Section 4 SF Admin Deck Flashcards
branding > how to manage this?
go to themes + branding in user interface to create new theme
Use data loader when…
Large data, scheduled imports, mappings need to be saved, export or delete data
can you create a record type on an obj that does not have a bus process setup
depends no obj! at least 1 bus process must be setup for opp cases sol & leads before you can create a record type
Workflow task options include
Task can be reused multiple times in workflow rules Task can be tracked in the activity history
Task assignments rules
Can be assigned to multiple users and groups Each user will get a copy of the task with their name in the assigned field
desktop client acess
perm to access desktop client (connect to office)
task vs event
task is a to do event has a duration
Parent record is deleted
Lookup - child record not deleted MD child record is deleted
Considerations when using custom fin year
- 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
marketing user > manage mbrs
- import new leads assoc w/ campaign 2. assoc existing contacts w/ campaign
teams need indiv home pages how do you do this
lightening app builder to customize home page for diff profiles
Security differences between lookup & MD relationship
Security Lookup - OWD MD - Sharing inherited from parent
company has many branches & each branch emp needs access to data at that branch (but not other branches)
OWD to private for cust obj create pub group for each branch create sharing rules (customer) to share (within branch - pub group)
company profile contains
unique org id # types of lic time zone locale currency primary pt of contact storage licences used space fiscal year
Obj access is controlled
at profile level including per sets and visability to tabs
Opportunities are
Leads that are qualified to buy
UI settings are specified for record detail pages - what can you change
related lists hover inline editing collapsable sections hover details
grp task
up to 200 users
multi curren is enabled how do you ensure coverted amt doesn’t change on closed opp?
advanced curr mgmt
where do you enable settings for calendars
user interface> setup> cutomize> user interface
marketing user
standard user + can import leads for org
what fields can you hover inline edit
system fields special fields read only fields calcu. fields
restrict logins
specify login hours or login IP ranges on user profiles
pub grp sharing rules
admin defined group of users can be used to simplify sharing
SF for outlook
sync contacts events & tasks
benefits of list views
saved for future use filter on specific fields print list views mass edit records in list views follow records in a list view
system permissions
apply across all apps such as a record + user mgmt e.g. modify all data (api only user)
Which feature restricts users ability to log into SF
Trusted IP ranges Login hours
2 profiles require diff tabs @ top of page
create 2 cust apps w/ diff tabs apply one to each profile
types of sharing rules - criteria based
acct contact opp case lead campaign cust obj
per sets grant access….
to specific actions
workflow email
eval criteria rule criteria action time trigger action
What happens if you deactivate users
frees up licenses
acct teams
enable this to allow users to grant additional access to accts & related records
access sharing on subfolders
view editor or manager
Look up a record on child record is required
Lookup - NO MD - Yes
subfolders
can be organized and renamed
standard user
can view edit delete & own records
what’s a record type
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
Admin needs to collaborate as a team
Create a group for users Allow ability to add records to chatter group
what user function
can not be done in the SF app
update the role field
Can a parent record have a rollup summary field
Lookup relationship > NO Master detail > yes up to 10
Standard profile actions
Reset all user PW Assign feature lic to users Define and assign custom profiles to users
OWD determines
Access to records the user doesn’t own and sets base record access for page
folder permissions
create edit delete *remember OWD does not apply to folders; it has it;s own sec + access controls
3 levels where currency appears
ORG > Corp USER > user record Record > opp record
users want parent field on acct lookup dialog
modify the acct lookup dialog in classic & acct search results in lightening
Opportunity workspace
gives you at a glance insights and activity
Can a lookup value on a child record be changed
Lookup - YES MD - No
Reporting on lookup & MD relationships
Lookup - only child fields MD - all parent & child fields available
where do you use criteria based sharing rules
contacts accts accts
