Elance Salesforce CRM Test Answers
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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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