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SFDC ADMIN > STUDYING > Flashcards

STUDYING Flashcards

1
Q

What is a Profile?

A

A Profile defines a collection of settings and permissions that determines what users can see in the user interface, and what they can do.

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2
Q

What is a Role?

A

Roles determine your position in the role hierarchy.

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3
Q

What features control record sharing?

A

OWD, role hierarchy and sharing rules.

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4
Q

What can be done on an object’s page layout?

A

Make fields read-only, make fields required, and change columns and sort order of related lists.

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5
Q

How can you share Reports and Dashboards?

A

Through folders

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6
Q

What can Field Level Security do?

A

It can be set to Read-only by profile and if a field is hidden, it does not appear in page layouts, search results, related lists, list views or reports.

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7
Q

What are the steps for setting up Web-to-Lead?

A

Map lead fields, create an assignment rule and create an auto-response rule.

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8
Q

How do Auto-Response Rules work?

A

They are designed to provide an initial response to the person who create a case of submitted a web-to-lead form.

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9
Q

What are the differences between Data Import Wizard and Data Loader?

A

Triggering workflow rules is optional when using the Import Wizard but not with Data Loader, Data Import Wizard cannot export records but Data Loader can, and mappings can be saved with Data Loader but not with Import Wizard.

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10
Q

How can you view a Dashboard?

A

The person selected under “View Dashboard As” determines what data is displayed and the “View All Data” permission allows choosing any user in an organization to be a running user or the dashboard.

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11
Q

When are Dashboards refreshed?

A

When a user clicks “Refresh” or when the dashboard refresh frequency can be set per dashboard

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12
Q

How do Sharing Rules work?

A

Rules can be created to grant access to groups of users for certain records based on record owner or criteria.

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13
Q

How does the Security Health Check work?

A

Security Health Check measures setting values in PW Policies, Network Access Config and Session Settings against baseline values and calculates a percentage score to indicate risk.

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14
Q

What can be customized for Standard Fields?

A

Field Labels, Field Help, Picklist Values, Auto Number Formatting.

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15
Q

Which type of Relationship do the records inherit the security and sharing settings of the parent record?

A

Master-Detail.

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16
Q

What can be used to send alerts regarding opportunities with large amounts?

A

Email alerts can be used to send a notification to selected users about an opportunity. The alert can be triggered from a workflow rule, flow or process and criteria defined.

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17
Q

What is a Quantity Product Schedule?

A

A Quantity schedule is when a Product quantity is delivered over time and allows tracking of shipping dates.

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18
Q

What is a Macro?

A

Users can run macros to complete repetitive tasks - selecting an email template, sending an email to a customer, updating the case status - all in a single click.

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19
Q

How can duplicate Leads be identified and managed?

A

Using the “Find Duplicates” button, fields can be selected to search on, and up to 3 Leads can be merged from the search results.

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20
Q

What is a Lead Conversion?

A

A way to convert Leads to linked newly created or existing Contract, Account and Opportunity records.

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21
Q

What is a Campaign Hierarchy?

A

A way to link related campaigns in a hierarchy of up to 5 levels and unlimited siblings. Total fields e.g. total value of Opportunities for all campaigns in a hierarchy can be displayed.

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22
Q

Which type of case fields can be used for data category mapping?

A

Text and Picklist fields.

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23
Q

What can be used to search for articles in Lightning Experience?

A

Global Search and Knowledge Component.

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24
Q

When would Shared Activities be used?

A

When up to 50 contacts have to be related to one event or task, such as recording all of the people invited to a meeting.

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25
Q

What are repeating events called in Salesforce?

A

In Salesforce Classic, it is called recurring events. In Lightning Experience and Salesforce app, it is called event series.

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26
Q

What are the options for importing and exporting data?

A

Data Import Wizard, Data Loader, 3rd Party Tools for Integration, Export from Reports, Data Export Service.

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27
Q

What can be done with the Mass Transfer Tool?

A

Accounts, Leads and Custom objects and some related data can be transferred from one owner to another.

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28
Q

How do Validation Rules work?

A

A formula expression is defined on an object and checked before a record is created or edited and saved. If the formula returns true, an error message is displayed and the record is not saved.

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29
Q

What happens when loading records through a Data Import tool and the required fields are blank or not matched?

A

Those records fail to load.

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30
Q

What are the different formats of reports?

A

Tabular, matrix, summary and joined.

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31
Q

What impact does the sharing model have when running reports?

A

Security and sharing model settings are applied when running a report so users will only see data they have access to.

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32
Q

What are Validation Rules?

A

They verify that the data a user enters in a record meets the standards you specify before the user can save the record. It can contain a formula or expression that evaluates the data in one or more fields and returns a value of “True” or “False”.

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33
Q

What is Workflow?

A

Lets you automate standard internal procedures and processes to save time across your org.

34
Q

What is a Workflow Rule?

A

It is the main container for a set of workflow instructions. These instructions can always be summed up in an if/then statement.

35
Q

What options are available when creating or customizing a report?

A

Tabular, Summary, Matrix and Joined.

36
Q

What will happen if a record in a Data Loader import file contains a picklist value that does not exist in Salesforce and the picklist is not restricted?

A

The record will be added but the picklist value will not be added to the list of selectable values.

37
Q

What sequence of steps should be taken when new fields need to be added, and the user needs to modify existing records and add data?

A

Export the records –> save a backup –> append the new data –> update records

38
Q

How can you see how many remaining Salesforce licenses are available?

A

Company Information page and System Overview page

39
Q

Is a user is assigned a profile that has read object access to accounts, what records will the user be able to see?

A

Depends on the sharing model and the user’s role.

40
Q

What can be used to organize, search, filter and control access to Salesforce Knowledge articles?

A

Data Categories.

41
Q

Users have complained that the Account screen is taking a long time to load. What could the Admin do to address this?

A

Enable separate loading of related lists will load the main record details first and then load the related lists.

42
Q

How can a user edit their opportunities directly inline in the list view without having to load each record individually?

A

Enhanced Lists and Inline Editing under User Interface Setup.

43
Q

What are valid reasons for using a custom fiscal year?

A

The fiscal year does not start on the first day of the month. There are 13 week fiscal quarters.

44
Q

How can you ensure that users cannot change the order of apps in the navigation bar?

A

User Interface Settings, and App settings.

45
Q

What is the difference between Standard Fiscal Year and Custom Fiscal Year?

A

Standard can be used when an organization follows the Gregorian calendar (divided into 12 months). The starting month can be set to any month. The Default Fiscal Year has January set as the ending month.

46
Q

What should an Admin consider when creating home pages?

A

The Home Page can be customized for each profile. The Home Page can be assigned to each app.

47
Q

With SSO implementation, if users start reporting that they are unable to reset their password, what could be the reason?

A

SSO users cannot reset their password within Salesforce. Salesforce password policies do not apply for SSO users.

48
Q

Under which of the following conditions can a user NOT be deactivated?

A

A User is selected in a custom hierarchy field. A User is the sole recipient of a workflow email alert.

49
Q

What is “User Self Deactivate”?

A

It can be enabled in User Management Settings to allow external Community and external Chatter users deactivate their own accounts.

50
Q

Where can you find information on a user’s login attempts?

A

User Detail section on a user record, Login History Page and Login History related list on a user record.

51
Q

What are the 3 steps when creating a new tab and assigning to an app?

A
  1. Create, name the tab and select the object 2. Choose the user profiles for which the tab will be available 3. Choose the apps for which the custom tab will be available
52
Q

If a user is locked out after unsuccessful login attempts, what are the possible solutions to assist the user?

A

Unlock the user and reset the password using the Reset Password button

53
Q

What is true regarding setting up users?

A

Profiles available depend on the license type selected and the UN and email address can be different, except when setting up multiple users.

54
Q

What do Chatter Free users have access to?

A

Files shared to the groups they belong to & Member profiles for any groups they belong to.

55
Q

What is the maximum number of dashboard components that can be included in a dashboard?

A

20.

56
Q

What will users see if the sharing model is defined as Private?

A

They will only see the data to which they have access to, as well as those below them in the Role Hierarchy if it is enabled.

57
Q

What is the maximum file size for a file uploaded to Salesforce Content by a user from the standard user interface?

A

2GB

58
Q

What is the relationship between Opportunity Teams and Opportunity Split?

A

Team members must be in the Opportunity Team in order to add them to Opportunity Splits.

59
Q

What objects can be used to create campaign members?

A

Leads, Contacts and Person Accounts.

60
Q

What are two things to consider regarding Record-Level Security?

A

Sharing rules can never be stricter than the organization-wide sharing defaults. Roles are used to create a sharing hierarchy among users.

61
Q

Name the three types of record-level sharing available in Salesforce.

A

Organization-Wide Defaults, Sharing Rules and Roles.

62
Q

How can you ensure that only users of a certain department have access to procedures and no one else in Salesforce Knowledge?

A

Data Category Visibility.

63
Q

What permission must a user have in order to make the list view they created visible to others?

A

“Manage Public List Views” permission either through their Profile or Permission Set.

64
Q

True of False: When creating a business process, they are available only for standard objects such as Lead, Solution, Opportunity and Case.

A

True.

65
Q

What field types can be the controlling field in a field dependency?

A

Standard Checkbox, Customer Checkbox, Standard Picklist and Customer Picklist.

66
Q

The Account object has a one-to-many relationship with which of the following objects?

A

Opportunity and Case.

67
Q

True of False: A List View is automatically created when a queue is created.

A

True.

68
Q

What are the first steps when adding multiple users?

A

A single license type must be selected first, then for each user, a profile and role can be selected.

69
Q

What are the 3 steps for creating a new tab and assigning to an app?

A
  1. Create, name the tab and select the object
  2. Choose the user profiles for which the tab will be available
  3. Choose the apps for which the customer tab will be available
70
Q

True or False: Standard profile permissions cannot be edited.

A

True.

71
Q

What is a Tabular Report?

A

Displays an ordered set of fields in columns where each row represents an actual record.

72
Q

What is a Summary Report?

A

Rows are grouped in this format where subtotals can be viewed and allow a chart to be created.

73
Q

What is a Matrix Report?

A

Both rows and columns are grouped in this format and can be used to compare related totals or provide more detailed view of data.

74
Q

What is a Joined Report?

A

Multiple reports can be displayed in this format using blocks where each report can be of a different report type.

75
Q

What is the order of least secure to most secure within the Salesforce organization?

A

The Organization –> Object –> Record –> Field

76
Q

True of False: Email Templates must be set to “Available for Use” to allow users to select them and can be made accessible to all users or only certain groups or roles.

A

True.

77
Q

Which of the following are capabilities of the Data Import Wizard for adding or updating campaigns?

A

Add existing contacts to a campaign in the same import and update campaign member statuses.

78
Q

What happens when a Lead is converted?

A

The opportunity name is generated automatically and the owner of the records created can be selected right before conversion.

79
Q

What is required to automatically add leads to Salesforce from LinkedIn?

A

LinkedIn Lead Gen Form
LinkedIn Ad Account
Lead Gen Field Mapping

80
Q

What features could reduce the risk of the delivered content being shared?

A

Set an expiration date for the content
Content Delivery Password
Do not allow download of content

SFDC ADMIN (1 decks)

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