20% Configuration & Setup Flashcards
What is the Salesforce Setup Menu?
The Salesforce Setup Menu is the central hub for configuring and customizing Salesforce, accessible via the gear icon in the upper right corner.
What is a user profile in Salesforce?
A user profile defines the permissions, settings, and access rights for users, including what they can see and do within Salesforce.
What is a Permission Set in Salesforce?
A Permission Set is a collection of settings and permissions that grants additional access to users without changing their profiles.
What are Organization-Wide Defaults (OWDs)?
OWDs are the baseline security settings that define the default access level to records for users within the Salesforce organization.
How do you create a new user in Salesforce?
A new user can be created by navigating to the “Users” section in Setup, clicking “New User,” and entering the required information.
What is Field-Level Security in Salesforce?
Field-Level Security controls access to individual fields within an object, specifying whether users can view or edit those fields.
What is the purpose of Role Hierarchies in Salesforce?
Role Hierarchies control record visibility by creating a hierarchy of roles where higher-level roles inherit access rights from lower-level roles.
How do you create a Custom Field in Salesforce?
A Custom Field can be created by navigating to the object manager, selecting the object, and then creating a new field with the desired data type and properties.
What is a Custom Object in Salesforce?
A Custom Object is a database table created by users to store information that is unique to their organization, beyond standard objects.
What is the purpose of Record Types in Salesforce?
Record Types allow different business processes, picklist values, and page layouts to be assigned to different users based on their profiles.
How do you customize a Page Layout in Salesforce?
A Page Layout can be customized by navigating to the object manager, selecting the object, and editing the page layout to arrange fields, sections, and related lists.
How do you set up Multi-Factor Authentication (MFA) in Salesforce?
MFA can be set up by navigating to the “Multi-Factor Authentication” section in Setup, enabling it, and configuring authentication methods for users.
What are Validation Rules in Salesforce?
Validation Rules enforce data integrity by preventing users from saving records that do not meet specified criteria.
What is a Sandbox in Salesforce?
A Sandbox is a copy of the production environment used for development, testing, and training without affecting live data.
What is the purpose of Profiles and Permission Sets in Salesforce?
Profiles and Permission Sets determine what users can see and do in Salesforce, ensuring appropriate access to data and functionality.
