SALESFORCE FOUNDATIONS I Flashcards
What are the different types of AppExchange use cases?
Generic, Functional and Industry Specific
What are some examples of generic AppExchange use cases?
Document Generation, Data Loaders, Document Signing, Email, GeoLocation
What are some examples of functional AppExchange use cases?
Sales, Marketing, Customer Service, Finance, HR
What are some examples of industry-specific AppExchange use cases?
Healthcare and Life Sciences (Veeva), Real Estate, Education, Non Profit, Financial Services
What is required to create a job that runs every night?
Apex code and Apex Scheduler can be used to create a job that runs on a scheduled basis. Flows can also be scheduled to run periodically.
Is Apex Code required to create, delete and update records?
No, Flow can create, update, and delete records while Process Builder can only create and update.
What kind of accounts are there and how are they used?
Business Accounts and Person Accounts. Business Accounts are used for B2B selling and Person Accounts are for B2C.
Is Apex-code required to use Email-to-case functionality?
No, Email-to-Case can be configured using clicks. However, Apex code is required to extend or change the standard behavior.
How would a customer request for pricing of different product grouping to be tracked?
Quotes could be added to an opportunity, each with a different combination of related products.
What is a person account?
A Person Account is used for B2C situations and is an account made up of one Account and one Contact record. It is not enabled by default. It must be requested and enabled by Salesforce Support.
How is object access controlled?
Object access is controlled at the profile level, including permissions and visibility to the tab.
Which type of solution can be downloaded from the AppExchange to connect Salesforce to a third-party system for accepting credit card payments?
Finance App Solution
What do organization-wide-defaults settings do?
Determine access to records the user does not own
What is a permission set?
A permission set is a group of permissions and settings that can be assigned to one or more users. They are used to grant additional permissions to users.
What does field-level security control?
Field-level security controls if a field is visible or read-only at the profile level.
How is the role hierarchy related to record access?
Users will have access to other users’ records if they have a role above the record owner in the role hierarchy.
How does Manager Group sharing work?
Manager Group sharing allows users to share records with their manager group or manager subordinate group, that is those above or below in the hierarchy, based on the manager field in the user record.
How do sharing rules work?
Rules can be created to grant access to groups of users for certain records based on record owner or criteria.
What should be considered when changing OWD settings?
If increasing default access, changes will take effect immediately. If decreasing default access, changes may take significant time depending on data volumes.
What is manual sharing?
Manual sharing allows a user to use the ‘Sharing’ button to grant access to a specific record to other users, roles, public groups, or territories.
What allows sharing individual records with roles or individual users?
Manual sharing
What should be used to grant a single user additional access to an object in Salesforce?
Permission set
Which organization-wide default sharing setting would need to be used to ensure that users cannot access account records that are not owned by them?
Private
What scenarios should declarative tools be used to build an app?
- Development budget limited
- App requires low maintenance
- Built as soon as possible
- Features do not rely on governor limits
When should programmatic tools be used to build an app?
- Not possible to implement the feature using declarative tools
- Highly customized UI or click through path required
- Specialized or complex business process required
- Need to integrate with third-party system
What is SOAP & REST API ?
SOAP has been preferred for services within the enterprise and
REST has been preferred for services that are exposed as public APIs.
What specific scenarios are Apex, Visualforce and custom Lightning components still required in SF?
Including web services, email processing, complex reports, complex automated record sharing, or creating a custom user interface that is not possible through standard page layout or Lightning page configuration.
What is Horizontal Hierarchy?
Sharing rules allow record accesss to be extended across the role hierarchy
What does the Enterprise Territory Management option allow?
sharing rules can be used to share records owned by members of a territory or to share records with members of a territory. For example, a sharing rule can be set up to share opportunities owned by reps in the Canada territory with users in the United States territory.
What scenarios can a user manually share a record?
- Be the owner of the record
- Above the owner in the role hierarchy
- A user with ‘full access’
- An admin
What formulas can a Summary field on a report execute?
- Sum
- AVG
- Min
- Max
What are Global Actions?
Actions avaliable in places like the home page and allow action types such as create a record and log a call. Located in + button in the header for desktop and in the action bar on Mobile.
What is an object-specific action?
Allow creating a record that is related to the object for which the action is created
What is a Global Publisher layout?
Layouts for Gobal Actions and not associated to any object.
How many fields can be tracked in Chatter feed tracking?
20 fields
What tools can be used to automate posting on Chatter?
Process Builder or Flow Builder
What are the “Approval Settings” in Chatter?
- Allow approvals - Control if a user can receive and confirm an approval
- Approval posts - Allow users to receive approval requests as posts
What are the standard actions avaliable in Chatter Publisher?
Post
File
Link
Poll
What are two ways a Chatter topic can be related to a record?
- Topic Lightning component
2. Chatter post hashtag
How many records & columns can a Lightning Table component display?
200 records
10 columns
How would you ensure that records of a particular standard object are visible only to the record owner, to his manager and the executives?
- Set OWD to the object to “Private”
- Define a Role Hierarchy
NOTE: “Grant Access Using Hierarchies” is always enabled for standard objects
How many assignments rules can be active on Case?
For each rule type, only one rule can be in effect at any time
What is the maximum number of components a dashboard can have?
Up to 20 components
What are the two sharing rule types?
Criteria based and owner based
Finance wants the salary field to only be visible to select employees. How can this be achieved?
Field based security
What two permissions are needed to create custom reports that all users can view?
Manage public reports and create/customize reports
What access is needed for Mangers to edit cases for subordinates and view all cases?
Create standard role hierarchies and set OWD to public read only.
Which two ways can an App Builder grant object-level access to users?
Profiles and permission sets
What permission is required to delete attachments?
Owner of the attachment or an admin with “Modify All” permission
