Brainscape's Knowledge GenomeTM

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


See full index

Salesforce Admin 201 > Configuration and Setup > Flashcards

Configuration and Setup Flashcards

1
Q

What types of fields do locale settings affect?

A

Date and time
Address
Currency
Name
Number

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

In what places can language, locale, and timezone settings be changed?

A

Setup -> Company Information (company default)
Setup -> Users (admin assigning per-user)
User settings -> Language & Time Zone (per-user)

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

What is a fully supported language?

A

A language in which all Salesforce Features, including User Interface, Setup, and Help will display in the selected language.

Examples include English, German, French, Spanish, …

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

What is an End User language?

A

Languages that have translations for all standard object field labels and pages, but not Setup and Help.

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

What is a Platform language?

A

Languages in which it’s possible to provide translations for fields. If translations are not provided, labels fall back to English.

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

What languages can be selected as the company default?

A

All Fully Supported languages.
Any other languages enabled in Setup->Language Settings

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

What is a User License?

A

License that defines a user’s baseline features.

Examples include Salesforce, Salesforce Platform, Chatter Free, etc.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

What is a Feature License?

A

License that gives access to additional features not included in the User License.

Examples include Marketing, Knowledge, etc.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

What is a Permission Set License?

A

Licenses that gradually grant users access to features not included in their User License.

*These are basically just permission sets with a cap on the number of people that can be assigned to them.

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

Where can licenses be viewed?

A

Setup -> Company Information

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

What are API Limits and what is the limit window? Where can limits be checked?

A

The number of API requests that can be made in a 24 hour period.

Can be checked in Setup -> Company Information.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

What is the default currency setting in a Salesforce org?

A

Single currency

*The currency used will be whatever is specified in Corporate Currency, in Setup -> Company Information

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

What considerations does an admin need to be aware of when enabling multi-currency (in Setup -> Company Information)?

A

All currencies to be used need to be activated by the administrator.

Exhange rates between currencies should be added by the administrator.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

What is a dated exhange rate?

A

An exchange rate between currencies that applies specifically to the date in which an Opportunity closes.

*Advanced Currency Management must be enabled for this feature

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

How do Reports support multi-currency?

A

They display both a primary and secondary currency.

Primary = corporate default currency OR record currency.

Secondary = per-user default currency OR the currency specified in the report itself.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

What features do Business Hours and Holidays affect?

A

Case escalation
Entitlement processes

(Service/Support processes)

*Multiple sets of hours can be created and then one is recorded on each Case

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
17
Q

What features do Fiscal Years affect?

A

Forecasts
Reports
Quotas

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
18
Q

What is a Standard Fiscal Year?

A

Follows the Gregorian calendar (12mo)
Can start on the 1st of any month.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
19
Q

What are some considerations administrators need to have when enabling a new fiscal year structure?

A

If the user is enabling a custom FY, then it cannot be reverted back to strandard.

Doing so can delete existing forecasting if there is an overlap with the previous FY.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
20
Q

What are the limits on Data and File Storage? Where can an org’s current usage be viewed?

A

Data: 10GB + 20MB per user license
File: 10GB + 2GB per user license

Setup -> Storage Usage

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
21
Q

What are Big Objects?

A

A type of object that can be used to store particularly large objects. These are often either archived regular objects or data imported from other systems into Salesforce.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
22
Q

What does the “Enable Hover Details” UI setting do?

A

Enables a summary display of a record when hovering over a record link.

*Fields displayed are determined by the compact page layout

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

What does the “Related List Hover Links” UI setting do?

A

Adds related list links at the top of record detail pages.

*Mainly affects Salesforce Classic
*On by default

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

What does the “Inline Editing in Lightning Experience” UI setting do?

A

Displays a pencil or lock icon (depending on field access) when a user hovers over a field.

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

What does the “Disable Navigation Bar Personalization in Lightning Experience” UI setting do?

A

Displables the option for users to customize an app’s nav bar (tabs) in Lightning.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
26
Q

What does the “Enable Printable List Views” UI setting do?

A

Adds a button to list views that will generate a print-ready format of the data.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
27
Q

What does the “Enable Salesforce Notification Banner” UI setting do?

A

Disables the notification banner on Account, Contact and Dashboard pages, as well as in Setup.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
28
Q

What branding options are available for Lightning Apps?

A

App logo
Navbar color

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
29
Q

What is a Utility Bar?

A

A footer in a Lightning App that contains useful macros/actions.

*Configured by the admin via the App Manager in Setup

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

What is a Theme?

A

A group of branding settings that includes logo, colors, background, and banner images. Only one theme applies to the entire Salesforce org.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
31
Q

What is In-App Guidance?

A

A system that allows an administrator (Manage Prompts permission) to create a heads-on interactive tour to guide users through onboarding or a feature introduction.

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

What is the Guidance Center?

A

Gives administrators guidance in setting up and enhancing a Salesforce org.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
33
Q

What is Federated Search?

A

Allows users to search data stored in external systems, including getting results from external search engines.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
34
Q

What is a search layout?

A

Template that determines which fields users can view, filter on and sort by on the search results page for global and lookup searches.

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

What are some features included with Einstein Search?

*Enabled by default, only in Lightning

A

Search personalization - provides results most relevant to the user

Actionable results - actions on records can be completed as search terms are being typed

Natural language search - words and phrases are converted to usable search filters

36
Q

What are the two record list display types?

A

List view
Kanban view

37
Q

What are the three options for list view sharing?

A

Only the User that created the list view
All Users
A group of Users (inlcudes by Role)

38
Q

What is the Lightning App Builder?

A

A point-and-click tool for creating, customizing, and managing Lightning Apps and Pages.

39
Q

What is the Dynamic Forms feature and what kinds of objects are supported by it?

A

Breaks up record details into fields and sections in the Lightning App Builder.

Supports Accounts, Cases, Contacts, Leads, Opportunities, and Custom Objects.

40
Q

What are the three options an administrator has when assigning a home page to a set of users?

A

Assign to all users (all the time).
Assign to all users in a specific app.
Assign to all users in a specific app with a given profile.

41
Q

What are the three types of pages that you can create using the Lightning App Builder?

A

App page
Home page
Record page

42
Q

What are Component Visibility Rules?

A

Criteria used to display/not display a Lightning Component.

*Usually done through Permission Sets- all users with permission set configured in the compoment can see it

43
Q

What is the Lightning Usage App?

A

An app that provides metrics on Lightning usage data and performance. Can be used to identify areas in which improvements can be made.

44
Q

In what ways can a user customize the Navigation Bar?

A

Reorder tabs
Add tabs
Remove tabs
Rename tabs

45
Q

In what way can an administrator assign users to an app?

A

By profile

46
Q

What is a Standard Publisher Action?

A

Actions that are automatically included when Chatter is enabled

*Requires feed tracker to be enabled on the object

47
Q

What is a Custom Action?

A

Either global or object-specific actions that can invoke Lightning Components, flows, Visualforce pages, or canvase apps.

Examples include Create a Record, Send an Email, and Log a Call actions.

48
Q

What is a Default Action?

A

Per-object actions defined by Salesforce.

Examples include New Task, New Contact, etc. on the Account object.

49
Q

What is a Global Publisher Layout?

A

A layout for a global action.

50
Q

What is a Dynamic Action?

A

An record page action that can be displayed/hidden based on the record’s values.

51
Q

How can an administrator control the fields that are visible when a user performs an action in Salesforce?

A

By editing the associated action layout.

52
Q

What is a sandbox template?

A

A file that defines what data to transfer over from the source org when a refresh is performed.

53
Q

What is the proper format for a username in Salesforce?

A

Email format

54
Q

What fields are required to create a new user?

A

Last name
Alias
Nickname
Email
Username
User License
Profile

*Role is marked as required, but does not need to be selected to create a new user. Portal/Community users MUST have a role defined.

55
Q

What is the Email Domain Allowlist? Where can it be found?

A

Restricts domains that can be listed as part of a user’s email field. Found in Setup -> User Managment Settings.

*Enabled in User Management Settings

56
Q

What are some considerations about using the “Add Multiple Users” feature?

A

All users added this way will be assigned the same type of user license.

The username for each user will be the same as their email address.

Only 10 users can be created at a time.

57
Q

What does freezing a user account do? When should an admin freeze a user?

A

Prevents the user from being able to log into their account.

When the user should ideally by deactivated (employee moved on), but cannot immediately be deactivated.

*License is not released when an account is frozen

58
Q

In what cases can a user account NOT be deactivated?

A

If they are the sole recipient of a workflow email alert

If they are a customer portal administrator

If they are part of a custom heirarchy field

59
Q

What jobs can those in a delegated adiminstration group perform?

A

Manage users
Assign profiles
Unlock/reset passwords
Manage permission sets
Create/assign users to public groups
Manage custom objects

60
Q

What are the four levels of access restriction, from highest to lowest level?

A

Org
Object
Record
Field

61
Q

At what level are password policies and IP restrictions configured?

A

The profile level

62
Q

What is the Setup Audit Trail? What does it track?

A

Shows the 20 most recent Setup changes to the org.

Administration changes (Company Information, Users, Roles, Permission Sets, etc.)

Customization changes (Workflow Rules, Approval Processes, Flows, Page Layouts, etc.)

Groups and Sharing changes

Data management changes (Data Import Wizard, exporting data, deleting records, etc.)

Email deliverability and delivery

Delegated administrators

Notifications types

Apex

Lightning components

63
Q

What are the ways to unlock a user’s account once they’ve been locked out?

A

Hit the Unlock button on the user’s User Details.

Reset the user’s password.

64
Q

What is Federated Authentication?

A

Allows affiliated but unrelated service providers to share auth data. Salesforce org can be configured as an identity provider or service provider.

Example: Use Salesforce to log into something else.

65
Q

What is Delegated Authentication?

A

Ability to use credentials from an external authentication provider.

Example: Use Google to log into Salesforce

66
Q

What kinds of users are excluded from MFA requirements?

A

Chatter Free (automatically excluded)
Chatter External (automatically excluded)
Experience / Community users (can be excluded if administrator chooses)
Users logging in from IPs in org’s trusted IP ranges

67
Q

At what levels can session settings be configured?

A

Org-level
Profile-level
User-level (via permission set)

68
Q

What is Security Health Check?

A

Feature in Setup that helps in identifying and fixing potential vulnerabilities in key areas of security settings.

69
Q

What percentages do Very Poor, Poor, Good, Very Good, and Excellent correspond to in Security Health Check?

A

54% and below
55% - 69%
70% - 79%
80% - 89%
90%+

70
Q

What is My Domain?

A

A feature that allows the creation of a subdomain for the company’s org.

71
Q

What is Enhanced Domains?

A

Enables the use of a company’s MyDomain name to be used on all URLs accross the org, including sites.

72
Q

What is GDPR?

A

General Data Protection Regulation

A European data protection law that regulates the procesing, collection, storage, transder, or use of personal data about EU individuals.

Important highlights:
PD can only be collected for legitimate purposes.
PD must be deleted if it’s no longer needed.
Data must be kept secure.
Consent to collect data must be given.
PR must be accurate and kept up to date.

73
Q

What are the 4 main levels of access in Salesforce?

A

Org access
Object access
Record Access
Field Access

74
Q

What is role heirarchy access?

A

Gives user access to records that are owned by other users below them in the role heirarchy.

75
Q

Which takes precedence: role heirarchy access or object access?

A

Object access

76
Q

What is manager group access?

A

Allows sharing of records with manager(s) specified on a user record.

77
Q

Who can manually share a record?

A

Record Owner
User above record owner in the role heirarchy
User with “full” access
Administrators

78
Q

What is the sharing heirarchy button?

A

Button on accounts, opportunities, cases, contacts, leads and custom objects that hwos why a user has access to a record.

79
Q

What is a muting permission set?

A

A permission set in a permission set group that mutes/reverses permissions granted by other permission sets in the group.

*Only one per permission set group

80
Q

Where can a user find information on their license totals/usage?

A

Setup -> System Overview
Setup -> Company Information

81
Q

What objects can be Campaign Members?

A

Accounts
Contacts
Leads

82
Q

What is Schema Builder?

A

A tool that can be used to view the Salesforce Data Model, including creating objects, fields, and relationships.

83
Q

What is a consideration when deleting a master object that is part of a master-detail relationship?

A

All details (child) objects will also be deleted.

84
Q

How does security work with objects that have a master-detail relationship?

A

The detail (child) object inherits the sharing and security settings of the master (parent) and has no settings of its own.

85
Q

How do you implement a many-to-many object relationship?

A

Create a third junction object with two master-detail relationships to the two objects.

86
Q

Recrod types can be used to drive…

A

Picklist values
Page layouts
Business processes

87
Q
A

Salesforce Admin 201 (1 decks)

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