Section 8 SF Admin Deck Flashcards
field level security
enforced by UA + API
determines which fields are hidden read only & read write for a profile
baseline for what users can see
OWD
picklists - what are global sets
values are set globally and can be used
picklists
if a value is imported into a picklist that doesn’t exist and the picklist is NOT restricted the value WILL be added
picklist value is deactivated…
this will not impact existing users
restricted picklist means
only the values defined can be used
picklist types
dependent filtered by values in another list
controlling drives the filters
dependent field values filtered by values selected in the controlling field
to troubleshoot users
use login history
object permissions control
kinds of records users can view create edit or delete
sharing rules
allow users to see/edit data they don’t own in a private set up
enable chatter
chatter 5000 free licenses come w/ app
standard profiles are
read only standard user marketing user contract manager system admin
how do you create a new profile
clone a standard one
Steps for config SF for outlook
enable sync direction & conflict behavior
assign users and profiles to a config
whats avail in the rpt blder interface prior to running the report
save
show/hide details
functions avail w/ standard fields
add/rename non required fields from page layout
change field labels
add help text to certain fields
who can gain access to folders
roles
roles + subordinates
user groups
email activation feature requires
users enter an activation code before logging onto a new computer
this can not be disabled
when lead fails to be created thru web to lead due to a validation rule error the messages that get sent to…
default lead creator
custom field is made read only from field level sec and required from page layout the filed will be
read only for the user
when scheduling weekly data export you can include
specific obj data
organizational attachments
all of the data for the org
replace carriage returns with spaces
chatter feed tracking is enabled for dashboards
you can….
follow fields and links for dashboard
follow posts and comments for dashboards
what can an admin customize for serv cloud
record opens as a primary tab or subtab
fields displayed in highlights panel
obj displayed in navigation tab
1 to many relationships between
standard objects
accts to contacts
1 acct can have many contacts
Pfizer each BU has a contact
pages available in lightening app builder are
app page
home page
record page
embedded serv page
opp workspace includes
highlight panel path composer activity timeline quick view
home page whys
monitor perf to goal get insights on key accts diff homepages per profile get insights w/ news focus on top selling deals see today's tasks
sales quotes
opp product
multiple prod quotes can be assigned to opp
orders
status category
draft > activates
reductions
multiple reduction orders
can be applied to more than 1 order
contracts
define terms w/ order acct or opp
lead automation tools
lead process lead queue duplicate leads lead tools lead conversion lead assignment tools lead auto resp rules web to lead linked in lead gen
lead source
web
phone
cold calls
profiles
controls which fields related lists & other items appear
record type
defines diff picklist values
page layouts
and
bus processes on standard or cust obj
bus processes
are record types
can be assoc to define lifecycles of leads opps cases or solutions
path
lifecycle for obj
is user able to edit records they own
depends if they have read access
hr team unable to locate a tab in the app
check obj perm applied to HR
check if candidate custom tab was added to recruitment app
check if candidate cust tab is visible for HR team user profile
how to…create tab name >
select the object > choose user profiles with tab availability > choose apps for custom tab
what field types can not be added to a cust report
product schedule fields
history fields
age field on cases & opportunities
users asked parent acct field to be displayed in acct lookup dialog …so what do you do
modify acct lookup dialog in classic and in lightening use acct search
improve focus of the team and prevent data entry errors
use pinned lists
use diff brand images
process builder actions….when do you need to use it
send survey invite submit for approval update record post to chatter e.g. welcome emails watch out for infinite loops actions are executed in order
lightening process builder
if/then
can not send outbound messages
process builder order
create the record
submit for approval
launch the flow
workflow
yes it can send outbound message
add a new member to chatter
use either a workflow or process builder
activities tab needed
ask developer
look for app exchange app
advise user to acess calendar or activity timeline
formula fields
are non editable & calculate outputs at run time
roll up summary fields can’t be used
only used when rolling up values from detail records
features of case mgmt
accept case
case esclation
auditing
login history
setup audit trail
field hist tracking
standard fields…you can modify
field level sec
field label
helptext
picklist value
deleting a field deletes the data y/n
yes
you have 15 days to undelete
diff between a standard and custom validation
standard > mark certain fields as universally required
custom validation > allows you to create validation rules using your own bus spec criteria to prevent users from saving invalid data in fields
whats diff between profile and role
profile = what users can do w/ records
role = indiv records users can have access to
why sharing rules
to grant add access to records to grps of users
why build pub grp
simplify creation of sharing rules
who can manually share records
record owners
managers above them
and admins
final approval actions include
task email alert field update and outbound message
*final approval DO NOT include apex OR record creation
Price books, you don’t want another team to see your data so you are going to set access to…
sharing settings are
USE
view only
no access
*use means that any user can view and add price books to an opportunity!
**No Access means you can’t see or add a price book to an opportunity!
lightening tables can add up to how many groups
2 groups
which will cause it to display a subtotal row in the table
dashboard types are
fixed or dynamic
limit of how many dynamic dashboards
5 dynamic for enterprise edition
10 for unimited
*dynamic = data display adapts to user
can dynamic dashboards be scheduled to refresh automatically
NO - manual only
dashboard subscription - is it available on dynamic dashboarboards
NO - disabled or not supported
fixed dashboard
view dashboard as a specific user; everyone will see data based the access level of this user
dashboard subscription & scheduling
users can schedule and subscribe to recieve refreshed dashboard data via email
dashboard subscriber types
user
group
role
user perm for dashboards
subscribe to dashboards
create and customize dashboards (create edit delete in personal folders)
manage dashboards in public folders
data storage
data
files (attachments, files, content, chatter files, doc tabs, knowledge article files e.g.)
storage limits are based on the org limits w/ additional allocated on a per user basis
salesforce record id
15 chara
18 api charac (truncate the last 3 digits to convert to a 15 character)
sales allows for the mass and indiv transfer of
accounts leads custom obj approval requests opp teams update addresses mass deletion of records
defining external id
case sensitive or case INsensitive
you must define it
mass transfer record
used to transfer multiple records from one user to another within SF
user perm
must be the record owner or user above the role in the heir
mass transfer also covers
accounts - notes contacts opps and open activities owned by the current owner will be transferred to the new owner
leads - all open activities owned by the current owner will be transferred to the new owner
custom objects - no related records are transferred
what is the process for mass transfer approval requests
pending approval requests assigned to one user can be transferred to another (either thru an approval process or a new user can be assigned)
step 1 find records
step 2 mass remove
step 3 mass transfer
mass reassign opp teams
mass team reassign wizard has options to add remove replace/change roles mbrs of an opp team
transfer individual records
indiv records can be transferred to other users
user perm
obj perm
queue as owner
notification
can you change a record owner on a mobile device
YES - use the change owner button at the top of the app
mass transfer tool alternative is….
mass transfer records DOES NOT support all standard objects like cases or opportunities
data loader or data import wizard can be used to support
exporting data
modifying import data
importing data - updated records use update command in the operation
mass deleting records
accts activities cases contacts leads solutions products reports can all be mass deleted *note related records is also deleted **filters can be used to search for records to delete ***perm deletion - bypassing the recycle bin - yep you can do that!
and remember your related records to the object will be deleted during a mass delete ….
instead of mass delete what tool can you use
data loader - its a native alternative
