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SF Admin 201 JS > Section 7 SF Admin Deck > Flashcards

Section 7 SF Admin Deck Flashcards

1
Q

related lists

A

displays records from a lookup or master detail on page layout

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2
Q

expected revenue is calcu by

A

amt * probability assoc w/ sales stage

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3
Q

if no opp record types are defined then sales stages….

A

picklists can NOT be selected

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4
Q

how do record types related to business processes (think the green process at the top of the page)

A

business processes can be associated with multiple record types

*business processes used to manage diff leads sales & support solutions e.g.

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5
Q

workflow rules

A

*options for eval criteria are…

created
created & edited (case created & edited)
created & edited to meet criteria (runs 1 x only)

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6
Q

queues - what is true about them

A

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

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7
Q

related records

A

field on child record

links to parent record

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8
Q

look up relationship

A

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

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9
Q

sales team needs to track deal wins/losses

A

set up compeditors - so you can manage

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10
Q

admin needs to load contract records from file every day at 6 pm

A
  1. use app exchange tools such as jitterbit data laoder

2. data loader via command line interface

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11
Q

quotes can generate pdf’s?

A

yes

or emailed

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12
Q

what can be stored in folders in SF

A

reports
documents
email

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13
Q

lighting dialer being used but there nees to be a sep line to make and recieve calls

A

call bridge

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14
Q

Call notes

A

available in lightening dialer

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15
Q

sales manager needs to track performance of reps

A

lightening dialer used to monitor 1 level below

sales heir. > monitor tab on side call panel

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16
Q

assignment rules can only be set up on

A

cases and leads

  • you can not have multiple rules active at one time
  • *rule assignments run before the workflow field updates
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17
Q

sales console incluses

A 
interaction log
highlights panel
macro
subtabs
history components
record details + feeds
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18
Q

what is true about communities

A

mbrs of a community can:
participate in discussions
access the community from a mobile device

admin can customize community with branding tabs & email settings

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19
Q

how can a feature lic be assigned to a user

A

selecting checkbox on user record (marketing, knowledge e.g.)

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20
Q

most effective way to free up space ….think contracts and data storage limits

A

use data loader
or
create a report and export the data
then use data loader to delete the data

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21
Q

cloning opportunities

A

sales rep can use clone with related opp & products

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22
Q

default locale

A

display format address
format dates & times
name format

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23
Q

permissions for individual picklists are…

A

NOT controlled by profiles

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24
Q

max # dashboard components that can be added to a single dashboard

A

is 20

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25
Q

Call bridge

A

allows you to make/recieve calls on lightening dialer

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26
Q

system validation includes

A

checking for REQUIRED fields
Unique fields
Data types

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27
Q

access models

A

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
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28
Q

sales team should not access HR application; what should the admin do to help

A

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

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29
Q

paths can be defined…

A

per record type
max 5
key fields
+ guidance

30
Q

schema builder

A

view data model
create obj
create fields
relationships

31
Q

approval processes

A
  1. email alert
  2. task
  3. field update
  4. outbound message
32
Q

record ID

A

15 character

18 - api

33
Q

sales rep uses lightening dialer

A

rep can record all calls; you can refer them back

34
Q

sales processes

A

used to define series of sales stages

35
Q

how to edit opps directly w/o having to load each record individually

A

enhanced lists
inline editing

OR mass edit list permissions

36
Q

what do record types offer

A

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

37
Q

forecast types

A

revenue
quanitity
or both

38
Q

overlay splits

A

does not need to = 100%

based on amt

39
Q

data category visibility does what

A

restricts knowledge articles to a specific group of people

40
Q

opp splits

A

team selling

41
Q

sales rep wants to know when a high priority case is opened how do you configure this

A

create a workflow rule to send an email alert

for the case object the account owner can be selected as the acct recipient

42
Q

what can not be added to reports

A

product schedule fields
history fields
age field on case and opportunities

43
Q

call list

A

allows you to highlight contacts in lightening dialer

44
Q

quote syncing notes

A

can’t sync custom opp fields on custom quote

can sync standard fields

45
Q

sales team works together on deals

A

set up team selling

46
Q

update reminders

A

users w/ direct reports added

email sent > periodic summary> role heir >open apps

47
Q

master detail relationship

A

tight thru parent > child
can be 1:1 or 1: many
gets sharing settings from PARENT

48
Q

sales rep preforming repedative tasks

A

use macros

49
Q

what is true about record level security

A
  1. roles create sharing heirarchy amoung users

2. sharing rules can never be stricter than OWD

50
Q

what happens when a task is deleted

A

all related events and tasks
case comments
and attachments
are deleted

51
Q

enable what specifically so that you can see social lead information in SF

A

enable and configure social accounts
contacts
and
leads

*twitter and youtube are enabled

52
Q

folders

A

organize security for reports dashboard docs emails via grant access or hide access

53
Q

opp > stage > type

A

if probability the forecast category is defined as a %

54
Q

who can change an owner on a case

A

sf admin
support manager
current owner of a case

55
Q

types of formula fields

A 
cklist
data
currency
data/time
#
txt
%
56
Q

data back ups

A

run command line interface of data loader & schedule the export

57
Q

lightening dialer

A

VM 20 msg

local shows local #

58
Q

how do you record 2 managers for an employee

A

use the standard manager field on the user record
AND
create an additional relationship heirarc manager field

59
Q

big deal alert

A

alert sent if prob falls below trigger and reaches it again

this is an email alert

60
Q

cust obj options

A

reports
track field history
allow activities
allow chatter groups

61
Q

sales rep working w/ internal team members

A

use opp team to collaborate

62
Q

what do users locale settings determine

A

date format
#format
first/last name order

63
Q

what happens when adding multiple users

A

users can be allocated the same or diff profiles
users can be allocated diff roles
users will be allocated the SAME license types

64
Q

workflows ….what can custom fields be mapped to

A

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

65
Q

record type

A

custom sales process which must be assigned

66
Q

role heirarchy

A
  • 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
67
Q

what do chatter free license users have access to …

A

mbr profiles for any groups they belong to
and
files that are shared with the group

*users can not access SF data or objects

68
Q

revenue splits

A

total must = 100%

69
Q

how do you limit & manage productivity

A
  1. app setting

2. user interface setting

70
Q

sf knowledge

A

users can search and view articles w/o license

users can provide feedback using chatter feed of draft article

71
Q

users should be able to create and edit tasks but NOT delete them

A

create a trigger on tasks!

there is no delete task available

72
Q

workflow

A 
eval criteria
trigger criteria
actions
time triggers
additional actions

SF Admin 201 JS (12 decks)

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