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Salesforce Admin > Salesforce Admin > Flashcards

Salesforce Admin Flashcards

1
Q

When mass transferring Accounts you can else can you transfer (Two child objects and two teams)

A

Open and Closed CASES and OPPORTUNITIES

Account and Opportunity Team

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2
Q

Recycle Bin

A

You can restore reports and dashboards, deleted stay in folder for 15 days, records in recycle DON’T count to storage limit

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3
Q

Lightning Sync - what can be synced from email

A

Events and Contacts

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4
Q

Combination Charts Features

A

Display more than one summary value and add a second axis range to the chart.

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5
Q

Conditional highlighting

A

Can only be used in summary and matrix reporting

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6
Q

Record Name Data Types (2)

A

Text and Auto-Number

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7
Q

For multicurrency orgs

A

Opp currency tied to associated pricebook entry.

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8
Q

Activity Management

A 
Open Acitivities and History
Tasks and Events
Can relate to objects and start and end
Can link to Objects and Contacts
Customers
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9
Q

What objects can be mass transferred (4, 3 under Account)

A

Accounts (Opps under, Activities, Attachments), Service Contracts, Custom Objects, and Leads
SLAC

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10
Q

Charts with Multiple Segments

A

Barcharts and line chart allow for multiple segments, others don’t (ie pie, funnel)

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11
Q

Profiles

A

Allow you to control access to apps, features, objects and fields within Salesforce.
Can access System - Login Hours, IP ranges, Session Settings, Password Policies, Default Community

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12
Q

Company Settings Sections

A 
Name
Address
Newsletter
Local
Time
Currency
Disk Space
API
Currency Setup
Business Hours
License amounts and usages
Company info
No IP Addresses
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13
Q

What can be used to generate PDF Quote

A

Opportunity, Quote, Products, and Pricebooks

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14
Q

Mass Transfer

A

Under Data Management in Setup gives you the ability to Mass Transfer records, such as Accounts in this scenario, from one user to another. This is the quickest and easiest way to accommodate this request, which you will run into frequently.

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15
Q

Chatter Streams

A

custom feeds that you create by combining multiple related feeds into one feed. Look for streams on your Chatter home page. Create up to 100 streams that each combine posts from up to 25 different feeds and feed types. Create streams that combine feeds from people, groups, and records, like accounts, opportunities, cases, and more.

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16
Q

Search Layouts

A

On object and shows what appears

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17
Q

Sales Productivity Features

A
  1. BDA
  2. Update Reminders to manager
  3. Similar opps - related list given criteria on opp
  4. Competitors
  5. Team Selling - access to Opp to read or read/write
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18
Q

Standard Fields

A

Standard fields are fixed and their field type can’t be changed. You can’t delete them either but some standard fields you can hide from view or remove permissions from them so users can’t access them. You can re-label them.

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19
Q

Owner Based Record Levels

A

Org Wide - Role Hierarchy - Sharing Rules - Manual Sharing

Those in Role in Hiearchy can SEE records in role or below. Cannot see other roles at the same level.

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20
Q

Compact Layout

A

create on Campaign the compact layout assignment

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21
Q

List View

A

Cannot mass delete from the record

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22
Q

Controlling and Dependent Fields

A

Controlling field - standard picklist, custom picklist, and checkbox
Mulitselect cannot be controlling

Dependent field can be custom and mutli-select picklist, but not checkbox or standard picklist

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23
Q

Security Token

A

Needed for Data Loader and Salesforce for Outlook

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24
Q

The difference between Knowledge and Solution Management

A 
Data Categories (can have security - profiles, users)
Solutions doesn't have security
You can manage articles - 
Side bar can search for articles
You can also post articles to community so customers can see
Articles help you resolve cases
Solutions has groups. 
Knowledge has categories.
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25
Q

List View

A

Cannot mass delete from the record

Data loader and Mass Delete link for leads

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26
Q

Workflows

A 
Workflow Rules allow you to fire 
Email
Task
Field Update 
Outbound Message (API) actions based on a criteria when a record is either Created or updated (not deleted!).

Can only create tasks - no other objects.

If field updated, by workflow, user who changed other field to trigger is listed as last modified.

Can add a time trigger after some criteria are met.

NOT chatter posts and cannot create an Event

Can update a record when created, updated, or in future, but NOT deleted
Fires actions immediately, cannot be used for approvals
No associated UI.
You can update a field on a record or change the record type.

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27
Q

Which two related lists should be added to track campaign contribution to the overall campaign

A

Contact roles and campaign influence

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28
Q

Process Visualizer

A

It is the Process Visualizer that provides a visual representation of an Approval Process. This will be helpful in gaining buy-in from step owners and reinforce company policies by documenting the decisions you reached when the approval process was designed.

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29
Q

Dynamic Dashboard

A

Will show per user’s security settings.

If manager wants to see those of this team members from their perspective check “View my team’s dashboard”

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30
Q

What can the admin change in user interface

A

Enable spell checker, hover details, enhanced list view

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31
Q

Flow Builder

A

Created a wizard (UI) UI Design, delete, update unrelated records
Flow generally not needed for exam, but know Flow needed of UI
Flow cannot create actions in the future

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32
Q

Delegated Administration

A

Use delegated administration to assign limited admin privileges to users in your org who aren’t administrators.

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33
Q

Account Object

A

For standard objects, cases are related to Account
But campaigns, products, and case comments are not

Opportunity, Contact, and Case are children of the Account object

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34
Q

If creating user to user look-up what type of field is needed

A

Hierarchical

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35
Q

Data Loader

A

Create, Update, Upsert and Delete. Can only import one object at a time.

When updating a record using data loader, can update with External ID, Parent ID, Record ID

NOT Record number

50k-5 million

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36
Q

Difference Between Profile and Permission

A

Differences:

1) Can only assign a user to one Profile at a time
2) But can assign multiple Permission sets to the user

Profile - base permission - say all Sales Reps (basic functions)
Permission sets give additional capabilities

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37
Q

Case Escalation Rules

A

To people or queue
Do we need to send an email for these people
First setup queue then set up escalation rule
Works in same way as assignment rules - goes top to bottom until a match is found
Escalated by time or area

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38
Q

Cloud Types

A 
Sales Cloud (Sales process, opps, products)
Service Cloud
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39
Q

User Management

A

Can click box and select Reset Password(s)
Features setup checkboxes - access to service marketing, etc.
Freeze just prevents login
Deactivate - removes from records

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40
Q

Page Layout what changes can you make on a field

A

Make a field required, read only, visible and change the label

Changing a label on a field is done under
Settings>Object>Fields and Relationships

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41
Q

Path

A

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 a path, you can highlight key fields and include customized guidance for success.

Not to be confused with In-App guidance which is used for share information, train, or on-board users.

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42
Q

Bucket Field

A

Summary field not on object, just on the report - on picklist items. Groups picklist values into ranges.

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43
Q

Solution

A

Detailed description of a customer issue and the resolution of that issue. Solution managers, administrators, and users with the appropriate permissions can create, review, and categorize solutions. They can also publish solutions to the Self-Service portal and make solutions public
Mulitlingual search enabled in Public Knowledge Base and Self-service Portal

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44
Q

Encrypted Text

A

No Credit card or PCI check box, just called encrypted text

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45
Q

Ways to upload files into Salesforce

A

Files -> Chatter, Newest way
On record - Notes and attachments
SF CRM Content and libraries
Documents - public/read write

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46
Q

Dashboard Refresh

A

Can be refreshed hourly, weekly, monthy, send an email to notify, refresh button - but not whenever displayed.

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47
Q

Import Wizard

A

Standard Objects that IW can import: Accounts and Contacts, Leads, Solutions
Can import data for Custom Objects and Campaign Members Status

Cannot import cases or opportunities.

Can choose to activate workflows.
Need to use DL for other standard objects
LACSCC(5) - Lead, Account, Contact, Solutions, Campaign member and Custom Objects

IW can match by Name or Email OR ID (External or Internal)

Can de-duplicate
Cannot schedule in advance

Can import custom objects
You can just import and limited in object types,

Can only add records of one object at a time
Can be used to update campaign status and members

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48
Q

Reports

A

Tabular - just rows and table
Summary report - has record summaries
Matrix
Joined

Can add three charts to layout
Cannot add a gauge to a report.
Can schedule a refresh time.
Reports run as permissions of the user.

Folder access control access to Report.
Can share folder with Users, Roles, Internal and Portal Subs, Roles and Internal Subs, and Groups

Folder access can be Viewer, Editor, or Manager

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49
Q

Reporting Snapshot

A

Report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object. They can then schedule when to run the report to load the custom object’s fields with the report’s data. Reporting snapshots enable you to work with report data similarly to how you work with other records in Salesforce.

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50
Q

Service Cloud

A

Knowledge and Entitlements

Enabled in User Profile (Feature)

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51
Q

Dashboard Elements that show multiple groupings

A

Donut, Pie chart, and Funnel chart

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52
Q

Permission

A

give additional capabilities

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53
Q

Automated Case User

A

Listed in the Case History related list when automated case actions occur in Salesforce, such as assignment rules, escalation rules, created via web-to-case, etc.

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54
Q

Assignment Rules

A

Can only create on Lead and Case
Assign to User or Queue, NOT GROUP
Can email notify.

Can also prevent reassignment.

Uses Rule ordering to assign lead ownership
When creating a lead need to indicate to you assignment rule
Can go to layout properties, and set Lead Assignment to checked by default
Option to not reassign owner as well

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55
Q

Validation Rules

A

Fire at record import, web to lead, edited and saved

Error condition formula and message are fields

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56
Q

User License Types

A

Marketing, Offline, Knowledge, Flow, Service, Work.com, Site.com

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57
Q

Report Sharing and Running

A

Reports have running users or login-in user

Can sent reports to groups, roles, users, subordinates

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58
Q

Contact Roles

A

Contact Roles are instrumental if helping determine Campaign Influence. Users can manually add Contacts Roles on an Opportunity manually, but they seldom do. There are two primary ways that Contact Roles are automatically filled in on new opportunities, and that is whenever an Opportunity is created from a Contact Record or when a new Opportunity is created during the Lead Conversion process.

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59
Q

Metric Dashboard Component

A

Displays the grand total from a report, along with a label that you enter.

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60
Q

Field Disappearing Causes

A

Page disappearing
User switched profiles
Role setting does not dictate access to field, but to object

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61
Q

User Management

A

Can click box and select Reset Password(s)
Features setup checkboxes - access to service marketing, etc.
Freeze just prevents login
Deactivate - removes from records

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62
Q

Knowledge One

A 
Enable lightning knowledge
Cannot be disabled after enabled
Knowledge One - 
Can create multilingual responses
Case settings - can create an article from a case

To resolve cases and to display for customer self-service portal.

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63
Q

Formulas Field

A

To get parent data to child

Are not searchable, do not appear on edit pages, and are read-only.

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64
Q

Sharing Rules

A

Can share across

1. Roles and Subordinates
2. Public groups (Internal Users, Portal Users, Customer users)

The rule can be 1, Private 2, Read only or 3, Read/Write
Rules are one way
Rule Type can be
1) Owner - sharing based on who own the record in hierarchy
2) Criteria (Field) - depends on record’s field

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65
Q

Salesforce Communities (Two valid cases)

A

External customer can track cases, external partner can track joint opportunities

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66
Q

Content (Salesforce CRM) and Content Pack

A

A content pack can be created (add files from Library)
You can then Share the pack with other users
Can share URL to customer with password to view pack

Can manage files, videos, PPT, web pages
Version control, voting, reporting, list views
Can use password protection and associate with a record.

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67
Q

Summary

A

Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner. Summary reports with no groupings show as tabular reports on the report run page.

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68
Q

Update Reminders

A

Email send to manager of team opportunities
About when opps are being updated.
Number of opps, dates, etc.

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69
Q

Reparenting

A

By default, records can’t be reparented in master-detail relationships. Administrators can, however, allow child records in master-detail relationships on custom objects to be reparented to different parent records by selecting the Allow reparenting option in the master-detail relationship definition.

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70
Q

How lead can be imported

A

Lead import and web to lead - no email to lead

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71
Q

Default Activity View Settings

A

Related Lists and Activity Timeline.

72
Q

Duplicate Configuration Rule Options

A

There are two primary options available to you in Duplicate Rules to Alert and/or Report potential duplicates On Create and/or On Edit

Alert - Warn users in the user interface of potential duplicates, but will add a row to the error.csv file when doing an insert, update or upsert from the Data Loader (i.e. when not using the interface).

Report will create a report of potential dupliates.

73
Q

Salesforce Knowledge Features

A 
Categorize Articles
Multiple Languages
Using articles to solve cases
Searching for Articles via Portals
Rating Articles

Set up in Communities
can integrate with Service Console.
Helps with self-service

Articles can be accessed from the case feed, customer community, and public knowledge base site

Upload files in Zip format.

74
Q

What should a systems admin consider before importing records

A

Data should be de duplicated and each record should have an owner

75
Q

Campaign

A

Sent Received Responded

76
Q

Custom Domain

A

Visualforce page URLs will change and new domain cannot be un-deployed.

77
Q

Lookup Relationship and Filter

A

Field that relates to another. The Filter is created when the lookup field is created to limit the number of filter items.

78
Q

If user cannot Login where do they go and what can the admin do?

A

Login history on a user’s record

Click Reset password on detail page or unlock on user detail page

79
Q

Default Case Owner

A

Automatically assign a user or queue to all cases that don’t match any case assignment rule entries. This user must be Active.

Only one case assignment rule can be active at a time.

80
Q

Competitors

A

can put in competitor names on opportunities

81
Q

Default Forecast Display

A

Currency, start date, forecast period (monthly or quarterly),

82
Q

Standard Salesforce Profiles (7)

A 
System Administrator
Solution Manager
Read Only
Marketing User
Contract Manager 
Standard User
Customer Community
Partner
83
Q

Data Loader

A

Data Loader can only update by ID (SF or External)
Delete Update and Upsert (Need Salesforce ID) and Insert Records, Backup
Can’t de dup and can schedule.
Will fire workflows and validations
Data loader itself won’t dedup, but duplciation and validation rules in SF may cause data loader to fail uploading certain values

84
Q

Portals

A

Customer Community - customer can log in to view cases and knowledge
Partner Community- data sharing, event tracking, MORE security, get dashboards, categorization
Employee Community - contacts and accounts (read only)

85
Q

Objects that can have queues

A

Custom, Cases, and Leads

86
Q

Default Case Owner

A

Automatically assign a user or queue to all cases that don’t match any case assignment rule entries.
This user must be Active.

Only one case assignment rule can be active at a time.

87
Q

Exporting Reports Formats

A

XLS and CSV

88
Q

Auto Response Rules

A

Only available only on Leads and Cases
Can send different emails on different lead attributes.
I no rule match, then nothing will send, so set generic.

89
Q

Solution Management

A

Knowledge Based Sharing
Find into that is handy
Selecting “Select” on a solution on a case
You can see how well Solutions are working (Solutions list cases)
To enable Solutions - need to enable in Solution Settings
You can create categories
Bread crumbing and categorization

90
Q

Person Account created when

A

Lead coversion without a company name

91
Q

Dashboard Settings

A

Can filter entire dashboard based on Fields, but must be a common object across all reports.

Can filter by user but may not be able to drill down further.

92
Q

Tabular Report Type

A

Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports are best for creating lists of records or a list with a single grand total. They can’t be used to create groups of data or charts, and can’t be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.

93
Q

Support Settings

A

Automated Case User- - Listed in the Case History related list when automated case actions occur in Salesforce, such as assignment rules, escalation rules, created via web-to-case, etc.

Can be set to a generic system user account.

Default user when assignment rules fail to locate an owner.

94
Q

What can be adjusted in a sales process

A

Probability, Type, and Forecast Category

95
Q

What is included when Mass Transferring an Account

A

Associated items that are also transferred are Contacts (on business accounts only), attachments, notes, open activities, open opportunities owned by the current account owner,

open and closed opportunities and open opportunities owned by other users.

You may also optionally transfer open and closed cases that were owned by the account owner. Refer to. Not Leads.

96
Q

List Standard Objects (18)

A

Invoices isn’t a standard Salesforce object
Standard Objects include: Account, Contact, Opportunity, Products, Pricebooks, Cases, Users, Case Comments, Activities, Events, Tasks, Leads, Contracts, Orders, Solutions (in Classic only), Ideas, Assets, Knowledge.

97
Q

Manual Sharing

A

Manual sharing allows someone to grant access to a specific user, group or role access to a specific record on a record by record basis. Manual sharing involves a user looking at a record and deciding to share the record with someone else.

Manual Sharing - can create sharing button with layout and private OWD
Can Share with Public Group, Role, Roles and Subordinates, and Users
There is a button you can put on the record
If no button because record is public read/write

98
Q

Dashboard Report Visibility

A

If Person can see report from dashboard, Refresh or no permission to see records

99
Q

Login IP Address

A

Can only be set in a profile, not in a permission. Cannot login.
Login IP Ranges in Profile - only allow user to login between ranges
With Network access- don’t need to activate connection (with a code), they can log in any case

When logging in these are checked:
Organization trusted IP ranges, Profile defined login IP ranges, Hours of access

When successful login, IP added to trusted list and cookie placed.

100
Q

Hidden Fields in Reports, Searches, Views, Lists

A

If you simply hide a field from a page layout and assign that page layout to a user, that user can still see the field and get to the data by way of search results and reports. To fully hide a field and its data from a user, you will need to set the field to Hidden at the Profile level.

101
Q

Packages

A

A package is a container for something as small as an individual component or as large as a set of related apps. After creating a package, you can distribute it to other Salesforce users and organizations, including those outside your company. Packages come in two forms—unmanaged and managed and can be distributed on App exchange.

A managed package differ in that some components are locked allowing managed to be updated later.

102
Q

Duplicate Rule Options

A

There are two primary options available to you in Duplicate Rules to Alert and/or Report potential duplicates On Create and/or On Edit

Alert - Warn users in the user interface of potential duplicates, but will add a row to the error.csv file when doing an insert, update or upsert from the Data Loader (i.e. when not using the interface).

103
Q

Workflow Queue

A

Shows workflows triggers that are pending
Have to delete workflow queue entry to be able to re-edit a timed workflow

Time-Based Workflow Queue - displays pending actions in your org, along with the time that they are set to happen. If the corresponding record is updated and the criteria that originally places the action in the Time-Based Workflow Queue is no longer valid, the action is removed from the Time-Based Workflow Queue automatically.

104
Q

Scheduled Reports

A

Can run Quantity and Revenue Scheduled Report

105
Q

Approval Processes

A

Only place you can approve and decline
Process begins when you submit a record for approval
Approves can accepts or reject via Chatter, App, Email, can recall, and can create Tasks, Field Updated and outbound messages
Email, Task, Field Update or Outbound Message
SAME AS WORKFLOW RULES - no Chatter (Process Builder)

Approval process workflow actions:

1) Update a field
2) Create a task
3) Send an email alert
4) Send an outbound message

106
Q

Process Builder

A

CRU, Chatter Posts, Quick Actions, Quip, Notifications, approvals.
Can create and update records.
Can be used to Automate Contact Role assignments.
No UI capability.
Cannot support outbound (API) messages

Create a chatter post or submit records
CANNOT send outbound messages
Can create a record
If need to calculate ROI from campaigns put into a hierarchy.

107
Q

Joined

A

Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. A joined report can even contain data from different report types.

108
Q

Matching Rules

A

Exact or Fuzzy

109
Q

User Details Options

A 
Locale - user local overrides org
Language
Time Zone
Set Profile
Permission Set
NOT hire date
110
Q

Topics (and Tags)

A

Topics are basically hashtags that you may be used to from other social media (e.g. twitter, facebook). Topics are newer and getting updated/integrated with recent releases from salesforce. Tags are old, precede Topics and are likely getting phased out (although I can’t point to anything that says that specifically).

You can use Topics in list views.. like “All Accounts with Topic=Hot” and as of Winter ‘16 you can pull records associated to specific

111
Q

Roles

A

determine access regardless of who owns the record.

112
Q

Big Deal Alerts Deal

A

An Opp alert when threshold, trigger probability, email to send to and opp owner or group

113
Q

Rich text

A

Allows users to enter text, images, and links

114
Q

Libraries

A
  • collections of content (Files cannot password protect or see who read)
    Can put content in library
    You can add Members (Ind. Pub Group, or Standard Users)
115
Q

Matrix

A

Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.

116
Q

Three Types of Relationship Fields

A

Lookup, Master Detail, and Many to Many

Relationship always on child object.

117
Q

Password Policies

A

Password policies - 90 days default, lockout time, password type

118
Q

Campaigns

A

webinar, tracking email, tracking leads through SalesForce to see if it gets a sale - so can determine ROI
Can put
Sent, Received, Responded - three Lead/Contact statuses
Can add a lead to Campaign
Campaign stays with the Lead when converted to Contact, Opportunity, Account

119
Q

To grant profile access to custom object

A

Clone a standard profile and grant additional access

120
Q

Opportunity Splits

A

Enable the opportunity owner to be able to credit team members with a percentage, based upon their level of helping close deals and receive a percentage.

121
Q

Sharing Rules

A

Can share across

1. Roles
2. Public groups
3. Users and subordinates
    4. Portal users

The rule can be 1, Private 2, Read only or 3, Read/Write

Rule Type can be

1) Owner - sharing based on who own the record
2) Criteria (Field) - depends on record’s field

122
Q

Lead Conversion

A

Create a task, set a reminder, and create an opp or not

Can’t create a call

123
Q

Chatter Group Visibility

A

Broadcast Only Groups allow group owners and managers to post messages but other members of the group can only post comments to the posts.

Chatter groups can be private, public, or broadcast only.

There is an “Allow customer” checkbox

Chatter allows you to create and join groups,
create and share files, and follow records.

Admin and owner can only invite.

124
Q

What values can be modified standard field?

A

Label
Help text
Picklist Values

125
Q

Salesforce for outlook

A

Validation rules applied each time data is synced with server. Events and Contacts synced.

126
Q

Salesforce Communities (Two valid cases)

A

Customer Community – allow your customers (B2B and B2C) engage with both your organisation and other customers via an online portal.
External customer can track cases,

Partner Community – give your resellers, distributors, brokers limited access to your Salesforce to pass you leads and work on deals with your sales team
external partner can track joint opportunities

127
Q

What does changing local change

A

Date and time
Users’ names, addresses, and commas and periods in numbers.
The start day of the week for calendars varies per locale.
For single-currency organizations, locales also set the default currency for the organization when you select them in the Currency Locale picklist on the Company Information page.

128
Q

Path

A

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 a path, you can highlight key fields and include customized guidance for success.

129
Q

Modify All and View All,

Where are they located.

A

All permission s overwrite sharing rules.

Available under Profiles and Permission sets.

130
Q

Custom Field

A

Can make required and unique.

Field setting can also make color same in each salesforce component.

131
Q

Email-to-case

A

Triggers assignment, escalation, and workflow rules, and automatically assigns customer email replies with the case

132
Q

Customer Portal what tabs should exist

A

Ideas and Knowledge

133
Q

Themes and Branding

A

Up to 300 themes and one at a time. Themes don’t apply to to both Lighning and mobile.

134
Q

The difference and between Chatter Free and Chatter Exernal

A

Chatter Free is “Designed for Unlimited, Enterprise, and Professional Edition users that don’t have Salesforce licenses but need access to Chatter. These users can access standard Chatter people, profiles, groups, and files. They can’t access any Salesforce objects or data.” Chatter can follow people

Chatter External is “Designed to allow customers in Chatter groups. Customers are users outside of your company’s email domains. They have very limited Chatter access and can only see groups they’re invited to and interact with members of those groups.”

135
Q

Password Policies

A

Password policies are set at the Profile level and are not accessible via Permission Sets, and therefore by extension, also not accessible via Permission Set Groups.

Here are examples of Password Policies on a Profile:

User passwords expire in: Never expires

Enforce password history: 3 passwords remembered

Minimum password length: 8 characters

Password complexity requirement: Must include alpha and numeric characters

Password question requirement: Cannot contain password

Maximum invalid login attempts: 10

Lockout effective period: 15 minutes

Obscure secret answer for password resets __

Require a minimum 1 day password lifetime __

Don’t immediately expire links in forgot password emails __

You can set number of attempts, length of time before passwords expire, complexity requirements.

136
Q

Roll-up Summary Fields

A

Needed to get data in Master from detail

137
Q

Field Tracking and Deletion

A

Can get changes to field. Need to add related list to layout. If deleted sits in recycling for 15 days.

138
Q

Making Fields Required

A

Page layouts, validation rules, field settings

139
Q

Undeleting Fields

A

You can recover deleted custom fields in Salesforce as long as you do so soon after the field is deleted but there are a couple of steps you need to perform after the field is undeleted which depends on the field type and how you have Salesforce setup. If the field was Erased rather than deleted, the field cannot be undeleted and you would have to re-create the field and recover the data from a backup.

140
Q

Default forecast display

A

Can set monthly or quarterly

141
Q

Assignment Rules

A

Can only create on Lead and Case
Assign to User or Queue
Can email notify.

Can also prevent reassignment.

Uses Rule ordering to assign lead ownership
When creating a lead need to indicate to you assignment rule
Can go to layout properties, and set Lead Assignment to checked by default
Option to not reassign owner as well

142
Q

Junction Object

A

Many to many, with two Master-detail relationships

143
Q

How to relate an opportunity to campaign

A

Use campaign influence list and set primary campaign source in the opportunity

144
Q

Home Page Layout

A

The Home Page Layouts section in the Setup menu displays any Home Page layouts that have been created for your org, and from which you can assign home page layouts to individual Profiles. You can edit a Home Page Layout by clicking Edit next to its name and then selecting the Wide Components to Show (for the Right side of the Home Page) and the Narrow Components to Show (for the Left side of the Home Page), by checking the desired checkboxes - one of which is Create New.

145
Q

What can the admin change in user interface

A

Enable spell checker, hover details, enhanced list view

Show quick create, collapsible sections, sidebar components

146
Q

What are the four different types of sharing rules

A

Account, Custom Object, Case, Lead

147
Q

Search Layouts

A

On object and shows what appears in search results, recent tabs, etc. Does not affect appearance in reports.

148
Q

Products and Pricebooks

A

Standard and list price can be in more than one currency.
Products without a price ARE NOT automatically added to a standard price book.

A product needs to be active check box and a standard active price before they can be added to a price book.

Pricebook Entry = product + pricebook + currency

149
Q

Unresolved Items

A

Salesforce for Outlook, Lightning Sync, or Email to Salesforce to sync items or add emails from your email app to Salesforce, any items that these features can’t automatically assign to Salesforce records appear in My Unresolved Items.

Emails, Contacts, Events, Tasks appear in items.
That are not associated/assigned to a record.

150
Q

How can Admin give view all access to campaigns

A

Assign permission to marketing user and assign all users to a custom profile.
Checkbox on user and in profile

151
Q

Approval Processes

A

Just need to know when to use and capabilities, versus workflow etc. These allow for record to get approval for one or many people

Can approve records through chatter posts. Must enable in chatter settings.
On homepage you can see approvals.

152
Q

Custom Summary Formulas in Reports

A

Can be used in a report built form a custom report type
Can reference a formula field within the report
Cannot reference another custom summary formula
Can have a maximum of 5 formulas

153
Q

Lead Conversion

A

Create a task, set a reminder, and create an opp or not
(Can’t create a call)
Standard fields automatically mapped to Account Contact and Opportunity
Custom fields can be mapped to ACO
Cannot map custom lead fields to custom object fields
Can choose to disable validations
Cannot convert any roll-up summary fields

154
Q

Path

A

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 a path, you can highlight key fields and include customized guidance for success. Made specific to a record type and can add Confetti Celebration.

155
Q

Cross Filter on Report

A

Show objects with and without a secondary object

156
Q

Cloud Types (Two types)

A 
Sales Cloud (Sales process, opps, products)
Service Cloud
157
Q

Campaign Influence

A

allows you to replicate, so can see what campaigns have influenced. On buying decision. Can limit campaigns by time for influencing factor. Need to add Campaign Influence in Opportunity layout. But lists the Campaigns the person was added to. Campaign influcence does not change. If no New Campaign button, need to make user a Marketing User permission. Lists campaigns on Opportunity record.

158
Q

Components may be selected to display in a Home Page Layout (7)

A

Items to Approve, Dashboard Snapshot, Calendar, and Tasks, Tags, Create New, Flow Interviews. NOT unresolved items.

159
Q

Salesforce for outlook

A

Validation rules applied each time data is synced with server.
You can add Quick Actions to layout

160
Q

Org Wide Default

A

For Org-wide, there are three categories- Public Read/Write, Public Read, and Private

What you set as the access level or Org wide cannot be made more restrictive later
If even a single record needs to be private- org wide must be private and then need to give access later on

Ways to open
Role Hierarchy - my boss can see
Sharing Rules - could say by role in company etc.
Manual Sharing - record by record

If OWD is Read/Write Public- then need to restrict access to object in Profile or Permission

161
Q

Process Builder

A

CRU, Chatter Posts, Quick Actions, Quip, Notifications, approvals.
Can create and update records.
Can be used to automate contact role assignments.
No UI capability.
Cannot support outbound (API) messages

Create a chatter post or submit records
CANNOT send outbound messages
Can create a record
If need to calculate ROI from campaigns put into a hierarchy.

162
Q

What objects can be mass transferred (4)

A

Accounts (Opps under), Service Contracts, Custom Objects, and Leads
SLAC

163
Q

Activities (Tasks) and what can be created

A

Created from an Approval Process, Manual Creation, and Workflow Rule

Can create

1) validation rules
2) custom fields
3) record types for tasks.
4) workflow rules
5) page layouts

164
Q

Data Backup

A
  1. Data Loader - stores in CSV
  2. Manual export reports and data
  3. App Exchange App for back-up and restore
  4. Salesforce Data Export (Monthly baked-in, as frequently as weekly)

Export All also exports Recycling bin items.

165
Q

Owner Based Record Levels

A

Org Wide - Role Hierarchy - Sharing Rules - Manual Sharing

166
Q

Chatter Components

A

Groups, People, Bookmarks, Topics, Location

167
Q

Dashboard Components

A

Horizontal Bar Chart, Vertical Bar Chart, Line Chart, Pie Chart, Donut Chart, Funnel Chart, Scatter Chart, Gauge, Metric, Table, Visualforce Page, and S-Control.

A Custom Report Type nor a Reporting Snapshot are Dashboard components.

168
Q

Record Types

A

Users can see any record type even if Record not assigned to them
Users are assigned a default type (if no others created)
Record type determine which Record Types can edit and create
Each Record type has a corresponding layout

169
Q

Quick Create

A

Is not Create New on Homepage. Quick create is a way to create objects when doing a lookup.

170
Q

Ownership Types for Custom Objects and Leads

A

Custom: User, Partner User, and Customer/Portal User
Leads: Can change to User, Queue, and Partner User

171
Q

Ownership if OWD is private

A

Only user can see.

172
Q

How can you restrict users from seeing certain fields in searches, reports and list views?

A

Read only required or visible at Profile level and field level.

173
Q

What to do if the lookup record is deleted?

A

Clear the value of this field. You can’t choose this option if you make this field required.

Don’t allow deletion of the lookup record that’s part of a lookup relationship.

Also can make field required.

174
Q

User Management Settings

A

Self deactivate, hide data, scrambe,

175
Q

Data on converted leads

A

Once Leads are converted, they are no longer visible in the Leads List View. You can use a standard Lead Report or create a Custom Report type to view a list of all Converted Leads.

Salesforce Admin (12 decks)

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