Adding and Searching for Records: Which search option allows me to search across multiple fields including notes, descriptions, and comments?
A. Advanced Search
B. Sidebar Search
C. Both
Adding Records: If I add a duplicate record because I haven't searched before adding a new one, the following events will be likely to happen:
A. The data quality in Salesforce.com will start to suck, and head office reports will no longer be accurate
B. I will complain when I inevitably end up adding notes or events to the wrong record
C. I will feel so guilty that I will be compelled to sign over my commissions to Bill, who needs more money to save homeless cats in the city of Boston
D. I will need to delete the duplicate record I have added, or merge the 2 duplicate records together.
E. All of the above
Adding Records: I must always search for a company or contact record BEFORE adding a new lead, opportunity, contact, or account into Salesforce.
A. True
B. False
Records and Record Detail Pages: SFDC lets me print list views for Accounts, Campaigns, Cases, Contacts, Leads, or Opportunities.
A. True
B. False
Records and Record Detail Pages: What is NOT true of hover links in SFDC?
A. Hover links can be found on record detail pages (for leads, opportunities, etc)
B. Top of page hover links often provide a summary of information found on the bottom of a page so I don't have to scroll down to see important activity history, notes, etc
C. Just about every link in SFDC can be hovered over, and a summary window will pop-up.
D. When I hover over them, I begin to levitate in my chair
E. Hover links are cool and will save me some time when researching info about accounts, leads, opportunities, etc.
Records and Record Detail Pages: I can edit data for multiple records at once by selecting each of them within a list view, Clicking on one of the records, and choosing the field to edit for all.
A. True
B. False
The "Open Calendar" link below any list view can be clicked to display a view of my calendar. But, can I drag records from the list to time slots on the calendar to create events (sales calls, etc) for these records?
A. Yes
B. No
I can access a "list view" of records by clicking on the leads, opportunities, or accounts tabs. I can also filter my list views so I can see exactly what I need.
A. True
B. False
Which of these is NOT true of "list views" in SFDC:
A. I can choose different list formats from the drop-down menu at the top of any list.
B. List views can only be created or customized by my administrator
C. List views are customizable, and I can create and customize my own views
D. I can change my list view format for any record type by choosing a view type from the drop-down-menu
E. I can drag and drop columns within my list view to change the appearance or order of data
If you schedule a dashboard refresh on the 31st day of every month, will the dashboard refresh in months without a 31st day?
A. True
B. False
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