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
FALSE

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
The Grid Admin cannot control number of records per page
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
The Grid Admin controls Max Record Limit via the Select Fields section of the GridBuddy Connect Wizard

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
LAST_FISCAL_YEAR
LAST_DECADE
TODAY

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
Data Card fields cannot be reordered within Grid Settings
Number each Data Card field in the preferred order
The Data Card fields appear in the order that each field was added and cannot be changed

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
The Grid Admin must select a Connection for each ReadyGrid
The Grid Admin must input a title for each ReadyGrid
The Grid Admin has to modify one of the ReadyGrids, and the rest will auto-update

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
There is no difference between GridBuddy Connect and Salesforce List View
Salesforce List View offers more field editing capabilities
Salesforce List View allows editing on multiple objects, GridBuddy Connect only allows editing on one object

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"
Install for "Admins Only"
Install for "Specific Profiles"
Install for "Grid Admins"

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
GridBuddy Connect Wizard > Organization > Connections
Manage Grids > Manage Actions > Connections
GridBuddy Connect Wizard > Refresh Metadata

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
Go to GridBuddy Connect Settings tab and create a new record, naming it "Seamless Authentication"
Within Salesforce select the GridBuddy Connect Settings tab and create a new record named "Default" and set the GridBuddy Connect ORG ID
Install the GridBuddy Connect App from the Salesforce AppExchange

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
Submit a Feature Request through the Feature Request Portal
Review the Feature Request Portal and upvote a current feature request that pertains to the sought after functionality
Invite the team member to click the "Feature Request" button located above the grid

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
Create a conditional formatting rule
Write a short javascript extension to highlight cases that are past due
Select the overdue cases check box and then select "More"

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
Export the grid into an Excel sheet and add up the opportunity values
Edit Field Properties for the particular field and select Sum as the function type
Create a new Grid and enable Field Summary

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
Go to the Organization Tab within GridBuddy Connect
Contact a Validity Account Manager
The number of licenses is shown under the GridBudddy Connect Home tab

14. Question

1 point(s)

Category: Admin Fundamentals

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

TRUE
FALSE

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
Select a grid and change the Locale setting to Australia under Settings
Mass Update the country field to Australia
Grid Settings -> Select Field -> Field properties > change the Locale setting to Australia

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
Organization Page
GridBuddy Connect does not support creating new grids
Click "New" from within an existing grid

17. Question

1 point(s)

Category: Admin Fundamentals

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

Inside the More menu
Within the three vertical dots to the left of each grid record
Next to the filter icon at the top-right of the grid
Within the Show menu

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
The Mass Update widget includes an auto-save function
GridBuddy Connect always auto-saves
Clicking "apply to selected records" saves the changes

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
Number of grids
GridBuddy Connect Active/Inactive status
Number of GridBuddy Connect licenses

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
Click More on the Grid then click Edit Field Properties
Right click the Field Name and select "required"
Click the pencil next to the Field Name

21. Question

1 point(s)

Category: Admin Fundamentals

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

Profile
Connections
User Management
Security Settings

22. Question

1 point(s)

Category: Admin Fundamentals

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

Grid Wizard page 1
Navigate to Setup in Salesforce then click Edit Page
In Manage Grids go to Manage Tabbed Pages
In Manage Grids go to Managed Extensions

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
The save is processed. The Tab Name is the only required field when saving a tabbed page.
The save is processed and a Grid is randomly chosen from existing Grids
The "Grid" field will automatically populate with the most recently viewed Grid name

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
FALSE

25. Question

1 point(s)

Category: Admin Fundamentals

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

TRUE
FALSE

26. Question

1 point(s)

Category: Admin Fundamentals

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

TRUE
FALSE

27. Question

1 point(s)

Category: Admin Fundamentals

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

TRUE
FALSE

28. Question

1 point(s)

Category: Admin Fundamentals

All grid users regardless of role can manage grids.

TRUE
FALSE

29. Question

1 point(s)

Category: Admin Fundamentals

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

Opens the Salesforce record
Conditionally hides fields from a grid
Turns on field level tracking
Improves field visibility

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
Batch
Universal
Global

31. Question

1 point(s)

Category: Admin Fundamentals

Tabbed Pages can be embedded onto Salesforce navigation tabs.

TRUE
FALSE

32. Question

1 point(s)

Category: Admin Fundamentals

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

TRUE
FALSE

33. Question

1 point(s)

Category: Admin Fundamentals

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

Manage Actions
Turn off Edit permissions within GridBuddy Connect Wizard
Grids are automatically set to Read Only
Grids cannot be set to Read Only

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
The Gear icon next to a field name on a grid
The Filters Tab on the Grid
User Defined Filters are not supported in GridBuddy Connect

35. Question

1 point(s)

Category: Admin Fundamentals

Custom Formula fields are supported in GridBuddy Connect.

TRUE
FALSE

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
Choose the autopopulate feature within the GridBuddy Connect Configuration page
Set a default value for the Status field in Field Properties
Include a default field value in the GridBuddy Connect Settings tab

37. Question

1 point(s)

Category: Admin Fundamentals

A Grid Admin can only create 10 Admin Defined Filters.

TRUE
FALSE

38. Question

1 point(s)

Category: Admin Fundamentals

What is the default Max Record Limit in GridBuddy Connect?

100
10,000
50,000
100,000

39. Question

1 point(s)

Category: Admin Fundamentals

Forecast View Options include:

*Select all that apply

Column Grouping
Sort Direction
Row Grouping
Format of the Grouping Value

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
By moving Data Card Fields into Data Card Sections
Highlight multiple Data Card Fields and right click
Click the checkbox to select multiple Data Card Fields and then click Create

41. Question

1 point(s)

Category: Admin Fundamentals

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

TRUE
FALSE

42. Question

1 point(s)

Category: Admin Fundamentals

Specific grids can be searched within the Manage Grids tab.

TRUE
FALSE

43. Question

1 point(s)

Category: Admin Fundamentals

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

1
3
5
10

44. Question

1 point(s)

Category: Admin Fundamentals

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

TRUE
FALSE

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
Edit Admin Filters
Right click the Status field and select Group By
Hover over the Status field

46. Question

1 point(s)

Category: Admin Fundamentals

What options are available on the Manage Grids Page?

*Select all that apply

New
Reactivate
Clone
Rename Grid