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Leads can be added to campaigns. Campaigns are used to convert Leads. Accounts and Opportunities are a result of a converted Lead.

You can go to Setup > Customize > Tab Names and Labels.

Leads Home Page is not used to Mass Edit Leads. Leads' Home can be used for import, transfer and mass email of Leads but does not have a "Mass Edit" option.

Formula fields cannot be used for creating new records. Creating new records automatically can be achieved by setting up a trigger or a process builder. Formula fields are only meant for field content type of results.

Roll-up summaries are only available in master-detail relationships. Master-details allow roll-up summaries in the record detail page to reflect record counts, sums, min, and max amounts.

The limit number of recipients for the Salesforce standard mass-email feature is 250. This is the maximum in the Salesforce standard feature. Third party Apps can be used to increase number of email recipients for communication or marketing.

The length limit for any numeric field such as currencies, percentages, numbers, is 18. At least 1 must be a whole number, while the others can be decimal spaces.

'Phone' Fields auto formats numbers, and can take more than 10 digits, and not just numbers. If it's just 10 digits however, the field properties will mask it in the following format: (999) 123-1234; otherwise, it will just be numbers. Characters such as parenthesis and hyphen are also acceptable.

Products are added to Quotes and Opportunities. Leads are prospects, to add products, it will have to be converted. Accounts contain an Opportunity.

Field Dependencies allow you to have one controlling picklist mastering one or several other picklist and making the values vary depending on the selection of the first picklist.

Administrators and those with special Admin permissions can view encryptions, while the standard users cannot.

There is no term called "web button" in Salesforce.

An Object's Fields, Page Layout, Rules, Triggers, Record Types are known as Object's Component.

Tasks are for Date Sensitive items and Events are for Time-Sensitive Actions.

Standard Objects Fields cannot have their properties changed. For example, a text field will always have the text field property.

Creating an external object and setting up external access will allow users to interact with other sources.

The limit depends on the Salesforce Edition. For example: Group Edition allows for only 5 custom objects.

A Name is required to create a Custom Object.

Visual Flow can delete existing records while a Workflow cannot. A Workflow rule identifies what kinds of record changes or additions trigger specified workflow actions, such as sending email alerts and updating record fields. Workflow rules and actions are associated with a specific object. Visual Workflow enables you to create flows, which are triggered by users rather than events.

You can alter the Visual Flows only when it's not active. Just like workflows or other triggers, the rule needs to be inactive before any changes can be made.

Lead Assignment Rules are used for user ownership. Assignment Rules use criteria filters to assign who the owner will be for a lead.

Process Builder can only create or edit, but Visual Flows can also delete existing records.

Record Types allow the use of different Page Layouts, Fields, and Profile Permissions.

You can have several templates, you will need to ensure that the template to be used is active.

Objects and Fields cannot be created via Dataloader. It is only meant to deal with data, not metadata.

Master-Detail Relationships and Fields can be created through the Schema Builder.

Validation Rules are used to enforce field requirements based on business logic.

Validation Rules have a formula limit of 5000 characters. If a logic requires further character limit, then it will be a trigger-based formula that will likely require apex development.

The validation rule will stop a user from saving when the formula evaluates it as a TRUE statement. The rule will look at the situation that will assert its statement line as true. Example: Check box field is unchecked = TRUE

A Case Escalation Rules can be based on Timing or Issue. Users are not a factor for escalation. Timing OR Issue are needed to escalate.

Not all Lighting Components are standard and free and they can be obtained through AppExchange. Not all components are friendly to portable electronics. Read details and description of the component before committing to installing it. To change it to meet your business needs, it is recommended to discuss those needs with the component creator or developer.

A Sandbox is not an alternative platform to use instead of Production. Sandbox is a testing and developing environment. It is limited in its accessibility to users and is restricted by Salesforce.

Change sets contain all forms of customization to deploy over to Production such as Triggers and Apex Class. Not all customizations can be done through change sets, and it will require customization in Production instead.

The feature called Knowledge is meant to be used as Storage for Solutions. For Salesforce you visit help.salesforce.com and Solutions is its own object.

HTML is the format used to embed it into the website from which the form is posted in. '.XML' is for web services, '.XLSX' is just an Excel format, and '.CSV' is used for import of data.

The four report formats are Tabular, Joint, Matrix, and Summary. Lists or List Views are not reports, but filters used in the home page of an object. Combined reports do not exist. Joint reports are only available to EE.

Only Matrix or Summary can be used for charts or Dashboard components as it allows specific data grouping.

Import limit in Import Wizard is 50,000. Import Wizard is an entry level tool that has an import limit. For bigger batches of data import, you can utilize other software such as Jitterbit or Dataloader.

The limit of the 'Mass Delete Record' feature in Salesforce is 500. Mass Delete Record is a standard feature in Salesforce, and it's limited. However, there can be a mass deletion of records through dataloader, as long as the record ID's are available.

It is advisable to use Dataloader instead of Import Wizard when the amount of records exceeds the Wizard's maximum, and when an import load needs to be scheduled on regular basis.

Reports can use any type of formula.

The import format for any software or data import tool that works for Salesforce is .CSV.

Record ID is unique to the Salesforce organization, therefore, it is the only value needed to complete a deletion process.

Only one deployment can happen at a time.

Eclipse is not a tool to Import Data. Eclipse is meant to be used for advance code development and change sets, but not for data import. It handles metadata, not data.

Salesforce to Salesforce feature should be enabled for an Organization to share records with another. Admin will need to enable this feature through setup.

'Set History Tracking' keeps track of logins. Field content changes on an object can be tracked. Each object needs to have 'Set History Tracking' enabled individually in their field setup section.

A web-to-lead form is created to be compatible for web, which is HTML. The other options are different Excel file formats.

AppExchange does not offer upgrades or downgrades of Salesforce Editions. Contact Account Executive if there is a need for either.

The four report formats are Tabular, Joint, Matrix, and Summary. Terms such as "Combined" or "List" reports does not exist in Salesforce.

Matrix and Summary reports allow for grouping and segmentation of data which are needed to come up with a chart.

Any formula can be used for reports.

Only 1 Dashboard can be displayed per Home Page, and up to 3 components from that same dashboard can be seen at once.

Admin must go to Setup and Activate Mobil Administration.

List views are saved filters to view data on the home page of an object.

In the process of converting a Lead, creating an Opportunity is optional and all other information is transferred except Unmapped Custom Fields.

All dashboard components require reports, which are the source of the data that they reflect graphically.

There are different layers of security settings in Salesforce, except user hierarchies.

Audit Trails will reveal the user's IP address from which a change was made.

Administrators can reset all passwords by going to Security Controls.