Practice Test Question Review
Analytics - Reports and Dashboards
- Test 1
- What are valid data sources that can be used for dashboards in Salesforce?
- Reports
- Visualforce Pages
- What would you click in a report in Salesforce Classic to make changes?
- Customize
- A company needs to see the daily response rate for campaigns, and wants to track this historically, in order to monitor trends over time. What analytics feature could satisfy this request?
- Reporting Snapshot
- What type of field could be added to a report to quickly categories records without creating a formula or custom field?
- Bucket
- Which Report Format is not valid in Salesforce?
- Chart
- What are valid data sources that can be used for dashboards in Salesforce?
- Test 2
- How could you set up a report to be emailed to a Public Group on the first day of each new month?
- Go to report, Run Report dropdown, Schedule Future Runs, select scheduling and delivery
- For Custom Report Types, which are valid relationship options between objects A and B?
- “A” records may/may not have related “B” records
- “A” record must have at least one related “B” record
- What would you create if a report requires relationships between a primary object and three other related objects?
- Custom Report Type
- How could you set up a report to be emailed to a Public Group on the first day of each new month?
- Test 3
- A metric dashboard component is defined as:
- Displays the grand total from a report along with a label
- Which Dashboard Components can display multiple groupings?
- Donut Chart, Funnel Chart, Pie Chart
- A metric dashboard component is defined as:
Organizational Setup
- Test 2
- An organization wants the ability to predict sales revenue and quantities from the opportunity pipeline to be configured in Salesforce. What feature fulfills this request?
- Collaborative forecasts
- An organization wants the ability to predict sales revenue and quantities from the opportunity pipeline to be configured in Salesforce. What feature fulfills this request?
- Test 3
- What Salesforce Lightning feature provides guidance to users inside of a Salesforce application?
- In-App Guidance
- What Salesforce Lightning feature provides guidance to users inside of a Salesforce application?
Workflow Automation
- Test 1
- You have a time-based workflow action scheduled to fire tomorrow and it is visible in the Time-Based Workflow Queue. Which statement is true, if the criteria for the for the workflow action is no longer valid once you update the record?
- The time-based workflow action will be removed from the Time-Based Workflow Queue and will no longer display, since the criteria for the action is no longer valid.
- You have a time-based workflow action scheduled to fire tomorrow and it is visible in the Time-Based Workflow Queue. Which statement is true, if the criteria for the for the workflow action is no longer valid once you update the record?
- Test 2
- Which action cannot be performed via a Workflow Rule?
- Create a Record
- Which action cannot be performed via a Workflow Rule?
- Test 3
- Which user is listed in the Case History related list when automated case actions occur in Salesforce such as assignment rules, escalation rules, created via web-to-case, etc?
- Automated Case User
- Which user is listed in the Case History related list when automated case actions occur in Salesforce such as assignment rules, escalation rules, created via web-to-case, etc?
Security and Access
- Test 1
- How could System Administrators be set up such that their passwords never expire?
- Set the password to never expire in the standard System Administrator profile, under the Password Policies section of the profile.
- How could System Administrators be set up such that their passwords never expire?
- Test 2
- Which of the following is the appropriate definition of Permission Sets?
- A collection of settings and permissions that give users access to various tools and functions
- Which Security features control a user’s ability to Create, Read, Update, and Delete object records?
- Permission Sets, Profiles
- Which statements about Record Types are true?
- Record Type assignments on a Profile determine which Record Types a user can use when creating or editing a record
- Users are assigned a Default Record Type for each object they have access to.
- Users can view records belonging to any record type; even those with a Record Type that has not been assigned them.
- Every Record Type has a corresponding page layout assignment for each Profile.
- What is an appropriate definition for Sharing Rules?
- Makes automatic exceptions to your org-wide sharing settings for defined sets of users.
- Which of the following is the appropriate definition of Permission Sets?
- Test 3
- When creating a new Sharing Rule, which of the following are valid selections you can make when you select the users to share with?
- Roles and Subordinates, Public Groups, Roles
- Which Security feature is used to set Login Hours for Users?
- Profile
- When creating a new Sharing Rule, which of the following are valid selections you can make when you select the users to share with?
These notes were taken while studying using Mike Wheeler's Salesforce Courses.