SUITEFOUNDATION EVALUATION EXAMS 2025/2026
QUESTIONS WITH ANSWERS RATED A+
✔✔i. Home > set preferences > appearance >
1. Colors (change theme)
2. Styles (change font and density setting for IE)
3. Chart Themes (change Chart Theme and Chart Background)
4. Centers & Dashboards (change landing page)
5. Entry Forms (limit to 2 columns, expand tabs, enable rich text editing, default rich text
font and font size)
6. Accessibility (display default theme with optimal color contrast?) - ✔✔Identify user-
level preference which modify the UI experience
✔✔1. Organizing daily activities
- Dashboards with calendars and custom searches
2. File cabinet
- Documents > Files > File Cabinet
- Advanced Add > Make all Files available without login to share - ✔✔Identify tools for
organizing daily activities, communicating and sharing documents
✔✔i. Enable features -> CRM -> SFA: manage your sales process from lead generation
to close.
ii. Setting up SFA preferences: Setup > Sales > Preferences > Sales Preferences -
✔✔Identify how to set up Sales Force Automation
✔✔i. Sales reps qualify Leads to determine their commitment to buy
ii. A qualified lead is converted to a prospect
iii. The prospect purchases and is converted to a Customer
iv. Use several statues, with probabilities, per stage for accurate tracking of lead-to-
prospect and prospect-to-customer conversions - ✔✔Identify elements in progressing
through sales cycle
✔✔i. Reports > Forecast > Forecast vs. Quota (Administrator).
1. Quota is the goal set for each sales rep for the period specified in the report.
2. Forecast/Quota Variance is the sum of the forecast divided by the quota for that sales
rep. - ✔✔Identify fields and settings which affect quota and forecast reporting
✔✔i. Setup Support Preferences (Setup > Support > Support Preferences)
ii. To set up and handle support cases, you should first create case types and case
origin types for organizing your cases. Then you can decide which items and issues you
want to offer support for. Next, you set up case rules and territories to automatically
assign cases to support reps
1. Setup > Support
a. Case Types
b. Case Origin Types
, c. Case Statuses
d. Case Priorities
e. Case Issues - ✔✔Identify how to set up and use case management
✔✔i. Setup > Company > Enable Features > CRM Subtab > Marketing Automation
1. Lists > Marketing > Marketing Campaign > New
ii. To setup marketing preferences
1. Setup -> Marketing -> Marketing Preferences - ✔✔Identify how to set up and use
marketing campaigns
✔✔1. Fulfill a sales order - Send items to a customer to complete a sale.
2. Fulfill a transfer order - Transfer inventory items to another location.
3. Fulfillment and Advanced Shipping: the process you use to bill customers depends
on if you use the Advanced Shipping feature:
a. Without Advanced Shipping, you use a single transaction to fulfill and bill sales orders
at the same time. Fulfilling a sales order automatically creates a bill based on the
fulfillment. You can partially fulfill a sales order and any items fulfilled can also be billed.
b. With Advanced Shipping, you use separate transactions to fulfill and bill sales orders.
First, you fulfill the sales order to indicate the items are being shipped. Next, you create
a bill for the shipped items.
4. Fulfillment and Pick, Pack, and Ship: this feature gives your warehouse and shipping
departments separate processes for each step to fulfill orders. - ✔✔Identify impact of
controls on steps in order fulfillment
✔✔i. Setup -> Accounting -> Accounting Lists -> Payment Method
1. American
2. Express
3. Cash
4. Check
5. Discover
6. Master
7. VISA - ✔✔Identify supported payment methods
✔✔i. Enable features -> Transactions -> Return Authorizations
ii. Once items are marked received, inventory and accounting records are updated -
✔✔Identify how Return Authorization form impacts downstream transactions and future
GL impact
✔✔1. View Invoice, click the Authorize Return button
2. View the Return Authorization, click the Approve Return button
3. View the Item Receipt and review
4. Go back to the Return Authorization, click the Refund button
5. Complete and Save the Credit Memo - ✔✔Identify impact of controls on steps in
Return Management and issuing refunds
QUESTIONS WITH ANSWERS RATED A+
✔✔i. Home > set preferences > appearance >
1. Colors (change theme)
2. Styles (change font and density setting for IE)
3. Chart Themes (change Chart Theme and Chart Background)
4. Centers & Dashboards (change landing page)
5. Entry Forms (limit to 2 columns, expand tabs, enable rich text editing, default rich text
font and font size)
6. Accessibility (display default theme with optimal color contrast?) - ✔✔Identify user-
level preference which modify the UI experience
✔✔1. Organizing daily activities
- Dashboards with calendars and custom searches
2. File cabinet
- Documents > Files > File Cabinet
- Advanced Add > Make all Files available without login to share - ✔✔Identify tools for
organizing daily activities, communicating and sharing documents
✔✔i. Enable features -> CRM -> SFA: manage your sales process from lead generation
to close.
ii. Setting up SFA preferences: Setup > Sales > Preferences > Sales Preferences -
✔✔Identify how to set up Sales Force Automation
✔✔i. Sales reps qualify Leads to determine their commitment to buy
ii. A qualified lead is converted to a prospect
iii. The prospect purchases and is converted to a Customer
iv. Use several statues, with probabilities, per stage for accurate tracking of lead-to-
prospect and prospect-to-customer conversions - ✔✔Identify elements in progressing
through sales cycle
✔✔i. Reports > Forecast > Forecast vs. Quota (Administrator).
1. Quota is the goal set for each sales rep for the period specified in the report.
2. Forecast/Quota Variance is the sum of the forecast divided by the quota for that sales
rep. - ✔✔Identify fields and settings which affect quota and forecast reporting
✔✔i. Setup Support Preferences (Setup > Support > Support Preferences)
ii. To set up and handle support cases, you should first create case types and case
origin types for organizing your cases. Then you can decide which items and issues you
want to offer support for. Next, you set up case rules and territories to automatically
assign cases to support reps
1. Setup > Support
a. Case Types
b. Case Origin Types
, c. Case Statuses
d. Case Priorities
e. Case Issues - ✔✔Identify how to set up and use case management
✔✔i. Setup > Company > Enable Features > CRM Subtab > Marketing Automation
1. Lists > Marketing > Marketing Campaign > New
ii. To setup marketing preferences
1. Setup -> Marketing -> Marketing Preferences - ✔✔Identify how to set up and use
marketing campaigns
✔✔1. Fulfill a sales order - Send items to a customer to complete a sale.
2. Fulfill a transfer order - Transfer inventory items to another location.
3. Fulfillment and Advanced Shipping: the process you use to bill customers depends
on if you use the Advanced Shipping feature:
a. Without Advanced Shipping, you use a single transaction to fulfill and bill sales orders
at the same time. Fulfilling a sales order automatically creates a bill based on the
fulfillment. You can partially fulfill a sales order and any items fulfilled can also be billed.
b. With Advanced Shipping, you use separate transactions to fulfill and bill sales orders.
First, you fulfill the sales order to indicate the items are being shipped. Next, you create
a bill for the shipped items.
4. Fulfillment and Pick, Pack, and Ship: this feature gives your warehouse and shipping
departments separate processes for each step to fulfill orders. - ✔✔Identify impact of
controls on steps in order fulfillment
✔✔i. Setup -> Accounting -> Accounting Lists -> Payment Method
1. American
2. Express
3. Cash
4. Check
5. Discover
6. Master
7. VISA - ✔✔Identify supported payment methods
✔✔i. Enable features -> Transactions -> Return Authorizations
ii. Once items are marked received, inventory and accounting records are updated -
✔✔Identify how Return Authorization form impacts downstream transactions and future
GL impact
✔✔1. View Invoice, click the Authorize Return button
2. View the Return Authorization, click the Approve Return button
3. View the Item Receipt and review
4. Go back to the Return Authorization, click the Refund button
5. Complete and Save the Credit Memo - ✔✔Identify impact of controls on steps in
Return Management and issuing refunds
