Section 10 Admin Deck Flashcards

1
Q

PW restriction settings

A

pw question requirement can be set to none or cannot contain a pw obscure secret answer can be set for pw resets pw complexity requirement - allows enforcing a certain combination of characters required for pw

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2
Q

users of an org can only see campaign mbrs whose lead or contact records they have access to in SF mrking director would like them to access campaign records only if they have access to the related campaign also users belong to certain pub groups require access to all campaign members regardless of the default access

A
  1. set owd sharing setting for campaign member object to controlled by campaigns (it will be used to allow users to only be able to see campaign members if they have access to the campaign associated with them) 2. since the campaign member object would inherit the sharing rules form the campaign object, a campaign sharing rule can be created to give the public group access to all the campaigns (which would automatically give access to the related campaign member records )
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3
Q

everyone should be able to see

ALL opportunities

but only managers

should be able to see the opp value

A
  • set OWD for opps to public read
  • set field level security for opp value to visible for users w/ manager profile
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4
Q

MFA - multi factor authentication

A

increases an orgs security by requiring a 2nd level of auth for every user login it can be service or policy based users provide the 2nd factor by installing a mobile auth app such as the salesforce authenticator app they can also use a U2F security key

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5
Q

PW restrict settings

A

Min length - 5 to 50 characters Requires a minimum 1 day pw lifetime Enforce pw history - limits the number of previous PW that can be reused

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6
Q

what is sf login forensics

A

allows SF admin to monitor login behavior & keep a SF org secure; login forensics provides critical login information

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7
Q

When is identity confirmation triggered

A

it is invoked when user logs in from unrecognized browser or device and is logging in from outside a trusted IP range

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8
Q

everyone should see all opps BUT only managers should be able to see the OPP value

A
  1. Set OWD for opps to public read 2. Set the field level security for Opp value to visible only for users with with the manager profile
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9
Q

folders control access to

A

reports dashboards documents email templates OWD do not apply to folders instead they have their own security and access control folders access can range from private to OWD

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10
Q

Name 4 summary report features

A
  1. data in a sum report contains group records and subtotals
  2. up to 3 levels of grouping can be defined in a sum report
  3. charts can be created in summary reports
  4. summary reports can be used as the source for dashboard components
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11
Q

users are assigned to a profile which outlines

A

which objects they can access and ACTIONs that can be preformed on the objects obj permissions can be set at the profile level and include NO ACCESS READ CREATE EDIT DELETE and VIEW ALL/ MODIFY ALL

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12
Q

identity confirmation highest priority verification order

A
  1. SF authenticator mobile app 2. UF security key 3. One time pw generator 4. SMS text message 5. email
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13
Q

users should have the ability to import leads; they have diff profiles depending on the dept they are in

A

due to having diff profiles; admin should create a perm set with the perm “import leads” and assign to appropriate users

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14
Q

is stacked summaries option available in matrix reports

A

yes it is available and enabled by default

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15
Q

admin is testing a new app select users are helping test the app

A

during the testing use a perm set to add access to the app

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16
Q

Profiles also determine

A

app and tabs access IP restrictions various permissions page layouts

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17
Q

stored browser cookies

A

must be clear cookies

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18
Q

Org would like marketing dept to see only the details of campaign mbrs whose contract or lead records they have access to

A

Set the OWD for campaign member object to controlled by lead or contract it would allow all users to see only the campaign member whose contract or lead records they have access to in SF

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19
Q

how can folder access be controlled

A

folders can be private or shared

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20
Q

describe joined report features

A

joined reports are used for analyzing SF data across multiple report types or getting multiple simultaneous views of an object joined report run page can be used to add a chart edit filters add the report to a dashboard and sort columns and groups joined report can consist of up to 5 blocks each block of data returns 2,000 records joined report can return up to 10,000 records filter panel displays filters by block

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21
Q

bucket fields in reports features

A

ranges # % $ picklists and text bucket fields are used for grouping and filtering and categorizing report values based on defined criteria there can be up to 5 bucket fields and 20 buckets for each field in a report buckets can be created in JOINED reports

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22
Q

when to use a joined report

A

sales rep pref scorecards support cases by status with diff columns for new and closed cases opp pipeline report with columns for diff opp statuses

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23
Q

IP restrictions can be set at

A

profile and org level

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24
Q

Org level trusted ip ranges

A

users ip address if outside of the trusted ip range then the verification/login challenge is sent if inside the trusted ip range then the user is allowed to login in without verifying the identity

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25
Q

sales team teams should not see others opps managers need to see everyone on team finance and comp president should have access to all opps

A

set OWD for opps to PRIVATE establish a role heirarchy have sales at the bottom with managers in a role above them put finance above managers president above all roles

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26
Q

enable login forensics

A

set up> event manager > login event > enable streaming

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27
Q

Profile types

A

Standard > app settings + system settings (data visibility) Types include: Standard, Read Only, Minimum Access/Read Only, Marketing User, Solution Mgr, Contract Mgr, System Admin Custom > not available in Contract Manager and Group Editions *create this custom by CLONING a standard profile

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28
Q

highlighted features of joined reports

A

create a cross block formula sort block order (filter order)

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29
Q

users share record by record when needed help with contract renegotiations

A

set OWD to private for contracts put a share button on the contract page layout and show users how to manually share records

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30
Q

finance manager needs access to all opps; opps are NOT included in the finance profile ….

A

grant access to opps through a permission set it doesn’t make sense to create a profile for one user perm sets can be used to grant access to objects and fields

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31
Q

CTO would like to restrict the ability to create and customize reports to a group of users

A

create a custom profile clone existing standard profile where the reports permissions should be removed in addition a permission set must be created to extend the create and customize reports for the selected group

32
Q

security health check

A

a summary score is calculated by using a formula and shows how an org measures up against a sec BL such as the SF baseline standard; up to 5 custom BL can be uploaded and used instead

33
Q

group of sales users require access to SF + activities + all of chatter and a few of these users should be able to view records of a custom object BUT not able to access the records or any other object

A

sales users - assign to min access SF which is the leas privildege profile a perm set can be assigned to the users who just need to view the records of the custom object

34
Q

subfolders have how many hierarchy

A

3 level in a subfolder user folder level 1 - subfolder level 2 - subfolder level 3 - subfolder

35
Q

report builder tools included in SF

A

bucket fields summary fields row level formulas summary formulas count unique report filters conditional highlighting report charts

36
Q

users work comped and do not want to let outer users see the info of the contact

A

set OWD for contacts to private

37
Q

Admin can change the PW of specific users by clicking on the reset pw button on the users page in set up

A

TRUE when it is reset the user receives an email that contains a link and instructions also resetting a locked out pw automatically unlocks the users acct

38
Q

SF org access checks include

A

Login creds entered > is login time outside of hours for login on profile? is users IP range defined for profile? is users IP outside of trusted range for defined org?

39
Q

Delegated authentication

A

allows the usage of a preferred auth provider uses a stronger form of user auth; makes login page private and accessible only behind a corp firewall

40
Q

Record access concept in SF

A

Object > most restrictive OWS > Sharing Rules > Manual sharing > least restrictive

41
Q

user perm needed to manage folders in SF

A

different perm needed to manage folders manage public docs manage public templates manage public reports manage dashboards and view all data

42
Q

sharing options include

A

list views or queues list views can be shared with: all users, roles, public groups, roles &subordinates, territories, territories + subordinates queues can be shared with same as above w/ exception that all users is just users (meaning specific users)

43
Q

matrix report features include….

A

1 - data is summarized or grouped by rows & columns 2 - 2 levels of summarization are available 3 - matrix reports are useful for comparing related totals and analyzing large amts of data 4 - matrix reports can be used as the source for a dashboard component 5 - charts can be created w/ matrix reports

44
Q

Bucket examples

A

Revenue ranges = low revenue, medium revenue, high revenue

45
Q

joined report does not support

A

bucket fields cross filters rows to display filters conditional highlighting reporting snapshots reporting subscriptions

46
Q

Federated authentication

A

allows unrelated web services to share authentication data it is auto enabled for an org

47
Q

lockout attempts & lockout periods

A

of invalid login attempts can be specified to no limit, 3 5 or 10 it is possible to specify how long a user is locked out; it can be set to 15, 30, 60 min or forever (reset by an admin)

48
Q

what is security health check

A

session settings pw policies certificate & key mgmt file upload & download sec settings

49
Q

what file types can be previewed in salesforce crm content

A

PPT

Word

XLS

PDF

*NO TIFF or ZIP files

50
Q
A
51
Q

3 features of case management are

A

email to case

web to case

case teams

*MACROS - are part of the service console features

**Phone to case is NOT supported

52
Q

worklow is being used to automate ordering what are the types of actions an admin can use with workflow

A

field update

task creation

email alert

outbound message

53
Q

what are search layouts used for

A

to control the fields displayed

  • in search results
  • in the recently viewed accounts list
  • fields displayed in lookup dialog

*Search layout can not be used to control the fields that are searched for keyword matches

**only which fields are displayed

54
Q

an org has muti currenancy enabled

what can cause a record in an import file to fail

A
  1. a required field is missing
  2. record fails system validation rules
  3. record fails custom validation rules
55
Q

private sharing model

how can users at the same level of the role hierarchy have accss to each others data

A

sharing rules can be added to grant access

56
Q

using the SF app

how can a SF admin manage users

A
  1. deactivate users
  2. reset passworrds
  3. unlock users
  4. freeze users
  5. edit user details
  6. reset user permissions
57
Q

in a private sharing model

will a manager be able to edit account records owned by a user below them in the role heirachy

A

yes if access is granted by default to users in a higher role for standard objects

remember - grant access using hierachies is always checked for standarrd objects such as account and can not be changed

58
Q

what do data categories do

A

allows knowledge searches

can be used to organize search filter and control access to knowledge articles

59
Q

if the user name was entered incorrectly on mydomain …..

A

it would not be listed in the login history since SF would not be able to find the incorrect username in the org

60
Q

where can tasks be created in lightning experience

A
  • tasks tab
  • record pages
  • global actions menu
61
Q

cosmic innovation migrated to lightening

and the sf admin enabled einstein activity capture

sales user has created a task related to a contact record

where can this task be viewed

A
  • in activity timeline of the acct record related to the contact
  • in the activity timeline of the contact record
  • in my tasks list of the user assigned to the task

*Note if Einstein is enabled the activity timeline is required

**if the task is created on the contact record then the above is true (top 3 bullets)

62
Q

when do you use an escalation rule

A

to automatically esclate a case when it meets criteria

rule entries can include actions and can send email notification to case owner + recipients

63
Q

list the basic steps when setting up new cusom fields

A
  1. select field type
  2. enter the field details such as label, length, help txt
  3. select field level security for each profile
  4. select which page layouts to add the field to
64
Q

what report format can not be used

when creating reports with field groupings

A

Tabular

can not be used to set up groups of data

*summary report groups data by rows

*matrix groups data by rows and columns

*joined report blocks are formatted as summary reports

65
Q

can standard profiles be modified

A

NOPE

permission sets can be used to provide additional perm to users

66
Q

how can users be given

the ability to make case feed

items visible to external usaers

A

admin must enable

  1. edit posts on records/own
  2. edit my own posts
67
Q

where can SF admin find

info on a users login attempt

A
  • login hist page
  • user detail section on a user record
  • login history related list on a user record
68
Q

what is true about deleting fields

A
  1. hard deletion of deleted custom fields can be accelerated to free up custom field allocation
  2. after a field is deleted it can be undeleted within 15 days before it is deleted perm
69
Q

you want to archieve old inactive contact records

how do you do this efficiently

A

use data loader

or

create a report to export the data

then use data loader to delete the data

70
Q

what does email to salesforce do

A

feature auto associates emails to SF records

like contacts leads and opportunities

71
Q

what does enhanced email do?

A
  • allows reps to associate emails to relevant SF records while composing them
  • emails are associated as TASKS if this is not enabled
72
Q

does salesforce have an

advanced outlook sync feature

A

NO

it does not

73
Q

email app panes are used to….

A

define the layout of define

the layout of components in the integration

side panel

74
Q

when would you use a summary report

A

grouping opportunties by

sales stage

75
Q

how do you change the language

that the user interface is displayed in

A
  • change the language setting for the user
  • advise the user to change the language setting in the users personal information
76
Q
A