Brainscape's Knowledge GenomeTM

Browse over 1 million classes created by top students, professors, publishers, and experts.


See full index

Prepare for Your Salesforce Administrator Credential > Configuration and Setup > Flashcards

Configuration and Setup Flashcards

1
Q

Locale

A

Controls the language and format of date and time, address, currency, name, and number fields

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

Language Settings

A

Defines the default language of the Salesforce org and the languages that users will be able to use in their personal settings

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

Default Language

A
  • Set on the Company Information page and will be applied to new users
  • When this is selected. this will be the language used in the SF org
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

Translation Workbench

A

Allows translations to be applied to custom fields, labels, and translations from managed packages and custom picklist values

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

3 Levels of Language Support

A

1.) Fully Supported
2.) End User
3.) Platform

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

Fully Supported Language

A
  • Means ALL Salesforce features, including UI, Setup, and Help, will display in the selected language
  • There are currently 18 of these types of languages, including English, German, French, and Spanish
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

End User Language

A
  • These languages will have translations for ALL standard object field labels and pages but not for Setup and Help
  • There are currently 17 of these types of languages available, including Vietnamese, Polish, and Greek
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

Platform Languages

A
  • For these languages, it is possible to provide translations for customizations and standard fields
  • If translations are not provided, labels fall back to English
  • There are over 30 of these types of languages, English, Irish, Hindi, and Tamil
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

3 Ways Users can change their own display language

A

1.) My Settings
2.) Personal
3.) Language and Time Zone

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

Organization (Org) ID

A
  • A unique 15-character identifier that identifies each Salesforce org and is different for each Salesforce org
  • This is found on the ‘Company Information’ page
  • Will be different across environments (ex: Development, Test, and Production)
  • Needs to be provided when requesting support from SF and other AppExchange vendors
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

Licenses

A
  • Defines what features and services are made available to an org
  • Total, used, and remaining _________ are displayed on the ‘Company Information’ page
  • Assigned to users to grant access to features
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

3 Types of Licenses

A

1.) User Licenses
2.) Feature Licenses
3.) Permission Set Licenses

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

User Licenses

A
  • Defines the baseline of features available to a user
  • Each user MUST be assigned 1 license to determine the level of access to the org and which Profiles can be selected (ex: Salesforce, Chatter Free, Force.com, etc.)
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

Feature Licenses

A
  • Grants access to additional features that are not included in a standard license, such as Marketing, Knowledge, or CRM Content
  • Grants a user access to Campaigns
  • Assigned via checkboxes in a user’s profile
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

Permission Set Licenses

A
  • Can be used to assign Users specific settings and permissions to use various tools and functions
  • Gradually grants users access to features that are not included in their user licenses
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

API

A
  • Stands for ‘Application Programming Interface’
  • Allows access to Salesforce programmatically instead of using the UI
  • Ex: Bulk data loading tools such as Data Loader, integration tools such as Informatica, or integrations with other systems
  • Available for Enterprise, Unlimited, Developer, and Performance editions
  • Can be monitored from the ‘Company Information’ page
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
17
Q

Time Zone Setting

A
  • Determines how Time and Date Fields display
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
18
Q

Organization Time Zone

A
  • Set on the ‘Company Information’ page and is used as the default for new users
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
19
Q

User Time Zone

A
  • Users can set this themselves, which will override the org setting
  • Time and Date Fields will display according to this setting
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
20
Q

Single Currency Orgs

A
  • Can set the org-wide currency on the ‘Company Information’ page using the ‘Currency’ locale
  • The currency symbol in amount fields will reflect the currency locale
  • Single currency is the default
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
21
Q

Multi-Currency Orgs

A
  • Allows users to utilize more than 1 currency within the SF org
  • MUST be enabled on the ‘Company Information’ page by an Admin
  • The corporate currency is defined in these types of orgs
  • Currencies MUST be made Active for them to be used
  • Reporting and Forecasting can be done in the record currency and corporate currency
  • Users can set their individual currency in the ‘Personal Information’ page. This type of currency can be used in reports, quotes, forecasts, and other records that use currency amounts
  • Exchange rates between active currencies can be set on the ‘Manage Currencies’ page
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
22
Q

2 Categories of Currencies for Reports that support Multiple Currencies

A

1.) Primary Currency
2.) Secondary Currency

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
23
Q

Primary Currency

A

Reflects either the default corporate currency or the currency selected for the record

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
24
Q

Secondary Currency

A

Reflects the personal default currency of the user running the report, or the currency specified in the report criteria

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
25
Q

Business Hours

A
  • Determines the times when users are available to support customers and are the basis for the computation of support processes hours
  • Are used in the calculations for support processes such as Case Escalation rules and the Entitlement process
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
26
Q

Fiscal Year

A
  • Defines the business year of the company, which is also referred to as the accounting year, taxation year, financial year, or the budget year
  • Standard or custom fiscal years can be used
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
27
Q

Standard Fiscal Year

A
  • Follows the Gregorian calendar (ex: 12-month structure) and can be configured to start on the first day of any month and be named for the starting or ending year
  • Based on a monthly structure and can start on any month
  • Can be replicated by choosing the Gregorian calendar
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
28
Q

Custom Fiscal Year

A
  • Can be defined using custom periods and can be based on existing template or an existing template which can be modified
  • Can use a different structure such as quarters
  • Will impact forecasting, reports, and quotas
  • If this type of year is enabled, it CANNOT be reverted back to a standard year
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
29
Q

2 Types of Storage in SF

A

1.) Data
2.) File

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
30
Q

Data Storage

A
  • Uesd by creating records (ex: Account records, Contract records, Opportunity records)
  • Most records use 2 KB of storage
  • There are several exceptions though (ex: Person Account (4 KB), Campaigns (8 KB), and E-mail messages (storage according to the size of the e-mail)
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
31
Q

File Storage

A

Used by storing files in Attachments, the ‘Documents’ tab, the ‘Files’ tab, Content, Chatter (including user photos), and Site.com assets

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
32
Q

Big Object Storage

A
  • If an org utilizes this, up to 1 million of these types of records can be stored
  • If more storage is added, up to 1 billion of these records can be stored
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
33
Q

Default Locale

A
  • Controls how certain information is displayed in a Salesforce org
  • Set up by the System Admin
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
34
Q

6 Things Default Locale configuration impacts

A

1.) Date
2.) Time
3.) Number
4.) Phone Number
5.) Name
6.) Address

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
35
Q

Advanced Currency Management

A

Allows dated exchange rates to be recorded to track the amounts when Opportunities were closed

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
36
Q

2 Options for Specifying a Default Record page view at the Org Level

A

1.) Full View
2.) Grouped View

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
37
Q

Full View

A

A data-dense view that focuses on details and related lists and puts all the information on the same page

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
38
Q

Grouped View

A

Divides record information into groupings across multiple regions and tabs

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
39
Q

6 UI Features that can be Enabled or Disabled

A

1.) Enable Hover Details
2.) Related List Hover Links
3.) Inline Editing in Lightning Experience
4.) Disable Navigation Bar Personalization in Lightning Experience
5.) Enable Printable List Views
6.) Enable Salesforce Notification Banner

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
40
Q

Enable Hover Details

A
  • Enables a summary display of a record when hovering over a record link
  • The fields displayed are determined by the compact page layout
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
41
Q

Related List Hover Links

A

A settings enabled by default that adds related list links at the top of the record detail page or a custom object detail page in Setup

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
42
Q

Inline Editing in Lightning Experience

A
  • When a user hovers over the field, a pencil icon will appear if the cell is editable
  • On the other hand, a lock icon will be displayed if it is non-editable
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
43
Q

Disable Navigation Bar Personalization in Lightning Experience

A
  • Disables the option for a user to customize an app’s navigation bar in Lightning Experience
  • This customization includes the reordering and adding of items or the renaming and removing of items the user may have added
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
44
Q

Enable Printable List Views

A

When enabled, a button will be displayed for generating a print-ready format of the data in the view

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
45
Q

Enable Salesforce Notification Banner

A
  • This type of banner appears on the pages for Accounts, Contacts, and Dashboards, as well as in the ‘Setup’ area
  • It can be dismissed or disabled entirely
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
46
Q

Lightning App Navigation Bar

A
  • Can be customized to fit the users’ needs
  • Apps can be created and customized by navigating to ‘App Manager’ in Setup
  • The items that are visible can be selected and rearranged, and the utility bar in the footer can be enabled by adding a utility item to the app
  • The navigation bar color and logo can be customized for each Lightning app
  • The app can be assigned to user Profiles
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
47
Q

Horizontal Navigation Bar

A

Each app in Lightning Experience has this type of bar included which is used to access the items and functionality in the app

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
48
Q

Temporary Tab

A
  • Opened when a user clicks an item that does NOT have a parent object placed in the navigation bar
  • Can be used to access relevant items from the navigation bar
  • Can be made permanent in the navigation bar by selecting ‘Add to Nav Bar’
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
49
Q

Lightning Experience App Launcher

A
  • Allows users to switch between apps
  • The apps that appear here can be changed by navigating to ‘App Menu’ in Setup
  • Users can immediately open or search for an app by clicking on the ‘App Launcher’ icon
  • The apps that users see in their App Launcher and app menu depend on each app’s visibility settings and user permissions
  • Profile or permission sets can be to used to authorize users to see apps
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
50
Q

In-App Guidance

A
  • A declarative tool and setup for creating single-step prompts or multi-step walkthroughs
  • Helps users with onboarding and learning new features and to display custom alerts
  • Walkthroughs can be placed on object record pages, object Home pages (including Home), supported setup pages, and new, edit, and clone record pages, including dialogs
  • Can be managed by navigating to the ‘Settings’ in the ‘In-App Guidance Setup’ page
  • The ‘Manage Prompts’ permission is needed to create prompts and walkthroughs
  • For users, I can have up to 3 custom prompts and walkthroughs active at a time
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
51
Q

Federated Search

A
  • Type of search where users can search data stored in repositories (a central location in which data is stored and managed) outside of Salesforce while remaining inside the Salesforce user interface
  • For example, a team member can use Salesforce global search and see results from external search engines
  • Can be configured through in Experience Cloud sites
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
52
Q

Einstein Search

A
  • Enabled by default and provides features like search personalization, natural language search, and instant actionable results
  • Search results are going to be based on the records that are most relevant to the user
  • Suggested searches and record previews are immediately seen and actions on records can also be completed as search terms are being typed
  • Common words and phrases can be used as search terms and this type of search automatically turns them into usable search filters
  • This type of search is available in Lightning Experience in Essentials, Professional, Enterprise, Performance, and Unlimited Editions
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
53
Q

Natural Language Search

A
  • Allows filtering search results using common words and phrases
  • Einstein Search enables queries for this type of search for supported objects such as Task and shows matching records
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
54
Q

Search Personalization

A
  • This type of search is customized based on factors such as recent user activity, geographic location where users work most often, and ownership
  • Personalization is generally available for the following standard objects:
    1.) Accounts
    2.) Cases
    3.) Contacts
    4.) Leads
    5.) Opportunities
    6.) Tasks
  • Prioritizing specific results over others can make users more productive, which is both time and cost-efficient
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
55
Q

2 Types of Record List Display Types

A

1.) List View
2.) Kanban View

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
56
Q

List View

A
  • A list or summary of records that meet defined criteria
  • View can be either tabular, split, or a Kanban view
  • Supports Inline Editing!
  • Only the first 2,000 records are searched automatically. Users can overcome this limitation by using more specific terms or by changing the filters and sorting order
  • Can be personalized based on the user’s preferences
  • Records and Fields that appear in this type of view depend on what the user has access to
  • The records displayed are only those that a user has visibility to (e.g. own or have access to)
  • The fields displayed are only those a user has visibility to according to the field-level security
  • The default list view can be accessed via Pinned
  • Can be restricted to user groups and roles
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
57
Q

Public List View

A

Can be accessed by ALL users

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
58
Q

List View Search Bar

A

Allows keyword search within the view

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
59
Q

6 Steps to creating a Custom List View

A

1.) Create and name a new list view or clone an existing list view
2.) Select the ‘List View Sharing’
3.) Add List View filters
4.) Select the fields to display
5.) Optionally, create a ‘List View’ chart
6.) Use Sharing Settings to adjust visibility if required

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
60
Q

3 Options for Viewing List View Sharing

A

1.) Only for the User that created the view
2.) ALL Users (including Partner and Custom Portal Users)
3.) Shared with a group of Users

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
61
Q

Show Charts

A

Displays data for an object as a chart in the ‘List View’ interface

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
62
Q

Charts

A
  • Can be added to a list view
  • Can be a vertical bar, horizontal bar, or donut
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
63
Q

Inline Editing

A
  • The ability to change the value of a field, without needing to navigate to a record
  • This type of editing means being able to update a record from somewhere other than the record page, such as a list view or report
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
64
Q

Kanban View

A
  • A type of list view presented as a visual summary for a selection of records
  • Can be more customized by determining summary and group fields
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
65
Q

Filters

A

Added to display ONLY the object records that meet a defined set of criteria in a single view

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
66
Q

‘Filter’ Button

A

Allows applying multiple filters on the data in the List View to focus down the list with precision

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
67
Q

‘Import’ Button

A

Provides access to the Import Wizard from the ‘List View’ interface

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
68
Q

‘List E-mail’ Button

A

Allows emails to be sent to individual leads, contacts, and campaigns in a list view

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
69
Q

Lightning App Builder

A
  • A one-stop shop, point-and-click tool that can be used to create and customize Lightning Apps and home pages
  • Can be used to build and configure responsive Lightning apps and custom pages for Lightning Experience and the Salesforce mobile app using a template
  • Components can be added to custom Lightning pages based on user needs
  • Can be used to manage Lightning App settings such as branding, navigation, options, and the Lightning pages assigned to that app
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
70
Q

Template

A

These determine the layout of the page components when using the Lightning App Builder

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
71
Q

Page Analysis Tool

A
  • Calculates a page’s performance for desktop and form factors
  • This tool identifies the components that have the most impact on the page load time
  • If possible, the components that take the longest time to load should be moved to non-default tabs or an accordian to improve page performance
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
72
Q

3 Components within the Lightning App Builder

A

1.) ‘Standard Components’ tab
2.) ‘Custom Components’ tab
3.) Custom Components installed via a Managed Package

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
73
Q

Dynamic Interactions

A
  • Enables Lightning Web components (source) to communicate with other custom Lightning components (target) that exist on the same Lightning App page
  • For example, when a button is clicked on a source component, the target components respond individually based on data contained in the communication message
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
74
Q

Home Page

A

The first page that is displayed to a user and can be customized using the Lightning App Builder

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
75
Q

Custom Home Page

A
  • Similar to Lightning App pages (they are NOT tied to a specific record)
  • When these types of pages are activated for an app or an org default, they occupy the home tab and are the first page shown to the user when they navigate to an app
  • The 6 steps to creating this type of page are:
    1.) Create a new page or clone an existing Home page
    2.) Select a standard or custom template
    3.) Add components to the layout
    4.) Optionally set component visibility
    5.) Activate the Home page
    6.) Set the page as Default for the Org, App, or for an App/Profile combination
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
76
Q

‘Accordion’ component

A
  • Alternative to using the ‘Tabs’ component for displaying several different components that are collapsible
  • There can be up to 25 sections with this feature
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
77
Q

Pinned Region pages

A
  • Can be created for Console apps
  • This type of page remains displayed as a user navigates to subtabs in a Lightning console app
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
78
Q

App Manager

A
  • Where all apps in an org can be viewed, created, managed, and customized, including the App menu configuration
  • Users can access apps and other items by clicking the appropriate icon
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
79
Q

‘Pages’ Menu

A
  • Menu that can be used to navigate and edit the pages of a Lightning app
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
80
Q

Tab

A
  • This MUST exist for a Lightning component or page in order to add it to an app in Salesforce or the navigation menu of the Salesforce mobile app
  • It is automatically created when a Lightning page is built and activated using the Lightning App Builder
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
81
Q

3 Types of Actions provided in Salesforce

A

1.) Global Actions
2.) Action Layout Editor
3.) Object-Specific Actions

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
82
Q

Global Actions

A
  • Can be created to perform any of the following:
    1.) Creating a Standard Object record (Account, Campaign, Case, Contact, Contract, Event, Group, Lead, Opportunity, Question, Task)
    2.) Creating a Custom Object record
    3.) Logging a Call
    4.) Sending an e-mail
    5.) Displaying a Visualforce page
    6.) Displaying a custom Canvas
    7.) Launching a Lightning component
  • Can be added to any page that supports actions
  • Available in places like the home page, and allows action types such as creating a record or logging a call
  • Has NO automatic relationship with any record
  • Can be found on the (+) icon in the Salesforce header
  • Allows creation of object records
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
83
Q

Action Layout Editor

A

Fields can be added, removed, or reordered using this tool for an object-specific action

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
84
Q

Object-Specific Actions

A
  • Can be used by users to quickly create or update records, log calls, etc. in the context of a particular object
  • Automatically associated with related records
  • Can be found on the ‘record detail’ page of a specific object
  • Allows creating a record that is related to the object for which the action is created
  • Possible action types are creating a record, sending an e-mail, logging a call, customizing Visualforce, updating a record, creating Lightning components (Aura and Lightning Web components), and creating Flows
  • Ex: Account, Asset, Campaign, Case, Opportunity, etc.
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
85
Q

Global Publisher Layouts

A
  • Used to select global actions and order those actions
  • NOT associated to any object
  • Inherits object page layouts that are not customized with actions
  • Can have more than 1 of these
  • These types of layouts can be assigned to different Profiles
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
86
Q

Object-Specific Action Layout

A
  • Determines the fields that will be displayed when the action is initiated
  • When an action is created, there is ALWAYS a corresponding layout that can be customized based on requirements
  • Fields can be added, removed, or reordered on this type of layout
  • Can be configured from:
    1.) Setup
    2.) Object Manager
    3.) Object
    4.) Buttons, Links, and Actions
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
87
Q

‘Override Global Publisher Layout’ option

A
  • Option that must be ticked when adding new object-specific actions for the first time on an object’s page layout
  • This option will allow the users to set a customized list of actions on Lightning Experience and mobile app pages
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
88
Q

Default Actions

A
  • Predefined by Salesforce per object
  • For example, on the Account object, predefined actions include New Task, New Contact, etc.
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
89
Q

Mobile Smart Actions

A
  • Preconfigured just like Default actions per object
  • This type of action appears as a single action element in the page layout editor
  • For example, on the Account object, the actions include New Task, New Contact, New Opportunity, etc.
  • These are displayed only in the Salesforce mobile app
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
90
Q

Productivity Actions

A

Predefined by Salesforce and attached to a limited set of objects, such as Send Email, Log a Call, View Website, etc.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
91
Q

Mass Quick Actions

A
  • After this type of action is set up, up to 100 records can be selected in a list view and perform mass updates in Lightning Experience
  • These types of actions CANNOT be performed on a Recently Viewed list
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
92
Q

Compact Layout

A

The first few fields in this type of layout determine which fields are included in the hover details

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
93
Q

Account Hover Details

A

Shows the primary Account fields as well as the related object detail

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
94
Q

Related List Names

A

Clickable links that can redirect users to the complete list view of the corresponding related object records

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
95
Q

Utility Bar

A
  • Allows easy access to common productivity tools such as Notes, History, Calculator, and Omnichannel
  • Items placed in this bar will appear near the bottom of the screen. It can be set to display on either the bottom left or bottom right of the screen
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
96
Q

Utility Items

A
  • Productivity tools that can be added to an app
  • These types of items appear in the Utility Bar at the bottom of the app
  • The alignment of the Utility bar can be set
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
97
Q

App Launcher

A
  • Can be used to immediately open or search for apps or items
  • Users can drag and sort the apps according to personal preference
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
98
Q

App Menu

A

Can be used to change the app’s visibility in the App Launcher

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
99
Q

Global Search Box

A
  • Displays a list of auto-suggested records for multiple object types as a user types in it
  • These type of results can be refined by setting the number, date ranges, record name, owner, or e-mail
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
100
Q

Instant Results

A

Allows accessing a record before performing a full search

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
101
Q

Recent Items

A

Lists recently-viewed items that match the search term when a user clicks into the ‘Search’ box

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
102
Q

Suggested Records

A

Lists up to 5 records that have a name that matches the search term

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
103
Q

Full Search

A

Searches across searchable objects and takes the user to the ‘Top Results’ page

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
104
Q

Full Object-Specific Search

A

Searches within the current object and takes the user to the object’s search results page

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
105
Q

Limit Search To

A

Option that can be selected to limit the search to an object entered in the search box

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
106
Q

Lookup Search

A
  • A feature that allows a user to search for a record of an object and associate it to a record of another object using a lookup field
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
107
Q

Lookup Field

A
  • Field that can be used to associate two records together in a relationship
  • When a user types in this field, they see a dynamic list of suggested matches instantly
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
108
Q

Search Term

A

The instant results match to the record’s name, but a full search can be performed to match against all the searchable fields

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
109
Q

Secondary Field

A
  • If configured, this type of field is displayed under the primary record name that provides more contextual information
  • This is ALWAYS the related account for contacts and opportunities shown in recent items
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
110
Q

Lookup Filters

A

These types of filters can be used to restrict the valid values and lookup dialog results for relationship fields

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
111
Q

Dependent Lookups

A

A lookup field that includes a lookup filter that references fields on the source object record

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
112
Q

Partial Search Term

A

This type of term is ONLY matched to the record name field

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
113
Q

Full Search Term

A

This type of term is matched with ALL searchable record fields

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
114
Q

Search Layout

A
  • This type of layout determines which fields users can view, filter on, and sort by on the search results page for global search and lookup search
  • This type of layout for an object can be configured to select the fields that should be shown as columns on the search results page
  • CAN be created for individual objects
  • The following can be customized in this type of layout:
    1.) Fields in a record’s instant results preview
    2.) Fields that can be filtered
    3.) Fields shown in a recommended result
    4.) The secondary field in instant results
  • This type of layout can be configured from the Setup Menu or Object Manager for BOTH lookup and global search
  • Standard Users CANNOT customize this type of layout
  • Standard buttons aren’t available in these types of layouts
  • These types of layouts can be accessed for a particular object from the Object Manager in Setup
  • Encrypted fields CANNOT be filtered
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
115
Q

Profile-Specific Layout

A

This type of layout can be created for each object

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
116
Q

Record Search Result Columns

A

These types of columns are displayed and arranged according to the object search layout assigned to a user profile

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
117
Q

Pinned Lists

A
  • Allows a user to make any list the new default
  • Default ______ list: ‘Recently Viewed’
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
118
Q

‘Send List Email’ action

A
  • Available for Contacts, Leads, and Campaign list views
  • Individual emails will be sent to each record’s email address
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
119
Q

Split View

A
  • This type of view will allow users to efficiently work with multiple records from a list without going back and forth to the ‘List View’ page
  • With this type of view, users can see a list view and a record side by side
  • They can also perform applicable mass actions on the records listed with this type of view
  • This feature is available in console apps and standard navigation
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
120
Q

Dynamic Related List - single component

A

Available in Lightning App Builder; provides additional capabilities from the ‘Related List - single’ view such as row limits, sorting, and filtering

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
121
Q

Component Visibility Rules

A

Can be set for app, record, and home pages by defining filters

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
122
Q

‘Interaction Details’ tab

A
  • This type of tab is used to define the target component and data (property values) that will be communicated in the interaction
  • It also shows the name of the source component and event, as well as the type of interaction between the source and target components
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
123
Q

Static Value (a.k.a. Expression)

A

Can be used to define the value of a property

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
124
Q

Home Page Layout

A

Can be used as the org default or be customized and assigned to app or app and profile combinations

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
125
Q

Visibility Filters

A
  • Can be set for components on Lightning app and home pages to make them dynamic
  • For example, this type of filter can be based on a field on the User object, such as ‘Country’
126
Q

Dynamic Actions

A
  • Actions which can be used to dynamically control the visibility of Action buttons on a record page based on the values on the record
  • It helps in keeping the record page neat and streamlined
  • Actions can be configured to only appear on the record page when the values on the fields match the criteria defined
127
Q

Lightning Usage App

A

App which helps with monitoring adoption metrics and page performance

128
Q

Lightning Page Analysis Tool

A

Located in Lightning App Builder; calculates the page performance of a Lightning Record Page and identifies the components that have the most impact on page load time

129
Q

Lightning Experience Navigation Bar

A
  • Allows users to find what they need using item names, complete actions, and access recent records and lists
  • This navigation bar can be customized for each app; custom colors and branding can be used to make each app unique and easy to identify
  • This navigation bar can be used to access Lightning apps containing Lightning components
  • For items like opportunities, users can create records and access recent records and lists directly from the navigation bar
130
Q

Sandbox

A
  • A copy of a Production org; linked to the actual Production org
  • When initially created, these only contain metadata (configuration), but some can contain data (records) too
  • Used to develop and test in a safe environment, completely separate from production
  • Development and testing in this ensures that there is no disruption to the production environment
131
Q

4 Types of Sandboxes

A

1.) Developer
2.) Developer Pro
3.) Partial
4.) Full Copy

132
Q

Developer Sandbox

A

Purpose: Development, configuration, and testing of new functionality
Storage Limit: 200MB Data storage, 200MB File storage
Initial Data: Configuration only
Refresh: 1 day

133
Q

Developer Pro Sandbox

A

Purpose: Development in which larger amounts of data are needed to test functionality; Integration from multiple developer sandboxes
Storage Limit: 1GB Data storage, 1GB File storage
Initial Data: Configuration only
Refresh: 1 day

134
Q

Partial Copy Sandbox

A
  • Purpose: Testing or training where a subset of the data is sufficient
  • Storage Limit: 5GB Data storage, File storage (same as Production)
  • Initial Data: Subset of data determined by template
  • Refresh: Every 5 days
135
Q

Full Copy Sandbox

A
  • Purpose: Performance testing, load testing, and staging in an environment that is identical to production
  • Storage Limit: Same as Production
  • Initial Data; All data, but subset of data can be copied through a sandbox template
  • Refresh: Every 29 days
136
Q

6 Deployment Options which are available to move metadata between different environments

A

1.) Change Sets
2.) Visual Studio Code
3.) Ant Migration Tool
4.) Salesforce CLI
5.) Workbench
6.) Unmanaged Package

137
Q

Change Sets

A
  • A useful tool that can be created easily through configuration by an Admin
  • Can be used to deploy metadata between related sandbox/production orgs through a deployment connection
  • Created by adding main and dependent metadata components in the source org
  • Before this can be deployed, it needs to be updated
  • When using these types of sets, validation of components is possible before deployment
  • Multiple test options are available when validating or deploying this type of set in the destination org
  • Inbound and outbound sets are used when deploying metadata components
  • Available in the following editions:
    1.) Enterprise
    2.) Performance
    3.) Unlimited
    4.) Professional
    5.) Database.com
138
Q

6 Areas of User Setup and Maintenance

A

1.) User Details
2.) User License
3.) Feature License
4.) Resetting Passwords
5.) Unlocking Users’ Accounts
6.) Localization

139
Q

User Details

A

While creating a new User, the details such as Last Name, E-mail, Username, User License, and Profile are required

140
Q

User License

A
  • Determines the level of access to the org and what Profile can be selected for a particular User
141
Q

Feature License

A
  • Provides access to additional features not included with the User license
  • Ex: Salesforce CRM Content User
142
Q

Resetting Passwords

A
  • A password can be reset by a User or Admin
  • Unlike a User, Admins can reset passwords for multiple Users
143
Q

Unlocking Users’ Accounts

A

A User’s account that has been locked due to too many failed attempts to access can be unlocked by an Admin

144
Q

Localization

A

Various locale settings, such as language, time zone, and currency can be specified on a User’s record

145
Q

Locale Settings

A

Determined from the company profile; can be overridden on the user record

146
Q

Locale

A

Determines date and time formats, as well as, name, address, and number formats

147
Q

Login History

A
  • Provides information on past login attempts to the org
  • The ‘Status’ column will indicate success or reason for failure to login
  • It can be viewed as a related list on a User record or for all Users
  • This shows up to 20,000 login records for the past 6 months
148
Q

Delegated Admins

A

Users assigned by the main System Admin which are given enhanced permissions to do different activities

149
Q

Delegated Group

A
  • Controls what Admin privileges are granted
  • Users in this group can:
    1.) Create and edit Users in specific roles
    2.) Assign Users to specified Profiles
    3.) Unlock Users and reset passwords for Users in certain roles
    4.) Assign or remove Permission Sets for Users
    5.) Create public groups and assign Users to specifed public groups
    6.) Manage specific custom objects
150
Q

8 Common User Access Issues

A

1.) Password Case Sensitivity (Passwords ARE case-sensitive)
2.) Login Hours (Users may be trying to access the Org ouside of login hours set by the System Admin)
3.) Inaccurate Username (The User is using the wrong Username)
4.) Incorrect Domain (Trying to log using test.salesforce.com (used for sandboxes) instead of login.salesforce.com)
5.) MyDomain Policy (User tries to login with login.salesforce.com when MyDomain is deployed and login policy restricts login.salesforce.com)
6.) Profile-Based IP Restriction (IP restrictions may be in place, and the User is outside of set IP’s)
7.) Unverified Account (The new User has not verified their account via the ‘Verify Account’ link within the allotted time)
8.) Locked Out (The account may be locked from too many failed login attempts)

151
Q

3 Steps to Finalizing a User

A

1.) An account verification link sent via e-mail is clicked (by default, the link will expire after 7 days)
2.) A password is created
3.) A security question is created

152
Q

7 Required Fields when creating a new User

A

1.) Last Name
2.) Alias
3.) Nickname
4.) E-mail
5.) Username
6.) User License
7.) Profile

153
Q

‘Adding Multiple Users’ button

A
  • Allows the creation of up to 10 multiple users at once
  • The username will be the same as the email address when adding a user with this method
  • All users will have the SAME user license assigned
  • Individual user records will need to be edited after creation to choose further details
154
Q

‘Freeze’ feature

A
  • Used to prevent User access to the org
  • Can occur if the User has too many failed login attempts or if a User’s position is unknown at a particular time
  • This is an immediate action that prevents users from logging in and having access. No emails or Chatter alerts will be sent
  • Performing this action does NOT release their license. To release the user’s license, the user must be deactivated
155
Q

Deactivating a User

A
  • This action disables Users from logging in and having access to Salesforce
  • These Users will no longer get any e-mail or Chatter alerts
  • Reminder: Users CANNOT be deleted
  • Users who should no longer have access to the org should be ___________
  • Do this action to a user by unchecking the “Active” button on their user record
  • Users CANNOT be ___________ if they are the sole recipient of a Workflow Email Alert, Customer Portal Administrator, or User selected in a Custom Hierarchy Field
156
Q

Self-Deactivation

A

Action which can be enabled to allow external Community and Chatter users to deactivate their own accounts

157
Q

4 Levels of Security (from largest to smallest):

A

1.) Org Security Controls (ex: Login Access. Login Hours, IP Restrictions, and Password Policies are controlled here)
2.) Objects (ex: Account, Contact. Profiles and Permission Sets are controlled here)
3.) Object Record (ex: Salesforce. Org-wide Defaults, Role Hierarchy, Sharing, and Teams are controlled here)
4.) Fields on a Record (ex: Name, Type, Lead Source. Field-Level Security and Page Layouts are controlled here)

158
Q

4 Organization Security Controls

A

1.) Password Policies
2.) IP Restrictions
3.) Device Activation
4.) Network Settings

159
Q

Password Policies

A
  • Settings that govern the login and password specifications of a Salesforce org’s users
  • Can be defined at the Profile level and the Org level to implement restrictions which make passwords more secure
  • Profile _______________ settings override the Org-Wide Password Policies for a Profile’s users
  • If these are NOT set for a Profile, the org-wide _____________ apply
  • Changes to the organization-wide ____________ do NOT affect profile-specific ____________ which may be different
  • Can be configured in Setup; will apply to ALL Users in the org
160
Q

4 Restrictions for Restting Passwords

A

1.) When the e-mail address of a User is changed, the password is also reset for security
2.) It’s possible to change the password of specific Users or all Users by clicking the ‘Reset Password’ button on the ‘User’ page in Setup
3.) When a User’s password is reset, the User receives an e-mail that contains a link and instructions to reset the password
4.) Resetting a locked-out User’s password automatically unlocks the User’s account

161
Q

IP Restrictions

A
  • Way to control access to a Salesforce org
  • It is possible to control where Users can log into Salesforce by specifying a range of trusted IP addresses in their Profile settings with these restrictions
  • Login hours can also be defined
  • Can be set up at both a User and Profile level
  • Users can be logged in from a trusted IP address without receiving a login challenge for verification of their identity, such as a code sent to their mobile phone
  • If Users try to login from outside the trusted IP range, they are sent an Activation code. Once the code is entered, they can access Salesforce
162
Q

Device Activation

A
  • Available to allow Users to confirm their identity
  • Using this type of method acts as a 2nd form of User authentication
  • A security layer in addition to username and password
  • Invoked when a User logs in from an unrecognized browser or device, and is logging in from outside a trusted IP range
  • Based on browser cookies, and Users will not be asked again unless the cookie is cleared (either manually or browser deletes cookies) or the User browses in Private mode
163
Q

Network Settings

A

At the org level, this allows specifying trusted IP ranges from where Users can login without verifying their identity

164
Q

Setup Audit Trail

A
  • Trail in the ‘Setup’ portion of Salesforce whose history captures Admin-related changes, Flow, workflow, and other automation changes, object-level changes, group changes, data management, e-mail deliverability, Apex Visualforce, and Lightning component changes
  • Shows the 20 most recent setup changes and stores audit trail history for the past 6 months
  • Can be downloaded for the last 6 months in Excel (CSV format)
  • The Setup changes tracked in this trail show the date the of the change, who made it, and what the change was
165
Q

9 Changes Tracked by the Setup Audit Trail

A

1.) Tracked Changes
2.) Customization Changes
3.) Groups and Sharing
4.) Data Management
5.) E-mail Deliverability and Delivery
6.) Delegated Adminstrators
7.) Notification Changes
8.) Apex
9.) Lightning Components

166
Q

Tracked Changes

A
  • 1st setup change in the Setup Audit Trail
  • Admin-related changes that are tracked include changes to Company Information, default settings like Language or Locale, users, portal users, Roles, Permission Sets, Profiles, etc.
167
Q

Customization Changes

A
  • 2nd setup change in the Setup Audit Trail
  • Any changes related at customization are tracked
  • These include changes to workflow rules, approval processes, flows, page layouts, custom apps, custom objects, custom fields, field-level security, validation rules, etc
168
Q

Groups & Sharing

A
  • 3rd setup change in the Setup Audit Trail
  • Changes to public groups, sharing rules, and org-wide sharing settings, including the ‘Grant Access Using Hierarchies’ option, are tracked
169
Q

Data Management

A
  • 4th setup change in the Setup Audit Trail
  • Changes related to data management that are tracked include use of the Data Import Wizard, exporting data, mass transfer or deletion of records, etc.
170
Q

E-mail Deliverability and Delivery

A
  • 5th setup change in the Setup Audit Trail
  • Changes to the Email Deliverability Access Level, the connected app’sPIN length, inactivity timeout, email relay and or record filters are tracked here
171
Q

Delegated Administrators

A
  • 6th setup change in the Setup Audit Trail
  • Setup changes made by delegated administrators are also tracked
172
Q

Notification Types

A
  • 7th setup change in the Setup Audit Trail
  • Custom and standard notification types delivery setting changes can also be tracked for mobile, desktop, and connected apps
173
Q

Apex

A
  • 8th setup change in the Setup Audit Trail
  • Creation of Apex classes, triggers, Visualforce pages, Lightning pages, and static resources is tracked
174
Q

Lightning Component

A
  • 9th setup change in the Setup Audit Trail
  • Audit trail can be used to track when users create, change, or delete a custom Lightning component
175
Q

Salesforce Password Requirements

A
  • There are default password requirements for new orgs, including one alphabetic character and one number
  • A password MUST contain at least 8 characters, including 1 alphabetic character and 1 number
  • The security question answer CAN’T contain the User’s password
  • When Users change their password, they CANNOT reuse their last 3 passwords
176
Q

2 Methods of User Authentication

A

1.) Single Sign-On (SSO)
2.) Multi-Factor Authentication

177
Q

Single Sign-On (SSO)

A
  • This method of sign-on can be used to standardize authentication for SF Users
  • In order to implement this, either federated authentication using Security Assertion Markup Language (SAML) or delegated authentication can be utilized
  • Users have 1 login; they don’t have to log into multiple systems constantly with this sign-on method
  • Better adoption method because Users log in with once
178
Q

Multi-Factor Authentication

A
  • Increases an org’s security by requiring a second level of authentication for every User login
  • It can either be service-based or policy-based
  • Users provide the second factor by installing a mobile authenticator app, such as the Salesforce Authenticator app
  • Users can also use a U2F security key
  • Can be set up using a permission set and assigned to specific Users
179
Q

2 Types of Implementation

A

1.) Federated Authentication
2.) Delegated Authentication

180
Q

Federated Authentication

A
  • Allows affiliated but unrelated web services to share authentication data
  • Automatically enabled for an org
181
Q

Delegated Authentication

A
  • Allows the usage of a preferred authentication provider
  • Uses a stronger form of user authentication and makes the login page private and accessible only behind a corporate firewall
  • Setting is enabled in Setup > Single Sign-On Settings by first disabling login with SF credentials
  • Makes a login page private
182
Q

Login Hours

A
  • Can only be set up on a Profile setting
  • To restrict when Users can log in, these can be set at the Profile level but NOT at the Org level
  • In a Profile, it’s possible to set the days and hours when Users with the Profile can log into the org
  • If a User tries to login outside these hours, they are denied access
  • When an error is denied access, they see the same error message which appears when the username or password is incorrect
  • To allow Users to login at any time, ‘Clear all times’ can be clicked
  • To prohibit Users from logging in on a specific day, set ‘Start Time’ to 12 am and ‘End Time’ to ‘End of Day’
183
Q

5 Steps of Device Verification

A

1.) Salesforce Authenticator Mobile App
2.) U2f Security Key
3.) One-Time Password Generator
4.) SMS Text Message
5.) E-mail

184
Q

Login Forensics

A
  • Allows Salesforce Admins to monitor login behavior and keep a Salesforce org secure
  • Provides critical login information such as:
    1.) Users who have suspicious login activity
    2.) Users who logged in more than the average number of times
    3.) The average number of logins per Users per a specified time period
    4.) Users who logged in during non-business hours
    5.) Users who logged in using suspicious IP ranges
  • No UI
185
Q

MyDomain

A
  • A feature that allows the creation of a subdomain for the company’s Salesforce org
  • Required in order to activate other SF features
  • Allows highlighting the brand of the comapny and making the org more secure
  • Helps in better management of login and authentication of the org
  • Production orgs that are created Winter ‘21 or later will get this feature by default
186
Q

Salseforce Edge Network

A
  • Network that improve download times and org performance
  • To improve User experience regardless of user location, this Netowrk routes requests to the closest Salesforce location where this Network is deployed
  • If the customer org allowlists Salesforce IP addresses by region, Salesforce recommends including the current Salesforce IP address ranges for regions where the customer org has end users
187
Q

Health Check

A
  • Runs on all of the different session settings, password policies, and different security settings in which I have set up within my org
  • I can see what the high-risk security settings are
  • A summary score is calculated using a proprietary formula and shows how an org measures against a security baseline, such as the Salesforce Baseline Standard
  • Up to five custom baselines can be uploaded and used instead
  • Settings that meet or exceed the baseline increase the score, and settings that are at risk lower the score
  • Typically, changing the settings to be less restrictive decreases the score
  • A lower score indicates settings at higher risk or further away from the recommended values
  • In addition to a score, a grade is also provided tomore easily assess the org’s overall security status. The grades correspond to the following score percentages:
    1.) Very Poor (54% and below)
    2.) Poor (55% - 69%)
    3.) Good (70% - 79%)
    4.) Very Good (80% - 89%)
    5.) Excellent (90% and above)
188
Q

Session Security Settings

A
  • Can can be configured in Setup, including the session connection type, timeout restrictions, and IP address ranges
  • Can be modified at the org level and in User Profiles
  • Profile settings override the org-wide settings
  • Org-wide _________ settings, such as session timeout, secure connections, caching, and session security levels, can be configured on the ____________ page
  • If using the enhanced profile interface, one can click ‘____________’ in a User Profile to configure the Profile ______________
  • Can be modified on the User Profile, which will override org-wide settings
189
Q

Salesforce Baseline Standard

A
  • Consists of recommended values for the following 4 categories of security settings:
    1.) High Risk (such as the number of expired certificates)
    2.) Medium Risk (such as the minimum password length)
    3.) Low Risk (such as the password question requirement)
    4.) Informational (such as the days until certificate expiration)
190
Q

Caching Settings

A
  • Secure and persistent browser caching can be enabled to improve performance
  • Caching and autocomplete on the login page can also be enabled
191
Q

Clickjacking (a.k.a. UI Redress Attack)

A

Protection from this can be enabled for custom Visualforce pages with standard headers and with headers disabled

192
Q

High-Assurance Security Level

A
  • Can be required to ensure that Users verify their identity with MFA when they log in
  • Support users and subscribers with high-assurance sessions always bypass MFA verification during login as another User
193
Q

Session-Based Access Control

A
  • Can be done using a permission set
  • Once the Flow deactivates the session-based permission set or permission set group, the Users will lose the permissions associated with the permission set or permission set group
194
Q

Built-In Authenticator

A
  • A User can register for this; this tool use biometric readers to verify identity
  • Examples of this are Touch ID, Face ID, and Windows Hello
195
Q

Enhanced Domains

A
  • Enables the use of the company’s unique ‘My Domain’ name on all URL’s across the org, including Experience Cloud sites, Salesforce sites, etc.
  • It meets the latest browser requirements
  • It is recommended for all Salesforce orgs and would be required by the Summer ‘22 release
  • These Domains are available in Hyperforce orgs and in orgs that have a deployed ‘My Domain’ that is routed via the Salesforce Edge Network
  • It is not going to be available in scratch and Developer Edition orgs
196
Q

Enhanced Transaction Security

A
  • Can be used to intercept real-time events and applyappropriate actions to monitor and control user activity
  • When a policy is triggered, a user can be blocked or multi-factor authentication can be enforced. Optionally, in-app or email notifications can be received
  • A user can be blockedfrom completing a request. When a policy with a block action is triggered during a report view, the user sees a message explaining the action
  • A default or custom e-mail notification can be sent. It contains the policy that was triggered, the event or events that triggered it, the policy’s ID, and related event fields
  • Examples of real-time event monitoring eventsthat support transaction security policies are ApiEvent, ReportEvent, LoginEvent, ListViewEvent, etc.
197
Q

Platform Event-Triggered Flows

A
  • Can be used to detect certain types of threat events and take proactive measures
  • Can be created for API Anomaly Event, Credential Stuffing Event, Report Anomaly Event, and Session Hijacking Event
  • A Flow triggered by a threat event can be used to send e-mail notifications, deactivate affected users, reset passwords, generate cases, etc.
  • For example, when an anomaly is detected in how a user makes API calls, this type of flow can automatically generate a case for a follow-up investigation
  • Customers who have purchased the Salesforce Shield or Event Monitoring add-on can use flows with threat events
198
Q

GDPR (General Data Protection Regulation)

A
  • A European data protection law that regulates the processing, collection, storage, transfer, or use of personal data about EU individuals
  • A data protection law defining how personal information of EU individuals needs to be handled
  • Defines how personal information of EU citizens and residents must be handled and has high penalties for violation
  • Gives individuals more control over how their data is collected, used, and stored
  • Applies if an org contracts with an EU individual or business regardless if the org has a physical presence in the EU
  • Applies to marketing activities and handling personal and sensitive information
  • Orgs need to take measures to minimize the amount of personal information stored and not keep information for longer than necessary
199
Q

Data Protection

A

Options include encryption, data masking, event monitoring, sharing settings, field-level security, and session settings

200
Q

Data Processor

A
  • Processes data upon behalf of the data controller
  • This is Salesforce
201
Q

Data Controller

A

Salesforce customer that is responsible for managing customer data

202
Q

Data Subject

A
  • Any individual data collected that relates to a Lead, Contact, or Person Account
  • Can also be a Salesforce end user
203
Q

Data Classification Fields

A

Include owner, field usage, data sensitivity, and compliance categorization levels

204
Q

6 Key Principles of GDPR

A

1.) Legitimate Purpose
2.) Data Deletion
3.) Secure
4.) Consent
5.) Accurate
6.) Accountable

205
Q

Legitimate Purpose

A
  • Personal Data can only be collected for a legitimate purpose
  • Data use must be limited, explicit, and for specific purposes
206
Q

Data Deletion

A

Personal Data MUST be deleted if it is no longer required for the original purpose

207
Q

Secure

A

Data must be kept secure and measures MUST be put in place to prevent unauthorized access, disclosure, loss, destruction, or alteration

208
Q

Consent

A
  • Consent to collect and store personal data must be ‘freely given, specific, informed, and unambiguous’
  • It can be revoked
209
Q

Accurate

A

Personal Data collected must be accurate and kept up to date

210
Q

Accountable

A

Data is handled according to GDPR principles and demonstrate compliance via record keeping and reporting

211
Q

Data Retention

A
  • This type of policy can be used to classify and define how long data should be retained
  • This type of policy can be defined for field history using Field Audit Trail
  • Customer 360 Privacy Center can be used to define these types of policies
212
Q

Data Model

A

Can be made GDPR compliant using standard Salesforce data privacy objects and custom objects as required

213
Q

Personal Data

A

Any data that can identify an individual

214
Q

Sensitive Data

A

A subcategory of personal data and needs to be highly protected due to the risk of loss, harm, damage or discrimination

215
Q

8 Individual Rights under GDPR

A

1.) Right of Access
2.) Right of Rectification
3.) Right to be Informed
4.) Right to Erasure
5.) Right to Restrict Processing
6.) Right to Data Portability
7.) Right to Object
8.) Right of Automated Decision-Making and Profiling

216
Q

Right of Access

A

Individuals have the right to know exactly what information is held about them and how it is processed

217
Q

Right of Rectification

A

Individuals have the right to have inaccurate or incomplete personal data rectified

218
Q

Right to be Informed

A

Organizations must be completely transparent in how they are using personal data

219
Q

Right to Erasure

A

Individuals have the right to have their personal data deleted or removed in certain situations

220
Q

Right to Restrict Processing

A

Individual’s right to block or suppress processing of their personal data

221
Q

Right to Data Portability

A

Right to receive the personal data in a structured, commonly used, and machine-readable format and have the right to transmit those data to another controller

222
Q

Right to Object

A

Individuals have the right to object to their personal data being used (ex: for direct marketing)

223
Q

Right of Automated Decision-Making and Profiling

A

Right not to be subject to a decision based solely on automated processing, including Profiling

224
Q

‘Privacy By Design’ Principle

A
  • Contained within the GDPR; data protection through technology design
  • Means any and all businesses wishing to be compliant will have to design policies, procedures, and systems which comply with the GDPR from the inception of the product’s or processes’ development
225
Q

GDPR Data Model

A
  • The Data Model MUST enable GDPR principles of recording consent, enabling export and deletion of data, and only capturing and retaining data for legitimate purposes
  • Must be considered in relation to standard objects (Lead, Contact, Person Account, User) object and custom object records that record personal and sensitive information
  • Can use standard objects provided by Salesforce for this purpose (ex: Individual, Consent objects), but can also include custom objects for specific purposes
  • E-mail functionality will check and warn if standard e-mail opt-out fields are checked
226
Q

7 Components of Salesforce Security Control

A

1.) Field Access
2.) Record Access
3.) Object Access
4.) Role Hierarchy
5.) Sharing Rules
6.) Manual Sharing
7.) Public Groups

227
Q

Field Access

A

Field-level security can be defined in Profiles to control visibility to fields within records

228
Q

Record Access

A

Org-wide defualt setting determines users’ access to records they don’t own

229
Q

Object Access

A

A User’s Profile determines whether a User can access an object and the access level

230
Q

Role Hierarchy

A

Users above the owner in this have access to records owned by the owner

231
Q

Manual Sharing

A

Users can ______________ individual records with other Users using the ‘Sharing’ button

232
Q

Public Groups

A
  • This type of group can be used in an org and may contain specific users, users in particular roles or territories, users in roles and those below them in the hierarchy, and other ______ groups
  • This type of group can be created for features such as Sharing Rules, Sharing Records, adding Users to a Content Library, and folder access
  • ONLY Admins can create these types of groups
  • Users in these types of groups can be made up of Users, Roles, Roles and Subordinates, Territories, & Territories and Subordinates
233
Q

Profiles

A
  • Determines which objects a User can access and what actions they can take on those objects
  • Also determines Permissions on objects and access to tabs and apps
  • New ones are ALWAYS cloned from an existing _______
  • Standard ________ are assigned to Users. These CANNOT be edited but CAN be cloned
  • Standard ________ have several profiles that come right out-of-the-box and are immediately available to assign to a User. These include:
    1.) Standard User
    2.) Contract Manager
    3.) Minimum Access - Salesforce
    4.) Marketing User
    5.) Solution Manager
    6.) System Administrator
  • Permissions on objects can set to:
    1.) Create
    2.) Read
    3.) Edit
    4.) Delete
    5.) View All/Modify All
  • These include 2 types of settings:
    1.) App Settings
    2.) System Settings
234
Q

Standard User

A
  • 1st example of a Standard Profile
  • Create, Read, Edit, and Delete for most objects, Run Reports, View Org Setups, View but not manage campaigns, and Create but not review solutions
235
Q

Contract Manager

A
  • 2nd example of a Standard Profile
  • Standard User + Manage Contracts
236
Q

Minimum Access - Salesforce

A
  • 3rd example of a Standard Profile
  • Least-privilege access with Access Activities, Chatter Internal User, Lightning Console User, and ‘View Help Link’ permissions
237
Q

Marketing User

A
  • 4th example of a Standard Profile
  • Standard User + Import Leads, Manage Campaigns, Create E-mail Templates, and Manage Public Documents
238
Q

Solution Manager

A
  • 5th example of a Standard Profile
  • Standard User + Review and Publish Solutions
239
Q

System Administrator

A
  • 5th example of a Standard Profile
  • Access to all functionality that doesn’t require an additional license
  • Configure and customize the application
  • Can View and Modify All Data, which overrides all Sharing Rules
240
Q

App Settings

A
  • 1st type of Standard Profile setting
  • Defines which apps are available to users with a particular Profile, permissions specific to apps, access to pages, and object permissions
241
Q

System Settings

A
  • 2nd type of Standard Profile setting
  • Includes settings that apply to ALL apps, such as security settings and overall data visibility
242
Q

Org-Wide Defaults

A
  • Determines access to other Users’ data for records they do NOT own
  • Provides access to custom objects and MOST standard objects
  • The 5 types of access are:
    1.) Public Read/Write/Transfer
    2.) Public Read/Write
    3.) Public Read-Only
    4.) Private
    5.) Controlled by Parent
  • Changing these settings and increasing default access (ex: From Public Ready-Only to Public Read/Write) will take effect IMMEDIATELY)
  • Changing these types of settings and decreasing default access in an existing org with significant data will take some time for Salesforce to recalculate User access
243
Q

Public Read/Write/Transfer

A

Users can view, edit, and change ownership (ONLY for Leads and Cases) with this level of access

244
Q

Public Read/Write

A

Allows Users to view and edit other Users’ records

245
Q

Public Read-Only

A

Allows Users to view other Users’ records but NOT edit them

246
Q

Private

A

Users cannot see other Users’ records unless it is shared or if the User is above the record owner in the role hierarchy

247
Q

Controlled by Parent

A

Users can perform an action based on if they can perform the action on the Parent object (ex: Contact actions are controlled by the actions available on an account)

248
Q

Pricebook

A
  • A list of products and their prices
  • This is the master list of all my org’s products and their default standard prices
  • Salesforce creates this when I start creating product records
249
Q

3 Pricebook object access options

A

1.) Pricebook: Use
2.) Pricebook: View Only
3.) Pricebook: No Access

250
Q

Pricebook: Use

A

All Users can view pricebooks, add pricebooks to Opportunities, and add products in the pricebooks to Opportunities with this option

251
Q

Pricebook: View Only

A

With this option, Users can view pricebooks but only users with ‘Edit’ permission on Opportunities or Users that have been manually granted access can add pricebooks to Opportunities

252
Q

Pricebook: No Access

A

Users do NOT have visibility to pricebooks and cannot add them to Opportunities UNLESS it has been manually shared with them with this option

253
Q

2 Activity object access options for for OWD settings

A

1.) Activity: Private
2.) Activity: Controlled by Parent

254
Q

Activity: Private

A
  • Only the owner of the activity and Users above the owner in the role hierarchy can edit and delete the activity with this option
  • Users that have read access to the record that is related to the activity can view the activity
255
Q

Activity: Controlled by Parent

A

Activity permissions are determined by the access the user has on the record or records related to the activity with this option

256
Q

3 Campaign object access options with OWD settings

A

1.) Campaign: Public Full Access
2.) Campaign: Controlled by Campaign
3.) Campaign: Controlled by Campaign Member

257
Q

Campaign: Public Full Access

A

Users can view, edit, transfer, delete, and report on all Campaign records with this option

258
Q

Campaign Member: Controlled by Campaign

A

Only users who have access to the campaign are able to see the details of the campaign members related to the campaign with this option

259
Q

Campaign Member: Controlled by Campaign Member

A

Users can only see the campaign members whose Lead or Contact records they already have access to with this option

260
Q

2 User object access options

A

1.) User: Private
2.) User: Public Read Only

261
Q

User: Private

A

All Users have read access to their own user record and those below them in the role hierarchy with this option

262
Q

User: Public Read-Only

A
  • ALL Users can see one another’s user detail pages with this option
  • They can also see all Users in lookups, list views, ownership changes, user operations, and search
263
Q

4 Personal Calendar object access options

A

1.) Calendar: Hide Details
2.) Calendar: Hide Details and Add Events
3.) Calendar: Show Details
4.) Calendar: Show Details and Add Events

264
Q

Calendar: Hide Details

A

Others can see whether the User is available but cannot see any information about the User’s calendar events with this option

265
Q

Calendar: Hide Details and Add Events

A

Same as ‘Hide Details’ with the addition of being able to insert events in other Users’ calendars with this option

266
Q

Calendar: Show Details

A

Users can see information about events in other users’ calendars with this option

267
Q

Calendar: Show Details and Add Events

A

Same as ‘Show Details’ with the additional of being able to insert eventsin other users’ calendars with this option

268
Q

Record Access

A

In Salesforce, this type of acces is based on the concept of opening up record access from more restrictive to less restrictive

269
Q

Most to Least Restrictive Record Access in Saleforce

A

1.) Object (Profile object permissions and Permission Sets determine access to records owned)
2.) Org-Wide Default Settings (Determines access to records NOT owned)
3.) Role Hierarchy
4.) Sharing Rules (Record access is granted based on record owner or criteria)
5.) Manual Sharing (Users can manually share records with other Users)
6.) Team Access
7.) Territory Hierarchy Access

270
Q

Field-Level Security Settings

A

These will override field properties that were set in the page layout if these settings are more restrictive

271
Q

Object Permissions

A

Read-only field-level security will OVERRIDE the ‘Edit’ permission on the object

272
Q

View All Data and Modify All Data

A

Field-level security will OVERRIDE the ‘Modify All Data’ and ‘View All Data’ permissions

273
Q

Universally Required

A

These types of fields OVERRIDE field-level security and will appear on ‘Edit’ pages regardless of field-level security

274
Q

Role Hierarchy

A
  • A way to open up access to records owned by other users
  • Users whose roles are above in the hierarchy have access to records of users whose roles are below them in the hierarchy
  • This allows additional record access when the object OWD setting is set to more restrictive than Public Read/Write (ex: Private/Public Read-Only)
  • This is NOT an organizational hierarchy; this should be thought of as a data access hierarchy
  • This type of access does NOT override object access determined by Profiles (ex: If this setting for Opportunities is set to ‘Edit,’ but the Users’ Profie object permission for Opportunities doesn’t have ‘Edit,’ they will not be able to edit Opportunities)
275
Q

Manager Groups

A
  • Allows users to share records up or down their management chain
  • This setting can be enabled on the ‘Sharing Settings’ page
  • Once enabled, users can share records with their managers or manager subordinate groups
  • Manual sharing, sharing rule, or Apex managed sharing can be used to share records with this type of group
276
Q

Sharing Rules

A
  • Allows record access to be:
    1.) Granted to other users based on their role, territory, public group membership, or manager groups, that they wouldn’t normally have access to according to the OWD settings
    2.) Extended across the role hierarchy, these types of records owned by 1 role with users in another role at the same level
    3.) Extended across the territory hierarchy, these types of records owned by users in a territory or with users in a territory
  • Access granted can be ‘Read Only’ or ‘Read/Write’
  • For campaign members, this option can inherit from Lead and Contact rules or from the Campaign itself
  • If this allows a User to view or edit certain records but the User’s Profile does not give them ‘Read’ access to the object, then the User will not be able to access the records associated with this option
277
Q

Manual Sharing

A
  • Allows users to share records with other users on a one-off basis
  • With this option, records can be shared with other Users, Roles, Roles and Subordinates, Territories, Territories and Subordinates, Public Groups, Manager Groups or Manager Subordinate Groups
  • Can be used to share specific records and manage record shares by clicking ‘Sharing’ on the record in Lightning Experience
  • This option includes a Share Window, which allows managing who the record is shared with and sharing any associated records
  • This is available only for Accounts, Opportunities, Cases, Contacts, Leads, and records of custom objects in Lightning Experience
  • The access level for the record and any associated records can be Full Access, Read/Write, Read Only, and Private
  • A User should be able to ______________ this record if they’re:
    1.) The owner of the record
    2.) Above the owner of the record in the role hierarchy
    3.) a User that has full access (ex: a Superuser)
    4.) Admin
    Access options:
    1.) Read/Write (view and edit, add associated records, notes and attachments)
    2.) Read-Only (view, add associated records, cannot edit or add attachments or notes)
278
Q

2 Manual User Record Sharing Options

A

1.) Turned On
2.) Turned Off

279
Q

Turned On

A
  • 1st Manual Sharing record sharing option
  • A user can manually share their own user record with other users using the ‘Sharing’ button
280
Q

Turned Off

A
  • 2nd Manual Sharing record sharing option
  • Sharing of one’s own user record can be disabled with the ‘Manual User Record Sharing’ checkbox on the ‘Sharing Settings’ page
281
Q

Sharing Hierarchy Button

A
  • Button which can be used to determine why a user has access to a record
  • This button is available for Accounts, Opportunities, Cases, Contacts, Leads, and custom objects
  • Button needs to be included in page layouts in order to be used
282
Q

‘View’ Options for Folder Access

A

1.) View reports and dashboards
2.) View who has what access

283
Q

‘Edit’ Options for Folder Access

A

1.) View reports and dashboards
2.) View who has what access
3.) Save a report or dashboard
4.) Rename a report or dashboard
5.) Delete a report or dashboard

284
Q

‘Manage’ Options for Folder Access

A

1.) View reports and dashboards
2.) View who has what access
3.) Save a report or dashboard
4.) Rename a report or dashboard
5.) Delete a report or dashboard
6.) Share a report or dashboard folder
7.) Rename a report or dashboard folder
8.) Change a folder’s sharing settings
9.) Delete a report or dashboard folder

285
Q

Restriction Rules

A
  • Can be used to control access of a group of users to a subset of records based on record and user criteria
  • It is available for custom objects, contracts, tasks, and events
286
Q

Scoping Rules

A
  • Controls the visibility of default records by filters based on users’ needs, specified by division, ownership, or record criteria
  • Records are still accessible based on sharing settings
  • Available for Account, Case, Contact, Event, Lead, Opportunity, Task, and custom objects
287
Q

Access

A
  • Exact ______ to Contact, Opportunity, and Case records can be specified.
  • This can be set to:
    1.) No Access
    2.) View
    3.) Edit Access
288
Q

Exact Access

A

This option only appear depending on the OWD settings of the object; they will NOT appear if the OWD setting is public

289
Q

8 Important User Permissions

A

1.) Run Reports
2.) Schedule Reports
3.) Subscribe to Dashboards
4.) Report Builder
5.) Create and Customize Reports
6.) Create and Customize Dashboards
7.) Manage Reports in Public Folders
8.) Manage Dashboards in Public Folders

290
Q

Run Reports

A
  • 1st important user permission
  • This permission allows users to run reports
  • It also allows viewing dashboards if the User has access to the Dashboard folder
291
Q

Schedule Reports

A
  • 2nd important user permission
  • This permission allows a user to schedule reports
292
Q

Subscribe to Dashboards

A
  • 3rd important user permission
  • This permission allows a User to subscribe to dashboards
293
Q

Report Builder

A
  • 4th important user permission
  • This permission allows users to create, edit, and delete reports in public and private folders in Salesforce Classic or Lightning Experience, depending on the selected permission
294
Q

Create and Customize Reports

A
  • 5th important user permission
  • This permission allows a user to create, edit, and delete reports in the ‘My Personal Custom Reports’ folder
  • Reports can also be saved to any shared folder if sharing rights allow
295
Q

Create and Customize Dashboards

A
  • 6th important user permission
  • This permission can be assigned to allow a user to create, edit, and delete dashboards in the ‘My Personal Dashboards’ folder
  • Dashboards can also be saved to any shared folder if sharing rights allow
296
Q

Manage Reports in Public Folders

A
  • 7th important user permission
  • When this permission is assigned, a user can create, edit, and delete reports, and manage their sharing in all public report folders
297
Q

Manage Dashboards in Public Folders

A
  • 8th important user permission
  • When this permission is assigned, a user can create, edit, and delete dashboards, and manage their sharing in all public dashboard folders
298
Q

Folders

A
  • These can be shared with Users, public groups, roles, or role and subordinates
  • There are three levels of access provided to a user, group, or role with this: View, Edit, and Manage
299
Q

List Views

A
  • Can be shared with:
    1.) Users
    2.) Roles
    3.) Public Groups
    4.) Roles & Subordinates
    5.) Territories
    6.) Territories & Subordinates
300
Q

Queues

A
  • Can be shared with:
    1.) Users
    2.) Roles
    3.) Public Groups
    4.) Roles & Subordinates
    5.) Territories
    6.) Territories & Subordinates
301
Q

Profile Settings

A
  • Profiles allow specifying settings related to a User’s access level for objects, apps, tabs, and page layouts
  • Settings are object-based
  • Settings allow access to certain Apps and Tabs
  • Determines which page layout a Profile uses
  • Object permissions can be set at the Profile level and include:
    1.) No Access
    2.) Read
    3.) Create
    4.) Edit
    5.) Delete
    6.) View All/Modify All
302
Q

Profile Permissions

A

A Profile can be used to grant app, system, or custom permissions to specific Users within an org

303
Q

Permission Sets

A
  • This can be assigned to a User to extend the User’s settings and permissions granted by their Profile
  • Used to expand user privileges beyond what their Profile allows
  • Add Permissions: Can allow be used to increase privileges, not remove
  • Assign to Specific Users: Enables granting of specific permissions and settings at the User level
  • Users can be assigned one or more ________________________
  • Includes most Profile settings (ex: object and field permissions, tabs, apps, and Visualforce page access)
304
Q

Permission Set Group

A
  • Can be created which groups permission sets together and then assigns them to a User
  • Mulitple __________ groups can also be assigned to a single User
  • Permissions in this type of group can be disabled or “muted” by adding a ‘Muting _____________’
  • Only 1 muting ___________ set is allowed in this type of group
305
Q

3 Groups of Org Permissions

A

1.) App Permissions
2.) Custom Permissions
3.) System Permissions

306
Q

App Permissions

A

These types of permissions control what actions can be performed in different apps (ex: Call Center App and being able to use Live Agent)

307
Q

Custom Permissions

A

These types of permissions MUST be enabled, and they can be used to grant access to custom apps or processes

308
Q

System Permissions

A

These types of permissions grant access to actions that are org-wide (ex: create report folders or use Chatter)

309
Q

Standard Profile

A

Existing Profiles in an org which can be assigned to Users and cloned but cannot be edited

310
Q

Custom Profile

A
  • Created when a Profile needs to be fully customized and a Standard _______ doesn’t meet the requirements
  • Can be created by cloning an existing Profile
  • Created to fully customize a Profile
  • It can be fully customized based on security requirements
  • These types of Profiles are NOT available in Contact Manager and Group Editions
311
Q

‘Restricted Profile Cloning’ option

A

When this option is enabled, ONLY permissions available to the org are going to be enabled in the cloned Profile

Prepare for Your Salesforce Administrator Credential (19 decks)

Brainscape helps you reach your goals faster, through stronger study habits.
© 2024 Bold Learning Solutions. Terms and Conditions