Personalizing SFDC: If I want to update my personal info, email settings, etc. I have to:
A. Contact head office
B. Click "set up" in salesforce.com and edit my info
Records and Record Detail Pages: I can edit data for multiple records at once by selecting each of them within a list view, Clicking on one of the records, and choosing the field to edit for all.
A. True
B. False
Records and Record Detail Pages: SFDC lets me print list views for Accounts, Campaigns, Cases, Contacts, Leads, or Opportunities.
A. True
B. False
Records and Record Detail Pages: What is NOT true of hover links in SFDC?
A. Hover links can be found on record detail pages (for leads, opportunities, etc)
B. Top of page hover links often provide a summary of information found on the bottom of a page so I don't have to scroll down to see important activity history, notes, etc
C. Just about every link in SFDC can be hovered over, and a summary window will pop-up.
D. When I hover over them, I begin to levitate in my chair
E. Hover links are cool and will save me some time when researching info about accounts, leads, opportunities, etc.
Adding Records: I must always search for a company or contact record BEFORE adding a new lead, opportunity, contact, or account into Salesforce.
A. True
B. False
Adding Records: If I add a duplicate record because I haven't searched before adding a new one, the following events will be likely to happen:
A. The data quality in Salesforce.com will start to suck, and head office reports will no longer be accurate
B. I will complain when I inevitably end up adding notes or events to the wrong record
C. I will feel so guilty that I will be compelled to sign over my commissions to Bill, who needs more money to save homeless cats in the city of Boston
D. I will need to delete the duplicate record I have added, or merge the 2 duplicate records together.
E. All of the above
If you schedule a dashboard refresh on the 31st day of every month, will the dashboard refresh in months without a 31st day?
A. True
B. False
You can create a custom report on solution categories and solution categories are available in list views.
A. True
B. False
Your System Administrator must reset your password for you if you lose it.
A. True
B. False
I can access a "list view" of records by clicking on the leads, opportunities, or accounts tabs. I can also filter my list views so I can see exactly what I need.
A. True
B. False
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