Brainscape's Knowledge GenomeTM

Browse over 1 million classes created by top students, professors, publishers, and experts.


See full index

Salesforce Admin Cert > Review Session Cards > Flashcards

Review Session Cards Flashcards

1
Q

AW Computing has acquired Working Armor Bags.
We’ll need to set up the Working Armor Bags’ teams in Salesforce. First, could you check to make sure our current company settings and Data Privacy support their needs?

A

Collection of information about your org, captured at start of contract:

Company Information:
Name and address
Primary contact
Default locale
Currency locale
Storage used
Licenses available

Financial:
Fiscal Year
Currencies

Support:
Business Hours
Holidays

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

T/F after you enable a custom fiscal year, you cannot change it.

A

True

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

T/F after you enable muticurrency, you cannot change it.

A

True

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

Name three places that the fiscal year has an impact:

A
  1. reports
  2. opportunities
  3. forecasts
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

The WAB’s teams need to be set up in SF

We want to make sure they have to access the right tools and data to do their jobs.

Does what the need align with our current security model?

A

Profiles: contain user permissions and access settings that control what users can SEE and DO within their org.

Profile includes:
assigned apps
tab settings
record type settings
page layout assignments
object permissions
field permissions
user permissions (app and system)
custom permissions
login hours
login IP range
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

what does each user record include?

A 
user information
user license
role
profile
feature licenses
locale settings
login history
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

You can add up to ___ users with “Add Multiple Users”

A

10

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

What would we use to troubleshoot when a user is having trouble logging in?

A

User Login History

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

T/F Chatter profiles can access Salesforce Data

A

False

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

T/F Chatter and Salesforce profiles can be edited (CRED) and deleted.

A

False

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

_________ are considered the baseline in salesforce permissions.

A

profile

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

we add ____________________ to grant additional permissions to specific users, on top of their existing profile permissions, without having to modify existing profiles or create new profiles.

A

permission sets

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

Permission Set Groups

A

Bundle permission sets together based on user job functions

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

level based approach to security

A

Org: trusted IP ranges, login IP ranges, login hours
Object: license, CRED permissions (via Profile or Permission Set)
Record: OWD, Role Hierarchy, Sharing Rules, Teams and Manual Sharing
Field: FLS, Page Layout

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

level based approach to security

A

Org: trusted IP ranges, login IP ranges, login hours
Object: license, CRED permissions (via Profile or Permission Set)
Record: OWD, Role Hierarchy, Sharing Rules, Teams and Manual Sharing
Field: FLS, Page Layout

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

What are the tools to restricting access?

A

Org / Profile settings
Login IP Ranges
Login Hours
CRED Permissions (via profile)

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

How do you open up permissions/access?

A

Permission Sets

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
17
Q

In sharing settings, if I make an object “private” what does that mean?

A

No one but the owner can see the record.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
18
Q

If an object has “private” setting, how can you open up access to managers?

A

Role Hierarchy

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
19
Q

OWD R/O

Role Hierarcy R/O

A

OWD = restrict

Role Hierarchy = open

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
20
Q

Teams and Manual Sharing (opens access)

A

(you can add ppl to your team)

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
21
Q

If you remove a field from a page layout assigned to profile_x, profile_x will not see this field. Will they still have access to it?

A

Yes. Change the field level security in the profile.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
22
Q

Whichever data access model you choose, record owners have special privileges with their own records.

Given the appropriate profile permissions, the user owning a record can:

A

View and edit
transfer the record to a different owner
Delete the record

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
23
Q

User Management Tools

What is multi-factor authentication for?

A

an effective way to increase protection for user accounts against common threats
set policies that require a second level of authentication for
• every login
• logins through the API (for developers and client applications)
users provide the second factor via a verification method, like the salesforce authenticator app

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
24
Q

Other user management tools

A

freeze users
• use to temporarily prevent a user from accessing salesforce
• does not free up a user license

deactivate users
• inactivate a user on the user record
• frees up a user license
• users can be reactivated

login as a user
• admins can login as other users from the user record to validate what the user can see and do

password policies
• set policies at the org level or on the profile
• controls how often a user must change their password, password complexity, how many incorrect passwords cause a lockout, and how long the lockout will last

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
25
Q

A user cannot log in to Salesforce. The Login History for her user record shows no failed login attempts. What is most likely preventing her from logging in?

A

Incorrect username

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
26
Q

AW Computing uses a private data model for accounts. When Sales Engineers are working on specific accounts, they need access to the accounts in question as well as associated opportunities and cases. Sales Engineers do not own accounts. How could they be granted access?

A

Teams (make an account team and share it to the sales engineers)

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
27
Q

The VP of Global Sales just left the company to go work for a competitor. What action should an admin take to prevent the user from accessing Salesforce data?

A

deactivate

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
28
Q

What’s the difference between Trusted IP Ranges and Login IP Ranges?

A

Login IP: used to restrict in profile

Trusted IP ranges: list of IP addresses, don’t need to be verified (set up in network access)

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
29
Q

What is setup audit trail?

A

keeps track / audits everything that happens in setup

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
30
Q

What are session settings?

A

timeout settings, etc.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
31
Q

if you want to make restricter permissions…

A

make a new profile

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
32
Q

if you want to open up permissions for a user…

A

make a permission set

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
33
Q

What are some UI configuration settings that amin controls?

A

app menu
list views
global actions
lightning app builder

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
34
Q

tools admins have to configure the org for users

A

data model:
objects, fields, relationships

UI:
apps/tabs, page layouts, lightning apps, quick actions

business logic:
validation rules, processes/flows, workflow rules, approval processes

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
35
Q

Describe the SF standard object model

A

Account (parent)
1 or more Contact (child of Account)
1 or more opportunity (child of Account)
1 or more case (child of Account, lookup to contact)

Campaign
Has campaign members
– Leads
– Contacts

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
36
Q

The ______________ on a parent record displays the related record.
A ________________ on the child record links it to the parent record.

A
  1. related list

2. field

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
37
Q

Account (standardly) can have related lists for…

A

opportunities
contacts
cases

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
38
Q

Campaign record can have

A 
Opp related list (even though not a child)
Campaign members (all leads, all contacts: i can add them from here)
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
39
Q

t/f can you customize fields for standard objects?

A

true

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
40
Q

t/f can you change the data type of a standard field

A

false

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
41
Q

record types

A

allow you to offer users different page layouts and picklist values for different scenarios based on their profiles. each object has a default master record type, but you can create new ones.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
42
Q

Opportunities, cases, solutions, and leads each have a special picklist field, or __________________, that lets you track these records through their lifecycles. You can create new versions to use in record types to reflect different business scenarios.

A

business process

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
43
Q

if you want to create a record type for _____, _______, or _______, you need to create a business process.

A

opportunity, cases, leads

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
44
Q

lightning app builder builds

A

record pages, home pages, app page

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
45
Q

collaboration tool in sf

A

chatter

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
46
Q

some chatter stuff

A

admins can configure

  • user access based on their profile
  • email notifications
  • invites to coworkers and customers
  • feed tracking for objects and fields

chatter groups
-collaborate in private, public, or unlisted groups

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
47
Q

mobile app

A

change the order of items in the nav menu
customize compact layouts to display the most useful info
configure a launchpad screen for easy access to commonly used f
add and customize the actions in the publisher

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
48
Q

What can you do with case teams that you can’t do with account teams or opportunity teams?

A

Add pre-defined case teams in assignment rules

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
49
Q

What are case comments?

A

related list to add comments to a case

can be internal or public (customer sees the comment)

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
50
Q

What support settings are available for case comments?

A

enable case comment notification to contacts

case comment template

notify case owner of new case comments

specify users: default case owner, default case user (last modified by with e.g. assignment rules, escalation rules)

define email notifications and email templates

settings for features (enable)

  • case comments
  • email to case
  • early triggers
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
51
Q

automation for cases

A

creating cases: web-to
generates HTML by clicking a button
creates a case in salesforce
(limit: 5000 cases per 24 hours)

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
52
Q

email-to-case

A

someone sends an email
when it arrives, case automatically created in SF
if SF recognizes sending address, it will pull the contact email

we need to activate it
tell SF the email addresses
define default case owner and automated case user
and related list email to case layout

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
53
Q

auto-response rules

A

case arrives and you immediately send an auto-response

lets you define what kind of email is sent based on case criteria

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
54
Q

escalation rules

A 
routes the case to a different owner/queue and/or
notifies user(s),
if the case hasn't been worked on or resolved within a defined time period
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
55
Q

What options do we have for specifying how escalation times are set

A

start time when:
when case is created
when the case is created, and disable after case is first modified
based on last modification time

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
55
Q

What options do we have for specifying how escalation times are set

A

start time when:
when case is created
when the case is created, and disable after case is first modified
based on last modification time

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
56
Q

service console (there is also one for sales)

A

page that contains a lot of information / click options without having to navigate away

to use / access the app:
feature license service cloud user
access to profile/permission set

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
57
Q

Customers complain that they aren’t notified when a new comment is added to the Case.

A

Enable case comment notifications to contacts

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
58
Q

We want to allow customers to create cases in Salesforce.

A

Web-to-Case
Email-to-Case
Community

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
59
Q

Why do you use data categories with Knowledge?

A

To group articles

To manage the visibility of articles

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
60
Q

What do you need to use Knowledge?

A

A full Salesforce license

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
61
Q

What do you need to manage Knowledge?

A

A feature license (user record)

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
62
Q

Cases should be routed to different teams depending on type

A

assignment rules and queues

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
63
Q

Which actions are available in escalation rules?

A

limited: change owner and notify users

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
64
Q

How do I give my users access to the Service Console?

A 
Feature licenses (Service Cloud User m - user record)
Give access to the app (profile/permission set)
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
65
Q

How do I enable my partners to track their leads and Opportunities?

A

Partner Community

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
66
Q

My customers should be able to create Cases, track the status and add comments.

A

Customer community
NOT with web-to-case and email-to-case
Customer community requires community licenses

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
67
Q

How can I gather feedback for product development

A

Ideas

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
68
Q

the salesforce admin needs to prevent further changes to a record when the status field is updated to “Archived”. How?

A

create a validation rule using the “PRIORVALUE” function to prevent further changes

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
69
Q

examples of visual dashboard components:

A

charts
visualforce pages
gauges

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
70
Q

allows users to add outlook emails to salesforce as email messages using salesforce outlook integration

A

enhanced email

71
Q

what are some benefits of using a custom picklist?

A
  • helps maintain data quality

- reduces time to enter data

72
Q

cosmic solutions would like to make different information visible to employees in different divisions. how can record types be used for this requirement?

A

different page layouts can be displayed for different record types
different lightning record pages can be displayed for different record types
different picklist values can be displayed for different record types

73
Q

which of the following can profiles be used for?

A

ensuring that a record type is available to users
controlling which apex and visualforce pages users can access
making certain fields of an object read only for users

74
Q

why should we update the external object’s records using an synchronous path?

A

salesforce does not allow a flow to access data in the org and data from an external system in the same transaction

75
Q

when can joined reports be used in a dashboard?

A

if the report contains a chart

76
Q

what must you check in order for a user to see the “new” button on a campaign?

A

marketing user on user record

77
Q

where can you set session timeout?

A

profile level

org level

78
Q

what are some standard salesforce applications available out of the box?

A

sales
marketing
service
(not logistics or orders)

79
Q

how can an admin update user interface for branding?

A

go to themes and branding in the UI settings to create a new theme

80
Q

data import wizard vs. data loader

A

triggering workflow rules is optional when using import wizard but not with data loader
data import wizard cannot export, DL can
the mappings can be saved with data loader but not with import wizard

81
Q

if multi-currency is enabled, what might cause a record to fail in import?

A

record fails custom validation rules

the record fails system validation rules

82
Q

what setting should be enabled to push metadata from the new sandbox to prod?

A

allow inbound changes in prod

83
Q

to display name of the parent account related to an account that is associated with the opportunity:

A

create a cross object formula field to reference the parent account name
a cross object formula field can reference up to 10 levels away

84
Q

what is true about the “variable” resource in the flow builder?

A

it can hold multiple field values for multiple records

it can hold values that can be changed at any point in the flow

85
Q

facts about web to case

A

case creation will fail if case validation rules fail when processing a web to case submission
cases created from web to case are linked to the relevant contact and account based on customer email

86
Q

in order to change a lookup relationship to master-detail:

A

make sure that all “detail” records have a value in the job field and change the type of the relationship field

87
Q

implementing universally required fields:

A

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

88
Q

to determine which campaigns contribute more to lead generation:

A

einstein lead scoring

89
Q

t/f dynamic dashboards must be refreshed manually

A

true

90
Q

what are macros used for in service console?

A

to automate repetitive tasks such as sending emails. a macro allows for inserting quick text, using email templates, adding email attachments, etc.

91
Q

which report formats can be used to create a reporting snapshot?

A

summary report

tabular report

92
Q

facts about campaign management:

A

campaign members can be added from a contact or lead list view
new campaigns have two default member status values (sent and responded)
campaigns can be grouped together in a hierarchy
campaign members can be added from reports

93
Q

for which object do you not have to create a business process before you create the record type?

A

campaign (in fact, bps cannot be created for the campaign object)

94
Q

facts about chatter

A

a user can choose to follow individual records using chatter
chatter feed tracking provides real time notification of changes to a particular record
chatter user profile allows a user to share important info about themselves

95
Q

service agents can use what to automate repetitive tasks

A

prebuilt macro

96
Q

valid reasons for considering an appexchange app

A

some are free
some are open source
covers functionality not covered by salesforce

(they CAN interfere with existing customizations; should be tested first in sandbox)

97
Q

t/f only one big deal alert can be sent at a time

A

true

98
Q

valid reasons to modify an account search layout

A

to control fields displayed in the recently viewed accounts list
to control which account fields are displayed in search results

search layouts:
control fields displayed as result of search
“” displayed in a lookup dialog
“” recently viewed records list

CANNOT control the fields that are searched for keyword matches; only which fields are displayed

99
Q

omni-channel

A

can be used to route cases efficiently based on the size of work and the agent’s capacity

100
Q

how can a feature license be assigned to a user

A

by selecting the checkbox next to the feature to be enabled on the user record

101
Q

how are relationships between objects represented on a record page in the UI?

A

using lookups and related lists

102
Q

true regarding lead management:

A

leads can be automatically assigned with assignment rules
unassigned leads can be stored in a lead queue
if no lead assignment rules, leads assigned to default lead owner

103
Q

To change what should appear in app launcher, go to…

A

App Menu page in Setup

104
Q

if you don’t want converted amount to change on closed opportunities…

A

use advanced currency management

105
Q

option that should be selected while choosing an “Action Type” to create an object specific action that launches a lightning web component?

A

Lightning Web Component

for aura component – lightning component

106
Q

What should you do before deactivating a user?

A

ensure that the user is not the sole recipient of a workflow email

107
Q

where can we see how many remaining salesforce licenses are available?

A

company info page

system overview page

108
Q

for sales repts to be able to use two currencies…

A

add the desired additional currency in Manage Currencies page
Enable multiple currencies for the org in Company Information settings

109
Q

what is required to move an app from the developer sandbox to their UAT environment?

A

deployment connection between the two orgs

the two orgs are affiliated with the same production org

110
Q

make sure users cannot change navigation bar through

A

app settings

UI settings

111
Q

what is a report type?

A

a defined configuration of objects and fields that can be used to build a report

112
Q

row level formula

A

available in lightning report builder and can be used to calculate the difference between two date/time fields / it can be summarized

113
Q

when can you use duplicate management

A

accounts, contacts, leads, and custom objects

114
Q

report formats supported by SF

A

joined
tabular
matrix

115
Q

how long does a deleted record stay in recycle bin?

A

15 days
until RB is a certain size
until RB is emptied using the UI

116
Q

search layouts…

A

can modify the fields displayed in “recently viewed” list view of an object’s home page

117
Q

do you add list views be added to a page layout?

A

no

118
Q

to display different fields based on whether an account is a Customer or Partner –

A

create 2 record types and assign a different account page layout to each record type

119
Q

what is true about deleting custom fields?

A

custom fields cannot be deleted if there are any references to them
if a custom field has been deleted, the field, its data, and field history can be restored

120
Q

record types allow an admin to define

A

picklist values
page layouts
paths

121
Q

considerations when changing the field type of a custom field

A

data loss may occur
any list views may be deleted
assignment and escalation may be affected

you CANNOT change data type of field referenced by process builder (or other setup items)

122
Q

in lightning experience, tasks can be created in

A

global actions menu
record pages
tasks tab

123
Q

data that can be synced using lightning sync with sf and outlook integration

A

contacts

events

124
Q

if a customer returns a product…

A

create a reduction order and add one order product with original quant

125
Q

objects where you can create campaign members

A

leads
contacts
accounts

126
Q

campaign influence feature allows…

A

associate one primary campaign that has influenced the opp

add multiple opps to anopp related list

127
Q

auto-response rules

A

used to send emails to customers:
web to case
email to case
customer portal case

128
Q

features of case management

A

case escalation

accept case button

129
Q

actions possible using working

A

update a field using formula
update a field on master record

workflow CANNOT create records except for tasks

130
Q

to receive custom email when flow fails use

A

fault connector

131
Q

what can be a campaign member?

A

lead
contact
person account

132
Q

lead can be used to convert into

A

account
contact
opportunity (optionally)

133
Q

admins have to map custom or standard fields for leads?

A

custom. standard is already mapped.

134
Q

productivity tools

A

forecasting: forecast sales from opp pipeline and track progress towards goals (uses data from opportunity to forecast SALES stuff)
admin can enable and create

quotas: can be measured against forecasting
set up quotas so that users can see quota and quota attainment info with their forecasts

sales path:
boost productivity and help reps gather complete data
create paths to guide your users through steps of a business process such as working an opportunity from a fresh lead to a successfully closed deal
at each step of the path, you can highlight key fields and include customized guidance for success
enable path in settings

135
Q

in order to collaborate with partners and discuss topics in groups, what is the most cost effective solution?

A

use chatter external licenses for the external users

  • chatter free is for internal
  • partner is not as cost effective since we only need discussions
136
Q

for a matrix organizational structure where many users have two managers –

A

use the standard manager field on the User record and create an additional hierarchical relationship manager field

137
Q

when running a test in the debug mode (flow builder), what should be done to delete the generated test coupons?

A

enable the rollback mode in debug options when debugging the flow

138
Q

facts about automated case actions:

A

when a case is automatically assigned using a case assignment rule, the automated case user is listed in the ‘Case History’ related list

When a case is created through Web-to-Case, the automated case user is listed in the ‘Case History’ related list

139
Q

when multiple currencies is enabled and additional currencies are activated for users, what can users do?

A

create opportunities in any active currency

140
Q

Web-to-Lead

A

used to save lead details from a website to a salesforce org

141
Q

to split share of total sale on opportunity

A

opportunity splits

opportunity teams

142
Q

to get notifications about AGGREGATES –

A

subscribe to a report that has this aggregated (like for eg open cases)

143
Q

to enable a contact that has a relationship with multiple companies and to keep track of these relationships

A

enable the ‘contacts to multiple accounts’ feature
add the related accounts related list to the contact page layout, add the related contacts related list on the account page layout, and delete the existing contact related list on the account page layout

144
Q

in order to display report data that includes fields from both objects regardless of whether the account has related properties or not, a _______________________ needs to be created.

A

custom report type

145
Q

field history tracking

A

up to 20 standard and custom fields on an object

used to track field’s old value, new value, user, dat/time of change

146
Q

if you sell a product that is invoiced on a regular basis, you need

A

a default quantity and revenue schedule

147
Q

a report of opportunities grouped by sales stage

A

summary

148
Q

facts about password policies

A

password history enforcement can be modified
the lockout effective period can be set to ‘Forever’, 15, 30, 60
no passwords remembered - 24 remembered
5-50 characters

149
Q

valid workflow evaluation criteria

A
  1. every time a record is created
  2. every time a record is created and every time it’s edited
  3. every time a record is created and any time it’s edited subsequently to meet criteria
150
Q

valid reasons for using a custom fiscal year

A

there are 13-week fiscal quarters

the fiscal year does not start on the first day of the month

151
Q

sharing button

A

used to share a record with users, groups, roles, and territories

152
Q

account teams

A

internal and partner users can be added in lightning experience

153
Q

to control sharing

A

sharing rules
role hierarchy
org wide default settings

154
Q

how to configure ‘get records’ element to store the record fields in the quickest way possible?

A

set element to automatically store all fields

155
Q

what should moderators do when a question in chatter is not resolved?

A

escalate the question directly to a case in the feed using question-to-case

156
Q

t/f newly created custom fields are automatically added to standard report types for the object

A

true

157
Q

facts about file sharing in LE

A

a file can be shared privately with specific people
file homes can be accessed to share a particular file
file permissions can be changed by file owners and collaborators

158
Q

data import wizard

A

end user friendly
limited standard objects / all custom objects
fewer than 50,000 records
prevent duplicates
choose whether or not to trigger workflow rules

159
Q

before mass deleting

A

export the records you plan to delete by running a report or using the Data Loader / Dataloader.io

160
Q

options to delete

A 
data loader / dataloader.io
mass delete record (setup option)
recycle bin (view, restore, and manage deleted items)
161
Q

mass delete tool

A

cannot delete custom objects

doesn’t do all standard either

161
Q

mass delete tool

A

cannot delete custom objects

162
Q

mass transfer

A

quickly transfer record ownership

163
Q

report type

A

what object and related objects do you want to report on

164
Q

scope

A

whose records do you want to see and for what time frame

165
Q

columns

A

fields

166
Q

format

A

list (tabular)
grouped (summary)
grid (matrix)
blocks (joined)

167
Q

grouping

A

fields you want to group by

168
Q

summaries

A

which numerical fields do you want to display as group subtotals and grand totals

169
Q

filters

A

limit the records you want to see

170
Q

workflow rule

A

set workflow actions into motion when certain conditions are met. actions can take place immediately or on a specific date according to a trigger.

171
Q

workflow actions

A

task
email alert
field update
outbound message

(cannot create records except for tasks)

172
Q

proces builder

A 
create record
update records
send email
post to chatter
send custom notifications
use an action
submit for approval
launch a flow
launch a proces
call apex
manage quip
173
Q

in processes, call apex action

A

can be used to do outbound messages

174
Q

flow elements

A

interaction: add actions to display data or collect information
logic: add outcomes, set variable values, start a loop path
data: create, update, get, and delete

175
Q

t/f process builder and workflow cannot delete records

A

true

176
Q

order of execution

A 
validation rules
assignment rules
auto-response rules
workflow rules
escalation rules
process/flow

Salesforce Admin Cert (4 decks)

Brainscape helps you reach your goals faster, through stronger study habits.
© 2024 Bold Learning Solutions. Terms and Conditions