Section 7 SF Admin Deck Flashcards
related lists
displays records from a lookup or master detail on page layout
expected revenue is calcu by
amt * probability assoc w/ sales stage
if no opp record types are defined then sales stages….
picklists can NOT be selected
how do record types related to business processes (think the green process at the top of the page)
business processes can be associated with multiple record types
*business processes used to manage diff leads sales & support solutions e.g.
workflow rules
*options for eval criteria are…
created
created & edited (case created & edited)
created & edited to meet criteria (runs 1 x only)
queues - what is true about them
records can be placed manually or assigned
custom objects can be assigned to a queue
when a queue is created a list view is automatically created
related records
field on child record
links to parent record
look up relationship
loose relationship between objects
links obj together so that users can see related items from 1 to another
can be 1:1 or 1: to many
external indirect heirarcies can occur
sales team needs to track deal wins/losses
set up compeditors - so you can manage
admin needs to load contract records from file every day at 6 pm
- use app exchange tools such as jitterbit data laoder
2. data loader via command line interface
quotes can generate pdf’s?
yes
or emailed
what can be stored in folders in SF
reports
documents
email
lighting dialer being used but there nees to be a sep line to make and recieve calls
call bridge
Call notes
available in lightening dialer
sales manager needs to track performance of reps
lightening dialer used to monitor 1 level below
sales heir. > monitor tab on side call panel
assignment rules can only be set up on
cases and leads
- you can not have multiple rules active at one time
- *rule assignments run before the workflow field updates
sales console incluses
interaction log highlights panel macro subtabs history components record details + feeds
what is true about communities
mbrs of a community can:
participate in discussions
access the community from a mobile device
admin can customize community with branding tabs & email settings
how can a feature lic be assigned to a user
selecting checkbox on user record (marketing, knowledge e.g.)
most effective way to free up space ….think contracts and data storage limits
use data loader
or
create a report and export the data
then use data loader to delete the data
cloning opportunities
sales rep can use clone with related opp & products
default locale
display format address
format dates & times
name format
permissions for individual picklists are…
NOT controlled by profiles
max # dashboard components that can be added to a single dashboard
is 20
Call bridge
allows you to make/recieve calls on lightening dialer
system validation includes
checking for REQUIRED fields
Unique fields
Data types
access models
public
private
hybrid
- default access base don record ownership
- *baseline w/ OWD > set default level of access users have to records they do not own
sales team should not access HR application; what should the admin do to help
visible checkmark should be unchecked for HR appin the sales profile
sales team profile should not have object level access / field level access to objects in HR app
paths can be defined…
per record type
max 5
key fields
+ guidance
schema builder
view data model
create obj
create fields
relationships
approval processes
- email alert
- task
- field update
- outbound message
record ID
15 character
18 - api
sales rep uses lightening dialer
rep can record all calls; you can refer them back
sales processes
used to define series of sales stages
how to edit opps directly w/o having to load each record individually
enhanced lists
inline editing
OR mass edit list permissions
what do record types offer
Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each
forecast types
revenue
quanitity
or both
overlay splits
does not need to = 100%
based on amt
data category visibility does what
restricts knowledge articles to a specific group of people
opp splits
team selling
sales rep wants to know when a high priority case is opened how do you configure this
create a workflow rule to send an email alert
for the case object the account owner can be selected as the acct recipient
what can not be added to reports
product schedule fields
history fields
age field on case and opportunities
call list
allows you to highlight contacts in lightening dialer
quote syncing notes
can’t sync custom opp fields on custom quote
can sync standard fields
sales team works together on deals
set up team selling
update reminders
users w/ direct reports added
email sent > periodic summary> role heir >open apps
master detail relationship
tight thru parent > child
can be 1:1 or 1: many
gets sharing settings from PARENT
sales rep preforming repedative tasks
use macros
what is true about record level security
- roles create sharing heirarchy amoung users
2. sharing rules can never be stricter than OWD
what happens when a task is deleted
all related events and tasks
case comments
and attachments
are deleted
enable what specifically so that you can see social lead information in SF
enable and configure social accounts
contacts
and
leads
*twitter and youtube are enabled
folders
organize security for reports dashboard docs emails via grant access or hide access
opp > stage > type
if probability the forecast category is defined as a %
who can change an owner on a case
sf admin
support manager
current owner of a case
types of formula fields
cklist data currency data/time # txt %
data back ups
run command line interface of data loader & schedule the export
lightening dialer
VM 20 msg
local shows local #
how do you record 2 managers for an employee
use the standard manager field on the user record
AND
create an additional relationship heirarc manager field
big deal alert
alert sent if prob falls below trigger and reaches it again
this is an email alert
cust obj options
reports
track field history
allow activities
allow chatter groups
sales rep working w/ internal team members
use opp team to collaborate
what do users locale settings determine
date format
#format
first/last name order
what happens when adding multiple users
users can be allocated the same or diff profiles
users can be allocated diff roles
users will be allocated the SAME license types
workflows ….what can custom fields be mapped to
other custom fields (not standard fields)
you can use a flow builder to do this OR
mapping a custom field to a custom field and using a workflow update to complete your transaction
record type
custom sales process which must be assigned
role heirarchy
- private or hybrid model lets you open up recrod access to managers team leaders & ops people who may have been denied access due to OWD
- users in roles higher inherient special ownership privledges on all records owned by users in the roles below them
what do chatter free license users have access to …
mbr profiles for any groups they belong to
and
files that are shared with the group
*users can not access SF data or objects
revenue splits
total must = 100%
how do you limit & manage productivity
- app setting
2. user interface setting
sf knowledge
users can search and view articles w/o license
users can provide feedback using chatter feed of draft article
users should be able to create and edit tasks but NOT delete them
create a trigger on tasks!
there is no delete task available
workflow
eval criteria trigger criteria actions time triggers additional actions
