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Salesforce Admin > Platform Basics > Flashcards

Platform Basics Flashcards

1
Q

Standard functionality - see prospects and customers

A

leads and opportunities to manage sales

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2
Q

Standard functionality - Help customers after the sale

A

cases and communities for customer engagement

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3
Q

Standard functionality - work on the go

A

customizable salesforce mobile app

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4
Q

Standard functionality - collaborate with coworkers, partners and customers

A

chatter and communities to connect your customers

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5
Q

Standard functionality - market to your audience

A

marketing cloud to manage your customer journeys

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6
Q

database within salesforce include

A

app, objects (custom and standard), records, and fields

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7
Q

org

A

Short for “organization” - refers to specific instance of Salesforce

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8
Q

app

A

a set of objects, fields, and other functionality that supports a business process

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9
Q

object

A

tables in the Salesforce database that store a particular kind of information

containers for your information

they also give you special functionality
For example, when you create a custom object, the platform automatically builds things like the page layout for the user interface.

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10
Q

record

A

rows in object database tables. Records are the actual data associated with an object

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11
Q

field

A

columns in object database tables. Both standard and custom objects have fields

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12
Q

declarative development

A

use forms and drag-and-drop tools to perform powerful customization tasks

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13
Q

programmatic development

A

uses things like Lightning components, Apex code, and Visualforce pages

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14
Q

For employees who work in Finance . . .

A

Customize the platform for Budget management,
Contract management,
Pricing

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15
Q

For employee who work in product . . .

A

Customize the platform for Warranty management,
Preproduction testing,
Product ideas and innovation

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16
Q

For employees who work in supply chain . . .

A

Customize the platform for Procurement,
Vendor management,
Logistics

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17
Q

For employees who work in operations . . .

A

Customize the platform for Asset and facilities management, Merger and acquisition enablement,
Business agility

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18
Q

Salesforce architecture

A

Salesforce is a cloud company. Everything we offer resides in the trusted, multitenant cloud.

The Salesforce platform is the foundation of our services. It’s powered by metadata and made up of different parts, like data services, artificial intelligence, and robust APIs for development.

All our apps sit on top of the platform. Our prebuilt offerings like Sales Cloud and Marketing Cloud, along with apps you build using the platform, have consistent, powerful functionality.

Everything is integrated. Our platform technologies like Einstein predictive intelligence and the Lightning framework for development are built into everything we offer and everything you build.

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19
Q

trust

A

trust i top priority

keeping your sensitive data in your org
building functionality vital to your company’s success
always transparent about our services.

trust.salesforce.com:
view performance data
get more information about how we secure your data.
shows you any planned maintenance

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20
Q

Multitenant Cloud

A

sharing resources

Salesforce provides a core set of services to all our customers in the multitenant cloud.
No matter the size of your business, you get access to the same computing power, data storage, and core features.

latest and greatest features with automatic, seamless upgrades three times a year.
you never have to install new features or worry about your hardware.

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21
Q

metadata

A

data about data

standard and custom configurations, functionality, and code in your org are metadata.

Part of the reason you can move so fast on the platform is that Salesforce knows how to store and serve you that metadata immediately after you create it.

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22
Q

API

A

allow different pieces of software to connect to each other and exchange information.

When you add a custom object or field, the platform automatically creates an API name that serves as an access point between your org and the database.

Salesforce uses that API name to retrieve the metadata and data you’re looking for.

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23
Q

Setup

A

one-stop-shop for customizing, configuring, and supporting your org

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24
Q

Setup - Object Manager

A

Object Manager is where you can view and customize standard and custom objects in your org.

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25
Q

Setup - Startup Menu

A

The menu gives you quick links to a collection of pages that let you do everything from managing your users to modifying security settings.

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26
Q

Setup - Main Window

A

this is where you can see whatever it is you’re trying to work on.

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27
Q

Setup menu: Administration

A

The Administration category is where you manage your users and data. You can do things like add users, change permissions, import and export data, and create email templates.

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28
Q

Setup menu: Platform Tools

A

You do most of your customization in Platform Tools. You can view and manage your data model, create apps, modify the user interface, and deploy new features to your users. If you decide to try your hand at programmatic development, Platform Tools is where you manage your code as well.

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29
Q

Setup menu: Settings

A

Finally, Settings is where you manage your company information and org security. You can do things like add business hours, change your locale, and view your org’s history.

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30
Q

Setup menu: Company Information

A

At-a-glance view of your org
Find your org ID
See your licensing information
Monitor important limits like data and file usage

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31
Q

Setup menu: Users

A

Reset passwords
Create new users and deactivate or freeze existing users
View information about your users

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32
Q

Setup menu: Profiles

A

Manage who can see what with user profiles

Create custom profiles

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33
Q

Setup menu: View Setup Audit Trail

A

See 6 months of change history in your org
Find out who made changes and when
Tool for troubleshooting org configuration issues

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34
Q

Setup menu:

A

See 6 months of login history for your org
View date, time, user, IP address, and more login data
Use for security tracking and adoption monitoring

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35
Q

good AppExchange strategy

A

1 - Identify departments that use or plan to use Salesforce. These are your primary stakeholders.
2 - Research what’s available on AppExchange that best meets your stakeholder requirements. Discuss business cases with department heads to determine exact needs. Here are some good questions to ask:
What business problem are you trying to solve?
What are your main pain points right now?
How many users need this app?
What’s your budget?
What’s your time line?
These questions help you identify apps that are the best fit for each department or business case.
3 - When you find an app that you think meets your needs, download the app in a test environment (like a free Developer Edition or sandbox). Ensure that the app you’re installing doesn’t interfere with any other apps you’ve installed or customizations you’ve made.
4 - If you’re choosing between multiple apps, take some time to evaluate what you’ve tested. Determine whether there are feature gaps or unwanted functionality. If necessary, invite your stakeholders to demo the apps and provide feedback.
5 - You’re ready to go! You’ll install and deploy your app in your production environment. Make sure you keep your users in the loop about what’s changing, and provide training and documentation as necessary.

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36
Q

data model

A

a way to model what database tables look like in a way that makes sense to humans.

the collection of objects and fields in an app

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37
Q

Field type - Identity

A

A 15-character, case-sensitive field that’s automatically generated for every record. You can find a record’s ID in its URL.

An account ID looks like 0015000000Gv7qJ.

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38
Q

Field Type - System

A

Read-only fields that provide information about a record from the system, like when the record was created or when it was last changed.

CreatedDate, LastModifiedById, and LastModifiedDate.

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39
Q

Field Type - Name

A

All records need names so you can distinguish between them. You can use text names or auto-numbered names that automatically increment every time you create a record.

A contact’s name can be Julie Bean. A support case’s name can be CA-1024.

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40
Q

Field Type - Custom

A

Fields you create on standard or custom objects are called custom fields.

You can create a custom field on the Contact object to store your contacts’ birthdays.

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41
Q

Fields

A

Each standard object also comes with a set of prebuilt, standard fields.

You can customize standard objects by adding custom fields, and you can add custom fields to your custom objects.

Every field has a data type.

A data type indicates what kind of information the field stores.

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42
Q

Be thoughtful about names

A

Give your objects and fields descriptive, unique names to improve clarity.

(not “Property2”)

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43
Q

Lookup Relationships

A

links two objects together so that you can “look up” one object from the related items on another object.

Lookup relationships can be one-to-one or one-to-many. The Account to Contact relationship is one-to-many because a single account can have many related contacts.

Typically, you use lookup relationships when objects are only related in some cases. Sometimes a contact is associated with a specific account, but sometimes it’s just a contact. Objects in lookup relationships usually work as stand-alone objects and have their own tabs in the user interface.

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44
Q

Master-Detail Relationships

A

one object is the master and another is the detail. The master object controls certain behaviors of the detail object, like who can view the detail’s data.

the detail object doesn’t work as a stand-alone. It’s highly dependent on the master. In fact, if a record on the master object is deleted, all its related detail records are deleted as well. When you’re creating master-detail relationships, you always create the relationship field on the detail object.

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45
Q

hierarchical relationship

A

a special type of lookup relationship. The main difference between the two is that hierarchical relationships are only available on the User object. You can use them for things like creating management chains between users.

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46
Q

Lightning Experience

A

a modern user interface that helps your sales reps sell faster and your service reps support customers more productively

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47
Q

Lightning Experience might be right for some or all of your org if:

A

Your sales team does business-to-business sales using accounts, contacts, leads, opportunities, custom objects, and the other sales features supported in the new user interface.

You’re looking to reboot your Salesforce implementation. This is a great opportunity to clean up or reinvision your business processes and introduce new features because you’re doing change management anyway.

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48
Q

Salesforce Classic might be right for you if:

A

Your sales team makes regular use of features that aren’t available in Lightning Experience, such as territory management.

Your service team has a robust knowledge base with Salesforce Knowledge.

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49
Q

Data Import Wizard

A

setup menu

lets you import data in common standard objects, such as contacts, leads, accounts, as well as data in custom objects.

It can import up to 50,000 records at a time.

It provides a simple interface to specify the configuration parameters, data sources, and the field mappings that map the field names in your import file with the field names in Salesforce.

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50
Q

Data Loader (import)

A

a client application that can import up to five million records at a time, of any data type, either from files or a database connection.

It can be operated either through the user interface or the command line. In the latter case, you need to specify data sources, field mappings, and other parameters via configuration files.

This makes it possible to automate the import process, using API calls.

If you need to load more than 5 million records, we recommend you work with a Salesforce partner or visit the AppExchange for a suitable partner product.

You want to schedule regular data loads, such as nightly imports.

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51
Q

Follow these steps before you start importing any data.

A

Use your existing software to create an export file.

Clean up the import file for accuracy and consistency. This involves updating the data to remove duplicates, delete unnecessary information, correct spelling and other errors, and enforce naming conventions.

Compare your data fields with the Salesforce fields you can import into, and verify that your data will be mapped into the appropriate Salesforce fields. You might need to fine-tune the mapping before starting the import. For details, see Field Mapping for Data Sources in the online help.

Make any configuration changes required in Salesforce to handle the imported data. For example, you might need to create new custom fields, add new values to picklists, or temporarily deactivate workflow rules.

Salesforce recommends you import using a small test file first to make sure you’ve prepared your source data correctly.

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52
Q

SOAP API vs Bulk API

A

Data Loader uses the SOAP API to process records. For faster processing, you can configure it to use the Bulk API instead. The Bulk API is optimized to load a large number of records simultaneously. It is faster than the SOAP API due to parallel processing and fewer network round-trips.

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53
Q

New Values for Picklists and Multi-Select Picklists

A

If you import a picklist value that doesn’t match an existing picklist value:
For an unrestricted picklist, the Data Import Wizard uses the value that’s in the import file.
For a restricted picklist, the Data Import Wizard uses the picklist’s default value.

54
Q

Multi-Select Picklists

A

To import multiple values into a multi-select picklist, separate the values by a semicolon in your import file.

55
Q

Checkboxes

A

To import data into a checkbox field, use 1 for checked values and 0 for unchecked values.

56
Q

Default Values

A

For picklist, multi-select picklist, and checkbox fields, if you do not map the field in the import wizard, the default value for the field, if any, is automatically inserted into the new or updated record.

57
Q

Date/Time Fields

A

Ensure that the format of any date/time fields you are importing matches how they display in Salesforce per your locale setting.

58
Q

Formula Fields

A

Formula fields cannot accept imported data because they are read-only.

59
Q

Field Validation Rules

A

Salesforce runs validation rules on records before they are imported. Records that fail validation aren’t imported. Consider deactivating the appropriate validation rules before running an import if they affect the records you are importing.

60
Q

Data Export Wizard

A

this is an in-browser wizard, accessible through the Setup menu. It allows you to export data manually once every six days (for weekly export) or 28 days (for monthly export). You can also export data automatically, at weekly or monthly intervals.

61
Q

Data Loader (export)

A

this is a client application that you must install separately. It can be operated either through the user interface or the command line. The latter option is useful if you want to automate the export process, or use APIs to integrate with another system.

62
Q

What Is a Lightning App?

A

An app is a collection of items that work together to serve a particular function. In Lightning Experience, Lightning apps give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar.

Lightning apps let you brand your apps with a custom color and logo. You can even include a utility bar and Lightning page tabs in your Lightning app. Members of your org can work more efficiently by easily switching between apps. What’s most important to sales reps? Accounts, events, and organizations. How about sales managers? Reports and dashboards make the top of the list.

63
Q

what things can you put in a Lightning app?

A 
Most standard objects, including Home, the main Chatter feed, Groups, and People
Your org’s custom objects
Visualforce tabs
Lightning component tabs
Canvas apps via Visualforce tabs
Web tabs

You can even include Lightning page tabs and utilities like Lightning Voice. If your org uses utility features, you can enable a utility bar in your app that allows instant access to productivity tools, like integrated voice, in the Lightning Experience footer.

You can also build your own on-demand apps by grouping items into new custom apps.

64
Q

Compact layouts

A

control which fields your users see in the highlights panel at the top of a record.

They also control the fields that appear in the expanded lookup card you see when you hover over a link in record details, and in the details section when you expand an activity in the activity timeline.

Compact layouts also control how records display in the Salesforce mobile app.

65
Q

The page layout editor lets you

A

Control which fields, lists of related records, and custom links users see
Customize the order that the fields appear in the page details
Determine whether fields are visible, read only, or required
Control which standard and custom buttons appear on records and related lists
Control which quick actions appear on the page

66
Q

Actions

A

Actions let your users quickly do tasks, such as create records, log calls, send emails, and more. With custom actions, you can make your users’ navigation and workflow as smooth as possible by giving them quick access to information that’s most important.

67
Q

Quick Actions

A

shortcuts. They offer a fast way for mobile users to launch a specific workflow in the Salesforce mobile app, like creating records, logging calls, or sharing files.

68
Q

Object-specific actions

A

let users create or update records in the context of a particular object. In the Salesforce app, object-specific actions show up on record detail pages.

69
Q

Global actions

A

let users create records, but the new record has no relationship with other records. And they’re called global actions because they can be put anywhere actions are supported—on record detail pages, but also places like the feed or Chatter groups.

70
Q

Object-specific actions

A

Object-specific actions have automatic relationships to other records and let users quickly create or update records, log calls, send emails, and more, in the context of a particular object.

Object-specific actions live on the page layout for the object.

71
Q

Global actions

A

You create global actions in a different place in Setup than you create object-specific actions. They’re called global actions because they can be put anywhere actions are supported. Use global actions to let users log call details, create or update records, or send email, all without leaving the page they’re on.

Global actions live on a special layout of their own, known as the global publisher layout. It isn’t associated with an object, and it populates the global actions menu in Lightning Experience. Users can access the global actions menu by clicking “+” Global Actions menu icon in the Salesforce header.

72
Q

report

A

a list of records (like opportunities or accounts) that meet the criteria you define

Every report is stored in a folder. Report folders determine how reports are accessed, and who can access them to view, edit, or manage. Folders can be public, hidden, or shared. You control who has access to the contents of the folder based on roles, permissions, public groups, and license types.

73
Q

Dynamic dashboards

A

dashboards for which the running user is always the logged-in user. This way, each user sees the dashboard according to his or her own access level. If you’re concerned about too much access, dynamic dashboards might be the way to go.

74
Q

running user

A

If the running user is a specific user, all dashboard viewers see data based on the security settings of that user—regardless of their own personal security settings. For this reason, you’ll want to choose the running user wisely, so as not to open up too much visibility.

75
Q

Standard Filter

A

Standard filters are applied by default to most objects. Different objects have different standard filters, but most objects include the standard filters Show and Date Field. Show filters the object around common groupings (like “My accounts” or “All accounts”). Date Field filters by a field (such as Created Date or Last Activity) and a date range (such as “All Time” or “Last Month”).

76
Q

Field Filter

A

Field filters are available for reports, list views, workflow rules, and other areas of the application. For each filter, set the field, operator, and value. With tabular, summary, and matrix reports, you can drag a field from the Fields pane to the Filters pane to add a report filter.

77
Q

Filter Logic

A

Add Boolean conditions to control how field filters are evaluated. You must add at least 1 field filter before applying filter logic.

78
Q

Cross Filter

A

Filter a report by the child object using WITH or WITHOUT conditions. Add subfilters to further filter by fields on the child object. For example, if you have a cross filter of Accounts with Opportunities, click Add Opportunity Filter and create the Opportunity Name equals ACME subfilter to only include those opportunities.

79
Q

Row Limit

A

or tabular reports, select the maximum number of rows to display, then choose a field to sort by and the sort order. You can use a tabular report as the source report for a dashboard table or chart component, if you limit the number of rows it returns.

80
Q

Establish naming conventions for accounts

A

If you don’t already have standards for account names, now is a great time to establish some. It’s important to consider how best to record an account’s name, and how you can use naming to denote relationships between accounts. For example, if you work with multiple franchises, you might need to use names that make sense in a hierarchy but also help you differentiate between two stores with the same name in a similar geographic area.

81
Q

Don’t allow orphan contacts

A

Always associate contacts with an account. Contacts without accounts—private contacts—are like a forgotten boat adrift at sea. They’re hidden from all users except their owner and system administrators, which makes them easy to forget, hard to find, and useless to colleagues.

82
Q

Audit your accounts and contacts

A

Use exception reporting in Salesforce to find accounts and contacts without activities in the last 30, 60, or 90 days.

Or create an “inactive” checkbox field on your account and contact objects, and use mass update to denote inactive accounts. Set up an automated process to mark accounts and contacts inactive for you, based on criteria you specify.

83
Q

Handle inactive accounts and contacts

A

After you’ve located inactive accounts and contacts, you can handle them in many different ways. For example,
Organize an outreach campaign to re-engage with them.

Exclude them from list views, reports, automated processes, campaigns, and more so you can focus marketing, sales, and service efforts on active customers .

84
Q

Maintain active ownership

A

It’s hard to actively manage an account if it’s assigned to someone who isn’t using Salesforce. When an employee moves to a different position or leaves your company, assign that person’s accounts and contacts to new owners.

85
Q

Keep your records updated

A

Use features like Social Accounts, Contacts, and Leads, and Data.com to gather up-to-date information. Make it a policy that all updated data is entered into Salesforce.

86
Q

Global Enterprise Account

A

You could establish one global account and link all contacts, opportunities, cases, and so on to that single overarching account. Using one global account makes it easy to find that account’s records and to report on that account at the enterprise level. But it’s harder to manage a large mass of information, and not being able to easily view the big picture might make it hard to see what each location needs from you for your relationship to be successful.

87
Q

Location-Specific Accounts

A

Establish accounts for each location and create contacts, opportunities, cases and so on separately for each location. With this option, you maintain more accounts and need to set up a few more complex reports to get the big picture. But using multiple accounts means you can take advantage of account ownership, hierarchies, specific sharing settings, and more granular reporting. You can also more easily track and report on opportunities, cases, and other interactions for each account.

We recommend establishing accounts for each separate location, rather than squeezing all locations into a single global account. This arrangement lets you concentrate on customer success in each location while still giving you the ability to put the big picture together.

88
Q

Opportunity Teams

A

a bit like Account Teams. Both allow you to relate particular people at your company to accounts or opportunities. But where Account Team members can be expected to form a long-term relationship with the customer, an Opportunity Team is a temporary group composed of people who can help you close the deal.

Being a part of the Opportunity Team gives the team members special visibility into the opportunity, such as updates on Chatter. Salesforce offers the Opportunity Splits feature to incentivize team members to complete the deal.

89
Q

Report Type

A

Choosing the right report type is one of the most important steps in building a report. When you pick a report type, you’re picking the records and fields you’ll be able to see in your report.

Each report type has a primary object and one or more related objects. For standard report types, you will typically see this represented in the report type name. For example, with the ‘Contacts & Accounts’ report type, ‘Contacts’ is the primary object and ‘Accounts’ is the related object.

For custom report types, from Setup, enter Report Types in the Quick Find box, then select Report Types to see the primary and related objects. As a best practice, consider following the standard report type naming convention when creating custom report types.

90
Q

Primary object with related object (reports)

A

Records returned are only those where the primary object has at least one related object record. In our example of ‘Contacts & Accounts’, the only records that would be displayed on the report would be ‘Contacts’ that have at least one related ‘Account’ record.

91
Q

Primary object with or without related object (reports)

A

Records returned are those where the primary object may or may not have a related object record. If we were to create a custom report type ‘Contacts with or without Accounts’, then ‘Contacts’ would be displayed whether or not they have a related ‘Account’ record. You can have up to four related objects, and each can have the “with” or “with or without” distinction.

92
Q

Standard Filter

A

Standard filters are applied by default to most objects. Different objects have different standard filters, but most objects include the standard filters Show and Date Field. Show filters the object around common groupings (like “My accounts” or “All accounts”). Date Field filters by a field (such as Created Date or Last Activity) and a date range (such as “All Time” or “Last Month”).

93
Q

Field Filter

A

Field filters are available for reports, list views, workflow rules, and other areas of the application. For each filter, set the field, operator, and value. With tabular, summary, and matrix reports, you can drag a field from the Fields pane to the Filters pane to add a report filter.

94
Q

Filter Logic

A

Add Boolean conditions to control how field filters are evaluated. You must add at least 1 field filter before applying filter logic.

95
Q

Cross Filter

A

Filter a report by the child object using WITH or WITHOUT conditions. Add subfilters to further filter by fields on the child object. For example, if you have a cross filter of Accounts with Opportunities, click Add Opportunity Filter and create the Opportunity Name equals ACME subfilter to only include those opportunities.

96
Q

Row Limit

A

For tabular reports, select the maximum number of rows to display, then choose a field to sort by and the sort order. You can use a tabular report as the source report for a dashboard table or chart component, if you limit the number of rows it returns.

97
Q

Tabular Reports

A

Tabular reports are the simplest and fastest way to look at your data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. While easy to set up, they can’t be used to create groups of data and there are limits to how you can use them in dashboards. Consequently, they’re often best used for tasks like generating a mailing list.

98
Q

Summary Reports

A

Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. These will take you a bit more time to set up, but summary reports give us many more options for organizing the data, and are great for use in dashboards.

99
Q

Matrix Reports

A

Matrix reports allow you to group records both by row and by column. These reports are the most time-consuming to set up, but they also provide the most detailed view of our data. Like summary reports, matrix reports can have graphs and be used in dashboards.

100
Q

Joined Reports

A

Joined reports let you create different views of data from multiple report types. In a joined report, data is organized in blocks. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. You can add a chart to a joined report.

101
Q

Dashboard filter gotchas:

A

Filters can’t be added to dashboards that contain Visualforce components.

It’s not possible to filter on bucket fields. However, it is possible to use a report filtered on a bucket field on the dashboard page.

Filters aren’t applied when you schedule or email a dashboard.

You can’t filter data on a joined report in dashboard view or add a filter to a dashboard that only has joined reports.

102
Q

Feed Tracking

A

Feed tracking in Salesforce highlights changes to records by automatically announcing them in the record’s feed.

Feed tracking has many uses, but one of the most powerful is the visibility provided when you’re on the go and using the Salesforce mobile app.

You can track fields on the user, group, and topics objects, custom and external objects, and the following standard objects: account, article type, asset, campaign, case, contact, contract, dashboard, event, lead, opportunity, product, report, solution, task, and work order.

If you enable feed tracking for certain objects, some fields are automatically tracked by default.

103
Q

Actions

A

Actions add functionality, like post, poll, and question, to the Chatter publisher.

Use global actions to customize publisher layouts that appear on global pages, like the Home page and the Chatter page. Publisher layouts also drive the actions that users see in the action bar and action menu on the Feed and People pages in the Salesforce app.

104
Q

Nonstandard actions

A

are actions that you create and customize yourself.

105
Q

Standard actions

A

are actions that are automatically included when Chatter is enabled—such as Post, File, Link, and Poll. You can customize the order in which these actions appear, but you can’t edit their properties.

106
Q

Default actions

A

Salesforce predefined actions for getting you and your users started using actions in your organization. Make default actions available to your users by adding them to publisher layouts.

107
Q

Mobile smart actions

A

preconfigured actions, just like default actions, and are supported on the same list of objects.

108
Q

Custom actions

A

invoke Lightning components, Visualforce pages, or canvas apps with functionality that you define. For example, you can create a custom action to enable users to write comments that are longer than 5,000 characters. You can create an action that integrates a video-conferencing application for face-to-face meetings between support agents and customers.

109
Q

Productivity actions

A

predefined by Salesforce and are attached to a limited set of objects. Productivity actions aren’t editable, nor can they be deleted.

110
Q

Manage Object Permissions

A

The simplest way to control data access is to set permissions on a particular type of object.

You can set object permissions with profiles or permission sets. A user can have one profile and many permission sets.

A user’s profile determines the objects they can access and the things they can do with any object record (such as create, read, edit, or delete).

Permission sets grant additional permissions and access settings to a user.

111
Q

Permission Sets

A

can only add permissions. To take away a permission, you have to remove it from the user’s base profile and from any permission sets the user may have.

112
Q

Record-Level Security

A

Record access determines which individual records users can view and edit in each object they have access to in their profile. First ask yourself these questions:

Should your users have open access to every record, or just a subset?
If it’s a subset, what rules should determine whether the user can access them?

113
Q

Org-wide defaults- Record-Level Security

A

Org-wide defaults specify the baseline level of access that the most restricted user should have. Use org-wide defaults to lock down your data, and then use the other record-level security and sharing tools (role hierarchies, sharing rules, and manual sharing) to open up the data to users who need it.

Object permissions determine the baseline level of access for all the records in an object. Org-wide defaults modify those permissions for records a users doesn’t own. Org-wide sharing settings can be set separately for each type of object.

Org-wide defaults can never grant users more access than they have through their object permission.

114
Q

Role hierarchies- Record-Level Security

A

Ensure managers have access to the same records as their subordinates. Each role in the hierarchy represents a level of data access that a user or group of users needs.

115
Q

Sharing rules- Record-Level Security

A

Automatic exceptions to org-wide defaults for particular groups of users, to give them access to records they don’t own or can’t normally see.

Sharing rules can be based on who owns the record or on the values of fields in the record. For example, use sharing rules to extend sharing access to users in public groups or roles. As with role hierarchies, sharing rules can never be stricter than your org-wide default settings. They just allow greater access for particular users.

116
Q

Manual sharing- Record-Level Security

A

lets record owners give read and edit permissions to users who might not have access to the record any other way.

117
Q

Public Group

A

a collection of individual users, other groups, individual roles, and/or roles with their subordinates that all have a function in common.

Using a public group when defining a sharing rule makes the rule easier to create and, more important, easier to understand later, especially if it’s one of many sharing rules that you’re trying to maintain in a large organization. Create a public group if you want to define a sharing rule that encompasses more than one or two groups or roles, or any individual.

118
Q

Cases

A

It doesn’t matter if your support team receives a customer issue by email, Web chat, or any other channel: all issues are tracked as cases.

119
Q

Guided Visual Experiences

A

If the business process you’re automating requires user input, use the Cloud Flow Designer to build a flow. That way, you can provide a rich, guided experience for your users, whether in your Salesforce org or in a Lightning community.

120
Q

Business Processes that Start Automatically

A

Process Builder is the simplest Lightning Flow tool for the job.

For a given object, Process Builder lets you control the order of your business processes without any code.

In Cloud Flow Designer, you can’t define a trigger. For a flow to start automatically, you have to call it from something else, like a process or Apex trigger.

121
Q

Business Processes That Start with a Click

A

If your behind-the-scenes business process should start when a user clicks something, use Cloud Flow Designer to build a flow. Then distribute that flow with a custom button or link on the appropriate page.

122
Q

Approval Automation

A

To automate your company’s business processes for approving records, use Approvals to build an approval process.

Approvals isn’t included in Lightning Flow, but it’s a declarative way to automate something that Lightning Flow doesn’t cover. That said, Lightning Flow does support automating how a record gets submitted for approval.

123
Q

Trigger

A

The trigger identifies when the process should run. For record change processes, the trigger determines which object and which of the following changes the process should pay attention to.

Process Builder can automate a few kinds of business processes. The main difference is the trigger: when the process starts.

Record Change&raquo_space;> A record is created or edited
Invocable&raquo_space;> It’s called by another process
Platform Event&raquo_space;> A platform event message is received

124
Q

Criteria

A

While a process gets one trigger, you can add as many criteria nodes as your heart desires. Each criteria node controls whether or not the process executes the associated actions. If the record doesn’t meet the criteria, the process skips those actions and moves on to the next criteria node in the process.

125
Q

Actions

A

When a criteria node evaluates to true, the process executes the associated actions or waits to execute them at a scheduled time.

Each immediate action is executed as soon as the criteria evaluates to true.

Each scheduled action is executed at the specified time, such as 10 days before the record’s close date or 2 days from now.

126
Q

Elements (could flow designer)

A

appear on the canvas. To add an element to the canvas, drag it there from the palette.

127
Q

Connectors (could flow designer)

A

define the path that the flow takes at runtime. They tell the flow which element to execute next.

128
Q

Resources (cloud flow designer)

A

are containers that represent a given value, such as field values or formulas. You can reference resources throughout your flow. For example, look up an account’s ID, store that ID in a variable, and later reference that ID to update the account.

129
Q

Screen (flow element)

A

Display data to your users or collect information from them with Screen elements. You can add simple fields to your screens, like input fields and radio buttons and out-of-the-box Lightning components like File Upload.

130
Q

Logic (flow element)

A

Control the flow of… well, your flow. Create branches, update data, loop over sets of data, or wait for a particular time.

131
Q

Actions (flow element)

A

Do something in Salesforce when you have the necessary information (perhaps collected from the user via a screen). Flows can look up, create, update, and delete Salesforce records. They can also create Chatter posts, submit records for approval, and send emails. If your action isn’t possible out of the box, call Apex code from the flow.

132
Q

Integrations (flow element)

A

In addition to connecting with external systems by calling Apex code, the Cloud Flow Designer has a couple of tie-ins to platform events. Publish platform event messages with a Record Create element. Subscribe to platform events with a Wait element.

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