Configuration and Setup III Flashcards
The place where every salesforce end users personal settings are established
User Record
All users must have a “___”, which determines their access to objects in addition to what privileges they have.
Profile
T/F
Users are permanent records that cannot be deleted
True
Since Users cannot be deleted, what are the two options to removing a user from access to their account
Deactivate, Freeze
This license determines the level of access to the org and what profile can be selected for a particular user.
User License
This license, such as Salesforce CRM Content User, provides access to additional features not included with the user license.
Feature License
These 5 steps are part of what creation
User Details User license role feature license profile localization
User setup
To complete the user setup process, the following 3 steps need to be done:
account verification
password
security question
T/F
For account verification links An email will be sent to the new user that contains the account verification link. By default, the link will expire after 7 days. The user will then be prompted to change their password
True
To add multiple users where do you go to click the ‘Add Multiple Users’ button (up to 10 at a time)
Manage User
Ho can users be created in batch
Data Loader
Localization on the user record, not to be confused with locale settings. Creates these 4 settings
Locale
Time and date
Language
Currency
This page provides information on past login attempts to the org
Login history page
MAXIMUM RECORD SIZE for login history is
20,000 attempts over 6 months
How can users self reset
By clicking the forgot password link on the login page
Self deactivation is mainly for these two types of users
External and chatter users
Manage users assign profiles reset/unlock MANAGE PERMISSION SETS PUBLIC GROUPS MANAGE CUSTOM OBJECTS
Are all things that “___” administrators can manage
Delegated Administrators
What are they two types of secondary mobile authentication
SMS, Salesforce Authenticator
What are the 4 levels of security
Org
Object
Object Record
Field Record
●Profiles
●Permission Sets
Are set on what level of security
Object
●Login Hours
●IP Restrictions
●Password Policies
Are set on what level of security
Organization
●Org-Wide Defaults ●Role Hierarchy ●Sharing ●Teams Are set on what level of security
Object Record Level
●Field-Level Security
●Page Layouts
Are set on what level of security
Fields on a Record
The “______” history helps to track the recent setup changes that administrators have made to the org. If there are multiple administrators in the org, this is of great help in keeping a record of the changes. It is located in Setup
setup audit trail
This type of Setup audit trail are Administration-related changes that are tracked include changes to Company Information, default settings like language or locale, users, portal users, roles, permission sets, profiles, etc
Tracked Changes
This type of Setup audit trail are Any changes related to 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.
Customization Changes
These changes are Changes to public groups, sharing rules, and organization-wide sharing settings, including the ‘Grant Access Using Hierarchies’ option, are tracked.
GROUPS & SHARING changes
Changes related to “____” that are tracked include use of the Data Import Wizard, exporting data, mass transfer or deletion of records, etc
data management
These changes the affect the connected app’sPIN length, inactivity timeout, email relay and or record filters.
EMAIL DELIVERABILITY AND DELIVERY changes
This can be used to track when users create, change, or delete a custom Lightning component.
Audit Trail
T/F
Admins can set up password restrictionsand lockout policies different from the Salesforce defaults. Those are applied to all users or changed by profile.
True