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Salesforce Admin Cert Part 2 > Flashcards > Flashcards

Flashcards

1
Q

If the Contact Status is “New” and the Contacts email is known, send a welcome email by updating a Flow with a ___ element to send the email

A

Decision Element (if-then statement)

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2
Q

Contradicting ___ rules for the same field will cause users to be unable to save a record

A

Validation Rules

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3
Q

What features do record types offer?

A

Business processes, different picklist values and page layouts

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4
Q

Use ___ to change the location of a field on a page and use ___ to change the values that appear

A

Page Layout, Record Type

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5
Q

When sending email alerts, Salesforce allows up to ___ additional email addresses for recipients who are not uses, leads or contacts

A

Five

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6
Q

A ___ is a group of people that work together to solve a Case

A

Case Team

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7
Q

You can add up to ___ users at a time to your organization

A

Ten

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8
Q

___ determines the display formats for date/time, names, addresses and commas/periods in numbers

A

Locale

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9
Q

Up to ___ objects may be linked in a report type

A

Four

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10
Q

Assignment rules automate your organizations ___ and ___ processes

A

Lead and Support

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11
Q

___ rules automatically reassign cases when the case meets the criteria defined in the rule entry

A

Escalation Rules

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12
Q

Master-Detail is a custom field that is used when creating a ___ object

A

Junction

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13
Q

The junction object allows a _____ relationship

A

Many-to-many Relationship (master-detail)

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14
Q

Use the debug tool to check your work as you develop a ___

A

Flow

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15
Q

Initial Submission Actions can automate what actions?

A

Email notification, outbound messages, update status field, assign tasks

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16
Q

Mass Transfer Tool can transfer records from which objects from one user to another?

A

Accounts, Leads, Service Contracts and Custom Objects

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17
Q

Access to folder contents can be controlled based on what four things?

A

Roles, Permissions, Public Groups and license types

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18
Q

A ___ is a list of records that meet a specific filter criteria

A

List View

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19
Q

___ give particular users greater access by making automatic exceptions to org-wide sharing settings.

A

Sharing Rules

20
Q

Use sharing rules to extend sharing access to users in ___, ___ and ___.

A

Public groups, roles and territories

21
Q

Roll-up summary can be defined on ___ relationship only

A

Mater-Detail

22
Q

___ is a custom object field that calculates values from detail records or the records in a related list

A

Roll-up Summary

23
Q

___ fields can calculate sum, minimum value or maximum value of a field in the detail records related to a master record

A

Roll-up Summary

24
Q

What three objects can Campaign Members be added from?

A

Lead, Contact and Personal Accounts

25
Q

___ will be used as the foundation for all currency conversion rates when multiple currencies are enabled

A

Corporate Currency

26
Q

___ is a related list that allows multiple Campaign records to be associated with a single opportunity

A

Campaign Influence

27
Q

What two related lists should be added to the opportunity page layout to track how campaigns contribute to the overall pipeline?

A

Campaign Influence and Contact Roles

28
Q

When ___ and ___ are enabled, cases use feed layouts rather than standard page layouts

A

Case Feed Actions and Feed Items

29
Q

___ provides a way for employees, customers and partners to connect in one place.

A

Sites using Experience Cloud

30
Q

Each Dashboard can have up to ___ components

A

Twenty

31
Q

A custom report type must be ___ for users to have access to it

A

Deployed

32
Q

___ and ___ permissions are object specific
___ and ___ permissions are for the entire org

A

View All and Modify All
View All Data and Modify All Data

33
Q

What are three ways to make a custom field required?

A

Field-level (all the time no matter how the record is saved)
Page layout (only required a particular page layout)
Validation rule (makes fields required conditionally)

34
Q

Use ___ to verify that the data a user enters in a record meets the standards you specify before the user can save the record

A

Validation Rules

35
Q

___ is used to import 50,000 to 5 million records, schedule regular data loads and export your data for backup purposes

A

Data Loader (must be installed separately)

36
Q

___ is used to import less than 50,000 records and your data doesn’t include complex field mappings

A

Import Wizard

37
Q

The ___ report formula is used to find the sum, average, minimum or maximum value on an object
The ___ report formula is used to compare grouped data to other groups
___ report formulas apply to every record in a report

A

Summaries (what is the average age of all our cases?)
Summary Formulas (after deducting taxes and expenses, what are our net earnings)
Row-level Formulas (How many days did it take each opportunity to close?)

38
Q

Similar to a spreadsheet, ___ reports are best for creating lists of records or a list with a single grand total.

A

Tabular Report

39
Q

Licenses and Entitlements can be managed in ___

A

Company Information

40
Q

What should the Org-wide-default setting be if you want all employees to view and edit leads, but only want lead owners to be able to transfer a lead to a new owner?

A

Public Read-Write

41
Q

If you want all users to view Accounts and Contracts but don’t want users editing each others records, what should the Org-wide-default setting be?

A

Public Read Only

42
Q

What should the org-wide-default access level be if users (and those above them in the role hierarchy) should only see records they own?

A

Private

43
Q

A users has Create, Read, Edit and Delete permissions on contracts and the org-wide default is set to private, what can the user see and do with contracts?

A

Create new records
View, edit and delete records they own

44
Q

A users has Create, Read, Edit and Delete permissions on contacts and the org-wide default is set to Public Read Only, what can the user see and do with contacts?

A

Create new records
View all records (owned/not owned)
Cannot edit or delete records they don’t (can edit and delete records they own)

45
Q

If a users profile does not allow them access to Cases and the org-wide default is Public Read, what visibility does the user have on case records?

A

They cannot view, search or report on any case records in the system

46
Q

A users has Create, Read, Edit and Delete permissions on accounts and the org-wide default is set to Public Read Write, what can the user see and do with contacts?

A

Create new records
View, edit and delete all records (owned/not owned)

47
Q

Assign custom home pages to different ___

A

Apps and profiles

Salesforce Admin Cert Part 2 (2 decks)

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