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
  • 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
  • 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

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
  • Test 3
    • What Salesforce Lightning feature provides guidance to users inside of a Salesforce application?
      • In-App Guidance

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 Which statement is true, if the criteria for the for the workflow action is no longer valid once you update the record?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will be removed from the Time-Based Workflow Queue and will no longer display, since the criteria for the action is no longer valid.
  • Test 2
    • Which action cannot be performed via a Workflow Rule?
      • Create a Record
  • 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

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.
  • 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.
  • 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