Diagnostic Exam 1 – Questionnaire

Organization Setup

Describe the components of the company profile

1. What is affected by changing the default locale setting for an organization?

A. LanguageB. Time zoneC. CurrencyD. Date Fields

2. Which currency is used as the basis for all currency conversion rates when the multiple currencies feature is enabled?

A. Corporate currencyB. Personal currencyC. Record currencyD. Active currency

3. Which of the following is the user’s default currency for quotas, forecasts, and reports?

A. CorporateB. PersonalC. RecordD. Inactive

4. A US sales rep is reporting that new opportunities she creates do not default to the US dollar currency, and she has to change them manually. What could the system administrator do to resolve this?

A. Change the corporate currency in the company profileB. Enable advanced currency managementC. Change the personal currency in the user's recordD. Change the record currency for opportunities

User Setup

Identify the steps to set up and maintain a user

5. Which action can a user with the standard system administrator profile take?Choose 3

A. Define and assign custom profiles to users.B. Access a log of the records a user has viewed.C. Delete user records.

D. Reset all user passwords.E. Assign feature licenses to users.

6. Which task can a delegated administrator perform?Choose 3

A. Log in as a user who has granted login access.B. Reset passwords for all users.C. Manage Specified custom objects.D. Create new user profiles.E. Manage users within specified roles.

7. What field in the user record must be unique across all Salesforce users and must be in the form of an email address?

A. EmailB. AliasC. UsernameD. Community Nickname

8. What Salesforce standard profile allows a user to view, edit, and delete records owned?

A. System AdministratorB. Standard UserC. Solution ManagerD. Marketing User

9. What Salesforce standard profile allows a user Standard User Permissions + can manage published solutions + can manage solution categories?

A. System AdministratorB. Standard UserC. Solution ManagerD. Marketing User

10. What Salesforce standard profile allows a user Standard User Permission + can import leads for an organization?

A. Solution ManagerB. Marketing UserC. Contract ManagerD. Read Only

11. What Salesforce standard profile allows a user Standard User Permission + can edit, approve, activate and delete contracts?

A. Solution ManagerB. Marketing User

C. Contract ManagerD. Read Only

12. What Salesforce standard profile allows a user to only only view records?

A. Solution ManagerB. Marketing UserC. Contract ManagerD. Read Only

13. Identify the statements that are true about deactivation of a user?Choose 3

A. All records associated to the user are deleted from Salesforce.B. The user can continue to access Salesforce with his credentials.C. The integrity of historic data is maintained.D. The user is prevented from accessing Salesforce.E. Deactivation frees up a Salesforce user license.

14. What path would the user click to grant login access to the administrator?

A. Setup | Manage Users | UsersB. Setup | My Personal Information | Grant Login AccessC. Setup | My Personal Information | Personal InformationD. Setup | Customize | Grant Login Access

Given a scenario, troubleshoot common user access and visibility issues

15. The new user business process at AW Computing specifies that the CEO, vice presidents, sales directors, and sales reps have access to Salesforce. The process also specifies that IT managers do not have access to Salesforce. For this scenario, when would you add a new user to Salesforce?Choose 2

A. John, the vice president of sales, leaves the company for a competitor.B. Ella, the IT manager, moves into a new position as a sales director.C. Mai, the sales rep, is promoted to a sales director.D. Mac joins the company as a sales director.

16. A user receives an error message when attempting to login to Salesforce. What is the first step the Salesforce administrator should take to troubleshoot the problem?

A. Change the login IP ranges.B. Unlock the user.C. View the login history.D. Reset the password.

Global User Interface

Distinguish between and identify the implications of the various user interface features that an administrator controls

17. Which setting can a system administrator control in the Salesforce user interface?Choose 3

A. Enable enhanced list viewsB. Enable hover detailsC. Enable spell checkerD. Enable Chatter for specific usersE. Enable customizable recent items

18. Which of the following tasks does inline editing support?Choose 2

A. Changing field values on the records detail pageB. Modifying content of related listsC. Modifying values of calculated fieldsD. Updating field values on enhanced lists viewsE. Modifying the values of special fields

19. Which functionality is available when enhanced lists are enabled?Choose 2

A. Create new records from a list view.B. Edit dependent picklists inline from a list view.C. Calculate the sum of a number field displayed in a list view.D. Edit multiple records directly from a list view.

20. Which of the following hovers use the mini-page layouts?Choose 2

A. Related list hoversB. Recent items hoversC. Look up hoversD. Task hovers

21. Which settings cannot be modified for individual users?Choose 2

A. LocaleB. User InterfaceC. LanguageD. Search SettingsE. Currency

22. Which component can be included in a custom home page layout?Choose 3

A. Trending Chatter topicsB. Dashboard componentsC. Messages and alerts D. Analytic snapshotsE. Pending Approvals list

Security and Access

Explain the various organization security options

23. Which option is available to a system administrator when managing passwords for Salesforce users?Choose 3

A. Admins can grant users the “password never expires” permission.B. Admins can enforce an all numeric password policy.C. Admins can reset passwords for all users at once.D. Admins can assign a password to a set of users.E. Admins can customize the message sent to locked out users.

24. Which feature restricts a user’s ability to log in to Salesforce?Choose 2

A. Trusted IP rangesB. Login hoursC. Login IP rangesD. Password policies

25. What does Salesforce authenticate before allowing a user to log in through the user interface?Choose 2

A. Whether the user’s profile has login hour restrictions.B. Whether the user’s profile has API enabled.C. Whether the user’s profile has trusted IP addresses.D. Whether the user’s profile has IP address restrictions.E. Whether the user’s profile has specified business hours.

26. Which of the following statements are true about trusted IP ranges?Choose 2

A. They enable end users to activate additional IP addresses for accessing Salesforce.B. They are used to identify regular Salesforce users.C. They include IP addresses that are used in conjunction with a browser cookie.D. They approve login requests from unknown browsers and IP addresses.

27. Which of the following statements is true about computer activation?

A. It is required to activate IP addresses for accessing Salesforce.B. It is required for all IP addresses and browsers.C. It is required to access Salesforce offline.D. It is required to identify regular Salesforce users.

28. A user profile has login hour restrictions set to Monday through Friday, 8 am to 5 pm. The user logged in at 4:30 pm on a Tuesday and it is now 5:01 pm. Which behavior of the application should the user expect?

A. The user will be able to continue working and start new sessions.B. The user will be logged out and any unsaved work in progress will be saved.C. The user will be able to continue working, but will be unable to start any new sessions.D. The user will be logged out and any unsaved work in progress will be lost.

Describe the features and capabilities of the sharing model

29. Which statement about public groups is true?Choose 2

A. Public groups can be used when manually sharing a record.B. Public groups can be used in sharing rules.C. Public groups can be created by any user.D. Public groups allow users to delete personal accounts.

30. Criteria-based sharing rules can be created for which objects?Choose 3

A. ContactsB. ProductsC. AccountsD. OpportunitiesE. Quotas

31. How are these two account sharing rules different?

Role Hierarchy

Director of Support

_____________|_________ | | Technical Support Manager Customer Support Manager | |Technical Support Rep Customer Support Rep

Sharing Rule 1 – Account Sharing Rules

• Criteria – Owner in Group: Worldwide Sales Reps

• Shared With – Role: Customer Support Rep• Account, Contract, and Asset – Read Only• Contact – Read Only• Opportunity – Private• Case – Read/Write

Sharing Rule 2 – Account Sharing Rules

• Criteria – Owner in Group: Worlwide Sales Reps• Shared With – Roles and Subordinates: Customer Support Manager• Account, Contract, and Asset – Read Only• Contact – Read Only• Opportunity – Private• Case – Read/Write

A. Rule 1 does not give account access to Customer Support Manager.B. There is no difference.C. Rule 1 gives more access than rule 2.D. Rule 2 gives access to more roles than rule 1.

32. The organization-wide default is set to private. Phil Smith, the owner of the ABC Labs account, is a US Sales Rep reporting to the US Sales Director. The users in the US Sales Rep role can edit ALL opportunities associated with the accounts they own. Tim, an EMEA Sales Rep, owns an opportunity associated with the ABC Labs account (click the image on the bottom to enlarge it):

Phil’s Role

Label: US Sales RepRole Name: USSalesRepThis role reports to: US Sales DirectorRole Name as displayed on reports: US Sales Rep

Opportunity Access

_ Users in this role cannot access opportunities that they do not own that are associated with accounts that they do not own

_ Users in this role can view all opportunities associated with accounts that they own, regardless of who owns the opportunities

X Users in this role can edit all opportunities associated with accounts that they own, regardless of who owns the opportunities

Identify the correct role access:Choose 2

A. Phil can VIEW but cannot EDIT Tim's ABC Labs.B. Tim cannot VIEW or EDIT Phil's account.C. Phil can VIEW and EDIT Tim's ABC Labs opportunity.D. Tim can VIEW and EDIT Phil's account.E. Tim can VIEW but cannot EDIT Phil's account.

33. Organization-wide defaults are set to private. Kathy is assigned the US Sales Directory Role with access rights to view opportunities owned by other users associated with her accounts. Jennifer is assigned the EMEA Sales Rep role and Phil to the US Sales Rep role.

Choose 3

Opportunity Records Related to Kathy's Account

#1 Owner: Kathy, Role: US Sales Director#2 Owner: Jennifer, Role: EMEA Sales Rep#3 Owner: Phil, Role: US Sales Rep

Role Hierarchy

VP Global Sales/Sales Operations ________|_______ | |US Sales Director EMEA Sales Director | |US Sales Rep EMEA Sales Rep

Which of the following are true?

A. Kathy can VIEW and EDIT her own opportunityB. Kathy can VIEW and EDIT Jennifer's opportunityC. Kathy can VIEW and EDIT Phil's opportunityD. Kathy can VIEW but cannot EDIT Phil's opportunityE. Kathy can VIEW but not EDIT Jennifer's opportunity

Given a scenario, apply the appropriate security controls

34. Universal Containers needs to allow a group of users to view account records they do NOT own. Which feature can the system administrator use to meet this requirement?Choose 2

A. Account record typesB. Public GroupsC. Field-Level securityD. Sharing Rules

35. Universal Containers set the Organization-Wide Defaults for accounts to public read/write. The sales management team is importing a new set of account records and needs to limit access to them. Access should be restricted to the account owner and members of a public group. How can this be accomplished?

A. Create a sharing rule to grant access to members of the public group.B. Manually share each account record with members of the public group.C. Update the organization-wide defaults for accounts to private and create a sharing rule for the group.D. Upgrade the role hierarchy and assign members of the group to a role at the top of the hierarchy.

36. Universal Finance has segmented its customer base into two categories: High Wealth and Retirement. High Wealth accounts should be visible to High Wealth sales team members only. Retirement accounts should be visible to all sales users. How can a system administrator meet this requirement?

A. Create a new profile for Retirement sales team members and remove read access to High Wealth account records.

B. Set the organization-wide default sharing to public read-only and create a sharing rule to limit access to High Wealth accounts.C. Create a new record type for High Wealth accounts and share the record type with High Wealth sales team members.D. Set the organization-wide default sharing to private and create a sharing rule to share Retirement accounts with all sales users.

37. How would you allow collaborative access to the accounts, contracts, contracts, opportunities, and cases of US Sales Rep, an APAC Sales Rep, and an EMEA Sales Rep?

A. By creating three account sharing rules to share the records between the three Sales Reps.B. By creating a public group for the three Sales Reps, and one account sharing rule to share public group's records with itself.C. By changing the organization-wide defaults for Accounts to Public Read/Write.D. By creating six account sharing rules to share the records between the three Sales Reps.

Describe the various profiles controls

38. What determines whether a user can create a new record using a specific record type?

A. ProfileB. Field-level SecurityC. Page LayoutD. Sharing

39. How can a system administrator restrict users from viewing certain fields in list views, searches and reports?

A. Set the field to hidden on the user profile.B. Remove the field from reports and list views.C. Set the field to hidden using field-level security.D. Remove the field from page layouts.

40. Sales Managers need to view and report on sales revenue across an entire company without having access to a custom object that tracks personal time-off requests. Which permission should a system administrator enable in a custom profile to meet this requirement in a private sharing model?

A. Read for AccountsB. View All for OpportunitiesC. View All DataD. Read for Opportunities

41. What is the purpose of a profile?Choose 2

A. Determine how users see the records they can accessB. Determine what records the user can access

C. Determine the roles in the role hierarchyD. Determine what users can do with the records they can access

42. Which of the following settings can be modified by an Administrator?Choose 5

A. AppsB. Customize AppC. TabsD. Run ReportsE. Record TypesF. Mass EmailsG. Page LayoutsH. Create LabelsI. Fields

43. Which profile component would you use to make a field required?

A. Lookup fieldB. Formula fieldC. Related listD. Page layout

44. What profile permission allows the user to create, edit, and delete all organizational data, regardless of sharing settings?

A. View Setup and ConfigurationB. View All DataC. Modify All DataD. Modify All

Given a scenario, determine the appropriate use of a custom profile

45. Universal Containers has set the organization wide default sharing for accounts to public read/write. What can be used to limit access to these records?

A. Role hierarchyB. ProfileC. Public GroupsD. Sharing Rules

46. Which checkbox would you clear to prevent Support Users from seeing the Discount field?

A. Visible FLS checkbox for Support User profileB. Read-Only FLS checkbox for Support User profileC. Read-Write FLS checkbox for Standard User profileD. Hidden FLS checkbox for Standard User profile

47. Universal Containers pushes an account number from an external accounting system into Salesforce. Sales users must be able to view the account number in Salesforce, but must not be able to modify it under any circumstances. How can a system administrator meet this requirement?

A. Remove the “Edit” permission on the account object for the sales user profile.B. Set the field–level security for account number to visible and read-only for the sales user profile.C. Set the account number field to read-only on the page layout assigned to the sales user profile.D. Set the organization-wide default settings for accounts to read-only.

48. A system administrator created a custom object for a recruiting application to track open positions. The administrator needs to give recruiting users the ability to read, create, edit and delete position records. How should the administrator proceed?

A. Use an existing custom profile that will automatically have the custom object permissions enabled.B. Use an existing standard profile that will automatically have the custom object permissions enabled.C. Create a custom profile and enable custom object permissions.D. Modify a standard profile and enable custom object permissions.

Standard and Custom Objects

Describe the standard object architecture and relationship model

49. What is true about standard fields?Choose 3

A. Standard fields can be deleted.B. The values in standard picklist can be edited.C. Field-level help for standard fields can not be edited.D. Custom formatting can be applied to standard auto-number fields.E. Lookup filters can be applied on relationship fields.

50. Which customization option is available for standard fields?Choose 3

A. Edit picklist values for standard fields.B. Rename standard field labels in the user interface.C. Delete standard fields.D. Remove non-required standard fields from a page layout.E. Change the field type of standard fields.

51. Identify the correct statement from the given list.

A. Lookup fields link two objects.B. Lookup fields affect security.C. Lookup fields change the record ownership.D. Lookup fields can be used to delete an object.

52. Which of the following statements are true about Master/Detail relationship in custom objects?Choose 2

A. Sharing is inherited from parent.B. Child needs to be manually deleted when parent is deleted.C. Only child fields are available for reporting.D. Lookup field on child is required.

53. What happens when you delete an object that is related to a junction object by a lookup relationship?

A. The junction object is deleted.B. The related field in the junction object is deleted.C. The master records are deleted.D. The intersection object is deleted.

54. What is used to create a relationship between an Opportunity object and a Campaign object?Choose 2

A. Primary campaign source fieldB. Campaign influence related listC. Opportunity sales processD. Campaign hierarchy field

Explain how to create, delete, and customize fields, page layouts, and list views for custom and standard objects

55. Which field type can be used as an external ID?Choose 3

A. Formula fieldB. URL fieldC. Email fieldD. Number field E. Text field

56. Sales representatives at Universal Containers need to view the number of open opportunities related to each account on the account record. How can a system administrator accomplish this?

A. Create a roll-up summary field.B. Create a new account record type.C. Create a lookup field from accounts to opportunities.D. Create a custom formula field.

57. What does the controlling field determine when field dependencies are being created?

A. The default value populated in the dependent field

B. The dependent fields that appear on a layoutC. The field-level security for the dependent fieldD. The values that appear in the dependent field

58. Which is available when creating list views?Choose 2

A. List views can be filtered using AND, OR and NOT filters.B. List views can be filtered by tags.C. List views can be filtered by record owner profile.D. List views can be filtered by record ownership.

Given a scenario, determine the appropriate fields and page layouts for custom and standard objects

59. A system administrator at Universal Containers created a custom object to capture customer feedback. How can the administrator ensure that users have access to this new object?

A. Create a lookup relationship from the account page to the feedback object.B. Add fields from the feedback object to the account page layout.C. Create a role in the hierarchy to provide user access to the new object.D. Assign the feedback page layout to the appropriate user profiles.

60. How can you ensure that a value is entered in a field?

A. By applying field-level securityB. By setting the property in the page layoutC. By creating a lookup fieldD. By defining picklist values

Explain how to create, delete, and customize record types for custom and standard objects

61. Which statement about record types is true?Choose 2

A. Record types can be used to define picklist values available for a given field.B. The ability to create records of a specific record type is determined by the profile.C. Users cannot view records assigned to a record type their profile does not have access to.D. Record types can only be assigned to one profile at a time.

Given a scenario, determine the appropriate record types and business processes for custom and standard objects

62. Which statement is true about business process?Choose 2

A. Each business process is associated with one or more record types.

B. Each record is associated with one or more business process.C. For opportunity objects, record types are created before business processes.D. Record types implement basic business processes through page layouts.E. Record types help track sales lifecycles across divisions, groups, or markets.

63. Universal Containers has multiple support teams. One team handles technical support issues and another team handles billing issues. Currently, both teams are using cases to track incoming issues. When would a system administrator consider introducing a new record type for cases?Choose 2

A. When different record access is required.B. When different field-level security is required.C. When different picklist values are required.D. When multiple page layouts are required.

64. Regional sales users at Universal Containers sell to both business and consumer accounts. However, sales users are unable to use the set of stages that apply to consumer opportunities. How can a system administrator correct this problem?

A. Check for a validation rule that restricts the visibility of the opportunity stages.B. Ensure that regional sales users are routing consumer opportunities to the appropriate approver.C. Remove all but one record type from the regional sales team profile.D. Assign the relevant record types and sales processes to the regional sales team profile.

65. Sales representatives at Universal Containers perform the initial steps in the lead qualification process and sales managers complete the final qualification steps. Universal Containers’ requirements are listed below.

Scenario

Sales Managers can access all Lead status values.Sales Representatives can only access the first three lead status values.Sales Representatives cannot access the final two lead status values.

How can a System Administrator meet these requirements?

A. Create two separate lead processes and record types.B. Use field-level security to restrict access to the lead status values.C. Create a validation rule to prevent lead conversion.D. Create two separate page layouts.

66. Universal Technology sells software and consulting services. The software sales team uses a different set of sales stages than the consulting services sales team. How can a system administrator set up the process?Choose 2

A. Use a validation rule to prevent the software team from accessing the services team’s salesprocess.B. Create a record type for each sales process and assign it to the appropriate profiles.C. Create a separate lead process for the software sales team and service sales team.D. Create a unique list of opportunity stage picklist values for each sales process.

Explain the implications of deleting fields

67. What automatically occurs when a custom field is deleted?Choose 2

A. The field is removed from the associated workflow rules.B. The field history tracking data is deleted.C. The field values are archived in the setup audit trail.D. The field is removed from associated page layouts.

68. What should a system administrator consider when deleting a custom field?Choose 3

A. Deleted fields and values can be restored from the recycle bin within 15 days.B. Field values should be archived before a field is deleted.C. Fields must be removed from page layouts after being deleted.D. Fields used in workflow and assignment rules cannot be deleted.E. Existing field values must be transferred to a new custom field.

Describe when to use and how to create formula fields

69. Which statement about formula fields is true?Choose 2

A. Formula fields are read-only on record detail pages.B. Formula fields can reference themselves in the formula.C. Formula fields can reference fields on a child object.D. Formula fields can reference fields on a parent object.

70. Universal Containers is capturing a percentage discount directly on an opportunity record. Sales management needs to include the discounted opportunity amount in pipeline reports. How can the system administrator make the discounted amount available?

A. Create a formula field to calculate the discounted amount.B. Create an auto-number field to calculate the discounted amount.C. Create a cross object formula field to calculate the discounted amount.D. Create a roll-up summary field to calculate the discounted amount.

71. Universal Containers populates the Industry field on each account record. The vice president of sales would like the industry information on related opportunity records and updated when the value is updated on the account record. How can a System Administrator meet this requirement?

A. Create a roll up summary field on the opportunity.B. Create a cross-object formula field on the opportunity.C. Create a cross-object formula field on the account.D. Create an account workflow rule with an opportunity field update.

Content and Folder Management

Describe the capabilities of Salesforce Content

Describe how folders can be used to organize and secure communication templates, dashboards, reports, and documents

72. Which statement about report folders is true?Choose 2

A. Users with the “Manage Public Reports” permission can create report folders.B. System administrators can access reports saved in users’ personal folders.C. Each user has a personal folder for email templates, reports and documents.D. Chatter Free users can access report folders but cannot see results returned in reports.

73. How can a system administrator grant users access to dashboards?Choose 2

A. Share folders with Public Groups.B. Share folders with roles.C. Create and share data categories.D. Designate running users.

74. What should be used to control a user’s ability to view a dashboard?Choose 2

A. Sharing RulesB. Source report folder accessC. Dashboard folder accessD. Dashboard properties