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Salesforce Admin > Configuration and Setup > Flashcards

Configuration and Setup Flashcards

1
Q

What is a Change Set

A

Use change sets to send customizations from one Salesforce org to another.
-Change sets can contain only modifications you can make through the Setup menu
-Change sets contain information about the org. They don’t contain data

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2
Q

Inbound vs. Outbound Change Set

A

When you want to send customizations from your current org to another org, create an outbound change set. Once you send the change set, the receiving org sees it as an inbound change set. Only the inbound change sets must be authorized in Setup - Environments - Deploy - Deployment Settings

If a change set deployment fails, the entire transaction is rolled back

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3
Q

Users have asked for Parent account field to be displayed in the Account Lookup dialog. How can this be enabled?

A

Modify the account search results layout to include Parent Accounts

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4
Q

What features need to be set up to allow Knowledge articles to be separated into their respective areas and viewed on the site?

A

Data categories
Topics

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5
Q

What should be considered when creating home pages in Lightning experience?

A

Each app can have a different home page assigned
The home page can be customized for each profile - not each role

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6
Q

Universal containers would like to improve usability of their current lookup fields. When looking up a contact record, they would like to view Account and Email fields as well. What features helps them with this need?

A

Search layout

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7
Q

What is a search layout?

A

Allows you to determine which standard or custom headers are displayed when a record is presented in a particular context such as search results, lookup dialog or a related list.

This is what users see when Einstein search returns results.

Can be customized on a per object basis

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8
Q

Sales reps have informed their admin that they would like to edit opportunities online in the list view without having to edit each record individually. Which UI settings can the Admin change to meet this request?

A

Check Enable Inline editing and Enable enhanced lists

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9
Q

What is inline editing?

A

Edit fields directly from detail pages. Make sure enable inline editing is checked in UI.

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10
Q

What is a lookup field?

A

Any field that links to another record

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11
Q

Where can you edit tab order and hide tabs you don’t want to see?

A

User interface

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12
Q

What is a list view /custom list view

A

A list of accounts that meet certain criteria

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13
Q

What are account hierarchies?

A

A parent is the company HQ and child accounts are subsidiaries, branches, locations, etc

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14
Q

Page layouts

A

Use to modify the position of fields, links and related lists on Record detail pages. Then assign page layouts to profiles

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15
Q

What is a record type?

A

-use to make subsets of drop down lists
- first you need to create and then assign to profiles
- used for offering different business processes and picklist values to different user profiles

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16
Q

What are dependent picklists

A

Use to show values in a list based on what’s selected in another list
The field that determine another fields value is the controlling field
This can be a standard or custom pick list or a checkbox

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17
Q

What are workflow rules

A

Are the criteria set that when triggered tell salesforce to assign tasks or send emails

After being created, they need to be assigned

18
Q

What is a workflow field update

A

Specifies what field is updated on an object when a workflow rule is triggered

19
Q

Workflow alerts

A

Email templates that a workflow rule sends to specific recipients - create email template you will be using first

20
Q

Workflow tasks

A

Tasks that a workflow assigns to users when triggered

21
Q

What is a master detail relationship

A

Same as parent - child relationship. The relationship is required for the child and the value can’t be changed after the association is made.
If you delete the master record, you also delete it’s related children.
The master object controls who can view the detail’s data.

Exp: if you delete an account, all related records are also deleted

22
Q

What is a lookup relationship

A

Links one object to another so you can “lookup” one object from the related items on another object.
The objects don’t transfer sharing rules, they’re completely independent.
Can create as many as 5 lookup relationships with a custom object.

23
Q

How can you import data into SF?

A

Import wizard or data loader

24
Q

What is import wizard

A

Setup - Data management

25
Q

What is data loader

A

Setup - Data Management - Data Loader
- Use to bulk import data from .csv file
- Use to insert, update, delete and extract SF records

26
Q

What is a Flow

A
27
Q

What are campaign members

A
28
Q

What is the SF auto report builder

A
29
Q

What is a pinned list view

A
30
Q

Where can you hide or change the default order of apps?

A

App menu in setup

31
Q

What are enhanced lists

A
32
Q

What is a custom
Component

A
33
Q

What is a lightning web component

A
34
Q

What is a lightning component

A
35
Q

What type of report do you want to use if primary use case is making a list?

A report of all open opportunities would be a Tabular report type

A

Tabular

36
Q

What do you use a Summary report for?

A

To group and summarize. Similar to tabular but you can group rows of data, view subtotals and create charts.

37
Q

What do you use a Matrix report for?

A

To group and summarize by row and by column. Provide most detailed view of data. Use for a totals of revenue report or quantity of products sold.

38
Q

What is a hierarchical relationship ?

A

This is a special type of lookup relationship. Only available for the user object. Use for things like creating management chains between users.

39
Q

What can be configured under Setup - Password Policies

A
  1. Length of time before passwords expire
  2. How many passwords remembered
  3. Minimum password length
  4. Password complexity requirement
  5. If password can contain the word password
  6. Maximum invalid login attempts
  7. Lockout period
  8. Checkbox - allow use of self password resets
40
Q

What is a Quick Action?

A

Allows users to quickly create and modify records.

Salesforce Admin (1 decks)

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