Flashcards
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
Decision Element (if-then statement)
Contradicting ___ rules for the same field will cause users to be unable to save a record
Validation Rules
What features do record types offer?
Business processes, different picklist values and page layouts
Use ___ to change the location of a field on a page and use ___ to change the values that appear
Page Layout, Record Type
When sending email alerts, Salesforce allows up to ___ additional email addresses for recipients who are not uses, leads or contacts
Five
A ___ is a group of people that work together to solve a Case
Case Team
You can add up to ___ users at a time to your organization
Ten
___ determines the display formats for date/time, names, addresses and commas/periods in numbers
Locale
Up to ___ objects may be linked in a report type
Four
Assignment rules automate your organizations ___ and ___ processes
Lead and Support
___ rules automatically reassign cases when the case meets the criteria defined in the rule entry
Escalation Rules
Master-Detail is a custom field that is used when creating a ___ object
Junction
The junction object allows a _____ relationship
Many-to-many Relationship (master-detail)
Use the debug tool to check your work as you develop a ___
Flow
Initial Submission Actions can automate what actions?
Email notification, outbound messages, update status field, assign tasks
Mass Transfer Tool can transfer records from which objects from one user to another?
Accounts, Leads, Service Contracts and Custom Objects
Access to folder contents can be controlled based on what four things?
Roles, Permissions, Public Groups and license types
A ___ is a list of records that meet a specific filter criteria
List View
___ give particular users greater access by making automatic exceptions to org-wide sharing settings.
Sharing Rules
Use sharing rules to extend sharing access to users in ___, ___ and ___.
Public groups, roles and territories
Roll-up summary can be defined on ___ relationship only
Mater-Detail
___ is a custom object field that calculates values from detail records or the records in a related list
Roll-up Summary
___ fields can calculate sum, minimum value or maximum value of a field in the detail records related to a master record
Roll-up Summary
What three objects can Campaign Members be added from?
Lead, Contact and Personal Accounts
___ will be used as the foundation for all currency conversion rates when multiple currencies are enabled
Corporate Currency
___ is a related list that allows multiple Campaign records to be associated with a single opportunity
Campaign Influence
What two related lists should be added to the opportunity page layout to track how campaigns contribute to the overall pipeline?
Campaign Influence and Contact Roles
When ___ and ___ are enabled, cases use feed layouts rather than standard page layouts
Case Feed Actions and Feed Items
___ provides a way for employees, customers and partners to connect in one place.
Sites using Experience Cloud
Each Dashboard can have up to ___ components
Twenty
A custom report type must be ___ for users to have access to it
Deployed
___ and ___ permissions are object specific
___ and ___ permissions are for the entire org
View All and Modify All
View All Data and Modify All Data
What are three ways to make a custom field required?
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)
Use ___ to verify that the data a user enters in a record meets the standards you specify before the user can save the record
Validation Rules
___ is used to import 50,000 to 5 million records, schedule regular data loads and export your data for backup purposes
Data Loader (must be installed separately)
___ is used to import less than 50,000 records and your data doesn’t include complex field mappings
Import Wizard
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
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?)
Similar to a spreadsheet, ___ reports are best for creating lists of records or a list with a single grand total.
Tabular Report
Licenses and Entitlements can be managed in ___
Company Information
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?
Public Read-Write
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?
Public Read Only
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?
Private
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?
Create new records
View, edit and delete records they own
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?
Create new records
View all records (owned/not owned)
Cannot edit or delete records they don’t (can edit and delete records they own)
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?
They cannot view, search or report on any case records in the system
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?
Create new records
View, edit and delete all records (owned/not owned)
Assign custom home pages to different ___
Apps and profiles
