Questions To Study Flashcards
What is Object Architecture?
Object Architecture is what makes up the Object you are using, this involves fields, page layouts, record types, validation rules, buttons, links & actions, etc.
What is a lookup relationship?
A one-to-many or a one-to-one relationship that allows information from one record to be displayed on another, related record in a field
What is a master-detail relationship
Similar to Lookup Relationship but requires a Parent (Master) and a Child (Detail) object. Will display information from one record on another, related record in a field. The parent record controls the behaviors of the Child relationship (e.g. if the Parent record is deleted, the child record will also be deleted)
How long are deleted items saved in the recycle bin for?
15 days
What are some considerations you should take before deleting a field?
- all information across all records in those fields will be deleted
- fields with automations associated with them cannot be deleted until the automations have been carried out or the field is removed from the automation
How do you restore a field once it has been deleted?
To restore a deleted field, navigate to Set Up and clicking Object Manager, find the Object the field is on and click into it, click Fields & Relationships on the side menu and click Deleted Fields screen at the top of the screen. Click Undelete on the field you are wanting to restore
What are some considerations you should take before Undeleting a field?
- the field will not retain any of its attributes it had before it was deleted (unique, required or field dependencies) and will have to be manually reset
- formula fields will be restored as inactive and will need to be manually re-activated
How do you assign page layouts?
To assign Page Layouts, navigate to Set Up and click Object Manager. Find the Object you are assigning Page Layouts for, and click Page Layouts in the side menu. Click Page Layout Assignment in the top right and click Edit Assignment. From there select the Page Layout you are wanting to assign from the drop down menu and select the Profiles and Record Types you are wanting to assign the page layout to
What is the purpose of different record types?
To collect different information based on profile assigned to the users for the same object
What is the purpose of a custom object?
To create an object that has a specific purpose and hold specific information that your Org requires.
What is an Activity?
An activity is made up of events and tasks
What is the purpose of an activity
To guide work for Users and Sales Reps to ensure work is being completed and also adds a way to track progress on projects
What is Chatter?
Chatter gives Users the ability to communicate with each other within Salesforce itself, weather on a profile, record or the home page.
How are compact layouts used?
- on the Salesforce Mobile App
- at the top of a record page
What are data types?
Data Types are the formats in which information is stored in a field
What is a validation rules?
Validation Rules are ways to restrict information that Users enter into fields by defining a TRUE or FALSE statement
When is a validation rule triggered?
When a record is saved
What is the Data Import Wizard used for
- to import up to 50 000 records at a time
- to deduplicate records as they are uploaded
Where can the Data Import Wizard be found?
In set up, under Data Import Wizard
What is the data loader used for?
- import or exports up to 5 000 000 records
- importing through an external, connected database or CSV file
How can data loader be set up?
By either using the Command Line feature or the UI
What can be done in the recycle bin?
Restore or permanently delete fields
What does the Merge Function do?
- allows the users to merge up to 3 records marked as duplicates
- allows users to select master record and the fields to merge into the master record
What is the purpose of Mass Transfer?
To transfer records from one user to another
What is the limit of Mass Transfer?
250 records
What is the purpose of Mass Delete?
To delete multiple records at one time
What is the limit of Mass Delete?
250 records
What is a Matching Rule?
Matching Rules will detect for duplicate records by looking through the records and check for matching or similar information based on criteria you set
What is a Duplicate Rule?
A Duplicate Rule will mark records with the same or similar information as duplicates
How do Duplicate Rules detect duplicate records?
- associating a Matching Rule to the Duplicate Rule
- criteria you set within the Duplicate Rule itself
What is an External ID?
A field attribute that is used to uniquely identify fields for when you import records, fields with matching values to the External ID will upload information to that record instead of creating a new record
What is Data Export
Data Export allows you to manually or automatically export data on a schedule
What are the schedule options for Data Export?
Weekly or Monthly
What is a Report for?
To visualise data in graphs or tables
How many objects can be in a Custom Report Type?
1 parent object, 3 child objects and up to 56 fields from related objects
What is a dashboard component?
Dashboard components are the building blocks of dashboards. Components can be either reports, graphs, tables or visual force components
What is a Permission Set?
A permission set gives users additional View, Edit or Create records for different objects or apps without affecting the Users profile
What is a profile?
A profile gives users access to certain objects and apps, giving them View, Edit or Create permissions
What is an Organisation Wide Default?
An Organisation Wide Default is the default level of access to records owned by other users
What are Role Hierarchies?
Levels of data access that overwrite Organisation Wide Defaults based on user hierarchy
What are Dashboard / Report filters?
Allows users to apply different perspectives to Dashboards or Filters
What is an Approval Process?
An automation that assigns records to other users to be approved if the record meets the criteria set in the Approval Process
What are the default settings of an Approval Process?
The record will lock and not allow anyone to edit the record (besides Admins or the Approver) until the record has been approved
What type of information can be found in Company Information?
- Address
- City
- Corporate Currency
- Country
- Default Locale
- Default Time Zone
- Fiscal Year Starts In
- Phone
- Primary Contact
- State / Province
- API requests in the last 24 hours
- Created By
- Admin Newsletter
- ZIP
What do Locale Settings control?
The display of:
- Addresses
- Date and Time
- User Names
- Commas and Periods in numbers
- Start day of the week
What is a List View?
A list of records under an object that you have access to
How does a list view detect records you can see?
- own the record
- have the record shared with you
- owner by a user lower than you in the hierarchy
What is Currency Management?
Manage dated exchange rates within Opportunities
How do you customise fiscal year if you follow the Gregorian calendar?
Change the start month of the Fiscal Year and it will automatically select the correct End Year
How do you customise Fiscal Year if you don’t follow the Gregorian calendar?
You have to customise both the Fiscal Start Month and End Month
What does User Management involve?
- creating users
- resetting passwords
- grant permissions
- run reports on users
- freeze or delete records
What security settings are there for users?
- Single Sign On
- Multi-Factor Authentication
- IP Ranges
What are Sharing Settings?
Specify the level of access users have to other users records and data. Sets up OWD for your org
What is a Sales Process?
A repeatable set of steps sales users can use to help guide them to close a deal on an Opportunity
What is an Opportunity?
A record that contains detailed information about a deal in progress with until it is either Closed Won or Closed Lost
What is a Product?
A record that contains information about Products the company sells
How are Product records used?
A way to easily find and attach products to Opportunities / Accounts within Salesforce itself
What is a Price Book?
A list of products and their prices
What is a Lead?
An expression of interest from a customer for a product or service you provide
What happens when a Lead is converted?
An Account, Contact and optionally an Opportunity records are created and attached to the Account
What is a Campaign?
A record that that tracks how specific marketing techniques are working and tracks engagement from Contacts / Leads
What is Campaign Influence?
The amount of revenue from an Opportunity attributed to the Campaign
What is the default amount attributed to a Campaign from an Opportunity
100% of the revenue is attributed by default
What is a Campaign Member?
A Lead or Contact associated with the Campaign
How are Campaign Members used?
To track engagement from them about how they interact with different marketing techniques they have been exposed to
What is a Campaign Hierarchy?
A group of related Campaigns that share a similar, or the same initiative to see how certain initiatives are working
What is Case Management?
The ability to Create, Edit or Solve Cases. Also includes the abilities of Web-to-Case and Email-to-Case
What is an Assignment Rule?
A way to automatically assign Leads or Cases to Owners based on criteria you set
What are the two types of record owners?
- user
- queues
What is a Case Escalation Rule?
A way of reassigning cases if they aren’t closed within a certain time period, also has capabilities to notify users when an escalation rule has been executed
How does Web-to-Case work?
By providing you with a HTML form that you can implement into your external website. When a client submits the form a Case will be created in the system
What is Email-to-Case?
A way of creating Cases when a client emails a specific email address you set
How does Email-to-Case work?
When a client emails a certain email address that you specify, a Case record will then be created and fields will be filled with information from the email
What are Case Teams?
A group of users that work together on a Case
What is Knowledge?
An AI that scans through records and provides helpful articles that can help External Users or Internal Users solve the issues they are having
How do Support Processes work?
Support Processes will change the values in the Status field based on the Record Type of the Case
What is a Summary Report
A summary report is a list of records (similar to Tabular report) that os grouped by Row
What is a Tabular report
A list of records (like a spreadsheet) with no grouping
What is a Matrix report
A list of records that is grouped by Row and Column
What is a Report Type
A way of restricting the amount of Records/Fields that appear in the report
How do Report Types work
Report Types will only show records that follow the criteria of the report. For example Opportunities with Products will only show a list of Opportunity records with at least 1 product attached to it
What are the 3 levels of access for Reports / Dashboards
- View
- Edit
- Manage
What is a Dynamic Dashboard?
A dashboard that will only show information based on the Users sharing settings and permissions
Which type of reports can have charts and graphs?
- Summary
- Matrix
What is Feed Tracking?
An automation that detects when certain fields are changed on records where Feed Tracking is enabled for that object, will post the change in the Chatter Feed for that record
How many fields can be tracked for one object using Feed Tracking?
Up to 20 fields
