GridBuddy Connect Certification - Admin Fundamentals

1. Question

1 point(s)

Category: Admin Fundamentals

A Grid Admin can build a new Grid without first setting up a Connection.

TRUE

Correct Incorrect Correct answer

FALSE

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2. Question

1 point(s)

Category: Admin Fundamentals

What action should a Grid Admin take to set the records per page that are visible on a grid?

The Grid Admin can control the records per page in GridBuddy Connect Wizard Page 1

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The Grid Admin cannot control number of records per page

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The Grid Admin can set the Max Record limit in the Define Filters section, but can only control the Max Record Limit on the Parent Object

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The Grid Admin controls Max Record Limit via the Select Fields section of the GridBuddy Connect Wizard

Correct Incorrect Correct answer

3. Question

1 point(s)

Category: Admin Fundamentals

Conditional Formatting in GridBuddy Connect supports which of the following Relative Dates?

*Select all that apply

NEXT_MONTH

Correct Incorrect Correct answer

LAST_FISCAL_YEAR

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LAST_DECADE

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TODAY

Correct Incorrect Correct answer

4. Question

1 point(s)

Category: Admin Fundamentals

What steps must a Grid Admin take to reorder Data Card fields?

The Grid Admin can drag the fields up or down within the Data Card Fields section within GridBuddy Connect Wizard > Select Fields

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Data Card fields cannot be reordered within Grid Settings

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Number each Data Card field in the preferred order

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The Data Card fields appear in the order that each field was added and cannot be changed

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5. Question

1 point(s)

Category: Admin Fundamentals

What step is required by a Grid Admin to configure and customize ReadyGrids before they can be used?

None. ReadyGrids are ready to use

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The Grid Admin must select a Connection for each ReadyGrid

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The Grid Admin must input a title for each ReadyGrid

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The Grid Admin has to modify one of the ReadyGrids, and the rest will auto-update

Correct Incorrect Correct answer

6. Question

1 point(s)

Category: Admin Fundamentals

What is the main difference between GridBuddy Connect and a Salesforce List View?

GridBuddy Connect supports editing on multiple objects and fields in the one view

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There is no difference between GridBuddy Connect and Salesforce List View

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Salesforce List View offers more field editing capabilities

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Salesforce List View allows editing on multiple objects, GridBuddy Connect only allows editing on one object

Correct Incorrect Correct answer

7. Question

1 point(s)

Category: Admin Fundamentals

When installing the GridBuddy Connect App, which best practice is recommended by Validity?

Install for "All Users"

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Install for "Admins Only"

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Install for "Specific Profiles"

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Install for "Grid Admins"

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8. Question

1 point(s)

Category: Admin Fundamentals

A Grid Admin can set up a new connection by completing which steps?

GridBuddy Connect Wizard > Manage Grids > Connections

Correct Incorrect Correct answer

GridBuddy Connect Wizard > Organization > Connections

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Manage Grids > Manage Actions > Connections

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GridBuddy Connect Wizard > Refresh Metadata

Correct Incorrect Correct answer

9. Question

1 point(s)

Category: Admin Fundamentals

Lucy wants to set up GridBuddy Connect so that her team only has to log into Salesforce in order to access GridBuddy Connect. Which steps should Lucy take to accomplish this?

*Select all that apply

Enable SSO within GridBuddy Connect

Correct Incorrect Correct answer

Go to GridBuddy Connect Settings tab and create a new record, naming it "Seamless Authentication"

Correct Incorrect Correct answer

Within Salesforce select the GridBuddy Connect Settings tab and create a new record named "Default" and set the GridBuddy Connect ORG ID

Correct Incorrect Correct answer

Install the GridBuddy Connect App from the Salesforce AppExchange

Correct Incorrect Correct answer

10. Question

1 point(s)

Category: Admin Fundamentals

One of Josh’s team members has requested a functionality that currently does not exist in GridBuddy Connect. How should a Grid Admin respond to this request?

*Select all that apply

Email Validity Support

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Submit a Feature Request through the Feature Request Portal

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Review the Feature Request Portal and upvote a current feature request that pertains to the sought after functionality

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Invite the team member to click the "Feature Request" button located above the grid

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11. Question

1 point(s)

Category: Admin Fundamentals

Jennifer would like to highlight support cases that are past due on the Cases grid. What is the easiest way for Jennfier to accomplish this?

Use the pencil icon to edit record row color for cases that are past due

Correct Incorrect Correct answer

Create a conditional formatting rule

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Write a short javascript extension to highlight cases that are past due

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Select the overdue cases check box and then select "More"

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12. Question

1 point(s)

Category: Admin Fundamentals

A Grid user wants to see the total sum of all opportunities in an Opportunity Grid. How can a Grid Admin accomplish this?

Right click Opportunities and select Sum

Correct Incorrect Correct answer

Export the grid into an Excel sheet and add up the opportunity values

Correct Incorrect Correct answer

Edit Field Properties for the particular field and select Sum as the function type

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Create a new Grid and enable Field Summary

Correct Incorrect Correct answer

13. Question

1 point(s)

Category: Admin Fundamentals

What is the quickest way for a Grid Admin to determine the number of GridBuddy Connect licenses they have?

Salesforce Setup > Installed Packages > Manage Licenses

Correct Incorrect Correct answer

Go to the Organization Tab within GridBuddy Connect

Correct Incorrect Correct answer

Contact a Validity Account Manager

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The number of licenses is shown under the GridBudddy Connect Home tab

Correct Incorrect Correct answer

14. Question

1 point(s)

Category: Admin Fundamentals

Salesforce List Views can be imported into GridBuddy Connect and converted into Grids.

TRUE

Correct Incorrect Correct answer

FALSE

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15. Question

1 point(s)

Category: Admin Fundamentals

Tommy is based in Australia and wants the grid Locale setting to align with his timezone without interfering with the company time zone in Salesforce. What steps should the Grid Admin take to accomplish this?

Go to User Properties under the Organization tab and set Tommy's User Locale to Australian

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Select a grid and change the Locale setting to Australia under Settings

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Mass Update the country field to Australia

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Grid Settings -> Select Field -> Field properties > change the Locale setting to Australia

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16. Question

1 point(s)

Category: Admin Fundamentals

George is tasked with building a new Grid within GridBuddy Connect. Where should he start?

Manage Grids tab then click New

Correct Incorrect Correct answer

Organization Page

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GridBuddy Connect does not support creating new grids

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Click "New" from within an existing grid

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17. Question

1 point(s)

Category: Admin Fundamentals

Within GridBuddy Connect, Grid view, where is the Mass Create button located?

Inside the More menu

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Within the three vertical dots to the left of each grid record

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Next to the filter icon at the top-right of the grid

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Within the Show menu

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18. Question

1 point(s)

Category: Admin Fundamentals

A user has mass updated several records directly from the grid, what step should be taken to save all the changes?

The user must click “Save” on the grid to save changes

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The Mass Update widget includes an auto-save function

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GridBuddy Connect always auto-saves

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Clicking "apply to selected records" saves the changes

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19. Question

1 point(s)

Category: Admin Fundamentals

Within the Edit Connections page, what type of Metadata information is displayed?

The status and date of the last metadata refresh

Correct Incorrect Correct answer

Number of grids

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GridBuddy Connect Active/Inactive status

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Number of GridBuddy Connect licenses

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20. Question

1 point(s)

Category: Admin Fundamentals

A Grid Admin can make a certain field “required” in GridBuddy Connect by completing which step?

Go to Grid Wizard page 2 for the grid then open the Field Properties for the field and mark it required

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Click More on the Grid then click Edit Field Properties

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Right click the Field Name and select "required"

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Click the pencil next to the Field Name

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21. Question

1 point(s)

Category: Admin Fundamentals

Within the Organization tab, where is the GridBuddy Connect Org ID located?

Profile

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Connections

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User Management

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Security Settings

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22. Question

1 point(s)

Category: Admin Fundamentals

Where can a Grid Admin find a grid’s Embeddable URL?

Grid Wizard page 1

Correct Incorrect Correct answer

Navigate to Setup in Salesforce then click Edit Page

Correct Incorrect Correct answer

In Manage Grids go to Manage Tabbed Pages

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In Manage Grids go to Managed Extensions

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23. Question

1 point(s)

Category: Admin Fundamentals

When creating a tabbed page of grids, if a Grid Admin clicks save with an empty “Grid” field, what is the result?

Tabbed pages cannot be saved if the "Grid" field is empty

Correct Incorrect Correct answer

The save is processed. The Tab Name is the only required field when saving a tabbed page.

Correct Incorrect Correct answer

The save is processed and a Grid is randomly chosen from existing Grids

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The "Grid" field will automatically populate with the most recently viewed Grid name

Correct Incorrect Correct answer

24. Question

1 point(s)

Category: Admin Fundamentals

Import Related Lists creates a single grid with all of the selected related objects in it.

TRUE

Correct Incorrect Correct answer

FALSE

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25. Question

1 point(s)

Category: Admin Fundamentals

Import List Views transforms a GridBuddy Connect grid into a Salesforce list view.

TRUE

Correct Incorrect Correct answer

FALSE

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26. Question

1 point(s)

Category: Admin Fundamentals

Manage Actions allows a Grid Admin to create new Actions and edit existing Actions.

TRUE

Correct Incorrect Correct answer

FALSE

Correct Incorrect Correct answer

27. Question

1 point(s)

Category: Admin Fundamentals

A Grid Admin can create GridBuddy Connect Groups to help control user access to grids

TRUE

Correct Incorrect Correct answer

FALSE

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28. Question

1 point(s)

Category: Admin Fundamentals

All grid users regardless of role can manage grids.

TRUE

Correct Incorrect Correct answer

FALSE

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29. Question

1 point(s)

Category: Admin Fundamentals

What does the “eye” icon do within the GridBuddy Connect Wizard?

Opens the Salesforce record

Correct Incorrect Correct answer

Conditionally hides fields from a grid

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Turns on field level tracking

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Improves field visibility

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30. Question

1 point(s)

Category: Admin Fundamentals

When building an Action in GridBuddy Connect, what three types are available?

*Select all that apply

Single Record

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Batch

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Universal

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Global

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31. Question

1 point(s)

Category: Admin Fundamentals

Tabbed Pages can be embedded onto Salesforce navigation tabs.

TRUE

Correct Incorrect Correct answer

FALSE

Correct Incorrect Correct answer

32. Question

1 point(s)

Category: Admin Fundamentals

Grid Admins can “upvote” and comment on Feature Requests within the Feature Request Portal.

TRUE

Correct Incorrect Correct answer

FALSE

Correct Incorrect Correct answer

33. Question

1 point(s)

Category: Admin Fundamentals

How can a Grid Admin set a grid to read only for grid users?

Manage Actions

Correct Incorrect Correct answer

Turn off Edit permissions within GridBuddy Connect Wizard

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Grids are automatically set to Read Only

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Grids cannot be set to Read Only

Correct Incorrect Correct answer

34. Question

1 point(s)

Category: Admin Fundamentals

Charlie’s team of grid users are interested in creating their own User Defined Filters. Where should Charlie point the grid users to?

*Select all that apply

The funnel icon on the grid

Correct Incorrect Correct answer

The Gear icon next to a field name on a grid

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The Filters Tab on the Grid

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User Defined Filters are not supported in GridBuddy Connect

Correct Incorrect Correct answer

35. Question

1 point(s)

Category: Admin Fundamentals

Custom Formula fields are supported in GridBuddy Connect.

TRUE

Correct Incorrect Correct answer

FALSE

Correct Incorrect Correct answer

36. Question

1 point(s)

Category: Admin Fundamentals

Anthony would like to make sure that every new record created from the “Opportunities” grid has a default value of “New” in the Status field. How can Anthony accomplish this?

Select the autopopulate option next to the Status field name

Correct Incorrect Correct answer

Choose the autopopulate feature within the GridBuddy Connect Configuration page

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Set a default value for the Status field in Field Properties

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Include a default field value in the GridBuddy Connect Settings tab

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37. Question

1 point(s)

Category: Admin Fundamentals

A Grid Admin can only create 10 Admin Defined Filters.

TRUE

Correct Incorrect Correct answer

FALSE

Correct Incorrect Correct answer

38. Question

1 point(s)

Category: Admin Fundamentals

What is the default Max Record Limit in GridBuddy Connect?

100

Correct Incorrect Correct answer

10,000

Correct Incorrect Correct answer

50,000

Correct Incorrect Correct answer

100,000

Correct Incorrect Correct answer

39. Question

1 point(s)

Category: Admin Fundamentals

Forecast View Options include:

*Select all that apply

Column Grouping

Correct Incorrect Correct answer

Sort Direction

Correct Incorrect Correct answer

Row Grouping

Correct Incorrect Correct answer

Format of the Grouping Value

Correct Incorrect Correct answer

40. Question

1 point(s)

Category: Admin Fundamentals

Tonya would like to organize her Data Card Fields, how can she accomplish this?

GridBuddy Connect does not support Data Card sections

Correct Incorrect Correct answer

By moving Data Card Fields into Data Card Sections

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Highlight multiple Data Card Fields and right click

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Click the checkbox to select multiple Data Card Fields and then click Create

Correct Incorrect Correct answer

41. Question

1 point(s)

Category: Admin Fundamentals

The Manage Grids tab allows a Grid Admin to filter by Connections.

TRUE

Correct Incorrect Correct answer

FALSE

Correct Incorrect Correct answer

42. Question

1 point(s)

Category: Admin Fundamentals

Specific grids can be searched within the Manage Grids tab.

TRUE

Correct Incorrect Correct answer

FALSE

Correct Incorrect Correct answer

43. Question

1 point(s)

Category: Admin Fundamentals

What is the maximum amount of Field Conditions a Conditional Formatting rule can have?

1

Correct Incorrect Correct answer

3

Correct Incorrect Correct answer

5

Correct Incorrect Correct answer

10

Correct Incorrect Correct answer

44. Question

1 point(s)

Category: Admin Fundamentals

A Grid Admin can build a Filter based on user’s records.

TRUE

Correct Incorrect Correct answer

FALSE

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45. Question

1 point(s)

Category: Admin Fundamentals

Joe is a Grid Admin and would like to see Opportunities grouped by Status. Where can Joe control groups of records?

*Select all that apply

The Filter Icon

Correct Incorrect Correct answer

Edit Admin Filters

Correct Incorrect Correct answer

Right click the Status field and select Group By

Correct Incorrect Correct answer

Hover over the Status field

Correct Incorrect Correct answer

46. Question

1 point(s)

Category: Admin Fundamentals

What options are available on the Manage Grids Page?

*Select all that apply

New

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Reactivate

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Clone

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Rename Grid

Correct Incorrect Correct answer

GridBuddy Connect Certification – Admin Fundamentals

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