Associate Cert - Navigation Flashcards
What is TRUE about Salesforce usernames on the user record?
The username on a user record MUST be in email format and must be unique across all Salesforce organizations! However, the username does not need to use a real email address.
How does an Admin delete a user?
There is no option to delete user records.
Users that should no longer have access to Salesforce should have their user records deactivated or in some circumstances, an Admin may temporarily freeze a user before deactivation.
A user has forgotten their Salesforce password. What should you recommend?
The user should reset their own password by clicking ‘Forgot Password’ on the login page. There is no need for an Administrator to do this for them.
A _______ is one that is created for a business, typically by an Administrator, to store custom data.
custom object
A custom object is one that is created for a business, typically by an Administrator, to store custom data.
Andy uses the Recruitment App which includes several custom objects including jobs, applications, and candidates. However, he also frequently uses the reports tab. The reports tab is not included in the Recruitment App. What could Andy do to improve navigation?
Add the Reports tab to the navigation bar by clicking the pencil icon.
A US-based company has recently opened a small European office in France. The European team is complaining that the time zone and date/time format is confusing. To ensure all users have the correct time zone and formatting, what should you suggest?
Have each European user change their locale and time zone via Personal Settings.
In Lightning Experience, what are the two options for Default Activities View?
Related Lists or Activity Timeline
A user would like a more spacious view in Salesforce Lightning Experience, with more space between elements for easier viewing. Which display density setting would you recommend?
Comfy
Salesforce Lightning Experience users can personalize their display with what two density settings?
Comfy and Compact.
A user would like to create an email signature. How could this be achieved?
Create an email signature in My Email Settings.
_______ allows users to dictate their email preferences including adding their Name, and email address to use as a return address, and the option to automatically BCC emails to their return address.
My Email Settings
My Email Settings allows users to dictate their email preferences including adding their Name, and email address to use as a return address, and the option to automatically BCC emails to their return address.
A user would like to Bcc themselves into any emails they send via Salesforce. How could this be achieved?
Select “Automatic Bcc” in My Email Settings
Where can a user change details such as their last name, email, or phone number?
Personal Information
A user would like to be able to share a list view with several users that do not share a role or profile. What could an administrator or delegated administrator set up to enable this?
Public Group
What is the easiest way to locate a setup page within Setup?
Quick Find
