Name the benefits of the cloud computing model.

1. Scalability
2. Automatic upgrades
3. Pay-as-you-go
4. No capital expense, low operating cost
5. Real-time, Multi-tenant

Opportunities and quotes are a part of which cloud?

Sales

Applications are built on which platform?

Force.com

What is a trusted IP range?

A list of IPs that have been activated to access Salesforce

Which email address does Salesforce send an activation message?

The user being confirmed

Salesforce for MS Outlook is which type of client?

API

Is identity confirmation necessary if a user's IP address is known and browser cookie exists?

No

Name four fields not supported by inline editing?

1. Special
2. Calculated 
3. Read only
4. System

How would an administrator modify which fields appear on a lookup hover?

Mini page layout

Some end users can display different fields on search results from other end users ? true or false?

TRUE

Your logo must first be uploaded to the Documents tab to be included in a branded meeting request ?

True or False?

TRUE

N

Name at least three settings on the company information page that administrators can edit

1. Locale
2. Language
3. Time Zone
4. Primary Contact & Address
5. Licenses

If user currency overrides org currency, then which currency overrides user currency?

Opportunity

If you define a custom fiscal year structure, and then your company decides to use the Gregorian calendar for fiscal purposes, could you return to the standard fiscal year calendar?

No.

You must create a new custom fiscal calendar structure.

What are six standard profiles?

1. Standard User
2. Marketing User
3. Read Only
4. Contract Manager
5. Solutions Manager
6. System Administrator

What are the two Chatter Free profiles?

1. Chatter Free User
2. Chatter Moderator User

Name the Profile components:

1. Page layout
2. Field-level Security
3. Tabs
4. Record Types
5. Login Hours
6. Custom Apps
7. Admin, general & object permissions

Name the Salesforce Apps

1. Sales
2. Call Center
3. Marketing
4. Community
5. Chatter
6. Content

What are the four things looked at upon login?

1. Username
2. Password
3. IP
4. Cookie

What are the three things that restrict system access?

1. Organization wide trusted IP list (range)
2. Profile IP addresses
3. Profile login hours

What cannot be used with inline editing?

1. Related lists
2. Search & report results
3. Detailed page fields on Documents & Forecasts
4. System, calculated, special and read-only fields

What is the maximum records a list view can display?

2000

How many record types can a list view contain?

One

What is the maximum records a printable list view contain?

1000

Can printable lists be exported to Excel?

No

When is the side bar search enabled?

If Chatter is off (not enabled)

What cannot be used with Custom Fiscal Years?

Standard Forecasting

Profiles can never override...what?

The Org's sharing model or role hierarchy

What is the max. number profiles allowed for enhanced list views?

200 per view (single view)

What display labels cannot be customized/changed?

1. Help & Training
2. Setup Menu

Can you delete standard fields?

No

What fields cannot be renamed?

1. Created by
2. Last modified by

What is the max. number of values in a controlling picklist?

300

What field types can by a controlling field in a picklist?

1. Standard picklist
2. Custom Picklist
3. Standard Checkbox
4. Custom Checkbox

What field cannot be a controlling field in a picklist?

Custom multi-select picklist

What field types can be a dependant field in a picklist?

1. Custom Picklist
2. Custom Multi-Select Picklist

When are picklist dependancy rules not enforced?

During import

How can the picklist dependancy rules be retrieved through the API?

via Describe

Can dependant picklists have default values?

No

What does a lookup field link together?

two objects

How many lookup fields can be defined per object?

25

What is the custom field limit per object?

500

Can you create lookup relationships from the opportunity products?  

Yes

But you cannot create lookups to them

Field level history tracking - What is the max. number of fields that can be tracked?

20

What are the formula field limitations?

1. Read only- not editable, but could be hidden
2. Limited to 4,000 characters

Does hiding a Tab prevent the user from seeing the data?

No.  

Data visability has to be done via the object permissions 

What is the max number of columns that can be shown in a customized related list?

10

Can record types allow you segment picklist?

How?

Yes.  

Define a different set of picklist values and associate to different page layout

What are steps in creating and using a record types?

1. Create or build the record type
2. Assign the record type to one or more processes

What is the limitation of custom rich text fields?

100 characters

What are the four business processes available?

1. Sales
2. Support
3. Lead
4. Solution

A business process must be created by creating record types for which four objects?

1. Lead
2. Opportunity
3. Case
4. Solution

What are the four types of email templates?

1. Text
2. HTML with Letterhead
3. Custom HTML
4. Force.com pages

Which email templates PREVENTS sending mass email?

Force.com pages (visualforce)

Which fields are exclusive to the business processes?

1. Opportunity Stage
2. Lead Status
3. Case Status
4. Solution Status

When are formula fields recalculated?

When a record is created, saved or deleted

Where would you make a field required?

Page Layout

What are the three core building blocks of Security & Access?

1. Org Wide Defaults
2. Role Hierarchy
3. Sharing Rules

Are Users required to be associated to a Profile?

A Role?

Yes

No

Are you limited to the amount of users in the system?

No

However, you are limited to the amount of active users.

Which setting overrides the other - local vs org?

Local settings overrides org settings

Is it possible for a user to own a record and not see the record on the object?

Yes  

The owner must have "read" permission on the object

Would profile permissions override record permissions?

Yes

Profile always wins.

What does it mean for SF to be an Account-Centric platform?

The account is the central record - other records are realted to it

Please explain organization wide defaults.

Defines the baseline level of access to data records for all users within the org (not including records owned by the user or inheirited by role hierarchy)

Can a user be associated to more than one role?

No

A user can only be associated to one role.

What are the four rules of Role Hierarchy?

1. Access to records roll up
2. No lateral sharing
3. No intra-role sharing
4. The profile of the superior, controls the access to records owned by the subordinate

What is the difference between sharing rules and org wid defaults?

OWD - restrict access

Sharing rules - open access

What are the three components of Sharing rules?

1. What records can be shared?
   • owned by certain users
   • meeting certain criteria
2. With which users?
   • public groups
   • roles
   • roles and subordinates
3. What level of access?
   • Read only
   • Read/write

What is criteria based sharing rules?

Based on record field values rather than record owners.

What are the 7 types of sharing rules?

1. Account
2. Opportunity
3. Contact
4. Case (EE/UE)
5. Lead (EE/UE)
6. Campaign (EE/UE)
7. Custom Object (EE/UE)

What are the four things that can be stored in folders?

1. Email templates
2. Reports
3. Dashboards
4. Documents

What are the two main things to know about folders?

1. They are explicit - do not roll up through the hierarchy
2. Limited to one type per folder (i.e. can't mix reports and dashboards)