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SF Admin 201 JS > Section 0 SF Admin Deck > Flashcards

Section 0 SF Admin Deck Flashcards

1
Q

what can you set up out of the box- what apps?

A
  1. marketing
  2. sales
  3. service
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2
Q

What do you use to import leads and avoid dups

A

Data import wizard

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3
Q

Repeating events are

A

event series

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4
Q

using custom reports

A

specify types of related records included

and

add additional fields

ie related fields on lookup

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5
Q

data import wizard

limitation

A

50,000 records

The Data Import Wizard makes it easy to import data for many standard Salesforce objects, including accounts, contacts, leads, solutions, campaign members, and person accounts. You can also import data for custom objects. You can import up to 50,000 records at a time.

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6
Q

What do end users use to import contacts

A

Data import wizard

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7
Q

you have reached your data storage limit

how do you archive old records

A

use data loader

or

create a report to export the data

and then use

the data loader to delete the data

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8
Q

data loader limitations

A

You need to load 50,000 to 5,000,000 records.

Data Loader is supported for loads of up to 5 million records.

NOTE ***If you need to load more than 5 million records, work with a Salesforce partner or visit the AppExchange for a suitable partner product.

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9
Q

what do cross obj formulas do

A
  1. can be created on the opp to display parent acct 2. can reference 10 levels away
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10
Q

Where do deleted records go?

A

Recycle bin

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11
Q

admin needs to get a listing of

all records in csv format

what are the options

A
  • export account data using data loader
  • use the data export function
  • run an account report and use the export function

Notes* - the option to create a csv file is available if the report is exported with details only; the save as button will give you the option to save the report

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12
Q

Calendar types

A

Personal or Public

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13
Q

name the 3 steps for creating a new tab

and assigning it to an app

A

1. create the name the tab and select the object

  1. choose the user profiles for which the tab will be available
  2. choose the apps for which the custom app will be available

Notes*-

to troubleshoot

  • check to see if the tab is added to the app
  • check to see if the custom tab is visible for the user profile
  • check the obj perm is correctly applied

DO NOT

  1. check the assgined app setting for the profile
  2. check field level sec for the object
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14
Q

report types

A
  1. standard
  2. custom fields
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15
Q

What do you use to

import cases

and ensure

workflows fired

A

Data loader

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16
Q

private sharing model does what

A
  • determines what records will be returned to a user that are not owned by that user
  • records owned by the user and users below them in the ROLE hierarchy
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17
Q

what is a chatter external lic

A

chatter external lic for

email domains

outside the org

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18
Q

when using the add

multiple users

feature

what is true

A

users can be allocated diff roles

users can be allocated the same or diff profiles

each user will be allocated the same lic type

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19
Q

Record types can be used to display

A
  1. Diff page layouts
  2. Picklist values
  3. diff lightening record pages can be displayed for diff record types
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20
Q

What are multi day events

A

Repeating events more than

24 hours long

can be enabled in event series

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21
Q

define field level security

A
  • Field level security in Salesforce is configured for a user’s profile.
  • Using Field Level Security administrator can controls whether a user can see, edit, and delete the value for a particular field on an object.
  • Page layouts in Salesforce are intended to organize fields, buttons, related list and other data.
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22
Q

what does the data loader

insert null values do

A

allows you to modify fields

changing words to blank values

you first need to export the records

and upload the data using data loader

use the setting insert null values

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23
Q

How to add users to a calendar

A

Use attendee field

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24
Q

which data tool looks for duplicates

A

data loader

*Note:

To avoid duplicates, you need to set up two separate rules: one is the duplicate rule and the other is matching rule.

The purpose of the duplicate rule is to tell Salesforce what action to be taken when duplicates are identified

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25
Q

Data needs hard deletes

A

Data loader supports hard delete function

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26
Q

what is field hist tracking

A
  1. enabled on up to 20 standard and case fields on an obj
  2. It can be used to track fields old values (the new value and the date/time of the actual change)
27
Q

User wants to import 45K records

A

use

data import wizard

28
Q

what does the allow activities checkbox do

A
  1. available on custom obj settings
  2. allows activities to be assoc w/ custom obj
29
Q

what can you as an admin

w/ objects (user view)

on page layouts

A
  1. change columns and the sort order of related lists
  2. make fields required
  3. make fields read only
  4. add help text in field definition
30
Q

What is storage

A
  1. Data - records
  2. Files (attachments + docs)
31
Q

field level security —-hidden

A
  • if it’s hidden, using field level security it does not appear in
    • page layouts
    • search results
    • related list views
    • OR reports

***NOTE

Please be aware that when the field is hidden because of page layout the users can still access the field via reports, search results, list views, and the API.

To confirm this,

  1. Review the field’s Field Level Security settings.
  2. Note that the field is set to ‘Hidden’ for some Profiles.
  3. Hover over ‘Hidden’ and either field is hidden because of page layout or field is hidden because of Field Level Security appear.

When the field is hidden because of a page layout, the users with the corresponding profile have access to the field via reports.

32
Q

Tasks ….

A

are activities with an event duration

group tasks can be enabled to 100 users

33
Q

Group tasks can/ can not be enabled

A

Enabled up to 100 users

34
Q

how do record types

relate to business processes

A

a business process

can be

assicated with

MULTIPLE RECORD TYPES

35
Q

what is system validations

A

checking for required fields

unique fields

data types

Notes*

System validation is preformed BEFORE custom validation rules

36
Q

define standard reports

A

reports w/ related records

37
Q

Charting > Summary > Matrix > Joined

A

Bar, Column Donut OR line Funnel Scatter

38
Q

Field level security

A
  • Fields can be set to read only profiles
39
Q

report formats

A
  • tabular
  • summary
  • matrix
  • joined
40
Q

200 leads incorrectly generated through

web to lead form

how do you fix this

A

use delete on data loader

use mass delete leads link

41
Q

Standard SF Lic types for chatter

A
  1. Chatter free only
  2. Chatter external - outside of your org
42
Q

knowledge articles

A
  • imported to SF (uses setup menu) and includes any translations
43
Q

How to import?

A

Select data > map > import

44
Q

Data import & export options include

A
  • Data import wizard
  • data loader
  • 3rd party tools for integration
  • export from records
  • data export serv.
45
Q

you need to modify the behavior so that

users are not ased to identify when

logging in for the first time

A

YES

you can do this with identify verification

bypass

add the range of trusted IP ranges

46
Q

What do you use to load data nightly

A

Command line interface of data loader this will allow for scheduling

47
Q

dashboard types

A
  1. fixed
  2. dynamic

*note dynamic needs a manual refresh

48
Q

how do you manage 2 managers in salesforce

A

create an additional

hierarchical relationship

manager field

49
Q
A
50
Q

How long is the salesforce ID

A

15 or 18 digits

51
Q

what features can an admin use to control record sharing

A
  1. OWD
  2. Role hierarchy
  3. sharing rules
52
Q

what auto response rules do you have

A
  1. customer portal case submission
  2. web to case
  3. email to case (all can be auto generated responses)
53
Q

what are login hours and ip addresses restricted by

A

profile based login hour restrictions & ip restrictions

54
Q

Name features of chatter

A

Activity mgmt tools; chatter feed tracking; chatter can add 2GB of files; chatter is a notification builder

55
Q

sharing models are…

A
  1. OWD
  2. page layouts
  3. other sharing rules
  4. folder sharing
56
Q

What does activity mgmt do?

A

1 manage tasks

2 events

3 pub calendars

4 multi day activities

57
Q

how to ensure dashboards are not accessed by someone

A
  • store the dashboard in a folder thats accessible only by auth users
58
Q

what data will

dynamic dashboards

display

A

Dynamic dashboards enable each user to see the data they have access to.

With a dynamic dashboard, you can control data visibility without having to create a separate dashboard, with its own running user and folder, for each level of data access.

59
Q

Sales team wants to upload 3M records

A

Use data loader

60
Q

Dashboard source reports must be

A
  • chart
  • guage
  • metric
  • table
61
Q

LEVELS for a custom report

A

4 levels - primary obj + 3 related objects (on the quiz it’s 3 because the primary object is assumed)

62
Q

What is shared activities

A
  • Shared Activities is a Salesforce setting which allows users to relate up to 50 Contacts (but only 1 Lead) to an event or a task
63
Q

dashboard refresh

A
  1. manually scheduled OR
  2. set (daily weekly monthly)

SF Admin 201 JS (12 decks)

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