Salesforce ADM 201 Ananth Uwe Part 09

100 Questions | Total Attempts: 212

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Salesforce Quizzes & Trivia

Questions and Answers
  • 1. 
    Number of values allowed in a dependent picklist?
    • A. 

      50

    • B. 

      100

    • C. 

      200

    • D. 

      300

    • E. 

      500

  • 2. 
    Formula cannot reference any field that is restricted by Field level security
    • A. 

      True

    • B. 

      False

  • 3. 
    Record types are used to implement custom business processes by associating them to specific
    • A. 

      Objects

    • B. 

      Page Layouts

    • C. 

      Records

    • D. 

      Campaigns

  • 4. 
    How many lead assignment rules can be active at one time?
    • A. 

      1

    • B. 

      2

    • C. 

      5

    • D. 

      10

  • 5. 
    Which of the statements are true for Cases
    • A. 

      Manually entering the case received from an email

    • B. 

      Automatically generated by an email or website form

    • C. 

      Can be assigned only automatically by rule assignment however it can be reassigned manually at later time

    • D. 

      Associated to Contacts and Accounts

  • 6. 
    A virtual storage that can be used to group on criteria such as skill requirements, product categories, customer types or service levels is called a
    • A. 

      Case Queue

    • B. 

      Case Assignment Rule

    • C. 

      Solutions Queue

    • D. 

      None of the above

  • 7. 
    External ID: When importing custom objects, solutions, or person accounts, you can use external IDs to prevent duplicate records from being created as a result of the import operation. How many External ID fields can you have per object?
    • A. 

      1

    • B. 

      2

    • C. 

      3

    • D. 

      5

    • E. 

      10

    • F. 

      20

    • G. 

      30

    • H. 

      50

  • 8. 
    When creating a custom report type Making the status “In Development” hides the custom report type and any reports created from it from all users except those with the “Manage Custom Report Types” permission. Making the status “In Development” also prevents all users except those with the “Manage Custom Report Types” permission from creating and running reports from the report type.
    • A. 

      True

    • B. 

      Fales

  • 9. 
    Select the user permissions which override field-level security (Select all that apply):
    • A. 

      Modify All Data

    • B. 

      View All Data

    • C. 

      Configure UI

    • D. 

      View Encrypted Data

  • 10. 
    Which of following is granted by the Manage Territories Permission (Select all that apply)?
    • A. 

      Create and edit territories

    • B. 

      Add and remove users from territories

    • C. 

      Create and Edit Forecasts

    • D. 

      Create and edit account assignment rules

    • E. 

      Manually assign accounts to territories

    • F. 

      Configure organization-wide territory management settings

  • 11. 
    You can enable field encryption by:
    • A. 

      Selecting "Enable Field Encryption" under Organization Wide Defaults

    • B. 

      Contacting Saleforce.com Customer Support

    • C. 

      It is enabled by default

  • 12. 
    What is the maximum length of the alias field?
    • A. 

      8

    • B. 

      10

    • C. 

      12

  • 13. 
    If single sign-on is enabled for your organization, API and desktop client users cannot log in to Salesforce CRM unless their IP address is included on your organization’s list of trusted IP addresses or on their profile, if their profile has IP address restrictions set.
    • A. 

      True

    • B. 

      False

  • 14. 
    When creating a recurring event what are the maximum occurrences by interval?
    • A. 

      Daily: 100 Weekly: 52 Monthly: 60 Yearly: 10

    • B. 

      Daily: 100 Weekly: 53 Monthly: 60 Yearly: 10

    • C. 

      Daily: 100 Weekly: 52 Monthly: 60 Yearly: 5

    • D. 

      Daily: 365 Weekly: 52 Monthly: 12 Yearly: 1

  • 15. 
    Which of the following special picklist fields are not available for record types because they’re used exclusively for sales processes, lead processes, support processes, and solution processes
    • A. 

      Opportunity Stage

    • B. 

      Lead Status

    • C. 

      Case Status

    • D. 

      Solution Status

    • E. 

      Case Origin

  • 16. 
    Can I change the location of Chatter feeds? How?
    • A. 

      Yes. Using page layouts.

    • B. 

      Yes. But only for Admin users.

    • C. 

      No. But it can be hidden or shown depending on user preferrence.

    • D. 

      None of the Above.

  • 17. 
    You have a custom object called "Widgits" which has a Master-Detail Relationship with Accounts. What happens when you delete an account with associated Widgits?
    • A. 

      You cannot delete the account without first deleting the associated "Widgits"

    • B. 

      The Widgits are deleted

    • C. 

      The account is deleted, but the Widgits remain in Salesforce CRM

  • 18. 
    What are the Start of Day and End of Day fields used for on the User Object?
    • A. 

      Used to define the times that display in the user's calendar

    • B. 

      Restricts log in access to those times

    • C. 

      Sets an Out-Of-Office Message

  • 19. 
    Roll-up summary and formula fields are always read-only on detail pages.
    • A. 

      True

    • B. 

      False

  • 20. 
    If you relabel a Standard Object the standard list views on every Salesforce tab will automatically be renamed
    • A. 

      True

    • B. 

      False

  • 21. 
    Which of the following is true if you remove the "Read" permission from a users profile for a standard object?
    • A. 

      Tabs of that object type will be visible, Fields of that type will not be visible on other tabs, related lists of that type will be visible on other tabs, search results will not return records of that type, report data for records of that type will not be available, merge fields of that type will not be available, and custom links of that type will not be visible

    • B. 

      Tabs of that object type will not be visible, Fields of that type will not be visible on other tabs, related lists of that type will not be visible on other tabs, search results will not return records of that type, report data for records of that type will not be available, merge fields of that type will not be available, and custom links of that type will not be visible

    • C. 

      Tabs of that object type will not be visible, Fields of that type will be visible on other tabs, related lists of that type will not be visible on other tabs, search results will not return records of that type, report data for records of that type will not be available, merge fields of that type will not be available, and custom links of that type will not be visible

  • 22. 
    How long does a backup data export remain on Salesforce CRM before it is automatically deleted?
    • A. 

      12 hours

    • B. 

      24 hours

    • C. 

      48 hours

    • D. 

      96 hours

  • 23. 
    If you give a user the “Weekly Data Export” permission, which is needed to export data, he or she has view access to all data that is exported and can see all custom objects and fields in the Weekly Export Service regardless of their other profile settings.
    • A. 

      True

    • B. 

      False

  • 24. 
    Which field on the user record controls the currency for quotas, forecasts, and reports?
    • A. 

      Default Currency ISO code

    • B. 

      Locale

    • C. 

      Currency

    • D. 

      Information Currency

  • 25. 
    When transferring leads to a queue open activities are also transferred.
    • A. 

      True

    • B. 

      False

  • 26. 
    When do scheduled dashboard refreshes occur?
    • A. 

      Dashboards refresh in the time zone of the user who schedules the refresh.

    • B. 

      Dashboards refresh in the Organization Default Time Zone. Dashboards refresh in the Organization Default Time Zone. Dashboards refresh in the Organization Default Time Zone. Dashboards refresh in the Organization Default Time Zone. Dashboards refresh in the Organization Default Time Zone. Dashboards refresh in the Organization Default Time Zone. Dashboards refresh in the Organization Default Time Zone. Dashboards refresh in the Organization Default Time Zone. Dashboards refresh in the Organization Default Time Zone

  • 27. 
    When you transfer an Account which of the following objects are automatically transferred?
    • A. 

      Contacts (on business accounts only), attachments, open opportunities owned by the current account owner

    • B. 

      Contacts (on business accounts only), attachments, notes, open activities, open opportunities owned by the current account owner

    • C. 

      Attachments, notes, open activities, open opportunities owned by the current account owner

    • D. 

      Contacts (on business accounts only), attachments, notes, open activities

  • 28. 
    You have created a custom field of the type "Number" on the Account object called "Number of Golfers at Client". You enter the following data in the field: 073. What is stored in Saleforce CRM?
    • A. 

      0073

    • B. 

      73

    • C. 

      7.3%

  • 29. 
    When creating a custom report type all objects display in the Primary Object drop-down list, including those you do not have permission to view. For example, even if you don’t have permission to view leads, leads are available in the Primary Object drop-down list so that you can build lead report types for other users.
    • A. 

      True

    • B. 

      False

  • 30. 
    Which of the following are possible with a Master-Detail-Relationship (Multiple Correct Answers):
    • A. 

      You can create a Master-Detail Relationship field on a Custom object that references as a Standard Object

    • B. 

      You can create a Master-Detail Relationship between two standard objects?

    • C. 

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

  • 31. 
    Which of the following are true about the Default Division field on the User object
    • A. 

      Division that is applied, by default, to all new accounts and leads created by the user, unless he or she explicitly sets a different division. When users create records related to an account or other record that already has a division, the new record is assigned to the existing record’s division; the default division is not used. This setting restricts the user from viewing or creating records in other divisions. Users cannot change their division. Available only in organizations that use divisions to segment their data.

    • B. 

      Division that is applied, by default, to all new accounts and leads created by the user, unless he or she explicitly sets a different division. When users create records related to an account or other record that already has a division, the new record is assigned to the existing record’s division; the default division is not used. This setting does not restrict the user from viewing or creating records in other divisions. Users cannot change their division. Available only in organizations that use divisions to segment their data.

    • C. 

      Division that is applied, by default, to all new accounts and leads created by the user, unless he or she explicitly sets a different division. When users create records related to an account or other record that already has a division, the new record is assigned to the existing record’s division; the default division is not used. This setting does not restrict the user from viewing or creating records in other divisions. Users can change their division at any time. Available only in organizations that use divisions to segment their data.

  • 32. 
    What other permissions does the "Manage Analytic Snapshots" permission require (Select 3).
    • A. 

      Schedule Dashboards

    • B. 

      Schedule Reports

    • C. 

      Run Reports

    • D. 

      Modify All Data

    • E. 

      View Setup and Configuration

    • F. 

      View All Date

    • G. 

      “Create” on the target object

  • 33. 
    Which of the following are options when transferring accounts (Multiple correct answers)
    • A. 

      Transfer open opportunities

    • B. 

      Transfer closed opportunities

    • C. 

      Transfer closed cases

    • D. 

      Transfer open cases

    • E. 

      Keep Account Teams

    • F. 

      Transfer custom objects

  • 34. 
    Which of the following statements is true about Dashboard Refreshes?
    • A. 

      Your organization is limited to no more than 400 scheduled dashboard refreshes. Unlimited Edition users can schedule up to two dashboard refreshes per hour per day; Enterprise Edition users can schedule up to one dashboard refresh per hour per day.

    • B. 

      Your organization is limited to no more than 200 scheduled dashboard refreshes. Unlimited Edition users can schedule up to two dashboard refreshes per hour per day; Enterprise Edition users can schedule up to one dashboard refresh per hour per day.

    • C. 

      Your organization is limited to no more than 200 scheduled dashboard refreshes. Unlimited Edition users can schedule up to four dashboard refreshes per hour per day; Enterprise Edition users can schedule up to two dashboard refresh per hour per day.

  • 35. 
    You can create which of the following types of email templates (Multiple correct answers):
    • A. 

      Text

    • B. 

      HTML with letterhead

    • C. 

      JavaScript

    • D. 

      Custom HTML

    • E. 

      Text with letterhead

    • F. 

      Visualforce

  • 36. 
    What is the maximum length of any auto-number field?
    • A. 

      20

    • B. 

      30

    • C. 

      40

    • D. 

      50

    • E. 

      60

  • 37. 
    If your org is configured for data export, you can generate backup files manually how often?
    • A. 

      Everyday

    • B. 

      Once every week

    • C. 

      Once every 15 days

    • D. 

      Once every 5 days

  • 38. 
    What is the max length of the field type "Text" ?
    • A. 

      3200

    • B. 

      320

    • C. 

      255

  • 39. 
    What is the maximum length of the field type "Text Encrypted"?
    • A. 

      255

    • B. 

      191

    • C. 

      175

    • D. 

      128

    • E. 

      256

    • F. 

      755

  • 40. 
    Lookup relationship fields are available in Personal Edition
    • A. 

      True

    • B. 

      False

  • 41. 
    Which of the following utilize the "Automated Case User" (Select all that apply):
    • A. 

      When a case is automatically assigned using assignment rules this user is listed in the case history

    • B. 

      When a email notification is triggered via workflow this user is listed in the case history

    • C. 

      When a case is escalated this user is listed in the case history

    • D. 

      When a case is created via Web-To-Case this user is listed in the case history

    • E. 

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

  • 42. 
    If a user’s profile contains log in hour restrictions which of the following time zones is used to calculate the hours they have access to Salesforce.com CRM?
    • A. 

      Organization wide default time zone

    • B. 

      User's time zone

    • C. 

      Time zone set in the user's profile

  • 43. 
    Roles are available in Personal and Group edition
    • A. 

      True

    • B. 

      False

  • 44. 
    Which of the following are true about the field type "Text Area(Long)
    • A. 

      1) Maximum length of 32,000 chars. 2) Any length from 0 to 32,000 chars. is allowed 3) Line breaks do not count towards the max length of the field 4) This data type is not available for activities 5) This data type is not available for products on opportunities

    • B. 

      1) Maximum length of 3200 chars. 2) Any length from 256 to 32,000 chars. is allowed 3) Line breaks do not count towards the max length of the field 4) This data type is not available for activities 5) This data type is not available for products on opportunities

    • C. 

      1) Maximum length of 32,000 chars. 2) Any length from 256 to 32,000 chars. is allowed 3) Line breaks count towards the max length of the field 4) This data type is available for activities 5) This data type is available for products on opportunities

    • D. 

      1) Maximum length of 32,000 chars. 2) Any length from 256 to 32,000 chars is allowed 3) Line breaks count towards the max length of the field 4) This data type is not available for activities 5) This data type is not available for products on opportunities

    • E. 

      1) Maximum length of 32,000 chars. 2) Any length from 256 to 32,000 chars. is allowed 3) Line breaks count towards the max length of the field 4) This data type is not available for activities 5) This data type is available for products on opportunities

  • 45. 
    If your organization has territory management, account and opportunity list views can be restricted by(Select all that apply)
    • A. 

      My Territories

    • B. 

      My Territory Teams

    • C. 

      My Accounts Territories

  • 46. 
    Which of the following are true about Web-to-Lead
    • A. 

      Salesforce CRM runs field validation rules before creating records

    • B. 

      All required fields must have a value before a record can be created

    • C. 

      The format for date and currency fields captured online is taken from the users browser settings

  • 47. 
    Salesforce for Wealth Management: The relationship group wizard lets you create and edit relationship groups regardless of field-level security.
    • A. 

      True

    • B. 

      False

  • 48. 
    For each profile, you can set the hours when users can log in and the IP addresses from which they can log in.
    • A. 

      True

    • B. 

      False

  • 49. 
    Which of following is granted by the Manage Cases Permission (Select all that apply)?
    • A. 

      Set support business hours

    • B. 

      Edit the Support settings

    • C. 

      Set up Email-to-Case

    • D. 

      Mass Transfer Cases

    • E. 

      Create,Edit, and Delete custom fields on the Case Object

  • 50. 
    You cannot delete all the record types for an object if the object is referenced in which of the following:
    • A. 

      Apex Code script

    • B. 

      Page layouts

    • C. 

      Profiles

  • 51. 
    Which of the following are true about mapping fields for lead conversion (Multiple correct answers):
    • A. 

      You can map between text and picklist fields

    • B. 

      You can map Number, Currency, or Percentage fields of differing lengths

    • C. 

      You can map Text or Text Area to long text area fields

    • D. 

      You cannot map auto-number fields to fields of type Text or Text Area

    • E. 

      You can map auto-number fields to Picklists

    • F. 

      If you change the data type of any custom field for lead conversion, that lead field mapping will be deleted

  • 52. 
    You convert a lead that is linked to multiple campaigns what is inserted into the opportunity Campaign Source field?
    • A. 

      The campaign source field is left empty

    • B. 

      The campaign with the most recently updated member status is mapped to the new opportunity

    • C. 

      The first campaign linked to the lead, based on time stamp, is mapped to the new opportunity

  • 53. 
    If your org is configured for data export, you can schedule automatic backup files at what intervals?
    • A. 

      Daily, Weekly, and Monthly

    • B. 

      Daily and Weekly

    • C. 

      Weekly and Monthly

  • 54. 
    Formula and roll-up summary fields are included in backup exports
    • A. 

      True

    • B. 

      False

  • 55. 
    Regardless of what language is selected on the user record, all online help is displayed in the organization default language.
    • A. 

      True

    • B. 

      False

  • 56. 
    You can map custom lead fields to standard fields on the Account, Contact, and Opportunity
    • A. 

      True

    • B. 

      False

  • 57. 
    Which of the following statements is true about transferring leads?
    • A. 

      You can transfer to users, but not to queues

    • B. 

      You can transfer to queues, but not to users

    • C. 

      You can transfer to both queues and users

  • 58. 
    Email templates used in all of the following features must be public and active EXCEPT
    • A. 

      Web-to-Lead & Web-to-Case

    • B. 

      Send Email to a Contact

    • C. 

      Email-to-Case or On-Demand Email-to-Case

    • D. 

      Assignment rules

    • E. 

      Escalation rules

  • 59. 
    What is the purpose API Token field on the User object?
    • A. 

      Displays the users API token

    • B. 

      Indicates whether an API token has ever been reset

    • C. 

      Enables users to receive an API token

  • 60. 
    You cannot change the name of the default Person Account record type, and you cannot create additional record types for Person Accounts
    • A. 

      True

    • B. 

      False

  • 61. 
    What is the maximum length of a Text Area?
    • A. 

      32000

    • B. 

      255

    • C. 

      3200

  • 62. 
    The Marketing User checkbox on a user record allows users to do which of the follow actions(Multiple correct answers):
    • A. 

      Create campaigns

    • B. 

      Edit campaigns

    • C. 

      Delete campaigns

    • D. 

      Configure advanced campaign setup

    • E. 

      Use the campaign import wizard

  • 63. 
    A default person account record type named “Person Account” is automatically created when person accounts are enabled for your organization.
    • A. 

      True

    • B. 

      False

  • 64. 
    When users log in to Salesforce, either via the user interface, the API, or a desktop client Salesforce CRM confirms the log in is authorized using all of the following EXCEPT:
    • A. 

      Salesforce CRM then checks whether the user’s profile has IP address restrictions. If IP address restrictions are defined for the user’s profile, any login from an undesignated IP address is denied and any login from a specified IP address is allowed.

    • B. 

      If profile-based IP address restrictions aren’t set, then Salesforce CRM checks whether the user is logging in from an IP address she or he hasn’t used to access Salesforce CRM before.

    • C. 

      Salesforce CRM checks whether the organization has login hour restrictions. If login hour restrictions are specified, any login outside the specified hours is denied.

    • D. 

      Salesforce CRM checks whether the user’s profile has login hour restrictions. If login hour restrictions are specified for the user’s profile, any login outside the specified hours is denied.

  • 65. 
    Identify the statements that define Apex data loader?
    • A. 

      Can be used only to insert or extract SF records

    • B. 

      Can be used to insert,update,delete or extract SF records

    • C. 

      Can be used only to update and delete SF records

    • D. 

      Can be used to read,extract and load data from CSV

    • E. 

      Can be used to read,extract and load data from any MS office file

  • 66. 
    Roll-up summary fields are not visible to users if they reference fields the user can't see.
    • A. 

      True

    • B. 

      False

  • 67. 
    When creating a custom list view you can display fields that are not on your pagelayout for that object?
    • A. 

      True

    • B. 

      False

  • 68. 
    Which of the following statements is true about person accounts in backup exports?
    • A. 

      If your organization uses person accounts and you’re exporting contacts, person account records are included in the contact data. However, the contact data only includes the fields shared by contacts and person accounts.

    • B. 

      If your organization uses person accounts and you’re exporting contacts, person account records are not included in the contact data.

    • C. 

      If your organization uses person accounts and you’re exporting contacts, person account records are included in the contact data. The export includes all fields from person accounts.

  • 69. 
    If you schedule a dashboard refresh on the 31st day of every month, will the dashboard refresh in months without a 31st day?
    • A. 

      Yes

    • B. 

      No

  • 70. 
    You can create a custom report on solution categories and solution categories are available in list views.
    • A. 

      True

    • B. 

      False

  • 71. 
    Your System Administrator must reset your password for you if you lose it.
    • A. 

      True

    • B. 

      False

  • 72. 
    I can access a "list view" of records by clicking on the leads, opportunities, or accounts tabs. I can also filter my list views so I can see exactly what I need.
    • A. 

      True

    • B. 

      False

  • 73. 
    Which of these is NOT true of “list views” in SFDC:
    • A. 

      I can choose different list formats from the drop-down menu at the top of any list.

    • B. 

      List views can only be created or customized by my administrator

    • C. 

      List views are customizable, and I can create and customize my own views

    • D. 

      I can change my list view format for any record type by choosing a view type from the drop-down-menu

    • E. 

      I can drag and drop columns within my list view to change the appearance or order of data

  • 74. 
    The “Open Calendar” link below any list view can be clicked to display a view of my calendar. But, can I drag records from the list to time slots on the calendar to create events (sales calls, etc) for these records?
    • A. 

      Yes

    • B. 

      No

  • 75. 
    Records & Record Detail Pages: I can edit data for multiple records at once by selecting each of them within a list view, clicking on one of the records, and choosing the field to edit for all.
    • A. 

      True

    • B. 

      False

  • 76. 
    Records & Record Detail Pages: SFDC lets me print list views for Accounts, Campaigns, Cases, Contacts, Leads, or Opportunities.
    • A. 

      True

    • B. 

      False

  • 77. 
    Records & Record Detail Pages: What is NOT true of hover links in SFDC?
    • A. 

      Hover links can be found on record detail pages (for leads, opportunities, etc)

    • B. 

      Top of page hover links often provide a summary of information found on the bottom of a page so I don’t have to scroll down to see important activity history, notes, etc

    • C. 

      Just about every link in SFDC can be hovered over, and a summary window will pop-up.

    • D. 

      When I hover over them, I begin to levitate in my chair

    • E. 

      Hover links are cool and will save me some time when researching info about accounts, leads, opportunities, etc.

  • 78. 
    Adding Records: I must always search for a company or contact record BEFORE adding a new lead, opportunity, contact, or account into Salesforce.
    • A. 

      True

    • B. 

      False

  • 79. 
    Adding Records: If I add a duplicate record because I haven’t searched before adding a new one, the following events will be likely to happen:
    • A. 

      The data quality in Salesforce.com will start to suck, and head office reports will no longer be accurate

    • B. 

      I will complain when I inevitably end up adding notes or events to the wrong record

    • C. 

      Duplicate records are fine in SF.

    • D. 

      I will need to delete the duplicate record I have added, or merge the 2 duplicate records together.

    • E. 

  • 80. 
    Adding & Searching for Records: Which search option allows me to search across multiple fields including notes, descriptions, and comments?
    • A. 

      Advanced Search

    • B. 

      Sidebar Search

    • C. 

      Both

  • 81. 
    Editing Records: If I see a magnifying glass icon next to any field in SFDC, this means I can start typing into the field and matches will automatically appear to choose from. Or, I can click on the magnifying glass icon and look up data to fill the field with.
    • A. 

      True

    • B. 

      False

  • 82. 
    Editing Records: Which of these is NOT true? I can edit fields by:
    • A. 

      Clicking the “edit” button within a record detail page

    • B. 

      Double clicking within a field to add or edit data on a view page

    • C. 

      Selecting multiple records within a list view and editing them all at once

    • D. 

      Calling Bill and making him edit my fields for me

  • 83. 
    Editing Records: Required fields are marked by which color?
    • A. 

      Blue

    • B. 

      Green

    • C. 

      Red

  • 84. 
    Personalizing SFDC: If I want to update my personal info, email settings, etc. I have to:
    • A. 

      Contact head office

    • B. 

      Click “set up” in salesforce.com and edit my info

  • 85. 
    When I qualify a lead, the lead then automatically becomes (select all that apply):
    • A. 

      An opportunity

    • B. 

      An account

    • C. 

      A contact

    • D. 

      A campaign

  • 86. 
    When I convert a lead to an Opportunity, I should give the opportunity a unique name so I know what it is (ex: Pacific Bank – Red Package).
    • A. 

      True

    • B. 

      False

  • 87. 
    You are about to enter a new lead from a cold call into SFDC. What do you do first?
    • A. 

      Search to determine if the company record already exists in Salesforce because you NEVER want to add duplicate data.

    • B. 

      Start entering the new lead

    • C. 

      Import the lead into SFDC using your Outlook email account

  • 88. 
    Accounts can be created by converting a lead to an opportunity, or by manual entry.
    • A. 

      True

    • B. 

      False

  • 89. 
    Which will appear on your pipeline report?
    • A. 

      Leads

    • B. 

      Opportunities

    • C. 

      Accounts

  • 90. 
    Which definition best describes “accounts” and their relationships with other record types in SFDC?
    • A. 

      Accounts represent sales deals that your company is pursuing. An account may have only one opportunity associated with it.

    • B. 

      Accounts are the backbone of information and represent prospective, existing, and former customers. An account may have multiple opportunities

    • C. 

      Accounts are created after you have closed an opportunity or deal. An account must have a closed opportunity associated with it.

  • 91. 
    SFDC allows me to add a reporting hierarchy (or organization chart) to my contacts. This way I can better understand the structural dynamics within the businesses I am selling to, and remember who to contact for certain aspects of a sale.
    • A. 

      True

    • B. 

      False

  • 92. 
    Select the option that is NOT true of the “stay in touch” feature in SFDC:
    • A. 

      I can use this feature to update contact information in one click via email – this keeps my customer data up-to-date.

    • B. 

      I can send single emails, or mass emails, to all of my existing accounts or prospects.

    • C. 

      It affects directly the numbers of my forcast

  • 93. 
    Select the option that is NOT true of opportunities
    • A. 

      I should use consistent naming conventions when identifying my opportunities (ex: Account Name – Package offered)

    • B. 

      Expected Revenue is automatically generated by multiplying the Amount field by the Probability Field (I do not need to add this figure)

    • C. 

      Close Date should be the “best” guess as to when I will close a deal

    • D. 

      The amount field is not for the estimated amount of the sale, but dollar amount I will pay Bill Nuttall for processing my order.

    • E. 

      Probability is the confidence factor that I will win the Opportunity, and is typically based on the Stage Value

  • 94. 
    Task Records are "to-do" lists, are date sensitive, and must be completed before they move to my Activity History.
    • A. 

      True

    • B. 

      False

  • 95. 
    Which option is NOT true of events?
    • A. 

      Events are scheduled events or meetings

    • B. 

      Events are to-do lists

    • C. 

      I can invite participants to an Event (like scheduling a demo, for example)

    • D. 

      Events automatically move to Activity History when the time of the Event is past.

  • 96. 
    Which one of these is NOT a recorded “activity” in SFDC?
    • A. 

      Emails

    • B. 

      Dials

    • C. 

      Events

    • D. 

      Tasks

    • E. 

      Log a Call (after call completion)

  • 97. 
    I can email opportunities, accounts, leads, or contacts directly from SFDC, and all of these communications will be automatically saved in my activity history.
    • A. 

      True

    • B. 

      False

  • 98. 
    I can merge 3 records at a time in SFDC to clean up dupe.
    • A. 

      True

    • B. 

      False

  • 99. 
    Which of these is NOT true: it is possible to import my existing contacts from Outlook by:
    • A. 

      Clicking “set-up” and using the import wizard

    • B. 

      Sending emails to myself

    • C. 

      Connecting SFDC with Outlook and submitting contacts and leads to SFDC directly from my email