ADM201 Complete Dump

TBD

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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 user’s 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 customer’s 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 organization’s 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? Choose 2 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: Choose 3 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 don’t 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 the Custom 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 user’s 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 case user 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 Allowed Per 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 login’s at 3:00 PM, What happens at 3:31 PM, if the Login hours for the user’s Profile are set from 7:30 AM to 3:30 PM? What is the Impact on a User of the Organization level Locale Changes? API’s 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 Id’s 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 User—regardless 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 can’t 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 Spring’11 Release? Which of the following is used for automatically opening records by an administ In Spring’11 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 Spring’11 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 Spring’11 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 haven’t 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 user’s 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 user’s 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 user’s 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 user’s 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 group’s 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 user’s 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 user’s 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 Sam’s 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.com’s 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 Nothing—they 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 can’t 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

1

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

0

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 position’s salApproval process 1 0 Enterprise (50) & Professional (50) Marketing User

Enterprise (50) & Professional (25) Contract Manager 1

0

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

0

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

0

Child needs to be manually deleted when pa 1 0

HTML

XML 1

0

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

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

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

5

10

Yes

No

HyperLink

Substitute

Tabular Reports

Summary Reports

Import Wizard

Data Loader

Tabular

1

0

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

0

Yes Managed Packages

No Unmanaged Packages

Validation Rule

Big Deal Alert 1

Leads and Cases

0

Leads and Accounts 1

0

2 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

(1 OR 2 OR 3) AND 4

0

(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 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 Team’s 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 owner’s 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 user’s 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

0

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 wouldn’t 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

0

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

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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

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 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

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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 user’s profile has login ho Whether the user’s 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 field–level 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 user’s 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 user’s profile are hidden from an CliCk Reset Password on the user’s 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 user’s 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 User’s 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 user’s 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 criteria’s 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 Id’s are always different in different environment Throws an error and don’t 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 user’s 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 user’s 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 you’re 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 user’s profile hWhether the user’s 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 Bob’s 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 approver’s 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 organization’s 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 ( TODAY() ), MONTH( My_Date__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.

6

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 user’s profile has login hour restrictions. If login hour restrictions are specified for the user’s 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.

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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

5

Manually assign accounts to territories

6

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 user’s 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

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Text field

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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.

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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

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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. organization’s 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 ) 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 user’s profile has login ho Whether the user’s 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 field–level 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 user’s 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 user’s profile are hidden from an CliCk Reset Password on the user’s 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 user’s 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 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

User’s 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 user’s 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 criteria’s 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 Id’s are always different in different environment Throws an error and don’t 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 user’s 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

2

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 user’s 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 you’re 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

4

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 user’s profile hWhether the user’s 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 Bob’s 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 approver’s 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 organization’s 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 ( TODAY() ), MONTH( My_Date__c ) 0)

Hours_Worked__C < 0 15

a summary of the data type and object relationship

6

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

6

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 user’s profile has login hour restrictions. If login hour restrictions are specified for the user’s 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

5

Manually assign accounts to territories

6

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 user’s 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. organization’s 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 )