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Salesforce ADX 201 > Configuration and Setup > Flashcards

Configuration and Setup Flashcards

20%

1
Q

What do Locale settings achieve?

A

Locale settings control how different values are displayed within Salesforce

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2
Q

Give 4 examples of how locale settings change how information is presented.

A
  1. Language
  2. Format of date and time
  3. Address
  4. Currency
  5. Name
  6. Number fields
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3
Q

Is the locale setting an org-wide setting or an individual preference setting?

A

You can set it to be org-wide through company information or you can go into your settings to go change it just for yourself.

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4
Q

How does an admin control language settings? Can a user specify which language they wish to use instead?

A

Admins can set a default language, yes users can choose the language they wish to read in through their personal settings however the admin chooses the possible languages.

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5
Q

What are the three levels of language support does Salesforce offer?

A
  1. Fully supported
  2. End-user
  3. Platform only
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6
Q

What are fully supported languages in Salesforce and how many languages are there?

A

Fully supported languages mean all Salesforce features including UI, setup and help will display in the chosen language. 18 languages are supported.

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7
Q

What does end-user language support offer and how many are offered?

A

These languages will have translations for all standard object field labels and pages but not in setup and help. There are 17 languages offered.

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8
Q

What do platform languages support offer and how many are offered? What happens when a translation is not provided?

A

It is possible to provide translations for customizations and standard fields. If translations are not provided it will revert to English. There are over 30 languages.

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9
Q

How many characters are in an Org Id?

A

15

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10
Q

What are the three different licence types in Salesforce? Explain each.

A
  1. User licences - Provide baseline of features available to the user
  2. Feature licences - grant access to additional features not included in standard licence such as CRM content, Marketing and Knowledge. These are set in the user record.
  3. Permission set licences - Gradually grant additional access to features not included in the user licence.
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11
Q

What does Salesforce API achieve?

A

Salesforce API allows access to Salesforce programmatically instead of using the UI. Such as data loader or integration with other systems.

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12
Q

Where do you find API requests?

A

In the company information screen

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13
Q

Can a user select their own time zone?

A

Yes, there is an org-wide default setting the admin can set but the user can override this for their own personal preference.

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14
Q

How would an admin allow different currencies for the users?

A

They would enable the multi-currency setting on the company information page. Once enabled the admin can choose the currency available for users to be able to pick their desired currency.

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15
Q

How can you track conversion rates for currency overtime?

A

When enabling multi-currency you can enable Advanced Currency Management under the Manage Currencies tab.

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16
Q

How can a user see the converted currency amount to the users personal currency option?

A

By enabling multi-currency if the currency they are viewing is different to the currency they have chosen as a personal setting you can see the conversion in brackets by enabling Parenthetical Currency Conversion under the Manage Currencies tab.

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17
Q

How would you display the converted currency in a report?

A

Amount will be the org default in a report, if you wish to see the converted currency as well if parenthetical currency conversion is enabled you can insert ‘Amount (converted)’ into the report. It will allow you to change the converted currency at the bottom right of the report.

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18
Q

What are Business Hours and Holidays used for?

A

To outline the times when users are available to support the customers and are the basis for the computation of support processes hours (such as case escalation rules and entitlement processes).

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19
Q

Can you outline more than 1 business hour?

A

Yes, you can set different hours (maybe 24hr support for premium customers)

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20
Q

How would you avoid case escalations calculating during holidays such as Christmas?

A

You would insert a holiday into your org, this will cancel out during the period of the date and time.

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21
Q

What does a fiscal year achieve? What are the 2 types and explain them.

A

Fiscal year defines the business year of the company (accounting year, tax year etc).

Standard fiscal year - Follows the Gregorian calendar (12 months) and can be configured to start on the first day of any month.

Custom fiscal year - Defined in custom periods and can be based on existing templates.

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22
Q

How is storage handled in Salesforce? Name them and explain. How can you find how much storage you have left?

A

Data storage - Used by creating records

File storage - Used by storing files in attachments, documents chatter etc.

You can find the capacity under storage usage in setup.

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23
Q

What are the two options for displaying a default record page views?

A
  1. Full view - data-dense view that focuses on details and related lists
  2. Grouped view - divides record information into groupings across multiple regions and tabs
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24
Q

If you wish to not display a default page view, how can you customise it and how can it be applied?

A

You can use Lightning App Builder and apply it to apps, records or profiles. You can also override it to be an org default.

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25
Q

Explain what these UI features achieve:

  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
A
  1. Enable Hover Details - Display summary of a record when hovering over a record link, you can control the fields displayed in the compact page layout.
  2. Related List Hover Links - Adds related list links at the top of the record detail page or a custom object detail page in setup. This mainly affects Salesforce Classic.
  3. Inline Editing in Lightning Experience - When a user hovers over the field they can edit the field by using the pencil icon, if its a lock icon it is non editable.
  4. Disable Navigation Bar Personalization in Lightning Experience - Disables option for a user to customise an apps navigation bar
  5. Enable Printable List Views - A button will display to generate a print-ready format of the data in the view
  6. Enable Salesforce Notification Banner - Enable Salesforce notification banner on accounts, contacts, setup area and dashboards.
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26
Q

When will temporary tabs be used?

A

When a user clicks on an item that does not have a parent object in the nav bar.

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27
Q

How many active themes can be applied at once?

A

One

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28
Q

What does In-App Guidance achieve? Where can you insert it?

A

Used to create hands-on interactive tours to guide users through onboarding or feature introductions by step-by-step prompts.

You can insert it on object record pages, and object home pages, set up, create new records, and edit records.

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29
Q

How do you determine which fields are displayed when hover details are enabled?

A

The first few fields in the compact page layout determine the fields shown.

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30
Q

What is the App Menu used for?

A

Can be used to change the apps visibility in the app launcher.

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31
Q

What is the Guidance center used for?

A

Guides admins in setting up and enhancing the Salesforce org and provides recommendations tailored for the org at the admins experience.

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32
Q

What is Salesblazer segment and where can you find it?

A

You can find it on the Guidance center and its content authored by sales leads, sellers and sales ops experts.

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33
Q

What is the difference between Global search and Lookup search?

A

Global search is a search bar at the top that provides instant results and recent items when a user is searching.

Lookup search is search results when a user is searching through a lookup field. These are instant results and can provide a secondary field under the record name to provide more info. These results can be filtered.

34
Q

Does searching override field level secruity?

A

No - data in restricted fields do not return in the results.

35
Q

What is a federated search?

A

Allows users to search data stored in external repositories from the SF interface.

36
Q

What is a search layout?

A

Dertmines which fields users can view, filter on and sort by on the search results for a global or lookup search.

37
Q

How do you analyse a pages performance?

A

In lightning app builder when editing a page click the Analyze button. It will show the components that took the longest to load and should be moved to non-default tabs or in an accordion.

38
Q

What are utility items?

A

They are productivity tools that can be added to an app. They appear in the utility bar at the bottom of an app.

39
Q

Explain these 3 actions and what they do:

Global actions
Action layout editor
Object specific actions

A

Global actions - Available in places like the home page and allow action types such as create a record and log a call.

Action layout editor - Fields can be added, removed or reordered using the action layout editor for an object specific action.

Object specific actions - Allow creating a record that is related to the object for which the action is created.

40
Q

What are dynamic actions used for

A

Control the visibility of action buttons on a record page based on the values on the record.

41
Q

When moving metadata between orgs, what is source and target orgs?

A

Source orgs is the org that contains the newly made developments.

Target orgs is the org that requires the newly made developments.

42
Q

Explain these deployment tools:

  1. Salesforce extensions for visual studio code
  2. Code builder
  3. Change sets
  4. Salesforce CLI
  5. Developer console
A
  1. Visual studio code extensions that empower the editor for salesforce development and deployment of metadata to any org
  2. Code builder is a web-based integrated dev environment
  3. Change sets is a deployment tool used for migrating metadata between related orgs
  4. Command line interface that uses metadata API for development, deployment and other tasks.
  5. Native integrated development environment for developing and deploying metadata into associated orgs
43
Q

How does a change set work?

A

Its created by adding main and dependent metadata components in the source org. Before deployment, it needs to be uploaded.

You can validate the components before deployment.

44
Q

How do you establish deployment connections between orgs?

A

Under deployment settings.

45
Q

What are outbound and inbound change sets?

A

Outbound change set contains metadata that you want to send to another org.

Inbound change sets contains metadata sent from another org that you can validate and deploy.

46
Q

What are dynamic forms used for?

A

Enables you to customize the dynamic fields and sections displayed on a record detail page on specific criteria such as record type, user profile etc.

47
Q

How can you enhance the performance of records?

A

Enable separate loading of related lists, this will load the main record detail first then the related lists.

48
Q

What do these tab settings achieve?

  1. Tab hidden
  2. Default on
  3. Default off
A
  1. Tab will not be visible by default and user cannot enable
  2. Item is visible and can be visible in the app
  3. Item is visible but is not visible within the app
49
Q

Name what these four levels of security achieve in Salesforce.

  1. Organization Security Controls
  2. Objects
  3. Object record
  4. Fields on a record
A
  1. Organization Security Controls - Login hours, IP restrictions, password policies
  2. Objects - Profiles, permission sets
  3. Object record - Org-wide default, role hierarchy, sharing, teams
  4. Fields on a record - FLS, Page layout
50
Q

How can password policies be applied?

A

Through profile and the org level.

51
Q

What does a setup aduit trail achieve?

A

Track recent setup changes that admins have made to the org. If a delegate user makes a setup change it will display.

52
Q

Difference between federated authentication and delegated autentication.

A

Federated authentication is default and allows affiliated but unrelated web services to share auth data.

Delegated authentication allows the usage of a preferred authentication provider. Uses stronger form of user authentication and makes the login page private and accessible behind a corporate firewall.

53
Q

Can you change session settings per profile or org?

A

Profile or org level. Profile settings will override org settings.

54
Q

Can login hours be applied per profile or org?

A

Just a profile only.

55
Q

What is login forensics used for?

A

Used to view suspicious login acitivty, users logged in more than the average number of times, outside IP ranges etc.

56
Q

What do enhanced domains achieve?

A

Enable the use of the company’s unique My Domain name on all URLs across the org (I.e. experience cloud sites, salesforce sites etc).

57
Q

What does View all and Modify all object permissions achieve?

A

If they are any sharing rules indicating a particular criteria of sharing, if this is marked on the profile it will override the sharing rule.

58
Q

Does role hierarchy override object access determined by profiles?

A

No - if the role hierarchy states edit access to accounts but the profile suggests no edit access it will not allow edits.

59
Q

What does a role hierarchy achieve?

A

Allows additional access to records when the object org-wide default is set more restrictive.

60
Q

What does a manager group enable and how does it know the manager?

A

Manager groups allow users to share records up or down their management chain. It’s based on the manager field on the user detail page.

61
Q

What does sharing rules achieve?

A

Sharing rules extends access to users based on their role, territory, public group membership or manager group that they wouldn’t normally have access to according to OWD.

62
Q

What do these following OWD sharing defaults do:

Public Read/Write/Transfer
Public Read/Write
Public Read Only
Private
Controlled by Parent

A

Public Read/Write/Transfer - Users can view, edit, and change ownership (only for leads and cases)

Public Read/Write - Allows users to view and edit other users records

Public Read Only - Allows users to view other users records but not edit

Private - Users cannot see other users records unless it is shared or if the user is above the record owner in the role hierarchy

Controlled by Parent - Users can perform an action on if they can perform the action on the parent object

63
Q

Difference between permissions sets and muted permissions set?

A

Permissions sets allow you to gradually increase access ontop of a profile’s access.
Muted permission sets revoke that access.

64
Q

What checks are done when users try to access a SF org? Name 3.

A

Profile level login hours
Profile level IP ranges
Company-level trusted IP ranges
Activation code validation

65
Q

Name 4 password requirements an admin can set.

A

Password expirations
Complexity of password
Length of password
Minimum password lifetime
Password history enforcement

66
Q

What does OWD settings achieve?

A

Determine access to records the user does not own and sets base record access for the org.

67
Q

What should be considered when changing OWD settings?

A

If increasing access changes will happen immediately.

If decreasing it can take time depending on data volume.

68
Q

What is the purpose of a public group?

A

Allows easier sharing as you can bunch the users, roles or terrorities together into a group.

69
Q

Which OWD sharing setting can be used for the campaign member object to allow all users to see only the campaign members associated with the campaigns they have access to?

A

Controlled by campaign

70
Q

What does the setting Grant Access Using Hierarchies achieve on OWD?

A

For custom objects only if unchecked (default is checked) it prevents managers from inheriting access through roles.

71
Q

How do you access OWD setting?

A

Sharing settings under Setup

72
Q

What objects use Public Read/Write/Transfer in OWD? What does the transfer mean?

A

Leads and cases.

Allows you to transfer records to other users.

73
Q

What happens to objects that look to another object if the main object was set to Private on OWD? Example: Account

A

If you change the Account object to Private on OWD it will ask if you change opportunities and case access to private too.

74
Q

Explain the access levels for OWD:

Controlled by parent
Private
Public read only
Public read/write
Public Read/Write/Transfer
Public full access

A

Controlled by parent - User can perform an action (view, edit, or delete) on a contact or order based on whether they can perform the same action on the parent record. An example is if a contact is affiliated with Acme and the user can edit the contact, they can also edit the Acme account.

Private - Only the record owner and users above the role can view, edit and report on those records

Public read only - all users can view and report on records but not edi. Only the owner and users above that role can edit.

Public Read/Write - All users can view, edit and report all records.

Public Read/Write/Transfer - All users can view, edit, transfer and report all records for cases or leads,

Public full access - All users can view, edit, transfer, delete and report on all records for campaigns only.

75
Q

What is the purpose of teams and what objects can you create them on?

A

You can create teams for Accounts, Case and Opportunity. They allow you to add members and roles with their specific permission to the record when you share it to the team.

76
Q

What 2 fields have to be the same when only creating multiple users at once?

A

Username and email

77
Q

When data loading users onto an org, will it generate a new password email?

A

No

78
Q

Whats the difference between trusted IPs and Login IPs?

A

Login IPs can be defined at the profile level. Any user outside of the IP range will be refused entry.

Trusted IP ranges can be defined at the org level. You define a list of IPs from which a user can log in without receiving a login challenge.

79
Q

How can you define sensitive data?

A

Einstein Data Detect is used to define sensitive data.

80
Q

What is enhanced transaction security?

A

It can bock report export requests and send email notifications when it has been attempted.

81
Q
A

Salesforce ADX 201 (7 decks)

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