Config Flashcards
Salesforce users at Ursa Major Solar complain that global search returns too many records. Which two configurations should an admin perform to help users manage search results?
- Specify the search filter fields for the object’s search layout.
- Reduce the number of records displayed for each object in the Search Results page.
List View
A list of records that meet specific filter criteria
What are two reasons a user cannot be deactivated?
- The user is the recipient of workflow email alerts.
- The user is a customer community admin.
User License
A user license determines the baseline of features that the user can access. Every user must have exactly one user license. You assign user permissions for data access through a profile and optionally one or more permission sets.
Permission Sets
- A collection of settings that give users access to various tools and functions.
- The settings are also found in profiles, but this extends users functional access without changing their profiles.
Profile
- Defines how users access objects and data, and what they can do within the application.
- When you create users, you assign a profile to each one.
How can a system admin discover who added a field to the account page layout?
Use the setup audit trail.
A company uses a private sharing model for cases. Each product line has several product specialists who want to have visibility to all cases involving their product line. How should the admin meet this requirement?
Create a predefined case team for each group of product specialists and assign the team using Case Assignment Rules.
Organization-wide Sharing Default (OWD)
- Defines the default access level for an object’s records with organization-wide sharing settings.
- Can be set separately for custom objects and many standard objects, including assets, campaigns, cases, and accounts and their contracts.
A company has three account record types: Prospect, Customer, and Vendor. The customer record type is only for accounts that have a closed won opportunity.
How should an admin prevent users from selecting the customer record type when they create the new account records?
Remove the customer record type as an assigned record type in the users profiles and permission sets.
A system admin can’t share a report folder. Why?
The folder is private
Sharing Rules
- Give chosen users greater access by making automatic exceptions to your org-wide sharing settings.
- Use to extend sharing access to users in public groups, roles, or territories.
Role Hierarchy
- Salesforce offers a user role hierarchy that you can se with sharing settings to determine the levels of access that users have to your salesforce org’s data.
- Roles within the hierarchy affect access on key components such as records and reports.