Elance Salesforce CRM Test Answers



What is word "app" short for?

Application
Appearance
Applied
Apples

 

 

What is a detailed description of a customer's feedback, complaint, or issue?

Case
Archive
Work Order
Complaint Ticket

 

 

How do you leave a note for another user about a specific organization?

Attach a note or file under the organization
Write it on a post-it note
Log a call
Email the user about the information

 

 

Which of the following statements is true about leads and contacts?

Leads can be converted into contacts in one-click.
Existing contacts can be converted to leads in one-click.
Reports cannot be pulled for leads.
Leads are deleted after the conclusion of a campaign effort.

 

 

What is AppExchange?

One of the many acquisitions made by Salesforce.com.
The Salesforce.com app that is located in the iTunes Store.
A marketplace for cloud computing applications built for the Salesforce.com community.
A forum for Salesforce.com users to discuss their own applications.
An app that helps companies swap ideas about how they implement Salesforce.com.

 

 

This is a real time collaboration tool that can be used for projects, groups, individuals, or initiatives:

Campaigns
Contacts
Chatter
Libraries

 

 

What field do you find the "log a call" feature under an organization?

Opportunities
Activity History
It’s a custom object so wherever the administrator creates it to be.
Pricebooks

 

 

Where can you find additional applications for Salesforce?

AppForce
Application Updates
iTunes
Salesforce app exchange

 

 

What is the Salesforce term for duplicating an account/activity/contact etc?

Place
Duplicate
Copy
Clone

 

 

What is the definition of a product?

Pricebooks opportunity
Specific campaign item
An item available on the internet
Anything your company sells

 

 

Page layouts can be assigned to a Record Type.

True
False

 

 

How do you create a recurring event?

Manually add the event each occurrence
First create the event in Outlook then import the series into Salesforce
Download a specific calendar not native to Salesforce
Create a new event and select recurring series

 

 

The main function of the document library is:

A resource guide for your customers
To store documents without attaching them to accounts, contacts, or other records
To beef up your articles and knowledge briefs
To track completed projects and task lists.

 

 

If a contact is associated with multiple organizations this information will appear in which areas of Salesforce?

All of these
Contacts
Reports
Organization

 

 

What is the term for the number of days an opportunity has been open (since creation)?

Age
Marketing Effort
Hot Lead Opportunity
ROI Calculator

 

 

How do you disable an inactive Salesforce user?

Delete user under user management
De-select the Active checkbox for this user under user management
Rename the user to a new active user under user management
Take no action

 

 

What is the connecting account for multiple accounts with one common office/organization?

Umbrella Account
Parent Account
King Account
Common Denominator Account

 

 

Is mass edit available to all users?

No
Yes

 

 

An account can be which of the following?

Organization/Company
Affiliated Contact
Contacts
Opportunity

 

 

Which statement is TRUE about the calendar function?

You can only view your own calendar
Calendars are static and cannot be customized.
You can view multiple user calendars
Other user calendars are encrypted for privacy

 

 

How do you setup email notifications for specific chatter groups?

Not possible through Salesforce
Must be changed on your email server
Notifications are on by default, no action necessary
Administrator must turn on chatter email notifications

 

 

A log of emails sent through Salesforce.com can be found under:

Email Log Files
Mass Emails
Debug Logs
Email Settings
Email Services

 

 

Which of the following is a Salesforce tool that allows companies to track marketing initiatives?

Organizations
Opportunities
Reports
Campaigns

 

 

True or False: There is a way to "Mass Delete" accounts from Salesforce.

False
True

 

 

What is one way to import existing company contacts and information?

Connect for Outlook
Excel Sheets and Data Loader
Manual Input
All of these

 

 

How do you create a new campaign?

Under contact click "add to campaign"
Under user management click "create new campaign"
Under organizations click "new"
Under campaigns tab click "new"

 

 

What is the reporting tool called that allows a user to pull specific data/narrow the scope?

Filter
Tabs
Edit
Plug

 

 

By which channels can an article be viewed?

The Internal App
Customer Portal
Personal Company Website
All of these

 

 

Which of the following is a free license?

Chatter
Siteforce
Knowledge
Partner Portal

 

 

How do you easily/natively share a report with another user?

Reports are private and cannot be shared
Export report and send in an email
Save report in public folder
Post report in a shared network drive

 

 

Which of these companies does Salesforce integrate as an email marketing tool?

Elite Email
HyperMail
Pinpointe On-Demand
ExactTarget
iContact

 

 

You can trasfer information from SalesForce to Excel?

Yes, But only with 2010 MSO Version
Yes
No
Yes, But only with 2007 MSO version
A third party plug requiered

 

 

What type of application is "ExactTarget" (used through AppExchange)?

Research Tool focused on Fortune 1000 companies
Address Database
E-mail Marketing
Call Tracking
Data Repository for CEO information

 

 

Which of the following is NOT a report format in Salesforce?

Campaign
Tabular
Summary
Matrix

 

 

There are four main certification paths available in Salesforce.com. Which of these is NOT one of them?

Administrators
Developers
Implementation Experts
Architects
Coders

 

 

A campaign that hosts/deploys multiple campaigns under it is called a:

Umbrella Campaign
Hierarchy Campaign
Parent Campaign
Campaign

 

 

What is the Salesforce reporting interface called?

Drag and Drop
Uploader
Input and Carry
Drop and Carry

 

 

What is the model of software development and distribution that is completely hosted on the internet?

Space Computing
Universe Computing
Cloud Computing
No host computing

 

 

Salesforce can pull reports for which of the following information fields?

Primary Contacts
All of these
Specific Campaigns
Zip Codes

 

 

Which statement is TRUE about chatter?

All of these
Chatter includes individuals
Chatter can attach documents
Chatter includes groups

 

 

You can do this on Chatter:

All of the above
Discover resources and recommendations
Collaborate on business processes in context
Connect quickly with people and content

 

 

What is the customer support help desk offering from Salesforce.com?

Force.com
Desk.com
Do.com
Site.com
Data.com

 

 

What statement is true about reports and campaigns?

An influence report can be pulled for a parent campaign.
Contact reports can be pulled for specific campaign.
Contacts pulled in a report can be pushed directly into a campaign.
All are true statements

 

 

As an administrator, how would you go about importing a large number of opportunities?

Salesforce-to-Excel Integration
Clone existing opportunities
Use the Apex Data Loader (separate download)
Setup -> Username -> Data Management -> Import

 

 

A "contact role" is defined as:

A role a specific contact plays in an opportunity or account
A role a specific contact plays for your company
The type of Sales force user that person is

 

 

What is the cloud computing PaaS system from Salesforce.com?

Data.com
Force.com
Desk.com
Chatter
AppExchange

 

 

What does Conga Composer do?

Helps you send targeted, relevant email messages directly from Salesforce.com.
The Help Desk feature for Salesforce.com.
Gathers Salesforce information and merges it into Word, Excel, PowerPoint or PDF-form templates.
Allows you to create apps for AppExchange.
It directly embeds high-value business information into your Salesforce application.

 

 

What type of files can be uploaded to the document library?

All of these
.pdf
.png
.xls

 

 

What is Force.com Labs?

Portal for customers to upload their own salesforce.com apps.
Open-source apps developed by salesforce.com employees.
The locations where all salesforce.com engineers work.
An offshoot of salesforce.com, where engineers work on projects for other companies.

 

 

What field on a Lead denotes if the record is converted?

IsConverted
ConvertedId
Converted
HasBeenConverted
Converted__c

 

 

According to the Salesforce definition, an article:

Captures information about your company's products and services that you want available in the knowledge base.
Captures all media surrounding your companies products and services and is available for customer review.
There is no such thing as an "article" in Salesforce, this is a trick question.
Collects social media mentions and stores for customer review.

 

 

An activity that has a scheduled time is referred to as a(n):

Appointment
Event
Meeting
Task

 

 

What Salesforce tool allows for updates to multiple contacts at one time?

Excel sheet uploader
Apex data loader
Mass upload tool
Outlook configuration

 

 

What is the maximum number of records that can be shown in the Recent Items menu (commonly on the left-side of the screen)?

5
10
15
This section does not exist.
20

 

 

Native Salesforce tool that allows a user to search for new contacts and leads globally.

Google search
Jigsaw
Administrator dashboard
Several are available on appExchange but not natively in Salesforce

 

 

A place where documents, reports, and dashboards can be stored is a:

Assignment
Document library
Folder
Parent Campaign

 

 

What Sales force tool gives clear visibility of sales, pipelines, and profit?

Parent Campaign
Dashboard
Forecast
Predictor

 

 

You can send mass emails from a Developer Edition Org.

False
True

 

 

Salesforce.com's CRM solution is broken down into several broad categories. Which of these is NOT one of them?

Data Cloud
Customer Cloud
Service Cloud
Sales Cloud
Collaboration Cloud

 

 

Campaigns can include which field(s)?

Campaign Hierarchy
Workflow Report
Logged Calls
Individual Emails

 

 

Which of these is a platform that can be used with Salesforce.com?

Heroku
Facekandi
AppsForce
FACTCHA

 

 

Time-Dependent Workflow Actions are prohibited when Evaluation Criteria is:

Blank
Only when a record is created
Every time a record is created or edited
When a record is created, or when a record is edited and did not previously meet the rule criteria

 

 

Which of the following are portals available on the force.com platform

User
Employee
Help desk
Customer

 

 

How many records can you mass update at once?

As many as you'd like
50
200
1,000

 

 

A campaign influence report shows a Salesforce user what data?

The influence of multiple campaigns on a single opportunity
How campaigns influence company decisions
How campaigns influence the bottom line and profit margin in a company
How campaigns influence the creation of new opportunities and leads

 

 

A draft article that has been assigned to another for editing is called what?

Dashboard Task
Task
Assignment
To-Do List

 

 

What tab allows a user to view multiple Salesforce tabs in one location?

Dashboard
Homepage
Document Library
Console

 

 

A list of products sold by a company is found and created in what Salesforce feature?

Quickbooks
Pricebooks
Product List
Salesforce Store

 

 

What is the maximum number of records you merge at the same time?

2
10
5
3
Unlimited

 

 

Self-service customers may use what type of Salesforce login?

There is no option for customers
Customer login
Guest pass
A Portal

 

 

Regarding Salesforce... What does DRO stand for?

Dispute Resolution Officer
Data Residency Option
Department Repair Order
Data Request Output
Digital Readout

 

 

Which of the following is a free support offering from salesforce.com

Public Case view
Knowledge
Self Service Portal
Customer Portal

 

 

Which field is used for an individual that is associated with multiple organizations?

Parent Contacts
Affiliated Contacts
Contacts
Parent Organization

 

 

Which of the following is a standard salesforce user type

New hire
Salesforce user
Offline user
Marketing User

 

 

What setting has to be changed to allow mass editing in a list view

Checking the "edit" checkbox in the view setup
Enabling in user settings
Filter by Record type
You must own the records

 

 

What is a flexible collection of accounts and users where users have at least read access to accounts?

Chatter Group
Project
Territory
Shared Account

 

 

When a lead is first assigned to a Sales force user it is marked as:

New
Pipeline Lead
Hot Lead
Unread

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