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Salesforce > ADM 203 > Flashcards

ADM 203 Flashcards

Cards from the course

1
Q

What is the default user on a case

A

There are default case users. It’s different than others

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2
Q

Lookup vs. Master Detail

A

25 Lookups 2 M-D fields
not required-required
parent can be deleted vs. delete cascade

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3
Q

How do you build a many-to-many relationship with custom objects.

A

The preferred method is a detail with two masters

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4
Q

If the junction object has security requirements

A

should not use a detail with two masters

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5
Q

If two master-details relationships exists

A

first one built is primary. It controls tab color and look and feel from the primary master

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6
Q

what is the difference between roll-up summary field and formula field

A

Rollup Summary is actual data; Rollup summary only available on M-D relationships, there are some ‘fake’ summary fields on Account-Opps & Accounts-Campaigns

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7
Q

Why is it significant that modification of a detail record causes a save event on the parent?

A

validation rule on master could look at PRIORVALUE of a rollup summary field and throw an error

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8
Q

How deep can Master Detail relationships go?

A

3 levels deep

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9
Q

Talk about lookup Field filters (p89)

A 
based on fields or values
filtered values don't appear in search
required or optional
allow the admin to add help text
can change error message
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10
Q

Custom Objects (p91)

A

have standard field names including ‘name’ field by default. You can change it.
not deployed allows only admin to see it

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11
Q

what can you do/not do if a custom object doesn’t have a tab

A

You can’t search for them
You can’t get to them directly
You can get to them via related lists
Can only be accessed with custom profiles

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12
Q

Lots of questions about M-D relationships

A

Come up with some

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13
Q

three types Custom Tabs

A

custom object
visual force
web tab

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14
Q

Custom tab rules

A

must have logo & color
exist at the View level of MVC
visibility set on profile level
records can still be visible through related lists, reports, dashboards and API (but still controlled with profiles)

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15
Q

Custom Apps

A 
Allow you to use a logo
control default tabs shown
exist at MVC view level
not security (use profiles)
best practice is to have only one app
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16
Q

The list that is in the ‘Create new” upper left option of the user interface is determeined by?

A

the tabs visible in the App that the user is currently using. also in the same order

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17
Q

Describe the setup audit log

A 
Metadata changes are recorded
changes via: UI, API, Package installations, change sets
who, a change was made, when
records logging in as another user.
saves for 6 mos
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18
Q

Automation (p105)

A

Add some of these to this side

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19
Q

debugs

A

debugging looks at automation
debug log is not on by default, needs to be turned on for specific monitoring for short periods of time.
stores 20 transactions

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20
Q

what are the 4 sandboxes

not in deck

A

developer - config but not data (only 200M data allowed to be added)
developer pro
partial data
*full data - a carbon copy of production (except user name). Including SF record IDs

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21
Q

What is ‘standard validation’?

p106

A

A term used mostly just by SF

Date must be date, picklists, lookups, numbers, required?

22
Q

Custom validation

p106

A

Validation rules

apex triggers

23
Q

Validation rules p106

A

conditional required fields
special formatting
prevent modification of records
use formula syntax, used to find error condition, not happy condition.
execute when record is saved, not on delete
are not an ‘ordered’ list

24
Q

Rule functions with test questions

A

VLOOKUP( ) (e.g. state & zipcode lookups)
REGEX( ) regular expressions
ISCHANGED( )

25
Q

What are custom settings?

A

A table (but not an object) in SF
heirarchical or list
Could be used to create a ‘disable triggers’ setting in the trigger logic to turn them off in an emergency

26
Q

For the test - read the answers slowly

A

Read the questions slowly too and understand the scenario well.

27
Q

Workflows

p109

A 
send an email
assign a task
update a field
outbound message (webservices type message)
Any combination of these
28
Q

Workflows

p109

A

Immediate or later
One object only
fire when record is saved
execution requires criteria to evaluate to true

29
Q

Execute process or Workflows

A

Entry criteria -> workflow filter -> immediate actions -> time-based actions
Entry critera: on-create, on-create or update, oncreate or update when record did not previously meet filter criteria

30
Q 
Email limitations (not in book)
There's a limit to "mass emails"
A

Emails from workflows do not count
Campaign emails do count
Emails triggered by Apex qualify as mass emails - trick is to use Apex make the determination, then use a work flow to make the email go out.
Workflow emails have limits of 1000/day/user
Emails to users don’t count, they’re not external

31
Q

Using workflow to assign a task to a role has a unique behavior

A

It assigns it to the owner of the record. For use if you have one person assigned to a role, then if you put someone else in the role, it will continue to work.

32
Q

Field update

p110

A

A field update can trigger another evaluation of the workflow. This nesting can only go down 5? levels.

33
Q

Email templates

p112

A

Must be created before they can be used by workflows (duh)

can be sent manually, mass emails, through workflow

34
Q

Letterhead

A

it’s clunky not overly useful

35
Q

Organization wide addresses

A

Are aliases when using email addresses usually in the from: field to make it the reply to for an alias.

36
Q

Workflows

A

Can have multiple time triggers in one flow

37
Q

Time based Workflow

p114

A

If the time trigger interval has already past, SF will execute the trigger as if it happened.
What caused the trigger to fire must still be true at the time of the execute action. Every update of the record causes the trigger criteria is still valid and still applies.

38
Q

First time based workflow

A

prompts you to create a default workflow user.

If the workflow fires, the actions are attributed to the workflow user if the triggering user is de-activated.

39
Q

Time based workflow

A

will fire for only on create or on create and did not previously meet condition. makes sense because it would queue up multiple “fires” if it did it for every update.
Invalidating the criteria flushes the queue of the workflows actions.

40
Q

Viewing time based workflow queue

A

search for ‘time based work flow’ under setup.

41
Q

Approval processes

p118

A

Entry Criteria
Initial actions
Approval Steps
Final actions

42
Q

Entry Criteria

A

is record eligible to be approved

43
Q

Can fire any of the four actions a workflow can do

A

Any initial step
Any approval step
Any final step

44
Q

can be routed to

A

managers
related team members
hardcoded users
can have parallel approval processes (multiple approvers at one time)

45
Q

Look ups & Master Detail

A

Third relationship between objects is called heirarchical used in the user record. To allow you to build additional manager layers to support approval processes.

46
Q

Users with modify all

A

can approve all steps even without being part of the approval process

47
Q

When to approval processes start

A

When a user manually starts it.
The record is automatically locked.
Look into what ‘recall’ looks like

48
Q

The “process visualizer” for approval processes

A

is the ‘view diagram’ button on the approval process. And you cannot edit the process from the process visualizer.

49
Q

Not many test questions about approval process.

A

and the questions are generally sort of easy.
know the unanimous approval or first accept/reject.
An approval step could submit to a queue. These are always first response.

50
Q

Know the user interface settings

A

Know how to get to it
Quick create - bypasses validation rules, should always be turned off, really. And these can’t be edited.
Enable separate loading of related lists is used when related lists get long.
Enhanced lists gives pagination and bulk edit from lists.
Enhanced profile list views

51
Q

Search settings

p 122

A

Used to enhance productivity and user adoption

Salesforce (6 decks)

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