Data, Analytics, workflow, and Automation Flashcards
How would you configure a report for each sales rep to see their own open opportunities?
1 answer
Create a report filtered by My Opportunities
What two types of reports show how many leads are in a pipeline based on lead status and what percent each lead status represents?
2 answers
Pie chart
Donut chart
A user with the View All Data permission sees no opportunities when looking at a Sales pipeline report. While a different user can see the opportunities as expected. However opportunities should be visible to only those with permissions. What two actions should you preform to resolve the problem?
2 answers
Select save Hierarchy level on the pipeline report.
Update the report filter to show all Opportunities.
What should you configure to provide each Sales Rep a dashboard that shows their current Opportunity pipeline?
1 answer
Set the Dashboard Running user to “the dashboard viewer”
This will ensure the Dashboard shows only data relevant to the user viewing it.
What is the maximum number of components that can be added to a single Dashboard?
1 answer
20
What should you check when users are unable to find a custom report type?
1 answer
Make sure the report type is deployed
The org has a private data access sharing model. The product manager and sales representatives are in different branches for the role Hierarchy. What should you do to ensure the product managers can report on opportunities in their product line?
1 answer
Create a sharing rule based on criteria.
When regularly import accounts from an external order system with it’s own ID field for each record, how do you prevent duplicates during import?
1 answer
Create a unique External ID field on accounts in Salesforce for matching.
What two profile permissions do the Sales operation team need to import and export accounts, contacts, opportunities, and orders?
2 answers
API Enabled
Modify all for those objects
What feature allows you to require a value in a specific field, when the opportunity stage changes to closed?
1 answer
Validation rules
What happens to data while importing if the data does not meet the validation criteria?
1 answer
The import process will fail, but only for the records with invalid data.
The custom picklist field you created is showing different error messages when selecting either of the picklist values. What is likely the error?
1 answer
The picklist field has contradicting validation rules.
How long is data stored in the Recycle bin?
1 anwer
up to 15 days
Extra;
If the bin is full, it will begin permanently deleting the oldest records.
What method works the best when needing to update 20,000 existing account standard country fields to ISO codes?
1 answer
Mass update addresses
What set of Salesforce records are exported by choosing the “Export All” option instead of “Export” in Data Loader?
1 answer
Records for that object including records in the recycle bin.
When updating existing Account records in Import Wizard, what two values can be used to find mating records?
2 answers
Account Name
Site fields
What configuration options shows users the fields they must fill in prior to saving an record?
1 answer
Page Layout required fields
What is a Lookup filter?
1 answer
Settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.
Example;
Restrict the Account Name field on opportunities to allow only active accounts.
Explain Data Import Wizard.
3 answers
A tool used to import data for many standard objects.
(accounts, contacts, leads, solutions, person accounts, or campaign members)
Can import data for custom objects.
Can import up to 50,000 records at a time.
Extra;
Can help prevent duplicates by uploading according to Account name and site, contact email address, or lead email address.
What are Validation Rules used for?
1 answer
Verify that the data a user enters in a record meets the standards you specify before saving the record.
When would you want to use Data Loader?
3 answers
You need to load 50,000 to 5,000,000 records. You can load up to 5 million records at one time.
You want to schedule regular data loads, like nightly imports.
You want to export your data for backup purposes.
What is a CVS file?
3 answers
Comma Separated Values (CVS)
Plain text file that contains a list of data.
An accepted file format for Data loader and Data import wizard.
What report should an administrator use to display the number of contacts related to an account?
1 answer
Summary report with a report formula.
What three reports can be used to display a list of the Top 10 Accounts on a dashboard?
3 answers
Tabular report with Row to Display set to 10.
Summary report with a chart.
Summary report without a chart.
What should an administrator do to organise the fields available on a report?
1 anwer
Create a custom report type.
Describe Tabular Reports.
4 answers
The simplest and fastest way to look at data. Similar to a spreadsheet.
They consist of an ordered set of fields in columns, with each matching record listed in a row.
They are best for creating lists of records or a list with a single grand total.
They cannot be used to create groups of data or charts, and cannot be used in dashboards unless rows are limited.
Examples;
Mailing lists and Activity reports.
Define Summary Reports.
3 answers
Allows groups data by rows, the view of subtotals, and creating charts.
Can be used as the source report for dashboard components.
Use this type for a report to show subtotals based on the value of a field or when you want to create a hierarchical list.
Examples;
All opportunities for your team, subtotal by Stage and Owner.
After creating a process in Process Builder that sends out email alerts. One user complains about not receiving the emails while all other users receive the alerts. What should you do to troubleshoot the issue?
1 answer
Verify the User’s email address.
An action was created to send follow-up emails 2 days after a case is closed. What queue would you check to monitor pending actions?
1 answer
Paused flow interviews
In what order does Salesforce process the immediate actions associated with Workflow and related business automations?
Validation Rules, Assignment Rules, Auto-Response Rules, Workflow Rules, Escalation Rules
A team needs email alerts sent any time an opportunity or case is created on account they own. What is the minimum number of workflows needed for this task?
1 answer
Two workflow rules with one email alert each.
What are two final approval actions in an approval process?
2 answers
Add an Email alert
Send an outbound message
When wanting to assign a task automatically to account managers when an agreement is about to expire, what do you need to configure?
1 answer
Create a time-based Workflow on the account with a rule criteria if Agreement End Date > TODAY().
How many non Salesforce emails can you add to a single email alert?
1 anwer
up to 5 additional email addresses.
What is flow?
1 answer
An application that can execute logic, interact with the Salesforce database, call Apex classes, and collect data from users.
What are quick actions?
3 answers
They are object-specific or global.
Can create, Update, and Log a Call
Can be used in a process, and can only set values for fields that are part of the actions layout.
What is a process trigger?
2 answers
It tells the process when to start.
The configured trigger depends on what type of process you’re creating.
Record change
Event
Invokable
Explain Approval Process.
2 answers
Automates how records are approved in Salesforce.
Specifies each step of approval including from whom to request approval and what to do at each point of the process.
How do you delete an approval process?
2 answers
Make sure the process is inactive.
Delete pending approval requests associated and remove them from the recycle bin.
What do you you need to do to activate an Approval Process?
1 answer
The process must have at lest one step before it can be activated.
Extra;
After a process has been activated you cannot add, delete, or change the order of the steps. You cannot change the reject or skip behaviour. Even if the process is inactive.
Where can you check the Status of your import?
1 answer
Bulk Data Load Jobs from Setup
Extra;
The user who started the import will receive an email once the import has been completed.
