All Review Questions Flashcards
Takes all of the review questions from all of the decks and places them into a single deck to study from.
What do Local Settings Impact?
Format of date, time, number, name and address fields
What do Business Hours and Holidays Impact?
Business Hours and Holidays are used in calculations to determine when to escalate a case or when an Entitlement Milestone is reached
What is the Salesforce API
The API (Application Programming Interface) is a way of accessing Salesforce programmatically and is used by Data Loading and Integration tools.
What is the Organization Id?
A unique 15 character identifier that identified each Salesforce Organization and is different in each environment.
What are the options to define fiscal years?
Standard or custom fiscal years. Standard fiscal years are based on a monthly structure and can start on any month. Custom Fiscal years can use a different structure such as quarters.
What level of language support does Salesforce provide and how is a users language setting controlled?
Salesforce offers a number of Fully Supported, End User and Platform Only languages. The language on the Company Information page is applied to new users, but they can override in My Settings.
What Time Zone is used for new users?
The Time Zone for new users is set using Default Time Zone on the Company Information page, but users can override it in My Settings.
Why would you use Multi-Currency?
Multi-Currency is used to be able to record amounts in different currencies on records, and be able to forecast and report in one corporate currency.
Why would you use Advanced Currency Management?
Advanced Currency Management allows dated exchange rates to be recorded to track the amounts when opportunities were closed.
What are the two types of licenses?
User and Feature. User licenses define the baseline of features a user can access. Feature Licenses grant additional access to specific functionality such as Knowledge, Contact or Marketing
How is storage managed in Salesforce?
Salesforce has two categories of storage, Data and File storage. Records use Data Storage and File Storage is used by Attachments, Documents, Files, Content and Chatter.
What do the User Interface Settings control?
General User Interface, Sidebar and Calendar
What are the different types of searches available and what is the difference?
Global searches most information; Sidebar searches a subset of records and fields; Advanced Search can search on a combination of fields and include wildcards.
What are some of the search settings that can be enabled or customized?
Number of search results displayed, Document Content Search, Recently Viewed Records, Search Optimization, Limit search to records owned by the user
What does an enhanced lookup offer?
Search on all fields, sort, filter, customize columns, page navigation, auto completion
What are the different types of search layouts?
Search Results, Lookup Dialog, Lookup Phone Dialog, Tab, List View and Search Filter Fields
What actions and features are available on a list view?
Edit, Delete and Follow records, Sort, Filter, Set How Many records to display, Toggle to Chatter feed, Create Printable View
What password requirements can an administrator set?
Minimum password length, complexity, password history enforcement, expiration period, minimum password lifetime
What are some common user access issues?
– Wrong Username
– Entering password in wrong case
– User is locked
– Trying to login to a sandbox with the wrong URL
Why would you freeze a user?
Prevents the user from logging in without deactivating them, allowing for changes to any customization where the user has been used such as workflow email alerts
What administration tasks can an administrator delegate?
Create and assign users in certain roles and profiles, assign permissions sets, public groups, reset passwords, manage specific custom objects
How do queues work?
Queues are a holding place for records that are not yet owned by a user. Records can be manually or automatically assigned to a queue and users who are members of the queue or any user above them in the role hierarchy can take ownership of records.
What are public groups used for?
Assigning a group of people access to certain functionality or notifications (e.g. sharing rules, folder access, sharing records, content library access)
What localization settings apply to a user?
Locale, Language, Time Zone and Currency Locale
What is the minimum information required to setup a user?
Username, Email, Profile, and License
How can you check why a user is not able to login?
Login history on user record, or Login History for all users will give information regarding a login attempt.
What checks are done when users try to access a Salesforce Organization?
Profile Level Login Hours, Profile Level IP Ranges, Company Level Trusted IP Ranges, Activation Code Validation
What are the Standard Profiles?
Standard User, Solution Manager, Marketing User, Contract Manager, Read Only, System Administrator
How and why are Custom Profiles created?
There are restrictions on what can be changed on a standard profile. Custom profiles are created by cloning a standard profile.
How is Object Access controlled?
Object access is controlled at the profile level including permissions and visibility to the tab.
What are Permission Sets?
A group of permissions and settings that can be assigned to one or more users.
What do Organization Wide Default Settings do?
Determine access to records the user does not own.
How is the Role Hierarchy related to record access?
Users will have access to other users records if they have a role above the record owner in the role hierarchy.
What does Field Level Security control?
Controls if a field is visible or read only at the profile level.
How do Sharing Rules work?
Rules can be created to grant access to groups of users for certain records based on record owner or criteria.
What is Manual Sharing?
Manual Sharing allows a user to use the ‘Sharing’ button to grant access to a specific record to other users, roles or public groups.
What should be considered when changing OWD settings?
If increasing default access, changes will take effect immediately. If decreasing, changes may take significant time depending on data volumes.
How does the Security Health Check work?
Security Health Check measures setting values in Password Policies, Network Access Config and Session Settings against baseline values and calculates a percentage score to indicate risk. 100% means all settings meet or exceed the standard.
What are some considerations regarding Platform Encryption?
Only works on certain standard objects. Some apps and functionality will not work with encrypted fields. Extra cost as it is an add on subscription.
When is identity verification invoked?
When a user logs in from an unrecognized (based on cookies) browser or device and outside the trusted IP range.
What are Folders used for?
To store and organize reports, documents, dashboards and email templates.
How can Folder access be controlled?
Folders can be private or shared. Permissions and visibility can be set for users, roles and public groups.
What are the different access levels that can be granted to a folder?
Viewer, Editor (edit, move, save, and delete) or Manager (share and rename folder)
What can be customized for standard fields?
Field Labels, Field Help, Picklist Values, Auto Number Formatting
What are the main custom field attributes?
Field Type, Default Value, Required, Unique, Case Sensitive
What is an External Id?
A field that contains a unique Identifier from an external system and can be used for matching records when data is imported on integrated.
What are Rollup Summary Fields?
Fields defined on a master object that sum, return min or max or count of a field in a related set of detail records.
What must be configured when creating a custom object?
The Name field is a standard field that is added to custom objects to identify records. It can be text or auto-number.
What are the 2 types of relationships that Salesforce supports?
Lookup and Master-Detail. In Salesforce there are TWO types of relationship between objects: Lookup and Master-Detail. Many-to-Many is a type of Master Details Relationship between objects.
What is an App in Salesforce?
A collection of tabs made visible to certain profiles. Salesforce comes with standard apps or custom apps can be created.
A collection of tabs made visible to certain profiles. Salesforce comes with standard apps or custom apps can be created.
Layout of fields, buttons, links, publisher actions, report charts, VisualForce and related lists. Related list fields, sort order and buttons.
What are Record Types used for?
When one object has different types or is used for different purposes. Record Types allow different pick list values, page layouts and business processes to be defined.
What is a Business Process?
A way to capture the life cycle of leads, opportunities, cases and solutions.
How are Business Processes defined and used?
Values for the status fields are selected for a business process from the master pick list values. The business process is then assigned to a record type.
What happens when a custom field is deleted?
The field and data is deleted temporarily. The field and the data can then be permanently deleted (erased) or undeleted (restored). After 15 days Salesforce will permanently delete.
How can formula fields be created?
As a simple formula using merge fields and operators or as an advanced formula using merge fields, operators and a range of functions.
When would creating a formula field be appropriate?
When a read-only field is required that is calculated based on values of fields (including fields in related objects) or based on a defined formula.
How can duplicate Leads be identified and managed?
Using the ‘Find Duplicates’ button, fields can be selected to search on, and up to 3 Leads can be merged from the search results.
What tools and features are available to manage Leads?
Import Leads, Mass Delete Leads, Transfer Multiple Leads, Mass Email Leads, Mass Add Leads to Campaign, Mass Change Lead Status
What is Lead Conversion?
A way to convert Leads to linked newly created or existing Contact, Account and Opportunity records.
What is a Lead Process?
A group of Lead statuses mapped to a Lead record type. Allows for different steps in a Lead life-cycle to be defined for different types of Leads.
What is the Opportunity Board?
Shows Opportunities of one record type on a board with columns for each Sales Stage. It shows the totals for each stage and Opportunities can be moved between stages by dragging and dropping.
