User tried to login using w User tried to login using wrong username User cannot login at all
Summary Chart
Create an account related liCreate an survey related list on account page layout Using different sales objectsUsing different Record types and page layouts
All users of the organizationOnly recently viewed records will be refreshed Emails not related to any re Leads not having phone numbers
Administrator can download pre built Dashboard and Reports and customize Update formula field value Update the child record field
Knowledge base can control view and edit accesses of users to articles
Make the sales director roll Ask all reps to create individual reports and share with Sales director Standard price and list price can be in multiple currencies
Add customers to Libraries Add customers to sales teams
Set a default value for a recSet a default record type for the object
Manager User’s customization
Tabular and Metric report
None Users who have set their default time zone Central Standard Time Records in the list can be e Columns can be rearranged.
Call Center Time-Off Manager
Date(My_Closed_Dt) < Date(TODAY)
Custom checkbox Custom picklist The Running User does not have access to the data.
You cannot upgrade the Ap Installed Packages
Sales User Contract Manager
Campaign Statistic fields Opportunity fields
Every kind of evaluation critWhen a record is edited and did not previously meet the rule criteria It cannot be achieved
Import Wizard can import up to 50,000 records into Case object
Show Details Show Details and Add Events
User will be able to continu User will not be logged out but will be unable to save any new work.
Number of people who are unNew contacts created daily (Your Answer) Use a SFA solution, with Objects Definitions, Account Record Types, Contact Syncro ,Workflow and Approvals, Emails and Tagging
Jh dgyvc m3 If the validationThis would prevent the record from being saved correctly.
Create a project plan for us Create custom objects to summarize monthly Availability of the VP-Sales Getting the CFO buy-in
The finance team must be adJohn must be added to the sales team in order to see Sam's opportunity.
Deactivate queues Define Data Loader mapping
After the Italian roll-out of the Sales Cloud for Universal Telecom six months ago, the same project team is now planning for North America.Their System Administrator is considering enabling multi-currency for reporting in regional currency.What should be considered when analyzing the impact to 250 reports and 75 dashboards?
A report on the number of cAdashboardonhowmanyactivitieswerecreatedbythesales people from a campaign Plan & Define Goals, Creat Member List, Execute, Track Reponses, Analyze Effectiveness
CreateavalidationruletoensuCreateaSharingrulesothatonlytheSystemAdministratorcan view/edit the field
The Partner Manager role is immediately under the Partner Executive role. The Partner User role is immediately under the Partner Manager role. Each role includes the partner account name as part of the role name. For example, if the partner account name is Acme, the three roles are Acme Partner Executive, Acme Partner Manager, and Acme Partner User.If the ownership of a partner account is changed to another channel manager, the partner user role is moved to that location in the role hierarchy. Partner users at a given role level are always able to view and edit all data owned by or shared with users below them in the hierarchy, regardless of your organization’s sharing model.
Leads Quotes
Adwords - Key Words used when searched in Google that will provide a Company's Sponsored link. Google Anaylitics - Separate fucntion to analyse web traffic to the Companies Website Reporting - Lookup relationships allow data from the two related objects to be joined in one report.
Desktop connectors Middleware connectors
New Opportunities Non-rejected Leads
A person account is an individual consumer with whom you do business, such as a financial services client, an online shopper, or a vacation traveler. Person accounts are applicable to organizations that operate on a business-to-consumer model as opposed to a business-to-business model.
Person Accounts are NOT enabled by Default. They can be added to a to the Contact Roles related list on cases, contracts, and opportunities.Since the Person Account can also be a Contact (on a specific Object, which is defined by a role)
Train them to leverage the Add a flag on the Opportunity identifying it for review Understand her sales pipeli Define quality vs. quantity of leads
Set the org-wide default on Create a Role hierarchy to manage the rollup view of Opportunity object only; everything else takes care of itself
Quick, three step handshak Share workflow alerts and actions
Managers in the role hierarcAdding managers to account teams with Read only access Count number of activities tPipeline report
Sales Manager Sales Operations
Analyze which keywords and advertisements a Use the standard Asset relatUse the standard Opportunity relationship Territory-based sales reports.
Provide a training class on Give them best practices on using Tags Product line items Campaigns
Create two opportunity recorCreate a custom object for the upgrade process and associate upgrade records with the original opportunity.
PipelineReport ForecastDashboard
CreateacustomobjecttoholdthCreate a separate Record Type for the sales and support group Does the Navy forecast by rDo you receive payment at shipment or receipt?
Track the results of Google AdWords lead conversion
Related lists Activities
Lead conversion Contact management
Create 5 Address fields on t Only use the two standard addresses on the account
Create a workflow rule to suCreate an approval process to route opportunities for the legal team to review.
Ask the client what they areAsk the client if the sales people should see this report
3 4
Change their own language pRefresh their browser
20,000 500
Lead History Report Campaign Related List
20 40
ROI = (Total Value of Lost Opportunities- Total value of Won Opportunities)/Actual Cost Export data for back up pur When excel connector is not available
A managed package is a collManaged packages do not include locked components and cannot be upgraded
Custom Objects User
125 250
List Views Related Lists
Add up to four columns to a Add up to three bars to a horizontal bar chart Organization-wide IP restrictProfile-based IP restrictions
Tasks allow you to track the Tasks cannot track specific actions
Objects Frequency
Record Type Access Permissions
You must have the MarketingYou must have the Territory Manager Profile
300 1000
In combination charts, all g Decimal-place precision on charts is customiza 256Rows and 65,536 Column12Columns and 125Rows
Opportunities Cases
Deletion Capabilities Import Leads Capabilities
Not search-able in sidebar NA in offline Edition or connect to outlook Show Details Show Details and Add Events
Enable Forecasting All of the above
Fiscal Year Licenses
Develop Partner ApplicationCreate Interactive Communities Administrator Anyone below owner in role hierarchy
Inline Editing Allows inline editing for other records
List Views All of the above
Html with Letterhead Custom HTML
10 15
On Standard a Profile All of the above
Fiscal Year Primary Contact and Address Information
Documents Products
Records that have been shaRecords owned by or shared with users in role Opportunities Forecasting
An Account team role The Record owner
Before records are importedWhen entering values in the edit page Custom Profile User Role
Fiscal Year Forecasting
It is necessary to create ind When you change a user’s role, any relevant sharing rules are evaluated to add or remove access as necessary
Customize standard applicatGroup standard and custom tabs into new cus Workflow rules created after Workflow rules on custom objects are automati
Email Alert Outbound Message
We can select up to 20 diffeDashboards in Group Edition organizations ar
Opportunity Case
Modify the applications to Customize standard applications provided by Use Force.com builder to buCorrelate to tables in the database
Enterprise (100) & ProfessioEnterprise (250) & Professional (50)
Search None
Salesforce CRM Content Products
Location Set start and end dates
You cannot update and deletWhen you delete a custom report type, any reports based off it will not be deleted 4 Unlimited
125, 500 250, 1000
Every time a Record is creatWhen a Record is edited and it did not previously meet the rule criteria Calculated automatically After Edits / Save
50 100
When a case is automaticallWhen a Workflow is Triggered
300 500
Table Chart
You need user to have a Ma You need user permission to “Schedule Reports”
The Customer Portal All the above, Company Profile None of the above
Managed package are assocAll of the above
Solution Lead
Administration Setup Data Setup
Maximum of 50 time triggers per rule
Validation rules Assignment rules
Enterprise (50) & ProfessionEnterprise (25) & Professional (25) Invoice Manager Sales User
500 1000
enable Customizable Forecasenable Multiple Currencies
Pipeline reports may be oveOpportunity stages may be used to determine the forecast category of an opportunity
Clickable image buttons Combine text strings together
The list can be customized tNone of the above
Edited Submitted for Approval
Added to New Link/Create NCustom Object Reports
SF Automation SF Customer service and support
Leads Custom Objects
Adds an activity or sends anEdits the case
The Record Owner, a User aThe Record Owner and System Administrator Real-time analytics Partner
The installation will succeedThe installation will succeed, but only the reports,
Summary None of the above
Only newly created opportuniOnly historically created opportunities reflect the change Running a report All of the Above
Can be done by using certain App exchange partners
Date Range Sales Team Read, Create, Edit, and DeleSharing rules
only child fields are availablLookup field child is required
URL Snippet
Email Number
An S-Control An S-Control snippet
Account or Contact Only Contact or Opportunity Only
Cases Opportunities
Search None of the above
Escalation Rule Entry Assignment Rule Entry
Opportunity Amount multipliAmount multiplied by the discount percent Users, Custom Objects and Custom Objects, Contract and Campaigns
View all folders his/her Sub View records his subordinate does not own but can view
The related object of the ca The mini page layout of the case page layout must be modified
Default Values on Standard FWorkflow Field Updates
Provisional Native
Default Sales Teams may be Default Sales Teams may be added manually to an account record Custom Formula Fields can rCustom Formula Fields can calculate across objects
Schedule Date Only Commit Date
Metric Gauge
Once per user session Each time a user views the record User defines amount, close None of the above
Marketing User Profile allowNone of the Above
Three custom fields Custom lead fields cannot be mapped
Either Reports, Dashboards,Either Reports, Dashboards, Documents, or Other Folders
Custom object as a lookup toCustom object as a lookup to a custom object Create a Task Create an Event
Record Id Record Number
Expected Revenue / Budgete(Amount of Won Opportunities minus Actual Cost) / Actual Cost
The record type controls the pThe sales process controls all picklist fields
Custom Link Import Wizard
Cases, Contracts, Accounts,Opportunities, Cases, and Accounts Custom Fields on Standard OCustom Assignment Rules
Campaigns, Contracts, CustoOpportunities, Leads, and Contracts Component header the Y-axis
Add campaign members to otUpdate the campaign member status of a lead using the manage campaign members feature.
make mass profile name ch Edit profile permissions directly in a list View
Survey partners for their us Identify the Salesforce system administrator at another company 50,000 Depends on the user's locale
Support processes Approval processes ISBLANK() and BLANKVALUE(ISNULL() and LEN() Customize Source reports Customize field settings
Lookup filters are available Lookup filters can restrict lookup dialog results based on fields on the source object.
Cannot own an account recoAre not assigned to roles in the role hierarchy Lookup fields to the Accoun Relationship fields for records owned by queu
Create validation rules rel Change a lead to a contact from the campaign member record.
View recall details Request rejection details
An active user's email addreAn organization-wide email address Add a second axis range to Add a third axis range to a chart Contract Manager Solution Manager
Case Opportunity
Web to Lead Web to case
Alias Community Nickname
User is asked in a Popup winUser is logged out once he tries to do any DML (Data Manipulation) Operation i.e. Save, Edit etc.
No Impact on the User as heFrom a new session, user will see everything in the New Organization Locale"
Enterprise Edition Unlimited edition
Every time a record is creat All 3 criteria’s can be used
Organization based Login H Organization based Login IP ranges
45 60
Roles & Profiles Field Level Security
Call Center Community
Picklist Field Email Id Field Satndard Picklist Multi Select Picklist
Last Day of Current QuarterLast Day of Current Month View All Data Modify All Data
Depends on the Setting of the Administrator profile
Account Custom Object
Lead Processes Support Processes No such Significance Both A & B
Depends on Profile Settings User Records can be archived so that they are available on request
Opportunities Solutions
Production and Full Copy S Record Id’s are always different in different environment
Throws an error and don’t aUser is given a choice in a pop up window
MIN Count
30 40
Record Types Field Level Security
15 20
RPad Vlookup
Matrix Reports All can be used Any one of A or B None of A or B
500 Unlimited Fields
Matrix None of the Above
30 No restriction on no. of Fields
Opportunities Contacts
Console Call Center
OWD is Public Read Write Sharing rules can be created on any of the above\
This case can never arise
Matrix Reports None of the Above
Custom HTML Visualforce
Opportunity Case
Developer Edition Unlimited Edition
Depends on the Settings
Both A & B None of the Above Opportunity Alert Big Ticket Email
Accounts and Opportunity Account and Cases
4 5
After every DML Operation Admin can set the time of Refresh History Record on Approval All of the Above
50,000 Solution Records cannot be imported via Import Wizard
Any potential revenue-generaAny individual or influencer associated with an account
(1 OR 2 OR (3 AND 4) (1 AND (2 OR 3)) OR 4
50,000 User Records cannot be imported via Import Wizard Control which standard and cDetermine whether fields are visible, read onl
The field-level security overNone of the above
10 Reports each having 2K rReport Fails and an error is reported Deletes that particular ObjeAll of the Above
Any potential revenue-generaAny individual or influencer associated with an account
Username Role
The first two rows of any of The first row of any available dashboards
Lets you make calculations None of the above Transfer Open Activity Transfer Closed Activity
They perform calculations t They display the source report as you hover over a dashboard component Sync a Salesforce calendar Custom brand different invitations per customer
Matrix Reports Summary Reports Escalation Rule Entry Assignment Rule Entry
Number Field Date Field
Contact
Fields available for the reports
Values will have to be moved to another field before coping the record
Validations Rules Assignment
Language Record date
Due Alerts Pending Tasks and Activities Tagging
Opportunity Hierarchy Sales Quota
Validation rules for Tasks
leads and contacts , Track the no. of times the content is viewed/downloaded
Source report folder access
Default columns available
Case Team , Sales Team
Excel connector, offline connect Merge leads function
Documents , System Admin can access personal folders of users
Customize the campaign membCreate Cross-object formula fields to display lead or contact record details on a campaign member record Customize the campaign histDisplay key campaign member data on an opportunity record
Create custom lookup field tChange a lead to a contact from the campaign member record Update the campaign membeTrack the number of business accounts related to a campaign
Case Campaign
Support Processes Workflow Rules
When a case is created onli When a Workflow is Triggered The Record owner The Record creator
An active user's email addreAn Organization -wide email address
Maximum of 50 time triggers per rule
1 on 1/12/2008 2 on 1/8/2008 and 1/12/2008
The due dates for workflow tHistorical tracking is allowed for workflow task Lookup filters are case sensitive
The master records are deleThe intersection object is deleted Opportunities Contacts
Workflow Rules Record Types
Web-TO-Case SalesForce Mobile
Related List Custom Button
Controlling which fields, rel Page section customizations Custom Links Custom Formula Field
Sidebar Related List
Dashboards Home Pagelayout
User is taken to developer.f None of the above Workflow Rules Packages
Scatter Gauge
OWD None of the Above
Enterprise Edition Unlimited Edition Insert, Undelete Update, Undelete
Yes we can share, but only pYes and everyone will be able to see it regardless of access to dashboard
Yes in every type of Chart
Live Updates All of the Above Field Update Outbound messages
Users, User Feed, CommentChatter Groups, Members
Language Default Currency
Create a list view on ContacCreate a field on the Console
Validation rules can referrenIf an error message is not set, a default mess Salesforce CRM Content can iFiles attached to a Chatter profile post.
The ability to take back ap The ability to send approval requests to multiple approvers in a single step
Professional Developer
Excel (.xls) PDF
System Administrator Marketing User
Show customer Sidebar ComTransfer all Open Opportunities
Open tasks with a due date Closed tasks with a due date greater than 365 CASE("picklist_field") Picklist_field(VALUE)
1000 200
Only if the Object is not related to any other object
Licenses Storage and Used Space
Upon editing a field Upon saving a record
Report Builder Both Report Wizard and Report builder
UI Java Script
Setup | Profiles | Customize
Professional, Unlimited, andEnterprise, Unlimited, and Developer Editions
200 1000
It preserves the context of It allows access to data by opening each reco The default workflow user The last user to modify the record prior to User A It determines the encoding. It determines the encryption.
Email-to-Case Connect for Outlook Tabular
You can automatically see thMeeting organizers can not use Cloud Schedul You can choose to update thThe records will automattically update.
None of the Above Sales Cloud
Matrix
Marketing and Leads Solutions Administration Call Center
The interaction log fields disWhether the SoftPhone displays in the footer
The source report must be stoThe source report must be grouped by record name, record owner, or feed post.
Profiles Groups
Master-Detail-Sub detail Relationship
Professional Developer
The approvers delegate can Approvers can view an approval request from
Leads Contacts
Every kind of workflow evaluWhen a Record is edited and it didnt previously meet the rule criteria
Only if they have "Import Only if they have "Modify All Data" permission checked.
Deny a user access to other users leads
Charts Gauges
In house Servers can be acqNone of the above
Professional, Developer andEnterprise and Developer only
600 1000
Close Date = Last day in fis Stage = First stage in list
Customer Support ManagemCampaign Management
Leads and Opportunities can be associated to several campaigns, but Contacts can only have one Campaign
Assets Contracts
Account Sharing Rules Multi-Currency Default values on Standard Fields
Custom Multi-Select Picklist Standard Checkbox
Profile Both Page Layout and Field Level Security Data Warehouse informationFlash representations of data
Person Account Default Partner Account Default You will be prompted to deciNothing
Edited Submitted for Approval
Added to New Link/Create NCustom Object Reports
SF Automation SF Customer service and support
Leads Custom Objects
Adds an activity or sends anEdits the case
The Record Owner, a User aThe Record Owner and System Administrator
The Record Owner, a User aThe Record Owner and System Administrator