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salesforce admin certification > Geral > Flashcards

Geral Flashcards

1
Q

Where can I set default time zone and default language for the org?

A

Company information

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2
Q

Where can I find data space and file space? And what are their differences?

A

Data space: record storage
File space: file storage
Both on company information

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3
Q

What is the default maximum of API requests in 24 hours - that we can find on company information?

A

15.000

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4
Q

Where can I change the primary contact for an org?

A

Company information on setup

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5
Q

Where can I find the Org ID and what it is used for?

A

Company information on setup. Used for connecting apps and verifying which org you’re looking at

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6
Q

Where can I activate multiple currencies?

A

Company information on setup

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7
Q

When you activate multiple currencies… and users can… and to track dated exchange rates…

A

It can’t be disabled… choose a default currency from the active currencies… by using advanced currency management

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8
Q

Where can I find user and feature licenses?

A

Company information (user licenses can also be found on system overview)

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9
Q

Three things about the standard fiscal year:

A

It goes off the Gregorian calendar
Can only have fiscal year start on the 1st day of the month
Can start the fiscal year in any month of the year

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10
Q

What can you do in language settings?

A

Can update/change the available languages here for your organization, these are in addition to the default language in company information

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11
Q

What are two things you can do on the My Domain option in setup?

A

You can check availability on domain names for salesforce and change your company’s salesforce domain here
You can also change what your login page looks like: logo, background color, and authentication service

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12
Q

Four configurations you can do on the user interface option in setup?

A

Enable in-line editing
Enable Enhanced Lists
Enable Middle Names to Person Names
Enable Name Suffixes to Person Names

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13
Q

What happens when you “Enable ‘Set Audit Fields upon Record Creation’ and ‘Update Records with Inactive Owners’ User Permissions” on setup?

A

You can assign these permissions:
- Set Audit Fields upon Record Creation - Allow the User to set audit fields (like ‘Created By’ or ‘Last Modified By’) when you create a record via API importing tools like Data Loader.
- Update Records with Inactive Owners - Allow the User to update record owner and sharing-based records with inactive owners.

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14
Q

Where can I change the session timeout limit and what is the default?

A

Session settings on setup and the default is 2 hours.

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15
Q

Besides session timeout limit, what are three things you can change on session settings?

A
  • New user email: how long it takes do expire the confirmation email for new users.
  • Trusted IP ranges
  • Logout page URL
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16
Q

What are the options for New User Email expiration and what is the default?

A

1 day, 7 days (default) and 180 days

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17
Q

What is the Setup Audit Trail?

A

A log of all system changes that were done in Setup, it shows when the change was made, what was changed, who did it, and what section of Setup the setting is in. Only the last 20 changes are shown, you can download a csv file of the last 6 months of changes.

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18
Q

What can be changed in sharing settings?

A

Org wide default sharing for objects

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19
Q

Profile controls what XXX a user can see, XXX users can access, XXX users can access, and what users can do with XXXX

A

Tabs, apps, objects, object records (create, read, edit, delete)

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20
Q

Login hours and IP Ranges can be set for

A

Profiles

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21
Q

Public Read/Write/Transfer OWD sharing settings is available for

A

Cases and leads

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22
Q

Besides the owner, who can access the records when the sharing setting is private

A

Users above them in the role hierarchy

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23
Q

Sharing rules can be used to share records with:

A
  • Public groups
  • Roles
  • Roles and subordinates
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24
Q

What are restriction rules? How many can be applied to a user? Where it can be used?

A

These rules can ensure a user only sees a subset of all records allowed by their permissions, especially useful if a user only needs to see records related to their business case use.
A user can only have one active restriction rule
Restriction rules can be used on custom objects, external objects, and some standard objects

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25
Q

What’s the use for Change Sets?

A

Send customizations from one Salesforce org to another

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26
Q

When we’re talking about sharing: XXX are horizontal in nature and XXX are vertical in nature.

A

Sharing Rules
Role hierarchy

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27
Q

Public groups can include?

A

Users
Roles and territories
Roles & subordinates
Other public groups

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28
Q

Content Sniffing Protection

A

Helps prevent the browser from loading scripts disguised as other file types when your users access external content and websites from Salesforce

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29
Q

Password history enforcement can be set to none or?

A

24

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30
Q

Passwords have a maximum lenght of

A

50 characters

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31
Q

Business hours determine

A

Case escalation rules

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32
Q

On standard objects, ‘Grant Access Using Hierarchies’ is

A

enabled and cannot be changed

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33
Q

You can’t deactivate a user if (3 situations)

A
  • A user that’s selected in a custom hierarchy field (must permanently erase the field)
  • Assigned as the sole recipient of a workflow email alert
  • Selected as a Customer Portal Administrator
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34
Q

Using the Add Multiple Users page, how many users can be created?

A

10

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35
Q

The Sharing Hierarchy button on a record

A

can be used to view all users who have access to the record and the reason for the access

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36
Q

Device activation can be bypassed by

A

adding a range of trusted IP addresses

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37
Q

There are 4 business process types:

A

sales process, lead process, solution process, and support process

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38
Q

When a master is deleted in a master-detail relationship

A

the detail is also deleted

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39
Q

In a XXX relationship a record and any record related to it can have different owners, but in a XXX relationship the records must both have the same owner

A

Lookup
Master-detail

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40
Q

A lookup relationship can be changed to a master-detail relationship only if

A

the lookup field in all records contains a value

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41
Q

When the account is deleted, it also deletes (6)

A

the account contact, opportunities, contracts, activities, notes, and attachments

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42
Q

Schema builder shows

A

object relationships and their respective fields

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43
Q

To have a many-to-many relationship between two objects

A

you need a junction object with two master-detail relationships, one for each object in the many-to-many relationship. The junction object is the detail in this relationship

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44
Q

Record types control which (3 things) are visible to different users

A

business processes, page layouts, and picklist values

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45
Q

If you need to apply a record type to records created before the record type was created

A

you will have to use data loader to export your data, add the correct record type ID to each record and re-import the data.

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46
Q

Only XXXX fields can be the controlling field in a field dependency

A

checkboxes and picklist

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47
Q

Only XXXX can be a dependent field in a field dependency

A

a custom picklist or a multi-select picklist

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48
Q

Search layouts can have up to XXX fields specified

A

10

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49
Q

Dynamic or conditional visibility

A

allow you to alter visibility of a field, a set of fields, components, buttons, etc. until a person with a certain profile, permission, or viewing on a certain device visits the page

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50
Q

3 objects are child objects of accounts by default

A

Contacts, cases, and opportunities

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51
Q

Up to XX fields can be enabled for tracking on a custom object

A

20

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52
Q

Dependent lookups

A

allow a lookup to have a filter that references another field on the same object

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53
Q

Universally required fields can apply to what types of fields?

A

Text, number and picklist

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54
Q

If a custom field has been deleted, XXX can be restored within a limited timeframe

A

the field, its data, and the field history

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55
Q

You can have up to XX roll-up summary fields

A

25

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56
Q

App launcher

A

9 dots where the user access the apps

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57
Q

App Menu

A

Allows you to set the order of apps that will show in the App Launcher and set the visibility of those apps

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58
Q

App Manager

A

Shows all apps and details about the developer, application type, and lets you customize/edit an app by opening it in App Builder

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59
Q

App Builder

A

You can edit App Branding (color/image), the app launcher preview, the app name, and the app description here

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60
Q

What three types of pages we can create on the app builder?

A

App page, home page and record page

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61
Q

What change you must make on the page layout after enabling Contacts to Multiple Accounts

A

you can remove the existing Contacts related list on the Account object and include the Related Contacts related list, that will include direct and indirect contacts

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62
Q

A campaign can have how many parent campaigns?

A

1

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63
Q

(3 things) can be associated to a campaign

A

Contacts, Opportunities, and Leads

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64
Q

can be related to campaign members by default

A

Contacts and Leads

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65
Q

XXX must be enabled in setup before accounts can be used as a campaign member

A

Accounts as Campaign Members

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66
Q

These objects can be campaign members

A

accounts, leads, and contacts

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67
Q

Campaign members can be added from

A

Reports and List Views

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68
Q

The Campaign Influence feature allows you

A

to associate one primary campaign that has influenced an opportunity by using the Primary Campaign Source field on the opportunity and if needed you can add multiple campaigns that have influenced an opportunity to an opportunity related list.

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69
Q

Lead conversion does or does not automatically create an opportunity?

A

Does not

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70
Q

Web-to-lead limit is

A

500

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71
Q

Lead assignment rules only trigger

A

on record creation

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72
Q

To automatically have leads added to Salesforce from LinkedIn three things are required

A

A LinkedIn Ad Account needs to be connected to SF to generate leads from LinkedIn Lead Gen Ads
Lead Gen Fields should be specified in Setup with default values
A LinkedIn Lead Gen Form must be used after enabling Web-to-Lead

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73
Q

Only (3 things) can have teams associated with them

A

accounts, cases, and opportunities

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74
Q

XXX should be used if a customer pays for an order that repeats on a schedule

A

A Revenue and Quantity schedule

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75
Q

XXX should be used if a customer pays for 1 item but is billed on a schedule

A

A Revenue Schedule

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76
Q

You can enable Similar Opportunities, this will allow users

A

to find Closed - Won opportunities that match the attributes of an opportunity they’re currently working on

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77
Q

Default record type

A

A user can go to ‘My Settings’ and set/change their Default Record Type. This will ensure that they are not prompted for a record type upon creating records.

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78
Q

Web-to-case limit is

A

5.000

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79
Q

Only XXX have escalation rules

A

Cases

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80
Q

Early Triggers

A

Early Triggers being enabled can cause an escalation rule to run slightly earlier than expected

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81
Q

Email-to-case triggers

A

assignment, auto-response, escalation, workflow rules, and processes

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82
Q

Email-to-case uses XXX to associate a case with a contact

A

the sender’s email

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83
Q

Email-to-case uses XXX to auto-populate case fields

A

email content

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84
Q

Email-to-case automatically associates

A

email replies and attachments with the case

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85
Q

‘Hide Record Information’ setting on the Web-to-case auto response

A

will hide data entered into the case if the case creation fails and a failure email is sent back

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86
Q

Question-to-case

A

can be escalated by moderators or through flows, by meeting specific criteria

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87
Q

Case Comment Notification

A

an be enabled to notify contacts when a case comment has been modified or added to a case

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88
Q

Enabling Case Feed actions and feed items

A

gives your users access to some standard actions they’ll need when working with cases, such as Email and Change Status, and to feed items related to those actions.

89
Q

Quick text allows users to insert predefined messages like greetings to

A

emails, chats, tasks, and knowledge articles

90
Q

Assignment rules only run on

A

record creation and never again

91
Q

You can have how many auto response rule assigned to leads and how many auto response rule assigned to cases

A

1 and 1

92
Q

The Close Case page layout is used when

A

you have an open case and use the ‘Close Case’ button. It provides a short set of required fields you want your users to provide when the case is being closed.

93
Q

Self-Service Community

A

is an option to allow customers to help themselves and to provide them with information on their cases without the need for service agents being contacted

94
Q

Salesforce knowledge is a central information repository that can be used by

A

employees, customers, and partners to access knowledge articles

95
Q

Articles can be attached to

A

cases and you can use the articles related list to track which article version was attached to a case

96
Q

Data categories (on Knowledge) can be used

A

on articles to organize articles into groups based on their topics, they can also be used to control access to categories of articles

97
Q

Category groups (on Knowledge) are used to

A

group together multiple data categories for a set purpose. Think of a group called “Customer Service” that contains a bunch of data categories that are geared towards customer service agents.

98
Q

Knowledge User feature license

A

must be assigned to a user on their user record for them to be able to publish articles

99
Q

Mobile users can use ‘Cards’ to get a personalized experience that allows them to work on the go. The following seven cards are available

A

Pinned Report
Recent
My Calendar
Salesforce Events
Tasks
Favorites
Pinned Lists

100
Q

To get a custom button on the Salesforce Mobile App Action bar you need to

A

customize Salesforce Mobile and Lightning Experience Actions on the object page layout

101
Q

Push notifications can be used to notify mobile users of

A

chatter group mentions, approval requests, and when a task is assigned to a user

102
Q

If a user has muted a post, it will be unmuted if

A

they are @mentioned

103
Q

Chatter Group types

A

Private are listed groups that only group members can see and add posts, files, and comments
Public any user can join
Unlisted are more secure than private groups as users cannot ask to join or see the groups at all in list views, feeds, or search results

104
Q

Chatter External licenses

A

allow people from outside the organization’s email domain to collaborate through chatter

105
Q

Chatter Free licenses

A

provide chatter access to internal company employees but they have no access to salesforce objects or data

106
Q

Chatter Feed Tracking

A

provides real-time notification of changes to a particular record

107
Q

If a group is mentioned in Chatter (3 things)

A

The record displays in the group records related list
The group name that is mentioned becomes a link to the group
A group-record relationship record is created

108
Q

Allow Customers setting (chatter)

A

must be checked to allow customers to participate in a chatter group

109
Q

The Select Files from Salesforce user profile permission controls

A

whether the user can upload files from salesforce to attach to a chatter feed or post

110
Q

Salesforce records cannot be added to Chatter groups that

A

allow customers

111
Q

The only quick action that can be performed on a feed item or post

A

is Create New Task

112
Q

Einstein Activity Capture automatically captures

A

emails and events

113
Q

Einstein Activity Capture automatically captures from

A

a connected mail system to the activity timeline of related records in salesforce

114
Q

Einstein Activity Capture settings contain two options to prevent

A

automated email replies and sensitive emails being shared, these settings are on by default

115
Q

Outlook Integration users with Einstein Activity Capture can (2 answers)

A

Click Manage Associations to change associations between a captured email and its related records
Use the email application pane to see an email’s related records and sharing settings

116
Q

Gmail Integration users with Einstein Activity Capture can

A

add or remove associations between a captured email and its related records

117
Q

Lightning Sync lets users sync

A

contacts and events to salesforce but not emails

118
Q

Lightning Sync has an option to enable Sync Event Series which allows for

A

repeating events to be synced between outlook and salesforce, this must be done in Lightning Sync configuration

119
Q

When using Outlook Integration to log emails and create records in Salesforce the Log Email button can be used to

A

relate an email to SF records

120
Q

When using Outlook Integration to log emails and create records in Salesforce users can add the email sender directly to SF by

A

using the ‘Add to Salesforce’ button

121
Q

When using Outlook Integration to log emails and create records in Salesforce new records can be created from

A

the navigation menu of the Outlook Integration pane

122
Q

Enhanced Email with Outlook Integration allows users to

A

add emails to salesforce records as email objects instead of tasks

123
Q

Email to Salesforce allows users to

A

automatically relate emails to salesforce records like contacts, leads, and opportunities

124
Q

File permissions can be changed by

A

file owners and collaborators

125
Q

A file is shared with the company when it is posted to

A

a profile, record, public group, or a feed that all users can see

126
Q

File permissions for files shared with people and groups can be

A

‘Viewer’, ’‘Collaborator’, or ‘Set by Record’

127
Q

Permissions for files shared to the company can be

A

‘Viewer’, ’‘Collaborator’, or ‘No Access’

128
Q

Files Connect

A

is something that can be set up to allow users to access files from external data sources

129
Q

The Attendees field can be added to the Event page layout to allow adding of

A

users, contacts, person accounts, and leads to events

130
Q

Allow Users to Relate Multiple Contacts to Tasks and Events

A

must be enabled in the Activity Settings page to allow up to 50 contacts or 1 lead on an event or task. Only the first 15 contacts are displayed on the event / task.

131
Q

Salesforce automatically archives activities that

A

meet certain criteria and once archived they are included in data export files

132
Q

(2) are available for reporting on activities

A

Last Email Sent Date and Last Email Received Date

133
Q

Tasks can be assigned to up to XX users

A

200

134
Q

To-Do List

A

The To-Do List component is a default item in the utility bar that allows users to view, sort, label, and act on their tasks

135
Q

If a user has an overdue task in salesforce they will

A

get a notification on next login and the overdue task is displayed with its date in red text format

136
Q

Once Dynamic Actions are enabled the actions available in the highlights panel of the record page are

A

no longer controlled by the object’s page layout

137
Q

When importing users using Data Loader, these fields are required

A

First Name, Last Name, Username, Email, Alias, and ProfileId

138
Q

Export All option in Data Loader will export all data for an object including

A

records in the recycling bin and archived activity records

139
Q

The Data Loader checkbox setting ‘Insert Null Values’ can be used to

A

insert or update fields with null values, otherwise the blank values on a csv will indicate to SF that those fields don’t need their values updated

140
Q

You can set the data export service to automatically export data on a regular basis with frequency options of

A

weekly or monthly

141
Q

Data loader can import up to

A

5 million records

142
Q

Data export service will automatically send you an email with a link to a zip file of CSVs containing all your salesforce data including

A

attachments, images, and documents

143
Q

After a data export is run it is available for download for

A

48 hours before it is automatically deleted

144
Q

Data import wizard can only import up to

A

50,000 records

145
Q

Data import wizard allows you to select if you want to

A

trigger workflow rules and processes

146
Q

Data import wizard allows you to prevent duplicates by

A

selecting match types to identify columns like IDs or emails to match records on, this is an advantage over data loader which does not prevent duplicates

147
Q

If the owner field is blank when using the import wizard

A

the owner will default to the person importing the data

148
Q

Import wizard only works for the following objects:

A

custom objects, accounts & contacts, leads, solutions, and campaign members

149
Q

The maximum number of filters on a report is

A

20

150
Q

You can have up to XX custom formula fields on a report

A

5

151
Q

Custom report types also allow you to

A

rename fields, choose which fields to include in the report type, and select which fields show as columns by default.

152
Q

Up to XX objects can be linked when creating a custom report type

A

4

153
Q

When bucketing fields for a report, you can only bucket

A

text, number, or picklist fields

154
Q

You can have XX bucket columns in a report, XX buckets within each column, and XX values within each bucket

A

5
20
20

155
Q

Cross-filters can be used on a report to

A

show only records with or without a child object (Accounts without Opportunities) and can then have additional sub filters to specify further (Accounts without Opportunities with Stage not equal to Closed Won - this would show all accounts that have 0 opportunities or have opportunities with a stage not equal to closed won)

156
Q

Report subscriptions can be set to trigger

A

based on conditions being met instead of a schedule

157
Q

Report Highlights can be used to display up to

A

8 key report metrics in the headers of the report run page

158
Q

Only (2) report types can have charts added to the report

A

Summary or matrix

159
Q

The maximum number of dashboard components is

A

20

160
Q

You can have up to XX filters on a dashboard

A

3

161
Q

You can have up to XX dynamic dashboards

A

10

162
Q

users with access to a dashboard’s folder see

A

the same data regardless of their personal security settings

163
Q

Dynamic dashboards

A

show users data based on their own security settings

164
Q

To use a tabular report as the source report for a dashboard component you must

A

set the Rows to Display value

165
Q

Component types are

A

charts, gauges, tables, and metrics

166
Q

Dashboards are refreshed when

A

either a user clicks the refresh button or at a refresh frequency set per dashboard of daily, weekly, or monthly

167
Q

3 ways to export or backup data are

A

reports, data loader, and data export service

168
Q

Deleted records are stored in recycling bin for

A

15 days

169
Q

Imports will fail for a record if the data for the record doesn’t meet

A

data validation requirements

170
Q

Duplicate management is available for

A

accounts, contacts, leads, and custom objects

171
Q

Contradicting validation rules for the same field will cause

A

users not to be able to save the record.

172
Q

Validation rules can be used to make a field required if another field is filled in, this is a good way to

A

not have a field required on record creation but on record updates over time.

173
Q

The Mass Update tool should be used when

A

data is inconsistent or needs to be changed on a large scale

174
Q

The Mass Transfer tool can be used to

A

transfer multiple accounts, leads, service contracts, and custom objects from one user to another

175
Q

When mass transferring accounts you can choose to do the following in the same transaction

A

Transfer opportunities
Transfer cases
Keep account team
Keep opportunity team on all opportunities

176
Q

Fields marked as ‘Unique’ during field creation require

A

that all values in records be unique for this field, but you must also specify whether case sensitivity matters using a separate option available during field creation.

177
Q

Workflow Rules & Approval Processes have the following possible actions:

A

Field Update(s), Task(s), Email Alert(s), and Outbound Message(s)

178
Q

Flow trigger options:
Autolaunched

A

invoked by Apex, processes, API, and more. Runs in the background

179
Q

Flow trigger options:
Screen Flow

A

Guides a user through a business process and can be launched from the utility bar or other buttons

180
Q

Flow trigger options:
Schedule-Triggered

A

runs on a repeating schedule like every monday at 8am

181
Q

Flow trigger options:
Platform Event Triggered

A

launches when a platform event message is received

182
Q

Record-triggered flows can support scheduled paths that can

A

be configured to be run at a scheduled time. This allows you to do things like email reminders that an open case hasn’t been worked.

183
Q

Record-triggered flows can be triggered on:

A

record deletion, creation, updates, and created or updated

184
Q

Resources (Flows)

A

are variables that we can create to store a value and can be used repeatedly in the flow

185
Q

The Debug of a Flow

A

allows you to test the flow with test data to see what paths a flow does and what actions it takes
You can specify a user to run the flow as
You can run it in rollback mode where the changes you make will be undone by the flow

186
Q

SF runs global rules in the following execution order on save:

A

Validation Rules
Assignment Rules
Auto-Response Rules
Workflow rules
Processes (Flow/Process Builder)
Escalation Rules

187
Q

Up to XX additional email addresses can be added to an email alert if the email addresses are not contacts or users

A

5

188
Q

Big Deal Alerts are only available for

A

opportunities and they send off emails when an opportunity hits a certain threshold on creation or update

189
Q

Macros: automate repetitive tasks, like

A

send email, choose email template, update case status

190
Q

Bulk macros: run on multiple records. Enhanced list views must be enabled. Can be run on

A

Accounts, Contacts, Cases and Leads

191
Q

Sales dialer

A

receive and make phone calls. Logs directly into the record or turns into a task if no record is related. Can make phone calls by clicking on phone numbers

192
Q

Feed tracking

A

is automatically enabled on some standard objects. Posts changes on records you follow on your chatter feed. To track engagement in a report, must create a custom report type. E.g.: Case > Case feed

193
Q

Two factor authentication: admin can XXX. XXX are not allowed. An email is sent whenever XXXX

A

generate temporary verification code
SMS, mobile phone and email
a identity verification method is added.

194
Q

Manager groups:

A

you can share records to these groups via manual sharing, sharing rules, and Apex managed sharing. Has to be enabled at the sharing settings

195
Q

Global publisher layouts

A

actions on global pages (like the Home page) and on the Chatter page. Also the global actions menu.

196
Q

Work orders: Used for field service. Work types that XXX. Can be related to XXX

A

work as a template, can specify requirements and skills needed
other work orders, accounts, contacts, assets, entitlements and service contracts

197
Q

Approval process: initial actions include

A

email alerts, tasks, field updates, and outbound messages. Records waiting for approval are locked

198
Q

Adding a report chart to a page layout:

A

Resource folder access
Source report is summary or matrix
Source report has a chart

199
Q

Sharing notes:

A

Can be prevented from further sharing
Can be shared for read only with users or groups

200
Q

Matching rule and Duplicate rules

A

Matching rule compare records to find duplicates. Duplicate rules deal with the duplicates, alerting the rep about the possible records that are duplicates - allowing or reporting.

201
Q

To report on duplicate objects

A

set the object as primary on a custom type report and the duplicate record items as a related object.

202
Q

Duplicate record sets are created when

A

duplicate rules run or job duplicate. Users can compare and merge records.

203
Q

Users can XXX from chatter posts.

A

delete, edit, bookmark, mute and create tasks

204
Q

My team’s filter: On reports it shows

A

records from whoever is below them on the role hierarchy

205
Q

Price book: Standard is created when the first product is created. Custom can be created after. Sharing:

A

no access or view only

206
Q

There are default XXX owners

A

case and lead

207
Q

There’s no activities tab. Activities are a set of different objects:

A

tasks, events and calendars

208
Q

Assignment rules can be assigned to

A

users or queues.

209
Q

User can customize the navigation bar in an app, as long as they have the permission. They can

A

add, reorder, rename or remove items. The same can be done on the mobile app.

210
Q

Accept case button appears on

A

queue list views

211
Q

Custom summary formula on reports:

A

Can’t reference another summary formula
Can’t group or filter report data by summary formula columns

212
Q

Forecast categories

A

Are used to predict the likelihood of winning an Opportunity, with each sales stage mapped to a forecast category. Forecast categories can be customized for a business to suit their requirements.

213
Q

What are the forecast categories?

A

Pipeline
Best Case
Most Likely
Commit
Closed
Omitted

214
Q

If you want to use the default mapped forecast categories and prevent users from changing them, you can

A

remove the field from the Opportunity page layout

215
Q

you can use the role hierarchy to extend a user’s access to ANY child objects of accounts (option will only show for a child object if the child object is set to Private or Public Read Only in the Org Wide Defaults) they own XXX permissions even if they do not own the child record

A

using cannot access / can view / can edit

216
Q

Contact Roles

A

Contact roles specify the part that each contact plays in an account, case, contract, or opportunity. When you use contact roles, your sales team always knows who to contact and when.

217
Q

How can Contact Roles on the opportunity layout help track campaign influence?

A

Contact Roles list is a part of the “Campaign influence” functionality. If a Contact is assigned a role on an Opportunity, and that Contact has also had a recent involvement with a Campaign, Salesforce automatically associates the Campaign with that Opportunity and creates that “campaign influence” relationship visible in the “Campaign Influence” related list.

218
Q
A

salesforce admin certification (1 decks)

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