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Terms in this set (126)
Which data can be Grand totals, summarized and grouped by field
highlighted in a report names
using conditional
highlighting? (3 answers)
What kind of When the field is used in a workflow field update
circumstance will prevent
a system administrator
from deleting a custom
field?
Sales management at Roll-up summary fields
Universal Containers
needs to display the
information listed below
on each account record:
-Amount of all closed
won opportunities
-Amount of all open
opportunities
What feature should a
system administrator use
to meet this requirement?
Knowledge uses data categories and roles to make
What are the 2
articles visible to specific users AND Knowledge
capabilities of Salesforce
allows an organization to share articles with partner
Knowledge?
portal users
,What 2 items appear in a Emails not assigned to a record, and contacts not
user's My Unresolved assigned to an account
Items after
synchronization after
using Salesforce for
Outlook?
What 2 statements apply They open up access to records, and grant record
to sharing rules? access to roles and public groups
The administrator at Lookup relationship
Universal Containers will
create a custom field to
track a specific tier 2
support user on a case
record. What data type
should be used when
creating this custom
field?
What feature allows a Campaign hierarchy
user to group campaigns
within a specific
marketing program or
initiative?
Universal containers Create a lookup relationship field on the survey
wants to create a custom object and
object to capture Add the survey related list to the account page
account survey data. layout
Users must be able to
select an account from
the survey record. Users
also need the ability to
view related surveys on
the account record. What
2 ways should the system
administrator meet these
requirements?
, When are the 3 times a When records are: imported, edited by a user and
validate rule can be used updated by a workflow rule
to prevent invalid data?
What is affected by Date fields
changing the default
locale setting for an
organization?
Where are the 2 places Matrix reports and summary reports
conditional highlighting
can be used?
When converting a lead, Map custom lead fields to custom contact fields
how can an administrator
capture custom lead data
on the converted
contact?
Criteria-based sharing Opportunities, contacts and accounts
rules can be created for
what 3 objects?
What will occur when a The data displayed will vary based on the user
system administrator viewing the dashboard
creates a dynamic
dashboard?
Which 2 feature licenses Service Cloud and Knowledge
can be assigned to a user
record in Salesforce?
A sales user at Universal Forecast category and probability
Containers has updated
the opportunity stage for
an opportunity in the
pipeline. What may be
the 2 results of the stage
change?