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SF Admin 201 JS > Section 3 SF Admin Deck > Flashcards

Section 3 SF Admin Deck Flashcards

1
Q

Opportunity insights

A

Lasted news > up to date articles

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2
Q

Sales team wants to see opps sorted by stage

A

use kanban view

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3
Q

Sales teams handles hundreds of opps

A

Set up sales console opp view in multiple tabs

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4
Q

Sales team needs specific steps

A

Set up a path

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5
Q

Exec team needs to be notified of deals over $1

A

Set up big deal alert

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6
Q

Sales managers need to review open opps daily

A

Satup update reminders

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7
Q

What is true regarding web to lead

A
  1. data enter in web form is validated before its sent to SF 2. default lead creator for web gen leads can be specified
  2. standard and custom fields which need to be captured online can be selected
  3. assignment rules can be used
  4. if assign rules are NOT used or can’t locate the owner of the lead it will be assigned to the default lead creator 6. max # of leads per day 50-0 (using recapta) to reduce spam
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8
Q

Web to lead form - what happens when creating multiple response rule entries?

A
  1. only 1 auto resp can be active at one time
  2. there can be multiple response rule entries w/ diff criteria
  3. rules are processed in order
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9
Q

How to manually share a record?

A
  1. must be owner of record
  2. or above owner in hierarchy
  3. user must have full access aka administrator
  4. if you manually share a record you either get
    a. read/write or b. read only
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10
Q

4 levels of control

A

ORG Sec Control –login hours and IP restrictions
Objects — permissions + perm sets
Object Record — OWD, Roles, Sharing Teams
Field on Record — field level security

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11
Q

Obj permissions are

A

Obj Access - create read edit delete

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12
Q

Profiles determine

A

which obj you can access and what actions they can take

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13
Q

Profile Tabs what if they are hidden?

A

If the are OFF they are hidden

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14
Q

Profiles house

A

tabs + apps

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15
Q

Org Sec Controls are….

A

PW Policies such as PW resets, login attemps
Identity confirmation
IP restrictions (profile level)
Network Settings

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16
Q

User Auth

A

SSo

2FA

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17
Q

How are relationships between obj represented on a record page in the user interface

A

Lookups
Related lists
Example: Search Accounts
Relationships between objects can be seen via related lists on record page

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18
Q

Org level security

A 
Platform policies 
2FA
Trusted IP ranges
Identity confirmation
PW for all users
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19
Q

Chatter free access gives you

A

files shared to groups

mbr profiles for any groups they belong to

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20
Q

Reports

A

1 grouping = summary

2 groupings = matrix

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21
Q

Org settings controlled from profile

A

TAB
OBJ PERMISSIONS & FIELD USER
Record types & page layout assignments

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22
Q

Audit features

A

setup audit trail
login history
field history tracking

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23
Q

Who uses a debug log

A

Developers

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24
Q

Possibilities w/ workflow tasks

A

Tasks can be reused in multiple wf rules

Tasks can be tracked in activity history

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25
Q

When would an admin consider introducing a new record type for cases

A

when multiple page layouts are required

when diff picklist values are required

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26
Q

Customization for standard fields

A
  1. edit picklist values
  2. rename field labels- user interface
  3. remove non-required standard fields from page layout
27
Q

Assignment rules

A

assign record ownership to indiv or queues based on criteria set in assignment rule

28
Q

Rules can apply to

A

Leads or Cases

29
Q

Standard fields that can be modified include

A
  1. field level sec
    3, field label
  2. help text
  3. picklist values
30
Q

Standard validation allows you

A

to mark fields as universally required or unique

31
Q

Custom validation

A

Create rules using own criteria to prevent users from saving invalid data

32
Q

History tracking how to set up

A

Set history tracking > select fields to track > add page layout

33
Q

Formula size for validations

A

4K max

34
Q

Case mgmt

A

case escalation or accept case

35
Q

Content mgmt

A

files to library

must add mbrs or no one will see your content

36
Q

accounts

A

companies you do business with

37
Q

contacts

A

people who work at an acct

38
Q

leads

A

potential prospects

39
Q

opportunities

A

qualified leads that you have converted

40
Q

when you create a lead you….

A

create the account and contact with opportunity

41
Q

opportunity workspace

A

gives you an at a glance insights and activity with a PATH

42
Q

related cases

A

link parent case field

related case list > add to page layout

43
Q

case feed

A

chatter feed, feed actions & comments in feed

44
Q

case milestones

A

time dependent steps

45
Q

SF knowledge

A 
article creation
autos suggestions
send articles
share URL
knowledge search
46
Q

knowlege component

A

allow users to access knowledge base in SF

agents can attach knowledge to cases

47
Q

case collaboration

A

allows support agents to commun effectively

48
Q

Support processes

A

define stages of cases

49
Q

Key fields in case process

A

Case status

50
Q

Case record import fields are

A 
case #
case type
case reason
case priority
auto #
values
values > reason
level of urgency
51
Q

Import fields for case

A

include case origin
case status
internal comments > related items

52
Q

Storage

A

Data (records)

File (crm content, articles etc)

53
Q

Duplicate Rules

A 
will not run if records are 
created w/ quick create or via commun self registration
restored w/ un delete
added w/ lightening sync
manually merged
54
Q

case activation rules

A

triggers
activation
rule entries

55
Q

list views

A

let you see records important to you &

filters allow you to create customized lists

56
Q

a pinned list view is the

A

default list view for that object

57
Q

kanban view

A

organizes records into columns

58
Q

reports

A

are a list of records that meet criteria you define

59
Q

reports do more than lists

A

use complex filter logic
summarize and group data
preform calculations
create more sophisticated views of your data using dashboards

60
Q

report types

A

standard > fields can’t be hidden from report type
AND
custom > primary obj + 3 related obj & fields need to be added to page layout > fields CAN be hidden

61
Q

joined reports

A

multiple data types
5 blocks
2000 records

62
Q

formula fields

A

are read only
can reference fields on same obj
can not reference currency codes long text or multisearch picklists
are not searchable or available for lead conversion or data export

63
Q

page layout controls

A 
fields
sections
related lists 
buttons 
that appear when users view or edit a record

SF Admin 201 JS (12 decks)

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