Geral Flashcards
1
Q
Where can I set default time zone and default language for the org?
A
Company information
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
3
Q
What is the default maximum of API requests in 24 hours - that we can find on company information?
A
15.000
4
Q
Where can I change the primary contact for an org?
A
Company information on setup
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
6
Q
Where can I activate multiple currencies?
A
Company information on setup
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
8
Q
Where can I find user and feature licenses?
A
Company information (user licenses can also be found on system overview)
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
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
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
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
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.
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.
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
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
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.
18
Q
What can be changed in sharing settings?
A
Org wide default sharing for objects
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)
20
Q
Login hours and IP Ranges can be set for
A
Profiles
21
Q
Public Read/Write/Transfer OWD sharing settings is available for
A
Cases and leads
22
Q
Besides the owner, who can access the records when the sharing setting is private
A
Users above them in the role hierarchy
23
Q
Sharing rules can be used to share records with:
A
- Public groups
- Roles
- Roles and subordinates
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
25
What's the use for Change Sets?
Send customizations from one Salesforce org to another
26
When we're talking about sharing: XXX are horizontal in nature and XXX are vertical in nature.
Sharing Rules
Role hierarchy
27
Public groups can include?
Users
Roles and territories
Roles & subordinates
Other public groups
28
Content Sniffing Protection
Helps prevent the browser from loading scripts disguised as other file types when your users access external content and websites from Salesforce
29
Password history enforcement can be set to none or?
24
30
Passwords have a maximum lenght of
50 characters
31
Business hours determine
Case escalation rules
32
On standard objects, ‘Grant Access Using Hierarchies’ is
enabled and cannot be changed
33
You can't deactivate a user if (3 situations)
- 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
34
Using the Add Multiple Users page, how many users can be created?
10
35
The Sharing Hierarchy button on a record
can be used to view all users who have access to the record and the reason for the access
36
Device activation can be bypassed by
adding a range of trusted IP addresses
37
There are 4 business process types:
sales process, lead process, solution process, and support process
38
When a master is deleted in a master-detail relationship
the detail is also deleted
39
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
Lookup
Master-detail
40
A lookup relationship can be changed to a master-detail relationship only if
the lookup field in all records contains a value
41
When the account is deleted, it also deletes (6)
the account contact, opportunities, contracts, activities, notes, and attachments
42
Schema builder shows
object relationships and their respective fields
43
To have a many-to-many relationship between two objects
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
44
Record types control which (3 things) are visible to different users
business processes, page layouts, and picklist values
45
If you need to apply a record type to records created before the record type was created
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.
46
Only XXXX fields can be the controlling field in a field dependency
checkboxes and picklist
47
Only XXXX can be a dependent field in a field dependency
a custom picklist or a multi-select picklist
48
Search layouts can have up to XXX fields specified
10
49
Dynamic or conditional visibility
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
50
3 objects are child objects of accounts by default
Contacts, cases, and opportunities
51
Up to XX fields can be enabled for tracking on a custom object
20
52
Dependent lookups
allow a lookup to have a filter that references another field on the same object
53
Universally required fields can apply to what types of fields?
Text, number and picklist
54
If a custom field has been deleted, XXX can be restored within a limited timeframe
the field, its data, and the field history
55
You can have up to XX roll-up summary fields
25
56
App launcher
9 dots where the user access the apps
57
App Menu
Allows you to set the order of apps that will show in the App Launcher and set the visibility of those apps
58
App Manager
Shows all apps and details about the developer, application type, and lets you customize/edit an app by opening it in App Builder
59
App Builder
You can edit App Branding (color/image), the app launcher preview, the app name, and the app description here
60
What three types of pages we can create on the app builder?
App page, home page and record page
61
What change you must make on the page layout after enabling Contacts to Multiple Accounts
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
62
A campaign can have how many parent campaigns?
1
63
(3 things) can be associated to a campaign
Contacts, Opportunities, and Leads
64
can be related to campaign members by default
Contacts and Leads
65
XXX must be enabled in setup before accounts can be used as a campaign member
Accounts as Campaign Members
66
These objects can be campaign members
accounts, leads, and contacts
67
Campaign members can be added from
Reports and List Views
68
The Campaign Influence feature allows you
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.
69
Lead conversion does or does not automatically create an opportunity?
Does not
70
Web-to-lead limit is
500
71
Lead assignment rules only trigger
on record creation
72
To automatically have leads added to Salesforce from LinkedIn three things are required
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
73
Only (3 things) can have teams associated with them
accounts, cases, and opportunities
74
XXX should be used if a customer pays for an order that repeats on a schedule
A Revenue and Quantity schedule
75
XXX should be used if a customer pays for 1 item but is billed on a schedule
A Revenue Schedule
76
You can enable Similar Opportunities, this will allow users
to find Closed - Won opportunities that match the attributes of an opportunity they're currently working on
77
Default record type
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.
78
Web-to-case limit is
5.000
79
Only XXX have escalation rules
Cases
80
Early Triggers
Early Triggers being enabled can cause an escalation rule to run slightly earlier than expected
81
Email-to-case triggers
assignment, auto-response, escalation, workflow rules, and processes
82
Email-to-case uses XXX to associate a case with a contact
the sender’s email
83
Email-to-case uses XXX to auto-populate case fields
email content
84
Email-to-case automatically associates
email replies and attachments with the case
85
‘Hide Record Information’ setting on the Web-to-case auto response
will hide data entered into the case if the case creation fails and a failure email is sent back
86
Question-to-case
can be escalated by moderators or through flows, by meeting specific criteria
87
Case Comment Notification
an be enabled to notify contacts when a case comment has been modified or added to a case
88
Enabling Case Feed actions and feed items
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
Quick text allows users to insert predefined messages like greetings to
emails, chats, tasks, and knowledge articles
90
Assignment rules only run on
record creation and never again
91
You can have how many auto response rule assigned to leads and how many auto response rule assigned to cases
1 and 1
92
The Close Case page layout is used when
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
Self-Service Community
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
Salesforce knowledge is a central information repository that can be used by
employees, customers, and partners to access knowledge articles
95
Articles can be attached to
cases and you can use the articles related list to track which article version was attached to a case
96
Data categories (on Knowledge) can be used
on articles to organize articles into groups based on their topics, they can also be used to control access to categories of articles
97
Category groups (on Knowledge) are used to
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
Knowledge User feature license
must be assigned to a user on their user record for them to be able to publish articles
99
Mobile users can use ‘Cards’ to get a personalized experience that allows them to work on the go. The following seven cards are available
Pinned Report
Recent
My Calendar
Salesforce Events
Tasks
Favorites
Pinned Lists
100
To get a custom button on the Salesforce Mobile App Action bar you need to
customize Salesforce Mobile and Lightning Experience Actions on the object page layout
101
Push notifications can be used to notify mobile users of
chatter group mentions, approval requests, and when a task is assigned to a user
102
If a user has muted a post, it will be unmuted if
they are @mentioned
103
Chatter Group types
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
Chatter External licenses
allow people from outside the organization’s email domain to collaborate through chatter
105
Chatter Free licenses
provide chatter access to internal company employees but they have no access to salesforce objects or data
106
Chatter Feed Tracking
provides real-time notification of changes to a particular record
107
If a group is mentioned in Chatter (3 things)
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
Allow Customers setting (chatter)
must be checked to allow customers to participate in a chatter group
109
The Select Files from Salesforce user profile permission controls
whether the user can upload files from salesforce to attach to a chatter feed or post
110
Salesforce records cannot be added to Chatter groups that
allow customers
111
The only quick action that can be performed on a feed item or post
is Create New Task
112
Einstein Activity Capture automatically captures
emails and events
113
Einstein Activity Capture automatically captures from
a connected mail system to the activity timeline of related records in salesforce
114
Einstein Activity Capture settings contain two options to prevent
automated email replies and sensitive emails being shared, these settings are on by default
115
Outlook Integration users with Einstein Activity Capture can (2 answers)
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
Gmail Integration users with Einstein Activity Capture can
add or remove associations between a captured email and its related records
117
Lightning Sync lets users sync
contacts and events to salesforce but not emails
118
Lightning Sync has an option to enable Sync Event Series which allows for
repeating events to be synced between outlook and salesforce, this must be done in Lightning Sync configuration
119
When using Outlook Integration to log emails and create records in Salesforce the Log Email button can be used to
relate an email to SF records
120
When using Outlook Integration to log emails and create records in Salesforce users can add the email sender directly to SF by
using the ‘Add to Salesforce’ button
121
When using Outlook Integration to log emails and create records in Salesforce new records can be created from
the navigation menu of the Outlook Integration pane
122
Enhanced Email with Outlook Integration allows users to
add emails to salesforce records as email objects instead of tasks
123
Email to Salesforce allows users to
automatically relate emails to salesforce records like contacts, leads, and opportunities
124
File permissions can be changed by
file owners and collaborators
125
A file is shared with the company when it is posted to
a profile, record, public group, or a feed that all users can see
126
File permissions for files shared with people and groups can be
‘Viewer’, ’‘Collaborator’, or ‘Set by Record’
127
Permissions for files shared to the company can be
‘Viewer’, ’‘Collaborator’, or ‘No Access’
128
Files Connect
is something that can be set up to allow users to access files from external data sources
129
The Attendees field can be added to the Event page layout to allow adding of
users, contacts, person accounts, and leads to events
130
Allow Users to Relate Multiple Contacts to Tasks and Events
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
Salesforce automatically archives activities that
meet certain criteria and once archived they are included in data export files
132
(2) are available for reporting on activities
Last Email Sent Date and Last Email Received Date
133
Tasks can be assigned to up to XX users
200
134
To-Do List
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
If a user has an overdue task in salesforce they will
get a notification on next login and the overdue task is displayed with its date in red text format
136
Once Dynamic Actions are enabled the actions available in the highlights panel of the record page are
no longer controlled by the object’s page layout
137
When importing users using Data Loader, these fields are required
First Name, Last Name, Username, Email, Alias, and ProfileId
138
Export All option in Data Loader will export all data for an object including
records in the recycling bin and archived activity records
139
The Data Loader checkbox setting ‘Insert Null Values’ can be used to
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
You can set the data export service to automatically export data on a regular basis with frequency options of
weekly or monthly
141
Data loader can import up to
5 million records
142
Data export service will automatically send you an email with a link to a zip file of CSVs containing all your salesforce data including
attachments, images, and documents
143
After a data export is run it is available for download for
48 hours before it is automatically deleted
144
Data import wizard can only import up to
50,000 records
145
Data import wizard allows you to select if you want to
trigger workflow rules and processes
146
Data import wizard allows you to prevent duplicates by
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
If the owner field is blank when using the import wizard
the owner will default to the person importing the data
148
Import wizard only works for the following objects:
custom objects, accounts & contacts, leads, solutions, and campaign members
149
The maximum number of filters on a report is
20
150
You can have up to XX custom formula fields on a report
5
151
Custom report types also allow you to
rename fields, choose which fields to include in the report type, and select which fields show as columns by default.
152
Up to XX objects can be linked when creating a custom report type
4
153
When bucketing fields for a report, you can only bucket
text, number, or picklist fields
154
You can have XX bucket columns in a report, XX buckets within each column, and XX values within each bucket
5
20
20
155
Cross-filters can be used on a report to
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
Report subscriptions can be set to trigger
based on conditions being met instead of a schedule
157
Report Highlights can be used to display up to
8 key report metrics in the headers of the report run page
158
Only (2) report types can have charts added to the report
Summary or matrix
159
The maximum number of dashboard components is
20
160
You can have up to XX filters on a dashboard
3
161
You can have up to XX dynamic dashboards
10
162
users with access to a dashboard’s folder see
the same data regardless of their personal security settings
163
Dynamic dashboards
show users data based on their own security settings
164
To use a tabular report as the source report for a dashboard component you must
set the Rows to Display value
165
Component types are
charts, gauges, tables, and metrics
166
Dashboards are refreshed when
either a user clicks the refresh button or at a refresh frequency set per dashboard of daily, weekly, or monthly
167
3 ways to export or backup data are
reports, data loader, and data export service
168
Deleted records are stored in recycling bin for
15 days
169
Imports will fail for a record if the data for the record doesn’t meet
data validation requirements
170
Duplicate management is available for
accounts, contacts, leads, and custom objects
171
Contradicting validation rules for the same field will cause
users not to be able to save the record.
172
Validation rules can be used to make a field required if another field is filled in, this is a good way to
not have a field required on record creation but on record updates over time.
173
The Mass Update tool should be used when
data is inconsistent or needs to be changed on a large scale
174
The Mass Transfer tool can be used to
transfer multiple accounts, leads, service contracts, and custom objects from one user to another
175
When mass transferring accounts you can choose to do the following in the same transaction
Transfer opportunities
Transfer cases
Keep account team
Keep opportunity team on all opportunities
176
Fields marked as ‘Unique’ during field creation require
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
Workflow Rules & Approval Processes have the following possible actions:
Field Update(s), Task(s), Email Alert(s), and Outbound Message(s)
178
Flow trigger options:
Autolaunched
invoked by Apex, processes, API, and more. Runs in the background
179
Flow trigger options:
Screen Flow
Guides a user through a business process and can be launched from the utility bar or other buttons
180
Flow trigger options:
Schedule-Triggered
runs on a repeating schedule like every monday at 8am
181
Flow trigger options:
Platform Event Triggered
launches when a platform event message is received
182
Record-triggered flows can support scheduled paths that can
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
Record-triggered flows can be triggered on:
record deletion, creation, updates, and created or updated
184
Resources (Flows)
are variables that we can create to store a value and can be used repeatedly in the flow
185
The Debug of a Flow
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
SF runs global rules in the following execution order on save:
Validation Rules
Assignment Rules
Auto-Response Rules
Workflow rules
Processes (Flow/Process Builder)
Escalation Rules
187
Up to XX additional email addresses can be added to an email alert if the email addresses are not contacts or users
5
188
Big Deal Alerts are only available for
opportunities and they send off emails when an opportunity hits a certain threshold on creation or update
189
Macros: automate repetitive tasks, like
send email, choose email template, update case status
190
Bulk macros: run on multiple records. Enhanced list views must be enabled. Can be run on
Accounts, Contacts, Cases and Leads
191
Sales dialer
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
Feed tracking
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
Two factor authentication: admin can XXX. XXX are not allowed. An email is sent whenever XXXX
generate temporary verification code
SMS, mobile phone and email
a identity verification method is added.
194
Manager groups:
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
Global publisher layouts
actions on global pages (like the Home page) and on the Chatter page. Also the global actions menu.
196
Work orders: Used for field service. Work types that XXX. Can be related to XXX
work as a template, can specify requirements and skills needed
other work orders, accounts, contacts, assets, entitlements and service contracts
197
Approval process: initial actions include
email alerts, tasks, field updates, and outbound messages. Records waiting for approval are locked
198
Adding a report chart to a page layout:
Resource folder access
Source report is summary or matrix
Source report has a chart
199
Sharing notes:
Can be prevented from further sharing
Can be shared for read only with users or groups
200
Matching rule and Duplicate rules
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
To report on duplicate objects
set the object as primary on a custom type report and the duplicate record items as a related object.
202
Duplicate record sets are created when
duplicate rules run or job duplicate. Users can compare and merge records.
203
Users can XXX from chatter posts.
delete, edit, bookmark, mute and create tasks
204
My team’s filter: On reports it shows
records from whoever is below them on the role hierarchy
205
Price book: Standard is created when the first product is created. Custom can be created after. Sharing:
no access or view only
206
There are default XXX owners
case and lead
207
There’s no activities tab. Activities are a set of different objects:
tasks, events and calendars
208
Assignment rules can be assigned to
users or queues.
209
User can customize the navigation bar in an app, as long as they have the permission. They can
add, reorder, rename or remove items. The same can be done on the mobile app.
210
Accept case button appears on
queue list views
211
Custom summary formula on reports:
Can't reference another summary formula
Can’t group or filter report data by summary formula columns
212
Forecast categories
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
What are the forecast categories?
Pipeline
Best Case
Most Likely
Commit
Closed
Omitted
214
If you want to use the default mapped forecast categories and prevent users from changing them, you can
remove the field from the Opportunity page layout
215
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
using cannot access / can view / can edit
216
Contact Roles
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
How can Contact Roles on the opportunity layout help track campaign influence?
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
