a cross object formulCreate a roll-up summary field to calculate the discounted amount.
Create a cross-object formulCreate an account workflow rule with an opportunity field update.
Forecast category
Probability
Big Deal Alerts
Opportunity field history tracking
Chatter Groups
Opportunity Update Reminders
Add Amy to Bobs default a Add Amy to the role above Bob in the role hierarchy
Quantity
Production
Lead
Contact
Campaign Member
Contact Role
Convert Leads profile per Import Leads profile permission
The lead formula field valueThe lead formula field value can be mapped to a number field on the acco
Create an escalation rule to Create a validation rule to route unassigned leads.
Create a default sales team Create a queue for each regional group and a lead assignment rule to rout
75,000
100,000

Import new leads and assocAssociate existing contacts with the campaign.
Assign the user to the standCreate a campaign sharing rule to grant access to the user.
Create a campaign hierarchy
Create a cross object formula field to calculate summary metrics.
Contacts
Campaign
Case teams
Contact Roles
Partner portal user
Queue
The default case owner speci
The user who created the assignment or escalation rule
Workflow
Validation Rules
To escalate any case within To send an auto-response email to customers
Ability to control the visibil Ability to control the visibility of specific solutions in the Solutions and Cas
Salesforce Content
Self-service portal
Dashboards
Ideas
Tab colors and fonts
Page Layouts
Sharing Rules
Workflow rules
Make the Answers tab visiblMake the Communities tab visible to all users
Users can only vote for and Child ideas can be deleted individually.
Recent Ideas and CommentsRecent Ideas, Top All-Time, and Comments
Related list on case records Chatter Knowledge tab
Knowledge uses data categori
Knowledge automatically creates a solution for each new article.
Recurring tasks can be assi Validation rules can be created for tasks.
Remove the phone number and
Select the Mass Email checkbox on the DNC co
Record Page
Chatter Group
Record Page
Chatter Group
Record Page
Chatter Group
Public Chatter Group
Private Chatter Group
A users manager
Profiles are not editable
Ask questions to gain verticaAsk questions about bonus schedules.
Enable invites to allow usersAssign Chatter Free licenses to existing Salesforce users.
Link a Salesforce Content libPost files from a Salesforce Content library to a Chatter feed.
Only Salesforce Content ObjOnly Attachments and Documents
Mass Delete Records
Store Attachments Locally
Related custom object recorClosed cases
8
15
Merge Leads function
Data Loader
When importing data, file si Standard users can import up to 50,000 account or contact records per se
500 records for end users. 5End users cannot import records. 50,000 records for Administrators impor
Connect for Office
Excel Connector
Can be used only to update Can be used to read, extract, and load data fr
Mass Delete
Data Loader
They allow you to override fThey can make fields conditionally required.
Must be included in your impor
Can be removed from page layouts.
Workflow Rules
Auto-Response Rules
Page Layout
Field
Data Validation ensures the Data Validation ensures the integrity of data when data is exported from S
Workflow field updates
Record types and read only page layouts

Web-To-Case
Salesforce Mobile
Include attachments.
Export a subset of records for a given object.
Once a month
No limit
Account report export
Account analytic snapshot
Makes content available to rTracks how often content is viewed or downlo
Each user has a personal fo Chatter Free users can access report folders but cannot see results returne
Create and share data categDesignate running users.
Dashboard folder access
Dashboard properties
Can be modified and overwrCan be modified and saved as new reports
Matrix report
Custom report
Matrix report
Custom report
Tabular report
Pivot report
Funnel
Donut
Pie Chart
Donut Chart
Pie Chart
Donut Chart
Funnel Chart
Scatter Chart
Funnel Chart
Scatter Chart
Vertical Column
Line
Summarized fields
Custom summary formulas
The calculation only appliesThe formula can reference custom formula fields in the data.
Fields on individual records Grant total fields
Summary formulas
Date Fields
Summary reports
Enhanced list views
Schedule a report to be emai
Schedule a report to run at approximately 6:00 p.m.
Opportunities for which the Opportunities owned by the user running the report and user in the same
Move the opportunity reports
Use the Show filter to filter report results and reduce records returned.
Only users in the same role The running user becomes the default owner of the dashboard.
The dashboard refreshes autThe data displayed varies based on the user viewing the dashboard.
Standard Opportunity
Standard Account
Gauge
Table
Gauge
Table
Gauge
Table
Gauge
Table
The dashboard is a dynamicThe dashboard has not been refreshed.
The fields available to includThe objects included in the report.
Each A record does not haveA records may or may not have related B records.
After a record is created
When a record is cloned
After Escalation rules
After Assignment rules
Email Alerts and Field UpdatRules and Tasks
Create mobile alerts.
Create section updates.
Assigning a case to a queueAssigning a follow-up action to a support agent
Create an escalation rule to Create an auto-response rule to send an email alert to the account owner.
Create a validation rule to Create an escalation rule to escalate the opportunity to management.
The user must be in the same
The user must be setup as a delegated approver.
The approvers delegate canApprovers can view an approval request from

Request will be sent to bothRequest will be sent to VP of Global Sales for approval
It is available to users with It is available to partner portal users.
Mobile Lite must be enabledMobile
b
Lite users must have a mobile license assigned to them.
Select syncing direction andRun a first time synchronization for each user.
Every time a record is upda Every time data is synchronized with the server
When looking for pre-built cTo submit ideas for Salesforce application enhancements
Download AppExchange PacCreate AppExchange Packages
Customize
Deploy
Create a snapshot of your foInclude partner opportunities in the forecast.
To Me feed
All Company feed
Create new accounts in Sales
Add the email to a case in Salesforce.
Each instance of a recurringUsers who follow the record will see the task in their Chatter news feed.
State and country picklists aPlanning and feature enablement require working with salesforce.com.
Rules can set the record typIf you add a rule entry and not assign a sort order to fire last among all oth
Regardless if the lead is a If you convert the lead from the Campaign Member Detail page of a certai
When there is an active apprIf that object is a target of an analytic snapshot.
A Splash page.
Visibility to at least User Profile.
This feature can retroactivelThis includes automatic emails such as those sent through Web-to-Lead an
The Read Only profile is disaThe User License picklist has a Salesforce Platform value.
The Who field must be a ConThe Who field must have a valid person's name - that is, a name or a nick
If a campaign member based
You
o can not deactivate a Workflow rule with a pending Time-Based Action.
Each Campaign can have unl
Each Campaign can only have one Parent Cam
A profile contains the settings and permissions that control what users with that profile can do within S
This can not happen as it is Responses will still be sent if Bruno is the Default Lead Creator.
The custom object, its data The object's data records currently in the Recycle Bin can only be restored
Roles can control the level of visibility that users have into your organizations data.
Formula fields can referenceFormula fields can reference fields within the same object, a parent object
Define mini page layouts to Assign
c
users to a console layout to provide the
Usability
Transferability
Print an annotated version oSave an Approval Process Template that can easily be replicated and mod
Values in Lookup Fields are You can build a Custom Lookup Relationship between an Object and itself.
A default Task will be createA default Outbound Message action will be cr
When employees want to see
When an employee wants to see his performance based on a key metrics.
The default landing tab.
The Roles who will have access to the app
It has a Field Pane that List It requires Report Builder user permission.
Role Hierarchy
Profile
Owner
Currency
Create an Event so that it enSet an Event to recur and you'll get a Multi-Day Event.
Reports and Dashboards
Documents and Contents
Salesforce CRM System Admin
All Custom Reports are built based on a certain report type.
Chart Position relative to theChart Size in terms of pixels or inches.
Margie does not have visibi She does not have the Marketing User checkbox checked in her User Profi
Advise the user to use a legEdit the User Interface to enable Accessibility Mode for your Salesforce Or
Changing to or from type DaChanging to a Currency from any other type.
When you add a Lead to a Ca
A user gains ownership of a Lead record once it is assigned to a queue he

If an opportunity's account m
If an opportunity's account moves completely out of the territory and its c
YEAR( My_Date__c ) <= YEAR
OR ( YEAR( My_Date__c ) > YEAR ( TODAY() ), MONTH( My_Date__c ) <= M
Shop for apps and component
Share your own customizations as an app on
Roll-up Summary Field can automatically display a value on a master record based on the values of re
Visual Force Tab
If multiple sharing rules giv Managers in the role hierarchy are automatically granted the same access
When a Case is created, it i Default business hours on cases can be updated with business hours on e
Default Case Owner.
The Owner selected by the last Rule Entry.
Workflow Approval Process Sales Process
Solution Manager
Global Administrator
All Opportunities associatedAll Activities associated with the Contacts wil
The import wizard will ignorThe import wizard will ignore the following pieces from account names wh
Email Address, Username, Title, Company, Department
The field-level security acceThe hours during which and IP addresses from which the user can log in
Email-to-Case
Self-Service Portal
Access to a Folder's contentYou can make a folder available to your entire organization, or make it priv
The Hospital Director wants A Marketing Manager would like to see a report on Accounts with Account
CloseDate < DATE(TODAY) CloseDate > DATE(TODAY)
You can add a chart to a StaYou can save your customizations made on a standard report to modify th
Configure the workflow actioActivate the workflow rule.
Allow Forecasting
Force.com Flow User
All Standard and Custom ObAll Custom Objects and Some Standard Objec
They are the stages of the sMilestones represents the entitlement of a customer.
Select the associated DashbSelect email recipients.
Financial Managers (custom Opportunities
Community Nickname
Title
Solution Manager
Marketing User
Sharing rules apply to both When you change the access levels for a sharing rule, all existing records
Custom Fiscal Years could b A Standard Fiscal Year always starts in January and ends in December of th
The affected user is AssigneThe user is in Accessibility Mode.
Custom S-Controlls and Apex Triggers
Custom Object Tabs.
ApexScript Tabs.
Search for contacts and le Mass Add Leads to Campaign and Mass Add Contacts to Campaign from th
The Responded value of theThe leads she added were already converted to opportunities.
Formulas are reusable accros
You can create Custom Summary Formulas in all report formats.
The event falls outside the You have not yet invited any other user to thi
Ensure that both John and t Tick the 'Allow Forecasting' checkbox in that Regional Sales Manager's use
Activity History.
HTML Email Status.
At the New Lead Standard FiAt the Edit Lead Field Page. Tick the External ID Checkbox.
Build a new relationship be You can not build a relationship between Person Account and a custom ob
Scatter chart can not be ad After you add a grouping to a Tabular report you can proceed to add a cha
John can still create contac John can still create contacts to any accounts.
Other users, Personal and PuUsers, Groups and Profiles
Users can create list views The Console tab is just like other tabs in Salesforce except that the consol
Decimal-place precision on You can add a chart to a report that does not have any grouping.

Allows you to manually add Allows


a
you to set a criteria to automatically assign multiple influential cam
You can't change the organizWhen a custom object is on the detail side of a master-detail relationship
If the amount is greater tha If the amount is greater than $5,000 and the f
The Case Team is automatica
You can not delete a Predefined Case team.
Mass Transfer Workflow ApprMass Update Addresses
Set the Default Approver
Enable Email Approval Response
When an account owner is not
To simplify user management in organizations with large numbers of users
Two Support Processes
More than one Escalation Rule
Installed Packages
Storage Usages
Workflow rules can be triggeCross-object field updates only work for custom-to-custom master-detail re
Activate a new validation r Because validation rules run on the Self-Service portal, make sure your va
Look up between a custom ob
A Master - Detail relationship between two custom objects.
Validation rules >> AssignmAssignment rules >> Validation rules >> Auto-response rules >> Workflo
System Permissions
App Permissions
It sets the basis in Forecast It allows you to see similar opportunities which could provide relevant info
Quotes, Quotes Line Items Cases, Solutions, Entitlements
All Standard and Custom FielSome Standard Fields can be used as Dependent Fields.
Regardless if the lead is a If you convert the lead from the Campaign Member Detail page of a certai
After Saving a Custom ObjecAfter Saving a Visual Force Page.
Outbound Calls, Field Level S
Outbound Alerts, Field Updates, Tasks, Email Messages
A CEO wants to be notified vYou don't want users to enter unwanted words in a field.
John access to the Files Tab.John is not a Salesforce CRM Content user.
Add Multiple Users option atUser Import Wizard.
You can only delete a holidaDuring Holidays, access to Salesforce CRM is restricted.
Leonard, a System AdministrRaj has a Solution Manager profile and is set to be a Marketing User.
Activity List Views
Console
A customer submitted a case
A Case is created by the support rep during a customer call.
He needs to ask the SystemThose are Private Events which do not appear on Multi-User View.
If a Field is hidden to a Man If a Field is hidden in the Page Layout of the Manager Profile, a Role Hierar
Data Loader Export and Expo
Import and Export Wizard
VisualForce Page Access
System Permissions
Google Docs, Chatter: Feed posts and tracked changes, and Quotes
A sales team is a group of uA Sales Team is a subset of an Account Team.
Salesforce automatically assThere is no Managed package that doesn't have a license.
Disable Half-Life.
Enable voting.
Links on records under Recent
Clicking Printable View, Check Spelling and Help for this Page links opens
Any number of steps that determine the sequence of actions to take when a record matches the criter
Users with Customize AppliUsers with "Create Workflow rules" permission.
User Profile.
New Custom App wizard.
The Report Wizzard will no loThe Report Wizzard will still be available in Accessibility Mode.
If you disable advanced currAdvanced currency management requires a custom fiscal year structure.
The new owner has at least Read/Write/Transfer permission on the object.
Salesforce stores deleted cuAssignment or Escalation Rules that rely on the custom field data will ceas
When closing a Case.
Upon reply from the customer.
Salesforce evaluates time-ba
Salesforce executes time triggers that reference null fields.

When importing 1900 new rec


When Mass Deleting more than 250 records at a time.
Visualizer Wizard
Jump Start Wizard
If you disable advanced currOnce ACM is enabled you can not disable it.
Upon editing a field
Upon saving a record
Determine the visibility of thSet the fields included in the List View.
Tab Style.
Content Frame Height (pixels).
Folder Access is controlled Folder Access is controlled by permissions while Record Access is controlle
He can still create workflow Mr. Young can create a workflow rule on Campaigns but not on Contacts.
Ownership of all related TaskIf duplicate records are found, you have the option to transfer one or all th
An export file containing th An export file containing the records will appear in Data Export.
Trigger a Mass Mail to leads Notify the owner of owner of the new lead upon its creation.
If the record is a Campaign, You can still edit the default action for initial submission and recall actions
Accounts, Person Accounts, Accounts, Person Accounts, Contacts, Leads
Some deleted items still couActive or archived products, price books, price book entries, and assets do
Dashboards
Reports
A Workflow Rule updates a fie
You convert a Lead and an Active Validation Rule that disallows that Lead's
Mass updating divisions.
Upsert of Leads.
Rebuild workflow rules.
Re establish broken look up relationships.
Standard fiscal years can start on the first day of any month.
When an account owner is not
All users that require visibility to the entire organization should be next to
Create Question Validation RSet up Answers Validation Rules.
Manage Email Client ConfiguManage Package Licenses
Startup Wizard
Standard Wizard
When defining validation rule
A validation formula must always start with a conditional IF statement to d
A Multi-day Event is a recur There is no Multi-day Event in Salesforce.
You can't add or remove time
Salesforce will never execute any time trigger action beyond the 500 per h
Address
User and Feature Licenses
If you are inviting multiple You can't invite a user from a different time zone. You must set all users to
Final rejection actions are t You can use email approval response with an approval processes in which
Create a Validation Rule to Set these fields as Read Only in the User Object Page Layout.
Support for complex and freSupport for transferring users between territor
List Views created by a StanList views created within the Console Tab
Automatically insert leads for those who send email to a designated email address.
Salesforce runs validation r The Data Loader and the Force.com API version 7 and later no longer run v
Roll-up Summary fields
workflow rules with field updates
Lookup relationship
Formula
Campaign lists
Campaign hierardhy
Create a lookup relationshipAdd the survey related list to the account page layout.
when records are edited by When records are updated by a workflow rule
knowledge User
Opportunity User
The custom summary formulas
the fields that can be used as columns when building a report
Assign the facilities team toConfigure field level security on the new object for the facilities team.
View All Data
Read for opportunities
View, create, edit, and dele Search for records that were not previously downloaded to a mobile devic
Custom link
Child field

The record type has not been


The record type has not been added to the sales user profile.
All existing records are eva Rules can be evaluated when records are created or edted.
import process requires userimport process aborts when it encounters the first invalid record.
Add a gauge component
Schedule a refresh time
Posts made to a users profile
Posts to a users profile can be made private by clicking the lock icon.
Click Unlock on the users r Send an email to the user containing the users password.
Add sales engineers to accoAdd sales engineers to opportunity teams.
Support processes
Permission sets
To display Salesforce Soluti To display for customer self-service
Opportunity
Case
Enhanced profile list views Inline editing
community experts can deleCommunity experts can manage Salesforce Ideas categories.
Grant the user Read profileSelect the Manage Campaigns profile permission.
A product can have a differen
Price books that contain assets cannot contain products.
The fields users see in reporThe record types available to each role and profile
Add the public group to the Add the public group to an opportunity queue.
The time-dependent action iThe time-dependent action will execute on July 30.
add tags when editing conten
Share content with other users in Chatter.
Create an email template foCreate a single email template and use the translation workbench to trans
Custom lead fields can be ma
Custom lead fields can be mapped to custom object fields.
Label
Field type
administrators can download
Partners can download accounts and contacts to collaborate on sales deal
To allow customers to log anTo share support reports and dashboards with high-profile accounts
Verify the users have the Ed
Verify the field-level security for the Industry field is not set to Read Only
Add the survey related list Create a lockup relationship Field on the account object.
Modify a standard profile. Change the organization-wide default settings.
Create custom fields.
Create a page layout.
Donut chart
Funnel chart
Assignment rule
Workflow rule
Record type assignment
Field-level security
Each account must not haveEach account may or may not have related contacts.
Roll-up summary field
Cross-object formula field
Read/Write/Create
Read-only
Define a role hierarchy wherManually share all records owned by sales representatives with sales oper
Record types
Page layouts
Give the US sales director read/write/edit/delete object permissions on the profile.
Posts to a users profile are Posts made to a users profile are visible to all users in the organization.
Use the Excel connector to Use an external ID field to match records between the systems.
create a case assignments rCreate a case escalation rule.
create a list view for opport Use similar opportunities to update the opportunities
Create two permission sets.Create two sales processes.
The user will be able to log The user will be able to log in after answering a security question
Fields being searched on forColumns displayed for each object
Mass Email
Active
Default off
Read-only

Add the record type to the rAssign the record type to the appropriate profiles.
Text and image area
Text area
Price books that contain assProducts without a price are automatically added to the standard price bo
Update the value of a field oUpdate the value of a formula field.
Record types
Page layouts
Community experts must beAnswer
i
can be displayed externally on a customer or partner portal.
When a validation rule is tri When the action is deleted from the workflow queue
Add customers to libraries. Use Chatter files to share presentations
Use the campaign influenceUse
r the campaign hierarchy related list on the opportunity
Documents
Attachments
The user is attempting to log
The user is attempting to log in with the wrong username
Email-to-case
Support settings
Create a validation rule tha Create a workflow rule on the opportunity object.
Support users can install th Partners can download accounts and contacts to collaborate on sales deal

ount page layout


ge layouts
refreshed

nd customize

orts and share with Sales director

me zone Central Standard Time

previously meet the rule criteria

be unable to save any new work.


Number of downloaded AppExchange analytic packages

being saved correctly.

Create monthly snapshot reports and emails to the CFO


Completing the roll-out of the new opportunity page layouts
m in order to see Sam's opportunity.

gional currency.What should be considered when analyzing the impact to 250 reports and 75 dashboards?
recreatedbythesales people from a campaign

stemAdministratorcan view/edit the field


Each role includes the partner account name as part of the role name. For example, if the partner account nam

se web traffic to the Companies Website


Data validation rules

Developer toolkits

eler. Person accounts are applicable to organizations that operate on a business-to-consumer model as opposed
ce the Person Account can also be a Contact (on a specific Object, which is defined by a role)

fying it for review


Standardize campaign hierarchy

the rollup view of Opportunity object only; everything else takes care of itself

Help Customer with support problems that at are also Salesforce.com users
with Read only access
Forecasting

Measure effectiveness using the Google AdWords dashboard and intelligently optimize your AdWords c

Show them how to use Featured tagging

ade process and associate upgrade records with the original opportunity.

he sales and support group


nt or receipt?

Recurring events

s on the account
opportunities for the legal team to review.

ould see this report


5

ortunities)/Actual Cost
Load records more than 50,000
ocked components and cannot be upgraded

bar chart

Hours of IP Address

Percentage values round to one decimal place


Solutions
Import Opportunity Capabilities
Cannot reference other formulas

None of the above


All of the above

XML Templates

All of the above


Solutions
Records for which you have Read permissioAll of the above,
Reports
The Record creator

All of the above


relevant sharing rules are evaluated to add or remove access as necessary
Build custom Applications
Workflow rules trigger automatically and are invisible to the user
All of the above
All of the above
Solutions
Group standard and custom tabs into new custom applications
All of the above

Articles

pe, any reports based off it will not be deleted

not previously meet the rule criteria

Article Management

ule Reports

Opportunity

Dynamic Routing Approval

determine the forecast category of an opportunity

All of the above

inistrator

ly the reports,

es reflect the change

ot own but can view

ge layout must be modified

manually to an account record


e across objects
Opportunity Close Date, Product Date, Schedule Date

ents, or Other Folders

om object

s Actual Cost) / Actual Cost

Opportunity Line Items, Cases, Accounts, and Contacts

the X-axis
us of a lead using the manage campaign members feature.

nistrator at another company

alog results based on fields on the source object.


hierarchy
Master-detail relationship fields
campaign member record.

do any DML (Data Manipulation) Operation i.e. Save, Edit etc.

verything in the New Organization Locale"

Marketing

Last Day of Current Year


None of the Above

Solution Processes

at they are available on request

ifferent environment

Average
None of the Above
Roles
No Limit

Cases

Campaign
of the above\

Solution
Enterprise Edition

d via Import Wizard

ed with an account

a Import Wizard
All of the Above

ed with an account
The Complete Dashboard set by the User himself

ou hover over a dashboard component


er customer

Chatter Feeds

viewed/downloaded

folders of users

o display lead or contact record details on a campaign member record


on an opportunity record

campaign member record


nts related to a campaign
Solutions

An Account team role

rkflow task

Cases

Self Service Portal

Validation Rule Error message


Rollup summary

Apps
Visual Force Page
Metric

Insert, Update, Delete


e it regardless of access to dashboard

A Sales Team Role

All of the above.


Video Files.
s to multiple approvers in a single step
Enterprise,

None of the Above.


Microsoft PowerPoint presentations.
Contact Manager

Solution Manager
Enable Drag-and-drop scheduling on List Views
Closed tasks without a due date that were created more than 365 days ago

Manage Currencies

Fiscal Years

All except Group Edition

All except Professional Edition

It allows agents to take notes in an interaction log while in a call.


rior to User A

Administrators can add or remove the New Meeting Request button on multiple page layouts using th
The conversion will fail.
Service Cloud2

Sales Cloud2

Content Library
Sales Center
The objects displayed in the navigation tab
by record name, record owner, or feed post.
Files

Opportunities and Quotes

Leads

Unlimited
All Editions are supported
Approvers can only access an approval page from the application

t previously meet the rule criteria

permission checked.

All of the above


Developer, Enterprise and Unlimited only
2000

s, but Contacts can only have one Campaign

Custom Checkbox

All editions

All of the above

inistrator

ly the reports,

es reflect the change

see the field at all

ot own but can view

ge layout must be modified

manually to an account record


e across objects
Opportunity Close Date, Product Date, Schedule Date

ents, or Other Folders

om object

s Actual Cost) / Actual Cost

Opportunity Line Items, Cases, Accounts, and Contacts

determine the forecast category of an opportunity

None of the above


All of the above

Solutions

municate with customers


Publish at-will, with "Manage Articles" profile permission
from content
ng the master-detail or lookup relationships
ashboard to create a component
er customer
Post updates, files, links to Chatter pages

Lookup fields to the Activity object

Solution
The user is logging in from an IP address within the list of trusted networks.
disabled through the UI.

Salesforce Edition

Security Settings

ules for each user

ganizations
When u modify which users are in a group rule, the sharing rules are re-evaluated to add/remove acce
Roles and Subordinates

ustomers

rough role hierarchy

other currency type


Validation rules can be activated / deactivated by the user
y of data when data is exported in SF
rkflow task
Workflow Email Alerts
oups or roles for sharing rules.

Unlike before, HTML attachments is always available and can no longer be disallowed.

Donut

Line Cumulative

It can access all that a Chatter Free user can and it can also access up to 10 custom objects but not st
Files uploaded to the Solutions tab
Export details
300
Sharing

Chatter Groups

Developer

Enterprise

Using Chatter Filters

View Chatter Feeds

Some users are not associated with any Role.

33

10

Integrated Campaign Builder views are not exposed through the Force.com API
rom a page layout

Custom Object Sharing Rules

due to conflict within approvers

Report on records

Edit details on records

igger criteria

Kathy can View but cannot edit Jennifers oppurtunities

Tim can VIEW but cannot EDIT phils account.

Sales for approval

nknown browsers and IP addresses.

ference to Spanish
an object

There is no export option in Contact Manager


On Chatter groups
Under related lists.
ally apply without the need for setup.
Chatter feed posts now has a "like" option.
70

80

My Teams Dashboards" permission.


Only Enterprise and Unlimited Edition organiza
None of the above.
5

Mass mail is not checked in FLS

4000
Elastic
Post to a group or user\'s feed

3900
Pay-as-you-go
Subscribe to a user feed post

es to users who sign up for your application through Trialforce.

ield updates
True. If Object permission is disabled.

Organization Wide defaults.

False. If Object permission is enabled.

NOT(Hours_Worked__C > 0)
Private

Hours_Worked__C < 0
15

a summary of the data type and object relationship

Custom Objects

so be used to support dashboard components.


et the account rating or the annual revenue.

Pie

Combo Charting

he meeting.

together
Formula Field
Field properties visible, read-only and required

Profile Settings
Opportunities
f picklist values only for new picklist

a you create
you cant normally see
Summary

Matrix

Validation rules can be activated / deactivated by admin

It generates an error report after the loading


The user is able to work without issues and can start new sessions

Public group
Permissions
Workflow approvals

ed per object
Online campaigns
As short as a month and as long as a quarter

ype Selection
ge layout.

Enable Email Attachements.


lity yet in Salesforce.

Change the Activities page layout.


5

List View

6
Read-Only Fields

View User Configuration, and Manage Users View setup and Configuration, View User Configuration, M

Contacts Tab

Record types help track sales lifecycle s across divisions,groups and markets.

m where it can be undeleted


Picklist values

Ideas
Email
Contact
Cases
All related tasks and case comments are deleted.
Delete

ter the Spring 11 release. Thus there is no need for the upgrade.
Salesforce Mobile Usage Data in Custom Repor
Email to Salesforce Enhancements.

6
10
2
8
Global Search for the Service Cloud Console
00 account or contact records per session
users profile has login hour restrictions. If login hour restrictions are specified for the users profile, any login o

You can map auto-number fields to Picklists


mapped to the new opportunity

If you change the data type of any custom field user for

Escalation rules

Use the campaign import wizard


Can be used to read,extract and load data from any MS office file
contacts, person account records are included in the contact data. The export includes all fields from person acc
I can drag and drop columns within my list view to change the appearance or order of data

Hover links are cool and will save me some time when researching info about accounts, leads, opportu
All of the above

fields for me

vent (sales deal ) that you want to track in Salesforce. The Icon is a Coin.

eal. An account must have a closed opportunity associated with it.

Probability is the confidence factor that I will win the Opportunity, and is typically based on the Stage
ty History when the time of the Event is past.
Log a Call (after call completion)
ds to SFDC directly from my email
l be visible on other tabs, related lists of that type will not be visible on other tabs, search results will not return
s created by the user, unless he or she explicitly sets a different division. When users create records related to

o not have access to


dashboard

le to save it

Share it to other users

nual submission whereas a workflow rule triggers on saving a record

to the campaign
of business rules
Campaign related list on account

h multiple cases and a case can be associated with multiple solutions

ublished on your web site


ueues to which they are members

e access to Campaigns Object

g model and will allow the users who see the dashboard to see high level sales data for just what they own plus

Manually assign accounts to territories

Configure organization-wide territory management settin

Case Origin

y), attachments, notes, open activities

om Objects?

Keep Account Teams


Transfer custom objects
hboard refreshes. Unlimited Edition users can schedule up to four dashboard refreshes per hour per day; Enterpr

Text with letterhead

Visualforce
60

When a case is created via Email-To-Case this user is assigned as the case owner.

. 2) Any length from 256 to 32,000 chars. is allowed 3) Line breaks count towards the max length of the field 4)
from the users browser settings
Create,Edit, and Delete custom fields on the Case Object

Assign feature licenses to users.


Manage users within specified roles.

Deactivation frees up a Salesforce user license.

Enable customizable recent items


Modifying the values of special fields

Currency
Pending Approvals list
Admins can customize the message sent to locked out users.

Whether the users profile has specified business hours.


nknown browsers and IP addresses.
sforce users.
unsaved work in progress will be lost.
personal accounts.
Quotas

gn members of the group to a role at the top of the hierarchy.


haring to private and create a sharing rule to share Retirement accounts with all sales users.
s to share the records between the three Sales Reps.

he records they can access

User profile
ttings for accounts to read-only
e custom object permissions.
Lookup filters can be applied on relationship fields.
Change the field type of standard fields.
an object.

Text field

ndent field
ownership.
the appropriate user profiles.

o one profile at a time.


Record types help track sales lifecycles across divisions, groups, or markets.

d sales processes to the regional sales team profile.

tage picklist values for each sales process.


d page layouts.
Existing field values must be transferred to a new custom field
n a parent object.
lculate the discounted amount.
h an opportunity field update.

he role hierarchy

mapped to a number field on the account record.


assigned leads.
oup and a lead assignment rule to route leads to the queues.

campaign.
rant access to the user.
o calculate summary metrics.

Internal Salesforce user


nt or escalation rule

ustomers
cific solutions in the Solutions and Cases tabs.

Manually add the profile permissions Create and Edit all profiles that should have access to the An
The master idea inherits the status of child ideas.

solution for each new article.


Filter the DNC contacts from mass email list views shared with sales users.

ing Salesforce users.


library to a Chatter feed.

Closed activities

000 account or contact records per session.


0,000 records for Administrators importing for multiple users.
Can be used to read, extract, and load data from any Microsoft Office file.

y of data when data is exported from Salesforce.

Self Service Portal

Tracks which recipients have viewed and downloaded content.


t folders but cannot see results returned in reports.

Pie
Record count
ormula fields in the data.

Grand totals

Grand totals

mately 6:00 p.m.


nning the report and user in the same role in the role hierarchy.
results and reduce records returned.
ult owner of the dashboard.
the user viewing the dashboard.

The user is drilling down to a filtered source report.


The default columns in the report.
ted B records.

pport agent
d an email alert to the account owner.
e the opportunity to management.
ted approver.
Approvers can only access an approval page from the application.

Sales for approval

e license assigned to them.


each user.
h the server
cation enhancements

the task in their Chatter news feed.


quire working with salesforce.com.
gn a sort order to fire last among all other entries in the same rule.
mpaign Member Detail page of a certain campaign, that campaign will be listed as the Primary Campaign Source
ic snapshot.

as those sent through Web-to-Lead and Web-to-Case response rules.


sforce Platform value.
son's name - that is, a name or a nick that doesn't have numbers and symbols in it.
ule with a pending Time-Based Action.
Each Campaign can have an unlimited number of Siblings and Child Campaigns.
t users with that profile can do within Salesforce, the partner portal, and the Customer Portal.
is the Default Lead Creator.
n the Recycle Bin can only be restored if the object itself is restored.
organizations data.
within the same object, a parent object, or a lookup object, but not fields on child objects.
Add the Console tab to custom apps so that users can access the console from specific apps.

that can easily be replicated and modified for other uses.


tionship between an Object and itself.
You have to define the Action the Workflow will trigger.
performance based on a key metrics.

a Multi-Day Event.

on a certain report type.

er checkbox checked in her User Profile.


cessibility Mode for your Salesforce Org.

cord once it is assigned to a queue he is a member of.

ompletely out of the territory and its children, then the opportunity's territory field is set to blank.
ODAY() ), MONTH( My_Date__c ) <= MONTH ( TODAY() ) )
Rate and comment on apps available in the AppExchange.
aster record based on the values of records in a detail record.

automatically granted the same access that users below them in the hierarchy have from a sharing rule, regardl
n be updated with business hours on escalation rules if the cases match escalation rule criteria and the rule is se

All Leads associated with the Contacts will be deleted.


lowing pieces from account names when matching account names: THE, CO, INC, CORP, CORPORATION, COMPA

esses from which the user can log in

our entire organization, or make it private so that only the owner has access.
see a report on Accounts with Account Teams.

made on a standard report to modify that same report.


None of the Above

All Standard Objects and Some Custom Objects


nt of a customer.
Specify the Running User.
Person Accounts

for a sharing rule, all existing records are automatically updated to reflect the new access levels if the new acce
in January and ends in December of the same Year.

ass Add Contacts to Campaign from the Campaign objects' tab.


onverted to opportunities.
rmulas in all report formats.
None of the above.
x in that Regional Sales Manager's user record.

External ID Checkbox.
ween Person Account and a custom object.
ar report you can proceed to add a chart.
accounts.

bs in Salesforce except that the console can display records from several different Salesforce Orgs all on one Co
does not have any grouping.

atically assign multiple influential campaigns to an account.


ail side of a master-detail relationship with a standard object, its organization-wide default is set to Controlled by
If all approval requests are approved, change If any approval requests are rejected, change the status
Mass Reassign Sales Teams

anizations with large numbers of users, you can enable delegated administrators. Delegated Administrators are

Monitor Deployments
k for custom-to-custom master-detail relationships.
Self-Service portal, make sure your validation rules don't prevent Self-Service users from creating cases.
en two custom objects.
es >> Auto-response rules >> Workflow rules (with immediate actions) >> Escalation rules

nities which could provide relevant information to win an opportunity.

as Dependent Fields.
mpaign Member Detail page of a certain campaign, that campaign will be listed as the Primary Campaign Source

ks, Email Messages


nted words in a field.

e CRM is restricted.
nd is set to be a Marketing User.

p during a customer call.


not appear on Multi-User View.
ut of the Manager Profile, a Role Hierarchy can be used to open visibility of the said Field to the Users with Mana
Export Details Function from Reports

An Account Team is a subset of a Sales Team. The latter may be composed of one or more of the form
doesn't have a license.

ng and Help for this Page links opens a new browser window outside the Console Tab.
take when a record matches the criteria. Each step can have up to 80 actions, 10 of each type: email alerts, fie
permission.

able in Accessibility Mode.


quires a custom fiscal year structure.
n the object.
rely on the custom field data will cease to run.

at reference null fields.

records at a time.

ssions while Record Access is controlled by Role Hierarchy and Field Level Security.
e on Campaigns but not on Contacts.
ave the option to transfer one or all the records.
s will appear in Data Export.
w lead upon its creation.
or initial submission and recall actions.
Person Accounts, Contacts and Leads
Contacts and Leads only
ooks, price book entries, and assets do not count against storage.

alidation Rule that disallows that Lead's name to be saved.

e entire organization should be next to the CEO in the hierarchy.

art with a conditional IF statement to define the kind of data being filtered.
When you set an All Day Event to recur you come up with a Multi-day Event.
me trigger action beyond the 500 per hour limit for Enterprise Edition.

nt time zone. You must set all users to have similar time zone before you can send an invite.
e with an approval processes in which the assigned approver is a queue.
User Object Page Layout.
Multiple forecasts per user, based on territory membership.

ated email address.


API version 7 and later no longer run validation rules.

count page layout.


when records are submitted using web-to-lead

mns when building a report


new object for the facilities team.

viously downloaded to a mobile device.

d to the sales user profile.


ds are created or edted.
unters the first invalid record.
Summarize fields
e private by clicking the lock icon.
g the users password.
Record types
Campaign

lesforce Ideas categories.


file permission.
not contain products.
ole and profile
nity queue.
cute on July 30.

use the translation workbench to translate and send the appropriate template.
o custom object fields.
Picklist values
d contacts to collaborate on sales deals.
oards with high-profile accounts
Industry field is not set to Read Only on the users profiles.
n the account object.
ult settings.

Feature license assignment


related contacts.

y sales representatives with sales operations.


delegated administration
ons on the profile.
sible to all users in the organization.
cords between the systems.

the opportunities

answering a security question


Number of records displayed for each object
Run Reports

priate profiles.

atically added to the standard price book.

on a customer or partner portal.


workflow queue
list on the opportunity

h the wrong username

tunity object.
d contacts to collaborate on sales deals.

Correct Choice
A,B
D
C
B,C
A,D
D
C,D
A,C
A
A,B
B

B
B
A,B
C
B,D
A
B,D
B
A,C
A
A
A,D
B
B
A
B
A
B
A
A
B
C
A
A
A

A,B
B
A,B,D

5 dashboards?
A

partner account name is Acme, the three roles are Acme Partner Executive, Acme Partner Manager, and Acme Pa

er model as opposed to a business-to-business model.

mize your AdWords campaigns

C
B,C,D,E
D

B,D,E

D
A,C
A
A
A

B,D,E
C
B
B,D
A
B
A

B
A

A,C,D

A,D
B
A

B
B,C,D
A,B,C
A,B,C,E
A
A
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B,C,D
A
A
A,B,C
A
A

A
A
A,B,C,D
A
A,B,C

A
F

B
A,C,D,E
A
A
B
A
A,B

C
E
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B
B,C,D,E
A,D,E
A
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D
A
A
All of the above
A

C
A
A

B
A
A
A
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D
B,C,D,E
D
A
A
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A
A,B
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A
B
A
C
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B
B
D
D
B
C
A
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D
C
B
A
A
A
D
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B
D
C
A
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A
A,D
B
A
B
B
A
B
B
A,B,D
D
B
A
C
A
B
C
B
D
B
C
C
A
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B
A
B
D
A
B
C
C
A
B
D
D
A
A
D

B
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D
B
C
B

B
B
C
B
B
A
B

D
C
B
C
C
B

D
A
C
D
B
C
D
B
C
B
D
B
C
C
A
E
B
E
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D
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A
C
A

A
C

C
C
B
A
D
B
C
B
A
A

B
A
B
A
B
A
A
A
A
A
B
B
D
C

A
A
A

A
D
E
A
A
B
A

C
B
B
C
C
D

A
A,B
A,B
A,B,C
A,B
A
A
A,B
A,B
A
A,B
A,B
A,B,C,D
A
A
A,B
A,B
A
A,B,C
A
A,B,C
A,B,C,D
A,B
A
A
A,B,C,D
A,B
A,B,C
A,B
A
A
A,B
A
A,B,C,D
A
A,B
A
B,C
A,C

A,B,D
A,C
A
B
A,B,C
A,C,D,E,F
D
B
A
C
B
B
A,D
B
A
A
B
C
B
A
E
E
D
B
A
A
B
A
A
B
A
B
A
C
B
C
D
B
C
B
C
B
D
A

B
D
B
A
C,D
A
B
A,C
F
D
A
A
B,C
E
A,B,C,E
A
B,D,E
B
A
B
C
B
B
B
A
D
C
C
A
B
A
B,D
C
A
A,B,E
A
B
C,D
B
B
age layouts using the new Cloud Scheduler quick setu B,C,E
B
C
B
E

A
B
A,C,E,F
A,D
A,B,E
D
A,C,D,E
A
A
F
A,D
B
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B
A
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A,B
A,B,D
B
F
B
A
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B
C
B
B
C
A
A
B
B
D
B
B
D
B

D
B
C
A
B
D
C
B
A
A
A
D
A
B
D
C
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B
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A,B,D
D
B
A
C
A
B
C
B
D
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C
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A
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B
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B
D
A
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C
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D
D
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B
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D
B
C
B
B
B
C
A
B
A
A
B,C
A
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A,B,C
A
A
A,B,C,E
B
A
A
B
A,D,E
B,D
A,B
C,D
A,B
A,D,E
A
A,B

d to add/remove access as necessary.

A,B,D
B
D
B
A,B,C,E
D
C
A,B
C
B
B
C
A
B
A
B
A
A
A,D
A,B,C
D
A
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C
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B
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A
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om objects but not standard objec

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ave access to the Answers community.

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rtner Manager, and Acme Partner User.If the ownership of a partner account is changed to another channel man

to another channel manager, the partner user role is moved to that location in the role hierarchy. Partner users

e hierarchy. Partner users at a given role level are always able to view and edit all data owned by or shared with

owned by or shared with users below them in the hierarchy, regardless of your organizations sharing model.

ations sharing model.

NO

Question

1
2
3
4

MultiLingual Solutions search can be enabled for(Select 2 choices)


User tried to login to salesforce app. And saw an error. When administrator logge
User has IP Ranges defined at profile level, login hours defined at profile level a
Conditional highlighting is available in?

The Universal Containers need to capture Account surveys. A custom object needs

6
7

Universal containers have 2 sales teams whose sales processes are different. How
What are the considerations that the administrators should have while enabling

While using Salesforce for outlook which of the following can be in unresolved li

9
10

How can AppExchange be used?( choose 2)


Capabilities of Knowledge base? ( choose 2)

11

Universal containers need the opportunity OWD to be private. But Sales Director

12
13
14
15

For a profile, a field is made required in page-layout and read-only at fieldlevel


By default the tabs visible to users, is determined by
Conditional Highlighting is only available in (choose two answers)
When an administrator changes the organization wide default time zone to Pacifi

16

Which of the following is true about enhanced lists? (Choose two answers)

17

Which of the following is not true about Person Account?

18

Which of the following are not Standard Applications?

19

Which is the correct validation rule to determine if the custom date field My_Clo

20

Which of the following cannot be a depending field? (choose 2 answers)

21
22

You can upgrade your Apps of the following types:


Which of the following is a standard profile? (select all that apply)

23

Which one of the following cannot trigger Workflow Rules?

24
25
26
27

State true or false: Converting a lead to a person account triggers workflow rule
Campaign influence of an online advertising can be determined by
Time-dependent workflow will not work for which type of workflow evaluation cri
Which of the following is an example of many-to-many relationship between Obj

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34
35
36
37

If you need to total all the Closed-Won opportunities and the total amount to ap
Which of the following determines the views users creating or running reports f
Which of the following is true about Data Management tools?
Which organization-wide default sharing rule is required to see whether the user
A users login hour restriction is set as Monday through Friday from 8 AM to 5
If your Org Wide Default for Accounts is set to Private, adding someone to an Ac
When converting a Lead with an associated Campaign, the Campaign will follow
The Sales Operations team just completed 2 new KPI dashboards for the field sal
Universal Containers is using Salesforce and has set up a private sharing model
You have completed the configuration of Salesforce CRM for your client. You hav
Marketing is excited to launch a new product and want to track related
transactions. They requested an email be automatically sent to notify them. As
a system administrator, you:
Users can always view all Accounts owned by or shared with users below them in
Universal Containers was acquired by a larger company and they were told to pr
Who would most likely decides a Sales organization key performance indicator (
The benefits of Salesforce for Google Adwords are: (select 3)
Salesforce.com Content is now up and running for Universal Widgets. Adoption i
Universal Containers currently manages its sales lifecycle with opportunities i
Universal Containers has two different groups that use the Account record. The
Which three objects in are synched between Salesforce.com and Outlook?
A prospective customer completed a Web-to-lead form on your corporate Web site
Universal Containers would like to integrate Salesforce.com with their account
Universal Containers operates in a highly regulated industry and needs to ensur
You are 5 days after go-live of an SFA (sales force automation) implementation.
How many rows are displayed on the homepage?
Custom fields are permanently deleted after:
Formula to calculate ROI?
An organization wants to leverage the import wizards to import different types of data.W
Which of the following does Salesforce CRM provide for restricting login access
What needs to be specified to schedule a Report?
You must meet the following prerequisites before enabling territory managemen
You can use Sharing Rules to grant wider access to data. You cannot restrict ac
How many rows and columns can we export in a report?
There are teams for collaborative work to improve efficiency in Salesforce.com.
A Record Owner has the following privileges:
ns of formula fields:
Organization-Wide Default Sharing Rule for Calendar Access Default is as Follow
In order to Enable Territory Management you should have:
Workflow Tasks are NOT tracked in the Activity History

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70

What is Salesforce.com Partner Portal? Choose2 answers:


A Profile can have many users, but a user can have only one profile.
add a sales team ?
You CANNOT delete standard fields but you can remove non-required standard fi
Custom Picklist fields can be either controlling or dependent fields

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With analytic snapshots, you can map fields from a source report to the fields on
Customizable Forecasting must be enabled for use with Custom Fiscal years.
You can create the following Email Template Formats:Choose 4 answers
To rename a Standard Field, where do you make the changes?
Information you see in the data to which you have access. This includes
Analytic snapshots do not allow you to work with report data similarly to how yo
Who may be assigned a workflow task?Choose 4 answers
Universally required fields always display on edit pages regardless of field-level
en is data vallidation rules executed?
What determines a unique User Record?
It is possible for a User to own a record and not see it if they dont have the Re
Choose those applicable for roles
All the following are applicable for workflows except
Which of the following are workflow actions?
Dashboards can be defined as (choose the correct answers)
standard picklist be a dependent picklist?
What is Force.com Platform? Choose 3 answers:
Following are theCustom Business Objects EXCEPT:
What is the limit of custom objects for Enterprise and Professional edition?
Once a field is hidden from a profile by field level security he can see the field b
Records in the recycle bin do not count in the storage of your organization stora
Sharing rule open access whereas organization wide default restrict access:
When you change a users role, any relevant sharing rules are evaluated to add
What is the maximum number of master-detail relationships that can be created on a cust
When are Formula Fields recalculated?
deleted field count against the maximum number of custom fields allowed in yo
How many fields (columns) can be displayed on a Customizable Related List?
The automated caseuser will be listed on the case history for all actions that are system d
What do you need to specify when you schedule a report?
Where are active currencies located?
A check box can be a controlling field in a field dependency:

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rules open up access whereas organization wide default restricts access?


Select the options applicable to managed packages
objects include default business process?
All the following are Main Setup areas in Salesforce.com EXCEPT?
Cloning a dashboard quickly creates a new dashboard with the same properties
Time-Dependent Workflow Maximum Triggers AllowedPer Rule

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151

An organization has decided to manage hiring and positions. A custom object h


Users at any given role level can view, edit, and report on all data owned by or
Forecasting can be used with Custom Fiscal Years
What is the limit of active workflow rules for Enterprise and Professional edition
Which of the following is a standard Profile?
Can searches and filters be cancelled if they take a long time?
Default values are available for standard text fields
Which of the following best describes the Opportunity Stage History related list?
All of the following objects may have a queue EXCEPT
YOU are working with a Professional Edition organization. They wish to install the Expense
It is possible to share a custom object record manually
you can customize the Opportunity Stage History related list on an Opportunity Page Layout.
If a lead, with a single marketing campaign is converted, the campaign informat
When a manager overrides a subordinate's forecast,the subordinate can see the manager's override
Related Lists display the many side of a one-to-many relationship
Case Assignment Rules are based on elapsed time
Validation rules may evaluate an opportunity line item against the opportunity it's associated with
An S-Control may be all of the following EXCEPT:
Your customer is using Professional Edition. they want the ability to trigger an email every time an oppo
When you delete a parent record, you will also delete the child record if that child record has a lookup r
All fields on the Approval page layout are available to view on the Approval History related list
All of the following are true about Default Sales Teams EXCEPT:
Which one does NOT apply to Custom Formula Fields
Users can be deleted from salesforce.com
What are the opportunity defaults when converting a lead to an opportunity?
Folders are used to manage:
An S-Control may be used in all of the following ways EXCEPT
Which of these is NOT a Standard SalesForce.com Profile?
Will data be lost in a Custom Field if Data Type is changed to Number from any
other
Data
Type?
On Lead
Conversion
a Lead Object Custom field can not be mapped to Which
Object
custom
Dashboards
canfield?
be created by using Standard Reports as Source Reports?
Which tool should be used to Import more then 65000 records in
Salesforce.com?
Which of the following is NOT a Standard Salesforce.com Functionality?
Which of the following is Not a Mandatory Field while creating a User Record?
A user successfully logins at 3:00 PM, What happens at 3:31 PM, if the Login
hours
forthe
theImpact
userson
Profile
areofset
7:30 AM to
3:30Locale
PM? Changes?
What is
a User
thefrom
Organization
level
APIs are not available for use in which Salesforce.com edition?
Which Workflow evaluation Criteria cannot be used for Time Dependent
Workflows?
Which Feature is not available in Salesforce.com ?
For how many days deleted records are kept in the Recycle Bin?
Which of the following is the best way to make the Field Mandatory for
everyone?
Which of the following is not a Standard Salesforce.com Application?
Which of the field types cannot be used as an External Id?
Which of the following cannot be on the controlling side of the Dependent
Picklist?

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Do Validation rules get enforced on the Lead Conversion?


On Lead Conversion, the Close Date of the newly created opportunity is
automatically
set to? profile permissions will enables the User to edit any
Which
of the following
record,
of the
Sharing
Can
an regardless
administrator
change
the Model?
profile settings of the Standard Solution
Manager
profile?
Queues cannot be created on which Object in salesforce.com?
Which of the following is not a valid business process in Salesforce.com?
What is the significance of Primary Master Detail Relationship in a Junction
Object?
Can the User Records be permanently deleted from the Salesforce.com?
Which of the following objects cannot be imported via the Salesforce.com
Import
Wizard? record Ids are Identical in?
Salesforce.com
A custom field is made Read only from the Field level security and Required
from
layout.
The Field
be Up summary field operation?
WhichPage
of the
following
is notwill
a Roll
How many fields can be enabled for tracking on a custom Object?
Which of the following is not part of the Profile?

How many Custom Summary Formula Fields are allowed on a single Report?
Is it possible for a user to see different Set of data in Report and in a
Dashboard
based
on the
same
Which of the
following
is not
anReport?
available function in the Formula Fields?
Which of the following cannot be used as a source report for the Analytical
Snap
WhichShot?
Import functionality of salesforce.com should be used if one needs to
import
the 30000
Cases
in data
Salesforce.com?
All
dashboard
viewers
see
based on the security settings of the Running
Userregardless
of fields
their own
personal
security
settings?
How many custom
can be
created
on an object
in an unlimited Edition?
Which Type of Reports can't be used to create groups of data or charts?
How many Roll Up summary fields can be created in the enterprise Edition on a
Custom
Object?
A sales team
is a set of users that normally work together on _________ ?
Which feature in SFDC combines a list view and related records into one screen
with
different
frames
sodefaults
that users
all the
information
they need when
On which
OWD
sharing
thehave
Sharing
Rules
cant be defined?
What happens when a user owns an opportunity record but does not have the
Read
permission
on Opportunity
Object?
Conditional
highlighting
can not be
used for?
Which of the following Email Template cannot be used to send a mass email?
Which of the following object does not support the Business process?
In which of the following edition you can create a Managed Package?
Can a user restrict access with the help of the sharing rules?
Is it possible for users to override their own forecasts and forecasts for users
below them in the forecast hierarch?
With sharing rules one can make automatic exceptions to the organizationwide
default for that
defined
sets of
An opportunity
reaches
theusers.
threshold with 80% probability will trigger
additional
alerts
if the probability
subsequently
goes
higher to 85%.
Which of the
following
types of packages
can be
upgraded?
Which of the following feature allows you to send an email when an
opportunity
a threshold
value?
Conditional reaches
Highlighting
only applies
to the first summary field column in the
table?
Unmanaged packages do not include locked components but can be
upgraded?
Auto Response rules work on which objects?

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Escalation rules only run during the business hours with which they are
associated?
Customizable Forecasting is a prerequisite in order to enable territory
management?
Running User concept in Dashboard allows users to view Data which normally
theyacan
not
view?his or her own Default Sales Team?
Can
user
create
How many ranges can be defined in the case of a Conditional Highlighting?
When are the formula fields Re - Calculated?
How do you find out that the Approval Process is edited?
How many Solution records can be imported via Import Wizard?
) Formatting of report is maintained when it is exported via Printable View?
Which one is the following is a salesforce.com definition for a Lead?
If you delete an email from a case and then delete the case, you will not be
able
retrieve
email
from
the Recycle
Bin the requirement Find
Whattoshould
bethe
thedeleted
Advanced
filter
Conditions
to meet
contacts
owned
by
Poo
that
have
a
title
of
CFO,
functional
role of CFO, or
How many User records can be imported via Import Wizard?
Which of the following is true about Page layouts?
To email a report to other users, the report must be in a public folder with
access
granted
to the
Scheduled
reports
run other
in theusers?
time zone of the user who schedules the report.
All users who access to the same report at the same time will see the same
data.
Reports show only the information you can access where as Dashboards show
information
whichin
you
cannot
access.
If
a field is visible
theeven
search
layout
but hidden for certain users via the fieldlevel
security
settings
which
of the
following
statement is true?
If a Report
is run
whichthen
returns
20,000
records
then
On deleting a Tab from an Application ____
Which one is the following is a salesforce.com definition for an opportunity?
Which of the following make a User record Unique?
What does the dashboard snapshot on the Home Page display?
Though multiple campaigns can be influential, you can only designate one
campaign
as the during
primarylead
campaign
source on the opportunity?
Objects updated
conversion
Opportunities and campaigns are related by
Options available during customizing Tasks
Options available under Customizing User interface
Mobile lite
Chatter mobile
Workflow rules can be used for
Data access in dashboards are determined by
Content delivery feature
Files in chatter
To display the no. of open opportunities in each account
Significance of Dashboard user
Report type determines
A company outsources level 1 support to a partner. How do we identify the list of
What can be customized in partner portal without affecting internal Sales force
Automatic prevention of duplication is possible in
When you want to delete incorrectly imported records , choose 2
Marketing user has a list of leads to be imported. To avoid duplication he should
Available schedules for Product
Enhanced profile list view allows

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Choose 2 options on folders


What can a System admin assign to both Ideas and Answers
Marketing and Sales users at Universal Containers would like more visibility int
How can an Administrator customize campaign members?Choose 2 answers:
Which action can be performed on the Campaign Member object?Choose 3 answ
Which is a capability of a campaign ?Choose 2 answers
Is it true that campaigns and opportunities have many to many relationship?

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What can be reviewed using the process visualizer?


The automated case user will be listed on the case history for all actions that ar
Who may be assigned a workflow task? There are 4 correct answers
Which email address option is available to override the From Email Address in a
Workflow Tasks are NOT tracked in the Activity History and can be reported on
Time-Dependent Workflow Maximum Triggers Allowed Per Rule
A record is modified on 1/1/2008. It meets criteria for a time-based workflow ru
Workflow cannot be triggered upon import.
What statements is False for a workflow task
Which statement is TRUE regarding look up filters?Choose 2 answers
Account team is a set of users that normally work together on _________?
You can use conditional highlighting for summary and matrix report only
Which of the following is an automated process your organization can use to ap
On which of these areas Data Validation rules are enforced but no feedback is g
When a field is deleted from the pagelayout, does it is also deleted from the Obj
When you insert a record using the API, Do Validation rules are expected?
Which of the following are not controlled by the Page layouts?
Which of the following is NOT controlled by the Page Layout?
Which of the following can NOT be used to customize your Home Page
If Custom Fiscal Years are enabled then you cannot use Standard Forecasting?
It is possible for an Account to be part of multiple Territories?
Is it possible to have Sidebar search enabled with Global Search?
Is it possible to report on the converted Leads?
The opportunities fields of the campaign statistics section on a campaign detai
Case escalation rules triggered on the last modification will be reset each time
For custom object records to appear in search results associated tab only needs t
Will two different users get the same search results on searching for a common
Are Tags searchable from standard Search component?
Recent Items use the?
_________ are words or short phrases that users can associate with most Salesfo
What happens when a user clicks on the Create New Apps option present in the L
__________ are a collection of Force.com components and applications that are
You can set the Tab as a Landing Tab while creating the Tab for the Object?
Which is the new type of Dashboard Chart to make entry in Spring11 Release?
Which of the following is used for automatically opening records by an administ
In Spring11 salesforce.com release Dynamic Dashboards have been launched for
Which of the following events are allowed while writing a trigger on feeds item

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You can share the Dashboard components snapshot with everyone in the Compan
Inline Editing is available in visual force pages?
With Spring11 release now you can have Photos in Dashboard components?
Which of the following are new features on Chatter tab?
Which of the following is the new workflow feature of Spring11 Release?
Field Sets works on both Standard as well as Custom Objects?
Which combination of objects is available when creating a custom report type fo
Which of the following settings directly affects Date fields to display as MM/DD/
Where do you go to create a List View so that you can see it on the Console, un
Which of the following statements are true about Data Validation?
Which type(s) of file(s) is accessible through Content?
What is parallel approval Routing?
Chatter Desktop is not available in which Salesforce Edition?
The account owner, opportunity owners, and case owners may or may not be th
Which file types can you use when exporting reports?
A Standard profile that has Standard User Permissions and can manage published
Which of the following are setting options for the User Interface?
The Report Builder is different from the Report Wizard.
Salesforce.com archives older activities according to which of the following condi
IF(ISPICKVAL(picklist_field)) has the same output as:
At this click path Setup > App Setup > Customize > Tab Names and Labels > R
Is identity confirmation necessary if a user's IP address is known and browser co
What is the maximum number of records to be printed in the Printable View of a
Are custom object reports accessible when you add a custom object tab?
What is not found on a Company Profile?
Custom Report Types (CRT) allows you to build a framework from which users can
A Profile is a collection of settings and permissions that determine what the us
When are data Validation Rules enforced?
System Administrators have this permission by default.
The Salesforce Console is an example of what?
What is the click path to enable Enhance Profile Management?
Custom formula fields can reference other custom formula fields including thems
You must run the report before you can print or export it because the Printable V
Which Salesforce editions provide option for customizing profiles?
How many profiles can load in a single list view with Enhanced Profile Manage
Which is a capability of the new Service Cloud console?
User A modifies a record. This modification triggers a workflow rule for immediate
How does Locale settings affect your exported CSV file?
What are two sources from which cases can be created.
Which report format summarizes data in a grid against horizontal and vertical cr
Every profile, including profiles associated with Customer Portal users must have
Which statements are true about Cloud Scheduler?
Clients do not have to enable Customizable forecasting before they can ask sale
What happens when you convert a Lead and an existing account and contact hav

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You can not use the browser's print function to print reports.
This helps you manage the complete lifecycle of customer service,from logging c
What is the default report format for new reports created in report builder?
Which of the following is part of the Sales Cloud 2.
Which of the following are standard Salesforce applications?
What can an administrator customize for the Service Cloud console?
Which is a consideration when creating a drill-to-detail dashboard component?
Which can be accessed by a Chatter Free user?
This type of relationship links two objects together, but it has no effect on delet
When you delete a Contact, it's associated Campaign Member record is deleted a
Data Validation rules is not supported in which Salesforce edition?

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Identify the true statements about the workflow approval process?


Printable View does not Save all the report formatting.
Which data can be synched using the new Salesforce for Outlook?

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Time-dependent workflow will not work with which type of workflow evaluation cr
Up to 25 custom lookup fields can be defined per object.
Spring \'11 includes a managed version of Chatter Desktop for enterprise deploy
Record locking prevents users from editing a record only if they have certain field
Can a Standard User Profile import members into a campaign?
The record owner is a user or a queue that has control or rights to a particular d
Standard reports are visible through the Reports search.
A System Administrator can edit a profile to:
What is a Dashboard made of?
What is one advantage of Salesforce CRM?
Mail Merge is available in which Salesforce Editions?
If the System Administrator set a user to create only a certain record type, this u
What is the maximum number of values you can have in a picklist?
When converting a lead, what values are transferred to the opportunity?
Salesforce is which of the following
Which of the following relationships are correct?
A Workflow Approval process may be used for all of the following objects EXCEPT
Which of the following features is not available in Professional Edition?
The formula editor may be used all of the following places EXCEPT
If you are added to a Sales Team with read/write access you then have the abilit
A Workflow rule can only be triggered when a record is created.
Which of the following fields CAN NOT be a controlling field for Dependent Pickli
When you have exceeded your general storage limit, you can use your complime
To make a field required, which of the following is used) (Pick the best possible
What type of information can NOT be shown with an S-Control Dashboard comp

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A new list view can be created from within the console

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All of the following are default Account record types- with Client Management E
You must be a user of salesforce.com in order to Receive an email notification in
If a lead is converted without a value in the company field, what happens?
An Approval Process begins when a record is:
Time based workflow can be triggered every time a record is created Or edited
When you add a custom object tab, all of the following will be accessible with t
when you Delete a lead from a campaign, it deletes the lead record itself.
Which of the following SF applications enables organizations to speed and stream
All of the following objects may have a queue EXCEPT
You can use standard reports when creating Dashboards
Case escalation rules triggered on the last modification will be reset each time
who can select the "sharing" button on Account and Opportunity records?
Which of the following components is the central repository to manage all prese
YOU are working with a Professional Edition organization. They wish to install
what type of report cannot be used to run a dashboard report?
your organization is a US-based company with a default currency of US Dollars.
Custom Links can be used for the following:
It is possible to share a custom object record manually
you can customize the Opportunity Stage History related list on an Opportunity
Is possible to view a forecast based on all of the following EXCEPT:
Which of the following does a Profile control?
If a lead, with a single marketing campaign is converted, the campaign informat
When a manager overrides a subordinate's forecast,the subordinate can see the
Related Lists display the many side of a one-to-many relationship
Case Assignment Rules are based on elapsed time
Which of the following are true about Master/Detail relationship in custom objec
When test driving an application on the AppExchange Directory, it is not possible
Validation rules may evaluate an opportunity line item against the opportunity it
An S-Control may be all of the following EXCEPT:
If a profile does not have access to an application, that profile will also not have
Which type of field cannot have universal requiredness?
Custom Web Tab may consist of all the following EXCEPT:
Custom lead fields can be mapped to which sets of objects in salesforce.com?
You can map a custom lead field to only one of the following objects at a single
Once a field is hidden from a Profile using 'Field Level Security', a User associated
Is it possible to relate a person account to a contact on a business account.
Your customer is using Professional Edition. they want the ability to trigger an
How is the expected revenue calculated in the opportunity?
A custom lookup field can be added to create a relationship between a standard
Assume the Organization Wide default sharing is set to private for all objects a
Based solely on the role hierarchy a manager can do all of the following EXCEPT:
When you delete a parent record, you will also delete the child record if that chi
Which action must be taken to view contacts associated with a case in the cons
All fields on the Approval page layout are available to view on the Approval Histor
The formula editor may be used all of the following places EXCEPT:

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All of the following are types of AppExchange Applications EXCEPT:


All of the following are true about Default Sales Teams EXCEPT:
Which one does NOT apply to Custom Formula Fields:
Users can be deleted from salesforce.com
When configuring Customizable Forecasting, you can set which of the following F
Select the best component to use if you want to list the top five sales performe
Custom formula fields are recalculated:
What are the opportunity defaults when converting a lead to an opportunity?
What is the difference between the Marketing User Profile and the Marketing Use

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How many other fields may a custom lead field be mapped to when converting a
Folders are used to manage:
Is it possible for a Page layout to be associated with a Record Type.
Which of the following object relationships is NOT allowed?
All of the following actions may take place on a Workflow Rule EXCEPT:
All of the following may be used when updating a record using the AppExchang
Record Type may determine the default value of a picklist field.
With Client Management enabled, when a lead is converted without a value in t
The Campaign ROI Analysis Report uses which of the following calculations to
You can use standard reports when creating
The difference between an opportunity record type and a sales process is:
An S-Control may be used in all of the following ways EXCEPT:
Assets are related to which of the following sets of objects?
All of the following may be uploaded to the AppExchange Directory EXCEPT:
Which objects can be customized for history tracking?
Fields hidden using Field Level Security are subject to Data Validation Rules.
You have Read Only access to an account, can you add a task or event to the ac
Custom Formula fields do Not support which of the following functional expressi
A service portal user may close their cases using Suggested Solutions in the self
Default values are available for standard text fields
All of the following are true about Opportunity Pipeline and Forecast reporting E
Recent Item and Look up Hover Views use the
Name one place where inline Editing is not currently possible.(Choose 2 answers

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Searches and Filters that take a long time may be cancelled ?


What information does the Company Profile Hold?
What information may be updated on the Company Profile?
Standard Fiscal Years are periods that follow Gregorian calendar, but can start on
Custom Fiscal years are for companies that break down their fiscal years, quarte
For which objects you have business processes?
How many fields (columns) can be displayed on a Customizable Related List?
A check box can be a controlling field in a field dependency:
You can use a Custom Lookup field to create a relationship between an opportun
Universal Containers would like their sales reps to be able to send branded ema

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How does an agent submit an article for publishing? Choose 3 answers:


How can Chatter feed for content can be used?Choose 2 answers MMM
Which statement is TRUE regarding dependent lookups?Choose 2 answers:
Which is a capability of drag-and-drop dashboards?Choose 2 answers:
Which is a capability of the Cloud Scheduler?Choose 2 answers:
Which is a capability of Chatter?Choose 3 answers:

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What determines the suggested criteria for lookup filter?

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What can an agent do when resolving a case?Choose 2 answers


What type of field can a lookup filter be applied to?Choose 3 answers mmm
UI component for tag Access(Choose 2)
Which Step is not a part of creating custom application:
A role has many to many relationships with the user?
Which of the following are standard Salesforce objects? (Select all that apply)
Which of the following will not bypass Identity Confirmation? (select one)
Which of the following statements are true concerning email activation? (select
When transferring an account from one user to another, which of the following o
Using the following hierarchy, if a sharing rule exists granting Operations
Documents count toward Data Storage.
File attachments, document tabs, and sales force content count towards Data S
What would prevent a user from including fields when running a report?
The system administrator has created a new custom object and application. This
You can then associate each business process with one / more record types and m
In order to implement more business process multiple record types must also
Field-level security can be used to make a field required
You can customize to restrict users ability to log in to saleforce. mmm
Is it possible for a user to own a record and not see it
What is true about a Role
What is True about the Role Hierarchy
Which of the following components is displayed only if the record in the detail
If using Customizable forecasting there is a seperate forecast role hierarchy
What is Sharing Rule? mmm
What is not true about sharing Rules
A public group is a grouping of all Except
Which of the following components inherits the record type and profile association
What happens when an email is sent to a customer from a case?
What objects are cases related to?
Why would you use early triggers?
If Phil is promoted from a Sales Associate to Senior Sales Exec, and the new sales
Which statement is / are false for folders?
The size limit for documents uploaded is:
Author and the owner have same access to the document
You can update licenses on the Company Profile.
A company that uses custom fiscal year: A standard forecast option is unavailabl

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Activities are both Tasks and Calendars.


Field Level Security cannot be used to make a field required.
Which of the following is true that can cause data loss when an existing custom f
Which of the statements is/are true for data validation
Identify the statement that correctly defines data validation
What statements is False for a workflow task
Workflow Rules Consist of the following components
Which of the following statements is/are true for sharing rules? (Check all that a
Users with access to opportunities as sales team members cannot extend sharin
Which are Activity Attachment Enhancements in Spring 11?
The first approval step in a process specifies the action to take if a record does
Account Teams might be utilized for what?
You can only use standard fields when generating email and mail merge documen
Which of the following chart types does not support Combination Chart?
Custom Summary Formulas can run calculations on report calculations.
Which is true about a Chatter Plus user?

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Which types of files can be accessed from the Files tab?


Which function is available in the report builder interface, prior to running the r
A controlling picklist can have up to how many values?
What does a profile control?
What are the three core building blocks of Security and Access in Salesforce?
Record type picklist filtering applies to dependent picklists.
Which objects can be stored in a folder?
Which Salesforce editions support Sandbox? mmm
What happens when you delete an object that is related to a junction object by a
Which of the following Collaboration Cloud Enhancements Features are automatical
Opportunity products can be linked in a Lookup Relationship :
Which of the following statements about a user record are true?
A user who has access to formula field can reference fields to which he or she do
Which of the following needs to be specified in order to schedule a report?
What is the maximum of actions per time trigger you can have in a Workflow Rul
What is conditional highlighting for reports
The running user doesn't override the sharing role while allowing users to see hi
Which statements are true for the integrated campaign builder. mmm
Which statements are true about standard fields?
Standard Fiscal Years are for companies that break down their fiscal years,quarte
What statement is true regarding a custom field formula
A Standard Fiscal Year can start on May 1st.

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Active Currencies live in Company Profile, user record (Personal Setup) and in O
Users can be restricted to view a particular field in views, searches and reports b
What are different Types of Sharing Rules? (Check all that apply)
Adding a user to the sales team group will give access to opportunity records th
Can a delegated approver revoke a previously approved process?

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Multiple Approvers have received your request for approving a discount that was
Data Validation rules are also enforced using the API and Import Wizards.
It is advisable not to overwrite user records with new user data because it woul
Where does the click path Your Name --> Set up -> Security controls -> Sharing
Which of the following cannot be done by a user to records owned by others when
Final reject actions can include actions such as email alerts
When is a workflow rule triggered?
What are the two main parts of WF?
When are WF rules evaluated?
From the below identify the WF action?
Org wide default is set to private. Kathy is assigned US Sales Director role wit
How would you allow colloborative access to accounts ,contacts,contracts, oppur
The org wide default is set to private. Phil smith the owner of ABC account is a
With Spring 11 release, you can now sort line items in the Quote Line Items relat
Record Types are not available in Select the right choice mmm
How can users obtain a security token?
AW computing has a discount workflow that requires approval from the Sales dir
Which of the following components lets customers find solutions to their cases
A security token is required for API access when connecting from an IP address
Will users have to use their security token when logging into connect for outlook
Which of the following statements are true about trusted ranges? mmm
Which of the following statements is true about computer activation?
An admin changed the org default language from English to spanish. What must
Identify the correct statement from the given list.
How can you ensure that a value is entered in a field? mmm
You can edit their user profiles and define Trusted IP ranges so that users dont
Tab settings allow System Admin to customize which tabs are visible to users
Can you make a standard field unique?
Standard picklists can be the controlling field but not the dependent in a field
Which step is required when configuring the new Salesforce for outlook?
What can users do when Chatter feed tracking is enable for dashboards?
How can you export accounts and contacts in a Contact Manager edition of Sale
Where does Chatter Feed display?
Which are true about Email to Salesforce Enhancements after Spring 11 release?
Which of the following are enhancements included in the Spring 11 release?
What is the maximum number of actions you can have per Workflow Rule?
You can create a Lookup Relationship to link an object with itself.
A sales manager would like to view a dashboard from the perspective of differe

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After Spring &39;11 upgrade the System Administrator noticed that he can no lon
How many Custom Summary Formulas can you have per report?
Mass Mail Contacts option doesn't appear under the Tools section in the Contact
Even a user with "View all data" (VAD) permission can not view hidden folders as
The maximum number of values in contolling picklists is the same as in dependen

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What is the maximum number of records that return in a report without exporting
Name the benefits of the cloud computing model
With Spring '11, a new version of Chatter Desktop is available with performan
Custom Summary Formulas can run calculations on custom formula fields.
Which are true about Trialforce Email Branding?
Enterprise, Developer and Unlimited System Administrators can create an unlimi
When you define a Data Validation Rule, what else must you also define?
You can set a default value for a custom field.
Select the order in which the Workflow actions fire in Salesforce.
Which of the following is an example of One-to-Many Relationships between Sta
A record owner has the privileges to: View and edit records, transfer or change
Identify the maximum number of leads / contacts that you can add from a report
When a lead is converted it becomes an Account,Contact and Oppurtunity (unles
When you click Printable view , the report will display in a print ready format in
All personalization made to the Reports tab (expanding and collapsing of folders)
Can an end user import Members into a Campaign?
Only users with "Create and Customize" permission can access the Report?
Data Validation Rules are executed for a field (vs. as record).
Customer Portal users can view the tags section of a page, if it is included in a p
The number of formulas in a Custom summary formula is limited to
You can create Custom Summary Formulas based on Custom Formula Fields.
Which report format provides a tabular listing of data with sorting and subtotalli
List view can (Choose all that apply)
You cannot delete a standard report.
The User Interface Settings can be adjusted for individual users.
Can standard fields be removed from the Page Layout? mmm
True or False: A checkbox can be a controlling field in a field dependency?
A company has a custom field "Hours Worked" and the sys admin is tasked to creat
The number of calculated values per report.
When you delete a product, the opportunity associated with that product will be
The number of business hours that can be set for the organization to operate:
As a system administrator you can create page layout in the console and assign it
What is a roll-up summary field?
True or False, Final reject actions in a workflow approval process can include acti
Inline Editing updates the field when
True or False. Record locking in a workflow approval process prevents users from e
True or False. Data Validation Rules are forumulas that evaluate, "True".
According to Sales Force, console is not for occasional users of SalesForce. The
Do opportunities or cases have import wizards?
Can the DataLoader access all objects?
Is the DataLoader Cloud based?
True or False. To log into the Data Loader, the IP address must be a trusted IP
True or False. Standard Reports May be used as a starting point for Custom Repo
True or False. Standard Reports can be deleted?
True or False. Custom Summary Formulas are based on hard record values but us

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True or False: The running user of a dashboard overrides the sharing model to
True or False; There are many dashboard components from SF Labs including the
Each workflow rule applies to a single object, such as leads, accounts, or opportu
Workflow rules can't be triggered by campaign statistic fields, including individu
Workflow rules can be triggered any time a record is saved or created, depending
Workflow rules are triggered when a standard object in a master-detail relationshi
Workflow rules on custom objects are automatically deleted if the custom object
You can't package workflow rules with time triggers.
It is only necessary for Identity Confirmation if IP address is unknown and brows
Users can search for Public Tags from the Sidebar and Advanced Search
Personal Tags can not be shared
When you configure Search Settings for Your Organization, the new value must

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Custom Fiscal Year works on a define once and use everywhere Rule Select
If a Standard Object is Renamed, the Reports are Renamed based on the new lab
You can map a custom lead field to a Case
Picklist dependency rules are not enforced during Import
The Account Access, Contact Access and Opportunity Access options depend on
The Documents tab does NOT contain version control capabilities
During a lead import, you can choose to enable active assignment rules as part
You can map a single column from the CSV file to multiple fields in Salesforce SF
You can only import only one language at a time per CSV file
You can create parent/child relationships directly from the CSV import file
You cannot delete a product that is used on an opportunity
You can delete the Standard Price Book or a price book that is on an opportunity
Account Teams are not available for Professional Edition
Workflow rules trigger automatically and are visible to the user.
You can create email alerts for workflow rules on activities.
Saving or creating records can trigger one rule.
Changes you make to records while using Connect Offline are lost.

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Workflow rules never trigger on converted leads


You can enable Chatter in your organization without updating to the new look an
Chatter is not available for Mobile Users?
In List View Enhancements, users can export list results to CSV file
Export to Excel is available for Printable Lists mmm
Customizable Forecasting cannot be enabled for use with Custom Fiscal Years
A custom multi-select picklist can be the controlling field for a dependent field
When a field is deleted it sits in the recycling bin for 30 days
You can only use standard fields when generating email and mail merge document
You can create a custom report on solution categories and solution categories are
Your System Administrator must reset your password for you if you lose it.
Roll-up summary fields are not visible to users if they reference fields the user c
When creating a custom list view you can display fields that are not on your page

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Formula and roll-up summary fields are included in backup exports


Regardless of what language is selected on the user record, all online help is di
You can map custom lead fields to standard fields on the Account, Contact, and
You cannot change the name of the default Person Account record type, and you
Lookup relationship fields are available in Personal Edition
Roles are available in Personal and Group edition
If you relabel a Standard Object the standard list views on every Salesforce tab
When transferring leads to a queue open activities are also transferred.
Formula cannot reference any field that is restricted by Field level security
Joe is attempting to import an invalid value into a picklist field. The import wiz
Existing records that meet the Workflow Rule criteria trigger the Rule.
You cannot mass remove records from an approval process; removal of records
Formula fields can be converted from or to other field types.
You have to enable the Report Builder Upgrade first to use Master Charts.
Advanced filter conditions can be applied to a roll-up summary field
Roll-up Summary fields and formula fields are always read only on detail pages a
Sales User is a standard profile.
A solution can only belong to one category.
I can access a "list view" of records by clicking on the leads, opportunities, or ac
A default person account record type named Person Account is automatically c
The relationship group wizard lets you create and edit relationship groups regardle
For each profile, you can set the hours when users can log in and the IP address
If single sign-on is enabled for your organization, API and desktop client users can
Roll-up summary and formula fields are always read-only on detail pages.
If you delete a report and change your mind, you can retrieve it from the recycle
If you change the data type from a Checkbox to a Picklist, it can cause data loss
You delete the Custom Field Region. All data related to Region will also be delete
If you give a user the Weekly Data Export permission, which is needed to export
#Error! displays on report cells if your custom summary formula output is over 1
To minimize the number of sharing rules, use "Roles and Subordinates" over "Ro
You have to enable the Report Builder Upgrade first to use Scatter Charts.
Joe imports records for Sara, a non-active user. Sara's records will be assigned to
Can you include attachments in the Data Export.
Partner portal and customer portal users aren't required to activate computers to
If the primary object on a custom report is a custom object, and the custom obje
When setting up an user, the first name of the user is not required.
Records in the recycle bin do NOT count against your organization's storage limi
Salesforce Console only displays views that were previously created.
The Console's center frame is the detail page view of any record selected from a
The mini view does not display if the record in the detail view does not have rec
Recent item and Lookup Hovers use the Record Mini Page.
Deleting a lead from a campaign does not delete the lead itself, but it is no l
If your organization uses territory management, the new account is evaluated b
If the lead has a record type, the default record type of the new owner is assign
The system automatically maps standard lead fields to standard account, contact

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Can you uninstall an AppExchange application once it has been deployed.


All existing custom objects that were previously deployed will still be deploye
Custom Objects are reportable.
Once you define a custom fiscal year structure, your company can not return to t
If you defined a custom fiscal year structure, your company can not revert to the
You can rename standard Tabs and Objects. 9962077244
When a record is deleted it sits in the recycling bin for 30 days
I can email opportunities, accounts, leads, or contacts directly from SFDC, and a
I can merge 3 records at a time in SFDC to clean up dupe.
Task Records are "to-do" lists, are date sensitive, and must be completed before
SFDC allows me to add a reporting hierarchy (or organization chart) to my contac
When I convert a lead to an Opportunity, I must give the opportunity a unique na
Accounts can be created by converting a lead to an opportunity, or by manual en
Records & Record Detail Pages: I can edit data for multiple records at once by sele
Records & Record Detail Pages: SFDC lets me print list views for Accounts, Camp
Adding Records: I must always search for a company or contact record BEFORE ad
Editing Records: If I see a magnifying glass icon next to any field in SFDC, this m
You can use cloud scheduler to send meeting invites to contacts or leads or perso
Which object cannot use sharing rules to manage access?
What is the process to create a custom app?
Which is true about Storage Limits?
Which permission allows a user to create a new solution? mmm
If you delete a case, which two also get deleted?
When a user refreshes a dashboard, who does the dashboard get refreshed for?
Report charting is only available for:
Which information not captured on user record in Salesforce?
Create ads that display on search engines is possible in Salesforce using
How many Editions are there in Salesforce.com
Which of them is not a Standard Business Object
A Salesforce.com instance has Multiple Currencies as Activated. What is the max
A Lookup Field Relationship Select the correct choice
What is the limit on the compiled size of the Formula Field Select the correct ch
What is Not True About Formulas Select the correct choice
Select which is Not Applicable. What does a Page Layout control Select the choi
On the page layout, some standard fields have properties which cannot be chang
Page layouts are assigned to users based on Select the correct choice
History Tracking can be performed on the following Standard Objects Except Sele
What is a Record Type? Select the right choice
An account team can be added by all Except
The Create New Folder link will only be visible to users with which permission
The size limit for documents uploaded is:
You can set up Salesforce to automatically send email alerts, assign tasks, or u
Workflow Field Updates specify the field you want updated and the new value for
Which of the following is true about salesforce?
Identify the dashboard components from the list

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A Workflow Alert can be tracked in Activity History


All of the following are true about Validation Rules EXCEPT:
Standard users can import a maximum of how many account records in a sessio
How many records of a custom object can a System Admin import using the Sale
You are limited to ________ new picklist or multi-select picklist values for any fie
As an Admin you can schedule regular data imports using the Data Loader
Your recycle bin record limit is ___ times the Megabytes (MBs) in your general s
What are true for the data loader?
The user default login hours are 8:00 AM - 5:00 PM. The user logs in at 4:30 PM
When is a custom object created?
The organization wants users to view the details of the calendar of the accounts
A particular role needs edit on contacts, view, edit and delete on contracts an
A particular team needs to track individuals working on cases and the individual
An administrator has given access to all users to view the public folders in solu
org wants to create a follow up task based on a field change. Which is the best w
Which is not true about enhanced list views? (choose 2)
The administrator wants to create 3 custom fields: an auto-number, a text field an
If the data validation at web-to-lead form fails, who will get error report?
Which salesforce.com feature allows the org to capture ROI on online advertisin
Dated exchange rates can be set in the time range of
Which of the following can be done on the Activity Settings page at Your Name | S
A manager wants to pend all task assigned to his team so that the due date wil
How many objects may be imported or updated using the Data Loader?
Which of the following is inline editing not supported?
What would you change if all of your online help was displayed in English and
What steps are part of the process to enable Multi-Currency in an organization?
To track revenue gain or loss based on currency fluctuations, you must impleme
When importing Lead records you must use _______ Currency
When controlling and dependent fields are available in Connect Offline...
What type of relationship should be built for a one-to-one? mmm
When creating a Many-to-Many relationship you will need to use a
A Look-up field can look up to what?
Which administrative permissions are necessary in order to edit profiles?
Report are available on the following tabs
Which of the following records can not be mass transferred?
Through the Web-to-Case function, how is that case associated with a contact?
Who can submit an idea to Salesforce.com IdeaExchange?
Which statements are true about business processes?
What happens when you delete a custom field?
Which of the following can NOT be edited on the Page Layout Editor?
Why would you create different Record Types?
Which of the following are formats that you can use for creating a custom report

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Which type of field could you use to create a relationship between a custom obj
Which of the following was NOT a new feature in Summer 09?

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Data storage include the following: (check all that apply)


Select all that are custom field types. (check all that apply)
What objects may be imported or updated using the Import Wizard? (check all th
Queues can be setup for which objects? (check all that apply)
When you delete a case:
The standard object permissions are: (check all that apply)
Which is true about Salesforce Knowledge Sidebar for the Service Cloud Console
A System Administrator followed the click path: Your Name ? Setup ? Customize
Which Sales Cloud Enhancements in Spring 11 are Automatically visible to all Ad
What is the new Chart type available after Spring 11?
What is the limit of Look-up Relationships per object?
What is the limit of Master-Detail Relationships per object?
Which Service Cloud and Service Cloud Console Enhancements in Spring 11 are Au
Which of the following statements are true about Import wizard?
When users log in to Salesforce, either via the user interface, the API, or a desk
You cannot delete all the record types for an object if the object is referenced in
Which of the following are true about mapping fields for lead conversion (Multipl
You convert a lead that is linked to multiple campaigns what is inserted into th
If your org is configured for data export, you can schedule automatic backup file
Which of the following statements is true about transferring leads?
Email templates used in all of the following features must be public and active
What is the purpose API Token field on the User object?
What is the maximum length of a Text Area?
The Marketing User checkbox on a user record allows users to do which of the fol
Identify the statements that define Apex data loader?
Which of the following statements is true about person accounts in backup expor
If you schedule a dashboard refresh on the 31st day of every month, will the da
Which of these is NOT true of list views in SFDC:
The Open Calendar link below any list view can be clicked to display a view of m
Records & Record Detail Pages: What is NOT true of hover links in SFDC?
Adding Records: If I add a duplicate record because I havent searched before ad
Adding & Searching for Records: Which search option allows me to search across
Editing Records: Which of these is NOT true? I can edit fields by:
Editing Records: Required fields are marked by which color?
Personalizing SFDC: If I want to update my personal info, email settings, etc. I ha
Here are the salesforce.com definitions of a Lead, Account, Contact, & Opportunit
When I qualify a lead, the lead then automatically becomes (select all that apply
You are about to enter a new lead from a cold call into SFDC. What do you do firs
Which will appear on your pipeline report?
Which definition best describes accounts and their relationships with other re
Select the option that is NOT true of the stay in touch feature in SFDC:
Select the option that is NOT true of opportunities:
Which option is NOT true of events?
Which one of these is NOT a recorded activity in SFDC?

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Which of these is NOT true: it is possible to import my existing contacts from Ou


Which of the following is true if you remove the "Read" permission from a users p
Which of the following are true about the Default Division field on the User objec
Conditional formatting is available for:
What can stop a scheduled report-dashboard run?
Specifying a "running user" in dashboard means
What is true about look up relationships?
Which of these are inherited from objects on homepage in a console layout?
If a field on page layout is required and is read-only on FLS, what would the use
Which statement is true about custom summary formula:
How do you specify the following in a formula field : the year of the custom date
A person account is different from business account because: (any 2)
If territory management is enabled for your organization and a lead is converte
What can a user do an account record that has been manually shared read/write
When a case is deleted, following are deleted except:
What is true about Managed Packages?
Sharing rules can be formed on the following except:
Which one of these may be a controlling field and a dependant field?
What data can you request for in the weekly data export?
The administrator changes the organization time zone from "pacific daylight" to
Difference between workflow rule and workflow approval process is
With the "manage campaign" button on campaign selected, what all can you do w
A custom lead field can be mapped to
What is the role of "Primary Object" when creating custom report types?
What is the use of campaign influence feature on opportunities?
A lead has been converted. Where can we find the campaigns associated with it?

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The company wants all opportunities associated with an account to be added in a


A sales user wants to have edit access to opportunity but should not be able to i
The administrator wants to track data over a period of time. Which graph would
Which graphs rely on grand total for dashboards?
Which of these has many-to-many relationship?
users with which Permission can install or uninstall AppExchange packages fr
What is true about a Web-to-Lead?
What is true about Lead Assignment Rule?
Select all which are true about Contacts Objects
Who can view a Campaign in Salesforce.com
Who can view campaigns?
You need which permission to specify a running user other than yourself.
What is true regarding a Running User
While Scheduling an email reports user specifies all except
Custom Summary Formulas are
Record types are used to implement custom business processes by associating t
How many lead assignment rules can be active at one time?

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Which of the statements are true for Cases


A virtual storage that can be used to group on criteria such as skill requirements
How many External ID fields can you have per object?
When creating a custom report type Making the status In Development hides t
Select the user permissions which override field-level security (Select all that ap
Which of following is granted by the Manage Territories Permission (Select all tha
You can enable field encryption by:
What is the maximum length of the alias field?
When creating a recurring event what are the maximum occurrences by interval
Which of the following special picklist fields are not available for record types
Can I change the location of Chatter feeds? How?
You have a custom object called "Widgits" which has a Master-Detail Relationsh
What are the Start of Day and End of Day fields used for on the User Object?
How long does a backup data export remain on Salesforce CRM before it is autom
Which field on the user record controls the currency for quotas, forecasts, and re
When do scheduled dashboard refreshes occur?
When you transfer an Account which of the following objects are automatically t
You have created a custom field of the type "Number" on the Account object calle
When creating a custom report type all objects display in the Primary Object drop
Which of the following are possible with a Master-Detail-Relationship (Multiple C
What other permissions does the "Manage Analytic Snapshots" permission require
Which of the following are options when transferring accounts (Multiple correct
Which of the following statements is true about Dashboard Refreshes?
You can create which of the following types of email templates (Multiple correct
What is the maximum length of any auto-number field?
If your org is configured for data export, you can generate backup files manuall
What is the max length of the field type "Text" ?
What is the maximum length of the field type "Text Encrypted"?
Which of the following utilize the "Automated Case User" (Select all that apply):
If a users profile contains log in hour restrictions which of the following time
Which of the following are true about the field type "Text Area(Long)" ?
If your organization has territory management, account and opportunity list views
Which of the following are true about Web-to-Lead
Which of following is granted by the Manage Cases Permission (Select all that ap
What is affected by changing the default locale setting for an organization?
Which currency is used as the basis for all currency conversion rates when the m
Which of the following is the users default currency for quotas, forecasts, and r
A US sales rep is reporting that new opportunities she creates do not default to
Which action can a user with the standard system administrator profile take? C
Which task can a delegated administrator perform? Choose 3
What field in the user record must be unique across all Salesforce users and mus
What Salesforce standard profile allows a user to view, edit, and delete records
What Salesforce standard profile allows a user Standard User Permissions + ca
What Salesforce standard profile allows a user Standard User Permission + can i
What Salesforce standard profile allows a user Standard User Permission + can e

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What Salesforce standard profile allows a user to only only view records?
Identify the statements that are true about deactivation of a user? Choose 3
What path would the user click to grant login access to the administrator?
The new user business process at AW Computing specifies that the CEO, vice pres
A user receives an error message when attempting to login to Salesforce. What is
Which setting can a system administrator control in the Salesforce user interfac
Which of the following tasks does inline editing support? Choose 2
Which functionality is available when enhanced lists are enabled? Choose 2
Which of the following hovers use the mini-page layouts? Choose 2
Which settings cannot be modified for individual users? Choose 2
Which component can be included in a custom home page layout? Choose 3
Which option is available to a system administrator when managing passwords f
Which feature restricts a users ability to log in to Salesforce? Choose 2
What does Salesforce authenticate before allowing a user to log in through the
Which of the following statements are true about trusted IP ranges? Choose 2
Which of the following statements is true about computer activation?
A user profile has login hour restrictions set to Monday through Friday, 8 am to
Which statement about public groups is true? Choose 2
Criteria-based sharing rules can be created for which objects? Choose 3
Universal Containers needs to allow a group of users to view account records t
Universal Containers set the Organization-Wide Defaults for accounts to public
Universal Finance has segmented its customer base into two categories: High We
How would you allow collaborative access to the accounts, contracts, contracts
What determines whether a user can create a new record using a specific record
How can a system administrator restrict users from viewing certain fields in list
Sales Managers need to view and report on sales revenue across an entire compa
What is the purpose of a profile? Choose 2
Which profile component would you use to make a field required?
What profile permission allows the user to create, edit, and delete all organizati
Universal Containers has set the organization wide default sharing for accounts
Which checkbox would you clear to prevent Support Users from seeing the Discou
Universal Containers pushes an account number from an external accounting sys
A system administrator created a custom object for a recruiting application to tr
What is true about standard fields? Choose 3
Which customization option is available for standard fields? Choose 3
Identify the correct statement from the given list.
Which of the following statements are true about Master/Detail relationship in
What happens when you delete an object that is related to a junction object by a
What is used to create a relationship between an Opportunity object and a Cam
Which field type can be used as an external ID? Choose 3
Sales representatives at Universal Containers need to view the number of open
What does the controlling field determine when field dependencies are being cr
Which is available when creating list views? Choose 2
A system administrator at Universal Containers created a custom object to capt
How can you ensure that a value is entered in a field?

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Which statement about record types is true? Choose 2


Which statement is true about business process? Choose 2
Universal Containers has multiple support teams. One team handles technical su
Regional sales users at Universal Containers sell to both business and consumer
How can a System Administrator meet these requirements?
Universal Technology sells software and consulting services. The software sales
What automatically occurs when a custom field is deleted? Choose 2
What should a system administrator consider when deleting a custom field? Cho
Which statement about formula fields is true? Choose 2
Universal Containers is capturing a percentage discount directly on an opportu
Universal Containers populates the Industry field on each account record. The v
A sales user at Universal Containers has updated the opportunity stage for an o
Sales management at Universal Containers is requesting better visibility into spe
When working on opportunities, sales representatives at Universal Containers n
Universal Containers has set the organization-wide default settings for accoun
Which schedule type can be defined for a product? Choose 2
When a lead is converted and an opportunity record is created, which other obje
When you convert a lead, it is converted to an account, a contact, and an ______
Which permission is required to convert a lead? Choose 2
A system administrator has created a formula field on a lead object to calcula
The marketing team at Universal Containers uses a web-to-lead form to capture l
The marketing team at Universal Containers is responsible for creating new leads
Identify the maximum number of leads or contracts that you can add from a repo
What can a marketing user do using the Manage Members button on a campaign
A user responsible for managing and creating campaigns is unable to create a n
A marketing manager needs to view summary metrics across a set of related ca
What objects are cases related to? Choose 2
Universal Containers outsources its first tier of customer support to a partner. W
Who can cases be assigned to when case assignment rules are being set up? Ch
Which user is listed in the case history related list for case changes made from
Which tool is used to identify the case that has matured?
Why should you use early triggers?
Which functionality is available when solution categories are enabled? Choose 2
Where can multi-language solution search feature be enabled? Choose 2
Which tab can be included in a customer portal? Choose 2
What can a system administrator customize for a partner portal without affecting
What can an administrator assign to both Ideas and Answers?
Which step is required to enable and create an Answers community? Choose 3
Which statement about master and child ideas is accurate? Choose 3
The best way to monitor new postings is to regularly review which tabs?
Where can Salesforce Knowledge be accessed? Choose 2
What is a capability of Salesforce Knowledge? Choose 2
Which functionality is available when customizing tasks? Choose 2
Universal Containers has certain customers that must be placed on the Do Not C
Where posts of everyone you are following are displayed and everyone can see

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Where only posts directed to you are displayed and everyone can see what you
Where only users with access rights can view or post here?
Where only group members can view or post here?
Who has the permission to edit a Chatter profile?
Which of the following are good Chatter Etiquettes? Choose 2
How can a system administrator add users to a Salesforce organization using Ch
Which is a capability of Chatter files? Choose 2
In Salesforce, what does Data Storage include?
What is the method to provide access to documents within Salesforce without qu
What can be transferred from one user to another user during a mass transfer o
For how many days with the Recycle Bin hold deleted data?
A marketing user has received a file of leads to import into Salesforce. What is
Which of the following statements are true about importing data using the Impo
What are the limits for the Account + Contacts import wizard per session?
If you need to insert, delete, or extract data, what is the best tool to use?
Identify the statements that define the data loader. Choose 2
A system administrator at Universal Containers incorrectly imported a set of r
How can lookup fields help keep your data clean?
Which statements are true regarding universally required fields? Choose 2
Which automation tool will prevent a record from being created in Salesforce if
What are data validation rules executed on?
Identify the statement that correctly defines Data Validation.
A system administrator at Universal Containers needs to prevent sales represent
On which of these areas, Data Validation rules are enforced but no feedback is g
Which functionality is available when using the data export service? Choose 2
How often can Export requests be made using the Data Export tool?
Universal Containers requires that its Salesforce account data, including attac
What is a capability of the content delivery feature of Salesforce Content? Choo
Which statement about report folders is true? Choose 2
How can a system administrator grant users access to dashboards? Choose 2
What should be used to control a users ability to view a dashboard? Choose 2
Which characteristics apply to standard reports? Choose 2
Which report summarizes data in a grid against horizontal and vertical criteria,
Which report show lists of records sorted into groups with subtotals?
Which of the following reports provides a simple listing of your data without sub
Sales executives at Universal Containers need to view a chart that displays opp
Which chart type is used when grouping by a date field, to display changes over
Which chart type is used to show grand total and compare each groups share of
Which chart type is used to show the proportions among multiple groupings in an
Which chart type is used to plot two summary fields against each other to visual
If you select the Chart component, you can choose between which of the follow
What can appear in a summary row on a report? Choose 4
Which statement is not true for custom summary formulas?
What cannot be highlighted on a report using conditional highlighting?
Which data can be highlighted in a report using conditional highlighting? Choos

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Where can conditional highlighting be used? Choose 2


Which tasks can an administrator perform? Choose 3
Universal Containers set the organization-wide default setting for opportunities t
Universal Containers requires that the organization-wide default for opportunitie
What must a system administrator consider when setting up the running user f
What will occur when a system administrator creates a dynamic dashboard?
Which type of report can be used to create dashboards?
Which dashboard component displays data from the summary rows of the source
Which dashboard component displays a single grand total from the bottom of a
Which dashboard component displays data where grand total lies within a speci
Which dashboard component displays data from the summary rows of the source
When a user drills down a dashboard component to the source report, they notice
What does the report type determine when a new report is created? Choose 3
What is a valid relationship type between objects A and B when defining a cust
When are workflow rules evaluated?
When are workflow rules evaluated based on the order of execution? Choose 2

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1100
1101
1102
1103
1104
1105
1106
1107
1108
1109
1110

What are the two main parts of workflow?


From the given list, identify a workflow action.
Which of the following functions can workflows be used for? Choose 2
Sales representatives at Universal Containers should be notified any time supp
Sales management at Universal Containers needs to prevent sales users from e
What is required to make a user an approver in the approval process?
Identify the true statements about workflow approval process. Choose 3
AW Computing has a discount workflow that requires approval from the Sales Dir
Which statement about Mobile Lite is true? Choose 2
What should a system administrator consider when setting up Mobile Lite? Choo
Which step must a system administrator take before users can use the Salesforc
When are validation rules applied when using Salesforce for Outlook?
When should a system administrator consider using the Salesforce AppExchang
Which permission is required to install and uninstall packages from Salesforce
When installing an App from the AppExchange, which of the following steps do
What is a capability of Forecasts? Choose 2 answers
When a user posts to a public Chatter group of which they are not a member, w
When a user selects an email in Outlook, what options are available in the Sale
With Chatter Tasks enabled, what happens when a user creates a task on a reco
What is a consideration when setting up the beta version of the State and Count
Which ones are true about Lead Assignment Rules?Choose 2 answers.
What will prevent a System Administrator from deleting a custom object?
What are required when creating a new Custom Object Tab? Choose 2 answers.
Which ones are true about the HTML Email Tracking feature in Salesforce CRM?
A System Administrator is at the New User page. He is trying to assign this woul
In which of the following scenario will you create a Data Validation Rule? Choos

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1150

Which are Limitations to Time Triggers in Workflow Rules? Choose 2 answers.


Choose the correct Statements about Campaign Hierarchies. Choose 2 answers.
What is a Profile in Salesforce CRM?
Bruno set up web-to-lead. He created a custom form which worked well upon test
What happens when you delete a custom object?
How do you describe the capabilities of a Role?
Pick the correct statements about Formula Fields below. Choose 2 answers.
What are the steps to set up the Console Tab? Choose 4 answers.
What are the elements of the Sharing Model? Choose 3 answers.
Process Visualizer can be used to do which of following? Choose 3 answers.
Choose the statements that provide correct information about Custom Lookup Re
What happens when you create a new Workflow Rule?
When do you use a Dashboard? Choose 2 answers.
What can be set when creating a custom app? Choose 2 answers.
What is true about the New Report builder? Choose 2 answers.
Access to data at the Record Level can be controlled by which of the following?
Which is not a Default Label of a Standard Field?
How do you create a Multi-Day Event?
Where do you use Folders in Salesforce CRM? Choose 2 answers.
Pick the incorrect statement about Report Types in Salesforce CRM.
What settings are found in the Chart Editor? Choose 2 answers.
Margie has a Marketing User profile but she is unable to create new Campaign
A particular user wants to see his User Menu as individual links instead of bein
Which changes in Data Type of an existing custom field can cause data loss? Ch
What is true about Lead Assignment? Choose 2 answers.
If the Confine Opportunity Assignment checkbox is selected for a territory, the
Which formula would you use in a validation rule to ensure that a custom date fi
What can you do in the AppExchange? Choose 4 answers.
What can Roll-up Summary Field do? Choose 2 answers.
In Which Custom Tab can you set whether or not the sidebar will display?
Which ones are not true with Sharing Rules? Choose 2 answers.
Which of the following are true about Organization Business Hours? Choose 2 a
When Assignment Rules fail to locate an owner, who will be assigned ownership
A feature in Salesforce CRM that specifies the steps necessary for a record to
Which are Custom Profiles? Choose 2 answers.
What will happen when you Mass Delete Contacts? Choose 3 answers.
The salesforce.com import wizard will de-duplicate records based on the spelling
What information is always found on a User Record?
Which of the following can be controlled by Profile Settings? Choose 2 answers.
What are sources from which cases can be created? Choose 2 answers.

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1153
1154

What is not true about Folders in Salesforce CRM?


A System Administrator will have to create a Report Type in which of the followi
Which validation formula ensures that users do not change the Close Date of an
Which are true about standard and custom reports in Salesforce CRM? Choose 2

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1168
1169
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1172
1173

Which is not a step to Create Workflow Rules?


Which of the following check boxes in the User record requires a correspondin
Which objects may have Sharing Rules?
Custom sidebar components in the Service Cloud console allows you to view Cas
What is not a step to schedule a report to run in the future?
Which type of records can be added to as campaign members?Choose 3 answer
Which fields are required when you setup a new User record? Choose 2 answers
A Standard profile that has Standard User Permissions and has the ability to ma
What are considerations when using Sharing Rules?Choose 2 answers.
Describe the difference between Standard and Custom Fiscal Years.
A company is implementing Salesforce Service Cloud Console. The System Admin is
What are the components in the Page Layout? Choose 2 answers.
What types of tab can you create in Salesforce CRM?Choose 2 answers.
Select the methods to associate Leads and Contacts to a Campaign. Choose 3 a
A Marketing Manager added 25 leads to an active email campaign. She set the m
Choose the correct statements about Custom Summary Formulas? Choose 2 ans
An Event appears on the Single-User View of your Salesforce Calendar but not on
John owns 20 opportunities. Whenever the Regional Sales Manager runs an opportu
Which of the following are Customizable Related Lists?Choose 3 answers.

1174
1175

Where do you set an External ID?


A System Administrator created a custom object and built a relationship between

1176

Choose the correct statements about Report Formats in Salesforce CRM?

1177

The Sharing Setting for Contacts is "Controlled by Parent". John has a profile th

1178

Who can you grant access to or remove access from your Calendar? Choose 2 a

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1183

Which is a correct statement about the Console?


What are considerations when creating Charts? Choose 2 answers.
What are the capabilities of the Campaign Influence feature in Salesforce CRM?
Which ones are true about Organization-Wide Defaults? Choose 2 answers.
Choose the steps that are specified correctly in your Approval Process if your

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1192
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What happens when you delete a Predefined Case Team? Choose 2 answers.
Choose the Data Management Options available in Salesforce CRM.Choose 2 an
Workflow & Approvals Settings allows you to do which of the following? Choose
Choose the correct statements about Roles and Role Hierarchy. Choose 2 answer
You want to setup a Case Management system so that cases with Tier 1 support i
What page do you access to uninstall an app?
What are the things to Consider when configuring workflow rules? Choose 2 ans
What are good practices when creating Validation Rules? Choose 2 answers.
Which relationships between objects are possible?Choose 3 answers.
In which order are rules processed in Salesforce?

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1196

Permissions are organized by Assigned Apps, Object and Tabs, App Permissions,
What are the capabilities and implications of the sales process? Choose 2 answe
Choose the objects where you can enable Field History Tracking.Choose 3 answe

1197

Which is true about Field Dependencies?

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1227
1228

What happens when you convert a Lead? Choose 2 answers.


Where can you launch the New Custom Object Tab? Choose 2 answers.
Workflow Rules in Salesforce CRM automate which types of Actions?
When do you Create a Data Validation Rule? Choose 2 answers.
Bob set up a Library to store all his team files. He added all of his direct repo
What are the ways to create a new User Record? Choose 2 answers.
Choose the correct statements about Holidays in Salesforce CRM. Choose 2 ans
Who can create a new Campaign in Salesforce CRM?
Where can you view Activities? Choose 3 answers.
Which of the following scenario will trigger Case Auto-Response Rules? Choose
Joe sees the Event Details in Single-User Calendar View but he only see blue bar
How is access granted through the Role Hierarchy?
What Data Export options are available in Salesforce CRM? Choose 3 answers.
Permissions are organized by Assigned Apps, Object and Tabs, App Permissions, A
Which counts against File Storage in Salesforce CRM?
What are the differences between Sales with Account teams?
What happens if a Managed package does not require a license?
You have successfully implemented Salesforce CRM Ideas. As more and more peopl
Which are true about links in the Console Tab? Choose 2 answers.
Which elements can approval process have? Choose 2 answers.
Who can create Workflow Rules?
Where do you set the visibility of an App? Choose 3 answers.
What happens after you enable Report Builder Upgrade? Choose 2 answers.
What are true about Advanced Currency Management in Salesforce CRM? Choos
What is a basic consideration when changing the Record Owner?
A System Administrator deleted a custom field in the Accounts object. Which of t
When using Knowledge, when can Articles be created?
What are the considerations when creating Time-Dependent Actions and Time Tr
When do you use the Import Wizard? Choose 2 answers.
This tool displays a graphical version of an approval process.
Which of the following are true about Advanced Currency Management (ACM)?

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1233

When are data Validation Rules enforced?


What can you do when creating List Views? Choose 3 answers.
What may not be specified when creating a Web Tab?
How does Folder access differ from Record access?
Campaigns and Contacts objects are hidden from Profile_A, which has the 'Customi

1234

What happens if you Mass-transfer records from one user to another?Choose 2

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1276
1277
1278
1279

What will happen to the records of a package after uninstalling the latter?
What are the capabilities of Web-to-Lead Auto-Response Rules? Choose 2 answe
What is true if a record is "locked"? Choose 2 answers.
In which group of objects do you see the New Meeting Request button in the Open
Which are true about Storage Allocation in Salesforce CRM? Choose 3 answers.
Which objects use Folders? Choose 3 answers.
Which of the following conditions will not trigger a Validation Rule? Choose 2 an
Which of the following Actions do not trigger Workflow Rules? Choose 2 answers
A newly hired Salesforce System Administrator inadvertently deleted a custom ob
Which statements are true about Fiscal Year settings in Salesforce?
What are the considerations when assigning Users to Roles? Choose 2 answers.
You are implementing Answers in your organization. During test deployment, you r
View Setup and Configuration permission is automatically checked when you che
Which Approval Process Wizard is consists of a setup wizard that allows you to d
Which is not correct about Validation Rules? Choose 2 answers.
Which is true about All Day and Multi-day Events?
Which are not Limitations to Time Triggers in Workflow Rules? Choose 2 answers
What information is always included in the Company Profile? Choose 2 answers.
Which extra step has to be done when you invite a user to an event in Salesforce
Which statements about Workflow Approval Process in Salesforce are correct? C
Albert keeps disappearing from his manager's reports and list views because he
What are the key benefits of Territory Management (TM)? Choose 4 answers.
Which list views can be available in the Console Tab?Choose 2 answers.
Which is a usage example of Web-to-Lead?
Which are considerations when creating Data Validation Rules? Choose 2 answer
Sales management at universal Containers needs to display the information list
The administrator at universal containers will create a custom field to track a s
what feature allows a user to group campaigns within a specific marketing progra
Universal Containers wants to create a custom object to capture account surve
When can a validation rule be used to prevent invalid data ?
which feature license can be assigned to a user record in salesforce?
what does a custom report type determine?
Universal containers currently assigns its users from the facilities and IT team
Universal Containers has a private sharing model in which regional sales manage
What can users do with Mobile Lite ?Choose 2 answers
If two objects have a parent-dwld relationship, how can a user access the child
A system admwiasb-ator at Universal Containers created a new account record ty
What should an administrator consider when configunng workflow rules ? Choos
When importing data, what happens if some records do NOT meet the data valida
What is an option when customizing a report? Choose 3 answers
Which statement about Chatter posts and comments is true? Choose 2 answers
A user is having trouble logging into Salesforce. The users login history shows
Universal Containers uses a private sharing model for opportunities. the sales t
The support group at Universal Containers wants agents to Capture different inf
How can Knowledge articles be used ? Choose 2 answers

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1291
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1293
1294
1295
1296
1297
1298
1299

What standard object has a one-to-many relationship with the account object?
What user interface setting must be enabled for users to edit records in a list
Which statement about Community experts is true? Choose 2 answers
A marketing user needs to create a new campaign, but the New button is NOT vis
Which statement about products and price books is true? Choose 2 answers
What does a page layout allow an administrator to control?
Universal Containers has a marketing team set up as a public group. A sales re
An opportunity record, created with a dose date of July 30, meets the criteria o
Which privilege can be granted to members of a content library (workspace) wi
The marketing team at Universal Containers wants to send an email to each lead
What should be considered when configuring the lead conversion process? Cho
What can be modified on standard object fields? Choose 3 answers
What is the purpose of the AppExchange? Choose 2 answers
What is the purpose of the Service Cloud (customer) portal? Choose 2 answers
Universal Containers wants to ensure that users complete the standard Industry
Universal Containers wants to create a custom object to capture account survey
Sales representatives at Universal Containers should not be able to create lea
Universal Containers wants to capture the invoice number and account credit sc
Which chart type can be used to display summary values from two different leve
The support team at universal Containers wants to be more proactive about rene

1300
1301
1302
1303
1304
1305
1306

What setting is controlled by a users profile? Choose 3 answers


What relationship can be selected en a custom report type where Accounts is the
Universal Containers uses a custom held on the account object to capture the ac
What level of access can be set when sharing a document folder with users? C
The sales operations team at universal Containers needs to be able to read, edi
Universal Containers needs to use cases to manage both customer support issue
Universal Containers is using a private sharing model. The US sales director ne

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1311
1312

Which statement about Chatter posts and comments is true?


Universal Containers needs to synchronize data between Salesforce and an exte
Universal Containers set the organization-wide defaults for cases to private. W
A system administrator at universal containers needs to mass update the lead
Universal containers has two business groups, Products and Services. Both group
What will happen when a user attempts to log in to salesforce from an Ip address

1313
1314
1315
1316
1317
1318
1319
1320
1321

What can an administrato configure for users on the search result page?
What permission is set in a users profile?
What tab setting on a profile makes a tab not accessible on the all tabs page or
What must an administrator do when creating a record type?
What type of field allows user to input text,images and links?
Which statement about products and price books is true?
What can be done with a workflow field update action?
Universal Containers has two Sales groups.Each group has its own unique sales p
Which statement is true regarding the Answer Community?

1322
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1324
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1326
1327
1328
1329

A time-dependent action is placed in the workflow queue when the record is cr


The Sales team at Universal Containers wants an easy solution to gather custom
How can a sales user relate an opportunity to a Campaign?
What is a method for adding content to Salesforce CRM Content?
A user at Universal Containers reports an error message when attempting to log i
Universal Containers uses web-to-case to convert support requests submitted th
A Sales executive at Universal Containers wants to be notified whenever high-v
What is the purpose of the appexchange?

Self Service Portal


User tried to login from an IP outside
User can login to salesforce once the
Tabular

Public knowledge base


User tried to login from an IP outside the O
User can login normally from the machine w
Metrics

Create a lookup for Account on SurveyCreate a lookup for Survey on account obje
Using controlling and Dependent picklUsing different applications
Provides access to only some of the cProvides access to all standard objects
Contacts not related to accounts

Accounts not having related owner

Partners can download apps and share


Service Cloud app can be downloaded and u
Knowledge base articles can be accesKnowledge base can control view and edit accesses of users to a
Make the OWD Public read only

Make all the sales reps to roll up to sales di

The field will be editable in edit page The field will be read-only in edit page
Role
Profile
Summary or metric report
Summary and Dashboards
User who have set their default time Users who have set their default time zone
Mass In-line editing of different recor Up to 1000 records can be printed at a time

Contains Contact Related List

Contains Opportunities Related List

Marketing

Recruiting

Year(TODAY) = Date(My_Closed_Dt) Year(TODAY) > Year(My_Closed_Dt)


Standard checkbox

Multi-select Picklist

Managed Packages
Marketing User

Unmanaged Packages
Invoice Manager

Lead Statistic fields

Forecas Statistic fields

1
Google Adwords for Salesforce
Only when a record is created
Cases and Solutions

0
Campaign call down report
Every time a record is created or edited
Campaigns and Opportunities

Custom formula
Roll-up summary
Primary object
Read/Write access to the objects
Apex Data Loaders can import and exp
Import Wizard can import up to 50,000 records into Case object
Hide Details
Hide Details and Add Events
User will be logged out and unsaved User will be logged out but any unsaved w
1
0
When quarter reporting ends
Availability for a conference call explainin
John and Sam can see all of the sameJohn can see all of Sams data, but Sam CAN
Activating historical users
Suspend workflow rules
Create a Dashboard for the MarketingCreate a workflow to send an email each tim
Uncheck the Grant Access Using Hierar
Contacts that are not linked to an account
Dashboard of user logins
Count of new accounts/records
Salesforce CRM administrator
Implementation Project Manager
Take advantage of Salesforce.coms So
Correlate clicks on Google advertisements w
Tell them to put the important files in Recommend Google docs and put links in C
Price books
Leads
Separate page layout for the sales anHide the fields through Field Level Securit
Accounts
Contacts
Prospect validation
Account setup
Talk with the current user to determ Build a custom object with a master-detail
Create a validation rule to submit oppCreate workflow rules to create specific tas
Create report that counts the numberImport
o
an adoption dashboard from the Ap
1
2
30
45
ROI = (Total value of Won opportunitieROI = (Total Value of Lost opportunities Ac
Accounts and Contacts
Leads
Profile-based login hour restrictions Organization-wide login hour restrictions
Date Range
Email
Your organization must be using custoFollow the steps in the Deploying Territor
1
0
125Columns and 25,11 Rows
256Columns and 65,536 Rows
Leads
Accounts
Transfer Capabilities
View and Edit Capabilities
Formulas cannot reference themselveNot Available for lead conversion
Hide Details and Add Events
Hide Details
Customizable Forecasting
Standard Profile
1
0

Use your company logo on a Partner SData goes into your Salesforce objects throu
1
0
Anyone above owner in role hierarchyOwner
1
0

Text
Manually change on the Object
Records you own,

Visual Force
On a Page Layout
Records to which you have read or read/wri
1
0
A single user
Multiple users
1
0
A user saves a record
When using a force.com data loader and th
Standard Profile
User Name
1
0
Every user must be assigned to a role,All users that require visibility to the entir
Each workflow rule applies to a singleWorkflow rules can't be triggered by campaig
Task creation
Field Update
Dashboard is a collection of componen
Charts must use summary or matrix reports
1
0
Customize, integrate and create enterp
Point-and-click customization tool
Standard Salesforce.com Objects
Capture key, related information that appli
Enterprise (200) & Professional (50) Enterprise (200) & Professional (100)
List View
Reports
1
0

1
Every 15 Minutes

2
Nightly

1
0
10
25
When a case is created online via We When a case is escalated
You need user with Marketing Profile Click Run Report and choose Schedule Futur
User record (Personal Setup)
Security Control
1
0

Allows to be upgraded later


Account
Personal Setup

Unmanaged package can be converted to


Case
App Setup
1
0
Maximum of 10 time triggers per ruleMaximum of 20 time triggers per rule

Apex Code, to check the positions salApproval process


1
Enterprise (50) & Professional (50)
Marketing User

Enterprise (50) & Professional (25)


Contract Manager
1

By default the list shows ,ALL change The list tracks Stage, Amount, expected Am
Accounts
Cases
They will not be able to complete th They will not be able to complete the inst
1
0

HTML
Big Deal Alert

XML
Workflow Rule
1

Default Sales Teams are configured onDefault Sales Teams may be added manually
Custom Formula Fields can reference C
o ustom Formula Fields can reference standa
1
0
Stage Defaults to first option in the p Stage defaults to first option in the pickli
Either Reports, Price Books, DocumentEither Reports, Dashboards, Documents, or
Dashboard Component
Custom Button
Marketing User
Sales User
Yes
No
Account
Contacts
1
0
Import Wizard
Data Loader
Email to Lead
Email to Case
Profile
Role
User is automatically Logged Out
User keeps working continuously without an
The default Locale of the user is also The User is asked for a Choice; if he would
Developer Edition
Professional edition
When a record is created, or when a re
Only when a record is created
Profile based Login Hours
Profile based Login IP Ranges
15
Page Layout
Validation Rule
Service
Sales
Text Field
Number Field
Checkbox
Custom Picklist

30

Yes
No
Blank
Today ()
Customize Application
View Setup and Configuration
Yes
No
Lead
Case
Sales Processes
Marketing Process
Look and Feel is inherited from Prima Record Ownership is inherited from Primary
Yes
No
Leads
Accounts
Production and Config Only Sandbox Production and Developer Sandbox
Read Only for the User
Required for the User
SUM
MAX
10
20

User License

Page Layout
5

Yes
HyperLink
Tabular Reports
Import Wizard

10
No
Substitute
Summary Reports
Data Loader

1
100
Tabular

0
200
Summary

10
20
Accounts
Leads
Accounts
Asset
OWD is Private
OWD is Public Read Only
He still sees the Opportunity record He is not able to see the Opportunity Recor
Tabular Reports
Summary Reports
Text
HTML with Letterhead
Lead
Account
Professional Edition
Full Test Sandbox
Yes
No
yes

No
1

Yes
Managed Packages
Validation Rule

0
No
Unmanaged Packages
Big Deal Alert

Leads and Cases

Leads and Accounts

Every 15 minutes
Last Modified By Field

3
Every time they are seen
Audit trail

500
5,000
1
0
Any person, organization or company An
t organization, individual or company inv
1
0
(1 OR 2 OR 3) AND 4
(4 AND (2 OR 3)) OR 1
500
5,000
Control the layout and organization ofControl which fields, related lists, and cust
1
0

The field-level security overrides the The field will still be visible in search layout
All 20K records are displayed in the UIFirst 2K records are displayed in the UI
Deletes the Tab from Salesforce.com Deletes the tab from that Application
Any person, organization or company An
t organization, individual or company inv
Profile
Email Id
Only the dashboard determined by thYou cannot display a dashboard on the Ho
1
0
Account,
Contact
Primary Campaign source field,
Campaign influence related list
Add multiple users to recurring tasks, Multiple record types for Tasks,
Spell check,
Enhanced list
for internal sales force users,
Users without mobile license
must be enabled by the administrator,
users can invite customers to join
set a field to specific value,
update the record type
Dashboard running user,
Source report data access
Generate url for content files,
Send the content to colleagues,
attach files to the post or comment, view shared files by group
Use custom formula,
Rollup Summary field
Data in dashboard is determined by hihe is the default owner of the dashboard,
Objects displayed in reports,
Fields available,
Contact Role,
Partner role,
Page layout
Tab labels and colors
Data loader
Import wizard,
data loader,
Mass delete
Data loader,
Import wizard,
Revenue,
Quantity
To edit multiple profiles at a time
to create a new profile in detail view

Each user has a personal folder on Rep


Email Template,
Status,
Category,
Create Cross-object formula fields to Alert lead and contact owners with workflo
Display Lead or Contact data directl Create an approval process for new camp
Relate a business account to a campaCreate validation rules related to the cam
Add campaign members to other relatConvert leads to contacts from the campaig
1
0
Sales Processes
Approval Processes
When a case is automatically assigneWhen a case is escalated
A single user
Multiple users
An active Administrator's email addreA manual entered email address
1
0
Maximum of 10 time triggers per ruleMaximum of 20 time triggers per rule
0 1 on 1/8/2008
1
0
To assign tasks to multiple users, cre A single task can be assigned to multiple u
Lookup filters are available in the Pa Lookup filters can restrict lookup dialog re
Accounts
Leads
True
False
Validation Process
Approval Process
Lead Convert
Record Merger
Yes
No
Yes
No
Custom Fields
Sections
How detail and edit pages are organizField properties like visible, read-only and r
Company logo (Image)
Dashboard Snapshot
True
False
Yes
No
Yes
No
Yes
No
True
False
True
0
True
False
Yes
No
Yes
No
Edit Pagelayout
Detail Pagelayout
Views
Tags
User is taken to a Create new App PagUser is taken to App Exchange
Application
Object
True
False
Waterfall Chart
Organization Chart
Manual Sharing
Criteria based sharing Rules
Developer Edition
Professional Edition
Insert, Update
Insert, Delete

No, we cannot share with the companNo, we cannot share with people who do no
True
0
No
Yes but only in Tables
Like
@Mention
Workflow Rules
Flows
True
0
Opportunities, Followers, User Feed Accounts, User Feed, Comments
Local
Time Zone
Create a list view on the Console
Create a list view on Accounts
Validation rules apply to all new and Validation rules can update fields which are
Audio Files.
PPT and Video files only.
When you can mass assign your locked
The ability to send approval requests to yo
Free Edition
Group
True
False
You can not export a report. You can on
Comma Delimited (.csv)
Marketing Profile
Contract Manager
Enable Collapsible Sections
Show Quick Create
True
False
Closed Events 180 days old
Events with a due date greater than 365 da
VAL(picklist_field)
CASE(picklist_field)
True
False
True
False
2000
100
Yes
No
Language, Locale, and Time Zone
Profiles
True
False
True
False
Upon opening the record
Upon closing the record
None of these
Report Wizard
API
Third Party Web integration/Application
Setup | Customize | User Interface
Setup | Manage Users | Profiles
True
False
True
False
All Editions
Unlimited, Developer and Enterprise Editio
300
500
It provides data visibility by combininIt allows agents to view key record informat
User A
The designated workflow user
It doesn't affect anything.
It determines the delimiter.
Web-to-Lead
Web-to-Web
Summary
Matrix
True
False
It is available in Group, Professional, Cloud Scheduler is now enabled by default f
True
False
The account and contact will automatiA new account and contact will be created w

True
False
Ideas
Community
Summary
Tabular
Accounts and Contacts
Cases
Ideas
Campaigns
Whether the record opens as a primarThe fields displayed in the highlights panel
The dashboard component type mustDrill-to-detail must be enabled on the cust
People
Content
Lookup Relationship
Master-Datail Relationship
1
0
Contact Manager
Group
When a record is submitted for approvYou can forward an email approval request
True
False
Custom objects
Events
Only when a Record is created
Every time a Record is created or edited
True
False
True
False
True
False
Yes.
No.
True
False
True
False
Prevent a user from viewing custom tPrevent the use of Mass email
Tables
Summary Reports
Companies can seamlessly integrate th
Companies only need to maintain a compatib
All except Professional
Professional and Enterprise
True
False
500
250
Amount = Lead Amount
Close Date = Today
Salesforce Automation
Marketing Management
Lead, Contacts, and Opportunities ca Leads and Contacts can be associated to s
Opportunity
Users
Big Deal Alert
Workflow
S-Control
Formula Field
True
False
True
False
Standard Picklist
Custom Picklist
True
False
Page Layout
Field Level Security
Combination of two other Dashboard External feed of data

True

False

Account Tab Default


Business Account Default
True
False
A Business Account is created
A Person Account is created
Created
Saved
True
False
Recent Items
Sidebar Search
True
False
SF ideas
SF content
Accounts
Cases
True
False
Reads the case
Adds a related comment to the case
The Record Owner, System Administrat
The Record Owner, a User shared to the rec
Accounts and contacts
Content library
They will not be able to complete th They will not be able to complete the inst
Tabular
Matrix
The overall opportunity amount does The overall opportunity amount and conver
Launching an External URL
Running an S Control
True
False
True
False
Territory
Product Family
Username and Password
Role level access
True
False
True
False
True
False
True
False
Sharing is inherited from parent
Child needs to be manually deleted when pa
True
False
True
False
HTML
XML
True
False
Lookup
Text
A URL
A URL that passes salesforce.com data like
Account, Contact, Opportunity, or Ca Account, Contact, or Opportunity
Account
Contacts
List Views
Reports
1
0
Big Deal Alert
Workflow Rule
Amount multiplied by the total price of
The sales price on any line item times the p
Users and Custom Objects
Leads, Accounts, Contacts and Custom Obje
Yes
No
View, edit, delete, and transfer his/h Extend sharing on both his/her and his/her
True
False
The related lists of the case page la The custom links of the case page layout m
1
0
S-Control
Formula Field

Composite
Client
Default Sales Teams are configured onDefault Sales Teams may be added manually
Custom Formula Fields can reference C
o ustom Formula Fields can reference standa
True
False
Opportunity Close Date Only
Product Date Only
Chart
Table
Nightly
Every twenty minutes
Stage Defaults to first option in the p Stage defaults to first option in the pickli
They are the same thing
Marketing User Profile allows users to cre
One custom field
Two custom fields
Either Reports, Price Books, DocumentEither Reports, Dashboards, Documents, or
True
False
Standard object as the "master" and aCustom object as the master" and a standar
Outbound API message
Update Field
External Id
Parent External Id
True
False
True
False
Total Amount of Opportunities / Expe Amount of Won Opportunities / Budgeted Co
True
False
The sales process controls the stage fie
The record type controls the stage field, the
Dashboard Component
Custom Button
Opportunities, Products, Cases, AccouProducts, Cases, Accounts, and Contacts
Custom Tabs
Custom Fields on Custom Objects
Solutions, Cases, Leads and OpportuniCases, Leads, Solutions, Contracts, and Cu
True
False
True
False
Adding multiple records together
If/then/else conditional statements
True
False
True
False
Pipeline reports may include omitted Forecasts may be overridden
Sidebar
Edit Page
List Views
Related Lists

True
Language, Locale, and Time Zone
Language, Locale, and Time Zone
True
True
Lead

False
Licenses, Storage and Used Space
Fiscal Year
False
False
Opportunity

50
10
True
False
True
False
Create a custom email template for inAdd a company logo to meeting requests in

Promote an Answer for consideration Re-assign an article to the publishing queue


To store Chatter posts in content
To share files from a workspace to a feed
They can be configured to make fieldsThey can be configured to limit the records
Drag and Drop a dashboard onto any D
p rag and Drop records onto a dashboard
Allow a user to propose multiple meetAutomatic propose meeting times based on
Receive updates related to records foShare updates, files, and links with Leads
Previously used filter criteria

Organization Wide Defautl settings

Email articles to a customer


Create an article upon closing a case
Hierarchical relationship fields
Master-Detail relationship fields
Edit tag links
view tags on header
selecting tabs
adding a logo
True
False
Contract
Opportunity Product
The users profile has IP login restrict The user has logged into Salesforce previous
The email activation feature requires The email activation feature cannot be disa
Transfer closed cases
Transfer closed opportunities
None
Read Only
True
False
True
False
Field-level security & page layouts
Page layouts only
True
False
Role
Profile
True
False
True
False
Profile
Role
True
False
Controls the level of visibility that us Role is required while creating Record type
Controls data visibility
Controls record roll-up forecating and repor
List view
Mini Page Layout
True
False
Automated rules that grant access to Exceptions to Org. wide Defaults
Sharing rules open up access whereasWhen u delete a sharing rule , the sharing
Users
Public Groups
Console layout
Mini Page Layout
Case hierarchy is reset
Case escalation is reset
Accounts
Forecast
To escalate a case according to a tim To allow notification before a case actually
Overwrite Phil's User Profile with the Create a new profile for Phil as well as new
Access is defined either as Read or ReAccess to folders does roll-up through role
1 Megabyte
3 Megabyte
True
0
True
False
True
False

True
False
True
False
Changing to or from type Date or DatChanging to Number from any other type
Data Validation can enforce data integData Validation can prevent duplication of
Data validation ensures the integrity oData validation ensures the integrity of data
To assign tasks to multiple users, cre A single task can be assigned to multiple u
Workflow Task
Workflow Outbound Message
Sharing rules should be used when a u
Sharing rules apply only to new records ow
True
False
For new organizations, the Attachment
For existing organizations, the Attachments
True
False
Sharing
Reporting
True
False
Line
Horizontal Bar
True
False
Contents, Ideas, Answers, Accounts, CContents, Ideas, Answers, Accounts, Contact
Files attached to a Chatter group postFiles in Content Workspaces
Save
Printable view
500
400
Tasks that users can perform on recorRelationship between two objects
Profile Restriction
Organization-wide Defaults
True
False
Emails
Documents
Unlimited
Professional
The junction object is deleted
The related field in the junction object is d
Free Chatter Users
Chatter Search
True
False
Each has its own unique username. Each has its own username which is not nec
True
False
The Running User
Start Date
50
20
You can set conditions that when met Set
w thresholds for report analysis
True
False
Cannot filter views by more than one The maximum number of Leads/Contacts that
Std fields are created by Admin
You can delete std fields
True
False
Not reference standard, custom, or otCan contain formulas upto 4000 character
True
False
True
Page Layout
Case Sharing Rules
True
Yes

False
Field Level Security
Lead Sharing Rules
False
No, once the request is approved only administrator can revoke

Approved
Denied
True
False
True
False
Custom Profile
Organization wide Defaults
Add related records
Search Records
True
False
When a record that was closed now When you delete a record
Actions and Time triggers
Rules and Actions
Before a record is deleted
When a record is created/updated
Create inbound messages
Create tasks
KAthy can edit and view her own oppuKathy can EDIT and VIEW her jennifers oppu
By Creating three sharinf rules betw By creating a public group with all three Sa
Phil can view but cannot edit Tims ABTIM cannot VIEW / EDIT phils account
True
False
Developer Edition
Enterprise Edition
By changing their password
By resetting their security token via the Salesforce UI
Discount will be automatically approvRequest will be sent to the Sales director f
Call center
Email
True
False
True
False
They enable end users to activate addi
They are used to identify regular SF users
It is required to activate additional I It is required for all IP addresses and brows
Nothing they will see the application Refresh their browser
Lookup field link two objects
Lookup fields affect security
By Field level security
By Setting property in page layout
True
False
True
False
True
False
True
False
Select sync direction and conflict behSelect the appropriate config template
Follow files and links for a dashboard.Follow posts and comments for a dashboard
Since there is no Weekly Export in conYou can create a report on those records an
On Chatter profiles.
On record detail pages.
You can now choose whether you'd like
Is now available in all editions except con
All profiles get access to the report buThe old report wizard is totally phased out.
10
20
True
False
Grant the sales manager the "Drag-anCreate the dashboard as dynamic dashboar

Report Builder is no longer in use in SAll profiles get access to the report builder
1
2
The user Role is insufficient to view thEmail is unchecked for that profile in FLS
True
False
True
False

6500

5000

Multi-tenant
Scales with your business
Click files to preview them
Subscribe to a user
True
False
It is available only in Unlimited, Ente It allows you to modify system-generated e
True
False
Whether or not the field is required An Error Message
True
False
Field Updates, Outbound Messages, Ema
Field Updates, Tasks, Email Alerts, Outbou
Opportunities to Opportunity ProductsAccounts to Contacts
True. All the time.
False. All the time.
25000
50000
1
0

5000
1

3900
0

Matrix
Tabular
Show up to 2000 records in the recordPrint up to 1000 records in print view
1

True
Hours_Worked != 0

NOT(Hours_Worked < 0)

5
10
1
0
10
20
1
0
A roll-up summary fields lets you roll The roll-up summary field is a custom field
1
0
The field is saved/updated
When the record is saved/updated
1
0

No
Yes
No, it must be installed.
True
True
True

Yes
No
Yes
0
1 False, May not be deleted or removed (folder can be hidden)
0

Custom object
Standard object
Create new App, select logo, assign prCreate new object, select logo, create profile
Salesforce will allow a user to enter Salesforce will not allow user to upload dat
Edit
Read
Account
Solution
The user and all those who have acceOnly the user who refreshed the dashboard
Summary and Matrix reports
Tabular and Summary Reports
Locale
Hire date
MSN
Yahoo
2
3
Accounts
Contacts
1 Week
1 Day
Links two objects together
Links two formulas together
1K
2K
Formulas cannot reference themselveFields that are used in formulas cannot be
How detail and edit pages are organizPage section customizations
1
0
Layout Properties
Salesforce Golden Rules
Accounts
Forecasts
Allows you to define different sets of Allows you to define different sets of picklis
Owner
Anyone in the team
Manage Public Documents
Manage Documents
2 MB
5 MB
1
0
choose to apply a specific value
make the value blank
Dozens of std reports are provided byStd reports address to top needs of most us
Dates
Tables

1
0
All active validation rules are run eac Validation rules are not enforced on existi
500
5000
500
5000
10
100
1
0
20
50
It deduplicates and inserts records
It comes installed with salesforce.com appli
The user continues with the session wThe user loses all unsaved data after termi
When there is a need to create a custTo enhance the look of the application
Hide details
Show details and add events
User record
Profile
Profiles
Roles
Edit on solution
Create on solution
Workflows
Rollup summary
Multiple records can be edited in list Dependent picklist can be edited with inline
Yes
No, because auto-number is a standard fiel
The lead queue
The lead will get created with error report i
Web-to-lead
Web-to-case
As short as a day and as long as a forAs short as a minute and as long as a day
Enable Group Tasks.
Mass transfer activities.
He needs to have Edit Tasks permissioHe can go to Your Name > Setup > Customiz
1
2
System Fields
Case Stage
Default Language
Default Locale
Create a Sandbox
Contact salesforce.com to enable multiple c
Multi-Currency
Sandbox
An active or inactive
An active
You will be able to edit one, with it a The logic between them is not available
Master-Detail Relationship
Look-up Relationship
Junction Object
Lookup Field
An Object
A field
Manage Users and Customize ApplicatView Setup and Configuration, Manage User
Home tab
Report Tab
Open Cases
Closed Cases
Contact name
Contact email
salesforce.com partners
salesforce employees
Each business process is associated wEach record type is associated with one or
Custom fields cannot be deleted
The field and its data are permanently dele
Field positions
Buttons
To allow users to use different page laTo allow users to see different values in pic
Hierarchical
Matrix
Master-Detail Relationship
Workflow Visualizer

One-to-Many Relationship
Enhanced Chart Analytics

Salesforce Chatter
Files in attachments
Phone
List Box
Accounts
Opportunities
Leads
Accounts
All related events, tasks, case commeAll related events, tasks , case comments,
Read
Update
After spring 11 release, console usersIt automatically searches and returns artic
Another System Administrator had alre
There is no Report Builder Upgrade spring 11
Cloud Scheduler Enhancements.
Email Attachment Enhancements.
Master Charts
Report Charts
25
3
25
23
Multiple Languages for Salesforce Kn Salesforce Knowledge Article Number
You can import Accounts,contacts,leadYou can work with both records of data an
Salesforce CRM then checks whether If
the
profile-based IP address restrictions are
Apex Code script
Page layouts
You can map between text and picklist
You can map Number, Currency, or Percentage
The campaign source field is left emptThe campaign with the most recently updat
Daily, Weekly, and Monthly
Daily and Weekly
You can transfer to users, but not to You can transfer to queues, but not to users
Web-to-Lead & Web-to-Case
Send Email to a Contact
Displays the users API token
Indicates whether an API token has ever bee
32000
255
Create campaigns
Edit campaigns
Can be used to insert or extract SF reCan be used to insert,update,delete or extr
If your organization uses person acco If your organization uses person accounts a
Yes
No
I can choose different list formats fr List views can only be created or customiz
Yes
No
Hover links can be found on record det
Top of page hover links often provide a sum
The data quality in Salesforce.com willI will complain when I inevitably end up ad
Advanced Search
Sidebar Search
Clicking the edit button within a recDouble clicking within a field to add or edit
Blue
Green
Contact head office
Click set up in salesforce.com and edit my info
Any person, organization or company An
t organization, individual or company invol
An opportunity
An account
Search to determine if the company re
Start entering the new lead
Leads
Opportunities
Accounts represent sales deals that yAccounts are the backbone of information a
I can use this feature to update contaI can send single emails, or mass emails, to
I should use consistent naming conveExpected Revenue is automatically generated
Events are scheduled events or meetiEvents are to-do lists
Emails
Dials

Clicking set-up and using the importSending emails to myself


Tabs of that object type will be visibleTabs of that object type will not be visible,
Division that is applied, by default, t Division that is applied, by default, to all
Table & matrix
Summary and matrix
The report is scheduled for every weeThere is another report to be run 15 mins b
Any user above running user can editAny user below running user can view only
Object in look up relationship can linkChild in lookup gets deleted if parent gets
Related lists
Custom objects
The user is able to enter value because
The user is not able to edit it because it is
It cannot reference other formula fieldIt cannot be used in graphs
YEAR(date_c)=YEAR(today() )
YEAR(date_c)<>YEAR(today() )
There is only one record type in pers There is no contact related list in person a
Gets assigned to lead owner's territorBased on assignment rule
View the account
Edit the account
Case comments
Case activities
They are not upgradeable
They cannot be uninstalled
Custom objects
Standard objects
Custom picklist
Standard picklist
Only account data
Only report data
All users in pacific timezone
None
A workflow rule is based on assignmen
A workflow rule is based on manual submiss
Import new leads and add it to campaAssociate opportunities to the campaign
One case comment
Two contact fields
It lets us know if it can be the source For reporting
Help calculate ROI
Give a list of campaigns that influenced the
Campaign history list
Opportunity campaign related list
Yes, workflow rule
Yes, custom summary field
Yes (customize a standard profile)
Yes(customize a custom profile)
Line
Horizontal bar line
Metric and table
Metric and gauge
Each solution is associated with one Each solution is associated with one case,
Download AppExchange Packages
View AppExchange Packages
An online form to capture lead informDetermines which Email Template to send t
Determines how Leads are automatical
Contains Rule Entries, pre-defined business
Can be associated with an Account Has to be associated with an Account
Sales and Marketing User
Marketing User only
Administrator
Administrator and Marketing Users only
View All Data
Modify All Data
The Running User overrides the sharinThe Running User overrides the sharing mod
Specify a running user
Link to report
Formula Fields on Record Types
Formula Fields for Custom Objects
Objects
Page Layouts
One
Two

Manually entering the case received Automatically generated by an email or web


Case Queue
Case Assignment Rule
1
2
1
0
Modify All Data
View All Data
Create and edit territories
Add and remove users from territories
Selecting "Enable Field Encryption" u Contacting Saleforce.com Customer Suppor
12
10
Daily: 100 Weekly: 52 Monthly: 60 Year
Daily: 100 Weekly: 53 Monthly: 60 Yearly: 1
Opportunity Stage
Lead Status
Yes. Using page layouts.
Yes. But only for Admin users.
You cannot delete the account withoutThe Widgits are deleted
Used to define the times that display Restricts log in access to those times
12 hours
24 hours
Default Currency ISO code
Locale
Dashboards refresh in the time zone oDashboards refresh in the Organization Default Time Zone.
Contacts (on business accounts only) Contacts (on business accounts only), atta
73
73
1
0
You can create a Master-Detail RelatioYou can create a Master-Detail Relationshi
Schedule Dashboards
Run Reports
Transfer open opportunities
Transfer closed opportunities
Your organization is limited to no mo Your organization is limited to no more tha
Text
HTML with letterhead
20
30
Everyday
Once every 6 days
3200
320
255
191
When a case is automatically assigned
When a email notification is triggered via wo
Organization wide default time zone User's time zone
1) Maximum length of 32,000 chars. 2)
1) Maximum length of 3200 chars. 2) Any leng
My Territories
My Territory Teams.
Salesforce CRM runs field validation r All required fields must have a value before
Set support business hours
Edit the Support settings
Language
Time zone
Corporate currency
Personal currency
Corporate
Personal
Change the corporate currency in theEnable advanced currency management
Define and assign custom profiles to uAccess a log of the records a user has view
Log in as a user who has granted logi Reset passwords for all users.
Email
Alias
System Administrator
Standard User
System Administrator
Standard User
Solution Manager
Marketing User
Solution Manager
Marketing User

Solution Manager
Marketing User
All records associated to the user are The user can continue to access Salesforce
Setup | Manage Users | Users
Setup | My Personal Information | Grant Log
John, the vice president of sales, lea Ella, the IT manager, moves into a new posit
Change the login IP ranges.
Unlock the user.
Enable enhanced list views
Enable hover details
Changing field values on the records Modifying content of related lists
Create new records from a list view. Edit dependent picklists inline from a list vi
Related list hovers
Recent items hovers
Locale
User Interface
Trending Chatter topics
Dashboard components
Admins can grant users the password
Admins can enforce an all numeric password
Trusted IP ranges
Login hours
Whether the users profile has login ho
Whether the users profile has API enabled.
They enable end users to activate addi
They are used to identify regular Salesforce
It is required to activate IP addresses It is required for all IP addresses and brows
The user will be able to continue wor The user will be logged out and any unsaved
Public groups can be used when manua
Public groups can be used in sharing rules.
Contacts
Products
Account record types
Public Groups
Create a sharing rule to grant access Manually share each account record with m
Create a new profile for Retirement Set the organization-wide default sharing to
By creating three account sharing rul By creating a public group for the three Sal
Profile
Field-level Security
Set the field to hidden on the user prof
Remove the field from reports and list view
Read for Accounts
View All for Opportunities
Determine how users see the records Determine what records the user can acces
Lookup field
Formula field
View Setup and Configuration
View All Data
Role hierarchy
Profile
Visible FLS checkbox for Support UserRead-Only FLS checkbox for Support User pr
Remove the Edit permission on the Set
ac the fieldlevel security for account numb
Use an existing custom profile that w Use an existing standard profile that will
Standard fields can be deleted.
The values in standard picklist can be edite
Edit picklist values for standard fieldsRename standard field labels in the user int
Lookup fields link two objects.
Lookup fields affect security.
Sharing is inherited from parent.
Child needs to be manually deleted when pa
The junction object is deleted.
The related field in the junction object is de
Primary campaign source field
Campaign influence related list
Formula field
URL field
Create a roll-up summary field.
Create a new account record type.
The default value populated in the deThe dependent fields that appear on a layo
List views can be filtered using AND, List views can be filtered by tags.
Create a lookup relationship from the Add fields from the feedback object to the
By applying field-level security
By setting the property in the page layout

Record types can be used to define pick


The ability to create records of a specific r
Each business process is associated wEach record is associated with one or more
When different record access is requirWhen different field-level security is requir
Check for a validation rule that restricEnsure that regional sales users are routin
Create two separate lead processes aUse field-level security to restrict access to
Use a validation rule to prevent the Create a record type for each sales process
The field is removed from the associaThe field history tracking data is deleted.
Deleted fields and values can be restoField values should be archived before a fiel
Formula fields are read-only on recordFormula fields can reference themselves in
Create a formula field to calculate t Create an auto-number field to calculate t
Create a roll up summary field on the Create a cross-object formula field on the o
Sales quota
Account rating
Opportunity escalation rules
Opportunity update reminders
Big deal alert
Similar opportunities
Add Amy to the Sales East public grCreate a sharing rule between the Sales W
Forecast
Revenue
Account
Case
Campaign
Opportunity
Transfer access for leads, accounts,Create and Edit access for leads, accou
The lead formula field value can be mThe lead formula field can be mapped to a f
Specify a default lead owner.
Specify a default lead creator.
Create a queue for each regional group
Create a queue for the marketing team and a
25,000
50,000
Create a custom report including all Associate existing opportunities with the c
Grant the user delegated administratiSelect the Marketing User checkbox on the
Build a lead source report to summar Establish the campaign influence between
Accounts
Forecast
Partner Roles
Sales teams
Case team
Contact
The automated case user specified in The owner of the case when the rule was tr
Assignment Rules
Escalation Rules
To escalate a case according to the t To allow notification before a case actually
Ability to automatically assign a solutAbility to create solution category custom r
Public solutions
Solution tab search
Knowledge/Article
Opportunities
Custom object tab names
Standard Field labels
Status
Categories
Enable the Answers feature.
Create an Answers community or rename th
All votes belonging to child ideas are Once you merge ideas, they cannot be sepa
Popular Ideas and Recent Ideas
Recent Ideas and Top All-Time
Documents tab
Customer and partner portals
Knowledge allows an organization to sh
Knowledge only allows a single article type
Roll-up summary fields can be createdRecord types can be created for tasks.
Add the Do Not Contact field to the con
Make the DNC contact records private to all
Home Page
Profile Page

Home Page
Profile Page
Home Page
Profile Page
Home Page
Profile Page
An Administrator
An individual user
Connect with co-workers by letting Direct users to a subject matter expert.
Assign Chatter Free licenses to users Create users in the organization and assign
Store Chatter posts in a Salesforce Con
View a list of files shared with a Chatter gr
Attachments, Documents, and SalesfoEverything except Attachments, Documents,
Weekly Export Service
Export Attachments through the Data Load
Open activities
Open cases
10
5
Validation rules
Import wizard
You can import accounts, contacts, le You can work with both records of data and
1000 records for end users. 10,000 rec
50 records for end users. 5,000 records for
Import Wizard
Data Loader
Can be used only to insert or extract Can be used to insert, update, delete, or ex
Excel Connector
Import Wizard
They restrict who can enter data.
They restrict the number of choices available
Must have a value whenever a recordCan
i
be set as read-only.
Validation Rules
Escalation Rules
Record
Object
Data Validation ensures the integrity oData Validation ensures the integrity of data
Formula fields
Data Validation rules
Lead Convert
Record Merger
Schedule a recurring export.
Include the values for formula fields.
Every day
Once every six days
Data Loader
Data Export Service
Generates URLs for content files.
Publishes content from Salesforce to a com
Users with the Manage Public Reports
System administrators can access reports sa
Share folders with Public Groups.
Share folders with roles.
Sharing Rules
Source report folder access
Are out-of-the-box reports
Can be deleted
Tabular report
Summary report
Tabular report
Summary report
Matrix report
Summary report
Gauge
Bar
Bar Chart
Line Chart
Bar Chart
Line Chart
Pie Chart
Donut Chart
Pie Chart
Donut Chart
Horizontal Bar
Chronological Timeline
Records
The field by which the records are grouped
You can have a maximum of five on aThe formula can reference other summary f
Summarized fields in the summary roCustom summary formulas
Grouped by field names
Summarized totals

Matrix reports
Tabular reports
Run a report on Monday, and then schSchedule a report to run only one a week f
Opportunities owned by the user runni
Opportunities for the entire sales organizat
Move the opportunity reports into each
Update the sharing rules to limit access to
Data access permissions determine wha
The running user determines the data disp
The dashboard automatically sends aThe dashboard components resize base on t
Standard
Custom
Chart
Metric
Chart
Metric
Chart
Metric
Chart
Metric
The user and the dashboard running us
The report has not been refreshed.
Whether the report will be tabular, s Whether the report can be displayed in a d
Each A record must have at least one Each A record must have exactly one relate
Before a record is deleted
When a record is created or updated
Before Apex Triggers
After Validation rules
Action and Time Triggers
Rules and Actions
Create inbound messages.
Create tasks.
Sending email alerts about a case up Escalating a case to management
Enable field history tracking to send Create a workflow rule to send an email ale
Create a workflow rule to update the Create a custom formula field to lock the o
The user must opt in to receive emailThe user must have read permission for the
When a record is submitted for approva
You can forward an email approval request
Discount will be automatically approvRequest will be sent to the Sales Director f
It must be enabled by an administratoIt is available to customer portal users.
Mobile Lite configurations can be creaMobile Lite provides access to standard ob
Assign users to Outlook ConfigurationSpecify a users Outlook synchronization fol
Every time a record is saved
Every time a user views a record
When standard Salesforce functionali To find answers to Salesforce application q
Upload AppExchange Packages
Manage Package Licenses
Login
Configure security
View forecasts and quotas by quarter.View forecast data using custom fiscal years
The group's Chatter feed
Private Messages feed
View the details of Salesforce leads a Search for contacts in Salesforce to add the
The task immediately appears in the C
A reminder is posted to the task owner's Ch
Reports, email templates, and list vie Validation rules must be created to enforce
Activating a rule when another is currAll active Lead Assignment rules fire in th
If that object is in a Master-Detail relaWhen it is referrenced in a formula field fro
A custom or standard object that has A standard or custom Tab Style.
You can track the date an email was fHTML Email Status related list is available
The Salesforce Org has no more availaHe has to create the Read Only profile first b
A custom field value has to be that ofThe My Description textarea must not conta

Time triggers do not support minutes You can't archive a Product or Price Book t
Each Campaign can only have one PaEach Campaign can only have one Parent C
Your base salesforce.com permissionsProfiles extend permissions on records owne
No response email will be set unless hResponse emails will be sent to all new lea
The custom object will be stored in thUntil permanently erased, the custom objec
If the Grant Access Using Hierarchies Users at any given role level can view, edit
Formula fields are read-only fields, a Currency codes cannot be used in Fomula Fi
Create console layouts to define whatChoose the related objects to show in the m
Visibility
Editability
Display a flowchart of each saved appReinforce your company's policies by docu
It creates a relationship that links thi A Custom Lookup field can point to records i
A default Field Update action will be cA default Email Alert action will be created.
A General Manager would like to see aA CEO wants to see how a particular employ
The custom app logo and its dimensioThe objects to be included in the app.
It allows you to pick fields from checklYou can reorder report columns by grabbing
Organization-Wide Defaults
Sharing Rules
Do Not Call
Date Hired
When you create an Event, tick the MWhen you create an Event, tick the All-Day
Accounts and Contacts
Email Templates
A report type defines the set of recor Reports display only records that meet the c
Chart Title and Text Formatting.
Background Color or Background Image.
Her user profile does not have 'Creat Her user account is not assigned with a Mar
Enable Accessibility Mode in the affectAdvise the user to check the Accessibility
Changing from Picklist to Multi-PicklistChanging from Picklist to Text.
All leads that are assigned to you, ei You can change ownership of Leads in the Le
If an opportunity's account moves to oThe opportunity's territory field is set to bl
OR ( YEAR( My_Date__c ) <> YEAR ( TYEAR( My_Date__c ) <> YEAR ( TODAY() )
You can browse and demo AppExchange
Install apps from the AppExchange and depl
Roll-up Summary fields calculate values
Calculate values using fields within a single
Custom Object Tab
Web Tab
When you delete a sharing rule, the sWhen you modify which users are in a group,
No one, Except for the System Adminst
Users with the Customize Application perm
The General Queue
The Owner selected by the first Rule Entry.
Workflow Rules Process
Validation Process
Standard User
Marketeer User
Contact Notes will also be deleted. Accounts associated with the Contacts will
The import wizard is NOT case sensitiThe import wizard will ignore punctuation a
User License, Role, Profile
First Name, Last Name, Alias
Which object permissions the user is gWhich record types are available for the use
Web-to-Lead
Web-to-Web
A folder is a place where you can sto Folders can be public, hidden, or shared, an
A Sales Manager would like to create He, the Administrator would like to see a li
CloseDate < TODAY()
CloseDate > TODAY()
Standard reports are not searchable i You can not save a Custom Report in a Stan

Select the object to which the workfloConfigure the workflow rule settings and cri
Knowledge User
Accessibility Mode
All Standard Objects only
Custom Objects only
These are the stages that an Opportuni
Milestones are required steps in the suppor
Run the Report.
Click Schedule Future Runs from the dropd
Leads
Contacts
First Name
Alias
Solution User
Contract Manager
You can use sharing rules to grant widSharing rules apply to all new records that
A Standard Fiscal Year is always base Custom Fiscal Years never starts in January.
The affected user is assigned a SalesfA Service Cloud user Feature License is not
Fields and Buttons
Custom Links and Related Lists
Search Engine Tabs,
Web Tabs,
Add to Campaign option from Campaign
Mass Add Members to Campaign under Da
The leads did not actually respond. The campaign is already closed when she a
Custom summary formulas calculate add
Formulas must be 3900 or fewer characters.
The event falls outside the business hThe event falls outside the business hours
Check if John's user license to see if Verify if John has a user role. -> Verify tha
Open Activities.
Notes & Attachments.
At the Edit Lead Custom Field Page. TAt the New Custom Field Page. Tick the "Un
Add it in the Person Account page layRemove it from Business Account page layou
Tabular Reports can have Charts.

You can create Custom Summary Formulas

If John has Read and Edit permissionsJohn will not be able to see contacts on an
Roles and Subordinates

Roles, Superiors and Subordinates

The Console is composed of the list viAdministrators customize what displays on th


You can't have more than 250 groups Ifo you lose access to a field used in a chart,
Allows you to see the list of campaigns
Allows you to set multiple primary campaig
If Grant Access Using Hierarchies is d User's access to the folder in which a docum
If an expense record is submitted for If the amount is $50 or less, automatically
You cannot retrieve deleted Predefin The Case Team is automatically removed from
Mass Transfer of Activities
Mass Transfer Approval Requests
Choose the Default Workflow User
Enable Workflow Approval Process
Every user must be assigned to a role,It is always necessary to create individual r
Two or more case Page Layouts.
At least two case Record Types.
Critical Updates
Sandbox
Each workflow rule applies to a singleRules created after saving records are trigg
Creating two validation rules with cont
Write helpful error messages. Include instr
A custom object as a master to a StanLook up between a standard object and itsel
Auto-response rules >> Validation ru Assignment rules >> Auto-response rules >>

Assigned Apps
Object and Tabs
It details the various stages different It can route an opportunity to the right Sa
Accounts, Contacts, Leads
Service Contracts, Contract Line Items, Con
Deleting the dependency removes theA lo
Multi-Select Picklist can be a Dependent F
Leads that are members of multiple ca
The last campaign that a Lead became a me
At the custom Tabs Page.
At the Quick Create Section of the Sidebar.
Outbound Messages, Field Updates, TiOutbound Messages, Field Updates, Tasks, E
A System Administrator wants to manua
You want to update a field with a certain v
Bob's User Role is not above that of JoJohn has no Read Permission to Documents
Using Insert in Dataloader.
Clone Existing User Record from the detail
Holidays that are not associated to anHolidays enable you to specify the dates a
Penny who has a Marketing User profiSheldon who is a Marketing Executive, she
Home Tab
Activity Tab
A customer replied to a support rep's A Case is created from a web-to-case form.
This could be an issue with the browse
His Events fall outside his business hours.
If the Organizational Default permits vIf the Organizational Default restricts view
Weekly Export Service
Daily Export Service
Login Hours
Login IP Ranges
Files in attachments, the Documents tUser Profiles, Photos and Chatter Files.
Roles assigned to members in Account
A sales team is a group of users that typic
Salesforce automatically assigns licens
All users can use the package regardless if
Decrease the Half-Life of Ideas.
Tell people that Popular Ideas sub-tab disp
Clicking Buttons or links on the recordLinks in Mini View displays the record in th
A name and description to distinguishEntry criteria if you only want records with
Users with View Setup and ConfiguraUsers with "Manage Workflow rules" permis
Custom App Edit page.
User information page.
All profiles get access to the report buScatter Charts will no longer be available to
If your organization uses advanced c When advanced currency management is first
The new owner has at least Read peThe new owner has at least Read/Write pe
Custom Formula Fields referencing this
This field still counts against the maximum
Upon initial post of the customer in Upon reply to a customer's email.
When defining a time trigger, use sta You can not add actions to existing time tri
When updating 150 Leads records so When
th
updating 900 Accounts records so that
Process Visualizer
Visual Wizard
Dated exchange rates' maximum length
ACM requires Multiple Currencies enabled.
Upon opening the record
Filter the type of records to display.
Tab Label and Tab Name.
Folder Access is controlled by permis
He can not create a workflow rule on

Upon closing the record


Assign the List View to different Profiles.
URL of a web page/site.
Folder Access is controlled by permissions
Mr. Young can create workflow rules on Cam

When you transfer records from one us


If you transfer closed opportunities, the sa

All records will be lost.


All records will be stored in the recycle bin.
Determine which email template to usSpecify the email sender's name and addre
Salesforce prevents the record owner Users
f
must have the Modify All object-leve
All custom and standard objects excep
Person Accounts, Contacts, Leads and Cust
Person accounts count against both ac
Archived activities count against storage.
Emails
Documents
A users upserted a record using Data An
L Assignement rule changed the record owne
Changing the territory assignments ofConverting Leads into Accounts.
Recreate its custom tab and restore t Reactivate Data Validation rules and any ap
When you change the Fiscal Year StartWhen you enable Custom Fiscal Year, a defa
All users that require visibility to the It is not necessary to create individual role
Correct the Answers page layouts.
Edit the Answers field layouts.
Customize Application
Weekly Data Export
Easy Start Wizard
Jump Start Wizard
Validation formulas can reference camp
If validation rules exist for activities and
You can create a recurring All Day eveAn All Day Event can be part of a Multi-day
Salesforce limits the number of Time T
You can't delete a record that has a pending
Primary Contact
Default Language
There is no extra step because SalesfYou have to convert the time zone in a drop
The assigned approver is a user appoiThe email approval response feature gives u
Disable Edit permission on User objecSet a Field-Level Security restriction on the
The ability to use account criteria to Support for complex and frequently changed
List Views set by the System AdministList Views set by the System Administrator
Capture user information of those whoCapture basic information of users who Like
Validation rules can't refer to compo Campaign hierarchies trigger validation rul
Cross-object formula fields
Calculated columns in the related list
Hierarchical relationship
Lookup filter
Campaign members
Campaign influence
Create a lookup relationship field on Add the account related list to the survey p
when records are deleted by a user when records are imported
Service cloud user
Console user
the objects that are available when buthe report format of the resulting report
Create a custom profile for users on thModify the standard profile currently share
View All for opportunities
Visible for the Sales app
view campaigns and manage campai View, create, edit, and delete accounts, con
Related list
Lookup field
The record type has not been activateThe record type does not have an assooate
Rules must be deactivated belore usinRule actions can take place immediately or
Import process fails only for the recorImport process ignores the data validation c
Add a grouping
Add a filter
Updates to the Chatter feed on a recor
Posts to a users profile are hidden from an
CliCk Reset Password on the users reLog in as the user and enter a new passwor
Add chatter groups to opportunities. Enable Chatter Feed Tracking on opportunit
Field-level security
Page layouts
To display Salesforce Answers
To resolve customer cases

Lead
Contact
Enhanced lists
Enhanced page layout editor
Community experts are designated byCommunity experts can be designated for S
Add the New button to the page layout
Select the Marketing User checkbox in the u
The standard and list price for a produProducts without a price are automatically
The business process and related pickThe fields users see on detail and edit page
Change the opportunity owner to the manually share the record with the public g
The time-dependent action is put on hThe time-dependent action will execute on J
Create a new content library.
Edit a members library permissions.
Create an email template for each la Create an email template for each language
Roll-up summary lead fields can be mStandard lead fields are automatically conve
Help text
Default text
Support users can install the Service Customers can share and install apps publi
To allow partners to access contact reTo provide Web self-service by exposing Kn
Verify the Industry field is set as req Verify the users have the Modify All Data
Create a lookup relationship field on Add the account related list to the survey p
Create a sharing rule.
Create a custom profile.
Create a validation rule.
Create a support process.
Stacked bar chart
Grouped line chart
Escalation rule
Auto-response rule
Locale settings
Assigned apps
Each contact must have a related accEach contact may or may not have a relate
Lookup field
Workflow field update
Read/Write
Read/Write/Create/Delete
Create sharing rules that give sales Add sales operations users to the default ac
Validation rules
Support processes
Place the US Sales director in a queueDefine a role hierarchy where the US sales d
Updates to the Chatter feed on a recod
Posts to a users profile can be made private
Use the data loader to upset SalesforcUse the data loader to match records betw
Create an ownership-based Sharing ruCreate a criteria-based sharing rule.
Export opportunities and update usingExport opportunities and update using the d
Create two record types
Create two page Layouts
The user will not be able to log in at alThe user will be able to log in without acti
Filters by which users can narrow dowObjects included in the search
Object Permissions
Marketing User
Tab Hidden
Default On
Set the field-level sequrity for the recCreate a new page layout for the record typ
Input area
Text area
The standard and list price for a produA product can have a different list price in
Apply a specific value to a field.
Change the record type of a record.
Roles
Multi-select picklists
Data categories control access to arti Unanswered questions are automatically es

When another record triggers the samWhen the record no longer matches the rule
Add customers to private chatter grouCreate Opportunity teams for customers.
Select the campaign record type when
Select the primary campaign source for the
Chatter files
Libraries
The user is attempting to log in with The user is attempting to log in outside of t
Auto-reponse rule
Validation rule
Create an escalation rule based on t Create an auto-response rule on the opport
Customers can share and install apps Administrators can download and customize

Salesforce Content Library Documents


User tried to login using w User tried to login using wrong username
User cannot login at all
Summary
Chart
Create an account related li Create an survey related list on account page layout
Using different sales objectsUsing different Record types and page layouts
All users of the organizationOnly recently viewed records will be refreshed
Emails not related to any re Leads not having phone numbers
Administrator can download pre built Dashboard and Reports and customize
and edit accesses of users to articles
Make the sales director roll Ask all reps to create individual reports and share with Sales director

Manager
Tabular and Metric report
None

Users customization
Users who have set their default time zone Central Standard Time

Records in the list can be e Columns can be rearranged.

Call Center

Time-Off Manager

Date(My_Closed_Dt) < Date(TODAY)


Custom checkbox

Custom picklist

You cannot upgrade the Ap Installed Packages


Sales User
Contract Manager
Campaign Statistic fields

Opportunity fields

Every kind of evaluation critWhen a record is edited and did not previously meet the rule criteria

It cannot be achieved

0,000 records into Case object


Show Details
Show Details and Add Events
User will be able to continu User will not be logged out but will be unable to save any new work.

Availability of the VP-Sales Getting the CFO buy-in


The finance team must be ad
John must be added to the sales team in order to see Sam's opportunity.
Deactivate queues
Define Data Loader mapping

Train them to leverage the Add a flag on the Opportunity identifying it for review
Managers in the role hierarcAdding managers to account teams with Read only access
Count number of activities tPipeline report
Sales Manager
Sales Operations
Track the results of Google
Analyze which keywords and advertisements a
AdWords lead conversion
Provide a training class on Give them best practices on using Tags
Product line items
Campaigns
Createacustomobjecttoholdth
Create a separate Record Type for the sales and support group
Related lists
Activities
Lead conversion
Contact management
Create 5 Address fields on t Only use the two standard addresses on the account
Create a workflow rule to suCreate an approval process to route opportunities for the legal team to rev
Ask the client what they areAsk the client if the sales people should see this report
3
4
20
40
ROI = (Total Value of Lost Opportunities- Total value of Won Opportunities)/Actual Cost
Custom Objects
User
Organization-wide IP restrictProfile-based IP restrictions
Objects
Frequency
You must have the Marketing
You must have the Territory Manager Profile
256Rows and 65,536 Column
12Columns and 125Rows
Opportunities
Cases
Deletion Capabilities
Import Leads Capabilities
Not search-able in sidebar NA in offline Edition or connect to outlook
Show Details
Show Details and Add Events
Enable Forecasting
All of the above

Develop Partner ApplicationCreate Interactive Communities


Administrator

Anyone below owner in role hierarchy

Html with Letterhead


Custom HTML
On Standard a Profile
All of the above
Records that have been shaRecords owned by or shared with users in role
An Account team role

The Record owner

Before records are importedWhen entering values in the edit page


Custom Profile
User Role

It is necessary to create ind When you change a users role, any relevant sharing rules are evaluated t
Workflow rules created afterWorkflow rules on custom objects are automati
Email Alert
Outbound Message
We can select up to 20 diffeDashboards in Group Edition organizations ar
Modify the applications to Customize standard applications provided by
Use Force.com builder to buCorrelate to tables in the database
Enterprise (100) & ProfessioEnterprise (250) & Professional (50)
Search
None

Calculated automatically

4 Unlimited
After Edits / Save

50
100
When a case is automaticallWhen a Workflow is Triggered
You need user to have a Ma You need user permission to Schedule Reports
Company Profile
None of the above

Managed package are assocAll of the above


Solution
Lead
Administration Setup
Data Setup
Maximum of 50 time triggers per rule

Validation rules

Assignment rules

Enterprise (50) & ProfessionEnterprise (25) & Professional (25)


Invoice Manager
Sales User

The list can be customized tNone of the above


Leads
Custom Objects
The installation will succeedThe installation will succeed, but only the reports,

URL
Escalation Rule Entry

Snippet
Assignment Rule Entry

Default Sales Teams may beDefault Sales Teams may be added manually to an account record
Custom Formula Fields can rCustom Formula Fields can calculate across objects
User defines amount, close None of the above
Either Reports, Dashboards,Either Reports, Dashboards, Documents, or Other Folders
Custom Link
Import Wizard
Contract Manager
Solution Manager
Case

Opportunity

Web to Lead
Web to case
Alias
Community Nickname
User is asked in a Popup winUser is logged out once he tries to do any DML (Data Manipulation) Opera
No Impact on the User as heFrom a new session, user will see everything in the New Organization Loca
Enterprise Edition
Unlimited edition
Every time a record is creat All 3 criterias can be used
Organization based Login H Organization based Login IP ranges
45
Roles & Profiles
Field Level Security
Call Center
Community
Picklist Field
Email Id Field
Satndard Picklist
Multi Select Picklist

60

Last Day of Current Quarter Last Day of Current Month


View All Data
Modify All Data
Depends on the Setting of the Administrator profile
Account
Custom Object
Lead Processes
Support Processes
No such Significance
Both A & B
Depends on Profile Settings User Records can be archived so that they are available on request
Opportunities
Solutions
Production and Full Copy S Record Ids are always different in different environment
Throws an error and dont a User is given a choice in a pop up window
MIN
Count
30
40

Record Types

Field Level Security


15

RPad
Matrix Reports
Any one of A or B

20
Vlookup
All can be used
None of A or B

500 Unlimited Fields


Matrix
None of the Above
30 No restriction on no. of Fields
Opportunities
Contacts
Console
Call Center
OWD is Public Read Write Sharing rules can be created on any of the above\
This case can never arise
Matrix Reports
None of the Above
Custom HTML
Visualforce
Opportunity
Case
Developer Edition
Unlimited Edition

Depends on the Settings


Both A & B
Opportunity Alert

None of the Above


Big Ticket Email

Accounts and Opportunity Account and Cases

4
5
After every DML Operation Admin can set the time of Refresh
History Record on Approval All of the Above
50,000 Solution Records cannot be imported via Import Wizard
Any potential revenue-genera
Any individual or influencer associated with an account
(1 OR 2 OR (3 AND 4)
(1 AND (2 OR 3)) OR 4
50,000 User Records cannot be imported via Import Wizard
Control which standard and D
c etermine whether fields are visible, read onl

The field-level security overNone of the above


10 Reports each having 2K rReport Fails and an error is reported
Deletes that particular ObjeAll of the Above
Any potential revenue-genera
Any individual or influencer associated with an account
Username
Role
The first two rows of any of The first row of any available dashboards

Validation rules for Tasks

leads and contacts ,

Track the no. of times the content is viewed/downloaded

Source report folder access


Default columns available
Case Team ,
Sales Team
Excel connector,
Merge leads function

offline connect

Documents ,

System Admin can access personal folders of users

Customize the campaign memb


Create Cross-object formula fields to display lead or contact record details
Customize the campaign hist
Display key campaign member data on an opportunity record
Create custom lookup field tChange a lead to a contact from the campaign member record
Update the campaign membe
Track the number of business accounts related to a campaign

Support Processes
Workflow Rules
When a case is created onli When a Workflow is Triggered
The Record owner
The Record creator
An active user's email addreAn Organization -wide email address
Maximum of 50 time triggers per rule
1 on 1/12/2008
2 on 1/8/2008 and 1/12/2008
The due dates for workflow tHistorical tracking is allowed for workflow task
Lookup filters are case sensitive
Opportunities
Contacts
Workflow Rules
Web-TO-Case

Record Types
SalesForce Mobile

Related List
Custom Button
Controlling which fields, rel Page section customizations
Custom Links
Custom Formula Field

Sidebar
Related List
Dashboards
Home Pagelayout
User is taken to developer.f None of the above
Workflow Rules
Packages
Scatter
OWD
Enterprise Edition
Insert, Undelete

Gauge
None of the Above
Unlimited Edition
Update, Undelete

Yes we can share, but only pYes and everyone will be able to see it regardless of access to dashboard
Yes in every type of Chart
Live Updates
Field Update

All of the Above


Outbound messages

Users, User Feed, CommentChatter Groups, Members


Language
Default Currency
Create a list view on ContacCreate a field on the Console
Validation rules can referrenIf an error message is not set, a default mess
Salesforce CRM Content canFiles
i
attached to a Chatter profile post.
The ability to take back ap The ability to send approval requests to multiple approvers in a single step
Professional
Developer
Excel (.xls)
PDF
System Administrator
Marketing User
Show customer Sidebar ComTransfer all Open Opportunities
Open tasks with a due date Closed tasks with a due date greater than 365
CASE("picklist_field")
Picklist_field(VALUE)

1000
Only if the Object is not related to any other object
Licenses
Storage and Used Space

200

Upon editing a field


Upon saving a record
Report Builder
Both Report Wizard and Report builder
UI
Java Script
Setup | Profiles | Customize

Professional, Unlimited, andEnterprise, Unlimited, and Developer Editions


200
1000
It preserves the context of It allows access to data by opening each reco
The default workflow user The last user to modify the record prior to User A
It determines the encoding. It determines the encryption.
Email-to-Case
Connect for Outlook
Tabular
You can automatically see thMeeting organizers can not use Cloud Schedul
You can choose to update thThe records will automattically update.

None of the Above


Sales Cloud
Matrix
Marketing and Leads
Solutions
Administration
Call Center
The interaction log fields disWhether the SoftPhone displays in the footer
The source report must be sto
The source report must be grouped by record name, record owner, or feed
Profiles
Groups
Master-Detail-Sub detail Relationship
Professional

Developer

The approvers delegate canApprovers can view an approval request from


Leads

Contacts

Every kind of workflow evaluWhen a Record is edited and it didnt previously meet the rule criteria

Only if they have "Import

Only if they have "Modify All Data" permission checked.

Deny a user access to other users leads


Charts
Gauges
In house Servers can be acqNone of the above
Professional, Developer andEnterprise and Developer only

600
1000
Close Date = Last day in fis Stage = First stage in list
Customer Support ManagemCampaign Management
Leads and Opportunities can be associated to several campaigns, but Contacts can only have one Cam
Assets
Contracts
Account Sharing Rules
Multi-Currency
Default values on Standard Fields

Custom Multi-Select Picklist Standard Checkbox


Profile
Both Page Layout and Field Level Security
Data Warehouse informationFlash representations of data

Person Account Default

Partner Account Default

You will be prompted to deciNothing


Edited
Submitted for Approval
Added to New Link/Create NCustom Object Reports
SF Automation
Leads

SF Customer service and support


Custom Objects

Adds an activity or sends anEdits the case


The Record Owner, a User aThe Record Owner and System Administrator
Real-time analytics
Partner
The installation will succeedThe installation will succeed, but only the reports,
Summary
None of the above
Only newly created opportuni
Only historically created opportunities reflect the change
Running a report
All of the Above

Date Range
Sales Team
Read, Create, Edit, and DeleSharing rules

only child fields are availablLookup field child is required

URL

Snippet

Email
An S-Control
Account or Contact Only
Cases
Search

Number
An S-Control snippet
Contact or Opportunity Only
Opportunities
None of the above, the user cannot see the field at all

Escalation Rule Entry


Assignment Rule Entry
Opportunity Amount multipliAmount multiplied by the discount percent
Users, Custom Objects and Custom Objects, Contract and Campaigns
View all folders his/her Sub View records his subordinate does not own but can view
The related object of the ca The mini page layout of the case page layout must be modified
Default Values on Standard F
Workflow Field Updates

Provisional
Native
Default Sales Teams may beDefault Sales Teams may be added manually to an account record
Custom Formula Fields can rCustom Formula Fields can calculate across objects
Schedule Date Only
Commit Date
Metric
Gauge
Once per user session
Each time a user views the record
User defines amount, close None of the above
Marketing User Profile allowNone of the Above
Three custom fields
Custom lead fields cannot be mapped
Either Reports, Dashboards,Either Reports, Dashboards, Documents, or Other Folders
Custom object as a lookup to
Custom object as a lookup to a custom object
Create a Task
Create an Event
Record Id
Record Number

Expected Revenue / Budgete


(Amount of Won Opportunities minus Actual Cost) / Actual Cost
The record type controls theThe
p sales process controls all picklist fields
Custom Link
Import Wizard
Cases, Contracts, Accounts, Opportunities, Cases, and Accounts
Custom Fields on Standard OCustom Assignment Rules
Campaigns, Contracts, Custo
Opportunities, Leads, and Contracts

Clickable image buttons

Combine text strings together

Pipeline reports may be oveOpportunity stages may be used to determine the forecast category of an
List Views
Related Lists
Edit Page
All of the above

Fiscal Year
Forecasting
Primary Contact and Address
Forecasting

Case

Account / Contact
25

100

Create an external integrati Enable Chatter to allow reps to Communicate with customers

Publish an article to the sol Submit an article upon closing a case


To link a workspace to a ChaTo search for files posted to Chatter from content
They can be configured to co
They can be configured when creating the master-detail or lookup relation
Drag and Drop reports onto Drag and Drop chart types onto a dashboard to create a component
Sync a Salesforce calendar Custom brand different invitations per customer
Receive recommendations for
Follow people within Salesforce organization
The current application sch A survey taken when enabling this feature
Assign data categories to a Attach only one article to a case
Relationship fields for reco Lookup fields to the Account, Contact, User,
sidebar widget
selecting profiles
creating a custom object
Price Book
Ticket
The user has activated this The users record has the "Bypass User Ident
The email activation featureThe email activation feature can be disabled through the UI.
Transfer open activities
Transfer closed activities
Read/Write
Read/Write/Transfer

Field-level security only

None of the above

OWD

Licence Type

Page Layout

Record Type

A user must be associated tA user may be associated to one role


Not necessarily the company
Controls Read / Write and Transfer Rules for each user
Console layout
Mini View
Rules given for group of useIrrelevant for Public Read / Write Organizations
U can edit the access levels Sharing rules apply to all new and exisitng r
Queue
Roles
Detail View
Related Objects
Case escalation rules are deCase assignment rules are deleted
Contacts
Campaign
To escalate any case within To send an auto response email to customers
Associate the new role to PhiNone of the above
The document tab contains Access
a
to folders does not roll-up through role hierarchy
5 Megabyte
25 Megabyte
Neither True nor False

Changing to number from PeChanging to one Currency from any other currency type
Data Validation run on the cData Validation rules are not enforced when u
Data validation ensures the Data validation ensures the integrity of data when data is exported in SF
The due dates for workflow tHistorical tracking is allowed for workflow task
Workflow Field Updates
Workflow Actions
When you transfer records frYou cannot change the specified groups or roles for sharing rules.
Existing organizations need Attachments
t
are now searchable for tasks and
Private Sharing Model

Activities

Vertical Bar

Funnel Chart

Accounts, Contacts and up tIt can access all that a Chatter Free user can
Files attached to a Chatter pFiles uploaded to the Documents tab
Schedule future runs
Show/hide details
350
View of records that users aFields available for view in related lists
Profiles
Role Hierarchy

450

Dashboards
Reports
Contact Manager
Group
The master records are deleThe intersection object is deleted
Chatter Invitations
Files Tab
Both active and inactive useEach user must be associated with a profile.
Email Report

Preferred Start Time

40
Lets you make calculations None of the above

80

The maximum number of Lead


Can add converted leads to a campaign
You can change the std fieldYou can remove required std fields from a page layout
4000 character is the limit Formula can reference themselves

User Profile
Solution Sharing Rules

None of the Above


Campaign Sharing Rules

only administrator can revoke the approval process

Approval process is revokedApproval changes to pending stage due to conflict within approvers

Trusted IP Ranges
Delete records

Change ownership

When you are assign a reco When it is edited to meet the rule trigger criteria
Email Alerts and Field updatRules and Tasks
After a record is created
When a record is cloned
Create mobile alerts
Create section updates
Kathy can edit and view PhilKathy can view but cannot EDIT phils oppurtun
By changing the Org wide defaults
Phil can EDIT and VIEW TimsTim can VIEW and EDIT Phils account

Unlimited Edition
Professional Edition
via the Salesforce UI
Request will be sent to Sale Request will be sent to VP of Global Sales for approval
Chat
Customer Portal

They include IP addresses thThey approve login requests from unknown browsers and IP addresses.
It is required to access SF o It is required to identify regular SF users.
Logout then login again
Change their language personal preference to Spanish
Lookup fields change the re Lookup fields can be used to delete an object
By creating a lookup field By defining pickup list values

Assign users and profiles to Enable the chatter feed sync with Outlook
Follow posts and comments Auto-follow
f
dashboards created by the user.
Use Connect for Outlook becExport those records using weekly data expo
On the Home tab and Chatter
On List Views.
You can now choose whetherThese enhancements will automatically apply without the need for setup.
Group and Professional EditiYou get scatter charts, a new chart type for re
30
40
Grant the sale manager the Grant the sales manager the "View My Teams Dashboards" permission.

The old report wizard will beOnly Group and Professional Edition organizati
3
4
This is a bug and must be esMass mail is not enabled for the profile.

3000
2000
Modest operating expense No capital expense
Select the To: Me tab to see Click groups and users to view their feeds

Trialforce Email Branding is Trialforce Email Branding only applies to users who sign up for your applic
What email gets sent if the R
Whether or not the record gets deleted
Apex before Triggers, Apex aEmail Alerts, Outbound Messages, Field updates
Contacts to Tickets
Contacts to Accounts
True. If Object permission is False. If Object permission is disabled.
75000
100000

4000

3000

Summary
Be enabled and disabled by Print list can be exported to excel

Hours_Worked__C <> 0

Hours_Worked < 0
20

30 Unlimited

The roll up summary field is The roll up summary field gives you a summary of the data type and objec
When the return key is pres None of the above

oved (folder can be hidden)

Child to a parent object


Managed Package
eate profile
Document tabs count against overall storage
Create
Delete
Event
Attachments
The running user only
The administrator.
Tabular and Matrix reports. Tabular, Summary and Matrix Reports
Employee number
Delegated approval
AOL
Google
4
5
Ideas
Leads
1 Hour
1 Minute
Links two page layouts togeLinks two Salesforce.com instances together
3K
4K
Can reference standard, custYou cannot use Case statement in a Formula Field
Which fields, related lists, Rollup summary
Default settings
Assignment Settings
Contacts
Leads
Allows you to define different
Allows you to define different sets of picklist values only for new picklist
Anyone above owner in roleAdministrator
Edit Documents
Create Public Documents
10 MB
50 MB
Delete the Field
calculate a value based on a formula you create
Std reports can be customi Std reports give you access to data you cant normally see
Gauge
Filters

You can enter records throu Multiple error messages may be displayed at
50000
500000
50000
500000
1000 No Limit
250
500
It can load all objects, incl It cannot load custom objects
The user terminates the sesThe user is able to work without issues but c
To capture unique data of thWhen there is a need to add custom tabs
Hide details and add eventsAdd events
Organization wide default Sharing role
Public groups
Sharing rules
Delete on solution
View on solution
Assignment rules
Record types
Inline editing is possible wit Record types can be changed in list views
No, only multi select pickli No, only 1 custom field can be created per object
The designated weblead own
Salesforce.com support group
Google adwords
S-controls
As short as an hour and as As short as a month and as long as an year
Enable Email Tracking.
Show Event Details on Multi-User Calendar Vi
Go to Tasks tab and find theThere is no such standard functionality yet in Salesforce.
3
4
Related Lists
Contact Phone Number
Time Zone
Default Currency
Enable Advanced Currency Choose a default currency
Territory Management
Advanced Currency Management
An inactive
You can only edit the controll
You can only edit the dependent field
Master-Detail Field
Look-up Field
Sharing Rules
Workflow Field update
A record
A report
View Setup and ConfiguratioManage Profiles and Manage Users
Opp Tab
Account tab
Open Activities
Closed Activities
Account name
None of the above
salesforce.com users
anyone who has a login to IdeaExchange
For oppurtunity objects recoRecord types implement business processes t
The data in the field is save The field appears in deleted list from where it can be undeleted
Page sections
Related lists
To allow users to use differ All of the above
Summary
Tabular
Many-to-Many Relationship All of the above
List Views for Sales Teams Enhanced Page Layout Editor

Cases
Email Messages
Number
Percent
Leads
Contract
Opportunities
Custom Objects
All related events, tasks, c Cases can never be deleted
Create
Edit
There is no such thing as Knowledge Sidebar.
That is not the right click p They created their Salesforce Org after the Spring 11 release. Thus there i
Activity Attachment EnhancEmail Association Enhancements.
Chatter Charts
Scatter charts
4
5
15
3
Additional Case Article FieldSalesforce Knowledge Sidebar for the Service
When importing data file si Standard users can import upto 50000 account or contact records per ses
Salesforce CRM checks whether
Salesforce CRM checks whether the users profile has login hour restriction
Profiles
You can map Text or Text Area
You cannot map auto-number fields to fields of
The first campaign linked to the lead, based on time stamp, is mapped to the new opportunity
Weekly and Monthly
You can transfer to both queues and users
Email-to-Case or On-Demand
Assignment rules
Enables users to receive an API token
3200
Delete campaigns
Configure advanced campaign setup
Can be used only to update Can be used to read,extract and load data fr
If your organization uses person accounts and youre exporting contacts, person account records are i
List views are customizable I can change my list view format for any rec

Just about every link in SF When I hover over them, I begin to levitate in
I will feel so guilty that I
I will need to delete the duplicate record I h
Both
Selecting multiple records wiCalling Bill and making him edit my fields for me
Red
nd edit my info
Any individual or influencer Any potential revenue-generating event (sales deal ) that you want to tr
A contact
A campaign
Import the lead into SFDC using your Outlook email account
Accounts
Accounts are created after you have closed an opportunity or deal. An account must have a closed op
It rubs my feet before I go to bed each night.
Close Date should be the be
The amount field is not for the estimated amoun
I can invite participants to Events automatically move to Activity History when the time of the Event
Events
Tasks

Connecting SFDC with Outlook and submitting contacts and leads to SFDC directly from my email
Tabs of that object type will not be visible, Fields of that type will be visible on other tabs, related lists
Division that is applied, by default, to all new accounts and leads created by the user, unless he or she
summary and table
Matrix and tabular
The running user does not hThe report is saved in a folder you do not have access to
Any user can view all recordOnly the running user can view the dashboard
The child object in lookup is The lookup is required always
Field level security
Page layout
The user is not able to see itThe user is able to edit it but not able to save it
It can only be used in StandIt can only be used in Custom Reports
DATE(date_c)=DATE(today()DATE(date_c)=YEAR(today() )
There are no opportunities There are no leads converted here
Get assigned to the user's teBased on territory field
Transfer the account
Delete the account
Solution
Case tasks
They are upgradeable
They cannot be deleted
Junction Objects
Objects on managed packages
Standard checkbox
Custom checkbox
Accounts, opportunities, conAll organization data
All users in central timezoneAll users in the organization
A workflow rule has workflo A workflow approval triggers on manual submission whereas a workflow ru
Associate exisiting contacts Associate upto 50000 existing leads to the campaign
One account field
one solution field
To let the user select values To ensure all are using the same set of business rules
To check if web to lead is w To ensure duplicate records are not created
Contact campaign related lisCampaign history report

Yes, roll up summary field No, accounts cannot be edited


No (as importing leads cannNo (accounts can never be deleted)
Pie
Table
Table and gauge
Table and line
Each solution can be associaEach solution can be associated with multiple cases and a case can be ass
List AppExchange Packages Visit AppExchange Packages
Contains Rule Entries that dEmail Template response content published on your web site
Virtual storage bin used to Users have visibility into the Lead Queues to which they are members
One contact can belong to m
One Account can have multiple Contacts
Campaign Manager only
All users of Salesforce.com who have access to Campaigns Object
Marketing User only
All users
See All Data
Change All Data
The Running User follows the
The Running User follows the sharing model and will allow the users who s
Specify a frequency
Set start and end dates
Formula Fields which cannotCalculations on summary fields
Records
Campaigns
Eleven
Twenty-three

Can be assigned only automa


Associated to Contacts and Accounts
Solutions Queue
None of the above
3
Configure UI
Create and Edit Forecasts
It is enabled by default

View Encrypted Data


Create and edit account assignment rules

8
Daily: 100 Weekly: 52 Monthl
Daily: 365 Weekly: 52 Monthly: 12 Yearly: 1
Case Status
Solution Status
No. But it can be hidden or None of the Above.
The account is deleted, but the Widgits remain in Salesforce CRM
Sets an Out-Of-Office Message
48 hours
Currency
Information Currency
zation Default Time Zone.
Attachments, notes, open acContacts (on business accounts only), attachments, notes, open activities
7.30%

You can created a Master-Detail Relationship between two Custom Objects?


Manage All Data
View Setup and Configuration
Transfer closed cases
Transfer open cases
Your organization is limited to no more than 200 scheduled dashboard refreshes. Unlimited Edition use
JavaScript
Custom HTML
40
50
Once every 15 days
Once every 5 days
255
128
256
When a case is escalated this
When a case is created via Web-To-Case this use
Time zone set in the user's profile
1) Maximum length of 32,000
1) Maximum length of 32,000 chars. 2) Any length from 256 to 32,000 cha
My Accounts Territories
The format for date and currency fields captured online is taken from the users browser settings
Set up Email-to-Case
Mass Transfer Cases
Currency
Date Fields
Record currency
Active currency
Record
Inactive
Change the personal currencChange the record currency for opportunities
Delete user records.
Reset all user passwords.
Manage Specified custom obCreate new user profiles.
Username
Community Nickname
Solution Manager
Marketing User
Solution Manager
Marketing User
Contract Manager
Read Only
Contract Manager
Read Only

Contract Manager
Read Only
The integrity of historic dat The user is prevented from accessing Salesfor
Setup | My Personal InformatSetup | Customize | Grant Login Access
Mai, the sales rep, is promotMac joins the company as a sales director.
View the login history.
Reset the password.
Enable spell checker
Enable Chatter for specific users
Modifying values of calculate
Updating field values on enhanced lists views
Calculate the sum of a number
Edit multiple records directly from a list view.
Look up hovers
Task hovers
Language
Search Settings
Messages and alerts
Analytic snapshots
Admins can reset passwordsAdmins
f
can assign a password to a set of user
Login IP ranges
Password policies
Whether the users profile hWhether the users profile has IP address restr
They include IP addresses thThey approve login requests from unknown browsers and IP addresses.
It is required to access SalesIt is required to identify regular Salesforce users.
The user will be able to con The user will be logged out and any unsaved work in progress will be lost.
Public groups can be createdPublic groups allow users to delete personal accounts.
Accounts
Opportunities
Field-Level security
Sharing Rules
Update the organization-wide
Upgrade the role hierarchy and assign members of the group to a role at t
Create a new record type foSet the organization-wide default sharing to private and create a sharing r
By changing the organization
By creating six account sharing rules to share the records between the thr
Page Layout
Sharing
Set the field to hidden usingRemove the field from page layouts.
View All Data
Read for Opportunities
Determine the roles in the r Determine what users can do with the records they can access
Related list
Page layout
Modify All Data
Modify All
Public Groups
Sharing Rules
Read-Write FLS checkbox forHidden FLS checkbox for Standard User profile
Set the account number field
Set the organization-wide default settings for accounts to read-only
Create a custom profile and Modify a standard profile and enable custom object permissions.
Field-level help for standardCustom formatting can be applied to standard
Delete standard fields.
Remove non-required standard fields from a p
Lookup fields change the re Lookup fields can be used to delete an object.
Only child fields are availablLookup field on child is required.
The master records are deleThe intersection object is deleted.
Opportunity sales process Campaign hierarchy field
Email field
Number field
Create a lookup field from aCreate a custom formula field.
The field-level security for The values that appear in the dependent field
List views can be filtered byList views can be filtered by record ownership.
Create a role in the hierarc Assign the feedback page layout to the appropriate user profiles.
By creating a lookup field By defining picklist values

Users cannot view records as


Record types can only be assigned to one profile at a time.
For opportunity objects, rec Record types implement basic business proce
When different picklist valueWhen multiple page layouts are required.
Remove all but one record tyAssign the relevant record types and sales processes to the regional sales
Create a validation rule to Create two separate page layouts.
Create a separate lead proce
Create a unique list of opportunity stage picklist values for each sales proc
The field values are archivedThe field is removed from associated page layouts.
Fields must be removed from
Fields used in workflow and assignment rules
Formula fields can referenceFormula fields can reference fields on a parent object.
Create a cross object formulCreate a roll-up summary field to calculate the discounted amount.
Create a cross-object formulCreate an account workflow rule with an opportunity field update.
Forecast category
Probability
Big Deal Alerts
Opportunity field history tracking
Chatter Groups
Opportunity Update Reminders
Add Amy to Bobs default a Add Amy to the role above Bob in the role hierarchy
Quantity
Production
Lead
Contact
Campaign Member
Contact Role
Convert Leads profile per Import Leads profile permission
The lead formula field valueThe lead formula field value can be mapped to a number field on the acco
Create an escalation rule to Create a validation rule to route unassigned leads.
Create a default sales team Create a queue for each regional group and a lead assignment rule to rout
75,000
100,000
Import new leads and assocAssociate existing contacts with the campaign.
Assign the user to the standCreate a campaign sharing rule to grant access to the user.
Create a campaign hierarchy
Create a cross object formula field to calculate summary metrics.
Contacts
Campaign
Case teams
Contact Roles
Partner portal user
Queue
The default case owner speci
The user who created the assignment or escalation rule
Workflow
Validation Rules
To escalate any case within To send an auto-response email to customers
Ability to control the visibil Ability to control the visibility of specific solutions in the Solutions and Cas
Salesforce Content
Self-service portal
Dashboards
Ideas
Tab colors and fonts
Page Layouts
Sharing Rules
Workflow rules
Make the Answers tab visiblMake the Communities tab visible to all users
Users can only vote for and Child ideas can be deleted individually.
Recent Ideas and CommentsRecent Ideas, Top All-Time, and Comments
Related list on case records Chatter Knowledge tab
Knowledge uses data categori
Knowledge automatically creates a solution for each new article.
Recurring tasks can be assi Validation rules can be created for tasks.
Remove the phone number and
Select the Mass Email checkbox on the DNC co
Record Page
Chatter Group

Record Page
Chatter Group
Record Page
Chatter Group
Public Chatter Group
Private Chatter Group
A users manager
Profiles are not editable
Ask questions to gain verticaAsk questions about bonus schedules.
Enable invites to allow usersAssign Chatter Free licenses to existing Salesforce users.
Link a Salesforce Content libPost files from a Salesforce Content library to a Chatter feed.
Only Salesforce Content ObjOnly Attachments and Documents
Mass Delete Records
Store Attachments Locally
Related custom object recorClosed cases
8
15
Merge Leads function
Data Loader
When importing data, file si Standard users can import up to 50,000 account or contact records per se
500 records for end users. 5End users cannot import records. 50,000 records for Administrators impor
Connect for Office
Excel Connector
Can be used only to update Can be used to read, extract, and load data fr
Mass Delete
Data Loader
They allow you to override fThey can make fields conditionally required.
Must be included in your impor
Can be removed from page layouts.
Workflow Rules
Auto-Response Rules
Page Layout
Field
Data Validation ensures the Data Validation ensures the integrity of data when data is exported from S
Workflow field updates
Record types and read only page layouts
Web-To-Case
Salesforce Mobile
Include attachments.
Export a subset of records for a given object.
Once a month
No limit
Account report export
Account analytic snapshot
Makes content available to rTracks how often content is viewed or downlo
Each user has a personal fo Chatter Free users can access report folders but cannot see results returne
Create and share data categDesignate running users.
Dashboard folder access
Dashboard properties
Can be modified and overwrCan be modified and saved as new reports
Matrix report
Custom report
Matrix report
Custom report
Tabular report
Pivot report
Funnel
Donut
Pie Chart
Donut Chart
Pie Chart
Donut Chart
Funnel Chart
Scatter Chart
Funnel Chart
Scatter Chart
Vertical Column
Line
Summarized fields
Custom summary formulas
The calculation only appliesThe formula can reference custom formula fields in the data.
Fields on individual records Grant total fields
Summary formulas
Date Fields

Summary reports
Enhanced list views
Schedule a report to be emai
Schedule a report to run at approximately 6:00 p.m.
Opportunities for which the Opportunities owned by the user running the report and user in the same
Move the opportunity reports
Use the Show filter to filter report results and reduce records returned.
Only users in the same role The running user becomes the default owner of the dashboard.
The dashboard refreshes autThe data displayed varies based on the user viewing the dashboard.
Standard Opportunity
Standard Account
Gauge
Table
Gauge
Table
Gauge
Table
Gauge
Table
The dashboard is a dynamicThe dashboard has not been refreshed.
The fields available to includThe objects included in the report.
Each A record does not haveA records may or may not have related B records.
After a record is created
When a record is cloned
After Escalation rules
After Assignment rules

Email Alerts and Field UpdatRules and Tasks


Create mobile alerts.
Create section updates.
Assigning a case to a queueAssigning a follow-up action to a support agent
Create an escalation rule to Create an auto-response rule to send an email alert to the account owner.
Create a validation rule to Create an escalation rule to escalate the opportunity to management.
The user must be in the same
The user must be setup as a delegated approver.
The approvers delegate canApprovers can view an approval request from
Request will be sent to bothRequest will be sent to VP of Global Sales for approval
It is available to users with It is available to partner portal users.
Mobile Lite must be enabledMobile
b
Lite users must have a mobile license assigned to them.
Select syncing direction andRun a first time synchronization for each user.
Every time a record is upda Every time data is synchronized with the server
When looking for pre-built cTo submit ideas for Salesforce application enhancements
Download AppExchange PacCreate AppExchange Packages
Customize
Deploy
Create a snapshot of your foInclude partner opportunities in the forecast.
To Me feed
All Company feed
Create new accounts in Sales
Add the email to a case in Salesforce.
Each instance of a recurringUsers who follow the record will see the task in their Chatter news feed.
State and country picklists aPlanning and feature enablement require working with salesforce.com.
Rules can set the record typIf you add a rule entry and not assign a sort order to fire last among all oth
When there is an active apprIf that object is a target of an analytic snapshot.
A Splash page.
Visibility to at least User Profile.
This feature can retroactivelThis includes automatic emails such as those sent through Web-to-Lead an
The Read Only profile is disaThe User License picklist has a Salesforce Platform value.
The Who field must be a ConThe Who field must have a valid person's name - that is, a name or a nick

If a campaign member based


You
o can not deactivate a Workflow rule with a pending Time-Based Action.
Each Campaign can have unl
Each Campaign can only have one Parent Cam
A profile contains the settings and permissions that control what users with that profile can do within S
This can not happen as it is Responses will still be sent if Bruno is the Default Lead Creator.
The custom object, its data The object's data records currently in the Recycle Bin can only be restored
Roles can control the level of visibility that users have into your organizations data.
Formula fields can referenceFormula fields can reference fields within the same object, a parent object
Define mini page layouts to Assign
c
users to a console layout to provide the
Usability
Transferability
Print an annotated version oSave an Approval Process Template that can easily be replicated and mod
Values in Lookup Fields are You can build a Custom Lookup Relationship between an Object and itself.
A default Task will be createA default Outbound Message action will be cr
When employees want to see
When an employee wants to see his performance based on a key metrics.
The default landing tab.
The Roles who will have access to the app
It has a Field Pane that List It requires Report Builder user permission.
Role Hierarchy
Profile
Owner
Currency
Create an Event so that it enSet an Event to recur and you'll get a Multi-Day Event.
Reports and Dashboards
Documents and Contents
Salesforce CRM System Admin
All Custom Reports are built based on a certain report type.
Chart Position relative to theChart Size in terms of pixels or inches.
Margie does not have visibi She does not have the Marketing User checkbox checked in her User Profi
Advise the user to use a legEdit the User Interface to enable Accessibility Mode for your Salesforce Or
Changing to or from type DaChanging to a Currency from any other type.
When you add a Lead to a Ca
A user gains ownership of a Lead record once it is assigned to a queue he
If an opportunity's account m
If an opportunity's account moves completely out of the territory and its c
YEAR( My_Date__c ) <= YEAR
OR ( YEAR( My_Date__c ) > YEAR ( TODAY() ), MONTH( My_Date__c ) <= M
Shop for apps and component
Share your own customizations as an app on
Roll-up Summary Field can automatically display a value on a master record based on the values of re
Visual Force Tab
If multiple sharing rules giv Managers in the role hierarchy are automatically granted the same access
When a Case is created, it i Default business hours on cases can be updated with business hours on e
Default Case Owner.
The Owner selected by the last Rule Entry.
Workflow Approval Process Sales Process
Solution Manager
Global Administrator
All Opportunities associatedAll Activities associated with the Contacts wil
The import wizard will ignorThe import wizard will ignore the following pieces from account names wh
Email Address, Username, Title, Company, Department
The field-level security acceThe hours during which and IP addresses from which the user can log in
Email-to-Case
Self-Service Portal

Access to a Folder's contentYou can make a folder available to your entire organization, or make it priv
The Hospital Director wants A Marketing Manager would like to see a report on Accounts with Account
CloseDate < DATE(TODAY) CloseDate > DATE(TODAY)
You can add a chart to a StaYou can save your customizations made on a standard report to modify th

Configure the workflow actioActivate the workflow rule.


Allow Forecasting
Force.com Flow User
All Standard and Custom ObAll Custom Objects and Some Standard Objec
They are the stages of the sMilestones represents the entitlement of a customer.
Select the associated DashbSelect email recipients.
Financial Managers (custom Opportunities
Community Nickname
Title
Solution Manager
Marketing User
Sharing rules apply to both When you change the access levels for a sharing rule, all existing records
Custom Fiscal Years could b A Standard Fiscal Year always starts in January and ends in December of th
The affected user is AssigneThe user is in Accessibility Mode.
Custom S-Controlls and Apex Triggers
Custom Object Tabs.
ApexScript Tabs.
Search for contacts and le Mass Add Leads to Campaign and Mass Add Contacts to Campaign from th
The Responded value of theThe leads she added were already converted to opportunities.
Formulas are reusable accros
You can create Custom Summary Formulas in all report formats.
The event falls outside the You have not yet invited any other user to thi
Ensure that both John and t Tick the 'Allow Forecasting' checkbox in that Regional Sales Manager's use
Activity History.
HTML Email Status.

At the New Lead Standard FiAt the Edit Lead Field Page. Tick the External ID Checkbox.
Build a new relationship be You can not build a relationship between Person Account and a custom ob

Scatter chart can not be ad After you add a grouping to a Tabular report you can proceed to add a cha
John can still create contac John can still create contacts to any accounts.
Other users, Personal and PuUsers, Groups and Profiles

Users can create list views The Console tab is just like other tabs in Salesforce except that the consol
Decimal-place precision on You can add a chart to a report that does not have any grouping.
Allows you to manually add Allows
a
you to set a criteria to automatically assign multiple influential cam
You can't change the organizWhen a custom object is on the detail side of a master-detail relationship
If the amount is greater tha If the amount is greater than $5,000 and the f

The Case Team is automatica


You can not delete a Predefined Case team.
Mass Transfer Workflow ApprMass Update Addresses
Set the Default Approver
Enable Email Approval Response
When an account owner is not
To simplify user management in organizations with large numbers of users
Two Support Processes
More than one Escalation Rule
Installed Packages
Storage Usages
Workflow rules can be triggeCross-object field updates only work for custom-to-custom master-detail re
Activate a new validation r Because validation rules run on the Self-Service portal, make sure your va
Look up between a custom ob
A Master - Detail relationship between two custom objects.
Validation rules >> AssignmAssignment rules >> Validation rules >> Auto-response rules >> Workflo

System Permissions
App Permissions
It sets the basis in Forecast It allows you to see similar opportunities which could provide relevant info
Quotes, Quotes Line Items Cases, Solutions, Entitlements
All Standard and Custom FielSome Standard Fields can be used as Dependent Fields.

Regardless if the lead is a If you convert the lead from the Campaign Member Detail page of a certai
After Saving a Custom ObjecAfter Saving a Visual Force Page.
Outbound Calls, Field Level S
Outbound Alerts, Field Updates, Tasks, Email Messages
A CEO wants to be notified vYou don't want users to enter unwanted words in a field.
John access to the Files Tab.John is not a Salesforce CRM Content user.
Add Multiple Users option atUser Import Wizard.
You can only delete a holidaDuring Holidays, access to Salesforce CRM is restricted.
Leonard, a System AdministrRaj has a Solution Manager profile and is set to be a Marketing User.
Activity List Views
Console
A customer submitted a case
A Case is created by the support rep during a customer call.
He needs to ask the SystemThose are Private Events which do not appear on Multi-User View.
If a Field is hidden to a Man If a Field is hidden in the Page Layout of the Manager Profile, a Role Hierar
Data Loader Export and Expo
Import and Export Wizard
VisualForce Page Access
System Permissions
Google Docs, Chatter: Feed posts and tracked changes, and Quotes
A sales team is a group of uA Sales Team is a subset of an Account Team.
Salesforce automatically assThere is no Managed package that doesn't have a license.
Disable Half-Life.
Enable voting.
Links on records under Recent
Clicking Printable View, Check Spelling and Help for this Page links opens
Any number of steps that determine the sequence of actions to take when a record matches the criter
Users with Customize AppliUsers with "Create Workflow rules" permission.
User Profile.
New Custom App wizard.
The Report Wizzard will no loThe Report Wizzard will still be available in Accessibility Mode.
If you disable advanced currAdvanced currency management requires a custom fiscal year structure.
The new owner has at least Read/Write/Transfer permission on the object.
Salesforce stores deleted cuAssignment or Escalation Rules that rely on the custom field data will ceas
When closing a Case.
Upon reply from the customer.
Salesforce evaluates time-ba
Salesforce executes time triggers that reference null fields.
When importing 1900 new rec
When Mass Deleting more than 250 records at a time.
Visualizer Wizard
Jump Start Wizard
If you disable advanced currOnce ACM is enabled you can not disable it.

Upon editing a field


Upon saving a record
Determine the visibility of thSet the fields included in the List View.
Tab Style.
Content Frame Height (pixels).
Folder Access is controlled Folder Access is controlled by permissions while Record Access is controlle
He can still create workflow Mr. Young can create a workflow rule on Campaigns but not on Contacts.

Ownership of all related TaskIf duplicate records are found, you have the option to transfer one or all th

An export file containing th An export file containing the records will appear in Data Export.
Trigger a Mass Mail to leads Notify the owner of owner of the new lead upon its creation.
If the record is a Campaign, You can still edit the default action for initial submission and recall actions
Accounts, Person Accounts, Accounts, Person Accounts, Contacts, Leads
Some deleted items still couActive or archived products, price books, price book entries, and assets do
Dashboards
Reports
A Workflow Rule updates a fie
You convert a Lead and an Active Validation Rule that disallows that Lead's
Mass updating divisions.
Upsert of Leads.
Rebuild workflow rules.
Re establish broken look up relationships.
Standard fiscal years can start on the first day of any month.
When an account owner is not
All users that require visibility to the entire organization should be next to
Create Question Validation RSet up Answers Validation Rules.
Manage Email Client ConfiguManage Package Licenses
Startup Wizard
Standard Wizard
When defining validation rule
A validation formula must always start with a conditional IF statement to d
A Multi-day Event is a recur There is no Multi-day Event in Salesforce.
You can't add or remove time
Salesforce will never execute any time trigger action beyond the 500 per h
Address
User and Feature Licenses
If you are inviting multiple You can't invite a user from a different time zone. You must set all users to
Final rejection actions are t You can use email approval response with an approval processes in which
Create a Validation Rule to Set these fields as Read Only in the User Object Page Layout.
Support for complex and freSupport for transferring users between territor
List Views created by a StanList views created within the Console Tab
Automatically insert leads for those who send email to a designated email address.
Salesforce runs validation r The Data Loader and the Force.com API version 7 and later no longer run v
Roll-up Summary fields
workflow rules with field updates
Lookup relationship
Formula
Campaign lists
Campaign hierardhy
Create a lookup relationshipAdd the survey related list to the account page layout.
when records are edited by When records are updated by a workflow rule
knowledge User
Opportunity User
The custom summary formulas
the fields that can be used as columns when building a report
Assign the facilities team toConfigure field level security on the new object for the facilities team.
View All Data
Read for opportunities
View, create, edit, and dele Search for records that were not previously downloaded to a mobile devic
Custom link
Child field
The record type has not been
The record type has not been added to the sales user profile.
All existing records are eva Rules can be evaluated when records are created or edted.
import process requires userimport process aborts when it encounters the first invalid record.
Add a gauge component
Schedule a refresh time
Posts made to a users profile
Posts to a users profile can be made private by clicking the lock icon.
Click Unlock on the users r Send an email to the user containing the users password.
Add sales engineers to accoAdd sales engineers to opportunity teams.
Support processes
Permission sets
To display Salesforce Soluti To display for customer self-service

Opportunity
Case
Enhanced profile list views Inline editing
community experts can deleCommunity experts can manage Salesforce Ideas categories.
Grant the user Read profileSelect the Manage Campaigns profile permission.
A product can have a differen
Price books that contain assets cannot contain products.
The fields users see in reporThe record types available to each role and profile
Add the public group to the Add the public group to an opportunity queue.
The time-dependent action iThe time-dependent action will execute on July 30.
add tags when editing conten
Share content with other users in Chatter.
Create an email template foCreate a single email template and use the translation workbench to trans
Custom lead fields can be ma
Custom lead fields can be mapped to custom object fields.
Label
Field type
administrators can download
Partners can download accounts and contacts to collaborate on sales deal
To allow customers to log anTo share support reports and dashboards with high-profile accounts
Verify the users have the Ed
Verify the field-level security for the Industry field is not set to Read Only
Add the survey related list Create a lockup relationship Field on the account object.
Modify a standard profile. Change the organization-wide default settings.
Create custom fields.
Create a page layout.
Donut chart
Funnel chart
Assignment rule
Workflow rule

Record type assignment


Field-level security
Each account must not haveEach account may or may not have related contacts.
Roll-up summary field
Cross-object formula field
Read/Write/Create
Read-only
Define a role hierarchy wherManually share all records owned by sales representatives with sales oper
Record types
Page layouts
Give the US sales director read/write/edit/delete object permissions on the profile.
Posts to a users profile are Posts made to a users profile are visible to all users in the organization.
Use the Excel connector to Use an external ID field to match records between the systems.
create a case assignments rCreate a case escalation rule.
create a list view for opport Use similar opportunities to update the opportunities
Create two permission sets.Create two sales processes.
The user will be able to log The user will be able to log in after answering a security question

Fields being searched on forColumns displayed for each object


Mass Email
Active
Default off
Read-only
Add the record type to the rAssign the record type to the appropriate profiles.
Text and image area
Text area
Price books that contain assProducts without a price are automatically added to the standard price bo
Update the value of a field oUpdate the value of a formula field.
Record types
Page layouts
Community experts must beAnswer
i
can be displayed externally on a customer or partner portal.

When a validation rule is tri When the action is deleted from the workflow queue
Add customers to libraries. Use Chatter files to share presentations
Use the campaign influenceUse
r the campaign hierarchy related list on the opportunity
Documents
Attachments
The user is attempting to log
The user is attempting to log in with the wrong username
Email-to-case
Support settings
Create a validation rule tha Create a workflow rule on the opportunity object.
Support users can install th Partners can download accounts and contacts to collaborate on sales deal

ount page layout

ge layouts
refreshed

nd customize

orts and share with Sales director

me zone Central Standard Time

previously meet the rule criteria

be unable to save any new work.

Completing the roll-out of the new opportunity page layouts


m in order to see Sam's opportunity.

fying it for review


with Read only access
Forecasting

Measure effectiveness using the Google AdWords dashboard and intelligently optimize your AdWords c
Show them how to use Featured tagging

he sales and support group


Recurring events

s on the account
opportunities for the legal team to review.
ould see this report
5

ortunities)/Actual Cost

Solutions
Import Opportunity Capabilities
Cannot reference other formulas

All of the above

XML Templates
Records for which you have Read permissioAll of the above,
The Record creator

relevant sharing rules are evaluated to add or remove access as necessary


Workflow rules trigger automatically and are invisible to the user
All of the above
All of the above
Group standard and custom tabs into new custom applications
All of the above

ule Reports

Opportunity

Dynamic Routing Approval

ly the reports,

manually to an account record


e across objects

ents, or Other Folders

do any DML (Data Manipulation) Operation i.e. Save, Edit etc.


verything in the New Organization Locale"

Marketing

Last Day of Current Year


None of the Above

Solution Processes

at they are available on request

ifferent environment
Average
None of the Above

Roles
No Limit

Cases
Campaign
of the above\

Solution
Enterprise Edition

d via Import Wizard

ed with an account

a Import Wizard
All of the Above

ed with an account
The Complete Dashboard set by the User himself

viewed/downloaded

folders of users

o display lead or contact record details on a campaign member record


on an opportunity record
campaign member record
nts related to a campaign

An Account team role

rkflow task
Cases

Self Service Portal

Validation Rule Error message


Rollup summary

Apps
Visual Force Page
Metric

Insert, Update, Delete

A Sales Team Role

e it regardless of access to dashboard

All of the above.


Video Files.
s to multiple approvers in a single step
Enterprise,

None of the Above.


Microsoft PowerPoint presentations.
Contact Manager

Solution Manager
Enable Drag-and-drop scheduling on List Views
Closed tasks without a due date that were created more than 365 days ago

Manage Currencies

Fiscal Years

All except Group Edition

All except Professional Edition

It allows agents to take notes in an interaction log while in a call.


rior to User A

Administrators can add or remove the New Meeting Request button on multiple page layouts using th
The conversion will fail.

Service Cloud2

Sales Cloud2

Content Library
Sales Center
The objects displayed in the navigation tab
by record name, record owner, or feed post.
Files

Unlimited

Opportunities and Quotes

Leads

All Editions are supported

Approvers can only access an approval page from the application

t previously meet the rule criteria

permission checked.

All of the above


Developer, Enterprise and Unlimited only
2000

s, but Contacts can only have one Campaign

Custom Checkbox

All editions

All of the above

inistrator

ly the reports,

es reflect the change

see the field at all

ot own but can view

ge layout must be modified

manually to an account record


e across objects
Opportunity Close Date, Product Date, Schedule Date

ents, or Other Folders

om object

s Actual Cost) / Actual Cost

Opportunity Line Items, Cases, Accounts, and Contacts

determine the forecast category of an opportunity

None of the above


All of the above

Solutions

municate with customers

Publish at-will, with "Manage Articles" profile permission


from content
ng the master-detail or lookup relationships
ashboard to create a component
er customer
Post updates, files, links to Chatter pages

Lookup fields to the Activity object

Solution
The user is logging in from an IP address within the list of trusted networks.
disabled through the UI.

Salesforce Edition

Security Settings

ules for each user

ganizations
When u modify which users are in a group rule, the sharing rules are re-evaluated to add/remove acce
Roles and Subordinates

ustomers

rough role hierarchy

other currency type


Validation rules can be activated / deactivated by the user
y of data when data is exported in SF
rkflow task
Workflow Email Alerts
oups or roles for sharing rules.
Unlike before, HTML attachments is always available and can no longer be disallowed.

Donut

Line Cumulative

It can access all that a Chatter Free user can and it can also access up to 10 custom objects but not st
Files uploaded to the Solutions tab
Export details
300
Sharing

Chatter Groups

Developer

Enterprise

Using Chatter Filters

View Chatter Feeds

Some users are not associated with any Role.

33

Integrated Campaign Builder views are not exposed through the Force.com API
rom a page layout

Custom Object Sharing Rules

10

due to conflict within approvers

Report on records

Edit details on records

igger criteria

Kathy can View but cannot edit Jennifers oppurtunities


Tim can VIEW but cannot EDIT phils account.

Sales for approval

nknown browsers and IP addresses.

ference to Spanish
an object

There is no export option in Contact Manager


On Chatter groups
Under related lists.
ally apply without the need for setup.
Chatter feed posts now has a "like" option.
70

80

My Teams Dashboards" permission.

Only Enterprise and Unlimited Edition organiza


None of the above.
5
Mass mail is not checked in FLS

4000
Elastic
Post to a group or user\'s feed

3900
Pay-as-you-go
Subscribe to a user feed post

es to users who sign up for your application through Trialforce.

ield updates
True. If Object permission is disabled.

False. If Object permission is enabled.

NOT(Hours_Worked__C > 0)

Hours_Worked__C < 0
15

a summary of the data type and object relationship

together
Formula Field
Field properties visible, read-only and required

Profile Settings
Opportunities
f picklist values only for new picklist

a you create
you cant normally see
Summary

Matrix

Validation rules can be activated / deactivated by admin

It generates an error report after the loading


The user is able to work without issues and can start new sessions

Public group
Permissions
Workflow approvals

ed per object

Online campaigns
As short as a month and as long as a quarter
Enable Email Attachements.
Change the Activities page layout.
lity yet in Salesforce.
5
List View
Read-Only Fields

View User Configuration, and Manage Users View setup and Configuration, View User Configuration, M
Contacts Tab

Record types help track sales lifecycle s across divisions,groups and markets.
m where it can be undeleted
Picklist values

Ideas
Email
Contact
Cases
All related tasks and case comments are deleted.
Delete

ter the Spring 11 release. Thus there is no need for the upgrade.
Salesforce Mobile Usage Data in Custom Repor
Email to Salesforce Enhancements.

6
10
2
8
Global Search for the Service Cloud Console
00 account or contact records per session
users profile has login hour restrictions. If login hour restrictions are specified for the users profile, any login o

You can map auto-number fields to Picklists


mapped to the new opportunity

If you change the data type of any custom field user for

Escalation rules

Use the campaign import wizard


Can be used to read,extract and load data from any MS office file
contacts, person account records are included in the contact data. The export includes all fields from person acc
I can drag and drop columns within my list view to change the appearance or order of data

Hover links are cool and will save me some time when researching info about accounts, leads, opportu
All of the above

fields for me

vent (sales deal ) that you want to track in Salesforce. The Icon is a Coin.

eal. An account must have a closed opportunity associated with it.

Probability is the confidence factor that I will win the Opportunity, and is typically based on the Stage
ty History when the time of the Event is past.
Log a Call (after call completion)

ds to SFDC directly from my email


l be visible on other tabs, related lists of that type will not be visible on other tabs, search results will not return
s created by the user, unless he or she explicitly sets a different division. When users create records related to

o not have access to


dashboard

le to save it

Share it to other users

nual submission whereas a workflow rule triggers on saving a record


to the campaign
of business rules
Campaign related list on account

h multiple cases and a case can be associated with multiple solutions

ublished on your web site


ueues to which they are members

e access to Campaigns Object

g model and will allow the users who see the dashboard to see high level sales data for just what they own plus

Manually assign accounts to territories

Configure organization-wide territory management settin

Case Origin

y), attachments, notes, open activities

om Objects?

Keep Account Teams


Transfer custom objects
hboard refreshes. Unlimited Edition users can schedule up to four dashboard refreshes per hour per day; Enterpr
Text with letterhead
Visualforce
60

When a case is created via Email-To-Case this user is assigned as the case owner.

. 2) Any length from 256 to 32,000 chars. is allowed 3) Line breaks count towards the max length of the field 4)
from the users browser settings
Create,Edit, and Delete custom fields on the Case Object

Assign feature licenses to users.


Manage users within specified roles.

Deactivation frees up a Salesforce user license.

Enable customizable recent items


Modifying the values of special fields

Currency
Pending Approvals list
Admins can customize the message sent to locked out users.

Whether the users profile has specified business hours.


nknown browsers and IP addresses.
sforce users.
unsaved work in progress will be lost.
personal accounts.
Quotas

gn members of the group to a role at the top of the hierarchy.


haring to private and create a sharing rule to share Retirement accounts with all sales users.
s to share the records between the three Sales Reps.

he records they can access

User profile
ttings for accounts to read-only
e custom object permissions.
Lookup filters can be applied on relationship fields.
Change the field type of standard fields.
an object.

Text field

ndent field
ownership.
the appropriate user profiles.

o one profile at a time.


Record types help track sales lifecycles across divisions, groups, or markets.

d sales processes to the regional sales team profile.

tage picklist values for each sales process.


d page layouts.
Existing field values must be transferred to a new custom field
n a parent object.
lculate the discounted amount.
h an opportunity field update.

he role hierarchy

mapped to a number field on the account record.


assigned leads.
oup and a lead assignment rule to route leads to the queues.

campaign.
rant access to the user.
o calculate summary metrics.

Internal Salesforce user


nt or escalation rule

ustomers
cific solutions in the Solutions and Cases tabs.

Manually add the profile permissions Create and Edit all profiles that should have access to the An
The master idea inherits the status of child ideas.

solution for each new article.


Filter the DNC contacts from mass email list views shared with sales users.

ing Salesforce users.


library to a Chatter feed.

Closed activities

000 account or contact records per session.


0,000 records for Administrators importing for multiple users.
Can be used to read, extract, and load data from any Microsoft Office file.

y of data when data is exported from Salesforce.


Self Service Portal

Tracks which recipients have viewed and downloaded content.


t folders but cannot see results returned in reports.

Pie
Record count
ormula fields in the data.
Grand totals

Grand totals

mately 6:00 p.m.


nning the report and user in the same role in the role hierarchy.
results and reduce records returned.
ult owner of the dashboard.
the user viewing the dashboard.

The user is drilling down to a filtered source report.


The default columns in the report.
ted B records.

pport agent
d an email alert to the account owner.
e the opportunity to management.
ted approver.
Approvers can only access an approval page from the application.
Sales for approval

e license assigned to them.


each user.
h the server
cation enhancements

the task in their Chatter news feed.


quire working with salesforce.com.
gn a sort order to fire last among all other entries in the same rule.
ic snapshot.

as those sent through Web-to-Lead and Web-to-Case response rules.


sforce Platform value.
son's name - that is, a name or a nick that doesn't have numbers and symbols in it.

ule with a pending Time-Based Action.


Each Campaign can have an unlimited number of Siblings and Child Campaigns.
t users with that profile can do within Salesforce, the partner portal, and the Customer Portal.
is the Default Lead Creator.
n the Recycle Bin can only be restored if the object itself is restored.
organizations data.
within the same object, a parent object, or a lookup object, but not fields on child objects.
Add the Console tab to custom apps so that users can access the console from specific apps.

that can easily be replicated and modified for other uses.


tionship between an Object and itself.
You have to define the Action the Workflow will trigger.
performance based on a key metrics.

a Multi-Day Event.

on a certain report type.

er checkbox checked in her User Profile.


cessibility Mode for your Salesforce Org.

cord once it is assigned to a queue he is a member of.


ompletely out of the territory and its children, then the opportunity's territory field is set to blank.
ODAY() ), MONTH( My_Date__c ) <= MONTH ( TODAY() ) )
Rate and comment on apps available in the AppExchange.
aster record based on the values of records in a detail record.

automatically granted the same access that users below them in the hierarchy have from a sharing rule, regardl
n be updated with business hours on escalation rules if the cases match escalation rule criteria and the rule is se

All Leads associated with the Contacts will be deleted.


lowing pieces from account names when matching account names: THE, CO, INC, CORP, CORPORATION, COMPA

esses from which the user can log in

our entire organization, or make it private so that only the owner has access.
see a report on Accounts with Account Teams.

made on a standard report to modify that same report.

None of the Above

All Standard Objects and Some Custom Objects


nt of a customer.
Specify the Running User.
Person Accounts

for a sharing rule, all existing records are automatically updated to reflect the new access levels if the new acce
in January and ends in December of the same Year.

ass Add Contacts to Campaign from the Campaign objects' tab.


onverted to opportunities.
rmulas in all report formats.
None of the above.
x in that Regional Sales Manager's user record.

External ID Checkbox.
ween Person Account and a custom object.

ar report you can proceed to add a chart.


accounts.

bs in Salesforce except that the console can display records from several different Salesforce Orgs all on one Co
does not have any grouping.
atically assign multiple influential campaigns to an account.
ail side of a master-detail relationship with a standard object, its organization-wide default is set to Controlled by
If all approval requests are approved, change If any approval requests are rejected, change the status

Mass Reassign Sales Teams

anizations with large numbers of users, you can enable delegated administrators. Delegated Administrators are

Monitor Deployments
k for custom-to-custom master-detail relationships.
Self-Service portal, make sure your validation rules don't prevent Self-Service users from creating cases.
en two custom objects.
es >> Auto-response rules >> Workflow rules (with immediate actions) >> Escalation rules

nities which could provide relevant information to win an opportunity.

as Dependent Fields.

mpaign Member Detail page of a certain campaign, that campaign will be listed as the Primary Campaign Source

ks, Email Messages


nted words in a field.

e CRM is restricted.
nd is set to be a Marketing User.

p during a customer call.


not appear on Multi-User View.
ut of the Manager Profile, a Role Hierarchy can be used to open visibility of the said Field to the Users with Mana
Export Details Function from Reports

An Account Team is a subset of a Sales Team. The latter may be composed of one or more of the form
doesn't have a license.

ng and Help for this Page links opens a new browser window outside the Console Tab.
take when a record matches the criteria. Each step can have up to 80 actions, 10 of each type: email alerts, fie
permission.

able in Accessibility Mode.


quires a custom fiscal year structure.
n the object.
rely on the custom field data will cease to run.

at reference null fields.


records at a time.

ssions while Record Access is controlled by Role Hierarchy and Field Level Security.
e on Campaigns but not on Contacts.

ave the option to transfer one or all the records.

s will appear in Data Export.


w lead upon its creation.
or initial submission and recall actions.
Person Accounts, Contacts and Leads
Contacts and Leads only
ooks, price book entries, and assets do not count against storage.

alidation Rule that disallows that Lead's name to be saved.

e entire organization should be next to the CEO in the hierarchy.

art with a conditional IF statement to define the kind of data being filtered.
When you set an All Day Event to recur you come up with a Multi-day Event.
me trigger action beyond the 500 per hour limit for Enterprise Edition.

nt time zone. You must set all users to have similar time zone before you can send an invite.
e with an approval processes in which the assigned approver is a queue.
User Object Page Layout.
Multiple forecasts per user, based on territory membership.

ated email address.


API version 7 and later no longer run validation rules.

count page layout.


when records are submitted using web-to-lead

mns when building a report


new object for the facilities team.

viously downloaded to a mobile device.

d to the sales user profile.


ds are created or edted.
unters the first invalid record.
Summarize fields
e private by clicking the lock icon.
g the users password.
Record types

Campaign

lesforce Ideas categories.


file permission.
not contain products.
ole and profile
nity queue.
cute on July 30.

use the translation workbench to translate and send the appropriate template.
o custom object fields.
Picklist values
d contacts to collaborate on sales deals.
oards with high-profile accounts
Industry field is not set to Read Only on the users profiles.
n the account object.
ult settings.

Feature license assignment


related contacts.

y sales representatives with sales operations.


delegated administration
ons on the profile.

sible to all users in the organization.


cords between the systems.

the opportunities

answering a security question


Number of records displayed for each object
Run Reports

priate profiles.

atically added to the standard price book.

on a customer or partner portal.

workflow queue
list on the opportunity

h the wrong username

tunity object.
d contacts to collaborate on sales deals.

Correct Choice

A,B
D
C
B,C
A,D
D
C,D
A,C
A
A,B
B
B
B
A,B
C
B,D

A
B,D
B
A,C
A
A,D
B

mize your AdWords campaigns

B
A
B
A
B
A
A
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C
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B
A,B
B
A,B,D
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C
B,C,D,E
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B,D,E
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A,C,D
A,D
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A,B,C
A,B,C,E
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A

A
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A,B,C
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A,B,C,D
A
F
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B
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C
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B
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A
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D

B
C
D
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A
E
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C
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A
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A,B
A,B,C,D
A,B
A,B
A,B,C
A,B,C
A,B,C,D
A,B
A,B,C,D
A,B
A,B,C
A,B
A,B

A,B,C,D
A,B
B,C
A,C
A,B,D
A,C
A
B
A,B,C
A,C,D,E,F
D
B
A
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B
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A,D
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E
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D
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levels if the new access level is stricter than the old.

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e Orgs all on one Console tab.

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NO

Question
A
B
C
D
E
25 The dashboa
The Running User does not have access to the data.
39 Universal LUse a SFA solution, with Objects Definitions, Account Record Types, Contact
40 Universal HSetting up salesforce mobile
49 In which SaTerritory Management
50 After the Italian roll-out of the Sales Cloud for Universal Telecom six months ago, the same
52 Universal CPlan & Define Goals, Creat Member List, Execute, Track Reponses, Analyze E
54 What are thThe Partner Manager role is immediately under the Partner Executive role. The P
56 How is SaleAdwords - Key Words used when searched in Google that will provide a Company
57 Universal I Reporting - Lookup relationships allow data from the two related objects to be jo
59 Your custo Content Management, Publishing with Workspaces
61 Please explA person account is an individual consumer with whom you do business, such as
62 Can a PersoPerson Accounts are NOT enabled by Default. They can be added to a to the Con
72 You are givUse Territo Territory-based sales reports.
76 How many Up
components
to 20 Components
can you have on a Dashboard?
77 How many fi
2
85 Universal CEnable Partner Portal Knowledge
380 User receivcheck login history
385 Order of woAfter validation and assignment rule
386 Automate ma
Create queues for each sales group and lead assignment rule
389 Amount obje
Use the workflow rule to choose the record type
393 OWD for opp
Use the show filter option in Reports to filter down to Teams results
394 OWD for Acc
Profile
397 What permis
Download App exchange Packages
399 To display Bar chart
403 Managers te
Create 2 record types for different process and picklist values
404 Customer ba
Set the OWD to Private and create a sharing rule for High level sales team
409 To select a He must have a read access on the object
410 Filters ava AND , OR, NOT , based on record ownership, based on record owners profile
412 To calculat Create a campaign hierarchy
414 To restrict Field level security
416 Defining a option to assign the solution to all the sub categories,
497 What is the
3
509 How many wo
25
536 What is th
10
679 Where would
Page Layout
736 What happen
The owner of the record that triggered the rule becomes the task assignee.
737 Can WF upd
No Readonly fields like formula or auto number fields are not available for fi
739 Can you per
Yes
741 How many S 50000
763 Can logins Yes. By setting the start and end times on the profile login hours to the sam
768 What happen
The system immediately ends the user's session.
787 If your MarCreate a report
792 What profilTag Manager.
793 What type o
1-Jan

797 Which repoSummary / matrix


798 What is a Determines the level of access to the dashboard data
799 Why are ShTo open up access to records you wouldnt naturally get through Organizatio
800 How does aProfile controls what a user can do (read, create, edit, delete) with records
801 What does Controls
t
data visibility and record roll up
804 If your comNo. As long as the fiscal year begins on the 1st of any month and follows th
806 Who can imp
System Admin and Marketing User Profile can import Leads.
807 How does tBy Salesforce ID
808 What are thTabular, Summary and Matrix
809 Standard FiCreated by SF and comes in Org. Field properties not editable.
811 Who can crAdministrators.
814 What do BuBusiness Processes track sales,support,solution,cases
815 Define the Super User - Can customize & administrate the Org
816 Define the Can view, edit & delete their own records
817 Define the Standard user perm + can manager solutions & solution categories
818 Define the Standard user perm + can import leads for the Org
819 Define the Standard user perm + edit, approve, activate, delete contracts
820 Define the Can only view records
822 How many in
5000
829 What can DView All & Modify ALL Access by Object
830 What are Pu
Sharing between Users, other Public Groups,Roles and Roles/Subordinates
831 What do SaFocuses on Opportunity Records being shared to a specified group of users base
832 What do AcFocuses on Account Records being shared to a specified group of users based on
835 How does aProfile controls what a user can do with records (read, create, edit, delete. Th
837 When would
To simplify the number of sharing rules built or when defining folder or list v
838 Who can ma
Record Owner, Anyone above the Record Owner in Hierarchy & the System
839 How are FoTo organize reports, dashboards,communication templates and documents
840 Why utiliz Teams are used for collaboration, sharing, and for reporting purposes.
841 Where do im
In SF Documents
842 What does It electronically captures a business approval on a SF data record.
849 When you de
The error message.
850 What does The
t
format of date and number fields.
851 Can you setNo, only custom fields.
856 What databInsert, Extract, Update, upsert and Delete
858 When is it Need to prevent duplicates and when the Admin needs to choose whether to t
859 What are SOut of the box reports from SF
862 Which takes
User's language setting.
864 Define the Provides a simple listing of your data without subtotals. The only format that
865 Defind the Provides a listing of data, plus sorting and subtotaling of data. May be use
866 Define the Summarizes data in a grid against horizontal and vertical criteria. Matrix r
867 The DirectoAll accounts in NY, MA, PA and NJ Account rating of "Hot" or Annual Rev over
868 Which repor
The Tabular Report
869 The DirectoThe Summary Report
870 The DirectoMatrix Report.
874 What happen
All users automatically follow each other.

977 Can you uniYes


978 Where are On the Cases Object and Account or Contact Related Lists.
979 How are CaAssignment Rule
980 What is theCloud Scheduler allows you to request meetings with your customers, and h
981 How many You
pe can invite up to 50 people to a meeting.
1030 Data validaForecasts and Territories
1031 Does access
No. Access to folders is explicit.
1032 When creati
No
1033 When usingNo. Accounts and Users can be associated with multiple opportunities but Opp
1034 Do users haNo, users can choose to accept the their profile's default record type. To do
1035 If I'm look For tabs that have multiple record types defined, you can look at the Record
1036 What happen
You will be promted to select the record type that should include the new va
1037 Which tabsHome, Forecasts, Documents, Reports, Consoles and Web tabs
1038 Before creaBusiness processes
1039 What object
Leads and cases
1040 List the di Jump Start Wizard only allows for a single approver.
1041 Describe thFrames, list view, detail view, mini view, sidebar, related objects, mini page
1042 When can in
During lead import
1056 When are c45 days
1062 You can useDocuments and Forecasts
1066 When usingYes. The change will update all records for that period.
1079 When would
To simplify the number of sharing rules built or when defining folder or list

Correct Choice
A
cord Types, Contact A
A

x months ago, the same project team is now planning for North America.Their System Administrator is consider
Reponses, Analyze EA
ner Executive role. The Partner User role is immediately under the Partner Manager role. Each role includes the
at will provide a Company's Sponsored link. Google Anaylitics - Separate fucntion to analyse web traffic to the Co
o related objects to be joined in one report.
A
you do business, such as a financial services client, an online shopper, or a vacation traveler. Person accounts a
be added to a to the Contact Roles related list on cases, contracts, and opportunities.Since the Person Account

A
A
A
A
A
A
A
ams results
A
A
A
A
A
gh level sales team A
A
ecord owners profileA
A
A
A
A
A
A
A
s the task assignee. A
e not available for fi A
A
A
gin hours to the sam A
A
A
A
A

A
A
through OrganizatioA
elete) with records A
A
month and follows th A
A
A
A
A
A
A
A
A
n categories
A
A
A
A
A
A
Roles/Subordinates A
ified group of users based on the Opportunity Owner.
group of users based on the Account Owner
reate, edit, delete. ThA
fining folder or list v A
archy & the System A
tes and documents A
ting purposes.
A
A
ata record.
A
A
A
A
A
to choose whether toAt
A
A
The only format thatA
f data. May be use A
al criteria. Matrix r A
" or Annual Rev overA
A
A
A
A

A
A
A
our customers, and hA
A
A
A
A
opportunities but Opp
A
t record type. To do A
an look at the RecordA
d include the new vaA
A
A
A
A
d objects, mini page A
A
A
A
A
fining folder or list A

Administrator is considering enabling multi-currency for reporting in regional currency.What should be considere

e. Each role includes the partner account name as part of the role name. For example, if the partner account nam
lyse web traffic to the Companies Website

aveler. Person accounts are applicable to organizations that operate on a business-to-consumer model as oppos
nce the Person Account can also be a Contact (on a specific Object, which is defined by a role)

What should be considered when analyzing the impact to 250 reports and 75 dashboards?

f the partner account name is Acme, the three roles are Acme Partner Executive, Acme Partner Manager, and Ac

onsumer model as opposed to a business-to-business model.

Partner Manager, and Acme Partner User.If the ownership of a partner account is changed to another channel m

ged to another channel manager, the partner user role is moved to that location in the role hierarchy. Partner us

role hierarchy. Partner users at a given role level are always able to view and edit all data owned by or shared w

ta owned by or shared with users below them in the hierarchy, regardless of your organizations sharing model.

nizations sharing model.

NO
10
13
14
15
37
39
40
42
46
47
48
49
50
52
53
54
59
62
63
65
72
73
74
77
78
80
81
82
83
85
86
87
91
92
96
106
107
111
113
114
116
117
125
126

Question
A Workflow action is to update a field. What is possible with this? (Choose 2)
How are Product and Price books related ( choose two)
Universal containers sales team needs a quick and easier way to interact with t
What should you do while creating a Record type?
Universal Containers is in the early planning stage to implement salesforce.com
It is best practice to limit the workflows on Leads because Leads will not be conv
What is the best way to ensure that your Web-to-lead form will have all the re
You get an urgent call from the CFO about an end of year Wall Street report to s
Universal Telecom is growing fast in the emerging markets. They are spending a
As the System Administrator, you want to ensure that you are the only profile abl
Universal Containers is updating its sales process to allow multiple proposed-p
A customer has a requirement to keep the customer id synchronized real time in
The marketing department would like to determine earlier in the lead hand-off pr
Which metrics should you consider when building Marketing dashboards for your
As the VP of Sales, you would like optimize visibility of Opportunity records whe
Universal Containers and Universal Shipping are using Salesforce- to-Salesforce.
Universal Containers needs the ability to associate installed products at an a
Universal Containers has a field team selling its primary container product and a
A good position to be in is to have lots of leads. A bad position to be in is ha
Universal Shipping has many government contracts. The Navy buys lots of parts a
An administrator changed the organizations default language from English to S
The number of leads/Contacts that can be added to a campaign from a report at
Where will a Campaign associated with a Lead be visible?Choose 2 answers
When do you use a data loader? Choose 3 answers
What is a Managed Package?
Reports and views are not renamed based on the new label value
How many roles can be created in an Org?
Recent Item and Look up Hover Views use the
With combination charts, you can: Choose 3 answers
What can a Task do that an Email Alert Cannot do?Choose 2 answers
Time based workflows can be triggered every time a record is created or edited?
Can validation rule be enforced during Lead Convert?
Number of fields allowed in controlling picklist?
Choose the options applicable for reports
If you change the data type of any custom field used for lead conversion, that l
Select those applicable to Enhanced Profile Management. When Enhanced Mana
Inline Editing is not currently possible in
How many roll up Summary fields can be created per object?
Both accounts and users can exist in multiple territories.
The Sidebar search does not Search the following: Choose3 answers
Users that gain access to data due to their position in hierarchies do so based o
Multiple record types may be created for every tab, with the exception of
Running user overrides your sharing model and will allow the users who see the
What is Force.com Builder? Choose 3 answers:

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167
168
169
191
192
193
194
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197
198
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203
204
205
288
289
290
291
292
293
294
295
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297
298
299
300
301
302
330
694
695

Territory management can be reverted back once enabled?


Sidebar search nor advanced search cannot find records from which of the follo
Things to be considered while scheduling a report?
Select the applicable for custom report types
The number of Mass Email that can be sent for a day from EE and UE editions ar
Maximum number of values allowed in a controlling field is :
Select the type of dashboard for A single data value drawn from the grand tota
A profile contains the settings and permissions that control what users with that profile can
A user has logged into sales force few minutes before the login hour restriction s
web to lead how many cases/leads can be created in a day?
An org has multiple record types for leads and opportunity, account when a lea
To enable Advanced Currency Management for an organization, an administrator must
When looking at a Vertical column chart, what can a user click on to drill down to a filtered
Which is a capability of a campaign?
Which function can be performed using enhanced profile management?
Which Cannot be done using the Salesforce to Salesforce connection finder ?
The value in a custom field called Salary is 50,000. What would the formula, ISNUMBER(Sa
What can be viewed using the process visualizer?
Which two functions return the same result when used with fields of the same data type?
How would an administrator ensure that specific field values are always represented by t
Which statement is TRUE regarding lookup filters?
Which statement is TRUE regarding high volume portal users?
Which type of field can a lookup filter be applied to ?
Which action can be performed on the Campaign Member Object?
Which action type is represented by an icon in the process visualizer?
Which email address option is available to override the From Email Address in a workflow em
Which is a featur of combination charts?
When an account is transferred what are all the related objects that get transfe
Which statement is TRUE regarding Dynamic Dashboard
Which is a capability of the Cloud Scheduler? (Choose 2 answers)
Data Highlighting can be used in
Every time when a case assosicated with an account is closed, account owners h
When a lead is converted into an opportunity, a custom field containing formula
When a lead is converted into an opportunity, what related objects will be auto
What does the custom report types define (Choose 2 Answers)
If a custom field is deleted, which of the following would happen (Choose 2 Ans
Specify the order of executions (Matching Answer, say from 1 4)
When a Locale settings is changed which one of the following gets changed
Which of the following can be customized in the home page layout (Choose 3 A
Without changing the profile of a person what of the following can be done (Ch
Universal containers have two sales teams dealing with different types of oppo
If an opportunity is edited which one of the following is likely to be changed (C
You must create the business process before creating record types for each of t
What are the field property options for Custom Fields?
What objects have standard business processes?

697
699
701
710
712
720
886
887

What is required to create a new user?


What are the Org Wide Default permission options?
Describe the methods to allow access to the application?
When are data validation rules executed?
Which objects have built in import wizards? mmm
The new charting engine allows for greater customization and creation of charts
Methods to automate leads?
Relative Dates in Report

A
B
C
Delete the field
Set default value for the fieUpdate formula field value
A product with no price aut Standard price and list price can be in multiple currencies
Create a private chatter gr Share the presentations by Add customers to Libraries
Create a page layout for theAssign the record type to apSet a default value for a rec
Number of logins per week Count of activities created Number of people who are u
1
0
Use the generated webpageKeep
a it simple and quick so Jh dgyvc m3 If the validatio
Create a budget to bring in Create a budget to implemen
Create a project plan for us
A report on the number of A report on how many oppor
A report on the number of c
Use the page layout to make
Use field level security to Createavalidationruletoensu
Opportunities
Opportunities with product lLeads
Import wizard
Native connector to SAP R/3Desktop connectors
Converted leads
New Contacts Created
New Opportunities
Ask for her opportunity esc Ask for her Running User selUnderstand her sales pipeli
Set the Org-wide default onSet
t the org-wide default on Set the org-wide default on
Visibility into accounts the A way to share deal proposaQuick, three step handsha
Use the standard Competitor
Create a lookup to a customUse the standard Asset relat
Use validation rules to prevCreate two page layouts and
Create two opportunity reco
Lead Score
Campaign Influence
PipelineReport
How much money will the NDo you forecast by revenueDoes the Navy forecast by r
Logout, then log in again Nothingthey will see the aChange their own language
10,000
50,000
20,000
Opportunity Related List
Campaign History Report Lead History Report
Load records less than 50,0Schedule regular data loadsExport data for back up pur
They differ from unmanaged
Allows the system AdministrA managed package is a coll
1
0
1000
500
125
Edit Page
Sidebar
List Views
Add a line to an existing li Add a cumulative line to an Add up to four columns to a
Email Alerts cannot track spe
Email Alerts allow you to tr Tasks allow you to track the
1
0
100
200
300
You can't have more than 2 You cant have more than 40
In combination charts, all g
1
0
You can manage multiple pro
Enhanced List views
Inline Editing
Related Lists
Edit Page
List Views
5
8
10
1
0
Custom Objects
Reports
Documents
1
0
Home
Accounts
Opportunities
1
0
Modify the applications to Point-and-click customizatioCustomize standard applicat

Solutions
Documents
Salesforce CRM Content
Specify the running user
Specify the frequency
Location
Custom report types allow yo
With custom report types, yYou cannot update and delet
500, 1000
250, 500
125, 500
100
200
300
Metric
Gauge
Table
Salesforce.com
The Partner Portal
The Customer Portal
1
0
100
250
500
Yes
No
Can be done by using certain App exchange pa
have Unlimited Edition licenrequest a feature license f enable Customizable Foreca
individual groups
legend entries
Component header
Convert leads to contacts f Track the number of businesAdd campaign members to ot
Merge Profiles
Make mass permission modifi
make mass profile name ch
Survey customers for their Custom brand an email sentSurvey partners for their us
1
0
50,000
Sales processes
Workflow rules
Support processes
ISBLANK() and ISEMPTY() ISBLANK() and ISNULL()
ISBLANK() and BLANKVALUE
Customize dashboard settinCustomize dashboard compCustomize Source reports
The special date values "TodLookup filters are case SensiLookup filters are available
Are alloted extra data stor Can view documents from CCannot own an account rec
Hierarchical relationship fie lookup fields to the Activity Lookup fields to the Accoun
Relate a business account tcreate a custom lookup fieldCreate validation rules rel
Send an email alert
Start a new task
View recall details
An active administrator's e A manually entered email aAn active user's email addr
Display data from multiple rDisplay more than one summ
Add a second axis range to
Transfer Closed Case
Transfer Open Case
Transfer Open Activity
They show data from the per
They are automatically cre They perform calculations
Allow a user to propose mulAutomatic propose meetingSync a Salesforce calendar
Related List
Tabular Reports
Matrix Reports
Big Deal Alert
Workflow Rule
Escalation Rule Entry
Formula Field
Text Field
Number Field
Account
Case
Contact
Format of the reports
Data that can be accessed bFields available for the reports
Record and the values will bValues will have to be purgeValues will have to be moved to another field b
Triggers
Workflows
Validations Rules
Time Zone
Currency
Language
Dash board
Report snap shots
Due Alerts
Editing Chatter Feed
Creating Chatter Feeds
Tagging
Chatter Feeds
Similar Opportunities
Opportunity Hierarchy
Probability
Forecast Feed
Sales Quota
Lead
Oppurtunity
Case
Required,
Read-Only,
External ID,
Leads
Sales (Opportunities)
Cases

Unique Username in email fLocale Settings


Profile - Standard or Custom
Public, Read, Write (Transfe Public Read, Write
Public Read Only
Web Browsers(UI)
API (Connect for outlook,Con
Mobile application(blackberry)
A User Saves a Record
Before records are importedUsing the Data Loader and/or other API tools
Accounts
Contacts
Leads
Bar
Line
Funnel
Web-To-Lead
Email Templates
Auto response rules
Today
Tomorrow
Yesterday

D
E
F
Update the child record field
e currencies
Add customers to sales teams
Set a default record type for the object
New contacts created daily Number of downloaded AppExchange analytic packages

This would prevent the record from being saved correctly.


Create custom objects to s Create monthly snapshot reports and emails to the CFO
Adashboardonhowmanyactivitieswerecreatedbythesales people from a campaign
CreateaSharingrulesothatonlytheSystemAdministratorcan view/edit the field
Quotes
Middleware connectors
Data validation rules
Developer toolkits
Non-rejected Leads
Define quality vs. quantity oStandardize campaign hierarchy
Create a Role hierarchy to manage the rollup view of Opportunity object only; everything else takes ca
Share workflow alerts and aHelp Customer with support problems that at are also Salesforce.com user
Use the standard Opportunity relationship
Create a custom object for the upgrade process and associate upgrade records with the original oppor
ForecastDashboard
Do you receive payment at shipment or receipt?
Refresh their browser
500
Campaign Related List
When excel connector is notLoad records more than 50,000
Managed packages do not include locked components and cannot be upgraded
250
Related Lists
Add up to three bars to a horizontal bar chart
Tasks cannot track specific actions

1000
Decimal-place precision on P
cercentage values round to one decimal place
Allows inline editing for other records
All of the above
15
Products

Solutions

Forecasting

Reports

Group standard and customBuild custom Applications

Products
Articles
Article Management
Set start and end dates
When you delete a custom report type, any reports based off it will not be deleted
250, 1000
500
Chart
All the above,

1000
sing certain App exchange partners
enable Multiple Currencies
the Y-axis
the X-axis
Update the campaign member status of a lead using the manage campaign members feature.
Edit profile permissions directly in a list View
Identify the Salesforce system administrator at another company
Depends on the user's locale
Approval processes
ISNULL() and LEN()
Customize field settings
Lookup filters can restrict lookup dialog results based on fields on the source object.
Are not assigned to roles in the role hierarchy
Relationship fields for rec Master-detail relationship fields
Change a lead to a contact from the campaign member record.
Request rejection details
An organization-wide email address
Add a third axis range to a chart
Transfer Closed Activity
They display the source report as you hover over a dashboard component
Custom brand different invitations per customer
Summary Reports
Assignment Rule Entry
Date Field

r the reports
o be moved to another field before coping the record
Assignment
Record date
Pending Tasks and ActivitiesChatter Feeds

Campaign
Unique
Solutions

Solutions

Role
Controlled by Parent (on Mas
Private
(blackberry)
ader and/or other API tools
Solutions
Custom Objects
Donut
Pie
Last week

Combo Charting

c packages

to the CFO

only; everything else takes care of itself


are also Salesforce.com users

ecords with the original opportunity.

Correct Choice

All of the above

e deleted

gn members feature.

urce object.