General Knowledge Flashcards
What objects do Escalation Rules support?
Only the Case Object
What objects do Assignment Rules support?
Only the Case and Lead object
What tool do you use when there are multiple options?
When SF gives you a tool that is object specific use that tool 1st.
For example use an Assignment Rule 1st instead of using something like Flow to do the task.
What is the Max number of Records a report can display?
2,000
What is the Max number of Rows that a report can display?
2,000
What objects do Auto Response Rules support?
Only Leads & Cases
A Price Book can be associated with how many products scheduled?
1 or 2
What types of Product Schedules are there?
Revenue Schedule
Quantity Schedule
What is a Revenue Schedule?
1 product sold with multiple payments like a car note
What is a Quantity Schedule?
One payment made but multiple products delivered, like an annual magazine subscription.
How many report types does SF have?
2
Custom & Standard
How many report formats are there?
4
Tabular
Summary
Matrix
Joined
How many users can be added to a group task?
200
Do you have to enable Group Task?
No, they are enabled by default.
Do you have to create a task for each member of the group?
No, each member is assigned a copy of the task.
What is the Mass email limit?
5,000
How many leads can a Web to Lead form take daily?
500
What is the Max number of components that you can add to a dashboard?
20
Where can you find Business Hours?
Under Company Settings
What do Business Hours impact?
Escalation Rules
Entitlement Processes
Milestones
When customer support is available
Can you specify multiple Business Hours?
You can specify multiple Business Hours but can only one can be the default.
What do Fiscal Years affect?
Fiscal Years affect Reports, Forecasts, and Quotas. When the Fiscal Start Month is changed all Quota’s and Adjustments are lost if you are using Forecasting.
What are Sharing Rules?
Automatic sharing of 2 types of records.
Owner Based
Criteria Based
How can you see all the Record Trigger Flows for an Object?
Flow Trigger Explorer
What do you need to do after you enable Multiple Currency?
Define the corporate currency
Set the exchange rates for each
Define the currencies & set as active
Which records can be linked to Campaigns through the Campaign Members object?
Leads
Contacts
Accounts (after being enabled in setup)
What are the 4 types of Roll up Summarys
Min
Max
Sum
Count
When using Workflow how many email alerts can be sent to people outside of Salesforce?
5
How long does a user have before their account activation email expires?
7 Days
What is the Mass tool limit ( Mass Transfer/Delete)
250
How long does something stay in the Recycle Bin?
15 Days
How many accounts can be merged together at once?
3
What is a Campaign Hierarchy?
A grouping of campaigns for a specific marketing initiative
What is Campaign Influence 1.0?
Allows you to link multiple Campaigns to an Opportunity but only one Campaign can be marked as primary and credited with influencing the Opportunity and its Revenue. It’s only available in Salesforce Classic.
What are the Data Import Wizard Campaign uses?
1) Update campaign member status
2) Add existing contacts
Where can a users language be changed
1) The user detail page in setup
2) User can change the language under My Personal Information
How do Dashboards Refresh?
They can be manually refreshed or a refresh can be scheduled daily, weekly, or monthly.
What type of visual components do dashboards display?
Charts, tables, gauges, metrics, or other components that can be created with Visualforce.
What are the 3 levels of folder permission?
View
Edit
Manage
How do you ensure users only log in from authorized locations?
Login IP Ranges
Where are Login IP Ranges set?
At the profile level
What happens if you login outside of the Login IP Ranges?
You will be denied
What password policies can be customized?
Password Expiry Time
Password Complexity
Minimum Password Length
Max Invalid Login Attempts
Lockout Time
What are the 3 types of language support SF offers?
Fully Supported
End User
Platform
What can be configured on a page layout?
Fields
Related List
Quick Actions
Sections
Report Charts
What is the ‘Parent Campaign’ field
Allows you to associate campaigns with one another.
What are Stages on reporting used for?
Forecasting
What’s happens when a user logs in outside the OWD Trusted IP Range
You are asked to authenticate
What’s happens when a user logs in outside the user profile Trusted IP Range
You can’t login at all
Where can you set the Trusted IP Range?
Profile
OWD
What are the OWD Access Levels
Private
Public Read Only
Public Read/Write
Public Read/Write/Transfer
When should OWD be set to private?
If you have someone who needs to see some info but not all.
What are the 3 levels of object access?
Default On
Default Off
Hidden
What determines Object Access?
Profiles & Permission Sets
Where can password policies be set?
Profiles or Security
What records are exported in Data Loader when choosing EXPORT ALL
Records for specific objects including recycling bin
How can page layouts be assigned?
By Record Type
A Users Profile
Or both
What are the 3 SF Teams
Account Team
Case Team
Opportunity Team
Can Grant Access using Hierarchies be toggled off?
Yes, but only for cushion Objects.
It is a standard sharing setting for standard objects and cannot be turned off
What pages can the Lightning App Builder create?
App Page
Home Page
Record Page
What are the assignment options after creating a Lightning Home Page?
Org Default
App & Profile
App Default
What are the 2 ways to disable customizing a Nav Bar?
Disable it in the custom app setting
Or the User Interface Settings
How many users can you add with the Add Multiple User function?
10
What is the App Menu?
Used to configure the visibility & order of apps in the App Launcher
How do you create new apps
The App Manager
What objects have queues
Lead
Case
Task
Does Data Import Wizard require a download?
No
What is the Data Import record limit?
50,000
After a scheduled dashboard refresh the results will be sent where?
users
groups
roles
subordinates who have permission to access the dashboard.
What is a Campaign Member?
Contracts, Leads & Accounts that makeup the campaign.
What is Customisable Campaign Influence?
Allows you to link campaigns to opportunities & split the Influence across multiple campaigns.
This means that an Opportunity can be recorded as being influenced by Multiple Campaigns and the credit/revenue can be split amongst the influencing Campaigns.
Users must have the CRM User Permission to utilize Customisable Campaign Influence.
What is Campaign Auto Association?
When Opportunities are automatically Associated with Campaigns.
