ADM-201 Flashcards
(132 cards)
1
Q
Define Organization (org)
A
A deployment of Salesforce that has a defined set of licensed users. It includes all of your data and applications, and is separate from all others
2
Q
What is a table of data where the records are rows and fields are columns
A
Object
3
Q
What are customers, competitors and partners things that stores info such as name, address, and phone numbers?
A
Account
4
Q
What are individuals associated with your business accounts that you need to track in SF?
A
Contact
5
Q
What are sales deals that you want to track. Adding them also builds your pipeline, which will contribute to your forecast
A
Opportunity
6
Q
What is the description of a customer’s feedback, problem, or question. It is used to track and solve customer’s issues
A
Case
7
Q
What is a detailed description of a customer issue and the resolution of that issue?
A
Solution
8
Q
What is an outbound marketing project that you want to plan, manage, and track within SF?
A
Campaign
9
Q
What is a prospect or potential opportunity?
A
Lead
10
Q
What are the 2 directions relationships are set up in SF
A
Related lists (down) Lookup (up)
11
Q
What is the menu called where different applications are listed such as “Field Ticketing” and “sales & Marketing” (custom apps)
A
Force.com App Menu
12
Q
What do custom apps accessible thru the Force.com app menu contain?
A
Custom tabs and objects
13
Q
What is a view picklist for?
A
To create filtered lists
14
Q
What displays the records related to an object?
A
Related lists
15
Q
What is a field that is an active link
A
Lookup field
16
Q
Whose records will you see in a global search chatter feed result?
A
All relevant public posts, including posts from people you are not following and from public groups you are not a member of.
17
Q
Which gives more results in chatter a search in individual feed (magnifying glass) or global search?
A
Global
18
Q
What happens when you click a topic in chatter
A
It takes you to a topic page which gathers and organizes everything in chatter related to that topic
19
Q
What can you find on a chatter topic page?
A
Every post or comment, even from people you aren’t following and groups you aren’t a member of
Files uploaded recently and any people identified as experts on that topic
20
Q
What happens when you follow a topic
A
Anytime anyone uses that topic it will appear in your feed
21
Q
How can you keep track of posts that are not associated with a topic
A
Bookmarks
22
Q
How do you access bookmarked chatters?
A
In your feed filters there is a bookmark filter click on it
23
Q
What can you follow in chatter?
A
People, accounts, contacts, opportunities, files, groups and topics
24
Q
What is data modeling?
A
Giving your data structure with objects, fields and relationships…what your database tables look like…collections of objects and fields in an app
25
What are SF standard objects?
Common business objects - account, contact, lead, opportunity
26
What are objects you create to store info specific to your company or industry?
Custom objects
27
What does Salesforce platform automatically build for a custom object?
Page layout for the user interface
28
What is a system field?
A field that is read only that provides info about a record from the system, like when it was created or when last modified
29
What is a name field?
It is the name of a record to distinguish the record from others - can be text or numerical- can make them auto-incremental such as for case #s (CA-1024)
30
What are custom fields?
Fields you create on standard or custom objects
31
What is an identity field?
A 15 character, case-sensitive field that is auto-generated for every record - found in record’s URL
32
What fields are standard on every object in SF?
Identity, system and name fields and a set of prebuilt standard fields
33
What determines the kind of info stored in a field? Examples.
Data type (such as checkbox, date/time, formula, text)
34
What is an easy way to tell if a field is a custom field?
If the field name has __c instead of _c
35
What is a special field type that connects 2 objects together?
Object relationships
36
What are the 3 types of object relationships?
Lookup relationships
Master-detail relationships
Hierarchical relationships
37
What is an object relationship where 2 objects are linked together so you can lookup one object from the related items on the other?
Lookup relationship
38
Which object relationship can be one-to-one or one-to-many?
Lookup relationship
39
What is an object relationship where one object controls the behavior of the other? (Like who can view the data)
Master-detail relationship
40
Which object relationship usually work as a stand alone object and has its own tab in the UI?
Lookup
41
How is a Master-detail object relationship set up?
the relationship field is created on the detail object
42
In what object relationships are one of the object dependent on the other and not stand alone?
Master-detail relationship
43
What type of object relationship is it when the relationships are only available on the User object? Used for creating management chains between users.
Hierarchical relationships
44
What do you need to remember when setting up object relationships in your data model?
When you change or delete objects, records or fields you have to remember what they may be related to
45
How do you create a lookup relationship?
Go to set up, the object, fields and relationships, new and “lookup relationship”
46
What is an object that maps to data outside your SF org?
External objects
47
Can a standard object be customized? In what way?
Yes can add custom fields and relationships, renaming tab and field labels
48
What let’s you know what you can customize on a standard object? How is it measured?
Standard object limits, by percentage
49
What are three things in SF that you can change its name? What is the problem with it?
Object
Field
Tab
Salesforce help and most pages in setup will display the original name for standard objects, fields and tabs
50
If you change the name to an object can you go back to the original name? How?
Startup, rename tabs and labels next to the tab name is “edit” and “revert” click revert
51
What limitation is there for changing a tab name or an object name?
You cannot use the name of another standard tab, custom object, external object or custom tab.
52
Which fields are omitted from renaming?
Standard fields like “created by” and “modified by” because the track system info AND “forecasts tab
53
What stores info about individual people by combining certain accounts and contact fields into a single field?
Person accounts
54
Where do the renamed labels appear?
They appear on all user pages in SF including personal setup. All pages in the setup area use the default, original labels
55
After renaming tabs objects or fields what 5 things may need to be manually updated
List view names
Standard report names and
descriptions
Titles and descriptions in email templates
Other customized items - custom fields, page
layouts and record types
56
What do you use to control/restrict user access to fields?
Field-level security
57
What is used to control the layout and organization of detail and edit pages in SF, the service portal and the SF customer portal?
Page layouts
58
What should you customize to change which fields display in search results and the buttons that display on list views?
Search layouts
59
How can a user access fields that are not on their page layout?
Reports, search results list views and the API
60
What is the set of clearly defined methods of communication between various components. (Application programming interface)
A set of subroutine definitions, protocols and tools for building software
API
61
What happens when you search the values in a restricted field?
When search terms match on field values the associated records are returned in the search results without the protected fields and their values
62
If you remove an edit button from the page layout without restricting access what can the user do?
Use inline editing
63
What should you do to keep a user from editing data?
```
Use sharing rules
Field-level security
Page layout field properties
Validation rules
Object permissions
Visualforce pages
```
64
What can you use to control which fields, related lists and custom links users see on detail and edit pages?
Page layouts
65
What controls which standard and custom buttons display on detail pages and related lists
Page layouts
66
What can you use to determine whether fields are visible, read only, or required on detail and edit pages only
Page layouts
67
What can you use to determine the fields that users can import data into?
Page layouts
68
What can you do to automatically add a field to all page layouts and make it visible and required everywhere regardless of field-level security?
Make it a universally required field
69
What makes it easier to work with records by providing two separate views: one for the record’s feed and one for its details, including related lists
Feed-based layouts
70
What do you use to tailor record page layouts to the needs of your users by adding, removing or reordering actions, buttons, fields and sections on a record’s detail page?
Enhanced page layout editor
71
What page layout includes all of a record’s info - the feed, details, and related lists on one page
Standard page layouts
72
What is the benefit of a feed-based page layout?
You can focus on the type of info you need at any given moment ( between the feed view and the details view)
73
What page view would you use to see comments others made about a record or to creat a new record that is related to it?
Feed view
74
What page view would you use to delve into a record’s related lists? Attachments and other in-depth info ?
Details view
75
Where are feed based layouts available?
```
Account
Asset
Case
Contact
Lead
Opportunity
Custom objects
External objects
```
76
What are 2 ways the feed and detail view can be shown in the SF console?
Tabs or toggle buttons that look like a language bubble or bullet list
77
How can you create related records or log calls in the feed view?
Using the publisher (depending on how the admin set it up)
78
What in the feed view shows activity on the record such as comments others have made about it?
The record feed
79
What 3 things appear on the feed. Use concerning following?
The + button to follow or a check mark that you already follow it and a list of people who follow the record
80
What shows on the feed view that lets you choose which info from the feed you see?
Feed filters
81
Can you clone a page layout? What do you do with a new page layout?
Yes
Assign it to a user profile
82
What is a force.com technology that lets you create custom UI’s for your force.com applications?You can reuse many of the components found in existing SF Interfaces or create your own, they can also tap into custom business logic and separate it from the UI design. They can complement or extend existing pages on SF or have their own unique look or feel
Visualforce pages
83
What can you use page layout to control visualforce pages rendered in a field section when the page displays?
The size of the VF page, whether or not a label and scroll bars display
84
What are the 2 drag-and-drop tools SF has for editing page layouts? Which is enabled by default?
The original page layout editor
Enhanced page layout editor
Enhanced
85
What defines the hover details that display when you mouse over a field on an object’s detail page in the Agent console or in the recent items section of the sidebar?
Mini page layout
86
What are two great things page layout can do in the more advanced editions of SF?
Create different page layouts for use by different profiles and record types
Set field-level security to further restrict users’ access to specific fields
87
What is the url for help & training?
Help.Salesforce.com
88
How often does SF release upgrades, improvements and new features?
3 times each year
89
Where can you find online training?
Www.salesforce.com/training
90
What can you find in help&training?
Online training, release notes and documentation how-to demonstration videos
91
What is a collection of info about your organization, mostly captured a t contractual sign up
Company profile
92
What settings let you personalize the display of data for different users based on their geographical location?
Locate settings
93
What company info is captured on the company profile?
```
Name
Address
Primary contact
Default locale
Default currency
Storage used
Licenses available
Fiscal year
Currencies
Support info the customer sees such as hours & holidays
```
94
What is included in the locale settings?
```
Date and time format
Number formats
Name order
Addresses
Language - text, online help
Time zone - event start/end times
Time in date/time fields
```
95
At what levels do you set your locale settings?
Company and user level
96
What do you set your company defaults for?
The organization’s head office
97
Do new users automatically inherit the company defaults?
Yes
98
How do you access your company info?
Setup > company profile > company information
99
What is the default fiscal year?
Where is fiscal year setting found?
The Gregorian calendar 1/1 - 12/31
Setup>company profile>fiscal year
100
What is the default currency setting for SF?
Single currency according to currency locale setting in company profile
101
What currency settings do new users have?
Inherit corporate currency, but can set own personal currency
102
What determines the currency displayed on leads, accounts, opportunities and cases?
The currency of the record and optionally of the user
103
Where do you go to change currency settings?
Setup>company profile>manage currencies
104
How do you activate multiple currency option?
On company information check the “allow support to activate multiple currencies” checkbox, then contact Salesforce.com to enable multiple currency
105
How many exchange rates per currency does multi-currency allow?
One
106
When the currency is updated which records does it affect?
All records using that currency, even historical opportunities.
Not good for audits because you may have already been paid on a job
107
What can you use as a solution for historical opportunity records that update currencies?
Commissions formula fields
108
How can you update exchange rates w/o affecting historical data?
Enable advanced currency management
109
What are settings that are global that let you configure the way all users interact w/ SF and their data?
User interface settings
110
What do you use to speed up navigation and enhance productivity?
User interface settings
111
How do you access UI settings?
Setup>customize>user interface
112
What are some of the UI setting for the side bar?
Collapsible sidebar
Hover details
Quick create
113
What are the UI settings for the record detail pages?
Collapsible sections
Related hover lists
Inline editing
Hover details
114
What needs to be enabled to make inline editing available in list views?
Enhanced lists
115
What are some features of enhanced lists?
```
View related chatter (feed)
Printable list views
Mass edit
Inline editing
Number of records per page
Jump to page
```
116
What is the path for setting access to personal calendars?
Setup|security controls|sharing settings
117
Who sets access to personal calendars in Security controls?
The admin
118
Who grants access to the calendars to other specific users?
The user
119
What is the difference between tasks and events?
Tasks are your to do list and events are what is on your calendar.
120
Where do you track tasks and events?
The Open Activities related list
121
Where do you track completed tasks, past events and sent email?
Activity history related list. You can run an activities report to monitor activities
122
Where are the 2 places you can change your activities settings?
UI (setup|customize|user interface) for calendar options
Activity settings (setup|customize|activities|activity settings) for task and events features such as recurring tasks, group tasks cloud scheduler, etc
123
Can you customize activities (tasks and events)? How? Can you create an activity tab?
Yes
Custom fields, validation rules, record types and page layouts
No
124
Where do you go to customize search settings?
What can you customize?
Setup|Customize|Search|Search Settings
Allow users to search just on their own records, and to set the # of results displayed per object
125
Where do you customize search layouts?
What can you customize from search layouts?
Setup|Customize|Object|Search Layouts
What columns and filters are available in your users search results
126
Name 6 things you can do with a list view
1 Save them for future use
2 Filter on a specific field or fields
3 Specify which groups of users have access to the list view
4 Print list view
5 Edit record’s in list view
6 Follow record’s and view related Chatter
127
When you select visible to all users who can see it?
All users, partner and customer portal users
128
What is the default settings for chatter in a new org?
What are the 7 aspects of chatter?
It is automatically enabled
```
1 Follow - people, records, files
2 Like - posts
3 download - files
4 link - to internal and external links
5 comment - on posts, records
6 attach - files to posts, records
7 organize - posts, records
```
129
What can an administrator do with chatter?
1 give user access to chatter based on their profiles
2 enable email notifications, allowing chatter posts and comments to generate emails
3 allow group archiving
4 configure invitations, allowing users to invite non Salesforce users and people outside your company to join the chatter community
5 Enable objects and fields for feed tracking, alerting followers to any changes made to records they follow
130
What must be enabled for users to see chatter feed updates on records they follow?
Where do you go to enable and administer chatter?
Feed tracking
Setup|Customize|Chatter|Settings
131
Who can create chatter groups?
Why are they good?
Users
```
1 Collaborate in private, public or unlisted groups
2 post updates, files, tasks and links
3 include customers in private groups
4 reduce group emails
5 reduce email attachments
```
132
Where do you go to administer Salesforce 1 for mobile?
Setup|Manage apps|connected apps
