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Terms in this set (204)
Salesforce and Marketing Automation, Customer
What is Salesforce?
Support Management
Partner Portal: Users True
login to the web portal
rather than through the
salesforce.com portal?
Calendar and Task True
Activities are both tasks
scheduled calendar
events?
Inline editing updates the When the record is saved/updated
field when
Show up to 2000 records in the record count
List view can display
Print up to 1000 records in print view
A company that uses True
custom fiscal year: A
standard forecast option
is unavailable.
Administrator will have to
build a custom forecast
for the same
Page Layout
Which are the following
Field level security
components of a profile?
Record Types
,Which of the following is Changing to or from type Date or Date/Time
true that can cause data Changing to number from any other type
loss when an existing
custom field is changed?
What is the number of 300
values allowed in
dependent pick list?
A custom multi-select False
pick list can be a
controlling field for a
dependent field?
What statement is true 4000 character is the limit on the compiled size of
regarding a custom field the formula
formula?
Formula cannot False
reference any field that is
restricted by field level
security
You can map a custom Account
lead field to only one of Contacts
the following objects at a Opportunities
single instance
Record types are used to Page layouts
implement custom
business processes by
associating them to
specific
Field level security True
cannot be used to make
a field required
Users can be restricted Field level security
to view a particular field
in views, searches, and
reports by hiding the
field at
, If phil is promoted from Create a new profile for Phil as well as new
sales assoc to senior associate. Deactivate Phil's profile with Sales Assoc
level exec, and the new role and transfer all the accounts, opportunities, and
sales assoc is appointed leads to the new associate
to take phil's
responsibilities. What are
the appropriate steps to
transfer Phil's account to
the new assoc?
It is possible for a user to True
own a record and not see
it
A role has a many to True
many relationship with
users
Sharing rules should be used when a group of users
needs access to records not granted them by either
Which of the following
role hierarchy or organization wide defaults
statements is/are true for
sharing rules?
You cannot change the specified groups or roles for
sharing rules
Case sharing rules
What are the different Lead sharing rules
types of sharing rules? Campaign sharing rules
Custom object sharing rules
Adding a user to the False
sales team group will
give access to
opportunity records that
was previously a
restricted account
Users with access to True
opportunities as sales
team members cannot
extend sharing for those
records