**FOF- Config and setup exam Qs Flashcards

1
Q

Enable editing miltiple records on a single page and save the changes at the same time

A

Enable enhanced lists and enable inline editing
In user interface settings

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

To change sets between two orgs

A

They must be affiliated with the same production org
There must be a deployment connection between them

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

what do changesets do

A

Send customisations from one salesforce org to another
Often used to move information from a sandbox org to production org.
Change sets can only contain modifications made through the setup menu
Inbound changes in deployment settings must be enabled in production org to receive changes from a sandbox org

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

What does locale control

A

Format of dates and times, display format of addresses, name format

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

What does einstein search include

A

Personalisation, natural language search and actionable instant results

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

What objects is duplicate management available for?

A

Leads, contacts, accounts and custom objects

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

Sharing rules

A
  • Based on record owner (public groups, roles, roles and subs) or criteria from fields
  • Shared with public groups, roles, roles and rubs
  • Can grant read only or read/write access
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

sharing forecasts

A
  • Users can be assigned as forecast managers
  • Forecast managers in a role-based forecasts hierarchy can share their forecasts page with any salesforce user using the share button
  • Access can be set to ‘View only’ and ‘View and Edit’
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

What is provided in salesforce mobile app with ‘Lightning for tablet’ enabled?

A
  • Design time previews in the lightning app builder
  • Rotate screen
  • Better performance
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

Objects buld macros can be run on

A

Accounts, cases, contact, leads

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

Bulk updates

A
  • Update up to 200 records at a time
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

List view facts

A

Enable basic filtered view of records from a single object
Users can create own list views
Contact list view results can be added to campaigns
Loads up to 50 values
- Cannot export data (unless you use an app exchange partner)

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

Report facts

A

Combines data from multiple records
- up to 4 objects
- up to 1,000 fields
- Tabular, summary
- up to 20 additional filters in filter pane
- can enable field editing

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

What appears in unresoved items after syncronising to outlook?

A

Contacts, events, emails and tasks

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

Salesforce archive these activities

A

Events ended more than 365 days ago
closed tasks due more than 365 days ago
closed tasks created more than 365 days ago (no due date)

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

What are the three levels of access you ca grant to report and dashboard folders?

A
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
17
Q

Considerations for resetting passwords

A
  • only an admin can reset single sign on passwords
  • may need to reactivate devices
  • resetting a locked user unlocks account
  • reset password link (user) => need security question
  • Passwords can’t be reset using the Salesforce mobile app.
  • ## reset password link works up to 5 times in 24 hours
18
Q

Worflow actions acronym

A

FETO
Field update
Email alert
Task
Outbound message

19
Q

Opportunity update reminders

A

Must be enabled, let manager keep track of sales team. If question asks about how sales reps can keep track of other reps answer dashboards and chatter groups

20
Q

How often schedule report refreshes?

A

Daily, weekly or monthyl

21
Q

Content delivery

A

Allowd you to convert documents with powerpoint and word into web based version for online viewing.

22
Q

Marketing user

A

When you check the Marketing User at user level that basically enables the use of Marketing features. Create, edit, and delete campaigns, configure advanced campaign setup, import leads, and update campaign history.

23
Q

3 levels of access for report and dashboard folder

A

Editor, manager, viewer

24
Q

Einstein opportunity scoring

A

has top positives and top negatives

25
Q

Global actions

A
26
Q

Flow distribution

A
27
Q

lightning partner community

A
28
Q

When adding a custom field

A
  1. Select the field type
  2. Enter field details
  3. Set field level security
  4. Select which page layouts to add the field
29
Q

Data import wizard can import

A

accounts, contacts, leads, solutions, campaign members, and person accounts. + custom objects

30
Q

Access to files attached to records can set via

A

Sharing settings and toggled between ‘Viewer’, ‘Collaborators’ and ‘Set by record’

31
Q

What cannot be rolled back in flow debug tool

A

non-DML statement such as HTTP requests, asynchronous actions and asynchronous DML actions

32
Q

Which three items are available in the mobile navigation menu

A

Dashboards, chatter, lightning app pages

33
Q

Considerations when measuring which marketing initiatives provide the highest return on investment

A

VP of marketing can leverage standard campaign ROI reporting
- an opportunity is attributed to a single campaign for ROI calculations
- Campaign influence can be used to establish an opportunities relationship with multiple campaigns

34
Q

When you delete a case

A

All related events, tasks case comments and attachments are deleted

35
Q

where can the multilingual solution search feature be enabled in salesforce?

A
  • Self-service portal
  • Public knowledge base
36
Q

Do session based permission sets exist

A

yes

37
Q

Bypass security token for data loader

A

add ip address to trusts ip ranges

38
Q

Lightning experience feature to send emails

A

List email
- allows personalised individual emails to be sent to multiple contacts, leads or campaign members.
- Email templates with merge fields can be used to customise each of these emails
- replaces mass email feature from salesforce classic

39
Q

What is required to to automatically add leads to salesforce from linkedin

A

Linkedin lead gen form
lead gen field mapping
linkedin ad account

40
Q

Actions supprted for joined reports in Lightning experience

A

Convert unjoined reports into joined reports
rename and reorder blocks
create cross-block summary formulas

41
Q

What can be added as an attendee to the event page layout

A

Users, contacts, leads

42
Q
A