adm201 complete dump

7/23/2019 ADM201 Complete Dump

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Question

MultiLingual Solutions search can be enable !or"Select 2 choices#

$ser trie to login to sales!orce a%%& 'n sa( an error& )hen a*inistrator logg

$ser has +, -anges e.ne at %ro.le le/el login hours e.ne at %ro.le le/el a

onitional highlighting is a/ailable in

The $ni/ersal ontainers nee to ca%ture 'ccount sur/es& ' custo* obect ne

$ni/ersal containers ha/e 2 sales tea*s (hose sales %rocesses are ierent& )hat are the consierations that the a*inistrators shoul ha/e (hile enabling

)hile using Sales!orce !or outloo (hich o! the !ollo(ing can be in unresol/e li

o( can '%%change be use" choose 2#

' )or:o( action is to u%ate a .el& )hat is %ossible (ith this "hoose 2#

a%abilities o! ;no(lege base " choose 2#

$ni/ersal containers nee the o%%ortunit ria !ro* 8 'M to 5

$ni/ersal ontainers is in the earl %lanning stage to i*%le*ent sales!orce&co*

$ni/ersal Labs is !acing a ile**a o! too *an sste*s !or their lab technician

$ni/ersal ealthcare issue their 600 .el re%s ne( Blacberries& +T no( has t

+! our


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ou get an urgent call !ro* the >< about an en o! ear )all Street re%ort to s

The Sales


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)hich three obects in are snche bet(een Sales!orce&co* an


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+nline iting is not currentl %ossible in

)ith analtic sna%shots ou can *a% .els !ro* a source re%ort to the .els o

usto*i@able >orecasting *ust be enable !or use (ith usto* >iscal ears&

o( *an roll u% Su**ar .els can be create %er obect

To rena*e a Stanar >iel (here o ou *ae the changes

)hat in!or*ation *a be u%ate on the o*%an ,ro.leBoth accounts an users can eist in *ulti%le territories&

Stanar >iscal ears are %erios that !ollo( Fregorian calenar but can start o

+n!or*ation ou see in the ata to (hich ou ha/e access& This inclues

$sers that gain access to ata ue to their %osition in hierarchies o so base o

Multi%le recor t%es *a be create !or e/er tab (ith the ece%tion o!

'naltic sna%shots o not allo( ou to (or (ith re%ort ata si*ilarl to ho( o

$ni/ersall re=uire .els al(as is%la on eit %ages regarless o! .el?le/el

en is ata /alliation rules eecute)hat eter*ines a uni=ue $ser -ecor

+t is %ossible !or a $ser to o(n a recor an not see it i! the ont ha/e the -e

)hat in!or*ation *a be u%ate on the o*%an ,ro.le

hoose those a%%licable !or roles

-unning user o/erries our sharing *oel an (ill allo( the users (ho see the

)hat is >orce&co* Builer hoose 3 ans(ersC

'll the !ollo(ing are a%%licable !or (or:o(s ece%t

)hich o! the !ollo(ing are (or:o( actions

Territor *anage*ent can be re/erte bac once enable

Dashboars can be e.ne as "choose the correct ans(ers#

stanar %iclist be a e%enent %iclist

>or (hich obects ou ha/e business %rocesses

)hat is the li*it o! custo* obects !or nter%rise an ,ro!essional eition

or*ula >iels recalculate

elete .el count against the *ai*u* nu*ber o! custo* .els allo(e in o

o( *an .els "colu*ns# can be is%lae on a usto*i@able -elate List

ou can create the !ollo(ing *ail Te*%late >or*atsC hoose 4 ans(ers

The Siebar search oes not Search the !ollo(ingC hoose 3 ans(ers

)ho *a be assigne a (or:o( tas hoose 4 ans(ers

)hat is >orce&co* ,lat!or* hoose 3 ans(ersC

>ollo(ing are the usto* Business


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Mai*u* nu*ber o! /alues allo(e in a controlling .el is C

Select the t%e o! ashboar !or J' single ata /alue N ra(n !ro* the gran to

)hat o ou nee to s%eci! (hen ou scheule a re%ort

)here are acti/e currencies locate

ou can use a usto* Loou% .el to create a relationshi% bet(een an o%%ortu' chec bo can be a controlling .el in a .el e%enencC

rules o%en u% access (hereas organi@ation (ie e!ault restricts access

Select the o%tions a%%licable to *anage %acages

obects inclue e!ault business %rocess

'll the !ollo(ing are Main Setu% areas in Sales!orce&co* ,T

loning a ashboar =uicl creates a ne( ashboar (ith the sa*e %ro%erties

'n organi@ation has ecie to *anage hiring an %ositions& ' custo* obect h

$sers at an gi/en role le/el can /ie( eit an re%ort on all ata o(ne b or

>orecasting can be use (ith usto* >iscal ears)hat is the li*it o! acti/e (or:o( rules !or nter%rise an ,ro!essional eition

)hich o! the !ollo(ing is a stanar ,ro.le

an searches an .lters be cancelle i! the tae a long ti*e

' user has logge into sales !orce !e( *inutes be!ore the login hour restriction

(eb to lea ho( *an casesIleas can be create in a a

'n org has *ulti%le recor t%es !or leas an o%%ortunit account N(hen a lea

To enable Advanced Currency Management for an organization, an administrator must

All of the following are true about Opportunity Pipeline and Forecast reporting EXCEPT:

A service portal user may close their cases using uggested olutions in the self service p

Custom Formula fields do !ot support which of the following functional e"pression#

$ou have %ead Only access to an account& can you add a tas' or event to the account#

Fields hidden using Field (evel ecurity are sub)ect to *ata +alidation %ules,

-hich of the following best describes the Opportunity tage .istory related list#

An Approval Process begins when a record is:

-hen you add a custom ob)ect tab& all of the following will be accessible with the ob)ect

when you *elete a lead from a campaign& it deletes the lead record itself,

-hich of the following F applications enables organi/ations to speed and streamline all p

$ou can use standard reports when creating *ashboards

Case escalation rules triggered on the last modification will be reset each time a user does

who can select the 0sharing0 button on Account and Opportunity records#

-hich of the following components is the central repository to manage all presentations& c

$O1 are wor'ing with a Professional Edition organi/ation, They wish to install the E"pense

what type of report cannot be used to run a dashboard report#

your organi/ation is a 12based company with a default currency of 1 *ollars, As a sales

Custom (in's can be used for the following:

The auto*ate case user (ill be liste on the case histor !or all actions that ar

' %ro.le contains the settings an %er*issions that control (hat users (ith that

Ti*e?De%enent )or:o( N Mai*u* Triggers 'llo(e ,er -ule

*efault values are available for standard te"t fields

All of the following ob)ects may have a 3ueue EXCEPT

4t is possible to share a custom ob)ect record manually


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4s possible to view a forecast based on all of the following EXCEPT:

-hich of the following does a Profile control#

+! a lea (ith a single *areting ca*%aign is con/erte the ca*%aign in!or*a

-hich of the following are true about 5aster6*etail relationship in custom ob)ects#

-hen test driving an application on the AppE"change *irectory& it is not possible to view th

+! a %ro.le oes not ha/e access to an a%%lication that %ro.le (ill also not ha/e

-hich type of field cannot have universal re3uiredness#

Custom -eb Tab may consist of all the following EXCEPT:

$ou can map a custom lead field to only one of the following ob)ects at a single instance 7c

iel Le/el SecuritO a $ser associat4s it possible to relate a person account to a contact on a business account,

.ow is the e"pected revenue calculated in the opportunity#

A custom loo'up field can be added to create a relationship between a standard ob)ect and

'ssu*e the


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$ou can use standard reports when creating

The difference between an opportunity record type and a sales process is:

An 2Control may be used in all of the following ways EXCEPT

Assets are related to which of the following sets of ob)ects#

All of the following may be uploaded to the AppE"change *irectory EXCEPT:

-hich ob)ects can be customi/ed for history trac'ing#

-hen loo'ing at a +ertical column chart& what can a user clic' on to drill down to a filtered-hich is a capability of a campaign#

-hich function can be performed using enhanced profile management#

-hich Cannot be done using the alesforce to alesforce connection finder #

The value in a custom field called alary is =;&;;;, -hat would the formula& 4!158E%7

-hat can be viewed using the process visuali/er#

-hich two functions return the same result when used with fields of the same data type#

.ow would an administrator ensure that specific field values are always represented by t

-hich statement is T%1E regarding loo'up filters#

-hich statement is T%1E regarding high volume portal users#

-hich type of field can a loo'up filter be applied to #-hich action can be performed on the Campaign 5ember Ob)ect#

-hich action type is represented by an icon in the process visuali/er#

-hich email address option is available to override the From Email Address in a wor'flow

-hich is a featur of combination charts#

Dashboars can be create b using Stanar -e%orts as Source -e%orts

)hich o! the !ollo(ing is Eunctionalit

)hich o! the !ollo(ing is Eot a Manator >iel (hile creating a $ser -ecor

)hat is the +*%act on a $ser o! the


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)hich o! the !ollo(ing is not a Stanar Sales!orce&co* '%%lication

)hich o! the .el t%es cannot be use as an ternal +

Do Galiation rules get en!orce on the Lea on/ersion

Pueues cannot be create on (hich iels are allo(e on a single -e%ort

)hich o! the !ollo(ing is not an a/ailable !unction in the >or*ula >iels

o( *an custo* .els can be create on an obect in an unli*ite ition

)hich T%e o! -e%orts canOt be use to create grou%s o! ata or charts

)hich o! the !ollo(ing is the best (a to *ae the >iel Manator !ore/erone

)hich o! the !ollo(ing cannot be on the controlling sie o! the De%enent

,iclist


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' sales tea* is a set o! users that nor*all (or together on AAAAAAAAA


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# >or*atting o! re%ort is *aintaine (hen it is e%orte /ia ,rintable Gie(

)hich one is the !ollo(ing is a sales!orce&co* e.nition !or a Lea

o( *an $ser recors can be i*%orte /ia +*%ort )i@ar

)hich o! the !ollo(ing is true about ,age laouts

Scheule re%orts run in the ti*e @one o! the user (ho scheules the re%ort&

+! a -e%ort is run (hich returns 20000 recors then


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S%eci! the orer o! eecutions "Matching 'ns(er sa !ro* 1 N 4#

)hen a Locale settings is change (hich one o! the !ollo(ing gets change

)hich o! the !ollo(ing can be custo*i@e in the ho*e %age laout "hoose 3 '

)ithout changing the %ro.le o! a %erson (hat o! the !ollo(ing can be one "h

$ni/ersal containers ha/e t(o sales tea*s ealing (ith ierent t%es o! o%%o

+! an o%%ortunit is eite (hich one o! the !ollo(ing is liel to be change "

$ser recei/es a login error& )hat shoul the a*in o .rstilters a/ailable in usto* List /ie(

nhance %ro.le list /ie( allo(s

To calculate a su**ar /alue on a set o! relate ca*%aigns

hoose 2 o%tions on !olers

To restrict .els !ro* Search -e%orts an

)hat can a Sste* a*in assign to both +eas an 'ns(ers

De.ning a categor !or solutions enables 2 o%tions

Mareting an Sales users at $ni/ersal ontainers (oul lie *ore /isibilit int

o( can an '*inistrator custo*i@e ca*%aign *e*bershoose 2 ans(ersC


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)hich action can be %er!or*e on the a*%aign Me*ber obecthoose 3 ans

)hich is a ca%abilit o! a ca*%aign hoose 2 ans(ers

+s it true that ca*%aigns an o%%ortunities ha/e *an to *an relationshi%

ou *ust create the business %rocess be!ore creating recor t%es !or each o! t

)hat can be re/ie(e using the %rocess /isuali@er

The auto*ate case user (ill be liste on the case histor !or all actions that ar

)ho *a be assigne a (or:o( tas There are 4 correct ans(ers)hich e*ail aress o%tion is a/ailable to o/errie the >ro* *ail 'ress in a

)or:o( Tass are Eor custo* obect recors to a%%ear in search results associate tab onl nees

)ill t(o ierent users get the sa*e search results on searching !or a co**on

're Tags searchable !ro* stanar Search co*%onent

-ecent +te*s use the

AAAAAAAAA are (ors or short %hrases that users can associate (ith *ost Sales!o

)hat ha%%ens (hen a user clics on the reate Ee( '%%s o%tion %resent in the

AAAAAAAAAA are a collection o! >orce&co* co*%onents an a%%lications that are

ou can set the Tab as a Laning Tab (hile creating the Tab !or the


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)ith S%ring11 release no( ou can ha/e ,hotos in Dashboar co*%onents

)hich o! the !ollo(ing are ne( !eatures on hatter tab

)hich o! the !ollo(ing is the ne( (or:o( !eature o! S%ring11 -elease

>iel Sets (ors on both Stanar as (ell as usto*


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o( *an (or:o( rules can ou create %er entit

)hat is the e!ault re%ort !or*at !or ne( re%orts create in re%ort builer

)hich o! the !ollo(ing is %art o! the Sales lou 2&

)hich o! the !ollo(ing are stanar Sales!orce a%%lications

)hat can an a*inistrator custo*i@e !or the Ser/ice lou console

)hich is a consieration (hen creating a rill?to?etail ashboar co*%onent

)hich can be accesse b a hatter >ree userThis t%e o! relationshi% lins t(o obects together but it has no eect on elet

)hen ou elete a ontact itOs associate a*%aign Me*ber recor is elete

Data Galiation rules is not su%%orte in (hich Sales!orce eition

+enti! the true state*ents about the (or:o( a%%ro/al %rocess

,rintable Gie( oes not Sa/e all the re%ort !or*atting&

)hich ata can be snche using the ne( Sales!orce !or


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)hen ou a a custo* obect tab all o! the !ollo(ing (ill be accessible (ith t

(hen ou Delete a lea !ro* a ca*%aign it eletes the lea recor itsel!&

)hich o! the !ollo(ing S> a%%lications enables organi@ations to s%ee an strea

'll o! the !ollo(ing obects *a ha/e a =ueue ,T

ou can use stanar re%orts (hen creating Dashboars

ase escalation rules triggere on the last *oi.cation (ill be reset each ti*e

(ho can select the VsharingV button on 'ccount an ielsC

$sers can be elete !ro* sales!orce&co*

)hen con.guring usto*i@able >orecasting ou can set (hich o! the !ollo(ing


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Select the best co*%onent to use i! ou (ant to list the to% ./e sales %er!or*e

usto* !or*ula .els are recalculateC

)hat are the o%%ortunit e!aults (hen con/erting a lea to an o%%ortunit

)hat is the ierence bet(een the Mareting $ser ,ro.le an the Mareting $s

o( *an other .els *a a custo* lea .el be *a%%e to (hen con/erting

>olers are use to *anageC

+s it %ossible !or a ,age laout to be associate (ith a -ecor T%e&)hich o! the !ollo(ing obect relationshi%s is Eiels hien using >iel Le/el Securit are subect to Data Galiation -ules&

ou ha/e -ea or*ula .els o Eot su%%ort (hich o! the !ollo(ing !unctional e%ressi

' ser/ice %ortal user *a close their cases using Suggeste Solutions in the sel

De!ault /alues are a/ailable !or stanar tet .els

'll o! the !ollo(ing are true about orecast re%orting

-ecent +te* an Loo u% o/er Gie(s use the

Ea*e one %lace (here inline iting is not currentl %ossible&"hoose 2 ans(er

Searches an >ilters that tae a long ti*e *a be cancelle

)hat in!or*ation oes the o*%an ,ro.le ol

)hat in!or*ation *a be u%ate on the o*%an ,ro.le

Stanar >iscal ears are %erios that !ollo( Fregorian calenar but can start o

usto* >iscal ears are !or co*%anies that brea o(n their .scal ears =uart

>or (hich obects ou ha/e business %rocesses

o( *an .els "colu*ns# can be is%lae on a usto*i@able -elate List

' chec bo can be a controlling .el in a .el e%enencC

ou can use a usto* Loou% .el to create a relationshi% bet(een an o%%ortu

$ni/ersal ontainers (oul lie their sales re%s to be able to sen brane e*a

o( oes an agent sub*it an article !or %ublishing hoose 3 ans(ersC

o( can hatter !ee !or content can be usehoose 2 ans(ers MMM

)hich state*ent is T-$ regaring e%enent loou%shoose 2 ans(ersC

)hich is a ca%abilit o! rag?an?ro% ashboarshoose 2 ans(ersC

)hich is a ca%abilit o! the lou Scheulerhoose 2 ans(ersC

)hich is a ca%abilit o! hatterhoose 3 ans(ersC

)hat eter*ines the suggeste criteria !or loou% .lter

)hat can an agent o (hen resol/ing a casehoose 2 ans(ers


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)hat t%e o! .el can a loou% .lter be a%%lie tohoose 3 ans(ers ***

$+ co*%onent !or tag 'ccess"hoose 2#

)hich Ste% is not a %art o! creating custo* a%%licationC

' role has *an to *an relationshi%s (ith the user

)hich o! the !ollo(ing are stanar Sales!orce obects "Select all that a%%l#

)hich o! the !ollo(ing (ill not b%ass +entit on.r*ation "select one#

)hich o! the !ollo(ing state*ents are true concerning e*ail acti/ation "select)hen trans!erring an account !ro* one user to another (hich o! the !ollo(ing

$sing the !ollo(ing hierarch i! a sharing rule eists granting ile attach*ents ocu*ent tabs an sales !orce content count to(ars Data S

)hat (oul %re/ent a user !ro* incluing .els (hen running a re%ort

The sste* a*inistrator has create a ne( custo* obect an a%%lication& Thi

ou can then associate each business %rocess (ith one I *ore recor t%es an

+n orer to i*%le*ent *ore business %rocess *ulti%le recor t%es *ust also

>iel?le/el securit can be use to *ae a .el re=uire

ou can custo*i@e to restrict users abilit to log in to sale!orce& ***+s it %ossible !or a user to o(n a recor an not see it

)hat is true about a -ole

)hat is True about the -ole ierarch

)hich o! the !ollo(ing co*%onents is is%lae onl i! the recor in the etail

+! using usto*i@able !orecasting there is a se%erate !orecast role hierarch

)hat is Sharing -ule ***

)hat is not true about sharing -ules

' %ublic grou% is a grou%ing o! all ce%t

)hich o! the !ollo(ing co*%onents inherits the recor t%e an %ro.le associati

)hat ha%%ens (hen an e*ail is sent to a custo*er !ro* a case

)hat obects are cases relate to

)h (oul ou use earl triggers

+! ,hil is %ro*ote !ro* a Sales 'ssociate to Senior Sales ec an the ne( sal

)hich state*ent is I are !alse !or !olers

The si@e li*it !or ocu*ents u%loae isC

'uthor an the o(ner ha/e sa*e access to the ocu*ent

ou can u%ate licenses on the o*%an ,ro.le&

' co*%an that uses custo* .scal earC ' stanar !orecast o%tion is una/ailab

)here (oul ou *ae a .el re=uire

'cti/ities are both Tass an alenars&

>iel Le/el Securit cannot be use to *ae a .el re=uire&

)hich o! the !ollo(ing is true that can cause ata loss (hen an eisting custo*

)hich o! the state*ents isIare true !or ata /aliation

+enti! the state*ent that correctl e.nes ata /aliation

)hat state*ents is >alse !or a (or:o( tas

)or:o( -ules onsist o! the !ollo(ing co*%onents

)hich o! the !ollo(ing state*ents isIare true !or sharing rules "hec all that a

$sers (ith access to o%%ortunities as sales tea* *e*bers cannot eten shari


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)hich are 'cti/it 'ttach*ent nhance*ents in S%ring 11

The .rst a%%ro/al ste% in a %rocess s%eci.es the action to tae i! a recor oes

'ccount Tea*s *ight be utili@e !or (hat

ou can onl use stanar .els (hen generating e*ail an *ail *erge ocu*

)hich o! the !ollo(ing chart t%es oes not su%%ort o*bination hart

usto* Su**ar >or*ulas can run calculations on re%ort calculations&

)hich is true about a hatter ,lus user)hich t%es o! .les can be accesse !ro* the >iles tab

)hich !unction is a/ailable in the re%ort builer inter!ace %rior to running the r

' controlling %iclist can ha/e u% to ho( *an /alues

)hat oes a %ro.le control

)hat are the three core builing blocs o! Securit an 'ccess in Sales!orce

-ecor t%e %iclist .ltering a%%lies to e%enent %iclists&

)hich obects can be store in a !oler

)hich Sales!orce eitions su%%ort Sanbo ***

)hat ha%%ens (hen ou elete an obect that is relate to a unction obect b

)hich o! the !ollo(ing ollaboration lou nhance*ents >eatures are auto*atiscal ear can start on Ma 1st&

'cti/e urrencies li/e in o*%an ,ro.le user recor ",ersonal Setu%# an in iels are

an stanar .els be re*o/e !ro* the ,age Laout ***

)ho can create usto* >iels

)hat are the .el %ro%ert o%tions !or usto* >iels

)hat obects ha/e stanar business %rocesses

)hat o Business %rocesses o

De.ne the sste* '*in %ro.le&

De.ne the Stanar $ser %ro.le&

De.ne the Solution Manager ,ro.le&

De.ne the Mareting $ser ,ro.le&

De.ne the ontract Manager %ro.le&

De.ne the -ea alseC ' checbo can be a controlling .el in a .el e%enenc

o( *an instances o! %ersonal tags can be a%%lie to recors

)hat is re=uire to create a ne( user


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' co*%an has a custo* .el Vours )oreV an the ss a*in is tase to c

)hat are the alse >inal reect actions in a (or:o( a%%ro/al %rocess can inclue acti

+nline iting u%ates the .el (hen

True or >alse& -ecor locing in a (or:o( a%%ro/al %rocess %re/ents users !ro

True or >alse& Data Galiation -ules are !oru*ulas that e/aluate VTrueV&

)hen are ata /aliation rules eecute

'ccoring to Sales >orce console is not !or occasional users o! Sales>orce& The

)hen ou e.ne a Data Galiation -ule (hat *ust ou also e.ne

)hat oes the e!ault locale i*%act

an ou set Stanar an usto* .els as uni=ue or re=uire using the ,ro%ert

)hich obects ha/e built in i*%ort (i@ars ***

Do o%%ortunities or cases ha/e i*%ort (i@ars

an the DataLoaer access all obects

+s the DataLoaer lou base

)hat atabase actions can the DataLoaer %er!or*

True or >alse& To log into the Data Loaer the +, aress *ust be a truste +,

)hen is it a%%ro%riate to use the +*%ort )i@ar /ersus the Data Loaer

)hat are Stanar -e%orts

True or >alse& Stanar -e%orts Ma be use as a starting %oint !or usto* -e%

True or >alse& Stanar -e%orts can be elete

)hich taes %receenceC $serOs language setting or o*%an %ro.le e!ault la

True or >alse& usto* Su**ar >or*ulas are base on har recor /alues but u

De.ne the Tabular -e%ort&

De.n the Su**ar -e%ort&

De.ne the Matri -e%ort&

The Director o! Sales (ants a re%ort that *eets the !ollo(ing criteriaC

)hich re%ort !or*at (oul ou use to create this custo* re%ort


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The Director o! Sales (ants a re%ort that sho(s the alseC The running user o! a ashboar o/erries the sharing *oel to

True or >alseY There are *an ashboar co*%onents !ro* S> Labs incluing th

)hat ha%%ens i! chatter is enable in an org (ith 15 or !e(er users

ach (or:o( rule a%%lies to a single obect such as leas accounts or o%%ort)or:o( rules canOt be triggere b ca*%aign statistic .els incluing ini/iu

)or:o( rules can be triggere an ti*e a recor is sa/e or create e%eni

)or:o( rules are triggere (hen a stanar obect in a *aster?etail relations

)or:o( rules on custo* obects are auto*aticall elete i! the custo* obec

ou canOt %acage (or:o( rules (ith ti*e triggers&

+t is onl necessar !or +entit on.r*ation i! +, aress is unno(n an bro(s

$sers can search !or ,ublic Tags !ro* the Siebar an '/ance Search

,ersonal Tags can not be share

)hen ou con.gure Search Settings !or our iscal ear (ors on a e.ne once an use e/er(here -ule Select+! a Stanar


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)hen creating a custo* list /ie( ou can is%la .els that are not on our %a

>or*ula an roll?u% su**ar .els are inclue in bacu% e%orts

-egarless o! (hat language is selecte on the user recor all online hel% is i

ou can *a% custo* lea .els to stanar .els on the 'ccount ontact an

ou cannot change the na*e o! the e!ault ,erson 'ccount recor t%e an o

Loou% relationshi% .els are a/ailable in ,ersonal ition

-oles are a/ailable in ,ersonal an Frou% eition+! ou relabel a Stanar or*ula cannot re!erence an .el that is restricte b >iel le/el securit

Qoe is atte*%ting to i*%ort an in/ali /alue into a %iclist .el& The i*%ort (i@

isting recors that *eet the )or:o( -ule criteria trigger the -ule&

ou cannot *ass re*o/e recors !ro* an a%%ro/al %rocessY re*o/al o! recors

>or*ula .els can be con/erte !ro* or to other .el t%es&

ou ha/e to enable the -e%ort Builer $%grae .rst to use Master harts&

'/ance .lter conitions can be a%%lie to a roll?u% su**ar .el

-oll?u% Su**ar .els an !or*ula .els are al(as rea onl on etail %agesSales $ser is a stanar %ro.le&

' solution can onl belong to one categor&

+ can access a Vlist /ie(V o! recors b clicing on the leas o%%ortunities or a

' e!ault %erson account recor t%e na*e J,erson 'ccountK is auto*aticall

The relationshi% grou% (i@ar lets ou create an eit relationshi% grou%s regar

>or each %ro.le ou can set the hours (hen users can log in an the +, aress

+! single sign?on is enable !or our organi@ation ',+ an esto% client users c

-oll?u% su**ar an !or*ula .els are al(as rea?onl on etail %ages&

+! ou elete a re%ort an change our *in ou can retrie/e it !ro* the reccl

+! ou change the ata t%e !ro* a hecbo to a ,iclist it can cause ata loss

ou elete the usto* >iel -egion& 'll ata relate to -egion (ill also be elet

+! ou gi/e a user the J)eel Data %ortK %er*ission (hich is neee to e%

[rror\ is%las on re%ort cells i! our custo* su**ar !or*ula out%ut is o/er

To *ini*i@e the nu*ber o! sharing rules use V-oles an SuborinatesV o/er V-

ou ha/e to enable the -e%ort Builer $%grae .rst to use Scatter harts&

Qoe i*%orts recors !or Sara a non?acti/e user& SaraOs recors (ill be assigne t

an ou inclue attach*ents in the Data %ort&

,artner %ortal an custo*er %ortal users arenOt re=uire to acti/ate co*%uters t

+! the %ri*ar obect on a custo* re%ort is a custo* obect an the custo* ob

)hen setting u% an user the .rst na*e o! the user is not re=uire&

-ecors in the reccle bin o E


62/636

The sste* auto*aticall *a%s stanar lea .els to stanar account conta

an ou uninstall an '%%change a%%lication once it has been e%loe&

'll eisting custo* obects that (ere %re/iousl e%loe (ill still be e%loe

usto* D allo(s *e to a a re%orting hierarch "or organi@ation chart# to * cont

)hen + con/ert a lea to an or*ulas Select the correct choice

Select (hich is Eot '%%licable& )hat oes a ,age Laout control Select the choi


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The reate Ee( >oler lin (ill onl be /isible to users (ith (hich %er*ission

The si@e li*it !or ocu*ents u%loae isC

ou can set u% Sales!orce to auto*aticall sen e*ail alerts assign tass or u

)or:o( >iel $%ates s%eci! the .el ou (ant u%ate an the ne( /alue !

)hich o! the !ollo(ing is true about sales!orce

+enti! the ashboar co*%onents !ro* the list

' )or:o( 'lert can be trace in 'cti/it istor'll o! the !ollo(ing are true about Galiation -ules ,TC

Stanar users can i*%ort a *ai*u* o! ho( *an account recors in a sessi

o( *an recors o! a custo* obect can a Sste* '*in i*%ort using the Sal

ou are li*ite to AAAAAAAA ne( %iclist or *ulti?select %iclist /alues !or an .e

's an '*in ou can scheule regular ata i*%orts using the Data Loaer

our reccle bin recor li*it is AAA ti*es the Megabtes "MBs# in our general s

)hat are true !or the ata loaer

The user e!ault login hours are 8C00 'M ? 5C00 ,M& The user logs in at 4C30 ,M

)hen is a custo* obect create

The organi@ation (ants users to /ie( the etails o! the calenar o! the account' %articular role nees eit on contacts /ie( eit an elete on contracts an

' %articular tea* nees to trac ini/iuals (oring on cases an the ini/iual

'n a*inistrator has gi/en access to all users to /ie( the %ublic !olers in solu

org (ants to create a !ollo( u% tas base on a .el change& )hich is the best

)hich is not true about enhance list /ie(s "choose 2#

The a*inistrator (ants to create 3 custo* .elsC an auto?nu*ber a tet .el

+! the ata /aliation at (eb?to?lea !or* !ails (ho (ill get error re%ort

)hich sales!orce&co* !eature allo(s the org to ca%ture -


64/636

)hat ste%s are %art o! the %rocess to enable Multi?urrenc in an organi@ation

To trac re/enue gain or loss base on currenc :uctuations ou *ust i*%le*e

)hen i*%orting Lea recors ou *ust use AAAAAAA urrenc

)hen controlling an e%enent .els are a/ailable in onnect


65/636

*ail te*%lates use in all o! the !ollo(ing !eatures *ust be %ublic an acti/e

)hat is the %ur%ose ',+ Toen .el on the $ser obect

)hat is the *ai*u* length o! a Tet 'rea

The Mareting $ser checbo on a user recor allo(s users to o (hich o! the !

+enti! the state*ents that e.ne '%e ata loaer

)hich o! the !ollo(ing state*ents is true about %erson accounts in bacu% e%

+! ou scheule a ashboar re!resh on the 31st a o! e/er *onth (ill the a)hich o! these is EDC

The J


66/636

)ith the V*anage ca*%aignV button on ca*%aign selecte (hat all can ou o

' custo* lea .el can be *a%%e to

)hat is the role o! V,ri*ar


67/636

ou can create (hich o! the !ollo(ing t%es o! e*ail te*%lates "Multi%le correct

)hat is the *ai*u* length o! an auto?nu*ber .el

+! our org is con.gure !or ata e%ort ou can generate bacu% .les *anuall

)hat is the *a length o! the .el t%e VTetV

)hat is the *ai*u* length o! the .el t%e VTet ncr%teV

)hich o! the !ollo(ing utili@e the V'uto*ate ase $serV "Select all that a%%l#C

+! a users %ro.le contains log in hour restrictions (hich o! the !ollo(ing ti*e)hich o! the !ollo(ing are true about the .el t%e VTet 'rea"Long#V

+! our organi@ation has territor *anage*ent account an o%%ortunit list /ie

)hich o! the !ollo(ing are true about )eb?to?Lea

)hich o! !ollo(ing is grante b the Manage ases ,er*ission "Select all that a

)hat is aecte b changing the e!ault locale setting !or an organi@ation

)hich currenc is use as the basis !or all currenc con/ersion rates (hen the

)hich o! the !ollo(ing is the users e!ault currenc !or =uotas !orecasts an r

' $S sales re% is re%orting that ne( o%%ortunities she creates o not e!ault to

)hich action can a user (ith the stanar sste* a*inistrator %ro.le tae

)hich tas can a elegate a*inistrator %er!or* hoose 3)hat .el in the user recor *ust be uni=ue across all Sales!orce users an *u

)hat Sales!orce stanar %ro.le allo(s a user to /ie( eit an elete recors

)hat Sales!orce stanar %ro.le allo(s a user Stanar $ser ,er*issions ^ ca

)hat Sales!orce stanar %ro.le allo(s a user Stanar $ser ,er*ission ^ can i

)hat Sales!orce stanar %ro.le allo(s a user Stanar $ser ,er*ission ^ can

)hat Sales!orce stanar %ro.le allo(s a user to onl onl /ie( recors

+enti! the state*ents that are true about eacti/ation o! a user hoose 3

)hat %ath (oul the user clic to grant login access to the a*inistrator

The ne( user business %rocess at ') o*%uting s%eci.es that the ria 8 a* to

)hich state*ent about %ublic grou%s is true hoose 2

riteria?base sharing rules can be create !or (hich obects hoose 3

$ni/ersal ontainers nees to allo( a grou% o! users to /ie( account recors t

$ni/ersal ontainers set the inance has seg*ente its custo*er base into t(o categoriesC igh

o( (oul ou allo( collaborati/e access to the accounts contracts contracts


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)hat eter*ines (hether a user can create a ne( recor using a s%eci.c recor

o( can a sste* a*inistrator restrict users !ro* /ie(ing certain .els in list

Sales Managers nee to /ie( an re%ort on sales re/enue across an entire co*

)hat is the %ur%ose o! a %ro.le hoose 2

)hich %ro.le co*%onent (oul ou use to *ae a .el re=uire

)hat %ro.le %er*ission allo(s the user to create eit an elete all organi@ati

$ni/ersal ontainers has set the organi@ation (ie e!ault sharing !or accounts)hich checbo (oul ou clear to %re/ent Su%%ort $sers !ro* seeing the Disc

$ni/ersal ontainers %ushes an account nu*ber !ro* an eternal accounting s

' sste* a*inistrator create a custo* obect !or a recruiting a%%lication to tr

)hat is true about stanar .els hoose 3

)hich custo*i@ation o%tion is a/ailable !or stanar .els hoose 3

+enti! the correct state*ent !ro* the gi/en list&

)hich o! the !ollo(ing state*ents are true about MasterIDetail relationshi% in

)hat ha%%ens (hen ou elete an obect that is relate to a unction obect b

)hat is use to create a relationshi% bet(een an


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)hat can a *areting user o using the Manage Me*bers button on a ca*%aig

' user res%onsible !or *anaging an creating ca*%aigns is unable to create a n

' *areting *anager nees to /ie( su**ar *etrics across a set o! relate ca

)hat obects are cases relate to hoose 2

$ni/ersal ontainers outsources its .rst tier o! custo*er su%%ort to a %artner&

)ho can cases be assigne to (hen case assign*ent rules are being set u%

)hich user is liste in the case histor relate list !or case changes *ae !ro*)hich tool is use to ienti! the case that has *ature

)h shoul ou use earl triggers

)hich !unctionalit is a/ailable (hen solution categories are enable hoose 2

)here can *ulti?language solution search !eature be enable hoose 2

)hich tab can be inclue in a custo*er %ortal hoose 2

)hat can a sste* a*inistrator custo*i@e !or a %artner %ortal (ithout aectin

)hat can an a*inistrator assign to both +eas an 'ns(ers

)hich ste% is re=uire to enable an create an 'ns(ers co**unit hoose 3

)hich state*ent about *aster an chil ieas is accurate hoose 3

The best (a to *onitor ne( %ostings is to regularl re/ie( (hich tabs)here can Sales!orce ;no(lege be accesse hoose 2

)hat is a ca%abilit o! Sales!orce ;no(lege hoose 2

)hich !unctionalit is a/ailable (hen custo*i@ing tass hoose 2

$ni/ersal ontainers has certain custo*ers that *ust be %lace on the Do Eot

)here %osts o! e/erone ou are !ollo(ing are is%lae an e/erone can see

)here onl %osts irecte to ou are is%lae an e/erone can see (hat ou

)here onl users (ith access rights can /ie( or %ost here

)here onl grou% *e*bers can /ie( or %ost here

)ho has the %er*ission to eit a hatter %ro.le

)hich o! the !ollo(ing are goo hatter ti=uettes hoose 2

o( can a sste* a*inistrator a users to a Sales!orce organi@ation using

)hich is a ca%abilit o! hatter .les hoose 2

+n Sales!orce (hat oes Data Storage inclue

)hat is the *etho to %ro/ie access to ocu*ents (ithin Sales!orce (ithout =

)hat can be trans!erre !ro* one user to another user uring a *ass trans!er o

>or ho( *an as (ith the -eccle Bin hol elete ata

' *areting user has recei/e a .le o! leas to i*%ort into Sales!orce& )hat is

)hich o! the !ollo(ing state*ents are true about i*%orting ata using the +*%o

)hat are the li*its !or the 'ccount ^ ontacts i*%ort (i@ar %er session

+! ou nee to insert elete or etract ata (hat is the best tool to use

+enti! the state*ents that e.ne the ata loaer& hoose 2

' sste* a*inistrator at $ni/ersal ontainers incorrectl i*%orte a set o! r

o( can loou% .els hel% ee% our ata clean

)hich state*ents are true regaring uni/ersall re=uire .els hoose 2

)hich auto*ation tool (ill %re/ent a recor !ro* being create in Sales!orce i!

)hat are ata /aliation rules eecute on

+enti! the state*ent that correctl e.nes Data Galiation&

' sste* a*inistrator at $ni/ersal ontainers nees to %re/ent sales re%resen


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71/636

') o*%uting has a iscount (or:o( that re=uires a%%ro/al !ro* the Sales Di

)hich state*ent about Mobile Lite is true hoose 2

)hat shoul a sste* a*inistrator consier (hen setting u% Mobile Lite ho

)hich ste% *ust a sste* a*inistrator tae be!ore users can use the Sales!or

)hen are /aliation rules a%%lie (hen using Sales!orce !or iel

o( o ou create a Multi?Da /ent

)here o ou use >olers in Sales!orce -M hoose 2 ans(ers&

,ic the incorrect state*ent about -e%ort T%es in Sales!orce -M&

)hat settings are !oun in the hart itor hoose 2 ans(ers&

Margie has a Mareting $ser %ro.le but she is unable to create ne( a*%aign

' %articular user (ants to see his $ser Menu as ini/iual lins instea o! bein

)hich changes in Data T%e o! an eisting custo* .el can cause ata loss h

)hat is true about Lea 'ssign*ent hoose 2 ans(ers&


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+! the _on.ne iel o hoose 2 ans(ers&

+n )hich usto* Tab can ou set (hether or not the siebar (ill is%la

)hich ones are not true (ith Sharing -ules hoose 2 ans(ers&

)hich o! the !ollo(ing are true about olers in Sales!orce -M

' Sste* '*inistrator (ill ha/e to create a -e%ort T%e in (hich o! the !ollo(i)hich /aliation !or*ula ensures that users o not change the lose Date o! an

)hich are true about stanar an custo* re%orts in Sales!orce -M hoose 2

)hich is not a ste% to reate )or:o( -ules

)hich o! the !ollo(ing chec boes in the $ser recor re=uires a corres%onin

)hich obects *a ha/e Sharing -ules

usto* siebar co*%onents in the Ser/ice lou console allo(s ou to /ie( a

)hat is not a ste% to scheule a re%ort to run in the !uture

)hich t%e o! recors can be ae to as ca*%aign *e*bershoose 3 ans(e

)hich .els are re=uire (hen ou setu% a ne( $ser recor hoose 2 ans(ers

' Stanar %ro.le that has Stanar $ser ,er*issions an has the abilit to *a

)hat are consierations (hen using Sharing -uleshoose 2 ans(ers&

Describe the ierence bet(een Stanar an usto* >iscal ears&

' co*%an is i*%le*enting Sales!orce Ser/ice lou onsole& The Sste* '*

)hat are the co*%onents in the ,age Laout hoose 2 ans(ers&

)hat t%es o! tab can ou create in Sales!orce -Mhoose 2 ans(ers&

Select the *ethos to associate Leas an ontacts to a a*%aign& hoose 3 a

' Mareting Manager ae 25 leas to an acti/e e*ail ca*%aign& She set the

hoose the correct state*ents about usto* Su**ar >or*ulas hoose 2 an

'n /ent a%%ears on the Single?$ser Gie( o! our Sales!orce alenar but not o

Qohn o(ns 20 o%%ortunities& )hene/er the -egional Sales Manager runs an o%%

)hich o! the !ollo(ing are usto*i@able -elate Listshoose 3 ans(ers&

)here o ou set an ternal +D

' Sste* '*inistrator create a custo* obect an built a relationshi% bet(ee

hoose the correct state*ents about -e%ort >or*ats in Sales!orce -M

The Sharing Setting !or ontacts is Vontrolle b ,arentV& Qohn has a %ro.le th

)ho can ou grant access to or re*o/e access !ro* our alenar hoose 2 a

)hich is a correct state*ent about the onsole

)hat are consierations (hen creating harts hoose 2 ans(ers&


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)hat are the ca%abilities o! the a*%aign +n:uence !eature in Sales!orce -M

)hich ones are true about


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)hen o ou use the +*%ort )i@ar hoose 2 ans(ers&

This tool is%las a gra%hical /ersion o! an a%%ro/al %rocess&

)hich o! the !ollo(ing are true about '/ance urrenc Manage*ent "'M#

)hen are ata Galiation -ules en!orce

)hat can ou o (hen creating List Gie(s hoose 3 ans(ers&

)hat *a not be s%eci.e (hen creating a )eb Tab

o( oes >oler access ier !ro* -ecor accessa*%aigns an ontacts obects are hien !ro* ,ro.leA' (hich has the Oust

)hat ha%%ens i! ou Mass?trans!er recors !ro* one user to anotherhoose 2

)hat (ill ha%%en to the recors o! a %acage a!ter uninstalling the latter

)hat are the ca%abilities o! )eb?to?Lea 'uto?-es%onse -ules hoose 2 ans(

)hat is true i! a recor is VloceV hoose 2 ans(ers&

+n (hich grou% o! obects o ou see the Ee( Meeting -e=uest button in the iscal ear settings in Sales!orce

)hat are the consierations (hen assigning $sers to -oles hoose 2 ans(ers&

ou are i*%le*enting 'ns(ers in our organi@ation& During test e%lo*ent o

Gie( Setu% an on.guration %er*ission is auto*aticall chece (hen ou ch

)hich '%%ro/al ,rocess )i@ar is consists o! a setu% (i@ar that allo(s ou to

)hich is not correct about Galiation -ules hoose 2 ans(ers&

)hich is true about 'll Da an Multi?a /ents

)hich are not Li*itations to Ti*e Triggers in )or:o( -ules hoose 2 ans(er

)hat in!or*ation is al(as inclue in the o*%an ,ro.le hoose 2 ans(ers&

)hich etra ste% has to be one (hen ou in/ite a user to an e/ent in Sales!orc

)hich state*ents about )or:o( '%%ro/al ,rocess in Sales!orce are correct

'lbert ee%s isa%%earing !ro* his *anagerOs re%orts an list /ie(s because he

)hat are the e bene.ts o! Territor Manage*ent "TM# hoose 4 ans(ers&

)hich list /ie(s can be a/ailable in the onsole Tabhoose 2 ans(ers&

)hich is a usage ea*%le o! )eb?to?Lea

)hich are consierations (hen creating Data Galiation -ules hoose 2 ans(e

Sales *anage*ent at uni/ersal ontainers nees to is%la the in!or*ation list

The a*inistrator at uni/ersal containers (ill create a custo* .el to trac a s

(hat !eature allo(s a user to grou% ca*%aigns (ithin a s%eci.c *areting %rog

$ni/ersal ontainers (ants to create a custo* obect to ca%ture account sur/e

)hen can a /aliation rule be use to %re/ent in/ali ata

(hich !eature license can be assigne to a user recor in sales!orce

(hat oes a custo* re%ort t%e eter*ine

$ni/ersal containers currentl assigns its users !ro* the !acilities an +T tea*

$ni/ersal ontainers has a %ri/ate sharing *oel in (hich regional sales *ana

)hat can users o (ith Mobile Lite hoose 2 ans(ers

+! t(o obects ha/e a %arent?(l relationshi% ho( can a user access the chil


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' sste* a*(iasb?ator at $ni/ersal ontainers create a ne( account recor

)hat shoul an a*inistrator consier (hen con.gunng (or:o( rules hoo

)hen i*%orting ata (hat ha%%ens i! so*e recors o E


76/636

)hat *ust an a*inistrator o (hen creating a recor t%e

)hat t%e o! .el allo(s user to in%ut teti*ages an lins

)hich state*ent about %roucts an %rice boos is true

)hat can be one (ith a (or:o( .el u%ate action

$ni/ersal ontainers has t(o Sales grou%s&ach grou% has its o(n uni=ue sales

)hich state*ent is true regaring the 'ns(er o**unit

' ti*e?e%enent action is %lace in the (or:o( =ueue (hen the recor is crThe Sales tea* at $ni/ersal ontainers (ants an eas solution to gather custo

o( can a sales user relate an o%%ortunit to a a*%aign

)hat is a *etho !or aing content to Sales!orce -M ontent

' user at $ni/ersal ontainers re%orts an error *essage (hen atte*%ting to lo

$ni/ersal ontainers uses (eb?to?case to con/ert su%%ort re=uests sub*itte t

' Sales eecuti/e at $ni/ersal ontainers (ants to be noti.e (hene/er high?/

)hat is the %ur%ose o! the a%%echange


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A B

Sel! Ser/ice ,ortal ,ublic no(lege base

$ser trie to login !ro* an +, outsie $ser trie to login !ro* an +, outsie the orce

5 8

Manuall change on the


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)hen a case is create online /ia )e)hen a case is escalate

100 200

Metric Fauge

ou nee user (ith Mareting ,ro.le lic -un -e%ort an choose Scheule >utu

Sales!orce&co* The ,artner ,ortal

$ser recor ",ersonal Setu%# Securit ontrol

1 0

'llo(s to be u%grae later $n*anage %acage can be con/erte to

'ccount ase

,ersonal Setu% '%% Setu%

1 0

Mai*u* o! 10 ti*e triggers %er ruleMai*u* o! 20 ti*e triggers %er rule

'%e oe to chec the %ositions sa'%%ro/al %rocess

1 0

nter%rise "50# X ,ro!essional "50# nter%rise "50# X ,ro!essional "25#

Mareting $ser ontract Manager

1 0

100 250

es Eo

ha/e $nli*ite ition licenses re=uest a !eature license !ro* sales!orce&c

,i%eline re%orts *a inclue o*itte >orecasts *a be o/errien

1 0

'ing *ulti%le recors together +!IthenIelse conitional state*ents

1 0

B e!ault the list sho(s 'LL changeThe list tracs Stage '*ount e%ecte '

reate Sa/e

-ecent +te*s Siebar Search

1 0

S> ieas S> content

'ccounts ases

1 0

-eas the case 's a relate co**ent to the case

The -ecor


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Territor ,rouct >a*il

$serna*e an ,ass(or -ole le/el access

1 0

Sharing is inherite !ro* %arent hil nees to be *anuall elete (hen

1 0

TML ML

1 0

Loou% Tet

' $-L ' $-L that %asses sales!orce&co* ata lie

'ccount ontact iel

ternal + ,arent ternal +

1 0

Total '*ount o!


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1 0

The sales %rocess controls the stage The recor t%e controls the stage .el th

Dashboar o*%onent usto* Button

iels on usto*


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,age Laout Galiation -ule

Ser/ice Sales

Tet >iel Eu*ber >iel

hecbo usto* ,iclistes Eo

Blan Toa "#

usto*i@e '%%lication Gie( Setu% an on.guration

es Eo

Lea ase

Sales ,rocesses Mareting ,rocess

Loo an >eel is inherite !ro* ,ri*a -ecor


85/636

10 20

'ccounts Leas

'ccounts 'sset


86/636

1 0

'n %erson organi@ation or co*%an 'n organi@ation ini/iual or co*%an in/

1 0

"1


87/636

Triggers )or:o(s

Ti*e one urrenc

Dash boar -e%ort sna% shots

iting hatter >ee reating hatter >ees

hatter >ees Si*ilar orecast >ee

chec login histor'ccount ontact

,ri*ar a*%aign source .el a*%aign in:uence relate list

' *ulti%le users to recurring tass Multi%le recor t%es !or Tass

S%ell chec nhance list

'!ter /aliation an assign*ent rule

reate =ueues !or each sales grou% an lea assign*ent rule

!or internal sales !orce users $sers (ithout *obile license

*ust be enable b the a*inistrato users can in/ite custo*ers to oin

$se the (or:o( rule to choose the recor t%e

set a .el to s%eci.c /alue u%ate the recor t%eDashboar running user Source re%ort ata access

Fenerate url !or content .les Sen the content to colleagues

$se the sho( .lter o%tion in -e%orts to .lter o(n to Tea*s results

,ro.le

attach .les to the %ost or co**ent /ie( share .les b grou%

$se custo* !or*ula -ollu% Su**ar .el W

Do(nloa '%% echange ,acages

Data in ashboar is eter*ine b he is the e!ault o(ner o! the ashboar

Bar chart

iels a/ailable

ontact -ole ,artner role

,age laout Tab labels an colors

reate 2 recor t%es !or ierent %rocess an %iclist /alues

Set the


88/636

-elate a business account to a ca*% reate /aliation rules relate to the ca*

' ca*%aign *e*bers to other relaon/ert leas to contacts !ro* the ca*%ai

1 0

Lea iels Sections

o( etail an eit %ages are organi >iel %ro%erties lie /isible rea?onl an r

o*%an logo "+*age# Dashboar Sna%shot

True 0

True >alse

es Eo

es Eo

es Eo

True >alse

True 0

True >alse

es Eo

es Eo

it ,agelaout Detail ,agelaout

Gie(s Tags

$ser is taen to a reate ne( '%% ,a $ser is taen to '%% change

'%%lication alse

)ater!all hart


89/636

Eo es but onl in Tables

Lie Mention

)or:o( -ules >lo(s

True 0

ollo(ers $ser >ee 'ccounts $ser >ee o**ents

Local Ti*e one

reate a list /ie( on the onsole reate a list /ie( on 'ccountsGaliation rules a%%l to all ne( an Galiation rules can u%ate .els (hich ar

'uio >iles& ,,T an Gieo .les onl&

)hen ou can *ass assign our loc The abilit to sen a%%ro/al re=uests to o

>ree ition Frou%

True >alse

ou can not e%ort a re%ort& ou can o**a Deli*ite "&cs/#

Mareting ,ro.le ontract Manager

nable olla%sible Sections Sho( Puic reate

True >alse

lose /ents 180 as ol /ents (ith a ue ate greater than 365 G'L"%iclistA.el# 'S"%iclistA.el#

True >alse

True >alse

2000 100

es Eo

Language Locale an Ti*e one ,ro.les

True >alse

True >alse

$%on o%ening the recor $%on closing the recor

Eone o! these -e%ort )i@ar

',+ Thir ,art )eb integrationI'%%lication

Setu% ] usto*i@e ] $ser +nter!ace Setu% ] Manage $sers ] ,ro.les

True >alse

True >alse

'll itions $nli*ite De/elo%er an nter%rise itio

300 500

3

+t %ro/ies ata /isibilit b co*binin+t allo(s agents to /ie( e recor in!or*a

$ser ' The esignate (or:o( user

+t oesnOt aect anthing& +t eter*ines the eli*iter&

)eb?to?Lea )eb?to?)eb

Su**ar Matri

True >alse

+t is a/ailable in Frou% ,ro!essional lou Scheuler is no( enable b e!ault

True >alse

The account an contact (ill auto*at' ne( account an contact (ill be create

True >alse

+eas o**unit


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25

Su**ar Tabular

'ccounts an ontacts ases

+eas a*%aigns

)hether the recor o%ens as a %ri*aThe .els is%lae in the highlights %anel

The ashboar co*%onent t%e *ust Drill?to?etail *ust be enable on the cust

,eo%le ontentLoou% -elationshi% Master?Datail -elationshi%

1 0

ontact Manager Frou%

)hen a recor is sub*itte !or a%%roou can !or(ar an e*ail a%%ro/al re=uest

True >alse

usto* obects /ents

alse

True >alse

True >alsees& Eo&

True >alse

True >alse

,re/ent a user !ro* /ie(ing custo* t,re/ent the use o! Mass e*ail

Tables Su**ar -e%orts

o*%anies can sea*lessl integrate o*%anies onl nee to *aintain a co*%a

'll ece%t ,ro!essional ,ro!essional an nter%rise

True >alse

500 250

'*ount Lea '*ount lose Date Toa

10

Sales!orce 'uto*ation Mareting Manage*ent

Lea ontacts an


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-ecent +te*s Siebar Search

True >alse

S> ieas S> content

'ccounts ases

True >alse

-eas the case 's a relate co**ent to the case

The -ecor alse

True >alse

Territor ,rouct >a*il

$serna*e an ,ass(or -ole le/el access

True >alseTrue >alse

True >alse

True >alse

Sharing is inherite !ro* %arent hil nees to be *anuall elete (hen

True >alse

True >alse

TML ML

True >alse

Loou% Tet

' $-L ' $-L that %asses sales!orce&co* ata lie

'ccount ontact


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hart Table

Eightl /er t(ent *inutes

Stage De!aults to .rst o%tion in the % Stage e!aults to .rst o%tion in the %icli

The are the sa*e thing Mareting $ser ,ro.le allo(s users to cre

alseStanar obect as the V*asterV an usto* obect as the *asterV an a stana

alse

True >alse

,i%eline re%orts *a inclue o*itte >orecasts *a be o/errien

Siebar it ,age

List Gie(s -elate Lists

True >alse

Language Locale an Ti*e one Licenses Storage an $se S%ace

Language Locale an Ti*e one >iscal ear

True >alse

True >alse

Lea alse

True >alse

reate a custo* e*ail te*%late !or i ' a co*%an logo to *eeting re=uests i

,ro*ote an 'ns(er !or consieration -e?assign an article to the %ublishing =ueu

To store hatter %osts in content To share .les !ro* a (ors%ace to a !ee

The can be con.gure to *ae .el The can be con.gure to li*it the recors

Drag an Dro% a ashboar onto an Drag an Dro% recors onto a ashboar

'llo( a user to %ro%ose *ulti%le *ee'uto*atic %ro%ose *eeting ti*es base o

-ecei/e u%ates relate to recors !oShare u%ates .les an lins (ith Leas

,re/iousl use .lter criteria


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ierarchical relationshi% .els Master?Detail relationshi% .els

it tag lins /ie( tags on heaer

selecting tabs aing a logo

True >alse

ontract alse

>iel?le/el securit X %age laouts ,age laouts onl

True >alse

-ole ,ro.le

True >alse

True >alse

,ro.le -oleTrue >alse

ontrols the le/el o! /isibilit that us -ole is re=uire (hile creating -ecor t%e

ontrols ata /isibilit ontrols recor roll?u% !orecating an re%or

List /ie( Mini ,age Laout

True >alse

'uto*ate rules that grant access to ce%tions to


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>or ne( organi@ations the 'ttach*e >or eisting organi@ations the 'ttach*ent

True >alse

Sharing -e%orting

True >alse

Line ori@ontal Bar

True >alse

ontents +eas 'ns(ers 'ccounts ontents +eas 'ns(ers 'ccounts onta>iles attache to a hatter grou% %os >iles in ontent )ors%aces

Sa/e ,rintable /ie(

500 400

Tass that users can %er!or* on reco -elationshi% bet(een t(o obects

,ro.le -estriction alse

*ails Docu*ents

$nli*ite ,ro!essional

The unction obect is elete The relate .el in the unction obect is

>ree hatter $sers hatter SearchTrue >alse

ach has its o(n uni=ue userna*e& ach has its o(n userna*e (hich is not ne

True >alse

The -unning $ser Start Date

50 20

ou can set conitions that (hen *et Set threshols !or re%ort analsis

True >alse

annot .lter /ie(s b *ore than one The *ai*u* nu*ber o! LeasIontacts t

St .els are create b '*in ou can elete st .els

True >alse

Eot re!erence stanar custo* or otan contain !or*ulas u%to 4000 character

True >alse

True >alse

,age Laout >iel Le/el Securit

ase Sharing -ules Lea Sharing -ules

True >alse

es Eo once the re=uest is a%%ro/e onl a*

'%%ro/e Denie

True >alse

True >alse

usto* ,ro.le


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B reating three sharin! rules bet( B creating a %ublic grou% (ith all three Sa

,hil can /ie( but cannot eit Ti*s 'BT+M cannot G+) I D+T %hils account

The o(ner o! the recor that triggere the rule beco*es the tas assignee&

Eo -eaonl .els lie !or*ula or auto nu*ber .els are not a/ailable !or .el u

True >alse

es

De/elo%er ition nter%rise ition50000

B changing their %ass(or B resetting their securit toen /ia the Sal

Discount (ill be auto*aticall a%%ro/-e=uest (ill be sent to the Sales irector !

all center *ail

True >alse

True >alse

The enable en users to acti/ate aThe are use to ienti! regular S> users

+t is re=uire to acti/ate aitional + +t is re=uire !or all +, aresses an bro(s

Eothing the (ill see the a%%lication -e!resh their bro(ser

Loou% .el lin t(o obects Loou% .els aect securitB >iel le/el securit B Setting %ro%ert in %age laout

True >alse

True >alse

True >alse

True >alse

Select snc irection an con:ict behSelect the a%%ro%riate con.g te*%late

>ollo( .les an lins !or a ashboar&>ollo( %osts an co**ents !or a ashboar

Since there is no )eel %ort in co ou can create a re%ort on those recors a

LS

True >alse

True >alse

6500 5000

Multi?tenant Scales (ith our business

lic .les to %re/ie( the* Subscribe to a user

True >alse

+t is a/ailable onl in $nli*ite nte +t allo(s ou to *oi! sste*?generate e

True >alse

)hether or not the .el is re=uire 'n rror Message


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True >alse

>iel $%ates iel $%ates Tass *ail 'lerts alse& 'll the ti*e&

25000 50000

1 0

reate a re%ort

1 0

Tag Manager&

1?Qan

5000 3900

1 0Matri Tabular

Su**ar I *atri

Deter*ines the le/el o! access to the ashboar ata

To o%en u% access to recors ou (oulnt naturall get through


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oursA)ore \` 0 E


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The Su**ar -e%ort

Matri -e%ort&

Bar Line

1 0

'll users auto*aticall !ollo( each other&

1 0


99/636


100/636

es

orecasts

'llo(s ou to e.ne ierent sets o! 'llo(s ou to e.ne ierent sets o! %icli


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Manage ,ublic Docu*ents Manage Docu*ents

2 MB 5 MB

1 0

choose to a%%l a s%eci.c /alue *ae the /alue blan

Do@ens o! st re%orts are %ro/ie b St re%orts aress to to% nees o! *ost u

Dates Tables

1 0'll acti/e /aliation rules are run eac Galiation rules are not en!orce on eisti

500 5000

500 5000

10 100

1 0

20 50

+t eu%licates an inserts recors +t co*es installe (ith sales!orce&co* a%%l

The user continues (ith the session The user loses all unsa/e ata a!ter ter*i

)hen there is a nee to create a custTo enhance the loo o! the a%%lication

ie etails Sho( etails an a e/ents$ser recor ,ro.le

,ro.les -oles

it on solution reate on solution

)or:o(s -ollu% su**ar

Multi%le recors can be eite in list De%enent %iclist can be eite (ith inlin

es Eo because auto?nu*ber is a stanar .el

The lea =ueue The lea (ill get create (ith error re%ort i

)eb?to?lea )eb?to?case

's short as a a an as long as a !or's short as a *inute an as long as a a

>orecasts an Territories

Eo& 'ccess to !olers is e%licit&

Eo

Eo& 'ccounts an $sers can be associate (ith *ulti%le o%%ortunities but or tabs that ha/e *ulti%le recor t%es e.ne ou can loo at the -ecor T%

ou (ill be %ro*te to select the recor t%e that shoul inclue the ne( /alue&

o*e >orecasts Docu*ents -e%orts onsoles an )eb tabs

Business %rocesses

Leas an cases

Qu*% Start )i@ar onl allo(s !or a single a%%ro/er&

>ra*es list /ie( etail /ie( *ini /ie( siebar relate obects *ini %age lao

During lea i*%ort

reate a Sanbo ontact sales!orce&co* to enable *ulti%le

nable Frou% Tass& Mass trans!er acti/ities&

e nees to ha/e it Tass %er*issi e can go to our Ea*e Setu% usto*

1 2

Sste* >iels ase Stage

De!ault Language De!ault Locale


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reate a Sanbo ontact sales!orce&co* to enable *ulti%le

Multi?urrenc Sanbo

'n acti/e or inacti/e 'n acti/e

ou (ill be able to eit one (ith it a The logic bet(een the* is not a/ailable

Master?Detail -elationshi% Loo?u% -elationshi%

Qunction iel

'n iel %ositions Buttons

To allo( users to use ierent %age l To allo( users to see ierent /alues in %ic

ierarchical Matri

Master?Detail -elationshi%


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)eb?to?Lea X )eb?to?ase Sen *ail to a ontact

Dis%las the users ',+ toen +nicates (hether an ',+ toen has e/er be

32000 255

reate ca*%aigns it ca*%aigns

an be use to insert or etract S> rean be use to insertu%ateelete or etr

+! our organi@ation uses %erson acco+! our organi@ation uses %erson accounts

es Eo+ can choose ierent list !or*ats !r List /ie(s can onl be create or custo*i@

es Eo

o/er lins can be !oun on recor To% o! %age ho/er lins o!ten %ro/ie a su

The ata =ualit in Sales!orce&co* (i+ (ill co*%lain (hen + ine/itabl en u% a

'/ance Search Siebar Search

licing the JeitK button (ithin a re Double clicing (ithin a .el to a or eit

Blue Freen

ontact hea oce lic Jset u%K in sales!orce&co* an eit *

'n %erson organi@ation or co*%an 'n organi@ation ini/iual or co*%an in/

'n o%%ortunit 'n accountSearch to eter*ine i! the co*%an rStart entering the ne( lea

Leas


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+*%ort ne( leas an a it to ca*% 'ssociate o%%ortunities to the ca*%aign

or re%orting

el% calculate -iel ncr%tionV u ontacting Sale!orce&co* usto*er Su%%o

12 10

DailC 100 )eelC 52 MonthlC 60 e DailC 100 )eelC 53 MonthlC 60 earlC 1


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Tet TML (ith letterhea

20 30

/era


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,ro.le >iel?le/el Securit

Set the .el to hien on the user %r -e*o/e the .el !ro* re%orts an list /ie(

-ea !or 'ccounts Gie( 'll !or or*ula .el

Gie( Setu% an on.guration Gie( 'll Data

-ole hierarch ,ro.leGisible >LS checbo !or Su%%ort $se -ea?LS checbo !or Su%%ort $ser

-e*o/e the JitK %er*ission on the Set the .elNle/el securit !or account nu

$se an eisting custo* %ro.le that ( $se an eisting stanar %ro.le that (ill

Stanar .els can be elete& The /alues in stanar %iclist can be eite

it %iclist /alues !or stanar .els-ena*e stanar .el labels in the user in

Loou% .els lin t(o obects& Loou% .els aect securit&

Sharing is inherite !ro* %arent& hil nees to be *anuall elete (hen

The unction obect is elete& The relate .el in the unction obect is

,ri*ar ca*%aign source .el a*%aign in:uence relate list

>or*ula .el $-L .elreate a roll?u% su**ar .el& reate a ne( account recor t%e&

The e!ault /alue %o%ulate in the eThe e%enent .els that a%%ear on a lao

List /ie(s can be .ltere using 'ED List /ie(s can be .ltere b tags&

reate a loou% relationshi% !ro* the' .els !ro* the !eebac obect to the

B a%%ling .el?le/el securit B setting the %ro%ert in the %age laout

-ecor t%es can be use to e.ne %iThe abilit to create recors o! a s%eci.c r

ach business %rocess is associate ach recor is associate (ith one or *ore

)hen ierent recor access is re=ui )hen ierent .el?le/el securit is re=uir

hec !or a /aliation rule that restri nsure that regional sales users are routin

reate t(o se%arate lea %rocesses a$se .el?le/el securit to restrict access to

$se a /aliation rule to %re/ent the reate a recor t%e !or each sales %roces

The .el is re*o/e !ro* the associaThe .el histor tracing ata is elete&

Delete .els an /alues can be rest >iel /alues shoul be archi/e be!ore a .e

>or*ula .els are rea?onl on recor >or*ula .els can re!erence the*sel/es in

reate a !or*ula .el to calculate t reate an auto?nu*ber .el to calculate t

reate a roll u% su**ar .el on the reate a cross?obect !or*ula .el on the o

Sales =uota 'ccount rating


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reate a custo* re%ort incluing all 'ssociate eisting o%%ortunities (ith the c

Frant the user elegate a*inistratiSelect the Mareting $ser checbo on the

Buil a lea source re%ort to su**arstablish the ca*%aign in:uence bet(een

'ccounts >orecast

,artner -oles Sales tea*s

ase tea* ontact

The auto*ate case user s%eci.e in The o(ner o! the case (hen the rule (as t'ssign*ent -ules scalation -ules

To escalate a case accoring to the t To allo( noti.cation be!ore a case actuall

'bilit to auto*aticall assign a solut'bilit to create solution categor custo* r

,ublic solutions Solution tab search

;no(legeI'rticle iel labels

Status ategories

nable the 'ns(ers !eature& reate an 'ns(ers co**unit or rena*e t

'll /otes belonging to chil ieas are ree licenses to users reate users in the organi@ation an assig

Store hatter %osts in a Sales!orce Gie( a list o! .les share (ith a hatter gr

'ttach*ents Docu*ents an Sales! /erthing ece%t 'ttach*ents Docu*ent

)eel %ort Ser/ice %ort 'ttach*ents through the Data Loa


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Lea on/ert -ecor Merger

Scheule a recurring e%ort& +nclue the /alues !or !or*ula .els&

/er a


109/636

Discount (ill be auto*aticall a%%ro/-e=uest (ill be sent to the Sales Director !

+t *ust be enable b an a*inistrat +t is a/ailable to custo*er %ortal users&

Mobile Lite con.gurations can be cre Mobile Lite %ro/ies access to stanar ob

'ssign users to or*atting& Bacgroun olor or Bacgroun +*age&

er user %ro.le oes not ha/e Oreat er user account is not assigne (ith a Ma

nable 'ccessibilit Moe in the ae '/ise the user to chec the 'ccessibilit

hanging !ro* ,iclist to Multi?,iclishanging !ro* ,iclist to Tet&

'll leas that are assigne to ou ei ou can change o(nershi% o! Leas in the


110/636

+! an o%%ortunitOs account *o/es to The o%%ortunitOs territor .el is set to bl

olers can be %ublic hien or share a

' Sales Manager (oul lie to create e the '*inistrator (oul lie to see a liloseDate T


111/636

'llo(s ou to see the list o! ca*%aig 'llo(s ou to set *ulti%le %ri*ar ca*%aig

+! Frant 'ccess $sing ierarchies is $serOs access to the !oler in (hich a ocu

+! an e%ense recor is sub*itte !or +! the a*ount is d50 or less auto*aticall

ou cannot retrie/e elete ,ree.n The ase Tea* is auto*aticall re*o/e !r

Mass Trans!er o! 'cti/ities Mass Trans!er '%%ro/al -e=uests

hoose the De!ault )or:o( $ser nable )or:o( '%%ro/al ,rocess

/er user *ust be assigne to a rol +t is al(as necessar to create ini/iual rT(o or *ore case ,age Laouts& 't least t(o case -ecor T%es&

ritical $%ates Sanbo

ach (or:o( rule a%%lies to a single-ules create a!ter sa/ing recors are trigg

reating t(o /aliation rules (ith co )rite hel%!ul error *essages& +nclue instr

' custo* obect as a *aster to a Sta Loo u% bet(een a stanar obect an its

'uto?res%onse rules Galiation ru 'ssign*ent rules 'uto?res%onse rules

'ssigne '%%s


112/636

)hen u%ating 150 Leas recors so )hen u%ating 900 'ccounts recors so th

,rocess Gisuali@er Gisual )i@ar

Date echange ratesO *ai*u* len 'M re=uires Multi%le urrencies enable&

$%on o%ening the recor $%on closing the recor

>ilter the t%e o! recors to is%la& 'ssign the List Gie( to ierent ,ro.les&

Tab Label an Tab Ea*e& $-L o! a (eb %ageIsite&

>oler 'ccess is controlle b %er*is >oler 'ccess is controlle b %er*issionse can not create a (or:o( rule on Mr& oung can create (or:o( rules on a

)hen ou trans!er recors !ro* one +! ou trans!er close o%%ortunities the sa

'll recors (ill be lost& 'll recors (ill be store in the reccle bin&

Deter*ine (hich e*ail te*%late to uS%eci! the e*ail senerOs na*e an are

Sales!orce %re/ents the recor o(ner $sers *ust ha/e the JMoi! 'llK obect?le

'll custo* an stanar obects ece,erson 'ccounts ontacts Leas an ust

,erson accounts count against both a'rchi/e acti/ities count against storage&

*ails Docu*ents

' users u%serte a recor using Data 'n 'ssigne*ent rule change the recor o

hanging the territor assign*ents oon/erting Leas into 'ccounts&-ecreate its custo* tab

adm201 complete dump

Documents