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SF Admin 201 JS > Section 6 SF Admin Deck > Flashcards

Section 6 SF Admin Deck Flashcards

1
Q

Web to lead what is true….

A
  1. default lead creator for web to lead can be specified
  2. standard & custom fields which need to be captured online can be selected
  3. data entered in the web form is validated before it;s sent to salesforce
  4. uses recaptcha settings
  5. you set default lead
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2
Q

business processes

A

lead process - lead status
sales process - opportunity stages
support - case status
solution - solution status

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3
Q

dashboards in lightening

A

view data permission allows choosing any user in the org to be a running user of the dashboard

person selected under “view db as” determines what data is displayed in a dashboard

view as: me, another person, dashboard viewer

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4
Q

custom summary form fields on a single report

A

5

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5
Q

how many rollups can be created in the enterprise edition on a custom object

A

10

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6
Q

is it possible for a user to see a diff set of data in same report and in dashboard

A

yes

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7
Q

what can not be used as source report for analytical snapshot

A

matrix reports

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8
Q

sales teams work together

A

opportunities or quotes

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9
Q

which type of reports can be used to create groups of data or charts

A

tabular

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10
Q

what can be done on objects - page layout

A

change columns & sort order of related lists
make fields required
make fields read only

can not add help text to fields
it’s added in field defintion

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11
Q

benefits of list views

A 
save for future use
filter on fields
print 
mass edit
follow records in list view 
view related chatter
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12
Q

leads are a temporary

A

record bucket to determine if a good fit

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13
Q

what is a lead qualifiacation

A

confirm fit for products/services

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14
Q

conversion process for lead status to….

A

qualified

not qualified

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15
Q

lead custom object are not brought over during

A

conversion
you need custom code to move
must create a custom object on account and contact side
better to use existing fields

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16
Q

lead sources include

A

web
phone
cold calls

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17
Q

lead process =

A

lead life cycle

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18
Q

lead queues

A

places to store the lead before owner is assigned
assignment rule
queue >access >email can be specified to send email when lead is assigned in the queue
queue > accessed via list view
“accept” to take lead from queue

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19
Q

Leads

A

check for potential duplicates > duplicate search
3 leads can be merged
rights to merge are lead owner, lead owner manager or system admin

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20
Q

what does the lead conversion do

A 
covert > 
creates contact fro lead
contact + acct
opportunity
creates follow up task
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21
Q

lead settings

A

can be config to hide opp section when reps do not convert leads

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22
Q

quick actions on leads

A 
new
import
add to campaign
change status
change owner
list view to change multiple records at a time
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23
Q

Campaign history

A

add to campaign

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24
Q

import wizard interface allows you

A

to manage campaign member
import leads & contacts
send 1st email

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25
Q

email list options

A

email templates
merge fields
customize emails

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26
Q

If you don’t select camp mbrs before clicking

A

send list email and all members are included

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27
Q

Campaign levels

A

Up to 5 available

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28
Q

Campaign inful related list

A

only primary campaign
added automatically
opp value added to stats

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29
Q

campaign infulence models

A

must be enabled

30
Q

campaign response

A

mbr status response

31
Q

Can you clone campaigns

A

yes

32
Q

Lightening Email

A

permissions must be enabled
3 MB
file shared 2000xx
links manually expire

33
Q

file storage

A 
libraries
collaboration
document tagging 
version control
notification updates 
sharing files
34
Q

SF admin wants to control login access

A
  1. profile based IP restrictions

2. profile based login hour restrictions

35
Q

SF auditing features

A
  1. field history tracking
  2. login history
  3. set up audit trail (shows most recent set up changes)
36
Q

record sharing available on SF

A

owd
sharing rules
roles

*profiles + perm sets define object level permissions

37
Q

linkedin leads

A

in set up > linkedinacccts
Data is converted directly to new lead
lead assigned to a user or queue automatically
up to 500 leads per day

  • linkedin acct assoc w/ company connected to SF org
  • all forms assoc w/ ads generate leads in SF
  • default values can be set up and form fields can be mapped
  • each linkedin form can have 3 optional questions mapped to custom fields
38
Q

using network based security

A

when someone wants to limit when people login

when limiting where people login

when making it difficult to use stolen creds

39
Q

mrkting users use what to import data

A

permissions > data import wizard to import contacts leads and person accts to update campaign mbr status

40
Q

lead auto response rules

A

of rules

only 1 active at at time
1 or more field entries
eval 1 at a time

41
Q

web to lead

A

500 entries per day > can require recapta
triggers auto response + assignmt rules
SF generates HTML
if no owner assigned default to lead owner
*use data loader or import wizard

42
Q

main objects in SF

A 
campaign
leads
accts
solutions
contracts
Opportunities 
cases
43
Q

lead tools

A 
import leads
mass delete
transfer
mass email
add leads to campaign
mass change lead status
44
Q

linkedin leads

A

must connect linkedin mbr accts w/ 1 or more accts

45
Q

custom picklist fields are

A

local
shared
multiselect

46
Q

custom picklists are or are not required

A

not required unless marked

47
Q

records w/ bus processes

A

sales support solution leads

48
Q

to create record types you need to

A

update picklists
create bus process
create record types

49
Q

on the sf mobile app for phone admin can….

A

change the navigation for device

*caches data offline

50
Q

adding outlook to sf

A

email messages > use enhanced email

51
Q

what can you do on a phone (mobile)

A

reset user pw
edit user details
deactive users

52
Q

what can you sync between SF and microsoft exchange

A

contacts

events

53
Q

Process builder = small amts of data

A 
update record - yes
update related records - yes
send flow - yes
can an email - yes
call apex code - yes
submit approval - yes
create a record - yes
send out outbound messages - NO
54
Q

workflow = mass sets of data

A 
update record - only the parent
update related records - yes
send a flow - yes
call an email -yes
call apex code  - NO
submit approval - NO
create record - ONLY TASKS
send outbound messages - yes
55
Q

outlook lightening sync

A

contacts and events ONLY

56
Q

automation order for rules

A

validation
assignment
workflow
escalation

57
Q

what does a custom report type determine

A

obj available when bldg report

fields that can be used as columns when bldg report

58
Q

components of custom home page layout

A

dashboard
pending approvals list
messages + alerts

59
Q

prevent sales from changing fields on closed opp

A

use data validation rules
record types
read only page layouts

60
Q

before creating a bus process

A

ensure all master picklist for fields has all possible values

61
Q

steps to create a record

A 
create page layout
create record type
select page layout for profile
select picklist values
set who can see it
62
Q

when working with dependent fields

A

a standard picklist is a…. controlling field

63
Q

max # of items in a controlling field

A

300

64
Q

accts & contacts have what type of relationship

A

1 acct to many contacts

lookup relationship

65
Q

accts & opps

A

acct to opps
1 to many
look up relationship
master detail behavior …you delete an acct you lose all opps

66
Q

accts & cases

A

acct to 1 case or many cases

look up relationship

67
Q

campaign

A

can have many mbrs

can be related to a lead or contact

68
Q

standard object

A

customize options > add fields > create relationships

69
Q

lead conversion

A

lead to acct contact opportunity
info from lead is copied to acct & contact fields
custom fields can be mapped to custom fields on lead

70
Q

relationships > account

A

standard object

however acct performance would be a custom object

SF Admin 201 JS (12 decks)

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