**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

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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

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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

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4
Q

What does locale control

A

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

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5
Q

What does einstein search include

A

Personalisation, natural language search and actionable instant results

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6
Q

What objects is duplicate management available for?

A

Leads, contacts, accounts and custom objects

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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
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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’
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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
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10
Q

Objects buld macros can be run on

A

Accounts, cases, contact, leads

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11
Q

Bulk updates

A
  • Update up to 200 records at a time
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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)

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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

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14
Q

What appears in unresoved items after syncronising to outlook?

A

Contacts, events, emails and tasks

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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)

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16
Q

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

A
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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
Global actions
26
Flow distribution
27
lightning partner community
28
When adding a custom field
1. Select the field type 2. Enter field details 3. Set field level security 4. Select which page layouts to add the field
29
Data import wizard can import
accounts, contacts, leads, solutions, campaign members, and person accounts. + custom objects
30
Access to files attached to records can set via
Sharing settings and toggled between 'Viewer', 'Collaborators' and 'Set by record'
31
What cannot be rolled back in flow debug tool
non-DML statement such as HTTP requests, asynchronous actions and asynchronous DML actions
32
Which three items are available in the mobile navigation menu
Dashboards, chatter, lightning app pages
33
Considerations when measuring which marketing initiatives provide the highest return on investment
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
When you delete a case
All related events, tasks case comments and attachments are deleted
35
where can the multilingual solution search feature be enabled in salesforce?
- Self-service portal - Public knowledge base
36
Do session based permission sets exist
yes
37
Bypass security token for data loader
add ip address to trusts ip ranges
38
Lightning experience feature to send emails
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
What is required to to automatically add leads to salesforce from linkedin
Linkedin lead gen form lead gen field mapping linkedin ad account
40
Actions supprted for joined reports in Lightning experience
Convert unjoined reports into joined reports rename and reorder blocks create cross-block summary formulas
41
What can be added as an attendee to the event page layout
Users, contacts, leads
42