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SF Admin 201 JS > Section 9 SF Admin Deck > Flashcards

Section 9 SF Admin Deck Flashcards

1
Q

report is emailed to subscribers

A

within 30 min of preferred start time

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2
Q

line charts are used to show

A

change in values over time
supports multiple groupings
cumulative line charts and grouped cum line summarize a single value summed over time

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3
Q

bar charts used when

A

comparing distance or time

horizontal bars or stacked
limited to a single grouping

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4
Q

salesforce knowledge content …how to make it public on a website?

A
  1. enable salesforce knowledge

2. create a help center community

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5
Q

filter options for viewing a report

A

the show me filter —-
provides options to show ALL records the user has access to

My Opportunities the user owns
or
My Teams where the owner role is lower in the role hierarchy than the user running the report

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6
Q

what can delegated user admin do

A

they can

assign specific permission sets
reset pw for users in specific roles
create and edit users in specific profiles and roles

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7
Q

dashboard components

A

chart (bar chart, line chart, stacked bar chart, donut chart, funnel chart, scatter)
gauge (single value displayed)
metric (one key value - such as number of cases created today)
table (lightening or legacy/excel type created only in old version)

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8
Q

whats true regarding adding records to chatter groups

A

records can not be added to groups that allow CUSTOMERS

groups that allow customers do not support adding records

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9
Q

bucket fields can be defined on

A

number % currency picklist and text fields

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10
Q

lightening tables can add up to

A

2 groups which case to display a subtotal row in the table

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11
Q

how to edit a bucket column

A

bucket field can be created from an existing column

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12
Q

what is supported by row level formulas

A 
summary field 
picklist field
conditional formatting 
report charts
formatted report export
report subscriptions
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13
Q

there are 3 levels of access provided to a group user or role

A

view - can only view report + access

edit - can do above view edits AND save, rename, or delete a report

manage - users can do all of the above plus share reports, folders, delete them, and change a folders sharing settings

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14
Q

what situations can trigger an auto response rule

A

customer portal case submission
web to case submission
email to case submission

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15
Q

dynamic dashboards

A

data is shown according to the users sec settings

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16
Q

valid identity verification methods

A

using verification code in an email that is sent to the address assoc with the account

OR

using the sf authenticator mobile app to verify the account activity

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17
Q

a filter on a date field can use the

A
  1. start date or end date
  2. making it possible to use open ended custom date ranges
  3. date ranges can also accept manually entered values

ALSO
4. when filtering on a picklist field - no selection can be selected to LIMIT the results to records that are BLANK or contain NULL values

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18
Q

enhanced run page does what

A

same thing as the lightning report builder

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19
Q

Max # of dashboard components that can be added to a single dashboard

A

20

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20
Q

manual sharing can….

A

can be used to give individuals access but you can’t specify the ROLE

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21
Q

report builder in lightening

A

add column picklist is used to add fields as columns into the report

field pane is used to drag and drop a field directly onto the report

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22
Q

sales manager finds a contact has a relationship w/ multiple companies & needs to tract these

A

1 - add the related accounts related list to the contact page layout
2- add the related contacts related list on the account page layout
3 - then delete the existing contact related list on the account page layout

OR

enable contacts to multiple accounts feature

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23
Q

what is true regarding setting up new users

A

user name and email can be the different EXCEPT when setting up multiple users

profiles available depend on the license type selected

*A user can only have 1 profile and 1 role assigned

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24
Q

reports can be exported in lightening

A

into a formatted report or details only view

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25
Q

What is the implication of not following good data practices as your data increases in your app?

A

apps run more slowly
reports run slow or time out
full sandbox refresh times out

*more data to copy the time increases

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26
Q

report can be sent as an email attachment

A

csv or xlsx file format

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27
Q

Opportunity Teams

A

If defined can be added with 1 click

Can set up a default team in your personal settings

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28
Q

what should have been done to ensure that a SF admin can troubleshoot on a users behalf w/o having to request login access from the user

A

turn on the “admin can log in as any user” setting in the login access policies page

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29
Q

Implications of freezing a user

A

access can be allowed again by unfreezing the user

the user will no longer be able to log in

*it does not release the license for use by another user

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30
Q

What 2 scenarios are the records created without showing the end user a validation rule

A

when web to case and web to lead is created the end user is not showed if validation rules fail

validation rules can run and no response would be sent if these failed

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31
Q

Chatter plus or Chatter only licenses

A

access to some objects

no longer being offered

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32
Q

user is locked out, what can the admin do to assist

A
  1. unlock the user
  2. reset the pw using the reset password button

OR have the user unlock the record to their account themself

admin can’t change the pw on behalf of a user

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33
Q

can you use buckets for filtering and grouping

A

yes - they segment the data

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34
Q

bucket field can be defined

A

on different field types including picklist values

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35
Q

quicksearch reports

A

can be used to find a specific report

searches reports dashboards and folders directly from the reports or dashboard tab

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36
Q

most templates include

A

a show me
and date
filter

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37
Q

report subscriptions can be set up for

A

weekday
daily
weekly
specific time

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38
Q

what does conditional highlighting do

A

allows summarized values to be colored

can be used on sum fields such as grand totals and cust sum formulas

NOT used to highlight fields on indiv records in the detail rows or for the tabular reports

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39
Q

what do you need to enable to auto send customer support survey

A

create auto response rules to automatically send email if the case criteria is met

or

enable surveys in the org and create a survey to send to recipients

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40
Q

what is true regarding the use of bulk macros

A

a. bulk macros can update field values on multiple records
b. bulk macros can send emails to contacts on selected records
* bulk macros can run on records of acct case contact or leads

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41
Q

enhanced folder sharing

A

reports and dashboards are shared using enhanced folder sharing

a report or dashboard can only be accessed if the user has access to the folder it is contained in

42
Q

what external email service is available in lightening

A

GMAIL or Office 365 accounts

emails can be seen in the sent items folder of their email acct

43
Q

Bucket fields in reports - what do ranges do

A

ranges -can be defined and name to a bucket field values

44
Q

new users having issues with expired links

A

what do you do….you extend the # of days before the account verification link expires

45
Q

field history reports

A

it is possible to filter by old value and new value fields to track specific field level changes

46
Q

adding multiple users feature

A

users can be allocated to diff roles
each user will be allocated to the same lic type
users can be allocated to the same or diff profiles

47
Q

user needs to create a campaign and doesn’t see the NEW button on campaign screen….

A

ensure the marketing user checkbox is on the user record

ensure the users profile has the create permission on the campaign object

48
Q

2 capabilities of the create calendar from SF object feature

A

a. calendar can be created from a custom or standard object

b, calendars can be customized by applying a list view

49
Q

Chatter external licenses

A

gives external users access to chatter (customers outside the org)

50
Q

column charts

A

seriously just a bar chart vertically

best for showing relative counts such as employee counts w/in same vertical
used when showing values by date (duh)
traditionally run on horizontal axis (obviously)

51
Q

bucket fields

A

can not be created in joined reports

52
Q

public groups contain

A

other public groups

roles

users assigned to spec territories

53
Q

what objects can duplicate rules be configured

A

custom objects
leads
contacts
accounts

*will not work on opportunity or products

54
Q

identity verification method

A

email is sent to the user if a new identity verification method is added e.g. mobile phone

55
Q

what lic types can be used to allow commun users to create and edit reports

A

partner commun
and
customer commun plus

56
Q

what is true about resetting passwords

A

users sec token is reset after resetting a pw

users account is automatically unlocked after their pw is reset

57
Q

If the sharing model is private for an object

A

the user will only see the records specified below; diff users will see diff results for the same report based on record ownership, access via sharing and their role

record owner = see the records which they own in the report
access via sharing = see records shared to them via sharing rules OR manual sharing
user role = see records owned by users below them in the role hierarchy

58
Q

what is true about telephony features in SF lightening dialer

A

available in lightening experience only

users can call by clicking on phone # fields

supports incoming and outgoing calls

59
Q

what can profiles be used for

A
  1. make certain fields of an object read only for users
  2. controlling apex classes & visualforce pages a user can access
  3. ensuring a record type is visible to users
60
Q

whats true about file sharing in lightening

A

file can be shared privately with specific people

files home can be accessed to share a particular file

file permissions can be changed by file owners and collaborators

file permissions are either viewer collaborator or set by record

61
Q

what feature is not available to community USERS in the commun service commun template

A

TEMPLATE customization

62
Q

conditions

A

can be set to trigger an email notification when the open issue record counts greater than 20

63
Q

defining ranges and names in a bucket field

A

ranges and buckets are defined for values

for example 0 values are defined as Zero and values greater than 0 are defined as low and
greater than 10,000.00 are defined as high

so you have 3 buckets 0, low and high for an annual revenue

Basically buckets are segmenting values into segments ….

64
Q

when to use a donut chart

A

must = 100
wedges
total value

65
Q

admin is tasked with creating new home pages in lightening experience

A

home page can be assigned to each app

home page can be customized for each profile

66
Q

what can autofill a field value

A

workflow or default value

*you can NOT use a validation rule or dependent picklist

67
Q

there can be up to…

A

5 bucket fields and 20 buckets for each field in a report

68
Q

Sharing models for reports

A

if the sharing model is public read write or public read only the users will see the SAME records in the report

69
Q

admin wants to convert a lead automatically & send email to contact 1 day after

A 
use process builder 
with a flow action 
to convert the lead 
ADD a WAIT element to set 
the 1 day wait period automatically 
to email contact

*Wait element can automate processes that require time based waiting

70
Q

users have what type of folders

A

a private folder that cannot be shared

reports saved in this folder can not be accessed by other users

71
Q

best way to process deactivation requests when users change jobs….

A

enable user self deactivate

72
Q

bucket fields can be used for

A

grouping filtering and categorizing report values based on a defined criteria

73
Q

cust serv manager would like to be notified when cases exceed x amt

A

ask the cust serv manager to subscribe to an open case report for notifications

74
Q

what is true regarding record level security

A

roles are used to create a sharing heirarchy

sharing rules can never be stricter than OWD

75
Q

when do you use a formula field

A

non editable and calculate at math values at run time

*clue here is non editable look for this in the question

76
Q

user has left their phone at home & what can admin do to help them (they need it for multifactor auth)

A

generat a temp verification code q

77
Q

What is true regarding editing feed posts and comments

A

a. ability for users to edit their own feed posts is enabled by default
b. administrators can edit any post

78
Q

summary fields in reports do what

A

they can summarize number or a currency by sum, avg, min or max

summary values are displayed at all grouping levels

summary fields also appear at the grand total level in sum and matrix reports

examples subtotal - sum by group = $20K

79
Q

Login on a users behalf requires

A

that you turn ON the ‘Admin can log in as any user’ in the login access policies page

80
Q

Chatter free license gives

A

employees access to chatter but NOT access to anything else (no records)

81
Q

when do you use a roll up summary field

A

when you are rolling up values from detail (child) records in a master detail record

if you are totaling fields use a formula field

82
Q

what is true regarding adding a report chart to the service console

A

source report must contain a chart

the report chart must be added to the page layout of the object from which to display the chart

the source report of the chart must be a summary or matrix report

83
Q

what are the default PW settings

A

if you are locked out have your users

check to make sure one alpha character & 1 # is used
PW need to have 8 characters

84
Q

how can an admin ensure the security of data on commun site

A

require secure connection HTTP to HTTPS

85
Q

does SF support email bounce mgmt

A

NO

86
Q

folders can be shared with

A

users public groups roles and role or subordinates

87
Q

scatter charts

A

report on data grouped by summarized values for one or two groups of data

requires 1 summarized field

88
Q

what is a row level formula

A

it can be created for a report which requires specific information that is not available in a stand alone field

only 1 row level formula can be created by report

dashboard components support row level formulas

up to 3 unique fields can be referenced

89
Q

field level security can be used to do what

A

can be set to visible or read only

90
Q

how can knowledge based articles be accessed

A

from public knowledge site

from customer community (view and rate articles BUT can’t create or edit articles)

from the case feed

91
Q

run page is the

A

report viewer in lightning and provides and improved user interface with enhanced performance

92
Q

user can’t login ….why?

A

user logging in from an IP address outside of the defined range for their profile

user is attempting to log in outside of the login hours defined for their profile

93
Q

you have a dynamic dashboard set up; who do you run it as?

A

run it as the dashboard viewer

94
Q

what user license types could be used to allow community users to create and edit reports

A

Customer commun plus

Partner commun

95
Q

custom summary formulas

A

custom summary formula allows a formula to be defined on a number percent or currency summary field

4 types of summary can be used for a custom summary formula

sum avg max min

there is a 3,900 character for each custom summary formula

custom summary formula can be created for summary matrix and joined reports (at least one grouping is required)

up to 5 formulas can be defined per report

save effort of having to create a formula field if the value is only required in a report

96
Q

how can support agents who use the case feed complete tasks quickly & consistently

A

use macros in the case feed

*macros are supported on all objects with feed based page layouts

enabling macros can allow support agents to auto complete tasks in a single click

repeat tasks can be before a workflow rule is even triggered and are not limited to sending emails responses to a customer

97
Q

report filter options

A 
report build allows the use of 
standard filters
cross filters
historial field filters
depending on report type 
report has between 2 to 4 standard filters applied by default
98
Q

what is true about salesforce communities

A

SF - can use SF profiles to control the tabs that commun users have access to

commun are branded spaces that can allow customers, employees & partners to connect

99
Q

When can time dependent workflows be added?

A

Workflow rules must be deactivated first!

100
Q

when you are on a report you can do what with a field value

A

summarize the data (sort ascending, sort descending, group e.g and summarize or bucket this column or remove column)

101
Q

chart types

A 
bar chart 
column chart
line chart
donut chart
funnel chart
scatter chart

can be created on the summary matrix or joined reports

102
Q

funnel charts are used

A

to help analyze flow of records in the business process where a larger segment suggest an area of interest

SF Admin 201 JS (12 decks)

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