Setup and Object Manager Flashcards
What settings can be configured in the Locale Settings?
2 answers
Time and Number Display Format
First/Last Name and Date Format
Which user interface settings should be used to allow users to edit records in list views?
2 answers
Enable Inline Editing
Enable Enhanced Lists
extra;
These are on by default as well as;
Enable Collapsible Sections
Enable Hover Details
These settings are found in User Interface under Translation Workbench
When a user needs access to the Service Cloud User or Marketing Cloud User, how do you give them access?
1 answer
In the users profile check the appropriate box next to Service Cloud User or Marketing Cloud User
Extra;
These licenses enable features in addition to the User Licenses!
The additional Users that are also available as such are;
Offline User, Knowledge User, Flow User, Site.com Contributor User, Site.com Publisher User, and WDC User
What are some of the requirements when setting up a new user?
2 answers
The Username must be unique across all Salesforce Orgs.
The Username must be in an email format, but does not have to be the same as their email address.
Extra;
The Nickname, Alias, and Last Name are required.
You must pick a User License, and Profile
If you need a custom License or Profile they must be created beforehand
How do you prevent a user from temporarily logging into Salesforce?
1 answer
Freeze the User’s account
What is the difference between freezing a user’s account and deactivating it?
2 answer
Freezing puts a temporary hold on their account but keeps their information and licenses.
Deactivating the user’s account frees up their license to be reassigned and removes the user’s access into Salesforce.
Extra;
Freeze a User’s account when they are going on a break/vacation/trip
Deactivate a User’s account when the user has left the company/org/resigned
What are the benefits of using trusted IP Ranges and how do you use them?
2 part answer
Benefits;
Users who log in within the network are not required to verify their identity.
IP Ranges;
When at the company level; require that you provide verification of identity when logging in outside the trusted IP Range.
When at the Profile/User level; you will not be granted access into the Salesforce Org when logging in outside the trusted IP Range.
Where should you change the password expiration period of a set of users?
1 answer
Profiles assigned to the User
Extra;
You can adjust the password settings in the User’s information. This will affect the single user.
Adjusting the password settings in the Profile will affect all users who have that same profile.
How do you share report and dashboards?
1 answer
Folders
Extra;
The reports and dashboards can be shared to roles, permissions, public groups, and licenses depending on your sharing needs.
You grant access to View, Edit, or Manage
What three settings can control a user’s profile?
3 answers
Record Type Assignment
Security at the Field-level
Assigned apps
Extra;
Profiles define how users access objects and data, and what they can do within the application.
What are two configurations that would help reduce the number of search results?
2 answers
Specify the Search Filter fields for the Object’s search layout.
Reduce the number of records displayed for each object in the Search Results page.
What are two reasons a user cannot be deactivated?
2 answers
The user is a recipient of Workflow Email Alerts.
The user is a Customer Community Administrator
How can you grant access to data other than User Licenses?
2 answers
Profile
Permission Sets
Why do you use Permission Sets?
2 answers
To give access to various tools and functions
The settings and permissions are the same as found in profiles, but permissions sets extend the user’s permissions without having to change the profiles.
Extra;
Profiles are used to limit the access of data, Permission sets are used to open them back up
What feature allows you to view who added a field to a page layout?
1 answer
Setup Audit Trail
When a case sharing model is private but you have a several people who need visibility to all cases involved in their product line, what do you need to set up to give everyone the correct access?
2 answers
Create predefined Case Teams for each group/product line.
Assign the teams using Case Assignment Rules
Explain Organization-Wide Sharing Defaults or OWD
3 answers
Are found in Sharing Settings.
Defines the default access level for object’s records.
Can be set separately for custom and standard objects.
Extra;
Is where you determine the Default Internal access and Default External access of records inside the objects.
Is another location where you can Grant Access using Hierarchies
When you have a record type that is specifically for a Closed Won Opportunity, how would you prevent users from being able to select the record type?
1 answer
Remove the Record type as an Assigned record type in the User’s profiles and permission sets
If you are unable to share a report folder, what could be the cause?
1 answer
The folder is private
Explain Sharing Rules
2 answers
Giving particular users greater access than the OWD, by making automatic exceptions in to the OWD.
Extends sharing access to users in public groups, roles, or territories.
Explain Role Hierarchy
3 answers
Opens sharing access vertically to those above you or under your management.
Sharing settings that determine the levels of access you have the higher up your are in the company.
Roles within the hierarchy affect access on key components such as records and reports.
Which standard object is used for Sales Deals?
1 answer
Opportunities
Extra;
In opportunities you can track progress by moving each opportunity through a the business stages. Working your way to the end goal or stage Won ending in a successful business transaction.
What objects are related to Account records?
2 answers
cases
Opportunities
Extra;
Leads are what is converted into Account/Contacts
What objects are related to Campaigns?
3 answers
Lead (Campaigns target PROSPECTING Customers)
Contact (Campaigns target Existing Customers)
Opportunity (to track which Opportunities were created from the Campaign)
Which formula function should you use to evaluate different results based on a specific condition with multiple outcomes?
1 answer
IF
If determines if expressions are true or false.
If returns a given value if true and another value if false.
You can string together multiple IF’s to evaluate a specific condition with multiple outcomes.
Opportunities that have not been updated in the past 30 days needs to be flagged automatically. How would you automate this?
1 answer
Create a formula field to calculate the time since last update and display an image of a red flag if it meets the defined criteria.
When a user does not want to see a related list on a page layout but still needs access to the related records, what configuration could you make?
1 answer
Create a page layout without the related list and assign it to the user.
This will remove the list from their view without affecting their access/visibility to the records themselves.
When wanting to have the Stage Field values color-coded on reports for easily tracking the picklist values, what should you do?
1 anwer
Update the picklist field and set the color for each values.
The Finance team wanting to track Payments on an Opportunity Related List. Only the Finance team should view the related list, however all users should be able to view the Invoice Payment reports. What would you do to make sure everyone can see what they need?
1 answer
Create a new page layout and profile for the finance team.
This would allow only the finance team to see the page layout with the related list, and all users to view the Invoice Payment reports.
The marketing team wants a chart added to the home page specific to their lead generation. What do you need to update and where?
1 answer
Update the marketing team’s home page in the Lightning app builder.
You updated the a team’s project page with new fields and dynamic components, however refreshing the page did not show the updates. What do you need to do to troubleshoot the problem?
1 answer
Confirm the page is activated in the lightning app builder.
Why are you unable to edit the Created Date field on records?
1 answer
It is a System Audit field that is Read-Only for those records.
You can log a case to get the fields changed. It is a longer process.
With the need to have the credit card number field protected, what do you need to do to provide the necessary security?
2 answers
Create and Encrypted Text field.
Update Field-Level Security settings.
What feature allows you to maintain the same field for two different teams?
1 answer
Record types.
When you have two teams that uses many of the same Opportunity fields, but needs different Stage Values. What do you need to update?
1 answer
Stage Selected Values for each team’s Sales Processes.
A team wants to use a different Page Layout when closing a Case. What do you need to create?
1 answer
Case Close Page Layout
Define a Formula Field
3 answers
A read only field whose value is evaluated from the formula or expression defined.
We can define formula fields on both standard and custom fields.
Any change in expression or formula will automatically update the value of the field.
Extra;
If you change the formula field type 80% of the time the current field information will be lost! Keep this in mind when needing to change the Formula Type.
What are the different types of Formula Fields?
7 answers
Number
Currency
Percent
Date
Date/Time
Checkbox
Text
Define Custom Objects
2 answer
Objects, having five standard fields.
Created by you to address users needs.
Define a Roll-up Summary Field
3 answers
A custom object field that calculates values from related records or the records in a related list.
Created to display a value in a master record based on the values of fields in a detail record.
Can be defined on Maser-Detail relationships ONLY!
Define Lookup Field
2 answers
A one-to-many relationship, but in this relationship, two objects has no effect on deletion or security. (Child objects are independent)
Child objects have a separate setting. If you delete the parent object, the child object remains.
What is a Master-Detail relationship?
1 answer
A relationship that closely links objects together in a manner that the master record controls certain behaviours of the details and sub detail record.
Example;
Account-Expense Report, that extends the relationship to sub detail records, such as Account-Expense-Report-Expense Line Item.
This gives you access to perform operations across the Master-detail-sub detail relationship.
What is a One-to-Many relationship?
1 answer
One parent object with many child objects.
(Metro cities associated with one country)
What are the 4 forms of One-to-Many relationships?
4 answers
Master-detail
Lookup
Self
Hierarchical
What is the purpose of the Lightning App Builder?
1 answer
Its a Point-and-click tool used to create custom pages for Salesforce Mobile app and Lightning Experience.
