Missed/Review Questions pt.2 Flashcards

1
Q

Are look up filters required in lightning experience even if the salesforce administrator specified them as optional during setup?

A

Yes, in lightning experience they are required.

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2
Q

True or False Lookup filters can reference fields on records related to the target object

A

True

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3
Q

What can the time field type do?

A

can store a time value that is not bound to a date

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4
Q

Do picklist values need to be activated?

A

No, they’re added as active

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5
Q

How many forecast types can be added in forecast settings?

A

4

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6
Q

What is the definition of a case?

A

customer’s feedback, problem, or question

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7
Q

What is the Modify all data permission?

A

Is a powerful permission used by administrators that gives them the ability to modify all apps and data regardless of whether these are shared with them or not

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8
Q

What is the Can Approve Feed post and comment permission?

A

Allows authors and moderators to manage posts and comments that are pending review in a community

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9
Q

What permissions are required to make a case feed item visible to external users?

A

Edit my own posts and edit posts on records I own

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10
Q

what is a person account

A

individual consumer

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11
Q

what can accounts represent?

A

Individual consumers
Competitors
Companies you do business with

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12
Q

What do outbound messages allow for?

A

allows you to specify that changes to fields within salesforce can cause messages to be sent to other external systems

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13
Q

What actions can be preformed to customize a record page in lightning app builder?

A

Components can be added, edited, reordered, or removed from a record page in lightning app builder

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14
Q

How many master-detail relationships can you have per object

A

2

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15
Q

Does the limit on master-detail relationships have an affect on how many, many-to-many relationships you can have?

A

no, because the master-detail relationship would be on the child object not the primary. So you would just need to add a junction per child for a limit of 2. But you have to take into consideration you custom object quota and how many you have left to use.

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16
Q

The sales manager would like for the reps to synchronize repeating events between outlook and salesforce they are using lightning experience. How can they do this?

A

the Admin has to Enable ‘Sync event series’ in lightning configuration

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17
Q

What does enabling the roll up activities to contacts primary account do? And where is it enabled?

A

Related task and events of contacts are displayed in the primary account of the contact. It is enabled via the activity settings in an org

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18
Q

Which of the following are high risk in Security Health?

A. Number of Expired Certificates
B. Maximum invalid Login attempts
C. Minimum password length
D. Days until certificate expiration

A

A. Number of Expired Certificates

B. Maximum invalid Login attempts

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19
Q

What changes when using dynamic dashboards. Source reports or data or both?

A

Source reports do not change depending on the user, only the data varies according to their access level

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20
Q

Based on the salesforce baseline standard, which grade does the score correspond to?

90+
80-89
70-79
55-69
-54
A
90+ = Excellent
80-89 = Very Good
70-79 = Good
55-69 = Poor
-54 = Very poor
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21
Q

In order for a record page to be available to users what must be true?

A

It has to be activated!

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22
Q

Does a record page have to be assigned to profiles for it to be available for users?

A

no it can be assigned at different levels like org default, app default, as app etc.

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23
Q

is campaign member a standard object

A

yes!

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24
Q

Where do you go if a marketing director wants their users to only see campaign members whos lead or contact records they can access in salesforce?

A

Setup>sharing settings> campaign member object: controlled by campaign member

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25
Q

Do field level security settings override universally required fields?

A

no, universally required fields are editable on all page layouts for all profiles

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26
Q

This field is automatically added to all page layouts, required fields can be applied to text, number, and picklist fields, they cannot be hidden

A

universally required fields

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27
Q

in duplicate rules sales admin can specify what happens when a record is considered a duplicate based on matching rules. It can be specified to all two options

A

allow the record to be created or block it completely

28
Q

What does enabling dynamic forms do?

A

a warning can be given to an agent that the new record they’re creating is a potential duplicate even before the first save attempt

29
Q

What bypasses device activation?

A

logging in, in a trusted IP range

30
Q

what s the maximum number of dashboard components you can have

A

20

31
Q

what can a delegated user do and not do?

A

Reset passwords, create and edit users, assign specific permission sets.

They cannot modify permission sets, assign profiles or permission sets that have the modify all data permissions

32
Q

What objects can be used for matching external IDs using the Data Import Wizard?

A

any object that includes an external ID field when bein imported

33
Q

Can you have multiple external IDs?

A

yes, and you can pick which one you want to use for matching

34
Q

How do processes evaluate?

multiple or single criteria?

A

The can evaluate multiple criteria and execute action from more than one criteria, but can only evaluate the next criteria if the action group does not contain a scheduled action

35
Q

What automation tool allows for a schedule flow?

A

flow from apex or auto launched flow ( schedule-triggered)

36
Q

Lightning table

A

displays tabular information add up to 2 groups, display up to 200 records, and 10 columns

37
Q

What is a hierarchical relationship and what is a use case?

A

special lookup relationship type available only for the user object which allows association between one user and another that does not directly or indirectly refer to itself. Two managers one user record one manager field. add hierarchical field to add another manager

38
Q

When a case is deleted what is deleted?

A

all related events, tasks, case comments, and attachments

39
Q

Which feature is not available to community users in the customer service experience builder template?

A

Template customization

40
Q

If two groups have different sales stages what must you do in order for you to setup the correct stages for every group?

A

You have to setup two different sales processes and assign them to the appropriate profiles

41
Q

In addition to organization wide where else can you specify session settings in salesforce?

A

profile. profile overrides org

42
Q

How many currencies can you have in a price book?

A

only one so if you have multiple currencies you’ll need to make a pricebook of the products in every currency

43
Q

does locale settings change the users language?

A

no it just changes the formating of certain fields, to change the language change the language settings

44
Q

bucketing

A

allows you to quickly categorize records without creating a formula or custom field

45
Q

when are validation rules fired?

A

before a new record is saved or before an record is updated

46
Q

what are the four summary types?

A

AVG,Min,MAX,SUM

47
Q

what are the 3 communities that salesforce offers?

A

employee, customer, partner

48
Q

what are queues available for? C.C.L.O.S.K

A

cases, custom objects, leads, orders, service contracts, and knowledge

49
Q

Ques available for acronym

A

CCLOSK

50
Q

what can records in lightning sync automatically keep in sync between outlook and salesforce?

A

events,contracts

51
Q

if you login using data loader what will you need

A

a password token

52
Q

where do you assign feature licenses?

A

user record

53
Q

what are the four different tabs you can create in salesforce

A

Custom object tab, web tab, visual force tab, lightning page tab

54
Q

how long does field history retain data history?

A

up to 18 months

55
Q

difference between gauges and metric dashboard components

A

Metric:
Guage: Single value that you want to show with in a range of custom values

56
Q

where would you go to view pending workflow actions that are scheduled to fire in the future?

A

Time-based workflow

57
Q

Can custom fields be mapped to standard fields?

A

no only other custom fields

58
Q

Formula field cannot be used to auto populate a field when the custom field value is from a converted lead

A

True

59
Q

can assignment rules update anything?

A

noooooooooo, they can only assign

60
Q

if you login outside of the IP defined at the profile level what happens?

if you login outside of the org trusted IP range what happens?

A

Outside of IP defined at the profile level access is denied

Outside of IP for Org level, you’ll be sent a login challenge

61
Q

Where can hours be set at and where and trusted IP be set at

A

hours is at the profile level only

IP is at the org or profile but the profile is more strict and there’s no challenge sent if your outside it. you just get denied access

62
Q

What do you need in order to log emails to email objects and not tasks?

A

enable salesforce outlook integration, enable email to salesforce, enable enhanced email

63
Q

what does email to saleforce do?

A

relates emails to salesforce records like contacts,leads, and opprotunites

64
Q

what does enable enhanced email do?

A

allow reps to easily associate emails to relevant salesforce records. without it emails are associated to tasks

65
Q

what does running reports as my teams accounts include?

A

their own records and all the records of users below them

66
Q

What cannot be added to custom reports?

A

history fields, product schedule fields, the age field on cases and opportunities

67
Q

Custom object tabs can only be created for?

A

custom objects