Review Session Cards Flashcards
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?
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
T/F after you enable a custom fiscal year, you cannot change it.
True
T/F after you enable muticurrency, you cannot change it.
True
Name three places that the fiscal year has an impact:
- reports
- opportunities
- forecasts
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?
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
what does each user record include?
user information user license role profile feature licenses locale settings login history
You can add up to ___ users with “Add Multiple Users”
10
What would we use to troubleshoot when a user is having trouble logging in?
User Login History
T/F Chatter profiles can access Salesforce Data
False
T/F Chatter and Salesforce profiles can be edited (CRED) and deleted.
False
_________ are considered the baseline in salesforce permissions.
profile
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.
permission sets
Permission Set Groups
Bundle permission sets together based on user job functions
level based approach to security
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
level based approach to security
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
What are the tools to restricting access?
Org / Profile settings
Login IP Ranges
Login Hours
CRED Permissions (via profile)
How do you open up permissions/access?
Permission Sets
In sharing settings, if I make an object “private” what does that mean?
No one but the owner can see the record.
If an object has “private” setting, how can you open up access to managers?
Role Hierarchy
OWD R/O
Role Hierarcy R/O
OWD = restrict
Role Hierarchy = open
Teams and Manual Sharing (opens access)
(you can add ppl to your team)
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?
Yes. Change the field level security in the profile.
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:
View and edit
transfer the record to a different owner
Delete the record
User Management Tools
What is multi-factor authentication for?
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
Other user management tools
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
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?
Incorrect username
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?
Teams (make an account team and share it to the sales engineers)
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?
deactivate
What’s the difference between Trusted IP Ranges and Login IP Ranges?
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)
What is setup audit trail?
keeps track / audits everything that happens in setup
What are session settings?
timeout settings, etc.
if you want to make restricter permissions…
make a new profile
if you want to open up permissions for a user…
make a permission set
What are some UI configuration settings that amin controls?
app menu
list views
global actions
lightning app builder
tools admins have to configure the org for users
data model:
objects, fields, relationships
UI:
apps/tabs, page layouts, lightning apps, quick actions
business logic:
validation rules, processes/flows, workflow rules, approval processes
Describe the SF standard object model
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
The ______________ on a parent record displays the related record.
A ________________ on the child record links it to the parent record.
- related list
2. field
Account (standardly) can have related lists for…
opportunities
contacts
cases
Campaign record can have
Opp related list (even though not a child) Campaign members (all leads, all contacts: i can add them from here)
t/f can you customize fields for standard objects?
true
t/f can you change the data type of a standard field
false
record types
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.
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.
business process
if you want to create a record type for _____, _______, or _______, you need to create a business process.
opportunity, cases, leads
lightning app builder builds
record pages, home pages, app page
collaboration tool in sf
chatter
some chatter stuff
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
mobile app
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
What can you do with case teams that you can’t do with account teams or opportunity teams?
Add pre-defined case teams in assignment rules
What are case comments?
related list to add comments to a case
can be internal or public (customer sees the comment)
What support settings are available for case comments?
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
automation for cases
creating cases: web-to
generates HTML by clicking a button
creates a case in salesforce
(limit: 5000 cases per 24 hours)
email-to-case
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
auto-response rules
case arrives and you immediately send an auto-response
lets you define what kind of email is sent based on case criteria
escalation rules
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
What options do we have for specifying how escalation times are set
start time when:
when case is created
when the case is created, and disable after case is first modified
based on last modification time
What options do we have for specifying how escalation times are set
start time when:
when case is created
when the case is created, and disable after case is first modified
based on last modification time
service console (there is also one for sales)
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
Customers complain that they aren’t notified when a new comment is added to the Case.
Enable case comment notifications to contacts
We want to allow customers to create cases in Salesforce.
Web-to-Case
Email-to-Case
Community
Why do you use data categories with Knowledge?
To group articles
To manage the visibility of articles
What do you need to use Knowledge?
A full Salesforce license
What do you need to manage Knowledge?
A feature license (user record)
Cases should be routed to different teams depending on type
assignment rules and queues
Which actions are available in escalation rules?
limited: change owner and notify users
How do I give my users access to the Service Console?
Feature licenses (Service Cloud User m - user record) Give access to the app (profile/permission set)
How do I enable my partners to track their leads and Opportunities?
Partner Community
My customers should be able to create Cases, track the status and add comments.
Customer community
NOT with web-to-case and email-to-case
Customer community requires community licenses
How can I gather feedback for product development
Ideas
the salesforce admin needs to prevent further changes to a record when the status field is updated to “Archived”. How?
create a validation rule using the “PRIORVALUE” function to prevent further changes
examples of visual dashboard components:
charts
visualforce pages
gauges
allows users to add outlook emails to salesforce as email messages using salesforce outlook integration
enhanced email
what are some benefits of using a custom picklist?
- helps maintain data quality
- reduces time to enter data
cosmic solutions would like to make different information visible to employees in different divisions. how can record types be used for this requirement?
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
which of the following can profiles be used for?
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
why should we update the external object’s records using an synchronous path?
salesforce does not allow a flow to access data in the org and data from an external system in the same transaction
when can joined reports be used in a dashboard?
if the report contains a chart
what must you check in order for a user to see the “new” button on a campaign?
marketing user on user record
where can you set session timeout?
profile level
org level
what are some standard salesforce applications available out of the box?
sales
marketing
service
(not logistics or orders)
how can an admin update user interface for branding?
go to themes and branding in the UI settings to create a new theme
data import wizard vs. data loader
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
if multi-currency is enabled, what might cause a record to fail in import?
record fails custom validation rules
the record fails system validation rules
what setting should be enabled to push metadata from the new sandbox to prod?
allow inbound changes in prod
to display name of the parent account related to an account that is associated with the opportunity:
create a cross object formula field to reference the parent account name
a cross object formula field can reference up to 10 levels away
what is true about the “variable” resource in the flow builder?
it can hold multiple field values for multiple records
it can hold values that can be changed at any point in the flow
facts about web to case
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
in order to change a lookup relationship to master-detail:
make sure that all “detail” records have a value in the job field and change the type of the relationship field
implementing universally required fields:
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
to determine which campaigns contribute more to lead generation:
einstein lead scoring
t/f dynamic dashboards must be refreshed manually
true
what are macros used for in service console?
to automate repetitive tasks such as sending emails. a macro allows for inserting quick text, using email templates, adding email attachments, etc.
which report formats can be used to create a reporting snapshot?
summary report
tabular report
facts about campaign management:
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
for which object do you not have to create a business process before you create the record type?
campaign (in fact, bps cannot be created for the campaign object)
facts about chatter
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
service agents can use what to automate repetitive tasks
prebuilt macro
valid reasons for considering an appexchange app
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)
t/f only one big deal alert can be sent at a time
true
valid reasons to modify an account search layout
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
omni-channel
can be used to route cases efficiently based on the size of work and the agent’s capacity
how can a feature license be assigned to a user
by selecting the checkbox next to the feature to be enabled on the user record
how are relationships between objects represented on a record page in the UI?
using lookups and related lists
true regarding lead management:
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
To change what should appear in app launcher, go to…
App Menu page in Setup
if you don’t want converted amount to change on closed opportunities…
use advanced currency management
option that should be selected while choosing an “Action Type” to create an object specific action that launches a lightning web component?
Lightning Web Component
for aura component – lightning component
What should you do before deactivating a user?
ensure that the user is not the sole recipient of a workflow email
where can we see how many remaining salesforce licenses are available?
company info page
system overview page
for sales repts to be able to use two currencies…
add the desired additional currency in Manage Currencies page
Enable multiple currencies for the org in Company Information settings
what is required to move an app from the developer sandbox to their UAT environment?
deployment connection between the two orgs
the two orgs are affiliated with the same production org
make sure users cannot change navigation bar through
app settings
UI settings
what is a report type?
a defined configuration of objects and fields that can be used to build a report
row level formula
available in lightning report builder and can be used to calculate the difference between two date/time fields / it can be summarized
when can you use duplicate management
accounts, contacts, leads, and custom objects
report formats supported by SF
joined
tabular
matrix
how long does a deleted record stay in recycle bin?
15 days
until RB is a certain size
until RB is emptied using the UI
search layouts…
can modify the fields displayed in “recently viewed” list view of an object’s home page
do you add list views be added to a page layout?
no
to display different fields based on whether an account is a Customer or Partner –
create 2 record types and assign a different account page layout to each record type
what is true about deleting custom fields?
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
record types allow an admin to define
picklist values
page layouts
paths
considerations when changing the field type of a custom field
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)
in lightning experience, tasks can be created in
global actions menu
record pages
tasks tab
data that can be synced using lightning sync with sf and outlook integration
contacts
events
if a customer returns a product…
create a reduction order and add one order product with original quant
objects where you can create campaign members
leads
contacts
accounts
campaign influence feature allows…
associate one primary campaign that has influenced the opp
add multiple opps to anopp related list
auto-response rules
used to send emails to customers:
web to case
email to case
customer portal case
features of case management
case escalation
accept case button
actions possible using working
update a field using formula
update a field on master record
workflow CANNOT create records except for tasks
to receive custom email when flow fails use
fault connector
what can be a campaign member?
lead
contact
person account
lead can be used to convert into
account
contact
opportunity (optionally)
admins have to map custom or standard fields for leads?
custom. standard is already mapped.
productivity tools
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
in order to collaborate with partners and discuss topics in groups, what is the most cost effective solution?
use chatter external licenses for the external users
- chatter free is for internal
- partner is not as cost effective since we only need discussions
for a matrix organizational structure where many users have two managers –
use the standard manager field on the User record and create an additional hierarchical relationship manager field
when running a test in the debug mode (flow builder), what should be done to delete the generated test coupons?
enable the rollback mode in debug options when debugging the flow
facts about automated case actions:
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
when multiple currencies is enabled and additional currencies are activated for users, what can users do?
create opportunities in any active currency
Web-to-Lead
used to save lead details from a website to a salesforce org
to split share of total sale on opportunity
opportunity splits
opportunity teams
to get notifications about AGGREGATES –
subscribe to a report that has this aggregated (like for eg open cases)
to enable a contact that has a relationship with multiple companies and to keep track of these relationships
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
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.
custom report type
field history tracking
up to 20 standard and custom fields on an object
used to track field’s old value, new value, user, dat/time of change
if you sell a product that is invoiced on a regular basis, you need
a default quantity and revenue schedule
a report of opportunities grouped by sales stage
summary
facts about password policies
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
valid workflow evaluation criteria
- every time a record is created
- every time a record is created and every time it’s edited
- every time a record is created and any time it’s edited subsequently to meet criteria
valid reasons for using a custom fiscal year
there are 13-week fiscal quarters
the fiscal year does not start on the first day of the month
sharing button
used to share a record with users, groups, roles, and territories
account teams
internal and partner users can be added in lightning experience
to control sharing
sharing rules
role hierarchy
org wide default settings
how to configure ‘get records’ element to store the record fields in the quickest way possible?
set element to automatically store all fields
what should moderators do when a question in chatter is not resolved?
escalate the question directly to a case in the feed using question-to-case
t/f newly created custom fields are automatically added to standard report types for the object
true
facts about file sharing in LE
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
data import wizard
end user friendly
limited standard objects / all custom objects
fewer than 50,000 records
prevent duplicates
choose whether or not to trigger workflow rules
before mass deleting
export the records you plan to delete by running a report or using the Data Loader / Dataloader.io
options to delete
data loader / dataloader.io mass delete record (setup option) recycle bin (view, restore, and manage deleted items)
mass delete tool
cannot delete custom objects
doesn’t do all standard either
mass delete tool
cannot delete custom objects
mass transfer
quickly transfer record ownership
report type
what object and related objects do you want to report on
scope
whose records do you want to see and for what time frame
columns
fields
format
list (tabular)
grouped (summary)
grid (matrix)
blocks (joined)
grouping
fields you want to group by
summaries
which numerical fields do you want to display as group subtotals and grand totals
filters
limit the records you want to see
workflow rule
set workflow actions into motion when certain conditions are met. actions can take place immediately or on a specific date according to a trigger.
workflow actions
task
email alert
field update
outbound message
(cannot create records except for tasks)
proces builder
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
in processes, call apex action
can be used to do outbound messages
flow elements
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
t/f process builder and workflow cannot delete records
true
order of execution
validation rules assignment rules auto-response rules workflow rules escalation rules process/flow
