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AB > Salesforce Fundamentals > Flashcards

Salesforce Fundamentals Flashcards

1
Q

What tool – Create a record when a related record changes?

A

Process Builder

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2
Q

What tool – Update a record when the value of a field changes

A

Workflow Rule

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3
Q

What tool – Delete a record when the value of a field changes

A

Flow Builder

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4
Q

What tool – Assign records to users based on custom logic

A

Assignments & Sharing Rules

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5
Q

What tool – Customize detail pages according to requirements

A

Page Layouts

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6
Q

What tool – Create a wizard that guides users through a process

A

Flow Builder

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7
Q

What tool – Create a custom web service

A

Apex

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8
Q

What tool – Create a custom email service

A

Apex

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9
Q

What tool – Create a complex validation

A

Apex

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10
Q

What tool – Create a custom user interface

A

Visualforce

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11
Q

What tool – Create a report with a custom format

A

Visualforce

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12
Q

Define custom navigation patterns

A

Visualforce

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13
Q

What tool – Create a custom user interface for LE

A

Custom Lightning Components

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14
Q

What tool – Extend the Salesforce app with custom functionality

A

Custom Lightning Components

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15
Q

What tool – Build apps with sophisticated UI using CSS

A

Custom Lightning Components

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16
Q

What tool – Invoke client-side functionality in LE?

A

Custom Lightning Components

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17
Q

What tool – Override standard actions in LE?

A

Custom Lightning Components

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18
Q

What tool – Build a sophisticated user interface in a Lightning community

A

Custom Lighting Components

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19
Q

Name Simple and Complex Tool(s) per Use Case:

Validation Rule

A

Configuration

Apex Trigger

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20
Q

Name Simple and Complex Tool(s) per Use Case:

Auto-Create a Record

A

Process Builder

Process calls a Flow, Apex Trigger

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21
Q

Name Simple and Complex Tool(s) per Use Case:

Auto-Delete a Record

A

Flow Builder

Process calls a Flow, Apex Trigger

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22
Q

Name Simple and Complex Tool(s) per Use Case:

Auto-Update a Record

A

Configuration

Process calls a Flow, Apex Trigger

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23
Q

Name Simple and Complex Tool(s) per Use Case:

Wizard to guide user through process

A

Flow Builder

Flow, Visualforce/Apex

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24
Q

Name Simple and Complex Tool(s) per Use Case:

Web Service

A

Configuration

Custom Web Service needs Apex

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25
Q

Email-to-Case

A

Configuration

Complex processing requires a Apex email handler

26
Q

Name Simple and Complex Tool(s) per Use Case:

Report

A

Report Builder

Custom Controller/Visualforce can be used to create a complex report

27
Q

Name Simple and Complex Tool(s) per Use Case:

Sharing/Assignment Rules

A

Configuration

Apex can automate record-sharing

28
Q

Name Simple and Complex Tool(s) per Use Case:

Scheduled Job

A

N/A

Apex Scheduler

29
Q

Simple Scenario:
The highest opportunity amount needs to be displayed on the related account.

Complex Scenario:
The opportunity with the highest amount in the entire org needs to be displayed on an opportunity when it is created.

Complex Solution:

A

Simple Solution:
A roll-up summary field of type MAX can be created on the Account object for this use case.

Complex Solution:
An Apex trigger can be created on Opportunity to display the opportunity with the highest amount in a custom field.

30
Q

Simple Scenario:
A custom field on related Contact records needs to be updated whenever an account is updated.

Complex Scenario:
A custom field on an unrelated custom object needs to be updated whenever a new account is created.

A

Simple Solution:
It is possible to update the related records such as contacts using Process Builder

Complex Solution:
An Apex trigger can be used to update a custom field on an unrelated record. It is also possible to create a workflow that is invoked from a process for this use case, but it would be easier to create and maintain an Apex trigger.

31
Q

Simple Scenario:
A user requires a report in tabular format, consisting of all closed opportunities in the system

Complex Scenario:
A report with a custom format used by the business needs to be generated and rendered as a PDF file on a page

A

Simple Solution:
The standard report builder can be used to create tabular reports on standard or custom objects

Complex Solution:
Visualforce code can be used to generate a report that uses a custom format. It can rendered as a PDF file as well.

32
Q

Simple Scenario:
All emails received by a business on a particular email account need to be converted into cases.

Complex Scenario:
A contact record needs to be created based on contact information in email messages received by a business.

A

Simple Solution:
The standard Email-to-Case functionality can be utilized for this use case.

Complex Solution:
Apex Email Service can be used for this use case, as it allows the use of a custom logic to process the contents of the inbound email.

33
Q

Simple Scenario:
A reason should be entered when an opportunity is closed by a user

Complex Scenario:
A user should only be able to update an account record if certain unrelated custom object records have been created

A

Simple Solution:
A validation rule can be created to ensure that a user enters a reason when an opp is closed

Complex Solution:
An Apex trigger can be used for validation based on complex logic. An error can be added to the record if a certain condition is true.

34
Q

Simple Scenario:
A community page needs to be customized so that it shows a report chart

Complex Scenario:
A community page needs to display a highly interactive user interface that utilizes data from multiple objects in Salesforce

A

Simple Solution:
A Lightning Component called ‘Report Chart’ can be added directly to a community page using Community Builder

Complex Solution:
A custom Lightning Component can be developed and added to the community page.

35
Q

Simple Scenario:
In LE, an area that allows users to enter text with custom font and size should be added to the Account record page

Complex Scenario:
A custom user interface is required for the Opportunity page in LE. It should not have Salesforce Classic design elements.

A

Simple Solution:
The ‘Rich Text’ Lightning Component can be added to the record page using Lightning App Bulider

Complex Solution:
A custom Lightning Component can be developed and added to the record by using Lightning App Builder

36
Q

Simple Scenario:
The Salesforce app needs to have a page that displays a dashboard with the Chatter Feed

Complex Scenario:
A list of opportunities that have not been modified in the last 7 days needs to be displayed in the Salesforce app

A

Simple Solution:
A custom Lightning page containing components can be created declaratively and added to the Salesforce app navigation menu.

Complex Solution:
A custom Lightning page can be developed for this. A custom tab can be created for it and added to the navigation menu.

37
Q

What is a package?

A

A set of compoents that make up the custom app. Components are:

  • Tabs
  • Objects,
  • Fields
  • Validation Rules
  • Reports
  • Apex code
38
Q

Describe features of a Managed Package

A
  • created and upgraded by a AppExchange vendor to sell to customers, usually via subscription
  • Fully upgradable: Upgrades can add new functionality or keep up with Salesforce releases
  • Can contain Locked and limited unlocked components so customization is possible but ensure upgrades are successful
39
Q

Describe features of unmanaged packages?

A
  • Not locked or protected so all components can be modified to change/extend functionality
  • These are not upgraded by publishier
  • Components with Apex code can be modified
40
Q

What is a Native app?

A

self-contained app that can be built in Salesforce Setup using clicks and don’t depend on external apps

41
Q

What are Composite apps?

A

apps build with a combination of Force.com and other tech/external services or systems.

42
Q

What are Client apps?

A

Apps that use the AppExchange API exclusively and run outside the context of the Salesforce UI

43
Q

Describe Lightning Components?

A
  • out of the box building blocks to add on to the LE
  • can be downloaded to expand/customize Lightning Pages without coding/dev
  • They can be re-used on different Lightning Page or in Communities
44
Q

Describe Lightning Bolt Solutions

A
  • ready made solutions for Communities to help users get started quicker
  • a customized template for a community that is made up of a theme layout and CSS, along with pages, content layouts, and Lightning Components
  • Can be used for particular business/industry needs (i.e several similar partner communities can be created from using a ‘Partner Central’ template)
45
Q

Describe Flow Solutions?

A
  • Downloaded from AppExchange to connect with third-party systems without additional integration or code
  • Based on ‘Flow Actions’ which allow connecting with and performing action on third party actions
  • Examples: Accepting credit card payment, conducting a credit check, checking weather forecast, adding a video player
46
Q

Describe Lightning Data?

A
  • solutions that allow comparing CRM data against outside sources for validity
  • Similar to Data.com but have new sources
  • primarily aimed at Sales/Marketing applications.
47
Q

What are some use cases for AppExchange solutions?

A 
Sales Apps
Service Apps
Data Management
Industry Specific
Collaboration Apps
Finance Apps
Human Resources
Marketing Apps
ERP/Analytics/Performance Management
48
Q

Name the 3 high-level types of AppExchange uses?

A

Generic
Functional
Industry-Specific

49
Q

What are some examples of Generic AppExchange use cases?

A
  • Document generation
  • data loaders
  • Document Signing
  • Email
  • Geolocation
50
Q

What are some examples of Functional AppExchange use cases?

A 
Sales
Marketing
Customer Service
Finance 
HR
51
Q

What are some examples of Industry specific AppExchange use cases?

A
  • Healthcare and Life Sciences
  • Real Estate
  • Education
  • Non-profit
  • Financial Services
52
Q

What are Campaign Statistics?

A

Number of responses, leads, and opportunities generated and value of Closed Won Opptys

53
Q

Is Apex code required to create, delete and update records?

A

No, Process Builder can create, delete, and update records

54
Q

Is Apex code required to create a job that runs every night?

A

Yes, Apex code and Apex Scheduler would be required to create a job that runs nightly

55
Q

Is Apex code required to use the Email-to-Case functionality?

A

No, the standard feature can be configured using clicks – you would need to code to extend/change the standard behavior

56
Q

What kind of accounts are there and how are they used?

A

Business accounts (B2B) and Person accounts (B2C)

57
Q

What is a Person account?

A
  • Used for B2C and it is made up of one Account and one Contact record
  • not enabled by default, must request from salesforce support
58
Q

What are some of the major capabilities of the Lead object?

A 
Lead Business Process
Web-to-Lead
Auto Response Rule
Lead Importing
Lead Queues
Assignment Rule
Lead Conversion
59
Q

What are some capabilities of the Case object?

A 
Email-to-Case
Web-to-Case
Case Assignment Rules
Escalation Rules
Case Queues
60
Q

How would a customer request pricing of different product groupings be tracked

A

Quotes can be added to an oppty, each with a different combination of related products

61
Q

Which type of solution can be downloaded from AppExchange to connect Salesforce to a third party system for accepting credit card payments?

A

Flow Solution

62
Q

How many assignment rules can be active on Case?

A

For each rule type, only one rule can be in effect at any time.

AB (9 decks)

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