Salesforce Fundamentals Flashcards
Which two fields are the only fields Email-to-Case can map?
email subject and email body (mapped to Subject and Description fields of case record respectively) It’s not possible to add further mappings
What is Salesforce Field Service?
Salesforce Field Service, formerly known as Field Service Lightning (FSL), is the extension of Service Cloud that provides a comprehensive view of workforce management
Can standard validation rules reference records unrelated to the current object?
No
Payment processing is a functionality that is available in Salesforce OOTB (True/False)
False.
Can standard campaign functionality track email stats like opens and clicks?
No
The role hierarchy cannot grant more access than the base-level object permissions in the user profile (true/false)
True
What is the Sharing Hierarchy button for?
Used to view all the users who have access to the record and the reason for the access
Is there a ‘Sharing’ button you can put on Page Layouts to facilitate record sharing?
Yes
What security solution do you use to share records of one territory with another territory?
Sharing rule
A developer wants to specify the object that an individual or group of users can access. What two security solutions would they use?
Profiles and permission sets.
A scoping rule can be used to:
control the records users see in list views, reports, and soql based on the selected criteria. Are flexible and can be enabled/disabled on a query-by-query basis
scoping rules are available for
a few standard objects and custom objects
a restriction rule is
applied to a user to filter the records that the user is granted access to via OWDs, sharing rules, and other sharing mechanisms.
restriction rules are
used to prevent access to certain records based on record and user criteria
A Sharing rule is
used to grant access to records based on criteria or ownership
Deleting access to an object can be allowed with:
profiles and permission sets
Enhanced report folder sharing provides
refined access levels for each folder share (View, Edit, Manage)
How many levels of grouping can you have in a summary report?
up to 3
How many levels of summarization are available for rows and columns in a matrix report?
2 for rows AND columns