How many reports should you design for optimal usability?
A. Five to seven reports per role
B. As many as needed per role, without over whelming users
C. The more the better, as long as you are using a clear naming convention
D. Up to 10 reports per role
Match the following loading option to the description of when to use it. "Manual Entry"
A. Brian wants to consolidate all his accounts from several systems.
B. Bill wants to load 20,000 lead records.
C. Becky wants to load all her 65,000 contact records.
D. Bob wants to load a single account record.
E. Berta wants to keep a separate system as her "system of record"
You want to sync a new quote with its opportunity, but an old quote is already syncing. What should you do first?
A. Open new quote detail page so you can start syncing process
B. Check the syncing checkbox for new quote in the quote related list on the opportunity
C. Uncheck the syncing checkbox for the old quote
D. Stop the syncing for the old quote
There are four steps to managing Products and Price Books. Can you put the steps in order?
A. Create Product
B. Create Custom Price Book
C. Defined Standard Price
D. Set List Price
Which of the following describes the Stage field?
A. Identifies where a deal is in relation to actually being closed.
B. Determines the row in your Forecast where the amount will be aggregated.
C. The numeric prediction that the revenue from an opportunity will be realized
What are some common security challenges? (Select all that apply)
A. Consultants have different beliefs about the optimal level of security for clients
B. Different industries require and follow different security models
C. Marketing and sales organizations differ on how they access contacts.
D. Salesforce users must have access to the right records and only see relevant data.
Your organization sells a product that requires your customers to pay all at once but receive the product in increments. What should be your first step in setting up Product schedules?
A. Enable creation of Quantity Schedules
B. Enable creation of Revenue Schedules
C. Set up default Quantity schedules for Products
D. Set up default Revenue schedules for Products
Standard fiscal years must start on January 1st.
A. True
B. False
Why are profiles important when managing security of records? (Select all that apply)
A. Profiles allow users Read permission only. To allow Create, Edit, or Delete permissions, an admin must change the default setting.
B. When custom applications are installed or created, you can manage access at the profile level.
C. Profiles define a user's permission to perform different functions within Salesforce.
D. Profiles manage data visibility based on where users are placed
Your company sells service contracts where the customer pays once a year for a monthly service
package.
What type of schedule should you set up?
A. Default Quantity Schedule
B. Default Revenue Schedule
C. Default Revenue and Quantity Schedule
D. Don't create any default schedule
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