Roll-up summary field
Workflow field update
Cross-object formula field
The time dependent action is automatically removed from the queue
The time dependent action is put on hold
The time dependent action will execute on July 30.
The time dependent action will execute on July 23.
Select the Marketing User checkbox in the user record.
Select the “Manage Campaigns” profile permission.
Grant the user “Read” profile permission for the campaign.
Add the New button to the page layout using the page layout
Filters by which users can narrow down results
Objects included in the search
Fields being searched on for each object.
Number of records displayed for each object.
Columns displayed for each object.
Enhanced page layout editor
Enhanced profile list views
Calculated columns in the related list
Roll-up summary fields
Cross-Object formula fields
Workflow rules with field updates
Text and Image area
Text area (rich)
Case feed replaces the standard case detail page by default
The Use Case Feed permission is automatically active for all profiles
Case feed requires the Service Cloud User feature license
Chatter Feed tracking must be enabled for the case object.
The custom fiscal year automatically updates product schedules.
The custom fiscal year must be defined manually
The defined custom fiscal year only affects forecasts
The custom fiscal year setting CANNOT be disabled
Create a new page layout for the record type
Set the field-level security for the record type
Assign the record type to the appropriate profiles
Add the record type to the required user records
The record type does not have an assigned page layout
The record type has not been added to the sales user profile
The record type has not been set as the default record type
The record type has not been activated.
Use the campaign hierarchy related list on the opportunity.
Select the primary campaign source for the opportunity.
Use the campaign influence related list on the opportunity.**
Select the campaign record type when creating the opportunity.
The user will not be able to log in at all.
The user will be able to log in after the computer is activated.
The user will be able to log in without activating the computer.
The user will be able to log in after answering the security question.
Import process ignores the data validation criteria
Import process aborts when it encounters the first invalid record
Import process fails only for the records with invalid data.
Import process requires user authorization to import the invalid records
To share support reports and dashboards with high profile accounts
To provide Web self-service by exposing knowledge articles
To allow customers to log and check the status cases online
To allow partners to access contact records for case collaboration.
Customer can log, view, edit, and close their own cases.
Customers can view and edit contacts related to their own accounts.
The portal and its users can be created without additional licenses.
The portal can be customized with corporate branding.
Merge Leads function
Set the field to hidden on the user role
Remove the field from page layouts
Set the field to hidden using field-level security
Remove the field from reports and list views
Change the record type of a record
Update the value of a formula field
Apply a specific value to a field
Update the value of a field on a child object.
Place the US sales director in a queue with the US sales representative’s
Define a role hierarchy where the US sales representatives roll up to the US sales director
Give the US sales director read/write/edit/delete object permissions on the profile
Define a role hierarchy where the US sales director rolls up to the CEO
Field level security
Feature license assignment
Record type assignment
Create an escalation rule based on the opportunity amount.
Create the workflow rule on opportunity object.
Create an auto-response rule on the opportunity amount.
Create a validation rule that evaluates the account rating
Add the public group to an opportunity queue.
Manually share the record with the public group.
Change the opportunity owner to the public group.
Add the public group to the opportunity team.
Rules can be evaluated when records are created or edited
Rules must be deactivated before using an import wizard
All existing records are evaluated when a new rule is activated
Rule actions can take place immediately or on a specific date
A delegated approver can reassign approval requests
An approval action defines the result of record approval or rejection
An assignment rule defines the approver for each process step
The approval history related list can be used to track the process
Use chatter files to share presentations.
Create opportunity teams for customers.
Add customers to libraries.
Add customers to private Chatter groups.
Standard lead fields are automatically converted into account, contact and opportunity fields
Custom Lead fields can be mapped to custom object fields
Roll-up Summary Lead Fields can be mapped to custom contact fields
Custom Lead fields can be mapped to account, contact and opportunity fields
When the record no longer matches he rule criteria.
When the action is deleted from the workflow queue.
When a validation rule is triggered for the record
When another record triggers the same workflow rule
Use an external ID field to match records between systems
Use the excel connector to export records from both systems
Use the data loader to match records between the systems
Use the data loader to upsert Salesforce records into the financial system
The user is attempting to log in outside of the profile login range
The user is attempting to log in outside of the profile IP
The user is attempting to log in with wrong username
The user is attempting to log in with wrong password
Use the lead conversion wizard to select the fields
Map custom lead field to the standard lead field
Use the data loader to move the custom lead data
Map custom lead fields to custom contact fields
Add sales engineers to account teams.
Add chatter groups to opportunities.
Enable chatter Feed Tracking on opportunities.
Add sales engineers to opportunity teams.
The user will be logged out and any unsaved work-in-progress will be lost
The user will be logged out and any unsaved work-in-progress will be saved
The user will be able to continue working and start new sessions
The user will be able to continue working, but will be unable to start any new sessions
Share annotated approval process diagrams
View approval processes as a flow chart
Add approval steps from the process visualizer
Edit the criteria used to trigger the approval process
Click reset password on the users record detail page.
Send an email to the user containing the user’s password
Log in as the user and enter a new password
Click unlock on the users record detail page
To display Salesforce answers
To display Salesforce solutions
To display for customer self-service
To resolve customer cases
Modify a standard profile.
Create a custom profile.
Change the organization-wide default settings.
Create a sharing rule.
Create an email template for each language and an assignment rule to send appropriate template
Create an email template for each language and an auto response rule to send appropriate template
Create an email template for each language and a workflow alert to send appropriate template
Create a single email template and use the translation workbench to translate and send the appropriate template
Ensure the limit of 10 stage values was not exceeded
Ensure the new value was marked as active
Add the new value to the appropriate record type
Add the new value to the appropriate sales process
Modify the standard profile currently shared by both teams
Configure field-level security on the new object for the facilities team.
Assign the facilities team to a new role in the role hierarchy.
Create a custom profile for users on the facilities team.
Create two record types
Create two permission sets
Create two page layouts
Create two sales processes.
Create a case escalation rule.
Create a case assignment rule.
Create a criteria-based sharing rule.
Create an ownership-based sharing rule.
Data export service
Create a lookup relationship field on the account object.
Add the account related list to the survey page layout.
Create a lookup relationship field on the survey object.
Add the survey related list to the account page layout
Verify the field-level security for the industry field is not set to “Read Only” on the user profiles.
Verify the industry field is set as required on all the account page layouts assigned to the users
Verify the users have the “Modify all data” permission for account on their profiles
Verify the users have the “Edit” permission for accounts on their profiles
Related custom object records
The record types available to each role and profile
The fields users see on detail and edit pages
The business process and related picklist values displayed
The fields users see in reports and list views
Add a filter
Schedule a refresh time
Add a gauge component
Add a grouping
Administrators can download and customize pre-built dashboards and reports
Customers can share and install apps published by Salesforce partners
Support users can install the Salesforce Console for Service customers
Partners can download accounts and contacts to collaborate on sales deals
To invite customers, partners, and employees to submit ideas
To comment on and vote for ideas posted by other community members
To provide access to articles that answer questions around an idea theme
To post customer ideas by logging cases on the Ideas tab of the portal
Contacts not assigned to an account
Cases not assigned to a contact
Note not associated to a record**
Emails not associated to a record.**
Define refresh times for specific dashboard components
View and remove a scheduled dashboard refresh
Schedule the dashboard to refresh in different time zones
Send a refresh notification to users with access to the dashboard.
Each account may or may not have related contacts.
Each account must have a related account
Each contact may or may or may not have a related account.
Each account must not have related contacts
When records are edited by a user
When records are deleted by a user
When records are submitted using web-to-lead
When records are imported
When records are updated by a workflow rule
Roles and subordinates
Public knowledge base
Solution tab search
Accounts that the users own
All recently accessed accounts
Accounts selected with the sync button
Any account created in the last 30 days
Stacked bar chart
Grouped line chart
The field is part of a field dependency.
The field is used in a workflow field update.
The field is used in a report.
The field is used in a page layout.
Customizable recent tags
Printable list views
Chatter messenger for specific users
Related list hover links
A product can have a different list price in different price books **
A standard and list price for product can be listed in multiple currencies**
Products without a price are automatically added to the standard price book
Price Books that contain assets cannot contain products.
Service cloud user
Use the show filter to filter report results and reduce records returned
Move the opportunity reports into each user’s personal reports
Update the sharing rules to limit user access to certain opportunity
Move the opportunity reports into a folder with restricted access
Using supported web browser
Install Sales Force connect for mobile
Use downloadable Sales Force 1 mobile app
Install SalesForce Mobile configuration.
Opportunity update reminders
Big deal alerts
It allows users to report on campaigns that have contributed to an opportunity.
It allows user to summarize campaign member statistics on a campaign.
It allows users to view the entire campaign hierarchy.
It allows user to assign percentage of influence that each campaign has on Opportunity.
A gauge with break points.
A table with conditional highlights.
A metric with conditional highlights.
A dashboard component snapshot.
Metric with Highlights
Table with Highlights