Typical exam questions advised from Admin course Flashcards
Which are the standard profiles? (6)
Standard User Marketing Manager Contract Manager Solution Manager Read Only System Admin
What is the actual access to the account object if a user has these settings in his profile and permission sets:
Profile: Read
Permission set 1: Read, Create
Permission set 2: No Access
Read, Create
The highest level of permissions wins in a conflict
What is the actual access to the opportunity object if a user has these settings in his profile and permission sets:
Profile: No Access
Permission set 1: Read, Edit
Permission set 2: Create
Read, Edit, Create
The highest level of permissions wins in a conflict
Which special privileges are given to the owner of a record? (3)
Delete
Share
Transfer
A salesperson is the owner of an Opportunity record, but cannot delete it. Why might this be?
His doesn’t have the Delete permission on the Opportunity object in his profile settings (CRED).
What are the different OWD settings?
3 main for all + 3 for certain objects
Private
Public Read Only
Public Read/Write
Public Read/Write/Transfer - only for Leads & Cases
Public Full Access - only for campaigns
dependent on marketing user checkbox
Controlled by Parent - Only for Contacts & Activities
If you want to lock down so that users only see the records that they own - what should you do?
Set the Organization Wide Default to Private
What are the two types of sharing rules?
Ownership based
Criteria based
Who can you share records with using sharing rules?
Groups
Roles
Roles and Subordinates
What access can you give through sharing rules?
Read Only
Read /Write
Cannot grant Full Access
What mechanism is used to restrict the Customer Service department from seeing Opportunities and Leads?
OWD
If users in a particular Profile should never be able to see any records of a particular object, what is the best way to hide those records from that Profile?
Use the CRED settings to revoke the Read access to the object.
(Could also be done through OWD though)
Which four areas are folders used?
Reports
Dashboards
Documents
Email Communication Templates
What are the elements all fields (standard and custom fields) have?
Name
Label
Description
Help text
What customization can be done to standard fields?
Rename Labels
Add picklist values
Change Help Text
What are the two types of picklists?
Picklist
Picklist Multi-select
Which fields can be controllers?
Any picklist
Any checkbox
Which fields can be dependent:
Custom picklist
Custom picklist multi-select
Explain three constructs of Escalation Rules.
Only works with Cases
Time based
Can change ownership of a case and send an email notification
What are the standard fields on a custom object? (6)
Creates By Created Date Last Modified By Last Modified Date Id Owner
What are the three types of custom tabs?
Custom Object
Visual Force
Web Tab
Which four actions can a Workflow perform?
Email Alert
Task
Field Update
Outbound Message
What do you need in order to have a Time Based Workflow?
Must have a Default Workflow User
What field types can be an External Id?
Text
Number
Email
How many External Id’s can you have per object?
Three
But this is a soft limit SF will increased if asked
How does SF use the External Id field?
SF will automatically seek by external id to find the SF record Id
How many times can you run a Weekly Data Export?
Scheduled to run once every 7 days
Manually run once every 6 days
Can you overwrite the system information fields like created/last modified date and created/last modified by through a data import?
Yes. You can ask SF to enable insertable system fields so you can set the values
What should you consider when bringing data into en existing SF instance?
Turning off Workflow Rules
What are the four types of reports?
Tabular
Summary
Matrix
Join
What data will be displayed for a running user viewing a report?
The data the running user has access to
General: if a user can search for and access the records in SF they will be able to report on them.
What does a user need in order to run a report?
He needs access to the given report folder in which the report is stored
Which report types can be used as source for dashboard components?
Summary Reports
Matrix Reports
What can a Custom Summary Field reference?
Number
Currency
Percent
Checkbox field
Cannot reference another summary formula
How often can you set Scheduled Reports to run?
Daily
Recipients of emails must be SF users
How many components can a Dashboard have?
Up to 20
Each component is linked to a custom report which populates the data within the component
What are the two types of Running User?
Specific User
Logged In User
