Practice Quiz Flashcards
In Salesforce, —-are associated with Accounts. —-represent the individuals you work with at a company (Account). Perhaps the key decision makers, finance or procurement.
Contacts
We can create a —- field on the Account object, and filter it so that it only calculates Opportunities where the Stage is equal to Closed Won.
A —- field is a field that aggregates child record information into the parent record.
Roll-Up Summary
—- allow users to select multiple values from a predefined list.
Multi-Select Picklists
A —-allows a user to link the current record to another record in Salesforce.
Lookup
A —- can be set which automatically inserts the specified value whenever a new record is created. Users can still select a different picklist value if desired.
default value
A —- set can be used to share and restrict values across objects and custom picklist fields.
global value
A —- controls what values in a field are available based on the value of another field.
dependent picklist
How many Master-Detail relationships can an object have?
2
Emma and Steve are both assigned a custom Sales Team profile that enables create, read, and edit on accounts. As a manager, Steve should also be allowed to delete accounts. How can this be achieved?
Create a new permission set and assign to Steve.
—- defines the default level of access. The —- should always be your most restrictive use-case. For example, if even a single user should not be able to view other user’s Opportunities then the —-for Opportunities MUST be set to ‘Private’.
Organization-wide default (OWD)
The —- extends record access to users higher in the hierarchy. This is great for teams as it can allow team managers to view their subordinates records.
role hierarchy
—- can be created to grant additional record access to certain users or groups of users. For example, if Opportunities are private but your Sales Support team should have access to all Opportunities, you could use a sharing rule to grant them access.
Sharing rules
—- allows the owner of a record to share it with other users. This is perfect for times when sharing cannot be automated or is a one off.
Manual sharing
For more granular control, fields can be made required using —-. —- allow you to create logic based on other fields or the type of user.
validation rules
