Salesforce fundamentals I knowledge check

Question 1

What are the different types of AppExchange use cases?

Answer 1

Generic, Functional and Industry Specific

Question 2

What are some examples of Functional AppExchange use cases?

Answer 2

Sales, Marketing, Customer Service, Finance, HR

Question 3

What is required to create a job that runs every night?

Answer 3

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.

Question 4

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

Answer 4

Business Accounts and Person Accounts. Business Accounts are used for B2B selling and Person Accounts are for B2C.

Question 5

How would a customer request for pricing of different product grouping be tracked?

Answer 5

Quotes could be added to an opportunity, each with a different combination of related products.

Question 6

How is object access controlled?

Answer 6

Object access is controlled at the profile level, including permissions and visibility to the tab.

Question 7

What do organization-wide default settings do?

Answer 7

Determine access to records the user does not own

Question 8

What does field-level security control?

Answer 8

Field-level security controls if a field is visible or read-only at the profile level.

Question 9

How does Manager Group sharing work?

Answer 9

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.

Question 10

What should be considered when changing OWD settings?

Answer 10

If increasing default access, changes will take effect immediately. If decreasing default access, changes may take significant time depending on data volumes.

Question 11

What allows sharing individual records with roles or individual users?

Answer 11

Manual sharing

Question 12

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?

Answer 12

Private

Question 13

What are some examples of Generic AppExchange use cases?

Answer 13

Document Generation, Data Loaders, Document Signing, Email, GeoLocation

Question 14

What are some examples of Industry Specific AppExchange use cases?

Answer 14

Healthcare and Life Sciences (Veeva), Real Estate, Education, Non Profit, Financial Services

Question 15

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

Answer 15

No, Flow can create, update, and delete records while Process Builder can only create and update.

Question 16

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

Answer 16

No, Email-to-Case can be configured using clicks. However, Apex code is required to extend or change the standard behavior.

Question 17

What is a Person Account?

Answer 17

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.

Question 18

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

Answer 18

Finance App Solution

Question 19

What is a permission set?

Answer 19

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.

Question 20

How is the role hierarchy related to record access?

Answer 20

Users will have access to other users’ records if they have a role above the record owner in the role hierarchy.

Question 21

How do sharing rules work?

Answer 21

Rules can be created to grant access to groups of users for certain records based on record owner or criteria.

Question 22

What is manual sharing?

Answer 22

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.

Question 23

What should be used to grant a single user additional access to an object in Salesforce?

Answer 23

Permission set