Section 0 SF Admin Deck Flashcards
what can you set up out of the box- what apps?
- marketing
- sales
- service
What do you use to import leads and avoid dups
Data import wizard
Repeating events are
event series
using custom reports
specify types of related records included
and
add additional fields
ie related fields on lookup
data import wizard
limitation
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.
What do end users use to import contacts
Data import wizard
you have reached your data storage limit
how do you archive old records
use data loader
or
create a report to export the data
and then use
the data loader to delete the data
data loader limitations
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.
what do cross obj formulas do
- can be created on the opp to display parent acct 2. can reference 10 levels away
Where do deleted records go?
Recycle bin
admin needs to get a listing of
all records in csv format
what are the options
- 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
Calendar types
Personal or Public
name the 3 steps for creating a new tab
and assigning it to an app
1. create the name the tab and select the object
- choose the user profiles for which the tab will be available
- 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
- check the assgined app setting for the profile
- check field level sec for the object
report types
- standard
- custom fields
What do you use to
import cases
and ensure
workflows fired
Data loader
private sharing model does what
- 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
what is a chatter external lic
chatter external lic for
email domains
outside the org
when using the add
multiple users
feature
what is true
users can be allocated diff roles
users can be allocated the same or diff profiles
each user will be allocated the same lic type
Record types can be used to display
- Diff page layouts
- Picklist values
- diff lightening record pages can be displayed for diff record types
What are multi day events
Repeating events more than
24 hours long
can be enabled in event series
define field level security
- 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.
what does the data loader
insert null values do
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
How to add users to a calendar
Use attendee field
which data tool looks for duplicates
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
Data needs hard deletes
Data loader supports hard delete function
what is field hist tracking
- enabled on up to 20 standard and case fields on an obj
- It can be used to track fields old values (the new value and the date/time of the actual change)
User wants to import 45K records
use
data import wizard
what does the allow activities checkbox do
- available on custom obj settings
- allows activities to be assoc w/ custom obj
what can you as an admin
w/ objects (user view)
on page layouts
- change columns and the sort order of related lists
- make fields required
- make fields read only
- add help text in field definition
What is storage
- Data - records
- Files (attachments + docs)
field level security —-hidden
- 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,
- Review the field’s Field Level Security settings.
- Note that the field is set to ‘Hidden’ for some Profiles.
- 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.
Tasks ….
are activities with an event duration
group tasks can be enabled to 100 users
Group tasks can/ can not be enabled
Enabled up to 100 users
how do record types
relate to business processes
a business process
can be
assicated with
MULTIPLE RECORD TYPES
what is system validations
checking for required fields
unique fields
data types
Notes*
System validation is preformed BEFORE custom validation rules
define standard reports
reports w/ related records
Charting > Summary > Matrix > Joined
Bar, Column Donut OR line Funnel Scatter
Field level security
- Fields can be set to read only profiles
report formats
- tabular
- summary
- matrix
- joined
200 leads incorrectly generated through
web to lead form
how do you fix this
use delete on data loader
use mass delete leads link
Standard SF Lic types for chatter
- Chatter free only
- Chatter external - outside of your org
knowledge articles
- imported to SF (uses setup menu) and includes any translations
How to import?
Select data > map > import
Data import & export options include
- Data import wizard
- data loader
- 3rd party tools for integration
- export from records
- data export serv.
you need to modify the behavior so that
users are not ased to identify when
logging in for the first time
YES
you can do this with identify verification
bypass
add the range of trusted IP ranges
What do you use to load data nightly
Command line interface of data loader this will allow for scheduling
dashboard types
- fixed
- dynamic
*note dynamic needs a manual refresh
how do you manage 2 managers in salesforce
create an additional
hierarchical relationship
manager field
How long is the salesforce ID
15 or 18 digits
what features can an admin use to control record sharing
- OWD
- Role hierarchy
- sharing rules
what auto response rules do you have
- customer portal case submission
- web to case
- email to case (all can be auto generated responses)
what are login hours and ip addresses restricted by
profile based login hour restrictions & ip restrictions
Name features of chatter
Activity mgmt tools; chatter feed tracking; chatter can add 2GB of files; chatter is a notification builder
sharing models are…
- OWD
- page layouts
- other sharing rules
- folder sharing
What does activity mgmt do?
1 manage tasks
2 events
3 pub calendars
4 multi day activities
how to ensure dashboards are not accessed by someone
- store the dashboard in a folder thats accessible only by auth users
what data will
dynamic dashboards
display
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.
Sales team wants to upload 3M records
Use data loader
Dashboard source reports must be
- chart
- guage
- metric
- table
LEVELS for a custom report
4 levels - primary obj + 3 related objects (on the quiz it’s 3 because the primary object is assumed)
What is shared activities
- 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
dashboard refresh
- manually scheduled OR
- set (daily weekly monthly)
