ADM-201 Flashcards
Define Organization (org)
A deployment of Salesforce that has a defined set of licensed users. It includes all of your data and applications, and is separate from all others
What is a table of data where the records are rows and fields are columns
Object
What are customers, competitors and partners things that stores info such as name, address, and phone numbers?
Account
What are individuals associated with your business accounts that you need to track in SF?
Contact
What are sales deals that you want to track. Adding them also builds your pipeline, which will contribute to your forecast
Opportunity
What is the description of a customer’s feedback, problem, or question. It is used to track and solve customer’s issues
Case
What is a detailed description of a customer issue and the resolution of that issue?
Solution
What is an outbound marketing project that you want to plan, manage, and track within SF?
Campaign
What is a prospect or potential opportunity?
Lead
What are the 2 directions relationships are set up in SF
Related lists (down) Lookup (up)
What is the menu called where different applications are listed such as “Field Ticketing” and “sales & Marketing” (custom apps)
Force.com App Menu
What do custom apps accessible thru the Force.com app menu contain?
Custom tabs and objects
What is a view picklist for?
To create filtered lists
What displays the records related to an object?
Related lists
What is a field that is an active link
Lookup field
Whose records will you see in a global search chatter feed result?
All relevant public posts, including posts from people you are not following and from public groups you are not a member of.
Which gives more results in chatter a search in individual feed (magnifying glass) or global search?
Global
What happens when you click a topic in chatter
It takes you to a topic page which gathers and organizes everything in chatter related to that topic
What can you find on a chatter topic page?
Every post or comment, even from people you aren’t following and groups you aren’t a member of
Files uploaded recently and any people identified as experts on that topic
What happens when you follow a topic
Anytime anyone uses that topic it will appear in your feed
How can you keep track of posts that are not associated with a topic
Bookmarks
How do you access bookmarked chatters?
In your feed filters there is a bookmark filter click on it
What can you follow in chatter?
People, accounts, contacts, opportunities, files, groups and topics
What is data modeling?
Giving your data structure with objects, fields and relationships…what your database tables look like…collections of objects and fields in an app
What are SF standard objects?
Common business objects - account, contact, lead, opportunity
What are objects you create to store info specific to your company or industry?
Custom objects
What does Salesforce platform automatically build for a custom object?
Page layout for the user interface
What is a system field?
A field that is read only that provides info about a record from the system, like when it was created or when last modified
What is a name field?
It is the name of a record to distinguish the record from others - can be text or numerical- can make them auto-incremental such as for case #s (CA-1024)
What are custom fields?
Fields you create on standard or custom objects
What is an identity field?
A 15 character, case-sensitive field that is auto-generated for every record - found in record’s URL
What fields are standard on every object in SF?
Identity, system and name fields and a set of prebuilt standard fields
What determines the kind of info stored in a field? Examples.
Data type (such as checkbox, date/time, formula, text)
What is an easy way to tell if a field is a custom field?
If the field name has __c instead of _c
What is a special field type that connects 2 objects together?
Object relationships
What are the 3 types of object relationships?
Lookup relationships
Master-detail relationships
Hierarchical relationships
What is an object relationship where 2 objects are linked together so you can lookup one object from the related items on the other?
Lookup relationship
Which object relationship can be one-to-one or one-to-many?
Lookup relationship
What is an object relationship where one object controls the behavior of the other? (Like who can view the data)
Master-detail relationship
Which object relationship usually work as a stand alone object and has its own tab in the UI?
Lookup
How is a Master-detail object relationship set up?
the relationship field is created on the detail object
In what object relationships are one of the object dependent on the other and not stand alone?
Master-detail relationship
What type of object relationship is it when the relationships are only available on the User object? Used for creating management chains between users.
Hierarchical relationships
What do you need to remember when setting up object relationships in your data model?
When you change or delete objects, records or fields you have to remember what they may be related to
How do you create a lookup relationship?
Go to set up, the object, fields and relationships, new and “lookup relationship”
What is an object that maps to data outside your SF org?
External objects
Can a standard object be customized? In what way?
Yes can add custom fields and relationships, renaming tab and field labels
What let’s you know what you can customize on a standard object? How is it measured?
Standard object limits, by percentage
What are three things in SF that you can change its name? What is the problem with it?
Object
Field
Tab
Salesforce help and most pages in setup will display the original name for standard objects, fields and tabs
If you change the name to an object can you go back to the original name? How?
Startup, rename tabs and labels next to the tab name is “edit” and “revert” click revert
What limitation is there for changing a tab name or an object name?
You cannot use the name of another standard tab, custom object, external object or custom tab.
Which fields are omitted from renaming?
Standard fields like “created by” and “modified by” because the track system info AND “forecasts tab
What stores info about individual people by combining certain accounts and contact fields into a single field?
Person accounts
Where do the renamed labels appear?
They appear on all user pages in SF including personal setup. All pages in the setup area use the default, original labels
After renaming tabs objects or fields what 5 things may need to be manually updated
List view names
Standard report names and
descriptions
Titles and descriptions in email templates
Other customized items - custom fields, page
layouts and record types
What do you use to control/restrict user access to fields?
Field-level security
What is used to control the layout and organization of detail and edit pages in SF, the service portal and the SF customer portal?
Page layouts
What should you customize to change which fields display in search results and the buttons that display on list views?
Search layouts
How can a user access fields that are not on their page layout?
Reports, search results list views and the API
What is the set of clearly defined methods of communication between various components. (Application programming interface)
A set of subroutine definitions, protocols and tools for building software
API
What happens when you search the values in a restricted field?
When search terms match on field values the associated records are returned in the search results without the protected fields and their values
If you remove an edit button from the page layout without restricting access what can the user do?
Use inline editing
What should you do to keep a user from editing data?
Use sharing rules Field-level security Page layout field properties Validation rules Object permissions Visualforce pages
What can you use to control which fields, related lists and custom links users see on detail and edit pages?
Page layouts
What controls which standard and custom buttons display on detail pages and related lists
Page layouts
What can you use to determine whether fields are visible, read only, or required on detail and edit pages only
Page layouts
What can you use to determine the fields that users can import data into?
Page layouts
What can you do to automatically add a field to all page layouts and make it visible and required everywhere regardless of field-level security?
Make it a universally required field
What makes it easier to work with records by providing two separate views: one for the record’s feed and one for its details, including related lists
Feed-based layouts
What do you use to tailor record page layouts to the needs of your users by adding, removing or reordering actions, buttons, fields and sections on a record’s detail page?
Enhanced page layout editor
What page layout includes all of a record’s info - the feed, details, and related lists on one page
Standard page layouts
What is the benefit of a feed-based page layout?
You can focus on the type of info you need at any given moment ( between the feed view and the details view)
What page view would you use to see comments others made about a record or to creat a new record that is related to it?
Feed view
What page view would you use to delve into a record’s related lists? Attachments and other in-depth info ?
Details view
Where are feed based layouts available?
Account Asset Case Contact Lead Opportunity Custom objects External objects
What are 2 ways the feed and detail view can be shown in the SF console?
Tabs or toggle buttons that look like a language bubble or bullet list
How can you create related records or log calls in the feed view?
Using the publisher (depending on how the admin set it up)
What in the feed view shows activity on the record such as comments others have made about it?
The record feed
What 3 things appear on the feed. Use concerning following?
The + button to follow or a check mark that you already follow it and a list of people who follow the record
What shows on the feed view that lets you choose which info from the feed you see?
Feed filters
Can you clone a page layout? What do you do with a new page layout?
Yes
Assign it to a user profile
What is a force.com technology that lets you create custom UI’s for your force.com applications?You can reuse many of the components found in existing SF Interfaces or create your own, they can also tap into custom business logic and separate it from the UI design. They can complement or extend existing pages on SF or have their own unique look or feel
Visualforce pages
What can you use page layout to control visualforce pages rendered in a field section when the page displays?
The size of the VF page, whether or not a label and scroll bars display
What are the 2 drag-and-drop tools SF has for editing page layouts? Which is enabled by default?
The original page layout editor
Enhanced page layout editor
Enhanced
What defines the hover details that display when you mouse over a field on an object’s detail page in the Agent console or in the recent items section of the sidebar?
Mini page layout
What are two great things page layout can do in the more advanced editions of SF?
Create different page layouts for use by different profiles and record types
Set field-level security to further restrict users’ access to specific fields
What is the url for help & training?
Help.Salesforce.com
How often does SF release upgrades, improvements and new features?
3 times each year
Where can you find online training?
Www.salesforce.com/training
What can you find in help&training?
Online training, release notes and documentation how-to demonstration videos
What is a collection of info about your organization, mostly captured a t contractual sign up
Company profile
What settings let you personalize the display of data for different users based on their geographical location?
Locate settings
What company info is captured on the company profile?
Name Address Primary contact Default locale Default currency Storage used Licenses available Fiscal year Currencies Support info the customer sees such as hours & holidays
What is included in the locale settings?
Date and time format Number formats Name order Addresses Language - text, online help Time zone - event start/end times Time in date/time fields
At what levels do you set your locale settings?
Company and user level
What do you set your company defaults for?
The organization’s head office
Do new users automatically inherit the company defaults?
Yes
How do you access your company info?
Setup > company profile > company information
What is the default fiscal year?
Where is fiscal year setting found?
The Gregorian calendar 1/1 - 12/31
Setup>company profile>fiscal year
What is the default currency setting for SF?
Single currency according to currency locale setting in company profile
What currency settings do new users have?
Inherit corporate currency, but can set own personal currency
What determines the currency displayed on leads, accounts, opportunities and cases?
The currency of the record and optionally of the user
Where do you go to change currency settings?
Setup>company profile>manage currencies
How do you activate multiple currency option?
On company information check the “allow support to activate multiple currencies” checkbox, then contact Salesforce.com to enable multiple currency
How many exchange rates per currency does multi-currency allow?
One
When the currency is updated which records does it affect?
All records using that currency, even historical opportunities.
Not good for audits because you may have already been paid on a job
What can you use as a solution for historical opportunity records that update currencies?
Commissions formula fields
How can you update exchange rates w/o affecting historical data?
Enable advanced currency management
What are settings that are global that let you configure the way all users interact w/ SF and their data?
User interface settings
What do you use to speed up navigation and enhance productivity?
User interface settings
How do you access UI settings?
Setup>customize>user interface
What are some of the UI setting for the side bar?
Collapsible sidebar
Hover details
Quick create
What are the UI settings for the record detail pages?
Collapsible sections
Related hover lists
Inline editing
Hover details
What needs to be enabled to make inline editing available in list views?
Enhanced lists
What are some features of enhanced lists?
View related chatter (feed) Printable list views Mass edit Inline editing Number of records per page Jump to page
What is the path for setting access to personal calendars?
Setup|security controls|sharing settings
Who sets access to personal calendars in Security controls?
The admin
Who grants access to the calendars to other specific users?
The user
What is the difference between tasks and events?
Tasks are your to do list and events are what is on your calendar.
Where do you track tasks and events?
The Open Activities related list
Where do you track completed tasks, past events and sent email?
Activity history related list. You can run an activities report to monitor activities
Where are the 2 places you can change your activities settings?
UI (setup|customize|user interface) for calendar options
Activity settings (setup|customize|activities|activity settings) for task and events features such as recurring tasks, group tasks cloud scheduler, etc
Can you customize activities (tasks and events)? How? Can you create an activity tab?
Yes
Custom fields, validation rules, record types and page layouts
No
Where do you go to customize search settings?
What can you customize?
Setup|Customize|Search|Search Settings
Allow users to search just on their own records, and to set the # of results displayed per object
Where do you customize search layouts?
What can you customize from search layouts?
Setup|Customize|Object|Search Layouts
What columns and filters are available in your users search results
Name 6 things you can do with a list view
1 Save them for future use
2 Filter on a specific field or fields
3 Specify which groups of users have access to the list view
4 Print list view
5 Edit record’s in list view
6 Follow record’s and view related Chatter
When you select visible to all users who can see it?
All users, partner and customer portal users
What is the default settings for chatter in a new org?
What are the 7 aspects of chatter?
It is automatically enabled
1 Follow - people, records, files 2 Like - posts 3 download - files 4 link - to internal and external links 5 comment - on posts, records 6 attach - files to posts, records 7 organize - posts, records
What can an administrator do with chatter?
1 give user access to chatter based on their profiles
2 enable email notifications, allowing chatter posts and comments to generate emails
3 allow group archiving
4 configure invitations, allowing users to invite non Salesforce users and people outside your company to join the chatter community
5 Enable objects and fields for feed tracking, alerting followers to any changes made to records they follow
What must be enabled for users to see chatter feed updates on records they follow?
Where do you go to enable and administer chatter?
Feed tracking
Setup|Customize|Chatter|Settings
Who can create chatter groups?
Why are they good?
Users
1 Collaborate in private, public or unlisted groups 2 post updates, files, tasks and links 3 include customers in private groups 4 reduce group emails 5 reduce email attachments
Where do you go to administer Salesforce 1 for mobile?
Setup|Manage apps|connected apps
