Cert Flashcards
How many custom fields can be created on an object?
Up to 800 custom fields per object for unlimited Edition.
Master-Detail Relationships
. Child records must have a parent.
. Record level security cascades from the parent to the child records.
. Record deletion cascades from the parent to the child records (delete the parent, the child is also deleted).
. Roll-up summary fields can be created on the parent record.
. Standard objects cannot be the detail object in the relationship.
Look-up relationships
. A parent isn’t needed, meaning the relationship is optional.
. There is no impact to security. Security will be set independent of any related object.
. Roll-up summary fields can not be created on lookup fields.
What is the roll-up summary fields limit?
Can display the sum, min, or max value of a field in a related list, or the record count of all records listed in a related list. 10.
Visualforce expression
is any set of literal values, variables, sub-expressions, or operators that can be resolved to a single value. Method calls aren’t allowed in expressions. The expression syntax in Visualforce is: {! expression }.
Coarse-grained components
Coarse-grained components provide a significant amount of functionality in a single component, and might add a lot of information and user interface to the page it’s used on. These components adds many fields, sections, buttons, and other user interface elements to the page in just one line of markup.
Fine-grained components
Fine-grained components provide more focused functionality, and enable you to design the page to look and behave the way you want.
Output components
components that output data from a record and enable you to design a view-only user interface.
Sandbox storage limits
. Partial Copy sandboxes have a 5 GB of files and a 5 GB of data storage limit.
. Developer Pro sandboxes have a 1 GB of files and a 1 GB of data storage limit.
. Developer sandboxes have a 200 MB of files and a 200 MB of data storage limit.
. Full sandboxes have the same storage limit as your production organization.
Standard List Controller
The standard list controller allows you to create Visualforce pages that can display or act on a set of records. Adding the standard list controller to a page is very similar to adding the standard (record) controller, but with the intent of working with many records at once, instead of one record at a time. The standard (record) controller makes it easy to get a single record loaded into a variable you can use on a Visualforce page. The standard list controller is similar, except instead of a single record, it loads a list, or collection, of records into the variable.
How do you emulate salesforce1 from your desktop browser?
Add “ one/one.app” after your salesforce instance name in the URL.
Limitations of dynamic dashboards by Edition
Enterprise edition can have up to 5, Unlimited and Performance Edition can have up to 10 and Developer Edition up to 3.
What is a controller?
Controllers typically retrieve the data to be displayed in a Visualforce page, and contain code that executes in response to page actions, such as a button being clicked. The primary purpose of most controllers is to retrieve data for display, or handle updates to data.
Describe the action types
. Quick actions (New Account, New Event, New Task).
. productivity action (Call).
. standard buttons (Edit, Delete, Clone, Send an Email).
. Chatter actions (Poll, Post).
Apex triggers
Apex triggers enable you to perform custom actions before or after events to records in Salesforce, such as insertions, updates, or deletions. Use triggers to perform tasks that can’t be done by using the point-and-click tools (declarative) in the Salesforce user interface. There are two types of triggers.
. Before triggers are used to update or validate record values before they’re saved to the database.
. After triggers are used to access field values that are set by the system (such as a record’s Id or LastModifiedDate field), and to effect changes in other records. The records that fire the after trigger are read-only.
What is the difference between force.com and salesforce.com license?
Force.com is a PaaS product. It contains an application or Framework for you to build Apps onto. This license gives no access to leads, accounts or opportunities. You would have to build Apps, Tabs, Custom Objects, Workflow Rules all yourself to design the kind of system that you want to use. Salesforce.com is a SaaS with their three core products, Sales Cloud, Service Cloud and Marketing Cloud. When you purchase Salesforce.com Licenses for Sales Cloud, you get all of your normal tabs (Leads, Accounts etc) plus the ability to customise the whole platform using Force.com!
Who See What
Org Access: Able to restrict access by IP address and login hours through profiles. At the org level, only IP addresses are set. Login hours are only set at the Profile level. Object Access: Determine through assigned profile. Record Access: Determine through role hierarchy. E.g. US regional manager can see data in the US region only. Field Access: Through field level security. Restricts field access (read/write/non) by profile.
Standard profiles
group, contact manager, professional edition have standard profiles only.
Org Access through IP ranges
IP ranges can be set at the company level. Users outside the IP ranges set at the Company level will be sent an activation code. IP ranges can be set at the profile level. Users outside the IP ranges set at the Profile level will be denied access.
Login hours
Login hours are set at the profile level only.
Field level security
only available in enterprise, unlimited and developer editions.
Custom Object Tabs
Allows you to create, read, update and delete the data records in your custom objects.
Web Tabs
displays any web URL in a tab within your Salesforce application.
Visualforce Tabs
display customer user-interface pages created Visualforce.
Lightning Page Tab
Lightning Page Tabs let you add Lightning Pages to the Salesforce1 navigation menu. Lightning Page tabs don’t work like other custom tabs. Once created, they don’t show up on the All Tabs page when you click the Plus icon that appears to the right of your current tabs. Lightning Page tabs also don’t show up in the Available Tabs list when you customize the tabs for your apps.
What are the Salesforce standard objects?
The following standard objects can be renamed: Accounts, Activities, Articles, Assets, Campaigns, Cases, Contacts, Contracts, Documents, Events, Ideas, Leads, Libraries, Opportunities, Opportunity Products, Partners, Price Books, Products, Quote Line Items, Quotes, Solutions, and Tasks. The following standard objects cannot be renamed: Home, Chatter, Forecasts, Reports, and Dashboards.
Apex Triggers
Blocks of Apex code that are executed before and/or after any record action, such as create, update, or delete. Used for complex business logic automation and where such functionality is too complicated to be implemented using validation rules or workflow rules, such as field updates.
Master Picklist
A complete list of picklist values available for a record type or business process.
Bulkifying Apex
Bulkifying Apex code refers to the concept of making sure the code properly handles more than one record at a time.
What is a cross object formula field?
Created through the simple formula tab. Cross-object formulas are formulas that span two or more objects by referencing merge fields from related records. Cross-object formulas can reference merge fields from a master (“parent”) object if an object is on the detail side of a master-detail relationship. Cross-object formulas also work with lookup relationships. You can reference fields from objects that are up to 10 relationships away. Cross-object formulas are available anywhere formulas are used except when creating default values. If you create a formula that references a field on another object and display that formula in your page layout, users can see the field on the object even if they don’t have access to that object record.
Review delegated administrators
What is Salesforce Classic Lite?
formerly Mobile Lite, Salesforce Classic Lite is a Salesforce mobile app.
Service Cloud - Macros
Automatically complete repetitive tasks on cases, such as selecting the right email templates, so that agents can spend time doing more important things.
Queues
Every time a queue is created, this creates a new customized list.
Channels
The different ways your customers can reach out to your company are called channels, and they can include something as traditional as a phone number to something as revolutionary as video conferencing on a mobile app.
Accounts
Accounts are the companies you’re doing business with. You can also do business with individual people (like solo contractors) using something called Person Accounts.
Contacts
Contacts are the people who work at an Account.
Leads
Leads are potential prospects. You haven’t yet qualified that they are ready to buy or what product they need. You don’t have to use Leads, but they can be helpful if you have team selling, or if you have different sales processes for prospects and qualified buyers.
Opportunities
Opportunities are qualified leads that you’ve converted. When you convert the Lead, you create an Account and Contact along with the Opportunity.
Review delegated administration
Review Reports and Dashboards
App
a little more than a container for all of the objects, tabs, and other functionality that drives a business process.
Currency fields, Checkboxes
Once fields are defined are checkbox or currency data types, they cannot be changed to any other type. Currency: The length of the currency field corresponds to the number of digits to the left of the decimal point. An additional Decimal Places field handles the number of digits that should be displayed to the right.
Page layout
Controls the position and organization of the fields and related lists that are visible to users when viewing a record. Control visibility and edit ability of the fields on a record. In page layouts, can set fields as read-only or hidden, can control which fields require users to enter a value and which don’t.
Compact layout
Used to display a record’s key fields at a glance. Using this, you can indicate which fields should appear in a record’s highlights area.
Relationship Custom Fields
Lookup Relationship: Creates a simple relationship between two objects (many to one). The object with the lookup relationship field is the many record and the reference object is the one record. Many lookup relationship fields can be on a single object. Master-detail relationship: creates special parent-child relationship between objects: the object on which the master-detail relationship field is created is the child or “detail”, and the object referenced in the field is the parent or “master”.
Search Layouts
Ordered groups of fields that are displayed when a record is presented in a particular context, such as in search results, a lookup dialog, or a related list. You can choose up to 10 fields to include in the lookup dialog, and order them in any way you choose.
Review the different type of searches available in Salesforce
Review Salesforce mobile and offline capability
Hyperlink function
lets you create a hyperlink to any URL or record in Salesforce.
Junction object
Is a custom object with two master-detail relationships, and is the key to making a many-to-many relationship. The first master-detail relationship will be the primary relationship.
Object-level security
Object-level access allows us to hide whole tabs and objects from particular users, so they don’t even know that type of data exists. Object-level access is set with object permissions in user profiles and permission sets.
Field-level security
Prevents a user from seeing, editing, or deleting the value for a particular field on an object. Allow us to hide sensitive information like salary or SSN w/o having to hide the whole object.
Record Level Security
Allows particular users to view an object but then restrict the individual object records that they’re allowed to see. This can be done through: . Org wide defaults (OWD) - allows you to specify the baseline level of access that a user has in your organization. . role hierarchies - allows us to make sure that a manager will always have access to teh same records as his or her subordinates. . Sharing rules - allows us to make automatic exceptions to organization-wide defaults for particular groups of users.
What are the standard profiles?
Read Only Standard User Marketing User Contract Manager Solution Manager System Administrator.
Important security concepts:
The permissions on a record are always evaluated according to a combination of object-, field-, and record-level permissions. When object- versus record-level permissions conflict, the most restrictive settings win.
Permission sets
What are sharing rules?
Allows us to make automatic exceptions to organization-wide defaults for particular groups of users.
What are the standard profiles?
Read Only, Standard User, Marketing User, Contract Manager, Solution Manager, System Administrator.
What are important security concepts?
The permissions on a record are evaluated according to a combination of object-, field-, and record-level permissions. When object- versus record-level permissions conflict, the most restrictive settings win.
What are permission sets?
When you assign permission sets to a user, you can only assign permission sets that have the same user license as the user or permission sets with no associated license.
What are org wide defaults?
Define the record-level access settings. Org-wide defaults are used to lock down data to the most restrictive level, and then use other record-level security and sharing tools to open up data to other users.
What is role hierarchy?
Represents a level of data access that a user or group of users needs. Users assigned to roles near the top of the hierarchy get to access the data of all the users who fall directly below them.
What is a public group?
A collection of individual users, other groups, individual roles and/or roles with their subordinates that all have a function in common.
What does View All Data allow?
View all data owned by other users in your organization, ignoring the sharing model, role hierarchy, and sharing rules.
What does Modify All Data allow?
Modify all data owned by other users, mass update, and mass delete records.
What does Customize application allow?
Customize just about anything in Salesforce, from page layouts to the data model.
What can Manager Users do?
Add and remove users, reset passwords, grant permissions and more.
What are View All or Modify All permissions?
Object-specific permissions that allow view all or modify all access to the specific object being granted.
What are Delegated Administration Groups?
A group of non-administration users with limited admin privileges, such as creating and editing users and resetting passwords.
What can Delegated Administration - Custom Object Administration manage?
Can manage aspects of the custom object, such as modifying page layouts and adding fields, but cannot set permissions for the custom object.
What is Action Layout?
Used to customize publisher actions in Chatter.
What are Global Publisher actions?
Determine which actions appear in the publisher in various pages throughout Salesforce.
What are Object-Specific actions?
Let users create records or log details about calls or other interactions, associated with a specific object.
What are Mobile smart actions?
A set of pre-configured actions available only in Salesforce1.
What is Workflow?
A business-logic engine that allows us to automatically send email alerts, assign tasks, or update field values based on defined rules.
What are Workflow Rules?
When triggered, can assign tasks, change field values, send email alerts, or send data to an external web service.
What are Queues?
A collection of records that do not have owners, allowing users to claim ownership of records.
What is Default Workflow User?
The user assigned as the owner of a workflow action if the user who triggered the rule is no longer active.
What are Email templates?
Allow you to create form emails that communicate a standard message.
What is an Approval Process?
Specifies a sequence of steps required to approve a record, allowing designated approvers to accept or reject it.
What are Approvals?
Include email templates, record approval page layouts, and approval steps for designated approvers.
What are Reports?
Summaries of the data stored in an app, consisting primarily of a table of data.
What are Report Formats?
Include tabular, summary, matrix, and join reports, each serving different purposes.
What is a Report Type?
Defines the set of records and fields available to a report based on relationships between objects.
What are Report filters?
Define the set of records to be included in the report, such as filtering by record owner or date.
What is a Combination Chart?
Plots multiple sets of data on a single chart.
What is a Dashboard?
Shows data from source reports as visual components, providing a snapshot of key metrics.
What is a Dashboard running user?
Determines which data to display in a dashboard based on security settings.
What are Dynamic Dashboards?
Show users data according to their own security settings.
What are Dashboard Components?
Include tables, metrics, gauges, charts, and Visualforce pages.
What is a Custom Report Type?
Defines the criteria from which users can run and create reports.
What are Web Services?
A mechanism for applications on different platforms to exchange data using the internet.
What is Visualforce?
A framework for building custom user interfaces in Salesforce.
What is Service Console?
A Salesforce app that provides a 360 view of the customer in the support process.
What are Custom Components?
Allow you to build out a console for specific needs of agents and support processes.
What are the differences between files, documents, and libraries?
Files are for private use, documents are for sharing, and libraries work with Salesforce CRM Content.
What is the difference between Salesforce1 and Salesforce Classic?
Salesforce1 synchronizes recently accessed records, while Salesforce Classic supports custom objects and configurations.
What are Big Deal Alerts?
Automated emails that include a snapshot of an opportunity that has reached a given threshold.
What are Opportunity Update Reminders?
Automatically created nightly reminders for users with direct reports in the role hierarchy.
What are Salesforce editions?
Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions.
What does Transfer ownership allow?
Allows a record owner or users above them in the hierarchy to transfer a record to another user.
What permissions are needed to transfer a single record?
The new owner must have at least the ‘Read’ permission on the object type.
Who can transfer any record regardless of ownership?
Users with the ‘Modify All Data’ permission or ‘Modify All’ permission for the given object.
What permissions are needed to transfer ownership of an account?
A user must have ‘Read’ and ‘Edit’ access to the account.
What sharing settings allow users to transfer ownership of records?
Public Full Access and Public Read/Write/Transfer sharing settings.
What is required to transfer a Partner account?
You must have the ‘Manage Users’ or ‘Manage External Users’ permission.
Can you transfer a Customer Portal account to a user with a higher role?
No, you cannot transfer to a user with a higher or lower role.
What type of record access can an Administrator grant through sharing rules?
Read Only and Read/Write.
Who can cases be assigned to when case assignment rules are being set up?
Partner Portal User, Queue, Internal Salesforce User.
What should be used to control a user’s ability to view a dashboard?
Dashboard folder access, Source Report folder access, Dashboard properties.
How many fields can be enabled for tracking on a custom object?
20.
What is the number of customer formula fields per report?
5.
What are the limits for dashboards?
3 filters per dashboard, Up to 10 dynamic dashboards, 25 roll up summary fields, 5 customer formula fields per report, 20 fields enabled for tracking on a custom object.
What can be imported using the Import Wizard?
Contacts, Accounts, Leads, Customer Objects, Solutions, if loading less than 50,000 records.
When should you use Data Loader?
When you need to load 50,000 to 5,000,000 records, or if you need to load into an unsupported object.
What is the order in which Salesforce processes rules?
- Validation Rules 2. Assignment Rules 3. Auto-Response Rules 4. Workflow rules (with immediate actions) 5. Escalation Rules.
