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27 Cards in this Set
- Front
- Back
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"Reports that is similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts."
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"Summary Report"
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"Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner."
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"Summary Report"
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"Report similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components."
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"Matrix Report"
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"Use this type of report for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography."
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"Matrix Report"
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"Report that lets you create multiple report blocks that provide different views of your data. Each block acts like a “sub–report,” with its own fields, columns, sorting, and filtering."
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"Joined Report"
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"Used to include or exclude records in your report results based on related objects and their fields."
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"Cross Filter"
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"How many relationship can you have in a custom report"
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"4"
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"Allows you to quickly categorize report records without creating a formula or a custom field."
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"Bucket Field"
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"Marketing Projects that need to be planned, managed, and tracked in Salesforce.com"
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"Campaigns"
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"Persons or Companies interested in products – Prospects or Suspects"
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"Leads"
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"Orgs, individuals or companies doing business"
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"Accounts"
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"Individuals associated to Accounts"
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"Contacts"
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"Potential Sales Deals"
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"Opportunities"
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"Detailed description of customer’s feedback, problem, question"
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"Cases"
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"description of issue and resolutions – solution knowledge base"
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"Solutions"
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"Best estimates of Revenue generation"
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"Forecasts"
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"store files in folders with access rules"
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"Documents"
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"Leads can be converted to what three standard objects:
A.Contact B.Campaigns C.Account D.Opportunities" |
"A.Contact
C.Account D.Opportunities" |
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"Report that is a plain list (like an Excel file)."
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"Tabular"
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"Which is not a Standard Profile:
A. Project Manager B. Contract ManagerC. Partner User D. Standard Platform User" |
"A. Project Manager"
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"Which is not a Standard Profile:
A. Opportunity User B. Standard Platform One App User C. Customer Portal User D. Customer Portal Manager" |
"A. Opportunity User"
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"Which is not a Standard Profile:
A. Marketing User B. System Administrator C. Solutions Manager D. Solution Principle" |
"D. Solution Principle"
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"Which is not a Standard Profile (2):
A. Solution Principle B. Org Manager C. Standard User D. Read Only" |
"A. Solution Principle
B. Org Manager" |
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"What are the 4 Rollup types"
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"Count
Sum Min Max" |
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"As an administrator, you are often troubleshooting user access issues. You would find it easier if you could login as the users having the problem. What is the most efficient ways of achieving this?
A. Ask each user to Grant Login Access B. It is not possible to Login as other users C. Ask each user to send you their passwordD. Contact Salesforce.com support and request “Login As” access for all users" |
"D. Contact Salesforce.com support and request “Login As” access for all users"
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"G.W. Computing has a global customer base and their salesforce.com instance holds over 5,000 Accounts, 15,000 Contacts, and more than 20,000 Leads. There is a persistent complaint from the VP of Sales that the information on Account, Contacts, and Leads is not up to date. He requested that their Salesforce.com Administrator validate and update the data with the latest information. What should the Administrator use to resolve this issue?
A. The Administrator should find the latest information of every record and update it. B. The Administrator should use Data loader to validate the information of each record. C. The Administrator should validate the information with Data.com clean and update every lead, Account, Contact record with that information. D. This is a cumbersome task and Administrator cannot do anything about it." |
"C. The Administrator should validate the information with Data.com clean and update every lead, Account, Contact record with that information."
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"Sales Management would like a notification when opportunities with a high dollar value reach 60% and also at 80%. How can a system administrator accomplish this?
A. Workflow Rules B. Big Deal Alerts C. Validation Rules D. Email Alerts" |
"A. Workflow Rules"
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