Brainscape's Knowledge GenomeTM

Browse over 1 million classes created by top students, professors, publishers, and experts.


See full index

SF Admin 201 JS > Section 4 SF Admin Deck > Flashcards

Section 4 SF Admin Deck Flashcards

1
Q

branding > how to manage this?

A

go to themes + branding in user interface to create new theme

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

Use data loader when…

A

Large data, scheduled imports, mappings need to be saved, export or delete data

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

can you create a record type on an obj that does not have a bus process setup

A

depends no obj! at least 1 bus process must be setup for opp cases sol & leads before you can create a record type

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

Workflow task options include

A

Task can be reused multiple times in workflow rules Task can be tracked in the activity history

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

Task assignments rules

A

Can be assigned to multiple users and groups Each user will get a copy of the task with their name in the assigned field

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

desktop client acess

A

perm to access desktop client (connect to office)

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

task vs event

A

task is a to do event has a duration

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

Parent record is deleted

A

Lookup - child record not deleted MD child record is deleted

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

Considerations when using custom fin year

A
  1. once enabled can’t be disabled 2. can’t use forecasting unless you have customizable forecast enabled 3. enabling of defining cust fin year impacts forecasts quotas & reports
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

marketing user > manage mbrs

A
  1. import new leads assoc w/ campaign 2. assoc existing contacts w/ campaign
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

teams need indiv home pages how do you do this

A

lightening app builder to customize home page for diff profiles

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

Security differences between lookup & MD relationship

A

Security Lookup - OWD MD - Sharing inherited from parent

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

company has many branches & each branch emp needs access to data at that branch (but not other branches)

A

OWD to private for cust obj create pub group for each branch create sharing rules (customer) to share (within branch - pub group)

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

company profile contains

A

unique org id # types of lic time zone locale currency primary pt of contact storage licences used space fiscal year

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

Obj access is controlled

A

at profile level including per sets and visability to tabs

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

Opportunities are

A

Leads that are qualified to buy

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
17
Q

UI settings are specified for record detail pages - what can you change

A

related lists hover inline editing collapsable sections hover details

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
18
Q

grp task

A

up to 200 users

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
19
Q

multi curren is enabled how do you ensure coverted amt doesn’t change on closed opp?

A

advanced curr mgmt

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
20
Q

where do you enable settings for calendars

A

user interface> setup> cutomize> user interface

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
21
Q

marketing user

A

standard user + can import leads for org

22
Q

what fields can you hover inline edit

A

system fields special fields read only fields calcu. fields

23
Q

restrict logins

A

specify login hours or login IP ranges on user profiles

24
Q

pub grp sharing rules

A

admin defined group of users can be used to simplify sharing

25
Q

SF for outlook

A

sync contacts events & tasks

26
Q

benefits of list views

A

saved for future use filter on specific fields print list views mass edit records in list views follow records in a list view

27
Q

system permissions

A

apply across all apps such as a record + user mgmt e.g. modify all data (api only user)

28
Q

Which feature restricts users ability to log into SF

A

Trusted IP ranges Login hours

29
Q

2 profiles require diff tabs @ top of page

A

create 2 cust apps w/ diff tabs apply one to each profile

30
Q

types of sharing rules - criteria based

A

acct contact opp case lead campaign cust obj

31
Q

per sets grant access….

A

to specific actions

32
Q

workflow email

A

eval criteria rule criteria action time trigger action

33
Q

What happens if you deactivate users

A

frees up licenses

34
Q

acct teams

A

enable this to allow users to grant additional access to accts & related records

35
Q

access sharing on subfolders

A

view editor or manager

36
Q

Look up a record on child record is required

A

Lookup - NO MD - Yes

37
Q

subfolders

A

can be organized and renamed

38
Q

standard user

A

can view edit delete & own records

39
Q

what’s a record type

A

allows you to offer differ page layouts & picklist values for diff bus senarios based on profiles each obj has a master record type but YOU can create new ones

40
Q

Admin needs to collaborate as a team

A

Create a group for users Allow ability to add records to chatter group

41
Q

what user function

can not be done in the SF app

A

update the role field

42
Q

Can a parent record have a rollup summary field

A

Lookup relationship > NO Master detail > yes up to 10

43
Q

Standard profile actions

A

Reset all user PW Assign feature lic to users Define and assign custom profiles to users

44
Q

OWD determines

A

Access to records the user doesn’t own and sets base record access for page

45
Q

folder permissions

A

create edit delete *remember OWD does not apply to folders; it has it;s own sec + access controls

46
Q

3 levels where currency appears

A

ORG > Corp USER > user record Record > opp record

47
Q

users want parent field on acct lookup dialog

A

modify the acct lookup dialog in classic & acct search results in lightening

48
Q

Opportunity workspace

A

gives you at a glance insights and activity

49
Q

Can a lookup value on a child record be changed

A

Lookup - YES MD - No

50
Q
A
51
Q

Reporting on lookup & MD relationships

A

Lookup - only child fields MD - all parent & child fields available

52
Q

where do you use criteria based sharing rules

A

contacts accts accts

SF Admin 201 JS (12 decks)

Brainscape helps you reach your goals faster, through stronger study habits.
© 2024 Bold Learning Solutions. Terms and Conditions