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SF Admin 201 JS > Section 8 SF Admin Deck > Flashcards

Section 8 SF Admin Deck Flashcards

1
Q

field level security

A

enforced by UA + API

determines which fields are hidden read only & read write for a profile

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2
Q

baseline for what users can see

A

OWD

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3
Q

picklists - what are global sets

A

values are set globally and can be used

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4
Q

picklists

A

if a value is imported into a picklist that doesn’t exist and the picklist is NOT restricted the value WILL be added

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5
Q

picklist value is deactivated…

A

this will not impact existing users

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6
Q

restricted picklist means

A

only the values defined can be used

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7
Q

picklist types

A

dependent filtered by values in another list
controlling drives the filters
dependent field values filtered by values selected in the controlling field

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8
Q

to troubleshoot users

A

use login history

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9
Q

object permissions control

A 
kinds of records users can view 
create 
edit 
or 
delete
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10
Q

sharing rules

A

allow users to see/edit data they don’t own in a private set up

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11
Q

enable chatter

A

chatter 5000 free licenses come w/ app

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12
Q

standard profiles are

A 
read only
standard user
marketing user
contract manager
system admin
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13
Q

how do you create a new profile

A

clone a standard one

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14
Q

Steps for config SF for outlook

A

enable sync direction & conflict behavior

assign users and profiles to a config

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15
Q

whats avail in the rpt blder interface prior to running the report

A

save

show/hide details

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16
Q

functions avail w/ standard fields

A

add/rename non required fields from page layout
change field labels
add help text to certain fields

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17
Q

who can gain access to folders

A

roles
roles + subordinates
user groups

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18
Q

email activation feature requires

A

users enter an activation code before logging onto a new computer

this can not be disabled

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19
Q

when lead fails to be created thru web to lead due to a validation rule error the messages that get sent to…

A

default lead creator

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20
Q

custom field is made read only from field level sec and required from page layout the filed will be

A

read only for the user

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21
Q

when scheduling weekly data export you can include

A

specific obj data
organizational attachments
all of the data for the org
replace carriage returns with spaces

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22
Q

chatter feed tracking is enabled for dashboards

A

you can….
follow fields and links for dashboard
follow posts and comments for dashboards

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23
Q

what can an admin customize for serv cloud

A

record opens as a primary tab or subtab
fields displayed in highlights panel
obj displayed in navigation tab

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24
Q

1 to many relationships between

A

standard objects
accts to contacts
1 acct can have many contacts
Pfizer each BU has a contact

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25
Q

pages available in lightening app builder are

A

app page
home page
record page
embedded serv page

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26
Q

opp workspace includes

A 
highlight panel
path
composer
activity timeline
quick view
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27
Q

home page whys

A 
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
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28
Q

sales quotes

A

opp product

multiple prod quotes can be assigned to opp

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29
Q

orders

A

status category

draft > activates

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30
Q

reductions

A

multiple reduction orders

can be applied to more than 1 order

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31
Q

contracts

A

define terms w/ order acct or opp

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32
Q

lead automation tools

A 
lead process
lead queue
duplicate leads
lead tools
lead conversion
lead assignment tools 
lead auto resp rules 
web to lead 
linked in lead gen
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33
Q

lead source

A

web
phone
cold calls

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34
Q

profiles

A

controls which fields related lists & other items appear

35
Q

record type

A

defines diff picklist values
page layouts
and
bus processes on standard or cust obj

36
Q

bus processes

A

are record types

can be assoc to define lifecycles of leads opps cases or solutions

37
Q

path

A

lifecycle for obj

38
Q

is user able to edit records they own

A

depends if they have read access

39
Q

hr team unable to locate a tab in the app

A

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

40
Q

what field types can not be added to a cust report

A

product schedule fields
history fields
age field on cases & opportunities

41
Q

users asked parent acct field to be displayed in acct lookup dialog …so what do you do

A

modify acct lookup dialog in classic and in lightening use acct search

42
Q

improve focus of the team and prevent data entry errors

A

use pinned lists

use diff brand images

43
Q

process builder actions….when do you need to use it

A 
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
44
Q

lightening process builder

A

if/then

can not send outbound messages

45
Q

process builder order

A

create the record
submit for approval
launch the flow

46
Q

workflow

A

yes it can send outbound message

47
Q

add a new member to chatter

A

use either a workflow or process builder

48
Q

activities tab needed

A

ask developer
look for app exchange app
advise user to acess calendar or activity timeline

49
Q

formula fields

A

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

50
Q

features of case mgmt

A

accept case

case esclation

51
Q

auditing

A

login history
setup audit trail
field hist tracking

52
Q

standard fields…you can modify

A

field level sec
field label
helptext
picklist value

53
Q

deleting a field deletes the data y/n

A

yes

you have 15 days to undelete

54
Q

diff between a standard and custom validation

A

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

55
Q

whats diff between profile and role

A

profile = what users can do w/ records

role = indiv records users can have access to

56
Q

why sharing rules

A

to grant add access to records to grps of users

57
Q

why build pub grp

A

simplify creation of sharing rules

58
Q

who can manually share records

A

record owners
managers above them
and admins

59
Q

final approval actions include

A 
task
email alert
field update
and 
outbound message

*final approval DO NOT include apex OR record creation

60
Q

Price books, you don’t want another team to see your data so you are going to set access to…

A

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!

61
Q

lightening tables can add up to how many groups

A

2 groups

which will cause it to display a subtotal row in the table

62
Q

dashboard types are

A

fixed or dynamic

63
Q

limit of how many dynamic dashboards

A

5 dynamic for enterprise edition
10 for unimited

*dynamic = data display adapts to user

64
Q

can dynamic dashboards be scheduled to refresh automatically

A

NO - manual only

65
Q

dashboard subscription - is it available on dynamic dashboarboards

A

NO - disabled or not supported

66
Q

fixed dashboard

A

view dashboard as a specific user; everyone will see data based the access level of this user

67
Q

dashboard subscription & scheduling

A

users can schedule and subscribe to recieve refreshed dashboard data via email

68
Q

dashboard subscriber types

A

user
group
role

69
Q

user perm for dashboards

A

subscribe to dashboards

create and customize dashboards (create edit delete in personal folders)

manage dashboards in public folders

70
Q

data storage

A

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

71
Q

salesforce record id

A

15 chara

18 api charac (truncate the last 3 digits to convert to a 15 character)

72
Q

sales allows for the mass and indiv transfer of

A 
accounts
leads 
custom obj
approval requests
opp teams
update addresses
mass deletion of records
73
Q

defining external id

A

case sensitive or case INsensitive

you must define it

74
Q

mass transfer record

A

used to transfer multiple records from one user to another within SF

75
Q

user perm

A

must be the record owner or user above the role in the heir

76
Q

mass transfer also covers

A

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

77
Q

what is the process for mass transfer approval requests

A

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

78
Q

mass reassign opp teams

A 
mass team reassign wizard has options to 
add 
remove 
replace/change roles 
mbrs of an opp team
79
Q

transfer individual records

A

indiv records can be transferred to other users

user perm
obj perm
queue as owner
notification

80
Q

can you change a record owner on a mobile device

A

YES - use the change owner button at the top of the app

81
Q

mass transfer tool alternative is….

A

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

82
Q

mass deleting records

A 
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 ….

83
Q

instead of mass delete what tool can you use

A

data loader - its a native alternative

SF Admin 201 JS (12 decks)

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