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1.
An account manager needs to be able to have Read only access to the Opportunity records created by the sales team, which are associated to his accounts.
However, he reported that while he can see an Opportunity related Information section on his Account Detail page, he sees an Access Denied error instead of a list of Opportunity records. What is the likely problem?
However, he reported that while he can see an Opportunity related Information section on his Account Detail page, he sees an Access Denied error instead of a list of Opportunity records. What is the likely problem?
2.
You have a requirement to set up an Expenses object. This object will be used often by marketing and sales users and you need to create a set of lists to appear on their Expenses home pages. The marketing users will want lists that search on an Expense Category pick list field and the sales users will want lists that search on an Expense Date field. You decided you will use a Custom Object for the Expenses object. What recommended best practice should you keep in mind when setting up the fields for the new Expenses object?
3.
Which two statements are true about Workflow rules?
4.
Sales managers want you to build a report that allows them to view revenue totals by product category and industry for each sales representative and select different years to filter the data. Which of the report views described below would best meet their needs?
5.
Which two statements are true about audit trails?
6.
Service managers want to see the number of open and closed service requests by product, owner, account, and industry. You determine that a dashboard would be the best option to represent this content. How would you begin creating a custom dashboard?
7.
One of the Sales Representatives in your organization has just been re-assigned to a new territory under a different Regional Manager. What update should you make to her user profile to make sure that her new manager has access to her data?
8.
You need to figure out which method to use to load a large number of Account records Into CRM On demand. Which three of these conditions can be met by using
the Data Loader to load your data?
9.
Since Managers want to see a list of activities for each account as well as a list of accounts with expected revenue greater than $50,000. When there are no accounts with expected revenue greater $50,000, then links to sales tools should appear. How would you accomplish this requirement?
10.
To enhance user experience at your company, you are thinking about using Web applets to embed external HTML Web content in several areas of CRM on Demand. However, it is important to know that web applets cannot be used in all application areas. Which area does NOT support Web applets?