Missed/Remember questions Flashcards
1
Q
What are the two options you have for field properties on page layouts?
A
Make a field required and Make a field read-only
2
Q
What are activities made up of?
A
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
3
Q
What is the limit for data loader vs mass delete for deleting records?
A
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
4
Q
What is the acronym CCLAASPR for?
A
What can be used for mass delete:
Cases,Contacts,Leads,Accounts,
Activities,Solutions,Products,Reports
5
Q
In addition to score what other information does Einstein opportunity scoring provide to assist sales users close deals
A
Indicates both positive and negative factors that contributed to the score.
6
Q
When an opportunity is closed won, and order record should be automatically be created as the administrator. What would should you recommend?
A
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.
7
Q
How many objects in total can be in a report type?
A
4: 1 primary and 3 child objects.
You can also then add fields from additional related objects
8
Q
What action is available in workflow that is not available in process builder?
A
Out bound messages
9
Q
What is not a type of workflow action? \+ Email alert \+ Custom Notification \+ Outbound Message \+ Field Update \+ Create Tasks
A
Custom Notification
Only things work flow offers is \+ Email alert \+ Outbound Message \+ Field Update \+ Create Tasks
10
Q
What is not a type of macro:
Invokable Macro
Regular Macro
Irreversible Macro
Bulk Macro
A
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
11
Q
What does Text area(rich) support?
A
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
12
Q
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?
A
Data export service
13
Q
What is required for a standard fiscal year?
A
The start month. The end month is not required unless that’s when they want their year to be counted as
14
Q
What are contact roles?
A
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.
15
Q
Data loss can occur from changing what field types.
A
- 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.
16
Q
What do record types control?
A
Path, Page layouts, Picklists P.P.P
17
Q
How can you reserve a particular conference room for a meeting?
A
Add the conference room resource as an attendee
18
Q
How can you create a resource?
A
By navigating to public calendars and resources in setup
19
Q
How can a Joined report be used as the data source of a dashboard component?
A
If the report contains a chart
20
Q
Where do you Configure IP addresses?
A
Setup>Network Access
21
Q
What record attribute is required to update a record using Data Loader?
A
Record ID
22
Q
A Salesforce Administrator accesses Flow Builder to make final changes to flow before activating it. Where can the flow be quickly activated?
A
Flow Builder Interface
23
Q
The Flow Debug page is used for?
A
Testing and debugging a flow.
24
Q
The Flow run page does what? and can it activate it too?
A
Runs the flow, but does not activate it.
25
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
26
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
27
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 )
28
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.
29
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.
30
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
31
What is a delegated approver and what do they do.
an appointed user with approver permissions,
delegated approvers can reject an approval request
32
What is app menu?
Allows you to set default order of apps for new users and visibility of apps in the app launcher.
33
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
34
How can you change the tab visibility setting of a profile?
Setup>Users>Profiles>Tab settings> 3 options: Tab Hidden, Default Off, Default On
35
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
36
What data types can be a controlling field?
Standard Picklist
Custom Picklist
Check Box
37
What data types can be a dependent field?
Custom picklist
| Multi-select picklist
38
When configuring an outcome in the decision element of a flow what are the two options available for executing the outcome?
1. The condition requirements are met
| 2. Only if the record that triggered the flow to run is updated to meet the condition requirements
39
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.
40
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.
41
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
1. Create tab, settings>tabs name the tab, select an object
2. Choose the user profile for which the tab will be available for
3. 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
42
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
43
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
44
Can a user who creates a new list view share it with a colleague?
It depends on whether the user creating the list view has the necessary permission either through their profile or a permission set. You need the 'Manage public list views' permission set
45
What is the preferred method of choice for auto populating information from a parent record to a child record?
Formula Fields to retrieve the required Account information
46
what can be dashboard components?
Charts, tables, gauges, metrics, or other components that can be created with Visualforce
47
A salesforce Administrator wants to update the records that have a picklist field status of \'new'\ and make that field blank instead. How is this achieved?
Export the records, change the \'New\' to blank and upload the data using data loader using the setting \'Insert Null Values\'
48
What tool can use the \'insert null values\' and why is it important you choose this setting instead of just import blank values?
Data loader only
Blank cells are treated by data loader as if no change happened, so it wont change any picklist values or anything you're trying to achieve.
49
When a screen flow, record-triggered flow, scheduled-triggered flow, Autolaunched flow with no trigger launches and there's an error, the flow is saved and an email is sent with a link for more efficient trouble shooting, however a failed flow will not. What could be some possible reasons the flow failed to send a link?
Error came from a platform event-triggered flow, the flow is not active, the flow came from a managed package and is not a template, the error was thrown as a result of an Apex test method, status metadata field of a flow is draft or InvalidDraft
50
Where can salesforce record ID be obtained?
The record URl, Reports, Data Loader Export File
51
How many business processes can a record type be associated with?
one or more
52
Add existing contacts to a campaign in the same import
update campaign member status
Data import wizard
53
If you need to send a survey what should be your first go to in your automation tools
The easiest way to do it is enabling surveys in survey settings in setup and using Auto response rule but this is only applicable With Self- Service portal, Customer Portal, Web-Case form, Email-to-case, on-demand email to case.
Process builder should be used next for other applications. flows can do it too but it best practice to use process builder before flows
54
What does system validation include? and which is first system of custom validation?
Checking required fields, unique fields and data type.
System validation is 1st
55
What are the steps for an organization to record records in multiple currencies?
1. Must enable multiple currencies in setup> Company information settings
2. Add the desired additional currency in the manage currencies page
56
How can you mute a record? Can they be automatically unmuted?
And what happens to the record when its muted?
Posts can be muted using the dropdown menu or by replying to post emails with the word \'mute\'
Yes the post can be automatically unmuted if the user is mentioned on the muted post
If a post is muted it is removed from the chatter and home page feeds but not from group, profile or record feed.
57
What can be used to associate campaigns together within a specific program or initiative
Parent campaign field
58
When creating an event in lightning experience, Who can you add as attendees?
Users, Contacts, leads, person accounts
59
What are steps of creating a new tab and making it available on the record page?
Settings>tabs>create new> choose profile, choose apps,
add to the lighting page builder.
60
What can you do with picklist values on standard fields?
They can be added, deleted, or reordered
61
What is the order in with automation tools are processed?
V.A.A.W.P.E
Very Awesome Admins Work Pretty Efficiently
Validation, Assignment, Auto-Response Rules, Workflow Rules, Processes, Escalation Rules
62
How would an app builder configure the Get Records element to store record fields?
Set element to automatically store all fields
63
The account object has a one-to-many relationship with
the opportunity and case objects
64
Auto-response rules only apply to what two objects?
cases and leads
65
How many auto-response rules can be active a time?
Only one rule can be active at a time for cases and leads, but each rule can have multiple rule entries.
66
What can Auto-response rules do?
they can only send emails! nothing else!
67
Map lead fields
Create an assignment rule
Create an auto-response rule
Steps related to setting up web-to-lead
68
What group option offers the most privacy?
Unlisted groups.
69
What details are still shown in private group to the public?
Name, Description, and Member list
70
What permission is required for unlisted groups in order to access or modify the unlisted groups and its files and feed content.
Manage unlisted groups permission
71
What does enabling user self deactivate option in user management settings allow for?
allows external community and external chatter users to deactivate their own records to lessen the burden on admins.
72
What does the Mass edits from List permission do?
The value for a common field in up to 200 selected records can be updated
73
What happens if you have both inline editing and enhanced lists enabled in your org?
Records can be directly edited in a list
74
Once a custom field is created can the field type be changed?
Yes but data loss may occur
75
In Dashboard properties what does the person selected under 'View Dashboard as" determine?
This is the running user and it determines what data is displayed in a dashboard.
76
What does the view all data permission allow for?
Allows choosing any user in the organization to be a running user of the dashboard
77
What is a custom URL?
Can be created by adding filter parameters to the original dashboard URL. When someone's opens the URL the dashboards filters are already set
78
How do you add a filter to the original URL?
```
filter parameter (fv0) and its value (=100000)
fv= stands for filter value
0 = the order in which the filter appears in the dashboard
&= shows that there is a new parameter in the URL
'OrginalURLHERE'&fv0=100000
```
79
Where are roles and license types set on?
the user record
80
Object-permissions, page layouts, and field level security are all set on the
profile level
81
If a support team manager wants to see their teams open tasks what can they do to quickly show this in a list view?
a. Ensure that the filter for the closed field = false
b. Click the filter button and select 'my teams tasks' in the filter for the owner field
This ensures that the list view only shows their teams tasks and only show the open ones
82
What is parallel approver routing?
The ability to send an approval to multiple approvers in a single step
83
What can the parallel approver setting be set to?
Unanimous: all approvers must approve a request before it is considered as approved
First response: Only one of the approvers needs to approve the request
84
What are the four business processes in salesforce?
Sales process(Opportunity)
Lead process(Lead)
Solution process(Solution)
Support process(Case)
85
Is Path available for all custom and standard objects?
All custom and some standard
86
What does the assistant component display in the home page on lighting app builder?
shows important updates about leads and opportunities over the course of the day.
1. Leads assigned to the current user today
2. Opportunities with overdue tasks
3. Opprotunities with no activity in 30 days
4. Opprotunities with no open activity
5. Overdue Opportunities
87
What does the recent items component display in the home page on lighting app builder?
Recently viewed items
88
What does the Todays Events component display in the home page on lighting app builder?
Displays the next 5 events scheduled today and a link to the user's calendar
89
In lightning experience what is the smallest possible component that can be added in a dashboard?
1 row 1 column
90
When clicking on a dashboard component where does it take you?
source report, filtered report, record detail page, or other URL depending on the component type
91
A list view is automatically created when a queue is created for
Cases, Leads, or Custom objects
92
Can custom and standard objects be assigned to a queue?
Yes, custom objects can and standard objects such as Cases, Leads, Orders, Service Contracts, and knowledge articles
93
How can records be placed in a queue?
manually or by assignment rules
94
In order for email templates to be able to be used what must the template be set as?
Available for use
95
A user is not able to find an email template when sending an email, what could be the reason for this?
The user does not have access to the email template folder
The email template is not marked 'available for use'
96
How can revenue be evenly and automatically attributed to all campaigns related to an opportunity
Create a custom campaign influence attribution model
Use process builder to create a process that will add records automatically
97
How can a flow be launched?
specified time and frequency for a record, when a platform event message is received, or when a record is created or updated, process builder, custom button
98
Can both custom and standard reports be scheduled to be sent via email?
yes
99
What do users need to be aware of when scheduling reports to be sent via email?
Data in the report may not be the same as the data the receiving user has visibility to
Recipients of the report must be salesforce users
100
When can dashboards be scheduled to refresh?
Daily, weekly or monthly
101
Are Dashboards automatically refreshed when displayed?
No they must be manually refreshed or scheduled to refresh
102
What options does a salesforce admin have for getting a listing of all accounts in CSV format?
Export account data using data loader
Run an account report and use the export button: details only for CSV
Use the data export function: setup, allows the selection of all data or particular objects allowing for immediate export
103
What two options do you have with using the export button?
Formatted report or a report with details only
Formatted Keeps the look of the report details offers CSV
104
How can someone make sure that they get notified in both desktop and mobile channels whenever they are @mentioned in a chatter group that he is a member of.
Enable delivery to salesforce chatter and salesforce for ios
notification type: Individual mentions on a post
must enable channels too! or it will pause delivery notifications
enable delivery of the mobile channel in the individual mentions on a post notification type
enable delivery to the desktop channel in the individual mentions on a post notification type
105
profiles vs role
profiles determine what a user can do with objects roles determine what they can have access to and see
106
How many blocks of report types can be created in joined reports?
up to 5 blocks
107
What can a group do in a joined report?
group, filter, summarize and chart report data
108
What actions are supported for joined reports in lightning experience?
a. Convert un joined reports into joined reports
b. Rename and reorder blocks
c. Add up to 10 blocks of report types
d. Create cross-block summary formula
e. Group,filter,summarize, and update records
a. Convert un joined reports into joined reports
b. Rename and reorder blocks
d. Create cross-block summary formula
109
What supports teams?
Teams
Account
Case
Opportunity
