Section 6 SF Admin Deck Flashcards
Web to lead what is true….
- default lead creator for web to lead can be specified
- standard & custom fields which need to be captured online can be selected
- data entered in the web form is validated before it;s sent to salesforce
- uses recaptcha settings
- you set default lead
business processes
lead process - lead status
sales process - opportunity stages
support - case status
solution - solution status
dashboards in lightening
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
custom summary form fields on a single report
5
how many rollups can be created in the enterprise edition on a custom object
10
is it possible for a user to see a diff set of data in same report and in dashboard
yes
what can not be used as source report for analytical snapshot
matrix reports
sales teams work together
opportunities or quotes
which type of reports can be used to create groups of data or charts
tabular
what can be done on objects - page layout
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
benefits of list views
save for future use filter on fields print mass edit follow records in list view view related chatter
leads are a temporary
record bucket to determine if a good fit
what is a lead qualifiacation
confirm fit for products/services
conversion process for lead status to….
qualified
not qualified
lead custom object are not brought over during
conversion
you need custom code to move
must create a custom object on account and contact side
better to use existing fields
lead sources include
web
phone
cold calls
lead process =
lead life cycle
lead queues
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
Leads
check for potential duplicates > duplicate search
3 leads can be merged
rights to merge are lead owner, lead owner manager or system admin
what does the lead conversion do
covert > creates contact fro lead contact + acct opportunity creates follow up task
lead settings
can be config to hide opp section when reps do not convert leads
quick actions on leads
new import add to campaign change status change owner list view to change multiple records at a time
Campaign history
add to campaign
import wizard interface allows you
to manage campaign member
import leads & contacts
send 1st email
email list options
email templates
merge fields
customize emails
If you don’t select camp mbrs before clicking
send list email and all members are included
Campaign levels
Up to 5 available
Campaign inful related list
only primary campaign
added automatically
opp value added to stats
campaign infulence models
must be enabled
campaign response
mbr status response
Can you clone campaigns
yes
Lightening Email
permissions must be enabled
3 MB
file shared 2000xx
links manually expire
file storage
libraries collaboration document tagging version control notification updates sharing files
SF admin wants to control login access
- profile based IP restrictions
2. profile based login hour restrictions
SF auditing features
- field history tracking
- login history
- set up audit trail (shows most recent set up changes)
record sharing available on SF
owd
sharing rules
roles
*profiles + perm sets define object level permissions
linkedin leads
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
using network based security
when someone wants to limit when people login
when limiting where people login
when making it difficult to use stolen creds
mrkting users use what to import data
permissions > data import wizard to import contacts leads and person accts to update campaign mbr status
lead auto response rules
of rules
only 1 active at at time
1 or more field entries
eval 1 at a time
web to lead
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
main objects in SF
campaign leads accts solutions contracts Opportunities cases
lead tools
import leads mass delete transfer mass email add leads to campaign mass change lead status
linkedin leads
must connect linkedin mbr accts w/ 1 or more accts
custom picklist fields are
local
shared
multiselect
custom picklists are or are not required
not required unless marked
records w/ bus processes
sales support solution leads
to create record types you need to
update picklists
create bus process
create record types
on the sf mobile app for phone admin can….
change the navigation for device
*caches data offline
adding outlook to sf
email messages > use enhanced email
what can you do on a phone (mobile)
reset user pw
edit user details
deactive users
what can you sync between SF and microsoft exchange
contacts
events
Process builder = small amts of data
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
workflow = mass sets of data
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
outlook lightening sync
contacts and events ONLY
automation order for rules
validation
assignment
workflow
escalation
what does a custom report type determine
obj available when bldg report
fields that can be used as columns when bldg report
components of custom home page layout
dashboard
pending approvals list
messages + alerts
prevent sales from changing fields on closed opp
use data validation rules
record types
read only page layouts
before creating a bus process
ensure all master picklist for fields has all possible values
steps to create a record
create page layout create record type select page layout for profile select picklist values set who can see it
when working with dependent fields
a standard picklist is a…. controlling field
max # of items in a controlling field
300
accts & contacts have what type of relationship
1 acct to many contacts
lookup relationship
accts & opps
acct to opps
1 to many
look up relationship
master detail behavior …you delete an acct you lose all opps
accts & cases
acct to 1 case or many cases
look up relationship
campaign
can have many mbrs
can be related to a lead or contact
standard object
customize options > add fields > create relationships
lead conversion
lead to acct contact opportunity
info from lead is copied to acct & contact fields
custom fields can be mapped to custom fields on lead
relationships > account
standard object
however acct performance would be a custom object
