General Knowledge Flashcards by Justin Jones

What objects do Escalation Rules support?

Only the Case Object

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What objects do Assignment Rules support?

Only the Case and Lead object

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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.

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What is the Max number of Records a report can display?

2,000

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What is the Max number of Rows that a report can display?

2,000

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What objects do Auto Response Rules support?

Only Leads & Cases

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A Price Book can be associated with how many products scheduled?

1 or 2

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What types of Product Schedules are there?

Revenue Schedule
Quantity Schedule

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What is a Revenue Schedule?

1 product sold with multiple payments like a car note

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What is a Quantity Schedule?

One payment made but multiple products delivered, like an annual magazine subscription.

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How many report types does SF have?

2
Custom & Standard

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How many report formats are there?

4
Tabular
Summary
Matrix
Joined

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How many users can be added to a group task?

200

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Do you have to enable Group Task?

No, they are enabled by default.

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Do you have to create a task for each member of the group?

No, each member is assigned a copy of the task.

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What is the Mass email limit?

5,000

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How many leads can a Web to Lead form take daily?

500

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What is the Max number of components that you can add to a dashboard?

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Where can you find Business Hours?

Under Company Settings

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What do Business Hours impact?

Escalation Rules
Entitlement Processes
Milestones
When customer support is available

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Can you specify multiple Business Hours?

You can specify multiple Business Hours but can only one can be the default.

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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.

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What are Sharing Rules?

Automatic sharing of 2 types of records.
Owner Based
Criteria Based

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How can you see all the Record Trigger Flows for an Object?

Flow Trigger Explorer

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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?

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?

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?

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?

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?

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.