Missed/Remember questions Flashcards
What are the two options you have for field properties on page layouts?
Make a field required and Make a field read-only
What are activities made up of?
Task: A to-do item with no duration but may optionally have a due date.
Event: Is a meeting that has a duration and therefore requires a start date/time and end date/time
What is the limit for data loader vs mass delete for deleting records?
Data loader: 100 records
Mass Delete: 250 records Accounts, Leads Activities, Contacts, Cases, Solutions, Products, and Reports
C.C.L.A.A.S.P.R
What is the acronym CCLAASPR for?
What can be used for mass delete:
Cases,Contacts,Leads,Accounts,
Activities,Solutions,Products,Reports
In addition to score what other information does Einstein opportunity scoring provide to assist sales users close deals
Indicates both positive and negative factors that contributed to the score.
When an opportunity is closed won, and order record should be automatically be created as the administrator. What would should you recommend?
Process builder: ‘Create a record’ action
Workflow: Does not give this option
Apex: Can be done with code but best practice is to you a declarative approach before a programmatic one is implemented.
How many objects in total can be in a report type?
4: 1 primary and 3 child objects.
You can also then add fields from additional related objects
What action is available in workflow that is not available in process builder?
Out bound messages
What is not a type of workflow action? \+ Email alert \+ Custom Notification \+ Outbound Message \+ Field Update \+ Create Tasks
Custom Notification
Only things work flow offers is \+ Email alert \+ Outbound Message \+ Field Update \+ Create Tasks
What is not a type of macro:
Invokable Macro
Regular Macro
Irreversible Macro
Bulk Macro
Invokable Macro
Only types of Macro available are:
- Regular Macro*: These macros perform actions that can be undone, for example the Marco selected the correct email template, but didn’t send it
- Irreversible Macro*: These macros perform actions such as sending an email to a customer and cannot be undone
- Bulk Macro*: These macros can be run on multiple records at the same time
What does Text area(rich) support?
Color,
Formatting-font(bold, italic, underline, strikethrough),
Format body ( bulleted list, Numbered list, Indent, and outdent)
Align Text( Left, Right Center)
Insert Link
Insert Image
Cloudy consulting would like to perform a backup of all internal systems every week, what feature could be used to ensure that salesforce is backed up every week?
Data export service
What is required for a standard fiscal year?
The start month. The end month is not required unless that’s when they want their year to be counted as
What are contact roles?
Enable you to define which contacts are involved in a case and what their roles are. This feature makes it easier to quickly identify who to contact and when.
Data loss can occur from changing what field types.
- Changing TO a number from any other type of field
- Changing TO currency from any other type
- Change TO multi-select picklist from any other type
- Changing FROM a checkbox to any other type of field
- Changing FROM a multi-select picklist to any other type of field
- Changing FROM percent to any other type of field.
What do record types control?
Path, Page layouts, Picklists P.P.P
How can you reserve a particular conference room for a meeting?
Add the conference room resource as an attendee
How can you create a resource?
By navigating to public calendars and resources in setup
How can a Joined report be used as the data source of a dashboard component?
If the report contains a chart
Where do you Configure IP addresses?
Setup>Network Access
What record attribute is required to update a record using Data Loader?
Record ID
A Salesforce Administrator accesses Flow Builder to make final changes to flow before activating it. Where can the flow be quickly activated?
Flow Builder Interface
The Flow Debug page is used for?
Testing and debugging a flow.
The Flow run page does what? and can it activate it too?
Runs the flow, but does not activate it.
An organization has multi-currency enabled. What can cause a record in an import file to fail?
A. The record fails system validation rules
B. The record fails custom validation rules
C. A required field is missing
If multi-currency is enabled and the currency field is left blank or an inactive currency is used what happens during import?
Nothing, personal currency of the user will be used
Marketing Director would like to add guidance for the users, especially those who are new to the company, by providing stage-specific tips, best practices and other company information necessary to move a campaign to the next stage. What will you need to do?
+ Use Lightning app builder to add the pre built path component that allows visualizing and tracking the stages of campaigns
+Create a new path using custom picklist field for the campaign object ( the information for the component )
What is a partner user?
A user who has access to CRM objects like opportunities, leads, and campaigns. Partners have access to salesforce data when they’re invited to a site.
Can a partner user be included in an opportunity team just like internal users or is there some special requirement?
Nope, no special requirement. They can be included just like internal users.
What does campaign influence allow for?
Multiple campaigns that have influenced an opportunity can be added to an opportunity related list. Although multiple campaigns can be influential, only one campaign can be selected as the primary campaign source on the opportunity
What is a delegated approver and what do they do.
an appointed user with approver permissions,
delegated approvers can reject an approval request
What is app menu?
Allows you to set default order of apps for new users and visibility of apps in the app launcher.
What is app manager?
Where you can customize the label and logo if its a custom app and change the tab settings for standard and custom
How can you change the tab visibility setting of a profile?
Setup>Users>Profiles>Tab settings> 3 options: Tab Hidden, Default Off, Default On
What the difference between tab on, off and hidden when changing tab settings on profile?
Tab Hidden: The tab will not be visible by default and the user cannot enable it.
Default Off: Allows the tab to still be visible when viewing “all items” in app launcher but not visible within an app.
Default On: Allows the tab to be visible in the app and when viewing all tabs
What data types can be a controlling field?
Standard Picklist
Custom Picklist
Check Box
What data types can be a dependent field?
Custom picklist
Multi-select picklist
When configuring an outcome in the decision element of a flow what are the two options available for executing the outcome?
- The condition requirements are met
2. Only if the record that triggered the flow to run is updated to meet the condition requirements
What is rollback mode and where is it only allowed?
Roll back mode allows you to undue any changes you made while debugging a flow. This is only allowed in auto launched flows.
Field-level security only controls the visibility of what?
fields! nothing else, not tabs not apps, none of that. This was a silly question to miss.
What are the three steps in creating a new tab and assigning it to an app?
What to look for when trouble shooting if a tab isn’t visible. Example tab isn’t visible for HR team
- Create tab, settings>tabs name the tab, select an object
- Choose the user profile for which the tab will be available for
- Choose the apps for which the custom tab will be available for
If you run into issues with not seeing a tab it’s a problem with most likely one of these three areas.
Example: Tab for HR team
Check if the custom tab is visible for the HR team user profile.
Check if the object permission is correctly applied to the HR Profile
Check if the tab has been added to the application page layout on lightning app builder
If a field is not required for certain users how can you ensure that users would not be able to access this field when they view account records?
Use field-level security to make the field hidden for all the profiles
Remove the field from the page layout
Use the ‘ field accessibility ‘ page in setup to restrict the field’s visibility
When would you use list email and when would you use mass email leads?
Both offer the functionality of sending mass personalized individual emails to campaigns contacts or leads but mass email leads is only for classic and List email is only for lightning