**FOF- Config and setup exam Qs Flashcards
Enable editing miltiple records on a single page and save the changes at the same time
Enable enhanced lists and enable inline editing
In user interface settings
To change sets between two orgs
They must be affiliated with the same production org
There must be a deployment connection between them
what do changesets do
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
What does locale control
Format of dates and times, display format of addresses, name format
What does einstein search include
Personalisation, natural language search and actionable instant results
What objects is duplicate management available for?
Leads, contacts, accounts and custom objects
Sharing rules
- 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
sharing forecasts
- 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’
What is provided in salesforce mobile app with ‘Lightning for tablet’ enabled?
- Design time previews in the lightning app builder
- Rotate screen
- Better performance
Objects buld macros can be run on
Accounts, cases, contact, leads
Bulk updates
- Update up to 200 records at a time
List view facts
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)
Report facts
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
What appears in unresoved items after syncronising to outlook?
Contacts, events, emails and tasks
Salesforce archive these activities
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)
What are the three levels of access you ca grant to report and dashboard folders?
Considerations for resetting passwords
- 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
Worflow actions acronym
FETO
Field update
Email alert
Task
Outbound message
Opportunity update reminders
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
How often schedule report refreshes?
Daily, weekly or monthyl
Content delivery
Allowd you to convert documents with powerpoint and word into web based version for online viewing.
Marketing user
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.
3 levels of access for report and dashboard folder
Editor, manager, viewer
Einstein opportunity scoring
has top positives and top negatives
Global actions
Flow distribution
lightning partner community
When adding a custom field
- Select the field type
- Enter field details
- Set field level security
- Select which page layouts to add the field
Data import wizard can import
accounts, contacts, leads, solutions, campaign members, and person accounts. + custom objects
Access to files attached to records can set via
Sharing settings and toggled between ‘Viewer’, ‘Collaborators’ and ‘Set by record’
What cannot be rolled back in flow debug tool
non-DML statement such as HTTP requests, asynchronous actions and asynchronous DML actions
Which three items are available in the mobile navigation menu
Dashboards, chatter, lightning app pages
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
When you delete a case
All related events, tasks case comments and attachments are deleted
where can the multilingual solution search feature be enabled in salesforce?
- Self-service portal
- Public knowledge base
Do session based permission sets exist
yes
Bypass security token for data loader
add ip address to trusts ip ranges
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
What is required to to automatically add leads to salesforce from linkedin
Linkedin lead gen form
lead gen field mapping
linkedin ad account
Actions supprted for joined reports in Lightning experience
Convert unjoined reports into joined reports
rename and reorder blocks
create cross-block summary formulas
What can be added as an attendee to the event page layout
Users, contacts, leads
