True or false: you can delete a standard field
Answer:
False
QUESTION
True or false: you can rename a standard field
Answer:
True
QUESTION
How can Salesforce display different picklist options depending on a value selected in another
field?
Answer:
Field dependencies (Controlling and dependent fields)
QUESTION
When can you not delete a custom field that is used in an automation?
Answer:
When the automation is being run (once it is complete you can delete it)
QUESTION
How can you source in a field value from the account object onto a case object?
Answer:
Formula field
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<\/a><\/figure>\n\n\n\nWhat are the four user licenses?
Salesforce, Chatter External, Chatter Free, Identity<\/p>\n\n\n\n
What are the Salesforce default company settings?
PST USD and English<\/p>\n\n\n\n
What is the identity license connected to?
The experience site or portal<\/p>\n\n\n\n
What are the two ways to restrict access to data in Salesforce?
Profile and Org Wide Defaults<\/p>\n\n\n\n
How does Salesforce set access at the org level?
Trusted IP Ranges, Login IP Ranges, Login Hours<\/p>\n\n\n\n
What two org access components are set at the profile level?
Login IP Ranges and Login Hours<\/p>\n\n\n\n
What org access component is set at the org level?
Trusted IP Ranges<\/p>\n\n\n\n
What license do you need to access data in Salesforce that you do and don’t own?
Salesforce<\/p>\n\n\n\n
How does Salesforce evaluate access? (three levels)
License, profile, permission set<\/p>\n\n\n\n
What is the way to restrict access to an object?
Org Wide Defaults<\/p>\n\n\n\n
What are the three key org wide default settings for record access?
Private, Public Read, Public Read Write Transfer<\/p>\n\n\n\n
Where is the CRED set in Salesforce?
On the profile and permission set<\/p>\n\n\n\n
What does CRED stand for?
Create, Read, Edit, Delete<\/p>\n\n\n\n
What does CRED define?
The things you can do with an object as defined on the profile<\/p>\n\n\n\n
True or False: Ownership is shared vertically with role hierarchy sharing
True<\/p>\n\n\n\n
How might you define role hierarchy? Vertical or Horizontal Sharing?
Vertical (Up and down the role hierarchy)<\/p>\n\n\n\n
How might you define sharing rules? Vertical or horizontal?
Horizontal (within the same level of the hierarchy)<\/p>\n\n\n\n
What are the “horizontal” and “vertical” ways of record sharing?
Role Hierarchies and Sharing Rules<\/p>\n\n\n\n
What objects can Teams sharing be used on?
TACO – Accounts, Cases, Opportunities<\/p>\n\n\n\n
True or False: Field level security still allows access to the field data in reports.
False<\/p>\n\n\n\n
True or False: Page Layout allows field data to be accessed in reports.
True<\/p>\n\n\n\n
Which option suppresses data access: Field Level Security or Page Layout?
Field Level Security<\/p>\n\n\n\n
What security feature allows you to specify a name in your org URLs?
My Domain<\/p>\n\n\n\n
What are the object permissions on the profile that allow you to bypass org wide defaults?
View All and Modify All<\/p>\n\n\n\n
What does the profile determine?
what you can see and what you can do<\/p>\n\n\n\n
True or False: Standard profiles can be edited.
False<\/p>\n\n\n\n
True or False: Standard profiles can be deleted
False<\/p>\n\n\n\n
Where are the login hours set?
On the profile<\/p>\n\n\n\n
Where are feature licenses set?
On the user record<\/p>\n\n\n\n
Where are the login IP ranges set?
On the profile<\/p>\n\n\n\n
What happens if you don’t have a profile?
You can’t access records in the system<\/p>\n\n\n\n
What license would you assign a consultant working on the experience portal?
Identity<\/p>\n\n\n\n
How can you remove someone from the role hierarchy?
Select “none specified” in the role dropdown on the user record.<\/p>\n\n\n\n
Why would you want to remove someone from the role hierarchy?
They own more than 10k records<\/p>\n\n\n\n
What is the tool that sits on top of the profile that gives additional access?
Permission sets (or Permission set groups)<\/p>\n\n\n\n
What are the seven standard objects we need to know for the exam?
Account, Case, opportunity, contact, campaign, campaign member, lead<\/p>\n\n\n\n
What happens to the detail when you delete a master? (Master detail relationship between objects)
It is deleted<\/p>\n\n\n\n
What happens to the master when you delete the detail? (Master detail relationship between objects?)
It is not deleted<\/p>\n\n\n\n
True or false: you can delete a standard field
False<\/p>\n\n\n\n
True or false: you can rename a standard field
True<\/p>\n\n\n\n
How can Salesforce display different picklist options depending on a value selected in another field?
Field dependencies (Controlling and dependent fields)<\/p>\n\n\n\n
When can you not delete a custom field that is used in an automation?
When the automation is being run (once it is complete you can delete it)<\/p>\n\n\n\n
How can you source in a field value from the account object onto a case object?
Formula field<\/p>\n\n\n\n
What does the visible check box in the field settings also allow the user to do beyond reading the field?
Allows users to edit the field<\/p>\n\n\n\n
What are the four Sales Productivity Tools for Opportunity Management?
Big Deal Alerts, Einstein Opportunity Scoring, Kanban, and Opportunity Splits<\/p>\n\n\n\n
What is a Big Deal Alert?
An automatic email to alert users when an opportunity reaches a threshold of amount and probability<\/p>\n\n\n\n
What does Einstein Opportunity Scoring do?
AI assesses the opportunities and assigns a score to each one, helping Sales teams focus on the right opportunities<\/p>\n\n\n\n
What is an opportunity split?
OS allows sales reps to collaborate and split revenue<\/p>\n\n\n\n
What is a Sales Path in Salesforce?
Paths guide users through steps of a business process (e.g. from lead to deal close)<\/p>\n\n\n\n
What is a benefit of creating a custom Sales path?
You can add custom guidance and highlight key fields<\/p>\n\n\n\n
What is a record type based on?
Based on the profile<\/p>\n\n\n\n
What does a record type do?
Provides a unique layout based on business need<\/p>\n\n\n\n
What are the three business process types?
Sales Process, Support Process, Lead Process<\/p>\n\n\n\n
What must you have first before creating a record type?
A business process<\/p>\n\n\n\n
What actions can workflows do? (5 actions)
Task, email, alert email, field updates, outbound messages<\/p>\n\n\n\n
How many actions can a workflow have?
20<\/p>\n\n\n\n
What can process builder not do that workflows can do?
Outbound email<\/p>\n\n\n\n
True or False: You can specify the order actions are executed in process builder?
True<\/p>\n\n\n\n
True or false: You can specify the order actions are executed in workflow
False<\/p>\n\n\n\n
What is the maximum number of records that can be imported with Data Import Wizard?
50,000<\/p>\n\n\n\n
True or False: Data import wizard allows you to select if you want to trigger workflow rules and processes
True<\/p>\n\n\n\n
True or False: Data import wizard allows you to prevent duplicates by selecting a match type
True<\/p>\n\n\n\n
What is the max number of records that can be imported using Data Loader
5 Million<\/p>\n\n\n\n
True or False: You can use Data Loader to obtain Salesforce Record IDs
True<\/p>\n\n\n\n
True or False: You can’t save Data Loader mappings for future use
False<\/p>\n\n\n\n
True or False: You can install data loader as a client based application
True<\/p>\n\n\n\n
What is better for duplicate detection? Data loader or Import Wizard?
Import Wizard<\/p>\n\n\n\n
What tools can you use to export data from Salesforce? (2 tools)
Data export service and Data Loader<\/p>\n\n\n\n
True or False: You can export data using the data import wizard
False<\/p>\n\n\n\n
How often can you export data using the Data export service?
Once every 7 days or 29 days<\/p>\n\n\n\n
True or False: You can set the Data export service to automatically export data on a regular basis
True<\/p>\n\n\n\n
True or False: Data loader can be operated using the command line
True<\/p>\n\n\n\n
True or False: Data import wizard can only be used to import common standard objects
False<\/p>\n\n\n\n
You need to import 60k records. What is the best import tool: Data import wizard or data loader?
Data Loader<\/p>\n\n\n\n
You need to schedule data imports nightly: what is the best import tool? Data import wizard or data loader?
Data loader<\/p>\n\n\n\n
Where can you check the status of your import after using the Data import wizard? (What page?)
Bulk Data Load Jobs page (in setup)<\/p>\n\n\n\n
What are your three options to backup data?
Reports, Data Loader, and Data Export<\/p>\n\n\n\n
What is evaluated first: System Data Validation or Custom Validation rules?
System Data Validation<\/p>\n\n\n\n
True or False: You can use a data validation rule to prevent sales reps from discounting opps at greater than 20%
true<\/p>\n\n\n\n
What tools do you have to delete data?
Mass Delete<\/p>\n\n\n\n
What tool should you use if you need to mass transfer accounts, leads, or service contracts (or custom objects) from one user to another?
Mass Transfer Tool<\/p>\n\n\n\n
How long are deleted records stored in the recycle bin?
15 Days<\/p>\n\n\n\n
When are deleted records permanently deleted?
After 15 days<\/p>\n\n\n\n
Is access to reports granted at the parent folder level or the child level?
Parent<\/p>\n\n\n\n
What is the maximum number of filters you can add to a report?
20<\/p>\n\n\n\n
What chart type can be used to compare many items?
Horizontal Bar<\/p>\n\n\n\n
What chart type can be used to compare fewer items over time?
Vertical Bar (column)<\/p>\n\n\n\n
What chart type can be used to track data over time?
Line<\/p>\n\n\n\n
What chart type can be used to compare absolute values side by side?
Stacked Bar Chart<\/p>\n\n\n\n
What chart type can show a single value in a range of custom values?
Gauge<\/p>\n\n\n\n
What report type can compare a share of a total?
Donut<\/p>\n\n\n\n
What chart type can show conditional highlighting and chatter photos?
Tables<\/p>\n\n\n\n
What chart type can show a sales process?
Funnel<\/p>\n\n\n\n
What chart type displays only one key value?
Metric<\/p>\n\n\n\n
What chart type shows correlation between two measures?
Scatter<\/p>\n\n\n\n
What happens when you subscribe to a report?
You receive a report details via email on a schedule that you set<\/p>\n\n\n\n
Can recipients of a report subscription still receive the report if they don’t have access to its folder?
No<\/p>\n\n\n\n
How often are dashboards refreshed?
Either when the user clicks refresh or on the schedule specified for that dashboard<\/p>\n\n\n\n
What is the max number of dashboard components?
20<\/p>\n\n\n\n
What field does a dashboard component use to display data?
The first summarized field in the source report<\/p>\n\n\n\n
What does a marketing campaign allow you to do?
Understand what marketing efforts drive pipeline and revenue<\/p>\n\n\n\n
What happens to data in standard fields when a lead is converted?
It is inserted into the standard account and contact fields<\/p>\n\n\n\n
Does lead conversion automatically create an opportunity? y\/n
No<\/p>\n\n\n\n
What must be done to custom lead fields when the lead is converted?
The fields must be mapped to custom account, contact, and opportunity fields (so the data has somewhere to go!)<\/p>\n\n\n\n
What determines the record type that is used for a particular user?
The profile<\/p>\n\n\n\n
What are the three business processes that can have record types?
Sales, Support, lead<\/p>\n\n\n\n
What should be created first? The business process or the record type?
Business process<\/p>\n\n\n\n
What automates lead routing?
Assignment rules<\/p>\n\n\n\n
What automates responses to a new lead?
Auto-response rules<\/p>\n\n\n\n
What is the web-to-lead limit (24hrs)
500<\/p>\n\n\n\n
What is the web-to-case limit? (24 hrs)
5000<\/p>\n\n\n\n
How many rules can be in effect for case or lead routing at once?
One<\/p>\n\n\n\n
True or False: Lead and case assignment rules can contain multiple entries that route records based on several criteria
True<\/p>\n\n\n\n
Can you send auto responses that will use different email templates based on the criteria you set? y\/n
Yes<\/p>\n\n\n\n
What does Salesforce use to automatically associate a contact with a case brought in via email-to-case?
The sender’s email<\/p>\n\n\n\n
What are escalation rules?
Escalation rules automatically re-assign a case if it is not handled in a set period of time<\/p>\n\n\n\n
Omni-channel does what?
It routes work requests to the most available and qualified support agent in the console<\/p>\n\n\n\n
What are Macros?
Macros run to complete repetitive tasks with a single click (e.g. send an email to a customer)<\/p>\n\n\n\n
Quick Text does what?
allows users to insert predefined messages like greetings and answers to common questions in emails, chats, tasks, and knowledge articles<\/p>\n\n\n\n
Knowledge is what (in Service Cloud)
Knowledge allows you to create and manage a knowledge base of company information and share it when needed<\/p>\n\n\n\n
What do queues enable?
They allow you to automatically prioritize your support team’s workload by creating lists from which specific agents can jump in and solve certain types of cases<\/p>\n\n\n\n
Assignment rules do what for cases?
They automatically assign cases to specific agents<\/p>\n\n\n\n
What can the call Apex action do in Process Builder?
It can provide similar functionality to outbound messages<\/p>\n\n\n\n
What order are actions executed in process builder?
The order in which they appear<\/p>\n\n\n\n
What happens to the process builder process if a user is inactive when a process they started runs?
The process admin will receive a fault email<\/p>\n\n\n\n
When would you use apex?
To fill gaps in process builder or flow<\/p>\n\n\n\n
What permission do users need to open flows?
Manage Salesforce Platform Flow<\/p>\n\n\n\n
What are the four steps to build a flow in Flow Builder?
Define Resources, add elements, connect elements, and set start element<\/p>\n\n\n\n
What is a fault (process flow)?
A fault is an exception that happens in processing<\/p>\n\n\n\n
What type of message displays when a fault occurrs
A custom or standard error message<\/p>\n\n\n\n
What can you use to display detailed fault messages?
A Fault Screen<\/p>\n\n\n\n
What capabilities does Approval Process offer (5 total)
Field Update, Task, Email, Outbound Message, and Lock\/Unlock Record<\/p>\n\n\n\n
What capabilities does quick action offer? (10 things)
Update a record, task, email, create a record, log a call, custom visualforce, lightning component, lightning web component, flow<\/p>\n\n\n\n
What is the order of execution in salesforce (three steps up to save)
System Validation, flow, custom validation rules<\/p>\n\n\n\n
What is the order of execution after save (before committing to database) (6 steps)
Assignment rules, auto-response rules, workflow rules, escalation rules, processes, flow<\/p>\n\n\n\n